1412236078 Appendix C - Evaluation Matrix.xlsx

CONTRACTOR Bid Evaluation

(Reject) Minimum Qualifications (Accept/Reject)

Professional Staff Experience

Four (4) key primary team member resumes will be evaluated. Primary resumes shall be two (2) pages maximum. Resumes must state education, years of experience, office location, licenses/certifications, which reference projects they worked on including the role on that project, brief description of role on this project, key professional roles and/or publications further demonstrating depth of relevant experience. Resume Titles Depth of Experience

Analyze past project experience, technical abilities, publications, and overall capabilities.

(0 - 5 points) Years of Experience

1 Point for every 4 years of relevant experience, up to 20 years Formula = (# of Years / 4)

(0 - 5 points) Professional Licensing

5 Points for Florida PE License for Engineering roles, 0 points for no Florida PE 5 points for PMP or PE License for Manager roles, 0 points for no PMP or PE

Design Approach and Work Plan

The Respondent shall provide a document describing the following:

1.

2. Respondent's work plan to complete the project successfully and meet JEA's milestones. The work plan shall provide a detailed and logical sequence of work and describe a detailed breakdown of key personnel and equpiment resource allocation/planning for all tasks associated to the work plan (start-to-finish).

Company Experience and Performance

The Respondent shall provide a summary of three similar projects. The examples should be able to demostrate that the Team's experience and knowledge qualify them to complete the necessary work in a succesfull manner.

1. Proposer should identify whether any of the proposed Team Members worked in key roles in the projects.

2. Proposer should provide detailed information to describe how Proposer managed the engagements to realize project budgetary goals, timetables, and quality control objectives.

3. Proposer should describe any working relationship with subcontractors that will be used for this project. 30 Reference #1

(10 points) Highly relevant experience including "PM to update this information with important project specific details that are needed for each project. For example, copper pipe bending, specific foundations needed for this project, working in residential areas, specific permits needed that are already identified at project onset, greenfield vs brownfield projects, etc.". Fully reflects the scope and complexity of this project.

(8-10 points) Some relevant experience, but does not fully reflect the scope or complexity of this project.

(5-7 points) Minimal to no comparable experience to the scope and complexity of this project.

(10 points) Highly relevant experience including "PM to update this information with important project specific details that are needed for each project. For example, copper pipe bending, specific foundations needed for this project, working in residential areas, specific permits needed that are already identified at project onset, greenfield vs brownfield projects, etc.". Fully reflects the scope and complexity of this project.

(8-10 points) Some relevant experience, but does not fully reflect the scope or complexity of this project.

(5-7 points) Minimal to no comparable experience to the scope and complexity of this project.

(10 points) Highly relevant experience including "PM to update this information with important project specific details that are needed for each project. For example, copper pipe bending, specific foundations needed for this project, working in residential areas, specific permits needed that are already identified at project onset, greenfield vs brownfield projects, etc.". Fully reflects the scope and complexity of this project.

(8-10 points) Some relevant experience, but does not fully reflect the scope or complexity of this project.

(5-7 points) Minimal to no comparable experience to the scope and complexity of this project.

(0-4 points) 10

Schedule

The Respondent shall provide a detailed preliminary project schedule that includes a comprehensive and realistic task breakdown, including clear durations, dependencies, and resource allocation. Clearly identifies key project milestones, aligns with critical path, and ensures adherence to JEA milestone and outage dates.See JEA Techinical Specifications - Specific Instructions for JEA Milestones. 15 Evaluate:

*Schedule provided by the bidder.

*Start Date is __/__/____ *10% Design by __/__/____ *30% Design by __/__/____ *60% Design by __/__/____ *90% Design by __/__/____ *Final Design by __/__/____ *Outages in the Fall and Spring Months *Desired ISD date is __/__/____

(15 points)

Safety

Jacksonville Small Emerging Business (JSEB)

JEA will award points for utilizing a Jacksonville Small Emerging Business (JSEB) in the performance of the initial design scope of work. This can include surveying, SUE, geotechnical engineering, permitting, and design tasks. Future JSEB participation may be required for construction services, to be determined by JEA and the bidder during design. At this time, do not include JSEB participation for construction. Points will be assessed based on the percentage of work to be subcontracted to a JSEB firm for the initial design scope of work only. The bidder is to indicate the percentage of work that they will subcontract to a JSEB firm in their proposals. Submissions missing required information will be scored lower. 5 Evaluate:

*Overall JSEB commitment *Bidder = JSEB, award 5 Points *Subcontractor is JSEB at ≥ 5%, award 4 points *Subcontractor is JSEB at ≥ 4%, award 3 points *Subcontractor is JSEB at ≥ 3%, award 2 points *Subcontractor is JSEB at ≥ 2%, award 1 point *Subcontractor is JSEB at ≥ 1%, award 0 points (5 points) Bidder = JSEB, award 5 Points

(5 points) Subcontractor is JSEB at ≥ 5%, award 4 points

(4 points) Subcontractor is JSEB at ≥ 4%, award 3 points Subcontractor is JSEB at ≥ 3%, award 2 points Subcontractor is JSEB at ≥ 2%, award 1 point Subcontractor is JSEB at ≥ 1%, award 0 points

(0-3 points) 5

Total points 100

Brandy Branch to Normandy

(Reject)

Professional Staff Experience

Four (4) key primary team member resumes will be evaluated. Each resume shall be two (2) pages maximum. Resume must state education, years of experience, office location, licenses/certifications, which reference projects they worked on including the role on that project, brief description of role on this project, key professional roles and/or publications further demonstrating depth of relevant experience. 15 Resume Titles Depth of Experience

Analyze past project experience, technical abilities, publications, and overall capabilities.

(0 - 5 points) Years of Experience

1 Point for every 4 years of relevant experience, up to 20 years Formula = (# of Years / 4) (0 - 5 points) Professional Licensing

5 Points for Florida PE License for Engineering roles, 0 points for no Florida PE 5 points for PMP or PE License for Manager roles, 0 points for no PMP or PE

(0 - 5 points) Professional Staff Experience Average Score

Similar Project Experience

This criterion assesses the bidders past work experience, by grading three (3) similar projects. The bidder shall have successfully completed (as the engineering firm, contractor, or both), or be in the performance of completing, three (3) similar Substation Engineering, Procurement, and Construction projects within the past ten (10) years ending on 9/18/2026. A similar project is defined as the following:

Respondents that are working, or have worked for JEA in the past 2 years, involving work that meets the above criteria, must submit JEA as a reference. Should the supplier have more than two JEA projects within the defined period, supplier’s response shall only be composed of two (2) JEA projects, and the remainer in other non-JEA projects, unless only JEA projects can meet the requirements.

Provide the project reference company name, contact, phone, and email on the Minimum Qualification Form provided in Appendix B – Response Forms. Please also provide:

Fully reflects the scope and complexity of this project

(8-10 points) Some relevant experience, but does not fully reflect the scope or complexity of this project.

(5-7 points) Minimal to no comparable experience to the scope and complexity of this project.

Fully reflects the scope and complexity of this project

(8-10 points) Some relevant experience, but does not fully reflect the scope or complexity of this project.

(5-7 points) Minimal to no comparable experience to the scope and complexity of this project.

Fully reflects the scope and complexity of this project

(8-10 points) Some relevant experience, but does not fully reflect the scope or complexity of this project.

(5-7 points) Minimal to no comparable experience to the scope and complexity of this project.

(0-4 points) 10

Project Schedule

This criterion assesses the completeness and clarity of the proposed project schedule. The bidder must provide an overall detailed design, permitting, material procurement, and construction schedule. The schedule should reflect the interfaces between key workgroups, disciplines, or crafts involved in the execution of the project and identify the critical path. The schedule should demonstrate realistic planning, dependencies, and effective time management to meet JEA’s milestone dates and outage time frames identified in the technical specifications. Incomplete or unclear schedules may result in lower evaluation scores. Some points will be awarded based on how close the bidder can meet an in-service date of 12/22/2028. If selected, JEA will hold the bidder to their indicated in-service date, and liquidated damages will be enforced if the date is not met. 20 Evaluate:

*Schedule provided by the bidder.

*Start Date is 1/4/2027 *10% Design by 2/19/2027 *30% Design by 4/16/2027 *60% Environmental Checkpoint by 9/20/2027 *90% Design by 9/17/2027 *Final Design by 10/1/2027 *Outages in the Fall and Spring Months *Desired ISD date is 12/22/2028 (20 points)

Comprehensive and realistic task breakdown, including clear durations, dependencies, and resource allocation. Clearly identifies key project milestones, aligns with critical path, and meets JEA's milestones/ISD or identifies a realistic ISD

(15 - 20 points) Adequate breakdown of tasks, durations, and dependencies with some level of detail. Milestones are identified but may lack clarity or lack full alignment with the critical path. The schedule meets JEA's milestones and ISD or identifies a realistic ISD.

(8 - 14 points) Incomplete or unrealistic task breakdown with unclear durations and dependencies. Key milestones are missing or poorly defined, and the schedule does not align with critical project phases. The timeline fails to meet JEA's ISD or offers no alternate ISD.

(0 - 7 points) 20

Design Approach

This criterion assesses how the bidder will design/ manage the project and will evaluate the engineering firm's overall capabilities. The bidder shall demonstrate full understanding of the project scope for designing the new electric substation. There should be a clear layout of how the bidder will approach the project from start to finish. The bidder will need to demonstrate the process that they will use to procure all needed materials and equipent in time for construction. There should be a clear indication of what staff the engineering firm will provide, their organization’s structure, and why they would be the best fit for executing this project successfully for JEA. 15 Evaluate:

*Overall design plan *Anticipated design and management staff, and organization's structure *Material lead times to sucessfully complete the project on or before the ISD *Demonstrated clear understanding of project scope (20 points) Comprehensive design plan that demonstrates how the project will be designed and managed from start to finish. Clear indication and details of available design, support, and management staff along with an organization structure. Demonstrates a clear and well thought out process that will be used to procure all structures, conductor, and framing materials. Demonstrates clear understanding of project scope.

(12 - 15 points) Adequate design plan that demonstrates how the project will be designed and managed from start to finish. Provides some details for available design, support, and management staff along with an organization structure. Demonstrates an acceptable process that will be used to procure all structures, conductor, and framing materials. Demonstrates basic understanding of project scope.

(8 - 11 points) Incomplete or inadequate design plan that demonstrates how the project will be designed and managed from start to finish. Provides sminimal or no details for available design, support, and management staff along with an organization structure. Does not demonstrate a process that will be used to procure all structures, conductor, and framing materials. Lacks basic understanding of project scope.

(0 - 7 points) 15

Construction Approach and Resource Availability

This criterion assesses whether the proposal fully addresses clear, complete responses to the scope of work to include demonstration of resource availability to complete the work in accordance with the schedule. The bidder will need to demonstrate and prove that they can successfully construct the proposed project. The bidder may include a presentation of prior work that demonstrates appropriate staffing and equipment levels to meet a project schedule. Submissions missing required information or failing to comply with instructions may be scored lower. 15 Evaluate:

*Overall support plan *Anticipated staff to sucessfully complete the project on or before the ISD *Anticipated equipment to sucessfully complete the project on or before the ISD (20 points) Provides a detailed and logical sequence of work and detailed breakdown of resource allocation that will be used for project construction to maintain all milestones.

(12 - 15 points) Provides a generic sequence of work or lacks details and basic outline of resources allocation that will be used for project construction.

(8 - 11 points) Provides no sequence of work or lacks an outline of resources allocation that will be used for project construction.

(0 - 7 points) 15

Jacksonville Small Emerging Business (JSEB)

JEA will award points for utilizing a Jacksonville Small Emerging Business (JSEB) in the performance of the initial design scope of work. This can include surveying, SUE, geotechnical engineering, permitting, and design tasks. Future JSEB participation may be required for construction services, the amount to be determined by JEA and the bidder during design prior to development of the 60% GMP. At this time, do not include JSEB participation for construction. Points will be assessed based on the percentage of work to be subcontracted to a JSEB firm for the initial design scope of work only. The bidder is to indicate the percentage of work that they will subcontract to a JSEB firm in their proposals. Submissions missing required information will be scored lower. 5 Evaluate:

*Overall JSEB commitment *Bidder = JSEB, award 5 Points *Subcontractor is JSEB at ≥ 5%, award 4 points *Subcontractor is JSEB at ≥ 4%, award 3 points *Subcontractor is JSEB at ≥ 3%, award 2 points *Subcontractor is JSEB at ≥ 2%, award 1 point *Subcontractor is JSEB at ≥ 1%, award 0 points (5 points) Bidder = JSEB, award 5 Points

(5 points) Subcontractor is JSEB at ≥ 5%, award 4 points

(4 points) Subcontractor is JSEB at ≥ 4%, award 3 points Subcontractor is JSEB at ≥ 3%, award 2 points Subcontractor is JSEB at ≥ 2%, award 1 point Subcontractor is JSEB at ≥ 1%, award 0 points

(0-3 points) 5

Total points 100