RFQ 27-0001 COMPREHENSIVE MUNICIPAL INFRASTRUCTURE FEE STUDY - FINAL DM.pdf

REQUEST FOR QUALIFICATIONS

ISSUED BY

THE CITY OF DUNCANVILLE

PROCUREMENT AND CONTRACTING OFFICE, FISCAL SERVICES DEPARTMENT

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EXPIRATION OF OFFERS

The Offeror agrees to furnish all services] at the prices offered, within the mutually agreeable timeline, if this proposal is accepted within ONE HUNDRED TWENTY [120] consecutive days from the date set for the receipt of statements of qualifications. All submissions shall expire on the 120th day after the submissions are opened unless the City of Duncanville requests an extension of the submissions in writing and the respondent agrees to extend such in writing.

AMENDMENTS TO SOLICITATION

Receipt of all numbered amendments to Solicitations must be acknowledged.

AMENDMENT DATED AMENDMENT DATED AMENDMENT DATED AMENDMENT DATED

A001 A002 A003 A004 A005 A006 A007 A008

OFFER SUBMITTED BY

COMPANY NAME AS IT APPEARS ON ORGANIZATION CERTIFICATE (ISSUED BY STATE IN WHICH COMPANY WAS ORGANIZED)

STREET ADDRESS P.O. BOX NUMBER

CITY, STATE, and ZIP CODE

TELEPHONE NUMBER E-MAIL ADDRESS

OFFER EXECUTED BY [PLEASE PRINT]

NAME AND TITLE OF PERSON AUTHORIZED TO OBLIGATE COMPANY

SIGNATURE AND DATE OF OFFER

WITHOUT AN ORIGINAL SIGNATURE ON THIS OR OTHER DOCUMENTS BINDING THE OFFEROR, THE OFFER WILL BE REJECTED

NOTE: AWARD OF THE CONTRACT RESULTING FROM THIS SOLICITATION WILL BE MADE TO THE SUCCESSFUL OFFEROR BY AN AUTHORIZED WRITTEN NOTICE, WHICH MAY BE IN THE FORM OF A LETTER NOTICE OF AWARD OR A PURCHASE ORDER ISSUED BY THE CITY OF DUNCANVILLE, TX. THIS IS A SINGLE AWARD

CONTRACT.

SOLICITATION NO: RFQ 27-0001

TITLE: COMPREHENSIVE MUNICIPAL INFRASTRUCTURE

COST-OF-SERVICE AND USER FEE STUDY

DEPARTMENT: Public Works

DATE ISSUED: OCTOBER 10, 2026

An original, signed, sealed, submission of Statement of Qualifications that meets the requirements set forth below will be received at the place indicated below, until:

2:00 PM, local time, TUESDAY, NOVEMBER 03, 2026

NOTICE: When used in Request for Qualifications, the terms 'Offer' and 'Statement of Qualification' and ‘Offeror’ and 'Professional' are interchangeable.

STATEMENT OF QUALIFICATION DELIVERY ADDRESS:

CHIEF PROCUREMENT OFFICER

CITY OF DUNCANVILLE, TX

203 E. WHEATLAND ROAD

DUNCANVILLE, TEXAS 75116

FOR ADDITIONAL INFORMATION CONCERNING THIS SOLICITATION, CONTACT:

Elton Brock, MBA, CTCM, CTPM, CPSM, CPM Telephone: [972] 780-5058 Email: elton.brock@duncanvilletx.gov

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CITY OF DUNCANVILLE, TEXAS

RFQ: 27-0001

FOR

COMPREHENSIVE MUNICIPAL INFRASTRUCTURE COST-OF-SERVICE

AND USER FEE STUDY

203 E. Wheatland Road, Duncanville, TX 75116

SEALED STATEMENTS OF QUALIFICATIONS DUE DATE:

NOVEMBER 03, 2026, AT 2:00 P.M. (CST)

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Contents

SECTION 1 – GENERAL INFORMATION

1.1 Background Information

SECTION 2 - NOTICES TO PROPOSERS

2.4 Request for Clarification

2.6 Schedule of Events

2.7 Pricing Form and Cost to City

SECTION 3 - SCOPE OF SERVICES REQUIRED

SECTION 4 – REQUIREMENTS AND SUBMISSIONS

a) Technical Statement Requirements

SECTION 5 - EVALUATION PROCEDURES

1. Mandatory Requirements

2. Technical Qualifications (Maximum – 100 Points)

SECTION 6 - INSURANCE REQUIREMENTS

SECTION 7 - OTHER INFORMATION AND REQUIREMENTS

SECTION 8 - CONTRACT CLAUSES

ATTACHMENT A – Sample Billing Statement ATTACHMENT B – Reference Form ATTACHMENT C – Conflict of Interest Form ATTACHMENT D – SAM.GOV Submission ATTACHMENT E – Three-Year Project History ATTACHMENT F – Texas Issued License

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SECTION 1 – GENERAL INFORMATION

1.1 Background Information

Located in Southwest Dallas County, the City of Duncanville is almost 15 minutes south of downtown Dallas and is well situated to access the Dallas/Fort Worth Metroplex. The City covers approximately 12 square miles and is easily accessible from major interstate and highway systems in North Texas, including I-35 (the NAFTA Corridor), I-20, and Highway 67. The U.S. Census Bureau 2022 population estimate was 39,413. Duncanville is a diverse and inclusive community, with a rich history and tradition of community pride and civic engagement.

1.2 Solicitation Purpose

The City of Duncanville, hereinafter “City”, is seeking an agreement with qualified Individuals, Firms, or Corporations, herein “Respondent”, to provide Professional Engineering Services for the City of Duncanville, Public Works Department. The City desires to obtain qualified Respondent(s) contact information and qualifications to perform an independent, transparent, and defensible cost-of-service and rate study addressing three municipal infrastructure systems:

1. Pavement maintenance fee to provide dedicated funding for alley, street, sidewalk, and bridge maintenance and improve pavement conditions.

2. Stormwater utility fee for critical enhancements to the City’s drainage infrastructure.

3. Water and wastewater utility fees to update the FY2022 cost-of-service and user fee study.

The study shall determine the reasonable cost of maintaining each system, identify sustainable funding requirements, evaluate existing revenues and rates, and recommend equitable fee or rate structures for consideration by the City Council.

The study shall not presume that any new fee or rate increase will be adopted. Recommendations shall clearly distinguish existing obligations, documented funding needs, alternatives, customer impacts, and policy choices requiring City Council action.

1.3 Debarment and Certification

Each Respondent certifies by submission of their qualifications that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal, state, or local department or agency.

1.4 Professional State Licensure and Certifications

Each Respondent must have the required professional and licensure qualifications as defined by the State of Texas to execute the proposed development project. The Respondent may include relevant professional state license numbers in the response to the RFQ.

SECTION 2 - NOTICES TO PROPOSERS

2.1 Public Disclosure Statement of Qualification Information

Respondents are cautioned that once a Statement of Qualification is opened, all information contained therein will be available to the public unless the information is excepted from the requirements of Government Code Section 552.021 pertaining to Open Records.

The exception that allows the City to protect information that, if released, would give an advantage to a competitor or proposer does not apply after the Statement of Qualification solicitation process is complete, and the contract has been awarded. Trade secrets, commercial or financial background data, and privileged or confidential information may be

Page | 5 excepted from public inspection. If any information contained in your offer qualifies for an exception because it falls into one of the categories above, it should be clearly marked “CONFIDENTIAL,” and the basis of your claim of confidentiality should be stated. Data so identified will be maintained as a protected record. Offerors who claim that information contained in a Statement of Qualification should be protected from public disclosure after the award of the contract may be asked to support such claim if the City receives an Open Records request for the information and requests a determination by the Attorney General.

2.2 Statement of Qualification Notification

NOTE: ANY CHANGES IN DUE DATE OR MATERIAL CHANGES FOR ANY RFQ’S/SOLICITATIONS WILL BE POSTED ON THE C I T Y O F D U N C A N V I L L E W E B S I T E A N D PUBLICPURCHASE.COM WEBSITE:

https://www.duncanvilletx.gov/city_hall/departments/procurement_and_contracting/current_procurement_opportunities https://www.publicpurchase.com/gems/duncanville,tx/buyer/public/publicInfo

It is the respondent’s responsibility to ensure that they have all pertinent information regarding this solicitation, including all amendments prior to submitting their offer. Please check the website, even after submitting a Statement of Qualification, to ensure that you have all amendments as they may be posted at any time, up to and including the day of the Statement of Qualification opening.

The City is not responsible for the non-receipt of Submittals.

2.3 Communications

To ensure a transparent and competitive solicitation environment by preventing communication between City officials, employees, or representatives and parties involved in the proposing process that could create an unfair advantage to any party with respect to the award of a City contract, beginning on the day that solicitation is advertised and ending on the date that the notice of the award has been posted by the City Secretary for placement on the City Council agenda, no person or registrant shall engage in any lobbying or discussion regarding this Statement of Qualification with City officials and employees other than with the Chief Procurement Officer.

2.4 Request for Clarification

To meet the City’s schedule, it is extremely important that requests for clarification or additional information be submitted online to Elton Brock, Chief Procurement Officer, in writing by email at elton.brock@duncanvilletx.gov by the date indicated in Section 2.6 Schedule of Events of this RFQ. In the email subject, please indicate ‘RFQ 27-0001 COMPREHENSIVE MUNICIPAL INFRASTRUCTURE COST-OF-SERVICE AND USER FEE STUDY. Requests for clarifications submitted after this date may not elicit a response.

All Statement of Qualifications or requests for clarification should be sent via email to the following:

elton.brock@duncanvilltx.com, or purchasing@duncanvilletx.gov.

2.5 Notice to Proposers

Respondents are advised to become familiar with all conditions, instructions, and specifications of this RFQ. By submitting a Statement of Qualifications, the Respondent represents and warrants that it has thoroughly examined and become familiar with the scope required under this RFQ. The Respondent has reviewed and inspected all materials submitted in response to this RFQ. Once the award has been made, a failure to have read the conditions, instructions, and specifications herein shall not be a reason to alter the contract or for the Respondent to request additional compensation.

https://www.duncanvilletx.gov/city_hall/departments/procurement_and_contracting/current_procurement_opportunities http://www.publicpurchase.com/gems/duncanville%2Ctx/buyer/public/publicInfo mailto:elton.brock@duncanvilletx.gov mailto:elton.brock@duncanvilltx.com mailto:purchasing@duncanvilletx.gov

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2.6 Schedule of Events

The following Schedule of Events represents the City’s estimate of the timetable that will be followed in connection with this solicitation:

EVENTS DATE AND/OR TIME

Release Request for Qualifications October 10, 2026

Pre-Submittal Meeting

October 13, 2026

TEAMS Meeting 3:30 p.m. CST

Meeting ID: 268 461 488 135 922 Passcode: ra7ra3j7

Days to Submit Written Questions October 20, 2026 @ 5:00 p.m. (CST) Answers Provided October 27, 2026 Statement of Qualifications Due Date & Time November 03, 2026 @ 2:00 p.m. (CST) Evaluations November 2026 Contract Award Date January 27, 2026

At its sole discretion, the City reserves the right to adjust this Schedule of Events as it deems necessary. If necessary, the City will communicate adjustments to any event in the Schedule of Events in the form of an amendment.

Amendments to this RFQ will only be issued and posted on the PublicPurchase.com website.

2.7 Pricing Form and Cost to City (Please do not submit Pricing at this Stage) Pricing will be negotiated after the City Council’s award. Questions may be sent to: Elton Brock, Chief Procurement Officer at elton.brock@duncanvilletx.gov. ‘RFQ 27-0001 COMPREHENSIVE MUNICIPAL INFRASTRUCTURE COST-OF-SERVICE AND USER FEE STUDY PROJECT should be included in the subject line. Only firms that meet all the Statement of Qualification submission requirements and can perform the scope of services and achieve satisfactory performance of the stated deliverable and services will be notified.

2.8 Term of Engagement

This is a single-award solicitation, and a single contract will be awarded. The term of the awarded firm(s) will be an initial one (1) year or a twelve-month (12) period, or until the project has been completed in accordance with the agreed timeline, based upon satisfactory performance and the annual availability of an appropriation. All awards must be approved by the City Council.

2.9 Chief Procurement Officer (CPO)

Acceptance of services will be the responsibility of the Chief Procurement Officer (CPO). The Chief Procurement Officer is responsible for the final approval and acceptance of all submissions received.

2.10 Notices of Instruction to Proposers

A. Signature of Offer for Person Authorized to Sign All written submissions shall bear an original signature, in ink, of a responsible officer or agent of the company.

Failure to sign the written submission portion of the first page of the solicitation, or to include a substitute signed document binding the Respondent will be the basis for declaring a proposal non-responsive.

B. Effective Period of Statement of Qualifications mailto:elton.brock@duncanvilletx.gov

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Proposals should expressly state that the offer will remain in effect until at least 120 consecutive days from the date set for the receipt of offers and may be accepted by the City of Duncanville at any time on or before such date.

C. Delivery of Statement of Qualifications Statement of Qualifications submissions will be accepted by hard copy submission to the physical address identified in this solicitation or electronically to bids@duncanvilletx.gov on or before the time and date specified. The mere fact that the Submission was dispatched will not be considered; the Respondent must ensure that the submission is actually delivered. The time hard copy submissions are received shall be determined by the time clock stamp in the front desk of City Hall, or if electronically, the time and date the file arrives at the City’s electronic portal. Submissions received after the specified date and time of the due date and time will be rejected.

Provided the respondent desires to submit via hard copy, the submittal shall be enclosed in a sealed envelope, marked with the project title and name, and the address of the Respondent. The Statement of Qualifications submission shall be accompanied by other required documents. If the Submission is sent through the mail or other delivery system, the sealed envelope shall be enclosed in a separate envelope with the notation "STATEMENT OF QUALIFICATIONS ENCLOSED" on the face of it. Proposer shall submit one (1) copy of the entire proposal, plus one (1) digital copy (on thumb drive).

Hard copy sealed Proposals shall be addressed to and hand-delivered or shipped to:

City of Duncanville Procurement and Contracting Office, Fiscal Services Department 203 E. Wheatland Road Duncanville, Texas 75116 Attn: Chief Procurement Officer Also, write the Request for Proposal Number, Request for Proposal Title, Proposal Title, and Proposal Opening clearly on a visible section of the envelope.

D. Delivery Responsibility Submissions received after the specified date and time will not be accepted. The Respondent accepts all responsibility for delivering its submission to the address stated above within the specified time or the offer will be considered non-responsive and will be mailed back unopened. If the envelope does not reflect a return address, it will be opened for the sole purpose of obtaining the return address.

E. Offer Documents, Supporting Literature and Related Data Related data, where applicable, will be made part of the Submission. All documents, literature and related data submitted as an offer become the property of the City of Duncanville, TX.

F. Minority and Women-Owned Business or Historically Underutilized Business Requirements

Contracting with small and minority businesses, women's business enterprises, and labor surplus area firms. – Small and minority businesses, women's business enterprises, and labor surplus area firms must be solicited in this RFQ. If the awarded vendor is a prime awardee and may use subcontractors, the following affirmative steps are required of the prime awardee:

Placing qualified small and minority businesses and women's business enterprises on:

• solicitation lists.

• Assuring that small and minority businesses, and women's business enterprises are solicited whenever they are potential sources.

• Dividing total requirements, when economically feasible, into smaller tasks or quantities mailto:bids@duncanvilletx.gov

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• Establishing delivery schedules, where the requirement permits, which encourage participation by small and minority businesses, and women's business enterprises.

• Using the services and assistance, as appropriate, of such organizations as the Small Business Administration and the Minority Business Development Agency of the Department of Commerce, and the State of Texas Historically Underutilized Businesses Program.

• If you need assistance, you can contact the local MBDA Center in the DFW Area or choose the one closest to your community. Please use the following link:

https://www.mbda.gov/mbda-programs.

Minority-owned businesses may be eligible for contract procurement assistance with public and private sector entities from MBDA centers:

Dallas MBDA Business Center Houston MBDA Business Center 8828 N. Stemmons Freeway, Ste. 550B 3100 Main Street, Ste. 701 Dallas, TX 75247 Houston, TX 77002 214-920-2436 713-718-8974 Website:

https://www.mbdadfw.com Email:

admin1@mbdadallas.com

Website:

https://www.mbda.gov/business-center/houston-mbda-business-center Email: MBDA@hccs.edu

El Paso MBDA Business Center San Antonio MBDA Business Center 2401 East Missouri Avenue 501 W. Cesar E. Chavez Blvd., Ste. 3.324B El Paso, TX 79903 San Antonio, TX 78207 915-351-6232 210-458-2480 Website:

https://www.mbda.gov/business-center/el-paso-mbda-business-center

Website:

https://www.mbda.gov/business-center/san-antonio-mbda-business-center

Email: treed@ephcc.org Email: orestes.hubbard@utsa.edu

Small and woman-owned businesses may seek assistance from SBA Women’s Business Centers:

U.S. Small Business Administration- Dallas/Fort Worth District Office 150 Westpark Way, Ste. 130 Euless, TX 76040 214-572-9452 Website:

https://www.sba.gov/offices/district/tx/ dalla s-fort-worth Email: dfwdo.email@sba.gov https://www.mbda.gov/mbda-programs https://www.mbdadfw.com/ mailto:admin1@mbdadallas.com https://www.mbda.gov/business-center/houston-mbda-business-center mailto:MBDA@hccs.edu https://www.mbda.gov/business-center/el-paso-mbda-business-center https://www.mbda.gov/business-center/san-antonio-mbda-business-center mailto:treed@ephcc.org mailto:orestes.hubbard@utsa.edu https://www.sba.gov/offices/district/tx/dallas-fort-worth https://www.sba.gov/offices/district/tx/dallas-fort-worth mailto:dfwdo.email@sba.gov

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G. Acknowledgement of Solicitation Amendments All Amendments will be acknowledged on the Solicitation of Offers form (first page of this solicitation).

Failure to do so may cause the proposal to be rejected. It is the Offeror's responsibility to ensure that all information regarding the RFQ, including all amendments, is included in the offer. Amendments may be posted at any time up to and including the due date.

H. Proposal Preparation Cost This solicitation does not commit the City of Duncanville, TX to pay any costs incurred in preparing and submitting the proposal or to contract for the services specified. This RFQ is not to be construed as a contract or a commitment of any kind, nor does it commit the City of Duncanville, TX to pay for any costs incurred in the preparation of a formal presentation, or for any costs incurred prior to the execution of a formal contract.

I. Addendum If any questions arise from the RFQ, the Professional may submit written questions to PublicPurchase.com and/or purchasing@duncanvilletx.gov, to request interpretation via email. Any interpretation documents will be made by addendum to the RFQ. All questions should be emailed to PublicPurchase.com and/or purchasing@duncanvilletx.gov no later than 5:00 pm, according to 2.6 Schedule of Events in this RFQ. All questions that arise that require an addendum will be posted to the PublicPurchase.com website.

J. Additional Information For further procedural information concerning this Request for Proposal, contact the point of contact for contract administration (see the Communication Section for contact details).

K. Contract Performance The Respondent shall be responsible for completing all work set out in the Contract and task orders.

All work is subject to inspection, evaluation, and acceptance by the City of Duncanville, TX. The City of Duncanville, TX, may employ all reasonable means to ensure that the work is progressing and being performed in compliance with the Contract.

L. Notification to Unsuccessful Respondents All awards are made by the City Council of the City of Duncanville, TX.

M. Acceptance or Rejection of Submissions The City reserves the right to accept or reject any or all proposals, to waive all minor technicalities, and to accept the proposal or proposal determined to be the most advantageous to the City.

Additionally, the City may accept a proposal subject to an exception if, in the sole judgment of the City, the proposal meets or exceeds the City’s specifications.

The City reserves the right to reject any and all proposals and is not bound to accept the lowest proposal if, in the opinion of the City Administrator, such an award would not be in the city's best interest.

N. Debriefing Requests A written request for a debriefing should be directed to the Chief Procurement Officer identified under Request for Clarification in Section 2, Item 2.4 within five (5) days after the date of award. Debriefing requests will be scheduled with the Chief Procurement Officer.

Only an Offeror who has submitted a proposal may appeal an award decision.

mailto:purchasing@duncanvilletx.gov, mailto:purchasing@duncanvilletx.gov

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O. Protest Failure to follow the requirements of the Protest procedures established by the City of Duncanville, Texas, shall constitute a waiver of all protest rights. Protest must be made after the Council agenda has been posted and by 5 p.m. the day before the Council meeting in which the award will be made.

The Offeror must write a letter to the Chief Procurement Officer, using the subject “Proposal Protest” to the address listed above. Protests must be sent by certified or registered mail or delivered in person to 203 E. Wheatland Road, Duncanville, TX 75116.

The written protest should include ( 1) the Request for Proposal number and should clearly state, with particularity, the relevant facts believed to constitute an error in the award recommendation or desired remedy; (2) a specific identification of the statutory or regulatory provision that the Protesting Offeror alleges has been violated and the provisions entitling the Protesting Offeror to relief; 3) a specific factual description, with particularity, of each action by the City that the Protesting Offeror alleges to be a violation of the statutory or regulatory provision that the Protesting Offeror has identified pursuant to item (2) of this paragraph (mere disagreement with the decisions of City employees does not constitute grounds for protest). If there is no disputed issue of the material fact, the Protest must indicate this as well. Only the information provided within the protest period will be considered for a response.

T. Late Offers

Late Statement of Qualifications submissions will not be considered. Each Respondent is solely responsible for ensuring that the City receives the Statement of Qualifications response within the indicated time limit.

U. Non-appropriation

The City may cancel the contract should the current or any future City Council not appropriate funds in any fiscal year for the payment of this agreement. No penalty shall be attached in the event of any such non-appropriation. In the event of non-appropriation, the City shall give the successful respondent written notice of cancellation, and the City shall not be obligated to make any payments beyond the end of the fiscal year for which funds were appropriated (related to a subsequent fiscal year).

V. Right of Retention The City of Duncanville reserves the right to retain all Qualifications submitted and to use any ideas in a Statement of Qualification regardless of whether that Statement of Qualification is selected.

Submission of a Statement of Qualification indicates acceptance by the firm of the conditions contained in this Request for Qualifications, unless clearly and specifically noted in the statement submitted and confirmed in the contract between the City of Duncanville and the firm selected.

W. Award

The Duncanville City Council is expected to award one contract for the services requested as soon as possible.

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SECTION 3 - SCOPE OF SERVICES REQUIRED

3.1 Pavement Maintenance Fee Study

The Consultant shall evaluate the feasibility and structure of a dedicated pavement maintenance fee for City-maintained streets, alleys, sidewalks, and bridges.

Tasks

A. Asset and Cost Baseline

1. Compile and validate the City’s applicable street, alley, sidewalk, and bridge inventories.

2. Review available pavement condition data and identify significant information gaps.

3. Quantify current maintenance, preservation, rehabilitation, inspection, ADA-related repair, bridge maintenance, and overhead costs.

4. Develop a multi-year maintenance and preservation funding forecast while considering inflation.

5. Distinguish routine maintenance and preservation from reconstruction, capacity expansion, development-related improvements, and other capital projects.

B. Funding Gap

1. Identify existing revenues currently supporting these assets.

2. Determine the annual funding needed to maintain or improve defined service levels.

3. Quantify the difference between existing available funding and identified maintenance needs.

C. Fee Alternatives Evaluate reasonable alternatives such as:

1. equivalent-unit fee;

2. land-use or customer-class fee;

3. trip-generation/use-based methodology;

4. hybrid methodology; and

5. continued use of existing revenues without a new fee.

For each alternative, evaluate revenue sufficiency, administrative practicality, customer equity, billing requirements, exemptions/credits, and representative customer impacts.

D. Legal/Policy Review

Develop the financial and technical basis needed for City Attorney review of any proposed fee. Clearly distinguish a recurring pavement maintenance fee from any roadway impact fee, which require separate consideration under applicable Texas impact-fee requirements.

Deliverable: Pavement Maintenance Cost-of-Service and Rate Study, GIS data, and recommended funding/fee alternatives, including a transparent calculation model.

3.2 Stormwater Utility Fee Study

The Respondent shall review and update the City’s existing Stormwater Drainage Utility fee, rather than assume creation of a new utility.

Tasks

A. Existing System Review

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1. Review the current residential and nonresidential fee structure, billing units, ERU methodology, impervious-area data, exemptions, credits, appeals, and billing procedures.

2. Assess best practices in stormwater utility fee billing.

3. Validate available parcel, GIS, land-use, and impervious-area information.

B. Cost-of-Service

1. Determine the reasonable revenue requirement associated with:

a. stormwater system operations and maintenance;

b. MS4 and other applicable regulatory requirements;

c. drainage-system inspection and maintenance;

d. flood-risk reduction;

e. channel, inlet, culvert, and storm-drain maintenance;

f. asset rehabilitation;

g. capital improvements;

h. debt service;

i. reserves; and

j. appropriate overhead costs.

C. Rate Analysis

1. Develop a multi-year financial forecast while considering inflation.

2. Determine whether the existing fee structure adequately supports identified needs.

3. Evaluate the existing ERU and impervious-area methodology.

4. Develop alternative rate structures where warranted.

5. Evaluate residential, multifamily, commercial, institutional, tax-exempt, vacant, and other applicable property classes.

6. Quantify representative customer impacts.

D. Recommendations

Recommend a rate structure that is understandable, administratively practical, financially sustainable, and supported by documented cost and service relationships. Recommend strategic partnership programs to assist property owners with erosion control mitigation (e.g., loans, funding splits (50/50), etc.)

Deliverable: Stormwater Utility Cost-of-Service and Rate Study, GIS data, rate model, and proposed fee schedule.

3.3 Water and Wastewater Utility Fee Study

The Respondent shall conduct a comprehensive water and wastewater cost-of-service and rate-design study.

Tasks

A. Financial and Operational Review:

Review:

1. customer accounts and classifications;

2. water consumption and wastewater billing data;

3. operating and maintenance costs;

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4. purchased water and wastewater treatment/disposal costs;

5. overhead costs;

6. debt service;

7. capital improvement requirements;

8. asset renewal and replacement;

9. reserves and financial policies;

10. historical demand and revenues; and

11. anticipated growth, inflation, and major contractual cost changes.

Use available advanced-metering data where sufficiently complete and reliable.

B. Revenue Requirement

Develop separate water and wastewater revenue requirements and multi-year financial forecasts sufficient to support prudent operations, maintenance, capital investment, debt obligations, and reserves.

C. Cost-of-Service Analysis

Allocate costs to appropriate customer classes using accepted municipal utility cost-of-service practices and evaluate whether current rates reasonably reflect the cost of providing service.

D. Rate Design

Evaluation:

1. fixed/base charges;

2. volumetric charges;

3. residential tiers;

4. commercial and multifamily rates;

5. wastewater averaging methodology;

6. conservation objectives;

7. senior or other existing discounts;

8. miscellaneous utility fees; and

9. phased implementation alternatives.

Show the effect of each recommended alternative on representative customers at multiple consumption levels.

Deliverable: Water and Wastewater Cost-of-Service and Rate Study, GIS data, editable financial/rate model, and recommended multi-year rate schedule.

3.4 Integrated Analysis and Transparency

The Respondent shall develop all three studies from a common financial and analytical framework and shall:

1. clearly identify data sources, assumptions, exclusions, limitations, and professional judgments;

2. avoid allocating the same cost to more than one fee or utility;

3. distinguish operating, maintenance, rehabilitation, capital, debt, regulatory, and administrative costs;

4. document all formulas and allocation methodologies;

5. compare the City with a reasonable group of comparable North Texas municipalities;

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6. provide sensitivity analyses for major assumptions;

7. identify low-, moderate-, and higher-service/funding alternatives where appropriate; and

8. provide the City with fully editable models rather than proprietary calculations that cannot be independently reviewed.

3.5 Public and Council Communication

The Respondent shall prepare materials understandable to residents, businesses, City staff, and elected officials, including:

1. explanation of why each fee or rate is being evaluated;

2. existing versus proposed funding;

3. defined services funded by each charge;

4. representative monthly customer impacts;

5. comparison with peer municipalities;

6. consequences of maintaining current funding levels;

7. proposed exemptions, credits, or phase-in provisions; and

8. responses to frequently asked questions.

The Respondent shall participate in staff workshops, public meetings, and City Council presentations as requested.

3.6 Final Deliverables

The Consultant shall provide:

1. Existing Conditions and Data Validation Memorandum.

2. Pavement Maintenance Cost-of-Service and Rate Study and editable model.

3. Stormwater Utility Cost-of-Service and Rate Study and editable model.

4. Water and Wastewater Cost-of-Service and Rate Study and editable model.

5. Peer-community benchmarking.

6. Customer-impact analyses.

7. Multi-year financial forecasts.

8. Recommended fee/rate alternatives and implementation schedules.

9. Draft ordinance and fee/rate schedule language for review by the City Attorney.

10. Executive summary and City Council/public presentation.

11. Final consolidated report incorporating City comments.

12. All supporting spreadsheets, GIS-derived calculations, assumptions, formulas, and source data developed for the study.

SECTION 4 – REQUIREMENTS AND SUBMISSIONS

A. Qualification Based Submission Any firm interested in being considered for this Project is requested to submit a Statement of Qualifications on the Respondent firm’s letterhead that provides information on the points indicated below. Responding firms should refer to Section 5 (EVALUATION PROCEDURES) of the RFQ for additional response guidelines.

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B. General Requirements

A Statement of Qualifications that lists the details of the firms’ qualifications for the Services proposed, signed and submitted on an original proposal, if submitting electronically or by mail or hand delivered, shall include the following:

1. Title Page Title page showing the Request for Qualifications subject; the Respondent’s firm’s name; the name, address, and telephone number of the contact person; and the date of the statement.

2. Table of Contents The table of Contents should include an index of the statement contents and attachments with page numbers.

3. Transmittal Letter A signed letter of transmittal should contain the Respondent’s firm’s name, office address, and contact person(s) authorized to answer technical and/or contract-related questions. The letter should briefly state the proposer's understanding of the services to be provided and an overview of the professionals’ approach, the commitment to perform the work, the work previous experience of the professional, the professional’s ability to meet project schedules as identified with prior projects, the proximity to the area of the proposed Project, familiarity with the area of the proposed Project, the capacity to perform the tasks of the Project, the technical expertise of the firm and the identified staff that will be assigned to the project, a detailed list of prior projects completed along with references, and a statement of why the firm believes itself to be the most qualified firm to perform the engagement.

Please provide a discussion of any innovative techniques or methodology that the firm has utilized that have a proven history of providing responsive and cost-effective results on similar projects.

4. Executive Summary A summary of three pages or less should be provided which provides a summation of the statement.

Identify the points that make your firm uniquely qualified for this engagement.

5. Quality Control Review Submit a copy of the report on the Respondent’s firm’s most recent quality control review, with a statement of whether that quality control review included a review of specific governmental engagements. Provide information on the results of any federal or state desk reviews or field reviews of the Respondent firm’s operations during the past three years. Provide information on the circumstances and status of any disciplinary action taken or pending against the firm during the past three years with state regulatory bodies or professional organizations.

C. Technical Qualifications Statement

a) Technical Qualifications Statement Requirements

The purpose of the Technical Statement is to demonstrate the qualifications, competence, and capacity of the firms seeking to undertake this Project for the City of Duncanville in conformity with the requirements of this Request for Qualifications. As such, the substance of the statement will carry more weight than its form or manner of presentation. The Technical Statement should demonstrate the firm's qualifications and

Page | 16 the particular staff to be assigned to this engagement. It should also specify how the firm will meet the Request for Qualifications requirements.

The Technical portion should address all the points outlined in the Request for Qualifications. The statement should be prepared simply and economically, providing a straightforward, concise description of the proposer's capabilities to satisfy the requirements of the Request for Qualifications.

While additional data may be presented, the following subjects, items Section 4. B, Nos. 1 through 5, must be included. They represent the criteria against which the Statement of Qualification will be evaluated.

Please include a detailed list of prior similar Projects completed within the previous three (3) years.

Please include the timelines for those projects and identify any delays.

Please include a detailed list of your firm's references.

1. Independence The firm should also list and describe the Respondent’s firm’s professional relationships involving the City of Duncanville or any of its employees or representatives, agencies, component units, or oversight units for the past five (5) years, together with a Statement of Qualification explaining why such relationships do not constitute a conflict of interest relative to performing the proposed Professional services.

In addition, the firm shall give the City of Duncanville written notice of any professional relationships entered into during the period of this agreement.

2. License to Practice in the State of Texas and SAM.GOV registration An affirmative statement should be included that the firm and all assigned key professional staff are properly licensed to practice in the State of Texas, as applicable.

3. Firm Qualifications and Experience The proposer should state the size of the firm, the size of the Respondent’s firm’s staff, the location of the office from which the work on this engagement is to be performed and the number and nature of the professional staff to be employed in this engagement on a full-time basis and the number and nature of the staff to be so employed on a part-time basis.

The firm is also required to submit a copy of the report on its most recent external quality control review, with a statement whether that quality control review included a review of specific government engagements.

4. Partner, Supervisory, and Staff Qualifications and Experience The firm should identify the principal supervisory and management staff, including managing partners, managers, other supervisors and specialists, who would be assigned to this project and indicate whether each such person is licensed to practice as a professional Engineer or Architect in the State of Texas. The

SAM.gov Registration. Professional Firms must have an active registration with the System for Award Management (www.SAM.gov) AND have been cleared (not suspended or debarred). Provide proof of SAM.gov registration along with your Statement of Qualifications must be submitted.

Page | 17 firm should also provide as much information regarding their experience with similar projects. The firm should also provide information of each person designated to support the Project, including information on relevant continuing professional education for the past three (3) years and membership in professional organizations relevant to the performance of this program. Indicate how the quality of staff over the term of the agreement will be assured.

Engagement partners, managers, other supervisory staff, and specialists may be changed if those personnel leave the firm, are promoted, or are assigned to another office. These personnel may also be changed for other reasons with the express prior written permission of the City of Duncanville. However, in either case, the City of Duncanville retains the right to approve or reject replacements.

Other Professional personnel may be changed at the discretion of the proposer provided that replacements have substantially the same or better qualifications or experience.

5. Similar Engagements with Other Government Entities For the Respondent firm’s office that will be assigned responsibility for the program, list the most significant engagements performed in the last three (3) years that are similar to the engagement described in this Request for Qualifications. Indicate the scope of work, date, engagement partners, total hours of the awarded project, the project timeline, and any delays associated with the identified Project. Please also submit the name and telephone number of the principal client contact for these projects.

6. Scope and Approach Notice: Respondents SHALL NOT submit any information regarding pricing, work, schedule or hours.

For the Top Ranked Firm or Firm(s) Only: After all Statements of Qualifications are submitted by the due date, received and accepted by the City, and the City conducts the evaluation process, the City will contact the TOP-RANKED FIRM OR FIRM(S) BY WRITTEN REQUEST to submit a full statement of Scope, Schedule, and Approach for the Project. The full Statement of Scope, Schedule, and Approach shall include information on how the firm will meet the Scope and Requirements for the Project, the Project Approach, the firm’s understanding of the Project, the approach regarding compliance with all Federal, and State laws, including meeting any requirements for any potential grant funding, and the approach taken to complete the project along with a project timeline. The respondent shall also identify any anticipated potential project problems, the Respondent firm’s approach to resolving these problems, and any special assistance that will be requested from the City of Duncanville.

SECTION 5 - EVALUATION PROCEDURES

A. Request for Qualifications Selection Committee

Committee Review and Selection: The opening of a solicitation shall not be construed as the City’s acceptance of such as qualified and responsive. A committee of City evaluators has been established to evaluate the Solicitation Responses (“Committee”). The Committee will review each response to determine the most highly qualified Respondent(s) on the basis of demonstrated competence and qualifications using the following weighted criteria. A consensus score will be assigned to each response.

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B. Review of Statements The Evaluation Selection Committee will review all statements for technical scoring and compliance with RFQ requirements.

The City of Duncanville reserves the right to retain all statements submitted and use any idea in a statement regardless of whether that statement is selected.

C. Evaluation Criteria Statements will be evaluated using the following criteria: Mandatory Elements/Technical Qualifications, Firms meeting the mandatory criteria will have their statements evaluated and scored.

The following represent the principal selection criteria which will be considered during the evaluation process:

1. Mandatory Submission Requirements

a. Respondents shall be firms, corporations, individuals, or partnerships normally engaged in the provision or service described herein.

b. Persons and firms practicing in the State of Texas must possess proper licensing and registration in accordance with Texas laws. The Respondent is licensed to practice in the State of Texas, the office address that will support the Project, and the firm’s familiarity with the area of the proposed work.

c. The Respondent has no conflict of interest with regard to any other work performed by the firm for the City of Duncanville.

d. Respondents shall include at least one registered professional engineer and one registered professional architect as Project Managers with a minimum of five (5) years of experience in providing specified services.

e. The Respondent’s professional personnel have received adequate continuing professional education within the preceding two (2) years to meet the legal requirements needed for the State of Texas.

f. The Respondent has a record of quality work identified in the list of projects completed and submitted.

g. The Respondent has successfully performed one or more similar projects with a comparable Texas municipality in the past three (3) years and has submitted the list of projects, which includes the timeline and any delays that occurred.

h. The Respondent has submitted the list of references, which includes contact information; most references will be from the projects identified in the submission.

i. Submission of Respondent’s SAM.gov page.

j. Submission of Respondent’s Insurance coverage, (Section 6)

2. Technical Qualifications (Maximum – 100 Points)

a. Qualifications and previous related work of key project personnel, particularly regarding working with municipalities of similar size, government structure, and complexity and issues (30 points).

b. Qualifications and previous related work of firm, particularly regarding working with municipalities of similar size, government structure, and complexity and issues, and including firm’s experience in technical areas required to successfully complete all rate study components (30 points).

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c. Understanding of project goals, and local issues and needs, particularly as expressed in their approach to the project (20 points).

d. The demonstration ability of key project personnel to organize and lead effective, productive public meetings and city project meetings. (10 points).

e. Firm’s quality assurance and control procedures (10 points).

D. Final Selection The Evaluation Selection Committee will review all statements and recommend to the City Council the most advantageous statement received for consideration and/or approval; however, the City Council may select a respondent other than the one recommended by the evaluation team.

One professional firm is anticipated to be selected in January 2027 at a city council meeting. Following notification of the firm selected, a contract is expected to be executed immediately between both parties.

E. Right to Reject Statements The City reserves the right to reject any or all responses, delete any portion of the response, accept any response deemed most advantageous, or waive any irregularities or informalities in the response received that best serves the interest and at the sole discretion of the City.

F. Interviews

The City may or may not hold interviews. Respondents may be required to make an oral presentation to the Committee to further present their qualifications. These presentations will provide the Respondent the opportunity to clarify their qualifications and ensure a mutual understanding of the services to be provided and the approach to be used.

6 - INSURANCE REQUIREMENTS

Insurance Requirements for Professionals Respondents should confer with their respective insurance carriers or brokers to determine in advance of statement submission the availability of prescribed insurance certificates and endorsements. Failure to comply with the insurance requirements may disqualify an award. Upon award, all insurance requirements shall become contractual obligations that the Professionals shall have a duty to maintain throughout the course of this contract. Without limiting any of its other obligations or liabilities, the Professionals shall provide and maintain until the contracted work has been completed and accepted by the City, the minimum insurance coverage as indicated hereinafter.

The Company’s insurance coverage shall be primary insurance with respect to the City, its officers, agents, and employees, including the City. Any insurance or self-insurance maintained by the City, its officials, agents, and employees shall be considered in excess of the Company’s insurance and shall not contribute to it. Further, the Company shall include all subcontractors as additional insured under its commercial general liability policies or shall furnish separate certificates and endorsements for each subcontractor. All coverage for subcontractors shall be subject to the requirements stated herein.

Professional Liability Insurance

Professional liability insurance with limits not less than $500,000 per claim with respect to negligent acts, errors, or omissions in connection with professional services is required under this Agreement.

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If using a commercial vehicle coverage will also be required:

Business Automobile Policy (BAP)

Combined Single Limits: $2,000,000

Coverage for “Any Auto.”

Coverage must be on an occurrence form.

The City, its officials and employees are to be added as Additional Insured to liability policies.

After notification of award, the Professional(s) shall file with the City's Procurement and Contracting Office satisfactory certificates of insurance. The insurance requirements may not be modified or waived after the Statement opening unless a written exception has been submitted with the Statement. Professional(s) shall not commence any work or deliver any material until Professional(s) receives notification that the contract has been accepted, approved, and signed by the City. All insurance policies obtained in satisfaction of these requirements shall comply with the following general specifications and shall be maintained in compliance with these general specifications throughout the duration of the Contract, or longer, if so noted:

1. Each policy shall be issued by a company authorized to do business in the State of Texas with an A.M. Best rating of at least A – VII. Insurance carriers must be licensed and admitted to doing business in the State of Texas.

2. Any deductibles or self-insured retention shall be declared in the statement. If requested by the City, the insurer shall reduce or eliminate such deductibles or self-insured retention with respect to the City, its officials, agents, employees, and volunteers; or, the Professional shall procure a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses.

3. All…