ESBD_File_351185_RFQ 24-003 Engineering Services FINAL.pdf

RFQ 759 24-003

Rev. 9/2023 1

RFQ NO. 759 24-003

REQUEST FOR QUALIFICATIONS

FOR ENGINEERING CONSULTING SERVICES

CHILLED WATER AND HEATING HOT WATER INFRASTRUCTURE MASTER PLAN

AT THE UNIVERSITY OF HOUSTON-CLEAR LAKE

Date Issued: FEBRUARY 16, 2024

Questions Deadline: FEBRUARY 27, 2024

Qualifications & HUB Subcontracting Plan Due Date and Bid Opening:

MARCH 8, 2024, 3 PM CT

Procurement Point of Contact: DEBBIE CARPENTER

EXECUTIVE DIRECTOR, PROCUREMENT

2700 Bay Area Blvd.

Houston, TX 77058 UHCLProcurement@UHCL.edu

Project Summary: Engineering Study/Master Plan for UHCL’s Chilled and Heating Hot Water Infrastructure and Equipment

Procurement Method: Selection will be made in accordance with Tex. Gov’t.

Code §2254.004.

HUB Goal: 23.7%

Rev. 9/2023 2

Table of Contents

SECTION 1 - THE PROJECT

General:

Project Timeline

1.3 Background…………………………………………………………………………………………………………3

1.4 Anticipated Services……………………………………………………………………………………………….3

SECTION 2 - SUBMISSION REQUIREMENTS

General Schedule Submission Clarifications

2.5 Communication Restrictions

No Reimbursement Acceptance of Evaluation Methodology Owner’s Reservation of Rights No Confidentiality Contract Historically Underutilized Businesses Summary of Requirements Insurance Requirements Compliance with State Contracting Requirements

SECTION 3 – QUALIFICATIONS

General Information Evaluation of Qualifications CRITERION 1 - Project Team and Individual Team Member Experience and Capabilities CRITERION 2 - Quality of Previous Study Reports CRITERION 3 - Methodology Work Plan and Schedule

EXHIBITS

A Execution of Offer *Required* B Standard Purchasing Agreement

Rev. 9/2023 3

SECTION 1 - THE PROJECT

General: The University of Houston Clear Lake (“Owner”) is soliciting statement of qualifications (each a “Qualifications”) for the selection of an engineering consulting firm to provide engineering and other professional services for the Chilled Water and Heating Hot Water Infrastructure Study/Master Plan (the “Project”) at the Clear Lake and Pearland campuses. Services shall include, but are not limited to, providing an accurate, validated equipment table with estimated replacement costs, anticipated remaining life and estimated replacement date schedule, and master plans including as-built diagrams.

Project Timeline. The preliminary project timeline for the Project is:

Project Start APRIL 2024

Validated Equipment Table APRIL 2024

As-Built System Diagrams MAY 2024

Master Plan Outline/Scenarios JUNE 2024

Background. The University of Houston Clear Lake, Facilities Management and Construction (FMC) department provides Maintenance and Operations Services, Custodial Services, Landscape/Grounds Services, Environmental Health & Safety, Space Management and Parking and Transportation services for the UHCL main campus located in Southeast Houston. FMC is responsible for operating and maintaining all Heating Ventilation and Air Conditioning (HVAC) equipment serving the campus, including the large production equipment listed in Table 1.

Anticipated Services. Review and validate nameplate and sizing information for current chillers, boilers, cooling towers, pumps, piping, controls and associated equipment currently housed and in service on the UHCL campus. Produce System Diagrams including major pumps, piping and piping sizes, and control components. Develop possible System Master Plans including system diagrams and basic equipment and construction cost estimates, considering the anticipated new buildings listed in Table 2.

Rev. 9/2023 4

Location Chilled Water Pumps Bayou Building 1000 ton McQuay WDC087, 1000 ton Cooling Tower Taco 125 hp. TA250B2X1B6W0 Bayou Building 1000 ton York YK1FKSH9, 1000 ton Cooling Tower Taco 75hp TA2530BBQ1B6C0B1950D Bayou Building Primary Chilled Water Pump #1 Taco 75 hp KS1013AE2NLC819M Bayou Building Primary Chilled Water Pump #2 Taco 75 hp KS8013AE2NCD416M Bayou Building Secondary chilled water pump #1 Taco 40hp KS8011AE2MCD393M Bayou Building Secondary chilled water pump #2 Taco 30hp KS8011AE2LCD392M Bayou Building Secondary chilled water pump #3 Taco 40 hp KS8011AE2MCD393M SSCB (CUP) 340 ton Trane CVHE050FA3 20 hp primary chilled water pump SSCB (CUP) 340 ton Trane CVHE050FA3 20 hp primary chilled water pump SSCB (CUP) 340 ton Trane CVHE050FA3 20 hp primary chilled water pump SSCB (CUP) 800 ton York KMBMSH9 SSCB (CUP) 800 ton York KMBMSH9 SSCB (CUP) Cooling Tower condenser pump #3 17-2514723-3 SSCB (CUP) Cooling Tower condenser pump #4 17-2514723-1 SSCB (CUP) Cooling Tower condenser pump #5 17-2514723-2 SSCB (CUP) Cooling Tower SSCB (CUP) Cooling Tower SSCB (CUP) 20 hp primary chilled water pump SSCB (CUP) 20 hp primary chilled water pump SSCB (CUP) Secondary pump #4 30 hp primary chilled water pump SSCB (CUP) Secondary pump #5 30 hp primary chilled water pump SSCB (CUP) Secondary pump #6 50 hp primary chilled water pump SSCB (CUP) Secondary pump #7 50 hp primary chilled water pump STEM I Chilled water pump #1 40 hp primary chilled water pump STEM I Chilled water pump #2 40 hp primary chilled water pump Recreation/Wellness Chilled water pump #1 20 hp primary chilled water pump Recreation/Wellness Chilled water pump #2 20 hp primary chilled water pump

Location Heating Hot Water Pumps Bayou Building Boiler #1RBI MB2000 Serial 081056575 Bayou Building Boiler #2RBI MB2000 Serial 0810566001 Bayou Building Boiler #3RBI MB2000 Serial 0810566000 Bayou Building Boiler #4RBI MB2000 Serial 0810566599 Bayou Building Boiler #5Viessmann CA3B.4.0 PN 7745192 Bayou Building Primary Hot Water Pump #1 Taco 30hp KS6013AE2LCD392M Bayou Building Primary Hot Water Pump #2 Taco 30hp KS6013AE2LCD392M Bayou Building Secondary hot water pump #1 Taco 10hp KS4009AE2JCD388M Bayou Building Secondary hot water pump #2 Taco 10hp ks4009AE2JCD388M Bayou Building Secondary hot water pump #3 Taco 20 hp KS6011AE2KCD390M SSCB (CUP) Secondary Hot Water Pump#1 Auruor pump 03-965158-2 SSCB (CUP) Secondary Hot Water Pump#2 Auruor pump 03-963159-1

Table 1 - UHCL HHW and ChW Production Infrastructure

Rev. 9/2023 5

SECTION 2 – SUBMISSION REQUIREMENTS

General. An engineering firm that wishes to be considered for the award of a contract for the Services (each, a “Respondent”) must submit its statement of qualifications for such award (the “Qualifications”) in compliance with the requirements contained in this RFQ. Failure to so comply will result in disqualification of the Qualifications and the Respondent.

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

Request for Qualifications Posted FEBRUARY 16, 2024

Questions Deadline FEBRUARY 27, 2024, 3PM CT

Qualifications Submittal Deadline MARCH 8, 2024, 3PM CT

Oral Presentations/Interviews, if held MARCH 2024

Notify Finalists TBD

Contract Negotiations Commence TBD

Contracts Signed TBD

Contract Start Date (estimated) APRIL 2024 The University will be closed the following days:

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

Submission of Qualifications. Qualifications are due on or before the Submittal Deadline identified in Section 2.2. Qualifications received after the Submittal Deadline will not be accepted or considered. Qualifications must be delivered to Owner’s Point of Contact:

Debbie Carpenter University of Houston Clear Lake Procurement Department 2700 Bay Area Blvd.

NOA II Building Houston, TX 77058 Procurement@UHCL.edu

2.3.1 Owner recommends the use of a reliable courier rather than the United States Postal Service for delivery of the Qualifications. Owner will not acknowledge or accept Qualifications delivered by telephone, facsimile (fax), or e-mail.

2.3.2 Each qualifications package must be submitted in hard and electronic versions as follows:

2.3.2.1 One (1) original signed and two (2) copies signed of the Qualifications no longer than 30-double-sided pages (60 single-sided pages total) , and

Building Location GSF Type ECD Student Center West of SSCB 70,000 Student Union 2026 STEM II South of STEM I 80,000 Classroom/Lab 2028 New Building 3 South of Student Center 60,000 General Use 2030

Table 2 - New Buildings https://www.uh.edu/human-resources/payroll/holiday-schedule/

Rev. 9/2023 6

2.3.2.2 Each Qualification must be submitted as one (1) package with two (2) individually sealed envelopes inside. The qualification documents, attachments, execution of offer, and any other information must be included in one envelope with a copy on USB. Two (2) copies of the qualification must be included. The completed HUB Subcontracting Plan must be in the second envelope with a copy on USB. One

(1) copy of the HSP must be included. Owner prefers simple and economically produced Qualifications describing the Respondent’s ability to meet the requirements of this RFP in a straightforward, concise manner. In evaluating Proposals, emphasis shall be on the quality, completeness, clarity of content, responsiveness to the requirements, and Respondent’s understanding and anticipating of the Owner’s needs.

2.3.2.3 The cover, table of contents, divider sheets, sample documents, incumbency certificate, Bonding Letter, HSP, Execution of Offer and Cost and Delivery Proposal do not count as printed pages. Owner’s published manuals may be submitted in their entirety as an attachment or incorporated by reference.

2.3.3 Each Qualification must include a completed Execution of Offer (EXHIBIT A), which will not count toward the page or size limitation of the Qualifications.

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

2.2. All timely questions will be answered and requests for clarification will be addressed at one time and in one posting as an addendum to this RFQ on the Electronic State Business Daily (“ESBD”) website (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 Respondents’ 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 addenda by including a copy of the RFQ and each addendum with the Qualifications (not counted toward the page or size limit).

Communication Restrictions. Respondents may communicate only with the Point of Contact and no other person regarding this RFQ or the Project, or concerning matters related to them.

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.

Acceptance of Evaluation Methodology. By submitting its Qualifications in response to this

RFQ, respondent accepts the evaluation process and acknowledges and accepts that determination of the “most qualified” firm(s) will require subjective judgments by the Owner.

Owner’s Reservation of Rights. Owner reserves the right to reject any or all Qualifications at any point during the selection process, and to postpone or abandon – temporarily or permanently – the Project at any time. Further, Owner reserves the right to re-post an RFQ for the Services 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 not necessarily be limited to, scheduled visits to the Respondent’s offices or to representative projects, and written requests for supplemental information.

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 http://www.txsmartbuy.com/sp

Rev. 9/2023 7 to public disclosure under the Texas Public Information Act (Texas Government Code, Chapter 552.001, et seq.) once a contract for the Project (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 requirement of the Texas Public Information Act. BY SUBMITTING ITS QUALIFICATIONS, A RESPONDENT SPECIFICALLY AND EXPRESSLY

RELEASE OWNER FROM LIABILITY RESULTING, AND WAIVES ANY AND ALL CLAIMS ON BEHALF

OF RESPONDENT AND ANY PERSON(S) CLAIMING BY, THROUGH OR UNDER RESONDENT, FROM

OWNER’S DISCLOSURE OF THE PUBLIC INFORMATION.

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

(the “Contract Form”). Standard Purchasing Agreement Exhibit B

2.10.1 The Contract Form contains not only the terms under which Owner will contract, but also references to laws affecting the agreement and the design of the Project, including laws governing procurement (including timing for payment), participation by Historically Underutilized Businesses (each, a “HUB”), insurance requirements, state contracting requirements, etc. Any capitalized term used but not defined in the 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.

Historically Underutilized Businesses. 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 (TAC) Title 34, part 1, Chapter 20 Subchapter B Section §20.14. 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”) to the University of Houston-Clear Lake procurement department at UHCLProcurment@uchl.edu . The PAR submission shall be required as a condition for payment.

2.11.1 The HUB Subcontracting Goal for this project is 23.7%. Successful respondents will be required to make a good faith effort to award subcontracts in at least the specified percentage of the value of the awarded contract to historically underutilized businesses over the life of the contract.

2.11.2 Successful respondents will be required to submit a HSP with each Project Proposal where: (a) they intend to subcontract any portion of the work; or (b) the estimated overall fee for the Project is $100,000 or more.

2.11.3 The UHCL Procurement Department offers a courtesy review. Email UHCLProcurement@uhcl.edu should you request a review. Reviews may take several days and respondents are encouraged to plan accordingly.

2.11.4 Any questions related to completing the HUB Subcontracting Plan should be directed to Debbie Carpenter, Procurement Department at UHCLProcurement@uhcl.edu

2.11.5 Return HUB Plans in separate envelopes sealed and with the title and reference number “RFQ 759-24-003 Chilled Water and Heating Hot Water Project” on the outside of the envelope. If you have any questions about completing the HSP, please contact UHCLProcurement@UHCL.edu mailto:UHCLProcurment@uchl.edu mailto:UHCLProcurement@uhcl.edu mailto:UHCLProcurement@uhcl.edu mailto:UHCLProcurement@UHCL.edu

Rev. 9/2023 8

Summary of Requirements. Respondents must adhere to the following requirements in order for their Qualifications to be considered by Owner. If any requirements are not followed, Respondent’s Qualifications will be considered non-responsive and will not be evaluated.

2.12.1 Submit the Qualifications requested by this RFQ by the time and date indicated in Section

2.2 and at the address indicated in Section 2.3.

2.12.2 Submit a completed Execution of Offer (EXHIBIT A).

2.12.3 Restrict communications with the Owner.

Insurance Requirements. The insurance requirements for any contract awarded pursuant to this RFQ are set forth in the Contract Form. Respondents are hereby advised of the following coverage requirements specific to this Project:

2.13.1 Required Coverage. For the duration of the agreement, for any renewal terms, and for purposes of indemnification obligations that are specified to survive termination or expiration of the agreement, Respondent shall obtain, at its sole expense and at no cost to the Owner, the following coverages and shall maintain such coverage in full force and effect:

2.13.2 Commercial General Liability Insurance including operations, contractual liability, and products liability in the combined single limit of not less than one million dollars ($1,000,000) per occurrence and two million dollars ($2,000,000) in the aggregate;

2.13.3 Professional Liability or Errors & Omission Insurance (For Professional Services only) of not less than five million dollars ($5,000,000) per occurrence for professional services i.e., Physician, Lawyer, Architect, Engineer, other “Professional” or a Consultant representing his own firm;

2.13.4 If, during the Term, Respondent will enter Owner property, Respondent shall also maintain the following insurance:

a. Workers' Compensation and Employers Liability Insurance covering all individuals who provide Services pursuant to the agreement at the request of the Respondent, at the statutory limits in effect as of the Effective Date of the Contract and as modified from time to time by the regulatory body or insurance carrier charged with administering Workers' Compensation for the State of Texas. Employer's Liability in amounts of not less than one million dollars ($1,000,000) per accident, one million dollars ($1,000,000) for disease (policy limit), and one million ($1,000,000) for disease (per person).

b. Commercial Automobile Liability Insurance in the combined single limit of not less than one million dollars ($1,000,000) or in the event Respondent does not own automobiles, Respondent agrees to maintain coverage for Hired & Non-Owned Auto Liability, which may be satisfied by way of endorsement to the Commercial General Liability Policy or a separate Commercial Auto Liability Policy;

2.13.5 Owner may require additional insurance coverages and/or limits depending on the nature and scope of the contract.

2.13.6 Providing and maintaining insurance coverage is a material term of this solicitation.

Respondent shall provide Certificates of Insurance evidencing the Insurance Requirements no later than ten (10) days prior to the start of work and replacement or renewal certificates no less than thirty (30) days prior to the expiration of any such insurance. Insurance coverages must be written by companies authorized and admitted to do business in the State of Texas and rated A-, VII or

Rev. 9/2023 9 better by A.M. Best Company. Respondent shall provide the Owner a full and complete copy of any insurance policy promptly upon request by the Owner, and without charge to the Owner.

2.13.7 Insurance Endorsements. The Owner shall be listed as an Additional Insured on the Commercial Liability and Automobile Liability policies. A waiver of subrogation must be granted in favor of the Owner for all policies. Respondent’s insurance coverage must be primary and non-contributory for all policies. A 30-day notice of cancellation or material changes must be provided to the Owner for all policies.

2.13.8 Effect of Indemnification Obligations. No provision, term, or condition in the Contract regarding indemnification obligations shall be construed to limit the application of insurance procured by the Respondent in accordance with requirements set forth in the Contract.

2.13.9 Pollution Liability is not required for this Project]. Please refer to Section 14.4 of the Owner- Contractor Agreement.

2.13.10 Special form builder’s risk or installation floater coverage is not required for this project.

Please refer to Section 5.2.2.1.5 of the Texas Facilities Commission’s Uniform General Conditions which is incorporated by referenced into the Owner-Contractor Agreement.

2.13.11 $2,000,000 in excess/umbrella liability insurance. Please refer to Section 5.2.2.1.6 of the Texas Facilities Commission’s Uniform General Conditions which is incorporated by referenced into the Owner-Contractor Agreement.

2.13.12 No provision, term, or condition in the Contract Form regarding indemnification obligations shall be construed to limit the application of insurance procured by the Respondent in accordance with requirements set forth in the Contract Form.

Compliance with Certain State Contracting Requirements.

2.14.1 Anti-Boycott of Israel. The 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 Israel as defined by Section 808.001 of the Texas Government Code.

2.14.2 Anti-Boycott of Energy Companies. The 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.

2.14.3 Anti-Boycott of Firearm Entities or Firearm Trade Associations. The 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.

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

2252.152 of the Texas Government Code, the 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 or to a foreign terrorist organization.

Rev. 9/2023 10

2.14.5 Certificate of Interested Parties. If the value of the contract awarded pursuant to this RFQ exceeds $1,000,000, the successful Respondent will be required to 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.

2.14.6 Certification of Compliance – Texas Public Information Act Contracts for $1 Million or more

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

2.14.6.1.1. 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;

2.14.6.1.2. 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

2.14.6.1.3. on completion of the contract, either:

i. 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

ii. preserve the contracting information related to the contract as provided by the records retention requirements applicable to the University.

2.14.6.1.4. 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.

2.14.7 Additional Requirements. Additional state contracting requirements are included in the

Contract Form.

SECTION 3 – QUALIFICATIONS

General Information: Qualifications should address each of the following items in the same order in which they are set forth below:

3.1.1 Introduction and general information of Respondent:

3.1.1.1 Firm data and general qualifications;

3.1.1.2 Legal name and address(es); and

3.1.1.3 Firm profile, i.e.;

• Age, Rev. 9/2023 11

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

• Firm history,

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

• Areas of specialty/concentration, and

• Current certificate of incumbency. If Respondent is a limited partnership, the certificate should be for its general partner entity.

3.1.2 Description of Respondent’s proposed team for the Project (the “Project Team”). Identify or provide (as appropriate):

3.1.2.1 Key firm personnel to be assigned to the Project. For each individual, a professional resume and a description of his/her role in each stage of the planning, programming, design and administrative processes.

3.1.2.2 For each Consultant to be assigned to the Project, the name and contact information for each individual to be assigned to the Project, including the capacity each shall serve.

3.1.2.3 Organizational chart illustrating reporting lines and names and titles for key participants including its Consultants proposed by Respondent.

3.1.2.4 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.

3.2.1 Owner will review and evaluate all complete and compliant Qualifications and produce a short list of three (3) best qualified Respondents, determined in accordance with the criteria set forth in this RFQ. All Respondents will be notified of the short list.

3.2.2 Owner may conduct interviews of the three short-listed Respondents. If Owner elects to conduct interviews, Owner will notify the short-listed Respondents of the date, time and location of these interviews.

3.2.3 Qualifications will be evaluated and ranked based on the following matrix:

Category Value CRITERION 1: Project Team and Individual Team Member Experience 40% CRITERION 2: Quality of Previous Study Reports 30% CRITERION 3: Methodology, Work Plan, and Schedule 30% Total of Weighted Value 100%

CRITERION 1 - Project Team and Individual Team Member Experience and Capabilities.

Relevant experience and capabilities will be judged through a review of relevant completed projects and evaluated on the basis of Respondent’s experience as well as the experience of individuals in each Respondent’s Project Team, regardless of the individuals’ employment at the time of the experience described or identified in the Qualifications. Provide data for no more than five (5) but no less than one (1) project, in order of relevance, that best illustrate(s) Respondent’s experience and current capabilities relevant to this Project (the “Representative Projects”).”). Projects related to central utility systems. For each Representative Project, provide the following information:

Rev. 9/2023 12

3.3.1 Project name and location.

3.3.2 Brief project description including:

3.3.2.1 Size in GSF, scope, and delivery method;

3.3.2.2 Project Team members’ roles in project;

3.3.2.3 Name of project manager (responsible to the owner for overall success of the project);

3.3.2.4 Name of project engineer (responsible to the owner for coordinating day-to-day work);

3.3.2.5 Name of project designer (responsible to the owner for design concepts);

3.3.2.6 Names of other consulting firms employed on the project;

3.3.2.7 Project completion date and the date stated in the A/E contract as the estimated completion date; and

3.3.2.8 Actual project cost and the amount stated in the contract as the estimated project cost.

3.3.3 The owner’s name, and the address, email address and telephone number of an individual employed with the owner that Owner can contact for references. Identify the length of Respondent’s business relationship with the owner; and

3.3.4 General Contractor’s name and the name and telephone number of its project liaison.

CRITERION 2 - Quality of Previous Study Reports. Quality of previous reports will be evaluated on the basis of thoroughness, attention to detail, clarity of information presented.

3.4.1 For each qualifying Representative Project, discuss any programming challenges encountered. Explain the strategies the designer used to resolve conflicting program requirements, unusual site conditions, or other difficult project criteria.

3.4.2 Describe the design’s responsiveness to community and/or campus context, creative use of materials and systems, and functionality of the design including both architectural and engineering aspects.

3.4.3 Describe the key sustainable design strategies employed and the cost savings to the owner, if any.

CRITERION 3 – Methodology, Work Plan, and Schedule. Methodology and best practices will be evaluated based on Respondent’s design approach, experience with the interactive review process, team organization and communication practices, quality of documentation, and skills in estimating, scheduling, and technical support capabilities. State why Respondent’s Project Team is qualified to skillfully address the issues Respondent anticipates will be relevant to the Project. Specifically, and at a minimum, address the following:

3.5.1 Methods of team organization and communication. Discuss how Respondent will coordinate the development of design solutions, the production of contract documents, and construction administration. Be specific with regard to internal and external communications, Rev. 9/2023 13 quality control, cost-estimating capabilities, specification system, and responsible individuals including their location (e.g., on-site or specific office).

3.5.2 Experience with and/or ability to work within an interactive design review process. Explain how well Respondent has performed on past projects involving interactive design reviews. Identify which, if any, of the Representative Projects included an interactive review process among the architect, owner, construction manager, and third-party consultants.

3.5.3 Experience with the construction manager-at-risk delivery method, including experience utilizing Building Information Modeling (BIM) in the development and communication of design intent and communication and coordination of building components. Finally, discuss your firm’s experience with and approach to partnering with a construction manager to coordinate and consolidate project information in a BIM model for the owner’s use in building life cycle management.

3.5.4 Experience with an owner’s standardized design and construction criteria. Describe Respondent’s experience in adhering to such criteria on previous projects.

3.5.5 Experience in developing project schedules. Include an example of a comprehensive initial project schedule with a detailed breakdown of design services.

3.5.6 Describe your procedures for implementing architectural “best practices” as defined by the American Institute of Architects for:

3.5.6.1 Understanding and working with clients, and

3.5.6.2 Managing design project costs

3.5.7 Office Technology:

3.5.7.1 Identify the design/modeling software your firm employs and describe how it is used during the design process; and

3.5.7.2 Identify the web-based project management software your firm employs and describe how it is used in the course of a project.

SECTION 4 – EXHIBITS

The following exhibits are located on the Electronic State Business Daily and hereby incorporated by reference into this RFQ:

EXHIBITS

A Execution of Offer *Required* B Standard Purchasing Agreement

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