26-103_5A_BMS_HVAC_Upgrades_-__Shortlist_Interviews_Tabulation.pdf

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Attached to
Design Services - Belleview Middle School HVAC Upgrades
Solicitation number
26-103 DS
Issued by
Marion County, Orlando City, Florida

About this file

This is a shortlist interview tabulation document prepared by the Marion County Public School District in Florida for the Belleview Middle School HVAC Upgrades project (Project 26-103). The district sought design services for a campus-wide replacement of the existing water-to-air package heat pump system with a modern, energy-efficient chilled water system at the 40-acre campus located at 10500 SE 36th Avenue in Ocala, Florida. The mandatory pre-bid meeting was held on February 12, 2026 at 9:00 AM at the Marion County Public Schools Purchasing Department Conference Room, with qualifications submittals due through the VendorLink portal by 2:00 p.m. Eastern Standard Time on February 26, 2026. The bid opening occurred on February 27, 2026. The two-phase evaluation process included initial submittal reviews assessing related project experience, team qualifications, professional staff, Florida public school systems experience, and business designations for 105 points, followed by shortlist interviews held on April 1, 2026 evaluating project team composition, approach and methodology, timeline and quality control, cost controls and value engineering, and knowledge of site and local conditions for 100 additional points. Construction will occur in two phases: Phase I from January 2027 through August 2027 with a $6 million budget available September 2026, and Phase II from June 2028 through August 2028 with a $6 million budget available September 2027.

Nine firms submitted qualifications, and following the two-phase evaluation, DDC Engineering, Inc. ranked first with 100 points in the shortlist interview phase, followed by SGM Engineering, Inc. with 98.50 points and Engineering Matrix, Inc. with 82.25 points. The evaluation criteria included provisions for minority-owned, women-owned, and small business designations, though no mandatory set-asides were specified. Required qualifications included current Florida licensure, General Liability and Auto Insurance of at least $1,000,000 each, statutory Workers' Compensation Insurance, proof of insurance, and professional reference letters for at least three school projects. The selected design professional must execute the District's Standard Design Professional Service Agreement and provide all necessary consultants for the design, with contract negotiations regarding the fee for services and construction document delivery timelines to occur following Board approval of the highest-ranking firm.

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SCHOOL BOARD OF MARION COUNTY FLORIDA, "AN EQUAL OPPORTUNITY SCHOOL DISTRICT "

Request for Qualifications Project Number: 26-103 Request for Qualifications Title: Belleview Middle School HVAC Upgrades - Design Services Date & Time: April 1st, 2026 @ 2:00 PM Tabulation Posted: April 1, 2026

RFQ 26-103

SC 23.000 18.000 25.000

IB 25.000 22.000 20.000

AZ 25.000 25.000 25.000

SD 25.000 25.000 25.000

MC 25.000 25.000 20.000

AK 25.000 18.000 25.000

FB

SC 23.000 20.000 25.000

IB 25.000 20.000 20.000

AZ 25.000 25.000 25.000

SD 25.000 20.000 20.000

MC 25.000 25.000 20.000

AK 25.000 20.000 20.000

FB

SC 15.000 10.000 15.000

IB 15.000 12.000 8.000

AZ 15.000 15.000 14.000

SD 15.000 10.000 15.000

MC 15.000 15.000 15.000

AK 10.000 10.000 10.000

FB

SC 13.000 10.000 15.000

IB 15.000 12.000 10.000

AZ 15.000 13.000 14.000

SD 15.000 15.000 15.000

MC 15.000 15.000 15.000

AK 13.000 10.000 12.000

FB

SC 20.000 15.000 20.000

IB 20.000 14.000 10.000

AZ 20.000 18.000 20.000

SD 20.000 10.000 18.000

MC 20.000 18.500 18.000

AK 20.000 10.000 17.000

FB

SC 94.000 73.000 100.000

IB 100 80.000 68.000

AZ 100.000 96.000 98.000

SD 100.000 80.000 93.000

MC 100.000 98.500 88.000

AK 93.000 68.000 84.000

FB

100 98.50 82.25 90.75

1 3 2

Shortlist Interviews Tabulation

RANKING

TOTAL

Evaluation Criteria

E V A L U A T O R

D. COST CONTROLS/VALUE

ENGINEERING

(MAXIMUM 15 POINTS)

E. KNOWLEDGE OF SITE AND

LOCAL CONDITIONS

(MAXIMUM 20 POINTS)

A. PROJECT TEAM

(MAXIMUM 25 POINTS)

B. APPROACH AND

METHODOLOGY

(MAXIMUM 25 POINTS)

P O I N T

V A L U E

DDC Engineering, Inc.

Alternate

Alternate

Engineering Matrix, Inc.

SGM Engineering, Inc.

C. TIMELINE AND QUALITY

CONTROL

(MAXIMUM 15 POINTS)

In order to determine the final evaluation score for each firm, the highest and lowest of the Selection Committee scores for each firm will be dropped and an average of the remaining scores, to develop a final evaluation score. The final ranking for each firm shall be determined by the final evaluation score.

TOTAL SCORE BY COMMITTEE

MEMBER 100

Alternate

Alternate

Alternate

Alternate

26-103 5A BMS HVAC Upgrades - Shortlist Interviews Tabulation 1

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