Construction Management (CM) _ Constructability Review (CR) Services for the North Park Mid-City Howard Bikeway Project.pdf

Request for Qualifications (RFQ) i v3.10.2026

SAN DIEGO ASSOCIATION OF GOVERNMENTS

REQUEST FOR QUALIFICATIONS (RFQ)

SOLICITATION SUMMARY

Solicitation Number: SOL1563717

Solicitation Title: Construction Management (CM) & Constructability Review (CR) Services for the North Park| Mid-City Howard Bikeway Project

Project CIP/OWP: 1223079

Federal Project Number:

6066(187)

Funding: FHWA, ATP-R, TransNet

Contracts Analyst: Paola Neira Email: Paola.Neira@sandag.org Phone: 619.595.5308

Project Summary: Statement of Qualifications (SOQs) are being requested from qualified firms to provide Construction Management (CM) & Constructability Review (CR) Services for the North Park | Mid-City Howard Bikeway Project (“The Project”).

The Project consists of approximately 1.2 miles of bikeways along Howard Avenue between Park Boulevard and 32nd Street. Proposed features include neighborhood traffic circles, curb extensions, speed cushions, bend-outs, enhanced pedestrian crossings, and intersection treatments.

Joint Procurement: ☐ Yes: ☒ No

Contract Type: Project Specific, Multi-Phase

Payment Method: Firm Fixed Price, or Specific Rates of Compensation.

The payment method will be specified in each Task Order.

Number of Agreements: One (1) Agreement will be awarded.

Work will be authorized via Task Orders

Contract Duration: 6 years

The Agreement(s) will utilize individually negotiated Task Orders that will set forth the project duration. No Task Order will expire after the termination date of the Agreement.

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Disadvantaged Business Enterprise (DBE) Goal:

☐ Yes ☒ No

Pursuant to the U.S. Department of Transportation’s Interim Final Rule (IFR) (90 Fed. Reg. 47969) dated October 3, 2025, regarding DBE Program Implementation Modifications, no DBE goal was set for this Agreement. This Agreement's DBE obligations shall be administered in accordance with applicable federal law, the IFR, and 49 CFR Part 26, as may be amended (referred to herein collectively as "Federal DBE Law"); in the event of a conflict between this Agreement's DBE obligations (inclusive of all exhibits, attachments, forms, and documents incorporated by reference) and Federal DBE Law, Federal DBE Law shall control.

Prevailing Wage: ☒ Yes ☐ No

SOLICITATION DATES

Release Date: 7/24/2026

Pre-SOQ Meeting: ☒ Optional ☐ Mandatory Date: 8/4/2026 Time: 9:00 am-10:00 am PDT Location: Microsoft Teams using the following link:

SOL1563717 Howard Avenue CR & CM Pre Proposal Meeting

Deadline for Questions: Date: 8/7/2026 Time: 5:00 pm PDT

Deadline for SOQ Submittal: Date: 08/21/2026 Time: 5:00pm PDT https://teams.microsoft.com/l/meetup-join/19%3ameeting_NmU1ZTBlYmYtYjU5OS00ZmQyLTlhMzItZmQyYTJiYjFkMzMw%40thread.v2/0?context=%7b%22Tid%22%3a%222bbb5689-d9d5-406b-8d02-cf1002b473e7%22%2c%22Oid%22%3a%22d8bc247f-7ec1-4bc8-a0e1-7974cd3664a5%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_NmU1ZTBlYmYtYjU5OS00ZmQyLTlhMzItZmQyYTJiYjFkMzMw%40thread.v2/0?context=%7b%22Tid%22%3a%222bbb5689-d9d5-406b-8d02-cf1002b473e7%22%2c%22Oid%22%3a%22d8bc247f-7ec1-4bc8-a0e1-7974cd3664a5%22%7d

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TABLE OF CONTENTS

I. INTRODUCTION

II. BACKGROUND

III. PROJECT SUMMARY

A. Brief Project Description B. Duration of Agreement(s) C. Payment Methods D. Issuance of Task Orders

IV. PROCUREMENT SCHEDULE

V. SOQ CONTENT REQUIREMENTS

A. Section 1 – Introduction B. Section 2 – Project Team (SF330 – Part I, Sections A thru D) C. Section 3 – Résumés (SF330 – Part I, Section E) D. Section 4 – Example Projects (SF330 – Part I, Sections F and G) E. Section 5 – Team Experience (SF330 – Part I, Section H1) F. Section 6 – Additional Information (SF330 – Part I, Section H2) G. Section 7 – General Qualifications (SF330 – Part II) H. Exceptions I. Section 10 – Financial Statements

VI. CONFLICTS OF INTEREST CONSIDERATIONS

A. Proposer’s Employees in Project Management Roles B. Notice of Potential for Organizational and Financial Conflicts of Interest

VII. AUDIT AND PREVAILING WAGE REQUIREMENTS

A. Pre-Award and Post-Award Audits B. State and Federal General Prevailing Wage Rates C. DIR Registration

VIII. SANDAG DISADVANTAGED BUSINESS ENTERPRISE (DBE) PROGRAM

A. Agency DBE Goals B. Nondiscrimination C. DBE Requirements

IX. PRE-SUBMITTAL ACTIVITIES

A. Questions Concerning Request for Qualifications B. Pre-SOQ Meeting C. Revision to the RFQ

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X. SUBMITTAL REQUIREMENTS

A. Certifications B. Due Date and Time

XI. PROPOSER EVALUATION AND SELECTION PROCESS

A. Competitive Process

XII. Pre-Award Audit and/or Post Award Audit

XIII. AGREEMENT EXECUTION

XIV. SPECIAL CONDITIONS

A. No Commitment B. Public Records C. Right to Cancel D. Executive Order N-6-22 – Russia Sanctions E. Additional Information F. Press Releases and Promotional Materials G. Agreement with Primes Only H. Agreement for Services I. Insurance Requirements

XV. PROTESTS

XVI. INCORPORATION OF EXHIBITS

PROJECT-SPECIFIC EXHIBITS

FORMS EXHIBITS

EVALUATION EXHIBITS

REFERENCE EXHIBITS

PREVAILING WAGE EXHIBITS

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SANDAG Vision Statement

Pursuing a brighter future for all.

SANDAG Mission Statement

We are the regional agency that connects people, places, and innovative ideas by implementing solutions with our unique and diverse communities.

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REQUEST FOR QUALIFICATIONS

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I. INTRODUCTION

Thank you for your interest in contracting opportunities with SANDAG. SANDAG is seeking Statement of Qualifications (SOQs) from qualified firms to provide Construction Management and Constructability Review Services for the North Park/Mid City: Howard Bikeway Project (“Project”). The full scope of work is included as an attachment to this RFQ.

This RFQ describes the Project, the required scope of services, the proposer selection process, and the minimum information that must be included in the SOQ. Failure to submit information in accordance with the RFQ requirements and procedures may be cause for disqualification.

II. BACKGROUND

The San Diego Association of Governments (SANDAG) is a legislatively authorized regional government agency that is primarily focused on transportation planning and construction in the San Diego region. SANDAG works with the County of San Diego, the cities within the County, as well as state and federal agencies to make policy decisions related to population growth, transportation planning and transit construction, environmental management, housing, open space, energy, public safety, and binational matters. In addition, SANDAG operates toll roads (State Route (SR) 125 and Interstate 15), administers the Automated Regional Justice Information System (ARJIS), and serves as a data clearinghouse for the region. SANDAG’s Board of Directors is made up of mayors, councilmembers or a supervisor from each of the region’s 18 cities and the County Board of Supervisors. Additional information regarding SANDAG and its projects can be found at www.sandag.org.

III. PROJECT SUMMARY

A. Brief Project Description

The North Park | Mid City Howard Bikeway Project (Project) is a proposed 1.2 mile-bicycle boulevard including buffered bike lanes with traffic calming features such as neighborhood traffic circles, curb extensions, speed cushions, bend-outs, enhanced pedestrian crossings and intersection treatments. The project is located entirely within City of San Diego Right of Way (ROW) along Howard Avenue between Park Boulevard and 32nd Street. This bikeway will make it more comfortable and easier for people of all ages and comfort levels to bike and walk to local shops, restaurants, parks, schools, senior centers, transit stops, and other community destinations within the City of San Diego communities of North Park.

B. Duration of Agreement(s)

Any Agreement awarded as a result of this RFQ will be valid for 6 years.

http://www.sandag.org/

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The Proposer(s) who is awarded an Agreement for this Project will be authorized to perform work pursuant to individually negotiated Task Orders issued and in accordance with the terms of the SANDAG Standard Services Agreement.

C. Payment Methods

The selected Proposer(s) will be paid by one of the following method(s):

1. Firm Fixed Price

The selected Proposer will perform the services stated in the Agreement Task Order for an agreed amount. The payment(s) will include any net fee and profit. Normally the lump sum payment will be paid at full at the end of the Agreement Task Order when all work has been completed, however, progress payments may be used in which the payments will be based upon completion of clearly defined milestones in the Payment or Rate Schedule.

Fixed prices must include the selected Proposer’s estimated costs, overhead and net fee (profit). Time spent to prepare invoices shall be considered an included overhead expense. Other direct costs such as fees, surcharges, deliveries, travel, and equipment rentals must be included as line item expenses in the Payment or Rate Schedule, if not already captured in the firm fixed price.

2. Specific Rates of Compensation

The selected Proposer will be paid at an agreed upon and supported specific fixed hourly, daily, weekly, or monthly rate for each class of employee engaged directly in the work. Such rates of pay shall be fully loaded, meaning they shall include the selected Proposer’s estimated costs, overhead and net fee (profit). Time spent to prepare invoices shall be considered an overhead expense. Other direct costs such as deliveries, copies, travel, and equipment rentals must be included as line item expenses in the Payment or Rate Schedule, if not already captured in the fully loaded rate.

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D. Issuance of Task Orders

SANDAG intends to award Task Orders to authorize work for this Project. The resulting Task Order will set forth the scope of work, any contractual terms and conditions specific to the Task Order scope of work and set forth the payment method that will be applicable to the assigned Phase. SANDAG will negotiate with the selected firm for level of effort and include the maximum negotiated amounts in the Task Order. The maximum amount authorized in each Task Order shall not be exceeded unless an amendment to such Task Order is executed by SANDAG.

IV. PROCUREMENT SCHEDULE

SANDAG anticipates the process for awarding the Agreement will be according to the following tentative schedule:

Advertise and Issue RFQ 7/24/2026

Pre-SOQ Meeting (Non-Mandatory) 8/4/2026

Last Day to Submit Questions Regarding RFQ 8/7/2026

Final Questions and Answers Released 8/14/2026

SOQ Due Date 8/21/2026

Short List Meeting Early to Mid-September

Oral Interviews (Optional) Mid to Late September

Selection and Notification of Intent to Negotiate Late September to Early October 2026

Request for Sealed Detailed Cost Estimates Late September to Early October 2026

Agreement Negotiations Complete November 2026

Audit findings from Caltrans following pre-award audit

November 2026 (subject to Caltrans timeline)

Approval of Agreement(s) December 2026

Notice of Award/Notice to Proceed December 2026

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V. SOQ CONTENT REQUIREMENTS

SOQs submitted in response to this RFQ shall be in the following order and shall include the following information. Please bookmark each section of your SOQ as follows:

A. Section 1 – Introduction

1. Transmittal Letter

The transmittal letter should include the signature of the person authorized to obligate the firm or joint venture. The signature of the authorized representative attests that the information contained in the SOQ is truthful, accurate, and complete at time of submittal. The proposer’s signature affixed on the transmittal letter will also serve as certification by the proposer that neither the proposer nor its subconsultants will submit a SOQ for Architectural and Engineering services for the same project that the proposer and/or subconsultant has performed project development support services without first notifying SANDAG.

Proposer’s transmittal letter shall include a statement declaring that the proposer and its proposed subconsultants will, while under contract with SANDAG, maintain compliance with the conflict prohibitions described in this RFQ and that they do not currently, and will not during the performance of these services, participate in any other similar work involving a third-party with interests currently in conflict or likely to be conflict with SANDAG’s interests. If applicable, proposer is required to disclose any pending or active investigations or litigation that may affect the reputation or ability of the proposer to perform work for SANDAG in the transmittal letter.

The nature of this Project requires an impartial unbiased approach on the part of the Proposers’ teams. This SOQ shall include a statement declaring that the Proposer’s and subconsultants are not currently, and will not, during the performance of these services, participate in any other similar work involving a third-party with interests currently in conflict or likely to be in conflict with the SANDAG interests. Additionally, Proposer is required to disclose any pending or active investigations or litigation that may affect the reputation or ability of the proposer to carry out the Project.

Proposers must provide an affirmative statement in their SOQs that a conflicts check has been processed and that no conflict of interest exists that could disqualify the Proposer or its team members from performing construction management services for SANDAG or any of the entities represented on its Board of Directors. A list of those entities can be found at SANDAG.org/Board. Proposers who represent clients who are involved in a conflict or litigation with one of these entities may be disqualified if the conflict is not disclosed or cannot be sufficiently mitigated.

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2. Identification of the Proposer and Establishment of Proposer’s Fiscal Responsibility

Please provide the following information:

• Legal name and address of Proposer’s company.

• Number of years Proposer’s company has been in business.

• Legal form of Proposer’s company (partnership, corporation, joint venture, etc.). If joint venture, identify the members of the joint venture and provide all information required within this section for each member. If a corporation, certify that the corporation is in good standing with the Secretary of State.

• Parent/Joint Venture Company Letter of Commitment – If Proposer is a subsidiary of another company or is a joint venture, the parent company or joint venture must each provide evidence of financial responsibility. A letter of commitment signed by an officer of the parent company or joint ventures having the authority to provide financial information and bind the company must be provided with the proposal. If company is a wholly-owned subsidiary of a “parent company,” provide the legal name and form of the parent company.

• Tax Identification Number

• Address of office that will work on this Project.

• Name, title, address, email address, and telephone number of the person to contact concerning the SOQ.

• State whether the Proposer has filed bankruptcy in the last ten years and provide any other relevant information concerning whether the proposer is financially capable of completing this Project.

• Provide all license numbers for licenses relevant to or required for this Project, the names of the holders of those licenses, and the names of the agencies issuing those licenses.

• Proposers selected for negotiations shall be required to provide a completed Internal Controls Questionnaire (AASHTO Appendix B) and meet other requirements summarized here: https://dot.ca.gov/caltrans-near-me/district-4/d4-programs/d4-calmentor/meeting-handouts/caltrans-ae-financial-documents-review

3. Subconsultant commitments

Correspondence from each subconsultant, signed by a principal of the subconsultant firm, which states its commitment to the proposer’s firm and indicates the specific portion of the work to be performed by the subconsultant firm.

https://dot.ca.gov/caltrans-near-me/district-4/d4-programs/d4-calmentor/meeting-handouts/caltrans-ae-financial-documents-review https://dot.ca.gov/caltrans-near-me/district-4/d4-programs/d4-calmentor/meeting-handouts/caltrans-ae-financial-documents-review https://dot.ca.gov/caltrans-near-me/district-4/d4-programs/d4-calmentor/meeting-handouts/caltrans-ae-financial-documents-review

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4. Insurance Underwriter Letter

Ability to obtain required insurance with the coverage values that meet minimum requirements evidenced by the letter from an underwriter confirming that the proposer can be insured for the required amount.

5. Statement of Sufficient Staff and Resources

Evidence that the human and physical resources are sufficient to perform the Agreement as specified and assure delivery of all deliverables within the time specified in the Agreement, to include: engineering, management, and service organizations with sufficient personnel and requisite disciplines, licenses, skills, experience, and equipment to complete the Agreement as required and satisfy any engineering or service problems that may arise during the warranty period.

Evidence of satisfactory performance and integrity on contracts in making deliveries on time, meeting specifications and warranty provisions, staff availability, and steps proposer took to resolve any judgments, liens, defects in performance, or warranty claims. Evidence shall be by client references.

6. Forms and certifications

Submit the following documents (with signatures where required):

a. Proposer Information Form

b. Bidders List

Showing all firms that bid, quoted, or proposed to be part of proposer’s team, even if not ultimately selected by proposer for inclusion on SF 330 as part of proposed team.

c. Public Contract Code Certifications

• Part 1: Public Contract Code Section 10162 Questionnaire

• Part 2: Public Contract Code Section Statements

d. Certifications for Federally Funded Contracts

• Part 1: Eligibility Certificate for Federally Funded Contracts

• Part 2: Noncollusion Affidavit/Declaration

• Part 3: Debarment and Suspension Certificate

• Part 4: Subconsultant’s Statement of Eligibility

• Part 5: Certification of Restrictions on Lobbying

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e. Equal Employment Opportunity Certificate

B. Section 2 – Project Team (SF330 – Part I, Sections A thru D)

The Proposer shall submit United States General Services Administration Standard Form SF330. Part I (Sections A thru D) of the form “Architect-Engineer Qualifications” SF330, shall conform to the following format:

1. Form SF330, Part I (Sections A thru C)

Provide one combined SF330 for the proposer and proposed subconsultants.

Proposers shall conform to the following requirements:

• List the location of the offices where the work is to be performed. If the work is to be shared among firms and offices at different locations, indicate where each office is located and what work is to be performed in each office. For field personnel, provide the location of the offices where they will be based and from which they will be managed. If necessary, attach additional sheets.

• Under Section C9, list “SB” in parenthesis after listing “Firm Name” if the proposer is a SB.

• Under Section C11, list percent of work (in percent and in parenthesis) anticipated for each proposer after listing “Firm Name.”

2. Form SF330, Part I (Section D)

A one-page 11” x 17” sheet, organizational chart showing the proposer’s approach toward the staffing and management of the project shall be provided. Titles, roles, and number of staff required to fill those roles shall be shown on the organizational chart. The proposed relationships between staff should be illustrated. The Proposer shall show key personnel names on the organization chart corresponding to not more than 20 résumés submitted per the limitation below (See subsection on Résumés) below.

3. Staffing Plan

The staffing plan shall identify the approximate number, expertise, and experience level of staff by role and responsibility based on anticipated work.

The staffing plan shall explain how the proposer anticipates ensuring that an adequate amount of staff with the necessary qualifications can be located and committed to working on projects when they are needed and list their level of commitment (hours weekly/monthly or percentage) on other on-going projects the Proposer anticipates to be working on during the duration of this Project. The staffing plan shall also identify supervisory and reporting relationships, which company they work for, and shall specifically address the complications involved in managing staff who may not be working in the same office or city. The staffing plan shall be limited to two pages.

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4. Responsibility Matrix

The proposer shall submit a responsibility matrix listing key personnel. Key personnel should have experience in managing bikeway improvements, street improvements, and other public work projects within San Diego County. The responsibility matrix shall be limited to four pages maximum.

The matrix shall list the information as shown in the RFQ Attachment entitled “Responsibility Matrix.”

C. Section 3 – Résumés (SF330 – Part I, Section E)

Part I (Section E) of the Form “Architect-Engineer Qualifications” SF330 shall conform to the following format:

• Every person whose résumé is provided in Section E shall be shown on the organization chart. Résumés of people who are not shown on the organization chart will not be considered.

• Section E must list the person’s active professional registrations in California and their California registration number, including expiration date. The Resident Engineer and other personnel in responsible charge of engineering, surveying, architectural, landscape architectural, or geotechnical engineering work shall be registered in the respective disciplines in the State of California.

• Section E for the project manager and the resident engineer shall be limited to a maximum of two pages. All other personnel shall be limited to one page. List all of proposer’s key personnel first, followed by all subconsultants’ key personnel.

• List no more than 20 key personnel in Section E.

D. Section 4 – Example Projects (SF330 – Part I, Sections F and G)

Part I (Sections F and G) of the Form “Architect-Engineer Qualifications” SF330, shall conform to the following format:

Section F:

• Projects listed in Section F must be projects that were worked on by people shown on the organization chart and whose résumés are included in Section E.

• In Section F23, include the project owner, point of contact, and telephone number of the person who can provide a reference. Projects without a valid telephone number or reference will not be considered and may result in a zero score for the reference.

• List one project per page. If the SOQ contains four or more projects, the proposer shall list a minimum of three relevant projects. The combined proposer and subconsultant projects listed shall not exceed ten projects.

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Section G:

• Key Personnel Participation in Example Projects. Section G shall be limited to two pages maximum.

E. Section 5 – Team Experience (SF330 – Part I, Section H1)

Part I (Section H1) of the Form “Architect-Engineer Qualifications” SF330, shall conform to the following format:

• Section H1 shall highlight or expand upon project experience. Elaborate on proposed team’s previous work as a team with other key staff and proposers listed.

• Describe staffing capability, workload, and record of meeting schedules on similar projects. Also describe ability to adapt to unexpected work. Finally, describe the feasibility of oversight, ability, and willingness to respond to SANDAG requirements and accessibility to SANDAG staff.

• The Resident Engineer (RE) shall have minimum of five years’ experience in managing bikeway improvements, street improvements, and other public work projects within San Diego County. The Resident Engineer shall be registered as Civil Engineer in the State of California

• Staff proposed to be responsible for field inspection services shall demonstrate construction engineering experience on highway, transit, and other major Public Works projects inspecting facilities, safety, features, or activities they are assigned to oversee. Field Electrical Inspectors shall have knowledge of electrical theory, traffic signal, ramp metering, fiber optics, and lighting systems. Field Landscape Inspectors shall have knowledge of Landscape theory, planting, and irrigation systems.

• Section H1 shall be limited to two pages for the proposer and one page for each proposed subconsultant.

F. Section 6 – Additional Information (SF330 – Part I, Section H2)

Part I (Section H2) of the Form “Architect-Engineer Qualifications” SF330 shall conform to the following format:

• Part 6A – Project Approach. Proposer shall explain its approach and strategy for successfully completing similar projects, with all the necessary approvals within the shortest possible timeframe. The project approach should be sufficient in detail to demonstrate the proposer’s understanding of the project, its unique challenges, and the processes and procedures that must be followed. The proposer should identify the most critical steps in the successful completion of similar projects. Part 6A shall be limited to two pages.

• Part 6B – Project Control. Proposer shall describe its tools, procedures, and techniques to be used to keep the project within budget and schedule.

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Proposer shall also describe its risk management and document control plan. Part 6B shall be limited to one page.

• Part 6C – Quality Control and Assurance. Proposers shall describe their proposed plan to assure that all work products submitted to SANDAG are accurate, well written, based on sound reasoning and reasonable assumptions, and were produced using legitimate technical methods for all team members and proposers. Part 6C shall be limited to one page.

• Part 6D – Supplemental Questions. Proposer must address the following questions in their SOQ. The responses shall be limited to three pages total.

o What are the top three (3) challenges, or opportunities, for working with a public agency such as SANDAG, to successfully build this project within an extremely constrained time frame?

o Please identify challenges and/or opportunities that SANDAG must address during both the design and construction phases, and how they can be overcome or taken advantage of.

• Part 6E – Other Considerations. Proposer shall explain why their team should be selected. Part 6D shall be limited to one page.

G. Section 7 – General Qualifications (SF330 – Part II)

Part II of the Form “Architect-Engineer Qualifications” SF330 shall conform to the following format:

• Provide a separate “general qualifications” sheet for the Proposer and each subconsultant.

• If the Proposer has multiple offices, only list the office where the majority of the work will be performed.

• Sections 8c, 10, and 11 are not required.

• All “general qualifications” shall be limited to one page per Proposer/ subconsultant.

H. Exceptions

All exceptions will be considered during the SOQ evaluation process. Proposers who take excessive exceptions will receive lower scores during the evaluation process.

1. General Exceptions

The Proposer shall state whether or not it takes exceptions to this RFQ, including but not limited to SANDAG’s Standard Services Agreement, which is an Attachment to the RFQ. If the Proposer does take exceptions to any portion of the RFQ or Agreement, the specific portion to which exceptions is taken must be identified by section number and explained. Requests for changes or additions to sections of SANDAG’s Standard Services Agreement

Request for Qualifications (RFQ) 12 v3.10.2026 must be shown by requesting deletion of specific words and/or by providing new requested Agreement language. Requests for complete replacement of the SANDAG Standard Services Agreement for another contract will not be granted. Failure to make exceptions to the RFQ or Standard Services Agreement within the SOQ will be deemed a waiver of any objection.

2. Insurance or Indemnification Exceptions

Proposers are strongly encouraged to review the insurance and indemnification requirements in the Standard Services Agreement prior to submitting a proposal. Exceptions to required insurance or indemnification language must be submitted by a Proposer as a question regarding the proposed change prior to the close of the question period for this RFQ because substantive changes made to these sections need to be considered by SANDAG prior to the proposal due date. Requests for exceptions or waivers of any of the insurance or indemnification sections of the Standard Services Agreement after the question and answer period closes will not be granted.

I. Section 10 – Financial Statements

Proposer shall include its Financial Statements, which may be submitted as a separate document. Proposer is only required to submit one copy of its Financial Statements.

VI. CONFLICTS OF INTEREST CONSIDERATIONS

A. Proposer’s Employees in Project Management Roles

The selected Proposer(s) may be tasked with assisting SANDAG with some portion of its contracting processes with third parties, such as writing scope, preparing cost estimates, reviewing invoices, or recommending the selection of supplies or services from third-party providers. If a selected proposer’s employees will have any of these types of responsibilities, its effected employees will be required to execute a Consultant in Management Support Role Conflict of Interest and Confidentiality Statement (Caltrans LAPM Exhibit 10-U), as well as provide annual financial disclosure statements required by state law to confirm that those persons do not have sources of income or gifts that will create a conflict of interest. Such employees will be prohibited from receiving gifts (tickets, meals, travel, etc.) from entities with which SANDAG may contract in combination with or as a result of the services covered by the Agreement.

B. Notice of Potential for Organizational and Financial Conflicts of Interest

SANDAG has established policies concerning conflicts of interest in contracting and prohibition against gifts by proposers to SANDAG employees. Please refer to SANDAG Board Policy Nos. 004 and 016 available at www.sandag.org/legal.

These policies apply to all Proposers and their proposed subconsultants. All http://www.sandag.org/legal

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SANDAG procurements must be conducted within the ethical standards approved by the SANDAG Board of Directors. In addition, any practices which might result in unlawful activity are prohibited, including but not limited to rebates, kickbacks, or other unlawful considerations. SANDAG staff are specifically prohibited from participating in the selection process when those staff have a close personal relationship, family relationship, or past (within the last 12 months), present, or potential business or employment relationship with a person or business entity seeking a contract. It is unlawful for any contract to be made by SANDAG if any individual Board member or staff has a prohibited financial interest in the contract.

Proposers, consultants, vendors, and agents thereof currently doing business with or planning to seek contract awards from SANDAG are strongly discouraged from giving gifts to SANDAG officers, employees, agents, or Board members who have taken or may in the future take part in contracting decisions for SANDAG. The SANDAG officers, employees, agents, and Board members shall not solicit or accept gifts, gratuities, favors, or anything of monetary value from consultants, potential consultants, or parties to subagreements that could bias their decision-making. This prohibition applies to any gift, gratuity, favor, entertainment, or loan, and includes such items as liquor, lodging, travel, food, and tickets to public functions such as sports events, theater, etc. If a person has any reason to believe a financial or organizational conflict of interest exists with regard to a particular procurement, he/she should notify the SANDAG Office of General Counsel immediately.

A Proposer is eligible for award of service contracts by SANDAG so long as the contract in question does not create an actual, potential, or apparent financial or organizational conflict of interest. A prohibited organizational conflict of interest exists when a proposer is or may be unable to render impartial, objective assistance or advice to SANDAG or where a proposer would receive an unfair competitive advantage. Examples of situations that could create such a conflict of interest are listed in Board Policy No. 016. Firms that have a conflict of interest due to performing work for SANDAG are ineligible to propose. A process for determining whether a Proposer has a conflict is set forth in Board Policy No. 016. Ineligible firms include the prime Proposer, its subconsultants, and affiliates of either. An affiliate is a firm that is subject to the control of the same persons through joint ownership or otherwise.

VII. AUDIT AND PREVAILING WAGE REQUIREMENTS

A. Pre-Award and Post-Award Audits

A pre-award and/or post-award audit may be performed for the Agreement awarded pursuant to this RFQ. The selected proposers and all of their subconsultants will be subject to audit by SANDAG or its representatives as described in this Section. All references to “consultant” in this section shall mean the selected Proposer and all of its subconsultants, and the term

Request for Qualifications (RFQ) 14 v3.10.2026

“subconsultant” shall include Bench firms if Bench firms are used. If a post-award audit is performed and SANDAG determines that a consultant’s rates are not reasonable, the consultant will be required to execute an amendment contractually lowering the rates SANDAG is required to pay and SANDAG shall be entitled to an offset against amounts it owes the consultant for the amount of any overpayment that has already occurred.

The scope of the audit will consist of such tests as the auditors consider necessary to assure that the proposer satisfactorily meets the requirements outlined in items below prior to execution of the contract.

At the time of the pre-award and/or post-award audit, the prospective consultant must demonstrate through actual historical data that its accounting system is capable of accumulating and segregating reasonable, allowable, and allocable costs. For new businesses, if actual historical data is unavailable or the accounting system is newly implemented, the system will be tested to determine whether the accounting system is adequate and, if necessary, recommend that an interim audit be performed. At a minimum, the Proposer must have an accounting system that meets the following objectives:

• The ability to record and report financial data in accordance with generally accepted accounting principles and the CFR, Title 48, FAR System, Chapter 1, Part 31.

• The ability to accumulate and segregate reasonable, allowable, and allocable costs through the use of a cost accounting system.

• A system of record keeping ensuring the costs billed to SANDAG will be supported by adequate documentation and will be in compliance with the terms of the Agreement and applicable federal and state regulations.

• Procedures to retain accounting records and source documentation as required by the terms of the Agreement.

• A system of internal control which provides reasonable assurance that assets are protected; financial data, records, and statements are reliable; and errors and irregularities are promptly discovered, reported, and corrected.

• The proposer must be financially capable of performing the work.

• The costs proposed must be reasonable.

B. State and Federal General Prevailing Wage Rates

The Agreement to be awarded from this RFQ includes a scope of work that requires job positions that are subject to the payment of prevailing wages. The prevailing wage rates for the Counties of San Diego and Imperial in effect on the date this RFQ is advertised will apply throughout the entire Agreement term and are attached as an Exhibit to this RFQ.

If federal prevailing wage requirements apply, the selected Proposer will be required to pay the highest wage as between federal and state rates. Federal

Request for Qualifications (RFQ) 15 v3.10.2026 prevailing wage rate determinations are subject to any “modification” to those wage determinations issued by the Federal Department of Labor ten working days prior to the award of the Agreement.

C. DIR Registration

Projects involving public works require registration with the DIR. Proposers will therefore be required to determine whether the scope of services it provides on particular SANDAG projects fall under a classification that would require payment of prevailing wages. Pursuant to the Labor Code, “contractors” are required to pay a $400 registration fee and register with the DIR on an annual basis. The definition of “contractor” under Labor Code Section 1722.1 includes anyone that is affected by the public work statutes found in the California Labor Code (Sections 1720-1861). These Labor Code sections include classifications for pre-construction and post-construction activities, which include electrical and cable/wiring installers, landscapers, fencers, plumbers, painters, surveyors, soil testers, and inspection related services. In addition, the Labor Code is specific that all who “engage in the performance of a public work” are required to be properly registered. If proposer anticipates that it or one of its subconsultants will perform services for SANDAG that require payment of prevailing wages, or intends to perform services that would be covered by California Labor Code, both the consultant and its applicable subconsultants are required to register with the DIR in order to be compliant with the law. Without registering, prospective consultants and subconsultants risk being barred from engaging in the performance of any contract for public work, including projects for SANDAG. In order to be eligible for award of the Agreement the Proposers and their subconsultants who are subject to payment of prevailing wages, must be registered with the DIR at the time of proposal submission.

VIII. SANDAG DISADVANTAGED BUSINESS ENTERPRISE (DBE) PROGRAM

A. Agency DBE Goals

Pursuant to 49 CFR § 26.51(h), SANDAG may not set any contract goals until the Unified Certification Program has completed the reevaluation process described in 49 CFR § 26.111.

B. Nondiscrimination

SANDAG requires all potential SANDAG proposers to comply with all applicable nondiscrimination laws and authorities, including, but not limited to: Title VI and Title VII of the Civil Rights Act of 1964, the Americans with Disabilities Act of 1990, Section 504 of the Rehabilitation Act of 1973, the Age Discrimination in Employment Act of 1963, the Age Act of 1975, and the California Fair Employment and Housing Act, as amended, and all other applicable discrimination laws. SANDAG will not tolerate illegal discrimination or harassment by its proposers or consultants.

Request for Qualifications (RFQ) 16 v3.10.2026

SANDAG, in accordance with the provisions of Title VI of the Civil Rights Act of 1964 and, 49 CFR Part 21, and 28 CFR section 50.3, hereby notifies all proposers that it will affirmatively ensure that any contract entered into pursuant to this solicitation, disadvantaged business enterprises will be afforded full and fair opportunity to submit proposals in response to this solicitation and will not be discriminated against on the grounds of race, color, or national origin in consideration for an award.

C. DBE Requirements

Pursuant to the U.S. Department of Transportation’s Interim Final Rule (IFR) (90 Fed. Reg. 47969) dated October 3, 2025, regarding DBE Program Implementation Modifications, no DBE goal was set for this Agreement. This Agreement's DBE obligations shall be administered in accordance with applicable federal law, the IFR, and 49 CFR 26, as may be amended (referred to herein collectively as "Federal DBE Law"); in the event of a conflict between this Agreement's DBE obligations (inclusive of all exhibits, attachments, forms, and documents incorporated by reference) and Federal DBE Law, Federal DBE Law shall control

Additional DBE requirements related to this solicitation are set forth in detail in the following Exhibits to the Standard Services Agreement:

• Federal Highway Administration (FHWA) Provisions (Non-Construction)

IX. PRE-SUBMITTAL ACTIVITIES

A. Questions Concerning Request for Qualifications

All questions relating to the RFQ must be received in writing via the SANDAG web-based vendor portal no later than the Deadline for Questions Regarding this RFQ listed on the cover page.

Responses to all questions received concerning this RFQ will be posted on the web-based vendor portal, which can be accessed using this address:

www.bidnetdirect.com/sandag.

All responses and all timely questions received concerning this RFQ will be posted to the web-based vendor portal at least seven calendar days prior to the SOQ due date. It is the responsibility of Proposers to check the web-based vendor portal for questions and responses related to this RFQ.

B. Pre-SOQ Meeting

A pre-SOQ meeting will be held virtually on the Pre-SOQ Meeting Date and Time listed on the cover page via Microsoft Teams. A link will be provided through the SANDAG web-based vendor portal. The pre-SOQ meeting is not mandatory.

http://www.bidnetdirect.com/sandag

Request for Qualifications (RFQ) 17 v3.10.2026

Potential Proposers and subcontractors are highly encouraged to attend the pre-SOQ meeting. It is an opportunity to learn about the Project, ask questions, and network with firms with whom you may form a team for the Project.

A summary of the questions and answers from the pre-SOQ meeting will be posted on the vendor portal website. The names, emails and phone numbers of potential Proposers that signed in and attended the pre-SOQ meeting will be posted on the web to help prime Proposers and potential subconsultants locate each other. This posting is not an endorsement by SANDAG of any of the individuals or firms listed.

C. Revision to the RFQ

SANDAG reserves the right to revise the RFQ prior to the date that SOQs are due. Revisions to the RFQ shall be posted on the web page devoted to this RFQ at least seven calendar days prior to the deadline for proposals. It is the responsibility of the Proposer to check the website for any revisions related to this RFQ.

X. SUBMITTAL REQUIREMENTS

Proposer shall submit:

All SOQ documents via the web-based vendor portal. SOQs submitted by mail, facsimile, or email in lieu of electronic copies uploaded onto the online web-based portal will not be acceptable and considered nonresponsive. Any SOQ that is missing pages or cannot be opened for any reason may be considered nonresponsive.

Proposers are responsible for fully uploading their entire SOQ before the stated deadline. It is the Proposer’s sole responsibility to contact the SANDAG bid management provider, BidNet, to resolve any technical issues related to electronic submittal, including, but not limited to, registering as a vendor, updating password, updating profiles, uploading/downloading documents, submitting an electronic SOQ, prior to the submission deadline.

A. Certifications

The SOQ and any required certifications shall be signed by an individual or individuals authorized to execute legal documents on behalf of the Proposer. A list of the documents that must be submitted with the proposal is set forth in List of Submittals Required with SOQ (RFQ Checklist).

B. Due Date and Time

The SOQ must be addressed to and received no later than the Deadline for SOQs listed on the cover page.

Failure to comply with any of the requirements of the RFQ may result in disqualification. SANDAG is not responsible for finding, correcting, or seeking clarification regarding ambiguities or errors in proposals. If a SOQ is found to

Request for Qualifications (RFQ) 18 v3.10.2026 contain ambiguities or errors, it may receive a lower score during the evaluation process. SANDAG reserves the right to disqualify a SOQ that contains clerical errors, inconsistencies, or missing information which prevent SANDAG from fully evaluating the SOQ. SANDAG may, but is not required to, seek clarification from a Proposer regarding information in a SOQ. Errors and ambiguities in SOQs will be interpreted in favor of SANDAG.

SANDAG reserves the right to waive inconsequential irregularities.

XI. PROPOSER EVALUATION AND SELECTION PROCESS

SOQs will be evaluated, negotiated, selected and any award made in accordance with the criteria and procedures described below. The approach and procedures are those which are applicable to a competitive negotiated procurement set forth by SANDAG Board Policy No. 016, which is available at www.sandag.org/legal.

SOQs will not be publicly opened.

A. Competitive Process

1. Consultant Selection and Cost Negotiations Process

SOQs will be evaluated in accordance with the criteria and procedures described herein. The approach and procedures are applicable to a competitive procurement whereby SOQs are evaluated to determine the most qualified proposer. Discussions and negotiations may then be carried out with the most qualified proposer, after which written BAFOs or FPRs may be requested. SANDAG may select a consultant for Agreement award without any discussions or negotiations or request for any FPRs. Subject to the SANDAG right to reject any or all SOQs, the Proposer whose SOQ is found to be most advantageous to SANDAG will be selected, based upon consideration of responsibility, responsiveness, and the evaluation criteria within this RFQ.

SANDAG will establish an Evaluation Committee for this RFQ and will include representatives from SANDAG, and when deemed in the SANDAG best interest, representatives of its member agencies, or individuals with experience and expertise in the related disciplines.

2. Responsiveness Review

Each SOQ will be evaluated for responsiveness. In order to be found responsive, proposer must follow the instructions of the RFQ and include sufficiently detailed information, such that the SOQ can be evaluated. Any SOQ that does not conform to the requirements of the RFQ may be rejected as nonresponsive. A nonresponsive SOQ which substantially conforms to this RFQ may, though it is not strictly responsive, be accepted if the variance cannot have given a Proposer an advantage or benefit not allowed other proposers. SANDAG, in its sole discretion, may choose to waive or not to http://www.sandag.org/legal

Request for Qualifications (RFQ) 19 v3.10.2026 waive any non-consequential deviation, including an allowance to proposers to cure issues of responsiveness by providing supplemental information within timelines set by SANDAG. Only responsive proposals will be evaluated further. See RFQ Attachment entitled List of Submittals Required with Proposal (RFQ Checklist).

3. Evaluation of Qualifications

Proposers will be evaluated on the criteria as per attached Proposer Short List Evaluation Form. SANDAG will conduct reference checks for Proposers.

Reference check results will be considered during the evaluation and selection process. Proposers will be evaluated based upon the information submitted in accordance with requirements in this Section, responsibility requirements, SOQ submittal requirements, the evaluation criteria, and compliance with all other requirements of this RFQ.

In the event that an SOQ contains conditions, exceptions, or reservations to any RFQ and/or SANDAG Agreement requirements, said conditions, exceptions, reservations, or understandings may be negotiated; however, SANDAG shall have the right to reject any and all such conditions and/or exceptions and instruct the proposer to amend its SOQ and remove said conditions and/or exceptions. Any Proposer failing to do so may cause SANDAG to discontinue negotiations with the proposer.

SANDAG reserves the right to conduct visits to Proposer’s facilities or to inspect the facilities for which proposer has supplied the same or similar services if appropriate.

4. Responsibility

Evidence that the human and physical resources are sufficient to perform the Agreement as specified and assure delivery of all deliverables within the time specified in the Agreement, to include:

Engineering, management, and service organizations with sufficient personnel and requisite disciplines, licenses, skills, experience, and equipment to complete the work as required for the Project and satisfy any engineering or service problems that may arise during the warranty period.

Evidence of satisfactory performance and integrity on contracts in making deliveries on time, meeting specifications and warranty provisions, staff availability, and steps Proposer took to resolve any judgments, liens, defects in performance, or warranty claims. Evidence shall be by client references and other sources of information available to SANDAG.

5. Interviews

The proposers whose SOQs are determined by SANDAG to be from the most qualified firms will be notified and may be invited for a private interview(s)

Request for Qualifications (RFQ) 20 v3.10.2026 and discussions with SANDAG to discuss answers to written or oral questions, clarifications, and any facet of its SOQ. Short listed Proposers will be further evaluated per the criteria as defined in attached Proposer Interview Evaluation Form.

6. Cost Proposal

The Proposer selected for negotiations will be required to submit a sealed Cost Proposal (see RFQ Attachment) following receipt of a Notice of Intent to Negotiate.