ESBD_392441_1737721912681_RFQ_CA~1.PDF

REQUEST FOR QUALIFICATIONS FOR

PROFESSIONAL SERVICES

The University of Texas at Austin

CAM Historic Context Study and Resource Survey

RFQ No.: 25PSS001 CP No.: CP2000153

Important Dates:

PRE-SUBMITTAL CONFERENCE/SITE VISIT: 1/30/2025, 2:00 PM CST

DEADLINE FOR QUESTIONS: 2/6/2025, 12:00 PM CST

Via Email

ALL RESPONSES DUE: 2/20/2025, 2:00 PM CST

Via UT Box

DATE: 1/24/2025

Prepared By:

Trina Bickford Assistant Director, Contracts

Planning, Design & Construction The University of Texas at Austin

1301 E. Dean Keeton St., FC1, Room 2.102 Austin, TX 78722

512-475-8452 Trina.bickford@austin.utexas.edu

CAM CP No.: CP2000153 25PSS001 01242025

TABLE OF CONTENTS

Section 1 - General Information and Requirements

1.1 General Information

1.2 Public Information

1.3 Type of Contract

1.4 Clarifications and Interpretations

1.5 Submission of Qualifications

1.6 Points-Of-Contact

1.7 Evaluation of Qualifications

1.8 Owner’s Reservation of Rights

1.9 Acceptance of Evaluation Methodology

1.10 No Reimbursement for Costs

1.11 Pre-Submittal Conference

1.12 Eligible Respondents

1.13 Historically Underutilized Businesses

Submittal Requirements

1.14 Certain Proposals and Contracts Prohibited

1.15 Sales and Use Taxes

1.16 Certification of Franchise Tax Status

1.17 Required Notices of Workers’

Compensation Insurance Coverage

1.18 Delinquency in Paying Child Support

1.19 State Registration of Engineering Firms

1.20 State Registration of Architectural Firms

1.21 Appropriate License and Registration

Section 2 - Executive Summary

2.1 Historical Background

2.2 Core Purpose and Mission Statement

2.3 Description, Scope and Budget

2.4 Project Planning Schedule

2.5 Selection Procedure / Description of Process

2.6 Available Resources

Section 3 - Requirements for Statement of Qualifications

3.1 Criteria One: Respondent’s Statement of

Interest, Availability to Undertake the Services, Ability to Appropriately Provide Staff and Other Resources to the Project, and Project Plan Demonstrating an Understanding of the Scope

3.2 Criteria Two: Project Team’s Ability to

Provide Services

3.3 Criteria Three: Respondent’s Performance

on Past Representative Projects

3.4 Criteria Four: Respondent’s Proposed Plan

and Schedule

Section 4 - Format for Statement of Qualifications

4.1 General Instructions

Section 5 - Attachments to the RFQ

Attachment A: Sample “AGREEMENT

BETWEEN THE BOARD OF REGENTS,

UNIVERSITY OF TEXAS SYSTEM and PROFESSIONAL SERVICES PROVIDER for

A PROJECT OF LIMITED SIZE OR SCOPE”

Attachment B: Exhibit H – Policy on Utilization, Historically Underutilized Businesses

Attachment C: 2013 Uniform General Conditions and Additional General Conditions for University of Texas at Austin Construction Contracts

Section 6 – Execution of Offer

REQUEST FOR QUALIFICATIONS FOR

PROFESSIONAL SERVICES

The University of Texas at Austin

CAM Historic Context Study and Resource Survey

SECTION 1 – GENERAL INFORMATION AND REQUIREMENTS

1.1 GENERAL INFORMATION: The University of Texas at Austin (“Owner” or

“University”), Planning, Design and Construction (“PDC”) is soliciting statements of qualifications (“Qualifications”) for selection of PROFESSIONAL SERVICES firms for the CAM Historic Context Study and Resource Survey RFQ No. 25PSS001, in accordance with the terms, conditions, and requirements set forth in this Request for Qualifications (“RFQ”).

RESPONDENTS ARE CAUTIONED TO READ THE INFORMATION

CONTAINED IN THIS RFQ AS WELL AS ATTACHED AND REFERENCED

INFORMATION CAREFULLY, AND TO SUBMIT A COMPLETE RESPONSE

TO ALL REQUIREMENTS AND QUESTIONS AS DIRECTED.

Please note: when used in this RFQ, the words “must” and “shall” indicate mandatory requirements – any exception to a mandatory requirement may be grounds for rejection of submission.

1.1.1 This RFQ is the first step in a possible two-step process for selecting a professional services provider or other firm. The RFQ provides the information necessary to prepare and submit Qualifications for consideration and initial ranking by the Owner. Based on the initial ranking, the Owner may select one or more of the top ranked qualified Respondents to attend interviews in the final step of the process.

1.1.2 Owner may request qualified Respondents attend an interview to confirm the Qualification submittal and answer additional questions. Owner will then rank the remaining Respondents in order to determine the most qualified Respondent.

1.2 PUBLIC INFORMATION: All information, documentation, and other materials submitted in response to this RFQ are considered non-confidential and/or non-proprietary and are subject to public disclosure under the Texas Public Information Act (Texas Government Code, Chapter 552.001, et seq.) after the solicitation process is completed.

1.2.1 Owner strictly complies with all statutes, court decisions, and opinions of the Texas

Attorney General with respect to disclosure of RFQ information.

1.3 TYPE OF CONTRACT: Any contract resulting from this solicitation will be in the form of the Agreement between Owner and Project Professional Service Provider for a Project of Limited Size or Scope, a copy of which is attached.

1.4 CLARIFICATIONS AND INTERPRETATIONS: Any clarifications or interpretations of this RFQ that materially affect or change its requirements will be posted by Owner as an addendum on the PDC web site https://construction.utexas.edu/minor-project-solicitations (under “Project Details (ESBD)”). Respondents are responsible for obtaining this information in a timely manner.

Requests for clarifications and answers concerning this RFQ shall be submitted by email (as shown in paragraph 1.6) no later than 2/6/2025, 12:00 PM CST. Addenda to this RFQ will be issued based on questions and other needs as may apply.

Addendums shall be acknowledged in a letter of introduction at the beginning of each of the submittal copies.

1.4.1 Respondents shall consider only those clarifications and interpretations that the Owner issues by addenda prior to the submittal deadline. Interpretations or clarifications in any other form, including oral statements, are not binding on the Owner and must not be relied on in preparing Qualifications.

1.5 SUBMISSION OF QUALIFICATIONS:

All submissions of Qualifications and HUB Subcontracting Plans received after the SUBMITTAL DEADLINE will not be considered.

1.5.1 DEADLINE AND LOCATION: Qualifications must be submitted via UT Box via the following links:

SEALED SUBMITTAL NO. 1 – Qualifications for the CAM Historic Context Study and Resource Survey RFQ No.: 25PSS001, must be received by the time and date indicated on the front sheet of this RFQ using the following link:

https://utexas.app.box.com/f/f15c138bb0274758bfd9d38e6cddb615

Note: Submittal No. 1 consists of completed Sections 3 and 6. Please save Section 3 – Requirements for Statement of Qualifications as a single .pdf document, and Section 6 – Execution of Offer as a separate single .pdf document, and submit both of these .pdf documents to the link designated for Submittal 1.

SEALED SUBMITTAL NO. 2 – HUB Subcontracting Plan (“HSP”) for the CAM Historic Context Study and Resource Survey RFQ No.: 25PSS001, saved as a single .pdf document, must be received at the time and date indicated on the front sheet of this RFQ using the following link:

https://utexas.app.box.com/f/93ac4431aa6e431386bd2f648502ccc5 https://utexas.app.box.com/f/f15c138bb0274758bfd9d38e6cddb615 https://utexas.app.box.com/f/93ac4431aa6e431386bd2f648502ccc5

Respondents are solely responsible for ensuring submittals arrive by the due date/time.

Provided all selection and contracting activities go as planned, Owner anticipates selecting the successful firm and issuing a contract with an effective date of May 2025. Owner will notify the firm upon execution of the contract and will expect work to begin immediately thereafter.

1.5.2 Qualifications, including cover letter, must be saved as a single .pdf using the following naming convention:

Respondent’s name, Submission No. 1-Qualifications, CAM Historic Context Study and Resource Survey

The Execution of Offer must be completed and signed, then saved as a single .pdf using the following naming convention:

Respondent’s name, Submission No 1-EOO, CAM Historic Context Study and Resource Survey

All addenda must be acknowledged in the cover letter for Qualifications. Qualifications and Execution of Offer must be submitted via the specified UT Box link.

1.5.3 The completed and signed HSP must be saved as a single .pdf document and submitted separately from the SOQ via the specified UT Box link using the following naming convention:

Respondent’s name, Submission No. 2-HSP, CAM Historic Context Study and Resource Survey

1.5.4 Responses received after the submittal deadline will not be opened or considered.

1.5.5 Owner will not accept Qualifications that are delivered by telephone, fax, e-mail or electronic “drop boxes” other than those specified in this RFQ.

1.5.6 Properly submitted Qualifications will be acknowledged publicly and the names of the

Respondents will be read aloud after the submittal deadline indicated on the front sheet of this RFQ. The RFQ opening will be held via Zoom.

Join Zoom Meeting https://utexas.zoom.us/j/97457896511 Meeting ID: 974 5789 6511 One tap mobile +13462487799,,97457896511# US (Houston)

+17193594580,,97457896511# US

Dial by your location

• +1 346 248 7799 US (Houston)

• +1 719 359 4580 US

https://utexas.zoom.us/j/97457896511

Sign in sheet for attendance at opening:

The sign in sheet will be posted the day of the opening at https://construction.utexas.edu/minor-project-solicitations

1.6 POINTS-OF-CONTACT: Any questions or concerns regarding this RFQ shall be submitted via email to:

FOR CONTRACTUAL AND OTHER QUESTIONS, CONTACT:

Trina Bickford Assistant Director, Contracts Planning, Design & Construction The University of Texas at Austin 1301 E. Dean Keeton St., Suite 2.102* Austin, TX 78712 email: trina.bickford@austin.utexas.edu

FOR HUB ISSUES, CONTACT:

Historically Underutilized Business and Small Business Office 1616 Guadalupe, UTA 3.3.06, D8750* Austin, TX 78712 email: uthub-hsp@austin.utexas.edu

*PLEASE NOTE: PDC and the HUB/SB Office work remotely, and staff may not be available on site or able to answer calls immediately at the numbers listed. The University specifically requests that Respondents restrict all contact and questions regarding this RFQ to the above-named individuals VIA EMAIL.

ELECTRONIC UPDATES TO THE RFQ AND THE ADDENDA ARE POSTED ON

THE PDC WEBSITE PROPOSAL SOLICITATION CALENDAR LOCATED AT:

https://construction.utexas.edu/minor-project-solicitations

1.7 EVALUATION OF QUALIFICATIONS: Evaluation of Qualifications shall be based on the requirements described in this RFQ. All properly submitted Qualifications will be reviewed, evaluated, and ranked by the Owner. The top ranked Respondents may be selected by the Owner to participate further in the selection process.

1.7.1 Qualifications shall not include any information regarding Respondent’s fees, pricing, or other compensation.

1.8 OWNER’S RESERVATION OF RIGHTS: Owner may evaluate Qualifications based on the anticipated completion of all or any portion of the services. Owner reserves the right to divide the services into multiple parts, to reject any and all Qualifications and re-solicit for new Qualifications, or to reject any and all submittals and temporarily or permanently abandon the project. Owner makes no representations, written or oral, that it will enter into any form of agreement with any Respondent to this RFQ for any services and no such representation is intended or should be construed by the issuance of this RFQ.

https://construction.utexas.edu/minor-project-solicitations https://construction.utexas.edu/minor-project-solicitations mailto:trina.bickford@austin.utexas.edu mailto:uthub-hsp@austin.utexas.edu https://construction.utexas.edu/minor-project-solicitations

1.9 ACCEPTANCE OF EVALUATION METHODOLOGY: By submitting

Qualifications in response to this RFQ, Respondent accepts the evaluation process and acknowledges and accepts that determination of the most qualified Respondent(s) will require subjective judgments by Owner.

1.10 NO REIMBURSEMENT FOR COSTS: Respondent acknowledges and accepts that any costs incurred from the Respondent’s participation in this RFQ process shall be at the sole risk and responsibility of the Respondent.

1.11 PRE-SUBMITTAL CONFERENCE: A non-mandatory but highly recommended pre-submittal conference will be held virtually on 1/30/2025 at 2:00 PM CST

Please follow the Zoom link below:

Join Zoom Meeting https://utexas.zoom.us/j/99253471943

Meeting ID: 992 5347 1943 One tap mobile +13462487799,,99253471943# US (Houston)

+16694449171,,99253471943# US

Dial by your location

• +1 346 248 7799 US (Houston)

• +1 669 444 9171 US

The sign in sheet for the pre-submittal conference will be posted the day of the meeting at https://construction.utexas.edu/minor-project-solicitations for virtual attendees.

ATTENDANCE AT THE PRE-SUBMITTAL CONFERENCE IS OPTIONAL BUT

HIGHLY RECOMMENDED. The pre-submittal meeting with Owner’s representatives will be held to discuss specific procedures, examples, project special conditions, HUB participation and other pertinent details. At this meeting, Respondents will have an opportunity to ask questions regarding this RFQ for inclusion in any addenda.

1.12 ELIGIBLE RESPONDENTS: Only individual firms or lawfully formed business organizations may apply. Owner will contract only with the individual firm or formal organization that submits Qualifications.

1.13 HISTORICALLY UNDERUTILIZED BUSINESSES SUBMITTAL

REQUIREMENTS: The policy of The University of Texas System, and each of its component institutions, is to promote and encourage contracting and subcontracting opportunities for Historically Underutilized Businesses (“HUBs”) in all contracts.

Accordingly, PDC has adopted Exhibit H, Policy on Utilization of Historically Underutilized Businesses (the “Policy”) (see attached). The Policy applies to all contracts with an expected value of $100,000 or more. If PDC determines that subcontracting https://utexas.zoom.us/j/99253471943 opportunities are probable, then a HUB Subcontracting Plan (“HSP”) is a required element of the Qualifications. Failure to submit a required HSP will result in rejection of the Qualifications.

1.13.1 STATEMENT OF PROBABILITY: PDC has determined that subcontracting opportunities are probable in connection with this solicitation. Therefore, an HSP developed and administered in accordance with the Policy is required as a part of the Respondent's Qualifications.

1.13.2 The Statement of Probability determines the probability for subcontracting opportunities.

This determination clarifies which attachments must completed and returned.

1.13.3 Submit the completed and signed HSP, apart from the submittal of Qualifications, via the UT Box link provided

1.13.4 A minimum of 23.7% of the contracted amount is targeted for participation of HUBs.

Qualified HUBs must be currently registered with the State of Texas Comptroller’s Statewide Procurement Division to meet the Owner’s participation goals. 23.7% is a GOAL, however, lesser percentages of HUB participation will not affect evaluation of a Respondent provided ALL required “Good Faith Effort” have been achieved and approved.

1.14 CERTAIN PROPOSALS AND CONTRACTS PROHIBITED: Under Section

2155.004, Texas Government Code, a state agency may not accept a proposal or award a contract that includes proposed financial participation by a person who received compensation from the agency to participate in preparing the specifications or request for proposals on which the proposal or contract is based. Respondents must certify their eligibility by acknowledging the following statement, "Under Section 2155.004, Government Code, Respondent certifies that the individual or business entity named in this solicitation or contract is not ineligible to receive the specified contract and acknowledges that any awarded contract may be terminated and payment withheld if this certification is inaccurate." If a state agency determines that an individual or business entity holding a state contract was ineligible to have the contract accepted or awarded as described above, the state agency may immediately terminate the contract without further obligation. This section does not create a cause of action to contest a proposal or award of a state contract.

1.15 SALES AND USE TAXES: Section 151.311, Texas Tax Code, as amended effective

October 1, 1993, permits the purchase free of state sales and use taxes of tangible personal property to be incorporated into realty in the performance of a contract for an improvement to realty for certain exempt entities that including the Owner. The section further permits the purchase tax-free of tangible personal property (other than machinery or equipment and its accessories and repair and replacement parts) for use in the performance of such a contract if the property is "necessary and essential for the performance of the contract" and "completely consumed at the job site." In addition, the section permits the purchase tax-free of a tangible service for use in the performance of such a contract if the service is performed at the job site and if "the contract expressly requires the specific service to be provided or purchased by the person performing the contract" or "the service is integral to the performance of the contract."

1.16 CERTIFICATION OF FRANCHISE TAX STATUS: Respondents are advised that the successful Respondent will be required to submit certification of franchise tax status as required by State Law (H.B. 175, Acts 70th Leg. R.S., 1987, Ch. 283, p. 3242). The successful Respondent agrees that each subcontractor and supplier under contract must also provide a certification of franchise tax status.

1.17 REQUIRED NOTICES OF WORKERS' COMPENSATION INSURANCE

COVERAGE: The Texas Workers' Compensation Commission has adopted rule 28 TAC, sec. 110.110 relating to REPORTING REQUIREMENTS FOR BUILDING OR CONSTRUCTION PROJECTS FOR GOVERNMENTAL ENTITIES. The rule applies to all building or construction contracts advertised for bid on or after September 1, 1994.

The rule implements sec. 406.096, Texas Labor Code, which requires workers' compensation insurance coverage for all persons providing services on a building or construction project for a governmental entity. The requirements of the rule are set forth in the Uniform General and Supplementary General Conditions for University of Texas at Austin Building Construction Contracts (attached).

1.18 DELINQUENCY IN PAYING CHILD SUPPORT: Under Section 231.006, Texas

Family Code, Respondent certifies that the individual or business entity named in this solicitation and/or any resulting contract is not ineligible to receive the specified grant, loan, or payment and acknowledges that contract may be terminated, and payment may be withheld if this certification is inaccurate.

1.19 STATE REGISTRATION OF ENGINEERING FIRMS: Respondents are advised that the Texas Board of Professional Engineers requires that any entity providing engineering services to the public must register with the Texas Board of Professional Engineers. An entity is defined as a sole proprietorship, firm, partnership, corporation or joint stock association.

1.20 STATE REGISTRATION OF ARCHITECTURAL FIRMS: Respondents are advised that the Texas State Board of Architectural Examiners requires that any firm or business entity providing architectural services to the public, other than a sole proprietor doing business under his/her name, must annually register with the Texas Board of Architectural Examiners, 333 Guadalupe Street, Suite 2-350, Austin, TX 78701, 512-305-9000, which has jurisdiction over licensed individuals under the Architects’ Registration Law, Chapter 1051, Texas Occupations Code. An entity is defined as a sole proprietorship, firm, partnership, corporation or joint stock association.

1.21 APPROPRIATE LICENSE AND REGISTRATION: All firms and individuals providing professional services for the Owner shall adhere to all current applicable laws, regulations, and requirements of the State of Texas in the performance of their services.

SECTION 2 – EXECUTIVE SUMMARY

2.1 HISTORICAL BACKGROUND:

The University of Texas at Austin (the University), established September 15, 1883, is the flagship public research institution of the University of Texas System and with a staff of approximately 23,000 full time and part time employees and approximately 3,000 faculty members, supports more than 53,000 students through 19 top-ranked colleges and schools, and 74 departments. The mission of the University is to achieve excellence in the interrelated areas of undergraduate education, graduate education, research, and public service. The University provides superior and comprehensive education opportunities at the baccalaureate through doctoral and special professional levels. The University contributes to the advancement of society through research, creative activity, scholarly inquiry and the development of new knowledge. The University preserves and promotes the arts, benefits the state’s economy, serves the citizens through public programs and provides other public services.

The University has over 20 million gross square feet of floor space in buildings located on the main research and teaching campus, remote research campuses and several additional specialized sites, under the oversight of Planning, Design and Construction (PDC), a division of Campus Operations. PDC’s mission is to construct, renovate, and sustain enduring facilities by managing planning, design and construction projects in a manner that supports the educational, research, and public service goals of the university and exceeds the expectations of students, faculty, and staff. More than 190 PDC employees serve the University community, providing services for all programming, design, construction and renovation projects.

The University’s facilities include the Main Campus covering approximately 431 acres; the JJ Pickle Research Center (PRC) and the West Pickle Research Campus (WPR), both located in northwest Austin; the Montopolis Research Center located in south Austin, the McDonald Observatory (MCD) located in west Texas and the Marine Science Institute (MSI) located in south Texas as well as other smaller research campuses statewide.

Like the state it calls home, the University is a bold ambitious leader. As a leading research university, the University attracts more than $650 million annually for discovery. Amid the backdrop of Austin, Texas, a city recognized for its creative and entrepreneurial spirit, the University provides a place to explore countless opportunities for tomorrow’s artists, scientists, athletes, doctors, entrepreneurs and engineers.

Campus Development When the University opened in 1883, a ceremony was held in the first campus building on a grassy hill in the middle of 40 acres reserved for the University when Austin was laid out as the state capitol nearly 50 years earlier. Now referred to as Old Main and no longer extant, that single gothic building served all of the needs of the campus at the time, including classrooms, offices, library, auditorium and gymnasium. The University quickly expanded enrollment and the associated need for additional facilities.

In 1910, Cass Gilbert was appointed the first architect for the University and through the two buildings he completed on campus (now known as Battle Hall and Sutton Hall), established the features and material palette of future campus buildings. These buildings are in a Beaux-Arts Spanish-Mediterranean style with smooth ashler stone, brick, clay tile roofs with wide eaves and arched openings.

The campus footprint soon began to expand beyond the original 40 acres, growing first to the east and north. The resulting accumulation of buildings, some temporary and some permanent, were located without sufficient consideration for the overall development of the campus. Given Gilbert’s unsuccessful efforts to develop a campus master plan, the University engaged Philadelphia-based French architect Paul Phillipe Cret. Cret’s 1933 campus master plan immediately influenced the layout and design of buildings.

Cret’s master plan provided a rational layout of buildings, roads and pathways on both the original 40 acres and the expanded campus, creating malls and plazas from the central Main Building and Tower, taking advantage of natural breezes and making Waller Creek (then located on the eastern edge of campus) an amenity. The plan included a commonality of materials inherited from Gilbert including stone and clay tile roofs as well as open spaces and malls. Interest was created by designing buildings with different forms and towers.

Although created during the Depression, the University was able to implement the plan as oil had recently been discovered on West Texas lands held by the University Permanent Fund. Cret’s master plan and the buildings he designed in the 1930s compose the University’s densest concentration of historic buildings, many of which determined to be eligible for listing in the National Register of Historic Places on an ad hoc basis. The University has continued to expand its campus footprint, building stock and reputation since Cret’s era. Major building booms occurred in the 1950s-1970s, and in the 2000s- 2020s.

The University also acquired properties beyond the Main Campus including the J. J. Pickle Research Campus (PRC). The oldest buildings at PRC were constructed as a magnesium plant by the federal government during World War II. The University leased PRC from 1945 to 1949, at which time the University purchased the property. PRC has served as a closed research campus for various entities including the War Research Laboratory, the Applied Research Laboratories, and the Electrical Engineering Research Laboratory, along with many others.

2.2 PRIORITIES:

A few campus buildings have been listed in the National Register of Historic Places, but no comprehensive context study and survey of Main Campus and other satellite properties owned by the University (including PRC) has been undertaken to date. The University’s 2012 Master Plan included categorization of historic Main Campus buildings but quickly became outdated and did not include properties at PRC.

A context study and historic resources survey will allow the University to better understand the architectural and historical significance of its buildings, cultural landscapes, sites, structures and objects, to better inform decision making and stewardship. A current inventory of extant cultural assets is important for both current and future property management.

The selected firm must have experience in preparing historic context studies and historic resources surveys. The proposed team must demonstrate that the project manager and applicable staff meet the Secretary of the Interior’s Professional Qualification Standards (reference: 36 CFR Part 61) for history or architectural history, and must have a minimum of 10 years of relevant experience as documented in resumes submitted as a part of response.

2.3 DESCRIPTION AND SCOPE:

The selected firm must meet with University staff at the outset of the project to discuss the context study and obtain research material. Communication by the selected firm with University staff must continue throughout the project. Research must be conducted at University and local repositories, including but not limited to the Briscoe Center for American History, Alexander Architectural Archive and the Austin History Center, to obtain information from additional primary and secondary sources and allow the selected firm to prepare a history of the properties and their physical evolution. Research materials collected may include, but are not limited to, historic photographs, historic maps, oral histories and other available documentation describing the history of the Main Campus and PRC, and their various owners, occupants and users. The collected information will allow the selected firm to prepare the Historic Context Study.

The selected firm must conduct separate comprehensive, reconnaissance-level surveys of the built environment of Main Campus and of PRC. The historic resources surveys must be completed in accordance with the requirements of the Texas Historical Commission including the Texas Historical Commission Historic Resources Survey Manual. The survey must be completed by the selected firm and approved by the University as well as Texas Historical Commission staff. Resources must be photographed using a digital camera and must adhere to National Park Services (NPS) and Texas Historical Commission (THC) photo guidelines and policies.

The reconnaissance-level investigation must document the character defining features of every resource within the identified boundaries, regardless of condition, age and/or date of construction, for all resources constructed prior to 1980. The field crew must ascertain how the buildings, objects, cultural landscapes and structures have changed over time and how the alterations have affected the ability to convey a sense of the past and the overall character of the property. The results of the field surveys will provide data to the selected firm, to generate a comprehensive inventory of resources on the property, to classify each building/structure/object as a contributing or non-contributing element and to describe salient and character defining features.

Deliverables:

The required deliverables must be provided in electronic format and must be consistent with NPS guidelines. An ESRI Collector application of the Texas Historical Commission Survey Form must be created for the survey. This platform, accessible through the internet, facilitates the survey in the field via phone, tablet or laptop. Once uploaded, the survey must be mapped instantaneously along with the site photography.

Throughout the process, the selected firm must coordinate with University staff to discuss the project as needed. The selected firm must provide University staff drafts as outlined below, allowing the University an opportunity to review and provide valuable feedback on the context study and survey to ensure accurate and complete information. The selected firm must also coordinate with the THC’s National Register and Survey Coordinators to assure work meets the appropriate requirements.

The following tasks are anticipated to be completed in a ten-month period from the effective date of the awarded contract; a general timeline must be submitted as a part of qualifications and a detailed timeline must be submitted by the firm selected as the most qualified, when submitting their pricing proposal:

Task 1: Project Management The selected firm must coordinate project activities with team members responsible for carrying out project tasks while ensuring tasks are completed within scope, budget and schedule. Project kick off, schedule and coordination of tasks and deliverables must be completed in consultation with University staff.

Task 2: Background Research The selected firm must research any and all-important themes related to the history of the architects, architecture, campus development and the various fields of education associated with Main Campus, and identify associated resources. Research should be organized into thematic groups.

Separately, consultant must research any and all-important themes related to the history of architects, architecture and the various periods of development at Pickle Research Campus and associated World War II efforts and research laboratories. Research should be organized into thematic groups.

Task 3: Survey Documentation The selected firm must prepare a Research Design Report for review and approval prior to beginning survey work. The selected firm must survey all resources constructed prior to 1980 within the boundaries, and verify the integrity of the resources associated with the developed historic context described in Task 2. Documentation of each resource must include the completion of the survey form noting building address, legal description, massing elements, materials, character defining features, condition and integrity at a minimum. Digital photographs must be included. The location of resources must be GIS-based and mapped on USGS topographical maps.

Task 4: Recruit Advisory Board of Local Experts for Review of Context Documentation In consultation with the University, the selected firm must identify and recruit an advisory committee of local experts to review and comment on the Historic Context Statement research and documentation.

Task 5: Complete Historic Context Documentation The selected firm must complete a minimum of two Historic Contexts (at least one each for Main Campus and for Pickle Research Campus) based on guidance set forth in “NPS White Paper: The Components of a Historic Context” and Section III.E. of “How to Complete the National Register Multiple Property Document”. This document will facilitate the evaluation of individual properties by comparing the properties with resources that share similar physical characteristics and historical associations. The documents must provide a discussion of associated property types and identify previously recorded and National Register listed, or newly identified eligible properties.

The historic contexts must be based on the research and analysis from Task 2 and must highlight important themes associated with the history of the University. Properties that represent and illustrate specific themes should be identified.

This thematic approach will provide the University with essential information for historic preservation planning purposes. The selected firm must evaluate identified properties on a comparative basis and establish preservation priorities based on historical significance.

The Historic Context Statements will also provide analysis serving as the basis for establishing historic significance and evaluating historic and architectural integrity.

Significance will be determined based on how identified properties meet standard National Register Criteria A-D and Criteria Considerations A-G based on the established historic context established in the study. Integrity will likewise be based on an assessment of how identified properties meet the National Register’s seven aspects of integrity (design, materials, workmanship, feeling, association, location and setting).

The documentation form must include geographical data that will define the limits of where associated property types exist. A bibliography of sources used for the study must also be included.

A complete list of identified resources must be completed as an MS Excel spreadsheet which may be sorted by theme. The spreadsheet must include, at a minimum, resource name, address, ward, ownership, designation status and associated theme(s).

The Historic Context Study must be submitted in a graphically pleasing format suitable for distribution to the public.

Task 6: Public Presentation The selected firm must present the draft results of the research and documentation project at a public meeting; date, time and location of the meeting will be determined in consultation with the University.

Task 7: Consultation with the University and the Texas Historical Commission The selected firm must conduct ongoing consultations with the University and the Texas Historical Commission on a mutually agreeable schedule to be determined. If issues arise with the Context Study and/or individual National Register nominations throughout the course of this project, the selected firm must work to affect an acceptable resolution.

2.4 PROJECT PLANNING SCHEDULE:

Issue RFQ 1/24/2025 Presubmittal Conference via Zoom 1/30/2025 at 2:00 PM CST Deadline for questions/requests for clarification via email 2/6/2025 at 12:00 PM CST Addendum issued (approx.) 2/10/2025 Deadline for submission of Qualifications via UT Box (Submittal 1 and Submittal 2)

2/20/2025 at 2:00 PM CST

Short listed firms notified (approx.) 3/11/2025 Interviews held for short listed firms (approx.) 3/17/2025 Selection of successful Respondent (approx.) 3/19/2025 Request for Proposal issued to successful Respondent (approx.) 3/26/2025 Award of contract to successful Respondent (approx.) 5/12/2025 Start date for services (approx.) May 2025

2.5 SELECTION PROCEDURE / DESCRIPTION OF PROCESS:

• Selection committee will evaluate the submittals. If interviews are required to assist in making the selection, those firms will be notified. Interviews, if required, may be conducted virtually via Zoom or in person on the University campus.

• The University reserves the right to request additional information or clarification from any or all Respondents; those short listed after initial selection; or those to be interviewed (if applicable).

• The University reserves the right to reject any or all qualifications at any point during this selection process.

• The University anticipates conducting interviews, including presentations, with a short list of respondents.

2.6 AVAILABLE RESOURCES:

Available to all Respondents:

• UT Austin Design Standards:

https://construction.utexas.edu/design-and-construction-standards

• Planning, Design and Construction web site:

https://construction.utexas.edu/ https://construction.utexas.edu/design-and-construction-standards https://construction.utexas.edu/

SECTION 3 – REQUIREMENTS FOR STATEMENT OF QUALIFICATIONS

Respondents are requested to submit (as a part of Submittal 1) Qualifications presenting Respondent’s qualifications and understanding of the work to be performed. Respondents must address all requirements of, and provide specific information requested for each evaluation criteria.

Qualifications must be concise but thorough and detailed to allow proper evaluation of Respondent’s capabilities to provide the required services.

General Information (all information must be completed):

Provide the following information for Respondent:

Legal name of the company as registered with the State of Texas:

Address of the office proposed to provide services:

Number of years in business:

Type of operation (individual, partnership, corporation, joint venture, etc.):

Number of employees by skill group:

Annual revenue totals for the past ten (10) years:

Describe the Respondent’s financial stability in general and confirm willingness to provide financial statements if requested:

Is Respondent currently for sale or involved in any transaction to expand or to become acquired by another business entity? If yes, please explain the impact both in organizational and directional terms. Yes No

Provide any details of all past or pending litigation or claims filed against Respondent that would affect performance under a contract with the Owner:

Is Respondent currently in default on any loan agreement or financing agreement with any bank, financial institution, or other entity? If yes, specify date(s), details, circumstances, and prospects for resolution. Yes No

Does any relationship exist by relative, business associate, capital funding agreement, or any other such kinship between any member of the Respondent or any sub-consultant, to any Owner employee, officer or member of the University of Texas System Board of Regents? If so, please explain.

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

3.1 CRITERIA ONE: RESPONDENT’S STATEMENT OF INTEREST,

AVAILABILITY TO UNDERTAKE THE SERVICES, ABILITY TO

APPROPRIATELY PROVIDE STAFF AND OTHER RESOURCES TO THE

PROJECT, AND PROJECT PLAN DEMONSTRATING AN UNDERSTANDING

OF THE SCOPE (20 POINTS)

3.1.1 Provide a statement of interest for the services including a narrative describing the qualifications as they pertain to this particular solicitation for the Respondent and sub-consultants, if any.

3.1.2 Provide a statement on the availability and commitment of the Respondent and its principal(s) and the assigned professionals to undertake the services proposed in this solicitation.

3.1.3 Provide a brief history of the Respondent and each subconsultant, if any, proposed to undertake the services described in this solicitation.

3.1.4 Provide a graphic representation of the Respondent’s proposed team, identifying members of the Prime Firm and any subconsultants proposed for this solicitation.

3.2 CRITERIA TWO: PROJECT TEAM’S ABILITY TO PROVIDE RELEVANT

SERVICES (50 POINTS)

3.2.1 The Respondent’s ability to provide services relevant to this solicitation will be evaluated on the basis of the experience of those individuals proposed for the project team, including subconsultants, regardless of the firm with whom the individual was associated when the submitted experience was conducted. Current capabilities of the team will be evaluated on the basis of the experience and capacity (current workload and availability) of the individuals assigned. State of Texas registration of key team involved in project will be required wherever applicable.

a. Identification of the single point of contact for the Professional Services team.

b. Identification of key personnel to be assigned to the project, including the percentage of time each team member is proposed to work on the project, their role in the project and their commitment to remain on the project through conclusion.

c. Identification of subconsultants, as appropriate, including their proposed role on the project team.

d. Organizational chart illustrating reporting lines and names and titles for proposed key participants and each of the proposed subconsultants.

e. Resumes for each key individual proposed for the project team and each sub-consultant, and definition of that person's role in each stage of the project. Include each individual’s experience with similar projects, the number of years with the firm, and city of residence.

f. No substitutions of any team members or subconsultants may be made without prior approval by the University. Specific individuals for the prime and sub-consultant firms, if any, proposed by Respondent are expected to be assigned to the project, should the Respondent be selected.

3.2.2 Describe the basis for the selection of proposed subconsultants included in the team proposed for this project (if any) and the role each will play.

3.2.3 Describe the Respondent’s methodology for working with subconsultants and integrating them into the process.

3.3 CRITERIA THREE: RESPONDENT’S PERFORMANCE ON PAST

REPRESENTATIVE PROJECTS (15 POINTS)

3.3.1 List a maximum of three (3) projects for which the Respondent has provided services within the past five years that are most related to this solicitation. List the projects in order of priority, with the most relevant project listed first. Provide the following information for each project listed:

• Project name and location.

• Project description.

• Project owner, including complete contact information.

• Description of Respondent’s contracted responsibility for the project

(prime professional, joint venture, or consultant).

• Describe the professional services the Respondent provided for the project.

• Describe how the project is similar and why the services provided are most relevant to the project described in this solicitation.

• Describe novel approaches by the Respondent in orchestrating the study/survey and/or providing deliverables which are most relevant to the project described in this solicitation.

• Representative of the Respondent responsible for coordinating the portion of the work most relevant to the project described in this solicitation.

• References for each project listed, identifying the following:

o The Owner’s representative who served as the day-to-day liaison during the phase of the project most relevant to the project described in this solicitation, including a contact phone number.

• Length of business relationship with the project Owner.

References shall be considered relevant based on the specific project participation and experience of the Respondent. The Owner may contact references during any part of this process. The Owner reserves the right to contact any other references at any time during the RFQ process.

For each reference project, identify which proposed team member that worked on the project and their role.

3.3.2 For each member of the team proposed for researching and writing the Historic Context Study, provide an example of a Historic Context Study the team member produced and an example of the survey work the proposed team member produced.

Examples must be for projects completed within the last five years.

3.4 CRITERIA FOUR: RESPONDENT’S PROPOSED PROJECT PLAN AND

SCHEDULE (15 POINTS)

3.4.1 Provide proposed project plan, detailing approach to the project described in this solicitation.

3.4.2 Provide proposed timeline for completion of project, detailing the start and end dates for each task.

SECTION 4 – FORMAT FOR STATEMENT OF QUALIFICATIONS

4.1 GENERAL INSTRUCTIONS:

4.1.1 Qualifications shall be prepared SIMPLY AND ECONOMICALLY, providing a straightforward, CONCISE description of the Respondent's ability to meet the requirements of this RFQ. Emphasis shall be on the QUALITY, completeness, clarity of content, responsiveness to the requirements, and an understanding of Owner's needs.

4.1.2 Respondents shall carefully read the information contained in this RFQ and submit a complete response to all requirements and questions as directed. Incomplete Qualifications shall be considered non-responsive and may be subject to rejection.

4.1.3 Qualifications and any other information submitted by Respondents in response to this

RFQ shall become the property of the Owner.

4.1.4 Owner will not compensate Respondents for any expenses incurred in Qualifications preparation or for any presentations that may be made, unless agreed to in writing in advance or required by law. Respondents submit Qualifications at their own risk and expense.

4.1.5 Qualifications which include conditional clauses, alterations, items not called for in the

RFQ documents, or irregularities of any kind are subject to rejection by Owner, at its option.

4.1.6 Owner makes no representations of any kind that an award will be made as a result of this

RFQ. Owner reserves the right to accept or reject any or all Qualifications, waive any formalities or minor technical inconsistencies, or delete any item/requirements from this RFQ when deemed to be in Owner's best interest.

4.1.7 Qualifications must address questions identified in Section 3 of the RFQ. Repeating the question in the Qualifications is not required; however, the question number must be referenced with the corresponding answer.

4.1.8 Failure to comply with all requirements contained in this RFQ may result in the rejection of Qualifications.

4.1.9 Additional attachments shall NOT be included with Qualifications. Only the responses provided by Respondent to Section 3 of this RFQ will be used by the Owner for evaluation.

4.1.10 Submittals shall include a “Table of Contents” and give page numbers for each part the

Qualifications.

4.1.11 Number all pages of the submittal sequentially using Arabic numerals (1, 2, 3, etc.); the

Respondent is not required to number the pages of the HUB Subcontracting Plan.

SECTION 5 - ATTACHMENTS TO THE RFQ

The following attachments are incorporated into this RFQ:

Attachment A Sample AGREEMENT BETWEEN THE BOARD OF REGENTS, UNIVERSITY OF TEXAS SYSTEM and PROFESSIONAL SERVICES PROVIDER for A PROJECT OF LIMITED SIZE OR SCOPE

Attachment B Exhibit H - Policy on Utilization, Historically Underutilized Businesses

Attachment C General Conditions for Standard Professional Services; 2013 Uniform General; and Additional General Conditions for University of Texas at Austin Building Construction Contracts

SECTION 6

EXECUTION OF OFFER

for

CAM Historic Context Study and Resource Survey for The University of Texas at Austin

6.1 THIS EXECUTION OF OFFER MUST BE COMPLETED, SIGNED, AND

RETURNED WITH RESPONDENT'S QUALIFICATIONS. RESPONDENT’S

COMPANY OFFICIAL(S) WHO ARE AUTHORIZED TO COMMIT TO SUCH A

SUBMITTAL MUST SIGN SUBMITTALS. FAILURE TO COMPLETE, SIGN

AND RETURN THIS EXECUTION OF OFFER WITH THE QUALIFICATIONS

MAY RESULT IN REJECTION OF THE QUALIFICATIONS.

6.2 SIGNING A FALSE STATEMENT MAY VOID THE SUBMITTED

QUALIFICATIONS OR ANY AGREEMENTS OR OTHER CONTRACTUAL

ARRANGEMENTS, WHICH MAY RESULT FROM THE SUBMISSION OF

RESPONDENT’S QUALIFICATIONS, AND THE RESPONDENT MAY BE

REMOVED FROM ALL BIDDERS LISTS AT THE UNIVERSITY. A FALSE

CERTIFICATION SHALL BE DEEMED A MATERIAL BREACH OF

CONTRACT AND, AT THE UNIVERSITY'S OPTION, MAY RESULT IN

TERMINATION OF ANY RESULTING CONTRACT OR PURCHASE ORDER.

6.3 By signature hereon, Respondent acknowledges and agrees that (1) this RFQ is a solicitation for submittal of Qualifications and is not a contract or an offer to contract; (2) the submission of Qualifications by Respondent in response to this RFQ shall not create a contract between the University and Respondent; (3) The University has made no representation or warranty, written or oral, that one or more contracts with the University will be awarded under this RFQ; and (4) Proposer shall bear, as its sole risk and responsibility, any cost which arises from Respondent's preparation of a response to this

RFQ.

6.4 By signature hereon, Respondent offers and agrees to furnish to the University the products and/or services more particularly described in its Qualifications and to comply with all terms, conditions and requirements set forth in the RFQ documents and contained herein.

6.5 By signature hereon, Respondent affirms that he has not given, nor intends to give at any time hereafter, any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor or service to a public servant in connection with the submitted proposal.

6.6 By signature hereon, a corporate Respondent certifies that it is not currently delinquent in the payment of any Franchise Taxes due under Chapter 171, Texas Tax Code, or that the corporate Respondent is exempt from the payment of such taxes, or that the corporate

Respond…