ESBD_504445_1775579901835_734-04072026-KM IDIQ TAB Professional Engineering Services.pdf

REQUEST FOR QUALIFICATIONS

FOR

INDEFINITE DELIVERY-INDEFINITE QUANTITY

HVAC TESTING, ADJUSTING AND

BALANCING

PROFESSIONAL ENGINEERING

SERVICES

FOR

RFQ No.:

734-04072026-KM

NIGP Codes: 925-67; 925-07

Submission Date:

April 29, 2026 - 2:00 p.m. (C.D.T.)

TABLE OF CONTENTS

Section 1 - General Information &

Requirements

1.1 General Information

1.2 Public Information

1.3 Type of Agreement

1.4 Clarifications and Interpretations

1.5 Submission of Qualifications

1.6 Point-Of-Contact

1.7 Evaluation of Qualifications

1.8 University’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 Delinquency in Paying Child Support

1.18 State Registration of Architecture Firms

1.19 State Registration of Engineering Firms

1.20 Non-Discrimination

1.21 Non-Boycott Israel Verification

1.22 Cybersecurity Training Program

1.23 Certification Regarding Business with

Certain Countries and Organizations

1.24 Non-Discrimination of Firearm Industry

Verification

1.25 Anti-Boycott Energy Companies

Verification

1.26 Vaccine Passport Prohibition

1.27 Critical Infrastructure Affirmation

Section 2 - Executive Summary

2.1 Historical Background

2.2 Mission Statement

2.3 Services Description and Scope

2.4 Schedule

Section 3 - Requirements for Statement of

Qualifications

3.1 Respondent’s Statement of Qualifications

and Availability to Undertake IDIQ TAB

Services

3.2 Respondent’s Ability to Provide IDIQ TAB

Services

3.3 Qualifications of Assigned Respondent’s

Personnel and Their Likely Roles

3.4 Respondent’s Performance on Past

Representative IDIQ TAB Services

3.5 Respondent’s Knowledge of Best Practices

3.6 Execution of Offer

Section 4 - Format for Statement of

Qualifications

4.1 General Instructions

4.2 Page Size, Binding, Dividers, and Tabs

4.3 Table of Contents

4.4 Pagination

Attachments

Attachment A – Sample Professional Engineering

Agreement for CSP

Attachment B – HUB Subcontracting Plan

REQUEST FOR QUALIFICATIONS FOR INDEFINITE DELIVERY-INDEFINITE QUANTITY

HVAC TESTING, ADJUSTNG AND BALANCING

PROFESSIONAL ENGINEERING SERVICES

LAMAR UNIVERSITY

RFQ No.: 734-04072026-KM

SECTION 1 – GENERAL INFORMATION & REQUIREMENTS

1.1 GENERAL INFORMATION: Lamar University (“University”) is soliciting Statements of

Qualifications (“Qualifications”) for the selection of a firm or firms to provide Indefinite

Quantity-Indefinite Delivery (“IDIQ”) HVAC Testing, Adjusting and Balancing (“TAB”)

Professional Engineering Services and related technical support for renovation, repair, minor construction and maintenance projects, and other miscellaneous technical assignments for projects varying in size, complexity and scope on the University’s campus in Beaumont, Texas on an hourly fee or lump sum basis as needed by the University. The Service Provider will render these services to the University as needed, with no minimum or maximum amount of services specified. In particular, the Service Provider must be prepared to assign at least one person with significant project planning and management experience to be available as the point of contact for all efforts at the University institution. An agreement with the selected firm(s) will be issued as an indefinite quantity indefinite delivery Professional Services Agreement with a two (2) year initial term and an option for the University to extend the contract for two (2) additional one (1) year terms.

The total value of the Contract term shall not exceed Two Million Dollars and Zero Cents

($2,000,000) for the total life of the contract. However, the University reserves the right to increase this monetary limit. This solicitation sets forth the terms, conditions, and requirements for prospective Service Providers to be considered for this work. (Prospective Service Providers are hereinafter referred to as “Respondents”).

1.1.1 Collecting Qualifications in response to this Request for Qualifications (“RFQ”) is the first step in selecting the Service Provider(s). This RFQ provides the information necessary for

Respondents to prepare and submit Qualifications for consideration and initial ranking by the University. In the next step the University will determine an initial ranking of the

Respondents. If the initial ranking of the Respondents is reasonably conclusive, the

University may make a “most qualified” selection based upon the written Qualifications only. If not, then the University may conduct interviews with a “short list” of Respondents.

1.1.2 The University may select up to four (4) of the top ranked qualified Respondents to participate in an interview with the University to confirm and clarify the Qualifications submitted and to answer additional questions. The University will then rank the interviewed Respondents in order to determine the most qualified Respondent(s).

1.1.3 After selecting the most qualified Respondent(s) the University will negotiate the services to be provided by the TAB and a suitable fee schedule for those services.

1.2 PUBLIC INFORMATION: All information, documentation, and other materials submitted in response to this solicitation 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 is completed. The University complies with all statutes, court decisions, and opinions of the Texas Attorney General with respect to disclosure of RFQ information. Additionally, pursuant to the provisions of Texas Government Code Section

2261.253, the contract resulting from this solicitation will be posted on the University’s website.

1.3 TYPE OF CONTRACT: Any contract resulting from this solicitation will be in the form of the

University’s Standard Indefinite Delivery Indefinite Quantity Professional Services Agreement, a copy of which is attached to this solicitation (Attachment A). The sample agreement should be viewed as a draft and is subject to changes.

1.4 CLARIFICATIONS AND INTERPRETATIONS: Discrepancies, omissions or doubts as to the meaning of RFQ documents shall be communicated in writing to the University for interpretation.

Any responses to inquiries, clarifications, or interpretations of this RFQ that materially affect or change its requirements will be posted by the University as a written addendum. All such addenda issued by the University before the proposals are due become part of the RFQ. Respondents shall acknowledge receipt of and incorporate each addendum in its Qualifications. Respondents shall be required to consider only those clarifications and interpretations that the University issues by addenda. Interpretations or clarifications in any other form, including oral statements, will not be binding on the University, and should not be relied on in preparing Qualifications. It is the responsibility of all Respondents to check the status of formal addenda seven (7) calendar days before the submittal deadline. The deadline for the receipt of written questions and submittal deadline is stated in Section 2.4.

1.4.1 ADDENDA AND AWARD INFORMATION, WILL BE ISSUED BY THE

UNIVERSITY FOR THIS RFQ VIA THE ELECTRONIC BUSINESS DAILY WEBSITE

AT THE FOLLOWING LINK: https://www.txsmartbuy.com/esbd

REFERENCE “LAMAR UNIVERSITY-734” AND THE RFQ NUMBER PROVIDED IN

THIS SOLICITATION.

1.5 SUBMISSION OF QUALIFICATIONS:

1.5.1 The Qualifications must be received at the address specified in Section 1.5.2 prior to the date and time deadline. Please note that overnight deliveries, such as FedEx and UPS, arrive at a central campus location but are not usually delivered to the specified location until after the time deadline. Respondents are advised to use other methods of delivery or, if using an overnight delivery service, to send the Qualifications a day earlier than usual. The University will not consider any response to this solicitation that is not received at the address specified by the deadline, regardless of whether it has been received by the

University.

1.5.2 DEADLINE AND LOCATION: The University will receive Qualifications and HUB

Subcontracting Plan at the time and location described below.

April 29, 2026 - 2:00 p.m., (CDT/CST)

(Hand Delivery)

Attn: Kelli Morris, CTCD

Lamar University

Procurement Services

Otho H. Plummer Building, Room 120

4400 Martin Luther King Parkway

Beaumont, TX 77705 https://www.txsmartbuy.com/esbd

(Courier Delivery)

Attn: Kelli Morris, CTCD

Lamar University

Procurement Services

1050 East Lavaca

Beaumont, TX 77705

Our building is the round building on the corner of MLK and E Virginia Street. The office door faces LU’s Visitor’s Information Booth

1.5.3 Submit one (1) hard copy of the Qualifications and one (1) digital copy on USB/flash drive in Adobe Acrobat PDF format. An original signature must be included on the

Respondent’s “Execution of Offer” document submitted with each hard copy.

1.5.4 Submit one (1) hard copy of the HUB Subcontracting Plan (“HSP”) and one (1) digital copy on USB/flash drive in Adobe Acrobat PDF format, as a separate attachment from the Qualifications, as described in Section 1.13.

1.5.5 Qualifications received after the deadline in 1.5.2 will be returned to the Respondent unopened. The individual identified in Section 1.5.2 will identify the official time clock at the RFQ submittal location identified above.

1.5.6 The University will not acknowledge or consider Qualifications that are delivered by telephone, facsimile (fax), or electronic mail (e-mail).

1.5.7 Properly submitted Qualifications will not be returned to Respondents.

1.5.8 Respondent’s Qualifications and HSP materials must be enclosed in a sealed envelope (box or container) addressed to the Point-of-Contact person. Packages must clearly identify the submittal deadline, the RFQ title and number, and include the name, return address, and email address of the Respondent’s contact person on all envelopes. The HSP (electronic and hard copy) shall be included with the Qualifications (electronic and hard copy) packet but sealed separately.

1.5.9 Properly submitted Qualifications will be opened publicly, and the names of the

Respondents will be read aloud immediately after the submissions of Qualifications deadline stated in Section 1.5.2.

1.6 POINT-OF-CONTACT: The University designates the following person as its representative and

Point-of-Contact for this RFQ. Respondents shall restrict all contact with the University and direct all questions regarding this RFQ, including questions regarding terms and conditions, in writing to the Point-of-Contact person by via email only.

Kelli Morris, CTCD, Director, Procurement Services

Lamar University Email: kmorris1@lamar.edu

1.7 EVALUATION OF QUALIFICATIONS: The evaluation of the Qualifications shall be based on the requirements described in this RFQ. All properly submitted Qualifications will be reviewed, evaluated, and ranked by a Selection Committee appointed by the University as approved by the

President or their designee. The top four (4) or fewer ranked Respondents may be selected by the mailto:kmorris1@lamar.edu

University for further consideration by participating in an interview wherein Qualifications will be presented and examined in further detail and where questions will be posed by the Selection

Committee and answered by the Respondent.

1.7.1 Qualifications submittals shall not include any information regarding Respondent’s proposed fees, pricing, or other compensation considerations as these will not be a factor in the selection of the most qualified Respondent(s).

1.8 UNIVERSITY’S RESERVATION OF RIGHTS: The University reserves the right to reject any and all Qualifications and re-solicit for new Qualifications, or to reject any and all submissions and temporarily or permanently abandon the solicitation. University makes no representations, written or oral, that it will enter into any form of agreement with any Respondent to this RFQ for any project and no such representation is intended or should be construed by the issuance of this RFQ.

1.9 ACCEPTANCE OF EVALUATION METHODOLOGY: By submitting its 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 the

University. Determinations by the Selection Committee will be subject to routine administrative review by the University’s executive officers but, once a selection is announced, it will not be subject to further review.

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: There will be no pre-submittal conference conducted for this selection process.

1.12 ELIGIBLE RESPONDENTS: Only individual firms or lawfully formed business organizations may apply (This does not preclude a Respondent from using consultants.) The University will contract only with the individual firm or formal organization that submits a Qualification.

1.13 HISTORICALLY UNDERUTILIZED BUSINESSES’ SUBMITTAL REQUIREMENTS: It is the policy of the University to promote and encourage contracting and subcontracting opportunities for Historically Underutilized Businesses (“HUB” or “HUBs”) in all contracts.

Accordingly, specific plans and representations by Respondents that appear to facilitate the State’s commitment to supporting HUB enterprises are required in the selection process. Failure to submit specific plans and representations regarding HUB utilization, or failure to address the subject at all, will be interpreted by the Selection Committee as an intention to not support the program and will disqualify the Respondent. A HUB Subcontracting Plan (HSP) is required as a part of the Respondent's Qualifications.

1.13.1 The HSP information may be downloaded from the Texas State Comptroller’s website at the following URL link: https://comptroller.texas.gov/purchasing/vendor/hub/forms.php

1.13.2 For information regarding the proper preparation of the HSP or any aspect of the

University’s HUB Program, contact:

Jessica Jaeger

HUB Program Manager jessica.jaeger@lsco.edu https://comptroller.texas.gov/purchasing/vendor/hub/forms.php mailto:jessica.jaeger@lsco.edu

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. All vendors must certify their eligibility by acknowledging the following statement, "Under Section 2155.004, Texas Government Code, the vendor certifies that the individual or business entity named in this bid or contract is not ineligible to receive the specified contract and acknowledges that this 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 to the vendor. 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, 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 include the University.

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

(Texas Tax Code Chapter 171). The contractor agrees that each subcontractor and supplier under contract will also provide a certification of franchise tax status.

1.17 DELINQUENCY IN PAYING CHILD SUPPORT: Under Section 231.006, Texas Family Code, the vendor or applicant certifies that the individual or business entity named in this contract, bid, or application is not ineligible to receive the specified grant, loan, or payment and acknowledges that this contract may be terminated, and payment may be withheld if this certification is inaccurate.

1.18 STATE REGISTRATION OF ARCHITECTURE FIRMS: Respondents are advised that the Texas

Board of Architectural Examiners requires that any firm or business entity (including architects, landscape architects and interior designers) providing architectural, landscape architecture or interior design services to the public, must register with the Texas Board of Architectural

Examiners. An entity is defined as a sole proprietorship, firm, partnership, corporation, or joint stock association. The Texas Board of Architectural Examiners, 505 East Huntland Drive, Suite

350, Austin, Texas 78752, telephone (512) 305-9000, has jurisdiction over individuals licensed under the Architects’ Registration Law, Chapter 1051, Texas Occupations Code.

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 NON-DISCRIMINATION: In their execution of this agreement, Respondent, consultants, their respective employees, and others acting by or through them shall comply with all federal and state policies and laws prohibiting discrimination, harassment, and sexual misconduct. Any breach of this covenant may result in termination of this agreement.

1.21 NON-BOYCOTT ISRAEL VERIFICATION: Pursuant to Section 2270.002 of the Texas

Government Code, Respondent certifies that either (i) it meets an exemption criterion under Section

2270.002; or (ii) it does not boycott Israel and will not boycott Israel during the term of the contract resulting from this solicitation. Respondent shall state any facts that make it exempt from the boycott certification in its Response.

1.22 CYBERSECURITY TRAINING PROGRAM: Pursuant to Section 2054.5192, Texas Government

Code, A/E and its consultants, officers, and employees who are provided credentials granting access to Member’s computer system also known as Member’s information system, must complete a cybersecurity training program certified under Section 2054.519, Texas Government Code as selected by the Member. The cybersecurity training program must be completed during the term and any renewal period of this Agreement. A/E shall verify in writing completion of the program to the Member within the first thirty (30) calendar days of the term and any renewal period of this

Agreement. Failure to comply with the requirements of this section are grounds for termination for cause of the Agreement.

1.23 CERTIFICATION REGARDING BUSINESS WITH CERTAIN COUNTRIES AND

ORGANIZATIONS: Pursuant to Subchapter F, Chapter 2252.152, Texas Government Code, Respondent hereby certifies it is not engaged in business with Iran, Sudan, or a foreign terrorist organization. Respondent acknowledges this Agreement may be terminated and payment withheld if this certification is inaccurate

1.24 NON-DISCRIMINATION OF FIREARM INDUSTRY VERIFICATION: Pursuant to Chapter

2274, Texas Government Code (as enacted in SB 19 in the 87th Regular Legislative Session [2021]), Respondent hereby verifies that either (i) it has less than ten (10) full time employees; or (ii), it does not have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association (as defined under Section 2274.001, Texas Government Code) and will not discriminate during the term of this Agreement against a firearm entity or firearm trade association .

1.25 ANTI-BOYCOTT ENERGY COMPANIES VERIFICATION: Pursuant to Chapter 2276, Texas

Government Code, Respondent hereby certifies that either (i) it has less than ten (10) full time employees or (ii) it does not “boycott energy companies” (as defined under Section 809.001, Texas

Government Code) and will not “boycott energy companies” during the term of the Agreement.

1.26 VACCINE PASSPORT PROHIBITION: Pursuant to Section 161.0085, Texas Health and Safety

Code (as enacted in SB 968 in the 87th Regular Legislative Session [2021]), Respondent hereby certifies that it does not require its customers to provide any documentation certifying the customer’s COVID-19 vaccination or post-transmission recovery on entry to, to gain access to, or to receive service from Respondent’s business. Respondent acknowledges that such a vaccine or recovery requirement would make Respondent ineligible for a state-funded contact and shall be grounds for termination of this Agreement for cause.

1.27 CRITICAL INFRASTRUCTURE AFFIRMATION: Pursuant to Section 2274.0102, Texas

Government Code, Respondent certifies that neither it nor its parent company, nor any affiliate of

Respondent or its parent company, is (i) majority owned or controlled by citizens or governmental entities of China, Iran, North Korea, Russia, or any other country designated by the Governor under

Section 2274.0103, Texas Government Code, or headquartered in any of those countries.

SECTION 2 – EXECUTIVE SUMMARY

2.1 HISTORICAL BACKGROUND: Lamar University in Beaumont, Texas was founded in 1923 a few blocks from the current location as South Park Junior College and enrolled 125 students in its first fall semester. The name changed to Lamar College in 1932 in honor of Mirabeau B. Lamar, second president of the Republic of Texas and the “Father of Education” in Texas. In the early 1940s, Lamar separated from the South Park school district, which had created the college, and moved to its current location.

In 1951, the school became Lamar State College of Technology, a state-supported four-year institution, the first junior college in Texas to make such a transition. Lamar experienced tremendous growth during the 1950s and 1960s in both the number of students and the number of buildings on campus.

Lamar’s stature as a research institution continued to grow with the introduction in 1970 of its first doctoral program. In 1971, the name changed to Lamar University. During the 1970s, the university began operating branch campuses in Port Arthur and Orange, which later became separate institutions. During the 1980s, the university was part of the Lamar University System.

Lamar University joined The Texas State University System in 1995. In the early to mid 2000s, the university experienced another period of significant growth, adding a host of facilities to improve campus life, attracting generous donations from alumni and friends and prestigious research grants to improve scholarship and teaching, while setting repeated enrollment records.

In more recent years, Lamar has experienced another wave of growth with the completion of five major capital projects, numerous renovations and upgrades of existing facilities and the purchase of

13 acres of commercial property adjacent to campus for future growth.

LU offers more than 100 programs of study leading to bachelor’s, master’s and doctoral degrees, is a recognized leader in online education and has been designated as a Doctoral Research University by the Carnegie Foundation for the Advancement of Teaching. The 283-acre campus in Beaumont is about 90 miles east of Houston and about 25 miles west of Louisiana.

2.2 MISSION STATEMENT: Lamar University strives to educate leaders, demonstrate excellence in student learning and career readiness, and pursue research with relevance.

2.3 SERVICES DESCRIPTION AND SCOPE: The scope of services will vary from project to project.

Upon identification of a need for services, LU will request a proposal based on the negotiated fee schedule and, upon acceptance of proposal, LU will issue a project assignment and corresponding purchase order. The services may include but are not limited to the following:

GENERAL SCOPE OF SERVICES: The Service Provider shall provide Testing, Adjusting and

Balancing (TAB) Services as they may relate to new construction, major renovations, and/or facility operations and shall be available for all phases of each project designated by Lamar

University and shall perform all services by providing all supervision, manpower, materials, equipment and supplies necessary. The Service Provider(s) will act as a liaison between the Owner, Engineer of record, and the Contractor and inspect the installation of the mechanical piping system, sheet metal work, temperature controls and other component parts of the heating, air conditioning, and ventilating systems being retrofitted, repaired, or added under the resulting Contract(s).

Services to be provided may include but are not limited to the following:

2.3.1 AIR CONDITIONING SYSTEMS: Contractor shall check, adjust, and balance components of the air conditioning system which will result in optimal noise, temperature, and airflow conditions in the conditioned spaces of the building while the system equipment is operating economically and efficiently. This is intended to be accomplished after the system components are installed and operating as specified in the Contract

Documents. It is the responsibility of the Contractor to place the equipment into service.

2.3.1.1 During the design phase, before drawings and specifications are finalized, review and provide comments about the drawings and specifications related to systems balancing.

2.3.1.2 During construction, review and provide comments about equipment/system submittals such as for control diagrams, air handling devices, etc., related to systems commissioning and systems balancing.

2.3.1.3 Provide skilled technicians to execute equipment start-up and execute functional performance tests.

2.3.1.4 Provide skilled technicians to perform function all performance testing and correct deficiencies (differences between specified and observed performance) as interpreted by the Owner and Owner's consultants and retest the equipment as necessary.

2.3.1.5 Variable air volume systems shall be balanced in accordance with Associated Air

Balance Council (AABC) 2002 Standard, Sixth Edition or most current edition, or other applicable standards as directed by Owner.

2.3.1.6 Provide reports in both hard copy and electronic format to the Owner related to actual operating conditions. The report shall include at least the following data:

date tested, personnel present, weather conditions, nameplate record of test instrument, and list all measurements taken after all systems corrections.

Measurements and recorded readings (of air, water, electricity, etc.) that appear in the report must have been made onsite by permanently employed technicians or engineers of the Services Provider.

2.3.1.7 During the balancing process, as the Service Provider discovers abnormalities and malfunctions of equipment or components, Services Provider shall advise the

Owner in writing so that the condition can be corrected by the Contractor prior to finishing the TAB scope of Work. Data from malfunctioning equipment shall not be recorded in the final TAB report.

2.3.1.8 Service Provider shall utilize ultrasonic flow meter to balance water flow of new or existing water systems if the original pressure drop data is not available. Service

Provider shall remove insulation as necessary to use flow meter and repair any insulation that was removed during TAB balancing.

2.3.1.9 Automatic temperature controls shall be calibrated; and all thermostats and dampers adjusted so that the control system is in proper operating condition, subject to the approval of the University.

2.3.1.10 The Service Provider shall report to University all air distribution devices or other equipment that operate noisily so that corrective measures may be implemented by the Contractor at no additional cost to the University.

2.3.1.11 The Service Provider shall provide documentation to the University with a list of the gauges, thermometers, velometer, and other balancing devices to be used in balancing the system. Submit evidence to show that the balancing devices are properly calibrated before proceeding with system balancing.

2.3.1.12 Technical investigations, feasibility studies, and other professional reports.

2.3.1.13 Other services as may be necessary to address specific project needs.

2.3.2 AIR BALANCE: When systems are installed and ready for operation, Service Provider shall perform an air balance for all air systems and record the results. The outside, supply, exhaust and return air volume for each air handling unit, supply fan and exhaust fan and the supply, exhaust or return air volume for each distribution device (excluding air inlets and outlets) shall be adjusted to within +/- 5 percent of the value shown on the Drawings.

Air handling unit and fan volumes shall be adjusted by changing fan speed and adjusting volume dampers associated with the unit. Air distribution device volume shall be adjusted using the spin-in tap damper for flexible duct connected devices and the device opposed blade damper (OBD) for duct connected devices. Air distribution devices shall be balanced with air patterns as specified. Duct volume dampers shall be adjusted to provide air volume to branch ducts where such dampers are shown.

2.3.2.1 Filters: Check air filters and filter media and balance system with essentially clean filters and filter media.

2.3.2.2 Blower Speed: Measure and adjust RPM at each fan or blower according to design requirements.

2.3.2.3 Ampere Readings: Measure and record full load amperes for motors.

2.3.2.4 Static Pressure: Static pressure gains or losses shall be measured across each supply fan, cooling coil, heating coil, return air fan, air handling unit filter and exhaust fan. These readings shall be measured and recorded for this report at the furthest air device or technical unit from the air handler supplying that device. Static pressure readings shall also be provided for systems which do not perform as designed.

2.3.2.5 Equipment Air Flow: Adjust and record exhaust, return, outside and supply air

CFM(s) and temperatures, as applicable, at each fan, blower and coil.

2.3.2.6 Coil Temperatures: Set controls for full cooling and for full heating loads. Read and record entering and leaving dry bulb and wet bulb temperatures (cooling only) at each cooling coil, heating coil and reheat coil at each VAV technical unit. At the time of reading, record water flow and entering and leaving water temperatures (In variable flow systems adjust the water flow to design for all the above readings).

2.3.2.7 Zone Air Flow: Adjust each HVAC VAV terminal unit and VAV air handling unit for design CFM.

2.3.2.8 Outlet Air Flow: Adjust each exhaust inlet and supply diffuser, register and grille to within + 5 percent of design air CFM. Include all technical points of air supply and all points of exhaust. Note: For Labs and rooms that are negative exhaust air flow shall be set to design+ 10 percent and supply to design - 5 percent. Positive areas will have opposite tolerances.

2.3.2.9. Pitot Tube Traverses: For use in future troubleshooting by Owner, all exhaust ducts, main supply ducts and return ducts shall have air velocity and volume measured and recorded by the traverse method at design full airflow condition.

Locations of these traverse test stations shall be described on the sheet containing the data.

2.3.3 HYDRONIC SYSTEMS BALANCE: When systems are installed and ready for operation, Service Provider shall balance all chilled, heating hot water, condenser (cooling tower), and process water systems.

2.3.3.1 Adjusted System Tests: Adjust balancing valves at each coil and heat exchanger for design flow, +/- 5 percent. Adjust balancing valves at pumps to obtain design water flow. Record pressure rise across pumps and GPM flow from pump curve.

Permanently mark the balanced position for each valve. (Note: If discharge valves on the pumps are used for balancing record the head being Restricted by the valves).

2.3.3.2 Temperature Readings: Read and record entering and leaving water temperature at each water coil, converter, and heat exchanger. Adjust as necessary to design conditions. Provide final readings at all thermometer well locations. Check and set operative temperatures of heat exchangers to design requirements.

2.3.3.3 Test cooling towers in accordance with CTI Code ATC 105.

2.3.3.4 Pressure Readings: Water pressure shall be recorded at all gauge connections.

Pressure readings at coils and pumps shall be related to coil and pump curves in terms of GPM flow through flow measuring status, if provided and installed, at each air handler. The flow of water through all water coils shall be adjusted by manipulating valves until the rated pressure drops across each coil is obtained and total water flow is verified by flow measuring status. For coils equipped with 3-way valves, the rated pressure drop shall first be adjusted through the coils. The bypass valve shall then be adjusted on each coil until an equal pressure drop between supply and return connections is the same as with the flow through the coil.

2.3.3.5 Ensure that water circulating systems shall be full of water and free of air: expansion tanks set for proper water level, and air vents installed at high points of systems, and operating freely. Advise University of deficiencies.

2.3.3.6 Ampere Readings: Reading and record full load amperes for each pump motor.

2.3.4 DX SYSTEMS:

2.3.4.1 Test and record suction and discharge pressures at each compressor and record ambient air temperature entering and the condensing coils.

2.3.4.2 Test and record unit full load amps and voltage.

2.3.4.3 Test and record staging and unloading of unit required by sequence of operation of drawing schedule.

2.3.5 SOUND VIBRATION & ALIGNMENT:

2.3.5.1 Sound: Read and record sound levels at up to fifteen (15) locations per floor in the building as designated by the Architect/Engineer for the project. All measurements shall be made using an Octave Band Analyzer. All tests shall be conducted when the building is quiet and in the presence of the Architect/Engineer, at the

Architect/Engineer's option.

2.3.5.2 Vibration: Read and record vibration for all water circulating pumps, air handling units, and fans which have motors larger than 10 horsepower. Include equipment vibration, bearing housing vibration, foundation vibration, building structure vibration, and other tests as directed by the Architect/Engineer. Readings will be made using portable IRD (or approved equal) equipment capable of filtering out various unwanted frequencies and standard reporting forms. Maximum vibration at any point listed above, or specified, shall not exceed one mil on fans and one mil on pumps unless otherwise specified. Equipment manufacturer shall rectify all systems exceeding vibration tolerances.

2.3.6 BUILDING SYSTEMS AUTOMATION:

2.3.6.1 Work with the Owner to ensure the most effective total system operation within the design limitations, and to obtain mutual understanding of intended control performance.

2.3.6.2 Verify that all control devices are properly connected.

2.3.6.3 Verify that the intended controllers operate all dampers, valves and other controlled devices.

2.3.6.4 Verify that all dampers and valves are in the position indicated by the controller;

open, closed, or modulating.

2.3.6.5 Verify the integrity of valves and dampers in terms of tightness of close-off and full- open positions. This includes all duct-mounted dampers, dampers in terminal units, and fire/smoke dampers.

2.3.6.6 Observe that all valves are properly installed in the piping system(s) in relation to direction of flow and location.

2.3.6.7 Observe the calibration and operation of all controllers.

2.3.6.8 Verify the proper application of all normally opened and normally closed valves.

2.3.6.9 Observe the locations of all thermostats and humidistats for potential erratic operation from outside influences such as sunlight, drafts, or cold walls.

2.3.6.10 Observe the locations of all sensors to determine whether their position will allow them to sense only the intended temperatures or pressures of the media. Provider as designated by the Owner, will relocate sensors as deemed necessary by the Contractor.

2.3.6.11 Verify that the sequence of operation for any control mode is in accordance with approved Shop Drawings and Specifications. Verify that no demand for simultaneous heating and cooling occurs at the terminal units.

2.3.6.12 Verify that all controller setpoints meet the project Contract Documents.

2.3.6.13 Check all dampers for free travel.

2.3.6.14. Verify the operation of all interlock systems.

2.3.6.15 Perform variable volume system verification to assure the system and system components track with changes from full flow to minimum flow.

2.3.6.16 Verify that all venturi-type airflow air valves are installed properly in the ductwork in relation to direction of flow and location.

2.3.6.17 Verify that all air terminal units are installed properly in the ductwork in relation to direction of airflow and location.

2.3.6.18 Verify that all fluid piping to heat exchangers and coils are connected in counterflow configuration with respect to the other fluid media.

2.3.6.19 Verify that all balancing valves are correct type and installed in the correct locations

2.3.6.20 Verify that control components are installed in accordance with project documents and functional electrical interlocks, damper sequences, air and water resets, fire and freeze stats.

2.3.7 STAIRWELL PRESSURIZATION SYSTEMS: With the building HVAC system operating under emergency power, perform the following:

2.3.7.1 With all doors closed, measure the door pull to determine that the opening force required is less than or no greater than 30 pound-force.

2.3.7.2 With all doors closed, measure the pressure differential across each door to verify the pressure differentials at each floor. Pressure differential shall be a minimum of

0.05 inches w.g. and shall not exceed 0.15 inches w.g.

2.3.7.3 Measure the airflow in the stairwell with the maximum number of doors fully open by pilot tube traverse, if traverse locations are available. If traverse locations are not available, TAB Finn shall measure air flow at each outlet.

2.3.7.4 Verify with smoke that the smoke detector in the stair pressurization fan inlet shuts down the fan.

2.3.8 REFERENCE STANDARDS: The latest published edition of a reference shall be applicable to a project(s) unless identified by a specific edition date. All materials, installation and workmanship shall comply with the applicable requirements and standards addressed within the following references:

2.3.8.1 AABC- National Standards for Testing and Balancing Heating, Ventilating, and

Air Conditioning Systems.

2.3.8.2 NEBB - National Environmental Balancing Bureau, Procedural Standards for

Testing, Adjusting, Balancing of Environmental Systems.

2.3.8.3 ASHRAE HVAC Applications Chapter 37: Testing, Adjusting and Balancing.

2.3.8.4 ANSIIASHRAE Standard Ill: Practices for Measurement, Testing, Adjusting and

Balancing of Buildings, Heating, Ventilation, Air Conditioning and Refrigeration

Systems.

2.3.8.5 CTI- Cooling Technology Institute CODE ATC-105.

2.3.9 DELIVERABLES:

2.3.9.1 The activities described in this Scope of Services shall culminate in a report to be provided electronically to the Owner and Contractor. Neatly type and arrange data.

Include with the data, the dates tested, personnel present, weather conditions, nameplate record of test instrument and list all measurements taken after all connections are made to the system. Record all failures and corrective action taken to remedy incorrect situation. The intent of the report is to provide a reference of actual operating conditions for the Owner's operations personnel.

2.3.9.2 All measurements and recorded readings (of air, water, electricity, etc.) that appear in the report must have been made at the project site by the permanently employed technicians or engineers of the Services Provider.

2.3.9.3 At the Owner's option, all data sheets tabulated each day by Services Provider personnel shall be submitted for review and sign-off by the Owner's representative.

Those data sheets, as initialed by the Owner's representative, shall be presented as a supplement to the final TAB report.

2.3.9.4 Other deliverables as may be described in a Request for Proposal.

2.3.10 SUBCONSULTANTS: Subconsultants providing services under any subsequent agreement shall meet the same requirements and level of experience as required of the

Respondent. No subconsultant under the agreement shall relieve the primary Respondent of responsibility for the service. If the Respondent uses a subconsultant for any or all of the work required, the following conditions shall apply under the listed circumstances:

2.3.10.1 Respondents planning to subcontract all or a portion of the work shall identify the proposed subconsultant.

2.3.10.2 The University retains the right to verify subconsultant’s background and make determination to approve or reject the use of submitted subconsultants.

2.3.10.3 The Respondent shall be the only contact for the University and subconsultant.

Respondent shall list a designated point of contact for all University and subconsultant inquiries.

2.4 SCHEDULE: Key schedule milestones (subject to change) are:

2.4.1 University publishes RFQ for IDIQ TAB Professional Services....................... 04/07/2026

2.4.2 RFQ submittal of questions deadline (2:00 p.m.) ............................................... 04/14/2026

2.4.3 Deadline for submittal of Qualifications and HSP (2:00 p.m.) ........................... 04/29/2026

2.4.4 University announces “short-list” of Respondents selected for interviews

(if required) ........................................................................................................ 05/07/2026

2.4.5 University interviews Respondents (if required) ................................................ 05/13/2026

2.4.6 University selects most qualified Respondent(s) ................................................ 05/15/2026

2.4.7 University negotiates fee schedule and executes Agreement ............................. 05/20/2026

The schedule of events presented above represents a basic timeline for the solicitation. Time is of the essence for the University to bring the successful Respondent under contract to begin TAB

IDIQ services. Respondent shall expedite contract negotiations to meet and/or improve on this schedule.

SECTION 3 – REQUIREMENTS FOR STATEMENT OF QUALIFICATIONS

Respondents shall carefully read the information contained in the following criteria and submit a complete statement of Qualifications responding to all questions in Section 3 formatted as directed in Section 4.

Incomplete Qualifications will be considered non-responsive and will be subject to rejection.

3.1 CRITERION ONE: RESPONDENT’S STATEMENT OF QUALIFICATIONS AND

AVAILABILITY TO UNDERTAKE IDIQ TAB PROFESSIONAL SERVICES: (Criterion

Weight: 10%) - (Maximum of two (2) printed pages per question)

3.1.1 Provide a statement of interest for the solicitation including a narrative describing the

Respondent’s unique qualifications as they pertain to the services described in this RFQ.

Identify your firm’s involvement in professional associations related to the testing and balancing industry, building commissioning industry, and/or other aspects of building construction and installation. Provide evidence of your firm’s TABB, NEBB or AABC certification.

3.1.2 Provide a statement on the availability and commitment of the Respondent and its principal(s) and assigned professionals, including all consultants, to undertake the services described in this RFQ.

3.1.3 Provide a brief history of the Respondent’s firm and each proposed consultant.

3.1.4 Provide a graphic representation of the project team, identifying the Firm and illustrating reporting lines, names and titles of each participant of the Respondent and any consultants proposed for the services described in this RFQ.

3.2 CRITERION TWO: RESPONDENT’S ABILITY TO PROVIDE IDIQ A/E SERVICES:

(Criterion Weight: 10%)

3.2.1 Provide the following information for the Respondent:

3.2.1.1 Legal name of the firm as registered with the Secretary of State of Texas

3.2.1.2 Address of the office that will be providing services

3.2.1.3 Number of years in business

3.2.1.4 Type of operation (Individual, Partnership, Corporation, Joint Venture, etc.

3.2.1.5 Firm size and number of employees by skill group

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

3.2.1.7 Signed, completed US IRS for W-9

3.2.2 Identify if the Respondent’s firm or any of its consultant team is 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.

3.2.3 Provide any details of all past or pending litigation or claims filed against the Respondent’s firm or any of its consultant team that would affect Respondent's performance under an

Agreement with the University.

3.2.4 Identify if the Respondent is 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.

3.2.5 Declare if any relationship exists by relative, business associate, capital funding agreement, or any other such kinship between Respondent or any of its consultants and any University

Employee, officer, or Regent. If so, please explain.

3.2.6 Provide a claims history under professional malpractice insurance for the past five (5) years for the Respondent’s firm and any consultants proposed to provide professional services.

3.3 CRITERION THREE: QUALIFICATIONS OF ASSIGNED RESPONDENT’S PERSONNEL

AND THEIR LIKELY ROLES: (Criterion Weight: 35%)

3.3.1 Identify the Key Personnel that will be involved in providing IDIQ TAB services and their likely roles. Specifically name the person(s) who will support the oversight efforts with

University.

3.3.2 Indicate whether the Respondent intends to use consultants or sub-consultants in rendering professional services to the University. If so, indicate the roles of such consultants and describe the Respondent’s process in working with consultants and integrating them into the process of providing IDIQ TAB Professional Engineering services. Identify the Firm’s relationship and history of working with the proposed consultants or subcontractors

3.3.3 Provide detailed resumes stating the experience and expertise of the professionals that will be involved in providing IDIQ TAB services, including their experience with similar tasks, the number of years with the firm, and their city of residence. Identify professional licensure and certification relevant to the services described in this RFQ of each individual.

Provide evidence of NEBB, TABB or AABC certification of each individual.

3.4 CRITERION FOUR: RESPONDENT’S PERFORMANCE ON PAST REPRESENTATIVE IDIQ

TAB PROFESSIONALENGINEERING: (Criterion Weight: 30%)

3.4.1 List no less than three (3) but no more than five (5) projects for which Respondent has provided IDIQ TAB Professional Engineering services that are most closely related to the services described in this RFQ and completed within the last ten (10) years. Any engagements with the University, or other Texas public institutions of higher education and other Texas state-funded institutions including public school districts should be included. List the projects in order of priority, with the most relevant project listed first.

Provide the following information for each project listed:

3.4.1.1 Project name, location, description, type of services provided, and contract delivery method.

3.4.1.2 Description of specific services provided by the Respondent. Identify the roles played on the representative project by any of the Respondent’s currently proposed team members.

3.4.1.3 Project size in gross square feet.

3.4.1.4 Type of construction (new, renovation, or expansion).

3.4.2 References (for each project listed above, identify the following):

3.4.2.1 The owner’s name and representative who served as the day-to-day liaison(s) during the design and construction phases of the project, including telephone number, and email address.

3.4.2.2 Respondent’s representative who served as the day-to-day liaison(s) during the design and construction phase of the project, including telephone number, and email address.

3.4.2.3 Length of business relationship with the owner.

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

3.4.3 List a maximum of three (3) engagements for which Respondent has provided traditional

TAB professional services that are most closely related to the services described in this

RFQ. Any engagements with Texas State…