17-265X901115 QQ.docx

MSDGC QUALIFICATIONS QUESTIONNAIRE FOR RFQ # 265X901115

OWNER’S ADVISOR SERVICES FOR MILL CREEK WASTEWATER TREATMENT PLANT DEWATERING BUILDING IMPROVEMENTS

QUALIFICATIONS QUESTIONNAIRE (ATTACHMENTS 0 - 5 TO RFQ) AND AFFIDAVIT OF ACCURACY & SIGNATURE PAGE

REQUEST FOR QUALIFICATIONS # 265X901115

FOR

Offeror:

Date:

Metropolitan Sewer District of Greater Cincinnati 1600 Gest Street Cincinnati, Ohio 45204

(NOTE: The functional address of Sewers Procurement is Two Centennial Plaza, Suite 234, Cincinnati, Ohio 45202.)

msd.procurement@cincinnati-oh.gov www.msdgc.org

General Instructions: In completing this Qualifications Questionnaire (QQ) and compiling the submittal, refer to the QQ, the RFQ, the draft Professional Agreement, and all documents related to the RFQ that are available on the City of Cincinnati’s Bonfire website portal at https://cincinnati-oh.bonfirehub.com/portal/.

General Content of RFQ Submittals: Submittals must include the items listed below as further described in the RFQ and QQ. The Offeror must submit one (1) digital copy of the submittal by uploading it to the City’s Bonfire website portal at https://cincinnati-oh.bonfirehub.com/portal/ .

A. Qualifications Questionnaire

1. Attachment 0 – Offeror Corporate and Contact Information

a. Form as provided

2. Attachment 1 – Qualification Summary Statement

a. Narrative

3. Attachment 2 – Key Personnel

a. List of Key Personnel

b. Resumes of Key Personnel

c. Narrative

d. Organizational Chart

4. Attachment 3 – Project Approach and Management

a. Narrative

5. Attachment 4 – Similar Completed Projects

a. List of Similar Completed Projects

b. Detailed Project Descriptions

6. Attachment 5 – Small Business Enterprise (SBE) Participation and Professional Services Rating Rubric

a. SBE Participation Statement of Intent to Contract and Perform Form (form included in this QQ)

b. RFP/Q Subconsultant Utilization Plan (Statement of Intent to Utilize Firms) (form included in this QQ)

B. Original Signed and Notarized Affidavit of Accuracy & Signature Page (form included in QQ) and documentation of authorized signatory (refer to Affidavit of Accuracy & Signature Page and MSDGC website)1

1Offeror must attach documentation of signatory authorization appropriate to the Offeror’s legal entity type, as identified in Attachment 0. Such documentation includes: corporate resolution (for corporations); operating agreement indicating authorized signatory(ies) (for LLCs); partnership agreement setting out who can act for the partnership (for partnerships).

Corporations must submit the certificate of corporate resolution with their submittals. Corporations may complete and submit the certificate of corporate resolution template provided on the MSDGC website or submit a current existing certificate of corporate resolution that is dated within 12 months of the RFQ submittal deadline .

The Offeror shall use this document ONLY and not substitute another format.

Submittals for this RFQ are accepted from single legal entities (e.g., corporation, partnership, sole proprietorship, limited liability company, limited liability partnership). The Offeror’s legal entity type, as identified in Attachment 0, must be in effect at the time of submittal (as documented in the Affidavit of Accuracy & Signature Page and accompanying documentation of signatory authorization) and shall be evident if awarded a contract from this competition.

Instructions: Provide the following information about the Offeror to this RFQ.

Date:

NAME OF OFFEROR

Offeror’s SBE/MBE/WBE Status (mark all applicable categories with an X):

Offeror’s Corporate Office Business Address and Telephone Number

Offeror’s Local Office Business Address and Telephone Number

Offeror’s contact person who can respond authoritatively to any questions about this submittal:

Name: ____________________________ Title: _____________________ Tel.: ______________

Email: _______________________________________________________________________________

Mailing Address: (if different than above) __________________________________________________

Type of organization (mark with an X):

1. Organization

A. How many years has Offeror been in business performing the work as described in this RFQ?

B. How many years has Offeror been in business under its present business name?

C. Under what other or former names has Offeror operated?

D. If Offeror is a corporation, please indicate:

Date of incorporation:

State of incorporation:

President’s name:

Vice-President’s name(s):

Secretary’s name:

Treasurer’s name:

Type of partnership (if applicable):

Name(s) of general partners:

Name of owner:

Name(s) of managing members:

H. If the form of Offeror is other than those listed above, describe it and name the principals:

I. Is the Offeror related to another entity as a parent, subsidiary or affiliate?

(Please indicate answer with an “X”)

Yes ( ) No ( )

If yes, give names and addresses of all affiliated parent and/or subsidiary companies. Indicate which companies are subsidiaries.

J. List the type of work the Offeror customarily performs with its own workforce.

K. List the type of work customarily subcontracted to others.

L. List of geographic area(s) in which the Offeror does business.

2. Judgments

A. Has the Offeror or any officer, director or owner thereof had any judgments entered against it/him/her within the past ten (10) years for breach of contracts for governmental or non-governmental work?

B. If yes, provide details on any such judgment.

3. Contract Compliance

A. Has Offeror been found to be in substantial noncompliance with the terms and conditions of any prior contract(s) with the City of Cincinnati or the City of Cincinnati acting as the sole management agency for the operation and maintenance of the Metropolitan Sewer District of Greater Cincinnati (MSDGC) on behalf of the County Commissioners of Hamilton County, Ohio?

B. If yes, provide details on any such instance.

C. Only answer the following question if Offeror has not contracted with MSDGC in the past five (5) years.

Has Offeror been found to be in substantial noncompliance with the terms and conditions of prior contracts with another public body without good cause?

Yes ( ) No ( )

D. If yes, provide details on any such instance.

4. Convictions

A. Has the Offeror or any officer, director or owner thereof been convicted within the past ten (10) years of a crime related to governmental or non-governmental construction or contracting?

B. If yes, provide details on any such conviction.

5. Debarment

A. Is the Offeror or any officer, director or owner thereof currently debarred pursuant to an established debarment procedure from bidding or contracting by any public body, agency of another state or agency of the federal government?

B. If yes, provide details.

6. Contract Execution History

A. Has the Offeror ever failed to enter into a contract in the past ten (10) years when the Offeror was the selected applicant?

B. If yes, give complete circumstances for each occurrence on a separate sheet(s) of paper.

Deviation of the submitted QQ from compliance with the Attachment 0 instructions and requirements may render the Offeror’s submittal as “non-responsive” by the City.

OWNER’S ADVISOR SERVICES FOR MILL CREEK WASTEWATER TREATMENT PLANT DEWATERING BUILDING IMPROVEMENTS

GENERAL INSTRUCTIONS AND GENERAL CONTENT OF RFQ SUBMITTALS

MSDGC QUALIFICATIONS QUESTIONNAIRE FOR RFQ # 265X901115

OFFEROR CORPORATE AND CONTACT INFORMATION (ATTACHMENT 0 TO RFQ)

(Note: Overall Qualifications of Offeror = 20%)

Instructions for Narrative: Provide no more than 15 pages of narrative single-spaced in 12-point font on 8 ½ x 11 sheets with 1-inch margins.

General Information: The Offeror shall provide a summary of its competencies, experience, accomplishments and failures as an Owner’s Advisor. Include with this summary statement contact information for the Offeror. The Offeror must be a single consulting entity (e.g., corporation, partnership, sole proprietorship, limited liability company, limited liability partnership). The Offeror’s legal entity type, as identified in Attachment 0, must be in effect at the time of submittal and documented in the Affidavit of Accuracy & Signature Page and accompanying documentation of signatory authorization. The submittal will be evaluated for scoring under this category based on the following information:

· Overall Qualifications: Provide a brief description of the Offeror’s understanding of the essential requirements involved in providing the required services as an Owner’s Advisor overall qualifications of the Offeror and Offeror’s personnel that may be assigned to the work described in the RFQ. Explain how these qualifications will provide a value for work to be conducted for MSDGC.

· Applicable Experience: The Offeror shall describe firm biographical information (i.e., profile and history) and its experience and past performance as an Owner’s Advisor that is applicable to the scope of the RFQ.

· Offeror Composition: The Offeror shall identify the firm name, business address, telephone number, and primary key contact. Describe the nature of activities the Offeror and key personnel or parts of the Offeror’s organization will perform with respect to Owner’s Advisor services and the scope of the RFQ.

· Multiple Offices: If the firm has more than one office, the Offeror shall submit a statement as to the amount of work to be completed in each office, i.e. the primary location/office for each of the key technical personnel to be assigned to this project; the type of work to be completed in each office and the percentage of the total project work to be completed in each office.

Deviation of the submitted QQ from compliance with the Attachment 1 instructions and requirements may render the Offeror’s submittal as “non-responsive” by the City.

OWNER’S ADVISOR SERVICERS FOR MILL CREEK WASTEWATER TREATMENT PLANT DEWATERING BUILDING IMPROVEMENTS

QUALIFICATION SUMMARY STATEMENT (ATTACHMENT 1 TO RFQ)

(Note: Qualifications of Key Personnel = 25%)

KEY PERSONNEL (ATTACHMENT 2 TO RFQ)

Rev. 20250124 Page | 1 2025-10-09 List of Key Personnel: In the table below, provide the names and summary information on the key personnel that may be assigned to the work described in Section 1 of the RFQ. You may attach this information to your submittal in lieu of completing this spreadsheet. However, your attachment MUST contain ALL elements in this spreadsheet (column headings and data requested). If your attachment does not mirror this spreadsheet, your submittal may be deemed incomplete. Offeror must attach the resume of each person identified on the key personnel list.

METROPOLITAN SEWER DISTRICT OF GREATER CINCINNATI

CONFIDENTIAL QUALIFICATIONS QUESTIONNAIRE for <INSERT>

ATTACHMENT B

Rev. 20250124 Page | 12 2025-10-09 Resume(s): The Offeror MUST attach a resume for each person identified in the List of Key Personnel. Each resume shall not exceed two (2) pages in length. Resumes are not included in the identified page limit for Attachment 2.

Instructions for Narrative and Organizational Chart: The narrative section of Attachment 2 shall be single-spaced in 12-point font on 8 ½ x 11 sheets with 1-inch margins. The organizational chart shall be provided on one or more 8 ½ x 11 sheets with 1-inch margins. The maximum number of pages for the narrative and the organizational chart combined shall not exceed 10 pages.

General Information: The Offeror shall identify by name and summarize the qualifications of the personnel that may be assigned to the work described in Section 1 - Request of the RFQ. The Offeror shall also identify the specialized skills and disciplines that will be required to complete the work, including demonstrable knowledge of and experience with the design-build procurement model, Owner’s Advisor services and solids process technical design, including dewatering facilities and odor control. The Offeror shall also demonstrate their ability to provide professional engineering and related consulting services to support the Project Team in each phase of the project (e.g., Planning, Design and Construction) as defined herein.

The submittal will be evaluated for scoring under this category based on the information listed below. A key factor for successful implementation of a project is ensuring qualified and dedicated staff are assigned for the duration of the project. The submittal shall address the following items:

· Organizational Chart: The Offeror shall provide an organizational chart identifying key personnel and illustrating their corresponding role with the work that may result from this RFQ. For each person listed in the organizational chart, provide a brief summary regarding the adequacy and appropriateness of their credentials and capabilities, expected project assignments and extent of their project participation, years of experience, and the relevance of their prior experience regarding the services described in the RFQ.

· Connection to Submitted Projects: MSDGC will look for connections between the key personnel and the projects listed in Attachment 4. Scoring will be advantaged by providing a matrix of personnel and their connections to the information in Attachment 4.

· Personnel Commitment: The Offeror shall demonstrate the commitment of its management, key, and other full-time personnel throughout the life of the contract. The date of availability, the level of commitment and office location shall be indicated for all key personnel. A description of management and key personnel relocating for work that may result from this RFQ and how they will interact with local staff may be noted.

· Continuity of Project Personnel: The Offeror shall provide a narrative to address how it will maintain the quality and depth of staff resources throughout the duration of the contract. MSDGC shall have approval authority regarding replacement of any key personnel.

Deviation of the submitted QQ from compliance with the Attachment 2 instructions and requirements may render the Offeror’s submittal as “non-responsive” by the City.

MSDGC QUALIFICATIONS QUESTIONNAIRE FOR RFQ # 265X901115

KEY PERSONNEL (ATTACHMENT 2 TO RFQ)

Rev. 20250124 Page | 1 2025-10-09 (Note: Project Approach and Management = 20%)

Instructions for Narrative: Provide no more than 5 pages of narrative single-spaced in 12-point font on 8 ½ x 11 sheets with 1-inch margins.

General Information:

The Offeror shall describe their ability as an Owner’s Advisor to provide all professional engineering and related consulting services, as identified in Section 1.4 Scope of Services, to support the referenced project during the planning, design, and construction phases. The narrative shall address the offeror’s ability to organize and perform tasks in each phase of the project, identify critical milestones and ensure progress, address contingencies that may arise during the project, facilitate project risk assessment, manage the project budget, schedule and scope, and ensure quality control. It is important for the Offeror to demonstrate their ability to advocate for the City while maintaining professional relationships with consultants and construction contractors during the project. The Offeror shall also demonstrate their ability to help the City make important decisions during the project by collecting and interpreting technical information from the design consultant and construction contractor.

The narrative shall be prepared for the specific scope of work described in this RFQ and address the following:

· General Approach: The Offeror shall outline how the project team will be organized and managed to provide the professional engineering and related consulting services in the planning, design, and construction phases of the project as identified in the RFQ and complete all deliverables in a timely fashion, in accordance with the scope of work.

· Project Specific Issues. The Project Approach and Management narrative shall be customized for the RFQ scope of work. It shall include specific project issues and design criteria and how the Offeror will address them during the work. It shall include how the Offeror will respond to potential challenges and/or important issues during the project.

· Qualified and Appropriate Staffing: The narrative shall describe how the project will be managed and staffed to provide quality and cost-effective services. It shall describe how the project will be staffed with personnel with relevant experience and expertise. It shall describe how subconsultants and technical staff will be managed and used to provide cost-effective and efficient services. It shall describe how quality assurance and quality control will be maintained and provided to staff and subconsultants.

· Schedule: The Project Approach and Management narrative shall explain how the Offeror shall expedite and accelerate the schedule for planning and design faster than the normal planning and design durations. The project will have an aggressive schedule though planning and design phases which are of paramount importance to MSDGC from a regulatory perspective. Offeror shall be required to adhere to the schedule.

· Responsiveness to Owner: The Offeror shall outline the approach to be taken to facilitate the Engineer of Record / Owner’s Advisor services for the project and provide the deliverables in a timely fashion, in accordance with the scope of the RFQ.

MSDGC QUALIFICATIONS QUESTIONNAIRE FOR RFQ # 265X901115

OWNER’S ADVISOR SERVICES FOR MILL CREEK WASTEWATER TREATMENT PLANT DEWATERING BUILDING IMPROVEMENTS

PROJECT APPROACH AND MANAGEMENT (ATTACHMENT 3 TO RFQ)

Deviation of the submitted QQ from compliance with the Attachment 3 instructions and requirements may render the Offeror’s submittal as “non-responsive” by the City.

(Note: Similar Completed Projects = 15%)

The applicability of and successful performance on completed MSDGC and non-MSDGC projects similar in scope to the one identified in this RFQ shall be evaluated for scoring this category.

List of Similar Completed Projects: List no more than six (6) similar projects Offeror has completed in the past five (5) years, including the project name, owner, contract amount, and completion date. The Offeror may attach this information to its submittal in lieu of completing this spreadsheet. However, the attachment MUST contain ALL elements in this spreadsheet (column headings and data requested). If the attachment does not mirror this spreadsheet, the submittal may be deemed incomplete. Please identify the involvement of the key personnel on these projects.

SIMILAR COMPLETED PROJECTS (ATTACHMENT 4 TO RFQ)

MSDGC QUALIFICATIONS QUESTIONNAIRE FOR RFQ # XXXX-XX

PROJECT TITLE

ATTACHMENT 4

Rev. 20250124 Page | 1 2025-10-09 Detailed Project Description: Using the format below, provide the requested information on each project included on the List of Similar Completed Projects in Attachment 4 that are most similar to the work described in this RFQ. Projects must have been performed under Offeror's current legal name or immediately-previous legal name (within past five years), whether as a prime consultant or as a subconsultant, and involve principals employed at the time of this submittal. Additional information: Attach separate sheets (maximum 2 sheets per project) to provide additional information related to the project description – specifically the type of expertise provided. The examples should include the nature of involvement in the project and any special environmental, political, or technical problems resolved during the project.

Contact Person: ____________________________________________________________________ Position: _________________________________________________________________________ Telephone Number: ________________________________________________________________ Email Address: ____________________________________________________________________

If not, explain why, including the original contract period and the final contract period.

8. Key personnel listed in Attachment 2 that worked on this project and their roles.

Deviation of the submitted QQ from compliance with the Attachment 4 instructions and requirements may render the Offeror’s submittal as “non-responsive” by the City.

SIMILAR COMPLETED PROJECTS (ATTACHMENT 4 TO RFQ)

Rev. 20250124 Page | 1 2025-10-09 (Note: Small Business Enterprise (SBE) Participation = 20% of overall evaluation score)

Overview:

This RFQ is subject to the MSDGC Small Business Enterprise (SBE) Program. The City is committed to increasing the participation of SBEs in all aspects of its contracting for MSDGC. This includes contracting with SBEs directly or indirectly, subcontracting and/or procurement activities.

There are many qualified SBE firms that have performed work with the City for MSDGC, but just as many qualified SBE firms that have not performed work with the City for MSDGC. A tenet of the SBE Program is economic inclusion which includes providing opportunities to firms with little or no work history on MSDGC projects, as subconsultants and/or Prime Consultants.

For this submittal, the Offeror must demonstrate how it intends to achieve or exceed the project’s established SBE goal. To be counted towards the established goal, a proposed SBE firm must be certified in the NIGP and/or NAICS code(s) for the scope of work being provided.

If the Offeror is a registered MSDGC SBE and/or certified by the City of Cincinnati Department of Economic Inclusion, this should be stated throughout the submittal. To be considered for SBE status, the Offeror must be certified in the NIGP and/or NAICS code(s) for the RFQ scope of services.

A list of current SBE and MSD-SBE firms can be found in the City of Cincinnati’s Vendor Compliance and Certification System (VCCS) Certified Directory via the following link:

https://cincinnati.diversitycompliance.com/.

SBE Participation Instructions:

1. Review the Professional Services Rating Rubric.

2. Complete one (1) Statement of Intent to Contract and Perform Form for each SBE subconsultant that will be utilized on the project. Note: If an SBE Offeror is not proposing to utilize other SBE subconsultants, the SBE Offeror must still submit one (1) form and only complete the first section of the form, sign and date.

3. Complete the RFP/Q Subconsultant Utilization Plan (Statement of Intent to Utilize Firms) Form. The plan should demonstrate that the Offeror will achieve or exceed the advertised SBE goal.

Deviation of the submitted QQ from compliance with the Attachment 5 instructions and requirements may render the Offeror’s submittal as “non-responsive” by the City.

Page Holder for SBE Participation Professional Services Rating Rubric

Following is a link to the referenced document:

Professional_Services_Small_Business_Enterprise_Rating_Rubric.pdf (msdgc.org)

OR

Insert the following address into your browser:

https://msdgc.org/sites/default/assets/downloads/doing_business/small_business_enterprise_program/sbe_forms/Professional_Services_Small_Business_Enterprise_Rating_Rubric.pdf

SBE Statement of Intent to Contract & Perform Form

SBE_Statement_of_Intent_to_Contract_and_Perform_Fillable_Form.pdf

OR

https://msdgc.org/sites/default/assets/downloads/doing_business/small_business_enterprise_program/sbe_forms/SBE_Statement_of_Intent_to_Contract_and_Perform_Fillable_Form.pdf

RFP_Q Subconsultant Utilization Plan

RFP_Q_Subconsultant_Utilization_Plan_Fillable_Form.pdf

OR

https://msdgc.org/sites/default/assets/downloads/doing_business/small_business_enterprise_program/sbe_forms/RFP_Q_Subconsultant_Utilization_Plan_Fillable_Form.pdf

OWNER’S ADVISOR SERVICES FOR MILL CREEK WASTEWATER TREATMENT PLANT DEWATERING BUILDING IMPROVEMENTS

SMALL BUSINESS ENTERPRISE (SBE) PARTICIPATION AND

PROFESSIONAL SERVICES RATING RUBRIC (ATTACHMENT 5 TO RFQ)

MSDGC QUALIFICATIONS QUESTIONNAIRE FOR RFQ # 265X901115

OWNER’S ADVISOR SERVICES FOR MILL CREEK WASTEWATER TREATMENT PLANT DEWATERING BUILDING IMPROVEMENTS

SMALL BUSINESS ENTERPRISE (SBE) PARTICIPATION AND

PROFESSIONAL SERVICES RATING RUBRIC (ATTACHMENT 5 TO RFQ)

AFFIDAVIT OF ACCURACY & SIGNATURE PAGE

The undersigned swears or affirms under the penalty of perjury that the Offeror, its agents, servants and/or employees, to the best of his/her knowledge and belief, have not in any way colluded with anyone for and on behalf of the Offeror to gain an unfair advantage over others, nor have they colluded with anyone for and on behalf of the Offeror, or themselves, to gain any favoritism in the award of any contract resulting from this Request for Qualifications (“RFQ”).

The undersigned further swears or affirms, to the best of his or her knowledge and belief, that the information contained in the submittal to this RFQ (“Submittal”), which is defined to include any information on the Qualifications Questionnaire (“QQ”), all attachments, exhibits and forms, is true and complete, and that the Offeror has not omitted any fact necessary to make the information contained in the submittal to this RFQ not misleading.

The Offeror’s submission of qualifications in response to this RFQ shall constitute a representation on its part that the Offeror (a) has reviewed and thoroughly understands the scope of work, terms and conditions set forth in this RFQ and draft Professional Agreement; (b) has made due inquiry to MSDGC as to the existence of any addenda issued in connection with this RFQ; (c) is satisfied that it has received any and all such addenda and has taken the contents thereof into consideration when preparing and submitting the Submittal; (d) understands all addenda will be issued via the MSDGC website and (e) accepts full and complete responsibility for the receipt of any and all such addenda and waives any claim of mistake or error in this Submittal based upon its failure, in fact, to have received any one or more addenda. The Offeror’s failure to receive any addenda shall in no event relieve the Offeror from any responsibility for incorporating the provisions of the addenda into its Submittal. Addenda, upon issuance by MSDGC, shall be deemed to have become a part of this RFQ to the same extent as if set fourth fully therein.

Full, Legal Name of Offeror

Name of Authorized Representative1

Title of Authorized Representative1

Signature of Authorized Representative1

Date

State of:

County of:

Sworn to and subscribed in my presence this _________ day of _________________, 2025 by

1Offeror must attach documentation of signatory authorization appropriate to the Offeror’s legal entity type, as identified in Attachment 0. Such documentation includes: corporate resolution (for corporations); operating agreement indicating authorized signatory(ies) (for LLCs); partnership agreement setting out who can act for the partnership (for partnerships). A template for a certificate of corporate resolution is available on the City’s “Bonfire” website portal at https://cincinnati-oh.bonfirehub.com/portal/.

A template for a certificate of corporate resolution is available on the City’s “Bonfire” website portal at https://cincinnati-oh.bonfirehub.com/portal/. Corporations must submit the certificate of corporate resolution with their submittals. They may complete and submit the certificate of corporate resolution template provided on the MSDGC website or submit a current existing certificate of corporate resolution that is dated within 12 months of the submittal deadline and contains all the elements included in the corporate resolution template that is provided on the MSDGC website.

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