B3. RFQ / RFP

Request for Qualifications (RFQ) & Request for Proposals (RFP)

Description:

For Collaborative Design-Build projects, CPDC staff has provided Design-Builder selection process template documents for campus use. This process entails:

1. The campus advertising and issuing a Request for Qualifications, from which respondents submit Statements of Qualifications (SOQ). All respondents to the Request for Qualifications must prequalify with the Trustees' Prequalification Coordinator and submit a copy of their prequalification letter as part of the SOQ. The pre-appointed selection committee members review and score the SOQ. This review committee should not exceed six or seven members, with an emphasis on design and construction expertise. Each member of the selection committee should be assigned a section of the SOQ on which they will become an expert and report their findings for that section to the committee. The selection committee discusses all sections in turn and arrives at a consensus score for each section and for the SOQ as a whole. During the SOQ phase the emphasis is on picking the best companies for the project.
2. The top four scoring candidates move on to the Request for Proposals process and submit a technical and fee proposal for the work. The selection committee members should be the same for the SOQ and RFP phases. Each member of the selection committee should be assigned a section of the RFP on which they will become an expert and report their findings for that section to the committee. The selection committee should discuss all sections in turn and arrive at a consensus score for each section and for the RFP as a whole. During the SOQ phase the emphasis is on picking the best teams for the project. After the fee proposals are opened and entered into the bid abstracts, the proposer with the highest overall score is selected and awarded a Phase 1 agreement for design and preconstruction services. All persons on a selection committee shall sign a Conflict of Interest Form.

Forms & Templates:

• Notice to Contractors / Advertisement for Bids
• RFQ and RFP​ templates​
  
• Abstract of Bids (choose the form for the appropriate delivery method) 
  
• Conflict of Interest Form
  

Proposal Packages and Addenda

Description:

Bid proposal packages include: 

• Form 700.04 - Notice to Contractors
• Form 700.05 - Bid Proposal Form
  
• Form 701.05 - Noncollusion Declaration
• Form 701.06 - Bid Proposal Form Signature Page
• Form 701.08 - Certificate of Appropriate License, DIR Public Works Reg. and CA Company​
• Form 701.09 - Small Business Preference
  
• Form 702.03 - Certification​
• Form 702.09A - Bidders Bond-702.09A (for Design-Build project bids only)
  

The Design-Builder shall not list subcontractors when submitting its proposal. When Design-Assist/Build contractors are given a Phase 2 DB agreement, or when a subcontract is awarded as a part of the DB Phase 2 agreement, then the subcontractor shall list the subcontractor, which shall then be subject to PCC 4100 rights. Contractor shall include the appropriate subcontractor listing document from the list below: 

• List of Subcontractors for DB and CDB Projects-701.04A.DB/CDB 
• List of Subcontractors for Construction Manager at Risk Projects-701.04A.CM 
• DVBE Forms: DVBE-T, DVBE-1​, DVBE-2, DVBE Declarations Form-STD 843 
  

Confirm Proposer License/Department of Industrial Relations (DIR) Regulation: Bid proposal packages are assembled and numbered by the campus bidding office. Prior to issuing a bid proposal package, the campus bidding office must confirm that the bidder is registered with the DIR to bid public works projects, appropriately licensed by CSLB, and prequalified with the CSU. 

The campus confirms the bidder's prequalification status during the RFQ process, therefore, the campus may then issue a fee proposal package to the shortlisted proposer. The campus shall not post fee proposal packages online without the "Sample" overlay on the bid proposal form. 

Addenda: If necessary, the Construction Administrator must issue an addendum to address any deficiency in the bid documents. If the addendum contains material changes, it must be distributed not later than 72 hours prior to bid by law, and by policy, five working days.

References:

• SUAM Sections 9731-9731.01 - Prep/Contents Bid Documents; E-Bids
  
• SUAM Sections 9740-9745 - Prequalification 
• SUAM Section 9746 - Bid Proposal Package 
• SUAM Section 9747 - Addenda During Bidding 
• Construction Management Procedures Manual: Sections 7 - Prequalification and 8 - Bid & RFP Packages 
• Public Contract Code (PCC) Section 4104.5 (Late addendum with material changes)
• PCC Section 10760 (Prequalification required of bidders when estimated contract cost exceeds value of a minor cap project, demonstrate experience in performing public works)
• PCC Section 10761 (Trustees shall adopt a uniform system of rating bidders, on the basis of standard questionnaires and financial statements, with respect to the size of the contract upon which each bidder is prequalified to bid.)
  
• PCC Section 10764 (Bidders must be prequalified to receive a bid proposal package)
  
• Labor Code Section 1725.5 (Contractor must register with DIR prior to bidding public works contracts.)

Forms & Templates:

Contractor's prequalification approval letter is generated by the PlanetBids Prequalification Module database, once the contractor's application is approved by the Chancellor's Office Prequalification Coordinator. 

Contractor has access to download letter and send to campus as evidence of its prequalification status. 

Prequalification of Prospective Bidders: Information for Applicants​