Pioneer Valley Transit Authority (PVTA)

REQUEST FOR QUALIFICATIONS (RFQ)

RFQ #27-001

5-Year On-Call Construction Management Services

Issue Date: October 21, 2026

Due Date: November 18, 2026 @ 2:00 PM

REQUEST FOR QUALIFICATIONS NOTICE

To All Interested Parties:

The Pioneer Valley Transit Authority (PVTA) is seeking proposals from construction management firms to provide on-call construction management services for various horizontal and vertical construction projects associated with PVTA’s administrative offices, bus operations & maintenance facilities, and bus passenger waiting facilities over a 5-year contract period (January

1, 2027 to December 31, 2031). The specifics of the types of services relevant to this Request for

Qualifications (RFQ), are set forth in the Scope of Services and supporting documents attached hereto and made a part hereof.

The RFQ is available for download from PVTA’s website at www.pvta.com once the interested firm has registered on the website as a vendor. The RFQ can be found under the “Business” tab on the homepage by clicking the “Opportunities” subtab and then the RFP.

Proposals in response to PVTA’s RFQ# 27-001 for On-Call Construction Management Services must be submitted to Wesley Brown, PVTA’s Procurement Officer at 2808 Main Street, Springfield, MA 01107 no later than 2:00 P.M. EST on November 18, 2026.

The PVTA is a regional transit authority and political subdivision of the Commonwealth of

Massachusetts, organized pursuant to the provisions of Chapter 161B of the Massachusetts General

Laws. Its statutory mandate is to provide public transit services to twenty-four (24) communities within the region of the pioneer valley in western Massachusetts. PVTA is funded with federal, state and local funds, as well as passenger farebox revenue. PVTA is required to comply with the provisions of the Americans with Disabilities Act (ADA) as well as all federal and state laws, regulations and statues. A guiding PVTA principle is to continually improve the quality of its operations while providing accessible, safe, reliable, and cost-effective services to its customers.

Any contract resulting from proposals submitted to this RFQ is subject to funding between the

PVTA, the Massachusetts Department of Transportation (MassDOT), and the Federal Transit

Administration (FTA). Any contract entered into pursuant to this RFQ, will afford full opportunity to Disadvantaged Business Enterprises (DBE) to submit proposals, who will not be subjected to discrimination based on race, color, sex or national origin in consideration for an award.

The Authority reserves the right to reject any and all proposals submitted in response to this RFQ and waive informalities and irregularities, as it deems in its best interest.

Pioneer Valley Transit Authority

2808 Main Street, Springfield, MA 01107 • Phone: 413-732-6248 • Fax: 413-737-2954 www.pvta.com

TABLE OF CONTENTS

http://www.pvta.com/

1.0 GENERAL INFORMATION 5

1.1 INTRODUCTION 5

1.2 DUE DATE 5

1.3 QUESTIONS/REQUESTS FOR CLARIFICATION 6

1.4 ACCEPTANCE PERIOD 6

1.5 PROCUREMENT SCHEDULE 6

1.6 PRESERVATION OF PVTA’s RIGHTS 6

2.0 INSRUCTION TO PROPOSERS 8

2.1 SCOPE OF PROPOSAL 8

2.2 CHANGES TO THE RFQ VIA ADDENDA 8

2.3 EXTENSION OF PROPOSAL DUE DATE 8

2.4 ACKNOWLEDGEMENT AND POSTING OF ADDENDA 8

2.5 SUBMISSION REQUIREMENTS 8

2.6 LATE SUBMISSIONS, MODIFICATIONS AND WITHDRAWALS OF

OFFERS 12

3.0 CONSULTANT SELECTION PROCESS 12

3.1 QUALIFICATIONS-BASED SELECTION (QBS) 12

3.2 CONTRACT AWARD 13

4.0 EVALUATION OF NON-PRICE PROPOSALS 13

4.1 MINIMUM QUALIFICATIONS OF PROPOSERS 13

4.2 QUALIFICATIONS COMPLAINCE DETERMINATION 13

4.3 EVALUATION CRITERIA 13

5.0 STANDARD TERMS & CONDITIONS 14

5.1 PUBLIC RECORDS 14

5.2 INVOICING 14

5.3 CONTROLLING LAW 15

5.4 TAXES, CHANGES, AND EXTRAS 15

5.5 AWARD 15

5.6 INSURANCE REQUIREMENTS 15

5.7 LIMITATION ON FUNDING 15

5.8 PROTEST PROCEDURE 15

5.9 FEDERALLY REQUIRED CONTRACT CLAUSES 15

6.0 SCOPE OF SERVICES 16

6.1 GENERAL SERVICES BY KEY STAFF POSITION 16

6.2 2027-2028 ON-CALL WORK ORDERS ANTICIPATED 18

6.3 CONTRACT DELIVERABLES 18

ATTACHED EXHIBITS

EXHIBIT A, PROSPECTIVE PROPOSER FACT SHEET AND GENERAL

INFORMATION FORM 20

EXHIBIT B, CERTIFICATE OF AUTHORITY 21

EXHIBIT C, CERTIFICATION OF ELIGIBILITY TO BID OR PROPOSE 22

EXHIBIT D, CERTIFICATION OF NON-COLLUSION 23

EXHIBIT E, CERTIFICATION OF TAX COMPLIANCE 24

EXHIBIT F, PUBLIC CONTRACTOR DEBARMENT CERTIFICATION 25

EXHIBIT G, PVTA’S PRESERVATION OF RIGHTS AND DISCLAIMERS 26

EXHIBIT H, REQUIRED INSURANCE 29

EXHIBIT I, PVTA PROTEST PROCEDURE 32

EXHIBIT J, FEDERALLY-REQUIRED CONTRACT CLAUSES 37

1.0 GENERAL INFORMATION

1.1 INTRODUCTION

The Pioneer Valley Transit Authority (PVTA) is a Regional Transit Authority and Political

Subdivision of the Commonwealth of Massachusetts. PVTA is organized pursuant to the provisions of Chapter 161B of the Massachusetts General Laws. Its statutory mandate is to provide public transit services to twenty-four (24) communities within the region of the Pioneer Valley in

Western Massachusetts. PVTA is funded with federal, state and local funds, as well as passenger farebox revenue. PVTA is required to comply with the provisions of the Americans with

Disabilities Act (ADA) as well as all federal and state laws, regulations and statues. A guiding principle of PVTA is to continually improve the quality of its operations while providing accessible, safe, reliable, cost-effective service to citizens of the Pioneer Valley.

PVTA is seeking qualified firms to provide on-call construction management services in support of the physical improvements needed to its:

• Fixed-route bus and paratransit O&M facilities,

• Intermodal passenger facilities,

• Administrative offices

• Parking lots, and

• bus stops.

The contract term of the resulting consultant agreement will be 5 years. Work orders will be issued at PVTA’s discretion against the Agreement at any time during the 5-year term. PVTA will negotiate with the successful respondent(s) specific work and fee proposals for individual work orders issued by PVTA through the 5-year term - based on advanced PVTA-approved hourly labor rates by position including profit, and audited overhead rates. It is anticipated that on-call construction projects will typically range in size from approximately $300,000 to $5 Million but smaller and larger projects are possible. In the past 10 years, PVTA has implemented only a few construction projects in the $10 Million to $50 Million range.

A summary of the specific on-call construction management tasks and activities anticipated under this Agreement are set forth in the Scope of Services and supporting documents attached hereto and made a part hereof.

1.2 DUE DATE

Sealed hardcopy proposals for the work described herein are due by 2:00 PM EST, November

18, 2026, at the PVTA Administration Office, 2808 Main Street, Springfield, MA 01107.

PROPOSERS ARE REQUIRED TO SUBMIT A PROPOSAL INCLUDING ALL FORMS

CONTAINED IN THIS PACKAGE.

Late submissions will not be accepted. It is the responsibility of any entity responding to this RFQ to ensure that its Proposal is delivered to PVTA by the deadline. Delivery by facsimile or email will not be accepted.

1.3 QUESTIONS/REQUESTS FOR CLARIFICATION

The deadline for written questions and requests for clarification regarding the RFQ or RFQ process is 5:00 PM on November 11, 2026. All questions or requests for clarifications must be submitted in writing via email to Wesley Brown at wbrown@pvta.com Communication by any Proposer with any agent, employee or consultant of PVTA or PVTA relative to this RFQ or the pending process, other than as established herein, may in the sole judgment of the Authority, result in the

Proposer being disqualified.

PVTA reserves the right, at any time, to issue addenda to this RFQ or adjust its project schedule if it is deemed in PVTA’s best interest to do so.

1.4 ACCEPTANCE PERIOD

The PVTA requires an Acceptance Period of ninety (90) calendar days. “Acceptance Period” for purposes of this solicitation means the number of calendar days available to the PVTA for awarding a contract based on the Due Date specified in this solicitation for receipt of proposals.

1.5 PROCUREMENT SCHEDULE

10/21/26 Publicly Advertise the RFQ

11/11/26 @ 5:00 PM Deadline for Written Questions/Requests for Clarifications

11/18/26 @ 2:00 PM Deadline for Submission of Proposals

12/9/26 Selection Comm. Eval., Recommendation & Award (Projected)

1/1/27 Contract Notice-to-Proceed (Projected)

1.6 RESERVATION OF PVTA’S RIGHTS

The PVTA reserves the right to do the following at any time and for its own convenience, at its sole discretion, to the fullest extent permitted by and subject to law, in addition to and not in limitation of all other reservations of rights in this RFQ and those listed in Exhibit G.

• The PVTA reserves the unqualified right, in its sole and absolute discretion, to undertake discussions with one or more Respondents or any third party, to waive any irregularities, to waive defects or noncompliance in the filing or contents of any

Proposal, and to proceed with that Proposal, or elements of one or more Proposals, if any, which in its sole judgment will, under the circumstances, best serve PVTA’s interest.

• The PVTA reserves the unqualified right, in its sole and absolute discretion, to reject any and all Proposals or to suspend or abandon this RFQ process at any time, with no recourse for any Respondent.

• The information contained in this RFQ and in any subsequent addenda or related documents are provided as general information only. The PVTA makes no representations, warranties, or guarantees that the information contained herein is accurate or complete. The furnishing of such information by PVTA shall not create or be deemed to create any obligation or liability upon it for any reasons whatsoever, and each recipient of the RFQ, by submitting a Proposal to PVTA, expressly agrees mailto:wbrown@pvta.com that it has not relied upon the foregoing information that it will verify, to its own satisfaction, the completeness and accurateness of any and all such information, and that it shall not hold PVTA, or any third party who advised or prepared a report for

PVTA, liable or responsible therefore in any manner whatsoever.

• The PVTA reserves the right, in its sole discretion, to develop the project on any schedule and use any chosen approach.

• The PVTA may consult individuals familiar with each Respondent regarding the

Respondent’s prior operations and development or management projects, financial plan, past performance, experience and qualifications, or other matters, whether or not the specific individuals are identified in the RFQ response. Submission of a Proposal in response to this RFQ shall constitute permission for PVTA to make such inquiries, and authorization to third parties to respond thereto.

• The individual responses to this RFQ, including all drawings, plans, photos and narrative material shall become the property of PVTA upon their receipt thereof.

• Neither the members of PVTA nor any individual member, nor any officer, agent, or employee thereof shall be charged personally by a Respondent or any third party with any liability or held liable to it under either any term or provision of this RFQ nor any statement made herein.

• The PVTA reserves the unqualified right, in its sole and absolute discretion, to disqualify any team, firm, or individual from any phase or component of the selection process or this development opportunity, due to felonious or other criminal record in any jurisdiction (domestic or foreign); a determination by PVTA that the

Respondent has failed to disclose any matter that materially relates to fitness or ability of the Respondent to perform the work and services associated with this development opportunity, or a conflict of interest; or a determination that such disqualification would serve the public interest; or if Respondent has ever been debarred or disqualified by any governmental body or agency from public contracting or procurement.

• The PVTA reserves the unqualified right to: (1) disqualify any prospective Respondent or reject any response at any time solely on the grounds that a real or perceived legal or policy conflict or interest is presented; (2) require any prospective Respondent to take any action or supply any information necessary to remove the conflict, including without limitation, obtaining an opinion from the State Ethics Commission; or (3) terminate any contract arising out of this RFQ if, in the opinion of PVTA, any such relationship would constitute or have the potential to create a real or perceived conflict of interest.

• The PVTA reserves the unqualified right, in its sole and absolute discretion, to reject any subcontractor or individual working on a consultant team and to replace the subconsultant or individual with a mutually acceptable replacement.

• The PVTA reserves the unqualified right, in its sole and absolute discretion, to retain more than one architectural / engineering / environmental firm and assign work based on needs of a particular project and the experience and qualifications of the firm.

2.0 INSTRUCTIONS TO PROPOSERS

2.1 SCOPE OF PROPOSAL

Pursuant to this Request for Qualifications (“RFQ”), Proposers are required to comply with the terms and conditions stated herein to be deemed responsive and responsible. Proposers must address all terms, conditions, and concerns listed in this RFQ and describe how it plans to complete the work effort such that the Authority’s requirements are fully met. If a proposal does not meet all the requirements listed in the RFQ, the Proposer’s proposal may be deemed non-responsive.

Failure by the Proposer to examine all information pertaining to this solicitation or participate in an on-site visit, if scheduled by the Authority, will be at the Proposer’s risk.

2.2 CHANGES TO THE RFQ VIA ADDENDA

Should PVTA make changes to any specification, stipulation, requirement, or procedure, notification will be made to all Proposers in the form of written Addenda. No officer, agent, or employee of PVTA is authorized to amend any provision contained in this RFQ, including the specifications, unless such amendment is issued as an Addendum and sent to all Proposer in accordance with this section.

2.3 EXTENSION OF PROPOSAL DUE DATE

Requests for an extension of the proposal Due Date must be submitted in writing to the attention of the Procurement Officer no later than five (5) business days prior to the Due Date. The PVTA reserves the right to determine whether an extension is justified. All Proposers will be notified in writing of any extension granted.

2.4 ACKNOWLEDGEMENT AND POSTING OF ADDENDA

Proposers shall acknowledge written Addenda by signing and returning the Addenda acknowledgment section attached in Exhibit A: Prospective Proposer Fact Sheet and General

Information Form of this RFQ with the Proposer’s Non-Price Proposal. The Proposer is responsible for verifying the number of Addenda issued. If this RFQ is modified by an amendment, then all terms and conditions that are not modified remain unchanged.

2.5 SUBMISSION REQUIREMENTS

All information requested shall be provided according to the following instructions in order to be considered a responsive Proposal. Separate Non-Price and Cost Proposals shall be typed; concise, but comprehensive. They should clearly state on the front of the package whether they are the Non-

Price Proposal or the Cost Proposal; include the RFQ Name (“PVTA On-call Construction

Management Services”) and RFQ Number (#27-001) as well as the name and address of the proposing firm. Each submission shall include a cover letter showing the Proposer’s firm name, post office address, telephone/fax number as well as signature’s name, title, telephone number and email address. All pages in the proposal must be numbered and signatures in ink.

2.5.1 Number of Submitted Proposals

Proposers shall submit four (4) bound copies of the Non-Price Proposal and one (1) separate, sealed copy of the Cost Proposal. Proposers shall submit an electronic copy of the Non-Price and Cost

Proposal if requested by PVTA.

2.5.2 Separate Cost/Pricing Information – Cost and pricing information must only be presented in the Cost Proposal. Non-compliance with this requirement will result in the Proposal being deemed non-responsive.

2.5.3 Non-Price Proposal

All non-price proposals must include the following sections listed below and must address the requirements of each individual section, for a proposal to be accepted for evaluation.

1. Cover Letter

2. Firm Background

3. Relevant Experience/References

4. Key Personnel

5. Approach to Accomplishing the Scope of Services

6. Designation of Sub-consultants

7. Executed Forms, Certifications, and Statements

1. Cover Letter. The cover letter shall:

a. Identify the RFQ number and proposal component and introduce the proposing firm(s) and its experience and capabilities to perform the required services.

b. Identify all subconsultants and individuals proposed for use in the performance of the required services and the firm office(s) they will work from.

c. Identify the individual within the proposing organization who will respond to questions

PVTA may have regarding the Technical/Non-Price Proposal. The

d. person’s title, firm affiliation, phone number, e-mail address and mailing address shall be included.

e. State whether the Proposer has adequate resources to meet PVTA’s anticipated on-call engineering needs in a timely manner.

f. Be signed and dated by an authorized person of the firm submitting the proposal.

g. Confirm the Price Proposal, included as part of this RFQ, is a firm offer to PVTA for

90 days from the submission deadline for the proposals.

h. Include a listing indicating the Addendum (if any), by number of issue, which the

Proposer has received, read and acknowledged.

2. Firm Background. Proposer shall provide, at a minimum, the following information about the prime consultant, and any subconsultant firm or individuals on the team:

a. Prime firm/subcontracted firm/individual name and business addresses, contact(s), including phone number, and e-mail address.

b. Year each firm/practice was established (including names and years established if applicable).

c. Firm type/ownership and parent company if applicable

d. Location of office from which work will be provided.

3. Firm’s Relevant Experience/References.

Proposer shall provide a description of relevant prior project experience that demonstrates the Proposer’s capabilities to perform the required type of on-call scope of services. This prior project experience shall be limited to a total of five (5) project assignments (the same project may be cited for different assignments if appropriate). No assignment shall have started before 2020. The Proposer shall provide, in tabular form, a summary of this relevant prior project experience with references. The Proposer shall include a description of each relevant prior (small, medium and/or large) project assignments and a reference for each project. Owner’s Project Management (OPM) experience for any referenced larger size project should be referenced. Construction management experience with facility renovation projects in MA (Chapter 149 bidding), public works/flatwork in MA (Chapter

30 & 39 public works bidding) or public transit improvement projects in MA should be so referenced – with contact information for agency references included.

The Proposer shall list any projects, which have resulted in time extensions and/or the assessment of liquidated damages against any member of the project team during the last five (5) years.

4. Key Personnel.

The Proposer shall identify two (2) nominated onsite Senior Construction/Project

Manager(s), two (2) Clerk of Works/Construction Field Representative(s), and a Cost

Estimator/Scheduler for assignment to PVTA 2027 construction projects and include the office location they will work from. The Proposer shall submit resumes and a summary of the relevant experience for each of these individuals with respect to the categories of services within the Scope of Services. The Proposer shall cite and provide copies of any relevant construction licensures or certifications for these individuals. The Proposer is encouraged to provide a narrative of its staffing depth with respect to these three positions.

5. Approach to Accomplishing the Scope of Services.

Proposers shall describe their approach to accomplishing construction project management for governmental agencies in Massachusetts and more specifically, the Scope of Services requested. This section should reflect the Proposer’s knowledge and experience with the successful management of small, medium, and large size construction projects.

Describe any strategic management approaches that have been used on past construction projects that will be advantageous and cost effective to PVTA during performance under future Work Orders.

6. Designation of Sub-consultants.

Proposers must describe whether they intend to subcontract out any of the services required under this contract. Proposers must summarize the work to be subcontracted and should identify the subcontracted firms and personnel to be assigned to PVTA projects to the extent possible.

7. Submission Forms, Certifications and Statements.

Proposers responding to this RFQ must fully complete, sign, and submit with the Non-

Price Proposal all Forms, Certifications, Statements listed in Section 2.5.5 below.

2.5.4 Cost Proposal (in separate sealed envelope)

Proposers are directed to submit their Cost Proposal in a separate, sealed envelope and labeled and in a manner defined above. Cost Proposals must include and address the sections listed below, for a proposal to be accepted for evaluation.

1. Cover Letter

2. Consultant’s Direct Labor Rates for positions requested in RFQ

3. Consultant’s Indirect Cost Rates (overhead).

4. Proposed Profit Rate

1. Cover Letter – The cover letter shall identify the Request for Qualifications (RFQ) number, proposal component & summary of contents, and shall identify the proposing organization.

2. Consultant’s Direct Labor Costs – Proposers shall include hourly salaries for the Senior

Construction Project Manager(s), Clerk of Works/Construction Field Representative(s), and Cost Estimator/Scheduler positions for the first contract year. The salaries shall be exclusive of any burden or mark-ups. Proposers shall provide the same data for any proposed subconsultants.

3. Consultant’s/Subconsultant’s Audited Overhead Rates – Proposer shall submit both the consultant’s and any subconsultant’s current audited overhead rate/multiplier, which will be used for proposals submitted in response to Work Orders under the first year of the contract.

4. Consultant/Subconsultant Profit/Mark-up – Proposer shall submit the consultant’s and any subconsultant’s profit mark-up for proposals submitted in response to Work Orders requested over the entire 5-year term. Any mark-up rate for management of any subconsultant work must also be noted here.

Please note: Fixed-fee pricing for each PVTA-issued Work Order will be negotiated based on the successful respondent’s quoted salaries, audited overhead rates and profit/mark-up percentages in the Cost Proposal (for the first year) along with eligible expenses incurred. For the second, and all subsequent years of the Agreement term, increases in direct hourly salary rates shall be limited to 4%; and overhead rates shall be based on the audited overhead rates for the given year that the consultant will be required to submit each year.

2.5.5 Submission Forms, Certifications and Statements

Proposers responding to this RFQ must fully complete, sign, and submit with the Non-Price

Proposal the Forms, Certifications, Statements listed in this Section as well as any requested supplemental documentation required in the Forms, Certifications and Statements listed and attached with this RFQ. Proposers shall not: (1) leave any section of a form blank; (2) mark any section of a form not applicable (N/A); (3) refer to other non-provided documents; or (4) make any response conditional.

EXHIBIT A – Proposer Fact Sheet and General Information Form

EXHIBIT B – Certificate of Authority

EXHIBIT C – Certification of Eligibility

EXHIBIT D – Certification of Non-Collusion

EXHIBIT E – Certification of Tax Compliance

EXHIBIT F – Public Contractor Debarment Certification

2.6 LATE SUBMISSIONS, MODIFICATIONS AND WITHDRAWALS OF OFFERS

2.6.1 Late Submission

Any offer received by PVTA Procurement after the exact time specified for receipt as designated in Section 1.2 (Due Date) will not be considered unless the package was received prior to award by a method authorized by the PVTA and the late receipt was due solely to the mishandling of the package by PVTA after receipt; or it is the only offer received by PVTA.

2.6.2 Withdrawal of an Offer

Proposals may be withdrawn by written notice to PVTA or in person by the Proposer or an authorized representative of the Proposer at any time before award.

3.0 CONSULTANT SELECTION PROCESS

3.1 QUALIFICATIONS-BASED SELECTION (QBS)

PVTA utilizes QBS for procuring architectural and engineering designer services related to construction.

3.1.1 Selection Committee/Ranking of Non-Price Proposals

A Selection Committee (‘SC’) approved by the PVTA Administrator, while maintaining strict confidentiality, will review the Non-Price Proposals to determine if the submissions are compliant with the technical and contractual requirements stipulated in this RFQ. The SC will review, evaluate and rank all responsive Non-Price Proposals based on established evaluation criteria and weightings listed in Section 4.3 (Evaluation Criteria). The SC may invite some or all Proposers to submit additional material to clarify or support their Non-Price Proposals, and may at its sole discretion, conduct interviews with all Proposers or with short-listed Proposer’s only.

3.1.2 Cost/Fee Negotiations with Top-Rated Firms

The Cost Proposal of (only) the top-rated firms will then be opened and evaluated by the PVTA

Procurement Officer and/or CFO. Based on the cost evaluation, the Procurement Officer may either: (1) recommend award of the contracts immediately to the PVTA Administrator; or (2) initiate negotiations with the top-rated firms. If the top-rated firms are invited into negotiations but acceptable hourly rates, audited overhead rates, profit rates and subconsultant mark-up rates cannot be attained to PVTA’s satisfaction, then PVTA will terminate negotiations with the top- rated firms, open the Cost Proposal of the next highest rated firm(s) and begin negotiations with them.

If the previously listed cost rates acceptable to PVTA cannot be negotiated with the next highest rated firm(s) then PVTA will terminate negotiations with them and again move to the next highest-rated firm, and so on, until firm agreements are reached, and approval is received from the PVTA

Administrator.

3.2 CONTRACT AWARD

When the Procurement Officer determines that awards can be made that is judged by PVTA to be in its best interest, a recommendation is made to the PVTA Administrator to proceed with making the awards. The Contracting Officer prepares a request for approval by the Administrator that contains the Evaluation Committee’s documentation supporting the final recommendation.

Following receipt of the Administrator’s approval, all Proposers will be advised, in writing, of

PVTA's final decision. The Contract will then be executed between PVTA and the selected

Proposer(s). Upon execution of the Contract, a formal Notice to Proceed will be issued to the

Contractor.

4.0 EVALUATION OF NON-PRICE PROPOSALS

4.1 MINIMUM QUALIFICATIONS OF PROPOSERS

Prospective Proposers must meet the following minimum qualifications to be considered for selection:

4.1.1 Staffing Experience - The firm/team must nominate two (2) specific individual Senior

Construction/Project Managers, two (2) specific on-site Clerk of Works/Construction Field

Representatives, and a Cost Estimator/Scheduler to the project. Each staff assigned to these three

(3) positions must have a minimum of ten (10) years of professional experience within their position titles on large-size commercial construction projects. on similar facility projects. If a current license and registration by the Commonwealth of Massachusetts as either an Architect or

Professional Engineer is held by any of these positions, then the minimum 10-year threshold described above will be reduced to seven (7) years.

4.2 QUALIFICATIONS COMPLIANCE DETERMINATION - PVTA is the sole judge in determining compliance with qualifications standards.

4.3 EVALUATION CRITERIA

The Non-Price Proposals, including qualifications, experience, and scope of work/approach shall be evaluated based upon the following criteria and possible 100-point total:

4.3.1 Overall Quality and Responsiveness of Proposal (10 Points)

This evaluation criteria considers how well-written and concise, how organized and responsive, and how well the Proposal demonstrates an understanding of the RFQ and project requirements.

4.3.2 Firm/Team Qualifications (30 Points)

This evaluation criteria considers the experience, capacity and ability of the Firm/Team to satisfactorily accomplish all the required Services. This review shall also be based on the successful performance and examples of previous construction projects cited that may include past

PVTA projects or projects that are similar in size (small/medium), scope and complexity to PVTA projects with an emphasis on public transit/FTA funded projects and on-call construction management services for other governmental agencies – particularly in Massachusetts.

4.3.3 Nominated Staff Qualifications (40 Points)

This evaluation criteria considers the qualifications and technical competence of the respondent’s nominated staff for the three key positions previously listed and nominated/assigned to PVTA projects. Prior experience of the Applicant’s key staff or subconsultant staff assigned to the project for work on similar facility design projects will be considered. Demonstrated knowledge and experience of M.G.L. Chapter 30, 39, 149, and 149A relating to public construction projects and transit facility design projects will be considered. Professional references will also be evaluated/considered. The depth of the respondents’ staffing for the three key positions - beyond the key staff nominated - will be considered.

4.3.4 Approach and Capacity (20 Points)

This evaluation criteria rates the overall quality of the Proposer’s approach to the requested construction management services including project management, client communications and location of key staff to respond in a timely matter to on-call engineering requests. Capacity will also be evaluated based on the identified professional disciplines/positions and assessed capacity to provide personnel as needed – including on small projects providing just the Clerk of

Works/Construction Field Representative without a Senior Construction/Project Manager; or just the Senior Construction/Project Manager when PVTA already has in-house field supervision; or just the Cost Estimator/Scheduler.

5.0 STANDARD TERMS AND CONDITIONS

5.1 PUBLIC RECORDS

All information appearing within the proposal is subject to public inspection and shall be deemed a public record under the Massachusetts Public Records Law.

5.2 INVOICING

The PVTA will only pay by original invoice. The PVTA will not authorize and does not participate in funding payments to a contractor prior to the incurrence of costs. Progress payments may be authorized provided the following requirements are followed:

• Progress payments are only made to the contractor for costs incurred in the performance of the contract;

• When progress payments are used, the PVTA must obtain title to property

(materials, equipment, etc.) for which progress payments are made

5.3 CONTROLLING LAW

The Contract shall be governed and construed in accordance with the laws of the Commonwealth of Massachusetts and proper venue for legal action regarding the Contract shall be in state court in Hampden County.

5.4 TAXES, CHARGES, AND EXTRAS

The PVTA is exempt from all federal excise taxes, tax on transportation and Massachusetts’s sales tax. Price(s) negotiated with PVTA shall not include said taxes. Upon request PVTA will furnish the Contractor with a tax exemption certificate. No charge for delivery, drayage, express, parcel post, packing, cartage, insurance, license fees, permits, cost of bonds, or for any other purpose will be paid by PVTA unless expressly negotiated with the successful offeror.

5.5 AWARD

The successful offeror shall enter into an agreement in a contract form provided by PVTA. The

PVTA will not execute the agreement without the Agreement first being signed by the firm’s principal and receipt of the satisfactory evidence of insurance, which may include copies of relevant insurance policies and endorsement pages. All work to be performed by the selected firm will commence following a Notice to Proceed issued by PVTA. The selected firm will not perform any services unless authorized by a duly executed Notice to Proceed. Any unauthorized services performed by the selected firm will be at no cost to PVTA.

5.6 INSURANCE REQUIREMENTS

By signing its proposal, Respondent acknowledges that it has read and understands the insurance requirement for this proposal set forth in Exhibit H. Respondent also understands that the evidence of required insurance, naming PVTA as an additional insured, must be submitted upon contract signing; otherwise, PVTA may rescind its acceptance of the Respondents proposal.

5.7 LIMITATION ON FUNDING

The Contract for services resulting from this RFQ will be subject to the contract between PVTA and the availability of on-going funds from PVTA’s funding sources. The Contract for this service is contingent upon receipt of these funds by PVTA. If funding from these sources is eliminated or decreased, PVTA reserves the right to terminate the Contract or modify it accordingly.

5.8 PROTEST PROCEDURES

The PVTA’s Protest Procedures are attached in Exhibit I.

5.9 FEDERALLY REQUIRED CONTRACT CLAUSES

By submitting a proposal, Respondent acknowledges that it has read and understands the Federally

Required Contract Clauses outlined in Exhibit J. Respondent also acknowledges that the Federally

Required Contract Clauses will remain part of the contract for this work.

6.0 SCOPE OF SERVICES

6.1 GENERAL SERVICES BY KEY STAFF POSITION

Consultant shall provide on-call construction management services to support various construction projects of the PVTA on its Bus and Paratransit Operating and Maintenance Facilities, Administrative Office Building, and Intermodal Passenger Facilities. PVTA’s buildings are in

Springfield, Northampton, Amherst (UMass Campus), Holyoke, and Westfield. The Work under the Agreement will be established as needed through individual Work Order assignments.

The Consultant shall function with overall guidance from PVTA but will manage and control the day-to-day Work Order activities and deliverables.

Professional services to be provided by the Consultant under Agreement on individual Work

Orders may require, at PVTA’s discretion, one, a combination of, or all three professional staff positions listed in this RFQ. The following general tasks and activities by staff position may include:

Clerk of Works/Construction Field Representative

1. During the active construction phase, visit the jobsite daily as may be reasonably necessary to observe the work being performed and determine if it is progressing in terms of quality and schedule in conformance with the Contract Documents.

2. Notify Project Manager/Architect and PVTA Manager of Capital Projects and/or OPM immediately if work does not conform with contract documents, requires special inspection or testing, or results in safety concerns.

3. Monitor the contractor’s progress as it relates to construction schedule and alert the

Project Designer/Engineer and PVTA Manager of Capital Projects and/or OPM to conditions that may lead to delays in completion of the work.

4. Maintain job-site files, documents/reports and a daily log with photographs as directed/needed; keep records of construction work performed, workforce on-site, materials, supplies and delays and their causes; provide periodic updates to PVTA

Manager of Capital Projects and/or OPM.

5. Coordinate owner-required material testing work, if any, through third-party vendor.

6. Verify unit-based pricing work, time-and-materials work, material quantity shipping/ receiving slips, daily manpower as appropriate.

7. Attend weekly construction coordination and other meetings as directed by PVTA

Manager of Capital Projects and/or OPM.

8. Observe and record compliance with approved change orders.

9. Review and coordinate as necessary applications for payments with recommendations.

10. In cooperation with the Project Designer/Engineer, review interim and final punch lists and associated contractor work.

11. Coordinate any staff training and training manuals transfer to PVTA.

12. Coordinate and verify that PVTA has received all contract-required close-out documentation.

13. Collect, review, confirm and keep on file on PVTA’s behalf project records including

Certified Payrolls in conformance with specifications/regulations. Ensure receipt of all contract required project close-out documentation. These are prevailing wage jobs.

14. Field verify and document sub-contractor(s) work and that timely GC payments to subcontractors are occurring.

15. Other duties as necessary as customarily performed by Clerk of Works positions on public construction projects in Massachusetts.

Senior Construction/Project Manager

Should PVTA require an Owner’s Project Manager (OPM) for a specific work order/project, a qualified Senior Construction/Project Manager shall be designated as the OPM for the project to provide all services required by Massachusetts General Laws Chapter 149, Section 44A 1/2 to include management activities needed to complete the project in a timely and cost-effective manner while ensuring construction is delivered at the highest possible standard.

In general, the OPM duties shall include but not be limited to providing advice and consultation with respect to design, value engineering, constructability review, scope of work development/refinement, and cost estimating oversight; general contractor and subcontractor prequalification; issuance of RFQs/RFPs as necessary, scheduling, construction, quality assurance, environmental compliance, safety compliance, site logistics/planning, site materials testing and inspections, commissioning, communication/ coordination, and the selection and negotiation with, and oversight of, a designer and general contractor; review of submittals, RFIs, change orders, directives; and ensuring the preparation of time schedules, and assisting in project evaluations. PVTA may also assign work to this position even when the project does not require an OPM by statute.

Construction Cost Estimator/Scheduler

Should PVTA request it for a specific work order/project, a project cost estimator shall provide project controls expertise including construction cost estimates at all requested phases of design;

provide independent cost estimates or evaluation of proposed change orders, participate in feasibility/cost studies, life cycle costing, RFP/RFQ development, bid reviews, value engineering, constructability reviews, project scheduling preparation/review/risk mgt., and other construction cost estimator and scheduling functions as required.

6.2 2027-2028 ON-CALL WORK ORDERS ANTICIPATED

There are several small capital projects that PVTA anticipates assistance with throughout each year of the 5-year period. There will usually be multiple active construction projects going on simultaneously. It is anticipated that one or more Clerk of Works/Construction Field

Representatives should be able to handle two or more small projects simultaneously if requested.

PVTA has a part-time in-house Clerk of Works that it may choose to utilize on small-to-medium-size construction projects with or without the consultant contracted under this RFQ.

In the spring of 2027, PVTA anticipates needing on-call OPM/CM mgt. services for a $4Million to $5Million renovation of its Northampton Bus Maintenance Garage at 54 Industrial Drive to include renovation of the maintenance bays, parts room, bathrooms/lockers and related space.

PVTA also anticipates starting construction on a $1Million to 1.5Million project to remove and concrete cap its retired in-ground hydraulic bus lifts at its Paratransit Maintenance Facility at 2840

Main St., Springfield. Several smaller capital projects are also planned.

In 2028, PVTA anticipates needing on-call OPM/CM mgt. services for a $3Million to $5Million renovation of its UMass Transit Center Administrative Offices located at 185 Holdsworth Way in

Amherst, MA on the campus of the University of Massachusetts Amherst. PVTA also anticipates starting construction of a $1Million to $1.5Million HVAC Upgrade of its 2808 Main Street

Administrative Office Building in Springfield, MA. Several smaller capital projects are planned.

For future years of the 5-year contract, PVTA will be submitting grant funding requests to the

Federal Transit Administration (FTA) and MassDOT for small, medium, and large capital design and construction projects resulting from its 5-year capital planning process.

6.3 CONTRACT DELIVERABLES

Specific contract deliverables will be set forth in each individual Work Orders issued under

Agreement with the firm selected under this RFQ.

ATTACHED EXHIBITS:

EXHIBIT A, PROSPECTIVE PROPOSER FACT SHEET AND GENERAL

INFORMATION FORM

Name of Organization: _____________________________________________________

Telephone Number: _______________________________________________________

Years in Business: ________________________________________________________

Organization is (circle one):

Corporation Partnership Association

Joint Venture Sole Proprietorship Public Agency

Quasi-Public Agency Other: (Explain) ____________________________

1) Are you or your firm authorized to business in Massachusetts? Yes No

2) Are you or your firm a certified DBE? Yes No

3) Is this a local business? Yes No

4) This firm has been in continuous business under the present name for ____ years.

Organization’s Address: __________________________________________________________

Name, Title and Telephone Number of the Organization’s Authorized Representative:

Acknowledgment of received Addenda No(s): _____________

The undersigned, being cognizant of the pages, documents and attachments concerned herewith agrees to provide PVTA with the Services described in the Request for Qualifications dated

______________. The stated Proposal shall be firm for ninety (90) calendar days from the due date for this Proposal.

The Contractor hereby affirms that this Proposal is genuine, not a sham or collusive, and is not made in the interest of any person not therein named.

Authorized Signature _____________________________________________

Date ___________________________________________________________

EXHIBIT B, CERTIFICATE OF AUTHORITY

At a duly authorized meeting of the Board of Directors of

(Name of Corporation) held on ______________, 20__ it was VOTED that:

(Name) (Officer’s Title) of this corporation, be and he/she hereby is authorized to submit bids and proposals, execute contracts, deeds and bonds in the name and on behalf of said corporation, and affix its corporate seal hereto; and such execution of any contract, deed or obligation in this corporation's name on its behalf by said Officer under seal of the company, shall be valid and binding upon this corporation.

A True Copy:

ATTEST:

TITLE:

PLACE OF BUSINESS:

I hereby certify that I am the clerk of the that __________________________________ is the duly elected

______________________________ of

(Name) said corporation, and that the above vote has not been amended or rescinded and remains in full force and effect as of the date of this contract.

(Clerk)

CORPORATE SEAL:

EXHIBIT C, CERTIFICATION OF ELIGIBILITY TO BID OR PROPOSE

___________________________hereby certifies that it is not included on the

(Name of Proposer)

U.S. Comptroller General’s Debarred Bidders List.

Signature of Authorized Official:_____________________________________________

Firm:___________________________________________________________________

The Proposer further certifies to the best of its knowledge and belief that it and its principals

Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal department or agency.

Have not within a three (3) year period preceding the date of this Proposal, been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, state or local) transaction or contract under a public transaction, violation of Federal or state anti-trust statutes, or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making a false statement, or receiving stolen property.

Are not presently indicted for, or otherwise criminally or civilly charged by a governmental entity (Federal, state or local) with commission of, any of the offenses enumerated in Paragraph

B of this certification.

Have not within a three (3) year period preceding the date of this Proposal had any public transactions (Federal, state or local) terminated for cause or default.

Where the Proposer is unable to certify to any of the statements in this Certification, such

Proposer shall attach an explanation to this Proposal.

(Check One)

___________________ I DO CERTIFY __________________ I DO NOT CERTIFY

DATE: ____________________________

SIGNATURE: ___________________________________________________________

NAME & TITLE: ________________________________________________________

EXHIBIT D, CERTIFICATION OF NON-COLLUSION

The undersigned certifies under penalties of perjury that this Proposal has been made and submitted in good faith and without collusion or fraud with any other person. As used in this

Certification, the word “person” shall mean any natural person, business, partnership, corporation, union committee, club, or other organization, entity or group of individuals.

SIGNATURE: ______________________________________________________________

NAME: ____________________________________________________________________

FIRM: ____________________________________________________________________

DATE: ____________________________________________________________________

EXHIBIT E, CERTIFICATE OF TAX COMPLIANCE

Pursuant to Chapter 62C of the Massachusetts General Laws, Section 49A (b), I, ______________________, authorized signatory for ____________________, do hereby certify under the pains and penalties of perjury that said Contractor has complied with all laws of the

Commonwealth of Massachusetts relating to taxes, reporting of employees and contractors, and withholding and remitting child support.

Signature

Name: ____________________________

Title: ____________________________

Tax Identification Number

EXHIBIT F, PUBLIC CONTRACTOR DEBARMENT CERTIFICATION

The undersigned certifies under penalty of perjury that the said undersigned is not presently debarred from the award of any contract for public (local state or federal) work in the

Commonwealth of Massachusetts under provisions of G.L. c. 29, §29F, G.L. c. 149, §44C or

G.L. c. 7, §38D, or any other applicable state or federal debarment provision ant statute, rule or regulation.

Company Name: ______________________________________________________

Signature: ___________________________________________________________

Authorized Signatory Name: ____________________________________________

Date: _______________________________________________________________

EXHIBIT G, PVTA’S PRESERVATION OF RIGHTS AND DISCLAIMERS

Notwithstanding anything to the contrary in this RFQ, and in addition to and not in limitation of the other provisions of the RFQ, PVTA reserves the following rights and makes the following disclaimers:

The PVTA is requesting responses to this RFQ pursuant to its determination that such a process best serves the interests of PVTA and the general public, and not because of any legal requirement to do so.

The PVTA shall not be responsible in any manner for any costs associated with responses to this

RFQ.

The PVTA reserves the unqualified right, in its sole and absolute discretion, to undertake discussions with one or more Proposer or any third party, to waive any irregularities, to waive defects or non-compliance in the filing or contents of any Proposal, and to proceed with that

Proposal, or elements of one or more Proposals, if any, which in its sole judgment shall, under the circumstances, best serve PVTA’s interest.

The PVTA reserves the unqualified right to amend the terms of this RFQ at any time, and to solicit and accept modifications to any Proposal at any time when it is in the best interest of

PVTA to do so.

The PVTA reserves the unqualified right, in its sole and absolute discretion, to choose or reject any Proposal received in response to this RFQ, either on the basis of an evaluation of the factors listed in this RFQ or for other reasons, whether or not any Proposal offers the highest monetary compensation to PVTA or any other public entity.

The PVTA reserves the unqualified right, in its sole and absolute discretion, to reject any and all

Proposals or to suspend or abandon this RFQ process at any time, with no recourse for any

Proposer.

The information contained in this RFQ and in any subsequent addenda or related documents is provided as general information only. The furnishing of such information by PVTA shall not create or be deemed to create any obligation or liability upon it for any reasons whatsoever, and each recipient of the RFQ, by submitting a Proposal to PVTA, expressly agrees that it has not relied upon the foregoing information, and that it shall not hold PVTA, or any third…