ESBD_548668_1786569702664_TAMFW-26-286 Fundraising Feasibility Study.pdf

THE TEXAS A&M UNIVERSITY SYSTEM

Office of Procurement and Business Services

REQUEST FOR PROPOSAL

RFP NUMBER: RFP-01-TAMFW-26-286

FUNDRAISING FEASIBILITY STUDY

PROPOSAL MUST BE RECEIVED BEFORE:

2:00 P.M. CENTRAL TIME ON September 10, 2026

EMAIL PROPOSAL RESPONSES TO:

SOPROCUREMENT@TAMUS.EDU

SUBJECT LINE: TAMFW-26-286 FUNDRAISING FEASIBILITY STUDY

NOTE: Proposal response must be received by The Texas A&M University System Office of Procurement and Business Services before the date and time specified for receipt of proposal as stated within Section

2.3 of this Request for Proposals. After the due date and time, only the names of respondents will be made public.

REFER INQUIRIES TO:

Jeff Zimmermann, Executive Director Procurement and Business Services | VetHUB Program

The Texas A&M University System soprocurement@tamus.edu

All proposals shall become the property of The Texas A&M University System and the State of Texas upon receipt. Proposals may be subject to public review after contracts have been executed. Refer to Section 5G for more information regarding public information.

mailto:SOPROCUREMENT@TAMUS.EDU mailto:Soprocurement@tamus.edu

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TABLE OF CONTENTS

SECTION 1. INTRODUCTION ____________________________________________________________ 3

SECTION 2. INSTRUCTIONS FOR RESPONDENTS _____________________________________________ 5

SECTION 3. SCOPE AND OUTCOMES ______________________________________________________ 8

SECTION 4. PROPOSAL RESPONSE ______________________________________________________ 12

SECTION 5. GENERAL TERMS AND CONDITIONS ___________________________________________ 15

Exhibit A – Execution of Offer

Exhibit B – Non-Collusion Affidavit

Exhibit C – Insurance

Exhibit D – Required Contract Terms (Draft Services Agreement)

Attachment A – Subcontracting Plan Instructions

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SECTION 1 – INTRODUCTION

1.1 Introduction

The Texas A&M University System (“A&M System”) and Texas A&M-Fort Worth, in collaboration with The Texas A&M Foundation (“Foundation”), is soliciting proposals from qualified firms (also referred to as “Respondent” or “Provider”) to conduct a fundraising feasibility study for the Texas A&M–Fort Worth Capital Campaign. Refer to Section 3 for the full scope and requirements.

The intent of this Request for Proposal (“RFP”) is to allow all Respondents to provide a proposal with a sufficient amount of information and data that will enable the A&M System to determine which Respondent is in fact best able to meet the criteria which are to be considered for award.

By submitting responses, each Respondent certifies that it understands this RFP and has full knowledge of the scope and nature of the opportunity described herein. Each Respondent also certifies that it understands that all costs relating to preparing and responding to this RFP will be the sole responsibility of the Respondent.

Respondent is to independently investigate and verify, at its own discretion, all information acquired from the A&M System or from any other source which is relied on by Respondent in the preparation of its proposal.

1.2 The Texas A&M University System

The A&M System is one of the largest and most impactful higher education systems in the country, with an annual budget of $9.1 billion. Its statewide network includes 12 universities, a comprehensive health science center, eight state agencies, Texas A&M-Fort Worth and Texas A&M-RELLIS. The A&M System serves approximately 175,000 students and reaches millions more through service, research and outreach programs each year. With nearly $1.6 billion in annual research expenditures, the A&M System fuels innovation, supports communities and drives Texas’ economy forward.

More information about The Texas A&M University System and all of its members can be found at the A&M System About page (https://www.tamus.edu/system/about/).

1.3 Calendar Of Events

Release of RFP ......................................................................................... August 12, 2026 Deadline for Questions ............................................................................ August 20, 2026 Release of Addendum (if applicable) ...................................................... August 26, 2026 Deadline for Receiving Proposals ...................................................... September 10, 2026 Interview Finalists (A&M System’s Option) ...... anticipated week of September 21, 2026 Anticipated Award Date ..................................................................... by October 9, 2026

The A&M System will make every effort to adhere to the above schedule. The schedule, however, is subject to change. Schedule changes may be necessary for various reasons including but not limited to the need for further clarification of responses or terms of contract that are in the best interest of the A&M System, and/or in the event the A&M System requires more time to assure that the selection of the Respondent is in accordance with its policies, rules and regulations, as well as actual timing needs.

http://www.tamus.edu/about/ https://www.tamus.edu/system/about/

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1.4 Priorities/Expectations

Respondents should note the following priorities/expectations regarding the possibility of the A&M System establishing a contractual relationship with any Respondent:

(a) Ensuring a Quality Level of Service. This priority encompasses the quality of the level of service that can be provided to the A&M System in a timely, cost-effective manner. The A&M System is seeking a Respondent that will ensure the provision of such quality in its delivery of service through proven techniques and established metrics.

(b) Level of Experience and Expertise. Respondent must demonstrate its capabilities in providing the utmost level of experience and expertise to ensure a successful project as determined by the A&M System.

(c) Financial Stability. Respondent may be requested to demonstrate its financial stability and capabilities in providing the required services through financial statements or other means of substantiation.

1.5 Performance Period

The A&M System expects to initiate the scope of this RFP upon execution of a service agreement (“Agreement”), with an estimated three (3) to four (4) month timeline to complete the study. The initial term of the agreement shall be from date of execution through successful completion of the scope of work as described in Section 3. The A&M System reserves the right to negotiate an extension beyond the initial term if additional tasks or deliverables are needed to fulfill the intent of this RFP if the need arises. Any extension must be agreed to in writing by both parties.

Note the length of the performance period may be negotiable and Respondent may propose an alternate timeline based on scope and approach.

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SECTION 2 - INSTRUCTIONS FOR RESPONDENTS

2.1 General Information

Proposals shall be written and submitted in accordance with the outline and specifications contained herein, remain in effect a minimum of 120 days from the date of submission and may be subject to further extensions as negotiated. A statement to this effect should be contained in the Respondent’s cover letter.

This RFP contains specific requests for information. Respondents are encouraged to examine all sections of this RFP carefully, in that the degree of interrelationship between sections is critical.

In responding to this RFP, Respondents are encouraged to provide any additional information they believe relevant.

Clause headings appearing in this RFP have been inserted for convenience and ready reference.

They do not purport to define, limit or extend the scope or intent of the respective clauses.

Whenever the terms “must”, “shall”, “will”, “is required”, or “are required” are used in the RFP, the subject being referred to is to be a required feature of this RFP and critical to the resulting submittal.

In those cases where mandatory requirements are stated, material failure to meet those requirements could result in disqualification of the Respondent’s response. Any deviation or exception from RFP specifications must be clearly identified by the Respondent in its submittal.

Expenses for developing and presenting proposals shall be the entire responsibility of the Respondent and shall not be chargeable to the A&M System. All supporting documentation submitted with this submittal will become the property of the A&M System.

2.2 Examination of the Request for Proposal

Before submitting, each Respondent will be held to have examined the A&M System requirements outlined in Section 3 and satisfied itself as to the existing conditions under which it will be obligated to perform in accordance with specifications of this RFP.

No claim for additional compensation will be allowed due to unfamiliarity with the specifications and/or existing conditions. It shall be understood that the Respondent has full knowledge of all the existing and/or revised conditions and accepts them “as is.”

2.3 Proposal Submission Instructions

All proposals must be received by the A&M System no later than 2:00:00 p.m. Central Time, September 10, 2026, electronically via email to soprocurement@tamus.edu with the subject line of: “TAMFW-26-286 – Fundraising Feasibility Study”.

The sent time indicated within the A&M System email server shall be used for the receipt and acceptance of the response. A file sharing tool may be used to submit the proposal response if large file sizes are an issue. If opting to use a file sharing tool, it is recommended to send a test file prior to the due date.

Late proposals will not be considered under any circumstances. Proposal responses not submitted electronically according to the instructions above will not be accepted or considered for award.

mailto:soprocurement@tamus.edu

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Submittal Format:

Submission shall be saved as two (2) separate files in Adobe Portable Document Format (“PDF”) according to the items listed below and named as such; I) “company name – Forms”, and II) “company name – Proposal”.

2.4 Proposal Components

The following documents are to be returned as part of your proposal response. Failure to include each of these elements and documents may be the basis for response disqualification.

I. Forms

Signed Execution of Offer (Exhibit A) Non-Collusion Affidavit (Exhibit B) signed and notarized Subcontracting Plan (Section 4.3), if applicable

II. Proposal

Cover Letter Technical Proposal (Section 4.1) Cost Proposal (Section 4.2)

NOTE: Additional information regarding the Execution of Offer and Non-Collusion Affidavit.

• Execution of Offer: The signature in the Execution of Offer within the electronic copy shall serve as the official signature of record. Signature can be done electronically with DocuSign, Adobe or another similar tool.

• Non-Collusion Affidavit: The Respondent’s signature and notary on this document may be done electronically with an e-signature tool with that capability. An agreement may not be executed with the awarded Respondent until this document is fully signed and notarized.

2.5 Inquiries and Interpretations

All questions concerning this RFP are to be directed, in writing, to Jeff Zimmermann at soprocurement@tamus.edu. Respondent may not contact other individuals at the A&M System to discuss any aspect of this RFP, unless expressly authorized by the A&M System Office Procurement & Business Services.

Responses to inquiries which directly affect an interpretation or change to this RFP will be issued in writing by addendum/amendment and posted to the Electronic State Business Daily (ESBD) according to the Calendar of Events in Section 1.3.

CLICK HERE for the posting to obtain all documents related to this RFP. You may also copy and paste the following link (https://www.txsmartbuy.gov/esbd) into your browser and input Agency Number “710” and select “Posted” for the Status.

All such addenda/amendments issued by the A&M System prior to the time that proposals are received shall be considered part of the RFP, and the Respondent shall consider and acknowledge receipt of such within Exhibit A. Any addenda issued and not acknowledged by the Respondent shall be considered accepted. Only formal written addenda issued by the A&M System in response to an inquiry shall be binding. Oral and other interpretations or clarification will be without legal effect.

mailto:soprocurement@tamus.edu https://www.txsmartbuy.gov/esbd?page=1&agencyNumber=710 https://www.txsmartbuy.gov/esbd?page=1&agencyNumber=710

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2.6 Selection Process

The evaluation of the proposals shall be based on the information provided that the A&M System deems to represent the best value to the A&M System. The RFP provides the information necessary to prepare and submit proposals for consideration by the A&M System. All properly submitted proposals will be reviewed and evaluated by the A&M System. The A&M System will rank the Respondents in the order that they deem will provide the overall best value to the A&M System based on an evaluation of the responses to the RFP. The A&M System may interview one or more of the top ranked Respondents as part of the evaluation process.

After proposal evaluation and such investigation of Respondents as the A&M System deems appropriate, an award may be made to the Respondent whose proposal it judges to represent the best value to the A&M System. In determining what is the best value, the A&M System may consider (as applicable), but is not limited to, the following: proposed costs; ability of the Respondent to meet the needs of Texas A&M-Fort Worth; qualifications and experience;

Respondent's past relationship with A&M System; and any other factor(s) that the A&M System deems relevant and would consider in selecting a Respondent for award. Final determination for award of the contract will be made on the overall best value to the A&M System.

By submitting its proposal in response to this RFP, Respondent accepts the evaluation process and acknowledges and accepts that determination of the best value Respondent, will require subjective judgments by the A&M System.

The selection of the successful Respondent may be made by the A&M System on the basis of the proposals initially submitted, without discussion, clarification, or modification. In the alternative, selection of the successful proposal may be made by the A&M System on the basis of negotiation with any of the Respondents. The A&M System shall not disclose any information derived from the proposals submitted by competing Respondents in conducting such discussions.

All proposals must be complete and convey all of the information requested to be considered responsive. If a proposal fails to conform to the essential requirements of the RFP, the A&M System alone will determine whether the variance is significant enough to consider the proposal susceptible to being made acceptable, and therefore a candidate for further consideration, or not susceptible and therefore not considered for award.

The A&M System may perform reference checks and seek further information, as needed from all Respondents whose proposals the A&M System, at its discretion, considers viable, based on the initial evaluation and scoring. The Respondent’s proposal submission to this RFP officially authorizes the A&M System to contact any references provided in Section 4.1 to discuss the services and other considerations which the Respondent has provided to such references and authorizes the organizations to provide such information to the A&M System and Respondent shall and hereby does release and hold harmless the A&M System, the state of Texas, and the references of any and all liability whatsoever, in connection with providing and receiving all such information. Any negative responses received from reference checks may be grounds for disqualification of the proposal.

The A&M System reserves the right to reject any or all proposals and re-solicit for new proposals, or to reject any or all proposals and temporarily or permanently abandon the project. The A&M System makes no representations, written or oral, that it will enter into any form of agreement with any respondent to this RFP for any project and no such representation is intended or should be construed by the issuance of this RFP.

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SECTION 3 – SCOPE AND OUTCOMES

3.1 Project Overview

The objective of this RFP is to identify and select a qualified Provider to conduct a fundraising feasibility study (“Study”) for the Texas A&M–Fort Worth Capital Campaign.

Texas A&M–Fort Worth is a transformational urban research and innovation campus in downtown Fort Worth designed to advance education, research, workforce development, entrepreneurship, and industry collaboration. The initiative represents a collaboration among the Texas A&M University System, the City of Fort Worth, Tarrant County, and regional industry leaders to strengthen North Texas’ long-term economic competitiveness and innovation capacity.

The Study will evaluate philanthropic potential, campaign readiness, donor interest, and fundraising strategies to support the continued construction and development of the Texas A&M– Fort Worth campus.

We expect this work to be accomplished through expert fact-based analysis and data-driven research with a phased approach and appropriate deliverables at the end of each phase as applicable. The resulting deliverables will be relied upon by the A&M System and the conclusions and recommendations must be substantiated and reliable.

3.2 Purpose

The purpose of the Study will, at a minimum, accomplish and provide the following:

1. Evaluate fundraising potential for Texas A&M–Fort Worth.

2. Assess donor and stakeholder perception of the campus vision and priorities.

3. Determine philanthropic support for campaign priorities.

4. Identify prospective campaign leaders and lead gift opportunities.

5. Assess campaign staffing, infrastructure, and strategy.

6. Provide recommendations regarding campaign goals, timing, structure, and implementation.

3.3 Scope

The selected Respondent shall perform and provide the items listed within each subject area below:

A. Project Planning & Discovery

• Meet with Texas A&M–Fort Worth and Texas A&M Foundation leadership

• Review strategic plans, campaign priorities, donor data, case materials, economic impact studies, and related background information

• Refine campaign messaging and case-for-support materials as needed

• Develop a project work plan, timeline, and interview strategy

Deliverables:

• Project timeline

• Interview plan and stakeholder recommendations

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• Interview/discussion guide

• Preliminary campaign assessment framework

B. Stakeholder Interviews & Market Assessment

Conduct confidential interviews with key stakeholders, including:

• Major donor prospects

• Corporate and foundation leaders

• Civic and community leaders

• Texas A&M former students and friends

• Industry and workforce partners

• Texas A&M–Fort Worth and Foundation leadership

Assess:

• Awareness and perception of Texas A&M–Fort Worth

• Support for campaign priorities

• Campaign messaging effectiveness

• Philanthropic interest and giving potential

• Leadership and volunteer interest

• Campaign timing, strengths, and challenges

Interviews:

• Approximately 40–75 confidential interviews

Deliverables:

• Summary of findings

• Stakeholder perception analysis

• Identification of prospective campaign leaders and lead donors

C. Campaign Assessment

Evaluate campaign readiness and organizational capacity, including:

• Advancement staffing and structure

• Major gift capacity and prospect pipeline

• Campaign operations and systems

• Stewardship and donor relations

• Communications and marketing support

• Volunteer engagement and governance alignment

Deliverables:

• Campaign readiness assessment

• Identification of organizational strengths and gaps

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• Recommendations for operational improvements

D. Campaign Strategy & Financial Analysis

Provide strategic recommendations regarding:

• Campaign goal range

• Lead gift potential

• Campaign structure and phases

• Gift range charts and projections

• Donor segmentation strategy

• Corporate and foundation fundraising opportunities

• Regional and national fundraising potential

Deliverables:

• Recommended campaign goal range

• Preliminary gift table/range chart

• Strategic campaign recommendations

E. Final Report & Presentation

Prepare and present a final report that includes:

• Executive summary

• Key findings and conclusions

• Campaign strengths, risks, and opportunities

• Recommended campaign goal

• Infrastructure and staffing recommendations

• Leadership and volunteer recommendations

• Messaging and communications observations

• Recommended next steps and implementation strategy

Deliverables:

• Written feasibility study report

• Executive presentation to Texas A&M–Fort Worth and Texas A&M Foundation leadership

• Campaign roadmap and strategic recommendations

3.4 Respondent Qualifications

Selected Respondent shall have demonstrated experience in the following:

• Higher education fundraising

• Capital campaign planning and feasibility studies

• Major and principal gift strategy

• Corporate and foundation fundraising

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• Campaign assessments

• Urban innovation or transformational campus initiatives

Preference may be given to Respondents with experience working with the following:

• Nonprofit organizations and projects in the DFW Metroplex

• Research institutions

• Economic development initiatives

• Complex, multi-stakeholder campaigns

3.5 Desired Outcomes

Upon completion of the study, Texas A&M–Fort Worth leadership and the Texas A&M Foundation expect to receive:

• An objective assessment of campaign feasibility

• A recommended campaign goal range

• Strategic guidance regarding campaign structure, messaging, and approach

• Identification of campaign leadership and lead gift opportunities

• Recommendations to strengthen fundraising readiness and campaign success

• A roadmap for a successful capital campaign launch

The selected Respondent will help position Texas A&M–Fort Worth as a leading center for innovation, workforce development, research, and economic growth in North Texas.

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SECTION 4 – PROPOSAL RESPONSE

Respondents must be able to demonstrate the ability and capacity to successfully complete the Study as stated within Section 3. Each item below at a minimum shall be addressed for the proposal response.

4.1 Technical Proposal

I. Background and Experience

a. Provide a contact name for this RFP response, including title, telephone number and email address.

b. Describe your firm’s history, ownership, and structure.

c. Provide an overview and qualifications of your firm as it relates to this RFP.

d. Describe your firm’s overall ability and capacity to fulfill the purpose and scope as described in Sections 3.2 and 3.3.

e. Highlight at least three comparable projects completed in the past three years and provide a client reference from each project (include contact information).

II. Team Qualifications

a. Identify the proposed project manager and key team members.

b. Provide short bios highlighting experience as described in Section 3.4.

c. Describe how project work will be distributed among team members with responsibilities for each.

III. Approach and Methodology

a. Describe your approach to complete the Study and achieve the Desired Outcomes as described in Section 3.5.

b. Outline and describe proposed methodology for performance of the five (5) subject areas listed below and described in Scope, Section 3.3.

• Project Planning & Discovery

• Stakeholder Interviews & Market Assessment

• Campaign Assessment

• Campaign Strategy & Financial Analysis

• Final Report & Presentation

c. Provide an estimated number of interviews to be conducted for the Stakeholder Interviews & Market Assessment subject area.

d. Identify and describe any other data sources and or tools utilized to complete this Study.

e. Explain how you will communicate findings and facilitate decision-making.

f. Provide examples or samples of deliverables and reports from similar projects.

g. Provide a timeline for completion of this Study. This may be stated in phases, deliverables or other categories to better define the expectations for progress made throughout the term of this project.

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4.2 Cost Proposal

• Total aggregate cost for completion of the Study to meet all requirements listed in Section 3 and categorized by phases and deliverables as applicable. For any scope considered as optional or proposed as value added services, those shall be listed separately.

• Include a proposed payment plan based on the costs as presented in the breakdown of the total aggregate cost.

4.3 Subcontracting Plan Requirements

The Veteran Heroes United in Business program (VetHUB) as part of the state of Texas Comptroller’s Statewide Procurement Division focuses on certification of service-disabled veterans (SDV) to facilitate their growth and development and increase opportunities for contracts and subcontracts with the state of Texas. For additional information on the VetHUB program visit the following site:

https://comptroller.texas.gov/purchasing/vendor/hub/hub-faq.php.

The A&M System requires a state of Texas Subcontracting Plan (SP) for contracts of $100,000 or more over the life of the contract (including any renewals), where such opportunities exist. The total expected value of this solicitation and subsequent contract is $100,000 or more and therefore, Respondents to this RFP are required to develop and submit a completed Subcontracting Plan form with their proposal submission. (Texas Government Code Chapter 2161, Subchapter F; 34 Texas Administrative Code Section 20.285)

A subcontracting opportunity is defined as any portion or lot of work that the Respondent cannot complete with its own equipment, supplies, materials, and/or employees. The Respondents will use the procedures prescribed below when completing the SP form.

The Respondent shall use the CMBL/VetHUB directory published on the comptroller’s website to identify VetHUBs. If the Respondent uses any alternate source, it accepts the risk that its SP may be noncompliant due to inaccurate VetHUB certification information. A business listed in the VetHUB directory at the time of the good faith effort is considered a VetHUB for purposes of evaluating a SP, even if the business later graduates or has its VetHUB status revoked or expired.

The VetHUB directory can be accessed via the following site:

https://mycpa.cpa.state.tx.us/tpasscmblsearch/index.jsp

The A&M System VetHUB Program Office will review the information and documentation submitted and use it as a basis to determine if the plan was developed in good faith effort by the Respondent to utilize VetHUB subcontractors and/or suppliers on this project. The A&M System may reject a SP that was not developed in good faith or was not completed. The A&M System shall document the reasons for rejection in the contract file. If the A&M System finds that businesses identified in a SP are no longer VetHUBs, it may invite the vendor to submit a revised plan that identifies active VetHUBs.

An accepted SP form will become a part of any contract with the Respondent resulting from this solicitation. Any revisions to the SP must be approved by the A&M System VetHUB Program Office.

Procedures for Completing the SP Form

The A&M System requires the Respondent to submit an SP form for this RFP. The SP form must include all subconsultants, suppliers, subcontractors, and vendors intended to be included in the https://comptroller.texas.gov/purchasing/vendor/hub/hub-faq.php https://mycpa.cpa.state.tx.us/tpasscmblsearch/index.jsp

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Respondent’s team. The A&M System has set a VetHUB goal of 2% for this solicitation. Please refer to page 1 of Attachment A for additional information and instructions.

In accordance with 34 TAC §20.285, as adopted the Respondent must demonstrate its good faith development of a subcontracting plan by either inviting small businesses to bid for subcontracts (the solicitation method) or stating that it does not intend to subcontract (the self-performing method). These two methods are further described within the SP form.

The SP form to be used for this RFP is included as Attachment A with information included in the instructions on page 1. Respondent must complete the SP according to the instructions within the form based on the applicable method. The SP form is also available on the following site:

https://comptroller.texas.gov/purchasing/vendor/hub/forms.php

State of Texas Subcontracting Plan (HSP) Guidance: To assist respondents in completing the required State of Texas Subcontracting Plan (SP) form, the Office of Procurement & Business Services has developed a brief tutorial addressing common errors and questions. The video may be accessed using the following link: How to Complete the State of Texas Subcontracting Plan (SP) Form. Vendors are strongly encouraged to review the tutorial before submitting their SP form to help ensure accuracy and completeness.

For more information or assistance in properly completing the SP form for this RFP, the Respondent may contact the A&M System at SO-HUBProgram@tamus.edu. Each Respondent is encouraged to submit a draft of their SP form prior to submitting their response to the RFP for review by the A&M System. To permit adequate time for the performance of the required good faith effort, we request that all drafts be submitted at least ten (10) business days prior to the RFP due date.

https://texas-sos.appianportalsgov.com/rules-and-meetings?$locale=en_US&interface=VIEW_TAC_SUMMARY&queryAsDate=05%2F12%2F2026&recordId=228524 https://comptroller.texas.gov/purchasing/vendor/hub/forms.php https://www.youtube.com/watch?v=AKJgsPnqH2w&feature=youtu.be https://www.youtube.com/watch?v=AKJgsPnqH2w&feature=youtu.be mailto:SO-HUBProgram@tamus.edu

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SECTION 5 - GENERAL TERMS AND CONDITIONS

A. TERMS AND CONDITIONS: The A&M System reserves the right to accept, reject, modify, and/or negotiate any and all submittals received in conjunction with this RFP. It reserves the right to waive any defect or informality in the submittals on the basis of what it considers to be in its best interests.

Any submittal which the A&M System determines to be incomplete, conditional, obscure, or which has irregularities of any kind, may be rejected. The A&M System reserves the right to award to the company, or companies, which in our sole judgment, will best serve our long-term interest.

This RFP in no manner obligates the A&M System to the eventual purchase of any products or services described, implied, or which may be proposed, until confirmed by written agreement, and may be terminated by the A&M System without penalty or obligation at any time prior to the signing of a contract.

The Respondent must include a formal copy of any Respondent terms and conditions applicable to this transaction. Evaluation and acceptance and/or modification of these terms and conditions by the A&M System Office of General Counsel are essential prior to execution of any resultant agreement.

In the event the Respondent does not supply terms and conditions with their submittal, A&M System terms and conditions will govern this transaction.

B. GOVERNING LAW: Respondent agrees that, in the event of a dispute, laws of the State of Texas will prevail.

C. NON-DISCRIMINATION: The parties agree that in the performance of any contract they shall not discriminate in any manner on the basis of race, color, national origin, age, religion, sex, genetic information, veteran status or disability protected by law. Such action shall include, but is not limited to, the following: employment, upgrading, demotion, transfer, recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation. By submitting a submittal, Respondent certifies that it will conform to the provisions of the federal Civil Rights Act of 1964, as amended.

D. CIVIL RIGHTS REQUIREMENTS: All Respondents must comply with applicable civil rights laws.

E. IMMIGRATION REFORM AND CONTROL ACT OF 1986: By submitting a proposal, the Respondent certifies that it does not, and will not, during the performance of any resultant Agreement, employ illegal alien workers or otherwise violate the provisions of the federal Immigration Reform and Control Act of 1986, as amended.

F. DEBARMENT STATUS: By submitting a proposal, Respondent certifies that it is not currently debarred from submitting submittals on contracts nor is it an agent of any person or entity that is currently debarred from submitting bids on contracts.

G. PUBLIC INFORMATION: Respondent is hereby notified that the A&M System strictly adheres to all statutes, court decisions, and the opinions of the Texas Attorney General with respect to disclosure of public information. The A&M System may seek to protect from disclosure all information submitted in response to this RFP until such time as the resultant Agreement is executed. Upon execution of the resultant Agreement, the A&M System will consider all information, documentation, and other materials requested to be submitted in response to this RFP to be of a non-confidential and non-proprietary nature and therefore subject to public disclosure under the Texas Public Information Act, Texas Government Code, Chapter 552. Respondent will be advised of a request for public information that implicates its materials and will have the opportunity to raise any objections to disclosure to the Texas Attorney General.

H. ALTERNATE PROPOSALS: A&M System reserves the right to consider alternate proposals submitted

The Texas A&M University System RFP-01-TAMFW-26-286 Page 16 of 33 by Respondents. Alternate proposals shall be clearly marked “Alternate” with the proposed alternates clearly defined and all pricing/cost advantages included, if applicable.

I. ANTITRUST: Respondent hereby assigns to the A&M System, any and all claims for overcharges associated with any contract resulting from this RFP which arise under the antitrust laws of the United States 15 U.S.C.A. Section 1, et seq. (1973) and which arise under the antitrust laws of the State of Texas, Texas Business and Commercial Code Ann. Sec. 15.01, et seq. (1967).

J. EXECUTIVE HEAD OF A STATE AGENCY AFFIRMATION: In accordance with Section 669.003 of the Texas Government Code, relating to contracting with the executive head of a state agency, Respondent certifies that it is not (1) the executive head of the A&M System or any of its Members, (2) a person who at any time during the four years before the date of the contract was the executive head of the A&M System or any of its Members, or (3) a person who employs a current or former executive head of the A&M System or any of its Members.

K. EXECUTIVE ORDER GA-48 CERTIFICATION: Respondent certifies that pursuant to Executive Order GA- 48, Hardening of State Government, Respondent is not and, if applicable, none of its holding companies or subsidiaries are a) listed in Section 889 of the 2019 National Defense Authorization Act (“NDAA”) regarding telecommunications and video surveillance; b) listed in Section 1260H of the 2021 NDAA regarding Chinese military companies in the US; 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 (“15 C.F.R. § 791.4 List”); or d) controlled by any governing or regulatory body located in a country on the 15 C.F.R. §

791.4 List. Respondent acknowledges that a false certification is grounds for immediate termination of any resulting contract or purchase order with no further obligation on the part of A&M System.

L. INSURANCE: Respondent shall obtain and maintain, for the duration of any resultant Agreement or longer, the minimum insurance coverage set forth on Exhibit C attached hereto.

M. REQUIRED CONTRACT TERMS: The terms and conditions contained in the draft agreement attached as Exhibit D, Required Contract Terms (Draft Services Agreement) or, in the sole discretion of the A&M System, terms and conditions substantially similar to those contained in the attached agreement, will constitute and govern any Agreement that results from this RFP. If Respondent takes exception to any terms or conditions set forth in the attached agreement, Respondent will submit a list of the exceptions as part of its proposal. Respondent’s exceptions will be reviewed by the A&M System and may result in disqualification of Respondent’s proposal as non-responsive to this RFP. If Respondent’s exceptions do not result in disqualification of Respondent’s proposal, then the A&M System may consider Respondent’s exceptions when the A&M System evaluates the Respondent’s proposal.

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EXHIBIT A

EXECUTION OF OFFER

RFP-01-TAMFW-26-286

In compliance with this RFP, and subject to all the conditions herein, the undersigned offers and agrees to furnish any or all commodities or services at the prices quoted.

A.1 Respondent Affirmation

NOTE TO RESPONDENTS: SUBMIT ENTIRE SECTION WITH RESPONSE.

This execution of offer must be completed, signed, and returned with the respondent's proposal.

Failure to complete, sign and return this execution of offer with the proposal may result in rejection of the proposal.

Signing a false statement may void the submitted proposal or any agreements or other contractual arrangements, which may result from the submission of respondent’s proposal. A false certification shall be deemed a material breach of contract and, at the A&M System's option, may result in termination of any resulting contract or purchase order.

Addenda Acknowledgment:

Receipt is hereby acknowledged of the following addenda to this RFP by entering yes or no in space provided and indicating date acquired. Enter “0" if none received.

No. 1 ______ Date No. 3 ______ Date

No. 2 ______ Date No. 4 ______ Date

A.2 Signature

By signing below, the Respondent hereby certifies as follows, and acknowledges that such certifications will be included in any resulting contract:

(i) the Response and all statements and information prepared and submitted in response to this RFP are current, complete, true and correct;

(ii) it is 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 response or any subsequent proposal. Failure to sign below, or signing a false statement, may void the response or any resulting contracts at the A&M System’s option, and the Respondent may be removed from all future proposal lists at this state agency;

(iii) the individual signing this document and the documents made part of the RFP is authorized to sign such documents on behalf of the Respondent and to bind the Respondent under any contract which may result from the submission of its response to the RFP;

(iv) no relationship, whether as a relative, business associate, by capital funding agreement or by any other such kinship exists between Respondent and an employee of the A&M System;

(v) Respondent has not been an employee of the A&M System within the immediate twelve (12) months prior to the RFP response;

(vi) no compensation has been received for participation in the preparation of this RFP (ref. Section

2155.004 Texas Government Code);

(vii) all services to be provided in response to this RFP will 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 as of the date of this solicitation;

The Texas A&M University System RFP-01-TAMFW-26-286 Page 18 of 33

(viii) Respondent complies with all federal laws and regulations pertaining to Equal Employment Opportunities;

(ix) to the best of its knowledge, no member of the Board of Regents of The Texas A&M University System, or the Executive Officers of the Texas A&M University System or its member institutions or agencies, has a financial interest, directly or indirectly, in the Project;

(x) if the Respondent is subject to the Texas franchise tax, it is not currently delinquent in the payment of any franchise tax due under Chapter 171, Texas Tax Code, or is exempt from the payment of such taxes. A false certification may result in the Respondent’s disqualification;

(xi) 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;

(xii) under Section 2155.006, 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;

(xiii) under Section 2155.0061, 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 Agreement may be terminated and payment withheld if this certification is inaccurate; and

(xiv) Respondent warrants, represents, covenants, and agrees that it is duly organized, validly existing and in good standing under the laws of the state of its incorporation or organization and is duly authorized and in good standing to conduct business in the State of Texas, that it has all necessary power and has received all necessary approvals to execute and deliver this RFP and any contract which may result from the submission of its response to this RFP.

Respondent shall provide their Federal Employer Identification Number (“EIN”), full vendor name, address and contact information as requested in the spaces below. Failure to manually sign or with electronic signature (i.e.

DocuSign or Adobe Sign) in the Authorized Signature line below will disqualify the proposal response. The person signing shall show title or authority to bind his/her firm into a contractual relationship.

Federal EIN/Taxpayer ID #: ____________________________________________________

Vendor/Company Name: ______________________________________________________

Authorized Signature: ________________________________________________________

Date Signed: _______________________________________________________________

Name: _____________________________________________________________________

Title: ______________________________________________________________________

Street: ____________________________________________________________________

City/State/Zip: ______________________________________________________________

Telephone No.: ______________________________________________________________

Fax No.: ___________________________________________________________________

E-mail: ____________________________________________________________________

By signing this RFP, Respondent certifies that if a Texas address is shown as the address of the respondent, Respondent qualifies as a Texas Resident Bidder as defined in Texas Government Code, § 2252.001(4).

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EXHIBIT B

NON-COLLUSION AFFIDAVIT

The undersigned, duly authorized to represent the persons, firms and corporations joining and participating in the submission of the foregoing Proposal (such persons, firms and corporations hereinafter being referred to as the "Respondent"), being duly sworn, on his or her oath, states that to the best of his or her belief and knowledge no person, firm or corporation, nor any person duly representing the same joining and participating in the submission of the foregoing Proposal, has directly or indirectly entered into any agreement or arrangement with any other Respondents, or with any official of the A&M System or any employee thereof, or any person, firm or corporation under contract with the A&M System whereby the Respondent, in order to induce acceptance of the foregoing Proposal by said the A&M System, has paid or is to pay to any other Respondent or to any of the aforementioned persons anything of value whatever, and that the Respondent has not, directly or indirectly entered into any arrangement or agreement with any other Respondent or Respondents which tends to or does lessen or destroy free competition in the letting of the contract sought for by the foregoing Proposal.

The Respondent hereby certifies that neither it, its officers, partners, owners, providers, representatives, employees and parties in interest, including the affiant, have in any way colluded, conspired, connived or agreed, directly or indirectly, with any other Respondent, potential Respondent, firm or person, in connection with this solicitation, to submit a collusive or sham bid, to refrain from bidding, to manipulate or ascertain the price(s) of other Respondents or potential Respondents, or to obtain through any unlawful act an advantage over other Respondents or the A&M System.

The prices submitted herein have been arrived at in an entirely independent and lawful manner by the Respondent without consultation with other Respondents or potential Respondents or foreknowledge of the prices to be submitted in response to this solicitation by other Respondents or potential Respondents on the part of the Respondent, its officers, partners, owners, providers, representatives, employees or parties in interest, including the affiant.

CONFLICT OF INTEREST

The undersigned Respondent and each person signing on behalf of the Respondent certifies, and in the case of a sole proprietorship, partnership or corporation, each party thereto certifies as to its own organization, under penalty of perjury, that to the best of their knowledge and belief, no member of the A&M System, nor any officer, employee, or person, whose salary is payable in whole or in part by the A&M System, has a direct or indirect financial interest in the award of this Proposal, or in the services to which this Proposal relates, or in any of the profits, real or potential, thereof, except as noted otherwise herein.

Signature ____________________________________________

Company Name ____________________________________________

Date _______________________

Subscribed and sworn to before me this

__________ day of ________________, 2026.

Notary Public in and for the County of _____________________________, State of

___________________. My commission expires: __________________________

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EXHIBIT C

INSURANCE

A. PROVIDER shall obtain and maintain, for the duration of this Agreement or longer, the minimum insurance coverage set forth below. General Liability, Auto Liability and Excess/Umbrella Liability insurance shall be written on an occurrence basis. All coverage shall be underwritten by companies authorized to do business in the State of Texas or eligible surplus lines insurers operating in accordance with the Texas Insurance Code and have a current financial strength rating of A- or better and a financial strength rating of VII or better as measured by A.M. Best Company or otherwise acceptable to The Texas A&M University System (“A&M System”). By requiring such minimum insurance, the A&M System shall not be deemed or construed to have assessed the risk that may be applicable to PROVIDER under this Agreement. PROVIDER shall assess its own risks and if it deems appropriate and/or prudent, maintain higher limits and/or broader coverage. PROVIDER is not relieved of any liability or other obligations assumed pursuant to this Agreement by reason of its failure to obtain or maintain insurance in sufficient amounts, duration, or types. No policy will be canceled without unconditional written notice to A&M System at least ten days before the effective date of the cancellation.

a. Worker’s Compensation

Worker’s compensation insurance with the following minimum limits of coverage:

Statutory Benefits (Coverage A) Statutory Employers Liability (Coverage B) $1,000,000 Each Accident $1,000,000 Disease/Employee $1,000,000 Disease/Policy Limit

Workers’ compensation policy must include under Item 3.A., on the information page of the workers’ compensation policy, the state in which work is to be performed for A&M System.

Workers’ compensation insurance is required, and no “alternative” forms of insurance will be permitted.

b. Automobile Liability Insurance

Business auto liability insurance covering all owned, non-owned or hired automobiles, with limits of not less than $1,000,000 combined single limit of liability per accident for bodily injury and property damage.

c. Commercial General Liability Insurance

Commercial general liability insurance with the following minimum limits of coverage:

Each Occurrence Limit $1,000,000 General Aggregate Limit $2,000,000 Products / Completed Operations $1,000,000 Personal / Advertising Injury $1,000,000 Damage to rented Premises $300,000 Medical Payments $5,000

The required commercial general liability policy must be issued on a form that insures PROVIDER’s or its subcontractors’ liability for bodily injury (including death), property damage, personal and advertising injury assumed under the terms of this Agreement.

The Texas A&M University System…