DATE: October 2, 2026

RE: REQUEST FOR PROPOSALS (RFP)

One (1) certified professional firm to provide all engineering services required for:

Street Lighting Professional Continuing Services Contract

On a Consultant Service Authorization Basis

Project No.: 2026052

In accordance with the enclosed Palm Beach County Notice (Notice), Prime Consultants interested in the above referenced project are invited to attend a pre-proposal meeting and submit the documentation listed in the attached Notice by the proposal submittal deadline.

NON-MANDATORY PRE-PROPOSAL MEETING

2300 N. Jog Road, Rm. 3W-12, West Palm Beach FL 33411

Thursday, October 15, 2026 at 2:00 p.m.

Webex Option – https://pbc-gov.webex.com/meet/Eng-RoadwayBids

PROPOSAL SUBMITTAL DEADLINE

delivered no later than 4:00 p.m., November 3, 2026 to Roadway Production 2300 N. Jog Road, Rm. 3W-33

West Palm Beach FL 33411

TENTATIVE DATES (Subject to Change)

Shortlist Committee Meeting: December 9, 2026

Final Selection Committee Meeting: January 14, 2026

The Notice and any updates will be posted to the following website:

https://pbcvssp.pbc.gov/vssprd/Advantage4

Questions may be submitted to Eng-RoadwayBids@pbc.gov

(please include the project number and title in the email subject line) https://pbc-gov.webex.com/meet/Eng-RoadwayBids https://pbcvssp.pbc.gov/vssprd/Advantage4 mailto:Eng-RoadwayBids@pbc.gov

REQUEST FOR PROPOSALS

Project #2026052 Page 2 of 8 Date: October 2, 2026

SUPPLEMENTAL INFORMATION TO THE NOTICE:

Project Details

Project Scope: Three (3) year Professional Continuing Services contract to provide street lighting system design and related inspection (CEI) services on a consultant service authorization basis, throughout Palm Beach County, and for any County Department.

Anticipated Schedule

1. Submit Personnel Rates to Palm Beach County within 2 weeks of

Selection Committee Meeting

2. Submit Draft Fees and revised scope within 1 week of receiving comments

3. Complete negotiations within 1 month of scope meeting

4. Contract award should be no more than 10 months from the selection committee meeting

5. Schedules for each CSA will be determined as they arise.

Deliverables – See Palm Beach County Roadway Design Procedures https://discover.pbcgov.org/engineering/roadwayproduction/PDF/Design

StandardsFinal.pdf

Services Required – See attached Notice

Applicable Standards, Specifications, Policies include but may not be limited to the following:

1. Florida Department of Transportation (FDOT) Manual of Uniform

Minimum Standards for Design, Construction and Maintenance for

Streets and Highways, commonly known as the Florida Green Book;

2. FDOT Design Manual

3. FDOT Roadway and Traffic Design Standards, commonly known as the FDOT Index

4. Palm Beach County Roadway Design Procedures https://discover.pbcgov.org/engineering/roadwayproduction/PDF/

DesignStandardsFinal.pdf

Project Funding – TBD for each CSA

Palm Beach County Project Manager – TBD for each CSA https://discover.pbcgov.org/engineering/roadwayproduction/PDF/DesignStandardsFinal.pdf https://discover.pbcgov.org/engineering/roadwayproduction/PDF/DesignStandardsFinal.pdf https://discover.pbcgov.org/engineering/roadwayproduction/PDF/DesignStandardsFinal.pdf https://discover.pbcgov.org/engineering/roadwayproduction/PDF/DesignStandardsFinal.pdf

Project #2026052 Page 3 of 8 Date: October 2, 2026

Proposal Submittal Requirements

(All documents shall be on letter size paper only)

See Attached Notice for:

• Items required with Proposal

• Submittal Deadline

• Submittal Location

• Format of Proposal (i.e. hardcopy, electronic, etc)

• Small Business Development (SBD) Ordinance requirements

• Pre-Proposal Meeting Information

• Additional Details

See website for more detailed instructions at https://discover.pbcgov.org/engineering/roadwayproduction/Pages/Roadw ay-Publications.aspx located in the Proposal Requirements section of the webpage

Required Team Summary at end of Letter of Interest - This table defines your official team and will supersede any conflicting or supplemental information listed elsewhere in the proposal. It will be what is used to assign points and analyze the team for completeness. It is what will be presented to the committees in their summaries.

The last paragraph of the Prime consultant’s Letter of Interest (LOI) must include a team summary in the format below showing the information that is provided on the prime and sub-consultant questionnaires.

• Firms’ full Sunbiz registered names should be used on this table.

• Do not leave blanks or enter “TBD” on this table.

• The team summary must be signed to confirm the accuracy of the attached information.

• Questionnaires, which must accompany the LOI, should match the information provided in this chart.

The same size (or larger) font as used in the rest of the letter of interest should be used for this table.

https://discover.pbcgov.org/engineering/roadwayproduction/Pages/Roadway-Publications.aspx

Project #2026052 Page 4 of 8 Date: October 2, 2026

The Fee Considered Total $ reflects the total prior work awarded to the firm by PBC, and is derived from the total in the Questionnaire.

C = CCNA Certified

C/SBE = CCNA Certified and SBE certified with Palm Beach County OSBD

C/S = CCNA Certified and M/WBE certified with the State of Florida

Accuracy

The completeness and accuracy of information submitted is the responsibility of the prime consultant.

Office of the Inspector General (http://pbcgov.com/oig/)

Palm Beach County has established the Office of the Inspector General, Ordinance R2009-049, as may be amended. The Inspector General’s authority includes but is not limited to the power to review past, present and proposed County contracts, transactions, accounts and records, to require the production of records, and audit, investigate, monitor, and inspect the activities of the contractor, its officers, agents, employees, and lobbyists in order to ensure compliance with contract specifications and detect corruption and fraud. All contractors and parties doing business with the

County and receiving County funds shall fully cooperate with the Inspector

General including receiving access to records relating to Bid or any resulting contract.

Prime/Sub-

Consultant

C/SBE

or C

Service

Provided (Category #)

Participation (For this Project)

Fee

Considered

Total $ *

Prime, Inc.

(>50%)

C/XX # % $$$$$$$

Sub-consultant #1

C/SBE # % $$$$$$$

Sub-consultant #2 C/S # % $$$$$$$

Total Participation for the Team 100% $$$$$$$$

By signing below, signatory confirms that the above information matches the information on the attached questionnaires.

Print (Name and Title) Signature http://pbcgov.com/oig/

Project #2026052 Page 5 of 8 Date: October 2, 2026

Policy and Procedure Manual (PPM) for CCNA Selections

PPM CW-O-048 presents the procedure for acquisition of professional services, and is available online at:

https://discover.pbcgov.org/publicaffairs/Pages/Policies-and-Procedures-

Manual.aspx

This manual also includes the evaluation criteria as well as committee memberships.

Unrequested Services

Sub-Consultants providing services that were not requested in the Notice may be disregarded (for the unrequested services only).

CCNA Certification

Consultants proposing to provide CCNA services without the accompanying Palm Beach County CCNA certification may be disregarded

(for the uncertified service only). Applications must be submitted and considered “significantly complete” prior to the RFP deadline for it to be considered for a proposal submittal.

CCNA Certification Application and Instructions can be found at https://discover.pbcgov.org/engineering/roadwayproduction/Pages/CCNA

.aspx

A listing of CCNA Certified Firms can be found under “Links” at https://discover.pbcgov.org/engineering/roadwayproduction/Pages/Roadw ay-Publications.aspx

Communication with Engineering Department Staff

No oral interpretation of this RFP shall be issued or considered binding.

Any interpretation, clarification, correction, or change to this RFP will be made only via Update or Addendum and posted to the VSS website listed in the advertisement.

Updates/Addenda

As they are issued, all Updates and Addenda to this RFP will be posted under the applicable solicitation on the County’s on-line Vendor Self

Service (VSS). Interpretations, corrections or changes made in any other manner will not be binding, and proposers shall not rely upon such interpretations, corrections or changes. It is the sole responsibility of the https://discover.pbcgov.org/publicaffairs/Pages/Policies-and-Procedures-Manual.aspx https://discover.pbcgov.org/publicaffairs/Pages/Policies-and-Procedures-Manual.aspx https://discover.pbcgov.org/engineering/roadwayproduction/Pages/CCNA.aspx https://discover.pbcgov.org/engineering/roadwayproduction/Pages/CCNA.aspx

Project #2026052 Page 6 of 8 Date: October 2, 2026 proposer to routinely check VSS for any updates or addenda that may have been issued prior to the deadline for receipt of proposals. The County shall not be responsible for the completeness of any RFP package not downloaded from VSS.

County Standard Contract Required

The selected consultant will be expected to execute the County’s standard contract for consulting/professional services.

• Countywide Contract Template https://discover.pbcgov.org/ofmb/PDF/Contracts/Consulting%20P rofessional%20Services%20Contract.pdf

• Engineering and Public Works Contract Template (Attachment

3)

• Palm Beach County Policy on CCNA Contract Multipliers http://www.pbcgov.com/publicaffairs/ppm/pdf/cw-f-066.pdf

• Palm Beach County Policy on Electronic Signatures http://www.pbcgov.com/publicaffairs/ppm/pdf/CW-R-010.pdf

Clarification of Responses

A response to this RFP does not constitute a bid, therefore Palm Beach

County retains the right to contact any/all proposers after submittal in order to obtain supplemental information and/or clarification in either oral or written form.

Results

Selection Results and Notification from Owner, with recommended awards, will be posted at the location where Proposals were received, for review by interested parties prior to submission through the appropriate approval process to the Board of County Commissioners for approval of award, and will remain posted for a period of five (5) business days. After posting, any actual or prospective bidder or proposer who is aggrieved in connection with the pending award or other element of the process leading to the award of a contract may protest to the Director of Procurement. The protest shall be submitted within five (5) business days after posting of the award recommendation. The protest must be in writing and must identify the protestor and the solicitation and shall include a factual summary of the basis of the protest and shall include a protest bond in the amount of: (1) https://discover.pbcgov.org/ofmb/PDF/Contracts/Consulting%20Professional%20Services%20Contract.pdf https://discover.pbcgov.org/ofmb/PDF/Contracts/Consulting%20Professional%20Services%20Contract.pdf http://www.pbcgov.com/publicaffairs/ppm/pdf/cw-f-066.pdf http://www.pbcgov.com/publicaffairs/ppm/pdf/CW-R-010.pdf

Project #2026052 Page 7 of 8 Date: October 2, 2026 one thousand five hundred dollars ($1,500.00) for solicitations less than one million dollars ($1,000,000.00); (2) three thousand dollars ($3,000.00) for solicitations one million dollars ($1,000,000.00) to less than five million dollars ($5,000,000.00); or (3) five thousand dollars ($5,000.00) for solicitations five million dollars ($5,000,000.00) or greater, which bond shall be remitted in the form of a money order, certified check, a cashier’s check, or a bank check payable to Palm Beach County. Such protest is considered filed when it is received and date/time stamped by the

Department of Procurement. The date/time stamp of the Procurement

Department shall control when determining whether the protest was received by the Director of Procurement within the time frame specified for the notice of protest. Neither the Director of Procurement nor a special master shall consider any issue not submitted in writing within the time frame specified for the notice of protest.

Digital Accessibility Compliance

The County is a public entity subject to Title II of the Americans with

Disabilities Act (ADA) and applicable federal accessibility regulations. All websites, web-based applications, digital services, electronic documents, multimedia, and other electronic content created, developed, provided, submitted, maintained, or delivered under this contract that may be electronically displayed, accessed, distributed, or made available to the public by the County shall conform to the Web Content Accessibility

Guidelines (WCAG) 2.1, Level AA, or any successor standard adopted by the U.S. Department of Justice.

All electronic documents submitted to the County, including but not limited to PDFs, reports, forms, presentations, and public-facing materials, shall be provided in an accessible format compliant with the applicable accessibility standard at the time of delivery.

Sincerely, Holly B. Knight, P.E., Contracts Section Manager

Attachments:

1. Palm Beach County Notice

2. Proposal Forms

a. Prime Consultant Qualification Questionnaire

Project #2026052 Page 8 of 8 Date: October 2, 2026

b. Sub-Consultant Qualification Questionnaire

c. OSBD Schedule 1

d. OSBD Schedule 2

e. Commercial Non-Discrimination Certification

f. Conflict of Interest Disclosure Form

g. Prime Firm’s Past SBE Participation Statement

3. Sample Professional Continuing Services Contract ec David L. Ricks, P.E., County Engineer Joanne M. Keller, P.E., Deputy County Engineer Steven B. Carrier, P.E., Assistant County Engineer Kathleen O. Farrell, P.E., Director, Roadway Production Division Maroun Azzi, P.E., Thoroughfare Rd Section Mgr, Rdwy Production Kristine Frazell-Smith, P.E., Local Rds Section Mgr, Roadway Production Carlos Bojorge, P.E., Special Project Manager, Roadway Production Motasem Al-Turk, P.E., Director, Traffic Division Melissa Ackert, P.E., Assistant Director, Traffic Division May Cheng, P.E., Principle Professional Engineer, Traffic Division Jarlante Battle, Technical Assistant I, Traffic Division Terry Newton, Small Business Development Specialist III, OSBD n:\roadway\ccna\annuals\street lighting\2026\2026052 street lighting\2 - rfp ads and forms\4 - ccna rfp package cover letter.docx

PALM BEACH COUNTY NOTICE

Project #2026052 Page 1 of 4

Pursuant to Florida Statutes 287.055, Notice is hereby given that Palm Beach County requires professional services on the following project:

One (1) Certified Professional Firm to Provide All Engineering Services Required for:

Street Lighting Professional Continuing Services Contract

On a Consultant Service Authorization Basis

Project No. 2026052

Palm Beach County, Florida

Consultants interested in this project are required to furnish one bound hardcopy and one electronic version (PDF format on a USB flash drive) of their proposal no later than 4:00

P.M., November 3, 2026, with the following:

1) Letter of Interest (4 pages maximum – single sided, letter size paper) including reference to this

Notice and a team summary table. Minimum font of 10 and minimum margins of 0.75” requested along with sufficient spacing within letter.

2) GSA Forms SF-330, to include those personnel within your firm, or sub-consultants who have expertise in the following categories:

Prime Category: 9.05 (Highway Lighting)

3) A completed Prime Consultant Qualification Questionnaire

4) A completed Sub-consultant Qualification Questionnaire (for each subconsultant)

5) Copy of SBE Certificate(s) (Palm Beach County)

6) OSBD Schedules 1 and 2

7) Commercial Non-Discrimination Certification (for each consultant)

8) Conflict of Interest Disclosure Forms (for each consultant)

9) Prime Firm’s Past SBE Participation Statement (optional)

Relevant forms may be obtained by contacting the Roadway Production Division at 561-684-

4150 or at https://discover.pbcgov.org/engineering/roadwayproduction/Pages/Roadway-Publications.aspx or at https://discover.pbcgov.org/BusinessOpportunities

Note: In accordance with Palm Beach County Code 2-351 through 2-358, "Cone of Silence" hereby applies and shall be in effect as of the deadline to submit the proposal, bid, or other response to a competitive solicitation, and is defined as the prohibition on any communication, except for written correspondence, regarding a particular Request for Proposal, Request for Qualification, bid, or any other competitive solicitation between any person or person's representative seeking an award from such competitive solicitation, and/or any County Commissioner or Commissioner's staff, or any employee authorized to act on behalf of the Commission to award a particular contract and shall terminate at the time the Board, or a County Department authorized to act on behalf of the Board, awards or approves a contract, rejects all bids or responses, or otherwise takes action https://discover.pbcgov.org/BusinessOpportunities

Project #2026052 Page 2 of 4 which end the solicitation.

The proposals should be sent to:

Holly B. Knight, P.E., Contracts Section Manager

Engineering and Public Works Department, Roadway Production Division

2300 N. Jog Road, Room 3W-33

West Palm Beach, FL 33411-2745

Pursuant to the Palm Beach County Code Section 2-80.20 – 2-80.40 (SBD Ordinance), the County will provide contracting opportunities for SBEs in the area of professional services pursuant to

Section 287.055, Florida Statutes, as amended, known as the ''Consultants’ Competitive

Negotiation Act" (CCNA). Responses will be evaluated based on the selection criteria set out in the County’s PPM# CW-O-048 and the Affirmative Procurement Initiatives (APIs) determined by the County’s Goal Setting Committee. The APIs for this solicitation is: SBE Price Preference (Ord.

2-80.27(3)(d) Option 1.

If a mandatory SBE goal applies to this solicitation, then any proposal that fails to comply with the required goal shall be deemed non-responsive after the period allowed for waiver requests has lapsed. If a proposer is unable to comply with a required goal, such proposer shall submit a request for a waiver or partial waiver as part of the proposal package. Fillable pdfs of all SBD forms can be found on the OSBD website at https://discover.pbcgov.org/HED/osbd/Pages/Documents.aspx.

Also, see the SBD Ordinance and Countywide PPM CW-O-043 for further information on the

County’s SBD Program.

Additional information pertaining to this notice can be obtained from:

https://pbcvssp.pbc.gov/vssprd/Advantage4 or by emailing

ENG-RoadwayBids@pbc.gov

A Non-Mandatory Pre-Proposal Meeting will be held on Thursday, October 15, 2026 at 2:00 p.m. at the Vista Center, Conference Room 3W-12, 2300 N. Jog Rd, W. Palm Beach, FL 33411.

Webex Option – https://pbc-gov.webex.com/meet/Eng-RoadwayBids. The purpose of the meeting is to provide a general overview of the anticipated scope of work and the anticipated typical section, and to respond to general questions about the project. It will be noted that the anticipated scope of work and typical section are not necessarily final and interested consultants are encouraged to consider other valid and appropriate options that may better suit the County’s needs or reduce the project cost. Attendance at this pre-proposal meeting is highly recommended and strongly encouraged. To the extent you are unable to attend the pre-proposal meeting, you may request and obtain an audio recording of the meeting by contacting Palm Beach County Roadway

Production Division at (561) 684-4150.

https://discover.pbcgov.org/HED/osbd/Pages/Documents.aspx https://pbcvssp.pbc.gov/vssprd/Advantage4 mailto:ENG-RoadwayBids@pbc.gov https://pbc-gov.webex.com/meet/Eng-RoadwayBids

Project #2026052 Page 3 of 4

In addition, prior to submission of a proposal, any firm or individual, as prime consultant or as a sub-consultant, desiring to provide architectural, engineering, landscape architectural, or surveying and mapping professional services to Palm Beach County must first be CCNA certified with the Roadway Production Division of the Engineering and Public Works Department as qualified pursuant to law, and in accordance with the most current administrative procedures for awarding of consulting contracts adopted by Palm Beach County.

Proposer must register in the County’s Vendor Self Service (VSS) at https://pbcvssp.pbc.gov/vssprd/Advantage4 in order to be awarded a County contract. If proposer intends to use subconsultants, proposer must also ensure that all subconsultants are registered as vendors in VSS.

Firms shall not add or delete team members, or adjust team participation after the proposal due date. If a SBE team member withdraws before final selection, the respondent firm must submit a new Subconsultant’s Questionnaire Form or new Schedules 1 and 2 and request a substitution from the County’s Office of Small Business Development.

In accordance with F.S. 287.133 (2) (a), persons and affiliates who have been placed on the convicted vendor list may not submit bids, contract with or perform work (as a contractor, supplier, subcontractor or consultant) with any public entity (i.e. Palm Beach County) in excess of

Ten Thousand Dollars (or such other amount as may be hereafter established by the Florida

Division of Purchasing in accordance with F.S. 287.017) for a period of 36 months from the date of being placed on the convicted vendor list.

Prohibition against Considering Social, Political or Ideological Interests in Government

Contracting - F.S. 287.05701. Proposers are hereby notified of the provisions of section

287.05701, Florida Statutes, as amended, that the County will not request documentation of or consider a Proposer’s social, political, or ideological interests when determining if the Proposer is a responsible Proposer. Proposers are further notified that the County's governing body may not give preference to a Proposer based on the Proposer’s social, political, or ideological interests.

The County, in accordance with the provisions of Title VI of the Civil Rights Act of 1964 (78

Stat. 252, 42 U.S.C. §§ 2000d to 2000d-4) and the implementing regulations, hereby notifies all respondents that it will affirmatively ensure that any contract entered into pursuant to this advertisement, disadvantaged business enterprises will be afforded full and fair opportunity to submit proposals in response to this solicitation and will not be discriminated against on the grounds of race, color, or national origin in consideration for an award.

Any proposer may protest a notification of recommended award by submitting a written protest and bond to the Director of the Palm Beach County Procurement Department, 50 South Military

Trail, West Palm Beach, FL 33415 within five (5) business days after the posting of the notification https://pbcvssp.pbc.gov/vssprd/Advantage4

Project #2026052 Page 4 of 4 of recommended award by the Department as prescribed in Section 2-55(b) of the Palm Beach

County Code.

After the notification of recommended award has been posted, any unsuccessful proposer may request a debriefing from the Roadway Production Division at Engineering and Public Works

Department, Roadway Production Division, 2300 N. Jog Road, Room 3W-33, West Palm Beach, FL 33411-2745.

Palm Beach County reserves the right to reject any or all responses; to waive any or all informalities and/or irregularities; to re-advertise with either an identical or revised scope, or to cancel the solicitation in its entirety.

This Notice given this 4th day of October, 2026.

Palm Beach County Engineering and Public Works Department

David L. Ricks, P.E., County Engineer

Publish: The Palm Beach Post

Sunday: October 4, 2026

Sunday: October 11, 2026

PRIME CONSULTANT QUALIFICATION QUESTIONNAIRE

The detailed data requested here must be submitted in this format only.

Use as many pages as needed to provide the following required information:

PROJECT

Name:___________________________________________________ Proj. # ______________

PRIME CONSULTANT (Prime)

Firm Name: ___________________________________________________________________

The undersigned intends to perform work in connection with the above project as (check one):

an individual a corporation a partnership a joint venture

Number of Employees __________ Website: ________________________________________

Office Location

Street Address: _________________________________________________________________

City, State and Zip Code: _________________________________________________________

Contact Person

Name:____________________________________ Title: _______________________________

Email:______________________________________ Telephone # _______________________

SBE CERTIFICATION

Check all that apply and attach applicable copy of certification letter(s) or certificate(s).

Certifications must be valid on RFP or other type of submittal due date.

Palm Beach County (PBC) Certified Small Business Enterprise (SBE)

State of Florida Certified Minority/Women Business Enterprise (M/WBE)

SCOPE OF SERVICE

Prime’s Scope of Work: __________________________________________________________

(A) ________% of Team: Prime’s Total Project Participation (TPP)

(B) ________% Local: Portion of Prime’s TPP to be performed in PBC office(s)

(C) ________% Non-Local: Portion of Prime’s TPP to be performed outside of PBC office(s)

Note: (A) = (B) + (C) [(A) will only equal 100% if there are no subconsultants]

PRIME CONSULTANT QUALIFICATION QUESTIONNAIRE

VOLUME OF WORK

List all projects with associated contract and supplement fees awarded by the Palm Beach County

Board of County Commissioners in the fiscal years (October 1 to September 30) indicated.

Includes any fees awarded as a subconsultant.

FY Period Prime’s Fee * Factor Fees Considered

(1) Current Fiscal Year: $__________________ x 1.00 = $________________________

(2) Previous Fiscal Year: $__________________ x 0.75 = $________________________

(3) Fiscal Year Once Removed: $__________________ x 0.50 = $________________________

(4) Fiscal Year Twice Removed: $__________________ x 0.25 = $________________________

Total Fees Considered $________________________

* Palm Beach County fees awarded to the consultant, minus fees subcontracted out by consultant to sub-consultant, plus any fees for which the consultant is a sub-consultant.

CERTIFICATION

Prime Consultant Firm: __________________________________________________________

Signature: _____________________________________________________________________

Printed Name: _________________________________________________________________

Title: _________________________________________________________________________

Date: _________________________________________________________________________

SUB CONSULTANT QUALIFICATION QUESTIONNAIRE

The detailed data requested here must be submitted in this format only.

Use as many pages as needed to provide the following required information:

PROJECT

Name:___________________________________________________ Proj. # ______________

Prime Consultant: _______________________________________________________________

SUB CONSULTANT (Subconsultant)

Firm Name: ___________________________________________________________________

The undersigned intends to perform work in connection with the above project as (check one):

an individual a corporation a partnership a joint venture

Number of Employees __________ Website: ________________________________________

Office Location

Street Address: _________________________________________________________________

City, State and Zip Code: _________________________________________________________

Contact Person

Name:____________________________________ Title: _______________________________

Email:______________________________________ Telephone # _______________________

SBE CERTIFICATION

Check all that apply and attach applicable copy of certification letter(s) or certificate(s).

Certifications must be valid on RFP or other type of submittal due date.

Palm Beach County (PBC) Certified Small Business Enterprise (SBE)

State of Florida Certified Minority/Women Business Enterprise (M/WBE)

SCOPE OF SERVICE

Subconsultant’s Scope of Work: ____________________________________________________

(A) ________% of Team: Subconsultant’s Total Project Participation (TPP)

(B) ________% Local: Portion of Subconsultant’s TPP to be performed in PBC office(s)

(C) ________% Non-Local: Portion of Subconsultant’s TPP to be performed outside of PBC office(s)

Note: (A) = (B)+ (C) [(A) will never equal 100%]

SUB CONSULTANT QUALIFICATION QUESTIONNAIRE

VOLUME OF WORK

List all projects with associated contract and supplement fees awarded by the Palm Beach County

Board of County Commissioners in the fiscal years (October 1 to September 30) indicated.

Includes any fees awarded as a subconsultant.

FY Period Subconsultant’s Fee * Factor Fees Considered

(1) Current Fiscal Year: $__________________ x 1.00 = $________________________

(2) Previous Fiscal Year: $__________________ x 0.75 = $________________________

(3) Fiscal Year Once Removed: $__________________ x 0.50 = $________________________

(4) Fiscal Year Twice Removed: $__________________ x 0.25 = $________________________

Total Fees Considered $________________________

* Palm Beach County fees awarded to the consultant as a prime, minus fees subcontracted out by consultant to sub-consultant, plus any fees for which the consultant is a sub-consultant.

CERTIFICATION

Sub Consultant Firm: ____________________________________________________________

Signature: _____________________________________________________________________

Printed Name: _________________________________________________________________

Title: _________________________________________________________________________

Date: _________________________________________________________________________

INSTRUCTIONS ON COMPLETING SUBCONTRACTOR/SUBCONSULTANT SCHEDULES 1 – 4

Respondents must complete and correctly execute the required OSBD Schedules when responding to a solicitation and submitting payment requests after contract award. As long as there is a required API goal, Schedules 1, 2 and 2(a) must be submitted with all bids or proposals from subc ontract ors and subcons ultants in o rd er to b e considere d respo nsive t o the solicitati on.

Important Points to Remember

A. Schedule 1 must be completed by the Prime Contractor and submitted with their bid or proposal.

1. Section “A” of this form must be properly completed by all Prime Contractor/Consultants. Regardless of whether the Prime is a certified or non-certified company. Include the company name, address, contact person, and information, as well as the dollar amount or percentage of work that the prime is responsible for completing.

2. Section “B” of this form must list all Subcontractor(s)/Subconsultant(s) to be utilized on this project.

Please check the appropriate box if the Subcontractor(s)/subconsultant(s) is certified as a PBC-OSBD SBE or Non-SBE.

3. The Prime is to indicate the dollar amount or percentage of work for all subcontractors/subconsultants. All subcontractors/subconsultants must be identified as either SBE or Non-SBE and include the dollar amount or percentage of work under the applicable designation.

4. At the very bottom of the Schedule, write down the total bid amount or percentage of work that will be completed by SBEs.

5. The Prime or authorized individual must print, sign and date the form.

B. Schedule 2 or 2(a) must be properly executed and submitted with the bid/proposal for all subcontractors/subconsultants listed on Schedule 1.

1. Specify in detail the work to be performed or material supplied, along with the dollar amount or percentage ofwork for each item and corresponding line item number(s), when available.

2. If there is a portion of the work that will not be performed by the subcontractor/subconsultant, a

2nd 3rdseparate, properly executed Schedule 2 must be submitted for all and tier Subcontractors/subconsultants. The original subcontractor/subconsultant must indicate that information in the “red box” located in the middle of the form.

3. All subcontractors/subconsultants must print, sign and date the form.

C. Schedule 3 is completed by the Prime and submitted with each payment request made to Palm Beach County.

1. In the subcontracting Information section, list the Name(s) of each subcontractor on the project and the total contracted amount for each subcontractor.

2. As the project proceeds, complete each column under the subcontracting Information section accordingly to show, approved change orders, revised contract amounts, amounts drawn this pay period, amounts drawn to date, amounts paid to date and the starting date of the subcontractors.

3. In the SBE Subcontractor Category section, check the appropriate designation for each subcontractor.

4. The Schedule 3 must be signed by the Prime’s designated individual and must include the person's title.

D. Schedule 3(a) is used for professional services contracts only. This Schedule is completed by the Prime and submitted with each payment request made to Palm Beach County.

1. The Prime must complete all of the necessary information, which includes the project name, CSA name and number, contract amounts (original and amended, if applicable), and the Pay Application number.

2. The Prime must indicate the percentage of work performed with their own workforce and the amount paid to date.

3. In the “Sub-Consultants” section of the Schedule, the Prime must list the firms’ name and their contract amount. The date when that sub begins their work, the amount paid to date, when applicable, and the percentage of work they have completed by the date of the payment request.

4. The Schedule 3(a) must be signed by the Prime’s designated individual and must include the person's title.

E. Schedule 4 is supplied in a fillable PDF form that allows the Prime to enter the requested information, which is then submitted by the Prime to reflect actual payments made to each subcontractor/subconsultant.

1. The Prime is not to request signature from a Subcontractor/subconsultant unless it has made payment to the Subcontractor/subconsultant.

2. A separate Schedule 4 is required for each Subcontractor/sub consultant.

3. A separate Schedule 4 is required for each contract and payment request in which a disbursement has been made to a subcontractor or sub consultant.

4. A fillable pdf Schedule 4 will be emailed to the prime contractor by the user department. The user department will pre-fill the spaces on the form that pertain to the Department number, project number, and Prime contractor’s vendor code.

5. The Prime will type in the Subcontractor/sub consultant name, payment amount, work order number, if applicable, payment date, and Subcontractor/sub consultant vendor code in the fillable form fields.

Subcontractor/sub consultant vendor codes can be found through the OSBD website at https:// pbc.gov/pbcvendors.

6. The Prime will either print the form for the Subcontractor/subconsultant to sign and have notarized, or send the form electronically for digital signature and notarization, if possible, verifying that the information is correct. The Subcontractor/subconsultant must provide information as to whether a portion of the payment received will be disbursed to another Subcontractors/sub consultant. If the Subcontractor/subconsultants indicates that a portion of their payment will be disbursed to 2nd or 3rd tier sub, a separate Schedule 2 must be submitted for the Subcontractor/sub consultant listed.

7. The original completed Schedule 4 is submitted to Palm Beach County with the Prime's payment request documents.

F. If it is believed that a violation of the SBD Ordinance has occurred, a complaint may be filed with the OSBD. A link to the complaint/violation form is provided on the home page of the OSBD website:

https://discover.pbc.gov/HED/osbd .

http://www.pbcgov.com/osba/vendordirectory.htm http://www.pbcgov.com/osba/vendordirectory.htm https://discover.pbc.gov/HED/osbd https://pbc.gov/pbcvendors https://discover.pbc.gov/HED/osbd https://pbc.gov/pbcvendors

OSBD SCHEDULE 1

SOLICITATION/PROJECT/BID NAME: ______________ _ SOLICITATION/PROJECT/BID NO.: _____________ _

SOLICITATION OPENING/SUBMITTAL DATE: _____________ _ COUNTY DEPARTMENT: _________________ _

Section A PLEASE LIST THE DOLLAR AMOUNT OR PERCENTAGE OF WORK TO BE COMPLETED BY THE PRIME CONTRACTOR/CONSULTANT* ON THE PROJECT:

NAME OF PRIME RESPONDENT/BIDDER: _________________ _ ADDRESS: ___________________ _

CONTACT PERSON: _____________________ _ PHONE NO.: __________ E-MAIL:. ____________ _

PRIME'S DOLLAR AMOUNT OR PERCENTAGE OF WORK: _____________ _ Non-SBE SBE

SBE Prime's must include their percentage or dollar amount in the Total Participation line under section B.

Section B PLEASE LIST THE DOLLAR AMOUNT OR PERCENTAGE OF WORK TO BE COMPLETED BY ALL SUBCONTRACTORS/SUBCONSULTANTS ON THE PROJECT BELOW:

(Check all Applicable Categories) DOLLAR AMOUNT OR Subcontractor/Sub consultant Name

PERCENTAGE OF WORK

Non-SBE SBE

1. □ DI

2. □ □

3. □ □

4. □ □

5. □ □ (Please use additional sheets if necessary)

Total

Total Bid/Offer Price$. _____________ _ Total Certified SBE Participation $

I hereby certify that the above information is accurate to the best of my knowledge:

Name & Authorized Signature

Note: 1. The amount listed on this form for a Subcontractor/sub consultant must be supported by price or percentage listed on the properly executed Schedule 2 or attached signed proposal.

2. Only those firms certified by Palm Beach County at the time of solicitation due date are eligible to meet the established OSBD Affirmative Procurement Initiative (API). Please

3. Modification of this form is not permitted and will be rejected upon submittal.

4. If a Mandatory API goal applies, failure to submit a properly executed Schedule 2 will result in a determination of non-responsiveness to the solicitation.

Title

OSBD LETTER OF INTENT- SCHEDULE 2

A completed Schedule 2 is a binding document between the Prime Contractor/consultant and a Subcontractor/subconsultant � any tier) and should be treated as such. All Subcontractors/subconsultants, including any tiered Subcontractors/ subconsultants, must properly execute this document. If a Mandatory API goal applies, failure to submit a properly executed Schedule 2 will result in a determination of non-responsiveness to the solicitation. Each properly executed Schedule 2 must be submitted with the bid/proposal.

SOLICITATION/PROJECT NUMBER:------------------------------

SOLICITATION/PROJECT NAME:--------------------------------

Prime Contractor:___________________.Subcontractor:_________________ (Check box(s) that apply)

□ SBE □ Non-SBE □ Supplier Date of Palm Beach County Certification (if applicable): _______

SBE PARTICIPATION - SBE Primes must document all work to be performed by their own work force on this form. Specify in detail, the scope of work to be performed or items supplied with the dollar amount and/or percentage for each work item. When applicable, identify the line item(s) associated with the service/product being supplied. SBE credit will only be given for the areas in which the SBE is certified. A detailed quote/ proposal may be attached to a properly executed Schedule 2 for additional information.

Line

Item

Item Description Unit Price Quantity/

Units

Contingencies/

Allowances

Total Price/Percentage

The undersigned Subcontractor/subconsultant is prepared to self-perform the above-described work in conjunction with the aforementioned project at the following total price or percentage: ________________

If the undersigned intends to subcontract any portion of this work to another Subcontractor/subconsultant, please list the business name and the amount below accompanied by a separate properly executed Schedule 2.

Name of 2nd/3rd tier Subcontractor/subconsultant

Print Name of Prime

By:_________________ Authorized Signature

Print Name

Title

Date: __________________

Price or Percentage: ______________ _

Print Name of Subcontractor/subconsultant

By:------------------ Authorized Signature

Print Name

Title

Date: ___________________

PALM BEACH COUNTY COMMERCIAL NON-DISCRIMINATION CERTIFICATION

Project: _________________________________________

PROJECT # ____________

The undersigned Proposer hereby certifies and agrees that the following information is correct:

In preparing its response to this Solicitation, the Proposer has considered all proposals submitted from qualified, potential Subconsultants/Subcontractors and suppliers, and has not engaged in "discrimination" as defined in the

County’s Commercial Nondiscrimination Policy as set forth in Resolution 2025-0748 as amended, to wit:

discrimination in the solicitation, selection or commercial treatment of any Subconsultant/Subcontractor, vendor, supplier or commercial customer on the basis of race, color, national origin, religion, ancestry, sex, age, marital status, familial status, sexual orientation, disability, or genetic information, or on the basis of any otherwise unlawful use of characteristics regarding the vendor's, supplier's or commercial customer's employees or owners;

provided that nothing in this policy shall be construed to prohibit or limit otherwise lawful efforts to remedy the effects of discrimination that have occurred or are occurring in the County’s relevant marketplace of Palm Beach

County. Without limiting the foregoing, "discrimination" also includes retaliating against any person or other entity for reporting any incident of "discrimination."

Without limiting any other provision of the solicitation, it is understood and agreed that, if this certification is false, such false certification will constitute grounds for the County to reject the proposal submitted by the

Proposer for this Solicitation, and to terminate any contract awarded based on the response.

As part of its proposal, the Proposer shall provide to the County a list of all instances within the immediate past four (4) years where there has been a final adjudicated determination in a legal or administrative proceeding in the State of Florida that the Proposer discriminated against its Subconsultants/Subcontractors, vendors, suppliers or commercial customers, and a description of the status or resolution of that complaint, including any remedial action taken.

As a condition of submitting a proposal to the County, the Proposer agrees to comply with the County’s

Commercial Nondiscrimination Policy as described in Resolution 2025-0748 as amended.

PROPOSAL PROVIDED BY: _____________

Firm Name

(Print Name and Title) (Signature) (Date)

CONFLICT OF INTEREST DISCLOSURE FORM

Project: ______________________________________________________

Project No.: _____________

CONSULTANT/ANNUAL CONSULTANT represents that it presently has no interest, either direct or indirect, which would or could conflict in any manner with the performance of services for the County, except as follows:

(Attach additional sheets as needed)

CONSULTANT/ANNUAL CONSULTANT further represents that it presently has no interest and shall acquire no interest which would conflict with performance of services solicited herein, as provided for in Chapter 112, Part III, Florida Statutes, and Section 2-441, et seq., the Palm Beach

County Code of Ethics. The CONSULTANT/ANNUAL CONSULTANT further represents that no person having any such conflict of interest shall be employed for said performance of services.

CONSULTANT/ANNUAL CONSULTANT shall promptly notify the COUNTY in writing by certified mail of all potential conflicts of interest that may arise in the future through any prospective business association, interest or other circumstance which may influence or appear to influence CONSULTANT’S/ANNUAL CONSULTANT’S judgment or quality of services being provided to the County. Such written notification shall identify the prospective business association, interest or circumstance, the nature of work that CONSULTANT/ANNUAL

CONSULTANT may undertake and request an opinion of the COUNTY as to whether the association, interest or circumstance would, in the opinion of the COUNTY, constitute an unacceptable conflict of interest if entered into by the CONSULTANT/ANNUAL

CONSULTANT.

If, in the sole opinion of the COUNTY, the prospective business association, interest or circumstance of CONSULTANT/ANNUAL CONSULTANT would constitute an unacceptable conflict of interest to the COUNTY, the COUNTY shall so state in the notification and the

CONSULTANT/ANNUAL CONSULTANT shall not enter into said association, interest or circumstance.

By signing below, CONSULTANT/ANNUAL CONSULTANT certifies that the information contained herein is true and correct and constitutes all current potential conflicts of interest which may influence or appear to influence CONSULTANT’S/ANNUAL CONSULTANT’S judgment or quality of services being provided to the County.

THIS DISCLOSURE is submitted by ________________________________________(name), as ____________________(title), of _____________________________________________(firm).

who hereby certifies that the information stated above is true and correct. Further, it is hereby acknowledged that any misrepresentation by the CONSULTANT/ANNUAL CONSULTANT on this Disclosure is considered an unethical business practice and is grounds for sanctions against future County business with the CONSULTANT/ANNUAL CONSULTANT.

(Print Name and Title) (Signature) (Date)

PRIME FIRM’S PAST SBE PARTICIPATION STATEMENT

County Contracts Completed (Prior 12 Months) Committed (%) SBE Participation

Achieved (%)

For any County contracts completed in the prior 12 months that did not meet the committed SBE participation, an explanation for the shortfall may be provided below. Please note that submittal of this form is optional.

Firm Name Name of Individual

Signature Date

Project #*** Page 1 of 28

CONTRACT

BY AND BETWEEN PALM BEACH COUNTY

AND *** FOR

*** PROFESSIONAL CONTINUING SERVICES

PROJECT # ***

This Contract for *** Professional Continuing Services (Project) is made as of

_____________________ (Contract), by and between Palm Beach County, a political subdivision of the State of Florida, by and through its Board of County Commissioners (County) and *LEGAL

NAME OF ENTITY*, a *TYPE OF ENTITY as listed on Sunbiz* (Consultant) whose Federal ID is *** (individually Party and collectively Parties).

The County intends to have the Consultant provide *** professional continuing services on consultant service authorization (CSA) basis for the Project.

In consideration of the mutual promises contained herein, the County and the Consultant agree as follows:

The following Exhibits are attached to and made a part of this Contract.

Exhibit A - Scope of Work

Exhibit B - Fee Schedule

Exhibit C - Human Trafficking Affidavit

Exhibit D - Affirmative Procurement Initiatives for Professional Services Contracts

Exhibit E - OSBD Schedules 1 and 2

Exhibit F - Disclosure of Ownership Interests

Exhibit G - Certification for the Prohibition Against Diversity, Equity and Inclusion

Material

ARTICLE 1 - SERVICES

The Consultant's responsibility under this Contract is to provide consulting / professional services in the area of ***, as more specifically set forth in the Scope of Work detailed in Exhibit A.

The County's representative / liaison during the performance of this Contract shall be Kathleen O.

Farrell, P.E., telephone no. (561) 684-4150, email kfarrell@pbc.gov.

The Consultant’s representative / liaison during the performance of this Contract shall be ***, telephone no. ***, email ***.

Project #*** Page 2 of 28

A. Continuing Services. The term of the Contract is thirty-six (36) months from the date of

County approval of the Contract. The effective date of a CSA is the date of the

COUNTY'S execution of the CSA. The County may execute a new CSA at any time during the term of the Contract. Consultant shall complete all work pursuant to the CSA, as may be amended or supplemented. CSAs may be supplemented as necessary prior to their completion provided that the supplement scope is directly related to the scope of work in the CSA. CSA’s do not expire with this Contract.

The User Departments will negotiate CSAs on an as needed basis. The Consultant shall provide a work schedule as part of their scope and fee proposal for each CSA. No CSAs are guaranteed as part of this Contract.

At the Consultant’s request, but no more frequently than once every twelve (12) calendar months, the unburdened (raw) rates may be adjusted by negotiation as an “equitable adjustment”, if the cost of living index (Consumer Price Index (CPI)) supports an increase.

However, the multiplier agreed to under the original contract SHALL NOT be changed.

CSAs shall be properly dispatched toward completion, to the satisfaction of the County after notice to proceed is issued. Should the time limit for completion of the CSA exceed the expiration date of the Contract, the CSA work will continue to completion and the

Consultant shall ensure that insurance coverages do not expire until all CSAs issued prior to the expiration of this Contract are complete and accepted.

B. Basic Services. The Consultant shall prepare all plans in accordance with Palm Beach

County Thoroughfare Design Procedures, current standards adopted by the Americans with Disabilities Act (ADA), American Association of State Highway and Transportation

Officials (AASHTO), the Florida Department of Transportation Manual of Uniform

Minimum Standards, and all other applicable professional and technical standards. Plans shall be based on the North American Datum of 1983 (NAD 83) 1990 Adjustment and the

North American Vertical Datum of 1988 (NAVD 88). Plans shall be accurate, legible, complete in design, drawn to scale, and shall be suitable for bidding purposes, unless otherwise stated in Exhibit A.

The Consultant has, during the selection and negotiation process which has preceded this

Contract, represented to the County that the Consultant is possessed of that level of skill, knowledge, experience and expertise that is commensurate with engineering firms of national repute in the areas of practice required for this Project. The Consultant acknowledges that the County has relied on the Consultant’s representations of skill, knowledge, experience and expertise.