AE50793 _ Planning and Preliminary Engineerin.pdf

METROPOLITAN ATLANTA RAPID TRANSIT AUTHORITY

(Locally and Federally Funded)

REQUEST FOR STATEMENT OF

QUALIFICATIONS

FOR

ARCHITECTURAL AND ENGINEERING DESIGN SERVICES

IN SUPPORT OF

PLANNING AND PRELIMINARY ENGINEERING SERVICES

AE50793

Docusign Envelope ID: EF96501A-FE9B-8795-82D6-F4C53D737F8E

2424 Piedmont Road, NE

Atlanta, GA 30324 404-848-5000

October 26 , 2026

TO: ALL PROSPECTIVE PROPONENTS

SUBJECT: REQUEST FOR STATEMENT OF QUALIFICATIONS NUMBER AE50793

PLANNING AND PRELIMINARY ENGINEERING SERVICES

You are invited to submit to the Metropolitan Atlanta Rapid Transit Authority (“MARTA” or “Authority”), a proposal for the above-captioned solicitation. To be eligible for consideration your proposal must be received by the Authority no later than 2:00 p.m. (local time) on December 10, 2026. The procurement can be reviewed and downloaded from MARTA’s website (www.itsmarta.com). On the home page, point to “More”/click Current Opportunities/click on AE50793 /Download Request for AE50793/Log-in (first time users must register).

All questions regarding this procurement should be submitted in writing to MARTA’s contact person, Lorraine Bell, Senior Contract Specialist, via e-mail lbell@itsmarta.com. The deadline for receipt of questions is November 6, 2026. Written inquiries received prior to 11:59 p.m. (local time) on November 6, 2026 by MARTA will be answered and posted as a Response to Inquiries to this procurement on MARTA’s website at www.itsmarta.com. If you need additional information, please contact Lorraine Bell, Senior Contract Specialist, at 404-848-4107.

Sincerely, Jacqueline A. Holland Assistant General Manager, Contracts, Procurement and Materials

Docusign Envelope ID: EF96501A-FE9B-8795-82D6-F4C53D737F8E http://www.itsmarta.com/

AE50793: PLANNING AND PRELIMINARY ENGINEERING SERVICES

TABLE OF CONTENTS

Part I: INFORMATION AND INSTRUCTIONS TO PROPONENTS

1. General and Background Information

2. Services Being Procured

3. Definitions

4. Minimum Qualifications

5. Pre-AE Conference

6. Procurement Questions/Prohibited Contacts

7. Submission Deadline

8. Required Submittals

9. No Offer by MARTA; Firm Offer by Proponent

10. Submission of Qualification Statement

11. Representation

12. Proposal Evaluation/Selection

13. Ownership of Proposals

14. Rejection of Qualification Statements; Cancellation of Qualification Statement; Waiver of Technicalities

15. Georgia Open Records Act

16. Equal Employment Opportunity and Disadvantaged Business Utilization

17. Protests

18. Additional Documentation

19. Multiple Award

20. Electronic Solicitation Documents

21. Award of Contract; Execution

Part II: CONTENTS OF QUALIFICATION STATEMENTS SUBMITTALS

1. Qualification Statement Format

2. Informational Requirements

3. Financial Information

Part III: SUBMITTAL FORMS

1. Illegal Immigration Reform and Enforcement Act Affidavit (Form 1)

2. Contractor Affidavit (Form 1a)

3. Subcontractor Affidavit (Form 1b)

4. 1c)

5. Acknowledge Addenda (Form 2)

6. No Conflicts of Interest (Form 4)

7. List of Proposed Subcontractors (Form 5)

8. Proponent Qualification and Business Reference (Form 6)

9. Certification of Primary Participant Regarding Debarment, Suspension and Other Responsibility

Matters (Form 7)

10. Certification of Lower-Tier Participant Regarding Debarment, Suspension and

Other Ineligibility and Voluntary Exclusion (Form 8)

11. Certification Regarding Lobbying (Form 9)

12. Disclosure of Lobbying Activities (Form 10)

13. Appendix A: Corporate Compliance & Engagement Requirements

Part IV: FORM OF CONTRACT

1. Contract

2. Exhibit A: Scope of Work

3. Exhibit B: Special Terms and Conditions

4. Exhibit C: Work Order Procedures

5. Exhibit D: Insurance and Bonding Requirements

6. Appendix A: Office of Corporate Compliance & Engagement Requirements

PART I

INFORMATION AND INSTRUCTIONS TO PROPONENTS

1. GENERAL AND BACKGROUND INFORMATION: The Metropolitan Atlanta Rapid Transit Authority

MARTA

paratransit services in the greater metropolitan Atlanta area. MARTA transports over 500,000 people in the City of Atlanta and counties of Clayton, DeKalb and Fulton daily. MARTA has approximately 4,540 employees.

MARTA -based procurement process and hereby requests proposals from responsible, qualified firms to provide professional architectural and engineering consulting services for Engineering Services project.

2. SERVICES BEING PROCURED:

projects for engineering, design, architecture, planning and professional support during the preliminary engineering stage for system expansion and other support activities.

MARTA is seeking Qualification Statements from Proponents that have the professional competence, qualifications and experience capable of providing the services set forth in the solicitation.

3. DEFINITIONS: The following definitions shall apply when used throughout this Request for

Statement of Qualifications for:

Proponent: Each Firm or aggregation of Firms (which may include a joint venture partnership, limited liability company or limited liability partnership) submitting a proposal in response to this solicitation with the intent of performing the services as the prime contractor.

Firm(s): A Firm that has or will obtain, prior to the execution of any contract awarded hereunder, all necessary licenses required by the State of Georgia to perform the Services and is authorized to do business in the State of Georgia.

Qualification Statement: A written response (i.e., technical proposal) to this solicitation prepared by a

CPM

4. MINIMUM QUALIFICATIONS: Proponents must meet all the minimum qualifications set forth in this solicitation in order to be deemed qualified to participate in this procurement. Where the Proponent is a partnership, joint venture arrangement, limited liability company, limited liability partnership or other multiple entity organization, the entity that holds a majority ownership interest in the Proponent (i.e., over 50% ownership) must meet the minimum requirements set forth in this solicitation. Additionally, prior to execution of the Contract, the successful Proponent will be required to demonstrate that it is duly authorized to conduct business in the State of Georgia.

Proponent or entity comprising Proponent must not submit more than one (1) Qualification Statement under the same or different names or as part of multiple organizations. Any Proponent or entity comprising Proponent that submits more than one (1) Qualification Statement in response to this solicitation shall be deemed non-responsive. NOTE: This restriction set forth in this paragraph is not applicable to subcontractors.

By submitting a Qualification Statement in response to this solicitation, the Proponent represents and warrants to MARTA that Proponent has or will acquire all of the licenses, certifications, permits, bonding capacity and insurance. By submitting a Proposal concerning this procurement, Proponent acknowledges that it is familiar with all laws applicable to this procurement, including, but not limited to, all of MARTA’s policies and procedures (as the same may change from time to time), all of which is incorporated into this RFP by this reference.

5. PRE-AE CONFERENCE: A virtual Pre-AE Conference is scheduled for November 4, 2026 at 10:00a.m. E.S.T. via the following virtual Microsoft Teams link:

https://events.gcc.teams.microsoft.com/event/3c3826c2-c308-47d2-b649-e5666e5c540b@d5b52ccb-1bf9-4a3e-a010- 0f3b332bc26a?source=copyLinkLegacyShareLinkDialog

Attendance is not required but is strongly encouraged. Each proponent is responsible for being fully informed regarding all existing and expected conditions and matters that may affect the cost or performance of the services. Any failure to fully investigate the requirements of the solicitation shall not relieve any Proponent from the responsibility to properly estimate the difficulty or cost of successfully performing the services being sought under this solicitation.

6. PROCUREMENT QUESTIONS; PROHIBITED CONTACTS: Any questions or comments must be submitted in writing to MARTA’s contact person, Lorraine Bell, Senior Contract Specialist, via electronic email at: lbell@itsmarta.com, on or before November 6, 2026 at 11:59p.m. (local time).

Questions submitted after the designated period may not be considered by MARTA. Any response made by MARTA will be provided in writing to all Proponents by posting the same to MARTA’s website at www.itsmarta.com. It is the responsibility of each Proponent to obtain a copy of all responses and/or any addenda issued for this procurement by monitoring MARTA’s website. No Proponent may rely on any verbal response to any question concerning this procurement. All Proponents (and any representative thereof) are strictly prohibited from contacting any MARTA employees (or third‐party representatives or Proponents of MARTA) on any matter having to do with this procurement. All communications by any Proponent must be made with MARTA’s contact person or any other MARTA employees or representatives designated by the head of MARTA’s Contracts, Procurement and Materials Department.

7. SUBMISSION DEADLINE: To be considered responsive, a Proponent must complete and submit its

Proposal and all required submittals and attachments in accordance with the instructions contained or referenced in this solicitation. All responses to this solicitation must be received by MARTA’s Office of CPM, 2400 Piedmont Road N.E., Atlanta, Georgia 30324-3330, on or before Thursday, Docusign Envelope ID: EF96501A-FE9B-8795-82D6-F4C53D737F8E https://events.gcc.teams.microsoft.com/event/3c3826c2-c308-47d2-b649-e5666e5c540b@d5b52ccb-1bf9-4a3e-a010-0f3b332bc26a?source=copyLinkLegacyShareLinkDialog https://events.gcc.teams.microsoft.com/event/3c3826c2-c308-47d2-b649-e5666e5c540b@d5b52ccb-1bf9-4a3e-a010-0f3b332bc26a?source=copyLinkLegacyShareLinkDialog https://events.gcc.teams.microsoft.com/event/3c3826c2-c308-47d2-b649-e5666e5c540b@d5b52ccb-1bf9-4a3e-a010-0f3b332bc26a?source=copyLinkLegacyShareLinkDialog mailto:lbell@itsmarta.com

December 10, 2026 at 2:00p.m. (local time). Any Qualification Statement received after this time will not be considered by MARTA and will be rejected and returned.

8. REQUIRED SUBMITTALS:

a. Form 1: Illegal Immigration Reform and Enforcement Act. Each Proponent must complete, sign and submit a Contractor’s Affidavit with its Qualification Statement. This solicitation is subject to the Illegal Immigration Reform and Enforcement Act of 2011 (“Act”), as amended. Pursuant to the Act, the Proponent must provide with its Qualification Statement proof of its registration with and continuing and future participation in the E-Verify program established by the United States Department of Homeland Security. Under state law, MARTA cannot consider any Qualification Statement which does not include a completed Contractor’s Affidavit. It is not the intent of this notice to provide detailed information or legal advice concerning the Act. All Proponents intending to do business with MARTA are responsible for independently apprising themselves of and complying with the requirements of the Act and assessing its effect on MARTA procurements and their participation in those procurements. For additional information on the E-Verify program or to enroll in the program, go to https://e-verify.uscis.gov/enroll.

b. Form 2: Acknowledgement of Addenda. Each Proponent must complete, sign and submit an acknowledgement with its Qualification Statement that it has received all Addenda issued by MARTA for this solicitation. This form is provided and may be used to satisfy this requirement.

c. Form 4: No Conflict of Interest. Each Proponent must complete, sign and submit with their Qualification Statement the information called for by the form.

d. Form 5: List of Proposed Subcontractors. Each Proponent is requested to furnish with their Qualification Statement the information called for by the form. If the form is omitted or if the information furnished is incomplete or inadequate, the Authority may require that additional information be submitted after the Qualification Statement Deadline and before an award is made.

e. Form 6: Qualifications and Business References. Each Proponent is requested to furnish with their Qualification Statement the information called for by the form. If the form is omitted or if the information furnished is incomplete or inadequate, the Authority may require that additional information be submitted after the Qualification Statement Deadline and before an award is made.

https://e-verify.uscis.gov/enroll https://e-verify.uscis.gov/enroll

f. Form 7: Certification of Primary Participant Regarding Debarment, Suspension and Other Responsibility Matters. Each Proponent must complete, sign and submit with their Qualification statement the information called for by the form.

g. Form 8: Certification of Lower-Tier Participant Regarding Debarment, Suspension and Other Ineligibility and Voluntary Exclusion. Each Proponent must complete, sign and submit with their Qualification Statement the information called for by the form.

h. Form 9: Certification Regarding Lobbying. Each Proponent must complete, sign and submit with their Qualification Statement the information called for by the form.

i. Form 10: Disclosure of Lobbying Activities. Each Proponent must complete, sign and submit with their Qualification Statement the information called for by the form.

j. Appendix A: Office of Corporate Compliance & Engagement Requirements.

Office of Corporate Compliance & Engagement program(s) applicable to this procurement and any Contract that may be awarded pursuant to this procurement are set forth in Appendix A attached hereto. Each Proponent should furnish the information requested by Appendix A with their Qualification Statement. If the form is omitted or if the information furnished is incomplete or inadequate, the Authority may request this information. Proponent shall have five (5) business days to provide the requested information. If the Proponent fails to provide this information within five (5) business days, the Proponent may be deemed non-responsible.

9. NO OFFER BY MARTA; FIRM OFFER BY PROPONENT: This procurement does not constitute an offer by MARTA to enter an agreement and cannot be accepted by any Proponent to form an agreement.

This procurement is only an invitation for offers from interested Proponents and no offer or Qualification Statement shall bind MARTA.

10. SUBMISSION OF QUALIFICATION STATEMENT:

a. Qualification Statements should be submitted according to the requirements of this solicitation. All blank spaces must be typed or handwritten in blue or black ink. All corrections to any entry should be lined out and initialed by the Proponent prior to the Qualification Statement submission. Do not use correction tapes or fluids. Any conditions placed upon a Qualification Statement or exceptions to the terms of this solicitation (or the Contract) may result in MARTA deeming the Qualification Statement non-responsible.

b. Qualification Statements shall be signed by hand by a principal of the Proponent with the authority to bind the Proponent and enter into a contract with MARTA. Joint ventures or partnerships must designate one joint venture member/partner to represent the joint venture or partnership, respectively, with the authority to submit and execute a Qualification Statement, bind the entity as well as enter an agreement with MARTA. Each Proponent is responsible for the preparation of its Qualification Statement and for the costs associated therewith.

c. Each Proponent should submit a complete Qualification Statement in accordance with the requirements of this solicitation. The format for the submission of a Qualification Statement mandated by this solicitation is not negotiable. The name and number of the project is: AE 50793 Planning and Preliminary Engineering Services. Qualification Statements must be submitted in sealed envelope(s) or package(s) and the outside of the envelope(s) or package(s) l Work Authorization User Identification Number. All Qualification Statements must be submitted to:

Metropolitan Atlanta Rapid Transit Authority Office of Contracts, Procurement and Materials

2400 Piedmont Road N.E.

ATTN: Contract Control (AE50793) [See end of Part 1 for directions]

d. Qualification Statements must be submitted to the above address between the hours of 9:00 a.m. and 2:00 p.m. (local time) Monday through Friday. Bids will not be accepted on the y, Juneteenth, Independence Day, Labor Day, Thanksgiving Day, the day after Thanksgiving Day and Christmas Day.

e. A Proponent must submit one (1) electronic copy on a USB drive (a.k.a., jump or flash drive)

Portable Document Format (i.e., .pdf).

f. Each Qualification Statement should contain a table of contents and separate sections for the information requirements set forth in this solicitation, as well as for the forms required to be submitted.

g. Each Proponent shall promptly notify MARTA in writing, prior to the Qualification Statement Deadline, should the Proponent find discrepancies, errors, ambiguities or omissions in any of set forth ous.

h. Each Proponent shall promptly notify MARTA in writing should the Proponent find discrepancies, errors, ambiguities or omissions in any of the solicitation documents prior to the end of the question/comment period set forth herein. MARTA will reply to such notices, if necessary, by issuing an addendum to the solicitation. It is the responsibility of each Proponent to obtain a copy of any addendum issued for this www.itsmarta.com.

11. REPRESENTATION: By submitting a Qualification Statement in response to this solicitation, Proponent acknowledges and represents that: (a) the accompanying qualification statement is made by a person or business entity that is neither a high cost lender nor a predatory lender, nor is the Proponent an affiliate of a high cost lender or a predatory lender, as described in Chapter 6A

Code documents (including, without limitation, the Contract) and acknowledges that, notwithstanding any requested changes to the Contract, Proponent shall be bound by the requirements stated authorized agent or employee of the Proponent with the authority to bind Proponent hereto); (d) any information or disclosure provided in response to this solicitation are truthful and accurate representations up to and including the date Proponent submits its Qualification Statement to MARTA; (e) with its Proposal; (f) it will be bound https://www.itsmarta.com/uploadedFiles/More/About_MARTA/Code%20of%20Ethics%2010- 10-24.pdf agrees that it will voluntarily notify MARTA immediately if any information or disclosure provided to MARTA during any part of this procurement process changes, is no longer accurate or would be misleading in any way.

12. QUALIFICATION STATEMENT EVALUTATION/SELECTION: Upon receipt and review of the Qualification Statements, MARTA, in its sole discretion, shall determine which Proponents are responsive and responsible. MARTA

SEC

responsive Qualification Statement in accordance with the evaluation criteria listed in this solicitation. Proponents may be required to make an oral presentation to the SEC after submitting their Qualification Statements.

Qualification Statement evaluation will be based upon the following criteria in descending order of importance:

(i) Technical Capabilities, Team Composition and Professional Qualifications

(ii) Specialized Experience

(iii) Project Monitoring, Control and Quality Assurance

(iv) Qualification and Experience of Key Personnel

(v) Organizational/Management Concept and Project Execution

(vi) Financial Capability;

(vii) An evaluation of the response to information requested in Appendix A regarding Equal Employment Opportunity and Disadvantaged Business Enterprises.

13. OWNERSHIP OF QUALIFICATION STATEMENTS: Each Qualification Statement submitted to MARTA

14. REJECTION OF QUALIFICATION STATEMENTS; CANCELLATION OF SOLICITATION; WAIVER OF TECHNICALITIES: MARTA reserves the right to reject any Qualification Statement or all Qualification Statement or to waive any technical defect in a Qualification Statement before or after Qualification Statement submission. MARTA also reserves the right to cancel this solicitation at any time for any reason or no reason. Additionally, MARTA may, by addendum, modify any provision or part of this solicitation at any time prior to the Qualification Statement deadline. The Proponent shall not rely on oral clarifications to the solicitation unless they are confirmed, in writing, by MARTA in an issued addendum. MARTA also reserves the right to award based upon a

15. GEORGIA OPEN RECORDS ACT: Information provided to MARTA is subject to disclosure under the

GORA a]n entity submitting records containing trade secrets that wishes to keep such records confidential under this paragraph shall submit and attach to the records an affidavit affirmatively declaring that specific information in the records constitute trade secrets pursuant to Article 27 of Chapter 1 of Title 10 seq.

16. EQUAL EMPLOYMENT OPPORTUNITY AND DISADVANTAGED BUSINESS UTILIZATION: All Proponents are (a) strongly encouraged to consider the use of Disadvantaged Business DBE(s) in all aspects of the contract that may be awarded and (b) will be required to document their good faith efforts in this regard as an integral part of their Qualification Statement. Refer to the Equal Employment Opportunity and Disadvantaged Business Enterprise Requirements in Appendix A attached hereto.

A current listing Unified Certification Program DBE Directory, as the same may change from time to time, is located at http://www.dot.ga.gov/doingbusiness/dbePrograms/Pages/default.aspx

(a) The Authority has assigned a 0% goal for Disadvantaged Business Enterprise (DBE) participation in this project, the Proponent agrees and warrants that:

(b) It will not discriminate against any employee or applicant for employment because of race, color, religion, sex, age, or national origin. It will not discriminate on the basis of race, color, religion, sex, age, or national origin in the performance of the Contract awarded pursuant to solicitation, if any. Proponent will comply with the requirements of 49 CFR Part 26 during the term of the Contract;

(c) It will comply with all rules, regulations and other relevant orders of the US Secretary of Labor; and he/she will furnish all information and reports required by Title VI of the Civil Rights Act of 1964, as well as, the Age Discrimination in Employment Act effective June 12, 1968, and will permit access to books, records and accounts by the Authority, the Secretary of Labor and/or the Secretary of Transportation, for purposes of investigation to ascertain his/her compliance with such rules, regulations, and orders; and

(d) It will take affirmative action to assure that Disadvantaged Business Enterprises are strongly pursued for participation on this Contract and will document their good faith efforts to ascertain DBE participation in different aspects of the project as an integral part of their response to this solicitation.

(e) Each prime or joint venture firm responding to this solicitation should provide MARTA with a written copy of its equal opportunity policy statement if the company has less than fifty

(50) employees and a copy of current written affirmative if the company has fifty (50) or more employees. This should be submitted no later than Contract award, if any. Please note that the AAP should contain, at a minimum, (a) a utilization analysis showing by job category the extent to which minorities and women are employed in its work force, (b) an analysis of any and (c) a program of goals and timetables to correct any (Appendix A).

17. PROTESTS: Any protest or objection to this solicitation or the solicitation process related to this solicitation must be submitted, in a timely manner, in accordance with the Protest Procedures set forth https://www.itsmarta.com/uploadedFiles/MARTA%20CPM%20Procedure%20Manual

18. ADDITIONAL DOCUMENTATION: Each Proponent, if successful, acknowledges and agrees to submit such additional documentation (e.g., insurance/bonds, etc.) promptly upon any request by MARTA and as required by the terms of this solicitation and/or the terms of the Contract.

19. MULTIPLE AWARD: Proponents acknowledge and agree that MARTA may award, if at all, a Contract to

20. ELECTRONIC SOLICITATION DOCUMENTS: This solicitation is being made available by electronic means. By responding to this solicitation, Proponent accepts full responsibility to ensure that it is responding to the correct form of solicitation Department of Contracts, Procurement and Materials. Proponent acknowledges and agrees that in the event of a conflict between the solicitation govern. The solicitation document is available at www.itsmarta.com.

21. AWARD OF CONTRACT; EXECUTION: If MARTA awards a Contract pursuant to this procurement, MARTA will prepare and forward to the successful Proponent a Contract for execution substantially in the form included in solicitation document.

MARTA HEADQUARTERS COMPLEX RECEIVING

MARTA HQ Annex

2400 PIEDMONT RD NE

ATLANTA GA 30324

Directions from MARTA HQ to MARTA Receiving at the HQ Annex (see map below):

East on Morosgo Drive to Piedmont Rd. NE

South on Piedmont Rd to Garson Dr. NE

West on Garson Dr. NE to third driveway on the right

RECEIVING HOURS

Monday Friday 9:00 am

2:00 pm

Holiday/Memorial Day/Independence Day/Labor Day/Thanksgiving Day/Friday Following//Thanksgiving

Day/Christmas Day

MARTA HQ

Take the Buford Hwy N exit

Turn right onto Piedmont Rd NE

Turn left onto Garson Dr. NE (turn into third driveway on right)

MARTA HQ

RECEIVING

DIRECTIONS TO THE HQ ANNEX MAIL CENTER LOADING DOCK

northbound, Take the Buford Hwy N exit

Turn right onto Piedmont Rd NE

Turn left onto Garson Dr. NE (turn into third driveway on right)

N/Cheshire Br Rd

Turn left onto Cheshire Bridge Rd NE

NE/Lindbergh Dr NE

Turn right onto Garson Dr NE (turn into third driveway on right)

Take exit 18 for Sidney Marcus Blvd

NE

Turn right onto Garson Dr NE (turn into third driveway on right)

Directions to the HQ Annex Mail Center Loading Dock

Enter the driveway (note signage on fence for MARTA HQ Annex, MARTA Police) and proceed to the gate and intercom. Press the intercom button and provide the Protective Specialist:

Your Name Your Company Name Purpose for Your Visit

From the gate, proceed to the first stop sign and turn left to the HQ Annex Mail Center and loading dock.

The pedestrian entrance and doorbell are to the left of the loading dock.

PART II

QUALIFICATION STATEMENT REQUIREMENTS/SUBMITTALS

1. QUALIFICATION STATEMENT FORMAT: A Proponent must submit a Qualification Statement in response to this solicitation in the format specified herein. The Qualification Statement must contain the following:

(a) Information Drafted and Provided by a Proponent:

(i) Title Page

(ii) Table of Contents

(iii) Executive Summary

(iv) Transmittal Letter

(v) Specialized Experience

(vi) Technical Capabilities, Team Composition and Professional Qualifications

(vii) Project Monitoring and Control

(viii) Qualification and Experience of Key Personnel

(ix) Organizational/Management Concept and Project Execution

(x) Quality Assurance Program

(xi) Professional References

(b) Information Provided by a Proponent on Forms Provided by MARTA:

(i) Illegal Immigration Reform and Enforcement Act Affidavit (Form 1)

(ii) Contractor Affidavit (Form 1a)

(iii) Subcontractor Affidavit (Form 1b)

(iv) 1c)

(v) Acknowledge Addenda (Form 2)

(vi) No Conflicts of Interest (Form 4)

(vii) List of Proposed Subcontractors (Form 5)

(viii) Proponent Qualification and Business Reference (Form 6)

(ix) Certification of Primary Participant Regarding Debarment, Suspension and Other- Responsibility Matters (Form 7)

(x) Certification of Lower-Tier Participant Regarding Debarment, Suspension and Other- Ineligibility and Voluntary Exclusion (Form 8)

(xi) Certification Regarding Lobbying (Form 9)

(xii) Disclosure of Lobbying Activities (Form 10)

(xiii) Corporate Compliance & Engagement Requirements (Appendix A)

2. INFORMATIONAL REQUIREMENTS: The following is a more detailed summary of the requirements of certain portions of the Qualification Statement. Proponents are strongly encouraged to provide a concise response to each requirement while adhering to the recommended page limitations.

(a) Title Page: The title page should show the subject, the name, address, email address, telephone and fax numbers of the contact person(s) and the date of the Qualification Statement.

(b) Table of Contents: The Qualification Statement should contain a detailed table of contents listing sections and subsections that correspond to the requirements of the solicitation. The table of contents should also list all tables, appendices, figures, etc. contained in the Qualification Statement. [One (1) Page Limit]

(c ) Executive Summary: The purpose of the Executive Summary is to generally describe the

Executive Summary should contain the complete legal name of the Proponent and the name of the legal entities that comprise the Proponent. The Proponent should provide the domicile where Proponent and each entity comprising Proponent is organized, including name, brief history, contact name, address, phone number, and facsimile number, as well as the legal structure of the entity and a listing of major satellite offices, if any. [Two (2) Page Limit]

(d) Transmittal Letter:

stating the understanding of the scope of the project and a statement of why Proponent believes it is the best qualified entity to perform the engagement. [One (1) Page Limit]

(e) Team Composition, Technical Capabilities and Professional Qualifications: To allow MARTA to fully understand the capabilities of Proponent, Proponent should provide the information requested below. If Proponent is a partnership or joint venture, then for each member of the partnership or joint venture, Proponent shall provide the information requested and meet the minimum requirements set forth below. Provide the information stated below for necessary. [Ten (10) Page Limit]

NOTE: If the Proponent is a partnership, joint venture or newly formed entity (e.g., limited liability company or corporation), the minimum requirements set forth throughout the solicitation must be satisfied by the entity or individual(s) that own and control a majority equity interest (i.e., at least 51%) of the partnership, joint venture or newly formed entity.

(i) The Proponent should provide (a) an Organizati management structure of key personnel only and (b) corresponding resumes for each of the key individuals listed on the Organizational Chart provided. The organizational structure and resumes should clearly iden

(ii) Resumes should include at least the following information:

(A) Name and Title;

(B) Professional Background;

(C) Education; and

(D) Current and Past Employment

(E) Relevant Past Project Experience

(iii) Legal form of the Proponent and the state in which it is domiciled. In the case where the Proponent is a partnership, joint venture or affiliation of two (2) or more firms, please provide information for all participants and the nature of the relationship.

This should include organization documents and a brief description of the rights and obligations of the parties. One (1) legal entity should be identified in the Qualification Statement as the prime Contractor/Proponent for the purpose of contract formation and responsibility determination.

(iv) The Proponent should also include a statement that clearly identifies the level of authority vested to each indi re to make decisions on behalf of the Proponent.

(v) Name, address, email address, telephone and fax number for the contact person authorized to communicate and negotiate on behalf of the Proponent.

(vi) List any outstanding disputes or business relationships between the Proponent and any of the following entities (if none, please affirmatively state as such):

(A) MARTA;

(B) The United States Department of Transportation;

(C ) Federal Transit Administration;

(D) Georgia Department of Transportation;

(E ) Clayton County Government,

(F) DeKalb County Government

(G) Fulton County Government;

(H) Government of the City of Atlanta; and

(I) Any other relevant agencies and organizations.

Describe any other outstanding disputes involving the Proponent which MARTA should be made aware.

(f) Specialized Experience in Required Discipline: The Proponent should describe the experience it has providing the services defined by Exhibit A. Proponent should highlight any entities and/or public agencies/authorities, specifically public transit agencies. Describe any previous experience Proponent has with architectural services with organizations of similar size as MARTA and with similar requirements for regulatory compliance with federal, state, and local laws. [Five (5) Page Limit]

(g) Project Monitoring and Control: The Proponent should describe the method(s) it plans to use to monitor and control the cost and schedule of this project. Proponent should provide evidence that it (and individual team members) have had to provide Project Monitoring and Control on similar projects (if none, please affirmatively state as such). Please discuss how Proponent has prevented project delays and cost overruns on previous projects.

[Five (5) Page Limit]

(h) Qualifications and Experience of Key Personnel: Proponent should identify and provide a resume for its proposed project manager and alternate project manager that will have day-to-day responsibility for the delivery of services under the Contract. MARTA is term of the Contract. Resumes shall contain the minimum information required by Part II, Section 2(e)(ii) of this Procurement. [Two (2) Page Limit]

(i) Organizational/Management Concept and Project Execution: Proponent should describe its anticipated internal project delivery process to include project definition, Qualification Statement preparation, project staffing, work execution (field and office), project communication, and preparation and review of deliverables. [Two (2) Page Limit]

(j) Effective Quality Assurance Program and Configuration Management Program: Proponent should describe its Quality Assurance Program and Configuration Management Program and how they will be utilized for this project. The Quality Assurance Program requirements should be based on the current ISO 9001 Standard and the Configuration Management Program requirements should be based on the current ISO 10007 Standard. [Five (5) Page Limit]

(k) Professional References: Each Proponent should submit a minimum of three (3) references regarding completed projects where Proponent, as prime consultant, delivered services similar to those contemplated by Exhibit A attached to the Contract. Proponent acknowledges and agrees that MARTA may contact any of the clients provided in response to this solicitation.

Additionally, Proponent acknowledges and agrees that MARTA may, in its sole discretion, include itself as a reference if Proponent has previously performed work for MARTA, even if Proponent did not identify MARTA as a reference. [Two (2) Page Limit]

3. Exceptions to RFQ: Proponent shall list any deviation(s), exception(s), or variation(s) to: the terms and conditions of this solicitation, the terms and conditions of any attachment(s) to this solicitation, the terms and conditions of any addendum to this solicitation, and, the terms and conditions of the proposed

Exceptions to RFQ an exception, or list a variation to the terms and conditions of this solicitation, any attachment(s), or addenda to this solicitation, or the terms and conditions of the proposed contract, it shall be deemed as an express waiver by that Proponent of such deviation, exception, or variation. MARTA will not accept received by MARTA.

4. Financial Information: Given the nature of this project, MARTA needs to understand the

Proponents should provide the following:

(i) Audited financial statements or tax filings for the past three (3) years (i.e., 2023, 2024 and not yet complete, Proponent may provide either audited financial statements or tax filings for 2022, 2023 and 2024, as well as unaudited summary statements for the most recent year.

(ii) The statements should include each of the following at a minimum:

(A) Balance sheet;

(B) Income statement; and (C ) Statement of change in financial position, if any.

(iii) The names and phone numbers of references for each of the following:

(A) Two (2) commercial banks; or

(B) Two (2) institutional partners; or (C ) One commercial bank and one institutional partner.

(iv) Terms and conditions of any significant contingent liabilities, such as guaranteed loans or other obligations which could affect the ability of Proponent to obtain financing for this project.

(v) ANY FINANCIAL STATEMENTS THAT PROPONENT DEEMS TO BE CONFIDENTIAL

SHOULD BE MARKED AS PROPRIETARY.

NOTE: If the Proponent is a partnership, joint venture or newly formed entity (e.g., limited liability company or corporation), the minimum requirements set forth throughout the procurement must be satisfied by the entity or individual(s) that own and control a majority equity interest (i.e., at least 51%) of the partnership, joint venture or newly formed entity.

PART III

SUBMITTAL FORMS

1. Illegal Immigration Reform and Enforcement Act Affidavit (Form 1)

2. Contractor Affidavit (Form 1a)

3. Subcontractor Affidavit (Form 1b)

4. Sub‐Subcontractor Affidavit (Form 1c)

5. Acknowledge Addenda (Form 2)

6. No Conflicts of Interest (Form 4)

7. List of Proposed Subcontractors (Form 5)

8. Proponent Qualification and Business Reference (Form 6)

9. Certification of Primary Participant Regarding Debarment, suspension and Other-

Responsibility Matters (Form 7)

10. Certification of Lower-Tier Participant Regarding Debarment, Suspension and Other- Ineligibility and Voluntary Exclusion (Form 8)

11. Certification Regarding Lobbying (Form 9)

12. Disclosure of Lobbying (Form 10)

13. Appendix A: Corporate Compliance & Engagement Requirements

FORM 1

Illegal Immigration Reform and Enforcement Act Forms

All Proponents must comply with the Illegal Immigration Reform and Enforcement Act of 2011, O.G.G.A responsible for ensuring their compliance therewith. Proponents may not rely on these instructions for that purpose. These instructions are offered only as a convenience to assist Proponents in complying

. The attached Contractor Affidavit must be filled out COMPLETELY and submitted with the Qualification Statement prior to the Qualification Statement deadline.

. The Contractor Affidavit must contain an active Federal Work Authorization Program

User ID Number and Date of Registration.

. Where the business structure of a Proponent is such that Proponent is required to obtain an Employer Identification Number (EIN) from the Internal Revenue Service, Proponent must complete the Contractor Affidavit on behalf of, and provide a Federal Work Authorization User ID Number issued to, the Proponent itself (see Example 1 below). Where the business structure of a Proponent does not require it to obtain an EIN, each entity comprising Proponent must submit a separate Contractor Affidavit (see Example 2 below).

Example 1: ABC, Inc. and XYZ, Inc. form and submit a bid/Qualification Statement as TransitService, program and submit a single Contractor Affidavit in the name of TransitService, LLC which includes the Federal Work Authorization User ID Number issued to TransitService, LLC.

Example 2: ABC, Inc. and XYZ, Inc. execute a joint venture agreement and submit a bid/Qualification

Statement under the name TransitService, JV. If, based on the nature of the JV agreement, TransitService, JV is not required to obtain an Employer Identification Number from the IRS. The bid/Qualification Statement submitted by TransitService, JV must include both a Contractor Affidavit for ABC, Inc. and a Contractor Affidavit for XYZ, Inc.

. All Contractor Affidavits must be executed by an authorized representative of the entity named in the Affidavit. All Contractor Affidavits must be notarized.

Statement submission, but will be required at or prior to Contract execution or in accordance with the timelines set forth in IIREA.

FORM 1a

Contractor Affidavit

By executing this Contractor Affidavit, the undersigned contractor verifies its compliance with physical performance of services on behalf of MARTA has registered with, is authorized to use and uses the federal work authorization program commonly known as or any subsequent replacement program, in accordance with the applicable provisions and deadlines established in O.C.G.A. § Furthermore, the undersigned contractor will continue to use the federal work authorization program throughout the contract period and the undersigned contractor will contract for physical performance of services in satisfaction of such contract only with subcontractors who present an affidavit to the contractor with the authorization user identification number and date of authorization are as follows:

Federal Work Authorization User Identification Number Date of Authorization

Name of Contractor:

Name of Project:

Name of Public Employer: Metropolitan Atlanta Rapid Transit Authority

I hereby declare under penalty of perjury that the forgoing is true and correct.

Executed on , , 20 in (city), (state)

Signature of Authorized Officer or Agent

Printed name and Title of Authorized Officer or Agent

SUBSCRIBED AND SWORN BEFORE

ME ON THIS THE , DAY OF , 20

NOTARY PUBLIC

My Commission Expires: _____________________

FORM 1b

Subcontractor Affidavit

O.C.G.A. §

By executing this Subcontractor Affidavit, the undersigned subcontractor verifies its compliance the physical performance of services under a contract with (name of contractor) on behalf of MARTA has registered with, is authorized to use and uses the federal work the undersigned subcontractor will continue to use the federal work authorization program throughout the contract period and the undersigned subcontractor will contract for the physical performance of services in forward notice of the receipt of an affidavit from a to the contractor within five business subcontractor that has contracted with a to forward, within five business days of receipt, a copy of such notice to the contractor. Subcontractor hereby attests that its federal work authorization user identification number and date of authorization are as follows:

Name of Subcontractor:

My Commission Expires:

FORM 1c

By executing this affidavit, the undersigned verifies its compliance with O.C.G.A.

performance of services under a contract for (name of subcontractor or with whom such has privity of contract) and (name of contractor) on behalf of MARTA has registered any subsequent replacement program, in accordance with the applicable provisions and deadlines established in Furthermore, the undersigned will continue to use the federal work authorization program throughout the contract period and the undersigned subcontractors who present an affidavit to the with the information required by O.C.G.A.

whom such has privity of contract). Additionally, the undersigned will forward notice of the receipt of any affidavit from a to work authorization user identification number and date of authorization are as follows:

Name of

FORM 2

ACKNOWLEDGMENT OF ADDENDA

Each Proponent must complete and submit an acknowledgement with its Qualification Statement that it has received all Addenda issued by MARTA for this solicitation. If none were issued check the box next to the word below. This form has been included and may be used to satisfy this requirement.

NONE [ ]

1. ;

2. ;

3. ;

4. ;

5. ;

6. ;

7. ;

8. ;

9. ;

10. ; and

11. .

Date: , 20 Date: , 20

Corporate Proponent or Respondent:

[Insert Corporate Name] Proponent Name]

By: By:

Print Name: Print Name:

Title: Title:

Corporate Secretary/Assistant Secretary (Seal)

Notary Public (Seal)

FORM 4

NO CONFLICT OF INTEREST

Except as may be identified and explained below, the undersigned hereby certifies that (a) no member of the Board of Directors, officer, and employee of the Metropolitan Atlanta Rapid Transit Authority, (b) no elected, appointed, and employed official or employee of the State of Georgia and of a governing body, instrumentality, or political subdivision within the territory comprising the Counties of Fulton, DeKalb or Clayton, Georgia, and (c) no relative of any persons described above, (d) no member of and delegate to the Congress of the United States has an interest whatsoever in Proponent's organization and in the proceeds of a Contract and agreement which might be made between Proponent and the Metropolitan Atlanta Rapid Transit Authority as a result of the Qualification Statement, quote, bid and/or qualification statement accompanied by this certification, and (e) no person who is or who during the past six (6) months has been a member of the Board of Directors, an officer, or an employee of the Metropolitan Atlanta Rapid Transit Authority is employed by or on behalf of the Proponent's organization.

The undersigned certifies that he/she is legally authorized by the Proponent to make the above representation, and that the representation is true to the best of his/her knowledge and belief and without deliberate omission of any inquiry which would to the best of his/her belief tend to change the above representation. The undersigned understands that any representation made knowing it to be false may disqualify the Proponent from being awarded the Contract and future work by MARTA.

NOTE: THIS CERTIFICATION MUST BE COMPLETED, SIGNED AND SUBMITTED TO MARTA.

Signature

Print Name

Title Telephone #: ( )

Name of Proponent Company

Address

FORM 5 - LIST OF PROPOSED SUBCONTRACTORS

1. NAME:

ADDRESS:

TELEPHONE NUMBER:

SUBCONTRACT EFFORT:

AGE OF FIRM: YEAR(S) MONTH(S) DBE

ANNUAL GROSS RECEIPTS OF FIRM:

$0 $100,000 $499,999 $500,000 $999,999 $4,999,999

$5,000,000 $9,999,999 $10,000,000 $14,999,999 $15,000,000 24,999,999

2. NAME:

3. NAME:

4. NAME:

$0 $100,000 $499,999 $500,000 $999,999 $4,999,999 $5,000,000 $9,999,999 $10,000,000 $14,999,999 $15,000,000 24,999,999

(use additional sheet

FORM 6

QUALIFICATIONS AND BUSINESS REFERENCES

Name of Respondent:

Principal Office Address

State: Zip Code:

Telephone Number ( ) Fax Number: ( )

Social Security Number (if Individual)

Federal ID Number

DUNS Number

1. Are you registered to do business in Georgia? Yes No Business Classification:

2. Is your company licensed to do Business in the State of Georgia? Yes No Business License Number:

3. Please mark the appropriate classification of your organization.

Individual Partnership Corporation Limited Liability Company Joint Venture

Please identify the State which your organization is incorporated.

If a partnership, list names and addresses of partners; if a corporation, list names of officers and directors and State of Incorporation; if a joint venture, list names and addresses of ventures and, if any venture is a corporation, partnership, or joint venture, list the same information for each such corporation, partnership, and joint venture.

4. How many years has your organization been in business under your present business name? yrs.

5. How many years of experience has your organization had in work similar to the work of this Contract?

(a)As a prime contractor?

(b) As a subcontractor?

6. (A) List all the contracts which your organization has completed during the last 5 years which demonstrate the qualifications to perform the work of this Contract. (For joint venture work, show the sponsoring individual or company.) Use additional sheet(s), using the same format (s) below as needed.

Customer Name:

Customer Address:

Year: Contract Price: Kind of Contract: Location of Work:

Customer Name:

Customer Address:

Year: Contract Price: Kind of Contract: Location of Work:

(B) Please utilize the space below to provide contact information for previous clients, which your firm has provided services of similar size and scope. List clients which you have performed work during the past three (3) years.

Organization Name:

Contact Person Name:

Contact Number: Email Address:

Address:

City: State: Dates/Period of Service:

Project Name and Service Description:

Organization Name:

Contact Person Name:

Contact Number: Email Address:

Address:

City: State: Dates/Period of Service:

Project Name and Service Description:

7. Have you or your organization, or any officer or partner thereof, failed to complete a contract?

If so, provide details

8. In what other lines of business are you financially interested?

9. Describe the composition of your labor force by job classification, including management:

10. Provide information about the experience of the principal individuals of your present organization.

Title

Years of

Experience

Magnitude and

Type of Work

11. List similar contract work which you have currently underway, or for which you are committed:

Name and Address of Customer

Kind of Contract

Contract Price

Expected Completion

Date

Completion Date

Location of Work

12. Reference is hereby made to the following financial institutions as to the financial responsibility of the Respondent:

Name of the Bank:

Street Address:

City and State:

Telephone:

Contact Name:

Name of the Bank:

City and State:

Telephone:

Contact Name:

13. Reference is hereby made to the following surety/insurance company or companies as to the financial responsibility and general reliability of the Respondent:

Name of Surety/Insurance Company:

City and State:

Telephone:

Contact Name:

(Person familiar with

Account)

Name of Local Agent (if different):

14. Financial information for last two (2) years:

Year Ending: Year Ending:

Total Gross Sales $ $ Net Profit (Loss) $ $ Current Assets $ $ Current Liabilities $ $ Audited Financial Statements Available?

Yes No Yes No

15. Is any litigation pending against your organization or has your organization been engaged in any litigation or adversarial proceedings within the last five (5) years? [Check the correct response below:]

Yes No

If the response is yes, please provide a detailed description of each proceeding below:

(Use additional pages if necessary.)

The undersigned certifies that he is legally authorized by the Respondent to make the statements and representations contained in this form, and represents and warrants that the foregoing information is true and…