Commercial_Real_Estate_Broker_Services.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 PROPOSALS No. 2026-07

Commercial Real Estate Broker Services

RFP Issued July 30, 2026

Deadline for Submission of Questions August 13, 2026, 2:00pm

Answers to Written Questions Posted August 20, 2026

Proposals Due September 17, 2026, 2:00pm

Contract Recommended for TJPA Approval November 12, 2026

REQUEST FOR PROPOSALS

Page 1 Thursday, July 30, 2026

CONTENTS

1. INTRODUCTION

2. BACKGROUND

3. QUESTIONS AND CLARIFICATIONS

4. SCOPE OF SERVICES

5. MINIMUM REQUIRED SKILLS AND EXPERIENCE

6. PROPOSAL REQUIREMENTS

7. RESPONDENT EVALUATION PROCESS

8. PROPOSAL EVALUATION

9. SUBMITTAL PROCEDURES

10. SCHEDULE AND ADDENDA

11. STANDARD AGREEMENT PROVISIONS

12. AUTHORIZATION OF CONSULTANT'S WORK

13. DISADVANTAGED BUSINESS ENTERPRISE (DBE) / SMALL BUSINESS ENTERPRISE (SBE)

14. LEVINE ACT

15. PROTEST PROCEDURES

16. RFP GENERAL CONDITIONS

ATTACHMENTS

Attachment A - RFP 2026-07 - Model Professional Services Agreement

Attachment B - RFP 2026-07 USDOT Contract Requirements

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1 INTRODUCTION

The Transbay Joint Powers Authority (TJPA) issues this Request for Proposals (RFP) for Commercial Real

Estate Broker Services for the Salesforce Transit Center and associated properties (Property) from firms

(Respondents) with qualifications and expertise to market and lease the TJPA commercial real estate portfolio.

Services sought may include, but are not limited to: portfolio analysis and strategy recommendations; proforma development and/or updates; market analysis; marketing of available space; tenant solicitation; site tours; status meetings and reports; and presentations.

The TJPA plans to enter into a contract for the services described in the Scope of Services (Services) Section of this RFP. Based on its evaluation of the proposals received in response to this RFP (Proposals), the TJPA may select a Respondent to enter into exclusive negotiations for an agreement substantially similar to the Model

Professional Services Agreement (Agreement) supplied with this RFP (Attachment A). The TJPA anticipates that the Agreement will be for five (5) years with no options to extend.

Proposals must be received electronically through the TJPA OpenGov Procurement portal no later than 2:00 pm Pacific Time on Thursday, September 17, 2026.

Proposals that are not received by the time and date specified, do not contain all the required information and completed forms, or do not meet all minimum qualifications shall be deemed non-responsive and rejected without consideration.

The RFP General Conditions supplement the provisions of this RFP.

The selection of any Respondent for exclusive negotiations shall not imply the TJPA’s acceptance of all terms of Respondent’s submittal; terms may be subject to further negotiation. The TJPA shall have no obligation unless and until a final agreement is entered into by the parties following approval by the TJPA

Board of Directors (TJPA Board). There is no guarantee that the TJPA will issue any Notice to Proceed (NTP), and the TJPA may terminate the agreement at any time.

2 BACKGROUND

2.1 Transbay Joint Power Authority

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.

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.

https://procurement.opengov.com/portal/tjpa/projects/287670/document?section=2772469

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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, and Federal Highway Administration; the California Department of Transportation

(Caltrans); the California High-Speed Rail Authority; the City; AC Transit; Peninsula Corridor Joint Powers

Board (PCJPB/Caltrain); and the Metropolitan Transportation Commission.

The TJPA Board of Directors 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 given by the Board to the Chair of the Board, and except as otherwise provided in the Bylaws, the TJPA Executive Director generally supervises, directs, and controls the business of the TJPA.

2.2 Transbay Program

The Transbay Program is a major infrastructure investment that replaced the former Transbay Terminal at First and Mission streets in San Francisco with a modern regional transit station that connects the Bay Area and ultimately the State of California through eleven transit systems: AC Transit, BART (Bay Area Rapid Transit), Caltrain, Golden Gate Transit, Greyhound, Muni (San Francisco municipal bus lines), SamTrans (San Mateo

County Transit), WestCAT (Western Contra Costa Transit) Lynx, Amtrak, Paratransit, and high-speed rail from

San Francisco to Southern California.

The Program is being constructed in two phases. Phase 1, which has been delivered, includes design and construction of the above-grade portion of the Transit Center, including a 5.4-acre rooftop park, retail areas, and a public art program; the core and shell of the two below-grade levels of the train station; a bus ramp; a bus storage facility; and a temporary bus terminal (now closed). The Transit Center opened to the public in 2018 and bus services are operational.

The TJPA directly programs, leases, and manages the Transit Center’s commercial space, oversees a maintenance program for all spaces associated with the Transit Center, and operates a high-impact digital signage program. The TJPA entered into an agreement with salesforce.com, providing salesforce.com the right to name the Transit Center, the rooftop park, and the amphitheater; these facilities are called the “Salesforce

Transit Center,” “Salesforce Park,” and “Salesforce Amphitheater,” respectively.

Phase 2 of the Transbay Program is a 1.3-mile tunnel (over 2 miles in project length) extension of the existing

77-mile Caltrain Peninsula Corridor rail alignment to include the design and construction of the Downtown Rail

Extension (DTX), also known as “The Portal”, which includes construction of a new underground station at

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Fourth and Townsend streets and fit-out of the already built below-ground mezzanine and platform levels of the

Transit Center to accommodate commuter rail and future high speed rail service. Phase 2 is currently in the engineering and preconstruction phase.

The TJPA’s website contains further information about the Program.

3 QUESTIONS AND CLARIFICATIONS

Beginning on the date this RFP is issued and made available to prospective Respondents, there will be no communications concerning this RFP between members of the TJPA Board, TJPA staff, other consultants already engaged by the TJPA or members of the selection committee and prospective Respondents and their employees or agents, except as provided herein. Any violations of the above restriction will result in the immediate disqualification of the Respondent making said contact from further participation in the Transbay

Program. This restriction will end when TJPA issues a notice of intent to award/notice of proposed award of a contract (or cancels the procurement).

Questions about the RFP may be directed through the Question & Answer area for this project on the TJPA

OpenGov Procurement portal.

All questions received before 2:00 pm on Thursday, August 13, 2026 will be responded to by TJPA.

Respondents are to promptly notify TJPA if Respondent discovers any ambiguity, discrepancy, omission, or other error in this RFP.

Respondents who fail to submit questions concerning this RFP and its requirements will waive all further rights to protest based on the specifications and conditions herein.

4 SCOPE OF SERVICES

4.1 Due Diligence

1. Perform initial and ongoing analysis of the market. Review and assess San Francisco retail market context including similar and competitive properties, asking rents, vacancies, and recent transactions, among other information.

2. Perform asset assessment including all review that a broker will typically conduct to understand the physical, economic, and legal characteristics of each of the subject properties it has been requested to market for lease, including personal inspection of the Property and its environs.

3. Obtain and organize due diligence materials after reviewing available information including TJPA files relating to the Property and for the marketing and leasing of the Property.

4.2 Analysis

Use methodologies generally recognized by Brokers as necessary to find qualified and capable tenants in leasing comparable properties in San Francisco and which methodology is designed to meet TJPA’s objectives for leasing the Property, considering TJPA’s requirements as communicated by the TJPA to Respondent, as well as any conditions and restrictions benefiting or burdening the Property and any unusual characteristics of https://www.tjpa.org/

Page 5 Thursday, July 30, 2026 the Property. Perform market analysis to inform broker’s financial analysis and assessment of the financial returns to the TJPA for leasing the Property with a focus on maximizing revenue to TJPA.

4.3 Marketing Materials

Prepare a marketing or leasing plan for the Property for TJPA review and approval. Prepare offering or leasing memoranda and all essential marketing materials to canvass for tenants directly, through the brokerage community or via networking at industry events.

4.4 Investor or Developer/Tenant Solicitation

Solicit suitable investors, developers, or tenants for the leasing opportunities and, with TJPA approval, share those opportunities through outreach to stakeholders identified by TJPA, which may include neighborhood advisory committees and TJPA tenants, and assist in navigating the approval process.

4.5 Property Tours

Tour prospective investors, developer/tenants through the Property with TJPA’s consent as to times and conditions as necessary.

4.6 Solicit Proposals

Gather and prepare written analyses of the offers received, including letters of intent, and assessing potential lessee’s financial strength and capacity, experience, proposal terms, etc.

4.7 Monthly Reports

Provide monthly reports to the TJPA on leasing efforts/status, relevant market conditions, and a summary of highlights and key issues.

4.8 Status Meetings

Participate in meetings with designated TJPA staff to review leasing efforts/status, discuss highlights and key issues, and identify viable tenants.

4.9 Prepare Proposal Summary for Presentations

Prepare summary of offers and recommendations regarding same. Assist TJPA staff with evaluation of recommended prospects on as-needed basis. Assist in the presentation of information to the vested parties as directed by TJPA.

4.10 Assist with Lease Negotiation

Negotiate draft lease terms and conditions including but not limited to Basic Leasing Information, as defined by

TJPA.

4.11 Tenant Due Diligence and Closing

Coordinate and assist TJPA in addressing potential tenants’ due diligence, transaction document negotiations, lease execution, delivery of space, tenant building permitting and tenant opening for business.

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5 MINIMUM REQUIRED SKILLS AND EXPERIENCE

Respondents must provide documentation that clearly demonstrates each Minimum Qualification (MQ) listed below has been met. Minimum Qualification documentation should be clearly marked as “MQ1”, MQ2”, etc.… to indicate which MQ it supports. Each Proposal will be reviewed for initial determination on whether

Respondent meets the MQs referenced in this section. This screening is a pass or fail determination and a

Proposal that fails to meet the Minimum Qualifications will not be eligible for further consideration in the evaluation process. The TJPA reserves the right to request clarifications from Respondents prior to rejecting a Proposal for failure to meet the Minimum Qualifications.

The following Minimum Requirements apply to this RFP:

• MQ1 - Submit evidence that Respondent’s key personnel have a minimum of five (5) years of experience within the last five (5) years in the sale of services requested by this Solicitation leasing commercial real estate space (specifically retail/restaurant leasing with an emphasis on landlord representation) in the San Francisco Bay Area.

• MQ2 - Submit proof of the following: License and certification to conduct business in the State of

California pursuant to §10000-10035 of the Business and Professions Code and, if selected, Respondent must maintain that license in good standing for no less than three (3) years, as well as throughout any extension term.

6 PROPOSAL REQUIREMENTS

Proposals shall adhere to the format and page limitations described below. Proposals shall be submitted electronically in 8½ x 11-inch format; typeface shall be no smaller than 11 point, and margins shall be no less than 1 inch. Elaborate brochures or other presentation materials are not desired and will not be considered in evaluating Proposals.

Proposals shall be organized in the following sequence:

6.1 Introduction and Executive Summary (5 page limit)*

Submit a letter of introduction and an executive summary of the Proposal. The introductory letter must be signed by a person or persons authorized to obligate the firm (or firms if a joint venture) to honor the commitments set forth in the Proposal and to verify the accuracy of the information included in the Proposal.

The introduction letter should identif the contact person and key personnel. If a joint venture, identify the roles of the partnering organizations and have an owner or officer of the joint venture sign the introductory letter.

Submission of the introductory letter will constitute a representation by the firm or joint venture that it is willing and able to successfully perform the Services, and that all information contained in the Proposal is true, correct, and not misleading.

*Response required

6.2 Management Approach (15 page limit)*

Provide a detailed description of how Respondent would approach the work, analyze, and solve the problems, and assure that its solutions would be effective. Respondent should outline its anticipated approach for each

Page 7 Thursday, July 30, 2026 element of work identified in the Services. The approach should be consistent with the objectives and requirements set forth in the RFP and should address how Respondent will provide the Services immediately upon execution of a contract. Respondents’ description of their company business plan and management approach should be a narrative. The TJPA expects Respondents to tailor their services to meet the needs of the

TJPA.

Respondents should carefully examine Scope of Services and Minimum Required Skills and Experience of this

RFP, visit the Salesforce Transit Center site, fully inform themselves as to all conditions and limitations, and acquaint themselves with the character and extent of the Services prior to developing their response.

The response should include at least the following:

A. Describe the services and activities which your firm is qualified to provide to the TJPA and how those services meet the defined scope of work. Include as a minimum the following information:

1. Overall services that the firm is qualified to provide.

2. Details as to how your firm's list of services satisfies the scope of work outlined in this RFP.

B. Provide a well-conceived work plan that establishes the Respondent’s understanding of and ability to satisfy the TJPA’s objectives. The work plan should include Respondent’s strategic approach to the project, demonstrating a thorough understanding of TJPA objectives and the Transit Center site.

C. Describe any arrangements, formal or informal, that the firm has with any party that might conflict with or interfere with the firm’s ability to provide independent and unbiased services under this RFP.

*Response required

6.3 Relevant Experience and Past Performance (15 page limit)*

Provide a narrative description of Respondent’s company history, experience, and qualifications. The narrative should clearly describe how Respondent meets each of the minimum qualifications specified in Minimum

Required Skills and Experience.

Submit information listing relevant contracts concerning public infrastructure projects handled within the last five years by the team proposed to be assigned to provide the Services.

Provide a resume of the Respondent's experience and other factors relevant to the services described in this

RFP. The experience and qualifications of the key personnel who directly provide Services will be evaluated.

Provide key staff names, titles, business addresses, phone numbers, email addresses, and brief resumes describing the relevant qualifications and work experience. (The length of resumes must be shortened if necessary, to avoid exceeding the maximum page limit established for this section.)

Provide a statement listing similar contracts (both public and private) relevant to services solicited that have been completed during the last three (3) years. The statement must also list any failure or refusal to complete a contract, including details and dates.

Describe any arrangements, formal or informal, that the firm has with any party that might conflict with or interfere with the firm’s ability to provide independent and unbiased services under this RFP.

https://procurement.opengov.com/governments/19179415/projects/287670/builder/document?section=2772480 https://procurement.opengov.com/governments/19179415/projects/287670/builder/document?section=2772477 https://procurement.opengov.com/portal/tjpa/projects/287670/document?section=2772477 https://procurement.opengov.com/portal/tjpa/projects/287670/document?section=2772477

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Describe any litigation, administrative proceeding, or investigation (actual or pending) in which the firm is involved or to which it is subject that might have an adverse effect on its ability to fulfill any engagements resulting from this RFP, or of which the TJPA should be aware in evaluating the firm’s capacity to undertake future engagements

Include any additional information that demonstrates Respondent's qualifications to perform the Services and successful completion of similar services for other public agencies.

*Response required

6.4 Fee Proposal*

PLEASE NOTE that fees for transaction-related real estate advisory services under this RFP will be paid from funds generated by the transaction on a contingency basis only. Accordingly, the fees payable to real estate brokers are contingent upon the successful closing of the transaction. Respondent will be expected to perform necessary work in order to conduct a transaction, without regard to the amount of time spent. Respondents are required to indicate whether they will work on a contingent fee/commission basis and briefly describe under what circumstances would the firm not undertake an assignment on a contingent fee/commission basis. The primary personnel from the project team are expected to attend working group meetings, conference calls; rating agency and general public presentations; pricings; and closings.

The fee proposal should clearly identify any anticipated out of pocket costs or reimbursable expenses; such costs should be identified separately from the proposed transaction-related contingent fee/commission structure.

Respondents should identify any assumptions or limiting conditions in the Fee Proposal Form.

Please download the below document, complete, and upload.

• RFP_2026-07_Commercial_Real...

*Response required

6.5 References (No page limit)*

Provide references for five (5) recent clients (preferably other public agencies) of Respondent and/or any assigned key individuals; include the client name and addresses, contact persons, telephone numbers, email addresses, and specific projects with dates of engagement. Respondent must provide current email for all contacts.

*Response required

6.6 USDOT Requirements for Agreements with the TJPA*

Please confirm that you have read the USDOT Requirements, attached to this RFP.

☐ Please confirm

*Response required

6.7 USDOT Requirements - Fly America Certification*

Please download the PDF provided here, complete it, and upload it back here as part of your proposal.

• Fly_America_Certification.pdf

*Response required https://government-project.s3.us-west-2.amazonaws.com/287670/2fa093ae-58e5-43f9-86ff-c3a5e2180a06_RFP_2026-07_Commercial_Real_Estate_Broker_Services_-_Fee_Proposal_Form.xlsx https://government-project.s3.us-west-2.amazonaws.com/265094/1d128b78-ef3f-409d-8f80-ffba73dc8657_Fly_America_Certification.pdf

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6.8 USDOT Requirements - Buy America Certification*

Please download the PDF provided here, complete it, and upload it back here as part of your proposal.

• Buy_America_Certification.pdf

*Response required

6.9 USDOT Requirements - New Restrictions on Lobbying Certification*

Please download the PDF provided here, complete it, and upload it back here as part of your proposal.

• New_Restrictions_on_Lobbyin...

*Response required

6.10 USDOT Requirements - Certification Regarding Debarment Suspension and Other

Responsibility Matters*

Please download the PDF provided here, complete it, and upload it back here as part of your proposal.

• Certification_Regarding_Deb...

*Response required

6.11 DBE Program Forms*

Download the attached DBE Program Forms, complete the Bidders/Proposers Information Form, and upload back here as part of your proposal.

• DBE_Program_Forms.pdf

*Response required

6.12 Nondiscrimination and/or Equal Opportunity Plan*

Please upload your nondiscrimination and/or Equal Opportunity plan.

*Response required

6.13 Additional Information (if needed)

For any additional information requested or required by any of your previously provided answers or as stated within this RFP please upload the additional documentation here.

6.14 Submittal Confirmation*

Respondent hereby certifies that all information provided within this proposal is accurate to the best of their knowledge. Respondent acknowledges that they have examined and carefully studied the entire RFP and any provided Contract Documents and any Addenda. Respondent further certifies and confirms that they have provided any necessary proof of their authority to submit a proposal on behalf of the Company Name stated on the proposal thereby committing the Company to the information contained within.

☐ Please confirm

*Response required https://government-project.s3.us-west-2.amazonaws.com/265094/f258fee5-5421-4f1e-9767-76578c2cece9_Buy_America_Certification.pdf https://government-project.s3.us-west-2.amazonaws.com/265094/ca867aab-e258-46d1-8ebb-306f5016dff3_New_Restrictions_on_Lobbying_Certification.pdf https://government-project.s3.us-west-2.amazonaws.com/265094/681995db-4e49-4caa-9fa3-b43b3f868703_Certification_Regarding_Debarment_Suspension_and_Other_Responsibility_Matters.pdf https://government-project.s3.us-west-2.amazonaws.com/265094/6f2c8f4c-1ff9-4112-8eeb-cc1e3cfdc0f6_DBE_Program_Forms.pdf

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7 RESPONDENT EVALUATION PROCESS

The TJPA’s selection committee will review and evaluate the Proposals. The selection committee will ensure that the Proposal meets all of the requirements identified in this RFP. The selection committee will score the

Proposals in accordance with the criteria and methodology described in this RFP. The Respondent that receives the highest score in the selection process will be selected to negotiate an Agreement with the TJPA; the TJPA

Board of Directors (TJPA Board) must approve the Agreement in its sole discretion.

Satisfaction of Minimum Requirements

Proposals will be evaluated to ensure that Respondent has demonstrated compliance with each of the requirements described in the Minimum Required Skills and Experience Section of this RFP. Any

Proposal that does not meet the minimum requirements will be automatically rejected, and the selection committee will not evaluate the remainder of the Proposal.

Proposal Evaluation and Ranking

Proposals that satisfy the minimum requirements will be scored using the criteria shown in the Proposal

Evaluation section of this RFP.

Respondent Proposals will be ranked according to total score. The selection committee may shortlist those Proposals that meet a minimum score, as determined by the selection committee (Finalist

Respondents). Finalist Respondents may be invited to participate in a final selection process. The final selection process may include the submission of additional information and/or participation in an oral interview.

In the event of a tie, the proposal receiving the highest score under the "Project Approach and Leasing Strategy" criterion shall receive the higher ranking. If a tie remains, the proposal receiving the higher score for

"Demonstrated Qualifications and Experience" shall prevail.

In the event that an agreement cannot be reached with the highest-ranking Finalist Respondent as determined by the TJPA staff in its sole discretion, then negotiations may be entered into with other Finalist Respondents in the order of their ranking. There shall be no binding agreement with any Finalist Respondent unless and until approved by the TJPA Board of Directors (TJPA Board), at its sole discretion.

8 PROPOSAL EVALUATION

No. Evaluation Criteria Scoring Method Weight (Points) https://procurement.opengov.com/portal/tjpa/projects/287670/document?section=2772477 https://procurement.opengov.com/portal/tjpa/projects/287670/document?section=2772472 https://procurement.opengov.com/portal/tjpa/projects/287670/document?section=2772472

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1. Demonstrated Qualifications and Experience

a. Demonstrated and verifiable experience of successfully providing the described real estate broker services.

b. Proven ability to successfully meet the proposed scope of services outlined in this RFP.

c. Organization, clarity, cohesiveness, quality and completeness of response.

d. Demonstrated success leasing comparable office and/or retail properties within the San

Francisco Bay Area.

Points Based 20 (20% of Total)

2. Project Approach and Leasing Strategy

Demonstrated a thorough understanding of the

TJPA’s leasing objectives and presented a comprehensive, well-conceived approach for providing requested brokerage services:

a. Understanding of the Project.

i. Demonstrated understanding of the property, market conditions, leasing objectives, and the scope of services described in this RFP.

ii. Understanding of the unique opportunities and challenges associated with marketing and leasing the space.

b. Marketing and Leasing Strategy

i. Quality, creativity, and effectiveness of the proposed marketing and leasing strategy.

ii. Identification of target tenant markets and outreach methods.

iii. Proposed marketing materials, advertising, broker engagement, and tenant solicitation plan.

iv. Demonstrated ability to maximize occupancy, attract qualified tenants, and achieve favorable lease terms.

c. Work Plan and Project Management

i. Clear and realistic work plan, schedule, milestones, and reporting approach.

ii. Communication strategy and responsiveness throughout the leasing process.

iii. Ability to effectively manage the assignment and adapt to changing market conditions

Points Based 35 (35% of Total)

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3. Expertise/Skills of Assigned Staff

a. Experience of staff to be assigned to this contract.

b. Professional qualifications, education and skill set of assigned staff.

c. Staff availability, accessibility and workload.

d. Experience with leasing first generation retail space.

Points Based 25 (25% of Total)

4. Evaluation of Fees

a. The proposal with the lowest evaluated activity fees will receive the maximum points allocated for the cost factor.

i. All fee proposals will have their activity fees score calculated as follows: (Lowest

Activity Fees Cost/ Activity Fees Cost of

Respondent’s Proposal) * Maximum Points available.

ii. For example: Respondent’s Activity Fees total is $100,000, the lowest fees submitted is

$80,000, and 10 points are allocated, the

Respondent would receive 8 points:

(80,000)/100,000)*10 = 8 points.

Points Based 10 (10% of Total)

5. Evaluation of Commission

a. The proposal with the llowest evaluated average commission rate will receive the maximum points allocated for the cost factor.

i. All fee proposals will have their average commission rate score calculated as follows: (Lowest Average Commission Rate

Cost/ Average Commission Rate Cost of

Respondent’s Proposal) * Maximum Points available.

ii. For example: Respondent’s Average

Commission Rate is 4%, the lowest Average

Commission Rate submitted is 2.5%, and 10 points are allocated, the Respondent would receive 6.25 points: (2.5/4)*10 = 6.25 points.

Points Based 10 (10% of Total)

9 SUBMITTAL PROCEDURES

Proposal must be received by the TJPA before 2:00 pm Pacific Time on Thursday, September 17, 2026.

Proposals are to be submitted electronically through the TJPA OpenGov Procurement portal and shall be in

Adobe PDF (Portable Document Format).

Proposals that are not received by the time and date specified herein, do not contain all the required information and completed forms, or do not meet the minimum qualifications may be deemed non-responsive and rejected without consideration.

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As set forth in the RFP General Conditions, Respondents may telephone the TJPA at (415) 597-4620 before submitting a Proposal to determine if the Respondent has received all addenda.

10 SCHEDULE AND ADDENDA

RFP Issued: July 30, 2026

Deadline for Submission of Questions: August 13, 2026, 2:00pm

Answers to Written Questions Posted: August 20, 2026

Proposals Due: September 17, 2026, 2:00pm

Contract Recommended for TJPA Approval: November 12, 2026

The TJPA may modify this RFP prior to the date Proposals are due by issuing written addenda. Addenda will be posted on the TJPA’s OpenGov Procurement portal. Firms following this project on the TJPA’s OpenGov

Procurement portal will automatically be notified of any addenda. All parties, regardless of how they obtained the RFP, are solely responsible for ensuring the receipt of any and all addenda, and should therefore check the

TJPA OpenGov Procurement portal before submitting their Proposals to ensure receipt of all addenda, and to ensure their Proposals respond to any such addenda.

11 STANDARD AGREEMENT PROVISIONS

Following negotiations, the selected Respondent will be expected to enter into a professional services agreement substantially in the form of the Model Professional Services Agreement supplied with this RFP.

Failure to timely execute the Agreement, or to furnish any and all insurance certificates and other materials required in the Agreement, will be deemed an abandonment of Respondent’s contract offer.

Respondents are urged to pay special attention to the requirements of the Minimum Compensation Ordinance and the Health Care Accountability Ordinance. The Minimum Compensation Ordinance (MCO), as set forth in

S.F. Labor and Employment Code Article 111, requires contractors to provide employees covered by the

Ordinance who do work funded under the Contract with hourly gross compensation and paid and unpaid time-off that meet certain minimum requirements. The Health Care Accountability Ordinance (HCAO), as set forth in S.F. Labor and Employment Code Article 121, requires contractors to provide health care coverage to certain employees or pay amounts in lieu thereof. Contractors should consult the San Francisco Labor and Employment

Code to determine their compliance obligations under this chapter. Additional information regarding the MCO and HCAO is available at https://sfgov.org/olse.

TJPA will not negotiate different terms in the Model Professional Services Agreement if exceptions are not clearly noted within the Respondent’s Proposal.

https://procurement.opengov.com/portal/tjpa/projects/287670/document?section=2772469 https://sfgov.org/olse

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12 AUTHORIZATION OF CONSULTANT'S WORK

Once the Agreement is executed, any resulting work will be assigned to the selected Respondent (Consultant) by the TJPA through Notice to Proceed (NTP). It is anticipated that the first Notice to Proceed (NTP) will be issued in November 2026.

13 DISADVANTAGED BUSINESS ENTERPRISE (DBE) / SMALL BUSINESS ENTERPRISE (SBE)

It is the policy of the TJPA to ensure nondiscrimination on the basis of race, color, sex or national origin in the award and administration of Department of Transportation (DOT)-assisted contracts. It is the intention of the

TJPA to create a level playing field on which DBEs can compete fairly for contracts and subcontracts relating to the TJPA’s construction, procurement and professional services activities.

Pursuant to 49 CFR Section 26.13, the TJPA is required to make the following assurance in every DOT-assisted contract and subcontract:

The contractor or subcontractor shall not discriminate on the basis of race, color, national origin, or sex in the performance of this contract. The contractor shall carry out applicable requirements of 49 CFR Part 26 in the award and administration of DOT-assisted contracts. Failure by the contractor to carry out these requirements is a material breach of this contract, which may result in the termination of this contract or such other remedy as the TJPA deems appropriate, but is not limited to:

1. Withholding monthly progress payments;

2. Assessing sanctions;

3. Liquidated damages; and/or

4. Disqualifying the contractor from future bidding as non-responsible

The TJPA recommends that Respondents review the TJPA’s DBE Program and SBE Programs, available on the

TJPA website.

Pursuant to the monitoring requirements outlined in both the DBE Program and the SBE Program, each

Respondent will be required to complete and submit the TJPA’s Bidders/ Proposers Information Request Form with its Proposal, regardless of DBE/SBE participation. Upon award of the contract, Respondent will be required to submit the TJPA’s Progress Payment Report with every invoice request, the Subcontractor Payment

Declaration as proof of payment to any subcontractors, and the Final Expenditure Report with the completion of the contract. These forms are attached to this RFP and are available on the TJPA website.

13.1 Equal Employment Opportunity

The TJPA encourages Respondents to actively recruit minorities and women for their respective workforces.

The TJPA requests copies of any nondiscrimination or equal opportunity plans that the Respondents have in place.

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

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13.2 DBE Participation

The TJPA has a DBE-neutral DBE Program and there is no DBE goal on this contract; however, Respondents are encouraged to obtain DBE participation and should refer to the section below for information about any mandatory SBE utilization goal.

13.3 SBE Utilization Goal

The TJPA has not established an SBE utilization goal for this contract. However, Respondents are encouraged to obtain SBE participation for this contract. TJPA accepts certifications from the following as SBEs: any state’s Unified Certification Program, California Department of General Services, and the San Francisco

Contract Monitoring Division.

13.4 Questions Regarding DBE/SBE

Written questions concerning DBE/SBE/nondiscrimination requirements should be addressed to:

DBE/SBE Liaison Officer

Transbay Joint Powers Authority

425 Mission Street, Suite 250

San Francisco, CA 94105

(415) 597- 4615 fax

Email: Procurement@tjpa.org

14 LEVINE ACT

The Levine Act (Government Code § 84308) is part of the Fair Political Practices Act that applies to elected or appointed officers of an agency, and their alternates.

The Levine Act generally provides that while a proceeding involving a contract is pending, and for 12 months following the date a final decision is rendered in the proceeding, Board members (including Board member alternates) and officers may not accept, solicit, or direct a campaign contribution of more than $500 from an applicant for the contract or their agents, if the Board member or officer knows or has reason to know that the applicant has a financial interest.

The Levine Act also generally requires Board members and officers who have received from an applicant for a contract or their agents a campaign contribution of more than $500 in the preceding 12 months to disclose the contribution on the record of the proceeding in which a contract is being considered before the decision on the contract is rendered, and to refrain from making, participate in making, or in any way attempt to use their official position to influence the decision on the contract if the officer has willfully or knowingly received the contribution. The Levine Act provides certain opportunities to cure.

Each Respondent must disclose any campaign contributions of more than $500 the Respondent or its agents have made to a TJPA Board member or officer within the 12-month period preceding the submission of its

Proposal. This requirement applies to the Respondent, as well as to any member firm or individuals on the

Respondent’s team, subsidiaries, parent companies, other firms associated with the Respondent and agents of the Respondent. If such a contribution has been made, Respondent must provide to the TJPA’s Contracting mailto:Procurement@tjpa.org

Page 16 Thursday, July 30, 2026

Officer a written statement setting forth the date and amount of said campaign contribution(s). The Contracting

Officer must receive this information at the same time the Proposal is received. Respondents must provide prompt written notice to the Contracting Officer of any qualifying contributions made after the Proposal is submitted but before the date of the proceeding in which the contract is being considered.

Members of the TJPA Board of Directors are:

Jeff Gee, Peninsula Corridor Joint Powers Board/Caltrain - Chair No Alternate

Rafael Mandelman, SF Board of Supervisors -Vice Chair Tilly Chang, Alternate

Chris Andrichak, AC Transit Jean Walsh, Alternate

Julie Kirschbaum, SF Municipal Transportation Agency Judson True, Alternate

Charley Lavery, SF Board of Supervisors Tilly Chang, Alternate

Eileen Mariano, Office of the SF Mayor No Alternate

Mark Tollefson, CA High Speed Rail Authority LaDonna DiCamillo, Alternate

Vacant, State Dept. of Transportation (Caltrans), Ex Officio Vacant, Alternate

15 PROTEST PROCEDURES

The full Protest Policy is available on the TJPA website at https://www.tjpa.org/about-tjpa/board-directors >

Board Policy No. 002 Protest.

16 RFP GENERAL CONDITIONS

16.1 Consultant Offices

Assigned staff must be able to reach TJPA offices in a reasonable amount of time when work is needed. The

Transbay Joint Powers Authority (TJPA) will not reimburse the Consultant for the costs of business travel.

16.2 Errors and Omissions in RFP

Respondents are responsible for reviewing all portions of this RFP. Respondents are to promptly notify the

TJPA Executive Director, in writing, if the Respondent discovers any ambiguity, discrepancy, omission, or other error in the RFP. Any such notification should be directed to the Executive Director promptly after discovery, but in no event later than five (5) working days prior to the due date for proposals. Any modifications or clarifications of this RFP will be made by addenda as provided below.

16.3 Objections to RFP Terms

Should a Respondent object on any ground to any provision or legal requirement set forth in this RFP, the

Respondent must, not more than ten (10) working days after the RFP is issued, provide written notice to the

Executive Director of the TJPA setting forth with specificity the grounds for the objection. The failure of a https://www.tjpa.org/about-tjpa/board-directors https://www.tjpa.org/about-tjpa/board-directors

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Respondent to object in the manner set forth in this paragraph shall constitute a complete and irrevocable waiver of any such objection.

16.4 Addenda to RFP

The TJPA may modify the RFP, prior to the proposal due date, by posting addenda on the TJPA OpenGov

Procurement portal. For firms registered on the TJPA website as wanting to receive notice of addenda, the

TJPA will make reasonable efforts to notify potential Respondents in a timely manner of the posting of addenda on the website. In either case, the last known address of each firm listed with the TJPA will be used.

All parties, regardless of how they obtained the RFP, are solely responsible for ensuring receipt of any and all addenda. All parties are responsible for ensuring that their Proposals reflect any and all addenda issued by the

TJPA prior to the proposal due date regardless of when the proposal is submitted and should therefore check the website before submitting their Proposals to ensure receipt of all addenda, and to ensure their qualifications respond to any such addenda. The Respondent can call the TJPA before submitting its Proposal to determine if the Respondent is aware of all addenda.

16.5 Term of Proposal

By signing and submitting a proposal, each Respondent certifies that the proposed services and terms are valid for 120 calendar days from the proposal due date and that the quoted prices are genuine and not the result of collusion or any other anti-competitive activity.

16.6 Revision to Proposal

A Respondent may revise its Proposal on the Respondent’s own initiative at any time before the deadline for submission of proposals. The Respondent must submit any revised proposal in the same manner as the original.

A revised proposal must be received on or before the proposal due date.

In no case will a statement of intent to submit a revised proposal, or commencement of a revision process, extend the proposal due date for any Respondent.

16.7 Errors and Omissions in Proposal

Failure by the TJPA to object to an error, omission, or deviation in a proposal will in no way modify the RFP or excuse the Respondent from full compliance with the specifications of the RFP or any contract awarded pursuant to the RFP.

16.8 Financial Responsbility

The TJPA accepts no financial responsibility for any costs incurred by a firm in responding to this RFP.

Submissions to the TJPA under this RFP will become the property of the TJPA and may be used by the TJPA in any way deemed appropriate.

16.9 Public Disclosures

Contractors’ bids, responses to RFPs and all other records of communications between the TJPA and persons or firms seeking contracts shall be open to inspection immediately after a contract has been awarded. Nothing in this provision requires the disclosure of a private person’s or organization’s net worth or other proprietary

Page 18 Thursday, July 30, 2026 financial data submitted for qualification for a contract or other benefits until and unless that person or organization is awarded the contract or benefit. Information provided which is covered by this paragraph will be made available to the public upon request.

16.10 Public Access to Meetings and Records

If a Respondent is a non-profit entity that receives a cumulative total per year of at least $250,000 in TJPA funds or TJPA-administered funds and is a non-profit organization as defined in Chapter 12L of the San

Francisco Administrative Code, the Respondent must comply with Chapter 12L. The Respondent must include in its Proposal (1) a statement describing its efforts to comply with the Chapter 12L provisions regarding public access to Respondent’s meetings and records, and (2) a summary of all complaints concerning the Respondent’s compliance with Chapter 12L that were filed with the City and County of San Francisco (City) in the last two years and deemed by the City to be substantiated. The summary shall also describe the disposition of each complaint. If no such complaints were filed, the Respondent shall include a statement to that effect. Failure to comply with the reporting requirements of Chapter 12L or material misrepresentation in Respondent’s Chapter

12L submissions shall be grounds for rejection of the proposal and/or termination of any subsequent Agreement reached on the basis of the proposal.

16.11 New Restrictions on Lobbying Certification

All Respondents are required to include in their Proposal packages the standard federal certification form regarding lobbying as set forth in this RFP if the contract is expected to be more than $100,000.

16.12 Certification Regarding Debarment, Suspension, and Other Responsibility Matters

A contract awarded under this RFP is a covered transaction for purposes of federal suspension and debarment laws, including 2 CFR part 1200, and the provisions of U.S. Office of Management and Budget Appendix A

“Guidelines to Agencies on Governmentwide Debarment and Suspension (Nonprocurement),” 2 CFR part 180.

The contractor is required to comply with federal suspension and debarment laws and must include the requirement to comply with federal suspension and debarment laws in any lower tier covered transaction it enters into, if any.

By signing and submitting its bid or proposal, the Respondent certifies as follows:

The certification in this clause is a material representation of fact relied upon by the TJPA. If it is later determined that the Respondent knowingly rendered an erroneous certification, in addition to remedies available to the TJPA, the Federal Government may pursue available remedies, including but not limited to suspension and/or debarment. The Respondent agrees to comply with the requirements of federal suspension and debarment laws while this offer is valid and throughout the period of any contract that may arise from this offer. The Respondent further agrees to include a provision requiring such compliance in its lower tier covered transactions.

By signing and submitting its Proposal, the Respondent also certifies to the TJPA that the Respondent has not paid, nor agreed to pay, and will not pay or agree to pay, any fee or commission, or any other thing of value contingent on the award of a contract to any TJPA employee or official or to any member of the selection panel or other person involved in the making of the contract on behalf of the TJPA. All Respondents are required to

Page 19 Thursday, July 30, 2026 include in their Proposal packages the certification form regarding debarment, suspension and other responsibility matters as set forth in the RFP Attachments.

16.13 Reservations of Rights by the TJPA

The issuance of this RFP does not constitute an agreement by the TJPA that any contract will actually be entered into by the TJPA. The TJPA expressly reserves the right at any time to:

• waive or correct any defect or informality in any response, proposal, or proposal procedure, as determined by the TJPA in its sole discretion

• reject any or all proposals, without indicating any reason for such rejection

• reissue an RFP

• prior to submission deadline for proposals, modify all or any portion of the selection procedures, including deadlines for accepting responses, the specifications or requirements for any materials, equipment or services to be provided under this RFP, or the requirements for contents or format of the proposals

• request that one or more Respondents clarify, supplement or modify the information submitted

• extend deadlines for accepting responses; request amendments to responses after the expiration of deadlines; request clarifications, revised proposals or best and final offers; or negotiate or approve final agreements

• during negotiation, expand or limit the scope of the proposed Services, increasing or decreasing contract amounts, including negotiate with and award contracts to more than one qualified Respondent

• if negotiations with a selected Respondent fail to proceed to the reasonable satisfaction of the TJPA, at the TJPA's sole and absolute discretion, negotiate with and enter into a contract with another

Respondent, or begin the selection process anew

• consider any information about any Respondent that is not expressly contained in Respondent’s response

• procure any materials, equipment or services specified in this RFP by any other means

• determine that no Program will be pursued

16.14 No Waiver

No waiver by the TJPA of any provision of this RFP shall be implied from any failure by the TJPA to recognize or take action on account of any failure by a Respondent to observe any provision of this RFP.

16.15 Applicability of City Contracting Provisions

Under Section 6509 of the Government Code, the TJPA is subject to the same restrictions on its powers as those which are applicable to an entity designated in the Joint Powers Agreement.