ESBD_556708_1788536101367_Scope of Service.pdf

Purpose Texas State Technical College (“TSTC”) is soliciting statements of qualifications for the selection of multiple Construction Management Services (“CMS”) firms to provide services for Indefinite Delivery Indefinite Quantity (“IDIQ”) on capital project(s) for TSTC campuses statewide in accordance with the terms and conditions of this Request for Qualifications (“RFQ”). The successful respondent(s) may be required to provide these services on TSTC projects that may run concurrently and, therefore, must be prepared to assign adequate staff with significant related experience to be available for all oversight efforts for each TSTC project.

General Information Each respondent’s submission of qualifications is the first step in a two-step RFQ process for selecting a CMS firm. The RFQ provides the information necessary to prepare and submit qualifications for TSTC's consideration and initial ranking. In the second and final step of the RFQ process, the most qualified respondents will be invited to attend an interview with TSTC to confirm their qualification submissions and answer additional questions.

TSTC anticipates selecting multiple firms that best fit the needs of the project(s). Successful firms will contract directly with TSTC and work cooperatively with its designated representatives (TSTC Project Managers, Architectural/Engineering Professionals, and the Construction Contractors). However, successful respondents will not be expected to perform design work or act in the capacity of Architect or Engineer of Record for the project.

Scope of Service Selected CMS firms shall have management responsibility for assigned projects. More specifically, the CMS firm shall manage and coordinate the design and construction phases, as well as related processes. The CMS firm will be a member of the construction team (owner, architect, and contractor) and act as an independent adviser on construction management matters throughout both design and construction.

Requirements This Scope of Service specifies the minimum requirements for the CMS firm. The CMS firm will be responsible for providing comprehensive on-site construction management services, including all required labor, on-site management, and equipment. The scope for specific projects will be negotiated at the time of assignment. The scope may be adjusted to meet TSTC needs on a specific project and may include, but is not limited to, the following:

General Scope & Project Leadership

● Provide comprehensive on-site construction management services, serving as an additional Campus

Expansion Planning & Construction (CEPC) project manager with fiduciary responsibility for project budget and schedule.

● Coordinate and manage the complete project lifecycle—from design, procurement, and risk mitigation through construction, turnover, and closeout—to meet TSTC expectations.

● Schedule and attend all project meetings, prepare and distribute meeting minutes, and track action items through completion.

● Provide regular status reports on project scope, budget, and schedule, and deliver timely notifications of potential issues with recommended solutions.

● Maintain and update project data in designated electronic project management systems.

● Facilitate communication between CEPC, TSTC administration, A/E team, local jurisdictions, external agencies, and campus departments (including Physical Plant, Office of the Provost, OIT, Police Department, and Student Learning).

● Prepare presentations, conduct project tours, and respond to project emergencies as needed.

● Support CEPC in the selection of A/E team and contractor.

Design & Pre-Construction

● Manage the development and verification of the project program.

● Assist CEPC and campus departments in evaluating building systems, components, and materials to enhance performance, reduce costs, and improve constructability and operability.

● Ensure A/E team compliance with TSTC Design Standards during design.

● Perform cost-comparative analyses with A/E teams and contractors, managing the Value Engineering

(VE) process and any required redesign or re-procurement.

● Coordinate internal and external document reviews at planned intervals across the Schematic Design, Design Development, and Construction Documents phases.

● Assist CEPC with the selection and management of specialized consultants (commissioning agents, surveyors, geotechnical engineers, materials testing, and TAB firms).

Quality Assurance & Code Compliance

● Perform quality assurance, quality control, and routine field observations to ensure materials, building systems, and workmanship meet or exceed contract submittals and specifications.

● Coordinate plan review and site inspections with 3rd-party code compliance services in order to verify that design documents and active construction comply with all applicable building codes.

● Ensure continuous execution of and compliance with the Storm Water Pollution Prevention Plan

(SWPPP).

● Provide biweekly reports, tracking deficiencies and associated corrective actions.

Construction Administration & Field Operations

● Review and confirm that cost proposals submitted by the contractor are valid and complete.

● Review and confirm the scope of buyout packages submitted by the contractor.

● Manage construction administrative workflows and information flow, including submittals, RFIs, ASIs, change orders, contract amendments, pay applications, schedule updates, and project reports.

● Evaluate contractor staffing, equipment availability, and material supplies relative to the schedule, recommending and directing corrective actions as needed.

● Evaluate contractor schedule updates and identify any impacts to critical path.

● Maintain routine photographic documentation of construction progress and critical installations.

● Coordinate the delivery and installation of Furniture, Fixtures, & Equipment (FF&E), IT/network infrastructure, and Owner-Furnished equipment (OFCI and OFOI).

Closeout, Turnover & Documentation

● Manage preliminary and final punch lists, verify test/inspection results, resolve deficiencies, and ensure all conditions are met to establish the Substantial Completion Date.

● Coordinate owner training and manage the retention, storage, and turnover of all project documentation (warranties, O&M manuals, test/inspection reports, as-builts, and TCEQ Notices of Termination).

● Manage complete financial and administrative closeout, including final payments, retainage processing, and contract terminations.

Firm Limitations

● The CMS firm may NOT: (1) self-perform any aspect of construction, rehabilitation, alteration, or repair;

(2) enter into a construction subcontract for the project; or (3) provide performance and payment bonds for the construction work.

Requirements for Statement Qualifications

Criterion One: Respondent’s Statement of Qualifications and Availability to Undertake Construction Management Service Projects

1. Provide a statement of interest for this IDIQ project, including a narrative describing the respondent’s unique qualifications to undertake multiple projects, on multiple campuses valued at $50 million per project.

2. A campus map will be provided so respondents can select all campuses for which they can provide CMS services. Provide a statement on the availability, commitment of principal(s), and assigned professionals to undertake these services by campus.

3. Provide details on your firm's ability to undertake multiple projects and how quality of service is maintained.

Criterion Two: Respondent’s Ability to Provide Construction Management Services

1. Provide the following information for the respondent’s firm:

○ Legal name of the company as registered with the Texas Secretary of State.

○ Address of the office that will be providing services.

○ Number of years in business.

○ Number of employees by skill group in Texas offices (by region).

○ Annual revenue totals for the past five (5) years.

2. Provide the three (3) most recent balance sheets from audited financial statements documenting your firm’s financial stability.

3. Declare if your firm or any of its consultant team are currently for sale or involved in any transaction to expand or to be acquired by another business entity. If yes, please explain the impact both in organizational and directional terms.

4. Provide any details of all past or pending litigation or claims filed against your firm by parties to past projects.

5. Identify if the respondent is currently in default on any loan agreement or financing agreement with any bank, financial institution, or other entity. If yes, specify date(s), details, circumstances, and prospects for resolution.

6. Declare if any relationship exists by relative, business associate, capital funding agreement, or any other such kinship between any individual member of the respondent’s team and any TSTC employee, officer, or regent. If so, please explain.

7. Provide a claims history under professional malpractice insurance for the past five (5) years for the respondent’s firm and any team members proposed.

Criterion Three: Qualifications of Assigned Respondent Personnel and Their Likely Roles

1. Identify the key professionals who will be involved in construction management services and their likely roles. Specifically, name the person who will support oversight efforts for TSTC. In addition, specifically name the person who will be secondarily responsible for such efforts in the event the designated person becomes unavailable. Please indicate whether staffing is to be negotiated with potential candidates or filled by permanent employees.

2. Provide resumes stating the experience and expertise of the professionals that will be involved in providing construction management services, including their experience with similar tasks, the number of years with the firm, and their city of residence.

3. Indicate whether you intend to use consultants or sub-consultants in rendering services to TSTC. If so, indicate the roles of such consultants and describe your process in working with consultants and integrating them into the process of providing construction management services.

4. Provide an organizational chart showing staff assignments and lines of authority and communication for principals and key staff who will be involved in the project. Indicate the estimated percent of the time these individuals will be involved in the project for programming, design, construction, and closeout phases.

Criterion Four: Performance on Past Representative Engagements

1. List a maximum of three (3) projects for which the respondent has provided construction management services for projects similar to this RFQ. Projects should be with TSTC, Texas Public Institutions of Higher Education, and/or other Texas state-funded projects. 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 of the type of services provided, and, if applicable, the reclaimed dollar savings provided as a result of these services.

○ The client representative’s name, title, telephone number, and email address.

○ Color images (photographic or machine reproductions).

○ Planned and final construction cost

○ Planned and final project size

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

○ Originally scheduled notice to proceed, substantial completion, and final payment dates for construction services.

○ Actual notice to proceed, substantial completion, and final payment dates for construction services.

2. List a maximum of three (3) engagements for which your firm has provided consulting services other than construction management services. Any engagements with TSTC, Texas public institutions of higher education, and/or other State of Texas entities should be included. List the engagements in order of priority, with the most relevant engagement listed first. Provide the following information for each engagement listed:

○ Name of client.

○ Description of the type and scope of services provided.

○ Time period during which such services were rendered.

○ The client representative’s name, title, telephone number, and email address.

Criterion Five: Respondent’s Knowledge of Best Practices

1. Describe the respondent’s philosophy, methodology, and processes for (a) discovering failures to adhere to programming requirements carried forth into design and (b) successful management of cost and schedule controls. Provide specific examples from past projects.

2. Describe the firm’s reporting and quality assurance program, explaining the methods used and how the firm will assist to maintain quality control during all phases of assigned projects.

3. Describe the firm’s process for monitoring its staff’s ongoing work on a continuous basis to ensure that the firm has current knowledge of the responsibilities and accomplishments of its staff assigned to the project.

4. Describe the firm’s process for monitoring and managing the performance of 2nd tier, consultants firms, and/or individuals assigned to projects on the firm's behalf.

5. Describe the firm’s experience with the CMAR delivery method. Provide specific examples of how this experience will be utilized for TSTC projects.

6. Provide examples of monitoring tools and processes for reporting to TSTC regarding the project.

Criterion Six: Respondent’s Construction Management Technical Tools

1. List and fully describe any technical tools, including but not limited to computer software or hardware, that enable respondents to provide effective Construction Management Services.

2. Demonstrate proficiency in the use of project management information systems.

3. Provide specific examples of how these tools were used in up to three (3) of the projects listed in response to Criterion Four.

Evaluation 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 TSTC in accordance with the evaluation criteria set forth below:

Criteria to be Evaluated Points

Criterion One: Statement of Qualifications and Availability 10

Criterion Two: Ability to Provide Construction Management Services 15

Criterion Three: Qualifications of Assigned Personnel 35

Criterion Four: Performance on Past Representative Engagements 15

Criterion Five: Knowledge of Best Practices 10

Criterion Six: Construction Management Technical Tools 15