- Due Text
- Thursday, October 29, 2026 2:00pm
- Posted At
- Tue, Sep 29, 2026 9:00 AM
- Documents
- Professional_Services,_Testing,_Balancing,_and_Commissioning_Services_for_Various_Projects.pdf, A - LEGAL_NOTICE, B - CIQ, C - W9, D - Sample Agreement - Engineering Services
- Numeric Id
- 252003
- Description
- Collin County is soliciting information from qualified firms for Testing, Adjusting and Balancing (TAB) & Commissioning (Cx) that may be required an as-needed basis.
The firm will be selected based upon qualifications and firm’s ability to respond to services. Selected firm shall perform such services as set forth and described. Selected firm must have ability to respond to County’s need for TAB and Cx requirements without delay for purpose of maintaining integrity of project schedules. The County will evaluate firms that specialize in both processes but will also consider awarding two contracts if the most qualified for either process is demonstrated by different firms.
Background
Collin County, Texas, Testing, Adjusting, and Balancing (TAB) and Building Commissioning (Cx) are mandatory quality-control processes managed through the Collin County Construction and Projects department and governed by strict county construction standards and state energy codes. These procedures ensure that public works, commercial sites, and county-owned facilities operate efficiently and meet design intent.
Timeline
Release Project Date:
September 29, 2026
- Document Text
- 1. INTRODUCTION
1.1. SUMMARY
Collin County is soliciting information from qualified firms for Testing, Adjusting and Balancing (TAB) & Commissioning (Cx) that may be required an as-needed basis.
The firm will be selected based upon qualifications and firm’s ability to respond to services. Selected firm shall perform such services as set forth and described. Selected firm must have ability to respond to County’s need for TAB and Cx requirements without delay for purpose of maintaining integrity of project schedules. The County will evaluate firms that specialize in both processes but will also consider awarding two contracts if the most qualified for either process is demonstrated by different firms.
Any contract resulting from this solicitation will be in the form of the Owner’s Standard Professional Services Agreement.
SCOPE OF WORK INCLUDES all materials, labor, equipment and services to produce or be incorporated in such construction. The Contract will be a general contract to ensure HVAC systems are operating correctly and new or existing buildings are commissioned.
1.2. BACKGROUND
Collin County, Texas, Testing, Adjusting, and Balancing (TAB) and Building Commissioning (Cx) are mandatory quality-control processes managed through the Collin County Construction and Projects department and governed by strict county construction standards and state energy codes. These procedures ensure that public works, commercial sites, and county-owned facilities operate efficiently and meet design intent.
1.3. TIMELINE
Release Project Date: September 29, 2026
Question Submission Deadline: October 15, 2026, 2:00pm
Response Submission Deadline: October 29, 2026, 2:00pm
2. GENERAL INFORMATION & REQUIREMENT
2.1. PUBLIC INFORMATION
All information, documentation, and other materials submitted in response to this solicitation are considered non-confidential and/or non-proprietary and are subject to public disclosure under the Texas Public Information Act (Texas Government Code, Chapter 552.001, et seq.) after a contract is awarded. The Owner strictly complies with all statutes, court decisions, and opinions of the Texas Attorney General with respect to disclosure of RFQ information.
2.2. TYPE OF CONTRACT
Any contract resulting from this solicitation will be in the form of the Professional Services Agreement.
2.3. Term
Provide for a one (1) year term contract with four (4) annual renewals, commencing on upon award and final execution by all parties.
2.4. Transitional Period
Upon normal completion of this contract, not to include termination for default, and in the event that no new contract has been awarded by the original expiration date of the existing contract including any extension thereof, it shall be incumbent upon the Contractor to continue the contract under the same terms and conditions until a new contract can be completely operational. At no time shall this transition period extend more than ninety (90) days beyond the original expiration date of the existing contract and any extension thereof.
2.5. EVALUATION OF QUALIFICATIONS
The evaluation of the Qualifications shall be based on the requirements described in this RFQ and in compliance with Texas Government Code 2254. All properly submitted Qualifications will be reviewed, evaluated, and ranked by the Owner. Qualifications shall not include any information regarding respondent’s fees, pricing, or other compensation.
2.6. OWNER’S RESERVATION OF RIGHTS
The Owner may evaluate the Qualifications based on the anticipated completion of all or any portion of the Project. The Owner reserves the right to divide the Project into multiple parts, to reject any and all Qualifications and re-solicit for new Qualifications, or to reject any and all proposals and temporarily or permanently abandon the Project. Owner makes no representations, written or oral, that it will enter into any form of agreement with any respondent to this RFQ for any project and no such representation is intended or should be construed by the issuance of this RFQ.
2.7. NON-EXCLUSIVE AWARD
Any resulting contract awarded as a result of this RFQ will be non-exclusive. The County may, at its discretion, award contracts for specific projects or services to other vendors through separate competitive processes. The selected Offeror under this RFQ will not have an exclusive right to provide all services or projects related to the scope of this RFQ.
2.8. ACCEPTANCE OF EVALUATION METHODOLOGY
By submitting its Qualifications in response to this RFQ, the respondent accepts the evaluation process and acknowledges and accepts that the determination of the “most qualified” firm(s) will require subjective judgments by the Owner.
2.9. NO REIMBURSEMENT FOR COSTS
Respondent acknowledges and accepts that any costs incurred from the respondent’s participation in this RFQ shall be at the sole risk and responsibility of the respondent.
2.10. PREPARATION OF QUALIFICATIONS STATEMENT
Qualifications shall be prepared SIMPLY AND ECONOMICALLY, providing a straightforward, CONCISE description of the respondent's ability to meet the requirements of this RFQ. Emphasis shall be on the QUALITY, completeness, clarity of content, responsiveness to the requirements, and an understanding of Owner's needs.
2.11. CONDITIONAL CLAUSES
Qualifications that are qualified with conditional clauses, alterations, items not called for in the RFQ documents, or irregularities of any kind are subject to rejection by the Owner, at its option.
2.12. COMPLETION OF RESPONSE
Respondents shall carefully read the information contained in this RFQ and submit a complete response to all requirements and questions as directed. Incomplete qualifications will be considered non-responsive and subject to rejection.
2.13. FAILURE TO COMPLY
Failure to comply with all requirements contained in this Request for Qualifications may result in the rejection of the Qualifications.
3. SCOPE OF SERVICES
3.1. Scope of work
Collin County will need Testing, and Balancing services for HVAC systems to determine if the HVAC equipment is operating efficiently and Retro and New Construction Commissioning Services
The vendor shall be responsible for testing, adjusting, balancing and logging actual data on all air distribution and air moving equipment, pumps, heating and cooling equipment and the operating conditions on all motors, etc. as indicated in this specification.
3.1. Air Handling Units
Verify that the outside, return and relief air dampers are operational and move freely
Verify that filters are clean
Verify correct fan rotation
If belt driven, verify proper belt tension and that fan and motor sheaves are properly aligned
Verify that all AHU safeties are operational (firestat, freezestat, high static pressure, etc.)
If applicable, verify that unit volume control (static pressure) is operational. Set fan volume control device for 100% capacity (terminal boxes set at 100% capacity)
Verify correct size and rating of motor overload
Verify fan motor is not overloaded; amperage readings do not exceed motor nameplate rating
Determine total supply and return air. Air quantities to be determined by duct traverse if duct configuration permits and air velocity is 1000 feet per minute or greater
Balance air distribution system (see Terminal Boxes and Air Distribution Devices)
If air volume is less than design and motor capacity is available, adjust fan or fans to supply and return design CFM. If new sheave or sheaves and belts are required, data will be submitted to Contractor
If applicable, determine the required static pressure and submit the static pressure control set point to control contractor for setting
Test and adjust the minimum outside air and return air CFM relationship to design
Test and record entering and leaving air temperature of electric heating coil to verify design heating capacity, if applicable
Verify all temperature control devices are set and calibrated at design set point
3.2 Coil Units
Verify that filters are clean
Verify correct fan rotation
If belt driven, verify proper belt tension and that fan motor sheaves are properly aligned
Verify that all Fan Coil unit safeties are operational
Verify correct size and rating of motor overload protection
Verify fan motor is not overloaded; amperage readings do not exceed motor nameplate rating
Determine total supply air
If air volume is less than design and motor capacity is available, adjust fan to supply design CFM. If belt driven and new sheave or sheaves and belts are required, data will be submitted to Contractor
Balance air distribution system (see Air Distribution Devices).
Test and record entering and leaving air temperature of electric heating coil to verify design heating capacity, if applicable
Verify all temperature control devices are set and calibrated at design setpoint
3.3 Terminal Boxes
Determine sequence of operation from the specifications and verify that all control devices are installed and operational
Set primary air volumes (minimum and maximum) and adjust fan volume, if applicable
Balance air distribution system (see Air Distribution Devices)
Test capacity of heating devices, if applicable, by measuring entering and leaving air temperature of device
Test and verify box sequence operation to ensure specified control sequence
Check calibration of thermostat
3.4 Air Distribution Devices
Preset all volume dampers in the 100% open position
Determine and verify proper air pattern detection devices have been installed
Read out all air distribution devices serviced by their source (VAV Terminal, FPB Terminal, Fan Coil Unit, Constant Volume Air Handling Unit, Supply Fan, Exhaust Fan, etc.)
Balance all air distribution devices proportional to design CFM
Adjust source to design CFM
Verify that all air distribution devices are within plus or minus 10% of design
3.5 Supply/Exhaust/Smoke Fans
Verify correct fan rotation
If belt driven, verify proper belt tension and that the fan and motor are properly aligned.
Verify that all safeties and interlocks are operational
Verify correct size and rating of motor overload protection
Verify fan motor is not overloaded; amperage readings do not exceed nameplate rating
Determine total air. Air quantities to be determined by duct traverse if duct configuration permits and air velocity is 1000 fee per minute or greater
If air volume is less than design and motor capacity is available, adjust fan to design CFM. If new sheave or sheaves and belts are required, data will be submitted to Contractor
Balance air distribution system (see Air Distribution Devices)
3.6 Pumps
At the time the contractor removes the strainers, verify that they are clean and the proper type.
Verify correct pump rotation
Verify correct sizing of each motor overload protection
Verify pump motors are not overloaded; amperage readings do not exceed motor nameplate rating
Preset all manual valves at pumps and heat transfer devices to 100% open position
Set all automatic control valves to 100% flow position
Determine total GPM by measuring actual pumping head of pump and relate to manufacturer’s curves
Measure actual pressure drop at each heat transfer device and flow metering device, if applicable
Balance all heat transfer devices proportional to within 10% of design GPM by adjusting balancing valves
If GPM is above design and the mechanical specifications indicate the pump impellers are to be trimmed to provide design GMP, data will be furnished in order that the Contractor can trim the impeller or impellers. If not, discharge balancing valve at each pump will be adjusted as required to obtain design GPM as related to the manufacturer’s curves
Verify all interlocks and flow switches
Test and record entering and leaving air and water temperatures at all heat transfer devices
3.7 During the balancing process, all abnormalities or malfunctions of equipment or components discovered by the Testing, Adjusting, and Balancing personnel, will be reported in the interim test and balance report to the project Architect/Engineer, Owner and Contractor so that the condition can be corrected expediently.
3.8 The temperature controls will be verified for calibration and proper relationship between control devices. The Contractor will be advised of any instruments out of calibration in the interim test and balance report so that the Automatic Temperature Controls (ATC) contractor can recalibrate, using data supplied by the Testing, Adjusting, and Balancing firm. The ATC contractor shall assist the Testing, Adjusting, and Balancing firm as required.
3.9 Thoroughly test the Energy Management (EMS), if applicable. The testing of the Energy Management System shall include all HVAC controls, sensors, operators, sequences, etc. The tests shall include verification that commands introduced at the EMS console actually occur and temperatures, pressures, etc. indicated at the EMS console correlate with the actual reading at the sensing point. The ATC contractor and/or EMS contractor shall provide technical support to the Testing, Adjusting, and Balancing firm for a complete check or the HVAC temperature controls and/or the Energy Management System.
3.10 After testing, adjusting and balancing to design conditions, if comfort conditions are not being maintained, the air conditioning system shall be rebalanced within the limitation of the equipment installed to obtain comfort conditions. If comfort conditions cannot be obtained, a report will be submitted giving specific data regarding the trouble area.
3.11 Make a total of three (3) inspections within ninety (90) days after occupancy of the building, and make adjustments if required, to ensure that satisfactory conditions are being maintained throughout. Inspections to be coordinated through the Architect/Engineer and Owner and shall be documented with a supplemental report containing data and information as required.
3.12 Make an inspection during the opposite season from that in which the initial adjustments were made and at that time make any necessary modifications to the initial adjustment required to produce optimum operation of the systemic components to produce the proper conditions in each conditioned space. The opposite season inspection shall be coordinated with the Architect/Engineer and Owner. This inspection shall be documented with a supplemental report containing any pertinent data and information regarding readings and adjustments made.
3.13 TESTING, ADJUSTING, BALANCING REPORT
The Testing, Adjusting, and Balancing report shall incorporate all performance data for HVAC systems. The intent of the final report is to provide a reference of actual operating conditions for the Owner’s operating personnel.
All measurements and recorded readings (of air, water, electricity, etc.) that appear in the report must be made on site by the permanently employed technicians or engineers of the Testing, Adjusting, and Balancing firm.
The Testing, Adjusting, and Balancing report shall include but not be limited to the following:
Index
Preface: A general discussion of the system, an outline of normal and ventilation modes of operation, any unusual operating conditions and any deficiencies corrected.
Instrumentation List: A list of instruments used by type, model, range and calibration date. All instruments must be calibrated within six (6) months prior to starting date of Testing, Adjusting, and Balancing services.
3.14 Air Handling Units, Fan Coil Units, etc.:
Manufacturer, model, size, and serial number
Design and actual CFM (Supply, Return and Outside)
Design and actual RPM
Static pressure entering and leaving filters, coils, and fan
Motor nameplate data
Motor starter data and motor overload protection size and rating
Actual motor amperage and voltage (all phases)
Filter; type, size and quantity
3.15 Terminal Boxes:
Manufacturer, model and size
Location
Design and actual primary air CFM (maximum and minimum)
Design and actual fan CFM, if applicable
Electric duct heater KW and actual temperature differential across electrical heating coil.
3.16 Air Distribution Devices:
Manufacturer, model and size
Location
Design and actual CFM (cooling and heating)
Air distribution devices where a velocity indicating instrument is used to determine CFM; required and actual velocity in FPM. (When hood used to determine CFM, only CFM recorded).
3.17 Supply/Exhaust Fans:
Manufacturer, model and size
Design and actual CFM
Design and actual RFM
Design and actual static pressure
Motor nameplate data
Motor starter data and motor overload protection size and rating
Actual motor amperage and voltage (all phases)
3.18 Water Coils
Manufacturer
Design and actual CFM
Design and static pressures
Design and actual entering and air temperatures
Design and actual leaving air temperatures
Actual outside air temperature
Design and actual entering water temperature
Design and actual leaving water temperature
Design and actual coil pressure drop
Design and actual GPM
3.19 Pumps:
Manufacturer, model and size
Design and estimated impeller size from manufacturers pump curves
Actual pump suction and discharge pressures
Design and actual pumping head
Design and actual GPM
Motor nameplate data
Motor starter data and motor overload protection size and rating
Actual motor amperage and voltage (all phases)
3.20 INSTRUCTIONS TO OPERATING PERSONNEL
Testing, Adjusting, and Balancing firm shall instruct the operating personnel regarding the following:
Systems Operation
Unusual Operating Conditions
System Troubleshooting Procedure
3.21 GUARANTEE
Provide warranty of twelve (12) months after occupancy during which time the Architect/Engineer and/or Owner may, at his discretion, request check of the balance of any HVAC equipment. Provide Testing, Adjusting, and Balancing technicians to assist as required in making such tests. When any device is found not balanced in accordance with the mechanical plans and specifications, that HVAC system shall be completely rebalanced as directed by the Architect/Engineer and/or Owner at the Testing, Adjusting, and Balancing.
A. QUALIFICATIONS AND EXPERIENCE
1. At a minimum, the proponent company’s qualifications and experience shall include the following:
Membership in the AABC Commissioning Group (ACG) and commissioning certification from that organization.
At least 10 years of experience with the types of building, HVAC and control systems included in this project.
Knowledge of operations and maintenance requirements.
A thorough knowledge of testing, adjusting, and balancing (TAB) procedures and methods.
Knowledge and experience with applicable life safety codes, regulations, and procedures.
Successful experience working with multi-disciplinary teams,
Excellent oral and written communications skills.
B. REQUIRED SCOPE OF COMMISSIONING SERVICES
Commissioning services are to be provided in five (5) phases: pre-design, design, construction, acceptance, and post-acceptance, in accordance with the ACG Commissioning Guideline.
During the pre-design phase, the commissioning agency shall carry out the following scope of work:
Provide input to the Owner’s requirements for the mechanical systems.
Review the Design Intent Document and verify the initial design intent with the Owner and engineer.
Prepare the pre-design commissioning outline.
3. During the design phase the commissioning agency shall carry out the following scope of work:
Review the design documents (drawings and specifications) as they are prepared to ensure inclusion of material covering the contractor’s responsibilities for commissioning; provide comments and suggestions for designer consideration.
Prepare the design-phase commissioning plan.
4. During the construction phase the commissioning agency shall carry out the following scope of work:
Organize and lead the commissioning team.
Review shop drawings and equipment submittals for information affecting the commissioning process.
Update the commissioning plan to reflect equipment and controls data from the submittals, and provide commissioning schedule information that the contractor can integrate into the project schedule.
Schedule and lead commissioning meetings.
Establish and maintain a system for tracking issues needing resolution.
Review the project schedule periodically to ensure commissioning activities are properly incorporated; provide feedback to the designer as needed.
Perform on-site observations during construction.
Monitor correct component and equipment installation; including controls point- to-point checkouts. Document all observations.
Witness equipment and system start-ups as deemed necessary. Ensure complete documentation of same.
Other related work.
5. During the acceptance phase the commissioning agency shall carry out the following scope of work:
Review and inspect, on a sample basis, the testing, adjusting and balancing work if carried out by another agency.
Conduct functional performance testing of sub-systems, systems, and interactions between systems, leading to acceptance of the completed work. Document results of all tests witnessed.
Organize and direct the training of O & M personnel.
Videotape O&M staff training sessions.
6. During the post-acceptance phase the commissioning agency shall carry out the following scope of work:
Conduct functional performance testing of sub-systems, systems, and interactions between systems that could not be carried out prior to acceptance due to unsuitable weather conditions.
Prepare and submit a final commissioning report.
Provide follow-up for quality performance during the guarantee period.
7. The scope of work as described in Section 3.0 shall be provided for the following base building systems:
Supply air.
Return air.
Exhaust air.
Chilled water.
Condenser water.
Hot water.
HVAC control system.
8. In addition to the HVAC systems listed, include in the proposal a fee quotation to carry out the scope of work in Section 3.0 as applicable for each of the following systems as an “add-on” alternate:
Domestic water heating and distribution systems
Domestic water treatment
Electrical power distribution systems
Lighting control systems
Fire alarm system
Security and intrusion detection systems
Sprinkler system
Telephone and intercommunications systems
Cable TV and CCTV systems
3.22 TESTING, ADJUSTING, AND BALANCING FIRM QUALIFICATIONS
The Firm will be one that is organized to provide independent professional testing, adjusting, and balancing services. The firm shall have one (1) Professional Engineer licensed in the State of Texas with current registration.
The Firm will have operated a minimum of five (5) years, under the current Firm name.
All personnel used on the job site shall either be Testing, Adjusting, and Balancing engineers or Testing, Adjusting, and Balancing technicians, who shall have been permanent, full-time employees of the Firm for a minimum of six (6) months prior to working on this project.
3.23 TESTING, ADJUSTING, AND BALANCING FIRM RESPONSIBILITIES
Liaison: The Testing, Adjusting, and Balancing personnel on the job shall act a liaison between Architect/Engineer, Owner and Contractor.
Early Inspection: Inspect the installation of mechanical piping systems, sheet metal work, temperature controls and other component parts of the HVAC systems during the construction stage for reviewing that part of the work relating to proper arrangement and adequate provisions for Testing, Adjusting, and Balancing.
4. INSURANCE REQUIREMENTS
Before commencing work, the vendor shall be required, at its own expense, to furnish the Collin County Purchasing Agent with certified copies of all insurance certificate(s) indicating the coverage to remain in force throughout the term of this contract.
Commercial General Liability insurance including but not limited to the coverage indicated below. Coverage shall not exclude or limit Products/Completed Operations, Contractual Liability, or Cross Liability. Coverage must be written on occurrence form.
Each Occurrence
$1,000,000
Personal Injury &Adv Injury
$1,000,000
Products/Completed Operation Aggregate
$1,000,000
General Aggregate
$2,000,000
Workers Compensation insurance as required by the laws of Texas, and Employers’ Liability.
Employers Liability
Liability, Each Accident
$500,000
Disease - Each Employee
$500,000
Disease - Policy Limit
$500,000
iii. Commercial Automobile Liability insurance which includes any automobile (owned, non-owned, and hired vehicles) used in connection with the contract.
Combined Single Limit - Each Accident
$1,000,000
iv. Professional/Errors & Omissions Liability insurance with a two (2) year extended reporting period. If you choose to have project coverage endorsed onto your base policy, this would be acceptable.
Each Occurrence/Aggregate
$1,000,000
v. Umbrella/Excess Liability insurance
Each Occurrence/Aggregate
$1,000,000
With reference to the foregoing insurance requirement, the vendor shall endorse applicable insurance policies as follows:
A waiver of subrogation in favor of Collin County, its officials, employees, volunteers and officers shall be provided for General Liability, Commercial Automobile Liability, and Workers’ Compensation.
The vendor's insurance coverage shall name Collin County as additional insured under the General Liability policy.
All insurance policies shall be endorsed to require the insurer to immediately notify Collin County of any decrease in the insurance coverage limits.
All insurance policies shall be endorsed to the effect that Collin County will receive at least thirty (30) days notice prior to cancellation, non-renewal or termination of the policy.
All copies of Certificates of Insurance shall reference the project/contract number.
All insurance shall be purchased from an insurance company that meets the following requirements:
A financial rating of A-VII or higher as assigned by the BEST Rating Company or equivalent.
Certificates of Insurance shall be prepared and executed by the insurance company or its authorized agent, and shall contain provisions representing and warranting the following:
Sets forth all endorsements and insurance coverages according to requirements and instructions contained herein.
Sets forth the notice of cancellation or termination to Collin County.
5. EVALUATION OF PROFESSIONAL QUALIFICATIONS
The County shall first select the most highly qualified provider of these services on the basis of demonstrated competence and qualifications as outlined in the evaluation criteria below. Once the most qualified provider is identified, then the County shall attempt to negotiate with that provider a contract at a fair and reasonable price in accordance with Texas Local Government Code 2254.004. Only a single provider may be selected for negotiations and award, unless the specifications of this RFQ identified multiple projects or areas where a single provider will be selected for each. A pool of qualified architects, engineers, surveyors, or other professional service providers may not be selected in accordance with 2254.004.
TAB and Cx may be evaluated separately on this solicitation if a single firm is not the most qualified in both areas. Offerors may indicate if they are submitting for both, only for TAB, or only for Cx.
The evaluation of professional qualifications of the Proposers will be based on the following criteria:
1. Statement of Qualifications and Ability to Undertake The Project – Proposed Personnel
See 8. Qualifications and Submittal and Vendor Response
Questions 3.1-3.6
Scoring Method:
Points Based
Weight (Points):
20 (20% of Total)
2. Prime Firm’s Ability to Provide Services
See 8. Qualifications and Submittal and Vendor Response
Questions 4.1-4.5
Scoring Method:
Points Based
Weight (Points):
10 (10% of Total)
3. Respondent’s Performance on Past Representative Projects
See 8. Qualifications and Submittal and Vendor Response
Questions 5.1
Scoring Method:
Points Based
Weight (Points):
45 (45% of Total)
4. Respondent’s Knowledge of Best Practices
See 8. Qualifications and Submittal and Vendor Response
Questions 6.1-6.8
Scoring Method:
Points Based
Weight (Points):
10 (10% of Total)
5. Respondent's Ability to Identify and Resolve Problems on Past Projects
See 8. Qualifications and Submittal and Vendor Response
Questions 7.1-7.6
Scoring Method:
Points Based
Weight (Points):
10 (10% of Total)
6. Respondent’s Proposal Format
Scoring Method:
Points Based
Weight (Points):
5 (5% of Total)
6. GENERAL INSTRUCTIONS
6.1. DEFINITIONS
Offeror: refers to submitter.
Provider: refers to a Successful Service Provider.
Statement: refers to those documents required to be submitted to Collin County, by an Offeror.
SOQ: refers to Statement of Qualifications
RFQ: refers to Request for Qualifications
6.2. GENERAL INSTRUCTIONS
If Offeror does not wish to submit a Statement at this time, please submit a No Offer response.
Awards shall be made not more than ninety (90) days after the time set for opening of submittals.
Collin County is always conscious and extremely appreciative of your time and effort in preparing your Statement.
Collin County exclusively uses the OpenGov eProcurement Portal for the notification and dissemination of all solicitations. The receipt of solicitations through any other company may result in the receipt of incomplete specifications and/or addenda which could ultimately render your Statement non-compliant. Collin County accepts no responsibility for the receipt and/or notification of solicitations through any other company.
A Statement may not be withdrawn or canceled by the Offeror prior to the ninety-first (91st) day following the public opening of submittals and only prior to award.
It is understood that Collin County, Texas reserves the right to accept or reject any and/or all Statements for any or all services covered in a SOQ and to waive informalities or defects in Statements or to accept such Statements as it shall deem to be in the best interest of Collin County.
Statements submitted via email, oral, telegraphic or telephonic will not be accepted. SOQs may be submitted in electronic format via Collin County eProcurement.
All SOQs submitted electronically via Collin County eProcurement Portal shall remain locked until the official date and time of opening as stated in the Special Terms and Conditions of the RFQ.
SOQs received in the Collin County Purchasing Department after the submission deadline shall be considered void and unacceptable. Absolutely no late submittals will be considered. Collin County accepts no responsibility for technical difficulties related to electronic submittals.
Statements cannot be altered or amended after the submission deadline.
Collin County is by statute exempt from the State Sales Tax and Federal Excise Tax.
Any interpretations, corrections and/or changes to an RFQ and related Specifications or extensions to the opening/receipt date will be made by addenda to the respective document by the Collin County Purchasing Department. Questions and/or clarification requests must be submitted no later than the date specified in the solicitation. Those received at a later date may not be addressed prior to the public opening. Sole authority to authorize addenda shall be vested in Collin County Purchasing Agent as entrusted by the Collin County Commissioners Court. Addenda may be transmitted electronically via Collin County eProcurement Portal.
Addenda will be transmitted to all that are known to have received a copy of the RFQ and related Specifications. However, it shall be the sole responsibility of the Offeror to verify issuance/non-issuance of addenda and to check all avenues of document availability (i.e. https://procurement.opengov.com/portal/collincountytx, telephoning Purchasing Department directly, etc.) prior to opening/receipt date and time to ensure Offeror’s receipt of any addenda issued. Offeror shall acknowledge receipt of all addenda.
All materials and services shall be subject to Collin County approval.
Collin County reserves the right to make awards as it deems to be in the best interest of the County.
The Offeror shall comply with Commissioners Court Order No. 96-680-10-28, Establishment of Guidelines & Restrictions Regarding the Acceptance of Gifts by County Officials & County Employees.
Offerors taking exception to the specifications shall do so at their own risk. By offering substitutions, Offeror shall state these exceptions in the section provided in the RFQ or by attachment. Exception/substitution, if accepted, must meet or exceed the specifications stated therein. Collin County reserves the right to accept or reject any and/or all of the exception(s)/substitution(s) deemed to be in the best interest of the County.
Minimum Standards for Responsible Prospective Offerors: A prospective Offeror must meet the following minimum requirements:
have adequate financial resources, or the ability to obtain such resources as required;
be able to comply with the required or proposed delivery/completion schedule;
have a satisfactory record of performance;
have a satisfactory record of integrity and ethics;
be otherwise qualified and eligible to receive an award. Collin County may request documentation and other information sufficient to determine Offeror’s ability to meet these minimum standards listed above.
Offeror shall bear any/all costs associated with its preparation of an SOQ submittal.
Public Information Act: Collin County is governed by the Texas Public Information Act, Chapter 552 of the Texas Government Code. All information submitted by prospective offerors during the request for qualification process is subject to release under the Act.
The Offeror shall comply with Commissioners Court Order No. 2004-167-03-11, County Logo Policy.
Openings: All Statements submitted (Offeror’s name only) will be read at the County’s regularly scheduled opening for the designated project. However, the reading of a Statement at an opening should be not construed as a comment on the responsiveness of such Statement or as any indication that the County accepts such Statement as responsive. The County will make a determination as to the responsiveness of Statements submitted based upon compliance with all applicable laws, Collin County Purchasing Guidelines, and project documents, including but not limited to the specifications and contract documents. The County will notify the successful Offeror upon award of the contract and, according to state law; all Statements received will be available for inspection at that time.
Offeror shall comply with all local, state and federal employment and discrimination laws and shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, age, national origin or any other class protected by law.
7. TERMS OF CONTRACT
Any resulting contract resulting from an accepted Statement of Qualifications shall be in the form of Collin County’s standard Architects/Engineers agreement. No different or additional terms will become part of this contract with the exception of an Amendment.
No oral statement of any person shall modify or otherwise change, or affect the terms, conditions or specifications stated in the resulting contract. All Amendments to the contract will be made in writing by Collin County Purchasing Agent.
No public official shall have interest in the contract, in accordance with Local Government Code Title 5, Subtitle C, Chapter 171.
The Provider shall comply with Commissioners Court Order No. 96-680-10-28, Establishment of Guidelines & Restrictions Regarding the Acceptance of Gifts by County Officials & County Employees.
Design, strength, quality of materials and workmanship must conform to the highest standards of manufacturing and engineering practice.
Statements must comply with all federal, state, county and local laws concerning the type(s) of product(s)/service(s)/equipment/project(s) contracted for, and the fulfillment of all ADA (Americans with Disabilities Act) requirements.
All products must be new and unused, unless otherwise specified, in first-class condition and of current manufacture. Obsolete products, including products or any parts not compatible with existing hardware/software configurations will not be accepted.
Provider shall provide any and all notices as may be required under the Drug-Free Work Place Act of 1988, 28 CFR Part 67, Subpart F, to its employees and all sub-contractors to ensure that Collin County maintains a drug-free work place.
Provider shall defend, indemnify and save harmless Collin County and all its officers, agents and employees and all entities, their officers, agents and employees who are participating in this contract from all suits, claims, actions, damages (including personal injury and or property damages), or demands of any character, name and description, (including attorneys’ fees, expenses and other defense costs of any nature) brought for or on account of any injuries or damages received or sustained by any person, persons, or property on account of Provider’s breach of the contract arising from an award, and/or any negligent act, error, omission or fault of the Provider, or of any agent, employee, subcontractor or supplier of Provider in the execution of, or performance under, any contract which may result from an award. Provider shall pay in full any judgment with costs, including attorneys’ fees and expenses which are rendered against Collin County and/or participating entities arising out of such breach, act, error, omission and/or fault.
Providers must be in compliance with the provisions of Section 2254.0031 of the Texas Government Code, which incorporates by reference Section 271.904(d) of the Texas Local Government Code. Providers/Respondent shall perform services (1) with professional skill and care ordinarily provided by competent engineers or architects practicing under the same or similar circumstances and professional license, and (2) as expeditiously as is prudent considering the ordinary professional skill and care of a competent engineer or architect.
Expenses for Enforcement. In the event either Party hereto is required to employ an attorney to enforce the provisions of this Agreement or is required to commence legal proceedings to enforce the provisions hereof, the prevailing Party shall be entitled to recover from the other, reasonable attorney's fees and court costs incurred in connection with such enforcement, including collection.
The contract shall remain in effect until any of the following occurs: delivery of product(s) and/or completion and acceptance by Collin County of product(s) and/or service(s), contract expires or is terminated by either party with thirty (30) days written notice prior to cancellation and notice must state therein the reasons for such cancellation. Collin County reserves the right to terminate the contract immediately in the event the Provider fails to meet delivery or completion schedules, or otherwise perform in accordance with the specifications. Breach of contract or default authorizes the County to purchase elsewhere and charge the full increase in cost and handling to the defaulting Provider.
Collin County Purchasing Department shall serve as Contract Administrator or shall supervise agents designated by Collin County.
Provider shall notify the Purchasing Department immediately if delivery/completion schedule cannot be met. If a delay is foreseen, the Provider shall give written notice to the Purchasing Agent. The County has the right to extend delivery/completion time if the reason appears valid.
Collin County shall generate a purchase order(s) to the Provider and the purchase order number must appear on all itemized invoices. Collin County will not be responsible for any services rendered without a valid purchase order number.
Invoices shall be mailed directly to the Collin County Auditor's Office, 2300 Bloomdale Road, Suite 3100, McKinney, Texas 75071. All invoices shall show:
Collin County Purchase Order Number;
Provider’s Name, Address and Tax Identification Number;
Detailed breakdown of all charges for the product(s) and/or service(s) including applicable time frames.
Payment will be made in accordance with Government Code, Title 10, Subtitle F, Chapter 2251.
All warranties shall be stated as required in the Uniform Commercial Code.
The Provider and Collin County agree that both parties have all rights, duties, and remedies available as stated in the Uniform Commercial Code.
The Provider agrees to protect Collin County from any claims involving infringements of patents and/or copyrights.
The contract will be governed by the laws of the State of Texas. Should any portion of the contract be in conflict with the laws of the State of Texas, the State laws shall invalidate only that portion. The remaining portion of the contract shall remain in effect. The contract is performable in Collin County, Texas.
The Provider shall not sell, assign, transfer or convey the contract, in whole or in part, without the prior written approval from Collin County.
The apparent silence of any part of the specification as to any detail or to the apparent omission from it of a detailed description concerning any point, shall be regarded as meaning that only the best commercial practices are to prevail. All interpretations of the specification shall be made on the basis of this statement.
Provider shall not fraudulently advertise, publish or otherwise make reference to the existence of a contract between Collin County and Provider for purposes of solicitation. As exception, Provider may refer to Collin County as an evaluating reference for purposes of establishing a contract with other entities.
The Provider understands, acknowledges and agrees that if the Provider subcontracts with a third party for services and/or material, the primary Provider (awardee) accepts responsibility for full and prompt payment to the third party. Any dispute between the primary Provider and the third party, including any payment dispute, will be promptly remedied by the primary Provider. Failure to promptly render a remedy or to make prompt payment to the third party (sub-contractor) may result in the withholding of funds from the primary Provider by Collin County for any payments owed to the third party.
Criminal History Background Check: If required, ALL individuals may be subject to a criminal history background check performed by Collin County prior to access being granted to Collin County facilities. Upon request, Vendor/Contractor/Provider shall provide a list of individuals to the Collin County Purchasing Department within five (5) working days.
Non-Disclosure Agreement: When applicable, Provider shall be required to sign a non- disclosure agreement acknowledging that all information to be furnished is in all respects confidential in nature, other than information which is in the public domain through other means and that any disclosure or use of same by Provider, except as provided in the contract/agreement, may cause serious harm or damage to Collin County. Therefore, Provider agrees that Provider will not use the information furnished for any purpose other than that stated in contract/agreement, and agrees that Provider will not either directly or indirectly by agent, employee, or representative disclose this information, either in whole or in part, to any third party, except on a need to know basis for the purpose of evaluating any possible transaction. This agreement shall be binding upon Collin County and Provider, and upon the directors, officers, employees and agents of each.
Providers must be in compliance with the Immigration and Reform Act of 1986 and all employees specific to this solicitation must be legally eligible to work in the United States of America.
Certification of Eligibility: This provision applies if the anticipated Contract exceeds $100,000.00 and as it relates to the expenditure of federal grant funds. By submitting a statement in response to this solicitation, the Provider certifies that at the time of submission, he/she is not on the Federal Government’s list of suspended, ineligible, or debarred contractors. In the event of placement on the list between the time of statement submission and time of award, the Provider will notify the Collin County Purchasing Agent. Failure to do so may result in terminating this contract for default.
Notice to Providers delivering goods or performing services within the Collin County Detention Facility: The Collin County Detention Facility houses persons who have been charged with and/or convicted of serious criminal offenses. When entering the Detention Facility, you could: (1) hear obscene or graphic language; (2) view partially clothed male inmates; (3) be subjected to verbal abuse or taunting; (4) risk physical altercations or physical contact, which could be minimal or possibly serious; (5) be exposed to communicable or infectious diseases; (6) be temporarily detained or prevented from immediately leaving the Detention Facility in the case of an emergency or “lockdown”; and (7) subjected to a search of your person or property. While the Collin County Sheriff’s Office takes every reasonable precaution to protect the safety of visitors to the Detention Facility, because of the inherently dangerous nature of a Detention Facility and the type of the persons incarcerated therein, please be advised of the possibility of such situations exist and you should carefully consider such risks when entering the Detention Facility. By entering the Collin County Detention Facility, you acknowledge that you are aware of such potential risks and willingly and knowingly choose to enter the Collin County Detention Facility.
Delays and Extensions of Time when applicable:
If the Provider is delayed at any time in the commence or progress of the Work by an act or neglect of the Owner or Architect/Engineer, or of an employee of either, or of a separate contractor employed by the Owner, or by changes ordered in the Work, or by labor disputes, fire, unusual delay in deliveries, unavoidable casualties or other causes beyond the Provider’s control, or by delay authorized by the Owner pending mediation and arbitration, or by other causes which the Owner or Architect/Engineer determines may justify delay, then the Contract Time shall be extended by Amendment for such reasonable time as the Owner/Architect/Engineer may determine.
If adverse weather conditions are the basis for a Claim for additional time, such Claim shall be documented by data substantiating that weather conditions were abnormal for the period of time and could not have been reasonably anticipated, and that the weather conditions had an adverse effect on the scheduled construction.
Disclosure of Certain Relationships: Chapter 176 of the Texas Local Government Code requires that any vendor considering doing business with a local government entity disclose the vendor’s affiliation or business relationship that might cause a conflict of interest with a local government entity. Subchapter 6 of the code requires a vendor to file a conflict of interest questionnaire (CIQ) if a conflict exists. By law this questionnaire must be filed with the records administrator of Collin County no later than the 7th business day after the date the vendor becomes aware of an event that requires the statement to be filed. A vendor commits an offense if the vendor knowingly violates the code. An offense under this section is a misdemeanor. By submitting a response to this request, the vendor represents that it is in compliance with the requirements of Chapter 176 of the Texas Local Government Code. Please send completed forms to the Collin County County Clerk's Office located at 2300 Bloomdale Rd., Suite 2104, McKinney, TX 75071.
Disclosure of Interested Parties: Section 2252.908 of the Texas Government Code requires a business entity entering into certain contracts with a governmental entity to file with the governmental entity a disclosure of interested parties at the time the business entity submits the signed contract to the governmental entity. Section 2252.908 requires the disclosure form (Form 1295) to be signed by the authorized agent of the contracting business entity, acknowledging that the disclosure is made under oath and under penalty of perjury. Section 2252.908 applies only to a contract that requires an action or vote by the governing body of the governmental entity before the contract may be signed or has a value of at least $1 million. Section 2252.908 provides definitions of certain terms occurring in the section. Section 2252.908 applies only to a contract entered into on or after January 1, 2016.
Providers must be in compliance with the provisions of Section 2252.152 and Section 2252.153 of the Texas Government Code which states, in part, contracts with companies engaged in business with Iran, Sudan, or Foreign Terrorist Organizations are prohibited. A governmental entity may not enter into a contract with a company that is listed on the Comptroller of the State of Texas website identified under Section 806.051, Section 807.051 or Section 2253.253 which do business with Iran, Sudan or any Foreign Terrorist Organization. This Act is effective September 1, 2017.
Force Majeure: No party shall be liable or responsible to the other party, nor be deemed to have defaulted under or breached this Agreement, for any failure or delay in fulfilling or performing any term of this Agreement, when and to the extent such failure or delay is caused by or results from acts beyond the affected party’s reasonable control, including, without limitation: acts of God; flood, fire or explosion; war, invasion, riot or other civil unrest; actions, embargoes or blockades in effect on or after the date of this Agreement; or national or regional emergency (each of the foregoing, a “Force Majeure Event”). A party whose performance is affected by a Force Majeure Event shall give notice to the other party, stating the period of time the occurrence is expected to continue and shall use diligent efforts to end the failure or delay and minimize the effects of such Force Majeure Event.
NOTE: All other terms and conditions (i.e. Insurance Requirements, Bond Requirements, etc.) shall be stated in the individual Solicitation documents as Special Terms, Conditions and Specifications.
8. QUALIFICATIONS SUBMITTAL AND VENDOR RESPONSE
1. Qualification Format*
Qualifications shall be prepared SIMPLY AND ECONOMICALLY, providing a straightforward, CONCISE description of the Offeror's ability to meet the requirements of this RFQ. Emphasis shall be on the QUALITY, completeness, clarity of content, responsiveness to the requirements, and an understanding of Owner's needs.
Qualifications shall be a MAXIMUM of Twenty-five (25) PRINTED PAGES. The cover, table of contents, divider sheets, Collin County RFQ document, signature page, conflict of interest questionnaire, and W-9 do not count as printed pages.
Qualifications can be submitted either online or manually (Both are NOT required). Online submission is preferred. In total, the data entered into OpenGov, if printed, should then not exceed the 25-page limit.
Qualifications may be submitted online via https://procurement.opengov.com/portal/collincountytx. Online submission is preferred. In total, the data entered into OpenGov, if printed, should then not exceed the 25-page limit.
Qualifications submitted via email, CD-ROM, or Flash Drive will not be accepted.
If submitting manually, qualifications shall be submitted in a sealed envelope or box with RFQ name, number, and name of firm printed on the outside of the envelope or box. Manual submittals shall be sent/delivered to the following address and shall be received prior to the date/time for opening:
Collin County Purchasing
2300 Bloomdale, Suite 3160
McKinney, TX 75071
Paper copies shall be printed on letter size (8 ½ x 11) paper and assembled using spiral type bindings, staples, or binder clips. Do not use metal-ring hard cover binders. Manual submittals shall include an electronic copy in a searchable format.
It shall be the responsibility of the firm to insure that their submittal reaches Collin County Purchasing prior to the date/time for the opening no matter which submission method is used.
Offerors shall carefully read the information contained in this RFQ and submit a complete response to all requirements and questions as directed. Incomplete qualifications will be considered non-responsive and subject to rejection.
Qualifications and any other information submitted by Offerors in response to this RFQ shall become the property of the Owner.
The Owner will not compensate Offerors for any expenses incurred in Qualifications preparation or for any presentations that may be made, unless agreed to in writing in advance or required by law. Offerors submit Qualifications at their own risk and expense.
Qualifications that are qualified with conditional clauses, alterations, items not called for in the RFQ documents, or irregularities of any kind are subject to rejection by the Owner, at its option.
Owner makes no representations of any kind that an award will be made as a result of this RFQ. The Owner reserves the right to accept or reject any or all Qualifications, waive any formalities or minor technical inconsistencies, or delete any item/requirements from this RFQ when deemed to be in Owner's best interest.
Qualifications shall consist of answers to questions identified in Section 5 of the RFQ. It is not necessary to repeat the question in the Qualifications; however, it is essential to reference the question number with the corresponding answer.
Failure to comply with all requirements contained in this Request for Qualifications may result in the rejection of the Qualifications.
Additional attachments shall NOT be included with the Qualifications. Only the responses provided by the Offeror to the questions identified in this RFQ will be used by Collin County for evaluation.
Separate and identify each criteria response to Section 5 of this RFQ by use of a divider sheet with an integral tab for ready reference.
TABLE OF CONTENTS:
Submittals shall include a “Table of Contents” and give page numbers for each part of the Qualifications.
PAGINATION:
Number all pages of the submittal sequentially using Arabic numerals (1, 2, 3, etc.)
Please confirm
*Response required
2. TAB, Cx, or Both*
Please Indicate if your submission is for TAB processes only, Cx processes only, or if your firm is submitting qualification to handle both processes
*Response required
3. OFFEROR’S STATEMENT OF QUALIFICATIONS AND AVAILABILITY TO UNDERTAKE PROJECTS
3.1. Provide a statement of interest including a narrative describing the Prime Firm’s unique qualifications as they pertain to this request. Qualifications should include both Design licensing and Commissioning.*
*Response required
3.2. Provide a statement on the availability and commitment of the Prime Firm and assigned principal(s) and professionals to undertake projects.*
*Response required
3.3. Provide a brief history of the Prime Firm and consultant(s) proposed for the assigned project including when the firms were established, type of ownership and office locations. *
If more than one office is listed indicate the office that will manage the project. If the firm has changed name or ownership with in the last three (3) years indicate the former name.
*Response required
3.4. Provide a listing of number of professional staff by discipline located in the office that will manage the project.*
*Response required
3.5. Provide an Organization Chart for the team proposed for the projects.*
*Response required
3.6. Provide resumes of key personnel from the Prime Firm and consultants who will be assigned to this Project. *
Resumes limited to two (2) pages per person.
*Response required
4. PRIME FIRM’S ABILITY TO PROVIDE SERVICES
4.1. Is your company currently for sale or involved in any transaction to expand or to become acquired by another business entity?*
Yes
No
*Response required
When equals "Yes"
4.1.1. Please explain the impact both in organizational and directional terms.*
*Response required
4.2. Provide any details of all past or pending litigation or claims filed against your company that would affect your company's performance under a Contract with the Owner.*
*Response required
4.3. Is your company currently in default on any loan agreement or financing agreement with any bank, financial institution, or other entity?*
Yes
No
*Response required
When equals "Yes"
4.3.1. Specify date(s), details, circumstances, and prospects for resolution*
*Response required
4.4. Does any relationship exist by relative, business associate, capital funding agreement, or any other such kinship between your firm and any Owner employee or elected official?*
Yes
No
*Response required
When equals "Yes"
4.4.1. Please explain*
*Response required
4.5. Provide a claims history under professional malpractice insurance for the past five (5) years for the Prime Firm and any team members proposed to provide professional engineering services.*
*Response required
5. RESPONDENT’S PERFORMANCE ON PAST REPRESENTATIVE PROJECTS
5.1. List a maximum of five (5) projects for which you have provided services that are most related to this project. *
List the projects in order of priority, with the most relevant project listed first. For all consultants are named in the response indicate the projects they also worked on. Provide the following information for each project listed:
Project name, location, contract delivery method, and description
Color images (photographic or machine reproductions)
Final project size in gross square feet
Type of construction (new, renovation, or expansion)
Actual start and finish dates for design
Actual Notice to Proceed and Substantial Completion dates for construction
Description of professional services Prime Firm provided for the project
Name of Project Manager (individual responsible to the Owner for the overall success of the project)
Name of Project Engineer (individual responsible for coordinating the day to day work)
Name of Project Designer (individual responsible for design concepts)
Consultants References (for each project listed above, identify the following):
The Owner’s name and representative who served as the day-to-day liaison during the design and construction phases of the project, including telephone number
Contractor’s name and representative who served as the day-to-day liaison during the Preconstruction and/or construction phase of the project, including telephone number
Length of business relationship with the Owner.
Identify a maximum of five (5) completed projects, of any type, for which the Prime Firm received an award for design excellence from a recognized organization and provide descriptive information for each.
References shall be considered relevant based on specific project participation and experience with the Respondent. The Owner may contact references during any part of this process. The Owner reserves the right to contact any other references at any time during the RFQ process.
*Response required
6. RESPONDENT’S KNOWLEDGE OF BEST PRACTICES
6.1. Describe the Prime Firm’s design philosophy, design methodology, and its process for integrating institutional standards into design.*
*Response required
6.2. Describe the Prime Firm’s quality assurance program explaining the method used and how the firm maintains quality control during the development of Construction Documents and quality assurance during the Construction phase of a project. *
Provide specific examples of how these techniques or procedures were used for any combination of five (5) projects listed in response to the section "Respondent's Performance on Past Representative Projects".
*Response required
6.3. Describe your cost estimating methods for the design and construction phases.*
How do you develop cost estimates and how often are they updated? For any combination of five (5) projects listed in response to question "Respondent's Performance on Past Representative Projects", provide examples of how these techniques were used and what degree of accuracy was achieved.
*Response required
6.4. Describe the way in which your firm develops and maintains work schedules to coordinate with the Owner’s project schedule.*
For any combination of five (5) projects listed in response to question "Respondent's Performance on Past Representative Projects", provide examples of how these techniques were used.
*Response required
6.5. Describe the types of records, reports, monitoring systems, and information management systems, which your firm used in the management of the projects listed above.*
Describe how you used these systems for any combination of five (5) projects listed in response to question "Respondent's Performance on Past Representative Projects".
*Response required
6.6. Describe how you plan to ensure continuity of project objectives starting with design solution, moving through construction documents, and finishing with a constructed project that meets the Owner’s requirements.*
*Response required
6.7. Describe the project team’s approach to assuring timely completion of projects, including methods you will use for schedule recovery if necessary.*
*Response required
6.8. Describe how you track Owner input and review comments on your design document submittals to confirm that they have been addressed.*
Provide examples of reports/logs used for tracking response to and closure on Owner comments.
*Response required
7. RESPONDENT’S ABILITY TO IDENTIFY AND RESOLVE PROBLEMS ON PAST PROJECTS
7.1. Describe your understanding of the administrative challenges and opportunities associated with providing Design and Construction Administration services for Testing, Balancing and Commissioning projects and your strategy for resolving these issues.*
*Response required
7.2. What do you perceive are the critical issues for this project?*
*Response required
7.3. Understanding schedule limitations provide an analysis of the Owner’s project planning schedule and describe how you plan to develop and communicate design, scope, and budget options in a form that will quickly facilitate the Owner’s decision making.*
*Response required
7.4. Describe the project team’s experience with renovation/expansion projects in or adjacent to occupied facilities.*
*Response required
7.5. For any five (5) of the projects listed in response to question "Respondent's Performance on Past Representative Projects", describe any conflicts with the Owner, Consultants, Contractor, or subcontractors, and describe the methods your firm used to resolve those conflicts.*
*Response required
7.6. Provide examples of how the Offeror has creatively incorporated testing, balancing and commissioning in similar structures.*
*Response required
8. VENDOR RESPONSES
8.1. Notice*
Collin County exclusively uses OpenGov eProcurement Portal for the notification and dissemination of all solicitations. The receipt of solicitations through any other means may result in your receipt of incomplete specifications and/or addendums which could ultimately render your bid/proposal non-compliant. Collin County accepts no responsibility for the receipt and/or notification of solicitations through any other means.
Please confirm
*Response required
8.2. Contact Information*
List the contact name, email address and phone number of the main person(s) Collin County should contact in reference to this solicitation. Contact(s) shall be duly authorized. List authorized by the company, corporation, firm, partnership or individual to respond to any questions, clarification, and/or offers in response to this solicitation.
*Response required
8.3. Exceptions*
Do you take exception to the specifications?
Yes
No
*Response required
When equals "Yes"
8.3.1. Please state your exceptions*
*Response required
8.4. Insurance Acknowledgement*
I understand that the insurance requirements of this solicitation are required and are included in the submitted pricing. A certificate of insurance shall be submitted to the Purchasing department if I am awarded all or a portion of the resulting contract.
Please confirm
*Response required
8.5. Technology Security Breach Acknowledgement*
When VENDOR experiences a data breach or unauthorized access to the Collin County Data, VENDOR will immediately notify the End-User Department Director, the Chief Information Officer (CIO), and the Purchasing Agent. Within two weeks of such breach, a detailed notification is required and shall include the nature of the breach, the data comprised, the involving parties, mitigation efforts, and corrective actions to be taken by VENDOR. Unless Collin County or any of their affiliates is directly responsible for such breach, VENDOR shall be solely responsible for all expenses related to any data breach or unauthorized access to the Collin County data and shall be by liable for all damages, fines, to include litigation cost. Except as set forth above, Collin County shall not be responsible for any expense associated with data breaches or unauthorized access while the Collin County Data is residing in VENDOR cloud services.
Yes
No
*Response required
8.6. Subcontractors*
State the business name of all subcontractors and the type of work they will be performing under this contract. If you are fully qualified to self-perform the entire contract, please respond with "Not Applicable-Self Perform".
*Response required
8.7. Reference No. 1*
List a company or governmental agency, other than Collin County, where these same/like products/services, as stated herein, have been provided. Texas references are preferred.
Include the following: Company/Entity, Contact, Address, City/State/Zip, Phone, and E-Mail.
It is the responsibility of the Bidder/Proposer to ensure submitted references will be responsive to the County’s requests. The County reserves the right to contact references other than those listed, and to consider any information acquired from all references during the evaluation process.
*Response required
8.8. Reference No. 2*
List a company or governmental agency, other than Collin County, where these same/like products/services, as stated herein, have been provided. Texas references are preferred.
Include the following: Company/Entity, Contact, Address, City/State/Zip, Phone, and E-Mail.
It is the responsibility of the Bidder/Proposer to ensure submitted references will be responsive to the County’s requests. The County reserves the right to contact references other than those listed, and to consider any information acquired from all references during the evaluation process.
*Response required
8.9. Reference No. 3*
List a company or governmental agency, other than Collin County, where these same/like products/services, as stated herein, have been provided. Texas references are preferred.
Include the following: Company/Entity, Contact, Address, City/State/Zip, Phone, and E-Mail.
It is the responsibility of the Bidder/Proposer to ensure submitted references will be responsive to the County’s requests. The County reserves the right to contact references other than those listed, and to consider any information acquired from all references during the evaluation process.
*Response required
8.10. Debarment Certifications*
I certify that neither my company nor an owner or principal of my company has been debarred, suspended or otherwise made ineligible for participation in Federal Assistance programs under Executive Order 12549, “Debarment and Suspension,” as described in the Federal Register and Rules and Regulations.
Please confirm
*Response required
8.11. Immigration and Reform Act*
I declare and affirm that my company is in compliance with the Immigration and Reform Act of 1986 and all employees are legally eligible to work in the United States of America. I further understand and acknowledge that any non-compliance with the Immigration and Reform Act of 1986 at any time during the term of this contract will render the contract voidable by Collin County.
Please confirm
*Response required
8.12. Disclosure of Certain Relationships*
Chapter 176 of the Texas Local Government Code requires that any vendor considering doing business with a local government entity disclose the vendor’s affiliation or business relationship that might cause a conflict of interest with a local government entity. Subchapter 6 of the code requires a vendor to file a conflict of interest questionnaire (CIQ) if a conflict exists. By law this questionnaire must be filed with the records administrator of Collin County no later than the 7th business day after the date the vendor becomes aware of an event that requires the statement to be filed. A vendor commits an offense if the vendor knowingly violates the code. An offense under this section is a misdemeanor. By submitting a response to this request, the vendor represents that it is in compliance with the requirements of Chapter 176 of the Texas Local Government Code. Please send completed forms to the Collin County County Clerk's Office located at 2300 Bloomdale Rd., Suite 2104, McKinney, TX 75071.
Please confirm
*Response required
8.13. Anti-Collusion Statement*
Bidder certifies that its Bid/Proposal is made without prior understanding, agreement, or connection with any corporation, firm, or person submitting a Bid/Proposal for the same materials, services, supplies, or equipment and is in all respects fair and without collusion or fraud. No premiums, rebates or gratuities permitted; either with, prior to, or after any delivery of material or provision of services. Any such violation may result in Agreement cancellation, return of materials or discontinuation of services and the possible removal from bidders list.
Please confirm
*Response required
8.14. Disclosure of Interested Parties*
Section 2252.908 of the Texas Government Code requires a business entity entering into certain contracts with a governmental entity to file with the governmental entity a disclosure of interested parties at the time the business entity submits the signed contract to the governmental entity. Section 2252.908 requires the disclosure form (Form 1295) to be signed by the authorized agent of the contracting business entity, acknowledging that the disclosure is made under oath and under penalty of perjury. Section 2252.908 applies only to a contract that requires an action or vote by the governing body of the governmental entity before the contract may be signed or has a value of at least $1 million. Section 2252.908 provides definitions of certain terms occurring in the section. Section 2252.908 applies only to a contract entered into on or after January 1, 2016.
Please confirm
*Response required
8.15. Notification Survey*
In order to better serve our offerors, the Collin County Purchasing Department is conducting the following survey. We appreciate your time and effort expended to submit your bid. Should you have any questions or require more information please call (972) 548-4165. How did you receive notice of this request?
*Response required
8.16. Critical Infrastructure Affirmation*
Pursuant to section 2275.0102 of the Texas Government Code, Respondent certifies that neither it nor its parent company, nor any affiliate of Respondent or its parent company, is: (1) majority owned or controlled by citizens or governmental entities of China, Iran, North Korea, Russia, or any other country designated by the Governor under Government Code Section 2275.0103, or (2) headquartered in any of those countries.
Please confirm
*Response required
8.17. Energy Company Boycotts*
Pursuant to Section 2276.002 of the Texas Government Code, should the contract have a value of $100,000 or more and the company employs 10 or more full-time employees, Respondent represents and warrants that: (1) it does not, and will not for the duration of the contract, boycott energy companies, and (2) will not boycott energy companies during the term of the contract. If circumstances relevant to this provision change during the course of the contract, Respondent shall promptly notify Agency.
Please confirm
*Response required
8.18. Firearm Entities and Trade Associations Discrimination*
Pursuant to section 2274.002 of the Texas Government Code, should the contract have a value of $100,000 or more and the company employs 10 or more full-time employees, Respondent verifies that:
It does not have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association and (2) will not discriminate during the term of the contract against a firearm entity or firearm trade association. If circumstances relevant to this provision change during the course of the contract, Respondent shall promptly notify Agency.
Please confirm
*Response required
8.19. W-9*
Please upload your W-9 Form
*Response required
8.20. Information Regarding Conflict of Interest
During the 79th Legislative Session, House Bill 914 was signed into law effective September 1, 2015, which added Chapter 176 to the Texas Local Government Code. Recent changes have been made to Chapter 176 pursuant to HB23, which passed the
84th Legislative Session. Chapter 176 mandates the public disclosure of certain information concerning persons doing business or seeking to do business with Collin County, including family, business, and financial relationships such persons may have with Collin County officers or employees involved in the planning, recommending, selecting and contracting of a vendor for this procurement.
For a copy of Form CIQ and CIS: https://www.ethics.state.tx.us/forms/conflict/
The vendor acknowledges by doing business or seeking to do business with Collin County that they have been notified of the requirements under Chapter 176 of the Texas Local Government Code and that they are solely responsible for complying with the terms and conditions therein. Furthermore, any individual or business entity seeking to do business with Collin County who does not comply with this practice may risk award consideration of any County contract.
For a listing of current Collin County Officers: https://www.collincountytx.gov/Contact/county-officials
At the time of this solicitation being released, the following are known to be involved in the planning, recommending, selecting, and/or contracting for the attached procurement:
Department:
Sandeep Kathuria - Director of Building Projects
David Dooley - Asst Dir of Building Projects
Brad Harris - Building Projects Coordinator
Luis Palma - Director Of Facilities
Purchasing:
Michelle Charnoski, NIGP-CPP, CPPB – Purchasing Agent
Marci Chrismon, CPPB – Assistant Purchasing Agent
Cory Rogers - Senior Buyer
Commissioners Court:
Chris Hill – County Judge
Susan Fletcher – Commissioner Precinct No. 1
Cheryl Williams – Commissioner Precinct No. 2
Darrell Hale – Commissioner Precinct No. 3
Duncan Webb – Commissioner Precinct No. 4
Complete the CIQ attachment and upload if applicable.
8.21. Conflict of Interest Confirmation*
I have read the conflict of interest information above and will file the CIQ form if a conflict exists.
Please confirm
*Response required
8.22. Confirmation of Submittal - Please Initial*
This execution of offer must be completed (initialed) and returned (if submitting manually) with the respondent's qualifications. Failure to complete this execution of offer with the qualifications may result in rejection of the qualifications. Submitting a false statement may void the submitted qualifications or any agreements or other contractual arrangements, which may result from the submission of respondent’s qualifications. A false certification shall be deemed a material breach of contract and, at owner's option, may result in termination of any resulting contract or purchase order.
REPRESENTATIONS By confirming below, Respondent represents and warrants that:
1. the Qualifications and all statements and information prepared and submitted in response to this RFQ are current, complete, true and correct;
2. it is not given, nor intends to give at any time hereafter, any economic opportunity, future employment, gift, loan, gratuity, special discount trip, favor or service to a public servant in connection with the submitted Qualifications or any subsequent proposal. Failure to sign below, or signing a false statement, may void the Response or any resulting contracts at the Owner’s option, and the Respondent may be removed from all future proposal lists at this County;
3. the individual signing this document and the documents made part of the RFQ is authorized to sign such documents on behalf of the Respondent and to bind the Respondent under any contract which may result from the submission of the Response;
4. no relationship, whether as a relative, business associate, by capital funding agreement or by any other such kinship exists between Respondent and an employee of Collin County, Texas
5. no compensation has been received for participation in the preparation of this RFQ (ref. Section 2155.004 Texas Government Code);
6. Respondent complies with all federal laws and regulations pertaining to Equal Employment Opportunities and Affirmative Action;
7. to the best of its knowledge, no member Collin County Commissioners Court or Elected official has a financial interest, directly or indirectly, in the Project; and
8. each individual or business entity proposed by Respondent as a member of its team that will engage in the practice of engineering will be selected based on demonstrated competence and qualifications only.
Maximum response length: 5 characters
*Response required
8.23. AI Acknowledgement*
The County requires that all submitted content be the product of human authorship or have undergone substantial human review and modification. This is to ensure that the final proposal accurately reflects the Offeror’s capabilities, experience, and understanding of the requirements. The Offeror is ultimately responsible for the accuracy, truthfulness, and completeness of their submission. Any submission found to contain misleading information, whether from AI or otherwise, may be subject to penalties or disqualification.
Please confirm all submitted content was either authored by or substantially reviewed a human and not AI and the submission accurately reflects company’s/firm’s capabilities, experience, and understanding of the requirements.
Please confirm
*Response required
8.24. Offeror Acknowledgment*
Offeror acknowledges that they understand the specifications, any and all addenda, agrees to the terms and conditions, and can provide the minimum requirements stated herein. Offeror acknowledges they have read the document in its entirety and is familiar with local conditions under which work is to be performed and will be responsible for any and all errors in the statement submitted resulting from Offeror's failure to do so. If statement is accepted, offeror further certifies and agrees to furnish any and all services upon conditions in the specifications of the Statement of Qualifications.
Please confirm
*Response required
Collin CountyIssuing agency·Mckinney, TX·via a public procurement portal