RICHARDSON INDEPENDENT SCHOOL DISTRICT

400 S. GREENVILLE AVENUE

RICHARDSON, TX 75081

RFSQ 26-365 Bond Program Management Services

1. INTRODUCTION

Richardson Independent School District (RISD) is accepting sealed request for qualifications for Bond Program Management Services. This request for qualification is to establish a contract, which will allow for legal acquisition of a Bond Program Management Provider. This contract will be awarded to a single vendor.

All proposals must be submitted electronically through Euna Procurement (formerly Bonfire) no later than February 12, 2026, at 2:00 PM Central Time. The e-bid system will not accept late submissions.

Interviews will be held the week of February 23rd. See Section 12 for details.

2. DISTRICT OVERVIEW

The Richardson Independent School District (RISD) is located in northern Dallas County, Texas, and includes portions of Richardson, Dallas, and Garland.

Richardson ISD current serves approximately 37,000 students and 6,000 employees across 49 campuses and various central administrative buildings.

Richardson ISD’s bond program includes but is not limited to new construction projects, addition and renovation projects, safety and security enhancements, infrastructure and critical systems upgrades as well as athletic and fine arts improvements.

3. PERIOD OF AGREEMENT

The term of this agreement will be effective beginning April 3, 2026, after formal approval by the RISD Board of Trustees for five (5) years through April 3, 2031. The board meeting to obtain approval of the agreement is scheduled for April 2, 2026. Any changes to the offered discount after one year must be communicated in writing to RISD in advance, and RISD must agree to any discount changes.

4. AWARD

A. RISD anticipates awarding this contract to a single vendor that provides the best overall value based on the evaluation criteria in this RFSQ.

B. All qualified vendors submitting a timely and complete proposal will be considered for award.

C. Award notification will be emailed to vendor. Vendor will need to review, sign, and submit award letter. Emails will come from purchasing@risd.org.

D. Awarded vendor will be publicly listed at: https://web.risd.org/purchasing/awarded-bids

E. Selection does not guarantee any minimum volume of purchases.

F. RISD may also make purchases from other sources if it is in the District’s best financial or operational interest.

5. ESTIMATED ANNUAL EXPENDITURE:

RISD does not guarantee any specific volume or dollar amount of purchases under this contract.

Actual expenditures will depend on district needs and budgetary constraints.

6. PRICING

In accordance with Texas Government Code Chapter 2254, pricing will be negotiated only with the highest-ranked firm.

7. OTHER TERMS

A response by one vendor of a “chain” or business will suffice for other outlets of that “chain” or business if each outlet agrees by the terms of this proposal.

If a parent company is submitting more than one subsidiary company, a separate proposal shall be submitted for each company name.

If your company claims “sole source” status for the services or products you provide, the RISD still requests a response from your company to this RFP.

The District reserves the right to solicit bond program management services from any other source, if in the judgement of RISD it appears necessary, expedient and/or financially advantageous to the District.

8. PRE-SERVICE AFFIDAVIT REQUIREMENT

Pursuant to Senate Bill 571 (2025), all service providers must comply with Texas Education Code Chapter 22A, regarding employee and service provider misconduct reporting.

Before providing services, vendors must ensure that all assigned individuals execute and submit the RISD Pre-Service Affidavit, disclosing any relevant investigations, disciplinary actions, or employment history as required by law.

Failure to comply may result in contract termination and legal penalties.

Pre-Service Affidavit Form:

mailto:purchasing@risd.org https://web.risd.org/purchasing/awarded-bids https://s.risd.org/Pre-Service-Affidavit

TEA Guidance:

https://tea.texas.gov/about-tea/news-and-multimedia/correspondence/taa-letters/required-misconduct-reporting-and-notices-sb-571-and-liability-of-public-schools-and-professional-school-employees-hb-

9. SUBMISSION VIA EUNA PROCUREMENT

Instructions:

1. Download all required forms from the “Files” section

2. Upload completed documents in the designated “Requested Information” section.

3. Uploads must match required file formats.

4. The system will not allow incomplete submissions.

10. REQUIRED DOCUMENTS AND AGREEMENTS

Proposers will be required to submit the following documents or respond to required agreements.

A. Proposal (See section 15 below) B. Questionnaire C. Certificate of Interested Parties document – generated by going to https://www.ethics.state.tx.us/filinginfo/1295/ D. Deviations Compliance Form – must submit deviations per instructions on form E. RISD Certifications – refer to the RISD Required Certifications 25-26 form and document entitled

Information regarding EDGAR Certifications F. Insurance Certificate G. W9 (current) H. Pre-Service Affidavit Agreement (Yes or No) I. Declaration of Conflict of Interest (Yes or No) J. Conflict of Interest form (if a conflict exists) K. HUB Certification (if applicable)

11. SCHEDULE OF EVENTS

Release RFSP January 29, 2026 2:00 PM Deadline for Questions February 5, 2026 2:00 PM RISD Responses Posted February 9, 2026 2:00 PM Proposal Submission Deadline February 12, 2026 2:00 PM Interviews February 23-27, 2026 Anticipated Board Recommendation April 2, 2026 Agreement Start Date April 3, 2026 https://s.risd.org/Pre-Service-Affidavit https://tea.texas.gov/about-tea/news-and-multimedia/correspondence/taa-letters/required-misconduct-reporting-and-notices-sb-571-and-liability-of-public-schools-and-professional-school-employees-hb-4623 https://tea.texas.gov/about-tea/news-and-multimedia/correspondence/taa-letters/required-misconduct-reporting-and-notices-sb-571-and-liability-of-public-schools-and-professional-school-employees-hb-4623 https://tea.texas.gov/about-tea/news-and-multimedia/correspondence/taa-letters/required-misconduct-reporting-and-notices-sb-571-and-liability-of-public-schools-and-professional-school-employees-hb-4623 https://www.ethics.state.tx.us/filinginfo/1295/

12. INTERVIEWS

Interviews are expected to be held the week of February 23rd, subject to change. Top scoring firms will be contacted for interview scheduling.

Location: Richardson Operations Center, 1123 S. Greenville Ave., Richardson, Tx 75081

Attendees: Please limit attendees to six (6) individuals

Time Allocation: Interviews will be no longer than one (1) hour. The firm will have 30 minutes for presentation followed by a 30-minute question and answer session.

Presentation: The presentation at a minimum should highlight relevant and recent experience providing various program management services to school district clients, or similar. The presentation should be able to demonstrate specific value of services to the client, to describe the firm’s capability to support complex projects, and to provide examples of solutions to previous client issues that help support/justify the value of services.

Deliverable: Submit a flash drive containing your presentation and proposed team organization chart for each of the potential middle school projects.

13. COMMUNICATIONS

All communication regarding this RFSQ must occur through the Euna Procurement portal.

RISD will not provide verbal responses.

Questions received after the deadline may not receive a response.

Respondents are responsible for monitoring the portal for updates and posted Q&A.

RISD Contact:

Ashley Renfrow, Purchasing Department !" (469) 593-0561 #$%&' ashley.renfrow@risd.org

Contact with any other district personnel regarding this RFSQ is strictly prohibited and may result in disqualification.

14. SCOPE OF WORK AND SERVICES

A. Richardson ISD is seeking a qualified firm to provide comprehensive Bond Program Management Services for the district’s recently approved $1.4 billion bond program. The selected firm (The Bond Program Management Provider) will serve as the district’s primary partner in supporting internal district staff in managing, facilitating and overseeing multiple construction projects, as identified and delegated by the District, through the bond program lifecycle. The Bond Program Management Provider will be responsible for helping ensure all projects are delivered on time, within budget and in accordance with the district’s educational specification and quality standards.

B. The selected firm should have proven project delivery excellence in K-12 bond program delivery.

For the purpose of this RFSQ, Richardson ISD considers Program Management to consist of but is not necessarily limited to: involvement with community outreach, development of scope of work mailto:ashley.renfrow@risd.org for owner-provided professional services, oversight of solicitation of owner-provided professional services, ensuring adherence to Richardson ISD Educational Specifications, Design Guidelines and construction standards, scheduling and estimating, bidding and negotiations, design reviews (with regards to cost, schedule, and constructability) quality assurance, construction project management oversight, onsite inspections, reviews and verifications of architect invoices and contractor pay applications and construction close-out documentation requirements.

C. The selected firm shall be able to provide option for Staff Augmentation services in connection with assigned projects through the bond program lifecycle, if deemed necessary.

D. The District anticipates initially engaging a Program Management firm for various Construction

Administration services. Below is a preliminary list of projects that are expected to initially be a part of selected services.

1. Liberty Middle School – Ground up replacement middle school with a target square footage estimated to be 190,000 for a 1000 student design capacity. This project will be under the City of Dallas jurisdiction with the most current adopted building codes and energy compliance (RISD requires TX-CHPS as the equivalent green building standard). Target construction schedule to start Summer 2026 and substantial completion late Summer 2028.

2. Parkhill Middle School – Ground up replacement middle school with a target square footage estimated to be 190,000 for a 1000 student design capacity. This project will be under the City of Dallas jurisdiction with the most current adopted building codes and energy

3. Westwood Middle School – Ground up replacement middle school with a target square footage estimated to be 190,000 for a 1000 student design capacity. This project will be under the City of Dallas jurisdiction with the most current adopted building codes and energy

4. Apollo Middle School – The scope of work includes a comprehensive building additions and renovations to achieve the target program square footage of approximately 190,000 SF for a 1000 student design capacity. This project will be under the City of Richardson jurisdiction with the most current adopted building codes and energy compliance (RISD requires TX-CHPS as the equivalent green building standard). Target construction schedule to start Summer 2026 and substantial completion late Summer 2028.

5. Richardson North Middle School – The scope of work includes a comprehensive building additions and renovations to achieve the target program square footage of approximately 190,000 SF for a 1000 student design capacity. This project will be under the City of Richardson jurisdiction with the most current adopted building codes and energy compliance (RISD requires TX-CHPS as the equivalent green building standard). Target construction schedule to start Summer 2026 and substantial completion late Summer 2028.

6. Richardson West Middle School – Ground up replacement middle school with a target square footage estimated to be 190,000 for a 1000 student design capacity. This project will be under the City of Dallas jurisdiction with the most current adopted building codes and energy compliance (RISD requires TX-CHPS as the equivalent green building standard).

This is a multiple phased project which includes the group up replacement middle school and demolition and build back of a new baseball field. Target construction schedule to start Summer 2026 with a substantial completion of the building Summer 2028 and a substantial completion of the baseball field Spring 2029.

E. Stakeholder and community engagement could be required, if requested by the district, throughout the 2025 bond program for any project in which the program management firm is engaged.

15. PROPOSAL

A qualified and responsive proposal will contain the following information with each category tabbed separately and marked accordingly.

TAB A FIRM PROFILE

• Name of firm

• Address of principal office

• Phone and primary email address

• Form of Business Organization (corporation, partnership, etc.)

• Year founded

• Primary Project Executive/Lead Individual to Contact

TAB B PERSONNEL

Provide an organizational chart and identify all personnel who would be dedicated to the projects referenced in Section 14 C and D.

TAB C REFERENCES AND RELEVANT EXPERIENCE

Provide a minimum of 3, but no more than 5 references that your firm has provided services for within the last 5 years. Preferably, provide at least one reference working with a public school district within the state of Texas. References of projects or client engagements withing the last 5 years should include:

• District/Company Name

• Contact Information (Phone, Address, Email)

• Project/Client Name

• Detailed Scope of Services (note or highlight services that specifically align with those listed under Section 14 B in this solicitation)

• Duration/Timeframe

• Provide key accomplishments/results

TAB D PROJECT CONTROLS AND MANAGEMENT APPROACH

Describe your firm’s specific construction administration services as it relates to project controls and management approach for the projects initially listed in Section 14 D.

TAB E LOCAL PRESENCE AND COMMUNITY ENGAGEMENT CAPABILITY

• Provide a description of your firm’s presence in the north Texas area

• Provide examples of your firm’s community engagement with other Texas K-12 school districts. Refer to Section 14 E.

16. EVALUATION AND SELECTION PROCESS

This proposal will be awarded in the best interest of the District.

Richardson ISD will conduct a comprehensive evaluation of all submissions received in response to this RFSQ. The district will appoint a selection committee to perform the evaluation. Each submission will be analyzed to determine overall responsiveness, qualifications under the RFSQ and Respondent’s proposed plan.

An Evaluation Committee will evaluate the proposals against the following weighted criteria:

Evaluation Criteria Points 1 Proposal 5 2 Experience and references with Texas K-12 Bond Programs 30 3 Local Presence and Community Engagement Capability 15 4 Proposed Staffing and Experience of Proposed Personnel 15

5 Project Controls and Management Approach (scored based on proposal; vendor is capable of providing needed services) 25

6 Understanding District’s Needs (how well does the response meet the RFSQ specifications) 5

7 Other relevant factors specifically listed in this RFSQ (orderly presentation of all documents and value-added incentives) 5

8 Agreement to Data Privacy Agreement (if applicable) Pass/Fail 9 Agreement to RISD Standard Terms and Conditions Pass/Fail 10 Agreement to provide Pre-Service Affidavit (if applicable) Pass/Fail

Notice: The evaluation and scoring shown on this evaluation document are preliminary results and are not final.

This evaluation and scoring may be subject to re-evaluation, re-scoring, and/or re-examined considering additional evaluation information, such as applicable law/regulations or through a Best and Final Offer (BAFO) process. Evaluations and scoring results are not final until the evaluation process officially concludes.

Proposer(s) scoring highest based upon the Evaluation Criteria will be selected to participate in an interview and this final analysis of proposals. Qualifications and suitability of the proposed service shall be considered in the acceptance of proposals. The District will award a contract based upon best value as determined by a combination of the above stated evaluation criteria and interviews.

RISD may request a written interpretation from a Proposer of any term or statement in a proposal that is or appears unclear or subject to more than one interpretation and may act upon such written interpretation.

RISD shall have the right to reject any or all proposals; to reject a proposal not accompanied by the required documents; to reject a proposal, which is in any way incomplete, irregular, or nonconforming;

or to reject a proposal, which may otherwise be legally rejected for any reason. RISD may waive any informality in any proposal to the fullest extent permitted by applicable law.

17. CONTRACT

The contents of the proposal submitted by the successful Proposer and this RFSQ will become part of any contract awarded as a result of the Scope of Services contained herein. The successful Proposer will be expected to sign a contract/award letter with the District.

18. PURCHASE ORDER

All purchases will be made via an official RISD Purchase Order (PO). No shipment or delivery may occur without a valid PO.

Invoices and packing slips must include:

• RISD PO number

• Manufacturer’s item number

• Discounted unit price

19. DEVIATIONS

Any deviation to the Standard Terms and Conditions of this proposal request must be clearly stated in writing per the Deviation Compliance form.

20. CANCELLATION

RISD reserves the right to cancel this contract should any of the following occur:

• the vendor(s) proceeds in a manner that does not comply with the contract

• should services or quality of the goods become unacceptable as determined solely by RISD

• the vendor(s) does not carry out the provisions of this contract in its true intent and meaning as indicated in the scope of work.

Prior to contract cancellation, the vendor(s) will be served with written notice to provide satisfactory compliance with the contract without penalty. If the vendor neglects or refuses to follow such notice within thirty (30) days RISD may cancel the contract.

21. WARRANTY / GUARANTEE

All products purchased under this contract shall be NEW and free from defects.

22. SURVIVAL CLAUSE

Any software license agreements, warranties, maintenance agreements, or service agreements that are incorporated into or arise from accepted Purchase Orders or Purchase Agreements issued pursuant to this Contract shall survive the expiration or termination of this Contract in accordance with their respective terms. Any Purchase Orders or Purchase Agreements issued by ISD and accepted prior to the expiration or termination of this Contract shall likewise survive until fully performed or otherwise resolved in accordance with their terms.