ESBD_File_342695_RFQ783-23029 Energy Policy Act Coordinator REBID FINAL.pdf

RFQ783-23029

REQUEST FOR QUALIFICATIONS

FOR

RFQ783-23029 ENERGY POLICY ACT COORDINATOR REBID

RFQ No.: RFQ783-23029

Posting Date: November 27, 2023

Qualification Due Date and Bid Opening: December 18, 2023 @ 11 AM CT

In accordance with Texas Government Code Section § 2254.004, regarding procurement of professional services, the University of Houston System will select construction contract audit services provider(s) based on demonstrated competence and qualifications.

Note: Respondents should frequently check http://www.txsmartbuy.com/sp for RFQ updates and addenda.

Submittal Drop-off Location:

University of Houston-Purchasing Department Technology Bridge Attn: Hasan Jamil

5000 Gulf Freeway Bldg. 1, Room 214

Houston, TX 77204-5015

DO NOT FORGET TO INCLUDE ELECTRONIC VERSION OF SUBMISSION

http://www.txsmartbuy.com/sp

RFQ783-23013

TABLE OF CONTENTS

SECTION 1. GENERAL INFORMATION REQUIREMENTS

1.1. General

1.2. Schedule

SECTION 2. CONTRACT AND COMPLIANCE STANDARDS

2.1. Contract

SECTION 3. REQUIREMENTS FOR SUBMISSION OF QUALIFICATIONS

3.1. Pre-Submittal Meeting

3.2. Clarification and Interpretations

3.3. Communication Restrictions

3.4. No Reimbursement or Re-Delivery

3.5. No Confidentiality

3.6. Owner’s Reservation of Rights

3.7. Historically Underutilized Business Participation

3.8. Insurance Requirements

3.9 Corporate Partnerships and Sponsorships…………………………………………………………………….6

3.10 Compliance with Certain State Contracting Requirements

SECTION 4. SPECIFIC REQUIREMENTS FOR SUBMISSION OF QUALFICATIONS

4.1. Failure to Comply with Requirements

4.2. Submission of Qualifications

4.3. Execution of Offer

4.4. Historically Underutilized Business Subcontracting Plan

4.5. Additional Requirements

SECTION 5. QUALIFICATIONS

5.1. General Firm Information

5.2. Evaluation of Qualifications

5.3. Criterion One: Relevant Team and Individual Experience, Capabilities and Certifications …

5.4. Criterion Two: Methodology and Best Practices ...………………………………….………….…………..11

5.5. Criterion Three: Financial Stability

5.6. Criterion Four: Quality and Responsiveness of Qualifications Package

EXHIBITS

A Continuing Service Agreement

B Execution of Offer C No Boycott Certifications

D Texas Public Information Act Certification E Corporate Response Form

GENERAL INFORMATION & REQUIREMENTS

General.

The University of Houston System (“Owner”) is soliciting statements of qualifications (each a “Qualifications”) from interested firms (each a “Respondent”) to provide Energy Policy Coordination services (the “Services”) for expertise in monetizing tax incentives available to governmental entities through the 2005 Energy Policy Act regarding the energy efficient building property deductions.

Qualifications submitted in response to this RFQ will be reviewed based on criteria delineated in Section 5 below. The intent of the selection process is to choose the most qualified respondent(s) based on their Qualifications. Owner expects firms to assemble design teams on a project by project basis, as needed, that are experienced and technically proficient to work collaboratively with University staff, other consultants, and stakeholders.

Owner anticipates entering into a Continuing Services Agreement (as defined in Section

2.1 below) with multiple qualified Service Provider to provide services for projects of differing sizes at any of the Owner’s system campuses and instructional sites listed below on an as-needed basis:

University of Houston (including Technology Bridge) 4800 Calhoun Drive Houston, TX 77004

University of Houston – Clear Lake 2700 Bay Area Blvd Houston, TX, 77058

University of Houston – Clear Lake at Pearland 1200 Pearland Parkway Pearland, TX 77581

University of Houston – Downtown One Main Street Houston, TX 77002

University of Houston at Sugar Land 14000 University Blvd Sugar Land, TX 77479

University of Houston – Texas Medical Center 1441 Moursund Street Houston, TX 77204

University of Houston – Victoria 3007 N Ben Wilson Street Victoria, TX 77901

University of Houston at Katy 22400 Grand Circle Blvd.

Katy, TX 77449

Any contract awarded pursuant to this RFQ will have an initial term of three years, subject to Owner’s right to terminate. Owner may extend any or all of the contracts for up to two, additional one-year terms.

1.1.5 The scope of includes a comprehensive services that will enable Owner and its component universities to maximize deductions and savings allowable under the Energy Policy Act according to the Tasks identified below.

1.1.6 Projects will vary in timing, complexity, and dollar-value.

1.1.8 The details of each project will be identified in a Project Request as defined and issued pursuant to a Continuing Services Agreement. Some projects may require more or different services and different project teams, and each project may be managed for the Owner by a different Project Manager (as defined in the Continuing Services Agreement).

1.1.9 The University of Houston System has developed fee guidelines that will be used when negotiating individual project agreements. A copy of these guidelines has been included in Exhibit E of the Contract Form included as Exhibit A to this RFQ.

Schedule. The following schedule has been established for this RFQ:

Request for Qualifications Posted November 27, 2023 Pre-Submittal Meeting December 4, 2023 @ 2 PM CT

Questions Deadline December 6, 2023 @ 11 AM CT

Questions & Answers posted to ESBD TBD

Qualifications Submittal Deadline December 18, 2023 @ 11 AM CT

Notification of Shortlisted Firms TBD Oral Presentations/Interviews, if held TBD Notify Finalists TBD Contract Negotiations Commence TBD Contracts Signed TBD Contract Start Date (estimated) TBD

The University will be closed the following days:

https://www.uh.edu/human-resources/payroll/holiday-schedule/

Owner reserves the right to modify the above dates as necessary to accommodate other business of Owner and the schedules of members of the Selection Committee (defined in Section 5.2).

CONTRACT AND COMPLIANCE STANDARDS

Contract. Owner will contract for the Services (a “Contract”), if at all, on Owner’s current

Continuing Services Agreement standard form (the “Contract Form”), as it may hereafter be amended or modified in strict compliance with the requirements of all applicable laws and regulations. This form is included in Exhibit A to this RFQ and includes a detailed scope of services.

2.1.1 Any capitalized term used but not defined in this RFQ has the meaning ascribed to it in the

Contract Form. BY SUBMITTING ITS QUALIFICATIONS, RESPONDENT IS

EXPRESSLY CONSENTING TO THE TERMS, CONDITIONS, AND

PROVISIONS OF THE CONTRACT FORM. Any change or addendum to the Contract Form or use of another contract form must be reviewed and approved by the University’s Office of the General Counsel and may delay the contracting process. The request to use another contract form may also lead to rejection of Qualifications, if such form is not adopted as an exhibit or corollary document to the Continuing Services Agreement.

https://www.uh.edu/human-resources/payroll/holiday-schedule/

REQUIREMENTS FOR SUBMISSION OF QUALIFICATIONS

Pre-Submittal Meeting: There will be a MANDATORY pre-submittal meeting held on December 4, 2023 @ 2 PM CT via Microsoft Teams. Failure to attend the mandatory pre-submittal meeting will result in disqualification. Prospective respondents must register in advance through the following link and are strongly encouraged to register at least twenty-four (24) hours in advance of scheduled pre-submittal meeting:

https://teams.microsoft.com/registration/vboLF_CikEytSw6PDwxCWQ,rRBp_i5hGEGEiW6sZu RJcg,xl4_hVr6H0S0BtDLF9XXFQ,h1zPJNNEeEO-kfquTZCHVA,b9SZEK4YrUubFNCoLZOo7Q,JluPO_6zPEWqR-yLwwcQNg?mode=read&tenantId=170bbabd-a2f0-4c90-ad4b-0e8f0f0c4259

Clarifications and Interpretations. Any questions or requests for clarification or interpretation shall be submitted to the Point of Contact by email on or before the Questions Deadline identified in Section 1.2. All questions and requests for clarification or interpretation will be answered as addenda to this RFQ in one posting on the Electronic State Business Daily (“ESBD”) website (http://www.txsmartbuy.com/sp). Owner will post any other clarification to or interpretation of this RFQ that materially affects or changes its requirements as an addendum on the ESBD website.

It is Respondent’s responsibility to obtain this information in a timely manner. All such addenda issued by Owner before the Submittal Deadline are, and must be treated as, part of this RFQ, and each Qualifications must specifically acknowledge receipt of this RFQ and each addendum.

Communication Restrictions. From the date this RFQ is posted until a Respondent is selected and a Contract for the Project is executed on the Contract Form, Respondents may communicate only with the Point of Contact and not with any employee, officer, Regent, agent, representative or contractor of Owner regarding this RFQ or matters related to it; and as permitted in Section 4.4 below.

No Reimbursement or Re-Delivery. Qualifications and any other information submitted by

Respondents become the property of Owner and will not be returned. By submitting its Qualifications, each RESPONDENT ACKNOWLEDGES AND AGREES THAT ANY COSTS INCURRED

BY RESPONDENT IN CONNECTION WITH THIS RFQ (INCLUDING SUBMISSION OF ITS

QUALIFICATIONS) IS AT RESPONDENT’S SOLE RISK, RESPONSIBILITY, AND EXPENSE.

No Confidentiality. All information, documentation and other materials requested by Owner and/or submitted or otherwise disclosed by a Respondent (including, but not limited to, the Qualifications, the “Public Information”) are and will be deemed non-confidential and/or non-proprietary and therefore subject to public disclosure under the Texas Public Information Act (Texas Government Code, Chapter 552.001, et seq.) once a Contract is awarded. Owner strictly adheres to applicable laws, including but not limited to statutes, court decisions, and opinions of the Texas Attorney General with respect to disclosure of information and compliance with the requirements of the Texas Public Information Act. BY SUBMITTING ITS QUALIFICATIONS, A

RESPONDENT SPECIFICALLY AND EXPRESSLY RELEASES OWNER FROM LIABILITY RESULTING,

AND WAIVES ANY AND ALL CLAIMS ON BEHALF OF RESPONDENT AND ANY PERSON(S) CLAIMING

BY, THROUGH OR UNDER RESPONDENT, FROM OWNER’S DISCLOSURE OF THE PUBLIC

INFORMATION.

Owner’s Reservation of Rights. Owner reserves the right to reject any or all Qualifications at any point during this selection process, and to postpone or abandon – temporarily or permanently – the https://teams.microsoft.com/registration/vboLF_CikEytSw6PDwxCWQ,rRBp_i5hGEGEiW6sZuRJcg,xl4_hVr6H0S0BtDLF9XXFQ,h1zPJNNEeEO-kfquTZCHVA,b9SZEK4YrUubFNCoLZOo7Q,JluPO_6zPEWqR-yLwwcQNg?mode=read&tenantId=170bbabd-a2f0-4c90-ad4b-0e8f0f0c4259 https://teams.microsoft.com/registration/vboLF_CikEytSw6PDwxCWQ,rRBp_i5hGEGEiW6sZuRJcg,xl4_hVr6H0S0BtDLF9XXFQ,h1zPJNNEeEO-kfquTZCHVA,b9SZEK4YrUubFNCoLZOo7Q,JluPO_6zPEWqR-yLwwcQNg?mode=read&tenantId=170bbabd-a2f0-4c90-ad4b-0e8f0f0c4259 https://teams.microsoft.com/registration/vboLF_CikEytSw6PDwxCWQ,rRBp_i5hGEGEiW6sZuRJcg,xl4_hVr6H0S0BtDLF9XXFQ,h1zPJNNEeEO-kfquTZCHVA,b9SZEK4YrUubFNCoLZOo7Q,JluPO_6zPEWqR-yLwwcQNg?mode=read&tenantId=170bbabd-a2f0-4c90-ad4b-0e8f0f0c4259 https://teams.microsoft.com/registration/vboLF_CikEytSw6PDwxCWQ,rRBp_i5hGEGEiW6sZuRJcg,xl4_hVr6H0S0BtDLF9XXFQ,h1zPJNNEeEO-kfquTZCHVA,b9SZEK4YrUubFNCoLZOo7Q,JluPO_6zPEWqR-yLwwcQNg?mode=read&tenantId=170bbabd-a2f0-4c90-ad4b-0e8f0f0c4259 http://www.txsmartbuy.com/sp projects at any time. Further, Owner reserves the right to re-post an RFQ if Owner determines such action to further and/or protect its interests. In addition to the requirements herein, Owner reserves the option to conduct additional selection steps to further establish a Respondent’s qualifications.

Additional steps may include, but are not limited to, scheduled visits to the Respondent’s offices or to representative projects, and written requests for supplemental information.

Historically Underutilized Business Participation. In accordance with the State of Texas policy of encouraging the use of Historically Underutilized Businesses (“HUBs”) in state procurement, Owner will make a good faith effort to use HUBs in contracts for construction, goods and services.

Owner strives to achieve HUB program goals by contracting directly with HUBs or indirectly through HUB subcontracting opportunities. If the Owner determines that subcontracting is probable under the contract, a HUB Subcontracting Plan (“HSP”) must be completed by the Respondent and submitted with its qualifications in accordance with Texas Administrative Code, Title 34, Part 1, Chapter 20, and Subchapter B. The HSP will become a provision of any contract that results from this solicitation and the Respondent will utilize the subcontractors indicated in the HSP, unless a revision to the HSP is approved by Owner. The Respondent shall maintain business records documenting compliance with the HSP and shall submit a monthly Progress Assessment Report (“PAR”) via the University of Houston’s Contracts Compliance System, https://uh.gob2g.com/. The PAR submission shall be required as a condition for payment.

3.7.1 A successful Respondent shall report to Owner the identity and amount paid to each HUB and non-HUB subcontractor to whom the Respondent has awarded a subcontract for services. The subcontractors listed in the PARs should be the same consultants identified in the HSP during the life of the contract. Complete the PARs Designee Form and submit with the HUB Subcontracting Plan. Information regarding the submission of the HSP required with this solicitation is included in Section 4.4 below.

Insurance Requirements. The insurance requirements for any contract awarded to pursuant to this RFQ is set forth in Article 12 of the Contract Form included in Exhibit A.

3.9 Corporate Partnerships and Sponsorships Corporate Partnerships provide increased value beyond simple purchasing agreements by leveraging the UH System’s consolidated spending power across all campuses, athletic, academic, and research strengths and other marketing assets to develop expanded and coordinated opportunities for both the UH System and its corporate partners. Corporate partners are UH System suppliers and service providers whose affiliations with the UH System may help to expand their markets or create mutually beneficial opportunities. The UH System seeks to develop mutually beneficial opportunities with corporate partners and encourages proposers to explore ways to increase the value of the partnership between the UH System and the corporate partner. Opportunities are listed on the University of Houston Corporate Sponsorship webpage might include:

• Research projects

• Internships

• Philanthropy (scholarships, program sponsorships)

• Athletic sponsorships

• Naming rights

Proposers should submit the University of Houston Corporate Response Form (Exhibit E) to indicate any areas of interest for additional partnership opportunities and return the completed form with their response to this solicitation, separately from their bid response, to the buyer named in this solicitation. Corporate Response Forms embedded in solicitation responses will be considered https://uh.gob2g.com/ https://giveto.uh.edu/corporate-sponsorship/ https://giveto.uh.edu/corporate-sponsorship/ non-compliant and the proposer will be provided forty-eight (48) hours to submit a corrected solicitation response and Corporate Response Form.

Proposer interest in additional partnership opportunities will not be disclosed to the solicitation evaluation committee. Proposer interest in additional partnerships will not be utilized in scoring except by the Purchasing Department in the event of a tie between two proposers. Proposer interest in additional partnerships will not be a part of contractual negotiations. The additional partnership interests of the winning proposer will be provided to the appropriate UH System department once the contract resulting from the solicitation is fully executed. That office will assist proposers and awardees with the development and execution of these opportunities.

3.10 Compliance with Certain State Contracting Requirements.

3.10.1 Anti-Boycott of Israel. A successful Respondent will be required to certify that it is not currently engaged in, and agrees for the duration of the contract awarded pursuant to this RFQ not to engage in, the boycott of Israel as defined by Section 808.001 of the Texas Government Code.

(Exhibit C)

3.10.2 Anti-Boycott of Energy Companies. A successful Respondent will be required to certify that that it is not currently engaged in, and agrees for the duration of the contract awarded pursuant to this RFQ not to engage in, the boycott of energy companies as defined by Section 809.001 of the Texas Government Code. (Exhibit C)

3.10.3 Anti-Boycott of Firearm Entities or Firearm Trade Associations. A successful Respondent will be required to certify that that it does not have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association, or will not discriminate against a firearm entity or firearm trade association for the duration of the contract awarded pursuant to this RFQ, as defined by Section 2274.001 of the Texas Government Code. (Exhibit C)

3.10.4 Certification of No Business with Foreign Terrorist Organizations. For purposes of Section

2252.152 of the Texas Government Code, a successful Respondent will be required to certify that, at the time of the contract awarded pursuant to this RFQ neither the successful Respondent nor any wholly owned subsidiary, majority-owned subsidiary, parent company or affiliate of the successful Respondent, is a company listed by the Texas Comptroller of Public Accounts under Sections

2252.153 or 2270.0201 of the Texas Government Code as a company known to have contracts with or provide supplies to a foreign terrorist organization. (Exhibit C)

3.10.5 Certificate of Interested Parties. If the value of the contract awarded pursuant to this RFQ exceeds $1,000,000, a successful Respondent will be required to certify it has complied with Section 2252.908 of the Texas Government Code and Part 1 Texas Administrative Code Sections

46.1 through 46.3 as implemented by the Texas Ethics Commission (“TEC”), if applicable, and has provided Owner with a fully executed TEC Form 1295, certified by the TEC and signed and notarized by the successful Respondent.

3.10.6 Texas Public Information Act Certification. (Exhibit D)

3.10.6.1 If the contract awarded pursuant to this RFQ has a value of $1,000,000 or more, then the successful Respondent shall:

3.10.6.1.1 preserve all “contracting information” as defined in Section 552.003 of the Texas Government Code related to the contract as provided by the records retention requirements applicable to Owner for the duration of the contract;

3.10.6.1.2 provide to Owner any contracting information related to the contract that is in the custody or possession of the successful Respondent on request of Owner no later than 10 business days after receiving such request from Owner; and

3.10.6.1.3 on completion of the contract, either:

3.10.6.1.3.1 provide at no cost to Owner all contracting information related to the contract that is in the custody or possession of the successful Respondent; or

3.10.6.1.3.2 preserve contracting information related to the contract as provided by the records retention requirements applicable to the Owner.

3.10.6.1.4 Furthermore, the successful Respondent agrees that the requirements of Subchapter J, Chapter 552, Government Code, may apply to the contract and the successful Respondent agrees that the contract can be terminated if the successful Respondent knowingly or intentionally fails to comply with a requirement of that subchapter.

3.10.7 Additional state contracting requirement are included in Article 13 of the Contract Form included in Exhibit A.

SPECIFIC REQUIREMENTS FOR SUBMISSION OF QUALIFICATIONS

Failure to Comply with Requirements. If Respondent fails to comply with any of the requirements in this RFQ, Respondent’s Qualifications will be considered non-responsive and will be rejected.

Below are the specific requirements of the RFQ.

Submission of Qualifications. Qualifications are due at or before November 29, 2023 @ 11 AM

CT on the Submittal Deadline identified in Section 1.2. Qualifications received after 11 AM CT on the Submittal Deadline will not be accepted. Qualifications must be delivered to Owner’s Point of Contact:

Hasan Jamil

University of Houston Purchasing Department

5000 Gulf Freeway Building 1, Room 214

Houston, TX 77204-5015 PurchasingFPC@uh.edu

4.2.1 Owner recommends the use of a courier rather than the United States Postal Service

(USPS) for delivery of the Qualifications. Owner will not acknowledge or accept

Qualifications delivered by USPS that require special handling, such as certified mail, return receipt requested, etc. Owner will not acknowledge or accept Qualifications delivered by telephone, facsimile (fax), or e-mail.

4.2.2 Qualifications must have a cover letter with complete contact information for

Respondent’s principal, including direct email, phone and fax.

4.2.3 Each submission of Qualifications must be provided in hard and electronic versions as follows:

4.2.3.1 Three (3) original, signed spiral-bound counterparts of the Qualifications no longer than 30 pages each, exclusive of the cover, table of contents, divider sheets or tabs, and HUB Subcontracting Plan (defined in Section 3.7) and Letter of Commitment; and

4.2.3.2 One (1) flash drive or CD of the Qualifications in searchable PDF format no larger than 15 MB.

4.2.3.3 Failure to comply with these hard copy and electronic submittal requirements will result in disqualification.

Execution of Offer. Each submission of Qualifications must include the completed, fully executed and acknowledged Execution of Offer in form and substance identical to the form attached hereto as Exhibit B.

Historically Underutilized Subcontracting Plan.

Based on an analysis performed by Owner’s Purchasing Department, subcontracting was determined to not be probable for this contract. Therefore, a Historically Underutilized Business Subcontracting Plan (“HSP”) will not be submitted with a Respondents’ Qualifications.

Additional Requirements. Additional requirements of this RFQ, if any, are specified below:

N/A

QUALIFICATIONS

General Firm Information. Each Qualifications should provide the following information in the order below.

Introduction and general information of Respondent:

Firm data and general qualifications;

Legal name and address(es); and

Firm profile, including:

• Age

• Type of legal entity (e.g., partnership, professional, corporation, etc.)

• Firm history

• Firm size (professionals by discipline) currently and one year ago

• Any kinship or other relationship between Respondent, including its principals, officers and employees (including their relatives and business associates) and any Owner employee, officer, or Regent.

Evaluation of Qualifications. By submitting its Qualifications, Respondent accepts the evaluation process and acknowledges and accepts that determination of the “most qualified” firm(s) may require subjective judgments by Owner.

Owner will appoint representatives from the University of Houston System (the

“Selection Committee”) to review and evaluate all complete and compliant Qualifications. While the exact composition of the Selection Committee is not a matter of public information, for the purpose of this RFQ the Chair of the Selection Committee is the Point of Contact.

The Selection Committee will determine a short list (when applicable) of most qualified

Respondents, in accordance with the criteria set forth in this RFQ. All Respondents will be notified of the short list.

If the Selection Committee elects to conduct interviews of the short-listed Respondents, the Selection Committee will notify them of the date, time and location of these interviews.

Qualifications will be ranked as follows:

5.3 Criterion One: Relevant Team and Individual Experience, Capabilities and Certifications

5.3.1 Identify or provide (as appropriate):

5.3.1.1 Single point of contact for the team and other key firm personnel to be assigned to the Projects (collectively, the “Respondent’s Project Team”). Include the telephone number, mailing address and email address of the point of contact.

5.3.1.2 Organizational chart illustrating reporting lines and names and titles for members of the Respondent’s Project Team.

5.3.1.3 Resumes for each individual on the Respondent’s Project Team and definition of that person’s role in providing the Services.

5.3.1.4 A list of no more than five (5) projects (“Representative Projects“) which Respondent considers most similar to the Services, including no fewer than three

(3) projects completed for institutions of higher education. List only projects in which you rendered the same type of services as the Services described in the

Selection and Rating Criteria Value CRITERION ONE: Relevant Team and Individual Experience, Capabilities, and Certifications (Section 5.3)

55%

CRITERION TWO: Methodology and Best Practices (Section 5.4) 30% CRITERION THREE: Financial Stability (Section 5.5) 5% CRITERION FOUR: Quality and Responsiveness of Qualifications Package (Section 5.6) 10%

Total of Weighted Value 100%

RFQ. Relevant experience and capabilities will be judged through a review of Representative Projects and evaluated on the basis of the experience of the Respondent as well as the experience of members of Respondent’s Projects Team involved firsthand in providing primary services to the Representative Projects, regardless of the individuals’ employment at the time of the experience described or identified in the Qualifications.

5.3.2 For each of the Representative Projects, list the following:

• Owner (institution of higher education, city entity, other agency, etc.)

• Start and completion dates of the project.

• Total Project Value and Total Construction Value.

• Type of project (office, industrial, academic/classroom, energy plant, other).

• The amount of tax incentive monies returned to Owner.

• The schedule and timeline that was used.

• Challenges that were overcome.

• Other relevant information that represents the project and process that was used.

5.3.3 Certifications. Provide a list of pertinent and current licenses and certifications held by members of the Respondent’s Project Team.

• Project References. Provide references for each of the Representative Projects. The references shall be from the Representative Projects’ Owner and shall include the references’ names, email addresses and telephone numbers.

5.4 Criterion Two: Methodology and Best Practices.

5.4.2 Describe the philosophy, methodology and processes for efficient, effective and results oriented services.

5.4.3 Describe the information gathering methods and techniques used to complete the Tasks and how your team balances the need to acquire accurate data while minimizing the use of Institutional personnel and systems, and limit disruption to Owner’s daily operations.

5.4.4 Describe the process and manner in which Designers are contacted, negotiated with and put under commitment letters—emphasize any special lessons learned or methodologies uniquely developed through Respondent’s experience and innovation.

5.4.5 Explain the types of data systems, reports, monitoring systems, public data bases and other information sources used and developed by Respondent.

5.4.6 Illustrate, using examples, the full savings/rebate process arch from identifying eligible projects, obtaining Designer commitment, project certification to the final realization of deductions, savings and rebates. Explain the staging process and approximate time needed to accomplish each stage.

5.4.7 Identify common obstacles, administrative challenges and opportunities associated with providing services to a university system and how Respondent achieves favorable resolution.

5.4.8 Describe how Respondent tracks Owner input and reviews communications on performance issues. Provide examples of communication logs/reports for tracking and closing out identified issues.

5.4.9 Identify any additional specific services Respondent is capable of providing that would be considered a unique, value added benefit to Owner.

5.5 Criterion Three: Financial Stability.

Financial stability will be evaluated based on Respondent’s consistent revenue stream, on pending acquisitions, loan defaults and litigation.

5.5.2 Covenant that, if requested by Owner, Respondent will submit to Owner an audited copy, certified by the Respondent’s chief executive officer, of Respondent’s financial statements for each of the past three (3) years.

5.5.3 Provide Respondent’s annual revenue totals for the past five (5) years.

5.5.4 Provide a copy of Respondent’s financial rating and any documentation (e.g., a Dun and Bradstreet analysis) reflecting Respondent’s current financial stability.

5.5.5 If Respondent is currently for sale or otherwise involved in any transaction to expand or to be acquired by another business entity, explain the impact the proposed transaction is expected to have on Respondent’s organization and operation and on the staffing of the Projects.

5.5.6 If Respondent is currently in default, or has received a notice of default, or will be (due to the passage of time) in default on any loan or financing agreement, specify relevant dates, circumstances, and prospects for resolution.

5.6 Criterion Four: Quality and Responsiveness of Qualifications Package.

Qualifications shall be evaluated on the thoroughness of response, the tailoring of the submittal to Projects and Owner’s needs and issues, and the overall quality of writing, organization, and editing.

EXHIBITS. The following exhibits are incorporated are attached hereto and incorporated in by this reference:

EXHIBITS

A Continuing Service Agreement

B Execution of Offer C No Boycott Certifications

D Texas Public Information Act Certification E Corporate Response Form

Visit http://www.txsmartbuy.com/sp and under Agency/Texas SmartBuy Member Name, select University of Houston – 730. Under Status, select Posted and click search to get a list of active University of Houston projects.

http://www.txsmartbuy.com/sp

EXHIBITS. The following exhibits are incorporated are attached hereto and incorporated in by this reference: