3_Appendix_C_-_SOQ_Requirements_-_MEU_Feasibility_Study.docx
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- Solicitation number
- RFP- 26 - 118
- Issued by
- Pinellas County, Florida
About this file
This is a Statement of Qualifications (SOQ) Requirements document for the City of St. Petersburg, Florida's Municipal Electric Utility (MEU) Feasibility Study (Project No. 26133-130). The City is seeking qualified consulting firms to evaluate the financial, technical, operational, regulatory, and legal implications of establishing a City-owned Municipal Electric Utility to potentially replace Duke Energy Florida. Phase 1, the base award, encompasses all work necessary for comprehensive feasibility evaluation. Phases 2 and 3 are optional awards that may be authorized at the City's discretion, with Phase 2 assessing a 100% renewable-powered MEU model and comparison to Duke Energy's Clean Energy Connection program, and Phase 3 evaluating alternative municipalization options, developing a draft transition plan, and supporting public education efforts. All proposals must be submitted as a single PDF document limited to 45 pages (excluding cover pages and section dividers), formatted on 8.5 x 11-inch pages, with complete bookmarked table of contents.
Responding firms must demonstrate minimum qualifications including experience in utility asset valuation, public utility formation, energy infrastructure planning, financial modeling, rate-setting, renewable energy integration, and familiarity with Florida regulatory requirements and grid modernization. The SOQ submission must include a signed transmittal letter, project team composition using SF 330 forms (Sections A-E), three to five reference projects completed within the past five years, firm-specific qualifications and project approach descriptions, safety and CADD/GIS capabilities discussions (compatible with AutoCAD Civil 3D 2024, ESRI ArcMap 10.8, and ESRI ArcPro Version 3.0), one updated SF 330 Part II form, three client references, disclosure of any contractual failures or litigation, supplier diversity/business outreach plan information, and copies of current applicable Florida licenses. The proposed project manager and at least one substitute project manager must each have a minimum of ten years of applicable experience and remain assigned throughout the contract term without replacement without City approval.
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Appendix C - Statement of Qualifications Requirements Municipal Electric Utility (MEU) Feasibility Study City of St. Petersburg, Florida Project No. 26133-130
The Request for Qualifications shall include the following information in the order listed. Upload all responses as one PDF labeled “Statement of Qualifications Requirements”. Page size shall be limited to 8 ½ x 11.
The Bid Proposal shall be limited to 45 pages. Proposals in excess of 45 pages may be deemed non-responsive by the Procurement and Supply Management Director. A cover page or section divider pages are not included in the total page count.
While the use of SF330 Forms is not required, the Proposal must include all information as outlined in the SF330.
A. Submittal Requirements
Section
Transmittal Letter
Table of Contents/PDF Bookmarks
Project Team (SF 330, Sections A – E)
Experience and Reference Projects (SF 330, Sections F – G)
Firm Specific Qualifications
Project Approach
Safety
CADD and GIS capabilities
General Qualifications (SF 330, Part II)
References
Contractual Failures
Supplier Diversity / Business Outreach Plan
Licenses
Maximum Number of Pages for SOQ Responses - 45
B. Transmittal Letter
Offerors must submit a transmittal letter on the firm’s letterhead. It must be signed by a representative of the offeror authorized to sign such material and to commit the offeror to the obligations contained in the SOQ. The transmittal letter must include the name, address, phone number and e-mail address for the offeror’s contact, and must specify who would be the firm’s signatory to any contract documents executed with the City. The transmittal letter may include other information deemed relevant by the offeror.
C. Table of Contents/PDF Bookmarks
Include a Table of Contents and Bookmark each section of the PDF.
D. Project Team (SF 330, Sections A – E)
In this section, the offeror must use SF 330 Part I, A – E to describe the composition and organization of the team.
Identify any other firms (such as sub-contractors and sub-consultants) included on the project team along with the offeror.
The organizational chart should indicate the reporting relationships and responsibilities of the offeror, including any subconsultants and subcontractors.
Key personnel shall include the offeror's project manager, at least one (1) substitute project manager, and other individuals with specific skills relevant to the anticipated work. The proposed project manager and the proposed substitute shall have a minimum of ten (10) years of applicable experience and shall remain with the project throughout the term of the City's standard agreement. The project manager shall not be replaced or substituted without the prior approval of the City. The City may request an interview with the short-listed firm's proposed project managers. The key project manager or their approved substitute(s) shall be available for all meetings. Experience included on the resume(s) must be limited to projects completed within the past ten (10) years.
E. Experience and Reference Projects (SF 330, Sections F – G)
In this section, the offeror must use SF 330 Part I, F – G to describe the performance history and experience of the project team on similar projects.
The information should demonstrate the firm’s ability to work cooperatively with multiple clients and any third-party. Submit a combination of three to five (minimum of 3, maximum of 5) reference projects similar in size and scope completed in the past five (5) years.
F. Additional Information (SF 330, Section H)
1. Firm Specific Qualifications The offeror should identify the key strengths of the firm. Highlight capabilities and areas of specialization provided by the firm. The firm must have the following minimum qualifications:
A. Experience in utility asset valuation, public utility formation, and energy infrastructure planning.
B. Experience in financial modeling, rate-setting, and renewable energy integration.
C. Familiarity with Florida regulatory requirements and compliance, grid modernization, and stakeholder engagement.
2. Project Approach The offeror should identify the process utilized on other services contracts and the process envisioned for the services identified in this RFP to ensure task authorizations meet expectations. This should include the process envisioned for interfacing with the City through the project manager. If subconsultants are part of the team, describe the specific scope of work for each firm’s services and specifically in which types of projects the subconsultants will participate. Describe the firms approach to the management of subconsultants and subcontractors.
3. Safety Provide a discussion on the firm’s approach to safety.
4. CADD and GIS Capabilities Provide a discussion on the firm’s CADD and GIS capabilities. The City currently uses AutoCAD Civil 3D 2024, ESRI ArcMap 10.8 & ESRI ArcPro Version 3.0. All submitted electronic drawings will need to be compatible with this version of CADD.
5. General Qualifications (SF 330, Part II) Provide one (1) updated SF 330 Part II, for the offeror's office(s) which will provide services identified in this RFP. Provide the same information for each subconsultant.
6. References Provide a list of three (3) client contact persons for whom the offeror has recently provided services similar in nature to the services identified in this RFP.
7. Contractual Failures Describe any alleged, significant prior or ongoing contract failures, licensing or permit violations, claims on bonds, any civil or criminal litigation or investigation pending (including wage theft complaints filed) which involves the firm or in which the firm has been judged guilty or liable.
8. Supplier Diversity / Business Outreach Plan Whether or not the offeror or any of its subconsultants or subcontractors is a certified Minority Business Enterprise (MBE) as defined by the Florida Small and Minority Business Assistance Act, a Woman Owned Business Enterprise (WBE) a Disadvantaged Business Enterprise (DBE), and/or a Small Business Enterprise (SBE). If the offeror and/or its subconsultants or subcontractors are a MBE, WBE, DBE, or SBE, provide the name of the firm and the certifying agency in a matrix. This may include a Business Outreach Plan.
9. Licenses Provide copies of offeror's and individual’s current applicable Florida License.
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