ESBD_378001_1727799624505_RFQ730-24090 ENERGY SAVINGS PERFORMANCE CONTRACT FINAL v3.pdf

RFQ730-24090

Rev Date 9/2023

REQUEST FOR QUALIFICATIONS

FOR

AGREEMENT FOR ENERGY SAVINGS PERFORMANCE SERVICES

AT THE UNIVERSITY of HOUSTON

RFQ No.: 730-24090

Posting Date: Tuesday, October 1, 2024

Qualification Due Date:

Wednesday, October 23, 2024, at 12:00 PM CT

Noon

In accordance with Texas Government Code Section § 2254.004, regarding procurement of professional services, the University of Houston System will select services provider(s) based on demonstrated competence and qualifications.

Note: Respondents should frequently check https://www.txsmartbuy.gov/esbd for RFQ updates and addenda. Copy and paste the link into your browser if you get an error message.

Submittal Drop-off Location:

University of Houston-Purchasing Department Technology Bridge

Attn: Eric Shen 5000 Gulf Freeway Bldg. 1, Room 214

Houston, TX 77204-5015

DO NOT FORGET TO INCLUDE ELECTRONIC VERSION OF SUBMISSION

https://www.txsmartbuy.gov/esbd

TABLE OF CONTENTS

SECTION 1. GENERAL INFORMATION REQUIREMENTS

1.1. General

1.2. Schedule

SECTION 2. CONTRACT AND COMPLIANCE STANDARDS

2.1. Contract

SECTION 3. REQUIREMENTS FOR SUBMISSION OF QUALIFICATIONS

3.1. Pre-Submittal Meeting

3.2. Clarification and Interpretations

3.3. Communication Restrictions

3.4. No Reimbursement or Re-Delivery

3.5. No Confidentiality

3.6. Owner’s Reservation of Rights

3.7. Historically Underutilized Business Participation

3.8. Insurance Requirements

3.9 Corporate Partnerships and Sponsorships.……………………………………………………………………….….6

3.10 Compliance with Certain State Contracting Requirements

SECTION 4. SPECIFIC REQUIREMENTS FOR SUBMISSION OF QUALFICATIONS

4.1. Failure to Comply with Requirements

4.2. Submission of Qualifications

4.3. Execution of Offer

4.4. Historically Underutilized Business Subcontracting Plan

4.5. Additional Requirements

SECTION 5. QUALIFICATIONS

5.1. General Firm Information

5.2. Evaluation of Qualifications

5.3. Criterion One: Expertise of Firm and Proposed Team….…

5.4. Criterion Two: Quality of ESPC Projects………….....………………………………………………….…………..11

5.5. Criterion Three: Methodology and Best Practices

5.6. Criterion Four: Financial Stability

EXHIBITS

A Agreement for Services

B Execution of Offer *Required*

C HUB Subcontracting Plan *Required*

D HSP Instructions

E No Boycott Certifications

F Texas Public Information Act *Required*

G Corporate Response Form

H Scope of Work and Initial Building List

GENERAL INFORMATION & REQUIREMENTS

General.

The University of Houston System (“Owner”) is soliciting statements of qualifications (each a “Qualifications”) from interested firms (each a “Respondent”) that conduct analysis of energy consumption and provide effective solutions for energy reduction (the “Services”) for facilities on the University of Houston Main campus. The number of facilities will be determined by the University.

Qualifications submitted in response to this RFQ will be reviewed based on criteria delineated in Section 5 below. The intent of the selection process is to choose the most qualified respondent(s) based on their Qualifications. Owner expects firms to assemble teams on a project by project basis, as needed, that are experienced and technically proficient to work collaboratively with University staff, other consultants, and stakeholders.

Owner anticipates entering into an Agreement for Services (as defined in Section 2.1 below) with multiple qualified firms to provide services for energy savings projects at any of the Owner’s system campuses and instructional sites listed below on an as-needed basis:

University of Houston (including Technology Bridge) 4800 Calhoun Drive Houston, TX 77004

Any contract awarded pursuant to this RFQ will have an initial term of three years, subject to Owner’s right to terminate. Owner may extend any or all of the contracts for up to two

(2) renewal terms of one (1) year each.

The details of each project will be identified in a Project Request as defined and issued pursuant to an Agreement for Services. Some projects may require more or different services and different project teams, and each project may be managed for the Owner by a different Project Manager (as defined in the Agreement for Services).

Scope of Work

The selected firm shall perform analysis, design engineering, preparation of engineering plans and specifications, installation, commissioning, monitoring and verification of savings, and management of ESPC. The scope pf work is further defined in Exhibit H.

Schedule. The following schedule has been established for this RFQ:

Request for Qualifications Posted Tuesday, October 1, 2024

Pre-Submittal Meeting Monday, October 7, 2024, at 3:00 PM CT

Questions Deadline Wednesday, October 9, 2024, at 12:00 PM CT Noon

Questions & Answers posted to ESBD TBD

Qualifications Submittal Deadline Wednesday, October 23, 2024, at 12:00 PM CT Noon

Notification of Shortlisted Firms TBD

Oral Presentations/Interviews, if held TBD

Notify Finalists TBD

Contract Negotiations Commence TBD

Contracts Signed TBD

Contract Start Date (estimated) 2/1/2025

The University will be closed the following days:

https://uh.edu/human-resources/about/uh-holiday-schedule/

Owner reserves the right to modify the above dates as necessary to accommodate other business of Owner and the schedules of members of the Selection Committee (defined in Section 5.2).

CONTRACT AND COMPLIANCE STANDARDS

Contract. Owner will contract for the Services (a “Contract”), if at all, by executing an Agreement for Services (the “Contract Form”), as it may hereafter be amended or modified in strict compliance with the requirements of all applicable laws and regulations. This form is included in Exhibit A to this RFQ and includes a detailed scope of services.

2.1.1 Any capitalized term used but not defined in this RFQ has the meaning ascribed to it in the

Contract Form. BY SUBMITTING ITS QUALIFICATIONS, RESPONDENT IS

EXPRESSLY CONSENTING TO THE TERMS, CONDITIONS, AND PROVISIONS OF

THE CONTRACT FORM. Any change or addendum to the Contract Form or use of another contract form must be reviewed and approved by the University’s Office of the General Counsel and may delay the contracting process. The request to use another contract form may also lead to rejection of Qualifications, if such form is not adopted as an exhibit or corollary document to the Agreement for Services.

REQUIREMENTS FOR SUBMISSION OF QUALIFICATIONS

Pre-Submittal Meeting: There will be a mandatory pre-submittal meeting held on Monday, October 7, 2024 at 3:00 PM CT in person at 4211 Elgin St. Houston TX 77204, General Service Building Conference Room 201. Failure to attend the mandatory pre-submittal meeting will result in disqualification.

Parking: Elgin Street Garage - 4224 Elgin St, Houston, TX 77004

Clarifications and Interpretations. Any questions or requests for clarification or interpretation shall be submitted to the Point of Contact by email on or before the Questions Deadline identified in Section 1.2. All questions and requests for clarification or interpretation will be answered as addenda to this RFQ in one posting on the Electronic State Business Daily (“ESBD”) website (https://www.txsmartbuy.gov/esbd) Copy and paste the link into your browser if you get an error message. Owner will post any other clarification to or interpretation of this RFQ that materially affects or changes its requirements as an addendum on the ESBD website. It is Respondent ’s responsibility to obtain this information in a timely manner. All such addenda issued by Owner before the Submittal Deadline are, and must be treated as, part of this RFQ, and each Qualifications must specifically acknowledge receipt of this RFQ and each addendum.

Communication Restrictions. From the date this RFQ is posted until a Respondent is selected and a Contract for the Project is executed on the Contract Form, Respondents may communicate only with the Point of Contact and not with any employee, officer, Regent, agent, representative or contractor of Owner regarding this RFQ or matters related to it; and as permitted in Section 4.4 below.

https://uh.edu/human-resources/about/uh-holiday-schedule/

No Reimbursement or Re-Delivery. Qualifications and any other information submitted by Respondents become the property of Owner and will not be returned. By submitting its Qualifications, each RESPONDENT ACKNOWLEDGES AND AGREES THAT ANY COSTS INCURRED BY

RESPONDENT IN CONNECTION WITH THIS RFQ (INCLUDING SUBMISSION OF ITS QUALIFICATIONS) IS AT

RESPONDENT’S SOLE RISK, RESPONSIBILITY, AND EXPENSE.

No Confidentiality. All information, documentation and other materials requested by Owner and/or submitted or otherwise disclosed by a Respondent (including, but not limited to, the Qualifications, the “Public Information”) are and will be deemed non-confidential and/or non-proprietary and therefore subject to public disclosure under the Texas Public Information Act (Texas Government Code, Chapter 552.001, et seq.) once a Contract is awarded. Owner strictly adheres to applicable laws, including but not limited to statutes, court decisions, and opinions of the Texas Attorney General with respect to disclosure of information and compliance with the requirements of the Texas Public Information Act. BY SUBMITTING ITS QUALIFICATIONS, A RESPONDENT SPECIFICALLY

AND EXPRESSLY RELEASES OWNER FROM LIABILITY RESULTING, AND WAIVES ANY AND ALL CLAIMS ON

BEHALF OF RESPONDENT AND ANY PERSON(S) CLAIMING BY, THROUGH OR UNDER RESPONDENT, FROM

OWNER’S DISCLOSURE OF THE PUBLIC INFORMATION.

Owner’s Reservation of Rights. Owner reserves the right to reject any or all Qualifications at any point during this selection process, and to postpone or abandon – temporarily or permanently – the projects at any time. Further, Owner reserves the right to re-post an RFQ if Owner determines such action to further and/or protect its interests. In addition to the requirements herein, Owner reserves the option to conduct additional selection steps to further establish a Respondent’s qualifications. Additional steps may include, but are not limited to, scheduled visits to the Respondent’s offices or to representative projects, and written requests for supplemental information.

Historically Underutilized Business Participation. In accordance with the State of Texas policy of encouraging the use of Historically Underutilized Businesses (“HUBs”) in state procurement, Owner will make a good faith effort to use HUBs in contracts for construction, goods and services.

Owner strives to achieve HUB program goals by contracting directly with HUBs or indirectly through HUB subcontracting opportunities. If the Owner determines that subcontracting is probable under the contract, a HUB Subcontracting Plan (“HSP”) must be completed by the Respondent and submitted with its qualifications in accordance with Texas Administrative Code (TAC) Title 34, part 1, Chapter 20 Subchapter B Section §20.14. The HSP will become a provision of any contract that results from this solicitation and the Respondent will utilize the subcontractors indicated in the HSP, unless a revision to the HSP is approved by Owner. The Respondent shall maintain business records documenting compliance with the HSP and shall submit a monthly Progress Assessment Report (“PAR”) via the University of Houston’s Contracts Compliance System, https://uh.gob2g.com/. The PAR submission shall be required as a condition for payment.

3.7.1 A successful Respondent shall report to Owner the identity and amount paid to each HUB and non-HUB subcontractor to whom the Respondent has awarded a subcontract for services.

The subcontractors listed in the PARs should be the same consultants identified in the HSP during the life of the contract. Complete the PARs Designee Form and submit with the HUB Subcontracting Plan. Information regarding the submission of the HSP required with this solicitation is included in Section 4.4 below.

Insurance Requirements. The insurance requirements for any contract awarded to pursuant to this RFQ is set forth in Article 12 of the Contract Form included in Exhibit A.

3.9 Corporate Partnerships and Sponsorships Corporate Partnerships provide increased value beyond simple purchasing agreements by leveraging the UH System’s consolidated spending power across all campuses, athletic, academic, and research strengths and other marketing assets to develop expanded and coordinated opportunities for both the UH System and its corporate partners. Corporate partners are UH System suppliers and service providers whose affiliations with https://uh.gob2g.com/ the UH System may help to expand their markets or create mutually beneficial opportunities. The UH System seeks to develop mutually beneficial opportunities with corporate partners and encourages proposers to explore ways to increase the value of the partnership between the UH System and the corporate partner. Opportunities are listed on the University of Houston Corporate Sponsorship webpage might include:

• Student Talent/ internships

• Community Programming

• Alumni Association Partnerships

• Research and Innovation

• Campus Marketing and Branding

• Athletics

Proposers should submit the University of Houston Corporate Response Form (Exhibit G) to indicate any areas of interest for additional partnership opportunities and return the completed form with their response to this solicitation, separately from their bid response, to the buyer named in this solicitation. Corporate Response Forms embedded in solicitation responses will be considered non-compliant and the proposer will be provided forty-eight (48) hours to submit a corrected solicitation response and Corporate Response Form.

Proposer interest in additional partnership opportunities will not be disclosed to the solicitation evaluation committee. Proposer interest in additional partnerships will not be utilized in scoring except by the Purchasing Department in the event of a tie between two proposers. Proposer interest in additional partnerships will not be a part of contractual negotiations. The additional partnership interests of the winning proposer will be provided to the appropriate UH System department once the contract resulting from the solicitation is fully executed. That office will assist proposers and awardees with the development and execution of these opportunities.

3.10 Compliance with Certain State Contracting Requirements.

3.10.1 Anti-Boycott of Israel. A successful Respondent will be required to certify that it is not currently engaged in, and agrees for the duration of the contract awarded pursuant to this RFQ not to engage in, the boycott of Israel as defined by Section 808.001 of the Texas Government Code.

(Exhibit E)

3.10.2 Anti-Boycott of Energy Companies. A successful Respondent will be required to certify that that it is not currently engaged in, and agrees for the duration of the contract awarded pursuant to this RFQ not to engage in, the boycott of energy companies as defined by Section 809.001 of the Texas Government Code. (Exhibit E)

3.10.3 Anti-Boycott of Firearm Entities or Firearm Trade Associations. A successful Respondent will be required to certify that that it does not have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association, or will not discriminate against a firearm entity or firearm trade association for the duration of the contract awarded pursuant to this RFQ, as defined by Section 2274.001 of the Texas Government Code. (Exhibit E)

3.10.4 Certification of No Business with Foreign Terrorist Organizations. For purposes of Section

2252.152 of the Texas Government Code, a successful Respondent will be required to certify that, at the time of the contract awarded pursuant to this RFQ neither the successful Respondent nor any wholly owned subsidiary, majority-owned subsidiary, parent company or affiliate of the successful Respondent, is a company listed by the Texas Comptroller of Public Accounts under Sections 2252.153 or 2270.0201 of the Texas Government Code as a company known to have contracts with or provide supplies to a foreign terrorist organization.

https://giveto.uh.edu/corporate-sponsorship/ https://giveto.uh.edu/corporate-sponsorship/

3.10.5 Certificate of Interested Parties. If the value of the contract awarded pursuant to this RFQ exceeds $1,000,000, a successful Respondent will be required to certify it has complied with

Section 2252.908 of the Texas Government Code and Part 1 Texas Administrative Code Sections

46.1 through 46.3 as implemented by the Texas Ethics Commission (“TEC”), if applicable, and has provided Owner with a fully executed TEC Form 1295, certified by the TEC and signed and notarized by the successful Respondent.

3.10.6 Certification of Compliance – Texas Public Information Act Contracts for $1 Million or more

(Exhibit F)

3.10.6.1 If the contract awarded pursuant to this RFQ has a value of $1,000,000 or more, then the successful Respondent shall:

3.10.6.1.1 preserve all “contracting information” as defined in Section 552.003 of the Texas Government Code related to the contract as provided by the records retention requirements applicable to Owner for the duration of the contract;

3.10.6.1.2 provide to Owner any contracting information related to the contract that is in the custody or possession of the successful Respondent on request of Owner no later than 10 business days after receiving such request from Owner; and

3.10.6.1.3 on completion of the contract, either:

3.10.6.1.3.1 provide at no cost to Owner all contracting information related to the contract that is in the custody or possession of the successful Respondent; or

3.10.6.1.3.2 preserve contracting information related to the contract as provided by the records retention requirements applicable to the Owner.

3.10.6.1.4 Furthermore, the successful Respondent agrees that the requirements of Subchapter J, Chapter 552, Government Code, may apply to the contract and the successful Respondent agrees that the contract can be terminated if the successful Respondent knowingly or intentionally fails to comply with a requirement of that subchapter.

3.10.7 Additional state contracting requirement are included in Article 14 of the Contract Form included in Exhibit A.

SPECIFIC REQUIREMENTS FOR SUBMISSION OF QUALIFICATIONS

Failure to Comply with Requirements. If Respondent fails to comply with any of the requirements in this RFQ, Respondent’s Qualifications will be considered non-responsive and will be rejected.

Below are the specific requirements of the RFQ.

Submission of Qualifications. Qualifications are due at or before Wednesday, October 23, 2024, at 12:00 PM CT Noon on the Submittal Deadline identified in Section 1.2. Qualifications received after 12:00 PM CT Noon on the Submittal Deadline will not be accepted. Qualifications must be delivered to Owner’s Point of Contact:

Eric Shen University of Houston

Purchasing Department 5000 Gulf Freeway

Building 1, Room 214 Houston, TX 77204-5015 PurchasingFPC@uh.edu

4.2.1 Owner recommends the use of a courier rather than the United States Postal Service

(USPS) for delivery of the Qualifications. Owner will not acknowledge or accept Qualifications delivered by USPS that require special handling, such as certified mail, return receipt requested, etc. Owner will not acknowledge or accept Qualifications delivered by telephone, facsimile (fax), or e-mail.

4.2.2 Qualifications must have a cover letter with complete contact information for Respondent’s principal, including direct email, phone and fax.

4.2.3 Each submission of Qualifications must be provided in hard and electronic versions as follows:

4.2.3.1 Three (3) original, signed spiral-bound counterparts of the Qualifications no longer than 30 pages each, exclusive of the cover, table of contents, divider sheets or tabs, and HUB Subcontracting Plan (defined in Section 3.7) and Letter of Commitment; and

4.2.3.2 One (1) flash drive or CD of the Qualifications in searchable PDF format no larger than 15 MB.

4.2.3.3 Failure to comply with these hard copy and electronic submittal requirements will result in disqualification.

Execution of Offer. Each submission of Qualifications must include the completed, fully executed and acknowledged Execution of Offer in form and substance identical to the form attached hereto as Exhibit B.

Historically Underutilized Subcontracting Plan.

Based on an analysis performed by Owner’s Purchasing Department, subcontracting was determined to be probable for this contract. Therefore, a Historically Underutilized Business Subcontracting Plan (“HSP”) must be submitted with a Respondents’ Qualifications. The plan should list Respondent’s expected M/WBE consultants and their respective disciplines, but percentages are NOT required on the HSP form. Instead, given the indefinite quantity and indefinite delivery nature of the services to be provided, Respondents must also submit a Letter of Commitment. Both the HSP and Letter of Commitment forms along with instructions are included in Exhibit C. Exhibit D contains the HSP tip sheet.

Respondents must return HUB documents in separate envelopes, USB, sealed, and with the reference number RFQ730-24090 AGREEMENT FOR ENERGY SAVINGS PERFORMANCE SERVICES. If you have any questions about completing the HSP, please contact the HUB Operations Department via email at hubdocs@uh.edu.

The HUB Subcontracting Goal for each contract awarded pursuant to this RFQ is 32.9%.

Successful respondents will be required to make a good faith effort to award subcontracts mailto:purchasingfpc@uh.edu mailto:hubdocs@uh.edu in at least the specified percentage of the value of the awarded contract to historically underutilized businesses over the life of the contract.

Successful respondents will be required to submit a HSP with each Project Proposal where: (a) they intend to subcontract any portion of the work; or (b) the estimated overall fee for the Project is $80,000 or more.

The HUB Operations Department offers a courtesy review. Email hubdocs@uh.edu should you request a review. Reviews may take several days and respondents are encouraged to plan accordingly.

Additional Requirements. Additional requirements of this RFQ, if any, are specified below:

N/A

QUALIFICATIONS

General Firm Information. Each Qualifications submittal should provide the following information in the order below.

Introduction and general information of Respondent:

Firm data and general qualifications;

Legal name and address(es); and Firm profile, including:

• Age

• Type of legal entity (e.g., partnership, professional, corporation, etc.)

• Firm history

• Firm size (professionals by discipline), currently and one year ago

• Any kinship or other relationship between Respondent, including its principals, officers and employees (including their relatives and business associates) and any Owner employee, officer, or Regent.

Evaluation of Qualifications. By submitting its Qualifications, Respondent accepts the evaluation process and acknowledges and accepts that determination of the “most qualified” firm(s) may require subjective judgments by Owner.

Owner will appoint representatives from the University of Houston System (the “Selection

Committee”) to review and evaluate all complete and compliant Qualifications. While the exact composition of the Selection Committee is not a matter of public information, for the purpose of this RFQ the Chair of the Selection Committee is the Point of Contact.

The Selection Committee will determine a short list (when applicable) of the most qualified

Respondents, in accordance with the criteria set forth in this RFQ. All Respondents will be notified of the short list.

If the Selection Committee elects to conduct interviews of the short-listed Respondents, the Selection Committee will notify them of the date, time and location of these interviews.

The short-listed RESPONDENT(s) may be provided an opportunity to separately walk through one or more facilities with the UHS to develop an understanding of those facilities and the opportunities for improvements in energy and water efficiency equipment or practices. UHS may also choose to have the RESPONDENT(s) conduct a Preliminary Utility Audit (PUA) during this step. (Note: even if UHS selected a short-list of mailto:hubdocs@uh.edu

RESPONDENTs rather than only one, UHS may choose to skip this stage and enter into an initial utility audit contract with more than one ESCO in order to obtain some experience with each of the respondents considered most qualified.)

Qualifications will be ranked as follows:

Selection and Rating Criteria Value

CRITERION ONE: Expertise of Firm and Proposed Team (Section 5.3) 30%

CRITERION TWO: Quality of ESPC Projects (Section 5.4) 25%

CRITERION THREE: Methodology and Best Practice (Section 5.5) 30%

CRITERION FOUR: Financial Stability (Section 5.6) 15%

Total of Weighted Value 100%

Criterion One: Expertise of Firm and Proposed Team. Relevant experience and capabilities will be judged through a review of relevant projects identified in Criterion Two and evaluated on the basis of Respondent’s experience as well as the experience of individuals in each Respondent’s Project Team, regardless of the individuals’ employment at the time of the experience described or identified in the Qualifications.

Identify or provide (as appropriate):

Single point of contact for the team and other key engineering personnel to be assigned to the projects (collectively, the “Respondent’s Project Team”). Include the telephone number, mailing address and email address of the point of contact.

Organizational chart illustrating reporting lines and names, titles and professional registrations for members of the Respondent’s Project Team.

Discussion of your firm’s experience and expertise in providing required services.

Discussion of your firm’s capability to manage one or more projects of the indicated typical sizes on an on-call basis.

Resumes for each individual on the Respondent’s Project Team and definition of that person’s role in providing the Services.

5.3.1.5.1. Certifications. Provide a list of pertinent and current professional registrations and certifications held by members of the Respondent’s Project Team.

Criterion Two: Quality of ESPC Projects. The quality of a respondent’s proposed approach will be evaluated on the basis of the following:

Provide data for no more than five (5) but no less than two (2) projects, in order of relevance, that best illustrate Respondent’s experience and current capabilities relevant to the Project (the “Representative Projects”). For each Representative Project, identify the Project Team members that have been involved firsthand in providing primary services, and provide the following information:

5.4.1.1 Project name and location

5.4.1.2 Brief project description including:

5.4.1.2.1 Size in GSF, scope and number of buildings;

5.4.1.2.2 Construction cost estimate determined by Respondent during preliminary Utility audit (PUA) and Utility Assessment Report (UAR);

5.4.1.2.3 Final construction cost;

5.4.1.2.4 Actual notice to proceed, substantial completion, and final completion dates for construction services;

5.4.1.2.5 Name of project manager (individual responsible to the owner for the overall success of the project);

5.4.1.2.6 If any member of Respondent’s proposed Project Team was directly involved, his or her name and title on such Representative Project.

5.4.1.3 For each project include

5.4.1.3.1 Approach to sustainability and sustainable practices;

5.4.1.3.2 Analysis of energy savings and GHG reductions;

5.4.1.3.3 Measurement and verification of cost savings as well as energy and greenhouse gas (“GHG”) reductions;

5.4.1.3.4 Analysis of potential risks; and

5.4.1.3.5 Ability to be responsive to the Owner’s needs.

5.5 Criterion Three: Methodology and Best Practices. Methodology and best practices will be evaluated based on, but not limited to, the following:

5.5.1 Proposed strategy and phased approach to infrastructure assessment and energy master planning;

5.5.2 Demonstration of the understanding of unique planning considerations;

5.5.3 Description of proposed work plan including time schedules;

5.5.4 Proposed plan for implementation of the program; and

5.5.5 State why Respondent’s Project Team is qualified to skillfully address the issues Respondent anticipates will be relevant to the Project. Specifically, and at a minimum, address the following:

5.5.5.1 Methods of team organization and communication; discuss how Respondent will coordinate the development of engineered solutions, the production of feasibility studies, and program management. Be specific with regard to internal and external communications, quality control, cost-estimating capabilities, specification system, and responsible individuals including their location (e.g., on-site or specific office).

5.5.5.2 Experience with and/or ability to work within an interactive review process; explain how well Respondent has performed on past projects involving interactive reviews.

Identify which, if any, of the Representative Projects, included an interactive review process with the owner, and third-party consultants.

5.5.6 Describe your procedures for implementing engineering “best practices”.

5.6 Criterion Four: Financial Stability. Financial stability will be evaluated based on Respondent’s consistent revenue stream, on pending acquisitions, loan defaults and litigation.

5.6.1 Certify that Respondent will submit an audited copy of Respondent’s financial statements for the past three (3) years if requested by Owner.

5.6.2 Provide Respondent’s annual revenue totals for the past five (5) years.

5.6.3 If Respondent is currently for sale or otherwise involved in any transaction to expand or to be acquired by another business entity, explain the impact the proposed transaction is expected to have on Respondent’s organization and operation and the staffing of the Project.

5.6.4 If Respondent is currently in default, or has received a notice of default, or will be (due to the passage of time) in default on any loan or financing agreement, specify relevant dates, circumstances, and prospects for resolution.

5.6.5 Identify and provide details of any pending or past litigation or claims filed against Respondent with respect to its performance on a project.

5.6.6 Provide a claims history under professional malpractice insurance for the past five (5) years for Respondent and any team members proposed to provide professional engineering services for the Project.

EXHIBITS. The following exhibits are incorporated are attached hereto and incorporated in by this reference:

EXHIBITS

A Agreement for Services

B Execution of Offer *Required*

C HUB Subcontracting Plan *Required*

D HSP Instructions

E No Boycott Certifications

F Texas Public Information Act *Required*

G Corporate Response Form

H Scope of Work and Initial Building List

Visit https://www.txsmartbuy.gov/esbd and under Agency/Texas SmartBuy Member Name, select

University of Houston – 730. Under Status, select Posted and click search to get a list of active

University of Houston projects. Copy and paste the link into your browser if you get an error message.