ESBD_506960_1776205689217_ESBD RFQ FM2026-008 DM Project Management.pdf

10/18/2016 ISSUANCE PAGE 1 OF 22

REQUEST FOR QUALIFICATIONS FOR

PROJECT MANAGEMENT SERVICES

THE UNIVERSITY OF TEXAS AT ARLINGTON

DEFERRED MAINTENANCE 2026-2029 PROJECT

MANAGEMENT SERVICES

RFQ No.: FM2026-008

RFQ DUE DATE: May 13, 2026 at 2:00pm HUB Due Date: May 13, 2026 at 2:00pm

Prepared By:

Viki Lewis

University of Texas at Arlington Office of Facilities Management 1225 W. Mitchell Street, Ste. 205

Arlington, TX 76019 817-272-0192 vlewis@uta.edu

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TABLE OF CONTENTS

Section 1 - General Information & Requirements

1.1 General Information

1.2 Public Information

1.3 Type of Contract

1.4 Clarifications and Interpretations

1.5 Submission of Qualifications

1.6 Point-Of-Contact

1.7 Evaluation of Qualifications

1.8 Owner’s Reservation of Rights

1.9 Acceptance of Evaluation Methodology

1.10 No Reimbursement for Costs

1.11 Pre-Submittal Conference

1.12 Eligible Respondents

1.13 Historically Underutilized Businesses’

Submittal Requirements

1.14 Sales and Use Taxes

1.15 Certification of Franchise Tax Status

1.16 Required Notices of Workers’

Compensation Insurance Coverage

1.17 Prevailing Wage Rate Determination

1.18 Delinquency in Paying Child Support

1.19 Ethics and Standards of Conduct

1.20 State Registration of Architecture Firms

1.21 State Registration of Engineering Firms

1.22 Certification Required by Texas

Governor Executive Order GA-48

1.23 Criminal Background Check

1.24 Undocumented Workers

1.25 Disclosure of Interested Parties Statute

Section 2 - Executive Summary

2.1 Historical Background

2.2 Mission Statement

2.3 Project Description, Scope and Budget

2.4 Project Planning Schedule

Section 3 - Requirements for Statement of Qualifications

3.1 Respondent’s Statement of

Qualifications and Availability to Undertake the Project

3.2 Prime Firm’s Ability to Provide

Services

3.3 Project Management Services Firm

3.4 Respondent’s Performance on Past

Representative Projects

3.5 Respondent’s Knowledge of Best

Practices

3.6 Respondent’s Ability to Identify and

Resolve Problems on Past Projects

3.7 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

Section 5 - Attachments to the RFQ

5.1 Exhibit H: Policy on Utilization

Historically Underutilized Businesses

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REQUEST FOR QUALIFICATIONS FOR

PROJECT MANAGEMENT SERVICES

THE UNIVERSITY OF TEXAS AT ARLINGTON

DEFERRED MAINTENANCE 2026-2029 PROJECT MANAGEMENT SERVICES

RFQ No.: FM2026-008

SECTION 1 – GENERAL INFORMATION & REQUIREMENTS

1.1 GENERAL INFORMATION: The University of Texas at Arlington is soliciting statements of qualifications (“Qualifications”) for selection of a Project Management firm for Deferred Maintenance 2026-2029 Project Management Services, RFQ No.FM2026-008 (“Project”), in accordance with the terms, conditions, and requirements set forth in this Request for Qualifications.

1.1.1 This Request for Qualifications (“RFQ”) is the first step in a two-step process for selecting a

Project Management firm. The RFQ provides the information necessary to prepare and submit Qualifications for consideration and initial ranking by the Owner. Based on the initial ranking, the Owner may select up to five (5) of the top ranked qualified respondents to attend Interviews in the final step of the process.

1.1.2 In the final step of the process, Interviews, the “most” qualified respondents will be requested to attend an interview with the Owner to confirm the Qualification submittal and answer additional questions. The Owner will then rank the remaining respondents in order to determine a “most” qualified respondent.

1.1.3 The Owner anticipates selecting a qualified firm to provide project management services for its deferred maintenance program encompassing dozens of projects, ranging from $50,000- $2,500,000, identified in the Sightlines Capital Renewal Model. Key objectives of the deferred maintenance program include:

• Reduce the university’s deferred maintenance backlog

• Improve reliability of critical building systems

• Protect institutional assets

• Improve safety and code compliance

• Increase operational efficiency

• Minimize disruption to campus operations

• Deliver projects on schedule and within budget

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.

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

Attorney General with respect to disclosure of RFQ information.

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

Owner’s Standard Project Management Agreement copy of which will be posted by addendum.

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1.3.1 DURATION OF CONTRACT: The duration of this service contract shall be for a period of three (3) years (Phase I) with three (3) consecutive one (1) year renewal options (Phase II) at the discretion of the Office of Facilities Management.

1.4 CLARIFICATIONS AND INTERPRETATIONS: Any clarifications or interpretations of this RFQ that materially affect or change its requirements will be posted by the Owner as an addendum on the http://www.txsmartbuy.com/sp. It is the responsibility of all respondents to obtain this information in a timely manner. All such addenda issued by the Owner before the proposals are due as part of the RFQ, and respondents shall acknowledge receipt of and incorporate each addendum in its Qualifications.

1.4.1 Respondents shall consider only those clarifications and interpretations that the Owner issues by addenda five (5) days prior to the submittal deadline. Interpretations or clarifications in any other form, including oral statements, will not be binding on the Owner and should not be relied on in preparing Qualifications.

1.4.2 All questions must be received by Friday, May 1, 2026 at 2:00p.m.

1.5 SUBMISSION OF QUALIFICATIONS:

1.5.1 DEADLINE AND LOCATION: The Owner will receive Qualifications at the time and location described below.

May 13, 2026 at 2:00pm CST

The University of Texas at Arlington Office of Facilities Management 1225 West Mitchell Street, Suite 205 Arlington, TX 76019

1.5.2 Submit one (1) original and six (6) identical copies of the Qualifications and one (1) pdf copy on a flash drive. An original signature must be included on the “Respondent’s Statement of Qualifications and Ability to Undertake the Project” document submitted with each copy.

1.5.3 Submit one (1) original and one (1) copy of the HUB Subcontracting Plan (HSP) as separate attachments to the Qualifications as described in Section 1.13.

1.5.4 Late received Qualifications will be returned to the respondent.

1.5.5 The Owner will not acknowledge or receive Qualifications that are delivered by telephone, facsimile (fax), or electronic mail (e-mail).

1.5.6 Properly submitted Qualifications will not be returned to respondents.

1.5.7 Qualifications materials must be enclosed in a sealed envelope (box or container) addressed to the Point-of-Contact person; the package must clearly identify the submittal deadline, the RFQ number, and the name and return address of the respondent.

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

Point-of-Contact for this RFQ. Respondents shall restrict all contact with the Owner and direct all http://www.txsmartbuy.com/sp

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questions regarding this RFQ, including questions regarding terms and conditions and technical specifications, to the Point-of-Contact person.

Viki Lewis, Senior Financial Analyst

Office of Facilities Management 1225 W. Mitchell St., Ste. 205 Arlington, Texas 76019 817-272-0192 vlewis@uta.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 the Owner. The top five or fewer ranked respondents may be selected by the Owner to participate in step two of the selection process.

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

1.8 OWNER’S RESERVATION OF RIGHTS: The Owner may evaluate the Qualifications based on the anticipated completion of all or any portion of the Project. The Owner reserves the right to divide the Project into multiple parts, to reject any and all Qualifications and re-solicit for new Qualifications, or to reject any and all proposals and temporarily or permanently abandon the Project. Owner makes no representations, written or oral, that it will enter into any form of agreement with any respondent to this RFQ for any 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” firm(s) will require subjective judgments by the Owner.

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

1.11 PRE-SUBMITTAL CONFERENCE: A pre-submittal conference will be held at the time and location described below.

April 28, 2026, 3:00PM, local time

Trinity Hall 104E, 800 Greek Row Arlington, TX 76019

Visitor Parking is located at West Campus Garage. A parking permit is required through the Honk Mobile app, Location Code 8051. On-street meter parking may be available nearby.

1.11.1 Attendance at the pre-submittal conference is MANDATORY.

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1.12 ELIGIBLE RESPONDENTS: Only individual firms or lawfully formed business organizations may apply (This does not preclude a respondent from using consultants.) The Owner 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 of Texas System and each of its component institutions, to promote and encourage contracting and subcontracting opportunities for Historically Underutilized Businesses (HUB) in all contracts. Accordingly, the Owner has adopted Exhibit H, Policy on Utilization of Historically Underutilized Businesses (See attached). The Policy applies to all contracts with an expected value of $100,000 or more. If Owner determines that subcontracting opportunities are probable, then a HUB Subcontracting Plan is a required element of the Qualifications. Failure to submit a required HUB Subcontracting Plan will result in rejection of the Qualifications.

1.13.1 STATEMENT OF PROBABILITY

The Owner has determined that subcontracting opportunities are probable in connection with this procurement solicitation. Therefore, a HUB Subcontracting Plan (HSP) is required as a part of the respondent's Qualifications. The respondent shall develop and administer a HSP as a part of the respondent's Qualifications in accordance with the University of Texas System Policy on Utilization of Historically Underutilized Businesses (HUB), Exhibit H.

1.13.2 Refer to Exhibit H, Policy on Utilization, Historically Underutilized Business (attached) and the Summary of Requirements for a detailed list of attachments required with the Qualifications.

1.13.3 The “Statement of Probability” determines the probability for subcontracting opportunities.

This determination will clarify which attachments, detailed in Figure 1, will be required to be completed and returned.

1.13.4 Submit one original and one copy of the HUB Subcontracting Plan in a separate attachment apart from the submittal of qualifications.

1.13.5 There will be an optional “How to successfully complete the HUB Subcontracting Plan

(HSP)” conference call which will be held on April 29, 2026 at 10:30 a.m.. Join on your computer or mobile app via the following link: Join Here For audio attendance only the call-in number is 817-502-2418 and the Phone Conference ID# is 723 200 684# All methods for completing the plan will be covered in the session with time allotted for questions and answers. We encourage your HSP preparer’s attendance of this session to ensure meeting Texas HUB Subcontracting Plan requirements and avoid your submittal being disqualified.

1.13.6 To obtain an optional courtesy review of your HUB subcontracting plan prior to submission please email your completed HUB plan to mario.ramirez@uta.edu and rylan.yellman@uta.edu no later than close of business on May 5, 2026. Please include “HUB Courtesy Review” in the subject line of your email. This is a preliminary courtesy review only and an approved HUB Subcontracting plan is required to be submitted as described in Section 1.5 in order for your qualifications to be evaluated.

1.14 SALES AND USE TAXES: Section 151.311, Tax Code, as amended effective October 1, 1993, permits the purchase free of state sales and use taxes of tangible personal property to be incorporated into realty in the performance of a contract for an improvement to realty for certain https://teams.microsoft.com/meet/253719758360583?p=xKFudHg70FuhoR65In mailto:mario.ramirez@uta.edu mailto:rylan.yellman@uta.edu

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exempt entities that include The University of Texas System. 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."

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

1.16 REQUIRED NOTICES OF WORKERS' COMPENSATION INSURANCE COVERAGE: The

Texas Workers' Compensation Commission has adopted a new rule, 28 TAC, sec. 110.110, relating to REPORTING REQUIREMENTS FOR BUILDING OR CONSTRUCTION PROJECTS FOR GOVERNMENTAL ENTITIES. The rule applies to all building or construction contracts advertised for bid on or after September 1, 1994. The rule implements sec. 406.096, Texas Labor Code, which requires workers' compensation insurance coverage for all persons providing services on a building or construction project for a governmental entity. The requirements of the rule are set forth in Article 6 of the Uniform General and Supplementary General Conditions for University of Texas System Building Construction Contracts.

1.17 PREVAILING WAGE RATE DETERMINATION: Respondents are advised that the Texas

Prevailing Wage Law will be administered in accordance with the policies and procedures set forth in the U. T. System document, entitled "Prevailing Wage Guidelines." A copy is attached to the Special Conditions. The penalty for violation of prevailing wage rates has been increased from $10.00 per underpaid worker per day or portion thereof to $60.00.

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

1.19 ETHICS & STANDARDS OF CONDUCT EI-PO-07: This administrative policy (https://policy.uta.edu/doctract/documentportal/08D89616FAD6C7EA81FDCD1561C0B032)defi nes, and in most cases restricts, the benefits, gifts, honoraria and other entertainment activities that staff may be exposed to and supplements any provisions of state law or UT System rule or policy that is less restrictive. The policy covers “Conflicts of Interest” not allowed and items typically allowed. All respondents shall endeavor to use appropriate judgment related to the requirements and actions defined in the policy, during both the procurement phase and the contracting phase.

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

Board of Architectural Examiners requires that any firm or business entity providing architectural services to the public, other than a sole proprietor doing business under his/her name, must annually register information regarding the firm or business entity with the Texas Board of Architectural Examiners. Texas Board of Architectural Examiners. 333 Guadalupe Street, Suite 2-350, Austin, Texas 78701, telephone (512) 305-9000, has jurisdiction over individuals licensed under the Architects’ Registration Law, Chapter 1051, Texas Occupations Code.

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1.21 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.

1.22 CERTIFICATION REQUIRED BY TEXAS GOVERNOR EXECUTIVE ORDER GA-48:

Pursuant to Executive Order GA-48 of the Governor of Texas effective November 19, 2024, Contractor certifies that it and, if applicable, any of its holding companies or subsidiaries, is not:

a. Listed in Section 889 of the 2019 National Defense Authorization Act (NDAA); or

b. Listed in Section 1260H of the 2021 NDAA; or

c. Owned by the government of a country on the U.S. Department of Commerce's foreign adversaries list under 15 C.F.R. § 791.4; or

d. Controlled by any governing or regulatory body located in a country on the U.S.

Department of Commerce's foreign adversaries list under 15 C.F.R. § 791.4.

[NOTE: Executive Order GA 48 states that a public institution of higher education cannot enter into a new contract, contract extension, or contract renewal for a good or service with any company that meets any of the above-listed criteria. However, if the public institution of higher education can sufficiently demonstrate that (a) the good or service is necessary for the institution of higher education to fulfill a core function that directly benefits Texans and (b) the good or service can only be provided by an entity that meets one of the above-listed criteria, then the public institution of higher education may enter into a new contract, contract renewal, or contract extension with such an entity for no more than one year from November 19, 2024, and never thereafter.]

1.23 CRIMINAL BACKGROUND CHECKS. Individual who is assigned to perform the Work under this Agreement will be an employee of the Contractor or an employee of a permitted subcontractor engaged by the Contractor. Contractor is responsible for the performance of all individuals performing the Work under this Agreement. Prior to commencing the Work, Contractor will (1) provide University with a list ("List") of all individuals who may be assigned to perform the Work, and (2) have an appropriate criminal background screening performed on all such individuals within the last twelve (12) months. Contractor shall determine on a case-by-case basis whether each individual assigned to perform the Work is qualified to provide such services. Contractor will not knowingly assign any individual to provide services on University’s campus who has a history of criminal conduct unacceptable for a university campus, including:

Drug distribution activity or felony drug possession.

Sexual offenses.

Crimes of violence involving physical injury to another person.

Child abuses, molestation or other crimes involving child endangerment.

Murder.

Kidnapping.

Theft or embezzlement.

Any crime involving moral turpitude.

Contractor will update the List each time there is a change in the individuals assigned to perform the Work.

Prior to commencing performance of the Work under this Agreement, Contractor will provide University a letter signed by an authorized representative certifying compliance https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fgov.texas.gov%2Fuploads%2Ffiles%2Fpress%2FEO-GA-48_Hardening_State_Government_FINAL_11-19-2024.pdf&data=05%7C02%7Cccarson%40utsystem.edu%7C33aa21b9aa584d147fee08dd6e081080%7C61399d5f249c44d0b271adc287f323ff%7C0%7C0%7C638787703102029143%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=ikJm9WPw7ycdySdA7vwLM5soL%2BE5evz4spqIKUx26k8%3D&reserved=0

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with this Section. Contractor will provide University an updated certification letter each time there is a change in the individuals assigned to perform the Work.

1.24 UNDOCUMENTED WORKERS: The Immigration and Nationality Act (8 United States Code

1324a) (“Immigration Act”) makes it unlawful for an employer to hire or continue employment of undocumented workers. The United States Immigration and Customs Enforcement Service has established the Form I-9 Employment Eligibility Verification Form (“I-9 Form”) as the document to be used for employment eligibility verification (8 Code of Federal Regulations 274a). Among other things, Contractor is required to: (1) have all employees complete and sign the I-9 Form certifying that they are eligible for employment; (2) examine verification documents required by the I-9 Form to be presented by the employee and ensure the documents appear to be genuine and related to the individual; (3) record information about the documents on the I-9 Form, and complete the certification portion of the I-9 Form; and (4) retain the I-9 Form as required by Applicable Laws. It is illegal to discriminate against any individual (other than a citizen of another country who is not authorized to work in the United States) in hiring, discharging, or recruiting because of that individual's national origin or citizenship status. If Contractor employs unauthorized workers during performance of this Project in violation of the Immigration Act then, in addition to other remedies or penalties prescribed by Applicable Laws, University may terminate this Agreement. Contractor represents and warrants that it is in compliance with and agrees that it will remain in compliance with the provisions of the Immigration Act.

1.25 DISCLOSURE OF INTERESTED PARTIES STATUTE. In its proposal, Respondents must agree to comply with Section 2252.908, Texas Government Code (“Disclosure of Interested Parties Statute”) and 1 Texas Administration Code Sections 46.1 through 46.3 (“Disclosure of Interested Parties Regulations”) as implemented by the Texas Ethics Commission (“TEC”), including, among other things, providing the TEC and University with the information required by the Disclosure of Interested Parties Statute and the Disclosure of Interested Parties Regulations on the form promulgated by the TEC and set forth in Attachment 3. The form will be required to be submitted to Owner prior to the countersigning of the final agreement and not submitted with this RFQ.

SECTION 2 – EXECUTIVE SUMMARY

2.1 HISTORICAL BACKGROUND:

The University of Texas at Arlington ("University") is a comprehensive public university located in the dynamic and growing Dallas-Fort Worth, Metroplex. UTA continues to be recognized as a Carnegie Foundation Research-1: Doctoral Universities–Very High Research Activity, and a Texas Tier-One Research University. Through academic, internship, and research programs, UTA students receive real-world experiences that help them contribute to their community and, ultimately, the world. The second largest in UT System and the largest institution in the DFW Metroplex, each year, over 41,000 students engage in in-person and online coursework as they pursue studies in the 180-plus baccalaureate, master's, and doctoral degree programs. The main campus spans 420 acres and includes more than 100 buildings and state-of-the-art facilities. UTA offers flexible, innovative educational opportunities. Three satellite campuses operated by the University are in Fort Worth, Texas, at the University of Texas at Arlington Research Institute (UTARI), the University of Texas at Arlington Fort Worth Center at Santa Fe Station, and UTA West coming in 2028.

2.2 MISSION STATEMENT:

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The University of Texas at Arlington is a comprehensive research, teaching, and public service institution whose mission is the advancement of knowledge and the pursuit of excellence. The University is committed to the promotion of lifelong learning through its academic and continuing education programs and to the formation of good citizenship through its community service learning programs. The diverse student body shares a wide range of cultural values and the University community fosters unity of purpose and cultivates mutual respect.

2.3 PROJECT DESCRIPTION, SCOPE AND BUDGET:

2.3.1 Project Description

The University of Texas at Arlington (UTA), a member institution of the University of Texas System, seeks to engage a qualified professional project management services firm to provide a wide range of services for a comprehensive Deferred Maintenance Program.

The program will address critical infrastructure and facility renewal needs across the UTA campus.

Projects will focus on restoring, repairing, or replacing aging building systems and infrastructure in order to improve reliability, safety, operational efficiency, and long-term asset stewardship.

The selected firm will function as an extension of UTA Facilities Management, providing program-level coordination, project management oversight, cost control, schedule management, and reporting across multiple concurrent projects.

The deferred maintenance program is anticipated to be implemented over approximately two (2) -three (3) years, with projects executed in multiple phases based on institutional priorities, facility condition assessments, and funding availability.

Project types may include, but are not limited to:

• HVAC system replacement and modernization

• Electrical infrastructure and switchgear upgrades

• Roofing replacements and building envelope repairs

• Plumbing infrastructure replacement

• Fire protection and life safety system upgrades

• Elevator modernization

• Interior building system renewal

• Utility infrastructure improvements

• Mechanical equipment replacement

• Accessibility and code compliance upgrades

Projects will occur across academic, research, administrative, student services, and auxiliary facilities throughout the UTA campus

2.3.2 Scope of Services

The selected firm will provide comprehensive program management and project management services for the deferred maintenance portfolio. Services may include the following:

Program Management The firm will provide centralized management and coordination for the overall deferred maintenance program.

Responsibilities include:

• Develop and maintain the program implementation plan

• Assist UTA with project prioritization and sequencing

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• Develop a master program schedule

• Track program budget allocations and expenditures

• Establish standardized project management processes and templates

• Coordinate multiple concurrent projects and project teams

• Provide monthly executive report to university leadership

• Maintain program dashboards and performance metrics

• Identify program risks and mitigation strategies

Project Planning and Development For individual projects within the program, the firm will:

• Assist in developing project scopes and technical requirements

• Validate or refine cost estimates and project budgets

• Develop preliminary project schedules

• Support feasibility assessments and alternatives analysis

• Coordinate with UTA stakeholders and facility users

• Assist with preparation of design professional solicitations

• Participate in selection of architects/engineers as requested

Design Phase Management During the design phase, the firm will:

• Manage design consultants on behalf of the university

• Review design schedules and deliverables

• Coordinate stakeholder input and design reviews

• Monitor compliance with UTA standards and UT System requirements

• Provide cost control and independent estimate validation

• Conduct value engineering reviews

• Track scope alignment with approved budgets

Construction Phase Oversight During construction, the firm will:

• Monitor contractor performance

• Coordinate construction activities with campus operations

• Track construction schedules and milestones

• Review pay applications

• Coordinate monthly audit reviews of pay applications

• Monitor change orders and cost impacts

• Facilitate project meetings

• Coordinate inspections and testing

• Track project budgets and contingencies

• Identify and mitigate schedule or cost risks

Project Closeout The firm will assist with:

• Substantial and final completion processes

• Punch list management

• Commissioning coordination

• Turnover documentation

• Warranty tracking

• Final cost reconciliation

• Post-occupancy reporting

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Financial and Reporting Services The firm will provide detailed financial tracking and reporting, including:

• Budget monitoring

• Forecasting and cost projections

• Program expenditure tracking

• Schedule status reporting

• Risk reporting

• Executive-level dashboards

Reports will be prepared for UTA Facilities Management leadership and institutional administration.

Compliance The firm must ensure all projects comply with:

• University of Texas System policies

• State of Texas procurement requirements

• HUB (Historically Underutilized Business) participation requirements

• Applicable building codes and safety regulations

• UTA design and construction standards

2.4 PROJECT PLANNING SCHEDULE: Key Project planning schedule milestones are:

Owner receives Request for Qualifications Refer to Section 1.5 Owner conducts Pre-Submittal Conference Refer to Section 1.11 Owner interviews Respondents (if applicable) To be determined Owner executes Agreement To be determined Owner issues Notice to Proceed for Project Management June 10-15, 2026 Owner accepts Substantial Completion of All Assigned Projects July 1, 2029 (Phase I)

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 to all questions in Section 3 formatted as directed in Section 4. Incomplete Qualifications will be considered non-responsive and subject to rejection.

3.1 CRITERIA ONE: RESPONDENT’S STATEMENT OF QUALIFICATIONS AND

AVAILABILITY TO UNDERTAKE THE PROJECT (Maximum of two (2) printed pages per question)

3.1.1 Provide a statement of interest for the project including a narrative describing the Prime Firm’s and Project Team’s unique qualifications as they pertain to this particular project.

3.1.2 Provide a statement on the availability and commitment of the Prime Firm and its principal(s) and assigned professionals to undertake the project.

3.1.3 Provide a brief history of the Prime Firm and each consultant proposed for the project.

3.1.4 Provide a graphic representation of the project team, identifying the Prime Firm and each consultant proposed for the project.

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3.2 CRITERIA TWO: PRIME FIRM’S ABILITY TO PROVIDE SERVICES

3.2.1 Provide the following information for the Prime Firm:

Legal name of the company as registered with the Secretary State of Texas Address of the office that will be providing services Number of years in business Type of Operation (Individual, Partnership, Corporation, Joint Venture, etc…) Number of Employees by skill group Annual revenue totals for the past ten (10) years

3.2.2 Provide the three (3) most recent audited financial statements documenting your firm’s financial stability.

3.2.3 Is your company 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.

3.2.4 Provide any details of all past or pending litigation or claims filed against your company that would affect your company's performance under a Contract with the Owner.

3.2.5 Is your company 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.

3.2.6 Does any relationship exist by relative, business associate, capital funding agreement, or any other such kinship between your firm and any Owner employee, officer or Regent? If so, please explain.

3.2.7 Provide a claims history under professional malpractice insurance for the past five (5) years for the Prime Firm and any team members.

3.3 CRITERIA THREE: PROJECT MANAGEMENT SERVICES FIRM

3.3.1 Describe, in graphic and written form, the proposed project assignments and lines of authority and communication for principals and key professional members of each consultant that will be involved in the project. Indicate the estimated percent of time these individuals will be involved in the project for design and construction.

3.3.2 Provide resumes giving the experience and expertise of the principles and key project management staff for the prime firm that represent the level of expertise that will be provided in the engagement, including the experience with similar projects or contracts for services and their number of years with the prime firm.

3.3.3 Clearly identify the members of the proposed team who worked on the listed projects in Criteria

3.4 and describe their roles in those projects.

3.3.4 Provide an organizational chart for the Prime firm indicating the roles of the Project Management leadership, along with any proposed consultant firm or individual.

3.3.5 If applicable, for each consultant firm or individual that the firm proposes:

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• Identify the consultant and provide a brief history about the consultant.

• Describe the consultant’s proposed role in the project and its related project experience.

• List a project or contract for project management services that the prime firm and the consultant have worked together on during the last five years (if applicable).

• Provide a statement of the consultant’s availability for the project.

• Provide resumes giving the experience and expertise of principals and project management staff for the consultant who will be available and are proposed for this project.

3.4 CRITERIA FOUR: RESPONDENT’S PERFORMANCE ON PAST REPRESENTATIVE

PROJECTS

3.4.1 List a maximum of five (5) projects for which Project Management firm provided or is providing services that are most related to this engagement. List the projects in order of priority, with the most relevant project listed first. Provide the following information for each project listed:

Project name, location, contract delivery method, and description Color images (photographic or machine reproductions) Final Construction Cost, including Change Orders Final project size in gross square feet Type of construction (new, renovation, or expansion) Actual start and finish dates for design Actual Notice To Proceed and Substantial Completion dates for construction Description of professional services provided by the project management firm Name of Project Manager or other staff involved the project and their roles Name of Project Architect including the representative who served as the day-to-day liaison for the projects listed, including phone number.

Consultants used, if any and their role in the project

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

The Owner’s name and representative who served as the day-to-day liaison during the design and construction phases of the project, including telephone number Contractor’s name and representative who served as the day-to-day liaison, during

Preconstruction and/or construction phase of the project, including telephone number Length of business relationship with the Owner.

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

3.5 CRITERIA FIVE: RESPONDENT’S KNOWLEDGE OF BEST PRACTICES

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3.5.1 Describe the firm’s project management methodology and its process for integrating UT System and institutional processes and standards into the management of specific projects and/or into the delivery of specific services provided.

3.5.2 Describe the firm’s reporting and quality assurance program explaining the methods used and how the firm maintains quality control during all phases of a project.

3.5.3 Describe the firm’s process of ongoing evaluation of their staff performance with the owner’s representatives and what methodology is utilized to assure Owner satisfaction with firm’s performance.

3.5.4 Describe the firm’s process for monitoring their staff’s ongoing work on continuous basis to assure that the firm has current knowledge of responsibilities and accomplishments of their staff assigned to the project.

3.5.5 Describe the firm’s process for monitoring and managing performance of 2nd tier and/or consultant firms or individuals assigned to the project on the firm’s behalf.

3.5.6 Provide specific examples and associated reports for how these techniques or procedures were used for any three projects listed in response to Section 3.4.1.

3.5.7 Describe the firm’s experience with Alternate Project Delivery Methods. Provide specific examples of how this experience was utilized for any three projects listed in response to Section 3.4.1.

3.5.8 Describe the firm’s experience and methodology for managing project commissioning.

3.5.9 Describe the firm’s processes for validating and monitoring project budget and schedule.

3.5.10 Provide examples of monitoring tools and processes for reporting to the Owner regarding project and program performance.

3.5.11 Identify and describe the Prime Firm’s past experience on University of Texas System projects within the last five (5) years. Projects may repeat with Section 3.4 above.

3.6 CRITERIA SIX: RESPONDENT’S ABILITY TO IDENTIFY AND RESOLVE PROBLEMS

ON PAST PROJECTS

3.6.1 Describe your understanding of the administrative challenges and opportunities associated with providing Project Management services for The University of Texas System on this project, and your strategy for resolving these issues.

3.6.2 What do you perceive are the critical issues for this project?

3.6.3 For any combination of three (3) projects listed in response to Criteria 3.4, describe any conflicts with the Owner, Architect, Consultants, Contractor, or subcontractors, and describe the methods your firm used to resolve those conflicts.

3.6.4 Describe the prime firm’s past performance on projects for the University of Texas System within the past five years. If the prime firm has not previously provided Project Management services for the University of Texas System, then identify and describe the prime firm’s past

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performance on projects for the largest institution of higher education or healthcare for which it has provided professional services within the last five years.

3.6.5 In order to help facilitate and expedite execution of a U.T. System Project Management

Agreement following selection of the “most” qualified candidate, please identify any terms of the Agreement you may request to be changed prior to signing the Agreement.

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3.7 CRITERIA SEVEN: EXECUTION OF OFFER

NOTE TO RESPONDENTS: SUBMIT ENTIRE SECTION WITH RESPONSE.

THIS EXECUTION OF OFFER MUST BE COMPLETED, SIGNED, AND RETURNED WITH

THE RESPONDENT'S QUALIFICATIONS. FAILURE TO COMPLETE, SIGN AND RETURN

THIS EXECUTION OF OFFER WITH THE QUALIFICATIONS MAY RESULT IN

REJECTION OF THE QUALIFICATIONS.

SIGNING A FALSE STATEMENT MAY VOID THE SUBMITTED QUALIFICATIONS OR

ANY AGREEMENTS OR OTHER CONTRACTUAL ARRANGEMENTS, WHICH MAY

RESULT FROM THE SUBMISSION OF RESPONDENT’S QUALIFICATIONS, AND THE

RESPONDENT MAY BE REMOVED FROM ALL PROPOSER LISTS. A FALSE

CERTIFICATION SHALL BE DEEMED A MATERIAL BREACH OF CONTRACT AND, AT

OWNER'S OPTION, MAY RESULT IN TERMINATION OF ANY RESULTING CONTRACT

OR PURCHASE ORDER.

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

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

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

3.7.4 By signature hereon, a corporate Respondent certifies that it is not currently delinquent in the payment of any Franchise Taxes due under Chapter 171, Texas Tax Code, or that the corporate Respondent is exempt from the payment of such taxes, or that the corporate Respondent is an out-of-state corporation that is not subject to the Texas Franchise Tax, whichever is applicable.

3.7.5 By signature hereon, the Respondent hereby certifies that neither the Respondent nor the firm, corporation, partnership or Owner represented by the Respondent, or anyone acting for such firm, corporation, or institution has violated the antitrust laws of this state, codified in Section 15.01, et. seq., Texas Business and Commerce Code, or the Federal antitrust laws, nor communicated directly or indirectly the Qualifications made to any competitor or any other person engaged in such line of business.

3.7.6 By signature hereon, Respondent represents and warrants that:

3.7.6.1 Respondent is a reputable company regularly engaged in providing products and/or services necessary to meet the terms, conditions and requirements of the RFQ;

3.7.6.2 Respondent has the necessary experience, knowledge, abilities, skills, and resources to satisfactorily perform the terms, conditions and requirements of the RFQ;

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3.7.6.3 Respondent is aware of, is fully informed about, and is in full compliance with all applicable federal, state and local laws, rules, regulations and ordinances;

3.7.6.4 Respondent understands (i) the requirements and specifications set forth in this RFQ and

(ii) the terms and conditions set forth in the Contract under which Respondent will be required to operate;

3.7.6.5 Respondent, if selected by the Owner, will maintain insurance as required by the Contract;

3.7.6.6 All statements, information and representations prepared and submitted in response to this

RFQ are current, complete, true and accurate. Respondent acknowledges that the Owner will rely on such statements, information and representations in selecting the successful Respondent. If selected by the Owner as the successful Respondent, Respondent will notify the Owner immediately of any material change in any matters with regard to which Respondent has made a statement or representation or provided information.

3.7.7 By signature hereon, Respondent certifies that the individual signing this document and the documents made part of the RFQ is authorized to sign such documents on behalf of the company and to bind the company under any agreements or other contractual arrangements, which may result from the submission of Respondent’s Qualifications.

3.7.8 By signature hereon, Respondent certifies that if a Texas address is shown as the address of the

Respondent, Respondent qualifies as a Texas Resident Respondent as defined in Rule 1 TAC 111.2.

3.7.9 By signature hereon, Respondent certifies as follows:

3.7.9.1 “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.”

3.7.9.2 “Under Section 2155.004, Texas Government Code, the vendor or applicant 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.”

3.7.9.3 “Under Section 2254.004, Texas Government Code, the vendor or applicant certifies that each individual or business entity which is an engineer or architect proposed by Respondent as a member of its team was selected based on demonstrated competence and qualifications only.”

3.7.10 By signature hereon, Respondent certifies that no relationship, whether by relative, business associate, capital funding agreement or by any other such kinship exist between Respondent and an employee of any University of Texas component, or Respondent has not been an employee of any University of Texas component within the immediate twelve (12) months prior to your RFQ response. All such disclosures will be subject to administrative review and approval prior to the Owner entering into any contract with Respondent.

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3.7.11 By signature hereon, Respondent affirms that no compensation has been received for participation in the preparation of the specifications for this RFQ. (ref. Section 2155.004 Texas Government Code).

3.7.12 Respondent represents and warrants that all articles and services quoted in response to this RFQ meet or exceed the safety standards established and promulgated under the Federal Occupational Safety and Health Law (Public Law 91-596) and its regulations in effect or proposed as of the date of this solicitation.

3.7.13 By signature hereon, Respondent signifies his compliance with all federal laws and regulations pertaining to Equal Employment Opportunities and Affirmative Action.

3.7.14 By signature hereon, Respondent agrees to defend, indemnify, and hold harmless the State of

Texas, all of its officers, agents and employees from and against all claims, actions, suits, demands, proceedings, costs, damages, and liabilities, arising out of, connected with, or resulting from any acts or omissions of Respondent or any agent, employee, subcontractor, or supplier of Respondent in the execution or performance of any agreements or other contractual arrangements which may result from the submission of Respondent’s Qualifications.

3.7.15 By signature hereon, Respondent agrees that any payments that may become due under any agreements or other contractual arrangements, which may result from the submission of Respondent’s Qualifications, will be applied towards any debt including, but not limited to, delinquent taxes and child support that is owed to the State of Texas.

3.7.16 By signature hereon, Respondent certifies that no member of the Board of Regents of The

University of Texas System, or the Executive Officers of the University of Texas System or it’s component institutions, has a financial interest, directly or indirectly, in the transaction that is the subject of the contract.

3.7.17 Execution of Offer: RFQ No. FM2026-008

The Respondent must complete, sign and return this Execution of Offer as part of their submittal response. The Respondent’s company official(s) who are authorized to commit to such a submittal must sign submittals. Failure to sign and return this form will subject the submittal to disqualification.

Respondent’s Name:

Respondent’s State of Texas Tax Account No:

(This 11 digit number is mandatory)

If a Corporation:

Respondent’s State of Incorporation:

Respondent’s Charter No:

Identify by name, each person who owns at least 25% of the Respondent’s business entity:

(Name)

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Submitted and Certified By:

(Respondent’s Name) (Title)

(Street Address) (Telephone Number)

(City, State, Zip Code) (Email Address)

(Authorized Signature) (Date)

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SECTION 4 – FORMAT FOR STATEMENT OF QUALIFICATIONS

4.1 GENERAL INSTRUCTIONS

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

4.1.2 Qualifications shall be a MAXIMUM OF FIFTY (50) PRINTED PAGES. MINIMUM FONT SHALL BE 11 POINT.