REQUEST FOR PROPOSALS #4-13: DISTRICT CONSTRUCTION PROGRAM-RELATED LEGAL SERVICES Submission Deadline: 3:00 pm Friday, November 2, 2012 Purchasing Dept, BldgT600 1 Barnard Drive Oceanside, CA 92056 Susan Asato, C.P.M. Director of Purchasing and Material Management Building Number T600, Mail Station #20 MiraCosta Community College District 1 Barnard Drive Oceanside, CA 92056 MIRACOSTA COLLEGE RFP #4-13: REQUEST FOR PROPOSALS FOR DISTRICT CONSTRUCTION PROGRAM - RELATED LEGAL SERVICES October 11, 2012 The Governing Board of MiraCosta Community College District invites you to submit a proposal for the performance of various construction related legal services for the period of November 21, 2012 through October 31, 2015. Enclosed is one (1) copy of our Request for Proposals (RFP) calling for District Construction Project – Related Legal Services. Please review the RFP package carefully. All parts of this document, along with the proposal from the selected proposer, will become a binding part of an award to the successful proposer. It is essential that you comply with all instructions regarding procedure and format. If you wish to submit a proposal, your completed proposal must be returned in a sealed envelope clearly marked with the proposal title and number. We must receive your proposal no later than the opening date and time stated in the Notice of Request for Proposals. Such proposals shall be received at the location stated in the Notice of Request for Proposals. Criteria for award of this agreement will be made based on information supplied in your proposal, in accordance with the method of award described herein, which is both a qualitative and a quantitative evaluation. The District reserves the right, at any time and without obligation, to abandon or terminate its efforts to contract for said services with respect to this Request for Proposals. Statements and other materials submitted will not be returned. If you have any questions regarding this Request for Proposal requirements or timeline, please contact the undersigned. MCCCD RFP #4-13: District Construction-Related Legal Services Page 2 of 23 MIRACOSTA COLLEGE RFP #4-13: DISTRICT CONSTRUCTION PROGRAM - RELATED LEGAL SERVICES NOTICE IS HEREBY GIVEN that the MiraCosta Community College District, San Diego County, California, hereinafter referred to as the "District", will receive up to, but not later than 3:00 p.m. on Friday, November 2, 2012, sealed proposals for the award of a contract for: DISTRICT CONSTRUCTION PROGRAM-RELATED LEGAL SERVICES, RFP #4-13 Such proposals shall be received at the location specified below, and shall be opened at the stated time and place: MiraCosta Community College District Purchasing and Material Management Department Attention: Susan Asato, Director 1 Barnard Drive, Building T-600 Oceanside, CA 92056 Date of Opening: Friday, November 2, 2012 Time of Opening: 3:00 p.m. Any proposal received after the stated time will not be considered. Proposals submitted and participation by interested bidders in the process shall be at no cost or obligation to the District. Each proposal must conform and be responsive to this invitation, the Information for Bidders and all other documents comprising the pertinent contract documents. The District reserves the right to reject any or all proposals, to accept or to reject one or more items of a proposal, or to waive any irregularities or informalities in the proposals, or in the proposal process. No bidder may withdraw its proposal for a period of sixty (60) days after the date set for the receipt of proposals. Proposed Schedule: Last Day to Submit for Clarifications October 25, 2012 Proposals Due November 2, 2012 (Friday) 3:00 pm Review of Proposals/Short List Week of November 5, 2012 Oral Interviews (if required) Week of November 26, 2012 Selection of Firm Week of December 3, 2012 Board Approval of Contract December 11, 2012 Negotiation of Final Terms & Conditions December 12 – 14, 2012 MCCCD RFP #4-13: District Construction-Related Legal Services Page 3 of 23 MIRACOSTA COLLEGE RFP # 4-13: REQUEST FOR PROPOSALS FOR DISTRICT CONSTRUCTION PROGRAM - RELATED LEGAL SERVICES 1. INVITATION MiraCosta Community College District, hereinafter referred to as “the District”, invites highly qualified and experienced legal firms to submit a proposal for providing the District with a variety of construction program - related legal services. 2. INFORMATION AND GENERAL CONDITIONS Purpose of this Agreement. MiraCosta Community College District is seeking to retain a qualified law firm to provide legal services related to a major $497 million capital construction program. The District plans to retain a legal firm to assist in these areas, subject to the District’s right to terminate such services at any time and at its sole discretion. 2.1 Preparation of Proposal Documents Interested individuals or firms (Proposers) submitting a proposal shall submit an original proposal plus five (5) copies of said proposal and one (1) electronic copy in the form of a compact disk (CD) or a thumb drive in a sealed envelope prominently marked with the Request for Proposal number and title, the due date and time, and the name of the entity submitting the proposal. A fax or email transmission of a proposal will not be accepted. All questions, requests for clarification and correspondence prior to the submission of the proposal must be submitted in writing to the individual below. No questions or requests for clarifications may be submitted after 4:00 Thursday, October 18, 2012. Proposals must be submitted no later than 3:00 pm, Friday, November 2, 2012 to: Susan Asato Director of Purchasing & Material Management Building T600, Purchasing Department MiraCosta Community College District 1 Barnard Drive Oceanside, CA 92056-3899 Email: sasato@miracosta.edu Fax: 760.795.6795 The District will place a clock (“the District Clock”) in a conspicuous location at the place designated for submittal of Proposals. For purposes of determining the time that a Proposal is submitted, the District Clock shall be controlling. RFP submittals received after the specified time and date will not be considered and will be returned unopened to the sender. It is the Proposer’s responsibility to ensure that its response arrives on or before the specified time. Responses to this RFP must follow the format described in this RFP. Proposers are encouraged to submit concise responses that fully provide the information requested. Elaborate responses or the inclusion of extensive marketing materials are discouraged. 2.2 Signature Proposals shall be signed in original longhand by an authorized signatory officer of the Proposer submitting the proposal. MCCCD RFP #4-13: District Construction-Related Legal Services Page 4 of 23 2.3 Completion of Proposals Proposals shall be completed in all respects as required by the instructions herein and shall be made in accordance with the form specified herein. A proposal may be rejected if it is conditional or incomplete, or if it contains alterations of form, interlineations or other irregularities of any kind. A proposal will be rejected if, in the opinion of the District, the information contained therein was intended to erroneously and fallaciously mislead the District in the evaluation of the proposal. Proposals are to be verified before submission, as they cannot be corrected after proposals are opened. Proposers shall thoroughly examine the contents of this RFP. Before submitting a proposal, proposers shall carefully read the specifications and the forms. They shall fully inform themselves as to all existing conditions and limitations, and shall include in their proposal a sum to cover the cost of all items included in the contract. No allowance will be made because of lack of such examination or knowledge. The failure or omission of any proposer to receive or examine any document with regard to this RFP shall in no way relieve the proposer from obligations with respect to the RFP or any subsequent contract. The submission of a proposal shall be taken as prima facie evidence of compliance with this section. The proposal may be modified after its submission by written notice to the District of withdrawal and resubmission before the date and time specified for receipt of proposals. Modification will not be considered if offered in any other manner. Any addenda or bulletins issued by the District during the time of this proposal shall be issued to the proposer for the preparation of their proposal and shall be made a part of any contract which arises as a result of this RFP. 2.4 Withdrawal of Proposals Proposals may be withdrawn by the Proposer submitting the proposal at any time prior to the closing date and time for receipt of proposals. A request to withdraw a proposal must be in writing and received by the District prior to the scheduled opening of proposals. Proposals not withdrawn must remain open for a period of 60 days following the last day to submit proposals. No amendment, addendum or modification will be accepted after the proposal has been submitted to the District. If a change to a proposal that has been submitted is desired, the submitted proposal must be withdrawn and the replacement proposal submitted to the District prior to the time scheduled for opening of proposals. 2.5 Requests for Clarification To control information disseminated regarding this RFP, parties interested in submitting proposals are directed to make all requests for information and/or clarification in writing and received by the District no later than 5:00 pm, Thursday, October 25, 2012, and shall be emailed to Susan Asato, Director of Purchasing & Material Management, at the following email address: sasato@miracosta.edu. 2.6 Cost of Preparation of Proposals The sole responsibility for compliance with the requirements of this RFP lies with each Proposer submitting a response. Each Proposer is solely responsible for costs in preparing a response to this RFP and other activities associated with this RFP. 2.7 Right to Negotiate and/or Reject Proposals It shall be understood that this Request for Proposals does not commit or obligate the District to accept any response submitted. The District reserves the right to accept or reject any or all of the responses, waive any irregularities, and to negotiate with selected firms any price or provision, in part or in its entirety, whenever, in the sole opinion of the District, such action shall serve its best interests and those of the tax-paying public. The District further expressly reserves the right to MCCCD RFP #4-13: District Construction-Related Legal Services Page 5 of 23 postpone the proposal opening date for its own convenience. Proposers are encouraged to submit their best prices in their proposals, and the District intends to negotiate only with the Proposer(s) whose proposal(s) most closely meet(s) the District’s requirements at the lowest estimated cost. The Contract, if any is awarded, will go to the Proposer whose proposal best meets the District’s requirements and provides the greatest overall value to the District. 2.8 Confidential and Proprietary Information All materials submitted relative to this RFP will be kept confidential until such time as an award is made or the RFP is cancelled. At such time, all materials submitted must be made available to the public. If any part of any proposal is proprietary or confidential, the Proposer must so identify and so state as part of the proposal submission. The District reserves the right to retain all proposals submitted. 2.9 Examination of Contract Documents If the Proposer discovers any ambiguity, conflict, discrepancy, omission or other errors on the RFP, the Proposer shall immediately notify the District of the error in writing and request modification or clarification of the document. Clarifications shall be given by written notice to all Proposers participating in the RFP, without divulging the source of the request for the same. If the Proposer fails to notify the District of an error in the RFP before the date scheduled for submission of proposals, or of an error which reasonably should have been known to the Proposer, the Proposer shall submit the proposal at his/her own risk. If the contract is awarded to the Proposer, he/she shall not be entitled to additional compensation or time by reason of the error or its subsequent correction. Proposals shall be bound by the terms and conditions of the proposal, nothwithstanding the fact that errors are contained therein. However, if material errors are found in a proposal, the District will notify the Proposer that the submitted proposal appears to contain errors and require the Proposer to correct the errors. 2.10 Agreement The form of agreement, which the successful Proposer will be required to execute, is included in the contract documents and should be carefully examined by the Proposer. The complete contract shall consist of the following documents: 1) the Agreement as shown in the sample provided herein; 2) this Request for Proposal and the subsequent successful proposal as accepted by the District, including all modifications thereof and duly incorporated therein; and 3) the Purchase Order. All of the above documents are intended to cooperate and be complementary so that any instructions or requirements called for in one and not mentioned in the other, or vice versa, are to be executed the same as if mentioned in all said documents. The intention of the documents is to include all labor, materials, effort and expenditures necessary for the proper delivery and execution of all services called for in any contract which may arise as a result of this RFP. 2.11 Licenses and Permits The Proposer and all of the Proposer’s employees or agents shall secure and maintain in force such licenses and permits as are required by law, in connection with the furnishing of materials, articles, or services listed herein. All services, operations and materials shall be in accordance with all applicable Federal, State, County and City laws, statutes and requirements. 2.12 Assignment of Contract No assignment by the Proposer of any contract to be entered into hereunder or any part thereof, or of funds to be received thereunder by the Proposer, will be recognized by the District unless such assignment has had the prior written approval of the District, and the surety has been given due notice of such assignment in writing and has consented thereto in writing. All terms, conditions and provisions hereof shall inure to and shall bind the parties hereto their, and each of their respective heirs, executors, administrators, successors and assignees. MCCCD RFP #4-13: District Construction-Related Legal Services Page 6 of 23 2.13 Independent Contractor Status It is expressly understood that the Proposer named in any contract entered into by the District is acting as an “independent contractor” and not as an agent or employee of the District. 2.14 Subcontractors Proposer may subcontract with other qualified firms or individuals as required to complete all or a portion to the work to be done. In the event this subcontracting option is exercised, the Proposer shall be required to submit all information as requested by the District for each subcontractor in identical form and content as that prescribed for the Proposer’s response. In addition, the reason for using subcontractors shall be clearly described, including the role each will play in the project and the relationship between the Proposer and his subcontractor(s), which will be maintained during the term of the contract. All proposed subcontractors shall be approved by the District prior to award of the subcontractor by the Proposer. No subcontract will be approved unless the Proposer provides a written guarantee that his/her firm will be contractually obligated to assume all project responsibilities. Said guarantee shall be incorporated into the written agreement with the successful Proposer. 2.15 Indemnification To the fullest extent permitted by law, and as a material part of this agreement, the Proposer shall indemnify, hold harmless and defend, the District, its Board of Trustees, officers, agents, employees and volunteers against any and all liability, claims, damages, losses and expenses, including reasonable attorneys’ fees, arising out of all acts or omissions of the Proposer, or its officers, agents, employees, volunteers, and subcontractors, excluding, however, such liability, claims, losses, damages, or expenses arising from the District’s sole and active negligence or willful acts. 2.16 Insurance The Proposer and its officers, employees, agents, and subcontractors shall, at their expense, maintain and comply with Insurance Requirements below to protect the Proposer and the District from any and all claims for personal injury, bodily injury and property damage arising from, pertaining to or relating to the scope of work under this agreement. Insurance Requirements shall include: (a) Commercial General Liability: minimum limits of $1,000,000 per occurrence and $2,000,000 general aggregate annual limit for personal injury, bodily injury and property damage including products and completed operations, under Insurance Services Office Occurrence Form CG 00 01. (b) Automobile Liability: $1,000,000 per accident for bodily injury and property damage under Business Automobile Liability Coverage Form Number CA 00 01, (any auto). (c) Professional Liability: Professional Liability Insurance shall be maintained during the performance of this agreement and for a period of five (5) years following Proposer’s completion of services under this agreement. Said Professional Liability Insurance shall not have a retroactive date or, if a retroactive date is included, such retroactive data shall be prior to the date that the Proposer first performs services pursuant to this agreement, (d) Primary Coverage: The insurance provided herein is primary coverage. Any insurance or selfinsurance maintained by the District shall be excess of Proposer’s insurance and shall not contribute with it. (e) Waiver of Subrogation: The Proposer agrees that in the event of loss due to any perils for which it has agreed to provide Commercial General and Automobile Liability insurance, Proposer shall look solely to its insurance carrier(s) for recovery and grants a waiver of any right to subrogation which any such insurer of the Proposer may acquire against the District by virtue of payments of any loss under this insurance. MCCCD RFP #4-13: District Construction-Related Legal Services Page 7 of 23 (f) Certificate of Insurance: The Proposer shall furnish the District with original certificates of insurance and amendatory endorsements effecting coverage required by this Agreement and indicating a thirty (30) day cancellation notice or notice of reduction in coverage. (g) Additional Insured: Insurance shall name the District and its Board of Trustees, officers, employees, agents and volunteers as Additional Insured under said policy. (h) Workers’ Compensation Insurance: The Proposer and all of their officers, employees, agents, volunteers, and subcontractors agree to: (1) procure and maintain in full force and effect Workers’ Compensation and Employer’s Liability insurance covering its employees and agents while these persons are participating in the scope of work hereunder: (2) The insurer for the Proposer shall agree to waive all rights of subrogation against the District, its Board of Trustees, officials, employees, agents and volunteers for losses under the terms of the insurance policy which arise from work performed by the Proposer. Said policy shall be endorsed with the following specific language: “This policy shall not be cancelled or allowed to lapse or materially changed without prior thirty (30) day written notification to the District”. (i) Material Breach: If the Proposer, for any reason, fails to maintain insurance coverage which is required pursuant to this contract, the same shall be deemed a material breach of contract. The Proposer shall, upon notice of such breach from the District, have seven (7) working days to cure such breach. If the Proposer fails to cure such breach, the District, at its sole option, may terminate this contract and obtain damages from the Proposer resulting from said breach. Alternatively, the District may purchase such required insurance coverage, and without further notice to the Proposer, the District may deduct from sums due to the Proposer any premium costs advanced by the District for such insurance. These remedies shall be in addition to any other remedies available to the District. 2.17 Quality of Work The Proposer shall be responsible for the performance of all work as specified herein and shall guarantee that work will meet or exceed the specifications as set forth herein. If it is determined by the District that such services and/or materials do not meet requirements of the District, the Proposer shall be required to correct the same at their own expense. 2.18 Quality of Personnel Assigned to the Work The Proposer shall not employ on this account any unfit person or anyone not skilled in the work assigned to him/her and shall devote only its best qualified personnel to work under this contract. Should the District deem anyone employed under any contract which may arise as a result of this RFP to be incompetent or unfit for his/her duties and so inform the Proposer, the Proposer shall immediately remove such person from this work and he/she shall not again, without prior written permission of the District, be assigned to work under this contract. 2.19 Extra Work and Services In the event that additional work is required in addition to that which would be sufficient under ordinary circumstances, the Proposer shall at once notify the District in writing of the fact, together with a written estimate of the additional work and services required and the estimated cost thereof. In the event the District authorizes and approves the performance of such extra work and services, it shall so notify the Proposer in writing. NO claims of the Proposer for extra work or services shall be allowed or paid without such written consent and approval of the District first having been so obtained before such extra work and services are entered upon or undertaken. 2.20 Work Schedule The District shall schedule and coordinate the Proposer’s performance of the work and the work of others, and the Proposer agrees to comply strictly with such scheduling and coordination. The final version of the work schedule shall be finalized between the District and the Proposer. MCCCD RFP #4-13: District Construction-Related Legal Services Page 8 of 23 2.21 Fees The District agrees to pay and the Proposer agrees to accept for performance of all services rendered herein, exclusive of extra work and services, a fee as specified in the cost proposal included herein. The prices specified in the cost proposal shall be firm for the duration of the contract and shall include all of the Proposer’s costs, taxes, duties, license fees, expenses, overhead, required bonds, and profit. It is understood and agreed that said fee is a maximum fee and is subject to corresponding reduction in the event that the actual cost of performing the services proves to be less than is now estimated at the time of entering into the contract. 2.22 Payment Payment terms shall be "Net 30" from the date of acceptance of work or services, or the date of receipt of the invoice, whichever is later. All invoices shall be sent to District’s address and marked Attention: Accounts Payable, Mail Station 6. 2.23 Termination The District hereby reserves the right to terminate this contract, with or without cause, at any time. In the event of such termination, the Proposer shall be paid the reasonable value of all services rendered up to the date of such termination as may be determined by the District, and the Proposer hereby expressly waives any and all claims for damages or compensation arising under this contract, except as set forth herein, in the event of such termination. Notwithstanding any of the foregoing provisions, if, for any reason, the Board of Trustees fails to appropriate or allocate funds for further payment under any contract derived as a result of this RFP, the District will not be obligated to pay remaining unpaid balances beyond those funds for services already received. 2.24 Default The District shall hold the Proposer responsible for any damage which may be sustained because of the failure or neglect of the Proposer to comply with any term or condition listed herein, it being specifically provided and agreed that time shall be of the essence of the delivery requirement of any contract which may arise as a result of this RFP. If the Proposer fails or neglects to furnish or deliver any of the services, materials, or supplies listed herein at the prices named and at the time and place herein stated, or otherwise fails or neglects to comply with the terms of any contract which may arise as a result of this RFP, the District may, upon written notice to the Proposer, cancel the contract in its entirety or cancel or rescind any or all items affected by such default, and may, whether or not the contract is cancelled in whole or in part, purchase the services, materials, or supplies elsewhere without notice to the Proposer. The prices paid by the District at the time such purchases are made shall be considered the prevailing market prices. Any extra cost incurred by the Proposer’s default may be collected by the District from the Proposer and/or from the surety on the performance bond, if any. 2.25 Force Majeure The parties to any contract which may arise as a result of this RFP shall be excused from performance thereunder during the time and to the extent that they are prevented from obtaining, delivering or performing by act of God, fire, strike, loss or shortage of transportation facilities, lockout, or commandeering of materials, products, plant, or facilities by the government, when satisfactory evidence there of is presented to the other party, provided that it is also established that the non-performance is not due in part to the fault or neglect of the party not performing. 2.26 Instructions to Proceed The Proposer shall not to proceed with performance of any services under this contract without first securing written authorization from the District to do so. MCCCD RFP #4-13: District Construction-Related Legal Services Page 9 of 23 2.27 Interviews Responses to this RFP may be so similar in quality that oral interviews may need to be conducted to assist in making the final selection. The decision to hold interviews and the scope or any limitations thereof shall be at the sole discretion of the District. In the event that an interview is prescribed, the District requires that the designated representatives identified in the proposals as being the attorneys who will be assigned to the District, be present and prepared to respond to District inquiries. 2.28 Workers’ Compensation In accordance with the provisions of Section 3700 of the Labor Code, the Proposer shall secure the payment on compensation to his employees. The Proposer shall sign and file with the District the following certificate prior to performing the work under any contract which may arise as a result of this RFP: "I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for workers’ compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract". The form of such certificate is included as a part of this RFP document. Each Proposer shall sign the certificate and submit it with his/her sealed proposal. 3. INTRODUCTION AND BACKGROUND 3.1 Introduction The District is seeking a “go-to” general counsel firm that has extensive and verifiable experience with contracts related to building educational facilities in California. Specific experience with California community colleges will be an asset. 3.2 General Information and Background about MiraCosta Community College District In order to receive the most current and comprehensive information about the District, we refer you to our comprehensive website: www.miracosta.edu 3.3 Legally Specific District Information and Background The District is a member of the San Diego County Board of Education Risk Management JPA, and that JPA provides liability attorneys for the District. For information about the capital construction program, go to the Executive Summary of the District’s Comprehensive Master Plan at www.miracosta.ed/ourplan. For information about Proposition EE, go to www.yesonEE.com. We strongly encourage all Proposers to research the sites and familiarize themselves with the information provided there. 3.4 Proposal Content A complete proposal shall include all of the following documents (in listed order): A. B. C. D. E. F. Completed and Signed Proposal Form. Completed Responses to Evaluation Questions. Completed References Form. Description of services to be provided. Completed Cost Proposal Form. Completed Certification Regarding Workers' Compensation Form. In order to be considered an acceptable proposal, all of the above documents must be included in the submittal, in the format as specified herein. MCCCD RFP #4-13: District Construction-Related Legal Services Page 10 of 23 3.5 Evaluation Criteria and Method of Award All proposals received in response to this RFP will receive a fair and impartial evaluation by the District. Determination of a responsive proposal will be based upon the formal written proposal submitted by each Proposer. This initial evaluation will determine if each proposal is sufficiently responsive to this RFP to permit a complete evaluation. Proposals will be evaluated to determine their compliance with the qualifications and the completeness of the Proposer’s response to the mandatory requirements of this RFP. Award will be made to the vendor offering a proposal deemed to be the most advantageous and offering the best value to the District. The District shall be the sole judge in making such determination, and its decision shall be final. All respondents will be notified in writing of the District’s selection. Each proposal will be evaluated to determine its responsiveness to the mandatory and desirable requirements specified in this RFP. Only proposals deemed responsive to the requirements will be considered for this phase of the evaluation. A proposal that is not responsive to the criteria may be rejected, and if rejected, it shall not be considered for further evaluation by the District. In conducting this evaluation, the District may obtain and use information in addition to that contained in the proposals, from any source desired. Customers on each Proposer’s reference list may be contacted, as may other customers selected by the District. If errors or inconsistencies are discovered, they will be evaluated accordingly. If a proposal fails to meet a mandatory requirement of this RFP, the District will determine if the deviation is material. A material deviation may cause rejection of the proposal. A proposal rejected at this phase of the evaluation process shall not be given further consideration. Proposers’ responses to the requirements in this RFP will be evaluated by a committee of District representatives. Responses to items will be evaluated relative to each other, as well as on how well they meet the needs of the District. Cost evaluation will include, but not be limited to, analysis of the prices bid for all services. Only proposals that are deemed responsive to this RFP, where the proposal is in full compliance with the mandatory requirements and qualifications specified throughout the RFP, will be considered for cost scoring. Proposal responses will be weighed by the District’s evaluation committee using the criteria described below: A. Conformance to rules governing competition as set forth in this RFP; B. Responsiveness to the requirements of this RFP; C. Cost analysis of the proposed services to be performed; D. Value analysis of the proposed services to be performed; E. Customer references (current and past); F. Interviews with Proposer finalists and staff designated to the District, if required. The ability, capacity and skill of the Proposer to perform the contract or provide the services required will be determined using the following criteria: A. Ability of the Proposer to provide timely and successful information and services, without delay or interference. B. The reputation, judgment, experience, and efficiency of the Proposer. C. The quality of performance of current and previous contracts or services, including quality and appropriateness of staff, adherence to budget and schedule, and overall satisfaction with the proposer. D. The sufficiency of resources and ability of the Proposer to provide the service, including the appropriateness and adequacy of proposed procedures, and the qualifications of staff. E. The number and scope of conditions attached to the proposal. F. The cost of the project. MCCCD RFP #4-13: District Construction-Related Legal Services Page 11 of 23 4. GENERAL SCOPE OF WORK 4.1 Construction: A specialized construction law firm must be able to demonstrate that it has a track record of preparing documents and legal advice that will limit the District’s exposure to litigation and change orders, and then minimizing the impact of change orders and effectively handing any potential post-construction litigation. The firm must have verifiable successful experience in preparing and successfully defending all documents and legal advice related to education facilities planning, construction and renovation in California. At a minimum, a construction counsel should have some level of knowledge and experience in the following areas (some areas would require only general knowledge; specialized services could be contracted out): ● Education Code, Public Contract Code, Government Code, Field Act, Title 5, and Title 9, as related to public works and construction ● Public works and construction, including liability and claims Construction claims and litigations Bid and contractor compliance Environmental compliance and CEQA ● Facilities Planning within California Community Colleges, including the Facilities Planning Manual ● Labor compliance and reporting obligations ● Experience with the Department of the State Architect ● Real estate acquisitions/disposals and leases Eminent domain and easements ● Public and private financing of facilities, including reporting obligations, audits, etc. ● ADA and barrier removal compliance ● Various construction and construction management delivery methods, such as: CM, CM at Risk, CM Agency, Design-Build, Design-Bid-Build, Integrated Project Delivery, etc. 4.2 Other: Other services requested may include, but are not necessarily limited to, the following: ● Advise the District’s Governing Board, Superintendent/President and designated Administrators on various legal and construction issues. ● Inform the Vice President of Business and Administrative Services and/or designee of changes in the laws that would affect existing District Board Policy and/or require new District Board Policy. ● Conduct workshops and seminars in areas of general concern. ● Legal advice and representation of the District in litigation on any or all matters as directed by the District’s Superintendent/President, Vice President of Business and Administrative Services or the Board of Trustees. The legal services may include, but are not limited to, the topics referenced above. MCCCD RFP #4-13: District Construction-Related Legal Services Page 12 of 23 PROPOSAL FORM TO: MIRACOSTA COMMUNITY COLLEGE DISTRICT, acting by and through its Governing Board, herein called the "District": 1. Pursuant to and in compliance with your Notice of Request for Proposals and the other documents relating thereto, the undersigned Proposer, having familiarized him/her self with the terms of the Request for Proposals, the Agreement, the Specifications and other Contract Documents, hereby proposes and agrees to perform, within the time stipulated, the Contract, including all of its component parts, and everything required to be performed, all in strict conformity with the plans and specifications and other Contract Documents, including Addenda Nos. , and , on file at the Office of Purchasing and Material Management of said Board for the sums set opposite the articles listed herein: 2. It is understood that the District reserves the right to reject this Proposal in whole or in part; to waive informalities in the proposals or in the bidding, and that this proposal shall remain open and not be withdrawn for a period of sixty (60) days from the date prescribed for the opening of this Proposal. 3. It is understood that the successful proposer will be required to deliver all items as so stipulated in the terms and conditions of their proposal document and within the delivery time stated. 4. It is understood and agreed that if written notice of the acceptance of this proposal is mailed, telegraphed or delivered to the undersigned, within sixty (60) days after the opening of the proposal, or at any time thereafter before this proposal is withdrawn; the undersigned agrees that he/she will execute and deliver to the District a contract in the form attached hereto in accordance with the proposal as accepted, all within five (5) days after receipt of notification of award, and that performance of the contract shall be commenced immediately by the undersigned proposer, upon due execution and delivery to the District of the contract; and shall be completed by the Contractor in the time specified in the Agreement of said Contract Documents. 5. Notice of acceptance or requests for additional information should be addressed to the undersigned at the address stated below. Proper Name of Proposer: _________________________________ By: ___________________________________________________ Signature of Authorized Agent or Officer Printed Name of Authorized Agent: __________________________ Address: _______________________________________________ _______________________________________________ Phone: _____________ Email: _____________________ Federal Tax ID Number: ___________________________ Date: _________________________________ MCCCD RFP #4-13: District Construction-Related Legal Services Page 13 of 23 PROPOSAL RESPONSES Please provide the following information as requested herein, using the format provided: A. B. NATURE AND CAPACITY OF THE PROPOSING FIRM OR INDIVIDUAL 1. State the legal status of your firm, e.g. general partnership, LLP, LLC, sole proprietor, etc. 2. Length of time your firm has been in existence? 3. Location of your firm’s main office and, if applicable, all Southern California and San Diego offices. 4. Name, title, address, phone number and email address of all person(s) authorized to make representations for the firm: 5. Size of the firm, including the total number of attorneys state-wide and the size of any San Diego County office(s): 6. List by name the partners and/or attorneys and the paralegals in your firm that will be assigned to District matters. Include professional memberships, certifications, and licenses for key individuals assigned to the District. RESOURCES THE FIRM WOULD BE WILLING TO COMMIT TO THE DISTRICT 1. Number of attorneys with specific experience in construction-related law on behalf of community college districts, broken down by partner and associate. C. 2. Describe the level of attorney (e.g. senior or junior partner, senior associate, etc.) to be used on various aspects of District legal matters. 3. Describe how you determine to staff a case for your public entity clients: CLIENT EXPERIENCE 1. Provide a summary of your firm’s construction experience broken down by type of entity (e.g. community college, K-12, public sector entities, private sector clients): 2. Provide a summary of your firm’s educational construction and public works experience. Also, please summarize the experience of the staff to be assigned to the District in this area: 3. For each attorney, please state the number of jury and/or bench trials, mediations, and arbitrations (binding and non-binding) that s/he has had for public works construction matters in the last ten years: MCCCD RFP #4-13: District Construction-Related Legal Services Page 14 of 23 4. How many total public works/construction cases has your firm handled in the past ten years? 5. How long has your firm been providing construction and public works-related legal services to public agency clients? 6. Does your firm provide training to public agency employees in the areas of labor, general business and construction law? If so, describe the type of training your firm has provided to other public agencies. Do you charge your public agency clients for training services, and if so, how much? 7. Does your firm provide budgets for legal fees and costs for each matter you handle for public agency clients? If so, describe the type of budget information the report contains. Do you charge your public agency clients for preparing budget reports, and if so, how much? 8. What experience do you have working with a Public Information Office and the press to get ahead of issues that may be publicized? How can you help the District manage public perception of legal issues? 9. Describe and provide evidence regarding your firm’s malpractice insurance coverage, including amounts of coverage. 10. Is there now pending any legal action alleging malpractice or violations of law in connection with any partner of the firm or any attorney employed by the firm, or in connection with any matter for the type of services your firm would like to provide for the District? Have there been any settlements or judgments involving such actions within the last five years? Please describe each such settlement or judgment, including the nature of the action and the amount of recovery. 11. Are there pending legal or disciplinary matters involving such actions against the firm by any state or federal regulatory agency? Also, include information about any material pending legal action or settlement or judgment involving a claim of fraud, whether civil or criminal. 12. Describe any existing or potential conflict of interest arising from your relationships with, or representations of, other parties that should be considered as a factor in determining your objectivity. Please provide sufficient facts, legal implications and possible effects in order for the District to appreciate the significance of each potential conflict. MCCCD RFP #4-13: District Construction-Related Legal Services Page 15 of 23 PERSONNEL EXPERIENCE NAME Title Office Location Role How Long in Current Position? How Long in Relevant Practice? How Long Licensed in California? Number of Community College Transactions Individual Has Participated? Other Relevant Experience Billing Rate NAME Title Office Location Role How Long in Current Position? How Long in Relevant Practice? How Long Licensed in California? Number of Community College Transactions Individual Has Participated? Other Relevant Experience Billing Rate NAME Title Office Location Role How Long in Current Position? How Long in Relevant Practice? How Long Licensed in California? Number of Community College Transactions Individual Has Participated? Other Relevant Experience Billing Rate MCCCD RFP #4-13: District Construction-Related Legal Services Page 16 of 23 FEE AND RATE PROPOSAL Provide the following information regarding the various fees and hourly rates to be charged to the District. Hourly rates shall be charged in quarter-hour intervals or greater. 2012-2013 2013-2014 2014-2015 Hourly Rate for Partner: $ _______ $ _______ $ _______ Hourly Rate for Attorney: $ _______ $ _______ $ _______ Hourly Rate for Associate: $ _______ $ _______ $ _______ Hourly Rate for Paralegal: $ _______ $ _______ $ _______ Hourly Rate for Telephone Consultation: $ _______ $ _______ $ _______ Hourly Rate for Mediation or Arbitration: $ _______ $ _______ $ _______ Hourly Rate for Court Litigation: $ _______ $ _______ $ _______ Hourly Rate for Administrative Proceedings: $ _______ $ _______ $ _______ Hourly Rate for Travel (portal-to-portal): $ _______ $ _______ $ _______ Hourly Rate for Attendance at Board Meetings & Closed Sessions $ _______ $ _______ $ _______ Cost for fax transmission/receiving: $ _______ $ _______ $ _______ Cost for printing/duplication: $ _______ $ _______ $ _______ List any other types of services generating a cost to the District which are not included in the fees shown above, plus a formula or explanation as to how these additional costs will be determined and billed to the District. Fees for the first year are to be firm. Pricing should be submitted for years 1 through 3 of the proposed contract period. However, note that rate change requests for subsequent years will be subject to negotiation at the time of renewal, will require written approval by the District, and may also result in nonrenewal of the contract. MCCCD RFP #4-13: District Construction-Related Legal Services Page 17 of 23 SAMPLE OF AGREEMENT FOR DISTRICT LEGAL SERVICES This contract made and entered into this day of , 2012 by and between MiraCosta Community College District of San Diego County, California, hereinafter called the “District” and , hereinafter called “(name of legal firm)”. WITNESSETH: That the parties hereto have mutually covenanted and agreed, and by those present do covenant and agree with each other, as follows: Article 1. CONTRACT DOCUMENTS: The complete contract consists of the following documents: The Request for Proposals as included herein, the accepted proposal, the specifications of this Agreement, including all modifications thereof duly incorporated therein, and the Purchase Order, as applicable. Any and all obligations of the District and (name of legal firm) are fully set forth and described therein or are reasonably inferable there from. All of the above documents are intended to cooperate and be complementary so that any work called for in one and not mentioned in the others or vice versa, is to be executed the same as if mentioned in said documents. The documents comprising the complete contract are sometimes hereinafter referred to as the Contract Document, or the Contract. Article 2. EMPLOYMENT OF FIRM TO PROVIDE LEGAL SERVICES: The District, pursuant to section 53060 of the Government Code, hereby employs (name of legal firm) to perform the necessary professional services, including but not limited to those hereinafter set forth in connection with the provision of construction-related legal services to the District. Article 3. SCOPE OF WORK: The scope of work and the provisions for its performance shall be in accordance with the terms and conditions as specified in Request for Proposals # 4-13, included herein as part of this Agreement. Article 4. CONTRACT PERIOD: This Agreement shall be in effect for a period of three years, commencing November 21, 2012 and ending October 31, 2015. Subsequent contract extensions may be made in one-year increments upon mutual written agreement between the District and (name of legal firm). Article 5. QUALITY OF WORK: (Name of legal firm) shall be responsible for the performance of all work as specified in this Contract, and shall guarantee that work meets or exceeds the specifications as set forth herein. Article 6. Proposer’s Employees: (Name of legal firm) shall not employ on this account any unfit person or anyone not skilled in the work assigned to him/her and shall devote only its best qualified personnel to work under this Agreement. Should the District deem anyone employed on this account to be incompetent or unfit for his/her duties, and so inform (name of legal firm), (name of legal firm)shall immediately remove such person from this work and he/she shall not again, without prior written permission of the District, be assigned to work under this Agreement. Article 7. EXTRA WORK AND SERVICES: In the event that circumstances indicate that more detailed work is required in addition to that which would be sufficient under ordinary circumstances, (name of legal firm) shall at once notify the District in writing of the fact, together with a written estimate of the additional work and services required and the estimated cost thereof. In the event the District authorizes and approves the performance of such extra work and services, it shall so notify (name of legal firm) in writing. NO claims of (name of legal firm) for extra work or services shall be allowed or paid without such written consent and approval of the District first having been so obtained before such extra work and services are entered upon or undertaken. MCCCD RFP #4-13: District Construction-Related Legal Services Page 18 of 23 Article 8. SCHEDULE: The District shall schedule and coordinate the performance of the work and (name of legal firm) agrees to comply strictly with such scheduling and coordination. Article 9. FEES: The District agrees to pay and (name of legal firm) agrees to accept for performance of all services rendered herein, exclusive of extra work and services, fees as specified in accordance with the rates as proposed in Request for Proposals #4-13. Article 10. PAYMENT: Payment terms shall be "Net 30" from the date of acceptance of work or services, or the date of receipt of the invoice, whichever is later. All invoices shall be sent to District’s address and marked Attention: Accounts Payable, Mail Station 6. Progress invoices may be submitted for payment, subject to approval of the Vice President of Business and Administrative Services. Article 11. TERMINATION: The District hereby reserves the right to terminate this contract, with or without cause, at any time. In the event of such termination, (name of legal firm) shall be paid the reasonable value of all services rendered up to the date of such termination as may be determined by the District, and (name of legal firm) hereby expressly waives any and all claims for damages or compensation arising under this Agreement, except as set forth herein, in the event of such termination. Notwithstanding any of the foregoing provisions, if, for any reason, the Board of Trustees fails to appropriate or allocate funds for further payment under this Contract, the District will not be obligated to pay remaining unpaid balances beyond those funds for items already received. Article 12. DEFAULT BY (name of legal firm): The District shall hold (name of legal firm) responsible for any damage which may be sustained because of the failure or neglect of (name of legal firm) to comply with any term or condition listed herein, it being specifically provided and agreed that time shall be of the essence in this Agreement. If (name of legal firm) fails or neglects to furnish or deliver any of the services listed herein at the prices named and at the time and place herein stated, or otherwise fails or neglects to comply with the terms of the Agreement, the District may, upon written notice to (name of legal firm), cancel the Agreement in its entirety or cancel or rescind any or all items affected by such default. Article 13. WAIVER OF LIABILITY: In accordance with the terms and conditions as specified in Request for Proposals #4-13, (name of legal firm) shall hold harmless and indemnify the District and its trustees, officers, and employees from every claim or demand which may be made by reason of the work called for in this Agreement. (Name of legal firm) at its own expense and risk, shall defend any legal proceedings that may be brought against the District, or its Governing Board, its officers or employees, on any such claim or demand, and satisfy any judgment that may be rendered against any of them. Article 14. INSURANCE, PERMIT AND LICENSE REQUIREMENTS: Professional Liability Insurance shall be maintained during the performance of this Agreement and for a period of at least five (5) years following (name of legal firm)’s completion of its services under this agreement. Said Professional Liability Insurance shall not have a retroactive date or, if a retroactive date is included, such retroactive date shall be prior to the date that (name of legal firm) first performs services pursuant to this agreement. In accordance with the terms and conditions as specified in Request for Proposals #4-13, (name of legal firm) shall obtain, in such form and with such carriers acceptable to the District, and keep in force at its sole expense during the term of this Agreement and any extensions thereof, insurance adequate to protect (name of legal firm) from claims under Workers' Compensation Acts, and from claims for damages for personal injury (including death), and damage to property which may arise as a consequence of this Agreement. The failure to furnish such evidence may be considered default by (name of legal firm). (Name of legal firm) and all of its employees or agents shall secure and maintain in force such licenses and permits as are required by law, in connection with the furnishing of goods or services covered under this Contract. All operations and materials shall be in accordance with the law. MCCCD RFP #4-13: District Construction-Related Legal Services Page 19 of 23 Article 15. INDEPENDENT CONTRACTOR: (Name of legal firm) is not an officer, employee, or agent of the District. While engaged in carrying out and complying with the terms and conditions of this contract, (name of legal firm) is an independent contractor, and is not an officer, employee or agent of the District. Article 16. INSTRUCTIONS TO PROCEED: (Name of legal firm) is not to proceed with performance of any services under this contract without first securing written authorization from the District to do so. Article 17. ACKNOWLEDGEMENT AND ACCEPTANCE: IN WITNESS WHEREOF the District, by order of its Governing Board, has caused this instrument to be duly subscribed, and (name of legal firm) has caused this instrument to be duly subscribed and executed, all on the date first hereinbefore set forth. MIRACOSTA COMMUNITY COLLEGE San Diego County, California ____________________________ (Name of Legal Firm) By ______________________________ By _________________________ (Signature of Authorized Agent) Susan C. Asato, C.P.M. . _____________________________ (Printed Name of Authorized Agent) Director, Purchasing & Material Mgt _____________________________ (Title of Authorized Agent) Date ___________________________ Date ________________________ Approved by the Governing Board on: ______________________________ MCCCD RFP #4-13: District Construction-Related Legal Services Page 20 of 23 REFERENCES Each Proposer must be able to present both current and past evidence of satisfactory experience in providing legal services. The District is particularly interested in evaluation references of 2-year public community colleges similar to size and function to MiraCosta College. List additional references for educational or governmental entities that can be contacted for an assessment of current or past client satisfaction. CURRENT REFERENCES Name of Entity: ________________________________________________________________ Contact Person: ________________________________________________________________ Address: ______________________________________________________________________ City: ____________________________________ State: ________________ Zip: ___________ Phone No.: __________________ Fax No.: __________________ Email: _________________ Number of Years Using Your Firm’s Services: ________________________________________ Type of Legal Services Provided: __________________________________________________ Number of administrative hearings or cases conducted and the outcomes of those hearings/cases: _______________________________________________________________________________ Name of Entity: ________________________________________________________________ Contact Person: ________________________________________________________________ Address: ______________________________________________________________________ City: ____________________________________ State: ________________ Zip: ___________ Phone No.: __________________ Fax No.: __________________ Email: _________________ Number of Years Using Your Firm’s Services: ________________________________________ Type of Legal Services Provided: __________________________________________________ Number of administrative hearings or cases conducted and the outcomes of those hearings/cases: _______________________________________________________________________________ Name of Entity: ________________________________________________________________ Contact Person: ________________________________________________________________ Address: ______________________________________________________________________ City: ____________________________________ State: ________________ Zip: ___________ Phone No.: __________________ Fax No.: __________________ Email: _________________ Number of Years Using Your Firm’s Services: ________________________________________ Type of Legal Services Provided: __________________________________________________ Number of administrative hearings or cases conducted and the outcomes of those hearings/cases: _______________________________________________________________________________ MCCCD RFP #4-13: District Construction-Related Legal Services Page 21 of 23 PAST REFERENCES Name of Entity: ________________________________________________________________ Contact Person: ________________________________________________________________ Address: ______________________________________________________________________ City: ____________________________________ State: ________________ Zip: ___________ Phone No.: __________________ Fax No.: __________________ Email: _________________ Number of Years Using Your Firm’s Services: ________________________________________ Type of Legal Services Provided: __________________________________________________ Number of administrative hearings or cases conducted and the outcomes of those hearings/cases: _____________________________________________________________________________ Name of Entity: ________________________________________________________________ Contact Person: ________________________________________________________________ Address: ______________________________________________________________________ City: ____________________________________ State: ________________ Zip: ___________ Phone No.: __________________ Fax No.: __________________ Email: _________________ Number of Years Using Your Firm’s Services: ________________________________________ Type of Legal Services Provided: __________________________________________________ Number of administrative hearings or cases conducted and the outcomes of those hearings/cases: _______________________________________________________________________________ Name of Entity: ________________________________________________________________ Contact Person: ________________________________________________________________ Address: ______________________________________________________________________ City: ____________________________________ State: ________________ Zip: ___________ Phone No.: __________________ Fax No.: __________________ Email: _________________ Number of Years Using Your Firm’s Services: ________________________________________ Type of Legal Services Provided: __________________________________________________ Number of administrative hearings or cases conducted and the outcomes of those hearings/cases: _______________________________________________________________________________ MCCCD RFP #4-13: District Construction-Related Legal Services Page 22 of 23 CONTRACTOR'S CERTIFICATION REGARDING WORKERS' COMPENSATION Labor Code section 3700 in relevant part provides: Every employer except the State shall secure the payment of compensation in one or more of the following ways: (a) By being insured against liability to pay compensation in one or more insurers duly authorized to write compensation insurance in this State. (b) By securing from the Director of Industrial Relations a certificate of consent to selfinsure, which may be given upon furnishing proof satisfactory to the Director of Industrial Relations of ability to self-insure and to pay any compensation that may become due to his employees. I am aware of the provisions of section 3700 of the Labor Code which require every employer to be insured against liability for workers' compensation or to undertake self-insurance in accordance with the provisions of the code, and I will comply with such provisions before commencing the performance of the work of this contract. Proper Name of Bidder By: ________________________________________ (Signature of Authorized Agent/Officer) Date: _________________ (In accordance with article 5 (commencing at section 1860), chapter 1, part 7, division 2 of the Labor Code, the above certificate must be signed and filed with the awarding body prior to performing any work under this contract.