ENGINEERING & DESIGN SERVICES FOR ROOFING UPGRADE FOR HIDDEN VALLEY ELEMENTARY SCHOOL

REQUEST FOR QUALIFICATIONS ENGINEERING AND
DESIGN SERVICES FOR ROOFING UPGRADE AT THE
FOLLOWING SCHOOL:
HIDDEN VALLEY ELEMENTARY SCHOOL
RFQ NO. 26004
Date of Issue: April 13, 2026
Qualifications Statement Due Date:
Date: April 30, 2026
Time: 2:00 PM ET
Issued for:
CharlotteMecklenburg Schools Building
Services Department
3301 Stafford Drive
Charlotte, North Carolina 28208
Issued by:
Facilities & Contract Administration Manager
yolandas.fergerson@cms.k12.nc.us
(980) 3436580

INTRODUCTION
CharlotteMecklenburg Board of Education (hereinafter "CMBE") is soliciting the submittal of
qualification statements from experienced Engineering Firms (hereinafter "Firm") interested in
providing construction administration and contract documentation for Roofing Upgrade at Hidden Valley
Elementary School.
The major activities that make up the scope of services include, but are not limited to,
construction administration, contract documentation, and project coordination for roof upgrade.
CMBE reserves the right to reject all submittals. This submittal request is neither a contractual offer
nor a commitment to purchase services. CMBE assumes no contractual obligation as a result of the
issuance of this request, the preparation or submission of a qualifications statement by a Firm, the
evaluation of statements or final selection.
RFQ SCHEDULE
The table below shows the intended schedule for this RFQ. CMBE will make every effort to adhere to
this schedule.
Event DateandTime
Issue RFQ CMBE April 13, 2026
Submitted Written Questions Firms April 20, 2026by 3PM
Provide Responses to Questions CMBE April 23,2026by 4PM
Submit Proposals Firms April 30,2026 by 2PM
Contract Award CMBE TBA
Contract Effective Date CMBE Uponexecution
The qualifications statement shall be submitted no later than 2PM on April 30, 2026.
Once the submittals have been reviewed, CMBE reserves the right to shortlist Firm(s) and
request that the Firm(s) conduct a presentation and be interviewed by the selection committee.
RFQ QUESTIONS
Written questions shall be emailed to yolandas.fergerson@cms.k12.nc.us and c1.haskins
hall@cms.k12.nc.us by the date and time specified above. Firms should enter "RFQ # 26004 -
Questions" as the subject for the email. Questions received prior to the submission deadline date,
CMBE's response, and any additional terms deemed necessary by CMBE will be posted in the form of an
addendum to the CMS Construction website, Operations Support Services and shall become an
Addendum to this RFQ. No information, instruction or advice provided orally or informally by any CMBE
personnel, whether made in response to a question or otherwise in connection with this RFQ, shall be
considered authoritative or binding. Firms shall rely only on written material contained in an Addendum
to this RFQ.

SUBMISSION OF QUALIFICATIONS
The qualifications statement must be submitted with one (1) original, and one (1) electronic copy on
flash drive. When responding to this RFQ, please follow all instructions carefully. Please submit proposal
contents according to the outline specified. Failure to follow these instructions may be considered a non
responsive submission and may result in immediate elimination from further consideration. The
qualifications statement should be sent to the address indicated in the table below.
Mailing address for delivery of proposal via Office Address of delivery by any other
US Postal Service method (hand delivery, overnight, or any
other carrier)
RFQ Number: RFQ 26004 RFQ Number: RFQ 26004
CharlotteMecklenburg Schools CharlotteMecklenburg Schools
ATTN: Yolanda Fergerson 3301 ATTN: Yolanda Fergerson 3301
Stafford Drive Stafford Drive
Charlotte, North Carolina 28208 Charlotte, North Carolina 28208
Firm Number Firm Number
IMPORTANT NOTE: All qualifications shall be physically delivered to the office address listed above on or
before the submission deadline in order to be considered timely, regardless of the method of
delivery. This is an absolute requirement. All risk of late arrival due to unanticipated delay-whether
delivered by U.S. Postal Service, courier or other delivery service is entirely on the Firm(s). It is the sole
responsibility of the Firm to have the qualifications physically in this Office by the specified time and date
of opening.
Location: Hidden Valley Elementary School, 5100 Snow White Lane, Charlotte, NC 28213
Structure: Multi-Class Modular Classroom Complex
Primary Objective: To remove existing roofing materials down to the joists and install a new, high-performance 60
mil PVC membrane system to ensure long-term weatherproofing and energy efficiency.
Phase 1: Design & Contract Documents
The Design Professional shall prepare a comprehensive set of documents to define the technical requirements and
quality standards for the project at Hidden Valley Elementary.
Detailed Drawings: Provide roof plans, tapered insulation layouts, and largescale 2D details for all PVC membrane
terminations, curbs, and penetrations.
Technical Specifications: Develop CSIformat specifications (Division 07) detailing material performance, plywood
thickness, fastener types, and heatwelding requirements.
Regulatory Compliance: Ensure all designs comply with state and local educational building codes, including specific
winduplift and firerating (Class A) requirements.
Bid Package: Prepare the formal "Request for Proposal" (RFP) including General Conditions, Supplemental
Conditions, and a clear Bid Form to ensure "applestoapples" contractor pricing.

Phase 2: Contract Administration (CA)
During the June 2027 - August 2027 construction window, the Design Professional will act as the owner's representative
to oversee the following:
Submittal Review: Review and approve the contractor's shop drawings, product data, and material samples (PVC
membrane, adhesives, and plywood) prior to installation.
PreConstruction Meeting: Lead a kickoff meeting with school officials and the contractor to coordinate site access,
safety protocols, and the summer schedule.
Field Observations: Conduct weekly site visits to verify that the fullyadhered application and plywood replacement are
being performed in strict accordance with the contract documents.
Request for Information (RFI) Management: Provide timely responses to contractor questions regarding unforeseen
field conditions.
Payment Certification: Review the contractor's applications for payment to ensure the school only pays for work
accurately completed and materials stored onsite.
Punch List & Closeout: Perform a final walkthrough in August 2027. Create a "punch list" of deficiencies for the
contractor to correct before the school year begins and verify that all warranties have been issued.
Project Timeline: June 2027 - August 2027
Phase 1: Mobilization (Early June 2027): Secure the site, establish safety perimeters, and deliver materials (PVC rolls,
plywood, adhesives).
Phase 2: Demolition & Decking (MidJune - July 2027): Systematic removal of old membrane and plywood, followed by
immediate replacement with new CDXgrade plywood decking to maintain weathertightness.
Phase 3: Membrane Installation (July - Early August 2027): Application of the fullyadhered 60 mil. PVC system and
heatwelding of all seams.
Phase 4: Closeout (MidAugust 2027): Final inspections, water testing, and site cleanup prior to the start of the 2027
2028 school year.
Project Standards
Note: All work must comply with Local Building Codes and safety regulations for temporary or permanent modular
school buildings.
Note: the timeframe is estimated. It is a possibility that the timeframe will take place sooner than later.

CONTENTS OF QUALIFICATIONS STATEMENT
Respondents must carefully read the information in this "Contents of Qualifications Statement" section and
submit a complete Qualifications Statement responding to each request for information. Incomplete
Qualifications Statements will be considered nonresponsive and are subject to rejection. A combined
qualification for all schools is acceptable, however, each school will be evaluated individually.
Qualifications shall be submitted on 81/2 x 11 paper, side bound with Table of Contents and reference tabs
for key sections. The qualification statement must be submitted with one
(1) original and one (1) electronic copy on flash drive.
Qualification Statement must include all the following information:
1. Introduction - Letter of Transmittal
* Summarize in a brief and concise manner the Firm's understanding of the scope of work and
make a positive commitment to perform the work in a professional and timely manner.
2. Qualifications of Firm
Provide:
* General work plan that demonstrates the Firm's complete understanding of the scope of work.
* Company's recent (last 5 years) relevant experience in providing design services for similar
projects.
* Previous project success for projects of same or similar scope as this project.
* Overall qualifications of project managers and key personnel to be used on these projects.
* Provide license number on RFQ document

3. Project Management and Project Completion Background
Please provide:
* Firm staff resumes that show experience with school systems or other governmental
entities for staff assigned to this project.
* Statement of qualifications of the Firm and license number placed on qualification proposal
* List of personnel who will work on the project including their specific qualifications and
experience on projects of similar scope.
* List any professional training and experience, especially in relation to the type and
magnitude of work required for this scope of services.
* List any licenses or certifications related to the scope of work described in this Request for
Qualifications.
* Describe the Firm's approach to and/or method of cost control and project scheduling.
* Firms Project Completion Background
* Hourly billing rates charged by your Firm for each position type.
4. References - Past Performance and Existing Contracts
Please provide:
* List of previous and current clients for work similar to this scope of work within the past five (5)
years. Include names and location of project, brief description and Firm's key personnel's
involvement, name of project manager and telephone number, date, and value of project. In
addition, please complete Attachment A: Reference Disclosure Form and submit with
qualifications.
* Current workload and cost scheduling.
EVALUATION METHOD SELECTION PROCESS
CMBE will use the following selection process. This process is designed to ensure that Firms are
selected in a fair and uniform manner, those selected for work are qualified and experienced in the
professional services desired, and to ensure that every qualified Firm has the opportunity to be
considered for providing professional services to CMBE.
A Selection Committee will evaluate responses to the Request for Qualifications and determine the
most qualified applicants. Upon receipt of the packages from respondents, the Selection Committee
will review using a scoring criterion that has been determined by the committee and detailed below.
Past performance will be scored based on responses from the references submitted by the responder
and/or the experience of CMBE staff with Firm's past performance.
The Selection Committee will use the total point scores to rank the prospective Firms. Each school will
be scored separately. The Selection Committee will determine a list of the most highly qualified Firms
based upon the ranking scores.

EVALUATION CRITERIA
The Content of Qualifications Statement, as referenced above, shall be evaluated as follows:
Description Total Possible Points
Qualification of Firm:
* Success of Previous Projects (i.e., still in operation, how long
15
in operation, etc.).
* Project Understanding 10
* Experience on similar projects 15
* Previous/Pending Litigation 5
Project Management and Key Personnel:
* Experience on similar projects 10
* Projects on time and in budget 10
* Professional Training/Qualification 5
* Workload and Availability 5
* Cost Control/Scheduling 5
* Relevant Licenses/Certifications (License No. on RFQ) 5
Certified Minority or Female Owned Firm 5
Certified Small Business Firm 5
References - Past Performance and Existing 5
100
FIRM INSURANCE REQUIREMENTS
The successful Firm will be required to provide CMBE with Certificates of Insurance meeting CMBE's
insurance requirements at the time of project award as specified below. Failure to provide the required
insurance will result in cancellation of the selection and CMBE will have the right to enter into an
agreement with the Firm with the next highest ranking. Firm shall always maintain during the term of this
Agreement, at the Firm's sole expense:
I. Commercial General Liability Insurance
Insurance with a limit of not less than $1,000,000 per occurrence/aggregate including
coverage for bodily injury, property damage, products and completed operations,
personal/advertising injury liability and contractual liability.

II. Business Automobile Insurance
Insurance with a limit of not less than $1,000,000 per occurrence combined single limit
each occurrence for bodily injury and property damage liability covering all owned, non
owned, and hired vehicles.
III. Workers Compensation & Employers Liability Insurance
Insurance meeting the statutory requirements of the State of North Carolina and any applicable
Federal laws; and Employers' Liability $100,000 per accident limit,
$500,000 disease per policy limit, $100,000 disease each employee limit.
IV. General Requirements
a) CMBE shall be named as an additional insured under the commercial general
liability insurance for operations or services rendered under this agreement.
b) The Certificate Holder's Address should read: The CharlotteMecklenburg Board of
Education P.O. Box 30035, Charlotte, NC 282300035
c) CMBE shall be a designated insured under the auto liability
d) The contractor shall not commence any work in connection with the resulting contract
until it has obtained all of the types of insurance set forth in this section and furnished the
project manager with proof of insurance coverage by certificates of insurance
accompanying the contract. The contractor shall be responsible for notifying CMBE of any
material changes (including renewals) to or cancellation of the insurance coverage
required above. Notice to CMBE must be completed in writing within 48 hours of the
changes.
e) The contractor shall not allow any subcontractor to commence work until all such
subcontractors have obtained the same insurance coverage as described above.
f) All insurance policies shall be written by insurers qualified to do business in the State
of North Carolina. If any of the coverage conditions are met by a program of self
insurance, the contractor must submit evidence of the right to selfinsure as provided by
the State of North Carolina.
g) CMBE shall be exempt from, and in no way liable for, any sums of money that may
represent a deductible or selfinsured retention in any insurance policy. The payment of
the deductible/retention shall be the sole responsibility of the contractor and/or
subcontractor.
h) The contractor's insurance shall be primary, of any selffunding and/or insurance
otherwise carried by CMBE for all loss or damages arising from the contractor's operations
under this agreement. The contractor and each of its subcontractors shall and does waive
all rights of subrogation against CMBE and each of the Indemnitees.

ATTACHMENT A REFERENCE
DISCLOSURE FORM
Firm shall provide information regarding experience in work similar this scope of work by listing FIVE
(5) RECENT CLIENTS. References should be clients of a similar scale as the services requested in this
RFQ. Only one reference can be provided by CMBE.
1. COMPANY NAME:
PERSON TO CONTACT:
TELEPHONE NUMBER:
TYPE OF SERVICE PROVIDED:
SIZE:
JOB DATES:
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2. COMPANY NAME:
PERSON TO CONTACT:
TELEPHONE NUMBER:
TYPE OF SERVICE PROVIDED:
SIZE:
JOB DATES:
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3. COMPANY NAME:
PERSON TO CONTACT:
TELEPHONE NUMBER:
TYPE OF SERVICE PROVIDED:
SIZE:

JOB DATES:
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