15-Final Draft RFP for Post 2027.pdf

REQUEST FOR PROPOSALS

P-3216

1 Introduction and General Information

1.1 General

Through the issuance of this Request for Proposals (the “RFP”) and Service Agreement, the

Milwaukee Metropolitan Sewerage District (the “District”) is soliciting Proposals from those firms who were designated by the District as qualified (hereafter the “Qualified Proposers” or

“Proposers”) to perform the contracted services for the management, operation and maintenance of the District’s Facilities pursuant to RFQ P-3216. This RFP invites the Qualified Proposers to submit Proposals.

For the purposes of this RFP, the term “Qualified Proposer” means the Qualified Proposer and all its affiliates, partners and subcontractors for which qualifications and experiences were presented by the Qualified Proposer’s Statement of Qualifications. This RFP also refers to the “Company” for consistency with the Draft Service Agreement, referring to the Qualified Proposer ultimately selected for contracting.

Where capitalized terms appear that are not defined in this RFP, the corresponding definition from the Draft Service Agreement applies.

1.2 Purpose of Solicitation

In issuing this RFP, the District seeks to obtain proposals, then select, negotiate and contract with a Qualified Proposer for a ten-year management, operations, and maintenance agreement.

The District will select the most advantageous Qualified Proposer through a competitive procurement process in accordance with this RFP. Through its Commission, the District will award the Service Agreement to the Company at a public meeting. Thereafter, District and

Company will execute the Service Agreement on the Contract Date, and the ten-year period of services shall begin on March 1, 2028 (the “Operational Start Date”). It is anticipated that compensated transition activities, including implementation of a new Computerized Maintenance

Management System (CMMS), will take place between the Contract Date and the Operational

Start Date.

The District intends to oversee the Service Agreement and to retain responsibility for capital planning, design, and construction of capital improvements, obtaining Clean Water Act and

Clean Air Act permits, industrial waste pretreatment administration and enforcement, laboratory services, watercourse management and maintenance, policy development, long-range service area planning, setting of rates and charges for services, billing and collection, and ownership of all assets. The specific rights and obligations of the parties are set forth in the Draft Service

Agreement.

Qualified Proposers should carefully review this RFP which outlines the procurement approach that has been developed by the District.

1.3 Draft Service Agreement

The attached Draft Service Agreement and its Exhibits will serve as the basis for the contract between the District and the Company.

1.4 Reference Documents Available

The District has compiled numerous reference documents for use by Qualified Proposers in preparing their responses to the RFP. Such reference documents are available at an established

Secure File Transfer Protocol Data Room (FTP Data Room). Execution of a Non-Disclosure

Agreement is required for every entity accessing the data site.

Access to the data library is available by contacting Millie Neidhardt at 414-225-2089 or eneidhardt@mmsd.com.

Qualified Proposers will be allowed to download documents.

1.5 Accuracy of RFP and Related Documents

The information provided in this RFP and in the FTP Data Room is accurate to the best of the

District’s knowledge. Qualified Proposers are encouraged to submit questions regarding the information. Please note, the District will not be bound by or be responsible for any explanation or interpretation of the documents other than those given in writing by the District through the issuance of addenda to the RFP and Draft Service Agreement issued as part of this procurement process. In no event may a Qualified Proposer rely on any oral statement by District staff, or its agents, advisors or consultants.

Should a Qualified Proposer find discrepancies or omissions in this RFP and related documents, the Qualified Proposer should immediately notify the District in writing of such discrepancy or omission. A written addendum to this RFP will be delivered to each Qualified Proposer if the

District determines clarification to be necessary.

Each Qualified Proposer requesting an interpretation will be responsible for delivering such requests in writing to the District’s designated representative in accordance with Section 3.3 of this RFP.

mailto:eneidhardt@mmsd.com

1.6 Compliance with IRS Regulations and Rules

In order to maintain the tax-exempt status of the District’s debt previously issued for the

Facilities and ensure the tax-exempt status of the District’s debt to finance future improvements to the Facilities, the Service Agreement will be construed and applied so as to constitute a management contract that does not result in private business use of property financed by the

District within the meaning and intent of applicable regulations and rulings of the Internal

Revenue Service (IRS) including Revenue Procedure 17-13 (or any subsequent Rev. Proc. that amends or replaces it). Consistent therewith, the Company agrees not to take tax positions inconsistent with its role under the Agreement. The Company must also expressly acknowledge that the District has the sole right to approve (i) the annual operating budget, (ii) any capital expenditures, (iii) the disposition of property, (iv) the rates charged for the use of the Facilities, and (v) the general nature and type of use of the Facilities.

2 Contracted Services

2.1 Overview of Facilities

An overview of the District’s service area and major assets is described in Exhibit A to the Draft

Service Agreement. Qualified Proposers should review the available reference documents including, but not limited to, those provided on the FTP Data Room.

Management, operations and maintenance of the District’s watercourses will not be part of the services solicited under the RFP or contracted under the Draft Service Agreement, with exceptions for services outlined in Exhibit B, Scope of Services, for those certain watercourse facilities included in Exhibit A.

2.2 Overview of Services

The full scope of services is set forth in the attached Draft Service Agreement and Exhibits. In exchange for an Annual Base Fee paid by the District, the Company will provide management, operation and maintenance services, including:

• Operate the District’s Facilities on a continuous 24-hours-per-day, 7-days-per-week basis.

• Meet all regulatory requirements for wastewater conveyance, storage and treatment and comply with the District’s state issued Wisconsin Pollutant Discharge Elimination System

(WPDES) permit and Air Pollution Control permits.

• Optimize Facilities operation to reduce effluent pollution discharges, minimize combined sewer overflows (CSOs) and meet permit requirements for the treatment of separate sewer flows.

• Produce the Milorganite® biosolids fertilizer and manage all biosolids generated at the water reclamation facilities.

• Provide predictive and preventive maintenance.

• Provide support to the District in connection with the planning, development, and implementation of capital improvements.

• Implement a safety program.

• Operate and maintain District-owned vehicles.

The Company’s share of risk for utilities, chemicals, biosolids disposal, water and permit fees will be covered by the Annual Base Fee. These items will be allocated 60% to the Company and

40% to the District as set forth in the Draft Service Agreement.

In addition, the Company will provide the following services on a fee-for-service basis, including:

• All corrective maintenance valued less than $50,000, and additional corrective maintenance as agreed to by the District

• Painting

• Preventive maintenance defined in Exhibit B as “PM-plus” as directed by the District.

• Sewer televising

• Conveyance system maintenance including sewer cleaning, manhole adjustments, and other tasks

• Running equipment to make Class B biosolids

• Certain landscaping tasks

• Asset tagging

The District estimates that the Company will have the opportunity to perform at least $3,000,000 annually of fee-for-service work. In the event Company does not generate at least this amount of gross revenue through fee-for-service work from March 2028 through February 2029, the

Maintenance Committee shall meet to determine if adjustments should be made to the Minimum

Staffing Plan or Annual Base Fee to account for the lower volume of work, and shall recommend such adjustments for an Amendment.

2.3 Letter of Credit, Guaranty and Insurance

Each Qualified Proposer must demonstrate to the District that it is able to fulfill the financial assurance requirements of the Service Agreement which includes: a) a Guaranty meeting the requirements below; b) a Letter of Credit in the amount of $6 million and c) the insurance coverages set forth in Exhibit J to the Service Agreement.

The Guaranty must secure the fulfillment of all obligations required by the Service Agreement.

The Guarantor may be the contracting party, its parent company, or a substantially capitalized general partner that is an integral part of the Qualified Proposer’s team. The Qualified Proposer must demonstrate to the District that the Guarantor has the capability and commitment to guarantee the obligations of the Qualified Proposer for the term of the Service Agreement.

The Guaranty will require the Guarantor to irrevocably, absolutely, and unconditionally guarantee the performance of all the Company’s obligations under the Service Agreement.

If a sole purpose subsidiary is created as the contracting party, the parent company or one of the partner firms shall be the Guarantor to guarantee performance of the subsidiary’s or partner’s obligations. A subsidiary with limited capitalization and without the full parent company or partner Guaranty will not be allowed as the contracting party. If a subsidiary is formed or newly created to respond to this RFP, the reasons for this action must be fully disclosed.

If the Guarantor is other than a United States entity, the Qualified Proposer shall, as part of its

Proposal, describe any procedural or substantive limitations on the ability of the District to enforce the Guaranty against the Guarantor that are different from enforcing the Guaranty against a United States entity. For purposes of this RFP, a United States entity is one that is incorporated domestically or otherwise duly organized under the laws of the United States.

Additionally, the Company will be required to furnish and maintain an irrevocable and exclusive

Letter of Credit in an amount equal to six million dollars ($6,000,000) as security for faithful performance and payment of all the Company’s obligations in accordance with the Service

Agreement.

3 Procurement Process

3.1 Schedule

A schedule of the major activities relating to the issuance of this RFP is presented below. This schedule is based on the District’s intent to enter into a Service Agreement with the Company in

September 2026. The District reserves the right to modify any or all of the following dates:

Activities Date

Request for Proposals Issued September 30, 2025

Ad Hoc O&M Contract Review Committee meeting December 16, 2025

Request for Proposal Closes January 30, 2026, 5:00 pm

Staff and Third Party Review of Submittals February 1-28, 2026

Ad Hoc O&M Committee Interviews with Proposers March 15-April 15, 2026

Negotiations with recommended firm(s) May 1-August 1, 2026

Ad Hoc O&M Committee Final Recommendation meeting August 2026

MMSD Committee/Commission approval September 2026

3.2 District Rights and Options

This RFP constitutes an invitation to Qualified Proposers to submit Proposals to the District for the management, operation and maintenance of the District’s Wastewater System. Without limitation, the District reserves and holds, at its sole discretion, the following rights and options:

1. To waive any technicalities or immaterial irregularities in any Proposal received.

2. To prepare and issue such amendments or addenda to this RFP that may expand or cancel any portion of, or all work described in this RFP without the substitution of another RFP.

3. To require additional information and clarifications from one or more Qualified

Proposers to supplement or clarify the Proposals submitted.

4. To visit and examine any of the facilities referenced in the Proposals and others owned, operated or designed by the Qualified Proposers to observe and investigate the operations of such facilities.

5. To reject any or all Proposals in whole or in part.

6. To not accept a Proposal from or award an agreement to any firm that is in debt to the

District or that has failed to perform faithfully in any previous contract with the District.

7. To postpone or change the date for receipt of Proposals or any other deadlines and dates specified in this RFP.

8. To issue subsequent RFPs, to conduct investigations with respect to the information provided by each Qualified Proposer, and to hold public meetings for consideration of the merits of any or all Qualified Proposers.

9. To request Qualified Proposers to send representatives to the District for interviews and presentations.

10. To modify any or all provisions of the Draft Service Agreement during the procurement process and finalization of the Service Agreement.

11. To conduct discussions with the Qualified Proposers.

12. To select and enter into a Service Agreement with a Qualified Proposer whose Proposal best satisfies the interests of the District and is most responsive in the judgment of the

District to the requirements of this RFP.

13. To take any action affecting the RFP process or the Draft Service Agreement, that is in the best interest of the District.

3.3 Communications and Clarifications of the RFP

The District is committed to a fair, open process for Qualified Proposers to receive information about the procurement process. The District requires that all communications and requests for information and clarifications regarding this RFP and the Draft Service Agreement be made in writing, via email to:

Ms. Millie Neidhardt

Senior Procurement Specialist

Email: eneidhardt@mmsd.com

Violation of this protocol may be grounds for disqualification of the Qualified Proposer from the procurement process.

A pre-proposal meeting will be held virtually over Microsoft Teams and in-person at District

Headquarters, 260 W. Seeboth St., Milwaukee, WI 53204 at 10:00 A.M CST on November 6th, 2025. All proposers are encouraged to attend.

3.4 Confidential Information

If any Proposal contains technical, financial, or other confidential information that the Qualified

Proposer believes may be exempt from public disclosure, the Qualified Proposer must clearly label the specific portions sought to be kept confidential, indicate the specific harm to its competitive position that disclosure could bring about, and specify the basis (pertinent section of law) upon which the exemption is based. The District, in its sole discretion, will determine whether such exemption applies under applicable public records laws or regulations. The District has the sole discretion to interpret the law regarding the disclosure of information, and by responding to this RFP, Qualified Proposers waive any challenge to the District’s decisions in this regard. Marking all or substantially all of a Proposal as confidential may result in the

Proposal being deemed non-responsive to this RFP. Qualified Proposers should assume their submissions will be considered Open Records under Wisconsin law.

By submitting a proposal, Qualified Proposers agree that the District, its staff and

Commissioners will not be responsible or liable in any way for any losses that the Qualified

Proposer may suffer from the disclosure of information or materials to third parties.

By submitting a Proposal, any Qualified Proposer not selected relinquishes any claim or right to be compensated for or to object to the District’s inclusion in the executed Service Agreement of ideas, approaches, concepts, designs, or other elements that are included in the Proposal and are not patented.

3.5 Cost of Proposal Preparation and Selection Process

The District accepts no liability for the costs and expenses incurred by the Qualified Proposers for any activities performed in connection with this procurement process, including but not limited to preparing the Proposals, preparing responses for clarification, attending interviews, participating in agreement development and technical or financial work sessions, conducting due diligence investigations, or attending meetings and presentations required for the contract approval process. Each Qualified Proposer that enters the procurement process shall prepare the required materials and submittals at its own expense and with the express understanding that it cannot make any claims whatsoever for reimbursement from the District for the costs and expenses associated with the procurement process.

3.6 Termination of Participation in RFP Process

The District in its sole discretion may, at any time, exclude a Qualified Proposer from further participation in the RFP process if it determines that such Qualified Proposer is failing to progress in the discussions or if the risk posture is less advantageous than those of the other

Qualified Proposers. The District will give notice of its decision to the Qualified Proposer, which shall be sent in writing, signed by an authorized representative of the District, and delivered to the Qualified Proposer by electronic mail.

3.7 Withdrawal from Procurement Process

A Qualified Proposer may withdraw a Proposal submitted through Bonfire prior to the Proposal

Submission Date and time. The District will not be able to view any submissions until after the deadline.

3.8 Contracts Policy

The follow excerpt is from the District’s adopted Contracts Policy:

“It is the District's policy to encourage equal employment opportunity practices on the part of its suppliers of goods and services. Persons seeking to do business with the District are expected to comply with applicable federal, State of Wisconsin, and local laws, regulations, and orders relating to equal employment opportunity and nondiscrimination for employees and subcontractors. The District shall include equal employment opportunity and nondiscrimination requirements in its purchasing and contracting documents.”

Qualified Proposers will be expected to comply with these nondiscrimination and equal opportunity requirements.

4 Proposal Submission Requirements

4.1 Submission Requirements

Qualified Proposers shall submit one proposal on the District’s Bonfire Procurement Portal website at https://mmsd.bonfirehub.com, Reference # P-3216 no later than 5 p.m. on the

Proposal Submission Date of January 30, 2026. All Proposals shall be addressed to:

Ms. Millie Neidhardt

Senior Procurement Specialist

Milwaukee Metropolitan Sewerage District

260 W. Seeboth Street

Milwaukee, WI 53204-1446 eneidhardt@mmsd.com

All Proposals must be complete with all requested information, data, and attachments.

4.1.1 Submission Instructions for Qualified Proposers

Please follow these instructions to submit via our Public Portal.

1. Prepare your submission materials.

Name Type # Files Requirement

Identity of Proposer and Guarantor;

Financial Assurances Requirements File Type: PDF (.pdf) 1 Required

Statement on Staffing, Training and

Corporate Culture File Type: PDF (.pdf) 1 Required

Statement on Company’s Approach File Type: PDF (.pdf) 1 Required

Pricing File Type: Excel (.xls) 1 Required

Regional Partnership File Type: PDF (.pdf) 1 Required

Exceptions and Requests File Type: PDF (.pdf) 1 Required o Please note the type and number of files allowed. The maximum upload file size is 100 MB.

o Please do not embed any documents within your uploaded files, as they will not be accessible or evaluated.

o All electronic documents submitted in response to this proposal shall not contain file restrictions (e.g. encryption, password protection, special security, or the like) that prevent the District from combining multiple electronic documents into one for records management purposes.

2. Upload your submission at:

https://mmsd.bonfirehub.com/projects/204713/details

Your submission must be uploaded, submitted, and finalized prior to the Closing Time.

We strongly recommend that Qualified Proposers take sufficient time and at least ONE hour before Closing Time to begin the uploading process and to finalize your submission.

Important Notes:

o Each item of Requested Information will only be visible to the District after the

Closing Time.

o Uploading large documents may take considerable time, depending on the size of the file(s) and your Internet connection speed.

o You will receive an email confirmation receipt with a unique confirmation number once you finalize your submission.

o Minimum system requirements: Microsoft Internet Explorer 11, Microsoft Edge, Google Chrome, or Mozilla Firefox. Javascript must be enabled.

o Need Help? - Milwaukee Metropolitan Sewerage District uses a Bonfire portal for accepting and evaluating proposals digitally. Please contact Bonfire at https://mmsd.bonfirehub.com/projects/204713/details

Support@GoBonfire.com for technical questions related to your submission. You can also visit their help forum at https://bonfirehub.zendesk.com/hc

4.1.2 Proposal Format

All Proposals should be specifically prepared for the Management, Operations and Maintenance

Services for the District’s Wastewater System and shall consist of the sections listed below, plus appendices as needed. The Proposal shall include a table of contents, which identifies the major

Proposal sections described below, and any illustrations, tables, charts, or graphics included in the Proposal. The weight of evaluation criteria by percentage is indicated below.

I. Identity of the Proposer and Guarantor; Financial Assurances Requirements

II. Statement on Staffing, Training and Corporate Culture (10%)

III. Pricing – submitted as an excel file (60%)

IV. Statement on Company’s Approach (25%)

V. Statement on Regional Partnership (5%)

VI. Exceptions and Requests

Except pricing, Proposals shall be formatted to be easily printed on standard 8.5” x 11” paper, with readable font size. The Pricing Proposal Worksheet may be formatted to be easily printed on

11” x 17” paper, with readable font size.

Qualified Proposers are required to organize the information requested in this RFP in accordance with the format outlined.

Proposals by corporations must be executed in the corporate name by a corporate officer at a minimum rank of president or vice president who is authorized to sign. The corporate address must be shown below the signature. Proposals by partnerships must include the official business address of the partnership and the state or country of organization must be shown below the signature. A Proposal by a joint venture must be similarly executed by all joint venture partners.

4.2 Contents of the Proposal

4.2.1 Identity of Proposer and Guarantor; Financial Assurances Requirements (Pass/Fail)

A. Provide the name and address of Proposer, the name and contact information of the primary proposal contact person. Provide a description of the corporate entity (LLC, Corporation, etc.) proposing to enter into the Service Agreement and its relationship with the overall corporate structure.

B. Provide evidence, in the form of a letter from a financial institution, of the Company’s ability to secure a letter of credit as indicated in 2.2 of this RFP.

mailto:support@gobonfire.com https://bonfirehub.zendesk.com/hc

C. Describe how the Company proposes to provide the Guaranty as indicated in 2.2 of this

RFP, including the identity of the Guarantor and its relationship to the Proposer.

D. Provide evidence, in the form of a certificate of insurance or a letter from Proposer’s insurance broker that it has all required coverages and limits set forth in Exhibit J.

4.2.2 Statement on Staffing, Training and Corporate Culture

A. Provide a proposal for staffing the Key Positions, as listed in Section 3.02 of the draft

Service Agreement. Provide resumes of individuals proposed for the Key Positions or plans for recruiting suitable candidates.

B. Provide a description of the Company’s Human Resources capability to fulfill the

Minimum Staffing Plan by the Operational Start Date and its approach to staffing, retention and succession planning during the term of the Service Agreement. This must include a description of Company’s standard employee benefits.

C. The District has a long-term goal that WRF maintenance spending should be 85% to

Preventive Maintenance and 15% to Corrective Maintenance. Company should review the Preventive Maintenance requirements in Exhibit B and the Minimum Staffing Plan at

Exhibit E. Currently 79 WRF maintenance positions are required on the Minimum

Staffing Plan. Company should indicate how many WRF maintenance positions/hours it needs to meet the Preventive Maintenance requirements of the Service Agreement.

D. Indicate how the Company intends to utilize subcontracted services. The District prefers that core operations and maintenance functions are performed by the Company’s own staff.

E. Provide a description of the Company’s approach to and resources for providing technical training to employees as required by the Contract.

F. Provide a description of the Company’s approach to fostering a safe work environment.

G. Provide a description of the Company’s approach to ensuring a positive corporate culture, including one that is free from discrimination and hostile work environments.

H. Provide a description of how the Company proposes to execute the Workforce

Development requirements set forth in section 8.CC of Exhibit B, Scope of Services.

4.2.3 Pricing

A Price Proposal Worksheet is linked to this RFP as an Excel spreadsheet file. Please “save as” the file and fill in the unit prices in all categories. Company should only enter unit prices into the

Price Proposal Worksheet (yellow spaces). Company shall not change the estimated quantities in the Price Proposal Worksheet. All prices should be shown in U.S. dollars. The Price Proposal

Worksheet includes the following requests:

A. Provide an Annual Base Fee to provide all the services indicated by the Service

Agreement and Exhibits as being part of the Annual Base Fee. Provide this Annual Base

Fee assuming no changes to the Service Agreement and Exhibits, including the Minimum

Staffing Plan, in dollars as of December 31, 2025 and the Facilities as they were on

December 31, 2024. The Annual Base Fee includes Company’s portion of all cost-share items set forth in the Draft Service Agreement. Pricing will be escalated according to the

Adjustment Factor for the period of time between December 31, 2025 and December 31, 2027, and the escalated pricing will take effect on the Operational Start Date. Please note that the Annual Base Fee should not include any Computerized Maintenance

Management System (CMMS) licensing fees but should include the day-to-day costs for staff to utilize the CMMS once implemented as well as costs associated with CMMS administration and CMMS Implementation subcommittee participation. Enter the proposed Annual Base Fee on the Price Proposal Worksheet.

B. Provide the Markup percent that will be utilized for all Markups allowed by the Service

Agreement. Enter the Markup on the Price Proposal Worksheet, broken down by overhead and profit.

C. Corrective Maintenance: provide pricing for the labor hours indicated in Exhibit D, Section F, on the Price Proposal Worksheet. Labor hour pricing should include salary/wages and all employee benefits. Overhead and profit will be paid for through the

Markup.

D. Task Order Services: Provide pricing for the Task Order Services set forth in Exhibit D, section F, on the Price Proposal Worksheet. Labor hour pricing should include salary/wages and all employee benefits. Overhead and profit will be paid for through the

Markup.

E. Dryer Days: Provide a price, to be paid by the District to the Company, for each additional Dryer Day above 30 Dryer Days per month, in the Price Proposal Worksheet.

F. Differing Conditions: Provide the proposed credits to the District and payments to be made to the Company as a result of Differing Conditions as outlined in Article 4.03 of the

Service Agreement. Such credits or payments would be determined on a Contract Year basis and are unrelated to fee reductions associated with the Monthly Plant Effluent

Contract Limits set forth in Exhibit C, II.1.a. and design capacities listed in Exhibit H.

G. Pre-term Costs - CMMS: Provide pricing to the District for services associated with design, configuration and implementation of the CMMS outlined in 4.2.4.C.

H. Pre-term Costs – Energy Team Monthly Meeting: Provide a price, to be paid by the

District, for the Company’s virtual participation in the Energy Team monthly meetings prior to the Operational Start Date.

I. Other pre-term costs: Provide pricing for any other pre-term costs, not outlined by the

District, for which the Company will seek compensation.

J. PdM Costs: Include a breakdown of costs associated with the PdM proposal requested by section 4.2.4.B of this Request for Proposal.

4.2.4. Statement on Company’s Approach

A. Approach to Management, Operations, PM, and CM

i. Company should describe its proposed approach to management of the Facilities;

specifically, outlining how regular communication should occur between the

Company and the District and how it intends to foster collaboration and provide transparency for the Commission and ratepayers.

ii. Company should describe its proposed approach to operation of the Facilities, including decision making, process monitoring and control, specific areas of focus, leveraging of corporate resources for operations, and monitoring, tracking and reporting operational parameters (including items that are shared costs with District such as energy and chemicals).

iii. Company should describe its proposed approach to preventive maintenance and corrective maintenance, including how the Minimum Staffing Plan would be utilized to ensure as much PM and CM is performed by Company’s staff as possible. This should include how staff, shifts, and working hours will be structured to provide complete coverage and ability to provide all aspects of the scope of services, including Capital Project support, responding to routine and special requests, as well as responding to Wet Weather Events and Emergencies.

iv. Company should outline its approach to safety and security at the Facilities on a

24/7/365 basis, including emergency preparedness and its incident response approach based on the proposed Exhibit M.

v. Company should describe its approach to continuous improvement and innovation.

vi. Company should describe its proposed approach to responding to public odor complaints, in accordance with the parameters outlined in Exhibit B.

B. Pre-term Activities

Other than the CMMS implementation, Company should propose its plan for mobilizing and transitioning to the new Service Agreement leading up to March 1, 2028.

C. Computerized Maintenance Management System Approach

Identify Company’s approach to collaborating with the District on design, configuration, implementation, integration, change management and training, governance, and ongoing use of NEXGEN software. Provide a list of integrations required by the Company, and the resumes for key personnel that will be involved in the CMMS implementation.

D. Potential Additive Work - Level 3 Predictive Maintenance

The District is interested in procuring additional “Level 3” Predictive Maintenance

Services from the Company but has not included those services in the Draft Service

Agreement. Level 3 Predictive Maintenance is a data-driven maintenance strategy that uses real-time condition monitoring, automated diagnostics, and predictive analytics to detect early signs of asset degradation and predict the remaining useful life of critical components. This level integrates sensor data between CMMS and Supervisory Control and Data Acquisition/Human Machine Interface (SCADA/HMI) systems to automatically trigger maintenance activities before a failure occurs, without the need for manual inspection. Level 3 Predictive Maintenance techniques may include:

i. Vibration monitoring and analysis

ii. Tribology analysis of gearbox and engine lubricants. Including:

• Spectrometric analyses for 20 metallic elements

• Fuel, solids, and water contamination

• Viscosity

• Total acid number

• Infrared analysis to detect oil oxidation and degradation tendencies

viii. Temperature monitoring

ix. Motor current monitoring and analysis

x. Infrared thermography of electrical equipment

xi. Acoustic emission data collection and analysis

xii. Static motor winding testing

xiii. Dynamic motor testing

xiv. Pump or blower power consumption and output performance monitoring and analysis

Examples of Level 3 Predictive Maintenance currently being implemented are included on the FTP Data Room for reference. Company shall provide a recommended plan for

Level 3 predictive maintenance for critical assets (potentially including but not limited to:

pumps, blowers, compressors, motors, variable frequency drives, sludge dewatering and drying equipment, chemical dosing systems, power generation facilities and motor control centers/electrical switchgears).

4.2.5 Regional Partnership

The District seeks to contract with a Company that is fully engaged in the betterment of the

District’s Service Area. Please submit a proposal describing how the Company will work for improvements in the District’s Service Area. Note that the Draft Service Agreement provides baseline requirements for workforce development, research and community engagement/education activities. This section of the Proposal is meant to be above and beyond those requirements. The Company should also provide examples of how it serves as an engaged regional partner in other communities where it has similar contracts.

4.2.6. Exceptions and Requests

Company should indicate any exceptions from or changes to the Draft Service Agreement that it is seeking and the corresponding pricing change associated with each item. The District intends this request to focus only on significant deviations from the Draft Service Agreement that impact pricing. Minor exceptions or changes that would have no impact on pricing should not be included.

Some examples are as follows:

• Company may propose an alternate Minimum Staffing Plan and should indicate how the alternate Minimum Staffing Plan impacts pricing;

• Company may take exception to a specific scope item(s) in Exhibit B and provide the price reduction associated with the removal of the work from the Annual Base Fee;

• Company may suggest moving a specific scope item from the Annual Base Fee to a Task

Order basis and the impact on pricing;

• Company may suggest adding new scope to the Annual Base Fee and provide the price increase associated with the addition.

5 Proposal Evaluation

5.1 Proposal Evaluation Procedures

Proposals will be evaluated in accordance with the Evaluation Criteria established in 5.2 for the ultimate purpose of determining which Proposal is most advantageous to the District.

When evaluating the Proposals, the District may require the Proposers to answer written questions and to attend Qualified Proposer interviews to clarify their Proposals.

The Qualified Proposer(s) whose Proposal(s) are determined to be most advantageous to the

District in accordance with the criteria established in this RFP will be selected for participation in discussions and negotiations with the District.

Proposals may be re-scored on an iterative basis as interviews, discussions and negotiations cause the Evaluation Criteria to change.

Approval of a new Service Agreement will be determined by the Commission.

5.2 Proposal Evaluation Criteria

The Evaluation Criteria are Pricing (60%), Company’s Overall Approach (25%), Staffing, Training, and Corporate Culture (10%), and Regional Partnership (5%). The Qualified Proposer shall provide in its Proposal all information necessary to address the Evaluation Criteria.

Upon receipt of the Proposals, a select group of District staff and other third-party experts, at the

District’s sole discretion, will evaluate the Proposals for purposes of providing technical and subject-specific feedback to the Ad Hoc Committee. Feedback from each preliminary evaluator will be provided to the Ad Hoc Committee anonymously.

The Ad Hoc Committee will conduct their own review of the Proposals and the feedback from the preliminary evaluators. The Ad Hoc Committee will hold interviews with the Proposers and instruct District staff to begin discussions and negotiations with one or more Proposers. Such discussions and negotiations may include Ad Hoc Committee members and members of the

Commission.

Upon the conclusion of discussions and negotiations, the Ad Hoc Committee will forward a final recommendation to the Commission for approval.