Sourcing Event ID 11966

PWP-690 (4-26)

San Francisco Public Works Sourcing Event ID 11966

Request for Qualifications As-Needed Audio/Visual, Telecom, & Security System Design Services 2027

This Solicitation can be viewed at SF City Partner Website https://sfcitypartner.sfgov.org/pages/index.aspx

Request for Qualifications Issuance September 17, 2026 Pre-Proposal Conference None Deadline for Questions October 1, 2026 – 4:00 PM, PDT Proposal Due Date November 2, 2026 – 2:00 PM, PST Contract Manager: Jacky Ng Contract Administrator: Don Sy

DPW-ProContracts@sfdpw.org

ATTACHMENTS

Attachment 1 – Proposer MQ Reference Form Attachment 2 – Billing Rates Schedule Form Attachment 3 – Contract Forms Attachment 4 – CMD Forms Attachment 5 – City’s Contract Terms Attachment 6 – Bidding on Public Sourcing Events Bidder Guide Attachment 7 – Bidding on Public Sourcing Events Supplier Guide https://sfcitypartner.sfgov.org/pages/index.aspx mailto:DPW-ProContracts@sfdpw.org

Table of Contents DEFINITIONS ..................................................................................................................................................... III

SECTION 1 INTRODUCTION AND SCHEDULE

1.1 INTRODUCTION

1.2 ANTICIPATED CONTRACT AMOUNT AND TERM OF RESULTING CONTRACTS

1.3 SELECTION OVERVIEW

1.4 SOLICITATION SCHEDULE

1.5 PROPOSER QUESTIONS AND REQUEST FOR CLARIFICATIONS

1.6 SOLICITATION ADDENDA AND CHANGE NOTICES

SECTION 2 SCOPE OF SERVICES

2.1 GENERAL

2.2 TASK DESCRIPTIONS

2.3 DISTRIBUTION OF WORKLOAD

SECTION 3 CITY’S SOCIAL AND ECONOMIC POLICY REQUIREMENTS

3.1 NONDISCRIMINATION REQUIREMENTS (“EQUAL BENEFITS”)

3.2 PREVAILING WAGE ORDINANCE

3.3 HEALTH CARE ACCOUNTABILITY ORDINANCE

3.4 MINIMUM COMPENSATION ORDINANCE

3.5 FIRST SOURCE HIRING PROGRAM

3.6

SECTION 4 LOCAL BUSINESS ENTERPRISE PROGRAM REQUIREMENTS

4.1 LOCAL BUSINESS ENTERPRISE SUBCONTRACTING PARTICIPATION REQUIREMENT

4.2 CMD LBE FORMS

4.3 CMD COMPLIANCE OFFICER

4.4 LBE PAYMENT AND UTILIZATION TRACKING

SECTION 5 EVALUATION AND SELECTION

5.1 EVALUATION OVERVIEW

5.2 MINIMUM QUALIFICATIONS

5.3 INITIAL SCREENING

5.4 WRITTEN PROPOSAL EVALUATION

5.5 ORAL INTERVIEW PROCESS

5.6 FINAL SELECTION PROCESS

SECTION 6 PROPOSAL SUBMITTAL REQUIREMENTS

6.1 TIME AND PLACE FOR SUBMISSION OF PROPOSALS

6.2 SF SUPPLIER PORTAL SUBMITTAL PROCESS

6.3 SUBMITTAL PACKAGES

6.4 PROPOSAL CONTENT

SECTION 7 CONTRACT AWARD

7.1 PROPOSAL SELECTION SHALL NOT IMPLY ACCEPTANCE

7.2 CYBERSECURITY RISK ASSESSMENT

7.3 CONTRACT TERMS AND NEGOTIATIONS

7.4 REGULATORY, LEGAL REQUIREMENT COMPLIANCE REQUIREMENTS PRIOR TO AWARD

7.5 CONTRACT SERVICE ORDER ADMINISTRATION

SECTION 8 TERMS AND CONDITION FOR RECEIPTS OF PROPOSALS

8.1 PUBLIC DISCLOSURE

8.2 LIMITATION ON COMMUNICATIONS DURING SOLICITATION

8.3 SOLICITATION ERRORS AND OMISSIONS

8.4 OBJECTIONS TO SOLICITATION TERMS

8.5 CONFLICTS OF INTEREST

8.6 PROTEST PROCEDURES

8.7 DELIVERY OF PROTESTS

8.8 PROPOSAL TERM

8.9 REVISION TO PROPOSAL

8.10 PROPOSAL ERRORS AND OMISSIONS

8.11 FINANCIAL RESPONSIBILITY

8.12 PROPOSER’S OBLIGATIONS UNDER THE CAMPAIGN REFORM ORDINANCE

8.13 RESERVATIONS OF RIGHTS BY THE CITY

8.14 NO WAIVER

8.15 OTHER

DEFINITIONS

The following definitions apply to this Solicitation:

1. “Local Business Enterprise” (LBE) – refers to a business that is certified as an LBE under SF Administrative Code §14B.3. Only certified Small and Micro-LBEs can be used to satisfy the LBE subcontracting participation requirement.

2. “Proposal” as used in this Solicitation shall mean the “Statement of Qualifications” submitted in response to this Solicitation, including all required forms, technical content, and attachments.

3. “Proposer” refers to any legal entity (ies) submitting a Proposal in response to this Solicitation, which may consist of Prime Consultant who will serve as the prime contractor, if selected by the City for a contract award, and any associated Sub-consultants.

4. “Sourcing Event”- refers to this solicitation, created and advertised through City’s Financials and Procurement System “PeopleSoft.” Bidders and Suppliers will post their proposals or bids in PeopleSoft through a Sourcing Event.

5. “Supplier” - refers to the Proposer(s) selected for contract award pursuant to this Solicitation, and an approved entity in the City’s PeopleSoft System or SF City Partner Website, “Supplier Portal.”

6. “Supplier Portal”- The City’s Financial and Procurement System, “PeopleSoft” also referred to as the SF City Partner Website.

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SECTION 1 INTRODUCTION AND SCHEDULE

1.1 Introduction

A. San Francisco Public Works (“Public Works”), a department of the City and County of San

Francisco (“City”), is issuing this Request for Qualifications (“RFQ” or “Solicitation”) to solicit proposals from qualified consultants and or joint venture (JV) firms (“Proposers”).

Public Works seek professional As-Needed Audio/Visual, Telecom, & Security System Design Services.

The Selected Consultant, including its team of subconsultants, will support the Project Design and Development Division of Public Works. Projects may include a wide range of City-owned facilities, such as civic buildings (office buildings, libraries, cultural centers), public safety facilities (fire and police stations), recreation facilities (recreation centers, clubhouses, pools), healthcare facilities (clinics and acute care interiors), infrastructure projects (pump stations, transportation facilities, EV charging stations), homeless shelters, and correctional facilities.

B. When applicable and practical, Proposers are encouraged to engage contracting teams that reflect the City’s unique businesses and residents, including participation of businesses and residents from the City’s most disadvantaged communities. The City will not consider the race, ethnicity, general sexual orientation, or national origin of the Proposer’s staff, leadership, and/or board of directors when making contracting decisions.

The LBE Subcontracting Participation Requirement for this Contract is 16% and may only be met with San Francisco CMD-certified Small and/or Micro-LBEs. Public Works encourages responses from City & County of San Francisco certified Local Business Enterprises (LBEs). Further information regarding the Contract Monitoring Division (CMD) requirements can be found in Section 4 of this RFQ.

C. Proposers may submit a Proposal as a Prime Consultant or JV partner on only one team but may participate as subconsultants on other teams. A Consultant may serve as a subconsultant on multiple teams.

D. Public Works shall order services covered by the awarded contract(s) through the issuance of individual Purchase Orders and/or Contract Service Orders which shall be released against the awarded contract(s) during the contract term.

E. Consultants with billing classifications subject to prevailing wages on public works projects may not be awarded a contract unless such Consultants are registered with the Department of Industrial Relations (DIR) at the time of award. Please visit the DIR website for more information: http://www.dir.ca.gov/Public-Works/PublicWorks.html

F. The following list shows the current holders of Master Agreements with Public Works for As-Needed Audio/Visual, Telecom, IT, and Security , and Acoustical Design and Consultation Services No. 1:

1. ARUP US, Inc.

2. Shen Milsom and Wilke, LLC http://www.dir.ca.gov/Public-Works/PublicWorks.html

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3. Veneklasen Associates, Inc.

2.2 Anticipated Contract Amount and Term of Resulting Contracts

A. A contract awarded pursuant to this Solicitation shall be non-exclusive and have a maximum term of 1,825 Calendar days (5 years).

B. The City anticipates awarding multiple contracts, each with a not-to-exceed (“NTE”) value of $750,000 over the five-year term. Public Works reserves the right, consistent with City contracting requirements, to adjust the number of contracts

C. Work will be issued through Contract Service Orders (CSOs) up to 6 months prior to the expiration of the contract term. Individual CSO’s may exceed the threshold amount, currently at $1,170,000, only with pre-approval from the Director of Public Works. The Threshold Amount is subject to change per San Francisco Administrative Code Sec. 6.1.

D. Since this is an “As-Needed” contract, award of a master agreement does not guarantee that the selected firms will perform all or any portion of the services described in this RFQ, nor does it guarantee that the maximum amount will be expended. The maximum contract dollar amount does not represent a guaranteed revenue source for any of the selected firms.

1.3 Selection Overview

A. San Francisco Public Works intends to award up to four (4) contracts (master agreements) to Proposers that meet the Minimum Qualifications of this Solicitation and obtain the highest-ranking scores. Responsive Proposals will be evaluated by a panel (“Evaluation Panel”) consisting of one or more parties with expertise related to services being procured through this Solicitation. The Evaluation Panel may include staff from various City departments. Proposals will be evaluated based on the criteria outlined herein. If applicable, a CMD Contract Compliance Officer will assess Proposal compliance with Local Business Enterprise (LBE) requirements and assign a rating bonus to Proposal scores. The CMD-adjusted scores (if applicable) will then be tabulated, and Proposers will be ranked starting with the Proposer receiving the highest score, then continuing with the Proposer receiving the second highest score, and so on.

B. Work under these contracts will be distributed, at the discretion of the City, among the selected firms or teams, based on the best match of qualifications and expertise to particular projects, and the firm’s performance on this contract. The Consultant shall provide all services, labor, materials, and equipment necessary to perform the work.

1.4 Solicitation Schedule

A. Tentative Schedule. The anticipated schedule for this Solicitation is set forth below. The following dates are tentative and subject to change. It is the responsibility of the Proposer to check for any Addenda to this Solicitation or other pertinent information posted in the City’s SF City Partner Website: https://sfcitypartner.sfgov.org/.

https://sfcitypartner.sfgov.org/

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B. The City accepts no responsibility to any prospective consultant or sub-consultant, financially or otherwise, for the failure of any contingency requiring the postponement or cancellation of this Solicitation.

C. If necessary, Public Works reserves the right to conduct Oral interviews. If exercised, interviews may occur sometime in March 2027.

Request for Qualifications Issuance September 17, 2026

Pre-Proposal Conference None

Deadline for Questions October 1, 2026 – 4:00 PM, PDT

Proposal Due Date November 2 – 2:00 PM, PST

Issue Notice of Evaluation Results February 2027

Period for Protesting Notice of Evaluation Results

Within five (5) business days of the City's issuance of a Notice of Evaluation Results

Notice of Intent to Award March 2027

1.5 Proposer Questions and Request for Clarifications

A. Pre-proposal Conference will not be held for this project.

B. All requests for clarification of any ambiguities, discrepancies, inconsistencies or questions concerning the RFQ, must be in writing via email to DPW-ProContracts@sfdpw.org before the deadline stated in Section 1.4. Proposers who fail to submit questions concerning this RFQ and its requirements will waive all further rights to protest based on the specifications and conditions herein.

C. A written Addendum will be issued to address questions received and to provide any new information or significant changes to the RFQ. The Addendum will be posted publicly, and it is the responsibility of the Proposer to check for Addenda and other updates on the City’s Supplier Portal at: https://sfcitypartner.sfgov.org/pages/Events-BS3/event-search.aspx.

1.6 Solicitation Addenda and Change Notices

A. The City may modify this Solicitation, prior to the Proposal due date, by issuing an

Addendum to the Solicitation, which will be posted on the City’s City Partner Website.

Every Addendum will create a new version of the Sourcing Event and Proposers must monitor the event for new versions. The Proposer shall be responsible for ensuring that its Proposal reflects any and all Solicitation Addenda issued by the City prior to the Proposal due date regardless of when the Proposal is submitted. Therefore, the City recommends that the Proposer consult the website frequently, including shortly before the Proposal due date, to determine if the Proposer has downloaded all Solicitation Addenda. It is the responsibility of the Proposer to check for any Addenda, Questions and Answers documents, and updates, which may be posted to the subject Solicitation. Proposers will be required to certify acknowledgement of Addenda issued to this RFQ as provided in Attachment 3, Contract Forms, as part of its Proposal.

mailto:DPW-ProContracts@sfdpw.org https://sfcitypartner.sfgov.org/pages/Events-BS3/event-search.aspx https://sfcitypartner.sfgov.org/pages/Events-BS3/event-search.aspx

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B. Any interpretation of modifications and clarifications in this RFQ will be made by written addenda and shall become part of the RFQ and any contract awarded. The City shall be bound only by the written terms of this RFQ and any addenda hereto. The City will not be responsible for any other explanation or interpretation. Oral statements shall not be relied upon as legitimate responses and shall not be binding.

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SECTION 2 SCOPE OF SERVICES

2.1 General

A. The Consultant shall be capable of performing a minimum of 25% of the services listed below in-house, without brokering these services out to their subconsultants. The Scope of Services shall be used as a general guide and is not intended to be a complete list of all services that may be required or desired.

B. The Prime Consultant shall provide Professional Services in the fields of Audio/Visual, Telecom, Data, and Security Systems, on as-needed basis, in a coordinated and integrated manner for each designated project. Services shall be performed with the involvement of in-house resources and any other specialty subconsultants necessary to execute a given scope.

C. In addition to the required technical expertise, the Prime Consultant shall be responsible for providing all necessary project management and coordination of the disciplines to reliably execute the work within an assigned schedule and budget. Demonstrated capacity to effectively manage projects is essential.

D. Projects will range from large projects requiring multiple disciplines, to projects of limited scope involving only one specialized consulting service provided by a subconsultant. Prime consultants may be selected on the basis of specific, specialized services or expertise. Some disciplines may be utilized more heavily than others and some disciplines may not be utilized at all during the course of the contract, at the discretion of the City.

2.2 Task Descriptions

The Consultant, with its team of sub-consultants, shall provide services in the following work categories on as-needed basis.

The description of the scope of work required for each category is described below. The Prime consultant shall expand upon this description of work and/or add tasks needed to deliver a given scope.

A. Multi-media systems engineering, design, technical planning, equipment and performance specifications, and project management for installation of Audio-Visual Systems. Establish performance metrics and acceptance criteria for Audio-Visual Presentation Systems to meet the performance and functional requirements of the project including audio and voice amplification, video presentation, AV control systems, assistive listening systems, public address systems, digital signage, teleconferencing systems and AV equipment rooms.

B. Data and Telecom systems engineering, design, technical planning, equipment and performance specifications, and project management for new data/telecom systems including IT equipment room layout and coordination, data pathways, structured cabling, wireless access points and data ports.

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C. Security system engineering, design, technical planning, equipment and performance specifications, and project management for design of Intrusion Detection Systems (IDS), Emergency Duress Alarms, Electronic Access Control Systems (EACS) and Video Surveillance Systems (VSS).

D. Preparation and submittals of specifications and drawings, field visits, coordination meetings with the Project Manager and General Contractors, and all other work necessary for to successfully satisfy project requirements for disciplines in this scope.

E. Construction administration services for disciplines in this scope.

Projects may include various building facilities such as libraries, performing arts buildings, concert halls, theaters, convention facilities, transit stations, fire stations, police stations, health service centers, hospital buildings, office buildings, recreation centers, parks, streetscapes, and other City-owned facilities.

The Consultant may be required to make presentations to the Public Works’ Client Departments, Board of Supervisors and various City Commissions, and at neighborhood/community meetings.

All work shall be done in conformance with Public Works’ procedures, guidelines, and directions.

2.3 Distribution of Workload

The table below provides an anticipated workload distribution of the tasks described above.

Workload Description Percentage Distribution Audio/Visual 20% Telecom 25% Data 25% Security 30%

Total 100%

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SECTION 3 CITY’S SOCIAL AND ECONOMIC POLICY REQUIREMENTS

The San Francisco Municipal Code establishes a number of requirements for people seeking to do business with the City (“Social and Economic Policy Requirements”). These Social and Economic Policy Requirements can be found in Attachment 5, City’s Contract Terms, which Proposers are encouraged to carefully review. The Social and Economic Policy Requirements set forth below are not intended to be a complete list of all Social Policy Requirements applicable to this Solicitation and any contracts awarded from it.

3.1 Nondiscrimination Requirements (“Equal Benefits”)

Proposers awarded any contract exceeding $230,000 (the City’s “Minimum Competitive Amount”), may not, during the term of the Contract discriminate in the provision benefits between employees with domestic partners and employees with spouses, and/or between the domestic partners and spouses of such employees, where the domestic partnership has been registered with a governmental entity pursuant to state or local law authorizing such registration. This Equal Benefits requirement applies in any of the contractor’s operations in San Francisco, on real property owned by San Francisco, or where work is being performed for the City elsewhere in the United States, subject to the conditions set forth in San Francisco Labor and Employment Code Articles 131 and 132. Contractors must submit a declaration confirming that the business complies with the Equal Benefits law. Refer to Attachment 5, City’s Contract Terms for additional details related to the application of this Ordinance to a contract awarded pursuant to this Solicitation. For more information, visit the Contract Monitoring Division (CMD) website. Proposers shall declare compliance with this ordinance, using the form provided in Attachment 3, Contract Forms, as part of the Proposal.

3.2 Prevailing Wage Ordinance

Services to be performed by an awarded Contractor under this Solicitation will involve the performance of work covered by the California Labor Code Sections 1720 and 1782, as incorporated within Section 6.22(e) of the San Francisco Administrative Code, (collectively, “Covered Services”), which is incorporated into this Agreement as if fully set forth herein and will apply to any Covered Services performed by Contractor and its subcontractors. Refer to Attachment 5, City’s Contract Terms for additional details related to the application of this Policy to a contract awarded pursuant to this Solicitation.

3.3 Health Care Accountability Ordinance

A Proposer selected pursuant to this Solicitation shall comply with Labor and Employment Code Article 121 For each Covered Employee, the awarded Contractor shall provide the appropriate health benefit set forth in Article 121.3. If the awarded Contractor chooses to offer the health plan option, such health plan shall meet the minimum standards set forth by the San Francisco Health Commission. Information about and the text of Article 121, as well as the Health Commission’s minimum standards, is available on the web at http://sfgov.org/olse/hcao. An awarded Contractor is subject to the enforcement and penalty provisions in Article 121. Any Subcontract entered into by the awarded Contractor shall require any Subcontractor with 20 or more employees to comply with the requirements of the HCAO and shall contain contractual obligations substantially the same as those set forth in this Section. Refer to Attachment 5, City’s Contract Terms for additional details related to the application of this Policy to a contract awarded pursuant to this Solicitation. Proposers shall declare compliance with this ordinance, using the form provided in Attachment 3, Contract Forms, as part of the Proposal.

https://www.sf.gov/equal-benefits-program https://www.sf.gov/equal-benefits-program http://sfgov.org/olse/hcao

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3.4 Minimum Compensation Ordinance

A Proposer selected pursuant to this Solicitation shall comply with Labor and Employment Code Article 111. For each Covered Employee, the awarded Contractor shall pay no less than the minimum compensation required by San Francisco Labor and Employment Code Article 111, including a minimum hourly gross compensation, compensated time off, and uncompensated time off. An awarded Contractor is subject to the enforcement and penalty provisions in Article

111. Information about and the text of Article 111 is available on the web at http://sfgov.org/olse/mco. An awarded Contractor is required to comply with all of the applicable provisions of Article 111, irrespective of the listing of obligations in this Section.

Refer to Attachment 5, City’s Contract Terms for additional details related to the application of this Policy to a contract awarded pursuant to this Solicitation. Proposers shall declare compliance with this ordinance, using the form provided in Attachment 3, Contract Forms, as part of the Proposal.

3.5 First Source Hiring Program

A Proposer selected pursuant to this Solicitation shall comply with all of the applicable provisions of the First Source Hiring Program, Chapter 83 of the San Francisco Administrative Code (entitled “First Source Hiring Program”) for all design and construction related professional services work. Over the life of the contract, the Successful Proposer shall make good-faith efforts to hire a minimum number of referrals from the First Source Hiring Program to fulfill new and available entry-level positions. The number of referrals to be hired is based on the Construction Management Fee Schedule as set by the First Source Administrator. The Successful Proposer shall incorporate provisions of the First Source Hiring Program into any Joint Venture Partnership and shall require subcontractors to do the same.

For more details, visit the Office of Economic and Workforce Development (OEWD) website at:

www.sf.gov/departments--office-economic-and-workforce-development. Questions should be directed to the designated Workforce Contract Compliance Officer, or to the CityBuild Compliance Manager at 628-652-8400, CityBuild@sfgov.org. Proposers shall declare compliance with this ordinance, using the form provided in Attachment 3, Contract Forms, as part of the Proposal.

3.6 Other Social Policy Provisions

Attachment 5, City’s Contract Terms, identifies the City’s applicable social policy provisions related to a contract awarded pursuant to this Solicitation. Proposers are encouraged to carefully review these terms and ensure they are able to comply with them.

http://sfgov.org/olse/mco http://www.sf.gov/departments--office-economic-and-workforce-development mailto:CityBuild@sfgov.org

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SECTION 4 LOCAL BUSINESS ENTERPRISE PROGRAM REQUIREMENTS

4.1 LOCAL BUSINESS ENTERPRISE SUBCONTRACTING PARTICIPATION REQUIREMENT

The requirements of the Local Business Enterprise Ordinance set forth in Chapter 14B of the San Francisco Administrative Code as it now exists or as it may be amended in the future (collectively, the “LBE Ordinance”) shall apply to this Solicitation.

A. LBE Subcontracting Participation Requirement

The LBE Subcontracting Participation Requirement for this contract is 16%, which may only be met with San Francisco CMD-Certified Small and/or Micro-LBEs.

Proposer shall not use optional tasks or Other Direct Costs (OCDs) to fulfill the LBE subcontracting participation requirement at the time of proposal. In accordance with Section 14B.8(B) of the Administrative Code, in order for the Bidder to be exempt from meeting the “Good Faith Efforts” requirements described in 1.02B in CMD Attachment 2, bidder must commit LBE sub participation in the percentage that equals or exceeds 16.00% (this percentage is the LBE sub requirement plus the 35% good faith exemption percentage). The LBE Subcontracting Participation Requirements can only be met with Small and/or Micro-LBEs located in San Francisco, certified by Contract Monitoring Division (CMD), a list of which can be found here:sfcitypartner.sfgov.org/pages/LBESearch/supplier-search.aspx.

B. LBE Good Faith Efforts Requirement

Each Proposer responding to this solicitation shall demonstrate in its Proposal that it has used good-faith outreach to select LBE subconsultants as set forth in S.F. Administrative Code §14B. (C) and §14B.9(D) and shall identify the particular LBE subconsultants solicited and selected to the contract. For each LBE identified as a subconsultant, the Proposal must specify the value of the participation as a percentage of the total value of the goods and/or services to be procured, the type of work to be performed, and such information as may reasonably be required to determine the responsiveness of the proposal. LBEs identified as subconsultants must be certified by the San Francisco Contract Monitoring Division in the scope of services that the Prime Consultant is listing the subconsultant in order to receive LBE participation credit. It is the Proposer’s responsibility to verify each LBE subconsultant’s qualifications and certification status. All LBE subconsultants must be certified on the proposal due date and must be contacted by the Proposer (prime consultant) prior to listing them as subconsultants in the proposal. Any proposal that does not meet the requirements of this paragraph will be non-responsive.

C. Application of LBE Rating Bonuses.

The City strongly encourages proposals from qualified LBEs. In accordance with Chapter 14B, the following rating bonuses apply to proposers certified by CMD as an LBE, and to joint venture partners in the same discipline that meet the required levels of participation as identified below.

https://sfcitypartner.sfgov.org/pages/LBESearch/supplier-search.aspx

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Certification applications may be obtained at https://sfgov.org/cmd/applications or by submitting an online application for certification and recertification through the City and County of San Francisco’s Supplier Portal (SF City Partner Website).

1. LBE Rating Bonuses are applied to Proposers’ scores at each phase of the Solicitation evaluation and selection process as shown below:

LBE or Joint Venture Participation Level Rating Bonus

Joint Venture (JV) Prime Proposer with LBE participation that equals or exceeds 35%, but less than 40%

5%

JV prime proposer with LBE participation that equals or exceeds 40%

7.5%

JV between LBE prime proposers, or an LBE proposer on its own 10%

SBA-LBE proposer*

* Pursuant to Section 14B.7(E), a 5% rating bonus does not apply if it would adversely affect a Small or Micro-LBE proposer or a JV with LBE participation.

Pursuant to Section 14B.7(F), SBA-LBEs are not eligible for the rating bonus when joint venturing with a non-LBE firm. However, if the SBA-LBE joint ventures with a Micro-LBE or a Small-LBE, the joint venture will be entitled to the joint venture rating bonus only to the extent of the Micro-LBE or Small-LBE participation, as outlined in CMD Attachment 2, Section 2.01 (Attachment 4 of this

RFQ).

5%

2. Joint Venture Requirements. If applying for a rating bonus as a Joint Venture (JV), the following requirements apply:

a. Each JV partner must meet the minimum qualifications for the Prime or Joint Venture Partner as outlined in the Request for Qualifications (RFQ).

b. Each JV partner must be listed to perform prime level work. Any applicable license must be held as required under the Minimum Qualifications.

c. The LBE must be an active partner in the joint venture and must perform work, manage the job and take financial risks in proportion to the required level of participation stated in the proposal.

d. The LBE must be responsible for a clearly defined portion of the work to be performed and shared in the ownership, control, management responsibilities, risks, and profits of the joint venture. The portion of the LBE joint venture’s work shall be set forth in detail separately from the work to be performed by the non-LBE joint venture partner. The LBE joint venture’s portion of the contract must be assigned a commercially useful function.

e. A JV partner shall not submit a proposal as a partner in another Joint Venture team or as a separate Prime for this RFQ.

https://sfgov.org/cmd/applications

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f. A Prime or JV partner can be a subconsultant to another team submitting a proposal for this RFQ.

4.2 CMD LBE Forms

Although LBE Subcontracting Participation Requirements do not apply to Contracts awarded pursuant to this Solicitation, Proposers responding to this Solicitation must submit response packages that include the CMD LBE Forms included in Attachment 4 of this RFQ for Architecture, Engineering & Professional Services Contracts at https://www.sf.gov/resource/2022/lbe-contract-requirements-cmd-attachments

The applicable forms are:

1. CMD Form 2A – CMD Contract Participation Form

2. CMD Form 2B – “Good Faith Efforts” Requirements Form

3. CMD Form 3, CMD Compliance Affidavit

4. CMD Form 4, CMD Joint Venture Form (if applicable)

4.3 CMD COMPLIANCE OFFICER

The CMD Compliance Officer (CCO) for this RFQ is:

James Chung City and County of San Francisco Contract Monitoring Division Email: james.chung@sfgov.org Website: www.sfgov.org/cmd

4.4 LBE PAYMENT AND UTILIZATION TRACKING

Where applicable, the successful prime consultant(s) and all participating subconsultants must use the Settlements module on the SF City Partner website to submit CMD Payment Affidavits by confirming payments and entering payment data, unless instructed otherwise by CMD. Failure to submit all required payment information to the City’s Financial System with each payment request may result in withholding of 20 % of the payment due. If assistance is needed, please contact user support at 415.944.2442 or by emailing sfcitypartnersupport@sfgov.org.

Self-Service Training is also located on the web at:

https://sfcitypartnersupport.sfgov.org/support/solutions/11000049611.

https://www.sf.gov/resource/2022/lbe-contract-requirements-cmd-attachments https://www.sf.gov/resource/2022/lbe-contract-requirements-cmd-attachments mailto:james.chung@sfgov.org http://www.sfgov.org/cmd mailto:sfcitypartnersupport@sfgov.org https://sfcitypartnersupport.sfgov.org/support/solutions/11000049611

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SECTION 5 EVALUATION AND SELECTION

5.1 Evaluation Overview

This section outlines the process for evaluating the Proposals received in response to this Solicitation. Responsive Proposals will be evaluated by an Evaluation Panel with expertise relevant to the scope of services described in this Solicitation. The evaluation process will consist of the phases specified below, with the criteria and point allocations identified. Only Proposers that meet the Minimum Qualifications will advance to the scored evaluation phases.

The City, at its sole discretion, may conduct Oral Interviews following the Written Proposal Evaluation phase. If Oral Interviews are not conducted, Proposers will be ranked based on their average Written Proposal scores. If Oral Interviews are conducted, the final ranking will be based on the combined Written Proposal and Oral Interview scores. The highest-ranked Proposers will be eligible to proceed with contract award, subject to the terms of this Solicitation and all required City approvals.

Evaluation Phase Maximum Points

Phase 1 - Minimum Qualifications Pass/Fail

Phase 2 - Written Proposal (SOQ) 1000 Points

Phase 3 - Oral Interview (Optional) 100 Points

Maximum Possible Total: 1100 Points

5.2 Minimum Qualifications

Proposers must submit Attachment 1, Proposer’s MQ Reference Form, of the RFQ identifying where in the Proposal each MQ is addressed.

The minimum qualifications (“MQs”) set forth below are required for a Proposer to advance to the scored evaluation phases of this Solicitation. For each MQ, the Proposer must demonstrate how the requirement is met within its Proposal, using relevant information and supporting documentation and sufficient detail for the City to make a pass/fail determination. Proposals that do not demonstrate that the Proposer meets the applicable MQs by the submittal deadline may be deemed non-responsive and will not be eligible for further consideration.

A. Prime Consultant or Joint Venture (JV) Partners Qualifications

The Prime Proposer must demonstrate the expertise and experience necessary to perform the scope of work described in this RFQ. At a minimum, the Prime Consultant, or if the Proposer is a joint venture, the Lead JV Partner, or their Key Staff, must possess the following qualifications.

Note: *Key Staff shall mean, an owner, partner or principal responsible for making significant administrative and business decisions on behalf of the firm. Key staff

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MQ Prime Consultant, Lead JV, or Key Staff Minimum Qualifications

Minimum five (5) years of business experience performing professional Audio/Visual, Telecom, Data, and Security System Design and Consultation Services. The years of experience need not all be with the same firm for Key Staff.

Minimum three (3) Audio/Visual, Telecom, Data, and Security System Design and Consultation Services Projects completed for a government agency or a commercial firm within the last 5 years.

If proposing as a joint venture, 2 projects shall be from the Lead JV Partner or demonstrated through its Key Staff, and 1 project from the non-lead JV partner.

Projects used to fulfill the Prime Consultant’s Minimum Qualifications may be repeated in the Technical Qualifications Section if relevant.

B. Non- Leading JV Partner Minimum Qualifications. If proposing as a joint venture, the Non-Leading JV Partner must demonstrate through the firm’s own qualifications, substantial financial capability, reliability, corporate strength and depth as well as significant knowledge, and breadth of experience in providing professional civil engineering related services necessary to successfully perform its role and responsibilities.

MQ Non - Leading JV Partner or its Key Staff Minimum Qualifications

Minimum three (3) years of business experience performing professional Audio/Visual, Telecom, Data, and Security System Design and Consultation Services. The years of experience need not all be with the same firm for Key Staff.

Minimum one (1) Audio/Visual, Telecom, Data, and Security System Design and Consultation Services Projects completed for a government agency or a commercial firm within the last 5 years.

Projects used to fulfill the Non-Leading JV Partner’s Minimum Qualifications may be repeated in the Technical Qualifications Section if relevant.

C. Prime Consultant’s Lead Personnel Qualifications.

The Prime Consultant’s Lead Personnel, such as the Project Manager, Lead Engineer/Architect/Designer, must possess the following minimum qualifications.

MQ Lead Personnel Minimum Qualifications

1 Have a minimum of five (5) years of experience in their field of expertise.

Possess a baccalaureate degree from a nationally accredited institution in physics, architecture, engineering, or a related field. Provide a copy of the degree in the Proposal appendix.

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Have at least three (3) relevant and verifiable projects directly related to the scope of work of this RFQ completed within the last 5 years. Describe in narrative form, supported by resumes of the owner, partner, principal, or Key Staff. References may be included to verify projects.

D. Subconsultant Qualifications

The subconsultant firm must possess the following minimum qualifications.

MQ Subconsultant Minimum Qualifications

A minimum of five (5) years in business in one or more disciplines required under the scope of services for which the Subconsultant is being proposed, OR

At least one (1) year in business providing services in the relevant discipline and a principal, partner, or owner of the firm with a minimum of five (5) years’ experience in that technical field. The five (5) years of experience need not be with the same firm.

5.3 Initial Screening

Public Works and the CMD Compliance Officer will review all Proposals for initial responsiveness. Public Works will determine whether the Proposer meets the applicable Minimum Qualifications specified in Section 5.2, and CMD will determine whether the Proposal complies with the applicable LBE requirements.

This screening is a pass/fail determination. Any Proposal that does not meet the MQs will not be eligible for further consideration. For Joint Ventures (JVs), each partner must meet the MQs applicable to its proposed role, be identified to perform Prime-level work, and hold any license required for its proposed services.

The City reserves the right to request clarifications from Proposers before rejecting a Proposal for failure to meet the MQs.

5.4 Written Proposal Evaluation

Responsive Proposals will be evaluated by an Evaluation Panel comprised of individuals who are knowledgeable on the subject matter of this RFQ. The Evaluation Panel may include staff from Public Works, other City agencies, and/or outside organizations. Public Works staff closely involved in the preparation of the RFQ will not participate in the Evaluation Panel. Proposals will be evaluated based on the criteria outlined in the table below, each of which is addressed in more detail in this RFQ.

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If the number of responsive Proposers is equal to or fewer than the number of contracts to be awarded, the City may, at its sole discretion, cancel the written proposal evaluation process and award contracts directly to the responsive firms.

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A. The Evaluation Panel will evaluate and score Written Proposals in accordance with the criteria and point scale itemized below:

Written Proposal Evaluation Criteria Maximum Points

Introduction and Executive Summary 100 Prime Proposer Qualifications 400 Prime Lead Personnel Qualifications 200 Team Qualifications 150 Overall Approach 150

TOTAL: 1000

D. If applicable, a CMD Contract Compliance Officer will assess Proposal compliance with LBE requirements and assign a rating bonus to Proposal scores. The CMD-adjusted scores (if applicable) will then be tabulated, and Proposers will be ranked starting with the Proposer receiving the highest score, then continuing with the Proposer receiving the second highest score, and so on.

E. Proposers who obtained a minimum CMD-adjusted score of 600 points (60% of the total 1000) will be eligible to proceed to the next step of the selection process.

F. If Oral Interviews are conducted, the City may, at its sole discretion, invite Proposers for further evaluation based on the Written Proposal Evaluation results and the number of contracts anticipated for award.

G. The City reserves the right to cancel the optional oral interviews.

5.5 Oral Interview Process

A. If the City conducts Oral Interviews, the Evaluation Panel will conduct interviews with the short-listed proposers. The Public Works Contract Manager will notify the short-listed Proposers, via e-mail, regarding the format, schedule and general rules of the interview.

B. The Oral Interview team is limited to no more than seven (7) participants, including subconsultants. The City reserves the right to limit participation in the panel interviews to Proposers’ key/lead team members and to exclude, for example, sub-consultants on multiple teams. Each member shall participate in only one interview team.

C. The interview evaluation process may consist of a presentation, interview questions, or both. The same set of questions will be used for all short-listed Proposers and follow up questions may be asked as necessary for clarification. The Evaluation Panel will evaluate each Proposer based on its presentation and responses.

D. The Evaluation Panel member will independently score presentations and responses to the evaluation panel’s questions, if applicable.

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E. The City, at its sole discretion, may select a different panel for the interview phase, or use the same Evaluation Panel that evaluated the Written Proposals.

F. Unless otherwise instructed, Proposers must bring their own presentation equipment and materials. The City may request that Proposers provide copies of their presentation materials (in electronic or hard copy format) for distribution to the Evaluation Panel and Contract Manager.

5.6 Final Selection Process

A. The City may award up to four (4) contracts to the highest-ranked Proposers that meet the Minimum Qualifications of this Solicitation. The final selection will be based on the combination of scores from the Written Proposal Evaluation and, if conducted, the Oral Interview Evaluation.

B. The average scores from all panel members for each Proposer will be tabulated as follows:

Evaluation Phases Maximum Points

Written Proposal (Average Score) 1000 points Oral Interview – Optional (Average Score) 100 points

Maximum Total if Oral Interviews are Conducted 1100 points

C. If Oral interviews are conducted, the Oral Interview scores will be submitted to will be submitted to CMD for application of any appropriate rating bonuses, if applicable. The CMD-adjusted Oral Interview scores will then be combined with the CMD-adjusted Written Proposal scores to determine the final rankings.

D. Public Works will issue a Notice of Evaluation Results to all Proposers by email. Public Works will issue a Notice of Intent to Award to the selected Proposers by email.

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Section 6 PROPOSAL SUBMITTAL REQUIREMENTS

Proposers shall follow the proposal response requirements and instructions described below.

Any Proposal that does not demonstrate that the Proposer meet the requirements specified below may be considered non-responsive and will not be eligible for award of the contract.

6.1 Time and Place for Submission of ProposalsPrior to the Proposal submission deadline, Proposers must upload their complete Proposals into the Supplier Portal (accessible through the SF City Partner Website):

https://sfcitypartner.sfgov.org/pages/index.aspx. Late submissions will not be accepted.

Each Proposal received will be screened to ensure that all content required by this Solicitation is included. Partial or complete omission of any required content may disqualify Proposals from further consideration. Failure to adhere to these requirements may result in rejection of the Proposal.

B. To submit a Proposal, a Proposer must be registered on the City Partner Website (“SF City Partner Portal”), as a Sourcing Bidder or registered Supplier. Proposers who are already registered Suppliers must submit their Proposal under their Supplier account, not as a Bidder. If a Proposer already has a Bidder/Supplier ID, there is no need to register again, and a duplicate account must not be created.

C. Proposers are encouraged to upload their Proposals to the SF Supplier Portal as early as possible to address any technical issues that may arise during the submission process. In the event a Proposer is unable to upload its complete Proposal into the SF Supplier Portal, Proposer must email its Proposal to the Contract Administrator whose name and contact information appear on the cover page of this Solicitation prior to the Proposal submission deadline and request confirmation of receipt. Proposer must include in its email:

(1) Documentation, such as screenshots verifying its inability to upload its Proposal into the SF Supplier Portal

(2) A detailed justification explaining why it was not able to have the issue addressed prior to the submission deadline.

(3) Copy of email or ticket submitted to Supplier Help Desk.

D. For system assistance, visit the SF City Partner website or contact the Supplier Help Desk at sfcitypartnersupport@sfgov.org or 415-944-2442.

6.2 SF Supplier Portal Submittal Process

To ensure successful submission of proposals, Proposers who are NOT currently registered in the SF City Partner Portal as a Supplier must follow the instructions outlined below. If your company has a registered Supplier account, you must submit a proposal as a Supplier, and should not register and create another account.

https://sfcitypartner.sfgov.org/pages/index.aspx https://sfcitypartner.sfgov.org/pages/BS3/login.aspx

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For assistance determining your company’s bidder/supplier account or other technical issues, contact Supplier Help Desk at sfcitypartnersupport@sfgov.org or call (415) 944-2442. For logins and password resets, contact IT Help Desk at DTIS.helpdesk@sfgov.org or (628) 652 – 5000. For guidance on the SF City Partner Submittal Process, refer to Attachments 6 or 7 of this Solicitation.

A. Register your organization to start placing bids with the City

Step 1: Visit https://sfcitypartner.sfgov.org/pages/index.aspx and register as a “Bidder”

Step 2: Follow instructions for converting your BIDDER ID to a SUPPLIER ID. This will require you to register with the City Tax Collector’s Office and submit the online 12B Declaration for Article 131 (Equal Benefits Program) compliance through the Supplier portal. Once these forms have been completed, submitted, and processed, you will be notified via email with your organization's new Supplier ID. That email will also provide instructions for completing your Supplier registration.

• City Business Tax Registration Inquiries: For questions regarding business tax registration procedures and requirements, contact the Tax Collector’s Office at (415) 554-4400 or, if calling from within the City and County of San Francisco, 311.

• Equal Benefits Program Inquiries: For questions concerning the San Francisco Labor and Employment Code Articles 131 and 132, go to: www.sfgov.org/cmd.

6.3 Submittal Packages

Proposers must complete and upload the required attachments electronically listed and through the SF City Partner Website at https://sfcitypartner.sfgov.org as part of their Proposal.

For step-by-step directions on viewing, editing, and placing a bid (submitting a proposal) on Public Sourcing Events, refer to Attachments 6 or 7, as applicable to your bidder status.

A. Proposers must submit the following electronic files in searchable Adobe PDF format.

1. Minimum Qualifications Reference Form (Attachment 1) File Name: “[Company Name] _11966 MQ Reference Form”

2. Proposal (Statement of Qualifications)

File Name: “[Company Name] _11966_Proposal”

3. Billing Rate Schedule (Attachment 2) File Name: “[Company Name] _11966_Billing Rate Schedule”

4. Required Contract Forms (Attachment 3)

File Name: “[Company Name] _11966_Contract Forms”

5. Required CMD Forms (Attachment 4)

File Name: “[Company Name] _11966_CMD Forms”

Note: Enter 1 in the “Your Unit Bid Price” field, as this RFQ is not evaluated based on price.

mailto:DTIS.helpdesk@sfgov.org https://sfcitypartner.sfgov.org/pages/index.aspx http://www.sfgov.org/cmd

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B. All PDF Files shall follow the following specifications. Failure to follow formatting, submission, or content requirements, as well as page limit restrictions (if any), may negatively impact the evaluation of your Proposal.

1. File size: Each PDF file shall not exceed 18 MB.

2. Font: Minimum 11-point font, legible font (e.g., Arial, Calibri, or Times New Roman).

3. Page Size and Margins: Pages shall be formatted for letter-size paper (8.5 x 11) paper. With margins of at least 0.5 inch on all sides, excluding headers and footers.

Tabloid-size pages (11x17) may be used for tables, organizational charts or other graphical information and will count as one page.

4. Page Orientation: Pages should be properly oriented for on-screen viewing.

5. Page Numbering: Number all pages consecutively using Arabic numerals, beginning with page 1. Do not use Roman numerals or leave pages unnumbered. Document page numbers should correspond to the page numbers displaced by the PDF reader.

6. Source of Electronic Files: Avoid image-based PDF files whenever possible. Scanned files shall be text searchable. If optical character recognition (OCR) is used, verify the converted text for accuracy.

7. Document Navigation: Documents of five pages or more shall include a table of contents and bookmarks should correspond to the table of contents and include major tables, figures, references, appendices and attachments, as applicable. No more than four bookmark levels are recommended. Hyperlinks should remain functional after upload.

8. Initial View Settings PDF files with bookmarks should open with the Bookmarks Panel and Page displayed. Files without bookmarks should open in Page Only view.

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