262818RM_Project_Documents.pdf

REQUEST FOR PROFESSIONAL SERVICES (“RPS”) – PART I

RPS Lib Part I Rev. 03/05/25 Page 1 of 6

RPS #: 262818RM

RPS TITLE: CONSTRUCTION MANAGER AT RISK FOR PUBLIC UTILITIES

PURPOSE

In accordance with Section 287.055, Florida Statutes, Sarasota County, a political subdivision of the State of Florida, will receive proposals on the date indicated in OpenGov Procurement (OpenGov), the County’s electronic procurement portal for the purpose of selecting qualified Proposers to provide construction manager at risk (CMAR) services on an as-needed basis for public utility projects. Proposers are required to comply with Part II, Scope of Services.

OpenGov is located at https://procurement.opengov.com/portal/scgov

Contracts with selected Proposers will be approved by the Board of County Commissioners for inclusion in the Construction Manager at Risk Library. The Construction Manager at Risk Library (“Library”) consists of multiple service categories where services are provided through the use of a continuing service contracts. Once awarded a Library contract, Proposers may be required to provide proof that they continue to meet the qualifications for inclusion in the Library for this service category on an annual basis.

PROPOSER

2.1 For the purposes of this RPS, the term “Proposer” is defined as the legal entity submitting a proposal.

2.2 Proposers intending to submit a bid as a joint venture with another company must provide documentation attesting to the formation of that joint venture with their submittal. For purposes of this solicitation, all vendors who make up the joint venture will be considered together as the Proposer.

QUALIFICATIONS

3.1 The Proposer must be a Certified General Contractor (CGC), or an Underground Utility and Excavation Contractor (UUC) licensed in the State of Florida at the time of submittal.

3.2 Proposals should demonstrate experience providing CMAR services.

3.3 Preferred Qualifications

3.3.1 Proposal demonstrates experience providing CMAR services for utility projects in at least one (1) of the following categories:

https://procurement.opengov.com/portal/scgov

RPS Lib Part I Rev. 03/05/25 Page 2 of 6

a. Potable Water Treatment Plants

b. Wastewater Treatment Plants

c. Potable Water Transmission and Distribution System

d. Wastewater Collection System Gravity and Force Main Infrastructure

e. Pump Stations (Potable Water)

f. Pump Stations (Wastewater)

g. Reclaimed Water System Infrastructure

3.3.2 Proposer has successfully completed, as a CMAR, a minimum of three (3) public utility projects in the past seven (7) years.

3.3.3 Proposal demonstrates experience working with public project owners.

MEETINGS & SCHEDULE

An anticipated schedule is provided in the Timeline posted in OpenGov. All meetings will take place at the time, date, and location specified in the solicitation Timeline. Short-listed Proposers should be prepared to attend presentations and/or interviews either in Sarasota, Florida or virtually, at the County’s discretion.

SUBMITTAL INSTRUCTIONS

Refer to the Submittal Instructions section in OpenGov for instructions on how to submit a proposal. Proposers are advised to review the General Terms and Conditions of Solicitations which are available in OpenGov.

VENDOR QUESTIONNAIRE

6.1 All proposers must complete the required forms and information included in the Vendor Questionnaire section of OpenGov. Completed forms and other requested documents must be uploaded with proposer’s submittal in OpenGov. Proposers who fail to complete and upload required forms and documents or fail to provide responses to questions in the Vendor Questionnaire section of OpenGov may be found non-responsive.

WRITTEN PROPOSALS

The information requested in each section below will be used by the evaluation committee to evaluate and score written proposals. All proposal documents

RPS Lib Part I Rev. 03/05/25 Page 3 of 6 must be submitted in the Vendor Questionnaire section in OpenGov in the format requested. Information regarding named subcontractors will not be considered and should not be submitted.

7.1 Ability of Professional Personnel

7.1.1 Single page letter of interest summarizing Proposer’s

qualifications.

7.1.2 Required and preferred licenses and certifications.

7.1.3 Resumes of key personnel demonstrating individual

qualifications and experience. For the purpose of this solicitation and any resulting contract(s), key personnel must be employees of the Proposer, and not a subcontractor or employee of a subcontractor.

7.2 Proposer’s Past Performance & Experience

7.2.1 Complete the Summary of Professional Experience &

Capabilities Form in the Vendor Questionnaire section of OpenGov). Projects submitted should demonstrate the experience of the Proposer and key personnel who may have worked for other firms on similar projects and provide detailed information regarding the Proposer’s capabilities, project management techniques, and project controls.

7.2.2 Organization

a. Provide an organizational chart showing the corporate management structure of the Proposer.

SELECTION PROCESS

8.1 Written Proposals

8.1.1 All timely responses meeting the criteria set forth in this RPS will be considered by the County.

8.1.2 Written proposals will be evaluated and scored by the

Professional Services Review Committee (PSRC) using the evaluation criteria in the Evaluation Criteria section of OpenGov.

8.1.3 Prior to scoring proposals, the PSRC will determine the number of proposers to short-list, as well as the number of proposers

RPS Lib Part I Rev. 03/05/25 Page 4 of 6 to include in the Professional Services Library service category.

8.1.4 When evaluating written proposals, the PSRC will use the scale below to score each criterion. Only whole numbers are to be used when scoring. Scores will be given weight as indicated in the evaluation criteria in OpenGov.

Score Description

5 Excellent

4 Very Good

3 Good

2 Satisfactory

1 Unsatisfactory

0 N/A

8.2 Presentations

The PSRC will conduct discussions with, and may require public presentations by, no fewer than the three (3) highest scoring Proposers.

8.3 Ranking

Following discussions or presentations, the PSRC will rank the short-listed Proposers. When ranking short-listed Proposers, the PSRC will consider information contained in the written proposals, clarifications (if any), and information provided during discussions or presentations.

Ranking shall be determined without regard to the score established as a result of the evaluation of written proposals.

8.4 Recommendation of Award

Award shall be made to the Proposers who, in the sole opinion of the County, are most qualified to perform the scope of services. The number of Proposers recommended for award will be pre-determined by the PSRC during the first evaluation committee meeting.

AWARD

9.1 It is the intent of the County to award contracts to the Proposers who, RPS Lib Part I Rev. 03/05/25 Page 5 of 6 in the sole opinion of the County, are most qualified to perform the scope of services required.

9.2 In the event of a tie the tie-breaking procedures identified in the Sarasota County Procurement Manual will apply.

9.3 Local preference as defined in the Procurement Code section 2-215 is not applicable to this solicitation.

9.4 Contract

A draft of the contract that the successful Proposer(s) will be expected to sign (a CM Library Agreement) is posted on the Procurement website, shown below. The County may, in its sole discretion, select a different contract type or make revisions to the one referenced above following the recommended award of this solicitation.

https://www.scgov.net/government/procurement/contract-templates

CONFLICT OF INTEREST

10.1 Any Proposer who has drafted any portion of a scope of work or specifications for a project, or any entity which provides material assistance to such Proposer in such work, shall be ineligible to compete for the contract for design or construction of that project.

10.2 Selected Proposers, either directly or through an affiliate, may not have a business relationship with any entity to perform work related to a work assignment issued under any resulting contract

CHANGES IN PROJECT TEAM

11.1 A change in the project team of a Proposer after the submission of a proposal could result in reconsideration of the scoring of applicable evaluation criteria, at the sole discretion of the County.

11.2 Any changes in the Proposer’s Key Personnel must be brought to the attention of Procurement as soon as possible after the change is made.

The changes, the reasons for the changes, and resumes for the individuals being substituted for an original project team member, must be submitted to the Procurement Analyst identified in the Solicitation Summary prior to the scheduled evaluation committee meeting.

11.3 Decreases in scoring may result from the reconsideration of changes in the project team of a Proposer. No increases in scoring will result from the reconsideration of changes in the project team of a Proposer.

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11.4 After recommendation of award, the successful Proposer shall not be allowed to substitute project team members named in this proposal without the prior written permission of the County. Substitution may, in the sole opinion of the County, be grounds for cancellation of a recommended award, or termination of agreement.

REUSE OF EXISTING PLANS

The plans on this project are subject to reuse in accordance with Section 287.055 (10), Florida Statute.

(End of Part I)

PART II

SCOPE OF SERVICES

Prepared by Public Utilities Department Part II - Page 1 of 3

I. Description of Category

Consultant shall provide Construction Manager at Risk (CMAR) services on an as-needed basis for public utility projects.

II. Project Description

A. Projects may include, but are not limited to, the following: water main installations, wastewater force main installations, gravity sewer installations, reclaimed water installations, lift station rehabilitations, electrical upgrades at treatment plants and lift stations, and water and wastewater treatment plant rehabilitation projects.

B. Types of projects include, but are not limited to:

i. Design review and rebuilding of existing lift stations.

ii. Rehabilitation and renovations of Wastewater Collection System including gravity pipe structural repairs to prevent inflow and infiltration, manhole infrastructure replacements, system valves, and pumping stations/force mains with hydraulic capacity limitations.

iii. Operational and maintenance enhancements to Water and Wastewater infrastructure required due to developmental projects and system improvements.

iv. Modifications to the Public Utility Air Release Valve Program projects required to optimize system hydraulic performance and/or to limit sanitary sewer overflows.

v. Electrical upgrades for Public Utility infrastructure projects that require an increase or decrease in capacity.

vi. Repairs and renovations to treatment facility infrastructure to major process equipment such as clarifier drives, mixing basin equipment, pretreatment screening facilities, pumping systems with associated pipe infrastructure, membrane biological reactor processes, electrodialysis reversal processes, chemical treatment and dosing equipment.

III. Phases of Project

A. The first phase of each project will be pre-construction services, up to and including the furnishing of a Guaranteed Maximum Price (GMP) proposal for construction phase services.

B. If the GMP proposal is accepted, the County will amend the project assignment for pre-construction services to include construction phase services. At the time the pre-construction services are negotiated, the County may elect to negotiate the percentage of CM Fee, as well as other aspects of the services to be provided by the CM during the construction phase.

Prepared by Public Utilities Department Part II - Page 2 of 3

IV. Technical Requirements

A. Pre-Construction Phase Services may include the oversight of any early preconstruction work deemed beneficial to the project by Public Utilities. The services to be provided by the CMARs during the Design and Preconstruction Phase include but are not limited to:

i. Preliminary site investigations

ii. Quality assurance during the design phase

iii. Value Engineering

iv. Recommendations for material and systems alternatives

v. Constructability and sustainability reviews

vi. Review of and compliance with the latest Sarasota County Utility Manual, Public Utilities Standard Details, and the Sarasota County Unified Development Code to ensure permits are attainable

vii. Cost estimating during design to keep project within budget

viii. Ongoing monitoring and controlling of the schedule

ix. Recommendations for material and systems alternatives

x. Geotechnical subsurface exploration

xi. Testing

xii. Presentation of a Preliminary GMP to the County based on 100% plans and specifications.

B. Construction Phase Services

i. The Construction Phase shall commence upon the execution of the GMP Amendment. The CMAR shall become the single point of responsibility for the performance of the construction contract for the project.

ii. Services required for the Construction Phase include, but are not limited to, the following:

a. Development and management of all electronic records in the

County’s centralized, automated project management information system, including project scheduling.

b. Preparation and distribution of meeting minutes of all construction meetings.

c. Project management to ensure performance of the work in accordance with the Project Assignment.

d. Construction supervision to ensure compliance with design documents and permitting requirements.

Prepared by Public Utilities Department Part II - Page 3 of 3

e. Contracting with all subcontractors, materials suppliers, surveying firms, testing and inspection firms, and equipment suppliers as necessary for the construction of the project.

f. Coordination and cooperation with any third-party contracts or contractors that Public Utilities may provide for this project.

g. Development and administration of quality control systems to ensure the work is performed in strict accordance with design requirements, applicable building codes, permit requirements and Public Utilities’ objectives.

h. Processing payment requests for approval by the design team and appropriate Public Utility representatives. Provide construction phase accounting and reporting to Public Utilities.

i. Oversight of jobsite safety and administration of jobsite safety programs.

j. Providing temporary facilities for use by others on the jobsite (example: portable toilets).

k. Maintenance of on-site and off-site traffic.

l. Management and update of all project records.

m. Scheduling of inspections by authorities having jurisdiction over the project.

n. Supervision of third-party testing to ensure independence and proper conduct.

o. Oversight of field surveying services, pressure testing, chlorination, and Bac-T sampling.

p. Administer post-construction closeout, final completion, start-up and warranty periods.

q. On-boarding of Asset Data and Operating and Maintenance (O&M) manuals within the Public Utility Computerized Maintenance Management System (CMMS) utilizing Microsoft SharePoint and IBM Maximo systems.

V. Assignment of Work

A. During the term of the agreement, work will be performed under a series of individual Project Assignments on a rotational basis.

B. At least one (1) key personnel shall hold and maintain the state license(s) necessary to perform the requested utility work.

(End of Part II)

PART III – INSURANCE REQUIREMENTS

Insurance Template 2 Revised 05/13/16 Page 1 of 2

CONTRACTOR’S INSURANCE

Contractor shall, on a primary basis and at its sole expense, maintain in full force and effect, at all times during the life of this Contract, insurance coverage (including endorsements) and limits as described herein. These requirements, as well as the County’s review or acceptance of insurance maintained by Contractor, are not intended to and shall not in any manner limit or qualify the liabilities or obligations assumed by Contractor under this Contract.

Insurance requirements itemized in this Contract and required of the Contractor shall extend to all subcontractors to cover their operations performed under this Contract.

The Contractor shall be responsible for any modifications, deviations, or omissions in these insurance requirements as they apply to subcontractors.

Insurance carriers providing coverage required herein must be licensed to conduct business in the State of Florida and must possess a current A.M. Best’s Financial Strength Rating of A- Class VII or better.

Each insurance policy required by this Contract shall apply separately to each insured against whom claim is made and suit is brought, except with respect to limits of the insurer’s liability.

The Contractor shall be solely responsible for payment of all premiums for insurance contributing to the satisfaction of this Contract and shall be solely responsible for the payment of all deductibles and retentions to which such policies are subject.

Contractor shall furnish Certificates of Insurance to the County Administrative Agent evidencing the types and amounts of coverage, including endorsements, required by this Contract prior to commencement of work and prior to expiration of the insurance contract, when applicable. Such Certificate(s) of Insurance shall, to the extent allowable by the insurer, include a minimum thirty (30) day notice of cancellation (10 days for non-payment of premium) or non-renewal of coverage. Notwithstanding these notification requirements, the Contractor will be required to provide County with at least 5 days prior written notice of any policy cancellation or non-renewal.

The County reserves the right to review, modify, reject, or accept any required policies of insurance, including limits, coverage, or endorsements, herein from time to time throughout the term of this Contract. County reserves the right, but not the obligation, to review and reject any insurer providing coverage due to its poor financial condition or failure to operate legally.

A. WORKERS’ COMPENSATION: Contractor shall maintain Workers’ Compensation insurance in accordance with Florida Statutes, Chapter 440. Employers Liability to be included with a minimum limit of $500,000.00 per accident/per disease/per employee. If work is to be performed over or adjacent to navigable water and involves maritime exposure, applicable LHWCA, Jones Act, or other maritime law coverage shall be included.

In the event the Contractor has “leased” employees, the Contractor or the employee leasing company must provide evidence of a Workers’ Compensation policy for all personnel on the worksite.

B. COMMERCIAL GENERAL LIABILITY: Contractor shall maintain Commercial General Liability per ISO form CG0001 or its equivalent, including but not limited to coverage for premises and operations, personal injury, products & completed

PART III – INSURANCE REQUIREMENTS

Insurance Template Adopted 04/19/19 Page 2 of 2 operations, liability assumed under an insured contract, and independent contractors with limits of not less than $1,000,000.00 each occurrence, $2,000,000.00 aggregate covering all work performed under this Contract. There shall be no exclusions for explosion, collapse and underground hazards.

Contractor agrees to endorse Sarasota County Government as an additional insured on the Commercial General Liability coverage.

C. BUSINESS AUTOMOBILE LIABILITY: Contractor agrees to maintain Business Automobile Liability with limits not less than $1,000,000.00 combined single limit for each accident covering all Owned, Non-Owned & Hired automobiles used in the performance of this Contract. In the event Contractor does not own automobiles, Contractor agrees to maintain coverage for Hired & Non-Owned Auto Liability, which may be satisfied by way of endorsement to the Commercial General Liability policy or separate Business Auto Liability policy.

If the Contractor is shipping a product via common carrier, the contractor shall be responsible for any loss or damage sustained in delivery/transit.

D. UMBRELLA/EXCESS LIABILITY: Contractor agrees to maintain Umbrella or Excess Liability with limits not less than $2,000,000.00 each occurrence and in the aggregate. Coverage shall follow the terms of the underlying insurance, including the additional insured provisions.

E. SPECIALIZED REQUIREMENTS: Required if and when a Project Assignment moves to Construction Phase.

BUILDERS RISK: CM shall maintain, at CM’s expense, and keep in force during the term of the Project Assignment, Builder’s Risk insurance on an all risks of direct physical loss basis, including without limitation, earth movement, flood and windstorm, for an amount equal to the full GMP plus all subsequent change orders on a replacement cost basis. Insured property shall include portions of the work located away from the site but intended for use at the site, and shall also cover portions of the work in transit.

Such insurance shall be maintained until final payment has been made or until no other person or entity, other than the County has an insurable interest in the property required to be covered. The policy shall be endorsed such that the insurance shall not be cancelled or lapse because of any partial use or occupancy of the County.

Sarasota County Government, the CM and its subcontractors shall be included as Insureds on the policy.

Waiver of subrogation is to apply against all parties named as Insureds, but only to the extent the loss is covered.

CM is responsible for the payment of all policy deductibles. Maximum deductible amounts shall not be greater than $25,000 except for perils of earthquake, flood and windstorm, unless otherwise approved by the County.