1-RFQual2602C360ME260012 Town Hall Plaza Park.pdf

City of Southlake

REQUEST FOR QUALIFICATIONS

RFQual2602C360ME260012 to Provide Construction Manager at-Risk (CMAR) Services for the

Town Hall Plaza Park Renovation Project

Signature Page

Submittal Checklist:

_____ Signature Page Signed and Submitted

_____ Appendix B: Confidentiality Statement. See page 13.

_____ Appendix C: Conflict of Interest Form. See page 14.

_____ Form 1295: Certificate of Interested Party. See page 11.

_____ Acknowledgement of HB 89, SB 252, SB 13, and SB 19. See page 11.

All proposals submitted to the City of Southlake shall include this page with the submitted Proposal.

RFQual Number:

Project Title:

Request for Qualifications to Provide Construction

Manager at-Risk Services for the Town Hall Plaza

Park Renovation Project Submittal

Deadline:

11:00 A.M. (CST), Tuesday, May 5, 2026

Submit Electronically* to:

https://southlake.bonfirehub.com/portal/?tab=openOpportunities

* Requires email account login and password.

Respondent Information:

Respondent’s Legal Name:

Address:

City, State & Zip

Federal Employers

Identification Number #

Phone Number:

Fax Number:

E-Mail Address:

Respondent Authorization

I, the undersigned, have the authority to execute this Statement of Qualifications in its entirety as submitted and enter into negotiations on behalf of the Respondent.

Printed Name and Position of Authorized Representative: ________________________________________

Signature of Authorized Representative: ______________________________________________________

Signed this __________(day) of _________________________(month),________(year)

CITY OF SOUTHLAKE

REQUEST FOR QUALIFICATIONS

TO PROVIDE CONSTRUCTION MANAGER AT-RISK (CMAR) SERVICES FOR THE

TOWN HALL PLAZA PARK RENOVATION PROJECT

#RFQual2602C36ME260012

TABLE OF CONTENTS

• General Information

• Project Information

• Prequalification Submittals

• Evaluation Criteria

• Confidentiality

• Information Requests

• City of Southlake’s Standard Language

• Appendix A –Town Hall Plaza Park Renovation Project RFQ Evaluation Criteria

• Appendix B – Confidentiality

• Appendix C – Form CIQ

• Appendix D – City Reference Documents for Project

I. General Information

A. The City of Southlake, Texas (the “City”) is pleased to be accepting qualifications for a Construction

Manager at-Risk (CMAR) team member to provide preconstruction and construction services for its proposed Town Hall Plaza Park Renovation Project.

B. The City will be using a two-step CMAR selection process, and this solicitation is the first step in this process. The second step will be receipt of proposals and interviews from no more than the three (3) most qualified candidates, as determined by the City.

C. The City will be accepting Statement of Qualifications (SOQ) packages from candidate firms electronically. All SOQ’s must be submitted electronically. The candidate firm must visit https://southlake.bonfirehub.com/portal?tab=openOpportunities and register. Once registered for this complimentary service, the Proposer may submit SOQ Documents electronically by selecting the appropriate solicitation identification.

D. Firms intending on serving as sub-consultants, subcontractors, sub-subcontractors, vendors or material suppliers should not submit qualifications in response to this request, as it is to pre-qualify prime CMARs only.

E. When the Request for Proposals (RFP) for preconstruction and construction services for the project is issued, only those pre-qualified prime CMAR candidates selected by this qualification process will receive a copy and be requested to respond.

F. Proposers are encouraged to submit their proposals as soon as possible. The time and date of receipt as recorded within the Bonfire electronic system shall be the official time of receipt. The City is not responsible for late submission regardless of the reason. Late submissions will not be considered under any circumstances.

G. The scope of services provided by the selected CMAR candidate will include, without limitation, assistance to the City and the design team during the process of preconstruction, construction, and the warranty period. Specific tasks to be performed by the selected CMAR will be more clearly identified in the RFP when it is issued. At this time, the City is seeking to award a CMAR contract for pre-construction services only. A Guaranteed Maximum Price (GMP) amendment will be issued for the construction phase and warranty period if City Council accepts the GMP at the end of the preconstruction phase.

H. The City may evaluate the qualifications based on the anticipated completion of all or any portion of the project. The City reserves the right to divide the project into multiple parts, to reject any and all qualifications and re-solicit for new qualifications, or to reject any and all proposals and temporarily or permanently abandon the project. The City makes no representations, written or oral, that it will enter into any form of agreement with any respondent to this RFQ for any project and no such representation is intended or should be construed by the issuance of this RFQ.

https://southlake.bonfirehub.com/portal?tab=openOpportunities

I. By submitting its qualifications in response to this RFQ, respondent accepts the evaluation process and acknowledges and accepts that determination of the “most qualified” firm (s) will require subjective judgements by the City.

J. Respondents acknowledge and accept that any costs incurred from the respondent’s participation in this RFQ process shall be at the sole risk and responsibility of the respondent. Respondents submit qualifications and proposals at their own risk and expense.

K. The schedule for this procurement process is currently as follows, and is subject to change by the City at its sole discretion:

Monday, April 13, 2026 RFQ publicly released – 1st Advertisement

Monday, April 20, 2026 RFQ 2nd Advertisement

Wednesday, April 22, 2026 11:00 AM Pre-Submittal Conference –

Southlake Town Hall, 1400 Main Street

Southlake, 76092 3rd Floor Meeting Room

Monday, April 27, 2026 Questions regarding this RFQ due by 11:00 AM

Thursday, April 30, 2026 Answers to questions distributed via written addendum on Bonfire

Tuesday, May 5, 2026 SOQ due by 11:00 AM

Wednesday, May 20, 2026 RFP issued to pre-qualified candidates

Wednesday, June 17, 2026 Proposals from pre-qualified candidates due by

4:00 PM

Thursday, June 25 2026 Interviews with pre-qualified candidates

Monday, June 29, 2026 CMAR selection recommendation from the selection committee

II. Project Information

A. PROJECT PROGRAM

1. The Southlake Town Hall Plaza Park Renovation project is currently programmed for renovation. Major programmatic elements include, but are not limited to complete park redevelopment, landscape, hardscape, new gazebo, pond retaining wall reconstruction, drainage improvements, shade structures, fountain enhancements, pedestrian use and safety enhancements that include a permanent closure of Fountain Place as well as necessary repair and replacement of infrastructure installed with the original construction of the park.

2. The City anticipates awarding a Construction Manager At-Risk agreement for preconstruction phase services for this project. Award of construction phase services will be contingent upon the City Council acceptance of the Guaranteed Maximum Price

(GMP).

3. Current Project Organization Chart:

B. PROJECT SCHEDULE. The anticipated project milestones are as follows, but are subject to change:

04/13/2026 RFQ publicly released via Bonfire 04/22/2026 Pre-submittal Conference 04/27/2026 Questions regarding this RFQ due by 11:00 AM via Bonfire 04/30/2026 Answers to questions provided via written

Addendum posted to Bonfire 05/05/2026 SOQ submissions due by 11:00 AM (as determined in Bonfire)

05/20/2026 Request for Proposal (RFP) issued to no more than the three (3) most qualified candidates, as determined by the City

06/17/2026 Proposals due from short-listed candidates 06/25/2026 Interview to finalize rankings 06/29/2026 Selection of Top Candidate 07/20/2026 Complete negotiations with the top candidate.

08/04/2026 Council Award August 2026 Project Kickoff October 2026 60% Plans and Estimate Submitted

C. PROJECT BUDGET

1. The current five-year Capital Improvements Program (CIP) budget reflects a construction budget of $15.74 million. Full funding for the project is expected in FY28.

Project Manager Mo Estepa

Design Firm(s)

Kimley-Horn

Design Manager

Ramel Company

Construction Manager At-Risk

TBD

III. Prequalification Submittals

A. Submittal Packet – Required Content: All Statements of Qualifications (SOQs) must be submitted electronically. The candidate must visit https://southlake.bonfirehub.com/portal/?tab=openOpportunities and register. Once registered for this complimentary service, the candidate may submit documents electronically by selecting the appropriate Solicitation Identification.

B. Core Submittal: The core submittal must not exceed twenty (20) single-sided pages or ten (10) double-sided pages. This limit excludes the cover letter, index and/or table of contents, front and back covers, title page, separation tabs, and resumes (limited to two pages each). All text must be in a font size of at least 10 points. The inclusion of figures, photographs, or other graphics within the page limits is at the candidate’s discretion. Absolutely no fee or cost proposal information should be provided in response to this RFQ. The qualified candidate’s proposal shall include at a minimum the following information:

1. QUALIFICATIONS OF THE TEAM

a. Provide a brief overview of your firm, including years in business, dollar volume of projects completed per year for the last five years, and significant projects completed in that time.

b. Provide a description of the composition and management structure of your team. Provide resumes of proposed team members.

c. Identify the firm’s roles and responsibilities and relevant experience with projects of similar scope and complexity, specifically focused on park and plaza renovation including technology enhancements of a similar size. Include the qualifications and relevant experience of the proposed project manager and superintendent.

d. Describe how the team’s experience will relate to the success of this project.

e. Provide a description and separate graphic organizational chart complete with working titles. Identify the lines of authority, responsibility and coordination.

f. Provide a description of how your team selects qualified sub-contractors, gets vigorous participation from them, and manages them effectively in a challenging construction marketplace.

g. Provide your team’s CMAR’s Experience Modifier Rate (EMR) over the last five years and describe your teams’ safety program. Provide the resume of the safety manager for your firm, and a brief description of the unique features of your safety program.

h. Performance and payment bond capacity sufficient to insure the proposed contract amount will be a requirement. Please provide your firm’s total bonding capacity for the last five (5) years, including 2026 as the fifth (5th) year. In addition, please provide your firm’s bonding unused (available) capacity as of March 1, 2026. The City understands this amount may have changed since that date.

https://southlake.bonfirehub.com/portal/?tab=openOpportunities

2. PRIOR PROJECT EXPERIENCE/SUCCESS

Select your three (3) most relevant projects within the past five (5) years and provide, at a minimum the following:

a. The name of the project and amount of your firm’s original contract;

b. The project manager and superintendent on the project;

c. The current contact information for the Owner;

d. The current contact information for the Architect or Engineer of Record;

e. Completion Date.

f. Total contract value at completion, together with a short description of change orders (e.g. owner initiated; design document ambiguity; unforeseeable conditions; capricious building official’s direction, etc.).

3. FIRM STABILITY

a. Provide contact information for one bank reference, together with authorization to discuss your firm’s financial history with them.

b. Provide the contract information for three additional municipal references and permission to contact them.

c. Provide information on any past, current or anticipated claims (i.e., knowledge of pending claims) on respondent contracts, explain the litigation, the issue, and its outcome or anticipated outcome.

C. Submittal Deadline: The deadline for submittal is Tuesday, May 5, 2026, by 11:00 AM. It is the Candidate’s responsibility to have documents correctly electronically submitted by the submittal deadline. No extensions will be granted, and no late submissions will be accepted.

D. Proposals Received Late: Candidates are encouraged to submit their documents as soon as possible. The time and date of receipt as recorded within the Bonfire electronic system shall be the official time of receipt. The City is not responsible for late submission regardless of the reason.

Late Proposals will not be considered under any circumstances.

E. Review of Appendices: The City cannot guarantee review of voluminous firm-specific or other information contained as an appendix.

IV. Evaluation Criteria

A. EVALUATION OF CANDIDATES' QUALIFICATIONS.

1. There will be a maximum of 200 points available for each candidate's qualifications.

2. Please see Appendix A – RFQ Evaluation Criteria for both the weighting and score available for each category of the information requested from each candidate.

3. The selection committee will score the information received using this matrix, so candidates should provide and organize their information accordingly.

4. The evaluation will be used to create a shortlist of qualified candidates to participate in the second step of the CMAR procurement process. No more than the three (3) most qualified candidates, as determined by the City, will be invited to participate in the second step.

V. Confidentiality

A. RFQ responses submitted to the City for consideration may be subject to disclosure under the Texas Public Information Act (Texas Government Code, Chapter 552.001, et seq.). Any confidential information in each candidate's qualification submittal shall be clearly identified as such.

B. Should the City receive a request for the release of any information in any candidate's RFQ response in accordance with the applicable statute, the City will release only that information which has not been clearly identified as confidential, but only in the event that Appendix B - Confidentiality has been signed and returned by the candidate along with its RFQ response.

C. Should any candidate choose not to sign and return Appendix B - Confidentiality, all information in the candidate's RFQ shall be considered releasable by the City. Candidates will not be notified of any open records requests prior to the release of such information.

D. If, in the opinion of legal counsel, the City is nonetheless compelled to disclose any portion of such information to anyone or else stand liable for contempt or suffer censure or penalty, the City may disclose such information without liability.

E. The City strictly complies with all statutes, court decisions, and opinions of the Texas Attorney

General with respect to disclosure of RFQ information.

VI. Information Requests

A. Since this solicitation is not a Request for Proposals and is designed only to identify and qualify the design firm or team of design firms with which the City will enter into negotiations, further details about the project will not be provided until after award.

B. Written questions will be accepted until Monday, April 27, 2026, at 11:00 a.m. Questions shall be submitted through the Bonfire Portal. The City may, but is not obligated to, respond to questions received after this deadline.

C. NO OTHER CONTACT SHALL BE MADE REGARDING THIS REQUEST FOR QUALIFICATIONS WITH

ANY OTHER CITY STAFF, CITY COUNCIL MEMBER, PROJECT TEAM MEMBER, or with REPRESENTATIVES OF ANY CITY, COUNTY, REGIONAL, STATE OR FEDERAL AGENCIES. FAILURE TO COMPLY WITH THIS REQUIREMENT MAY, IN and OF ITSELF, RESULT IN THE OFFENDING

CANDIDATE BEING REMOVED FROM CONSIDERATION.

VII. City of Southlake's Standard Language

A. No Gratuities. Respondents shall not offer any gratuities, favors, or anything of monetary value to any official or employee of the City for the purpose of influencing this selection. Any attempt by any candidate to influence the selection process by any means, other than disclosure of qualifications, credentials, and a proposal (if shortlisted) through the proper channels, may be grounds for exclusion from the selection process at the City's sole discretion.

B. All Information True. Each candidate, by submitting a proposal represents and warrants to the City that all information provided in the response shall be true, correct, and complete. Candidates who provide false, misleading, or incomplete information, whether intentional or not, in any of the documents presented to the City for consideration in the selection process may be excluded, at the City's sole discretion.

C. Contract Negotiations. This RFQ is not to be construed as a contract or as a commitment of any kind. If this RFQ and the subsequent proposal (if requested) results in a contract offer by the City the specific scope of work, associated fees, and other contractual matters will be determined during contract negotiations. To ensure the appropriate staff is assigned to the Project, the City intends to make the inclusion of a 'key persons" clause a part of the contract negotiations.

D. No Obligation. The City reserves the sole right to (1) evaluate the responses submitted; (2) waive any irregularities therein; (3) select candidates for the submittal of more detailed or alternate qualification statement(s), and/or proposals; (4) accept any qualification submittal and/or proposal submittal or portion of such submittal; (5) reject any or all candidates submitting responses, should it be deemed in the City's best interest; or (6) cancel the entire process, at the sole discretion of the City.

E. Conflict of Interest Questionnaire (Form CIQ). A person or business, and their agents, who seek to contract or enter into an agreement with the City, are required by Texas Local Government Code, Chapter 176, to file a conflict-of-interest questionnaire (FORM CIQ) which is found in Appendix C. The form must be filed with the City Secretary no later than seven (7) days after the date the person or business begins contract discussions or negotiations with the City, or submits an application, response to a request for proposals or bids, correspondence, or other writing related to any potential agreement with the City.

F. Form 1295 Certificate of Interested Parties. In 2015, the Texas Legislature adopted House Bill 1295, which added section 2252.908 of the Government Code. The law states that a governmental entity or state agency may not enter into certain contracts with a business entity unless the business entity submits a disclosure of interested parties to the governmental entity or state agency at the time the business entity submits the signed contract to the governmental entity or state agency. The law applies only to a contract of a governmental entity or state agency that either (1) requires an action or vote by the governing body of the entity or agency before the contract may be signed or (2) has a value of at least $1 million. The disclosure requirement applies to a contract entered into on or after January 1, 2016. Please go to the Texas Ethics Commission webpage (www.ethics.state.tx.us) for full instructions and to complete the required steps for creation of Form 1295. Once the form is completed online, printed, and signed please return the form with your proposal submission.

G. Americans with Disabilities Act and Section 504 of the Rehabilitation Act of 1973

Nondiscrimination Statement: The City of Southlake does not discriminate against any qualified disabled person, including discrimination in employment, or exclude individuals from participation in or deny the benefits of, any program or activity that receives or benefits from federal financial assistance, solely by reason of the individual’s disability. Additionally, the City of

Southlake ensures its programs will be conducted, and its facilities operated, in compliance with all non-discriminatory practices and requirements imposed by or pursuant to 49 Code of Federal

Regulations (CFR) Part 27, 28 CFR Part 35 and 42 USC §§ 12101 – 12213.

H. Compliance with HB 89: Proposer agrees per HB 89 vendor shall not boycott Israel at any time while providing products or services to the City of Southlake.

[ ] Yes, we agree [ ] No, we do not agree [ ] N/A

I. Compliance with SB 252: Proposer agrees per SB 252 vendor shall not do business with Iran, Sudan or a foreign terrorist organization while providing products or services to the City of

Southlake.

[ ] Yes, we agree [ ] No, we do not agree

J. Compliance with SB 13: Proposer agrees per SB 13 vendor does not boycott energy companies as those terms are defined in the Texas Government Code § 809.001, and will not boycott energy companies during the term of any contract with the City of Southlake.

[ ] Yes, we agree [ ] No, we do not agree

K. Compliance with SB 19: Proposer agrees per SB 19 vendor does not have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association as those terms are defined in the Texas Government Code § 2274.001, and that vendor will not so discriminate during the term of any contract with the City of Southlake.

[ ] Yes, we agree [ ] No, we do not agree

APPENDIX A

Town Hall Plaza Park Renovation Project

RFQ Evaluation Criteria

Weight

Maximum Points Available

Score Total

Description 0.0 to 5.0 Points

A. Qualifications of the Team

Overview of the Firm 3.0 5.0 15.0

Qualifications & Structure of Management Team 4.0 5.0 20.0

Relevant Experience: Firm, Project Manager & Superintendent

5.0 5.0 25.0

Subcontractor Participation & Management 3.0 5.0 15.0

Experience Modifier Rate (EMR < 1.0 is desirable) 2.0 5.0 10.0

B. Proven Project Success

Relevance & Success Demonstrated Example # One 5.0 5.0 25.0

Relevance & Success Demonstrated Example # Two 5.0 5.0 25.0

Relevance & Success Demonstrated Example # Three 3.0 5.0 15.0

Demonstrated Cost & Change Order Management 4.0 5.0 20.0

C. Firm’s Stability

Bank Reference 2.0 5.0 10.0

Three (3) Municipal References 2.0 5.0 10.0

Current and Pending Claims 2.0 5.0 10.0

TOTAL SCORE – SOQ SUBMISSION 200.0

APPENDIX B - Confidentiality

Re: Request for Disclosure under Texas Law Request for Qualifications Responses

Qualifications submitted by potential CMAR candidates in response to the City of Southlake (the City) Request for Qualifications may be subject to disclosure under the Texas Public Information Act (Texas Government Code, Chapter 552.001, et seq.). The City may seek to withhold, redact, and/or request an opinion from the Texas Attorney General concerning any information that is clearly marked as confidential and/or proprietary in your submittal.

However, that information may still be subject to release if it is finally determined not to be confidential or proprietary under Texas law.

By having an authorized officer of the company sign below, this CMAR candidate agrees to indemnify the City for any and all attorney fees, penalties, costs, or other expenses the City may incur in defending the withholding of such information.

Furthermore, this CMAR candidate agrees to waive any rights or claims for damages it may have against the City that are caused by or alleged to be caused by the release of said confidential or proprietary information.

CMAR Candidate

By: _______________________________

Signature

Name (Type or Print)

Title

Date

Appendix C – Form CIQ

INFORMATION REGARDING VENDOR CONFLICT OF INTEREST QUESTIONNAIRE

WHO: The following persons must file a Conflict of Interest Questionnaire with the City if the person has an employment or business relationship with an officer of the City that results in taxable income exceeding $2,500 during the preceding twelve – month period, or an officer or a member of the officer’s family has accepted gifts with an aggregate value of more than $250 during the previous twelve – month period and the person engages in any of the following actions:

1. contracts or seeks to contract for the sale or purchase of property, goods, or services with the City, including any of the following:

a. written and implied contracts, utility purchases, purchase orders, credit card purchases and any purchase of goods and services by the City;

b. contracts for the purchase or sale of real property, personal property including an auction of property;

c. tax abatement and economic development agreements;

2. submits a bid to sell goods or services, or responds to a request for proposal for services;

3. enters into negotiations with the City for a contract; or

4. applies for a tax abatement and/or economic development incentive that will result in a contract with the City

THE FOLLOWING ARE CONSIDERED OFFICERS OF THE CITY:

1. Mayor and City Council Members;

2. City Manager;

3. Board and Commission members and appointed members by the Mayor and City Council;

4. Directors of 4A and 4B development corporations;

5. The executive directors or managers of 4A and 4B development corporations; and

6. Directors of the City of Southlake who have authority to sign contracts on behalf of the City.

EXCLUSIONS: A questionnaire statement need not be filed if the money paid to a local government official was a political contribution, a gift to a member of the officer’s family from a family member; a contract or purchase of less than $2,500 or a transaction at a price and subject to terms available to the public; a payment for food, lodging, transportation or entertainment; or a transaction subject to rate or fee regulation by a governmental entity or agency.

WHAT: A person or business that contracts with the City or who seeks to contract with the City must file a “Conflict of Interest Questionnaire” (FORM CIQ) which is available online at and a copy of which is attached to this guideline.

The form contains mandatory disclosures regarding “employment or business relationships” with a municipal officer. Officials may be asked to clarify or interpret various portions of the questionnaire.

WHEN: The person or business must file:

1. the questionnaire – no later than seven days after the date the person or business begins contract discussions or negotiations with the municipality, or submits an application, responds to a request for proposals or bids, correspondence, or other writing related to a potential contract or agreement with the City; and

2. an updated questionnaire – within seven days after the date of an event that would make a filed questionnaire incomplete or inaccurate.

It does not matter if the submittal of a bid or proposal results in a contract. The statute requires a vendor to file a FORM CIQ at the time a proposal is submitted or negotiations commence.

WHERE: The vendor or potential vendor must mail or deliver a completed questionnaire to the Finance

Department. The Finance Department is required by law to post the statements on the City’s website.

ENFORCEMENT: Failure to file a questionnaire is a Class C misdemeanor punishable by a fine not to exceed

$500. It is an exception to prosecution that the person files a FORM CIQ not later than seven business days after the person received notice of a violation.

NOTE: The City does not have a duty to ensure that a person files a Conflict of Interest Questionnaire.

TOWN HALl PLAZA PARK

RENOVATION PROJECT

Project Program

The current project scope includes complete park redevelopment, landscape, hard scape, new gazebo, and pond retaining wall reconstruction, drainage improvements, shade structures, fountain enhancements, pedestrian use and safety enhancements that include a permanent closure of Fountain Place as well as necessary repair and replacement of infrastructure installed with the original construction of the park.

FOUNTAIN PL

MAIN ST

ST

AT

E

ST

G R

A N

D A

V

Fountain

Gazebo

Pond

Project B oundary

Town Hall Appendix D