1426102-2077640862IDIQ Minor Project Commissioning RFQ.pdf

OFPC 09/01/2007 ISSUANCE (04/09/2009 REVISION) PAGE 1 OF 20 MDA VER. 10/25/10JSW (03/17/2026 REVISION GS)

REQUEST FOR QUALIFICATIONS TO PROVIDE

FACILITY COMMISSIONING SERVICES FOR MISCELLANEOUS

ASSIGMENTS OF LIMITED SCOPE

RELATED TO INSTITUTIONAL PROJECTS

RFQ No.: IDIQ Minor Project Commissioning

PRE-SUBMITTAL CONFERENCE:

August 18, 2026, 2PM, Local Time

Attendance exclusively via virtual format. See Section 1.12 for detailed instructions.

SUBMITTAL DEADLINE:

September 10, 2026, 4PM, Local Time Response opening exclusively via virtual format. See Section 1.5 for detailed instructions.

Prepared By:

MD Anderson Cancer Center

Sourcing & Contract Management 7007 Bertner Avenue, Suite 11.2339

Houston, Texas 77030 713-745-8300

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TABLE OF CONTENTS

Section 1 - General Information & Requirements

1.1 General Information

1.2 Public Information

1.3 Form of Agreement

1.4 Clarifications and Interpretations

1.5 Submission of Qualifications

1.6 Point-Of-Contact

1.7 Evaluation of Qualifications

1.8 Reservation of Rights

1.9 Acceptance of Evaluation Methodology

1.10 No Reimbursement for Costs

1.11 Requirements Related to Use of HUB

1.12 Pre-Submittal Conference

1.13 Eligible Respondents

1.14 Sales and Use Taxes

1.15 Certification of Franchise Tax Status

1.16 Required Notices of Worker’s

Compensation Insurance Coverage

1.17 Delinquency in Paying Child Support

1.18 Financial Commitment

1.19 Ethics Matters; No Financial Interest

1.20 Compliance with Law

1.21 Disclosure of Interested Parties

1.22 Certification Required by Texas

Governor Executive Order GA-48

1.23 Group Purchasing Authority

1.24 State Registration of Engineering Firms

Section 2 - Executive Summary

2.1 Historical Background

2.2 Description of Required Services

2.3 Procurement Schedule

Section 3 - Requirements for Statement of Qualifications

3.1 Respondent’s Statement of Interest and

Availability to Provide Services

3.2 Respondent’s Ability to Provide

Services

3.3 Respondent’s Compliance with

Required Services

3.4 Respondent’s Performance on Past

Representative Arrangements

3.5 Respondent’s General Understanding of

the Agreement

3.6 Respondent’s Knowledge of Best

Practices

3.7 Respondent’s Ability to Identify and

Resolve Problems

3.8 Execution of Offer

Section 4 - Format for Statement of Qualifications

4.1 General Instructions

4.2 Page Size and Format

4.3 Table of Contents

4.4 Pagination

Section 5 - Attachments to the RFQ

5.1 Attachment A –Agreement Between The

University of Texas M.D. Anderson Cancer Center and [Contractor] to Provide Facility Commissioning Services for Miscellaneous Assignments of Limited Scope Related to Institutional Projects

5.2 Attachment B – Exhibits to Agreement

Between The University of Texas M.D. Anderson Cancer Center and [Contractor] to Provide Commissioning Services for Miscellaneous Assignments of Limited Scope Related to Institutional Projects

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REQUEST FOR QUALIFICATIONS

TO PROVIDE COMMISSIONING SERVICES

FOR

MISCELLANEOUS ASSIGNMENTS OF LIMITED SCOPE

RELATED TO INSTITUTIONAL PROJECTS

RFQ No.: IDIQ Minor Project Commissioning

SECTION 1 – GENERAL INFORMATION & REQUIREMENTS

1.1 GENERAL INFORMATION: The University of Texas M. D. Anderson Cancer Center

(“MD Anderson” or “Owner”) is soliciting statements of qualifications (“Qualifications”) from qualified respondents (each, a “Respondent”), under the authority of Chapter 73.115 of the Texas Education Code – Acquisition of Goods and Services, for the selection of a firm or firms to provide commissioning services and related technical support services for construction, renovation, repair, and maintenance projects, and other miscellaneous technical assignments, of limited scope related to MD Anderson projects that have a total project cost ranging in value from approximately $100,000 to $10 million (“Institutional Projects”) on an as-needed basis (each an “Assignment”) in accordance with the terms, conditions, and requirements set forth in this Request for Qualifications (“RFQ”), which provides potential respondents with the information necessary to prepare and submit Qualifications for consideration by MD Anderson.

1.1.1 This RFQ is the first step in what may be, at MD Anderson’s sole discretion, up to a two-step process for selecting firms and provides the information necessary for a Respondent to prepare and submit Qualifications for consideration and initial ranking by MD Anderson. Based on the initial ranking, MD Anderson may select some or all of the top-ranked, qualified Respondents to attend Interviews in the final step of the process.

1.1.2 In the second step of a two-step process, Interviews, each of the “most qualified” Respondents determined in the first step may be required to attend an interview with MD Anderson to confirm its Qualifications and answer additional questions. MD Anderson will then rank the remaining top-ranked Respondents in order to determine the “most qualified” Respondents.

1.1.3 Capitalized words or phrases appearing in this RFQ but not defined herein shall have the meaning ascribed to them in MD Anderson’s standard Agreement Between The University of Texas M.D. Anderson Cancer Center and [Contractor] to Provide Facility Commissioning Services for Miscellaneous Assignments of Limited Scope Related to Institutional Projects, a copy of which is attached to this RFQ (the “Agreement”), or in Rider 101: Scope of Services – Facility Commissioning Services for Miscellaneous Assignments of Limited Scope Related to Institutional Projects, a copy of which is included as an exhibit to the Agreement and attached to this RFQ.

1.2 PUBLIC INFORMATION: All information, documentation, and other materials submitted in response to this solicitation are considered non-confidential and/or non-proprietary and are subject to public disclosure under the Texas Public Information Act (Texas Government Code, Chapter 552.001, et seq.) after the agreement is executed.

1.2.1 MD Anderson strictly complies with all statutes, court decisions, and opinions of the Texas

Attorney General with respect to disclosure of information related to solicitations.

1.3 FORM OF AGREEMENT: Any agreement resulting from this solicitation will be in substantially the same form as the Agreement.

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1.3.1 Any request to modify any terms or conditions of the Agreement or any of its attachments, riders and exhibits will be taken into consideration before awarding an Agreement to any Respondent.

1.3.2 Respondent should carefully review the Agreement and all of its attachments, riders and exhibits. Respondent must clearly communicate in writing all terms and conditions of the Agreement (including all attachments, riders and exhibits) that Respondent will require to be changed before Respondent will sign the agreement.

1.3.3 Respondent must provide written attestation of its willingness to accept the Agreement in its entirety without change or modification or if Respondent will require changes, Respondent must provide all actual draft language it proposes for each change requested. In addition to proposed edits, Respondent must provide a reasonable and articulable explanation why the Respondent requests each change. Redlining the Agreement or providing a statement with the intent or an implication that the Agreement will require further discussion or negotiation will not be considered sufficient as a reasonable request for change and will negatively impact Respondent’s overall ranking.

1.4 CLARIFICATIONS AND INTERPRETATIONS: Any clarifications or interpretations of this RFQ that materially affect or change its requirements will be posted by MD Anderson as an addendum on MD Anderson’s web site (http://www.mdanderson.org/departments/bids). It is the responsibility of each Respondent to obtain this information in a timely manner. All such addenda issued by MD Anderson before the Submittal Deadline are part of the RFQ, and Respondent shall acknowledge receipt of and incorporate each addendum in its Qualifications.

1.4.1 Respondents shall consider only those clarifications and interpretations that MD Anderson issues by addenda three (3) calendar days prior to the Submittal Deadline. Interpretations or clarifications in any other form, including oral statements, will not be binding on MD Anderson and should not be relied on in preparing Qualifications.

1.5 SUBMISSION OF QUALIFICATIONS:

1.5.1 SUBMITTAL DEADLINE: MD Anderson will receive Qualifications at the time and location described below.

September 10, 2026 4PM, LOCAL TIME

All Qualifications must be submitted online through MD Anderson’s SciQuest Platform.

Announcement of Accepted Responses: After the required HUB documentation is approved by MD Anderson, all accepted responses will be opened publicly, and the names of Respondents will be read aloud. HUB approval takes a minimum of four business days.

Respondents may attend the response opening via a virtual meeting as follows:

September 17, 2026 2PM, LOCAL TIME http://www.mdanderson.org/departments/bids

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1.5.2 Respondent shall submit a Letter of VetHUB Commitment as described in Section 4.1.2 of this RFQ by the Submittal Deadline via the Jaggaer/SciQuest platform.

1.5.3 MD Anderson’s Jaggaer/SciQuest platform will not receive any element of this RFQ (Qualifications, Execution of Offer, or Letter of VetHUB Commitment) that are submitted late.

1.5.4 MD Anderson will not acknowledge or receive Qualifications that are delivered by telephone, facsimile (fax), electronic mail or in hard copy.

1.6 POINT-OF-CONTACT: MD Anderson designates the following person as its representative and sole Point-of-Contact for this RFQ. Respondent shall restrict all contact with MD Anderson and direct ALL questions regarding this RFQ, including questions regarding terms and conditions, to the Point-of-Contact person identified below. RESPONDENTS SHALL NOT CONTACT ANY

OTHER OWNER REPRESENTATIVE AT ANY TIME FOR ANY REASON. ALL

QUESTIONS MUST BE IN WRITING AND SUBMITTED IN ACCORDANCE WITH THE

RFI SUBMISSION TIMELINE ESTABLISHED IN THIS RFQ.

Candice Wooley The University of Texas MD Anderson Cancer Center Sourcing & Contract Management Email:Cwooley@mdanderson.org

1.7 EVALUATION OF QUALIFICATIONS: The evaluation of the Qualifications shall be based on the requirements described in this RFQ. All properly submitted Qualifications will be reviewed, evaluated, and ranked by MD Anderson. Depending on the evaluation scores, some or all of the Respondents may be selected by MD Anderson to participate in step two of the selection process.

1.7.1 Qualifications shall not include any information regarding Respondent’s fees, pricing, or other compensation.

1.7.2 The selection process may, at MD Anderson’s sole discretion, consist of two sequential steps.

In step one MD Anderson will evaluate Qualifications in accordance with the criteria set forth https://teams.microsoft.com/meet/245440805989730?p=6iUNnFPpUjDcP58vWm https://aka.ms/JoinTeamsMeeting?omkt=en-US https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTIwZGY3MTktZDUwMC00NmNkLWFlODEtYjhjODk0MzI5NDA0%40thread.v2/0?context=%7b%22Tid%22%3a%222d51fc70-177a-4852-ba7e-54d34883bb15%22%2c%22Oid%22%3a%225c38ee5f-e108-4bcd-aee8-3aa9078df1f9%22%7d tel:+12818102192,,442247939 https://dialin.teams.cloud.microsoft/57a963bb-837d-4195-93cf-867e2b445374?id=442247939 https://teams.microsoft.com/meetingOptions/?organizerId=5c38ee5f-e108-4bcd-aee8-3aa9078df1f9&tenantId=2d51fc70-177a-4852-ba7e-54d34883bb15&threadId=19_meeting_OTIwZGY3MTktZDUwMC00NmNkLWFlODEtYjhjODk0MzI5NDA0@thread.v2&messageId=0&language=en-US https://dialin.teams.cloud.microsoft/usp/pstnconferencing

OFPC 09/01/2007 ISSUANCE (04/09/2009 REVISION) PAGE 6 OF 20 MDA VER. 10/25/10JSW (03/17/2026 REVISION GS) in this RFQ and determine which Respondents, if any, will advance to step two. Respondents selected to proceed to step two will be required to prepare for and participate in an interview with MD Anderson’s Qualifications evaluation team.

1.8 RESERVATION OF RIGHTS: MD Anderson may evaluate the Qualifications based on the anticipated completion of all or any portion of the services. MD Anderson reserves the right to divide the services into multiple parts, to reject any and all Qualifications and re-solicit for new Qualifications, or to reject any and all Qualifications and temporarily or permanently abandon the solicitation. MD Anderson makes no representations, written or oral, that it will enter into any form of agreement with any Respondent to this RFQ for any service and no such representation is intended or should be construed by the issuance of this RFQ.

1.8.1 Respondent understands and agrees that this RFQ and any subsequent Agreement ensuing from this RFQ is contingent upon approval by MD Anderson. Respondent understands and agrees that MD Anderson has made no representation, written or oral, that any such approvals will actually be obtained. If any such approvals are not obtained, Respondent understands and agrees that this RFQ and any subsequent Agreement ensuing from this RFQ will be null, void, and of no effect.

1.9 ACCEPTANCE OF EVALUATION METHODOLOGY: 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 judgments by MD Anderson.

1.10 NO REIMBURSEMENT FOR COSTS: Respondent acknowledges and accepts that any costs incurred from the Respondent’s participation in this solicitation process shall be at the sole risk and responsibility of the Respondent. Respondent submits its Qualifications at its own risk and expense.

1.11 REQUIREMENTS RELATED TO USE OF HUB: It is the policy of The University of Texas

System and each of its component institutions, to promote and encourage contracting and subcontracting opportunities for Historically Underutilized Businesses (HUBs) in accordance with applicable State of Texas requirements. Respondents will be required to submit a HUB Subcontracting Plan (HSP), in accordance with applicable state requirements and MD Anderson procedures, for any assignment issued under the Agreement with an expected value of $100,000 or more, where subcontracting opportunities are determined to be probable. If MD Anderson determines that subcontracting opportunities are probable, then a Letter of VetHUB Commitment is a required element of the Qualifications. Respondents’ Letter of VetHUB Commitment must be submitted by the Submittal Deadline, separate from all other Qualifications documents, inside the Jaggaer/SciQuest Platform. Failure to submit a required Letter of VetHUB Commitment will result in rejection of the Qualifications.

1.11.1 STATEMENT OF PROBABILITY: MD Anderson has determined that subcontracting opportunities are probable for this solicitation. Therefore, a Letter of VetHUB Commitment is required as a part of Respondent's response to this RFQ.

1.11.2 The VetHUB Subcontracting goal for the services being solicited is ZERO POINT

TWENTY (0.20%) percent. Respondent is expected to make a good faith effort to meet this goal.

1.11.3 Respondent’s Letter of VetHUB Commitment must be submitted via the Jaggaer/SciQuest platform at the same time as the sealed Qualifications.

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1.12 PRE-SUBMITTAL CONFERENCE: A pre-submittal conference will be held at the time and location described below.

August 18, 2026 2PM local time

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1.12.1 A guided tour of MD Anderson’s facilities will not be included as a part of the conference agenda.

1.13 ELIGIBLE RESPONDENTS: Only individual firms or lawfully formed business organizations may respond to this RFQ. (This does not preclude a Respondent from using consultants.)

MD Anderson will contract only with the individual firm or formal organization that submits Qualifications.

1.14 SALES AND USE TAXES: Texas Tax Code Section 151.311 provides that certain tangible personal property incorporated into realty or consumed at the jobsite in the performance of a contract for an improvement to realty for certain exempt entities, including The University of Texas System and its component institutions, are exempt from state sales tax. Section 151.311 also provides that certain otherwise taxable services performed at the jobsite are exempt from taxes on University of Texas System projects. In the event Respondent is awarded a contract as a result of this solicitation, it will be the responsibility of Respondent to incorporate allowable tax savings into its Proposal for any Assignment to be completed under the terms of the Agreement.

1.15 CERTIFICATION OF FRANCHISE TAX STATUS: Respondents are advised that the successful

Respondent(s) will be required to submit certification of franchise tax status as required by Chapter 171 of the Texas Tax Code. Respondent acknowledges and agrees that if Respondent is awarded a contract as a result of this solicitation, each Subcontractor and supplier that Respondent places under contract to complete a given Assignment will also be required to provide a certification of franchise tax status.

1.16 REQUIRED NOTICES OF WORKERS' COMPENSATION INSURANCE COVERAGE: The

Texas Workers' Compensation Commission has adopted a new rule, 28 TAC, sec. 110.110, relating to REPORTING REQUIREMENTS FOR BUILDING OR CONSTRUCTION PROJECTS FOR GOVERNMENTAL ENTITIES. The rule applies to all building or construction contracts advertised for bid on or after September 1, 1994. The rule implements sec. 406.096, Texas Labor Code, which requires workers' compensation insurance coverage for all persons providing services on a building or construction project for a governmental entity.

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1.17 DELINQUENCY IN PAYING CHILD SUPPORT: Under Section 231.006, Family Code, the vendor or applicant certifies that the individual or business entity named in this contract, bid, or application is not ineligible to receive the specified grant, loan, or payment and acknowledges that this contract may be terminated and payment may be withheld if this certification is inaccurate.

1.18 FINANCIAL COMMITMENT: While The University of Texas MD Anderson Cancer Center is an institution of The University of Texas System, it is a financially separate entity and is solely responsible for its financial commitments.

1.19 ETHICS MATTERS; NO FINANCIAL INTEREST: Respondent and its employees, agents, representatives and subcontractors must read and understand MD Anderson’s Ethics Policy, Conflicts of Interest Policy and Standards of Conduct Guide available at http://www.mdanderson.org/about-us/doing-business/vendors-and-suppliers/index.html and at https://www.mdanderson.org/about-md-anderson/business-legal/conflict-of-interest.html, and applicable state ethics laws and rules available at www.utsystem.edu/offices/systemwide-compliance/ethics. Neither Respondent nor its employees, agents, representatives or subcontractors will assist or cause MD Anderson employees to violate MD Anderson’s Ethics Policy, Conflicts of Interest Policy, Standards of Conduct Guide, or applicable state ethics laws or rules. Respondent represents and warrants that no member of the Board of Regents of the The University of Texas system has a direct or indirect financial interest in the transaction that is the subject of this RFQ.

1.20 COMPLIANCE WITH LAW: Respondent is aware of, is fully informed about, and in full compliance with its obligations under existing applicable law and regulations, including Title VI of the Civil Rights Act of 1964, as amended (42 USC 2000(D)), Executive Order 11246, as amended (41 CFR60-1 and 60-2), Vietnam Era Veterans Readjustment Act of 1974, as amended (41 CFR60-250), Rehabilitation Act of 1973, as amended (41 CFR 60-741), Age Discrimination Act of 1975 (42 USC 6101 et seq.), Non-segregated Facilities (41 CFR 60-1), Omnibus Budget Reconciliation Provision, Section 952, Fair Labor Standards Act of 1938, Sections 6, 7, and 12, as amended, Immigration Reform and Control Act of 1986, and Utilization of Small Business Concerns and Small Business Concerns Owned and Controlled by Socially and Economically Disadvantaged Individuals (PL 96-507), the Americans with Disabilities Act of 1990 (42 USC 12101 et seq.), the Civil Rights Act of 1991, University of Texas System Administration Policy UTS165, and all laws and regulations and executive orders as are applicable.

1.21 DISCLOSURE OF INTERESTED PARTIES STATUTE: In its response to this RFQ, Respondent must agree to comply with Section 2252.908, Texas Government Code (“Disclosure of Interested Parties Statute”) and 1 Texas Administration Code Sections 46.1 through 46.5 (“Disclosure of Interested Parties Regulations”) as implemented by the Texas Ethics Commission (“TEC”), including, among other things, providing the TEC and MD Anderson with the information required by the Disclosure of Interested Parties Statute and the Disclosure of Interested Parties Regulations on the form promulgated by the TEC. The form will be required to be submitted to MD Anderson prior to the countersigning of the final agreement and not submitted with this RFQ.

1.22 CERTIFICATION REQUIRED BY TEXAS GOVERNOR EXECUTIVE ORDER GA-48:

Pursuant to Executive Order GA-48 of the Governor of Texas effective November 19, 2024, Respondent certifies that it and, if applicable, any of its holding companies or subsidiaries, is not: (a) listed in Section 889 of the 2019 National Defense Authorization Act (NDAA); (b) listed in Section 1260H of the 2021 NDAA; (c) owned by the government of a country on the U.S.

Department of Commerce's foreign adversaries list under 15 C.F.R. § 791.4; or (d) controlled by any governing or regulatory body located in a country on the U.S. Department of Commerce's foreign adversaries list under 15 C.F.R. § 791.4.

http://www.mdanderson.org/about-us/doing-business/vendors-and-suppliers/index.html https://www.mdanderson.org/about-md-anderson/business-legal/conflict-of-interest.html http://www.utsystem.edu/offices/systemwide-compliance/ethics http://www.utsystem.edu/offices/systemwide-compliance/ethics http://www.statutes.legis.state.tx.us/Docs/GV/htm/GV.2252.htm#2252.908 https://www.ethics.state.tx.us/rules/commission/ch46.php

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1.23 GROUP PURCHASE AUTHORITY: Texas law authorizes institutions of higher education (defined by section 61.003, Education Code) to use group purchasing procurement methods (ref.

Sections 51.9335, 73.115, and 74.008, Education Code). Additional Texas institutions of higher education may therefore elect to enter into a contract with the successful Respondent.

1.24 STATE REGISTRATION OF ENGINEERING FIRMS: Respondents are advised that the Texas Board of Professional Engineers requires that any entity providing engineering services to the public must register with the Texas Board of Professional Engineers. An entity is defined as a sole proprietorship, firm, partnership, corporation or joint stock association.

SECTION 2 – EXECUTIVE SUMMARY

2.1 HISTORICAL BACKGROUND:

The University of Texas MD Anderson Cancer Center is one of the world’s most respected centers focused on cancer patient care, research, education and prevention. It was named the nation’s No.

1 hospital for cancer care in U.S. News & World Report’s 2025–2026 rankings.

It is one of the nation’s original three comprehensive cancer centers designated by the National Cancer Institute. Since 1944, more than 2 million people have turned to UT MD Anderson for cancer care.

The institution’s facilities are located in Houston (in the Texas Medical Center), Bellaire, Katy, League City, Sugar Land, West Houston, The Woodlands and in Bastrop County, Texas, and include ambulatory clinical care, inpatient care, diagnostic imaging, radiation therapy, research, education and general administration facilities. In all, the institutions’ facilities include more than 130 buildings, which encompass over 16 million gross square feet of space. The facilities are maintained, managed and operated by MD Anderson’s Division of Operations and Facilities Management (“FM”). Projects related to the design, construction and renovations of MD Anderson’s facilities are managed by FM’s Department of Facilities Planning, Design and Construction (“FPDC”).

For more detailed information about MD Anderson and its Mission, Vision and Core Values, please see the MD Anderson Quick Facts which can be found via the following link: MD Anderson Quick Facts.

2.2 DESCRIPTION OF REQUIRED SERVICES:

2.2.1 MD Anderson maintains a diverse portfolio of projects related to the design, construction and/or renovation of its facilities. The institution’s facilities inventory includes, but is not limited to, medical inpatient diagnostic and treatment facilities, medical outpatient diagnostic and treatment facilities, research laboratories, vivariums, office buildings, hotels, and food service areas. These facilities are located in the greater Houston area and in Bastrop County, Texas. Within its medical facilities, MD Anderson offers a broad array of services that include, but are not limited to, diagnostic imaging, radiation therapy, interventional radiology, clinical diagnostics, chemotherapy, surgery, pathology, and pharmacy.

2.2.2 MD Anderson seeks Qualifications from providers of commissioning services (“Services”) for the size and types of projects and facilities the institution maintains within its Institutional Project portfolio and facility inventory. Respondent must be capable of performing the services https://www.mdanderson.org/about-md-anderson/facts-history/institutional-profile.html https://www.mdanderson.org/about-md-anderson/facts-history/institutional-profile.html

OFPC 09/01/2007 ISSUANCE (04/09/2009 REVISION) PAGE 10 OF 20 MDA VER. 10/25/10JSW (03/17/2026 REVISION GS) as specified in accordance with the Agreement and as may be set forth in project-specific contract documents. The total project cost for projects for which Services will be required is expected generally to range in value from $100,000 to $10,000,000, but may include some projects with a total project cost of $10,000,000 or more but less than $25,000,000. To implement these projects, MD Anderson contracts with design professionals and construction contractors through various contracting methodologies such as traditional (design – award – build), design-build, construction manager-at-risk, and job order contracting.

2.2.3 As part of a particular Services assignment’s scope of services, Respondent may be involved from a project’s design phase through the warranty phase. Respondent’s primary role during the design phase will be to review design intent to meet MD Anderson’s needs, develop project specific commissioning specifications referencing MD Anderson’s master construction specifications, and review design documents to ensure the design meets MD Anderson’s objectives. During construction and through the warranty period, the awarded Respondent, with input from Construction Contractor, will write and coordinate execution of a Commissioning Plan, which includes observing and documenting each system’s performance to ensure that systems function in accordance with the Construction Contract Documents.

2.2.4 MD Anderson intends to enter into an Agreement with one or more firms to provide Services on an assignment-specific, as-needed basis for various new construction, renovation and repair and rehabilitation projects in its Houston or Bastrop locations. These assignments will vary in timing, complexity, and dollar-value. Respondents will be reviewed based on the strength of their facility commissioning services qualifications in conjunction with different architects, engineers, and contractors using various delivery methods simultaneously. The goal of the process will be to choose the most highly qualified Respondent(s) based on demonstrated qualifications as described in Section 3 of this RFQ.

2.2.5 After execution of the agreement(s), MD Anderson generally will strive to equitably allocate commissioning assignments among the Services Providers. However, prior to issuing a request for a proposal for a specific assignment, MD Anderson may elect to interview providers in the program to determine which provider is the most highly qualified to complete the assignment.

Any such interview will focus on ensuring the assignment scope is clearly understood and that the Services Provider’s proposed team is highly qualified to complete the assignment.

2.2.6 When MD Anderson has determined the most highly qualified Services Provider for a given assignment, MD Anderson will issue a request for a proposal (“RFP”) to that Services Provider.

The RFP will confirm the specific services to be provided for that specific assignment. In response, Services Provider will prepare and submit an assignment-specific proposal that will identify the maximum fees to be paid and expenses to be reimbursed to Services Provider for that assignment. Following review and revision of the proposal, if any are required, MD Anderson will issue a purchase order to Services Provider to confirm the maximum amount of fees and expenses to be incurred for that assignment. For any assignment for which the total compensation to be paid is $100,000 or more, Services Provider will be required to submit, and have MD Anderson approve, a State of Texas Subcontracting Plan (or “HSP”) as part of its assignment proposal.

2.2.7 Upon the successful negotiation of a proposal, MD Anderson will issue Services Provider a separate Purchase Order and a Notice to Proceed for that Services Assignment. The Services Provider will invoice MD Anderson, according to the terms of the Agreement as it performs the agreed scope of services.

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2.2.8 The term of the Agreement will be six years. MD Anderson has the option to extend the term of the Agreement as necessary for Contractor to complete any Work for which MD Anderson has issued a Purchase Order prior to the expiration of the Agreement.

2.2.9 Refer to Rider 101 Scope of Commissioning Services for Miscellaneous Assignments of

Limited Scope Related to Institutional Projects included in the Agreement exhibits PDF found under Jaggaer/SciQuest Buyer Attachments for a more specific description of the services to be provided.

2.3 PROCUREMENT SCHEDULE: Key procurement milestones are:

MD Anderson conducts Pre-Submittal Conference Refer to Section 1.12 Last Day to submit Request for Information 4:00 PM CST 8/25/2006 Response to RFI(s) posted via SciQuest Platform 8/27/2026 MD Anderson receives Qualifications and Letter of VetHUB Commitment

Refer to Section 1.5

MD Anderson determines “most qualified” Respondents 10/6/2026 MD Anderson conducts Interviews (at MD Anderson’s sole discretion)

10/20/2026

MD Anderson delivers agreement(s) for execution to selected Respondent(s)

11/2/2026

Selected Respondent(s) deliver(s) executed Agreement to MD Anderson

12/4/2026

SECTION 3 – REQUIREMENTS FOR STATEMENT OF QUALIFICATIONS

Respondent shall carefully read the information contained in the following criteria and submit a complete Statement of Qualifications (“Qualifications”) that responds to all questions and provides the information requested in Section 3 formatted as directed in Section 4. Incomplete Qualifications will be considered non-responsive and subject to rejection.

3.1 CRITERION ONE: RESPONDENT’S STATEMENT OF INTEREST AND AVAILABILITY TO

PROVIDE SERVICES (Maximum of two (2) printed pages per question)

3.1.1 Provide a statement of interest for providing services including a narrative describing your unique abilities as they pertain to providing commissioning services for a diverse project portfolio that may include, but not be limited to, the construction or renovation of research lab(s), parking garage(s), hotels, vivarium(s), office buildings, food service areas, medical inpatient diagnostic and treatment facilities, and medical outpatient diagnostic and treatment facilities, and the mechanical, electrical, plumbing and fire protection infrastructure systems therein.

3.1.2 Provide a statement on your availability and commitment, including those of your principals and assigned professionals that will be providing the services.

3.1.3 Provide a brief history of your organization and each consultant proposed to provide the services.

3.1.4 Provide your contact information, including that for your designated representative for this procurement process.

3.2 CRITERION TWO: RESPONDENT’S ABILITY TO PROVIDE SERVICES

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3.2.1 Provide the following information for your organization:

Legal name of the company as registered with the Secretary of the State of Texas Address of the office that will be providing services Number of years in business Number of employees by skill group Annual revenue totals for each of the past ten (10) years

3.2.2 Are you currently for sale or involved in any transaction to expand or to become acquired by another business entity? If yes, please explain the impact both in organizational and directional terms.

3.2.3 Provide details of all past or pending litigation or claims filed against your firm that would affect your performance under a contract with MD Anderson.

3.2.4 Are you currently in default on any loan agreement or financing agreement with any bank, financial institution, or other entity? If yes, specify date(s), details, circumstances, and prospects for resolution.

3.2.5 Does any relationship exist by relative, business associate, capital funding agreement, or any other such kinship between your firm and any MD Anderson employee or officer or Regent of the University of Texas System? If so, please explain.

3.2.6 Provide a claims history under professional errors and omissions insurance for the past five (5) years for you and any team members expected to provide professional engineering services.

3.3 CRITERION THREE: RESPONDENT’S COMPLIANCE WITH REQUIRED SERVICES

3.3.1 Describe, in graphic and written form, the proposed team assignments and lines of authority and communication for principals and key professional members of each sub-consultant that will be involved in providing the services. Indicate the estimated percent of time these individuals would be involved in a typical assignment.

3.3.2 Provide resumes giving the experience and expertise of the professional members, field technicians and each consultant that will be involved in providing facility commissioning services, including their experience with services for similar types of institutions, the number of years with your firm, professional affiliations, and their city of residence. If outside of the Houston metropolitan area, elaborate how the individual(s) will provide commissioning services for MD Anderson’s Institutional Projects, on a daily basis.

3.3.3 Describe your relevant experience and ability to perform services described in Section 2.2 of this RFQ; refer also to the Agreement and the Scope of Services attached to this RFQ.

3.3.4 Clearly identify the members of your proposed team who worked on the listed contracts in Criterion 3.4 below and describe their roles in the providing commissioning services under those contracts. Also provide details and examples of some of the challenges they faced working with the owner’s subject matter experts.

3.3.5 Describe the basis for the selection of the proposed sub-consultants, if any, included in the team and the role each will play in providing commissioning services.

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3.3.6 Explain how you anticipate incorporating the Scope of Services requirements into a typical assignment.

3.4 CRITERION FOUR: RESPONDENT’S PERFORMANCE UNDER PAST REPRESENTATIVE

ARRANGEMENTS

3.4.1 List a maximum of five (5) programs or clients for which you have provided services under an indefinite delivery, indefinite quantity (IDIQ) agreement that are most related to the services and the arrangement desired by MD Anderson, particularly similar arrangements for The University of Texas System or for similar major public university healthcare, research or administrative facilities. Examples provided should also include projects in which your firm was identified to provide the services. Your proposed consultant’s projects and arrangements may also be used. Provide the following information for each project and arrangement listed:

Project or assignment name, location, contracting method (project-specific, IDIQ, etc.), and description Final cost for services rendered, including change orders Payment terms (firm, fixed price, hourly rate up to not-to-exceed amount, etc.)

Type of construction (new, renovation, or expansion) Description of services Respondent provided for the project Name of project manager (individual responsible to the owner for the overall success of the project) Names of construction contractor, architect of record and engineer of record

References (for each project, arrangement or assignment listed above, identify the following):

The owner’s name and representative who served as the day-to-day liaison during the project, including telephone number Construction contractor’s name and representative who served as the day-to-day liaison during the construction phase of the project, including telephone number Length of Respondent’s business relationship with the owner.

References shall be considered relevant based on specific project or assignment participation and experience with the Respondent. MD Anderson may contact references during any part of this process. MD Anderson reserves the right to contact any other references at any time during the solicitation process.

3.5 CRITERION FIVE: REPONDENT’S GENERAL UNDERSTANDING OF THE AGREEMENT.

3.5.1 Provide a detailed list (i.e. bulleted) of all services in the Agreement that you will provide to

3.5.2 Provide a detailed list (i.e. bulleted) of all consultants you will provide to MD Anderson in delivering the services set forth in the Agreement.

3.5.3 Provide a detailed list (i.e. bulleted) of all services and consultants you will typically provide in addition to those set forth in the Agreement.

3.5.4 Provide a detailed list (i.e. bulleted) of all reimbursable expenses you typically request when providing commissioning services.

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3.5.5 Identify any terms of the Agreement you will require to be changed prior to signing the Agreement.

3.6 CRITERION SIX: RESPONDENT’S KNOWLEDGE OF BEST PRACTICES

3.6.1 Describe your quality assurance program, explaining the methods used and how you maintain quality control. Provide specific examples of how these techniques or procedures were used for any combination of three (3) projects listed in response to Criterion Four.

3.6.2 Describe your equipment maintenance and calibration programs for the specialized test equipment.

3.6.3 Describe the way in which your firm develops and maintains work schedules to coordinate with project schedules. For any combination of three (3) projects or assignments listed in response to Criterion Four, provide examples of how these techniques were used.

3.6.4 Describe your service support philosophy, how it is carried out, and how success in keeping this philosophy is measured.

3.6.5 Describe the types of records, reports, monitoring systems, and information management systems, which your firm typically uses in the provision of commissioning services. Describe how your firm used these systems for any combination of three (3) projects or assignments listed in response to Criterion Four.

3.6.6 Describe your firm’s process in working with contractors and owner’s consultants when providing facility commissioning services during construction.

3.6.7 Describe any special services, advantages, or other unique benefits that you will offer to

3.7 CRITERION SEVEN: RESPONDENT’S ABILITY TO IDENTIFY AND RESOLVE

PROBLEMS

3.7.1 Describe your understanding of the administrative challenges and opportunities associated with providing facilities commissioning services for MD Anderson, and your strategy for resolving these issues.

3.7.2 What do you perceive are the critical issues for providing facilities commissioning services for

MD Anderson in both new construction and renovation projects?

3.7.3 Describe how you would communicate and coordinate services between the construction contractor, subcontractors, and MD Anderson’s consultants in a form that will quickly facilitate MD Anderson’s decision making.

3.7.4 For any combination of three (3) projects listed in response to Criterion Four, describe conflicts among MD Anderson, consultants, contractor, or subcontractors, and describe the methods your firm used to resolve those conflicts.

Balance of page intentionally left blank. Criterion Eight: Execution of Offer follows.

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3.8 CRITERION EIGHT: EXECUTION OF OFFER

NOTE TO RESPONDENT: SUBMIT ENTIRE SECTION WITH RESPONSE.

THIS EXECUTION OF OFFER MUST BE COMPLETED, SIGNED, AND RETURNED WITH

THE RESPONDENT'S QUALIFICATIONS. FAILURE TO COMPLETE, SIGN AND RETURN

THIS EXECUTION OF OFFER WITH THE QUALIFICATIONS MAY RESULT IN

REJECTION OF THE QUALIFICATIONS.

SIGNING A FALSE STATEMENT MAY VOID THE SUBMITTED QUALIFICATIONS OR

ANY AGREEMENTS OR OTHER CONTRACTUAL ARRANGEMENTS, THAT MAY

RESULT FROM THE SUBMISSION OF RESPONDENT’S QUALIFICATIONS, AND THE

RESPONDENT MAY BE REMOVED FROM ALL LISTS OF PROSPECTIVE

RESPONDENTS. A FALSE CERTIFICATION SHALL BE DEEMED A MATERIAL BREACH

OF CONTRACT AND, AT MD ANDERSON’S OPTION, MAY RESULT IN TERMINATION

OF ANY RESULTING CONTRACT OR PURCHASE ORDER.

3.8.1 By signature hereon, Respondent acknowledges and agrees that (1) this RFQ is a solicitation for Qualifications and is not a contract or an offer to contract; (2) the submission of Qualifications by Respondent in response to this RFQ will not create a contract between MD Anderson and Respondent; (3) MD Anderson has made no representation or warranty, written or oral, that one or more contracts with MD Anderson will be awarded under this RFQ;

and (4) Respondent shall bear, at its sole risk and responsibility, any cost which arises from Respondent's preparation of a response to this RFQ.

3.8.2 By signature hereon, Respondent offers and agrees to furnish to MD Anderson the products and/or services more particularly described in its Qualifications, and to comply with all terms, conditions and requirements set forth in the RFQ documents and contained herein.

3.8.3 By signature hereon, Respondent affirms that he has not given, nor intends to give at any time hereafter, any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor or service to a public servant in connection with the submitted Qualifications.

3.8.4 By signature hereon, a corporate Respondent certifies that it is not currently delinquent in the payment of any Franchise Taxes due under Chapter 171, Texas Tax Code, or that the corporate Respondent is exempt from the payment of such taxes, or that the corporate Respondent is an out-of-state corporation that is not subject to the Texas Franchise Tax, whichever is applicable.

3.8.5 By signature hereon, Respondent hereby certifies that neither Respondent nor the firm, corporation, partnership or institution represented by Respondent, or anyone acting for such firm, corporation, or institution has violated the antitrust laws of this state, codified in Section 15.01, et. seq., Texas Business and Commerce Code, or the Federal antitrust laws, nor communicated directly or indirectly the Qualifications made to any competitor or any other person engaged in such line of business.

3.8.6 By signature hereon, Respondent represents and warrants that:

3.8.6.1 Respondent is a reputable company regularly engaged in providing products and/or services necessary to meet the terms, conditions and requirements of the RFQ;

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3.8.6.2 Respondent has the necessary experience, knowledge, abilities, skills, and resources to satisfactorily perform the terms, conditions and requirements of this RFQ and the Agreement;

3.8.6.3 Respondent is aware of, is fully informed about, and is in full compliance with all applicable federal, state and local laws, rules, regulations and ordinances;

3.8.6.4 Respondent understands (i) the requirements and specifications set forth in this RFQ and

(ii) the terms and conditions set forth in the Agreement under which Respondent will be required to operate;

3.8.6.5 Respondent, if selected by MD Anderson, will maintain insurance as required by the

Agreement;

3.8.6.6 All statements, information and representations prepared and submitted in response to this RFQ are current, complete, true and accurate. Respondent acknowledges that MD Anderson will rely on such statements, information and representations in selecting the successful Respondent. If selected by MD Anderson as the successful Respondent, Respondent will notify MD Anderson immediately of any material change in any matters with regard to which Respondent has made a statement or representation or provided information.

3.8.7 By signature hereon, Respondent certifies that the individual signing this document and the documents made part of the RFQ is authorized to sign such documents on behalf of Respondent and to bind Respondent under any agreements or other contractual arrangements, which may result from the submission of Respondent’s Qualifications.

3.8.8 By signature hereon, Respondent certifies that if a Texas address is shown as the address of the

Respondent, Respondent qualifies as a Texas Resident Respondent as defined in Rule 1 TAC 111.2.

3.8.9 By signature hereon, Respondent certifies as follows:

3.8.9.1 “Under Section 231.006, Texas Family Code, the vendor or applicant certifies that the individual or business entity named in this contract, bid, or application is not ineligible to receive the specified grant, loan, or payment and acknowledges that this contract may be terminated and payment may be withheld if this certification is inaccurate.”

3.8.9.2 “Under Section 2155.004, Texas Government Code, the vendor or applicant certifies that the individual or business entity named in this bid or contract is not ineligible to receive the specified contract and acknowledges that this contract may be terminated and payment withheld if this certification is inaccurate.”

3.8.9.3 “Under Section 2254.004, Texas Government Code, the vendor or applicant certifies that each individual or business entity which is an engineer or architect proposed by Respondent as a member of its team was selected based on demonstrated competence and qualifications only.”

3.8.10 By signature hereon, Respondent certifies that no relationship, whether by relative, business associate, capital funding agreement or by any other such kinship exists between Respondent and an employee of any University of Texas component, or Respondent has not been an employee of any University of Texas component within the immediate twelve (12) months

OFPC 09/01/2007 ISSUANCE (04/09/2009 REVISION) PAGE 17 OF 20 MDA VER. 10/25/10JSW (03/17/2026 REVISION GS) prior to your RFQ response. All such disclosures will be subject to administrative review and approval prior to MD Anderson entering into any contract with Respondent.

3.8.11 Respondent represents and warrants that all articles and services quoted in response to this RFQ meet or exceed the safety standards established and promulgated under the Federal Occupational Safety and Health Law (Public Law 91-596) and its regulations in effect or proposed as of the date of this solicitation.

3.8.12 By signature hereon, Respondent signifies its compliance with all federal laws and regulations pertaining to Equal Employment Opportunities and Affirmative…