REQUEST FOR QUALIFICATIONS FOR EXECUTIVE ARCHITECT FOR THE UCLA Anderson School of Management Addition Project Project Number 948442.01 UNIVERSITY OF CALIFORNIA, LOS ANGELES February 2014 TABLE OF CONTENTS I. ADVERTISEMENT FOR EXECUTIVE ARCHITECT II. PROJECT INFORMATION AND REQUIREMENTS A. PROJECT INFORMATION B. ROLE OF THE ARCHITECT C. CODE REQUIREMENTS D. AGREEMENT AND CONTRACT REQUIREMENTS III. RESPONDING TO THIS REQUEST FOR QUALIFICATIONS A. FORMAT B. COPIES C. RESPONSE ITEMS D. SELECTION SCHEDULE E. SELECTION OF EXECUTIVE ARCHITECT F. DELIVERING RFQ RESPONSES TO UCLA CAPITAL PROGRAMS ATTACHMENTS (Appropriate attachments may be recopied as necessary for submittal) ATTACHMENT A SELECTION CRITERIA ATTACHMENT B STATEMENT OF QUALIFICATIONS (3 pages) ATTACHMENT C PROJECT REPORT ON EQUAL OPPORTUNITY IN THE SELECTION OF DESIGN PROFESSIONALS (for information only) ATTACHMENT D DESIGN PROFESSIONAL BUSINESS INFORMATION FORM (3 pages) ATTACHMENT E STANDARD PROFESSIONAL SERVICES AGREEMENT ATTACHMENT F UNIVERSITY STANDARD FORM OF EXECUTIVE DESIGN PROFESSIONAL AGREEMENT (EDPA) (with Exhibit C Supplemental Requirements) ATTACHMENT G GENERAL CONDITIONS and SUPPLEMENTARY CONDITIONS ATTACHMENT H EXECUTIVE DESIGN PROFESSIONAL / FEE GUIDELINE ATTACHMENT I MAP OF CAPITAL PROGRAMS ATTACHEMENT J SITE MAP UCLA Request for Qualification Anderson School of Management Addition Project Number 948442.01 February 2014 I. ADVERTISEMENT FOR EXECUTIVE ARCHITECT UCLA requests a written response to this Request for Qualifications (RFQ) for the purpose of selecting an Executive Architect for the UCLA Anderson School of Management Addition Project (UCLA Project # 948442.01). The project would involve design and construction of a new addition to the existing buildings of the School that were completed in 1995. The new facility would be intended to support the UCLA Anderson School of Management to increase its sense of community and connectivity for its students and faculty. A pre-design study would be the first phase of work to determine the program needs, appropriate site configuration, program fit, and approximate cost of the proposed addition. The project elements are expected to be determined to fit a building that could be in the range of 70,000 to 100,000 gsf. The work may also include renovation and reconfiguration work of the existing Anderson School buildings and adjacent area. The project would be designed to comply with the University of California Policy on Sustainable Practices. The building would be designed to achieve a minimum of a LEED Gold Rating. Final selection and appointment of the Executive Architect is contingent upon project approval by the University of California Board of Regents or their delegated authority. This RFQ is for full design services; however, the University reserves the right to defer negotiations concerning services other than pre-design studies until the completion of the pre-design phase. The complete RFQ packet will be available at www.capitalprograms.ucla.edu/Contracts/RFQProjects on Tuesday, February 18, 2014. Responses to the RFQ are due by 2:00 p.m. on Tuesday, March 11, 2014. A shortlist of firms will be determined by a screening committee. Interviews for the short listed firms are anticipated to be held by the University during the week of April 7, 2014 between 8:00 a.m. - 5:00 p.m. Every effort will be made to ensure that all persons have equal access to contracts and other business opportunities with the University within the limits imposed by law or University policy. Each candidate firm may be required to show evidence of its equal employment opportunity policy. Jeffrey Averill, FAIA Campus Architect UCLA Capital Programs 1060 Veteran Avenue, 1st Floor Los Angeles, CA 90095-1365 Attn: Liliana Martínez (tel. 310-206-3128, fax 310-206-8392) 1 UCLA Request for Qualification Anderson School of Management Addition Project Number 948442.01 February 2014 II. PROJECT INFORMATION AND REQUIREMENTS Project Background: UCLA Anderson School of Management proposes to construct an addition to its existing buildings to provide additional program space for the school. The goals of a new facility would include, but not be limited to the following: • Improve the sense of community and identity within the school as a whole. • Provide facilities that are appropriate to those of a top-ranked business school. • Enhance the technological capability of the spaces to serve students and faculty. • Consolidate some functions to increase the quality of the student experience. • Provide space for new programs to be incorporated into the existing complex. • Improve the entrance and wayfinding of the complex. Project Description: The existing UCLA Anderson School of Management building was completed in 1995 and designed by Pei Cobb Fried as a significant addition to the UCLA campus. The original project of 305,000 gross square feet was broken down into a cluster of six units, providing a generous facility without excessive bulk adjacent to the historic core of campus. The project reinforced campus identity by blending modern forms with references to the brick and cast stone detailing of the Italian Romanesque forms of the nearby icons of Royce Hall, Powell Library and other original buildings. Built adjacent to a concrete parking structure, the project provides pedestrian circulation via stairs and plazas through the complex that links the lower grade level of the campus by Westwood Plaza with the upper level of the North portion of campus. To the west of the complex is the Stone Canyon Creek area, currently a campus landscape preserve. To the south is the Fowler Museum and a large loading and service area that was originally planned to include a grand staircase connecting the east-west pedestrian walkway with the upper grade level open space to the east between Royce Hall and Rolfe Hall. The project would involve the construction of a new addition to the existing complex. The location and size of the addition has not yet been determined. The work may involve renovation and reconfiguration of the existing Anderson buildings, Parking Structure 5, and the service area to the southeast. Work may include study of current space utilization to determine appropriate renovations, connections to new additions, and potential re-distribution of program spaces. The project elements are expected to be determined to fit a new building or series of additions that could be in the range of 70,000 to 100,000 gsf. A pre-design study would be the first phase of work to determine the appropriate site configuration, program fit, and approximate cost of the proposed structure and/ or alterations. Besides the addition of space to serve the Anderson School, there may be other related campus-serving spaces or improvements in the adjacent area that are to be done by the selected design professional as separate or combined projects. The cost of the project is yet to be determined pending the initial pre-design study. The initial program components of the building to be considered include the following: • Commons space for the sense of community • Admissions 2 UCLA Request for Qualification Anderson School of Management Addition Project Number 948442.01 February 2014 • Career services • Dean’s Office • Development • Alumni relations • Networking space • Student services and club activity space • Central and accessible administrative space • Strengthening of the sense of entry • Additional office support space • Some new classroom and auditorium space Pre-Design Phase: A pre-design study will validate the program requirements for the Anderson School of Management Addition, determine massing options, and evaluate construction costs in order to determine an optimal project configuration. The work may also include consideration of future development of the site that addresses pedestrian and service circulation within the larger surrounding area. Sustainable Design: The project shall be designed to meet the requirements and intent of the University of California Regent’s Policy on Sustainable Practices as it pertains to green building design and energy efficiency. The project will be required to achieve a LEEDTM Gold rating, with documentation prepared by the architect and submitted to the US Green Building Council. The university also has set a goal to outperform the required provisions of the California Energy Code (Title 24) energy efficiency standards by at least 20 percent. C. ROLE OF THE ARCHITECT The Executive Architect will serve as the architect-of-record and will manage and coordinate all design and construction document preparation tasks and construction administration responsibilities for this project. The Executive Architect will assist the University to secure Agency review approvals. UCLA will, based on qualifications presented throughout this process, select the firm best able to serve as Executive Architect for this proposed project. D. CODE REQUIREMENTS The design and construction of University of California, Los Angeles building projects are required to conform to applicable federal and state building codes and standards, including the California Code of Regulations and the Americans with Disabilities Act. The University is generally not subject to the building codes of local jurisdictions; however, the design and construction of utility connections and fire/life safety systems may require coordination with such jurisdictions. Refer to the Supplemental Requirements for the Executive Design Professional Agreement (Attachment F) for additional requirements. Construction documents must be reviewed and approved by the Office of the State Fire Marshal, and Division of the Campus Building Official. 3 UCLA Request for Qualification Anderson School of Management Addition Project Number 948442.01 February 2014 E. AGREEMENT AND CONTRACT REQUIREMENTS All architectural design services to be provided by the Executive Architect shall be in accordance with the following standard University Agreement and Contract documents, which have been approved by the Office of General Counsel to The Regents. Due to Federal requirements associated with the grant funding, there will be modifications to some of these documents prior to contract negotiations. 1. Documents: Attachment E Standard Professional Services Agreement Attachment F University Standard Form of Executive Design Professional Agreement (Between The Regents of the University of California and the Design Professional)-with all exhibits Attachment G General Conditions and Supplementary Conditions (of the construction contract). 2. The Executive Architect shall obtain and maintain the following insurance coverage: Comprehensive-Form or Commercial-Form General Liability Insurance, Business Automobile Liability Insurance, Professional Liability Insurance, and Workers’ Compensation. If the Executive Architect does not currently have coverage in accordance with University requirements, evidence shall be submitted indicating that such coverage will be in effect prior to execution of the Executive Design Professional Agreement. Insurance limits required per the following table: Capital Programs Insurance Limits for Design Services (Architect/Engineer) General Liability Each Occurrence – Combined Single Limit for Bodily Injury & $1,000,000 Property Damage Products – Completed Operations Aggregate $2,000,000 Personal & Advertising Injury $1,000,000 General Aggregate $2,000,000 Business Auto Liability – Each Accident – Combined Single $1,000,000 Limit for Bodily Injury & Property Damage Workers Comp & Employers Liability As required by Federal & State of Calif. Law Professional Liability for Pre-Design work Work done under PSA Each Claim $1,000,000 General Aggregate $2,000,000 Professional Liability for project Work done under EDPA Each Claim $5,000,000 General Aggregate $5,000,000 4 UCLA Request for Qualification Anderson School of Management Addition Project Number 948442.01 February 2014 3. The Executive Architect shall show evidence of a company Equal Opportunity Employment policy, and of company compliance with applicable federal law pertaining to Equal Opportunity Employment. III. Responding to this Request for Qualifications Please comply with the following requirements in preparing responses to this RFQ; responsiveness to these instructions will be considered an indication of the responsiveness of the prospective consultant: A. Format All submittal materials should be in 8 ½” x 11” format, preferably in portrait orientation, bound in a ring binder or spiral- or comb-bound booklet. Tabbed dividers should separate and identify the response items described below in section III.C, numbered or titled as indicated. Submittals should be limited to the sections and items identified in III.C below. Although they are not encouraged, any additional materials submitted at the discretion of the submitting firm, such as standard brochures, team resumes, etc. must be bound separately from the main submittal, and marked clearly. Failure to comply with this requirement may result in disqualification of the entire submittal. B. COPIES: Provide six (6) copies of the bound submittal. C. RESPONSE ITEMS The qualifications submittal should contain the following items: Cover: Include the project name, (UCLA Anderson School of Management, Project Number 948442.01), February 2014, identify that the submittal is a statement of qualifications, and identify the firm submitting the response (with contact information provided either on the cover, or letter of interest, or both). Letter of Interest: Provide a brief letter expressing the prospective Executive Architect’s interest in the project and appropriate qualifications. The letter of interest should be bound into the proposal, not loose. The letter of interest, cover, or both should provide contact information for the firm, including a contact email address for the principal of the firm. Table of Contents: in front of the first tab, following the letter of interest. [Tab 1] Statement of Qualifications (SOQ) form (Attachment B) Complete and submit a Statement of Qualifications (SOQ) form (Attachment B). All listed projects should have been undertaken within the last ten (10) years. [Tab 2] Relevant Experience (maximum 16 single-sided pages, or equivalent, total) Include project descriptions and illustrations of the five projects listed in Attachment B, along with other relevant projects at your discretion, but not more than 16 single-sided pages (or eight double- 5 UCLA Request for Qualification Anderson School of Management Addition Project Number 948442.01 February 2014 sided pages) total. Label clearly the location and dates of the work presented; identify clearly the firms and/or personnel responsible in each case, and their relationships to the team for this project. Standard “cut sheets” may not fully satisfy this requirement. [Tab 3] Applicant’s Qualifications Identify key staff that will work on the project, and describe their roles. Include brief descriptions (one paragraph or a short list of bullet points) of their relevant qualifications and background. Identify both the architect and subconsultants as part of the team proposed (team members as well as firms), and include an organization chart. Concise presentation of this material is strongly encouraged. The University anticipates that the proposed project will require the Executive Architect to provide the services of external subconsultants, or professional expertise from its own staff, in at least the following disciplines: • Structural Engineer • Mechanical, Electrical, Civil Engineer & Plumbing Engineering • Landscape Architect • Specification Writing • Audio/Visual/Technology Consulting • Cost Estimating Other subconsultants may be required for this project. Identify each proposed subconsultant by company name and discipline. Indicate address, telephone number and contact person for each subconsultant. Provide a resume for each proposed subconsulting firm. SOQ (Attachment B) forms do not need to be submitted for subconsultants in this initial qualifications submittal. The University reserves the right to approve or reject all external subconsultants, or internal staff performing consulting services, proposed by the Executive Architect during or after the Executive Architect selection process. [Tab 4] UCLA Design Professional Business Information Form (Attachment D) Complete and sign the Design Professional Business Information Form (Attachment D), including the Self-Certification statement on the second page. The third page should not be submitted. D. SELECTION SCHEDULE In accordance with established UCLA procedures, a screening committee will review all submittals in response to the RFQ and determine a short list of firms to refer to the selection committee. The selection committee will determine further selection procedures, which may include interviews at a time to be determined. The anticipated selection process schedule is as follows: • Tuesday, February 18, 2014: The complete request for qualifications (RFQ) packet will be available at www.capitalprograms.ucla.edu/Contracts/RFQProjects and http://www.bidsync.com . • 2:00 p.m. on Tuesday, March 11, 2014: RFQ submittals due at UCLA Capital Programs. Hand delivery is encouraged to ensure prompt receipt of submittals; do not use U.S. Mail. 6 UCLA Request for Qualification Anderson School of Management Addition Project Number 948442.01 February 2014 • A screening committee will review these responses and recommend a limited number of firms to the selection committee for further consideration, in accordance with University of California procedures. E. SELECTION OF EXECUTIVE ARCHITECT The criteria for UCLA review of the submitted proposals and selection of the Executive Architect are provided in the Selection Criteria (Attachment A). UCLA will enter into negotiations of the Executive Design Professional Agreement with the selected Executive Architect for the project. Fees for basic services are intended to be based on the UC fee guidelines (Attachment H). Pending successful negotiations, UCLA intends to complete the EDPA with the Executive Architect. If negotiations are not successful, UCLA reserves the right to negotiate with other interviewed applicants. Prior to execution of the Executive Design Professional Agreement, the selected firm shall assist UCLA in completing the Project Report on Equal Opportunity in the Selection of Design Professionals (Attachment C), and submit a Certificate of Insurance confirming that the coverage required by UCLA has been obtained. F. DELIVERING RFQ RESPONSES TO UCLA CAPITAL PROGRAMS To be considered for this study, six (6) copies of the bound RFQ submittal documents outlined above in section III. C must be received at the address below no later than 2:00 p.m. on Tuesday, March 11, 2014. Do not send by U. S. Mail. All material submitted becomes the property of UCLA and will not be returned to submitting firm. Jeffrey Averill, FAIA Campus Architect UCLA Capital Programs 1060 Veteran Avenue, 1st Floor Los Angeles, CA 90095-1365 Attention: Liliana Martínez 310-206-3128 7 UCLA Request for Qualification Anderson School of Management Addition Project Number 948442.01 February 2014 SELECTION CRITERIA (ATTACHMENT A) Note: Not all items below will be weighted the same by the Screening and Selection Committees. 1. Relevant Project Experience. Applicant’s demonstration of adequate and meaningful experience with projects of similar/comparable type and scope. Preference may be given to applicants with University of California, and/or other university work, and whose relevant project experience is with the same project team submitted for the proposed project. 2. Design Ability. Applicant’s demonstrated commitment to design excellence and ability to achieve high- quality functional, technical, aesthetic, and economic design for similar/comparable projects. Evaluation of prospective Design Professional teams will include experience in and understanding of sustainable design practices. 3. Affordability. Applicant’s demonstrated success in producing well-designed and affordable buildings. Provide examples of experience with similar construction types. 4. Responsiveness to Project Requirements. Applicant’s demonstrated success in completing similar/comparable building projects consistent with program, budget, schedule and technical requirements. Evaluation of prospective Design Professional teams will include consideration of responsiveness to project requirements and clients on previous projects, and the quality of the relationships maintained throughout these projects. Attentiveness to and compliance with RFQ instructions, interview requirements, and other aspects of the selection process will be taken as an indication of responsiveness. 5. Project Team Members’ Qualifications. Applicant’s demonstration of relevant project experience, availability and capability of proposed key staff members. 6. Subconsultants’ Qualifications. Demonstration of relevant project experience and capability of applicant’s consultants. 7. Management and Document Production Capability: Applicant’s demonstrated success in providing comprehensive project management services and project team coordination, producing construction documents of superior quality, and providing prompt and effective construction phase services. 8. Client Responsiveness. Applicant’s demonstrated success in establishing effective working relationships with client capital projects administrative and technical staff, user representatives, client consultants, construction managers and contractors. 9. Proximity to Project. Proximity of the applicant’s office to UCLA, or demonstrated ability to provide high- quality Executive Architect services from a non-local office. 10. Equal Opportunity Employment. Applicant’s demonstration of a company Equal Opportunity Employment policy and compliance with applicable federal law pertaining to Equal Opportunity Employment. The University follows a policy of equal opportunity in University business contracting. 8