Job Order Contracting Services for Various Trades at Balsz Elementary School District

Balsz Elementary School District #31 is seeking qualified contractors to submit Statements of Qualifications for Job Order Contracting (JOC) services across various trades. The District intends to utilize JOC as an efficient, flexible project delivery method to perform a wide range of construction services, including but not limited to repairs, maintenance, renovations, and minor capital improvements across District facilities. Funding sources may include Bond Funds and District Funds.

It is anticipated that contracts will be awarded to multiple qualified firms. Work will be issued on a job order basis; therefore, specific project scopes, schedules, and budgets are not defined at this time and will be provided at the time of each job order.

Background

Balsz Elementary School District anticipates the need for various construction trades to support repair, maintenance, and minor construction projects on an as needed basis throughout the District. Trades may include, but are not limited to, drywall, painting, concrete, framing, tile, electrical, and plumbing. This will be an "as-needed" "when-needed" contract. Bonding is required for each and every project at or above $100,000.

Project Details

• Reference ID: 26-01-31
• Department: Balsz Elementary School District, #31
• Department Head: Amanda Caraveo (Procurement)

Important Dates

• Questions Due: 2026-04-17T19:00:00.000Z
• Pre-Proposal Meeting: 2026-04-07T17:30:00.000Z — Community Center 4309 E. Belleview St. Bldg. 14 Phoenix, AZ 85008 Please RSVP this meeting

Meetings & Milestones

Evaluation Criteria

• General Experience of the Offeror (350 pts) —
  1. The overall experience and expertise of the Offeror, specifically in providing school construction services for K-12 schools within the State of Arizona or recent relevant public space experience;
  2. The three (3) to five (5) most recent representative examples of Offeror’s similar work to this project were relevant and
  3. The Offeror’s capabilities and qualifications for performing the scope of work for this project were reasonable
  4. How challenges were handled was reasonable and appropriate.
• Method of Approach (250 pts) —
  1. Offeror’s method of approach and subcontractor selection plan to the identified project?
  2. Approach taking into account the project will be on an “active” school campus
  3. Is intended self-performance reasonable
  4. Offeror’s projected construction schedule and ability to adequately complete according to timeline.
• Specific Project Qualifications and Experience of the Offeror and Key Personnel (250 pts) —
  1. The ability of the firm to demonstrate a level of competence in successfully completing similar CM@Risk educational based projects
  2. Working on an occupied campus is defined within the project scope section;
  3. Project references meet the District's satisfaction
  4. Ability of firm to complete projects in accordance with contract requirements.
  5. Quality of the Offeror’s project team and key members.
• Organizational Strength of the Offeror (100 pts) —
  1. Safety Plan is well defined
  2. Offeror’s safety record and Experience Modification Rate is acceptable
  3. Offeror ability to absorb this project into their workload is acceptable
  4. Offeror’s current bonding availability and capacity is acceptable
  5. Offeror's Financial Strength is acceptable
• Responsiveness (50 pts) —

  The submittal was of high quality, specifically tailored to the proposed project and 's specific needs.

• Overview (1 pts) —

  The District expects to request interviews from no more than three proposers (or teams). The District will provide instructions to shortlisted proposers in advance of interviews.

  The District reserves the right to award a contract without interviews or to interview any number of proposers based on the overall Proposal Evaluation Score.

• General Experience of the Offeror (50 pts) —
  1. The overall experience and expertise of the Offeror.
• Method of Approach (125 pts) —
  1. The overall Method of Approach of the Offeror.
• Specific Project Qualifications and Experience of the Offeror and Key Personnel (150 pts) —
  1. The overall Qualifications and Experience of the Offeror and Key Personnel of the Offeror.
• Organizational Strength (75 pts) —
  1. The overall Organizational Strength of the Offeror.

Submission Requirements

• Resulting Award-Contract —

  The resulting contract is subject to all terms of the district procurement code including limitations as to duration, rights of the district to terminate and means of dispute resolution. No resulting contract is renewable except to the extent provided in the solicitation. No vendor terms take precedence over the solicitation and district procurement code.

• SOQ Response (required) —

  Our firm understands that we are not to embed any documents within our uploaded files, as they will not be accessible or evaluated.  Additionally, no pictures will be uploaded.  A text response shall only contain, text only.

• Adherence to Social Distancing Procedure and Pandemic Procedure (required) —

  By clicking yes, you agree to comply with School Social Distancing Procedures and follow the CDC guidelines https://www.cdc.gov/coronavirus/2019-ncov/community/guidance-business-response.html.

  As pandemics impact our schools, and contractors (subs included) engineers, and architects accessing our sites must be able to control and minimize the risk for students, staff, and visitors. Has your company implemented a response plan for anyone working on our sites and are they following the CDC guidelines related to pandemics.

  Are you practicing social distancing, conducting group meetings using SKYPE or other video conference methods? Are you using disinfectant wipes and employing enhanced cleaning procedures at your work sites including Social distancing during lunch breaks and cleaning lunch and break areas after each use by removing their trash daily?

  Are you asking anyone who is sick to stay home and away from the work site, are you requiring employees to wear PPE (Hardhat, Safety Glasses, Gloves, High Visible Vest)? Are you cleaning tools and other equipment with disinfectant wipes that claim "kills greater than 99% of bacteria".

• Fingerprint Clearance Compliance (required) —

  If required to provide services on Balsz Elementary School District, #31 property at least five (5) times during a month, contractor shall submit a full set of fingerprints to the school district in accordance with A.R.S. 15-512 of each person or employee who may provide such service. Alternately, the school district may fingerprint those persons or employees. An exception to this requirement may be made as authorized in Governing Board policy.
  The district shall conduct a fingerprint check in accordance with A.R.S. 41-1750 and Public Law 92-544 of all contractors, subcontractors or vendors and their employees for which fingerprints are submitted to the district. Contractor, subcontractors, vendors and their employees shall not provide services on school district properties until authorized by BESD.

  Will you and your subcontractors comply?

• Acknowledgement and Acceptance of Terms and Conditions of the Solicitation (required) —

  Balsz Elementary School District, #31 Explanatory Note: The purpose of this question is to confirm the Offeror’s acknowledgement and acceptance of the terms and conditions of the Solicitation, subject to any exceptions or modifications to terms or conditions that are expressly requested in the question or that have been requested and approved prior to submission of the Offer. All exceptions or modifications to the Solicitation, regardless of whether the District approved such items prior to submission of the Offer, must be clearly set forth in this form.

  The Offeror, by the undersigned representative, acknowledges and accepts all terms and conditions of the Solicitation, except as expressly noted below. As used in this question, “terms and conditions of Solicitation” means all terms, conditions, specifications, certifications and warranties set forth in the documents that comprise the Solicitation, including the Uniform Instructions for Offers, Special Rules for Offers (if any), General Terms and Conditions of Contract, Special Requirements of Solicitation (if any), Specifications/Scope of Work, and Solicitation Addendums (if any).

• Unauthorized Purchases (required) —

  After reading this section of the solicitation, 26-01-31 for Job Order Contracting Services for Various Trades at Balsz Elementary School District; Do you understand that you must have a valid PO before starting any work or ordering any product?

• E-mail Address for Submitting Orders (required) —

  Please provide a e-mail address (preferably a generic company e-mail address) where POs will be submitted for processing.

• Forms
• Vendor Registration Form (required) —

  Please upload the registration form here.

• Deviations and Exceptions (required) —

  Is your firm requesting any deviations or exceptions to the solicitation?

• Deviations and Exceptions Form —

  The Offeror, by the undersigned representative, requests that the specific information, described below and identified on the page or pages of the Offer in which it appears, be treated as confidential information and protected from disclosure to the public.

  1. Description of specific information that is the subject of the request.

  2. The reason or reasons why the information should be treated as confidential.

  Upload the completed form

• Drug-Free Workplace (required) —

  This Drug-Free Workplace Certification is required pursuant to Government Code §8350, et seq., the Drug-Free Workplace Act of 1990. The Drug-Free Workplace Act of 1990 requires that every person or organization awarded a contract for the procurement of any property or services from any State agency must certify that it will provide a drug-free workplace by doing certain specified acts.

  I acknowledge that I am aware of the provisions of Government Code §8350, et seq. and hereby certify that I will adhere to the requirements of the Drug-Free Workplace Act of 1990.

• Do you have a Request for Confidentiality or Proprietary Information (required) —

  Explanatory Note: The purpose of this form is to request that the District treat as confidential specific information in the Offer that the Offeror believes is a trade secret or other proprietary information. All information that is the subject of the request for confidentiality must be designated on the page or pages of the Offer in which it appears. An explanatory statement for the request must be clearly set forth in this form. Additional pages may be attached to the form. The District Representative shall review the statement and provide the determination in writing whether the information shall be protected. If the District Representative determines that the information shall be protected from disclosure, the District Representative shall inform the Bidder or Offeror in writing of such determination. Requests to protect pricing information or the entire Offer from disclosure will be denied.

• Confidentiality or Proprietary Form —

  If you said yes, Please upload your response for Request for Confidentiality or Proprietary Information.

• W-9 (required) —

  Please upload your complete W-9 here.

• Familial Relationship Disclosure (required) —

  The completed form should be notarized and included in the bid package to attest that your firm and its employees are not related in any way to the District, its staff, nor that of the members of the Governing Board.

• Offer and Acceptance Form (required) —

  Please upload your offer and acceptance form here.

  ALL UNSIGNED RESPONSES SHALL BE REJECTED.

• References (required) —

  Please download the below documents, complete, and upload.

• Non-Collusion Affidavit Notarized (required) —

  Please upload your notarized Non-Collusion Affidavit here

• Copy of Bid Bond of $100,000.00 (required)
• Can your firm provide a payment bond to the District for each project valued at $100,000 or greater, if awarded a job order? (required)
• Safety Plan (required) —

  Please upload your contractor's safety plan

• Subcontractor Selection Plan (required) —

  Please submit your subcontractor selection plan

• No Israel Boycott (required) —

  To the extent applicable, Balsz Elementary School District, #31 is prohibited by A.R.S. § 35-393.01 from entering into a contract with any company for professional services unless the contract with the company includes a written certification that the company is not currently engaged in, and will not, for the duration of the contract, engage in a boycott of Israel. By submitting a Response, a Respondent represents to BESD that it is not currently engaged in a boycott of Israel and that it will agree to language in the contract prohibiting any such boycott for the duration of the contract. Do you agree?

• Forced Labor of Ethnic Uyghurs Ban (required) —

  Pursuant to A.R.S. § 35-394, written certification is required to show that the company entering into a contract with a public entity does not use the forced labor, or any goods or services produced by the forced labor, of ethnic Uyghurs in the People's Republic of China.

  Under A.R.S. § 35-394:

  1. "Company" means an organization, association, corporation, partnership, joint venture, limited partnership, limited liability partnership, limited liability company or other entity or business association, including a wholly owned subsidiary, majority-owned subsidiary, parent company or affiliate, that engages in for-profit activity and that has ten or more full-time employees.

  2. "Public entity" means this State, a political subdivision of this State or an agency, board, commission or department of this State or a political subdivision of this State.

  In compliance with A.R.S. §§ 35-394 et seq., all offerors must select one of the following:

• System Award Management ID Number (required) —

  Please enter your SAM unique ID # here. https://sam.gov/content/entity-registration   

  If you do not have a number, enter 1234.

• Certificate of Insurance (COI) (required) —

  Please upload your complete COI here.

• About the Firm
• Firm Office (required) —
  1. Name of firm, 
  2. Year Founded
  3. Address of office
  4. Phone
• Firm Information (required) —

  Number of years in business and number of years operating in Arizona.

• Contractor's Licenses (required) —

  Upload a copy of ALL your contractors licenses held by your firm.

• RFQ Qualifications Bankruptcy (required) —

  Has firm, and/or their parent company, if applicable, filed for bankruptcy in the past seven (7) years?

• RFQ Qualifications of the Firm (required) —

  Is the Offeror a publicly traded firm or privately held?

   

• Primary Contact (required) —
  1. Name the primary individual to contact as well as
  2. cell phone number and
  3. email address.
• A&E Responses
• Project Budget —

  Confirm that you have a firm resolve to bring this project in within the $5,000,000.00 project budget.

• AZ license(s) from the AZ State Board of Technical Registrants —

  Please upload your AZ license(s) here.

• Areas of Services —

  Indicate which of the below listed services your firm is submitting your SOQ for:

• Firm Licensed —

  Confirm that your firm is licensed in the State of Arizona.

• Licensed in Arizona —

  Confirm that your Design Team are licensed in Arizona.

• Have you selected the three Key Members for your Design Services?
• RFQ Response- Key Personnel —

  List your key personnel that will be assigned to this project and a short background of their qualifications.

• Which category is your firm seeking (required)
• Key Personnel —

  What are the last three projects your "Team" has worked on together?

• RFQ Response Experience and Qualifications Principal -1 —

  Please upload the short resume of the Principal that would be assigned to project.

• RFQ Response Experience and Qualifications Principal -2 —

  What special skill sets does the assigned Principal bring to the project?

• RFQ Response Experience and Qualifications Project Manager 1 —

  Please upload the short resume of the Project Manager that would be assigned to project.

• RFQ Response Experience and Qualifications Project Manager —

  Why did you choose this Project Manager for our project?

• RFQ Response Experience and Qualifications Project Manager 2 —

  What innovative solution has this person brought to the last two projects the "Team" worked on together.

• RFQ Response Experience and Qualifications Project Architect —

  Why did you choose this Project Architect for the team?

• RFQ Response Experience and Qualifications Project Architect 1 —

  Provide three "out-of-the-box" solutions in the last two projects this person was assigned to.

• Civil Engineering Firm —

  Identify the consultants you propose to use on BESD's projects and how long have you and your consultant worked together?

• Electrical Engineer —

  Identify the consultants you propose to use on BESD’s projects and how long have you and your consultant worked together?

• Landscaping Architect —

  Identify the consultants you propose to use on the School District’s projects and how long have you and your consultant worked together?

• Mechanical Engineer —

  Identify the consultants you propose to use on BESD’s projects and how long have you and your consultant worked together?

• Plumbing —

  Identify the consultants you propose to use on BESD’s projects and how long have you and your consultant worked together?

• Structural Engineer —

  Identify the consultants you propose to use on BESD’s projects and how long have you and your consultant worked together?

• A&E Method of Approach
• Design and Engineering Services —

  Division of School Facilities Project can be as small as $5,000 or multimillion-dollar replacement, repairs and building improvements for such projects involving:

  1. Grading and Drainage,
  2. Sewer and Septic Systems,
  3. HVAC projects from small packages, cooling towers, chillers, and boilers.
  4. Roofing Projects
  5. Structural Issues
  6. Weatherization
  7. Well Projects
• Assessments —

  Does your firm provide assessments for BRG Projects? If yes, in which of the following areas:

• Architectural design, drawings, specifications, and construction observation —

  Identify the areas of service included and which category it falls under.

• Engineering design, drawings, specifications, and construction observation
• Electrical engineering and construction observation —

  Identify the areas of service included and which category it falls under.

• Landscape architecture —

  Identify the areas of service included and which category it falls under.

• Mechanical/plumbing engineering and construction observation —

  Identify the areas of service included and which category it falls under.

• Structural engineering, calculations, and construction observation —

  Identify the areas of service included and which category it falls under.

• On/Off-site civil engineering, hydrology, septic system (if required), design and construction administration —

  Identify the areas of service included and which category it falls under.

• Printing of bid and construction sets of documents, code review sets —

  Identify the areas of service included and which category it falls under.

• UBC special structural inspection and certification (if required) —

  Identify the areas of service included and which category it falls under.

• Telecommunications/communications system consulting. —

  Identify the areas of service included and which category it falls under.

• First and second anniversary warranty and guarantee inspection and follow-up. —

  Identify the areas of service included and which category it falls under.

• Record drawings preparation (3 mil mylar and CADD files) —

  Identify the areas of service included and which category it falls under.

• Cost estimating (construction cost and budgeting cost —

  Identify the areas of service included and which category it falls under.

• Construction Administration —

  What is your firm’s operating procedure and recommendation regarding construction administration during project construction?

• QA/QC Administration —

  What is your firm’s operating procedure and recommendation regarding QA/QC administration during project construction.

• Method of Approach Master Planning —

  Once the site is determined, what are the major steps in "master planning"?

• Method of Approach Design Process —

  Provide your firm's MOA for Design, who is involved, how are stake-holders heard, and how does the budget keep it all in check?

• Method of Approach- Jurisdictional Issues —

  Jurisdictional requirements are never an issue, until they are. What is your approach to resolve conflict, timelines, review process, and/or permitting delays.

• A&E Experience of the Firm
• USGS Standard Form 330 —

  Please attach a completed, executed United States General Services Administration Standard Form 330.https://www.gsa.gov/forms-library/architect-engineer-qualifications

• CTE Experience —

  CTE is an important component of the new campus. What will your firm bring to the project that relates to CTE labs and training space?

• Describe the Management Style of the Firm —

  What is your overall management style in positively influencing both the design and construction phase of a project.

• Conflict Resolution —

  What has experience show your firm as the best way to resolve issues to the District’s satisfaction; without settlements, forcing mediation or litigation?

• Change Orders —

  What is the success of your firm in not having change orders in the Design-Bid-Build process.

• Change Orders - Owner Driven —

  What steps to will you take to reduce the owner requesting Change Orders during the project?

• Organization Strength of A&E Firm
• Current Organization (required) —

  How long has your firm been in operation in Arizona?

• Knowledge of Arizona Construction Market —

  Do you have any projects in Maricopa and how would you describe the availability of contractors for this project. 

• Organizational Strength —

  Describe how your firm will effectively absorb this new project in light of existing work load for the Principal, Project Manager, and the Project Architect.

• Firm's Capability —

  Confirm that your firm has the capability and sufficient workforce to complete these projects and on our project schedule.

• Schedule —

  Layout and upload a schedule from Master Planning the site, through Design, Construction Documents, and then Construction starting.

• Experience of the Firm Completion Time (required) —

  Provide detail regarding any liquidated damages ever accessed by an owner for late completion of a project within the past five years.

• Value Add Information (required) —

  Provide any additional information that would add value to the program offered that has not been identified that you feel Balsz Elementary School District, #31 needs to know.

• CMAR Requirements
• Basic Company Information
• Provide Corporate Information —
  1. What is the address
  2. Phone number
  3. Primary Contact Person
  4. Email Address
• Number of years in business —

  How many years have you been in business under the submitted name?

• What Arizona License are held by your firm? —

  Provide type and the license number.

• Do you have more than one office? —

  If the firm has more than one office, provide specific information about the parent company and administering branch office.

• Indicate the type of ownership
• Key Personnel
• Key Personnel Team Members —

  Identify and present the project team consisting of all key personnel who will be specifically assigned to this project from pre-construction design phase through project warranty phase:. Who will be the:

  1. General management,
  2. Project management,
  3. Project estimator,
  4. Construction superintendent,
  5. Other
• Key Personnel Education and Experience (required) —

  For each Key Personnel Member; provide information regarding the personnel's education and experience , specific experience with performing CM@Risk projects, shall be identified. Resumes shall be provided for all assigned personnel.

  (Caution: BESD fully expects the successful firm to follow through with the same personnel identified through this process. Any change to this assignment must be approved by the District).

• Key Personnel Organization Chart (required) —

  Provide an organizational chart of the expanded team selected for the appropriate project scopes. Expanded includes who handles warranty work, escalation resolution, etc.

• Experience of the Firm —

  When responding to the project experience section of this RFQ, firms shall include representative projects that support the chosen project

• What is the most recent project your firm has completed for a school district within the last 12 months? (required) —

  Include the school district name, description of the work performed, total project value, project completion status, and the length of time required to complete the project.

• Experience of the Firm, Identify Project #1 (required) —

  Project Name

  Project Budget

  Design Firm

  Final Completion Date

  What were the challenges of this comparable project?

  How is it similar to the Job Order Contracting Services for Various Trades at Balsz Elementary School District project?

• Experience of the Firm's History of Claims (required) —

  Provide a statement of firm's history for submitting claims. Provide specific information, i.e., type of claim, date, reason, amount, and outcome, indicating the total number of claims filed during the past five years

• Organizational Strength of General Contractor
• Organizational Strength Financials (required) —

  Provide audited financial statements representing the past two years. Provide Balance Sheets and the Statement of Income and retained earnings.

  Your response will be considered Confidential and only viewed by the Evaluation Committee.

• Organizational Strength Bonding (required) —

  Provide a letter from your bonding company indicating the ability to bond this project, the firm's maximum cumulative bonding limit, and your current bonding available capacity.

• Organizational Strength Certificate of Insurance (required) —

  Provide a certificate of insurance indicating your firm’s insurance coverage. A sample certificate may be provided. However, before any work is initiated, the successful contractor must provide a certificate that names Balsz Elementary School District, #31 as additional insured.

• Organizational Strength Insurance EMR (required) —

  Provide a letter from your firm's insurance company stating the Workers' Compensation Experience Modification Rate (EMR) for the past three (3) years. The letter shall be on the insurance company's letterhead and shall be signed by an appropriate individual employed by the insurance company

• Safety Plan (required) —

  Upload your firm's safety plan.

• Organizational Strength Identity (required) —

  What is the current total dollar value of awarded construction work currently being managed by the local office.

• Local Office Employees (required) —

  Identify the total number of direct employees of local office supporting construction value noted above.

• Organizational Strength Liens (required) —

  Identify any judgments liens or statements against your firm within the past three years

• Bond Claims (required) —

  Identify any deficiency orders issued against the prime contractor by the Arizona Register of Contractors over the past three years.

• Method of Approach
• Best Fit (required) —

  Firm shall provide a summary statement on why they would be the best fit for Balsz Elementary School District, #31 to perform this CM@Risk project.

• Overall Approach (required) —

  Describe the firm’s overall approach to this unusual project.

• Project Difficulties (required) —

  Excluding the budget, describe any difficulties, complications, or issues, that your firm perceives about this project.

• Pre-construction Services (required) —

  Describe the various pre-construction services offered for this project.

• Firm's Approach and Philosophy (required) —

  Describe firm's approach and philosophy working at an active site with students and staff. Include how you can make it a learning environment.

• Establishing the GMP (required) —

  Describe the process of establishing the GMP, which will be OpenBook.

• Time frame for GMP (required) —

  Describe the recommended point of setting the GMP price and why.

• Approach the firm takes to Schedule (required) —

  Describe how your firm will approach the schedule, how you can reprioritize given labor and material shortages.

• Approach the firm takes regarding the Execution of the project. (required) —

  The approach of the CMAR firm takes in performing the project once the GMP is set to include what it takes to execute the project.

• Approach the firm takes regarding Inspections (required) —

  Describe how your firm approaches Special Inspections.

• Approach the firm takes regarding Quality Assurance (required) —

  Describe the approach your firm takes regarding Quality Assurance both philosophy and actual practice.

• Approach the firm's Safety Culture (required) —

  Describe your firm's Safety Culture. Detail any changes to it in the last year.

• Approach the firm takes regarding Change Orders (required) —

  Describe your firms approach to change orders that are project based and then the ones that are owner based.

• Approach the firm takes regarding Overall Management (required) —

  Describe your firm's overall management style and how it relates to this project.

• Approach to the Owner's Contingency (required) —

  Contingency will belong to the Owner.  What is your approach if these funds are needed?  What might cause the need to have access to the funds?

• Approach to Cost Savings (required) —

  Describe your firm's overall cost savings approach and how it relates to this project.

• Subcontractors Management Plan —

  Balsz Elementary School District, #31 requires that at least three to five sub-contractors shall be solicited for all work including self-performed work.  How will you make use of any local subcontractors for this project?

• Qualifications and Costs (required) —

  What is the balance between qualifications and cost?

• Subcontractor Recruitment (required) —

  How has recruitment changed from three years ago?

• Subcontractor Shortage (required) —

  What are three trades that are the most difficult to get on this job site and how will your firm overcome it?

• Controversies (required) —

  Discuss any controversies as they relate to work performed by subcontractors during the last three years?

• Claims related to work performed by subcontractors (required) —

  Have you had any claims related to work performed by subcontractors in the last three years?

• Claims related to work performed by subcontractors —

  Provide a summary of the issue and outcome for the client.

• Self-performing Work (required) —

  Describe firm’s philosophy on self-performing any of the trade work.

• Self-performing Trades (required) —

  Describe firm’s percentage of this project that will be self-performed, if any. Name the trades that could be self-performed

• Was the Draft Design Contract Reviewed? (required) —

  Did your firm take the time to review the draft Design Contract?

• Design Contract Deviations or Exception (required) —

  If, you have any Deviations or Exceptions that you want to take; please detail them by the page and the section. Then state what your request for a deviation or exception is and why Balsz Elementary School District, #31 should consider it. If, you have none, enter N/A.

• Was the Draft Construction Contract Reviewed? (required) —

  Did your firm take the time to review the Draft Construction Contract?

• Construction Contract Deviations or Exceptions (required) —

  If, you have any Deviations or Exceptions that you want to take; please detail them by the page and the section. Then state what your request for a deviation or exception is and why Balsz Elementary School District, #31 should consider it. If, you have none, enter N/A.

• JOC Specific Questions
• Firm —

  Provide a general description of the firm and / or team that is proposing to provide construction/ repair/replacement/maintenance services.

• Terminated Contracts —

  Identify any contract or subcontract held by the firm or officers of the firm, which has been terminated with in the last five years. Identify any claims arising from a contract that resulted in litigation or arbitration within the last five years. Briefly describe the circumstances and the outcome.

• Arizona contractor’s licenses —

  List the Arizona contractor’s licenses and/or professional registrations held by the firm / team and explain if held by an individual or the firm

• Bonding Capacity —

  Provide a statement of the Company’s bonding capacity from a surety company or companies holding a Certificate of Authority to transact business in Arizona, issued by the Director of the State of Arizona Department of Insurance for Contract Performance and Payment bonds. These will be required for each Task Order issued throughout the contract period if projects exceed $100,000.

• Liability Insurance —

  Provide a statement to the Company’s insurability from a company or companies lawfully authorized to transact insurance business in the State of Arizona and rated in the current A.M. Best Company rating. The awarded JOC Contractor(s) will be required to furnish a certificate(s) of insurance meeting the district’s indemnification (including AM Best rating) and minimum insurance requirements as stated in Special Terms and Conditions.

• Staff Qualifications/Resumes —

  Upload a document which will provide information for each key person identified, list at least two JOC type projects in which they have played a primary role. If a project selected for a key person is the same as the one selected for the firm, provide just the project name and the role of the key person. For other projects provide:

  o Description of project

  o Role of the person

  o Project’s construction cost

  o Construction schedule

  o Project Owner reference information

• Safety Plan —

  Describe your safety plan. (Do you have a safety manager, do you have a safety training program)

• Experience with Job Order Construction (JOC) Projects —
  1. Indicate knowledge, training and/or experience specifically with Job Order Contracting with public/government entities or private firms:
     1.  List actual project experience with cost estimating
     2. List current and/or past JOC contracts, including description, customer names, contract time period, total contract amount, number of individual job orders per contract.
     3.  List average time to respond to Owner’s request for task order pricing.
     4.  Provide Pricing Method used in JOC Contracting.
• Little or No JOC Experience —

  If your firm has little or no job order contracting experience, provide a description of your philosophy and experience partnering as a member of a team consisting of the owner and the contractor. 

• Category of Jobs —

  Specify if your company wants to be considered for category 1 (large) or 2 (small)

• Qualified Select Bidders
• Experience and Expertise of the Firm (required) —

  Provide a statement of your experience providing construction services over the past few years on project like this.

• Bonding Capacity (required) —

  Upload a document from your bonding firm that documents your total bonding capacity and what is available at this time.

• Specific Experience (required) —

  Provide a description of your experience building in rural setting.

• Specific Experience Materials (required) —

  Provide a description of your experience using Modular and Pre-engineered Metal Buildings.

• Challenges (required) —

  Other than the budget, what does your firm see as the greatest challenges of this project?

• Challenges Modular System (required) —

  What are some of the challenges working with a modular system? 

• Modular Building Firms (required) —

  As a General Contractor, what Modular Building Firms have you used in the past five years?

• Challenges PEMB (required) —

  What are some of the challenges working with a Pre-engineered Metal Building system?

• Pre-Engineered Metal Building (required) —

  As a General Contractor, what Pre-Engineered Metal Building Firms have you used in the past five years? 

• QSB Staff Experience and Qualifications
• Organizational Chart (required) —

  Provide an organizational chart of the expanded team selected for the appropriate project scopes. Expanded includes who handles warranty work, escalation resolution, etc.

• Project Personnel (required) —

  This project will require the Construction Superintendent to have at least ten years of experience and be on-site whenever there are any subs working.  If you do not meet these qualification you will be found non-responsive.  Proof will be required during the IFB process.

  Are you prepared to meet this requirement?

• Contractor's Primary Contact Person (required) —

  Identify the primary contact person who will represent your firm and interface with BESD, TBD, and DOSF Liaison.

  This information will be treated as confidential and not disclosed to anyone other than the evaluation committee.

• Personnel for this project (required) —

  Detailed information should be provided for key personnel who will be assigned to support this program:

  General management,

  Project management, and

  Estimator

  Do not include a name, just their experience, education, and certifications.

• Temporary Labor (required) —

  What assurance can you provide to the District that you will not use any temporary labor to complete this project?

• QSB Organizational Strength of the Offeror
• Safety Plan (required) —

  Please upload your safety plan here.

• Experience Modification Rate (required) —

  Please upload documentation of your most current Experience Modification Rate (EMOD) from your carrier.

• Safety Record (required) —

  Document your safety record for Arizona project in the last 36 months.

• Project Time Lines (required) —

  What strategies do you have to keep this project on schedule?  (labor, long lead times, subcontractor strategies, etc.)

• Self Performing (required) —

  What trades or areas do you plan on self-performing?

• School District Name (required) —

  Please type in the school district name here to auto populate throughout the solicitation

• What is the SDI (required) —

  Please enter the School District Initial (SDI)

• School Site —

  What is the Name of the School

• School Site Address —

  What is the school address?

• District Representative (required) —

  Enter the District Reps name here

• Preconference Date
• Preconference Time
• Documents Referenced (required) —

  Please choose all that apply

• Business Department Address (required) —

  Please enter the A/P Address invoices will need to be sent to

  Example: 123 N Road, Mesa, AZ 8500

• Is this project going to be federally funded? (required)
• Is this going to be SFB funded?
• Is this on a Sovereign Nation? (required)
• Which Nation is it?
• Special Terms and Conditions Verbiage (required) —

  Please check all you will require in Special Terms and Conditions

• Insurance Requirements (required) —

  Please choose which insurance requirements you will need for this project

• Protest Person and Title (required) —

  Bwana Superintendent

• Funding Sources (required)
• Is this for CMAR (required) —

  For CMAR Purposes Only

• Will the District be using a Project Manager?
• Who is the PM firm? (required)
• Is this for JOC (required)
• Is this for Design-Build (required) —

  This will put the contractor in charge of the design team.

• What trades will be needed?
• Will this be a cooperative contract?
• Design Firm Name
• Design Firm Representative
• Is a Project Manager Being Used (required)
• A&E Services
• Is this for Architectural and Engineering Services
• Require Master Planning —

  Does this involve a new site?

• How many acres in the campus or site
• Final Completion
• County of the District
• Project Budget
• A&E Consultants —

  Which of the following consultants are outsourced?

• Qualified Select Bidders —

  Is this for QSB

Questions & Answers