26-05_-_10-UR_Request_for_Qualifications.pdf

TRANSBAY JOINT POWERS AUTHORITY

ALAMEDA-CONTRA COSTA TRANSIT DISTRICT

CALIFORNIA DEPARTMENT OF TRANSPORTATION

CALIFORNIA HIGH-SPEED RAIL AUTHORITY

CITY AND COUNTY OF SAN FRANCISCO, BOARD OF SUPERVISORS

CITY AND COUNTY OF SAN FRANCISCO, MAYOR’S OFFICE

PENINSULA CORRIDOR JOINT POWERS BOARD

SAN FRANCISCO MUNICIPAL TRANSPORTATION AGENCY

Executive Director: Adam Van de Water

REQUEST FOR QUALIFICATIONS No. 26-05

PROFESSIONAL

ENGINEERING, DESIGN AND CONSTRUCTION SUPPORT SERVICES

FOR THE PORTAL

10-UR UTILITY RELOCATION PROJECT

Key RFQ Dates (All Times Pacific)

Issue Request for Qualifications October 5, 2026

Pre-Submittal Conference October 16, 2026, 10:00 am Pacific

Last Date for Respondents to Submit Requests for Clarification November 5, 2026, by 2 pm

Last Date for Issuance of Addenda November 13, 2026

Statements of Qualifications Submission Deadline November 19, 2026, by 2 pm

Request for Qualifications 26-05 | Engineering, Design and Construction Support Services for 10-UR ii October 5, 2026

CONTENTS

SECTION 1 Introduction

SECTION 2 Background

SECTION 3 The Portal

3.1 Major Components

3.2 Utility Relocation

SECTION 4 Procurement Process and Schedule

4.1 Procurement Process

4.1.1 Addenda

4.1.2 SOQ Submittal Procedures and Communication with the TJPA

4.2 Procurement Schedule

4.3 Pre-Submittal Conference

4.4 Requests for Clarification

4.5 Improper Communications

4.6 Conflicts of Interest

4.7 Ineligible Parties

4.8 Debrief for Unsuccessful Respondents

SECTION 5 Minimum Qualifications

5.1 Minimum Qualifications

5.2 Respondents

5.3 Key Personnel

SECTION 6 Instructions to Respondents

6.1 Executive Summary

6.2 Respondent Organization and Experience

6.2.1 Team Members

6.2.2 Respondent Organization, Minimum Qualifications and Experience Narrative

6.2.3 Respondent’s Team Experience Forms

6.3 Key Personnel Experience

6.3.1 Key Personnel Experience Narrative

6.3.2 Key Personnel Experience Forms

6.4 Best Practices

6.5 Team Member Information

iii October 5, 2026

6.6 Submittal Requirements

SECTION 7 Evaluation Process

7.1 Responsiveness

7.2 Pass/Fail Determination

7.3 Evaluation Scoring

7.3.1 Respondent Organization and Experience

7.3.2 Key Personnel Experience

7.3.3 Best Practices

7.4 Interview

7.5 Evaluation Completion

7.6 Agreement Exceptions

7.7 Negotiation, Contract Award and Execution

SECTION 8 Disadvantaged Business Enterprise (DBE)/Small Business Enterprise

8.1 Small Business Enterprise Goal

8.2 Disadvantaged Business Enterprise Participation

8.3 DBE/SBE Program Forms

8.4 Equal Employment Opportunity (EEO)

8.5 Question Regarding DBE/SBE Program and EEO

SECTION 9 Legal and Contractual Matters

9.1 Prohibition of Affiliates Competing as Separate Respondents

9.2 Licensing

9.3 The TJPA Reservation of Rights

9.4 Compliance with Labor Code Requirements

9.5 Ownership of Information; Public Records Act

9.6 Errors and Omissions in the RFQ

9.7 Objections to the RFQ

9.8 Term and Validity of the SOQ

9.9 Revisions to the SOQ

9.10 TJPA Has No Financial Responsibility for Costs of SOQ Submission

9.11 No Waiver

9.12 San Francisco Ordinances and Requirements

9.13 Restrictions on Campaign Contributions to Elected Officials

9.14 No Representation or Warranties by TJPA

iv October 5, 2026

SECTION 10 Levine Act

SECTION 11 Labor Code Requirements

11.1 Workers’ Compensation

11.2 Prevailing Wages

11.3 Hours of Work

11.4 Specific Labor Code Provisions

11.4.1 Labor Code Section 1725.5

11.4.2 Labor Code Section 1771

11.4.3 Labor Code Section 1771.1

11.4.4 Labor Code Section 1771.4

11.4.5 Labor Code Section 1775

11.4.6 Labor Code Section 1776

11.4.7 Labor Code Section 1777.5

11.4.8 Labor Code Section 1813

11.4.9 Labor Code Section 1815

11.5 Labor Nondiscrimination

11.5.1 Nondiscrimination Clause

SECTION 12 Protest Procedures

12.1 Protest Submittal

12.2 Executive Director’s Decision Final

v October 5, 2026

EXHIBITS

Exhibit A – Technical Forms

Form A – Request for Clarification

Form B – Team Member Summary

Form C – Team Experience

Form D – Key Personnel Summary

Form E – Key Personnel Experience

Exhibit B – Administrative and Legal Forms

Form F – Business Organization

Form G – Insurance Letter

Form H – Financial Status

Form I – Organizational Conflict of Interest

Form J – Certifications and Questionnaire

Form K – Fly America Certification

Form L – New Restrictions on Lobbying Certification

Form M – Joint Venturer Joint and Several Liability Letter

Form N – Non-Collusion Declaration

Exhibit C – DBE/SBE

Form O – DBE/SBE Proposer’s Information Request Form

Exhibit D – Forms in Excel

Form P – Cost Proposal

Exhibit E – Form Agreement & Agreement Appendices

Exhibit F – Agreement Exceptions

Form Q – Agreement Exceptions

Exhibit G - Reference Documents

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SECTION 1 Introduction

The Transbay Joint Powers Authority (TJPA) issues this Request for Qualifications (RFQ) for Professional Engineering, Design, and Construction Support Services for The Portal 10-UR Utility Relocation Project from engineering firms (Respondents) with qualifications and expertise in planning, design, estimating, engineering, development, procurement, and construction support of complex utility relocation projects in urban areas. The Portal is also known as the Downtown Rail Extension, Phase 2 of the Transbay Program.

The TJPA intends to enter into an agreement for the Services described Exhibit E – Form Agreement & Agreement Appendices, Appendix 2, Scope of Services. Based on its evaluation of the statements of qualifications (SOQs) received in response to this RFQ, the TJPA may conduct interviews with the highest scoring Respondents and will establish a ranking of the most qualified Respondents. The TJPA will select the most qualified Respondent through a qualifications-based selection process in accordance with the Brooks Act (40 U.S.C. §1101 et seq.) and will enter into exclusive negotiations with the highest-ranked Respondent for an agreement substantially similar to the form Agreement provided with this RFQ (Agreement). The TJPA anticipates that the Agreement will have a base term of five (5) years with the option, exercisable at the TJPA’s sole discretion, to extend the term for an additional year, for a maximum term of six (6) years.

The method of compensation for the Consultant with whom the TJPA fully executes an Agreement for the Services is further described in Exhibit E Appendix 3 (Price and Payment).

Respondents may obtain copies of this RFQ, including the forms to be submitted in the SOQ package, by downloading the document through the OpenGov Procurement Portal, which can be accessed via website links located at https://www.tjpa.org/about-tjpa/doing-business/contract-opportunities.

Questions regarding this RFQ must be submitted in accordance with the procedures provided in Section 4.1.2, SOQ Submittal Procedures and Communication with the TJPA.

SOQ submissions in response to this RFQ must be received by the TJPA no later than 2:00 p.m. Pacific Time on the date specified in Section 4.2, Procurement Schedule, in accordance with procedures provided in Section 4.1.2. No cost or pricing information shall be submitted with the SOQ.

The selection of any Respondent for exclusive negotiations shall not imply the TJPA’s acceptance of all terms of the Respondent’s submittal. The TJPA will have no obligation to any Respondent unless and until the Agreement is approved by the TJPA Board of Directors (TJPA Board) and executed by authorized representatives of the Selected Respondent and the TJPA.

There is no guarantee that the TJPA will award a contract for all or a portion of the Services. See the form Agreement Section 4.1, Certification of Funds, for further details regarding issuance of Notices to Proceed.

The TJPA reserves the right to terminate the Agreement, in whole or in part, at any time and for any reason, subject to the terms of the Agreement.

https://www.tjpa.org/about-tjpa/doing-business/contract-opportunities

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SECTION 2 Background

In April 2001, the City and County of San Francisco (City), the Alameda-Contra Costa Transit District (AC Transit), and the Peninsula Corridor Joint Powers Board (PCJPB/Caltrain) executed a Joint Exercise of Powers Agreement under California law creating the TJPA. The Joint Exercise of Powers Agreement was amended in November 2017 to include the California High-Speed Rail Authority (CHSRA). The purpose of the TJPA is to design, build, develop, operate, and maintain a new transportation terminal and associated facilities in San Francisco, known as the Transbay Program. Information about the Transbay Program is available on the TJPA’s website at https://www.tjpa.org.

The TJPA has been granted primary jurisdiction with respect to all matters pertaining to the financing, design, development, construction, and operation of the Transbay Program. The member agencies of the TJPA have granted to the TJPA most of their jointly held powers, including the authority to buy and sell property, enter into contracts, and accept and spend grants of cash and property. The TJPA’s management functions include contract oversight, policy direction, financing, and investment supervision.

The TJPA coordinates and collaborates with, among others, the following governmental entities: U.S.

Department of Transportation and its operating administrations—Federal Railroad Administration, Federal Transit Administration (FTA), and Federal Highway Administration; California Department of Transportation (Caltrans); the California High-Speed Rail Authority; the City; AC Transit; PCJPB/Caltrain;

San Mateo County Transit District; Golden Gate Bridge, Highway and Transportation District; San Francisco County Transportation Authority; and Metropolitan Transportation Commission.

The TJPA Board of Directors (TJPA Board) is composed of directors appointed by each of the following agencies:

♦ Alameda-Contra Costa Transit District

♦ City and County of San Francisco, Board of Supervisors (2)

♦ City and County of San Francisco, Mayor’s Office

♦ Peninsula Corridor Joint Powers Board/Caltrain

♦ San Francisco Municipal Transportation Agency

♦ California High-Speed Rail Authority

♦ California Department of Transportation, Ex Officio (non-voting)

Subject to such supervisory powers as may be retained by the TJPA Board or delegated to the Chair of the TJPA Board, and except as otherwise provided in the Bylaws, the TJPA Executive Director generally supervises, directs, and controls the business of the TJPA.

SECTION 3 The Portal

The Portal will connect Caltrain’s 77-mile regional rail system and the California High-Speed Rail Authority’s future statewide system to the Salesforce Transit Center in downtown San Francisco. The Portal will be constructed principally underground along Townsend and Second streets and includes cut-and-cover and mined tunnel, at-grade trackwork, build-out of the below-grade train station at the Salesforce Transit Center, and a new underground station at Fourth and Townsend streets.

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The Portal is environmentally cleared pursuant to the requirements of the National Environmental Policy Act (NEPA), the California Environmental Quality Act (CEQA), and their implementing regulations. See the TJPA’s website for information on environmental clearance documentation:

https://www.tjpa.org/portaldtx/environmental-review

The Portal was approved for entry into the Project Development phase of the FTA’s Capital Investment Grants (CIG) program on December 3, 2021. Between December 2021 and August 2023, the TJPA completed The Portal’s preliminary engineering design; executed an agreement with the City addressing, among other things, the process to seek approval to use City property and modify existing City improvements for The Portal; progressed coordination with utility companies and City agencies whose utility infrastructure requires relocation; and progressed right-of-way acquisition-related activities. The Portal entered the second phase of the CIG program, Engineering, on May 2, 2024.

The Portal is being developed by the TJPA in collaboration with the Metropolitan Transportation Commission, San Francisco County Transportation Authority, Peninsula Corridor Joint Powers Board (Caltrain), California High-Speed Rail Authority , and City and County of San Francisco. The Portal’s Integrated Program Delivery Team (IPDT) led by the TJPA oversees the day-to-day decision-making on the infrastructure delivery aspects of The Portal, including design, procurement, and construction. Caltrain, as the primary rail operator, has specific management responsibilities within the IPDT for rail-related systems, infrastructure, and integration. The Consultant will perform the Services as a member of the IPDT for the term of the Agreement.

3.1 Major Components

The 2.2-mile rail extension begins in the Salesforce Transit Center’s underground rail station at First and Mission streets and continues southward mostly in a tunnel to Sixteenth Street, just south of Caltrain’s existing terminal station and railyards. The main elements of The Portal are summarized as follows (see Figure 1):

♦ Salesforce Transit Center below-grade fit-out

♦ Cut-and-cover structures along Second Street and Townsend Street and in portions of the 4th and King railyards

♦ Mined tunnel: over a half-mile of mined tunnel along Second Street and Townsend Street with two standalone ventilation and emergency egress structures along the tunnel alignment

♦ Fourth and Townsend Street Station: a new underground station for Caltrain

♦ Trackwork and rail systems: about a half-mile of maintenance-of-way and turnback trackwork, and associated rail systems, tying into Caltrain’s existing station

♦ Enabling works:

● Railyard preparation within the Caltrain right-of-way, involving the relocation or removal of structures and utilities along Townsend Street and modifications to surface trackwork and associated systems

● Utility relocation; see Section 3.2.

● Building demolition: the demolition of seven buildings as part of site clearing for construction of the cut-and-cover portions of the tunnel

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Figure 1. The Portal Alignment with Major Components and 10-UR Detail

3.2 Utility Relocation

The Utility Relocation (10-UR) project (the Project) is a design-bid-build contract that will relocate or protect-in-place over 20 public and private utilities within public right-of-way along Townsend Street between Third and Sixth streets to facilitate construction of the cut-and-cover portions of the tunnel. The relocations, abandonments, and demolitions are intended to eliminate or reduce utility conflicts with shoring wall construction, road decking installation, excavation, and the construction of tunnel and station structures while maintaining services to surrounding properties.

The revised 10-UR design has been completed to an approximately 60% level. The revised 60% design and specifications identify utilities to be relocated, protected in place, or abandoned. This work requires consistent uninterrupted utility service to all customers; advance utility work within the public right-of way must occur outside the future cut-and-cover structures, tunnel, and underground station at Townsend Street between Third and Seventh streets.

See Exhibit E, Appendix 2, for the 10-UR Engineering, Design, and Construction Support Scope of Services.

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SECTION 4 Procurement Process and Schedule

4.1 Procurement Process

The TJPA will evaluate each Respondent to this RFQ on the basis of its SOQ and interview (if conducted).

Each SOQ received by the submission deadline will be evaluated and scored as described in this RFQ.

The TJPA may conduct interviews with up to the three highest scoring Respondents from the SOQ evaluation.

Upon the TJPA’s completion of its evaluation of SOQs and interviews (if conducted), the TJPA will rank the Respondents based on their total scores and invite the highest scoring Respondent (the Selected Respondent) to negotiate an agreement based on the terms and conditions set out in the form Agreement (see Exhibit E – Form Agreement & Agreement Appendices).

If the negotiations are successful, the TJPA expects to provide a notice of intent to award the negotiated Agreement to the Selected Respondent. If a satisfactory Agreement cannot be negotiated with the Selected Respondent, TJPA staff may terminate negotiations with the Selected Respondent and the TJPA may, but is not required to, take any of the following actions: that may include (a) proceeding to the next highest ranked Respondent to offer the opportunity to negotiate an Agreement (who will then be the Selected Respondent); (b) rejecting all SOQs; or (c) issuing a request for revised SOQs pursuant to Section 9.3, TJPA Reservation of Rights.

The TJPA staff’s recommendation to award the Agreement will be conditioned upon (a) successful completion of negotiations (if held) and (b) receipt by the TJPA of all of the documents required under Section 7.7, Negotiation, Contract Award and Execution, to be provided by the Selected Respondent before award.

The TJPA Board may accept or reject the recommendation of the TJPA staff, in whole or in part, or require other conditions at its sole discretion.

If the TJPA Board awards the Agreement to the Selected Respondent, the Selected Respondent must submit to the TJPA the documents required under Section 7.6. Upon receipt and subject to its review and confirmation of the sufficiency of the documents and information submitted by the Selected Respondent, the TJPA would then execute the Agreement.

4.1.1 Addenda

The TJPA may modify the RFQ, prior to the SOQ submission deadline, by posting addenda on the TJPA’s OpenGov Procurement Portal. Interested parties can access the OpenGov Procurement Portal via website links located on https://www.tjpa.org/about-tjpa/doing-business/contract-opportunities. Firms following this project on the TJPA’s OpenGov Procurement Portal will automatically be notified of any addenda.

Each Respondent, regardless of how they obtained the RFQ, is solely responsible for ensuring receipt of any and all addenda. Each Respondent is responsible for ensuring that its SOQ acknowledges and responds to all addenda issued by the TJPA prior to the SOQ due date and time, regardless of when the SOQ is submitted. Each Respondent must check the TJPA’s website before submitting its SOQ to ensure receipt of all addenda and to ensure that its SOQ acknowledges and responds to any such addenda.

https://www.tjpa.org/about-tjpa/doing-business/contract-opportunities

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4.1.2 SOQ Submittal Procedures and Communication with the TJPA

SOQs must be received by the TJPA no later than 2:00 p.m. Pacific Time on the SOQ deadline specified in Section 4.2. SOQs must submitted electronically through the TJPA’s OpenGov Procurement Portal and in Adobe PDF (Portable Document Format) in the format specified in Section 6.6, Submittal Requirements.

All communication regarding this procurement, including submittals of requests for clarifications, must be directed to:

Transbay Joint Powers Authority Email: Procurement@tjpa.org

All communications must begin with the phrase RFQ 26-05 in the subject line.

4.2 Procurement Schedule

Table 1 shows the anticipated schedule for the procurement. The TJPA reserves the right to modify this schedule at its sole discretion.

Table 1. Anticipated Procurement Schedule

Event Date

Issue RFQ October 5, 2026

Pre-Submittal Conference October 16, 2026 at 10:00 am Pacific Time

Last date for Respondents to submit requests for clarification November 5, 2026

Last date for issuance of addenda November 13, 2026

SOQ submission deadline November 19, 2026 by 2:00 pm Pacific Time

Notification of Interview, if applicable December 18, 2026

Interviews January 6 -12, 2027

Notification of Final Ranking of Respondents January 14, 2027

Notification of Invitation to Negotiate January 19, 2027

Negotiations with Selected Respondent January – February 2027

Contract Awarda Item for TJPA Board March 2027 Notes:

a Subject to approval by the TJPA Board

Where the RFQ provides a deadline or due date for material due to the TJPA, the material is due by 2:00 pm Pacific Time.

4.3 Pre-Submittal Conference

The pre-submittal conference will be led by the TJPA and is intended to address questions regarding the procurement process. The meeting will be conducted virtually via Microsoft Teams at the date and time specified in Section 4.2. See the meeting access information below:

mailto:through mailto:Procurement@tjpa.org

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Microsoft Teams meeting Join: https://teams.microsoft.com/meet/220517200896834?p=rMekkZyi6rtWzQyatP Meeting ID: 220 517 200 896 834 Passcode: 2MT2vP3q

4.4 Requests for Clarification

Respondents may submit requests for clarification regarding this RFQ using Form A – Request for Clarification, in Exhibit A. The TJPA will consider requests for clarification in issuing any addenda to this RFQ. The TJPA may elect to respond to requests for clarification via written responses that will be posted publicly on the TJPA website.

4.5 Improper Communications

Beginning on the date the notice of intent to issue this RFQ was issued and made available to prospective Respondents, communications concerning this RFQ between members of the TJPA Board, TJPA staff, other consultants already engaged by the TJPA, or members of the selection committee and any prospective Respondents and their employees or agents are strictly prohibited, except as provided herein.

Any violations of the above restriction will result in the immediate disqualification of the Respondent from further participation in the Transbay Program. This restriction will terminate when the TJPA issues a notice of intent to award/notice of proposed award of a contract or cancels this procurement. These communications requirements will be in effect from the date the TJPA issues this RFQ and will continue until the TJPA has issued a notice of intent to award the contract to the Selected Respondent or the TJPA terminates the procurement process.

A list of TJPA Board members is available on the TJPA’s website at https://www.tjpa.org/about-tjpa/board-directors.

4.6 Conflicts of Interest

Each Respondent is responsible for determining whether its participation constitutes an actual or potential conflict of interest under the following:

♦ The TJPA’s Conflict of Interest Code (available on the document page of the TJPA’s website):

https://www.tjpa.org/media/38816/download

♦ California Government Code section 1090

♦ The Political Reform Act of 1974 (California Government Code sections 81000 et. Seq.)

♦ Federal Transit Administration requirements (e.g., FTA Circular 4220.1G, Third Party Contracting Guidance, Chapter VI)

The existence of a conflict of interest is a basis to disqualify a Respondent from the procurement process and award of the contract.

Depending upon the nature of the services performed, contractors and consultants are subject to the same conflict of interest prohibitions that apply to TJPA employees. These include, but are not limited to, the conflict prohibitions of the FTA (see FTA Circular 4220.1G) and the requirements of California law https://teams.microsoft.com/meet/220517200896834?p=rMekkZyi6rtWzQyatP https://www.tjpa.org/about-tjpa/board-directors https://www.tjpa.org/about-tjpa/board-directors https://www.tjpa.org/media/38816/download

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(including Government Code Sections 1090 et seq. and 87100 et seq., and Title 2, Division 6 of the California Code of Regulations). Notwithstanding the following paragraph, the TJPA reserves the right to disqualify any Respondent under this RFQ if the TJPA, in its sole discretion, deems that the potential for conflicts of interest is likely to impair or restrict the Respondent's ability to furnish the Services described in the form Agreement at Section 2, Services, and Exhibit E Appendix 2 (Scope of Services) impartially and acting in the best interest of the TJPA.

Respondents should be aware that in order to avoid any potential conflicts of interest, the selected Consultant and its affiliates may be precluded from participating as a vendor, consultant, or contractor in any subsequent contract for the Project and other TJPA projects related to the Project.

As part of the RFQ process, Respondents are required to disclose all work performed by the Respondent (or any of its affiliates) on any TJPA project within five (5) years of the date of this RFQ. Additionally, Respondents may be required to disclose financial interests so that the TJPA may be assured that the potential for conflicts of interest under state or federal law and regulations is not likely to impair the Consultant's ability to furnish the Services described in the form Agreement at Section 2 and Exhibit E Appendix 2, Scope of Services.

A conflict of interest review will be performed by the TJPA during evaluation of the SOQs.

The TJPA does not provide general advice or assurances regarding potential conflicts of interest.

The existence of a conflict of interest may render a Respondent not responsible. By submitting an SOQ, each Respondent agrees that if at any point in the procurement process the Respondent discovers that it may have an organizational conflict of interest, the Respondent must make prompt and full written disclosure to the TJPA. Such disclosure shall include a detailed description of all information required in section 6 of TJPA Board Policy No. 022, Conflict of Interest Policy for Design-Build Procurements, including, without limitation, any efforts the Respondent has taken or proposes to take to mitigate the conflict. If an organizational conflict of interest that the Respondent knew about, or should have known about, but failed to disclose, or any other failure to comply with applicable TJPA conflict-of-interest policies or codes or any Governmental Rules, is determined to exist during the procurement process, the TJPA may, among other potential remedies, disqualify the Respondent from the procurement process and award of the contract. If an organizational conflict of interest that the Respondent knew about, or should have known about, but failed to disclose or if any other failure by the Respondent to comply with applicable TJPA conflict-of-interest policies or codes or any Governmental Rules is determined to exist and the Respondent has entered into an Agreement as the Consultant, the TJPA may, among other potential remedies, terminate the Agreement. In either case, the TJPA reserves all legal rights and remedies.

4.7 Ineligible Parties

Firms that have been engaged in preparing this RFQ and associated materials are ineligible to participate as part of a Respondent. These firms include:

♦ AECOM

♦ Mott MacDonald

♦ Hollins Consulting

♦ Nossaman LLP

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♦ Shute, Mihaly & Weinberger LLP

♦ Gall Zeidler Consultants

♦ WSP

Affiliates, subconsultants, or subcontractors to these entities and other firms, depending on their prior or ongoing work related to the Project, may be ineligible to participate as part of a Respondent’s team. Each Respondent is responsible for determining whether a member of its planned team is ineligible to participate.

Firms requesting a determination from the TJPA on the ability to participate in this procurement, based upon the restrictions stated in this section, should submit their written request, including all of the information specified in TJPA Board Policy No. 022 via email to Procurement@tjpa.org. Requests of this nature may be submitted any time after publication of the SOQ until three weeks before the SOQ due date. The TJPA will provide responses directly to the entity that submitted the request, and these responses will not be posted publicly.

4.8 Debrief for Unsuccessful Respondents

Within 14 days of the TJPA Board’s award of the Agreement, unsuccessful Respondents may request a debrief by notifying the TJPA as noted in Section 4.1.2.

mailto:Procurement@tjpa.org

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SECTION 5 Minimum Qualifications

5.1 Minimum Qualifications

Respondents must provide documentation that clearly demonstrates that each Minimum Qualification (MQ) listed below has been met. Each SOQ will be reviewed for an initial determination on whether the Respondent meets the MQs on a pass/fail basis, and any SOQ that fails to meet the MQs will not be eligible for further consideration in the evaluation process. The TJPA reserves the right to request clarifications from Respondents prior to rejecting an SOQ for failure to meet the MQs.

5.2 Respondents

Each Respondent must demonstrate that it meets the following Minimum Qualifications:

A. At least ten (10) years of experience within the last twenty (20) years of providing utility design, estimating, and construction support services for public and private infrastructure projects of similar complexity to the Project.

B. Experience as the prime consultant for the design of at least one (1) utility relocation infrastructure project within the last fifteen (15) years of similar complexity to the Project.

C. Experience working on at least three (3) utility relocation infrastructure projects within the last twenty (20) years, with multiple interdisciplinary scopes, and experience in preparing design engineering and construction documents for infrastructure projects.

5.3 Key Personnel

Each individual proposed as a Key Personnel must demonstrate that it meets the minimum qualifications identified in Table 2. The TJPA reserves the right to verify information regarding Key Personnel’s experience and past employment history.

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Table 2. Key Personnel

Key Personnel Position Minimum Qualifications and Responsibilities Design Project Manager/ Design Senior Engineer

Minimum Qualifications:

Must possess a current and valid Professional Engineer (PE) license in Civil

Engineering issued by the State of California.

Must have a minimum of ten (10) years of experience managing design for utility relocation infrastructure projects.

Must demonstrate experience with design-bid-build project delivery.

Must demonstrate experience with development of Form B estimates for private utilities in accordance with PG&E Standard S5453 Uniform Process for Joint Trenches.

Preferred Experience: Preferred experience in construction estimating and quantity take-offs. Preferred experience as an Engineer of Record for utility relocation projects managing design through construction. Preferred experience as an Engineer of Record designing utility relocation in the City and County of San Francisco, including a proven track record of preparing technical documents and securing City approvals.

Responsibilities: Responsible for meeting Consultant’s contractual obligations for producing overall plans/designs, specifications, and construction documents and providing bid support, construction support services, schedule preparation and analysis, cost estimating, quality control, contract administration, safety, and environmental compliance. Responsible for resolving disputes that may arise. Will be the designated point of contact throughout the term of the Agreement and must have authority to make decisions on any part of the Services. Must be assigned to the project full-time for the duration of the term of the Agreement.

Design Engineer II/ Design Associate Engineer

Minimum Qualifications:

Must have a minimum of three (3) years of experience designing utility infrastructure projects.

Preferred Experience and Qualifications: Five (5) or more years of experience designing utility infrastructure projects. Possess a current and valid Professional Engineer (PE) license in Civil Engineering issued by the State of California.

Responsibilities: Day-to-day coordination associated with completing final design specifications and drawings and other project construction documents. Coordination with stakeholders, permitting and regulatory authorities, and private and public utilities.

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SECTION 6 Instructions to Respondents

6.1 Executive Summary

Provide an executive summary written as a narrative in a non-technical style, summarizing the Respondent’s organization, the Respondent’s relevant expertise and experience, the relevant expertise and experience of its Key Personnel, and its incorporation and application of industry best practices in utility relocation design.

6.2 Respondent Organization and Experience

6.2.1 Team Members

The Respondent’s team is made up of Team Members, classified as shown in Table 3.

Table 3. Team Members

Team Membersa Description

Respondent The entity submitting the SOQ. The Selected Respondent who executes the Agreement with the TJPA, and upon full execution of the Agreement, becomes the Consultant. This entity is considered the Consultant or prime Consultant.

Subconsultants Any subconsultant that the Respondent includes on its team.

Notes:

a Team Members may be an individual (sole proprietorship), corporation, joint venture, partnership, or other business organization.

NOTE: A Respondent’s Affiliates may not also be on another Respondent’s team. (See Section 9.1.)

The TJPA discourages Respondents from requiring exclusivity from SBE/DBE firms that are not an Affiliate of a Respondent. (See Section 9.1.).

The Respondent must provide in its SOQ its Team Members’ qualifications and demonstrated experience in successfully performing the Services described in this RFQ and the form Agreement. The Respondent must demonstrate its Team Members’ technical capability, significant expertise and knowledge, and breadth of experience in infrastructure design and construction to successfully perform the roles and responsibilities in providing complete and constructable designs and specifications for the construction of the 10-UR Project. Do not provide in the SOQ information concerning Team Members that do not have the experience and expertise described in this section or who will not have significant responsibility for the engineering and design of the Project.

6.2.2 Respondent Organization, Minimum Qualifications and Experience Narrative Provide a brief introduction to Respondent’s organization and describe its operational and decision-making structure. Include a high-level organizational chart and a summary describing the roles of the Team Members. The organizational chart will include name, role, employer, and reporting structure of the Key Personnel (see Section 6.3, Key Personnel Experience).

Include evidence, in narrative form, of the Team Members’ competency, capability, and capacity to deliver a utility infrastructure project of similar size, scope, and complexity as the Project.

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Provide evidence of how the Respondent meets or exceeds the minimum qualifications as described in Section 5.

Describe how the Respondent’s experience is relevant to the success of the 1Project, describing, at a minimum, the following:

♦ The reasoning for the team’s organization based on the needs and risks associated with the Project

♦ Team Members’ services and responsibilities

♦ Team Members’ experience working together on other projects

♦ Respondent’s experience with utility relocations, protect in place, and abandonment in an urban environment

♦ Respondent’s past successful, relevant collaboration between designer, construction contractor, owner, public and private service providers (utility owners) to deliver a project and how the Respondent’s Team Members will enhance collaboration among those parties and stakeholders.

6.2.3 Respondent’s Team Experience Forms

Include a completed copy of Form B, Team Member Summary, in Exhibit A.

Include a completed copy of Form C, Team Experience, in Exhibit A for at least two (2) but no more than six (6) projects.

Respondents must list its own and subconsultants’ reference projects in Form C. Reference projects must be limited to those commenced and completed within the past twenty (20) years.

6.3 Key Personnel Experience

Each individual proposed Key Personnel must have the Minimum Qualifications identified in Section 5.

Provide a declaration of the Respondent’s firm’s ability and willingness to commit and maintain required staffing (in number and relevant experience/expertise) necessary to provide the Services within the term of the Agreement. Identified Key Personnel cannot be substituted with other personnel or reassigned to another project without the TJPA’s prior approval.

6.3.1 Key Personnel Experience Narrative

Provide evidence of how the proposed Key Personnel meet or exceed the Key Personnel minimum qualifications as described in Section 5.

Describe how the experience of the Key Personnel will facilitate and improve successful delivery of the 10-UR Project and how the Respondent will engage Key Personnel and other resources.

6.3.2 Key Personnel Experience Forms

Include a completed copy of Form D, Key Personnel Summary, in Exhibit A.

Include a completed copy of Form E, Key Personnel Experience, in Exhibit A for each Key Personnel. List at least two (2) but no more than six (6) reference projects in Form E. Reference projects must be limited to those commenced within the past twenty (20) years.

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6.4 Best Practices

Describe opportunities and challenges encountered on previous projects by Team Members and Key Personnel, the approaches used to manage and mitigate risks, and how best practices could be used to enhance the approaches to the 10-UR Project. Areas to discuss may include, but are not limited to:

♦ Owner’s and consultant’s respective roles in assembling and managing high-performing multidisciplinary teams

♦ Contributing to a collaborative project environment with the owner, operator(s), authorities having jurisdiction, and multiple stakeholders on similar projects

♦ Delivering 100% signed and sealed project specifications and construction drawings that result in affordable construction projects for government agencies

♦ Coordination with construction contractors to deliver the Project on time and within budget

6.5 Team Member Information

Team Member information must be submitted as shown in Table 4. Respondents should review Section 0, Ownership of Information; Public Records Act, regarding the confidentiality of information submitted.

Table 4. Team Member Forms

Form To be completed for

Respondent Major Subconsultant

Form F – Business Organization

Form G – Insurance Letter

Form H – Financial Status

Form I – Organizational Conflicts of Interest

Form J – Certifications and Questionnaire

Form K – Fly America Certification

Form L – New Restrictions on Lobbying Certification

Form M – Joint Venturer Joint and Several Liability Letter, If applicable

Form N – Non-Collusion Declaration

Form O – DBE/SBE Proposer’s Information Request Form

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6.6 Submittal Requirements

SOQs must be submitted as follows:

♦ Volume I – Technical Qualifications

♦ Volume II – Team Member Information

♦ Volume III – Agreement Exceptions, if applicable

Each volume must be a separate searchable PDF document with an electronic table of contents. SOQs must be submitted to the TJPA as noted in Section 4.1.2. All volumes are due by the SOQ due date.

SOQs must adhere to the following format. Page limits are shown in Table 5.

♦ Text must be single-spaced using a non-narrow font no smaller than the 10-point Segoe UI used in this document (that is, other font types may be used but must meet the required size).

♦ Organizational charts, tables, figures, and forms may be prepared using 9-point font size.

♦ Pages must measure 8.5 x 11 inches with one-inch margins. Organizational charts, tables, and figures may be formatted on 11 x 17-inch sheets; however, 11 x 17-inch sheets will count as two pages.

♦ Dividers will not count toward the page limits.

♦ Elaborate brochures or other presentation materials are not desired and will not be considered in evaluating SOQs.

Table 5. Page Limits

SOQ Item Page Limit

Volume I – Technical Qualifications

Executive Summary 1

Table of Contents 1

Respondent Organization and Experience (excluding Forms) 5

Key Personnel Experience (excluding Forms) 2

Best Practices 3

Forms

Form B – Team Member Summary 1

Form C – Team Experience 12a

Form D – Key Personnel Summary 1

Form E – Key Personnel Experience 12b

Volume I Maximum Pages 38

Volume II – Team Member Information

Forms

Form F – Business Organization n/a

Form G – Insurance Letter

Form H – Financial Status

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SOQ Item Page Limit

Form I – Organizational Conflicts of Interest

Form J – Certifications and Questionnaire

Form K – Fly America Certification

Form L – New Restrictions on Lobbying Certification

Form M – Joint Venturer Joint and Several Liability Letter, If applicable

Form N – Non-Collusion Declaration

Form O – DBE/SBE Proposer’s Information Request Form

Volume II Maximum Pages n/a

Volume III – Agreement Exceptions

Form Q – Agreement Exceptions, if applicable n/a Notes:

a Limit of two pages per project b Limit of two pages per Key Personnel

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SECTION 7 EVALUATION PROCESS

7.1 Responsiveness

SOQs that the TJPA does not receive in the manner or by the time and date specified in this RFQ, do not contain all the required information and completed forms, or fail to adhere to the instructions set forth in this RFQ, in any manner, determined by the TJPA in its sole discretion, may be deemed not responsive and rejected from evaluation.

7.2 Pass/Fail Determination

Respondents are subject to a pass/fail determination based on:

a. Failure to submit required forms or information requested in Exhibit B – Administrative and Legal Forms, or

b. An affirmative response to questions a) through e), question g), or question i) under “Debarment, Suspension, and Other Responsibility Matters” on Form J, Certifications and Questionnaire, in Exhibit B.

7.3 Evaluation Scoring

SOQs will be evaluated to ensure that Respondent has demonstrated compliance with each of the requirements described in the Section 5 of this RFP. Any SOQ that does not meet the all of the Minimum Qualifications will be automatically rejected, and the selection committee will not evaluate the remainder of the SOQ.

SOQs that have been deemed responsive and compliant with all of the Minimum Qualifications set forth in Section 5 will thereafter be evaluated by the selection committee to determine each Respondent’s qualifications. SOQs will be evaluated based upon scoring shown in Table 6.

Scoring will consider information obtained from references. A Respondent’s score may be affected if a listed reference does not respond to the TJPA inquiries.

Table 6. Evaluation Scoring

SOQ Item Maximum Points

SOQ Volume I – Technical Qualifications

Executive Summary Not Scored

Table of Contents Not Scored Respondent Organization and Experience (including information provided on Exhibit B Forms) 250

Key Personnel Experience (including information provided on Exhibit B Forms) 300

Best Practices 200

SOQ Volume II – Team Member Information

Information provided on Exhibit B Forms pass/fail

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SOQ Item Maximum Points

SOQ VOLUME III – Agreement Exceptions Not Scored

Maximum SOQ Points 750

INTERVIEW, if conducted by TJPA

Maximum Interview Points 250

Maximum Points Possible [SOQ + Interview (if conducted)] 1000

7.3.1 Respondent Organization and Experience

The experience of the Respondent and Team Members will be evaluated on the basis of:

c. An efficient organizational structure that is capable of effective coordination and collaboration with the TJPA, its consultants, and stakeholders.

d. The extent to which the Respondent meets or exceeds the minimum requirements.

e. Experience in successfully designing utility relocation projects of similar size and complexity as the 10-UR Project.

f. Experience successfully working with governmental agencies and privately owned companies to deliver complete and constructable complete (100%/IFB) construction design documents and specifications.

g. Experience in successfully working with construction management and construction contractors as an Engineer of Record for utility relocation projects.

h. Experience in successfully assisting and preparing documentation for procurement of the construction contractor, including addenda.

Scoring will consider information obtained from references. A Respondent’s score may be affected if a listed reference does not respond to the TJPA inquiries.

7.3.2 Key Personnel Experience

The experience of the Key Personnel will be evaluated based on:

a. Experience successfully working with government agencies and privately owned companies to deliver complete (100%/IFB) and constructable construction design documents and specifications.

b. The extent to which the Key Personnel meets or exceeds the minimum requirements stated in Section 5.

c. Experience and past performance in successfully designing utility relocation projects of similar size and complexity as the Project.

d. The extent to which the Key Personnel provide experience and expertise that is likely to facilitate and improve successful delivery of the 10-UR Project.

e. Experience in successfully working with construction management and construction contractors as an Engineer of Record for utility relocation projects.

Scoring will consider information obtained from references. A Respondent’s score may be affected if a listed reference does not respond to TJPA inquiries.

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7.3.3 Best Practices

Best practices will be evaluated based on demonstrated experience implementing best practices and innovative approaches to:

a. Designing utility relocation projects in dense urban environments.

b. Assembling and managing large teams on projects of similar scope of services, size and complexity as the Project.

c. Collaborating with government owners/clients and construction management.

d. Working with authorities having jurisdiction and external stakeholders.

e. Managing subconsultants.

f. Offering other methods that have been used to facilitate and improve project delivery.

7.4 Interview

The TJPA may, in its sole discretion, conduct interviews of Respondents, if the TJPA determines that the Respondents’ SOQ scores are so close that interviews are necessary to further determine the relative experience, expertise, and skills of the highest-scoring Respondents and their ability to successfully provide the Services required for the 10-UR Project. If the TJPA chooses to conduct Respondent interviews, it will invite up to the three highest-scoring Respondents from the SOQ evaluation to participate in interviews. Each interview will be conducted at a specified time, date, and location with a defined time limit. The TJPA will provide written notice to the invited Respondents outlining the interview format, general rules, and expectations. The TJPA reserves the right to require Key Personnel to attend, limit participation in the panel interviews to the Key Personnel identified in the Respondent’s SOQ, and prohibit attendance by subconsultants if any of the proposed subconsultants are on more than one team.

All attendees from the Respondent’s team must be Key Personnel as submitted in the SOQ plus up to three additional people listed in the SOQ.

The selection committee may request a presentation by the Respondent on specific topic areas and/or develop any other interview questions, as necessary. These presentations and questions will focus on obtaining further information concerning elements of the Respondent’s SOQ (e.g., Respondent organization and experience, Key Personnel experience, best practices) and may seek clarification of SOQ components.

The TJPA plans to provide detailed information about the interview at least one week prior to the interview.

Each Respondent will be scored on all of the elements of its interview as it relates to the evaluation criteria established for the SOQ (e.g., Respondent organization and experience, Key Personnel experience, best practices). Points will be assigned according to the scoring matrix, and no additional subjective adjustments will be made.

7.5 Evaluation Completion

If interviews are conducted, the selection committee will combine the scores for the written SOQ and interview for each Respondent to establish a final score that the TJPA will use to rank Respondents.

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However, if the TJPA chooses not to conduct interviews, final rankings will be based on Respondents’ SOQ evaluation scores only.

In the event of a tie, the TJPA may consider the relative strengths of the tied Respondents according to the evaluation criteria.

Upon completion of the evaluation process, the TJPA will identify the highest-ranked and most qualified Respondent and will enter into negotiations with that Respondent to establish a final scope of services, schedule, and fair and reasonable compensation.

7.6 Agreement Exceptions

Each Respondent must be prepared to accept the terms and conditions of the Agreement. A Respondent may state exceptions to any part of the form Agreement by submitting Form Q, Agreement Exceptions, in their SOQs; however, the TJPA is not bound to accept or consider those exceptions, and a statement of exceptions shall not be deemed to constitute a counter-offer. In stating an exception, the Respondent must (a) indicate the specific language at issue, (b) provide the Respondent’s specific proposed language for requested changes to the Agreement language in “track changes” format against the form Agreement issued by the TJPA, and (c) provide the rationale for the exception.

Only those items that the Respondent has properly identified on Form Q will be open for negotiations; the TJPA will not negotiate changes to the form Agreement and its appendices that do not appear on the Respondent’s Form Q.

The TJPA, in its sole discretion, may determine that a Respondent’s SOQ that asserts numerous substantive exceptions to the form Agreement is not responsive to the RFQ and, therefore, ineligible for further consideration.

7.7 Negotiation, Contract Award and Execution

After the SOQ submission deadline, the TJPA will score responsive SOQs submitted by Respondents.

Upon completion of scoring the SOQs (and Respondents interviews, if conducted), the TJPA will publish a list of the Respondents and their scores.