ESBD_461835_1760630504069_RFQ 6055-ST Real Estate Services FINAL - Revised.pdf

Texas General Land Office -i- RFQ No 6055-ST

TEXAS GENERAL LAND OFFICE

is

REQUESTING QUALIFICATIONS

for

Indefinite Delivery / Indefinite Quantity Real Estate Brokerage, Leasing, and Management Services

REQUEST FOR QUALIFICATIONS NO. 6055-ST

Class 958 / Item 83; Class 958 / Item 05; Class 998 / Item 84; and

Class 971 / Item 63

Release Date: October 16, 2025 Deadline for Submission: November 21, 2025 at 2:00 p.m. CT

Solicitation Point of Contact: Susan Tipton-Hines, CTCD, CTCM susan.tipton-hines@glo.texas.gov

Any Addenda to this Solicitation will be posted to the Electronic State Business Daily (ESBD) website, http://www.txsmartbuy.gov/esbd, under Agency Code 305 (General Land Office) and notification of such Addenda sent to all Respondents in the relevant categories and regions listed on the Comptroller’s Centralized Master Bidders List (CMBL) at the time of the Solicitation. Each Respondent must check the website, or the means of communication established in its CMBL registration (if applicable) for any Addenda to this Solicitation. Failure to check for Addenda does not release any Respondent from its responsibility for complying with additional requirements or providing additional information listed in any Addenda.

mailto:susan.tipton-hines@glo.texas.gov http://www.txsmartbuy.gov/esbd

Texas General Land Office -ii- RFQ No 6055-ST

TABLE OF CONTENTS

ARTICLE I. EXECUTIVE SUMMARY, DEFINITIONS, AND AUTHORITY

Executive Summary

Definitions

Authority

ARTICLE II. SCOPE OF WORK

Scope of Services Requested

2.1.1. Brokerage Services

2.1.3. Property Management Services

Contract Term

No Guarantee Of Volume Or Usage

Work Order Selection and Authorization

ARTICLE III. ADMINISTRATIVE INFORMATION

Schedule of Events

Inquiries

3.2.1 Contact

3.2.2 Clarifications

3.2.3 Responses

3.2.4 Prohibited Communications

Solicitation Response Composition

3.3.1 General Requirements

3.3.2 Solicitation Response Format

3.3.3 Page Limit and Supporting Documentation

Solicitation Response Submission and Delivery

3.4.1 Deadline

3.4.2 Labeling

3.4.3 Delivery

3.4.4 Alterations, Modifications, and Withdrawals

ARTICLE IV. SOLICITATION RESPONSE EVALUATION & AWARD PROCESS

Evaluation Criteria

4.1.1 Conformance with State Law

Texas General Land Office -iii- RFQ No 6055-ST

4.1.2 Minimum Qualifications

4.1.3 Selection Criteria

4.1.4 Detailed Scoring Methodology

Short List

Interviews

Multiple Awards

ARTICLE V. REQUIRED RESPONDENT INFORMATION

Respondent Information

5.1.1 Company Narrative

5.1.2 Company Profile

5.1.3 Key Staffing Profile

Past Projects

Major Subcontractor Information

Litigation History

Historically Underutilized Business (HUB)

Conflicts

ARTICLE VI. TERMS AND CONDITIONS

6.1 General Conditions

6.1.1 Amendment

6.1.2 Informalities

6.1.3 Rejection

6.1.4 Irregularities

6.1.5 Offer Period

6.1.6 Open Records

6.1.7 Contract Responsibility

6.1.8 Public Disclosure

6.1.9 Remedies

6.2 Insurance

6.2.1 Required Coverages

6.2.2 Alternative Insurability

6.3 Financial Capability

6.3.1 Financial Capability Review

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6.3.2 Annual Reports

6.4 Protest

6.5 Contract Terms and Solicitation Acceptance

6.5.1 Terms and Conditions

6.5.2 Affirmations and Solicitation Acceptance

6.6 Vendor Performance Reporting

6.7 Certificate of Interested Parties

ARTICLE VII. SUBMISSION CHECKLIST

EXHIBIT A. GENERAL AFFIRMATIONS AND SOLICITATION ACCEPTANCE .... A-1

EXHIBIT B. SAMPLE CONTRACT ..................................................................................... B-1

EXHIBIT C. SAMPLE WORK ORDER ............................................................................... C-1

EXHIBIT D. HUB SUBCONTRACTING PLAN .................................................................. D-1

EXHIBIT E. HUB SUBCONTRACTING PLAN PRESENTATION ................................. E-1

EXHIBIT F. ZONE MAPS ....................................................................................................... F-1

EXHIBIT G. SELECTION FORM ......................................................................................... G-1

Texas General Land Office -1- RFQ No 6055-ST

ARTICLE I. EXECUTIVE SUMMARY, DEFINITIONS, AND AUTHORITY

EXECUTIVE SUMMARY

The General Land Office (“GLO”) is requesting Statements of Qualifications (“SOQs”) from highly skilled brokers, property management and leasing agents (collectively referred to as “Providers”) to provide comprehensive and professional real estate services under terms and conditions established by this Solicitation and the GLO. All Providers must be in good standing with the Texas Real Estate Commission (“TREC”) or Texas Department of Licensing and Regulation (“TDLR”), as applicable.

Properties included in the scope of this Solicitation include raw land, single family residential, multifamily residential, office, commercial, industrial and other properties in the State of Texas. Providers selected under this Solicitation shall demonstrate experience in marketing one or more of the specified property types and must be able to provide services in one or more of the zones described in Section 1.2 and Exhibit F, Zone Maps.

The Providers selected from this RFQ may be awarded exclusive listing agreements for specific properties at the sole discretion of the GLO. New properties will be periodically added to the eligible list of properties during the contract term. Pursuant to Chapters 31 and 51 of the Natural Resources Code, all properties marketed and disposed of by any Provider(s) must be sold at or above market value.

The GLO intends to award multiple Indefinite Delivery/Indefinite Quantity (“IDIQ”) contracts via this Solicitation to Providers to perform any services enumerated in Article II, Scope of Work. The services solicited in this RFQ shall be performed in compliance with all applicable federal, State, and local laws, ordinances, and regulations and in accordance with terms and conditions outlined in the Sample Contract attached hereto as Exhibit B. Respondents must execute Exhibit A, Affirmations and Solicitation Acceptance, and complete other items listed on the submission checklist to be considered.

Additional information on the GLO and its programs can be found at http://www.glo.texas.gov.

DEFINITIONS

“Addendum” means a written clarification or revision to the Request for Qualifications issued by the General Land Office. Respondents must acknowledge receipt of any addenda in the submission of the Solicitation Response.

“Affiliate” means any individual or entity that, directly or indirectly, controls, is controlled by, or is under common control with, Respondent. “Control” means the ability to directly or indirectly direct the management and policies of an entity, whether through the ownership of voting securities or membership interests, by contract, or otherwise.

“Days” means calendar days unless otherwise specified.

“ESBD” means the Electronic State Business Daily, http://www.txsmartbuy.gov/esbd.

http://www.glo.texas.gov/

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“GLO” means the Texas General Land Office.

“HUB” means Historically Underutilized Business as defined by Chapter 2161 of the Texas Government Code.

“HUB Subcontracting Plan” or “HSP” means the form required by Texas Government Code §2161.252 and 34 Texas Administrative Code §20.285 for each contract with an expected value of $100,000 or more, in which Respondent must demonstrate a Good Faith Effort to subcontract with HUBs. The HSP is included in this Solicitation as Exhibit D and must be included with the Solicitation Response.

“Notice to Proceed” or “NTP” means written notice provided by the GLO to begin construction of the Project.

“PIA” means the Public Information Act, Chapter 552 of the Texas Government Code.

“Provider” means the Respondent(s) awarded a contract under this Solicitation.

“PSF” means Permanent School Fund.

“Real Estate Broker” or “Broker” means a person licensed to negotiate and arrange real estate transactions, including writing contracts for listing and purchasing homes, land, and commercial properties.

“Real Estate Leasing Services Provider” or “Leasing Agent” means a person who is licensed to lease property to potential lessees.

“Real Estate Property Manager” means a person who is licensed to manage property to be leased or sold.

“Respondent” means the entity responding to this Solicitation.

“RFQ” means Request for Qualifications.

“RFWOP” means Request for Work Order Proposals.

“Solicitation” means this RFQ.

“Solicitation Response” means the Respondent’s entire response to this Solicitation, including all documents requested in Articles III and V.

“SOQ” means Statement of Qualifications.

“State” means the State of Texas and any state agency; the GLO or state agency identified in this Solicitation, its officers, employees, or authorized agents.

“TAC” means Texas Administrative Code.

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“TDLR” means Texas Department of Licensing and Regulation.

“TREC” means Texas Real Estate Commission.

“Zone 1” means stipulated tracts of land located in Andrews, Brewster, Crane, Crockett, Culberson, Ector, El Paso, Glasscock, Howard, Hudspeth, Jeff Davis, Loving, Martin, Midland, Pecos, Presidio, Reagan, Reeves, Schleicher, Sutton, Terrell, Upton, Val Verde, Ward, and Winkler Counties.

“Zone 2” means stipulated tracts of land located in Armstrong, Bailey, Borden, Briscoe, Carson, Castro, Childress, Cochran, Collingsworth, Cottle, Crosby, Dallam, Dawson, Deaf Smith, Dickens, Donley, Floyd, Gaines, Garza, Gray, Hale, Hall, Hansford, Hartley, Hemphill, Hockley, Hutchinson, Kent, Lamb, Lipscomb, Lubbock, Lynn, Moore, Motley, Ochiltree, Oldham, Parmer, Potter, Randall, Roberts, Sherman, Swisher, Terry, Wheeler, and Yoakum Counties.

“Zone 3” means stipulated tracts of land located in Archer, Baylor, Brown, Callahan, Clay, Coke, Coleman, Collin, Comanche, Cooke, Dallas, Denton, Eastland, Ellis, Erath, Fannin, Fisher, Foard, Freestone, Grayson, Hardeman, Haskell, Hill, Hood, Hunt, Irion, Jack, Johnson, Jones, Kaufman, King, Knox, Limestone, Montague, Mitchell, Navarro, Nolan, Palo Pinto, Parker, Rockwall, Runnels, Scurry, Shackelford, Somervell, Stephens, Sterling, Stonewall, Tarrant, Taylor, Throckmorton, Tom Green, Wichita, Wilbarger, Wise, and Young Counties.

“Zone 4” means stipulated tracts of land located in Anderson, Angelina, Bowie, Brazoria, Camp, Cass, Chambers, Cherokee, Delta, Fort Bend, Franklin, Galveston, Gregg, Hardin, Harris, Harrison, Henderson, Hopkins, Houston, Jasper, Jefferson, Lamar, Liberty, Marion, Montgomery, Morris, Nacogdoches, Newton, Orange, Panola, Polk, Rains, Red River, Rusk, Sabine, San Augustine, San Jacinto, Shelby, Smith, Titus, Trinity, Tyler, Upshur, Van Zandt, Waller, and Wood Counties.

“Zone 5” means stipulated tracts of land located in Aransas, Austin, Atascosa, Bandera, Bee, Bexar, Brooks, Comal, Calhoun, Cameron, Colorado, De Witt, Dimmit, Duval, Edwards, Fayette, Frio, Goliad, Gonzales, Guadalupe Hidalgo, Jackson, Jim Hogg, Jim Wells, Karnes, Kendall, Kenedy, Kerr, Kinney, Kleberg, LaSalle, Lavaca, Live Oak, Matagorda, Medina, Maverick, McMullen, Nueces, Real, Refugio, San Patricio, Starr, Uvalde, Victoria, Webb, Wharton, Willacy, Wilson, Zapata, and Zavala Counties.

“Zone 6” means stipulated tracts of land located in Bastrop, Bell, Blanco, Bosque, Brazos, Burleson, Burnet, Caldwell, Concho, Coryell, Falls, Gillespie, Grimes, Hamilton, Hays, Kimble, Lampasas, Lee, Leon, Llano, Madison, Mason, McCulloch, McLennan, Menard, Milam, Mills, Robertson, San Saba, Travis, Walker, Washington, and Williamson Counties.

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AUTHORITY

The GLO is posting this solicitation pursuant to and under Texas Government Code Chapters 2155-2157 and 2262, and Texas Natural Resources Code Chapters 31 and 51.

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Texas General Land Office -5- RFQ No 6055-ST

ARTICLE II. SCOPE OF WORK

SCOPE OF SERVICES REQUESTED

Respondent shall use the Selection Form provided in Exhibit G of the Solicitation to indicate the service categories and Zone(s) in which Respondent proposes to provide services. All costs associated with delivery of the services enumerated in this Solicitation shall be the responsibility of the selected Providers.

2.1.1. Brokerage Services

The GLO will require Broker(s) selected from this solicitation to provide the following specific services and any ancillary services related thereto:

a) Marketing. The Broker shall submit a marketing plan to be approved by the

GLO, including all marketing materials such as signage.

b) Disposition Plan. The Broker shall assess the marketability of listed properties and develop a marketing or disposition plan to obtain a joint venture partner or long-term ground lease for the property (e.g., by direct sale, negotiated sale, etc.), as approved by the GLO. The marketing plan shall be due two (2) weeks after the execution of any work order resulting from this Solicitation.

c) Web Inventory. The Broker may, depending upon the disposition plan, provide a web site with current property listings, detailed property descriptions (including map location and driving directions from closest major city), digital pictures accurately depicting the properties, and contact and sales information for potential buyers.

d) Coordination with Buyers. The Broker must respond to interested buyers within 24 hours, excluding weekends and holidays, of any expression of interest and make accommodations for a local representative to show the property.

e) Broker Opinion of Value. The Broker shall provide, at the GLO’s request, an opinion of value on any state property within the Broker’s assigned zones, not necessarily in conjunction with a listing

f) Negotiation and Completion of Disposition, Partnership or Long-Term

Ground Lease. The Broker shall, as directed by the GLO, perform all services required to negotiate and complete the procurement of a partner for a joint venture partnership or long-term ground lease of any listed property.

2.1.2. Property Leasing Services

a) Lease Plan. The Leasing Agent will provide experienced staff that can perform leasing services for various properties such as office, retail, industrial, and others. The assigned Leasing Agent will develop a leasing plan for the property

Texas General Land Office -6- RFQ No 6055-ST as approved by the GLO. The leasing plan will include an analysis of market lease rates, commission rates, and a specific lease strategy for the subject property in the work order. The leasing plan shall be due two (2) weeks after the execution of any work order resulting from this Solicitation.

2.1.3. Property Management Services

a) Property Management Plan. The Real Estate Property Manager will provide experienced staff that can perform property management services for commercial/residential properties such as office, retail, industrial, residential, or others. Respondents must provide evidence of their accounting and reporting capabilities to the GLO. The Real Estate Property Manager must provide a property management plan that identifies required reporting, staffing, and other additional requirements specifically associated with the property prior to the approved work order.

CONTRACT TERM

The GLO intends to award one or more indefinite delivery/indefinite quantity contracts for the services requested under this Solicitation. Any contract resulting from this Solicitation shall be from Contract Execution until December 31, 2031. The GLO, at its own discretion, may extend any contract awarded pursuant to this Solicitation, subject to terms and conditions mutually agreeable to both parties.

NO GUARANTEE OF VOLUME OR USAGE

The GLO makes no guarantee of volume or usage under any contract resulting from this Solicitation.

WORK ORDER SELECTION AND AUTHORIZATION

Specific work authorization for services provided under any contract resulting from this Solicitation shall be in the form of applicable Work Orders drafted by the GLO, a sample of which is attached hereto as Exhibit C. All specific listing terms and conditions including broker-assigned properties and listing times shall be negotiated on a per-property basis.

All Work Orders shall be in writing and signed by both parties. Each Work Order shall include a list of tasks to be performed by Provider, a time schedule, a list of deliverables, anticipated employee hours and hourly rates, and such other information or special conditions as may be necessary for the work requested. Evaluation and acceptance of each deliverable shall be based on compliance with the pre-established requirements and specifications in the Work Order.

When services are required for a specified property, the GLO shall issue a Request for Work Order Proposals (“RFWOP”) to all Providers awarded contracts for the applicable service category and Zone. Each RFWOP shall be evaluated by the GLO in accordance with the criteria specified in the RFWOP, which may include, without limitation, a

Texas General Land Office -7- RFQ No 6055-ST commission-based cost proposal, proposed methodology for disposition of the specified property, and the experience and qualifications of personnel assigned to the work order.

Texas General Land Office -8- RFQ No 6055-ST

ARTICLE III. ADMINISTRATIVE INFORMATION

SCHEDULE OF EVENTS

EVENT DATE/TIME

Issue Solicitation

October 16, 2025

Deadline for Submitting Questions October 24, 2025 at 5:00 p.m. CT

Anticipated Release Date of Answers to Questions

October 30, 2025

Deadline for Submission of Qualifications (including HUB Subcontracting Plan)

November 21, 2025 at 2:00 p.m. CT

Evaluation Period November 24, 2025 to December 19, 2025

Notification of Intent to Award

January 15, 2026

Contract Negotiation and Execution February 13, 2026 to February 27, 2026

Performance Begins

February 27, 2025

NOTE: These dates represent a tentative schedule of events. The GLO reserves the right to modify these dates at any time prior to the deadline for submission of Solicitation Responses upon notice posted on the Electronic State Business Daily (ESBD) website at:

http://www.txsmartbuy.gov/esbd. Please search under Agency Code 305 (General Land Office). Any modification of dates after the deadline for submission of Solicitation Responses will not be posted.

INQUIRIES

3.2.1 Contact

All requests, questions, or other communications about this Solicitation must be made in writing to the GLO’s Purchasing Department, addressed to the person listed below.

Name: Susan Tipton-Hines, CTCM, CTCD Address: 1700 N. Congress Ave., Austin, Texas 78701 Email: Susan.Tipton-Hines@GLO.Texas.Gov

If you receive an “out of office” reply from the point-of-contact listed above, please forward your e-mail to the secondary point-of-contact listed below.

mailto:Susan.Tipton-Hines@GLO.Texas.Gov

Texas General Land Office -9- RFQ No 6055-ST

Name: Sarah Bergmann, CTCD, CTCM Address: 1700 N. Congress Ave., Austin, Texas 78701 Email: Sarah.Bergmann@Glo.Texas.Gov

Notwithstanding the above, Respondents may direct questions about the state’s Historically Underutilized Businesses (HUB) Program or HUB Subcontracting Plans (HSPs) to the GLO HUB Team contacts listed in Section 5.6 of this

3.2.2 Clarifications

The GLO will allow written requests for clarification of this Solicitation. Questions may be e-mailed to the point-of-contact listed in Section 3.2.1 above. Respondents’ names shall be removed from questions in the responses released. Questions shall be submitted in the following format. Submissions that deviate from this format may not be accepted:

a) Identifying Solicitation number in email subject

b) Section number

c) Text of passage being questioned

d) Question

NOTE: The deadline for submitting questions is noted in Section 3.1 above.

Please provide company name, address, phone number, e-mail address, and name of contact person when submitting questions.

3.2.3 Responses

All accepted questions will result in written responses with copies posted to the ESBD at: http://www.txsmartbuy.gov/esbd. Responses shall be posted as an Addendum to the Solicitation. It is Respondent’s responsibility to check the ESBD for updated responses.

3.2.4 Prohibited Communications

On issuance of this Solicitation, except for the written inquiries described in Section

3.2.1 above, the GLO, its representative(s), or partners will not answer questions or otherwise discuss the contents of this Solicitation with any potential Respondent or their representative(s). Attempts to ask questions by phone or in person will not be allowed or recognized as valid. Failure to observe this restriction may disqualify the Respondent. Respondent shall rely only on written statements issued through or by the GLO’s purchasing staff. This restriction does not preclude discussions between affected parties for the purposes of conducting business unrelated to this mailto:Sarah.Bergmann@Glo.Texas.Gov

Texas General Land Office -10- RFQ No 6055-ST

SOLICITATION RESPONSE COMPOSITION

3.3.1 General Requirements

Respondent shall complete and upload the documents listed below to the Box™ URL in Section 3.4.3:

a) One Statement of Qualifications, including all documents requested in Part 1 of the Submission Checklist, submitted as one Portable Document Format (.pdf) file titled “RFQ-6055-ST (Respondent Name)_Part 1”; and

b) One HUB Subcontracting Plan, submitted as one .pdf file titled “RFQ- 5086-ST (Respondent Name)_Part 2”.

Respondent shall prepare a clear and concise Solicitation Response that focuses on the instructions and requirements of the Solicitation. Respondent is responsible for all costs related to the preparation of their Solicitation Response.

Any terms and conditions attached to a Solicitation Response will not be considered unless specifically referred to in this solicitation and may result in disqualification.

3.3.2 Solicitation Response Format

For ease of evaluation, the Solicitation Response shall be presented in a format that corresponds to the order requested in Article VII, Submission Checklist. Responses to each section and subsection shall be labeled clearly to indicate the item being addressed. Exceptions to this will be considered during the evaluation process.

3.3.3 Page Limit and Supporting Documentation

Submittals are recommended to not exceed 40 pages in length. Exhibit A Affirmations and Solicitation Acceptance, Exhibit D HUB Subcontracting Plan, signed acknowledgments of addenda, past projects, résumés, and Exhibit G Selection Form are considered supporting documentation and are not included in the page limit. The Solicitation Response should be formatted using 12-point or larger font, except for charts, graphs, or other graphical representations of data.

SOLICITATION RESPONSE SUBMISSION AND DELIVERY

3.4.1 Deadline

Solicitation Responses must be received at the Box™ URL in Section 3.4.3 no later than as specified in Section 3.1. Respondents may submit their Solicitation Responses any time prior to that deadline. Box™ shall time stamp all uploaded Solicitation Responses; any other documentation of timely submission in lieu of the Box™ time stamp WILL NOT be accepted.

Texas General Land Office -11- RFQ No 6055-ST

3.4.2 Labeling

Each file uploaded to Box™ shall include Respondent’s company name and the title of the document; for example: “Company X: RFQ 6055-ST Submittal.”

3.4.3 Delivery

Respondents must upload Solicitation Responses to the following Box™ URL:

Upload Solicitation Responses to Box

Or https://txglo.app.box.com/f/0ac8cc541cc84e79a3f9a873a8fd589e

The GLO shall not accept Solicitation Responses submitted by any other means.

Please contact the point-of-contact listed in section 3.2.1 above for assistance with Box™.

3.4.4 Alterations, Modifications, and Withdrawals

Solicitation Responses may be modified, altered, or withdrawn by notifying the point-of-contact listed in Section 3.2.1 above, provided such notice is received prior to the deadline for submission of Solicitation Responses.

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https://txglo.app.box.com/f/0ac8cc541cc84e79a3f9a873a8fd589e https://txglo.app.box.com/f/0ac8cc541cc84e79a3f9a873a8fd589e

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ARTICLE IV. SOLICITATION RESPONSE EVALUATION & AWARD PROCESS

EVALUATION CRITERIA

4.1.1 Conformance with State Law

Solicitation Responses shall be evaluated in accordance with Chapters 2155-2156 of the Texas Government Code. The GLO shall not be obligated to accept the lowest priced proposal but shall make an award to the Respondent that provides the “Best Value” to the State of Texas. The GLO shall make an award to a Respondent based on demonstrated competence and qualifications to perform the services; the GLO and Provider shall negotiate a fair and reasonable price for the services.

4.1.2 Minimum Qualifications

Respondents must meet the minimum qualifications listed below. Furthermore, Solicitation Responses that appear unrealistic in terms of technical commitment, that show a lack of technical competence, or that indicate a failure to comprehend the risk and complexity of a potential contract may be rejected.

Respondent shall submit a summary (not to exceed two pages) that provides specific support for meeting the minimum qualifications outlined in this Section.

This support can specifically state how the Respondent meets each minimum qualification or can direct the evaluators to the appropriate section of the Solicitation Response that provides support for the Respondent satisfying each minimum qualification.

4.1.2.1 Respondents must have recently been in business providing real estate brokerage services, real estate real estate leasing services, and/or real estate property management services, as applicable based on the service categories in which Respondent proposes to provide services, for a minimum of three (3) years, or the principals/owners must have had recent ownership/executive management experience in a previous company that provided real estate services;

4.1.2.2 Respondent’s company and agents must be licensed in Texas to perform all proposed services by TDLR, TREC, or other licensing authorities, as applicable;

4.1.2.3 Respondent must have, as applicable based on the service categories in which Respondent proposes to provide services, demonstrated experience in the marketing and disposition and/or management of one or more of the following property types: raw land, single family residential, multifamily residential, office, commercial, industrial and other properties (preferably in Texas);

Texas General Land Office -13- RFQ No 6055-ST

4.1.2.4 Respondent must be a registered entity with SAM.gov (System for Award Management) with an active Unique Entity Identifier (UEID) or the ability to obtain a UEID prior to Contract execution; and

4.1.2.5 Respondent must be financially solvent and adequately capitalized.

4.1.3 Selection Criteria

Solicitation Responses shall be consistently evaluated and scored in accordance with the following criteria:

4.1.3.1 Demonstrated qualifications and past performance of Respondent’s company. The evaluation of this criterion shall also consider any data in the Texas Comptroller of Public Accounts Vendor Performance Tracking System, which is used to verify vendor performance on other State contracts. (45%);

4.1.3.2 Demonstrated qualifications and experience of Respondent’s key staff (50%); and

4.1.3.3 Overall responsiveness, clarity, and organization of the Solicitation Response (5%).

NOTE: To clarify any response, the Solicitation evaluation committee may contact references provided in response to this Solicitation, contact Respondent’s clients, or solicit information from any available source concerning any aspect of the Solicitation deemed pertinent to the evaluation process.

4.1.4 Detailed Scoring Methodology

The GLO assembles an evaluation committee to evaluate each responsive Solicitation Response. Each evaluator completes one evaluation worksheet for each response. The evaluator evaluates each proposal individually against the requirements of the solicitation document, and not against other responses. The evaluator assigns the number of points he or she believes each Solicitation Response merits out of the possible points indicated on the evaluation worksheet for each selection criterion. Each evaluator scores Solicitation Responses independently and impartially. Scores are not divulged between committee members until after they have been finalized, submitted, and compiled by the purchaser. Members may ask questions of the purchaser, agency legal counsel, and designated technical experts if they are unable to find information, do not understand information in a response, or require technical assistance. The purchaser averages all evaluators’ total scores for each Respondent to determine Respondent rankings.

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SHORT LIST

The GLO may develop a short list of finalists after an initial evaluation of the Solicitation Responses. However, the GLO is not obligated to develop this list. If a list is developed, all Respondents will be notified in writing whether or not they are finalists.

INTERVIEWS

The GLO may, but is not required to, conduct oral interviews with some or all Respondents for the purpose of discerning Respondent’s demonstrated competence and qualifications to perform the services mentioned in this Solicitation. If oral interviews are conducted, the interviews will be evaluated and scored for a possible twenty (20) points. The score received for the oral interview will be added to the score received from the evaluation of a Respondent’s written proposal.

Respondents will be provided with notice of any such interview and an agenda will be provided to interviewees prior to the interview. Interviewees are responsible for their own presentation equipment. Failure to participate in the requested interview shall eliminate a Respondent from further consideration. The GLO is not responsible for any costs incurred by the Respondent associated with the interview.

MULTIPLE AWARDS

It is the intent of the GLO to award multiple contracts under this Solicitation. Award notice(s) will be sent to the selected Respondent(s). Neither the GLO’s issuance nor Respondent’s receipt or acceptance of an award notice forms a contract between the GLO and the selected Respondent. Any award is contingent upon the selected Respondent’s successful submission and demonstration of financial solvency and adequate capitalization as described in Section 7.3, Financial Capability; the successful negotiation of final contract terms; and upon approval of the Chief Clerk of the GLO. Negotiations shall be confidential and not subject to disclosure to competing Respondents unless and until an agreement is reached. If a potential awardee is determined to be not financially solvent or adequately capitalized, or if contract negotiations cannot be concluded successfully, the GLO may negotiate a contract with other Respondents or may withdraw this Solicitation.

NOTE: Solicitation Responses are subject to the Texas Public Information Act, Chapter 552 of the Texas Government Code, and will be withheld from or released to the public only in accordance therewith.

Texas General Land Office -15- RFQ No 6055-ST

ARTICLE V. REQUIRED RESPONDENT INFORMATION

RESPONDENT INFORMATION

Respondent must provide satisfactory evidence of its ability to manage and coordinate the types of activities described in this Solicitation and to produce the specified products or services on time. In accordance with this requirement, Respondent shall provide the following information:

5.1.1 Company Narrative

Respondent shall provide a detailed narrative explaining why Respondent is qualified to provide the services enumerated in Article II, focusing on its company’s key strengths and competitive advantages. Respondent must identify and describe a minimum of three (3) past projects in the last three (3) years that involved the types of properties specified in this Solicitation.

5.1.2 Company Profile

Provide a company profile to include:

a) The company ownership structure (e.g., corporation, partnership, LLC, sole proprietorship, etc.), including any wholly-owned subsidiaries, affiliated companies, or joint ventures. (Please provide this information in a narrative and as a graphical representation). If Respondent is an Affiliate of, or has a joint venture or strategic alliance with, another company, please identify the percentage of ownership and the percentage of the parent’s ownership.

Finally, please provide your proposed operating structure for the services requested under this Solicitation and which entities (i.e. parent company, Affiliate, Joint Venture, subcontractor) will be performing them;

b) The year the company was founded and/or legally organized. If organized as a business entity other than a sole proprietorship (e.g., corporation, LLC, LLP, etc.), please indicate the type of entity, the state under whose laws the company is organized and the date of organization;

c) The location of your company headquarters and any field office(s) that may provide services for any resulting contract under this Solicitation, including subcontractors;

d) The number of employees in your company, and the location(s) from which employees may be assigned;

e) The name, title, mailing address, e-mail address, and telephone number of Respondent’s point of contact for any resulting contract under this Solicitation; and

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f) Indicate whether your company has ever been engaged under a contract by any Texas state agency. If “Yes,” specify when, for what duties, and for which agency.

NOTE: A Respondent that is not organized under the laws of the state of Texas must register with the Texas Secretary of State before it may transact business in Texas. Respondent must provide proof of registration before the GLO may award a contract under this Solicitation.

5.1.3 Key Staffing Profile

Respondent must provide a key staffing profile and résumés for staff that will be responsible for the performance of the services requested under this Solicitation.

The key staffing profile must include copies of the required TREC and/or TDLR license(s).

“Key staff” is defined as experienced, professional and/or technical personnel who will have major responsibilities under a contract and/or provide unusual or unique expertise essential for successful completion of the work performed.

Provider shall ensure key staff remain available for the entire term of a contract. If key staff become unavailable for work, Provider shall promptly notify the GLO and assign alternative staff of equal ability and qualifications. The GLO reserves the right to approve changes to key staff.

PAST PROJECTS

Respondent shall provide a minimum of three non-GLO completed projects of similar type and size performed within the last five (5) years, preferably for state and/or local government entities. Information provided shall include:

a) Client name;

b) Project description;

c) Total dollar amount of project;

d) Key staff assigned to the referenced project that will be designated for work under this Solicitation; and

e) Client project manager name, telephone number, and e-mail address.

MAJOR SUBCONTRACTOR INFORMATION

In addition to the requirements of Article II, Respondent must identify any major subcontractors whom Respondent intends to utilize in performing 15% or more of the activity that constitutes the Project. Respondent must indicate whether or not Respondent holds any financial interest in any major subcontractor. It may be required as a condition of award that an authorized officer or agent of each proposed major subcontractor sign a statement to the effect that the subcontractor has read, and will agree to abide by, Respondent’s obligations under any contract awarded pursuant to this Solicitation.

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Any major subcontractor the Respondent intends to utilize in performance of the work must also be included in the Respondent's HUB Subcontracting Plan. If a major subcontractor will not be utilized for this Project, so indicate in the appropriate section of the Solicitation Response.

LITIGATION HISTORY

Respondent must include in its Solicitation Response a complete disclosure of any actual or alleged breaches of contract it has engaged in. In addition, Respondent must disclose any civil or criminal litigation or investigation pending in the United States at any time during the last three years in which Respondent is/was a named party or has been judged guilty or liable. For each instance of such litigation or investigation, Respondent shall list:

basic case information (e.g., cause number/case number, venue information, names of parties, name of investigating entity); a description of claims alleged by or against Respondent or its parent, subsidiary, or other affiliate; for each resolved case, a description of the disposition of Respondent’s involvement (e.g., settled, dismissed, judgment entered, etc.).

Failure to comply with the terms of this provision may disqualify any Respondent.

Solicitation Responses may be rejected based upon Respondent’s prior history with the state of Texas or with any other party that demonstrates, without limitation, unsatisfactory performance, adversarial or contentious demeanor, or significant failure(s) to meet contractual obligations.

If Respondent has no litigation history, as described above, so indicate in the appropriate section of the Solicitation Response.

HISTORICALLY UNDERUTILIZED BUSINESS (HUB)

The GLO is committed to promoting full and equal business opportunities for businesses in state contracting in accordance with the goals specified in the State of Texas Disparity Study. The GLO encourages the use of Historically Underutilized Businesses (HUBs) through race, ethnic and gender-neutral means. Pursuant to Texas Government Code §§2161.181 and 2161.182, and the GLO’s HUB policy and rules, the GLO makes a good-faith effort to increase HUB participation in its contracts. The GLO does this by contracting directly with HUBs or indirectly through subcontracting.

The State of Texas HUB Subcontracting Plan form is included with this Solicitation as Exhibit D. A Solicitation Response that does not contain a HUB Subcontracting Plan (HSP) is not responsive and will be rejected without further evaluation. A Solicitation Response will also be rejected if the GLO determines that the HSP was not developed in good faith.

Please refer to the cover letter included with Exhibit D for specific instructions for locating potential HUB subcontractors utilizing the state’s Centralized Master Bidders List

(CMBL).

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A presentation describing the procedure for completing the HSP is included with this Solicitation as Exhibit E.

Respondents may direct questions about HSPs or the HUB program to the HUB Team contacts listed below. All other questions about this Solicitation must be directed to the single point of contact listed in section 3.2.1.

Vonda White Tamara Perkins Vonda.White@GLO.Texas.Gov Tamara.Perkins@GLO.Texas.Gov

512.947.6441 512.463.5908

CONFLICTS

Respondent must disclose any potential conflict of interest it may have in providing the services described in this Solicitation, including all existing or prior arrangements. Please include any activities of affiliated or parent organizations and individuals who may be assigned to manage this account. If Respondent has no conflicts, as described above, so indicate in the appropriate section of the Solicitation Response.

REMAINDER OF PAGE INTENTIONALLY LEFT BLANK

mailto:Vonda.White@GLO.Texas.Gov mailto:Tamara.Perkins@GLO.Texas.Gov

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ARTICLE VI. TERMS AND CONDITIONS

6.1 GENERAL CONDITIONS

6.1.1 Amendment

The GLO reserves the right to alter, amend, or modify any provision of this Solicitation, or to withdraw this Solicitation, at any time prior to the award, if it is in the best interest of the GLO.

6.1.2 Informalities

The GLO reserves the right to waive minor informalities and irregularities, as determined in the GLO’s sole discretion, in any Solicitation Response received.

6.1.3 Rejection

The GLO reserves the right to reject any or all Solicitation Responses received prior to contract award.

6.1.4 Irregularities

Any irregularities or lack of clarity in this Solicitation should be brought to the attention of the point-of-contact listed in Section 3.2.1 as soon as possible, so that corrective addenda may be furnished to prospective Respondents via the ESBD.

6.1.5 Offer Period

Solicitation Responses shall be binding for a period of 120 days after they are opened. Respondents may extend the time for which their Solicitation Response will be honored. Upon contract execution, prices agreed upon by the Respondent(s) are an irrevocable offer for the term of the contract and any contract extension(s).

No other costs, rates, or fees shall be payable to the Respondent unless expressly agreed upon in writing by the GLO.

6.1.6 Open Records

The GLO is a government agency subject to the Texas Public Information Act (PIA), Chapter 552, Texas Government Code. The Solicitation Response and other information submitted to the GLO by the Respondent are subject to release as public information. The Solicitation Response and other submitted information shall be presumed to be subject to disclosure unless a specific exception to disclosure under the PIA applies. If it is necessary for the Respondent to include proprietary or otherwise confidential information in its Solicitation Response or other submitted information, the Respondent must clearly label that proprietary or confidential information and identify the specific exception to disclosure of that information in the PIA. Merely making a blanket claim that the entire Solicitation

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Response is protected from disclosure because it contains some proprietary information is not acceptable and shall make the entire Solicitation Response subject to release under the PIA. In order to trigger the process of seeking an Attorney General opinion on the release of proprietary or confidential information, the specific provisions of the Solicitation Response the Respondent considers proprietary or confidential must be clearly labeled as described above. Any information which is not clearly identified as proprietary or confidential shall be deemed to be subject to disclosure pursuant to the PIA, except as provided by law.

Respondents are required to make any information created or exchanged with the state pursuant to this solicitation and any contract that may result from this solicitation, and not otherwise excepted from disclosure under the Texas Public Information Act, available in a format that is accessible by the public at no additional charge to the state.

Information related to the performance of this contract may be subject to the PIA and will be withheld from public disclosure or released only in accordance therewith. Respondent shall make any information created or exchanged with the state/GLO, and not otherwise excepted from disclosure under the PIA, available in a format that is accessible by the public at no additional charge to the state/GLO.

Respondent shall make any information required under the PIA available to the GLO in Portable Document Format (PDF) or any other format agreed between the parties. The original copy of each Solicitation Response shall be retained in the official files of the agency as a public record.

Solicitation Responses and all other documents associated with this Solicitation will be withheld or released upon written request only in accordance with the PIA.

To the extent that a Respondent wishes to prevent the disclosure of portions of its Solicitation Response to the public, Respondent shall demonstrate the applicability of any exception to disclosure provided under the PIA in accordance with the procedures prescribed by the PIA. Respondent may clearly label individual documents “confidential” or “trade secret” to demonstrate that it believes certain information is excepted from disclosure and may legally be withheld from the public. Respondent thereby agrees to indemnify and defend the GLO for honoring such a designation. The failure of Respondent to clearly label such documents shall constitute a complete waiver of any and all claims for damages caused by the GLO’s release of these records.

Pursuant to Texas Government Code Chapter 2261, any contract that results from this Solicitation, including selected Respondent’s Solicitation Response, shall be posted to the GLO’s website.

6.1.7 Contract Responsibility

Respondent shall be solely responsible for the performance of all contractual obligations that may result from an award based on this Solicitation. Respondent shall not be relieved of its obligations for any nonperformance by its subcontractors.

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6.1.8 Public Disclosure

Respondent will not advertise that it is doing business with the GLO or use a contract resulting from this Solicitation as a marketing or sales tool without prior written consent of the GLO. Furthermore, Respondent may not distribute or disclose this Solicitation to any other vendors or companies without permission from the GLO.

6.1.9 Remedies

All remedies available to the GLO for breach or anticipatory breach of any contract that results from this Solicitation are cumulative and may be exercised concurrently or separately, and the exercise of any one remedy shall not be deemed an election of such remedy to the exclusion of other remedies. Liquidated damages, actual damages, cost projections, and/or injunctive relief may also be invoked either separately or combined with any other remedy in accordance with applicable law.

6.2 INSURANCE

6.2.1 Required Coverages

For the duration of any contract resulting from this Solicitation, Respondent shall acquire insurance with financially sound and reputable independent insurers, in the type and amount as follows:

6.2.1.1 Workers Compensation & Employers Liability

Provider must maintain Workers' Compensation insurance coverage in accordance with statutory limits.

Workers Compensation: Statutory Limits Employers Liability: Each Accident $1,000,000 Disease - Each Employee $1,000,000 Disease - Policy Limit $1,000,000

This website (coverage starts with 406 of the Labor code) addresses what Texas requires of Workers Compensation:

http://www.tdi.texas.gov/wc/act/index.html

6.2.1.2 Commercial General Liability: Occurrence based:

a) Bodily Injury and Property Damage:

$1,000,000 each occurrence $2,000,000 aggregate limit

b) Medical Expense each person: $5,000

c) Personal Injury and Advertising Liability: $1,000,000

d) Products / Completed Operations Aggregate: $2,000,000

e) Damage to Premises Rented to You: $50,000 http://www.tdi.texas.gov/wc/act/index.html

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6.2.1.3 Commercial Automobile Liability – coverage of $1,000,000 Combined Single Limit.

The required coverage is to be written with companies licensed in the State of Texas, with an “A-” rating from A.M. Best, and authorized to provide the corresponding coverage. Work on any contract shall not begin until after Respondent has submitted acceptable evidence of insurance. Failure to maintain insurance coverage or acceptable alternative methods of insurance shall be deemed a breach of contract.

6.2.2 Alternative Insurability

Notwithstanding the preceding, the GLO reserves the right to consider reasonable alternative methods of insuring the contract in lieu of the insurance policies customarily required. It will be Respondent’s responsibility to recommend to the GLO alternative methods of insuring the contract. Any alternatives proposed by Respondent should be accompanied by a detailed explanation regarding Respondent’s inability to obtain the required insurance and/or bonds. The GLO shall be the sole and final judge as to the adequacy of any substitute form of insurance coverage.

6.3 FINANCIAL CAPABILITY

6.3.1 Financial Capability Review

The awarding of a contract under this Solicitation is contingent upon the potential awardee’s demonstration of financial solvency and adequate capitalization. Within three (3) business days of a potential awardee’s acknowledgment of a Notice of Intent to Award issued by the GLO, the potential awardee is required to submit:

• Annual Reports, as described in Section 6.3.2 of this Solicitation, submitted as one Portable Document Format (.pdf) file; and

• One completed Financial Statement Components Worksheet, posted on ESBD with the Solicitation, submitted as a Microsoft Excel (.xlsx) file.

To determine the financial capability of a potential awardee, GLO Financial Management division staff shall review submitted annual reports and any other financial documentation that may be requested by the GLO for solvency, liquidity and profitability and analyze the entity’s accounts receivable and inventory. A more comprehensive list of review factors follows:

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• Current ratio

• Quick ratio

• Cash ratio

• Solvency ratio

• Debt to Equity ratio

• Capitalization ratio

• Debt ratio

• Operating Profit Margin

• EBIT/Tangible Net Assets

• Return on Assets

• Return on Equity

• Receivables Turnover ratio

• Average Collection Period

• Inventory Turnover ratio

• Days Sales of Inventory

• Altman Z-score

A potential awardee that fails to comply with this Article or that is not financially solvent or adequately capitalized, as determined at the GLO’s sole discretion through GLO’s financial capability review and affirmed by the GLO’s Chief Financial Officer or his or her designee, may be deemed to not have met the contingency to award.

6.3.2 Annual Reports

a) If a potential awardee is an entity that is required to prepare audited financial statements, the potential awardee shall submit annual reports that include:

1) The last two years of audited accrual-basis financial statements, including an income statement, cash flow statement, and balance sheet;

2) If applicable, the last two years of consolidated statements for any holding companies or affiliates;

3) An audited or un-audited accrual-basis financial statement of the most…