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

RPS Part I Rev. 02/10/25 Page 1 of 6

RPS #: 262855CG

RPS TITLE: Coastal Engineering Services for Casey Key Resiliency Project

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 a qualified Proposer to provide professional coastal engineering support to advance the permitting for the Casey Key Resiliency Project. Proposers are required to comply with Part II, Scope of Services.

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

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 business organization registered with the Florida Department of Business & Professional Regulation (DBPR) to provide Engineering Services in the State of Florida at the time of submittal.

3.2 At least one key personnel listed in the Proposal must be a registered Professional Engineer licensed by Florida Board of Professional Engineers at the time of submittal.

3.3 Proposals should demonstrate experience providing coastal engineering services.

3.4 Preferred Qualifications

3.4.1 Experience in bathymetric survey/mapping

3.4.2 Experience obtaining County, state and federal permits for coastal engineering projects

3.4.3 Experience with Sovereign Submerged Lands

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

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3.4.4 Experience with State of Florida and federally funded coastal restoration and grant projects

3.4.5 At least one of the proposed key personnel:

a. Is a Certified Ecologist (Ecological Society of America)

b. Is a Professional Wetland Scientist or Wetland Professional in Training (Society of Wetland Scientists)

c. Is a Professional Geologist

d. Has a Bachelor of Science or Master of Science in coastal engineering or ecological/environmental science

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 must be submitted in the Vendor Questionnaire section in OpenGov in the format requested.

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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, including subconsultants, demonstrating individual qualifications and experience.

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, subcontractor(s), and current team members 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.

7.3 Approach

7.3.1 Project Approach – Provide a detailed project approach that includes, but is not limited to the following:

a. Project management techniques, controls, program and technologies to be employed to meet project schedule and budget requirements.

b. Assignment of personnel to provide the most efficient service.

c. Where elements of the work will be performed, and who in the organizational chart will oversee performance of the work to provide the most efficient services.

d. Anticipated impacts of the Proposer’s current and projected workload on the project.

e. Detailed information explaining how location of the firm, key personnel and sub-contractors will affect project, including how impact of any physical distance will be mitigated through the use of technology, processes or other means.

7.3.2 Workload

Complete the Current & Projected Workload Form (in the

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Vendor Questionnaire section of OpenGov) to identify active and awarded projects.

7.3.3 Organization

a. Provide an organizational chart delineating personnel assigned to the project (including subconsultants).

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

7.3.4 Schedule/Timeline

Provide a graphical representation of the proposed project schedule/timeline indicating major milestones and deliverables.

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 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

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8.2 Presentations

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

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

The Proposer ranked first by the PSRC will be recommended for award.

AWARD

9.1 It is the intent of the County to award a contract to the Proposer(s) who, in the sole opinion of the County, is 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 CCNA Specific Project 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.

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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.

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

12.1 The plans on this project are subject to reuse in accordance with Section

287.055 (10), Florida Statutes.

PART II

SCOPE OF SERVICES

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1. PURPOSE

This Request for Professional Services (RPS) seeks professional coastal engineering services for the Casey Key Resiliency Project (Project), as described below. Funding for this solicitation has not yet been appropriated. Any award resulting from this RPS is contingent upon the appropriation of funds by the Board of County Commissioners.

2. BACKGROUND

A. The Project is intended to improve resiliency through comprehensive beach restoration with enhanced erosion control measures including structures and artificial reefs.

B. On March 5, 2026, the County filed a permit application to the Florida Department of Environmental Protection (FDEP) for a Joint Coastal Permit for the Project based on the materials prepared by Humiston and Moore Engineers for the Casey Key Conservation Association (refer to Attachment A). In response to the application, the County received a Request for Additional Information (refer to Attachment B) dated May 4, 2026, from the FDEP.

C. The Casey Key Conservation Association (CKCA) has expressed a desire to donate materials developed by Humiston and Moore Engineers to the County. The County now requires professional services as the Project proceeds through the FDEP permit review process. Additional regulatory approvals may be required.

3. PROJECT

The Project, as currently proposed, is a comprehensive strategy to stabilize the Gulf shoreline of Casey Key through the construction of 45 coastal structures (specifically, six breakwaters, six groins with attached reef balls, and 33 groins), and beach restoration via the placement of 1,005,800 cubic yards of sand. There is currently no identified funding or specified timeline for construction of this Project.

4. DESCRIPTION OF WORK

A. INITIAL PORTION

i. The initial portion of the Project, to be accomplished by the selected Proposer, includes:

a. Responding to the RAI from FDEP including but not limited to, preparing information not included in the original application submittal, providing additional requested information, etc. This may require modifying the plans and additional data collection.

b. Seeking and obtaining any additional state and federal

Prepared by Planning & Development Services Department Part II - Page 2 of 4 regulatory approvals to implement the Project.

ii. Utilizing and building upon the materials prepared by Humiston and Moore Engineers, the Consultant shall obtain the regulatory approvals necessary to implement the Project.

a. The existing Project materials/submitted FDEP application materials are included as Attachment A for informational purposes.

b. All work required to obtain or modify permits, as required, shall be completed by the selected Consultant. Permits include, but are not limited to, the United States Army Corps of Engineers (USACE), FDEP, and local authorizations.

c. Design phase includes final design that may be based on input from regulatory agencies or the County Commission, and mitigation plans.

iii. Depending upon the outcome of the permitting process and whether the County determines to proceed with construction of the Project at large, additional potential future tasks (which may be authorized by amendment to the resulting contract) may include:

a. Sourcing the materials necessary to affect construction, such as a sand search.

b. Professional services for the Project as further described below, including but not limited to, design, construction compliance support, monitoring, and public involvement processes.

iv. Within 30 days of the issuance of the Notice of Recommended Award (NORA), the Consultant shall submit a detailed timeline for this Project for the County’s consideration and inclusion in the Agreement.

v. All services, activities, products, and deliverables will be of a quality acceptable for use in permitting with local, state, and federal agencies having jurisdiction over the Project.

B. POTENTIAL FUTURE WORK

i. Additional services may be added via amendment to the resulting contract in the event the County proceeds with the Project. The County reserves the right to solicit for any or all additional services separately.

ii. Potential permitting and design tasks include, but are not limited to:

a. Federal, state, and local permit application and supporting documentation

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b. Description of State lands

c. US Fish and Wildlife Service biological opinion

d. Environmental (physical and biological) assessment

e. Reconnaissance-level investigation plan

f. Borrow area field investigation/sand search, including cultural resources assessment/survey

g. Sediment sampling (grab/Vibracore) and logs with sediment analysis

h. Borrow area delineation and compatibility analysis

i. Bathymetric survey

j. Seismic survey

k. Offshore borrow area cultural resources assessment and magnetometer survey

l. Side-scan sonar survey

m. Geotechnical study, including all physical investigations, data collection, and development of offshore sand resource “borrow areas” for the Project

n. Grant funding support (application and reporting)

iii. Construction Compliance Support tasks may include:

a. Site visits, contractor coordination, pay applications, and change order reviews

b. On-site observation and monitoring of sand placement (truck haul or dredge), including pay volume surveys and calculations

c. Ensure compliance with permit conditions throughout construction

d. Monitoring

e. Annual Coastal Project Area Surveying

f. Pre-Hurricane Season: Profile surveys at FDEP Coastal Range Monuments, using FDEP azimuths, to the depth of closure. Work should include an annual analysis of changes, documenting volume changes within the project area compared to the most recently available prior data.

g. Post-Storm: At the County’s discretion, post-storm surveying and damage claim support on managed beaches, profile surveys of the managed beaches to the depth of closure, analysis of storm impacts, and reporting to and guidance from FEMA, Florida

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Department of Emergency Management (FDEM), and/or FDEP, and supporting the County through the claims process.

iv. Permit-Required Monitoring

a. Permit-required monitoring, including conducting and coordinating all permit-required physical and biological post construction monitoring activities and agency reporting, including documentation for eligible grant reimbursement, annual profile surveys for the alternate years, and analysis of changes (e.g., annual erosion/accretion).

v. Additional tasks may include, but are not limited to:

a. Public Meetings - Provide technical support and/or attend public meetings as the County representative when needed. These can include meetings with the Board of County Commissioners, Coastal Advisory Committee, Tourist Development Council, Municipal Services Taxing Unit/Benefit Unit public meetings, or Neighborhood/Homeowners’ Associations.

b. Technical Meetings - Lead technical meetings with various agencies, including Sarasota County, FDEP, Florida Fish and Wildlife Service, the U.S. USACE, and the U.S. Fish and Wildlife Service.

c. Funding Strategies and Support - Assess local, regional, state, and federal funding opportunities for the Project.

Generate support materials for funding requests, including applications and reporting.

d. Coastal engineering data analysis and modeling, including wave and sediment transport modeling, using the most advanced modeling suites available, and beach and inlet sediment budget analysis.

e. Construction compliance and observation, engineering certification, contract administration, construction conferences, and meetings for beach erosion control projects.

f. Technical writing associated with engineering reports and documents.

g. Cost estimating and bidding assistance with the Project.

h. Peer review of coastal engineering documents, data, and plans.

PART III – INSURANCE REQUIREMENTS

Insurance Template Adopted 04/19/19 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 5-day 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 agrees to 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.

PART III – INSURANCE REQUIREMENTS

Insurance Template Adopted 04/19/19 Page 2 of 2

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.

Contractors who are exempt from Florida’s Workers’ Compensation law must provide proof of such exemption issued by the Florida Department of Financial Services, Bureau of Workers’ Compensation.

B. COMMERCIAL GENERAL LIABILITY: Contractor agrees to 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 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.

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. PROFESSIONAL LIABILITY: Consultant shall maintain Professional Liability insurance, or equivalent Errors & Omissions Liability insurance, with limits not less than $1,000,000 per claim/occurrence and in the aggregate for professional services rendered under this Contract. If coverage is written on a claims-made basis: a. Any retroactive date shall precede the effective date of this Contract; b.

Consultant shall provide certificates of insurance evidencing the required coverage for a period of two years after final payment under this Contract is made, or provide evidence showing Consultant has obtained a two year extended reporting period endorsement.

Part III 6.9.26