Master Planning Real Estate Brokerservice

Request for Qualifications

For

Master Planning Real Estate BrokerService

Request For Qualification No.7000145956

Issued: July 26, 2017

Qualification Submittal Deadline: August 24, 2017by 2:00 p.m. (Central Time)

CPSENERGY

P.O. BOX 1771

SAN ANTONIO, TEXAS 78296-1771

TABLE OF CONTENTS

I.purpose

A.STATEMENT OF INTENT

B.ABOUT CPSENERGY

C.DESCRIPTION OF PROJECT

D.RFQ SCHEDULE

E.CONTACT INFORMATION, QUESTIONS AND ANSWERS

F.RESTRICTIONS ON COMMUNICATIONS

G.QUALIFICATION SUBMITTAL COSTS

II.QUALIFICATION FORMAT & SUBMITTAL

A.PROPRIETARY DATA IN QUALIFICATION SUBMITTALS

B.QUALIFICATION FORMAT

C.PRICING

D.QUALIFICATION SUBMISSION REQUIREMENTS

1.Table of Contents.

2.Executive Summary or Cover Letter.

3.Experience, Qualifications and Past Performance

4.Company / Firm Overview and Multiple Parties.

5.References.

6.Licenses.

7.Citations.

8.Subcontractors & Subsidiaries.

9.Business Questionnaire.

10.Conflict of Interest.

11.Exceptions to Contract & Existing Agreement.

12.Other.

E.TAXES

III.EVALUATION AND SELECTION CRITERIA

A.REVIEW OF QUALIFICATIONS

B.EVALUATION CRITERIA

C.LOCAL CONDITIONS AND SUFFICIENCY OF DOCUMENTS

D.ACCEPTANCE AND REJECTION OF QUALIFICATION SUBMITTALS

E.OWNERSHIP OF DOCUMENTS

F.CONTRACT NEGOTIATIONS

G.BOARD OF TRUSTEES

IV.Checklist of QUALIFICATION submission

I.purpose

A.STATEMENT OF INTENT

The City of San Antonio, Texas, acting by and through City Public Service Board (“CPSEnergy”) issues this Request for Qualifications (“RFQ”) for the purpose of solicitingQualification Submittals (“Qualification Submittals”) from companies (“Respondents”) qualified and interested in providing “Services” as further described and defined.

B.ABOUT CPSENERGY

CPSEnergy is the nation’s largest municipally owned energy utility providing both natural gas and electric service. Acquired by the City of San Antonio in 1942, CPSEnergyserves more than 765,000 electric customers and 335,000 natural gas customers in and around San Antonio (1,515 square mile service area). CPSEnergy is governed by a five-person Board of Trustees, consisting of the Mayor of the City of San Antonio and four citizens representing the four geographical quadrants of the City of San Antonio. Information about CPSEnergy’s history, operations and management is available on

C.DESCRIPTION OF PROJECT

CPSEnergy maintains a mission, guidelines, and plan regarding its non-generation production real estate (“CPSEnergy Real Estate Master Plan”). The CPSEnergy Real Estate Master Plan is evaluated and updated on an annual basis. CPSEnergy is seeking real estate services to assist CPSEnergy on as-needed basis in development, evaluation, modification and execution of CPSEnergy’s Real Estate Master Plan.

D.RFQ SCHEDULE

CPSEnergy will make a concerted effort to maintain the schedule below, but reserves the right to revise the schedule based on CPSEnergy’s business needs.

Milestone / Date
RFQ Issuance / July 26, 2017
Recommended Pre-Proposal Meeting
CPS Energy, Downtown location
145 Navarro Street
San Antonio, Texas 78205
Web Ex option available / August 8, 2017 2:00 p.m. (Central Time)
Check in by 1:30 p.m. - first floor security desk
Must bring a current, state-issued photo ID
Deadline for Respondent’s Questions / By 2:00 p.m. (Central time) onAugust 11, 2017
CPSEnergyResponses to Submitted Questions / August 15, 2017
Respondent Qualification Submittals Due / By 2:00 p.m. (Central time) onAugust 24,2017
Qualifications Evaluated / September 6, 2017
Issuance of Request for Proposals / N/A
Proposed Contract Commencement / November 1, 2017

E.CONTACT INFORMATION, QUESTIONS AND ANSWERS

During the solicitation period, the Procurement Analyst identified below shall be the sole contact for any inquiries from prospective Respondents. Any inquiries from Respondents shall be submitted in writing by electronic mail.

Randi Schultz

Procurement Analyst, Supply Chain

F.RESTRICTIONS ON COMMUNICATIONS

Respondents are prohibited from communicating with CPSEnergyemployees, representatives, staff, or Board Members regarding this RFQ during the period in which Qualification Submittals have been solicited or are being evaluated(other than the Procurement Analyst identified in Section I(E) in the designated manner). Restricted communication includes, but is not limited to, “thank you” letters, phone calls, emails, and any contact that results in the direct or indirect discussion of the RFQ. Violation of this provision by Respondents or their agents may lead to disqualification of Respondent’s Qualification Submittal.

G.QUALIFICATION SUBMITTAL COSTS

CPSEnergy assumes no liability or responsibility for the costs incurred by the Respondents for any materials, efforts or expenses required in the preparation of Qualification Submittals or in connection with presentations or demonstrations.

II.QUALIFICATION FORMATSUBMITTAL

A.PROPRIETARY DATA IN QUALIFICATION SUBMITTALS

All materials submitted to CPSEnergy are subject to the Texas Public Information Act upon receipt. If a Respondent does not want proprietary information to be disclosed, each page containing proprietary information must be identified and marked Proprietary at the time of submittal. CPSEnergy will, to the extent allowed by law, endeavor to protect such information from disclosure. The final decision as to what information must be disclosed, however, shall be determined by the Attorney General of Texas. Failure to properly identify proprietary information may result in all unmarked pages being deemed non-proprietary at CPSEnergy’s discretion and therefore made available to the public upon request. CPSEnergy endeavors to not publicly disclose the contents of any Qualification Submittals during negotiations.

B.QUALIFICATION FORMAT

Respondent must submit a text-searchable PDF (portable document format, non-zipped) of the Qualification Submittal together with supporting documentation and information requirements to the email address specified in Section I(E) on or before the RFQ response deadline identified in Section I(D).

All electronic (soft) copies shall be provided in Adobe portable document format (pdf) that is text searchable, reproduced directly from the native document (i.e. Word, Excel, MicroStation, AutoCAD). Scanned images and documents will be considered irregular and may be rejected at the sole discretion of CPSEnergy. The table of contents and the file naming convention shall mirror each other.

Please do not submit any single email containing more than 40MB of data. If the Qualification Submittal and supporting documentation contains more than 40MB of data, please contact the Procurement Analyst identified herein. CPSEnergy cannot accept zipped files.

C.PRICING

Respondents are instructed not to provide any pricing or rates at this time. CPS Energy shall procure professional services in accordance with Chapter 2254 of the Texas Government Code.

D.QUALIFICATION SUBMISSION REQUIREMENTS

Each Respondent[1] shall submit with its QualificationSubmittal the following information, organized in the following manner, for CPSEnergy’s use in evaluating Respondent’s ability to satisfactorily perform the Services. Qualification Submittals not meeting these minimum qualifications are subject to rejection.

1.Table of Contents.

A table of contents of all sections, figures, exhibits and tables of the Qualification Submittal, all of which must be bookmarked(or tabbed) on the PDF of the Qualification Submittal.

2.Executive Summary or Cover Letter.

1. A brief executive summary of the major facts or features of the Qualification Submittal, including any conclusions, assumptions, and recommendations the Respondent desires to make.
2. The name of the person(s) authorized to make representations on behalf of the Respondent (including for each person their title, address, fax number, e-mail address and telephone numbers).

3.Experience, Qualifications and Past Performance

1. A description of the Respondent’s operational history, which reflects that the Respondent has been actively performing similarServices for the past ten (10)years.
2. Information regarding past performance (schedule, guarantees, cooperation, consistent demonstration of commitment to excellence in workmanship) on similar Services provided by the Respondent for other companies within the State of Texas and elsewhere for the past ten (10) years.

1. Additional Experience & Qualifications:

Provide qualifications and experience separately for each Team member[2] that the Respondent currently has available to provide the Services.

Submit at least three (3) representative similar projects (dollar value and/or scope/size) for each Team member.

Other: Experience in marketing and selling buildings in local, regional, state, national and international settings.

1. Key Team Members:

Provide information, including years of experience, regarding all key personnel to perform the Services (“Key Team Members”).Once a Respondent has been short-listed, no changes in the Team Members will be allowed unless otherwise approved by CPSEnergy. Respondent shall notify CPSEnergy thirty days prior to any changes in their Team Members.

Identify and submit resumes for all Key Team Members.

Relevant experience, individually and collectively, in the following specific areas: International experience, knowledge of Headquarters disposition and local and regional expertise.

4.Company / Firm Overviewand Multiple Parties.

1. The name and a brief description or history of the Respondent.
2. The location of the Respondent headquarters and branch locations that will have individuals assigned to CPSEnergy.
3. If the Respondent has offices within the City of San Antonio or Bexar County, indicate the name, type (headquarters, branch, etc.), address, telephone number, number of employees, and the general nature of business undertaken at each office.
4. If the Respondent’s Qualification Submittal includes multiple firms/parties, provide the following information relating to each proposed participating member: (i) company name, (ii) business address, (iii) telephone number, (iv) year company was established, (v) ownership of company, (vi) roles and responsibilities relating to the Project and (vii) a description of participation in the Project. Identify whether the team will be structured as a corporation, limited-liability company, general partnership, joint venture, limited partnership, or other form of organization.
5. Additional Company / Firm Overview:

Provide an organizational chart and/or Key Team Member structure chart illustrating the structure of the project team as well as the organization:

5.References.

A minimum of three (3) references from the past five (5) years, from different companies which the Respondent has provided services similar to the Services identified in this RFQ, which shall include the company name, complete address, and contact person’s name and phone number for each reference submitted. A brief description of the services performed by the Respondent shall accompany each reference. In addition to the list provided, CPSEnergy reserves the right to independently contact other companies with which the Respondent has engaged in a business transaction.

6.Licenses and Certifications.

Provide a list of licenses and certificates held by the Team members, and include a statement that all other licenses and certificates required for performance of the Services will be obtained prior to award.

7.Citations.

A list of any citations, notices of violation, legal proceedings, or project terminationsthat any Federal, State, local regulatory agency or department, corporation, or individual has issued to or against the Respondent, or any employee of the Respondent while that employee was working for the Respondent, during the past three (3) years (“Citations”). For each Citation, state the nature of the Citationand the date of its resolution, together with the contact person for the Respondent who could address any questions about the matter. If there are no Citations, Respondent shall provide such a statement.

8.Subcontractors & Subsidiaries.

1. Subcontractors. Subcontractors that may perform any of the Services must be approved by CPSEnergy prior to the execution of a contract. If Respondent intends to use subcontractors, complete the Subcontracting Documents available at (search Subcontracting Documents) or complete the imbedded form.

Additionally, Respondent shall submit resumes including detailed experience of eachproposed subcontractor. All Servicesfurnished by a subcontractor in lieu of the Respondent shall be so stated in the Respondent’s Qualification Submittal.

1. Subsidiaries. Any subsidiary of Respondent that may perform any of the Services must be approved by CPSEnergy prior to execution of a contract. For any subsidiary of Respondent who will provide Services or to whom the Respondent expects to delegate any of the Services, provide the name, address, and a list of management and key personnel, including resumes showing the experience of individuals actually performing the Services. All Services furnished by a subsidiary in lieu of the Respondent shall be so stated in the Respondent’s Qualification Submittal.

9.Business Questionnaire.

The Respondent shall submit a completed Business Questionnairewith the Qualification Submittal if (i) Respondent does not have an up-to-date Business Questionnaire on record with CPSEnergy, or (ii) Respondent is not listed within the CPSEnergy’s Supplier Classification Report. Business Questionnaires shall only be considered valid for one (1) year from classification date and must be updated with a new Business Questionnaire beyond such one (1) year period.

If Respondent has performed services for CPSEnergy in the one (1) year preceding the Qualification Submittal due date and completed a Business Questionnaire at that time, Respondent shall access the Supplier Classification Report to determine whether Respondent’s business classification is current or needs updating.

The Business Questionnaire assists CPSEnergy, who is a federal contractor for reporting its contracting activity to the federal government, in identifying a Respondent’s business, if applicable, as Local, Small, and/or Diverse in accordance with the definitions/descriptions below:

Local - Any business located in the San Antonio eight-county metropolitan area as defined by the Office of Management and Budget (OMB). The metropolitan area is colloquially referred to as "Greater San Antonio" and is situated in South-Central Texas. The counties included are Atascosa, Bandera, Bexar, Comal, Guadalupe, Kendall, Medina, and Wilson Counties.

Small - A business that does not exceed the Small Business Administration's size standards, which vary by work category. Information about each category and size standard can be located by going to

Diverse - Any business which meets one of the following classifications: Women, Minority, Veteran, Historically Underutilized Business (HUB) Zone, or Service-disabled Veteran.

10.Conflict of Interest.

Respondent shall complete and submit the Conflict of Interest Attestation attached as Exhibit B.

11.Exceptions to Contract & Existing Agreement.

Respondents are instructed not to provide any exceptions to the contract with their Qualification Submittal but to wait until requested by the Procurement Analyst. The Agreement is provided so you can review and have any exceptions ready for submittal when requested by CPSEnergy. CPSEnergy shall procure professional services in accordance with Chapter 2254 of the Texas Government Code.

Subsequent to CPSEnergy granting an award, it is contemplated that there will be a period of negotiations to finalize the contract(s) between the parties.

1. Existing Service Agreement. If Respondent has a current, non-expired Agreement with CPSEnergy, either: (1) provide a copy of the relevant , or (2) reference the CPSEnergy Purchase Order related to the relevant Agreement. CPSEnergy reserves the right to negotiate a new other than that provided by or referenced by Respondent.
2. Exceptions. Unless an Agreement are provided in accordance with Section 13(a) herein, any and all exceptions to the scope of services, requirements, specifications, or the terms and conditions of the propose contract(s) must be clearly acknowledged and inserted in “tracked-changes” (red-lined) format using Microsoft Word or compatible and must accompany the Submittal. If there are no exceptions, the words, “NO EXCEPTIONS,” must be stated either on the proposed contract or in the Qualification submittal.

12.Other.

Any other information or documentation Respondent would like for CPSEnergy to review and take into consideration when evaluating the Qualification Submittal.

E.TAXES

CPSEnergy, a municipally owned electric and gas utility, is a TAX-EXEMPT ORGANIZATION. CPSEnergy is exempt from certain sales and use taxes with respect to the purchase price of materials, supplies, equipment and consumables purchased under a separate contract. CPSEnergy will provide a Sales Tax-Exemption Certificate upon request.

III.EVALUATION AND SELECTION CRITERIA

A.REVIEW OF QUALIFICATIONS

1. CPSEnergy will evaluate all Qualification Submittals based upon the evaluation criteria set forth in this RFQ. CPSEnergy may or may not issue a RFP after analysis and evaluation of the Qualification Submittals. CPSEnergy reserves the right to reject any and all Qualification Submittals, to waive minor formalities and irregularities, and to evaluate the Qualification Submittals to determine which, in CPSEnergy’s sole judgment, represents the best value for the Services requested.
2. CPSEnergy may conduct investigations, as deemed necessary, to assist in the evaluation of any Qualification Submittal and to establish the responsibility, qualifications, and financial ability of the Respondent, proposed subcontractors, and other persons and organizations who may perform the Services. The Respondent shall furnish, upon request and in a timely manner, all such data and information requested for this purpose.
3. This RFQ,nor evaluation of the Qualification Submittals,does not commit CPSEnergy to enter into a contract or proceed with the procurement of Services.
4. Respondents are advised that price will not be a factor in establishing the short-list of finalists from the response to the RFQ. The specific criteria that will be utilized in evaluating the RFP Proposals shall be described in the RFP.
5. CPSEnergy intends to evaluate the submitted Qualification Submittals and select no more than five (5) Respondents deemed most qualified to submit a response to a RFP. CPSEnergy will then solicit RFP Proposals from the short-listed Respondents. Once a Respondent has been short-listed, no changes in the Team members will be allowed.
6. Unless otherwise agreed in writing, CPSEnergy reserves the right to engage the Services of multiple Respondents and to utilize other providers for the Services described herein.

B.EVALUATION CRITERIA

CPSEnergy intends to review the Qualification Submittals for responsiveness to the requirements of this RFQ, and to evaluate all responsive Qualification Submittals according to the following criteria indicated, and further explained where applicable, below (not listed in order of importance).

1. Experience/Qualifications/Past Performance/References.Experience performing similar services similar to those described in the Project, including past performance and references.

Specific Experience criteria may include the following: