Task Order Service Agreement (TOSA).pdf

Page 1 of 5 pages Revised July, 2019

REQUEST FOR PROPOSAL

FOR

TASK ORDER SERVICE AGREEMENT (TOSA)

PW-SM202609

California State University San Marcos 333 S Twin Oaks Valley Rd, San Marcos, CA 92096

1.0 INTRODUCTION

The State of California, acting through the Board of Trustees of the California State University (“Trustees”), on behalf of California State University San Marcos (“University” or “CSUSM”), is requesting Statements of Qualifications (“SOQ”) from interested and qualified professional service providers (“Respondents”) to provide professional services on an as-needed, task-order basis in support of University capital projects, minor capital projects, deferred maintenance, Job Order Contract (“JOC”) projects, and other eligible University projects.

The purpose of this RFP is to establish a Task Order Service Agreement (“TOSA”) with qualified service provider(s) capable of responding to individual University needs through separately authorized Task Orders.

The TOSA is intended to provide the University with access to qualified professional resources for assignments that may vary in scope, complexity, discipline, duration, and project delivery method.

The specific professional services anticipated under this RFP will be identified by the University in the final solicitation documents and/or applicable Task Orders. Respondents should demonstrate broad qualifications, relevant experience, technical capability, project management capacity, and the ability to assemble appropriate personnel and resources for individual assignments.

Selection for a TOSA does not guarantee the issuance of any Task Order, minimum volume of work, minimum compensation, or exclusivity. No work shall be performed without an authorized Task Order or other written authorization executed in accordance with the TOSA and applicable CSU requirements.

2.0 DESCRIPTION OF TOSA

2.1 Description

a) The Trustees’ TOSA has an initial two-year (2) term, with two (2) additional two-year extension that may be authorized via amendment prior to expiration.

b) Agreement value up to $2,000,000 maximum with each task order limited:

1. $600,000 maximum for services that support “infrastructure improvement” or “Deferred

Maintenance” or

2. $400,000 maximum for all other services.

c) There are services under this Contract subject to prevailing wage rate laws as detailed in the Contract General Conditions; the California Department of Industrial Relations will be monitoring the projects under this Contract for payment of prevailing wage rates.

d) The Trustees shall not guarantee a minimum volume of Task (service) Orders to be awarded as part of the

TOSA.

e) The TOSA Contractor shall be properly licensed, registered, and authorized to provide the professional services specified under this Agreement in the State of California. All individuals providing services requiring professional licensure or registration shall maintain the appropriate and current California professional license or registration throughout the term of the Agreement. The TOSA Contractor and its proposed professional team, as applicable, shall meet all applicable prequalification requirements established by the CSU Capital Planning, Design and Construction Department and/or the Campus.

2.2 Task Orders

a) Individual Task Orders will be prepared by the University to define the specific work required for each assignment. Because a TOSA does not contain the comprehensive framework of deliverables found in a CSU A/E Agreement, the University will develop each Task Order to clearly define the scope, schedule, deliverables, fee, payment terms, and special conditions applicable to the assignment.

Request for Proposal Task Order Service Agreement CSU San Marcos PW-SM 202609

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b) Task Orders may be issued for a defined scope of professional services, a combination of professional services, or other eligible specialty services as identified by the University.

c) The University may request a written proposal, scope confirmation, schedule, fee proposal, staffing plan, or other information before issuing a Task Order.

d) Compensation may be established using lump-sum fees, hourly rates, unit rates, or another method permitted by the TOSA and applicable CSU requirements.

e) Additional services shall not be performed without written authorization in accordance with the TOSA and Task Order.

f) Each Task Order shall identify the authorized not-to-exceed amount and any applicable project-specific conditions.

3.0 SCOPE OF WORK – (REVIEW APPENDICES)

The TOSA is intended to support a broad range of professional services. The University intends to award one agreement for each of the professional services identified below. The scope of work applicable to each service is provided in the corresponding Appendices.

Respondents shall review the Scope of Work (Appendices) for each professional service for which they intend to submit a Statement of Qualifications (SOQ) and shall complete the corresponding Rate Sheet included in the applicable Appendix for each service for which an SOQ is submitted.

Appendix Service/Professional Service

1 Architectural & Engineering Services

2 Inspector of Record (IOR) & Special Inspection Services

3 Mechanical, Electrical, and Plumbing (MEP) Engineering

4 Material Testing & Inspection Services

5 Signage & Wayfinding Consulting Services

4.0 SELECTION PROCESS / REQUIREMENTS

4.1 Selection Process

The Trustees will select the Contractor using a one-step process—the Request for Proposal. During the selection process, the Trustees focus on selecting the most qualified firms by issuing this Request for Proposal (RFP), from which Respondents may submit Statements of Qualifications (SOQ) to the Trustees. The Trustees will appoint a selection committee to review and score the Respondents’ SOQ. The Trustees will notify the unsuccessful firms and will send the successful firms the notice of intent to award.

The Trustees’ selection committee will score the SOQs from the finalists, conduct interviews, and may conduct reference checks. The Trustees may award the TOSA to the highest scoring firm, or to multiple firms as specified in the RFP. The judgment of the Trustees in this selection process is not subject to appeal.

The Trustees reserve the right to reject any or all SOQs, cancel or modify this RFP, waive minor irregularities or informalities, request clarification or additional information, and/or terminate the solicitation process at any time prior to execution of a TOSA, to the extent permitted by applicable law and CSU policy. Respondents shall not be entitled to reimbursement or compensation for any costs incurred in preparing or submitting an SOQ, participating in interviews, or otherwise responding to this RFP.

5.0 SELECTION PROCESS SCHEDULE:

Schedule Activities Schedule RFP Advertised October 12, 2026 Deadline to submit RFP Questions via Planetbids October 22, 2026, by 2:00 PM RFP Addendum issued, if required via Planetbids October 29, 2026 Statements of Qualifications due via Planetbids November 17, 2026, by 2:00 PM Intent to Award Notices via Planetbids Approx. December 3, 2026

Task Order Service Agreement (TOSA)

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TOSA Execution Approx. December 21, 2026 This is a proposed schedule and is subject to change. Any changes to the RFP process will be communicated through PlanetBids and, when required, by addendum.

6.0 INSTRUCTIONS FOR SUBMITTING A STATEMENT OF QUALIFICATIONS

Respondents shall submit an SOQ electronically through Planetbids by the date and time identified in Section 5.0.

The SOQ shall be submitted in accordance with the following instructions:

a) Provide all information requested by this RFP.

b) Provide information as it pertains to your firm. When referencing projects that were joint ventures, indicate such and explain your firm’s role in the project.

c) The SOQ should be well organized and as concise and complete as possible while still providing the requested information.

d) Where contact information is requested, include the company name, address and a company representative’s name, phone number and e-mail address.

7.0 SOQ REQUIRED INFORMATION AND SCORING

The following criteria are intended to evaluate the Respondent’s overall ability to provide professional services under a TOSA. The final RFP may be adjusted to reflect the University’s specific procurement strategy and the applicable professional-service requirements.

Tab Required Information: Points

STATEMENT OF QUALIFICATIONS

1 Cover letter stating:

1) that your firm’s submittal is in response to this RFP;

2) that your firm agrees to enter into professional service agreement if selected; and

3) under penalty of perjury, that all information in the SOQ is accurate.

0 points

2 Organization Information:

1. Provide an organization chart identifying the proposed TOSA team, including the names, titles, roles, and responsibilities of key personnel who will be assigned to the Agreement and anticipated Task Orders.

2. Provide copies of all applicable professional licenses, registrations, certifications, and/or other authorizations required to perform the services proposed under this

TOSA.

10 points

3 Describe the Respondent’s demonstrated experience providing professional services for public-sector, higher-education, and/or CSU projects of similar size, scope, and complexity.

Provide at least three (3) representative projects located in California that were completed, or are substantially complete, within the past five (5) years. The projects should demonstrate the Respondent’s ability to provide services comparable to those anticipated under this TOSA.

For each project, provide:

A. A summary of the project, including key project information and the services performed;

B. A narrative describing the Respondent’s approach to providing the services, including, as applicable:

(1) Coordination and communication with the owner, University representatives, project stakeholders, and other consultants.

(2) Identification and resolution of technical, design, scheduling, cost, or constructability issues, as applicable.

(3) Cost estimating, budgeting, and/or cost control, as applicable to the services provided.

(4) Schedule development, monitoring, and adherence.

(5) Quality assurance and quality control procedures; and

(6) Coordination of multiple disciplines, consultants, contractors, and/or stakeholders, as applicable.

35 points

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C. Provide (3) three references and contact information for the project owner or owner’s representative, including name, title, telephone number, and email address.

4 Describe the Respondent’s experience selecting, managing, coordinating, and incorporating subconsultants and specialty consultants into professional service projects.

Describe the Respondent’s process for:

1. Selecting qualified subconsultants and specialty consultants;

2. Defining and coordinating scopes of work;

3. Managing subconsultant performance;

4. Coordinating deliverables and schedules;

5. Managing communication among the owner, Respondent, subconsultants, and other project participants; and

6. Maintaining accountability for the overall quality and timely completion of the services.

Provide representative project examples and owner reference information, as applicable.

35 points

5 Describe the Respondent’s unique qualifications, capabilities, specialized expertise, technical resources, and/or experience that demonstrate its ability to successfully perform the professional services anticipated under this TOSA.

Identify any specialized certifications, technical expertise, software, equipment, methodologies, or other resources that distinguish the Respondent's ability to perform the required services.

50 points

6 Describe the Respondent’s process for managing professional service costs and schedules and for ensuring that services are performed within the authorized Task Order scope, budget, and schedule.

Describe the Respondent’s procedures for:

1. Developing and monitoring budgets and fee expenditures;

2. Tracking Task Order scope and authorized services;

3. Identifying potential scope changes or additional services;

4. Communicating potential cost or schedule impacts to the University;

5. Monitoring deliverables and milestones; and

6. Ensuring timely completion of Task Order services.

50 points

7 Response to RFP was clear, concise and responsive. (No tab required) 20 points

RATE PROPOSAL

9 Complete rate sheet in appendix (one for each service you are bidding on)

Scored: Lowest evaluated price ÷ proposer’s evaluated price × maximum price points

50 points

TOTAL 250 points

8.0 QUESTIONS

All questions regarding this RFP for the TOSA selection process listed herein must be submitted on Planetbids and received no later than the due date indicated in the Selection Process Schedule. Questions received after the due date will not be considered. Responses to submitted questions will be provided via Addendum on Planetbids.

9.0 RIGHTS TO REJECT SOQS

a) The Trustees reserve the right, at their sole discretion, to reject all SOQs and to waive any non-material defects in any SOQs.

b) The Trustees reserve the right to cancel, modify, or reissue this RFP before agreement execution, subject to applicable law and CSU policy.

c) The Trustees may select one or multiple Respondents, as permitted by the final solicitation and applicable

CSU requirements.

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d) Selection does not guarantee any Task Order, minimum volume, minimum compensation, or exclusivity.

e) The University may obtain services through other procurement methods or from other qualified providers when permitted or required.

f) The Trustees may request clarification, additional information, interviews, presentations, or reference checks.

g) The University may verify information submitted by a Respondent through references, public records, licensing agencies, and other lawful sources.

h) No agreement is binding until executed by authorized University representatives and all required approvals have been obtained.

10. ANTICIPATED TOSA CONTRACT DOCUMENTS

1. CSU Task Order Service Agreement for Professional Services;

2. Rider A – General Provisions;

3. Rider B – Supplementary General Provisions / Scope, Term and Payment provisions, as applicable;

4. Exhibit A – Individual Task Order;

5. Exhibit B – Schedule of Task Lump Sum Fees, when applicable;

6. Exhibit C – Service Provider Hourly Rate Schedule, when applicable;

7. Exhibit D – Procedure Manual for CSU Capital Projects, when applicable to the assignment; and

8. Other University-approved exhibits or documents incorporated into an individual Task Order.

9. Appendix A – RFP Task Order Service Agreement PW-SM 202609

-End of Request for Proposal-