1-26-008-Q RFQ Solicitation Packet 2025-09-03.pdf

REQUEST FOR QUALIFICATIONS NO. 26-008-Q

PROCESS CONTROL SYSTEM INTEGRATOR

PRE-SUBMITTAL MEETING:

Monday, September 15, 2025, at 10:00 AM Central Time

SUBMITTALS ARE DUE PRIOR TO:

Monday, September 29, 2025, at 11:00 AM Central Time

PROPOSALS MAY BE SUBMITTED ELECTRONICALLY TO (Registration is free):

ntmwd.bonfirehub.com

DOCUMENTS MAY BE DELIVERED TO:

NORTH TEXAS MUNICIPAL WATER DISTRICT

PROCUREMENT DEPARTMENT

501 E. BROWN STREET

WYLIE, TX 75098

DOCUMENTS MAY BE MAILED TO:

PROCUREMENT DEPARTMENT

PO BOX 2408

WYLIE, TX 75098

NORTH TEXAS MUNICIPAL WATER DISTRICT CONTACT:

Nancy Leyva, CPPB nleyva@ntmwd.com

I. PURPOSE

The North Texas Municipal Water District (NTMWD) is accepting Statement of Qualifications (SOQ) in response to this Request for Qualifications (RFQ) from highly qualified, capable and experienced professional service firms to provide process control system integration for NTMWD projects. The intent of this RFQ is to complement the list of pre-qualified contractors utilized for future NTMWD projects. In addition, the pre-qualified contractors will be expected to perform maintenance activities such as instrument calibrations or control system troubleshooting when called upon.

Please follow the instructions in this RFQ. Submittals received after the stated date and time will be rejected as non-responsive. Submittals that do not meet the requirements outlined in this RFQ may, at NTMWD’’s discretion, be deemed non-responsive.

II. RFQ DURATION

The pre-qualified consultant list that will be created in response to this RFQ shall expire on September 30, 2027.

III. SCHEDULE OF EVENTS

Please find below a tentative schedule of events for this RFQ. NTMWD reserves the right, in its sole discretion, to revise the tentative schedule of events if the said revision is in its best interest.

• RFQ Release Date: September 4, 2025

• Pre-Submittal Meeting: September 15, 2025, at 10:00 A.M. Central Time

Participation will be via Webex at https://ntmwd.webex.com/join/nleyva

1-415-655-0001 or 1-844-621-3956 Access Code: 2590 090 3440

• Deadline for Questions: September 16, 2025, at 4:00 P.M. Central Time

• Submittal Due Date: September 29, 2025, at 11:00 A.M Central Time

IV. QUESTIONS

Any questions in regard to this RFQ shall be submitted via ntmwd.bonfirehub.com no later than Tuesday, September 16, 2025, at 4:00 PM Central.

V. RIGHT TO TERMINATE

NTMWD reserves the right to terminate this process at any time. No guarantee is expressed or implied that obligates NTMWD to contract for engineering or professional services for the proposed projects. NTMWD will not be liable for any costs associated with responding to this RFQ, for the firm’s participation in interviews, or any costs associated with negotiations.

VI. NO GRATUITIES

Firm shall not offer any gratuities, favors, or anything of monetary value to any official or employee of the District for the purpose of influencing this selection. Any attempt by a firm to influence the selection process by any means, other than disclosure of qualifications and credentials through the proper channel, shall be grounds for exclusion from the selection process.

VII. PREPARATION COSTS

NTMWD will not be responsible for costs incurred by anyone in the submittal of responses and interviews.

VIII. NO OBLIGATION

NTMWD reserves the sole right to evaluate the responses submitted, waive any irregularities therein, select candidates for the submittal of additional information, accept any submittal or portion https://ntmwd.webex.com/join/nleyva https://ntmwd.bonfirehub.com/ of the submittal, reject any or all firms submitting responses, or cancel the entire process.

IX. SELECTION PROCESS

A staff-led committee will review each vendor’s SOQ, contact references and, at NTMWD’s discretion, interview selected vendors. During the evaluation process, the committee reserves the right, where it may serve in NTMWD’s interest, to request additional information or clarification from the contractor, or to allow corrections of errors or omissions.

Based on the SOQ review, NTMWD reserves the right to interview some, all, or none of the contractors responding to this RFQ based solely on its judgment as to the contractor’s submittal and capabilities. NTMWD reserves the right to request and consider additional information from respondents and to reject any and all submittals on any basis without disclosing the reason. However, NTMWD reserves the right to waive the interview process.

Some services such as fiber optic cable installation, cable splicing, overhead work, boring work, ductbank work, and terminations are required for process control system networks that are of a specialized nature, or exceed the current capacity of NTMWD’s current staffing, and require the assistance of an outside contractor with the technical ability, expertise, capacity, manpower, tools, and machinery to complete the tasks in a timely and cost-effective manner.

X. EVALUATION CRITERIA

Evaluation of this RFQ will be based on the demonstrated competence and qualifications of the contractor to manage work on projects similar in nature to those of NTMWD. Firms should exhibit an understanding and capability to perform instrument verification/calibration, and control system programming for a wide range of equipment installed in many different types of situations.

Demonstrating capabilities to work in process areas and confined spaces will also factor into the review of this RFQ. Submittals must meet the information requirements described in this RFQ.

Submittals that do not follow these requirements may be deemed non-responsive and disqualified from the selection process. Audio visual materials, such as audio tapes or video tapes, will not be accepted.

SOQs submitted in response to this RFQ should comply with the requirements as described herein.

NTMWD will utilize the following evaluation criteria as the basis for evaluating the contractor’s response to this RFQ.

A. Qualifications of Firm & Team Capability 40%

Qualifications of the firm, specifically as they relate to process control systems integration, the skills, capabilities and experience of the personnel, the firm’s organization and management of personnel and the firm’s capacity to timely accept new work.

B. Recent Project Experience 40% Firm’s experience in the last ten (10) years that are relevant to the efforts described in this RFQ

C. References 20% NTMWD will consider past performance of firms on recent projects by obtaining input from references.

XI. SUBMITTAL INSTRUCTIONS

A single response document is required for consideration in this RFQ. If paper qualifications are submitted, each contractor shall submit one (1) original hard copy, including all supporting documentation. Paper submittals must clearly show RFQ 26-008-Q on the outside of the sealed envelope.

SOQs that are uploaded to ntmwd.bonfirehub.com by the specified due date and time will satisfy the submittal requirements. Technical questions regarding how to upload your submission should be directed to Bonfire support.

Submittal text shall be typed in font no smaller than 10 points, on 8.5-inch by 11-inch paper, with one-inch margins. Submittals may be either single-sided or double-sided pages and single-spaced the entire document. All Submittal sections shall be divided using numeric index tabs. All pages within these sections shall be uniquely numbered for purposes of easy reference.

The submittal shall be limited to an overall page count not to exceed twenty (20) pages. Front and back count as two (2) pages. The SOQ shall include the following information, organized as noted below.

A. Executive Summary

Provide a description of the firm including the location, contact information, primary areas of engineering and/or professional services practices. The executive summary must be signed by an authorized officer of the contractor and must include: (a) name, title, address, telephone number, and email address.

NTMWD utilizes High Performance HMI (Human-Machine Interface) techniques at each facility.

Provide ten (10) total actual project examples of High-Performance HMI graphics from the projects submitted under Recent Experience. The submitted graphics shall depict water/wastewater facilities. The ten (10) examples shall be from projects completed by the submitting firm. The examples must be real customer projects but may be independent of project references required by Paragraph IV.C.

Provide detailed CAD (Computer-aided design) drawing examples from each of the projects submitted under Recent Experience. Include the following CAD drawing examples:

• Panel elevation drawing with an open cabinet view depicting panel-mounted devices.

• PLC (Programmable Logic Controller) rack layout drawing.

• Panel wiring diagram in ladder format.

• Loop drawing sheet.

• Terminal block layout.

• PLC I/O point wiring diagram.

NTMWD requires fully commented PLC programs. Provide five (5) total pages of PLC programming code from the projects submitted under Recent Experience that depict the type of comments commonly used by the key personnel of the firm.

B. Qualifications Summary This section shall describe the roles and qualifications of each team member and key personnel.

Firms shall highlight qualifications that are directly relevant to the required qualifications listed herein. Resumes for Key Personnel (two pages or less per person) should be included, and must identify professional licenses, as applicable.

C. Organization and Management

Provide information regarding the firm’s organization and management of personnel, include the following:

• Description of project management, organizational strategy, decision-making processes, and overall management philosophy

• Organization chart depicting the reporting and control structure for the firm and a description of the role and scope of work of staff;

• Description of the quality assurance/quality control program;

• Description of projects where staff have worked together; and

• Description of the firm’s approach and philosophy towards achieving a cooperative partnership environment with the NTMWD.

D. Recent Experience Present the team’s experience relevant to performing the work. Be clear in denoting the key team members that were involved in each project that is highlighted. Only list the projects that were completed in the last ten (10) years or are currently in progress. For each such project, include (on two pages or less per project):

• name, location, scope of services, and status;

• client contact information;

• specific role of Team Members and Key Personnel; and

• discussion of how problems, unanticipated circumstances, and challenges were addressed.

E. References Provide six (6) professional references who can verify your firm’s performance.

F. NTMWD Response Forms

• RFQ Signature Form

• Vendor Supplemental Form

XII. SCOPE OF WORK

A. Background

NTMWD provides essential water, wastewater and solid waste disposal services to over 2 million residents across 10 counties in the North Texas region. NTMWD has been providing wholesale water services to communities in the region since 1956.

As these communities have grown in population, the regional water system has grown in scope and complexity to reliably meet their needs. NTMWD provides wholesale, treated water for up to 80 cities, towns, communities, special utility and water districts. NTMWD operates seven water treatment plants – over 940 MGD capacity, over 695 miles of transmission pipelines, twenty major raw and treated water pump stations, and over 80 city delivery points.

In 1972, in response to requests from the cities and communities we serve, NTMWD expanded its services to include wastewater collection and treatment. Consolidating smaller municipal wastewater plants into a regional system reduced costs for participating cities and streamlined operations. Today, the effective treatment and purification of wastewater is a key way we are helping to meet the future water needs of the region. NTMWD operates 13 wastewater treatment plants with over 163 million gallons per day (MGD) treatment capacity, 10 interceptor systems with over 240 miles of large diameter pipelines, and 24 lift stations.

In 1979, again due to customer requests, NTMWD expanded its services to include solid waste disposal. Participating cities collect and deliver municipal solid waste to one of NTMWD’s three transfer stations or the landfill located in Collin County. From the transfer stations, staff transport the waste to the regional landfill. NTMWD operates three transfer stations and processes 3,295 combined permitted tons daily resulting in over 1 million tons/year accepted at the landfill.

Interested contractors are encouraged to visit http://www.ntmwd.com to gain familiarity with the nature of NTMWD facilities that may be serviced by this request for qualifications.

B. Project Overview Through this RFQ process, NTMWD intends to complement its current shortlist of process control system integrators (PCSI) to participate in new projects at any of the NTMWD facilities. Also, the shortlisted firms shall be listed in the bid documents for Capital Improvement Plan (CIP) projects.

The shortlisted firms may be asked to complete work that involves a variety of trades including, but not limited to: Instrument installation, instrument verification, instrument calibration, instrument repair (including identifying replacement equipment, generating bill of material lists, ordering equipment, and replacing equipment), troubleshooting loops, programming human-machine interface (HMI) servers / workstations, programming programmable logic controllers (PLCs), providing/configuring/installing telecom equipment (radios, etc.), programming operator interfaces, providing operational technology (OT) support services, including networking and cybersecurity, and occasionally providing information technology (IT) support functions.

It is expected, but is not guaranteed, that firms will have several opportunities a year to complete operations projects for which firms qualify through the RFQ process.

C. Qualifications

Responsive contractors shall meet the following qualifications:

1. The process control system integrator shall be a "systems house," regularly engaged in the design and installation of control and instrumentation systems and their associated subsystems as they apply to the municipal water or wastewater industry. For the purposes of this solicitation, a "systems house" shall be interpreted to mean an organization that complies with all of the following criteria:

i. PCSI employs a full-time registered professional Control Systems Engineer or Electrical Engineer in the state of Texas to supervise or perform the work required by this solicitation.

ii. PCSI employs an adequate number of full-time degreed engineers and technicians who have a minimum of ten (10) years’ experience working on projects and systems of similar complexity.

iii. PCSI employs at least one (1) full-time professional dedicated to Quality Assurance/Quality Control (QA/QC Manager).

iv. PCSI employs personnel on this project who have successfully completed a manufacturer’s training course on the hardware configuration and implementation of the specific programmable controllers, computers, and software used by NTMWD.

v. PCSI personnel on this project who has successfully completed Cisco Certified Network Associate (CCNA) or equivalent certification on switching, routing, security, etc. The CCNA certified personnel shall perform all network configuration required for each designated project.

vi. PCSI capable of furnishing IT services including performing and supporting IT and related networking/communications project requirements.

vii. PCSI has been in the water or wastewater industry performing the type of work specified in this specification section for a minimum of ten (10) continuous years.

viii. PCSI has successfully completed at least ten (10) projects of similar complexity in the last five (5) most recent years.

ix. PCSI has been in business under the same ownership and management for a minimum of ten (10) years.

x. PCSI has adequate financial resources to successfully execute the work.

xi. PCSI has the ability to furnish a 100 percent performance and payment bond for the PCSI’s portion of the work.

xii. PCSI currently maintains adequate insurance coverage including a minimum of a $5,000,000 Umbrella Policy and $2,000,000 Professional Design Liability coverage.

xiii. PCSI shall maintain a local fully equipped office/production facility in the North Texas area with full-time employees capable of fabricating, configuring, installing, calibrating, troubleshooting, testing and maintaining the types of systems specified herein.

xiv. PCSI currently maintains a minimum of ten thousand (10,000) square feet of environmentally controlled spaced dedicated to the production, assembly and checkout of custom control panels. Organization must be a certified UL-508A control panel facility.

xv. PCSI has full-time qualified maintenance and repair personnel and equipped service facility within one-hundred (100) miles of the Wylie Water Treatment Plant capable of reaching the facility within 24 hours.

xvi. PCSI currently maintains a standalone “Service Department/Division” with a proven history of actively pursuing and executing on-going maintenance service contracts including emergency services 24/7. Organizations which do not have a history of providing and successfully maintaining on-going support services shall not be considered for selection.

xvii. PCSI shall have an Electrical Contractor’s license in the State of Texas.

xviii. Staff proposed shall have the following specific minimum factory certifications:

• Allen-Bradley Control Logix PLC, Compact Logix PLC, and FactoryTalk SE Suite.

• Rockwell Automation FactoryTalk server, workstation, historian and web server programming and integration.

• Cisco Ethernet switches, firewalls, and routers.

• Certified Rockwell Automation Process System Integrator.

• Modicon Programming utilizing Unity and EcoStruxure Control Expert programming software.

2. The contractor shall demonstrate the ability to maintain, calibrate, diagnose, and repair controllers and data acquisition systems. This includes systems in the range of 4-20 mA, including but not limited to, motor control centers, motor controls, machine controls, automatic transfer switches, electrical machines, variable frequency drives, electrically operated valves, constant speed drives, valve actuators, limit switches, transformers, circuit breakers, motor starters, uninterrupted power supplies, emergency generator systems, lighting and receptacle circuits, battery chargers, AC and DC circuits and many other similar electrical devices.

3. The contractor shall adhere to the requirements of NTMWD’s SCADA (Supervisory Control and Data Acquisition) Security Program. No remote connections shall be allowed on the SCADA system networks. Local responses are expected.

D. PROJECT OBJECTIVES

The contractor shall provide instrumentation/control services, and project management for each awarded task. The contractor shall be responsible for coordinating all work to complete the project.

Potential projects could include the following categories:

1. Instrumentation

i. Provide process verification for the following instruments but not limited to (Contractor shall supply labor and testing equipment):

• Temperature elements and transmitters

• Pressure elements and transmitters

• Level elements and transmitters

• Flow elements and transmitters

• Motion elements and transmitters

• Analytical elements and transmitters

• Displays and converters

• Gas Detection elements and transmitters

ii. Provide calibration for the following instruments but not limited to (Contractor shall supply labor and testing equipment):

• Temperature elements and transmitters

• Pressure elements and transmitters

• Level elements and transmitters

• Flow elements and transmitters

• Motion elements and transmitters

• Analytical elements and transmitters

• Displays and converters

iii. Repair and replacement service may include any or all of the following (Contractor shall supply labor and materials):

• Identifying replacement equipment and generating Bill of Materials

• Procurement of required replacement equipment as requested by NTMWD

• Repair and/or replace equipment

iv. Provide troubleshooting services which may include any or all of the following:

• Verify field wiring between PLCs, relays, surge protective devices (SPDs), terminals, and end devices

• Verify end device configuration

• Verify end device installation

E. CONTROLS

Provide programming for the Rockwell Automation FactoryTalk View HMI and OPC servers including graphics and reporting.

1. Provide programming for the following PLC’s:

i. Allen-Bradley/Rockwell Automation Systems

ii. Programmable Logic Controller Logix Series

iii. Small Logic Control Series 500 (SLC 505, 504, 503, 502 and 501)

iv. Schneider Electric Modicon Suite

v. Siemens Systems

2. Provide programming for the following HMI’s:

i. Allen-Bradley/Rockwell Automation PanelView Systems

ii. FactoryTalk View SE and ME

iii. Schneider Electric/Square-D Systems

iv. Vijeo Designer

3. Database configuration and modification for the following:

i. Microsoft Products

ii. Hach WIMS

iii. XL Reporter

F. NETWORKING

1. Provide operational technology (OT) support Services:

i. Command line configuring of Cisco Network Equipment (CISCO IOS)

ii. Network testing, troubleshooting and repair

iii. Network analysis

iv. Replacement and configuration for network devices including:

• Network Switches (Layer 1, Layer 2 and Layer 3)

• Routers

• Firewalls

v. Communication Protocols

vi. Ethernet

vii. Ethernet/IP

viii. CIP

ix. Modbus TCP

x. Modbus

xi. DeviceNet

xii. ControlNet

xiii. DH+

xiv. DF1

xv. Configuration of the CISCO Identity Services Engine (ISE)

xvi. Configuration of Solar Winds

2. Replacement or configuration of radio devices:

i. GE MDS

ii. Phoenix Contact Radio products

3. Cybersecurity

i. Active directory analysis and configuration

ii. Vulnerability Assessment

iii. Incident response services

G. ONSITE TRAINING

Provide in-person instruction to plant staff on the following:

• Calibrating instruments

• Reading P&IDs, control loops, and wiring diagrams

• Verifying instruments and control loops

• Troubleshooting instruments and control loops

• Programming PLCs

• Programming HMIs

• Using calibration database software

• Network Training

• Cybersecurity Training

The contractor may be required to prepare a video of each training class and submit a copy to NTMWD for its future use.

[END OF SECTION]

RESPONSE FORMS

RFQ SIGNATURE FORM

The undersigned agrees that this SOQ becomes the property of the North Texas Municipal Water District (“NTMWD”) after the official opening of this RFQ.

Respondent represents that it has read the RFQ documents in their entirety and understands the scope of work contained in the RFQ documents.

Respondent represents that this SOQ has not been prepared in collusion with any other Respondent or any employee of NTMWD and that the contents of this SOQ have not been communicated to any other Respondent or to any employee of NTMWD prior to the official opening.

Respondent affirms that Respondent has read and understands the RFQ and any attachments contained in this package. Failure to sign and return this form may result in the rejection of the entire SOQ.

AUTHORIZED REPRESENTATIVE

Signature: _____________________________________________________ Title: _____________________________________________________ Date: _____________________________________________________ Printed Name: _____________________________________________________

COMPANY INFORMATION

Name of Company: _____________________________________________________ Address: _____________________________________________________

Tel. No: _____________________________________________________ E-Mail Address: _____________________________________________________

THIS FORM MUST BE SIGNED IN ORDER FOR THE RFQ SUBMITTAL

TO BE CONSIDERED RESPONSIVE.

VENDOR SUPPLEMENTAL FORM

1. In what state was your business formed?

2. Provide the following information for the person authorized to execute contracts on behalf of your organization:

Name Title

Mailing Address City State Zip

3. Provide the following information for the contact person authorized to implement this contract on behalf of your organization:

Name Title

Mailing Address City State Zip

4. Provide the following information for the person authorized to receive notices and communications regarding this contract on behalf of your organization:

Name Title

Mailing Address City State Zip

5. Select and complete one of the following:

a. Sole Proprietorship

Legal name of Sole Proprietor:

Business Address:

City State Zip

b. General Partnership Legal name of Partnership:

Business Address:

City State Zip

c. Limited Partnership

Legal name of Limited Partnership:

Names of General Partners:

Business address:

City State Zip

d. Corporation Legal name of Corporation:

Business Address

City State Zip

e. Limited Liability Company Legal name of Limited Liability Company:

Business Address

City State Zip

f. Other Entity (not listed) Legal name and type of Company:

Business Address

City State Zip

6. a. Are you a publicly traded business? No Yes – where traded:

b. Are you a wholly owned subsidiary of a publicly traded business?

No Yes; which publicly traded business?

In signing this form, I acknowledge that I have read the above and state that the information contained therein is true and correct.

Signature: Date:

Print Name: Print Title:

REFERENCES

References shall be from customers for whom your firm has provided the same services in similar size and scope as NTMWD needs specified in this RFQ request within the past five (5) years. Inaccurate, obsolete, or negative responses from the listed references may result in the rejection of your submittal. References will be checked by NTMWD. Additional pages may be attached, if needed.

1. GOVERNMENT/COMPANY NAME:_____________________________________________________

ADDRESS:_________________________________________________________________________

CONTACT PERSON & TITLE:__________________________________________________________

PHONE NUMBER & EMAIL ADDRESS:__________________________________________________

DATE(S) OF SERVICE:_______________________________________________________________

SCOPE OF WORK:__________________________________________________________________

2. GOVERNMENT/COMPANY NAME:_____________________________________________________

ADDRESS:_________________________________________________________________________

CONTACT PERSON & TITLE:__________________________________________________________

PHONE NUMBER & EMAIL ADDRESS:__________________________________________________

DATE(S) OF SERVICE:_______________________________________________________________

SCOPE OF WORK:__________________________________________________________________

3. GOVERNMENT/COMPANY NAME:_____________________________________________________

ADDRESS:_________________________________________________________________________

CONTACT PERSON & TITLE:__________________________________________________________

PHONE NUMBER & EMAIL ADDRESS:__________________________________________________

DATE(S) OF SERVICE:_______________________________________________________________

SCOPE OF WORK:__________________________________________________________________

4. GOVERNMENT/COMPANY NAME:_____________________________________________________

ADDRESS:_________________________________________________________________________

CONTACT PERSON & TITLE:__________________________________________________________

PHONE NUMBER & EMAIL ADDRESS:__________________________________________________

DATE(S) OF SERVICE:_______________________________________________________________

SCOPE OF WORK:__________________________________________________________________

5. GOVERNMENT/COMPANY NAME:_____________________________________________________

ADDRESS:_________________________________________________________________________

CONTACT PERSON & TITLE:__________________________________________________________

PHONE NUMBER & EMAIL ADDRESS:__________________________________________________

DATE(S) OF SERVICE:_______________________________________________________________

SCOPE OF WORK:__________________________________________________________________

6. GOVERNMENT/COMPANY NAME:

ADDRESS:

CONTACT PERSON & TITLE:

PHONE NUMBER & EMAIL ADDRESS:

DATE(S) OF SERVICE:

SCOPE OF WORK:

7. GOVERNMENT/COMPANY NAME:

ADDRESS:

CONTACT PERSON & TITLE:

PHONE NUMBER & EMAIL ADDRESS:

DATE(S) OF SERVICE:

SCOPE OF WORK: