2022-84 Final.pdf

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Districts Supervisory Control and Data Acquisition (SCADA) System Integrator of Record.
Solicitation number
S-C01010-00004397
Issued by
Clackamas County, Oregon

About this file

This document is a Request for Proposals (RFP) issued by Clackamas County, Oregon, seeking consultants to qualify as Supervisory Control and Data Acquisition (SCADA) System Integrators of Record for the County's Water Environment Services (WES) district. The selected proposers will provide the district with control system on-call services and project-specific services related to the design, installation, operation, and maintenance of the district's instrumentation and SCADA systems. The district plans to select at least two qualified proposers, and the term of the contract will be one year with the mutual option to renew for four additional one-year periods, not to exceed a total of five years.

The RFP outlines the district's existing SCADA system infrastructure, which includes five wastewater treatment facilities, twenty pump stations, twenty-five flow monitoring stations, and one regional detention facility. The district is interested in extending fiber optic communication to these assets and implementing data visualization software. Proposers are required to demonstrate their understanding of the district's needs, their approach to providing support, and their qualifications and experience in working with similar SCADA systems and water/wastewater infrastructure. Proposals will be evaluated based on the project team, firm qualifications and experience, and understanding and approach, with a total of 100 points available.

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Other files

File Type Posted
2022-84 Clarifying 2.pdf PDF
2022-84 Addendum 1.pdf PDF
2022-84 Clarifying 1.pdf PDF
RFP 2022-91 Clarifying Questions 2.pdf PDF
2022.84 Scada Notice of Intent to award.pdf PDF

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Text version

REQUEST FOR PROPOSALS #2022-84

FOR

Consultants to Qualify as

Districts Supervisory Control and Data Acquisition (SCADA) System Integrator of Record.

BOARD OF COUNTY COMMISSIONERS

TOOTIE SMITH, Chair

SONYA FISCHER, Commissioner PAUL SAVAS, Commissioner

MARK SHULL, Commissioner MARTHA SCHRADER, Commissioner

Gary Schmidt County Administrator

Thomas Candelario Contract Analyst

PROPOSAL CLOSING DATE, TIME AND LOCATION

DATE:

TIME:

PLACE:

October 18, 2022

2:00 PM, Pacific Time

Procurement@clackamas.us mailto:Procurement@clackamas.us

[Name of RFP] Page ii

SCHEDULE

Request for Proposals Issued…….................................................. September 15, 2022

Protest of Specifications Deadline..................................................September 26, 2022, 5:00 PM, Pacific Time

Deadline to Submit Clarifying Questions....................................... October 11, 2022, 5:00 PM, Pacific Time

Request for Proposals Closing Date and Time……....................... October 18, 2022, 2:00 PM, Pacific Time

Deadline to Submit Protest of Award............................................. Seven (7) days from the Intent to Award

Anticipated Contract Start Date…….............................................. January 2023

TABLE OF CONTENTS

Section 1 – Notice of Request for Proposals

Section 2 – Instructions to Proposers

Section 3 – Scope of Work

Section 4 – Evaluation and Selection Criteria

Section 5 – Proposal Content (Including Proposal Certification)

SECTION 1

NOTICE OF REQUEST FOR PROPOSALS

Notice is hereby given that Clackamas County through its Board of County Commissioners Water Environment Services (“WES”), will receive sealed Proposals per specifications until 2:00 PM, October 18, 2022 (“Closing”), to provide Consultants to Qualify as Districts Supervisory Control and Data Acquisition (SCADA) System Integrator of Record. No Proposals will be received or considered after that time.

RFP Documents can be downloaded from the state of Oregon procurement website (“OregonBuys”) at the following address https://oregonbuys.gov/bso/view/login/login.xhtml, Document No. S-C01010-000004397 .

Prospective Proposers will need to sign in to download the information and that information will be accumulated for a Plan Holder's List. Prospective Proposers are responsible for obtaining any Addenda, clarifying questions, and Notices of Award from OregonBuys. Sealed Proposals are to be emailed to Clackamas County Procurement Services at procurement@clackamas.us.

Contact Information Procurement Process and Technical Questions: Thomas Candelario, tcandelario@clackamas.us

The Board of County Commissioners reserves the right to reject any and all Proposals not in compliance with all prescribed public bidding procedures and requirements, and may reject for good cause any and all Proposals upon the finding that it is in the public interest to do so and to waive any and all informalities in the public interest. In the award of the contract, the Board of County Commissioners will consider the element of time, will accept the Proposal or Proposals which in their estimation will best serve the interests of Clackamas County and will reserve the right to award the contract to the contractor whose Proposal shall be best for the public good.

Clackamas County encourages proposals from Minority, Women, Veteran and Emerging Small Businesses.

https://oregonbuys.gov/bso/view/login/login.xhtml mailto:procurement@clackamas.us mailto:tcandelario@clackamas.us

[Name of RFP] Page 2

SECTION 2

INSTRUCTIONS TO PROPOSERS

Clackamas County (“County”) reserves the right to reject any and all Proposals received as a result of this RFP. County Local Contract Review Board Rules (“LCRB”) govern the procurement process for the County.

2.1 Modification or Withdrawal of Proposal: Any Proposal may be modified or withdrawn at any time prior to the Closing deadline, provided that a written request is received by the County Procurement Division Director, prior to the Closing. The withdrawal of a Proposal will not prejudice the right of a Proposer to submit a new Proposal.

2.2 Requests for Clarification and Requests for Change: Proposers may submit questions regarding the specifications of the RFP. Questions must be received in writing on or before 5:00 p.m. (Pacific Time), on the date indicated in the Schedule, at the Procurement Division address as listed in Section 1 of this RFP.

Requests for changes must include the reason for the change and any proposed changes to the requirements.

The purpose of this requirement is to permit County to correct, prior to the opening of Proposals, RFP terms or technical requirements that may be unlawful, improvident or which unjustifiably restrict competition.

County will consider all requested changes and, if appropriate, amend the RFP. No oral or written instructions or information concerning this RFP from County managers, employees or agents to prospective Proposers shall bind County unless included in an Addendum to the RFP.

2.3 Protests of the RFP/Specifications: Protests must be in accordance with LCRB C-047-0730.

Protests of Specifications must be received in writing on or before 5:00 p.m. (Pacific Time), on the date indicated in the Schedule, or within three (3) business days of issuance of any addendum, at the Procurement Division address listed in Section 1 of this RFP. Protests may not be faxed. Protests of the RFP specifications must include the reason for the protest and any proposed changes to the requirements.

2.4 Addenda: If any part of this RFP is changed, an addendum will be provided to Proposers that have provided an address to the Procurement Division for this procurement. It shall be Proposers responsibility to regularly check OregonBuys for any notices, published addenda, or response to clarifying questions.

2.5 Submission of Proposals: Proposals must be submitted in accordance with Section 5. All Proposals shall be legibly written in ink or typed and comply in all regards with the requirements of this RFP. Proposals that include orders or qualifications may be rejected as irregular. All Proposals must include a signature that affirms the Proposer’s intent to be bound by the Proposal (may be on cover letter, on the Proposal, or the Proposal Certification Form) shall be signed. If a Proposal is submitted by a firm or partnership, the name and address of the firm or partnership shall be shown, together with the names and addresses of the members. If the Proposal is submitted by a corporation, it shall be signed in the name of such corporation by an official who is authorized to bind the contractor. The Proposals will be considered by the County to be submitted in confidence and are not subject to public disclosure until the notice of intent to award has been issued.

No late Proposals will be accepted. Proposals submitted after the Closing will be considered late and will be returned unopened. Proposals may not be submitted by telephone or fax.

2.6 Post-Selection Review and Protest of Award: County will name the apparent successful Proposer in a Notice of Intent to Award published on OregonBuys. Identification of the apparent successful Proposer is procedural only and creates no right of the named Proposer to award of the contract. Competing Proposers shall be given seven (7) calendar days from the date on the Notice of Intent to Award to review the file at the Procurement Division office and file a written protest of award, pursuant to LCRB C-047-0740. Any award protest must be in writing and must be delivered by email, hand-delivery or mail to the address for the Procurement Division as listed in Section 1 of this RFP.

Only actual Proposers may protest if they believe they have been adversely affected because the Proposer would be eligible to be awarded the contract in the event the protest is successful. The basis of the written protest must

[Name of RFP] Page 3 be in accordance with ORS 279B.410 and shall specify the grounds upon which the protest is based. In order to be an adversely affected Proposer with a right to submit a written protest, a Proposer must be next in line for award, i.e. the protester must claim that all higher rated Proposers are ineligible for award because they are non-responsive or non-responsible.

County will consider any protests received and:

a. reject all protests and proceed with final evaluation of, and any allowed contract language negotiation with, the apparent successful Proposer and, pending the satisfactory outcome of this final evaluation and negotiation, enter into a contract with the named Proposer; OR

b. sustain a meritorious protest(s) and reject the apparent successful Proposer as nonresponsive, if such Proposer is unable to demonstrate that its Proposal complied with all material requirements of the solicitation and Oregon public procurement law; thereafter, County may name a new apparent successful Proposer; OR

c. reject all Proposals and cancel the procurement.

2.7 Acceptance of Contractual Requirements: Failure of the selected Proposer to execute a contract and deliver required insurance certificates within ten (10) calendar days after notification of an award may result in cancellation of the award. This time period may be extended at the option of County.

2.8 Public Records: Proposals are deemed confidential until the “Notice of Intent to Award” letter is issued.

This RFP and one copy of each original Proposal received in response to it, together with copies of all documents pertaining to the award of a contract, will be kept and made a part of a file or record which will be open to public inspection. If a Proposal contains any information that is considered a TRADE SECRET under ORS 192.345(2), SUCH INFORMATION MUST BE LISTED ON A SEPARATE SHEET CAPABLE OF SEPARATION

FROM THE REMAINING PROPOSAL AND MUST BE CLEARLY MARKED WITH THE

FOLLOWING LEGEND:

“This information constitutes a trade secret under ORS 192.345(2), and shall not be disclosed except in accordance with the Oregon Public Records Law, ORS Chapter 192.”

The Oregon Public Records Law exempts from disclosure only bona fide trade secrets, and the exemption from disclosure applies only “unless the public interest requires disclosure in the particular instance” (ORS 192.345).

Therefore, non-disclosure of documents, or any portion of a document submitted as part of a Proposal, may depend upon official or judicial determinations made pursuant to the Public Records Law.

2.9 Investigation of References: County reserves the right to investigate all references in addition to those supplied references and investigate past performance of any Proposer with respect to its successful performance of similar services, its compliance with specifications and contractual obligations, its completion or delivery of a project on schedule, its lawful payment of subcontractors and workers, and any other factor relevant to this RFP. County may postpone the award or the execution of the contract after the announcement of the apparent successful Proposer in order to complete its investigation.

2.10 RFP Proposal Preparation Costs and Other Costs: Proposer costs of developing the Proposal, cost of attendance at an interview (if requested by County), or any other costs are entirely the responsibility of the Proposer, and will not be reimbursed in any manner by County.

2.11 Clarification and Clarity: County reserves the right to seek clarification of each Proposal, or to make an award without further discussion of Proposals received. Therefore, it is important that each Proposal be submitted initially in the most complete, clear, and favorable manner possible.

2.12 Right to Reject Proposals: County reserves the right to reject any or all Proposals or to withdraw any item from the award, if such rejection or withdrawal would be in the public interest, as determined by County.

[Name of RFP] Page 4

2.13 Cancellation: County reserves the right to cancel or postpone this RFP at any time or to award no contract.

2.14 Proposal Terms: All Proposals, including any price quotations, will be valid and firm through a period of one hundred and eighty (180) calendar days following the Closing date. County may require an extension of this firm offer period. Proposers will be required to agree to the longer time frame in order to be further considered in the procurement process.

2.15 Oral Presentations: At County’s sole option, Proposers may be required to give an oral presentation of their Proposals to County, a process which would provide an opportunity for the Proposer to clarify or elaborate on the Proposal but will in no material way change Proposer’s original Proposal. If the evaluating committee requests presentations, the Procurement Division will schedule the time and location for said presentation. Any costs of participating in such presentations will be borne solely by Proposer and will not be reimbursed by County. Note: Oral presentations are at the discretion of the evaluating committee and may not be conducted;

therefore, written Proposals should be complete.

2.16 Usage: It is the intention of County to utilize the services of the successful Proposer(s) to provide services as outlined in the below Scope of Work.

2.17 Review for Responsiveness: Upon receipt of all Proposals, the Procurement Division or designee will determine the responsiveness of all Proposals before submitting them to the evaluation committee. If a Proposal is incomplete or non-responsive in significant part or in whole, it will be rejected and will not be submitted to the evaluation committee. County reserves the right to determine if an inadvertent error is solely clerical or is a minor informality which may be waived, and then to determine if an error is grounds for disqualifying a Proposal. The Proposer’s contact person identified on the Proposal will be notified, identifying the reason(s) the Proposal is non-responsive. One copy of the Proposal will be archived and all others discarded.

2.18 RFP Incorporated into Contract: This RFP will become part of the Contract between County and the selected contractor(s). The contractor(s) will be bound to perform according to the terms of this RFP, their Proposal(s), and the terms of the Sample Contract.

2.19 Communication Blackout Period: Except as called for in this RFP, Proposers may not communicate with members of the Evaluation Committee or other County employees or representatives about the RFP during the procurement process until the apparent successful Proposer is selected, and all protests, if any, have been resolved. Communication in violation of this restriction may result in rejection of a Proposer.

2.20 Prohibition on Commissions and Subcontractors: County will contract directly with persons/entities capable of performing the requirements of this RFP. Contractors must be represented directly.

Participation by brokers or commissioned agents will not be allowed during the Proposal process. Contractor shall not use subcontractors to perform the Work unless specifically pre-authorized in writing to do so by the County. Contractor represents that any employees assigned to perform the Work, and any authorized subcontractors performing the Work, are fully qualified to perform the tasks assigned to them, and shall perform the Work in a competent and professional manner. Contractor shall not be permitted to add on any fee or charge for subcontractor Work. Contractor shall provide, if requested, any documents relating to subcontractor’s qualifications to perform required Work.

2.21 Ownership of Proposals: All Proposals in response to this RFP are the sole property of County, and subject to the provisions of ORS 192.410-192.505 (Public Records Act).

2.22 Clerical Errors in Awards: County reserves the right to correct inaccurate awards resulting from its clerical errors.

[Name of RFP] Page 5

2.23 Rejection of Qualified Proposals: Proposals may be rejected in whole or in part if they attempt to limit or modify any of the terms, conditions, or specifications of the RFP or the Sample Contract.

2.24 Collusion: By responding, the Proposer states that the Proposal is not made in connection with any competing Proposer submitting a separate response to the RFP, and is in all aspects fair and without collusion or fraud. Proposer also certifies that no officer, agent, elected official, or employee of County has a pecuniary interest in this Proposal.

2.25 Evaluation Committee: Proposals will be evaluated by a committee consisting of representatives from County and potentially external representatives. County reserves the right to modify the Evaluation Committee make-up in its sole discretion.

2.26 Commencement of Work: The contractor shall commence no work until all insurance requirements have been met, the Protest of Awards deadline has been passed, any protest have been decided, a contract has been fully executed, and a Notice to Proceed has been issued by County.

2.27 Nondiscrimination: The successful Proposer agrees that, in performing the work called for by this RFP and in securing and supplying materials, contractor will not discriminate against any person on the basis of race, color, religious creed, political ideas, sex, age, marital status, sexual orientation, gender identity, veteran status, physical or mental handicap, national origin or ancestry, or any other class protected by applicable law.

[Name of RFP] Page 6

SECTION 3

SCOPE OF WORK

3.1. INTRODUCTION

Clackamas County Water Environment Services (WES) referred to as “District”, is seeking Proposals from consultants to qualify as system integrators for the District, The most qualified proposers will serve as the Districts Supervisory Control and Data Acquisition (SCADA) System Integrator of Record..

Please direct all Technical/Specifications or Procurement Process Questions to the indicated representative referenced in the Notice of Request for Proposals and note the communication restriction outlined in Section 2.19.

3.2 BACKGROUND

The Districts’ SCADA system consists of five (5) wastewater treatment facilities, twenty (20) Pump Stations, (25) Flow Monitoring Stations and one (1) North Clackamas Park Regional Detention Facility.

The existing SCADA system includes operational control, monitoring and data logging for the Tri-City and Kellogg Creek Water Resource Recovery Facilities (WRRF) utilizing fiber optic communications for Remote Bases, PLCs and Servers.

In the future, it is the desire of the District to extend fiber optic communication to other assets, such as our more remote treatment facilities, pump stations, flow monitoring stations and a regional water detention facility. Currently, data at these assets is collected manually and is not stored in the SCADA system archives.

In addition to plant HMI and Historian, WES is currently in the process of implementing the data visualization software using eRIS.

Tri-City WRRF includes two different secondary processes, Conventional Activated Sludge (CAS) and Membrane Bioreactor (MBR). Both processes share a common SCADA system which consists of various types and ages of instrumentation, drives and PLCs.

The CAS side of the plant consists of Siemens S7-300, S7-400, S7-1200 and S7-1500 PLCs (one redundant S7-400) utilizing Siemens 505 series, Siemens S7-300, S7-1200 and S7-1500 style I/O.

There are various manufacturer-supplied skids controlled by Allen Bradley PLCs and utilizing Allen Bradley I/O.

The MBR side of the plant consists of Siemens S7-200, S7-300, S7-400 and S7-1200 PLCs (three redundant S7-400s) utilizing Siemens S7-200, S7-300 and S7-1200 style I/O. There is a redundant Allen Bradley PLC, which runs the MBR process and utilizes Allen Bradley I/O. The Process and Air Scour Blowers are also controlled by Allen Bradley PLCs, utilizing Allen Bradley I/O.

The fiber optic system consists of running Profibus from Remote Bases to PLCs and from PLCs to Servers. There are also fiber optic cables connecting the Tri-City, Kellogg Creek and HoodlandWRRFs.

The SCADA communication system consists of Cat 5 Industrial Ethernet, Cat 5 Profinet Industrial Ethernet, Profibus DP, Profibus PA, Controlnet, Fiber Optic Single Mode and Fiber Optic Multi Mode.

[Name of RFP] Page 7

The Servers located at the Tri-City WRRF consist of I/O, INSQL, Application, Auto Dialer and a PDC Server. The Plant is staffed ten (10) hours per day and seven (7) days per week and relies on two (2) auto dialers for notification of an alarm during off hours. The HMI application is Wonderware InTouch version 11.1. There are various Operator Work Stations and Development Work Stations located in the plant.

Kellogg Creek WRRF includes a Conventional Activated Sludge (CAS) secondary process and has a SCADA system, which consists of various types and ages of instrumentation and drives.

The PLCs consist of Siemens S7-300 and S7-400 PLCs utilizing Siemens 505 series and Siemens S7-300 and S7-400 style I/O.

The fiber optic system consists of running Profibus from Remote Bases to PLCs and Ethernet from PLCs to Servers. There are also fiber optic cables connecting the Tri-City, Kellogg Creek and Hoodland WRRFs.

The SCADA communication system consists of Cat 5 Industrial Ethernet, Profibus DP, Fiber Optic Single Mode and Fiber Optic Multi Mode.

The Servers located at the Kellogg Creek facility consist of I/O, INSQL, Application and Auto Dialer.

The Plant is staffed eight (8) hours per day and seven (7) days per week and relies on two (2) auto dialers for notification of an alarm during the off hours. The HMI application is Wonderware InTouch version

11.1. There are various Operator Work Stations and Development Work Stations located in the plant.

Hoodland WRRF includes a small Rotating Biological Contactor (“RBC”) process and has a SCADA system, which consists of various types and ages of instrumentation and drives.

The PLC consists of one (1) Siemens S7-1500 utilizing Siemens S7-1500 style I/O.

There are fiber optic cables connecting the Tri-City, Kellogg Creek and Hoodland Treatment Plants.

The SCADA communication system consists of Cat 5 Industrial Ethernet.

The Servers located at the Hoodland facility consist of I/O, INSQL, Application and Auto Dialer. The Plant is staffedeight (8) hours per day, five (5) days per week and relies on two (2) auto dialers for alarm notification of an alarm during the off hours The HMI application is Wonderware InTouch version 11.1.

There is one (1) Operator Work Station located in the plant.

Boring WRRF is a small lagoon system. There is some automation but no SCADA system.

The PLC consists of one (1) Siemens S7-1200 PLC utilizing Siemens S7-1200 style I/O.

The plant is not staffed and is tested on a regular basis. Currently fiber optic cables are not available at the site. If they do become available, a decision will be made at that time whether or not to automate.

Fischer’s Forest Park Water Pollution Control Facility consists of a recirculation structure and disposal lift station system. There is some automation but no SCADA system. The site consists of a PLC, radio modem and radio. Currently fiber optic cables are not available at the site. If they do become available, a decision will be made at that time whether or not to add SCADA.

Remote Pump Stations: Approximately half of the pump stations are controlled by PLCs (mostly Siemens); some pump stations also have HMI touch panels utilizing Wonderware InTouch and Siemens

[Name of RFP] Page 8 software. The rest are controlled by float switches and bubbler systems. The telemetry system consists of one (1) master controller and twenty (20) remote sites. Each site consists of a PLC, radio modem and radio. The master provides information to the HMI workstation and alarms will be sent out by the means of an auto dialer. Currently fiber optic cables are not available at any sites (with the exception of Arrah Wanna, Willamette, Clackamas and Intertie 2 Pump Stations). If they do become available, a decision will be made at that time to automate or not.

Rain Gauge Stations

Flow Monitoring Stations monitor the sewage conveyance systems and stream flows. They consist of various types of instruments such as flow, temp and pH. Data is manually collected or collected via cellular technology at each station. There is no SCADA system or automation. Currently fiber optic cables are not available at any sites. If they do become available, a decision will be made at that time whether or not to automate.

North Clackamas Park Regional Detention Facility: The purpose of this facility is to reduce flooding to the area without causing negative impacts to upstream and downstream properties. The system is controlled with a PLC and has a float system for redundant backup. There is some automation but no SCADA system. Currently fiber optic cables are not available at this site. If they do become available, a decision will be made at that time whether or not to automate.

3.3. SCOPE OF WORK

3.3.1. Scope of Services:

The district plans to select at least two qualified proposers as the Districts Integrators of Record. These selected proposers will provide the District with control system on-call services and project-specific services related to the design, installation and operation and maintenance of the Districts’ instrumentation and SCADA systems. The System Integrator will be required to negotiate individual scopes of work and budgets during the duration of the contract for operational support as needed for the SCADA system for services pertaining to specific projects.

The System Integrator of Record shall be available as an on-call service provider and work with future capital project designers and contractors for design, design assistance, programming, installation, implementation and startup of Instrumentation, SCADA and Telemetry control systems.

3.3.3. Term of Contract:

The term of the contract shall be a period of one (1) year with the mutual option to renew for four (4) additional one (1) year periods. The total term of the contract cannot exceed five (5) years.

3.3.4 Sample Contract: Submission of a Proposal in response to this RFP indicates Proposer’s willingness to enter into a contract containing substantially the same terms (including insurance requirements) of the sample contract identified below. No action or response to the sample contract is required under this RFP. Any objections to the sample contract terms should be raised in accordance with Paragraphs 2.2 or 2.3 of this RFP, pertaining to requests for clarification or change or protest of the RFP/specifications, and as otherwise provided for in this RFP. This RFP and all supplemental information in response to this RFP will be a binding part of the final contract.

The applicable Sample Personal Services Contract, for this RFP can be found at https://www.clackamas.us/finance/terms.html.

https://www.clackamas.us/finance/terms.html

[Name of RFP] Page 9

Personal Services Contract (unless checked, item does not apply)

The following paragraphs of the Professional Services Contract will be applicable:

Article I, Paragraph 5 – Travel and Other Expense is Authorized Article II, Paragraph 28 – Confidentiality Article II, Paragraph 29 – Criminal Background Check Requirements Article II, Paragraph 30 – Key Persons Article II, Paragraph 31 – Cooperative Contracting Article II, Paragraph 32 – Federal Contracting Requirements Exhibit A – On-Call Provision

The following insurance requirements will be applicable:

Commercial General Liability: combined single limit, or the equivalent, of not less than $1,000,000 per occurrence, with an annual aggregate limit of $2,000,000 for Bodily Injury and Property Damage.

Professional Liability: combined single limit, or the equivalent, of not less than $1,000,000 per occurrence, with an annual aggregate limit of $2,000,000 for damages caused by error, omission or negligent acts.

Automobile Liability: combined single limit, or the equivalent, of not less than $1,000,000 per occurrence for Bodily Injury and Property Damage.

[Name of RFP] Page 10

SECTION 4

EVALUATION PROCEDURE

4.1 An evaluation committee will review all Proposals that are initially deemed responsive and they shall rank the Proposals in accordance with the below criteria. The evaluation committee may recommend an award based solely on the written responses or may request Proposal interviews/presentations.

Interviews/presentations, if deemed beneficial by the evaluation committee, will consist of the highest scoring Proposers. The invited Proposers will be notified of the time, place, and format of the interview/presentation. Based on the interview/presentation, the evaluation committee may revise their scoring.

Written Proposals must be complete and no additions, deletions, or substitutions will be permitted during the interview/presentation (if any). The evaluation committee will recommend award of a contract to the final County decision maker based on the highest scoring Proposal. The County decision maker reserves the right to accept the recommendation, award to a different Proposer, or reject all Proposals and cancel the RFP.

Proposers are not permitted to directly communicate with any member of the evaluation committee during the evaluation process. All communication will be facilitated through the Procurement representative.

4.2 Evaluation Criteria

Category Points available:

Project Team 0-25 Firm Qualifications and Experience 0-25 Understanding and Approach 0-50

Available points 0-100

4.3 Once a selection has been made, the County will enter into contract negotiations. During negotiation, the County may require any additional information it deems necessary to clarify the approach and understanding of the requested services. Any changes agreed upon during contract negotiations will become part of the final contract. The negotiations will identify a level of work and associated fee that best represents the efforts required. If the County is unable to come to terms with the highest scoring Proposer, discussions shall be terminated and negotiations will begin with the next highest scoring Proposer. If the resulting contract contemplates multiple phases and the County deems it is in its interest to not authorize any particular phase, it reserves the right to return to this solicitation and commence negotiations with the next highest ranked Proposer to complete the remaining phases.

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SECTION 5

PROPOSAL CONTENTS

5.1. Vendors must observe submission instructions and be advised as follows:

5.1.1. Complete Proposals must be mailed to the below address or emailed to Procurement@clackamas.us.

The subject line of the email must identify the RFP title. Proposers are encouraged to contact Procurement to confirm receipt of the Proposal.

5.1.3. County reserves the right to solicit additional information or Proposal clarification from the vendors, or any one vendor, should the County deem such information necessary.

5.1.4. Proposal may not exceed a total of 20 pages (single-sided), inclusive of all exhibits, attachments or other information.

Provide the following information in the order in which it appears below:

5.2 Cover Letter:

The cover letter should identify the proposing entity, the contact for the procurement and contract negotiation process, and be signed by an authorized representative or official.

5.3 Project Team:

Provide a description of the proposed project team. Proposer shall identify key team members, and include individual qualifications, capabilities, and experience. Provide a description of the following:

• Description of the firm and what distinguishes the firm from other firms performing similar services

• Provide a staffing plan to demonstrate the structure and responsibilities of your team to support the districts and the qualifications to provide support to the equipment identified in Section 3.2 Background.

• Provide description of previous experience of the key individuals working together as a team.

• Provide a description on how you plan to make your staff available and to be responsive support in support of the district’s needs.

5.4 Firm Qualifications and Experience

Provide a brief history of the firm’s, experience and capabilities. Highlight recent (within the last 5 years) and local project experience. Particular emphasis on projects that demonstrate the qualifications and specialized experience of the staff who will work directly with the District is preferred.

Provide project descriptions including scope, type of facility, year completed, project size and location, and proposed team members who were involved and their roles. Specific emphasis placed on prior projects dealing with WRRF telemetry and SCADA systems. For all projects listed, provide name of the owner, owner’s contact person with their phone number and email address. Contact information must be current and accurate.

Provide any other information applicable to the evaluation of the firm’s qualifications for providing the district with the services of integrator of record.

5.5 Understanding and Approach

mailto:Procurement@clackamas.us

[Name of RFP] Page 12

This criterion relates to the Proposer’s understanding of the Districts needs for an on-call Integrator of Record and the methodology and course of action used to meet the goals and objectives. The issue is whether the Proposer has a clear and concise understanding of the potential problems that arise with the telemetry and SCADA systems in an active treatment facility and define what constitutes an emergency. Provide a description of the following:

• Proposer’s understanding of the Districts needs as demonstrated in the RFP.

• Proposer’s awareness of key issues that may occur if facilities telemetry and SCADA system fails

• Provide a description of local support and how you will make your staff available to support our projects.

• Provide a copy of the QA/QC program.

• Provide verification of experience with fiber-optic cable and patch panel design and troubleshooting.

• Provide a description on your firm’s capabilities with the eRIS data visualization platform.

5.6 Resumes

Provide a resume no longer than two pages for each key project team member, highlighting relevant experience and certifications. Resumes will not be included in page count.

5.7 References

Provide three (3) references from clients your firm has served similar to the County in the past three (3) years, including one client that has newly engaged the firm in the past thirty-six (36) months and one (1) long-term client.

Provide the name, address, email, and phone number of the references.

5.8 Fees

Fees should be on a time and material with a not to exceed fee basis. Fees should be sufficiently descriptive to facilitate acceptance of a Proposal. List the not-to-exceed amount you propose for the service. If time and material basis – Fees and fee schedules should outline all estimated expenses, hourly rates for all assigned individuals, anticipated travel, other reimbursable expenses.

5.9 Completed Proposal Certification (see the below form)

[Name of RFP] Page 13

PROPOSAL CERTIFICATION

RFP #2022-84

Submitted by:

(Must be entity’s full legal name, and State of Formation)

Each Proposer must read, complete and submit a copy of this Proposal Certification with their Proposal. Failure to do so may result in rejection of the Proposal. By signature on this Proposal Certification, the undersigned certifies that they are authorized to act on behalf of the Proposer and that under penalty of perjury, the undersigned will comply with the following:

SECTION I. OREGON TAX LAWS: As required in ORS 279B.110(2)(e), the undersigned hereby certifies that, to the best of the undersigned’s knowledge, the Proposer is not in violation of any Oregon Tax Laws. For purposes of this certification, “Oregon Tax Laws” means the tax laws of the state or a political subdivision of the state, including ORS 305.620 and ORS chapters 316, 317 and 318. If a contract is executed, this information will be reported to the Internal Revenue Service. Information not matching IRS records could subject Proposer to 24% backup withholding.

SECTION II. NON-DISCRIMINATION: That the Proposer has not and will not discriminate in its employment practices with regard to race, creed, age, religious affiliation, sex, disability, sexual orientation, gender identity, national origin, or any other protected class. Nor has Proposer or will Proposer discriminate against a subcontractor in the awarding of a subcontract because the subcontractor is a disadvantaged business enterprise, a minority-owned business, a woman-owned business, a business that a service-disabled veteran owns or an emerging small business that is certified under ORS 200.055.

SECTION III. CONFLICT OF INTEREST: The undersigned hereby certifies that no elected official, officer, agent or employee of Clackamas County is personally interested, directly or indirectly, in any resulting contract from this RFP, or the compensation to be paid under such contract, and that no representation, statements (oral or in writing), of the County, its elected officials, officers, agents, or employees had induced Proposer to submit this Proposal. In addition, the undersigned hereby certifies that this proposal is made without connection with any person, firm, or corporation submitting a proposal for the same material, and is in all respects fair and without collusion or fraud.

SECTION IV. COMPLIANCE WITH SOLICITATION: The undersigned further agrees and certifies that they:

1. Have read, understand and agree to be bound by and comply with all requirements, instructions, specifications, terms and conditions of the RFP (including any attachments); and

2. Are an authorized representative of the Proposer, that the information provided is true and accurate, and that providing incorrect or incomplete information may be cause for rejection of the Proposal or contract termination; and

3. Will furnish the designated item(s) and/or service(s) in accordance with the RFP and Proposal; and

4. Will use recyclable products to the maximum extend economically feasible in the performance of the contract work set forth in this RFP.

Name:_______________________________________ Date:______________________________________

Signature:____________________________________ Title:______________________________________

Email:_______________________________________ Telephone:_________________________________

Oregon Business Registry Number:________________ OR CCB # (if applicable):________________________

Business Designation (check one):

Corporation Partnership Sole Proprietorship Non-Profit Limited Liability Company

Resident Quoter, as defined in ORS 279A.120 Non-Resident Quote. Resident State:__________________________

SONYA FISCHER, Commissioner
PAUL SAVAS, Commissioner
MARK SHULL, Commissioner
MARTHA SCHRADER, Commissioner
PROPOSAL CLOSING DATE, TIME AND LOCATION
TIME: 2:00 PM, Pacific Time
PLACE: Procurement@clackamas.us
Deadline to Submit Clarifying Questions....................................... October 11, 2022, 5:00 PM, Pacific Time
Request for Proposals Closing Date and Time……....................... October 18, 2022, 2:00 PM, Pacific Time
Deadline to Submit Protest of Award............................................. Seven (7) days from the Intent to Award
Anticipated Contract Start Date…….............................................. January 2023
Category Points available:

File details come from the government source that posted it. Updated .