CONSULTANT SELECTION GUIDELINES

For

DALLAS WATER UTILITIES

Revised February 27, 2026

For Professional Services contracts more than $100,000:

2. Statement of Qualifications will be evaluated based on the following rating criteria:

3. The following information shall be submitted with the SOQs and shall include:

A. Qualifications of engineering firms will be evaluated by committees consisting primarily of licensed professional engineers. The screening committee may also have a representative from the Office of Procurement Services.

B. The screening committee will evaluate SOQs and short list firms for further consideration. The screening committee will categorize firms according to the qualifications presented.

The categorization of firms will be determined from evaluation of the information presented in the SOQs.

C. The screening committee will forward their categorization to the director. Firms will be shortlisted by the director or her/his designee and invited to interview.

A selection committee composed primarily of licensed professional engineers and/or assistant directors (members will be different from screening committee members) will evaluate the SOQs of short-listed firms. The selection committee may also include a representative from the Office of Procurement Services. Interviews will be conducted by the selection committee. The consultant may use handouts, flip charts, slides, projectors, video equipment, etc.; however, the consultant is solely responsible for furnishing all equipment and ensuring compatibility with the selection location (outlet availability, ceiling height, lighting, etc.).

D. The selection committee will evaluate the firms based on their SOQs and interviews and forward a recommendation to the department director for selection.

E. The director or her/his designee has sole authority for final determination of the firm to be selected to perform the engineering services.

REQUIREMENTS FOR STATEMENTS OF QUALIFICATIONS (SOQs)

Please read these requirements carefully. Statements of Qualifications which do not comply with these requirements will be deemed non-responsive and the firm will not be considered for the project.

1. Answer the questions on the Engineering Consultant Screening Questionnaire. The questions should be answered in the same order in which they are listed.

2. On questions where a response form is provided, the response must be on the supplied form or in a format identical to the supplied form which is then incorporated into the document. If the firm has not performed work for the City of Dallas in the past three years, the form must be included in the SOQ indicating no work with the City of Dallas. The form may be shortened to eliminate excess rows or lengthened to add rows to present the firm’s work accurately. If the firm has no work with Dallas, provide information for a minimum of three projects with other clients. Additional information may be supplied for other client projects, if desired, but is not required. If this additional information is provided, the form should be duplicated. Do not mix City of Dallas work on the same form with work for other clients.

3. Statements of Qualifications must be on 8 ½” by 11” paper using a minimum font size of 10 point. The cover should indicate the name of the project, contract number assigned to the project, the date, and the name of the Prime Firm. Additional information may be provided on the cover if desired.

4. Statements of Qualifications are limited to a maximum of 40 pages. All pages with the exception of the front cover, the back cover and qualified divider sheets will be counted in the 40 pages. In order to be considered a qualified divider sheet, the page may have a description (i.e. Project Team, Experience, etc.) or a numeral on the divider sheet only. Divider pages which have photos, graphics, text, etc. will be counted as pages. Resumes and/or brochures will be included in the page count. Cover letters (if bound into the SOQ) will be included in the page count. Acknowledgement of Addenda will not be included in the page count.

5. An electronic version of the Statement of Qualifications (SOQ must be uploaded in Bonfire.

6. Statement of Qualifications will be deemed non-responsive, and the firm will not be considered for the project for the following:

7. All addenda must be acknowledged by completing the Acknowledgement of Addendum form.

8. Any question related to the project must be submitted in Bonfire.

9. The Project Manager will pre-screen all SOQs before the Screening Committee review. If any of the requirements listed above are not met, the SOQ will be deemed non-responsive, and SOQs immediately returned to your firm.

ENGINEERING CONSULTANT SCREENING QUESTIONNAIRE

Please provide answers to the following questions in the order they are listed:

1. Describe your firm’s office resources and capabilities within the DFW Metroplex. Identify staffing size and areas of expertise in Dallas and other locations for the Prime firm. Identify additional non-local resources or resources of major subconsultants required for this project. Would you or a subconsultant team member have to hire additional personnel in order to complete this project in a timely manner? If so, identify the type of personnel (Engineers, Technicians, etc.) and the number of each type. Indicate the information for only the Prime firm. Additional information may be provided, if desired, by duplicating the form to submit similar information on subconsultants or to provide composite staffing and areas of expertise of the proposed team (Prime and subs) in addition to the form for Prime firm staffing.

2. What is your firm’s current workload/backlog of work for proposed project members or staff in the water/wastewater/stormwater or environmental area of expertise?

3. Briefly describe your firm’s history of meeting schedule deadlines and keeping within the established construction budget. What is the accuracy if your firm’s estimate compared to the actual bid price for projects? Include your firm’s percentage of change orders on water, and wastewater or stormwater (as applicable) construction projects during the past 3 to 5 years.

4. Briefly discuss any current or prior litigation within the past 20 years involving municipal projects, specifically identifying any litigation with the City of Dallas. This should include design related issues, construction, and construction management related issues. In addition, any expert opinions, expert witness testimony, reports, or other services prepared for any party involved in litigation or a claim against the City of Dallas should be indicated and briefly explained.

5. Does your firm or any of the proposed team members have current or pending contracts or obligations that could pose a potential conflict of interest? This includes involvement of any firm or individual in construction claims issues, customer cities contract issues, water supply/water rights issues, wastewater effluent issues, etc., involving the City of Dallas in any manner.

6. Provide a listing of all projects that your firm has performed for the City of Dallas in the last 3 years on the form provided. Fill in all the information.

7. Does your firm use an AutoCAD or MicroStation based CADD system? Does your firm use other specialized computer applications that would enhance the quality of, or specific issues related to this project? (Is this necessary?)

8. Briefly describe your firm’s specific work experience and specialized project experience on projects similar to the one described in the preliminary scope of work. Use the form provided (Recent Project Experience Form – Prime), clearly indicating your firm’s relevant experience as a prime consultant or as a subconsultant. Relevant experience which you would like considered for proposed subconsultant team members should be listed on the subconsultant form (Recent Project Experience Form – Subconsultant), clearly indicating the firm which performed the work. Specify which specific individuals on your team were involved in each project and their role on the referenced project.

9. Indicate all firms proposed as subconsultant or vendors on this project. Indicate the type of work to be performed by each firm (geotechnical, structural design, survey, pipeline design, process design, drafting/CADD, etc.). Also indicate the type(s) of work to be performed by the Prime firm. What is the total percentage of work that the Prime firm expects to perform on the project?

10. Provide an organizational chart showing the structure of the proposed team and the roles of the proposed project personnel. Indicate which firm on the design team employs each person that is shown. Indicate team personnel that are not from local offices.

11. Briefly describe your firm’s approach to this project. The approach should be a minimum of 3 pages of the Statement of Qualifications. You may provide your firm’s general approach of projects of this nature; however, the approach should specifically address issues, concerns, methodology, etc. that may be important on this project and indicate your firm’s suitability for the project.

12. Provide a suggested time schedule for this project. If a schedule is indicated in the preliminary Scope of Work, identify differences with your suggested schedule, if any, and provide a brief explanation of the differences.

13. Provide brief resumes indicating relevant experience of the following personnel:

a) Project manager

b) Quality control members

c) For facility projects, lead person in each discipline (structural, process, mechanical, instrumentation, etc.). For pipeline/other projects, lead design engineers(s)

d) For facility projects, briefly provide the industrial electrical design experience on large water, wastewater, and stormwater facilities for the lead electrical design engineer.

e) Specialized experience, if applicable (i.e., surge analysis, environmental evaluation, special process considerations, etc.)

14. If desired, provide any additional information that will reflect your firm’s qualifications to complete this project successfully.

OFFICE STAFFING FORM

Dallas Staff Only

PEs

EIT/Graduates

Technical

Administrative

Survey

Other

Total Dallas

Texas Staff Only

PEs

EIT/Graduates

Technical

Administrative

Survey

Other

Total Dallas

INSTRUCTIONS FOR PROJECT EXPERIENCE FORM

These instructions have been revised. Please read carefully.

1. Experience indicated should be relevant to the project for which the Statement of Qualifications (SOQ) is being submitted.

2. The Prime Firm is the firm proposed as the prime of the project for which the SOQ is being submitted.

3. Only the experience of current employees of the Prime Firm should be indicated on the form for the Prime Firm.

4. The Client information should include the name of the organization, its address, and the name and telephone number of a contact person who is familiar with the project indicated. The Prime firm is responsible for the accuracy of contact information. Experience may not be considered if the contact person indicated cannot be contacted. For work performed as a subconsultant, the client and contact may be either the Owner (City, County, or other agency commissioning the work) or the prime firm for which the prime worked as a subconsultant on that project. If the prime firm is indicated as the client, please indicate the name of Owner agency in parenthesis. Also indicate the year design began and the stage of the project: under design, design complete, under construction, or construction complete. If construction has started, indicate the year construction has started or finished.

5. Under the column labeled Prime or Sub, indicate “Prime” for each project for which your firm was the prime consultant on that project and “Sub” for each project for which your firm was a sub consultant. Use “Other Prime” for projects for which a current employee of the Prime firm gained experience while working for a previous employer who was the prime consultant on the project referenced. Use “other sub” for projects for which a current employee of the Prime firm gained experience while working for a previous employer who was a sub consultant on the project referenced.

6. In the project description column, indicate the project name, location (plant name, etc.), and a brief description of the work for which your firm was responsible. If your firm was a subconsultant, the overall project can be referenced for clarity; however, the description should be for your firm’s work, not a description of the overall project.

7. The Personnel Involved column should indicate the people involved with the referenced project who are on the proposed project team for the SOQ. Also, indicate the level of involvement, i.e., John Doe-Lead Structural Design, etc.

8. Experience forms for proposed subconsultant firms in major roles on this project should be completed in a similar fashion.

9. If you have any questions, please contact the person indicated in the cover letter or email for the request for SOQs.

RECENT PROJECT EXPERIENCE FORM

PRIME FIRM:

RECENT PROJECT EXPERIENCE FORM

SUBCONSULTANT FIRM:

SUBCONSULTANT FIRM:

INSTRUCTIONS FOR CITY OF DALLAS EXPERIENCE FORM

1. This form is to be filled out only for the firm proposed as the prime firm in the Statement of Qualifications (SOQ).

2. Only projects awarded to the firm as a prime consultant are to be listed. Do not list projects for the City of Dallas on which the firm is a subconsultant.

3. The date should be either the date the form is filled out or the date the SOQ is to be submitted.

4. List all projects awarded within the last three years and list all projects that are currently in progress (contract not finalized) whether or not they were awarded within the last three years.

5. In the “Dept.” column, list the department for whom the work is being performed. Use DWU for Dallas Water Utilities, PW for Public Works, RM for Risk Management, AV for aviation, and PARD for Parks and Recreation Department.

6. In the “City Contact Person” column, list the name and telephone number for the City’s Project Manager for the indicated project.

7. In the “Total Contract Amount” column, list the amount awarded plus the amount of all Supplemental Agreements, if any.

8. In the “Project Name” column, list the name of the project.

9. In the “Percent Complete” column, indicated the percent of the contract completed. For the example in Item 9, the percent complete is 62.50%.

10. In the “Your firm’s Remaining Work” column, indicate only the dollar amount of the work to be performed by your firm excluding all subconsultants that has not been completed for the project listed. Do not include the dollar amount of work that is to be performed by a firm (subconsultant or supplier, etc.) other than your firm. This column is not intended to provide the total amount remaining in the contract. For most projects, the amount in this column will be less than the amount remaining on the contract since some of the work remaining is likely to be performed by subconsultants.

11. The form may be shortened to eliminate excess rows or lengthened to add rows to present the firm’s work accurately. The consultant may supply additional information, if desired. Additional information is voluntary.

12. If you have any questions, please contact the person indicated in the cover letter for the request for Interviews.

CITY OF DALLAS RECENT EXPERIENCE FORM