ESBD_File_330030_RFQ 2307-001 PM Firms for Services and Staff Augmentation.pdf

Travis County Healthcare District d/b/a Central Health

Request for Qualifications

2307-001 Project Management Firms for Services and Staff Augmentation

July 17, 2023

Contact: Misty Salamero 1111 E. Cesar Chavez St. Austin, TX 78702 Phone: 512-978-8599 Email: purchasing@centralhealth.net

QUALIFICATIONS DUE: Friday, September 1, 2023 - 2:00 P.M. Prevailing Central Time

RFQ 2307-001 Project Management Firms for Services and Staff Augmentation P a g e 2

Request for Qualifications 2307-001 Project Management Firms for Services and Staff Augmentation

Procurement Schedule

Action Date Time Responsibility Location/Details

Solicitation Issue Date

Monday, July 17, 2023 5:00

PM

Central Health BidSync and Central Health Website

Deadline to Submit Questions

Tuesday, August 15, 2023 5:00

PM

Respondents BidSync or purchasing@centralhealth.net

Response to Written Questions

Monday, August 21, 2023 5:00

PM

Central Health BidSync

Statement of Qualifications Submissions Due

Friday, September 1, 2023 2:00

PM

Respondents BidSync, or 1111 E. Cesar Chavez St., Austin, TX 78702

Public Opening of Respondents

Friday, September 1, 2023 3:00

PM

Central Health Email purchasing@centralhealth.net for invitation to video or teleconference

Statement of Qualifications received after the Submission Due Date and time at the designated locations will not be considered.

RFQ Summary: Central Health requests interested Project Management firms to provide a Statement of Qualifications for utilization on small to mid-sized project tasks and project staff augmentation for Central Health’s Real Estate development team on its existing and planned properties throughout Travis County, Austin, Texas.

Pre-Qualified Eligibility Duration: Forty-eight (48) months.

Notice to Respondents: Respondents should note that this Request for Qualifications (“RFQ”) is published and accessible through electronic means. Respondents who received notification of this solicitation by means other than through any of the three websites listed below should register with BidSync in order to receive timely notification of any addenda, amendment, and/or other forms of information that may be issued prior to the solicitation submittal date:

http://www.centralhealth.net/finance/purchasing http://www.txsmartbuy.com/sp https://prod.bidsync.com/central-health

Registration is free.

mailto:purchasing@centralhealth.net http://www.centralhealth.net/finance/purchasing http://www.txsmartbuy.com/sp https://prod.bidsync.com/central-health

RFQ 2307-001 Project Management Firms for Services and Staff Augmentation P a g e 3

INSTRUCTIONS FOR SUBMITTING A STATEMENT OF QUALIFICATIONS

Statement of Qualifications (“SOQ”) Submission: Respondents are encouraged to submit their SOQ for this RFQ online via BidSync, as this is the preferred method of submission.

A secondary option is to deliver one (1) printed SOQ via USPS mail, FedEx, DHL, etc.

DUE TO COVID-19 AND CURRENT BUILDING ACCESS RESTRICTIONS, IF YOU PLAN TO

DELIVER A PRINTED COPY TO THE PURCHASING OFFICE, YOU MUST CONTACT THE

PROCUREMENT AUTHORITY PRIOR TO DELIVERY. The printed SOQ, with any supporting and/or sample documentation, must be delivered in a sealed container that is labeled and addressed as follows:

Attn: RFQ 2307-001 Project Management Firms for Services and Staff Augmentation Central Health - Purchasing Office 1111 East Cesar Chavez Street Austin, TX 78702

Should a Respondent submit both the SOQ via BidSync and deliver a printed SOQ, the BidSync submission will be the submission of record and will be used for the purposes of the RFQ.

Qualification statements submitted through any method other than 1) online via BidSync or 2) delivery of a printed original to the address above will not be considered.

It is the Respondent’s sole responsibility to ensure that it obtains any and all addenda and/or amendments to this RFQ; addenda and amendments will be posted on BidSync and the Central Health Website by Close of Business (COB) on the day they are released. In the event of a conflict between a version of the RFQ in the Respondent’s possession and the version maintained by Central Health, the version maintained by Central Health will control.

All responses must be submitted and/or delivered on or before the published closing date and time for receipt of Statement of Qualifications. SOQs received at the designated location after the published time and date will not be considered.

Do not include any price information within the SOQ. Statement of Qualifications containing any price information will be automatically disqualified.

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TABLE OF CONTENTS

I. INTRODUCTION

A. Entity Background B. Purpose of Request for Qualifications C. Procurement Authority D. Definition of Terminology

II. EXPLANATION OF EVENTS

A. Pre-qualification Submittal Conference or Site Walk B. Deadline to Submit Questions C. Response to Written Questions D. Submission of Statement of Qualifications E. Public Opening of Qualifications F. Qualifications Evaluation G. Selection of Respondents H. The Prequalified List

III. RESPONDENT’S RIGHTS AND OBLIGATIONS

A. Rights

1. Amending Statement of Qualifications

2. Withdrawing Statement of Qualifications

3. Designating Statement of Qualifications Content as Confidential or Proprietary

B. Obligations

1. Conditions and Contract Terms Associated with RFQ

2. Costs Associated with Procurement

3. Electronic Mail Address

4. Identification and Selection of Subcontractors

5. Historically Underutilized Business (HUB) Program and Good Faith Effort

6. Suspension and Debarment Certification

7. Conflict-of-Interest Questionnaire (CIQ Form)

8. Certificate of Interested Parties (Form 1295)

IV. CENTRAL HEALTH’S RIGHTS

A. Summary of Rights B. Termination of RFQ C. Waive Minor Irregularities D. RFQ Amendments E. Negotiate Additional Contract Terms F. Accept Contract Deviations G. Investigate Respondents H. Request Change in Respondent Representatives I. Assert Ownership of Qualifications

V. QUALIFICATIONS FORMAT AND ORGANIZATION

A. Statement of Qualifications Format B. Statement of Qualifications Organization

1. Letter of Transmittal – Required

2. Table of Contents - Optional

3. Statement of Qualifications Summary - Optional

RFQ 2307-001 Project Management Firms for Services and Staff Augmentation P a g e 5

4. Response to Narrative Prompts - Required

5. Completed and Signed Acknowledgement of Receipt Form - Required

6. Completed Historically Underutilized Business (HUB) Form - Required

7. Completed and Signed Conflict of Interest Questionnaire (CIQ) – Required upon selection

8. Completed and Signed Certificate of Secretary – Required if Respondent is a corporation

9. Completed Insurance Coverage Form - Required

10. Other (optional) supporting material (may be included on the electronic device)

VI. STATEMENT OF QUALIFICATIONS CONTENT REQUIREMENTS

A. Narrative Prompts/Evaluation Criteria B. Evaluation Process

Exhibit A: Scope of Services Attached

Exhibit B: Supporting Scope of Work Documents N/A

Exhibit C: Acknowledgement of Receipt Attached

Exhibit D: Historically Underutilized Business (HUB) Form Attached

Exhibit E: Conflict of Interest Questionnaire Attached

Exhibit F: Certificate of Secretary Attached

Exhibit G: Professional Services Agreement (PSA) Attached

Exhibit H: Not Used N/A

Exhibit I: Certificate of Interested Parties Form (Form 1295) Attached

Exhibit J: Not Used N/A

Exhibit K: Insurance Coverage Attached

Exhibit L: Not Used N/A

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I. INTRODUCTION

A. Entity Background The Travis County Healthcare District d/b/a Central Health (“Central Health”) is a special purpose district created under Chapter 281 of the Texas Health and Safety Code that is responsible for providing hospital and medical care to the indigent and needy residents of Travis County. Together with its affiliates, the Community Care Collaborative, Sendero Health Plans, Inc., and Central Texas Community Health Centers d/b/a CommUnityCare (all four entities collectively, “TCHD Entities”), Central Health ensures low-income and uninsured residents receive timely access to quality health care services. Any or all of the TCHD Entities may contract with professional services providers from the Prequalified List of firms developed from this RFQ.

B. Purpose of Request for Qualifications Central Health intends to establish a Prequalified List of firms that, on the basis of demonstrated competence and qualifications in specific disciplines, are the most highly qualified and capable of providing the project management services outlined in Exhibit A (Scope of Services) for various future projects. For purposes of this RFQ, a “Project” means a Scope of Services for which total project management fees are not expected to exceed the amount of $500,000.

Upon identification of a Project for which services are required, Central Health’s Procurement staff will select the most highly qualified firm from the Prequalified List based on the SOQ to provide a response to an Inquiry of interest and availability to perform the services for that specific Project. If the firm has the interest and availability, they may be asked to respond to interview questions and/or make an oral presentation of their Technical Plan for the specific Project. If the availability and solution presented meets Central Health’s needs, the firm will proceed to fee negotiations with Central Health.

A Contract maybe awarded to the most highly qualified firm for each specific Project, assuming the selected firm is available to provide the requested services for a fair and reasonable price and is able to meet the Central Health’s scheduling and functional requirements. If the most highly qualified firm is unable to meet the requirements of Central Health for any individual Project, negotiations will be formally terminated by notice from Central Health’s Procurement Authority, and the next most highly qualified firm will be selected from the Prequalified List for consideration. Central Health expressly reserves the right to reject any or all SOQ’s or part(s) of any SOQ received in response to this RFQ and/or to solicit and contract with other entities for provision of the services related to this RFQ. It is not guaranteed that any Respondent will be awarded a Project if they are included on the Prequalified List.

Central Health’s Professional Services Agreement (PSA) is attached as Exhibit G. Responding to the RFQ represents the Respondent’s acceptance of the draft PSA, and all of its terms and conditions, as the contract to be entered into for work on any future project.

C. Procurement Authority Central Health has designated a Procurement Authority who is responsible for the conduct of

RFQ 2307-001 Project Management Firms for Services and Staff Augmentation P a g e 7 this procurement on behalf of Central Health; therefore, all deliveries (including SOQ delivery) shall be addressed as follows:

RFQ 2307-001 Project Management Firms for Services and Staff Augmentation Central Health – Purchasing Office 1111 East Cesar Chavez Street Austin, TX 78702 purchasing@centralhealth.net

All inquiries or requests regarding this procurement should be submitted to the Procurement Authority by email at purchasing@centralhealth.net. Respondents shall ONLY contact the Procurement Authority regarding this procurement. Respondents shall NOT contact individual Central Health Board Members, Central Health executive team leaders, or Central Health staff regarding this solicitation. Such contact shall result in disqualification of the Respondent initiating the contact.

D. Definition of Terminology This section contains definitions and abbreviations that are used throughout this procurement document.

"BidSync Website" is the following link:

https://prod.bidsync.com/central-health

"Central Health Website" is the following link:

http://www.centralhealth.net/finance/purchasing.

"Close of Business (COB)" means 5:00 PM Prevailing Central Time.

"Contract" means a written agreement for the procurement of items of tangible personal property or services, or both.

"Determination" means the written documentation of a decision by the Procurement Authority, including findings of fact supporting a decision. A Determination becomes part of the procurement file.

"Desirable" means that the terms “may,” “can,” “preferably,” or “prefers” identify a Desirable or discretionary item or factor (as opposed to “Mandatory”).

“Duly Authorized Representative” means the individual who is authorized to submit a Statement of Qualifications to this RFQ on behalf of the Respondent and to bind the Respondent to any Contract that may result from being included on the resulting Prequalified List.

“ESBD” is the following link: http://www.txsmartbuy.com/sp

"Mandatory" means that the terms “must,” “shall,” “should,” “will,” “is required,” or “are required” identify a Mandatory item or factor (as opposed to “Desirable”). Failure to meet a mailto:purchasing@centralhealth.net https://prod.bidsync.com/central-health http://www.txsmartbuy.com/sp

RFQ 2307-001 Project Management Firms for Services and Staff Augmentation P a g e 8

Mandatory item or factor may result in the rejection of a Respondent’s Statement of Qualifications.

"Prequalified List” means a document prepared by the Procurement Authority, naming the Responsible Respondents who may be solicited for future Central Health Projects.

“Principal" is a person in charge of an organization.

"Procurement Authority" means a person or designee authorized by Central Health to manage or administer a procurement requiring the evaluation of the RFQ responses.

"Request for Qualifications" or “RFQ” means all documents, including Attachments and Exhibits, that are issued by Central Health prior to the deadline for Responses and that describe the specifications or scope of services anticipated and identify the factors that will be used to evaluate a Respondent’s qualifications. These documents are hereby incorporated by reference and considered a part of any Response from Respondents.

"Respondent" is any person or entity that submits their Statement of Qualifications in response to this RFQ.

"Responsible Respondent" means a Respondent who submits a Statement of Qualifications and who has furnished, when required, information and evidence to prove its demonstrated competence and qualifications, financial resources, production and service facilities, personnel, service reputation and experience are adequate to satisfactorily perform the Services or provide items of tangible personal property described in the Statement of Qualifications.

"Responsive Statement of Qualifications” means a Statement of Qualifications (“SOQ”) that includes all required documentation and conforms in all material respects to the requirements set forth in the Request for Qualifications and earns a “Pass” determination from the Procurement Authority.

“Statement of Qualifications” or “SOQ” means a submission by a Respondent in response to this RFQ.

Unless the context suggests otherwise, the terms “Respondent,” “Team,” “Contractor,” “Proposer,” “Bidder,” “Submitter,” “Consultant,” or “Vendor” as used in this RFQ (whether capitalized or not) shall refer to the same legal entity that submits a Statement of Qualifications and is responsible for responding to this RFQ.

II. EXPLANATION OF EVENTS

This section of the RFQ describes all major events listed in the RFQ Schedule. The Procurement Authority will make every effort to adhere to the Procurement Schedule set forth in this RFQ.

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A. Pre-qualification Submittal Conference or Site Walk Not applicable for this RFQ, but may be necessary for individual Projects.

B. Deadline to Submit Questions Respondents may submit questions about perceived ambiguities or inconsistencies that exist within this RFQ or to seek clarification on the specifications or scope of services. Respondents may submit written questions via e-mail to purchasing@centralhealth.net or BidSync by Close of Business (COB) per the Deadline to Submit Questions Date as indicated in the Procurement Schedule on page 2 of this RFQ. A Respondent’s failure to obtain clarification on any information contained herein that is not fully understood may jeopardize Respondent’s chances of being selected for the Prequalified List. Moreover, Respondent may not protest its exclusion from the Prequalified List on the basis that the RFQ was unclear.

C. Response to Written Questions Written responses to all questions submitted by potential Respondents will be addressed in either a RFQ addendum or question and answer document that will be posted on BidSync by Close of Business (COB) per the Question Response Date as indicated in the Procurement Schedule on page 2 of this RFQ.

Any verbal statement made by Central Health regarding the RFQ prior to the award will be considered non-binding. The only formal interpretation of the RFQ will be made by addendum or a question and answer document issued by the Procurement Authority.

D. Submission of Statement of Qualifications The Procurement Authority or designee must receive all SOQs for review and evaluation no later than 2:00 PM Prevailing Central Time on the published date indicated in the Procurement Schedule on page 2 of this RFQ. Statement of Qualifications received after this deadline will not be accepted. Refer to Instructions for Submitting a Statement of Qualifications on page 3 of this RFQ.

BidSync.com will automatically record the date and time of receipt of each correctly submitted

SOQ.

Each printed SOQ delivered to the Central Health Purchasing Office address must be in a sealed envelope or container and will be manually date- and time-stamped upon receipt. A public log will be kept of the names of all organizations that submit SOQs. Unless required by law, the contents of any SOQ will not be disclosed to competing Respondents prior to the determination of the Prequalified List.

E. Public Opening of Qualifications The Procurement Authority will publicly open all SOQs received by the submission deadline, as outlined in the Procurement Schedule, via a teleconference session on the Date and Time indicated in the Procurement Schedule on page 2 of this RFQ. For all SOQ received by the deadline, the Procurement Authority will read aloud the names of the Respondents.

mailto:purchasing@centralhealth.net

RFQ 2307-001 Project Management Firms for Services and Staff Augmentation P a g e 10

F. Qualifications Evaluation The Procurement Authority will evaluate responsive Qualification Statements using the evaluation criteria identified in Section VI.A (Narrative Prompts/Evaluation Criteria).

G. Selection of Respondents The Procurement Authority will review and evaluate the SOQ submissions to determine whether, on the basis of demonstrated competence and qualifications, Respondents are capable of providing the required professional services.

H. The Prequalified List At the recommendation of the Procurement Authority, Central Health may, but is not obligated to, develop the Prequalified List comprised of Responsible Respondent/s whose Qualifications best satisfy Central Health’s requirements.

A noted deficiency in a Respondent’s SOQ relating to any one factor from the RFQ may be grounds for disqualification from further consideration.

No Minimum Amount of Assignments: It is expressly understood that Central Health is under no obligation to request any Inquiries from Respondents on the resulting Prequalified List, and no guaranteed of contract award is implied or assured under this RFQ.

III. RESPONDENT’S RIGHTS AND OBLIGATIONS

A. Rights

1. Amending Statement of Qualifications Any Respondent may submit an amended SOQ before the RFQ’s closing date and time.

Such amended SOQ must be a complete replacement for any previously submitted SOQ and must be clearly identified as such in the transmittal letter. Central Health will not merge, collate, or assemble SOQ materials.

2. Withdrawing Statement of Qualifications Respondents will be allowed to withdraw their SOQ at any time prior to the RFQ’s closing date and time for receipt of SOQs. To withdraw, the Respondent must submit a written withdrawal request signed by the Respondent’s Duly Authorized Representative and addressed to the Procurement Authority.

3. Designating Statement of Qualifications Content as Confidential or Proprietary Respondents may mark, stamp, or imprint the words “proprietary” or “confidential” on any pages or portions of the SOQ that include information of this type. However, proprietary or confidential information should be readily separable from the SOQ in order to facilitate eventual public inspection of the other portions of the SOQ. Central Health will not sort, otherwise isolate, or redact proprietary or confidential information embedded within the body of the SOQ, except as required by law. Central Health is a public entity subject to the Texas Public Information Act. In the event a Respondent’s materials are requested under the Act, any claim of confidentiality in a Statement of

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Qualifications must be submitted to the Texas Attorney General for an opinion in order to be withheld from release.

B. Obligations

1. Conditions and Contract Terms Associated with RFQ Respondents must indicate their acceptance of all conditions governing the RFQ in their letter of transmittal. However, a Respondent’s failure to do so will not operate to exempt Respondent from these conditions, as the act of submission itself constitutes acceptance of the conditions, including the evaluation criteria contained in section VI.A (Narrative Prompts/Evaluation Criteria) of this RFQ.

Additionally, Respondents must agree to include the terms contained within Exhibit G – Professional Services Agreement (PSA), which is incorporated in this RFQ, in any Contract that results from this RFQ. If Respondent takes specific exceptions to that Contract, each exception must be specifically identified, and proposed substitute language provided in each instance. All such exceptions, if any, will be evaluated as a component of the Respondent’s qualifications. Material exceptions will disqualify the accompanying SOQ. Minor exceptions must be satisfactorily resolved prior to the selection of the Prequalified List.

2. Costs Associated with Procurement Any and all costs incurred by the Respondent in preparation, transmittal, and presentation of any SOQ or material submitted in response to this RFQ, or during any Negotiation process, will be borne solely by the Respondent.

3. Electronic Mail Address Most of the communication regarding this procurement will be conducted by electronic mail (e-mail). Therefore, all Respondents must have a valid e-mail address to receive correspondence, and must monitor that email regularly.

4. Identification and Selection of Subcontractors The term “subcontractor” includes sub-consultants. Respondent’s intended use of subcontractors must be clearly explained in its SOQ, and major subcontractors must be identified by name. The Respondent will be wholly responsible for the entire performance of the Contract, whether or not subcontractors are used, and Respondent expressly acknowledges that in entering into such subcontract(s), Central Health is in no manner liable to any subcontractor(s). Awarded Respondent further acknowledges that Central Health will make Contract payments only to the awarded Respondent.

5. Historically Underutilized Business (HUB) Program and Good Faith Effort Selected Respondents will be required to make a "good faith effort" to ensure that certified HUBs have the maximum opportunity to participate as subcontractors in the performance of any Project Contract. Once a Project is identified, an awarded firm’s failure to carry out this “good faith effort” will constitute a breach of Contract and may result in termination of the Project Contract.

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HUB contractors and subcontractors must be certified as a HUB, Minority/Women- Owned Business Enterprises, or Disadvantaged Business Enterprises by a recognized governmental program, such as:

• City of Austin;

• Texas Unified Certification Program; or

• State of Texas; or

• Other certification entity recognized by Travis County, Texas

Any HUB subcontractor the Respondent intends to subcontract with at the time of responding to this RFQ will be required to submit a copy of its certification with the Respondent’s SOQ. Certification copies shall accompany the Historically Underutilized Business Form, attached hereto as Exhibit D. Central Health reserves the right to verify any entity's HUB status prior to outreach for Project Inquiries and subsequent Project Contract award.

6. Suspension and Debarment Certification The Respondent will certify by signing the Acknowledgement of Receipt Form, attached hereto as Exhibit C, that to the best of its knowledge and belief that the Respondent and/or its Principals or subcontractors are not and have not been debarred, suspended, proposed for debarment, or declared ineligible for the award of Contracts by any federal department or district.

7. Conflict-of-Interest Questionnaire (CIQ Form) Pursuant to Chapter 176 of the Texas Local Government Code, Respondents, if any, will be required to complete the Conflict-of-Interest Questionnaire ("CIQ"), which is attached to this RFQ as Exhibit E and submit it at the request of the Procurement Authority upon determination of the Prequalified List, certifying whether the Respondent has: (i) an employment or other business relationship with a local government officer of Central Health or a family member of same; (ii) given a local government officer of Central Health or a family member of same one or more gifts having an aggregate value as specified in Exhibit E or (iii) has a family relationship with a local government officer of Central Health. For additional information concerning filling out the CIQ, see https://www.ethics.state.tx.us/forms/conflict/

8. Certificate of Interested Parties (Form 1295) Section 2252.908 of the Texas Government Code prohibits a governmental entity like Central Health from entering into certain Contracts unless the business entity files a Certificate of Interested Parties form, attached to this RFQ as Exhibit I. Form 1295 is applicable to any of the awarded firm’s directors, officers, or employees who hold a controlling interest (10% or more ownership) in the business entity and who actively participated in facilitating the Contract or negotiating the terms of same (broker, intermediary, advisor, and/or attorney), if any.

The firm identified as most qualified for such Contract award will be required to electronically file a Form 1295 with the Texas Ethics Commission upon notification of https://www.ethics.state.tx.us/forms/conflict/

RFQ 2307-001 Project Management Firms for Services and Staff Augmentation P a g e 13 selection from Central Health. The online filing process will generate a Certificate Number and Date Filed. The selected firm will submit that information Central Health as part of its contract.

For more information, visit:

https://www.ethics.state.tx.us/filinginfo/1295/

IV. CENTRAL HEALTH’S RIGHTS

A. Summary of Rights Central Health may:

Reject any or all SOQ(s) without obligation or liability to any Respondent;

Select Responsible Respondents on the basis of an initial SOQ received without discussions or requests;

Waive any minor defect, irregularity or informality in any SOQ;

Request clarifications from any or all Respondents;

Procure the Services in whole or in part by other means; and/or Not determine any Respondent for a Prequalified List.

B. Termination of RFQ This RFQ may be canceled at any time and any and all SOQ(s) may be rejected in whole or in part if Central Health determines such action to be in Central Health’s best interest.

C. Waive Minor Irregularities The Procurement Authority reserves the right to waive minor irregularities in any SOQ. The Procurement Authority also reserves the right to waive certain non-mandatory requirements contained herein if the SOQ otherwise meets the mandatory requirements and/or if waiving the minor irregularity does not otherwise materially affect the procurement. This right may be exercised at the Procurement Authority’s sole discretion.

D. RFQ Amendments Central Health reserves the right to issue amendments to this RFQ before the date on which SOQ are due. Amendments will be posted on the BidSync website.

E. Negotiate Additional Contract Terms At the time of identifying Projects, Central Health reserves the right to modify and negotiate with the selected Respondent additional provisions that are related to the Project in addition to those attached to this RFQ. The contents of this RFQ, as revised and/or supplemented, and any portions of the selected Respondent's SOQ acceptable to Central Health, will be incorporated into future Projects, should the Respondent be selected, and become part of the Project Contract.

F. Accept Contract Deviations Any additional terms and conditions, which may be the subject of Project Negotiation, will be discussed only between Central Health and the selected Respondent and will not be deemed an opportunity to amend the Respondent’s SOQ. If a Respondent requests changes to the required Contract terms, the Respondent’s SOQ may be considered nonresponsive and result in the https://www.ethics.state.tx.us/filinginfo/1295/

RFQ 2307-001 Project Management Firms for Services and Staff Augmentation P a g e 14

Respondent’s disqualification or, if such changes are requested post-SOQ submission in violation of this RFQ, will result in termination of Negotiations and any proposed Project Contract award.

G. Investigate Respondents The Procurement Authority may make such investigations as necessary to verify the qualifications and ability of the Respondent to adhere to the requirements specified within this RFQ. The Procurement Authority will reject a Respondent’s SOQ if investigation findings determine the Respondent is unqualified or has a verifiable history of not being responsive or responsible.

H. Request Change in Respondent Representatives Central Health reserves the right to require a change in the representatives that the Respondent submits with the SOQ, if the assigned representatives are not, in the opinion of Central Health, able to adequately meet Central Health’s needs.

I. Assert Ownership of Qualifications All documents submitted in response to this Request for Qualifications will become the property of Central Health.

V. QUALIFICATIONS FORMAT AND ORGANIZATION

This section of the RFQ describes the format and organization of the Respondent's SOQ. Failure to conform to the requirements contained herein may result in disqualification of the SOQ.

A. Statement of Qualifications Format All SOQs, electronic or printed, must delineate each section. The page limit should be no more than forty (40) pages (20 front/back if printed) for each category the Respondent would like to qualify for – Capital Construction Project Management Services, Staff Augmentation, or both – not including tabs and requested forms (see Item B below), or as further instructed in this RFQ for each category of service. If submitting a printed SOQ, the SOQ must be in a binder with tabs delineating each section.

B. Statement of Qualifications Organization The SOQ must be organized and indexed in the following format and must contain, as a minimum, all items that are listed as required in the sequence indicated.

1. Letter of Transmittal – Required

• Identify the submitting organization;

• Identify the category for which the firm wishes to be evaluated for qualifications.

• Provide the location of the firm’s office from which the services will be provided.

• Identify the name, title, e-mail address and telephone number of the person authorized to contractually obligate the organization or individual proposing;

• Identify the name, title, e-mail address, and telephone number of the person authorized to negotiate a Contract on behalf of the organization;

• Identify the names, titles, e-mail addresses, and telephone numbers of persons to be

RFQ 2307-001 Project Management Firms for Services and Staff Augmentation P a g e 15 contacted for SOQ clarification;

• Explicitly indicate acceptance of Sections II through IV of this RFQ, including the required Contract terms and conditions;

• Be signed by the person authorized to contractually obligate the organization; and

• Acknowledge receipt of all, if any, addenda to this RFQ.

2. Table of Contents - Optional

3. Statement of Qualifications Summary - Optional

4. Response to Narrative Prompts - Required

5. Completed and Signed Acknowledgement of Receipt Form - Required

6. Completed Historically Underutilized Business (HUB) Form - Required

7. Completed and Signed Conflict of Interest Questionnaire (CIQ) – Required upon selection

8. Completed and Signed Certificate of Secretary – Required if Respondent is a corporation

9. Completed Insurance Coverage Form - Required

10. Other (optional) supporting material (may be included on the electronic device)

The forms listed behind the numbers 5, 6, 8 and 9 must be thoroughly completed, executed, and witnessed, if and as required, and included in the appropriate section of the SOQ. The Statement of Qualifications must include all Attachments and Exhibits in order to be considered Responsive.

Any Statement of Qualifications that does not adhere to these requirements may be deemed non-responsive and rejected on that basis.

VI. STATEMENT OF QUALIFICATIONS CONTENT REQUIREMENTS

Respondents shall respond to each of the narrative prompts contained in Item A below in the form of a detailed narrative to each of the narrative based on information provided in Exhibit A:

Scope of Services. The narratives, along with supporting materials, will be evaluated accordingly.

Failure to respond to the following mandatory narrative prompts will result in disqualification of the SOQ as non-responsive.

A. Narrative Prompts/Evaluation Criteria If the firm proposes to be evaluated for more than one category of service, provide the requested data for each such category of service.

STAFF:

• Provide the Organizational Chart of lead staff who will be assigned to Central Health’s account once work is identified. Include names, office locations, titles, roles, and years of service with the firm.

• Provide the resumes of at least two (2) of the firm’s professionals whose experience and/or certifications for which the firm wishes to be evaluated and who will be primarily responsible for performing identified work for Central Health. Identify which of these

RFQ 2307-001 Project Management Firms for Services and Staff Augmentation P a g e 16 persons will serve as the prime point of contact to Central Health. This prime point of contact must be based in the firm’s local office (within Travis, Williamson or Hays Counties).

• Provide the resumes of at least one (1) of the firm’s specialized services and/or support staff (Medical Equipment Planners, Interior Designers, Construction Administrators, or technical support) who will provide relevant support to the firm’s professionals for work which the firm might be selected.

Each resume should not exceed one (1) page. If any professional licenses are identified, Respondent must include licensing State, including the registration number, as well as any specialty certifications maintained.

• For the firm’s local office, provide a list identifying the following information for staff based in that office:

o How many professionals hold a license in Texas for each professional service which the firm proposes to provide;

o How many other professional and technical staff work in the office;

o How many other staff provide support for their services.

If the firm is responding for multiple categories, a single list may be provided.

• If the firm proposes to provide service from an office other than the local office, provide the following information for staff based in that office:

o How many professionals hold a license in Texas for each professional service which the firm proposes to provide;

o How many other professional and technical staff work in the office;

o How many other staff provide support for their services.

If the firm is responding for multiple categories, a single list may be provided.

WORK EXPERIENCE:

Provide the following representative project data for at least four (4) representative projects, but not more than seven (7) such projects in total, each completed within the past five years, for types of projects and services the firm would like to be considered by Central Health when similar work is identified. Each project presented should not exceed three (3) pages with photographs and drawings included.

Representative project data:

o Project name o Owner information (name, type of entity, address, contact information) o Project size (square feet for buildings) o Project construction cost (initial construction budget, final construction cost, relevant causes of impacts to cost and schedule).

o Description of project management work performed

RFQ 2307-001 Project Management Firms for Services and Staff Augmentation P a g e 17 o Period of performance of services o Key project team members whose qualifications are being submitted in response to this

RFQ

o Supporting narrative, including how the project is relevant to this RFQ o Photographs or other examples of work product o References: Name, role in the project, company or entity, address, contact information o If the firm’s services were performed as a subconsultant, identify the firm providing prime services.

Describe the firm’s technical expertise to implement project management plans and project controls on small to mid-sized Projects as perceived and related to Central Health and its operations in Travis County, Austin, Texas.

Describe the firm’s ability to meet and manage schedules.

Describe the firm’s ability to meet and track budgets.

Describe the firm’s familiarity with the area of the proposed work and the permitting and approval processes encountered in that area.

B. Evaluation Process

1. All SOQ will be reviewed for compliance with the above Narrative Prompts/Evaluation Criteria and within Central Health’s Rights of this RFQ. Statement of Qualifications deemed non-responsive may be eliminated from further consideration. Refer to Section II:

Explanation of Events, Subparagraphs E through H, for details on each evaluation step.

RFQ # 2307-001

EXHIBIT A - SCOPE OF SERVICES

PROJECT MANAGEMENT SERVICES AND STAFF AUGMENTATION

1. General Introduction

Central Health’s Capital Improvement and Expansion Programs (new construction and development, renovations, repurposing and rehabilitation, etc.) include multiple construction and renovation projects. These projects cur rent l y range in value from $100,000 to more than $100,000,000. P rojects include design, demolition, renovation, and construction of healthcare facilities, office and administration buildings, and other project types. Specific projects vary in timing, complexity, and dollar-value. Central Health as a safety-net health care system, has limited human resources dedicated to construction and design, and seeking professional experts that may augment the existing team in delivering projects.

Owner may seek human resources to work within the Central Health environment through staff augmentation. Any professionals brought in require adherence and compliance with all Central Health Human Resources policies and Codes of Conduct. Owner may also negotiate a project-specific scope of services and fee for a unique project on an as-needed basis, as determined at the sole discretion of Owner and in accordance with the terms and conditions of the Agreement. Upon the successful negotiation of a project- specific scope of work and fee, the Owner will issue a separate Project Task Order and Notice to Proceed for that specific project.

2. Services

2.1 Project Management Services are anticipated to support, accelerate, and enhance project management and results. Selected firms / project managers are to serve as extensions of Central Health’s resources in the planning, design and construction management and oversight, regulatory coordination and permitting, cost management and execution of projects.

The below general services description identifies the potential range of services, but not all will apply to each project.

2.2 Unless otherwise defined and agreed for a specific project, Central Health will provide the below-listed services via contract with others, if needed:

2.2.1 Architectural and/or Engineering Design

2.2.2 Geotechnical Investigation and Engineering

2.2.3 Site and Topographic Survey

2.2.4 Environmental Engineering, Consulting and Assessments

2.2.5 Civil Engineering

2.2.6 Construction

2.2.7 Commissioning Services

Consultant shall be provided with copies of design and construction contracts as applicable to the project. Consultant shall NOT perform or duplicate the services to be provided by other parties. Consultant shall further, NEITHER engage NOR provide any of the above listed services without prior, written Owner approval.

2.3 Central Health may engage the services of a Contractor during the design and construction phases of Project(s). Should Central Health enter into an agreement with a Contractor, Consultant agrees to cooperate and work with the Contractor, supplying documents, drawings and other information as needed, so that the Contractor can discharge its obligations to Central Health.

2.4 Consultant may be asked to develop, monitor, and maintain a master project schedule. Master project schedules shall track planning, design, and preliminary construction phases, identify salient milestones, and include regulatory and permitting activities, utility outages and disconnects and similar information as required by the Owner. If construction is part of a project, the selected contractor or construction manager will be responsible for construction schedule development and maintenance. Consultant shall use MS Project or other Owner agreed software and format for scheduling. Consultant shall prepare and present information in Gantt, Network Diagram or other format as directed by Owner. Generally, planned activities shall not be less than 1-day nor more than 2 weeks duration. Detailed, critical time and impact specific schedules shall be provided as needed.

2.5 Consultant may review, monitor and manage project budgets. Central Health may task Consultant to prepare budgets for various projects. Budget format and reporting shall be per Central Health direction and adjusted as needed. Consultant may be tasked to perform sensitivity, expected value, and similar analyses to support Owner decision and direction.

2.6 Consultant may be asked to critically assess and review field conditions to support and aid design and construction scope/s of work development, impacts planning and management, utility outages, and client/occupant impacts management and minimization.

2.7 Consultant may be tasked to prepare design, design support, and contractor scopes of services/work to support procurement solicitation/s.

2.8 Consultant may be tasked to direct and oversee the services of the Architect/Engineer and other design services consultants in accordance with the respective contracts without assuming direct responsibility for the work of the Architect/Engineer or other consultants.

2.9 Consultant may be tasked to perform construction documents progress reviews. Potential reviews include Schematic Design, Design Development (~ 35% complete construction documents); progress submission (~ 65-75% completion submission) and final/for bid construction documents. Reviews shall be for design information integration, design coordination and completeness, logic and common sense; constructability, and similar attributes.

Design disciplines are responsible for internal quality control and design elements and systems coordination. Consultant will screen design submissions and recommend acceptance (for review) or rejection.

2.10 Consultant may be tasked to support and push design-phase value engineering.

2.11 Consultant may be tasked to initiate and/or support, manage, expedite and negotiate, permit applications. Coordinate with any/all design disciplines to avoid and prevent duplicate and conflicting effort. Advise Owner in advance of any and all meetings with regulatory authorities. Owner will pay directly via check or reimburse Consultant at direct cost, all general building permit fees. (Trade permits are to be obtained by the respective subcontractors.)

2.12 Unless included in other consultant’s scope of services, Consultant may be tasked to record and otherwise prepare Meeting Minutes of all significant Project meetings during Project planning and design phases. Such Meeting Minutes will include an “Action Items” list to better track requirements and identify time constraints for all project participants. Meeting Minutes will be issued to Central Health and designated Project participants within three (3) days after each project meeting.

2.13 Consultant will coordinate and cooperate with Central Health and Contractor to best support the progress of the Work. Consultant’s authority to act on behalf of Central Health is limited to that defined herein. Unless otherwise assigned, Consultant will have no responsibility for construction means and methods, sequencing, logistics, phasing, procedures, safety precautions, or other attributes of the physical performance of the Work. However, to the extent that the Consultant has actual knowledge of an unsafe or hazardous condition on the site of the Work, it shall immediately inform both the Contractor and Central Health and Central Health will take appropriate action.

Consultant may have responsibility for advance site logistics planning, work sequencing, and similar construction and project Consultant shall have coordination and facilitation responsibilities with utilities, outages, tenants and/or clients, facilities and building or practice management and similar parties.

Consultant may perform advance logistics planning, assessment, and impacts analyses to minimize construction duration and change orders exposure.

2.14 Consultant may be tasked to attend construction progress meetings and site visits as needed, to include daily visits if merited, after the start of construction to generally determine if the Work is proceeding in accordance with the Contract Documents, to coordinate and facilitate outages and to aid project advance. Consultant will not be required to make exhaustive or continuous on-site inspections to check the quality or quantity of the Work.

2.15 As part of its attendance to Progress Meetings, Consultant may participate as Owner in “1st Work” observations to observe the quality and compliance of subcontractors’ work at outset of its installation. The purpose and intent is to establish an acceptable installation quality for each component of the Work at the start of such work rather than find defective work requiring its correction later.

2.16 Consultant may be tasked to recommend to Central Health rejection of Work that does not conform to Contract Documents and which cannot readily be corrected.

2.17 Consultant may be tasked to actively monitor construction phase submittals and Requests for Information.

2.18 Consultant may be tasked to participate in and aid resolution of systems conflicts and construction coordination. Such services will be provided in a timely manner to facilitate Project progress.

2.19 Consultant may be tasked to perform critically and timely review design team invoices and contractor applications for payments.

2.20 Consultant will act to protect Central Health, but will act in good faith. Consultant will be responsible for any expenses incurred by Central Health due to Consultant’s failure to timely certify or reject invoices and/or Applications for Payment. Any such expenses incurred by Central Health resulting from Consultant’s failure to timely certify or reject Contractor’s Applications for Payment may be subtracted by Central Health from any payments otherwise due Consultant.

2.21 Consultant may be tasked to review construction contractor’s proposed changes. Reviews will be detailed; assess labor, materials, scope inclusion and similar attributes. Consultant will advise Central Health on the proposed changes’ impact to labor effort, materials cost, and the approved time for completion. Consultant’s review will be timely, but in no event, no later than ten (10) calendar days after receipt of a request for change.

2.22 Consultant may be tasked to make joint field observations and reviews of construction with Central Health and Contractor to determine whether Contractor has completed Work in accordance with interim Milestone dates or durations as defined in Central Health-Contractor agreement, if any.

2.23 Consultant may be tasked to prepare punch lists identifying deficiencies in the construction on behalf of Central Health.

2.24 Perform additional services as assigned or included in Project specific scopes of services.

EXHIBIT B

SUPPORTING SCOPE OF WORK DOCUMENTS

(Not Used for Solicitation. Dependent on specific Project identified.)

Exhibit C Acknowledgment of Receipt Form

In acknowledgment of receipt of this Request for Qualifications, the undersigned agrees that he/she has received a complete copy, beginning with the title page and Table of Contents and Exhibits.

The acknowledgment of receipt should be signed, returned, and included with the Respondent's submittal.

Complete (Legal) Name of Respondent:

Respondent Tax Identification Number:

Business Address:

Telephone Number:

Type of Organization: Individual Partnership Corporation Association Other (please describe)

If incorporated, state of incorporation:

Date organization was formed (month/year):

The number of years…