1-26-04037 Vehicle Management Consultant RFQu Final 2-25.pdf

REQUEST FOR QUALIFICATIONS

Cover Sheet

General Information Project Name Vehicle Program Management Services Consultant

Project Description The Utah Transit Authority (UTA) is soliciting

Statements of Qualifications (SOQs) from qualified firms to provide Vehicle Program Management Services through a Vehicle Program Management Services Consultant (VPMSC). The VPMSC will support various UTA departments, as further described in this Request for Qualifications (RFQu).

UTA intends to select one (1) Proposer to provide these services. The selected VPMSC will perform work under the day-to-day direction of UTA and in general conformance with a schedule, staffing plan, and budget developed by the VPMSC and approved by UTA. The VPMSC shall be capable of co-locating a defined number of key personnel, to be determined by UTA, and scaling staffing levels as necessary to meet UTA’s anticipated annual workload, under the management and direction of the UTA Project Director/Manager.

This RFQu identifies UTA’s current programmatic needs; however, the VPMSC must demonstrate the ability to flexibly increase or decrease supporting staff to respond to evolving agency priorities, workload demands, and funding availability.

The selected VPMSC is expected to have demonstrated experience performing similar services, with a strong emphasis on public transit and related capital programs. Proposers are encouraged to identify innovative, efficient, or alternative approaches, methods, or techniques that may enhance project delivery, schedule performance, or cost effectiveness.

As determined by UTA, the VPMSC will assume a lead role for certain tasks and functions and will act as an “extension of UTA staff.” This designation is for functional purposes only and does not confer any rights, privileges, or benefits afforded to UTA employees.

Proposers are advised that the current VPMSC contract includes provisions for multiple full and partial extensions, which may impact the timing and volume of work associated with award of this contract. The existing contract is presently in the second of two one-year extension options and is scheduled to expire on June 30, 2026.

For purposes of this solicitation, Proposers shall assume that contract performance under this RFQu will commence on July 1, 2026.

Approximate Budget Approximately $2,300,000 annually

Project Start Date/Length July 1, 2026 / 3-year base term + two 1-yr options at

UTA discretion

Contract Type AED Professional Services with fixed labor rates and NTE’s: Labor Hour Contract (fixed hourly rate, overhead rate, and percent profit).

Funding Source Local/Federal DBE Participation Goal

N/A

Project Manager Kyle Stockley

Procurement Process Information RFQU No. 26-04037 Contract Administrator Jackie Marra

669 West 200 South Salt Lake City, Utah 84101

*All correspondence during this RFQu must be through the Contract Administrator.

(801) 287-3059 Jackie.marra@rideuta.com

Evaluation Criteria:

Evaluation Selection Weighting: 100 Points

Section 1 Proposer Team 35 Points

Section 2 Proposer Experience and Qualifications 35 Points

Section 3 Approach to Work 30 Points

This procurement will follow a qualification based selection process wherein the Proposer determined by the Selection Committee to be the most qualified, in the

Selection Committee’s sole discretion, will be invited to enter into negotiation of a Professional Services

Contract providing for fair and reasonable compensation to the selected Proposer. See Part 2 for more information on the RFQu content and rating method.

Projected RFQU Schedule:

Please Refer to EUNA for Updates to All Dates and Times.

A) Issue Request for Qualifications February 27th, 2026 2:00 pm

B) Deadline to submit questions and Request for Approved Equals March 30th, 2026 2:00 pm Or Changes to UTA

C) Last day for UTA to issue addenda and clarifications April 6th, 2026 2:00 pm

D) Deadline to submit Statement of Qualifications April 17th, 2026 2:00 pm

E) Presentations/Interviews (optional) TDB if needed

Included as part of this RFQu Part 1 – Project Information Part 2 – Procurement Process Information Part 3 – Procurement Terms and Conditions Part 4 – Sample Contract Part 5 – Forms: Qualification Forms and Declarations

Form G Cost Proposal Sheet Appendix I – Scope of Work Appendix II - Conflict of Interest Appendix III – 5 Year Capital Program Appendix IV – Federal Certifications and Clauses

Flash Drive with Building Plans – Must be picked up at FLHQ front desk by Deadline to submit Statement of

Qualifications listed in RFQu.

RFQU Contents

Page Limit *Cover Letter, section dividers, quality control plan, corporate safety plans, full page resumes, required Federal and UTA forms and other documents expressly stated herein do not count toward page limit.

25 Pages 11 by 17-inch format may be used for charts, tables, and schedules. No text should be included on 11 by 17-inch size format except for text that is required for the interpretation of the chart, table or schedule.

Submittal Instructions One (1) electronic copy of the technical SOQ and one electronic copy of the price SOQ shall be uploaded to Euna on or before the deadline referenced above. See Part 3 of this RFQU for further instructions.

Submission of Cost Proposals:

Cost proposals must be prepared at the same time as the consultant prepares a response to this solicitation (Form G Cost Proposal Sheet). However, respondents must not submit their cost proposal as part of their initial response. The most qualified consultant(s) will be notified and must submit their cost proposal upon the completion of the technical evaluation. Cost proposals must be submitted within 1 business day of such request. The failure to submit a cost proposal within 1 business day of request shall render a response to this solicitation as non-responsive.

Required Forms To be considered responsive, Statement of Qualifications must include those additional forms, declarations, and certifications listed below:

• Signed SOQ Forms and Declarations

• Signed Federal Certificates and Clauses

A Respondent or potential Respondent shall not have any communications with any of the Project Team members concerning the Program or this RFQU after it is released, except for the submission of questions and requests for clarification in the manner provided in this RFQU through the UTA Contract Administrator.

Part 1 – Project Specific Information

A. GENERAL OVERVIEW

The Utah Transit Authority (UTA) is planning to deliver an approximately $1.0 billion, five-year Capital Program (2026–2030), of which vehicle programs, projects, overhauls, and procurements represent a significant component. UTA’s five-year Vehicle Capital Program is included in Appendix #3. The scope, timing, and prioritization of this program may evolve as additional resources, funding, or agency priorities are identified in future years.

The Vehicle Capital Program focuses on the procurement, rehabilitation, and overhaul of UTA’s revenue and support fleets, including fixed-route buses, paratransit vehicles, light rail vehicles, commuter rail vehicles, vanpool vehicles, and non-revenue support fleet vehicles. Certain projects may also include the planning, design, or delivery of new, existing, or modified facilities necessary to support fleet operations, maintenance, or expanded service capabilities.

Projects within the Vehicle Capital Program are at varying stages of development, including planning, preliminary design, procurement, implementation, and closeout. A number of projects are already underway or advancing through early phases, while others have yet to undergo detailed planning or formal integration into the Capital Program. Additional projects may also be identified to address emerging needs, regulatory requirements, or specific operational requests.

A portion of the Vehicle Capital Program consists of State of Good Repair (SGR) projects, which are intended to maintain UTA’s capital assets in a safe, reliable, and efficient operating condition. As part of the Vehicle Program Management Services, the Vehicle Program Management Services Consultant (VPMSC) may be requested to lead or support the planning, coordination, and delivery of SGR projects.

Not all projects within the Capital Program will require or be assigned Vehicle Program Management Services. The determination of which projects are supported under this contract will be made at the discretion of the UTA Project Director/Manager.

B. PROJECT OBJECTIVES

UTA is seeking a qualified professional consulting firm, or team of firms, with demonstrated multidisciplinary expertise to provide Vehicle Program Management Services in support of the successful delivery of UTA’s current five-year Vehicle Capital Program. The selected Vehicle Program Management Services Consultant (VPMSC) will support UTA in the planning, development, implementation, coordination, and overall oversight of vehicle-related capital initiatives.

The Vehicle Capital Program includes a combination of near-term and long-range transit projects and initiatives of varying scale, complexity, and delivery method. The VPMSC will augment UTA staff capabilities by providing experienced program and project management resources and technical expertise to support consistent, compliant, and efficient delivery of capital investments.

The VPMSC is expected to deploy a multidisciplinary team capable of supporting and, where directed by UTA, leading efforts in the following key areas:

• Capital Program planning, development, and prioritization

• Project management, administration, and delivery support

• Vehicle-specific engineering and technical services

• Grant planning, administration, and compliance support

• Project controls, including cost, schedule, risk, and reporting

• Quality assurance, quality control, and consultant performance evaluation

• Fleet management and lifecycle planning services

• Federal Transit Administration (FTA) and Federal Railroad Administration (FRA) regulatory, compliance, and oversight expertise

• Operations, fleet maintenance, fleet engineering, facilities, and Maintenance of Way

Through these services, the VPMSC will help UTA manage risk, maintain regulatory compliance, optimize lifecycle value, and ensure that vehicle capital projects are delivered in alignment with agency objectives, funding constraints, and industry best practices.

Details on the requirements for these services are included in the following Scope of Services.

In addition to the core services mentioned above, the VPMSC may also be asked to provide other professional consulting services on an “as-needed” basis. A list of other potentially needed services is mentioned under Task 11.0 in the Scope of Services.

Program integration, interdisciplinary integration in support of being comprehensive, modernization, transparency and early detection with concomitant recommendations are key principles that must be thread through the program objectives and be evident in the proposer’s approach.

C. REPORTING AND ORGANIZATIONAL STRUCTURE

The Vehicle Program Management Services Consultant (VPMSC) will report directly to UTA’s Director of Capital Vehicles, who will serve as the UTA Project Director for this contract. Day-to-day direction may also be provided by manager-level staff within Capital Vehicles, and other internal UTA departments, as delegated by the Project Director.

The VPMSC shall maintain a local presence and will be required to co-locate a designated number of key personnel at UTA offices, as determined by UTA, to support effective coordination, communication, and integration with UTA staff.

The VPMSC will be responsible for managing its personnel in a manner that avoids, neutralizes, and mitigates any actual, potential, or perceived organizational conflicts of interest. The VPMSC shall prepare and maintain an organizational chart depicting all positions authorized under this contract by the UTA Project Director, including the total number of assigned personnel. The organizational chart shall be updated as staffing changes occur or as otherwise directed by UTA and submitted to UTA for review and approval.

The VPMSC shall clearly identify Key Personnel on the organizational chart. Anticipated Key Personnel roles are identified elsewhere in this RFQu. UTA recognizes that, depending on the Scope of Services, a single individual may fulfill multiple roles provided they possess the appropriate qualifications and capacity. Proposers shall describe their proposed staffing approach and demonstrate how personnel assignments align with the Scope of Services and anticipated workload.

D. VPMSC SERVICES EXCLUSIONS

The following are exclusions that UTA has determined will not involve the services of the VPMSC:

• Significant work efforts that would ordinarily involve a separate procurement, either open or to a pre-qualified consultant. This includes adjunct work that is inconsistent with the extension of staff role related directly to or in support of vehicle program management services.

• Work that may result in a conflict of interest. The selected VPMSC will be limited on their ability to propose on other UTA work to avoid conflicts of interest.

• General guidance about conflict of interests is further described in Appendix #2.

E. SCOPE OF WORK

See Appendix #1 for detailed Scope of Services.

Part 2 - Procurement Process Information

Statement Of Qualifications (SOQ) FORMAT

SOQs must adhere to the following format:

• SOQs should be formatted primarily to 8 ½ by 11 inches. 11 by 17-inch format may be used for charts, tables, and schedules. No text should be included on 11 by 17-inch size format except for text that is required for the interpretation of the chart, table, or schedule.

• SOQs should use a minimum of 12-point font.

• If a SOQ is submitted in double-sided format, both sides of the page will be counted against the Page Limit.

• The SOQ must not exceed the Page Limit shown on the RFQU Cover Sheet. The Proposer shall not submit brochures or additional materials. At its discretion, UTA will not consider such additional materials in the selection of the successful Proposer.

• Maximum file upload size in Euna is 50mb

Failure to follow the format described above may result in the SOQ being deemed non-responsive.

The SOQ information must be divided as follows:

• Cover Letter

• Section 1: Team and Key Personnel Qualifications

• Section 2: Project Understanding and Approach to the Work

• Section 3: Experience and Quality of Similar Work

• Section 4: Attachments & Forms

Headers separating the sections, the cover letter, resumes, the Respondent’s general Quality Control and safety plans, federal attachments, UTA forms and the example contract objections sheet will not count as pages in the RFQU page count. Failure to follow the format described above may result in the SOQ being deemed non-responsive.

A. STATEMENT OF QUALIFICATION CONTENT

The SOQ should consist of the following sections which clearly identify, in the order listed below, the following information.

Cover Letter

Identify the Respondent's point of contact name, address, telephone, and e-mail address. The Cover Letter must be signed by a principal of the Firm or other person authorized to commit the Firm and its resources to this project.

Technical Proposal (100 pts.)

Proposer Team (35 pts.)

The Statement of Qualifications (SOQ) shall identify the proposed Key Personnel (the “Proposer Team”) and include a clear and comprehensive description of each individual’s relevant experience and qualifications. For each Key Person, Proposers shall describe experience on projects of similar scope and complexity, with particular emphasis on public transit vehicle programs, including but not limited to:

• Vehicle program development and capital planning

• Quality assurance and quality control (QA/QC)

• Vehicle procurement and fleet overhaul programs

• Vehicle engineering and technical support

• Projects utilizing innovative or alternative project delivery methods

• Projects requiring extensive coordination with owners, consultants, regulators, and other stakeholders

• Projects involving creative, cost-effective solutions to complex technical or engineering challenges

Proposers shall identify the capability of their proposed team and available resources to fulfill temporary or surge staffing needs that may arise during the term of the VPMSC contract.

The SOQ shall clearly demonstrate how the Proposer Team’s past experience is directly applicable to the tasks anticipated under this RFQu. Proposers shall also describe their approach to team management and coordination, including internal communication and collaboration with UTA staff, other consultants, and key stakeholders, in a manner that promotes efficiency, responsiveness, and effective decision-making.

The Proposer shall provide named owner references for each member of the Proposer Team.

References must have served in an owner or owner-representative role and must have been directly involved in similar work performed by the proposed personnel within the past ten (10) years. Proposers shall briefly describe the scope of work performed for each reference. UTA reserves the right to contact the references provided, as well as any additional references deemed appropriate by UTA, including those identified through the Proposer’s references or known to UTA through its knowledge of the transportation industry.

Resumes shall be provided for all members of the Proposer Team. Resumes shall include education, professional experience, length of tenure with the firm, and relevant experience on similar projects.

Each resume shall be limited to a maximum of two (2) pages per individual.

Key Personnel identified in the SOQ may not be replaced or substituted without the prior written approval of the UTA Project Director. The Program Manager identified in the SOQ shall remain actively engaged in the VPMSC contract for a minimum of the first year of contract performance. Any proposed replacement of the Program Manager during this period shall require prior written approval by UTA and may be subject to liquidated damages of up to $100,000, at UTA’s sole discretion, as provided for in the contract.

The Proposer shall identify all subconsultants proposed for use under this contract, to the extent known at the time of SOQ submission, and describe the portion of work each subconsultant is expected to perform. Proposers shall provide a brief summary of each subconsultant’s relevant experience.

Subconsultants may not be replaced or substituted without an executed contract amendment approved by UTA.

To successfully support the breadth and complexity of UTA’s Vehicle Capital Program, the Proposer Team is expected to include, or demonstrate access to, a multidisciplinary set of technical, programmatic, and advisory resources. The roles identified below represent anticipated areas of expertise that may be required over the duration of the Vehicle Program Management Services Consultant (VPMSC) contract. Proposers are not required to propose individual personnel for every role listed; however, Proposers shall demonstrate the capability to provide qualified personnel in these disciplines as needed.

UTA recognizes that one individual may fulfill multiple roles, provided the individual possesses the requisite qualifications, experience, and availability. The specific mix, level of effort, and deployment of these roles will be determined by UTA based on project needs and priorities.

Rail Systems and Vehicle Engineering Rail systems and vehicle engineering support includes expertise across rolling stock, vehicle subsystems, and system integration for both light rail and commuter rail fleets. This discipline supports vehicle design review, technical specification development, propulsion and traction power systems, braking systems, reliability engineering, and interface coordination between vehicles and infrastructure. Support also includes vehicle acceptance, commissioning, and integration activities to ensure rail vehicles meet contractual, regulatory, and operational requirements prior to revenue service.

Bus and Paratransit Vehicle Engineering Bus and paratransit vehicle engineering services support the procurement, testing, and acceptance of fixed-route and paratransit vehicles across multiple propulsion technologies, including clean diesel, CNG, hybrid, and battery-electric platforms. This discipline includes vehicle specification development, technical evaluations, ADA compliance verification, Buy America certification, and oversight of vehicle testing and acceptance to ensure vehicles meet performance, safety, and accessibility requirements.

Fleet Management Fleet Management Planning is responsible for the development, implementation, and continuous improvement of the agency’s comprehensive fleet lifecycle strategy across all modes. This includes long-range capital planning, asset replacement forecasting, state of good repair analysis, regulatory compliance, and alignment with financial planning assumptions. The function ensures that vehicle procurement, rehabilitation, overhaul, and retirement strategies are data-driven, risk-informed, and coordinated with maintenance, operations, finance, and executive leadership.Fleet Management Planning also leads strategic initiatives that modernize and optimize the agency’s fleet portfolio. This includes zero-emission transition planning, technology integration, reliability improvement programs, total cost of ownership modeling, performance benchmarking, and enterprise asset management enhancements. Through proactive planning and cross-functional collaboration, ensures fleet investments support agency objectives, service reliability, sustainability goals, and long-term financial stewardship.

Maintenance, Reliability, and Engineering Support Maintenance and reliability support provides technical expertise to improve asset performance, maintainability, and safety. Services include maintenance engineering, RAMS analysis, failure investigation and root cause analysis, maintenance optimization, and industry best practices strategies.

These efforts support improved reliability, reduced lifecycle costs, and alignment between vehicle design, maintenance practices, and operational needs.

Maintenance of Way (MOW) Maintenance of Way services provide engineering and technical support for rail infrastructure assets, including track, right-of-way, overhead contact systems, signal and train control systems, and associated interfaces. This discipline supports asset condition assessment, design review, coordination with vehicle systems, and lifecycle planning to ensure safe, reliable, and integrated rail operations.

Facilities and Infrastructure Facilities and infrastructure support includes planning and engineering for transit administration, maintenance and operations facilities, yards, shops, and related infrastructure. Services also include support for fueling and charging infrastructure to accommodate conventional, alternative fuel, and zero-emission fleets, ensuring facilities are aligned with fleet requirements and long-term operational strategies.

Operations and Service Planning Operations and service planning expertise supports operational readiness, service integration, and workforce preparedness. This includes rail and bus operations subject matter expertise, service planning and scheduling support, startup and transition planning, and training and workforce readiness activities to ensure new vehicles, facilities, and services can be safely and effectively introduced into revenue service.

Safety, Training, Compliance, and Regulatory Support Safety and compliance services provide expertise in system safety, security, quality management, and regulatory compliance. This includes support and training for FTA and FRA requirements, system safety program plans, safety certification, QA/QC oversight, and configuration and document control to ensure projects meet applicable safety, regulatory, and oversight standards.

Procurement, Contracting, and Technical Advisory Procurement and technical advisory services support vehicle and system procurements through specification development, Buy America compliance, contract administration, independent cost estimating, and technical evaluations. These services help ensure procurements are compliant, competitive, and aligned with project budgets, schedules, and technical requirements.

Testing, Commissioning, and Acceptance Testing, commissioning, and acceptance services support verification and validation of vehicles, systems, and infrastructure prior to revenue service. This includes integrated systems testing, pre-revenue service readiness, acceptance testing, and commissioning activities to confirm contractual compliance, system integration, and operational readiness.

Proposer Experience and Qualifications (35 pts.)

Proposers shall provide descriptions of relevant projects completed or substantially completed within the past five (5) years that demonstrate experience applicable to UTA’s Vehicle Capital Program.

Project descriptions shall clearly illustrate the Proposer’s ability to deliver vehicle-related, transit operations, maintenance, facilities, and MOW capital programs of similar scope, scale, complexity, and regulatory environment.

For each project described, Proposers shall:

• Identify the Proposer’s role and responsibilities, including whether the firm served as a prime consultant or subconsultant

• Identify which proposed Key Personnel participated in the project and describe their specific roles and level of involvement

• Describe the scope of services performed, delivery approach, and key outcomes relevant to the services anticipated under this RFQu

• Provide at least one (1) owner reference per project. References must have served in an owner or owner-representative role and must have been directly involved in overseeing the Proposer’s work on the referenced project

Proposers shall also identify and describe any unique qualifications, specialized expertise, or differentiators that would add value to the successful delivery of UTA’s Vehicle Capital Program.

This may include, but is not limited to, experience with large or complex transit vehicle procurements, innovative project delivery methods, regulatory or grant compliance expertise, program management tools or methodologies, or demonstrated success managing risk, schedule, and cost on comparable programs.

Approach to Work (30 pts.)

Based on the Scope of Services provided in Appendix 1, Proposers shall describe their overall approach to supporting UTA in the planning, development, implementation, and ongoing oversight of the Vehicle Capital Program. The proposed approach shall demonstrate how the Proposer will partner with UTA to deliver projects efficiently, consistently, and in alignment with agency objectives, regulatory requirements, and funding constraints.

Proposers shall describe how their approach will provide maximum value in each of the key service areas identified in the Scope of Services, including program-level coordination, project delivery support, technical and engineering services, regulatory compliance, and quality management. Proposers are encouraged to identify any innovative methods, tools, or ideas that would enhance program performance, improve decision-making, or reduce risk.

Program integration and interdisciplinary coordination are critical to successful capital program delivery. The proposed approach shall clearly describe how the Proposer will integrate program management, engineering, procurement, operations, maintenance, and compliance functions across multiple projects and stakeholders. Emphasis shall be placed on modernization, transparency, and early identification of risks, issues, and opportunities, along with timely, actionable recommendations to support informed decision-making.

The Proposer’s approach should demonstrate experience with proactive management practices, including performance monitoring, schedule and cost controls, quality assurance, and continuous improvement. These principles shall be embedded throughout the proposed approach and aligned with UTA’s program objectives to ensure predictable outcomes and long-term value.

B. WEIGHTING OF EVALUATION CRITERIA

SOQs will be evaluated based on responses to the information requested herein. The Utah Transit Authority may interview one or more firms as part of the evaluation process; however, a decision to award a contract may be based solely upon the submitted SOQs.

This is a qualifications-based procurement wherein the award will be made to the responsive and responsible respondent whose SOQ is determined to be the most advantageous to UTA, with the evaluation taking into consideration qualifications and experience factors. In the evaluation, the technical factors shall be weighted as detailed above:

The Technical Proposal must not contain any cost information included in the proposal.

Submission of Cost Proposals:

Cost proposals must be prepared at the same time as the consultant prepares a response to this solicitation (Form G Cost Proposal Sheet). However, respondents must NOT submit their cost proposals as part of their initial response. The most qualified consultant(s) will be notified and must submit their cost proposal upon the completion of the technical evaluation. Pricing proposals must be submitted within 1 business day of such request. The failure to submit a pricing proposal within 1 business day of request shall render a response to this solicitation as non-responsive.

Price The qualified Consultant(s) shall be ready to submit a comprehensive Price Proposal within 1 business day of being notified by UTA that identifies all costs associated with performing the services described in this RFQu.

The Price Proposal must be complete, transparent, and detailed enough to allow the Authority to evaluate cost reasonableness, cost realism, and overall value.

Pricing shall include, at a minimum, the following components:

1. Cost Breakdown

Qualified Consultant(s) shall provide a detailed cost breakdown by task, deliverable, and labor category. Fully burdened hourly rates shall be provided where applicable and shall include all direct labor, indirect costs, overhead, administrative expenses, profit, and any other costs necessary to perform the required services.

2. Labor Rates and Level of Effort

The Price Proposal shall identify all proposed labor categories, corresponding fully burdened hourly rates, and estimated hours by task. Unless otherwise stated in the RFP, proposed labor rates shall remain firm for the duration of the contract.

3. Other Direct Costs (ODCs)

The qualified Consultant(s) shall separately identify and describe all anticipated non-labor costs, including but not limited to travel, materials, software, data collection, or specialized analyses. Reimbursable expenses, if permitted, must comply with applicable Authority policies and may not exceed actual, reasonable, and necessary costs.

4. Value and Cost Control

The qualified Consultant(s) shall describe proposed cost-control strategies and demonstrate how their pricing approach provides best value to the Authority while meeting all technical, operational, and regulatory requirements.

Part 3 – Standard Terms of Solicitation

A. INSTRUCTIONS TO PROPOSERS

1. Submission of SOQs.

SOQs must be uploaded to Euna by the “Bid ends” date and time listed on Euna. SOQs uploaded after the deadline will be considered non-responsive. It is the responsibility of the Proposer to ensure that its SOQ is properly uploaded by the deadline.

Log onto Euna at https://solutions.Euna.com/apps/Router/SupplierLogin?CustOrg=StateOfUtah; if you have already registered, login and search by Utah Transit Authority or the RFQU number.

If you need to create an account, please select “Create Account” and then you can search UTA, or the RFQU number identified on the Cover Page. If you need assistance, please email the Utah Supplier Portal Support at Eunaadmin@utah.gov. Instructions to proposers are included in the RFQU documents.

For ease of review, UTA may also request delivery of hard copies of SOQs (see RFQU Cover Sheet).

2. Federal Requirements.

If federal funds are being used to finance this project, the Consultant shall also comply with the additional applicable federal terms and conditions listed in Appendix C-1 and submit all applicable certifications, forms and reports listed in Appendix C-2.

a. UTA eComply Solutions. In addition, where federal funds are being used, the Bidder/Proposer shall submit required labor and subconsultant information to UTA through following portal:

https://uta.ecomply.us. The information provided shall include the following:

• Set up and maintain Consultant login for all persons inputting information in the system

• Description of payments received from UTA, and payments made to subconsultants of all tiers including amounts and confirmation of payment

• All certified payroll must be input into eComply Solutions which may be accomplished either through direct input or importation from the Consultant’s accounting system.

• All subcontract award amounts, date signed, and change orders

• Certified payroll information shall be uploaded on a weekly basis; all other information shall be uploaded or input no less than monthly.

• The Consultant shall include this clause in all subcontracts and manage and monitor compliance of all subconsultants within the UTA eComply system.

3. Minimum Standards.

https://solutions.sciquest.com/apps/Router/SupplierLogin?CustOrg=StateOfUtah mailto:sciquestadmin@utah.gov https://uta.ecomply.us/

This RFQU sets forth the minimum requirements that all SOQs must meet. Failure to submit SOQs in accordance with this RFQU may render the SOQ unacceptable or non-responsive. UTA may, in its sole discretion, waive minor irregularities in a SOQ that do not alter the quality or quantity of the information provided.

4. Confidential, Protected, and Public Information

In accordance with Utah Code Section 63G-2-305(6) of the Government Records Access and Management Act (GRAMA) and UTA's Procurement Standard Operating Procedures (SOPs), procurement information related to this procurement will not be made public until after execution of the Contract with the successful Proposer.

Procurement information includes the SOQs submitted by Proposers in response to this RFQU and any accompanying documentation, as well as records maintained by UTA during the procurement process.

UTA will maintain a process to ensure confidentiality for the duration of this procurement. If the Proposer submits information in its SOQ that it believes is "trade secret," the Proposer must follow the procedure set forth in Section 63G-2-309 of GRAMA.

Additionally, for ease of SOQ evaluation, UTA requests that each Proposer also follow the steps identified below:

a) Clearly mark all trade secret information as such in its SOQ at the time the SOQ is submitted and include a cover sheet stating, “DOCUMENT CONTAINS TRADE SECRET INFORMATION” and identifying each section and page which has been so marked;

b) Include a statement with its SOQ justifying the Proposer’s determination that certain records are trade secret information for each record so defined;

c) In addition to the SOQ uploaded to Euna, upload a second copy of the SOQ (as an attachment) that has all the trade secret information deleted, and label such copy of the SOQ “Public Copy.” If a Proposer uploads a SOQ containing no trade secret information, no "Public Copy" need be submitted. However, any Proposer that submits a SOQ containing no trade secret information must so certify in a cover letter to its SOQ; and

d) Defend any action seeking release of the records it believes to be trade secret information and indemnify, defend, and hold harmless UTA and the State of Utah and its agents and employees from any judgments awarded against UTA and its agents and employees in favor of the party requesting the records, including any and all costs connected with that defense.

This indemnification survives UTA’s cancellation or termination of this procurement or award and subsequent execution of the Contract. In submitting a SOQ, the Proposer agrees that this indemnification survives as long as the trade secret information is in possession of

UTA.

All records pertaining to this procurement will become public information after execution of the Contract unless such records are identified as trade secret information as specified above. No liability will attach to UTA for the errant release of trade secret information by UTA under any circumstances.

5. Submitting Questions to UTA

Questions and Requests for changes to the RFQU must be submitted via the Euna Q&A page before the end of the Question-and-Answer period. UTA’s answers to timely questions will be posted on the Euna Q&A page. All communications regarding this RFQU should be addressed solely to the Contract Administrator whose name and contact information is listed on the Cover Page of the RFQU or IFB

6. Addenda to the Request for SOQs

UTA reserves the right to make changes to the RFQU, by issuing a written addendum to the RFQU which will be posted to Euna.

7. Withdrawal of SOQs

A Proposer may withdraw its SOQ from Euna before the SOQ due date without prejudice to itself.

8. Cost of SOQs

UTA is not liable for any costs incurred by Proposers in the preparation, presentation, or negotiation of SOQs submitted in response to this RFQU.

9. Examination of Request for SOQs

The submission of a SOQ constitutes an acknowledgment upon which UTA may rely that the Proposer: (i) has thoroughly examined and is familiar with the RFQU, including the contractual terms in Part 4, (ii) is familiar with any work site identified in the RFQU, and (iii) has reviewed and inspected all applicable statutes, regulations, ordinances, and resolutions addressing or relating to the goods and services to be provided hereunder. The failure or neglect of a Proposer to receive or examine such documents, work sites, statutes, regulations, ordinances, or resolutions will in no way relieve the Proposer from any obligations with respect to the Proposer’s SOQ or to any contract awarded pursuant to this RFQU. No reduction or modification in the Proposer’s obligations will be allowed based upon a lack of knowledge or misunderstanding of this RFQU, work sites, statutes, regulations, ordinances, or resolutions.

10. Negotiation of Firm Offer

Unless otherwise stated in this RFQU, submission of a SOQ constitutes a willingness to negotiate a fair and reasonable price for the services described in the RFQU.

B. SELECTION PROCESS

1. No Public Opening

This is an RFQU and, as such, the SOQs submitted in response to this RFQU will not be subject to a public opening.

2. UTA’s Procurement Options

Based on submitted information, UTA may do or take any of the following actions, without limitation:

• select a Proposer based solely on the written SOQs, for further price negotiations. ;

• ask for more information or Clarifications before making a selection;

• use Presentations/Interviews/Problem-Solving Exercises before making a selection;

• under specific circumstances described in the Utah Procurement Code, determine a Competitive Range, conduct Discussions, and/or request Best and Final Offers (BAFO) before making a selection if a material error in the RFQU is discovered during the evaluation process, UTA may issue an addendum to all Proposers that have submitted SOQs requesting revised SOQs based upon the corrected RFQU.

• decline to accept any SOQ;

• re-advertise;

• cancel the procurement; or

• elect to otherwise procure the needed services in accordance with UTA policy and procedures.

UTA reserves the right to negotiate price, scope, schedule, and other contract terms with the preferred Proposer after a selection is made.

3. Responsibility

UTA will not select a Proposer who is deemed by UTA, in its sole discretion, to lack the ability or responsibility to perform successfully under the terms of the contract. Such determination of responsibility may encompass management, technical, legal, and financial matters

4. Checking References

UTA reserves the right to contact any reference specifically named by the Proposer in its SOQ or any other additional references as deemed appropriate by UTA, including references suggested by the Proposer's named references or references known to UTA through its own knowledge of the transportation industry.

5. Requests for Clarification

The Proposer shall provide accurate and complete information to UTA. If information is incomplete, appears to include a clerical error, or is otherwise unclear, UTA may either (i) declare the SOQ non-responsive, (ii) evaluate the SOQ as submitted, or (iii) issue a Request for Clarifications to the Proposer stating the information needed and a date and time by which the information must be provided. If the Proposer does not respond to the Request for Clarifications in a timely manner, or if the Proposer’s response is deemed to be insufficient by UTA, in its sole discretion, then UTA may declare the SOQ non-responsive.

All requests for Clarification will be in writing via Euna Q&A page, responses submitted as per the instructions contained in the request for Clarification. Responses must be limited to answering the specific information requested by UTA.

6. Presentations / Interviews / Problem-Solving Exercises

UTA may utilize presentations, interviews, and/or problem-solving exercises during this procurement if, at the sole discretion of UTA, it is considered to be in UTA's best interest. If UTA determines that presentations and/or interviews and/or problem-solving exercises are in its best interest, UTA will notify all or a short-list of the most highly qualified Proposers of the decision to utilize presentations and/or interviews and/or problem-solving exercises and schedule the presentations and/or interviews and/or problem-solving exercises in such a way as to not unduly delay the procurement process.

UTA reserves the right, in its sole discretion, to conduct multiple rounds of presentations and/or interviews and/or problem-solving exercises, if it deems necessary to do so, with one or more Proposers.

Price Negotiations

After selection but prior to award of the Contract, UTA will negotiate a fair and reasonable price with the successful Offeror.

If UTA and the selected Proposer are unable to reach a meeting of the minds on the scope, contractual terms, and/or price of the Contract, then UTA may, in its sole discretion, negotiate with the next most advantageous Proposer or choose to terminate the procurement in its entirety.

Once negotiations have been terminated with any Proposer, the negotiations may not be reopened with that Proposer under any circumstances.

If UTA receives only one responsive SOQ, UTA reserves the right to negotiate all elements of the SOQ and the Contract with the sole responsive Proposer, including, but not limited to, profit.

7. Notice to Unsuccessful Proposers

Following execution of the Contract between UTA and the successful Proposer, UTA will inform unsuccessful Proposers of the number of SOQs received by UTA and the name of the successful Proposer. UTA will attempt to give this notice promptly after the Contract execution. However, UTA’s failure to give this notice will not be deemed to affect the validity of the Contract.

8. Debriefs

Upon request by an unsuccessful Proposer, UTA may, but is not required to, provide debriefing information for the sole purpose of discussing, in a limited way, the strengths and weaknesses of an unsuccessful SOQ.

10. Protests

Protests are governed by the Utah Procurement Code, Utah Code Ann. § 63G-6a-1601 et seq. To be valid, a protest must be in writing and be filed with UTA within the time frames set forth in Utah Code Ann. § 63G-6a-1602. A protest will be deemed to be filed pursuant to these procedures when actually received by the designated recipient by delivery via email to protests@rideuta.com.

All protests must include:

• The name and address, and email address of the protester;

• The appropriate contact person for the protester, to whom all protest correspondence shall be addressed;

• The solicitation or project number; and

• A detailed statement as to the nature of the protest including, without limitation: (i) the alleged facts and evidence giving rise to the protestor to claim that it has been aggrieved; (ii) the protestor’s standing to protest; and (iii) the legal grounds upon which the protest is based.

The Procurement Officer shall make a written determination regarding the protest. An unfavorable determination of the UTA Procurement Officer is eligible for administrative reconsideration by a panel determined by the Chair of the UTA Board of Trustees. A notice of appeal must be delivered by the Protestor within five (5) calendar days of the date of the Procurement Officer’s decision. A notice of appeal addressed as follows:

Chair, UTA Board of Trustees c/o Utah Transit Authority 669 West 200 South Salt Lake City, Utah 84101 Attn: Board Coordinator

CONTAINS TIME-SENSITIVE PROTEST MATERIALS

Any further appeal may only be made pursuant to Utah Code Ann. § 63G-6a-1801 et seq. A protesting entity must exhaust administrative appeals prior to filing a judicial appeal pursuant to Utah Code Ann. § 63G-6a-1801 et seq.

mailto:protests@rideuta.com

Part 4 – Professional Services Contract

Sample Contract Only!!

TASK ORDERING AGREEMENT FOR PROFESSIONAL SERVICES

UTA CONTRACT #

[INSERT DESCRIPTION OF THE ENGAGEMENT OR SCOPE]

This Task Ordering Agreement (TOA) is entered into and made effective as of the date of last signature below (the “Effective Date”) by and between UTAH TRANSIT AUTHORITY, a public transit district organized under the laws of the State of Utah (“UTA”), and ___________________________ (“Consultant”).

RECITALS

WHEREAS, UTA desires to award a task ordering contract for professional consulting services per the Statement of Services contained at Exhibit A. (Insert RFQU or RFQu language throughout this paragraph as applicable)

WHEREAS, on [INSERT RFQU DATE], UTA issued Request for Qualifications Package Number [INSERT RFQU NUMBER] (“RFQu”) encouraging interested parties to submit Statement of Qualifications (SOQ) to perform the services described in the RFQu.

WHEREAS, upon evaluation of the SOQs submitted in response to the RFQU, UTA selected Consultant as the preferred entity with whom to negotiate a contract to perform the Work.

WHEREAS, Consultant is qualified and willing to perform the Work as set forth in the Scope of Services.

AGREEMENT

NOW, THEREFORE, in accordance with the foregoing Recitals, which are incorporated herein by reference, and for and in consideration of the mutual covenants and agreements hereafter set forth, the mutual benefits to the parties to be derived here from, and for other valuable consideration, the receipt and sufficiency of which the parties acknowledge, it is hereby agreed as follows:

1. SERVICES TO BE PROVIDED

a. Consultant shall perform all Tasks issued under this TOA as set forth in the Scope of Services (Exhibit A).

Except for items (if any) which this Contract specifically states will be UTA-provided, Consultant shall furnish all the labor, material and incidentals necessary for the Work.

b. Consultant shall perform all Work under this TOA in a professional manner, using at least that standard of care, skill and judgment which can reasonably be expected from similarly situated professionals.

c. All Work shall conform to generally accepted standards in the transit industry. Consultant shall perform all Work in compliance with applicable laws, regulations, rules, ordinances, permit constraints and other legal requirements including, without limitation, those related to safety and environmental protection.

d. Consultant shall furnish only qualified personnel and materials necessary for the performance of the Work.

e. When performing Work on UTA property, Consultant shall comply with all UTA work site rules including, without limitation, those related to safety and environmental protection.

f. Consultant is not guaranteed to receive any minimum number of task orders under this Agreement.

2. TASK ORDER ISSUANCE

a. The Consultant’s shall perform services with respect to a wide variety of tasks, as described in

Exhibit A at the request of UTA.

b. Each discrete item is referred to as a “Task.” UTA and the Consultant will negotiate scope, schedule, and lump sum or not-to-exceed price for each Task, and document those and other terms, as necessary, in a written “Task Order” in substantively the same format as that attached as Exhibit A. The lump sum or not-to-exceed price for each Task shall be developed in accordance with Section 5 of this Contract and Exhibit C. Upon the execution of a Task Order, the Consultant shall perform services for that Task, including furnishing all the materials, appliances, tools, and labor of every kind required, and constructing and completing in the most substantial and skillful manner, the work identified in the scope of work attached as an Exhibit to that Task Order.

c. If UTA, in its sole discretion, decides not to issue additional task orders beyond those already issued, this agreement shall be cancelled at no additional cost (beyond task orders already issued) to either Party.

d. If UTA and the Consultant are unable to agree on the price, scope, or other terms of a Task Order, UTA shall retain the right to remove the Task from the scope of the on-call Consultant and procure the item outside this Contract.

3. PROGRESS OF WORK

a. Consultant shall prosecute the Work in a diligent and continuous manner and in accordance with all applicable notice to proceed, critical path schedule and guaranteed completion date requirements set forth in (or developed and agreed by the parties in accordance with) the Scope of Services.

b. Consultant shall conduct regular meetings to update UTA's Project Manager regarding the progress of the Work including, but not limited to, any unusual conditions or critical path schedule items that could affect or…