39256 RFQ-DB C1 Canal Treat Proj_Final_.pdf

THE GOVERNING BOARD OF THE

ST. JOHNS RIVER WATER MANAGEMENT DISTRICT

C-1 CANAL BASEFLOW TREATMENT PROJECT

REQUEST FOR QUALIFICATIONS – DESIGN BUILD 39256

The Governing Board of the St. Johns River Water Management District (the “District”) is initiating a “Request for Qualifications – Design Build (RFQ-DB),” whereby the District will procure this project through a qualifications- and proposal-based competitive process: Respondents submit Qualifications Submittals (Step One) and submit Technical and Price Proposals (Step Two).

Further information is available through DemandStar at Demandstar.com, Vendor Registry at Vendorregistry.com, Central Bidding at centralauctionhouse.com, or the District’s website at sjrwmd.com.

Solicitation packages may be obtained from DemandStar, Vendor Registry, Central Bidding, or the District by calling or emailing Kendall Matott, Contracts Manager, at (386) 312-2324 or kmatott@sjrwmd.com.

Qualifications Submittals and subsequently-submitted Technical and Price Proposals will be opened in the Conference Room 147, Administration Building, Palatka Headquarters, 4049 Reid Street, Palatka, Florida 32177-2571.

Project Description The C-1 Canal Baseflow Treatment project is a pilot project for one of the full-scale concepts identified in the 2017 Indian River Lagoon (IRL) Stormwater Capture and Treatment Feasibility Analysis. This pilot project (the Project) involves pumping water from C-1 Canal into an innovative media-based treatment system to remove nutrients and then discharging the treated water downstream. The Project will be sited adjacent to the MS-1 structure. In addition to design and construction, the Project includes operation, monitoring, and demobilization of the treatment system.

Additional project information including the signed and sealed design criteria package prepared by the District’s Design Criteria Professional can be found in Attachment A of the sample contract included with this solicitation.

Onsite Non-Mandatory Pre-Submittal Conference

A NON-MANDATORY PRE-SUBMITTAL CONFERENCE IS SCHEDULED FOR

11:00 A.M., JANUARY 12, 2024, AT THE PROJECT SITE:

1518 PORT MALABAR BLVD NE, PALM BAY, FL 32905

The purpose of the pre-submittal conference is to review requirements of this solicitation, and to provide Respondents an opportunity to view project site. Access to the Project site is limited; the pre-submittal meeting will be the only opportunity for Respondents to visit and review the Project site.

Request for Qualifications – Design Build Two-Step Process The first step of the RFQ-DB process includes the submission of a Qualifications Submittal to include a letter of interest with information pertaining to Respondent’s qualifications. The information in the Qualifications Submittal shall include, but is not limited to, evidence of current professional status; availability; location;

adequacy of personnel; past contractual record and related experience; recent, current, and projected workloads; volume and quality of work previously awarded to the firm by the District; willingness to meet time and budget requirements; and whether the firm is a certified minority business as defined by the Florida Small and Minority Business Assistance Act. A District Evaluation Committee (Committee) will review and evaluate Respondents’ qualifications. After evaluations are complete, the Committee will select not less than three Respondents deemed most highly qualified to provide the design-build services and proceed to the second step of the process. Respondents selected as most qualified will be notified by email and U.S. mail by District staff to submit sealed Proposals. Respondents not selected will also be notified.

RFQ-DB 39256

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Those Respondents selected as most qualified will advance to the second step of the RFQ-DB process.

The second step of the RFQ-DB process includes the submission of competitive technical and price proposals. The technical proposals will include information on the technical and design aspects of the project. Top ranked firms (not less than three and no more than four) may be requested to provide oral presentations on the dates indicated below (time to be determined). Price proposals will include a cost schedule with a line item for each task cost and a total proposal cost. The Technical Proposal will be evaluated by the Committee prior to opening the Price Proposal.

Proposals must be developed based upon the information contained in the Statement of Work/Design Criteria Package. The Price Proposal will receive a score in accordance with the formula included in the evaluation criteria and will be incorporated into the overall scoring to determine the final ranking of all proposals.

Any submittal or proposal received after the dates and times stated will not be considered and will be returned to Respondent unopened. The District reserves the right to reject any and all parties who submit Qualifications Submittals or Technical and Price Proposals. The District also reserves the right to waive any minor deviations in an otherwise valid response to the RFQ-DB process, to reject any or all responses to the

RFQ-DB.

This Solicitation is issued subject to the legal requirements established under Consultants’ Competitive Negotiation Act, §287.055, Fla. Stat., and Rules 40C-1.709 – 40C-1.718, FA.C.

The District will conduct the RFQ-DB Two-Step process as follows:

Date Description January 12, 2024, 11:00 a.m. Pre-Submittal Conference (Project Site) January 30, 2024, 2:00 p.m. Step One: Qualifications Submittals due for Design-Build process February 8, 2024, 2:00 p.m. Evaluation Committee meets to review the Submittals to determine up to four of the most highly qualified respondents to proceed to the second step of the RFQ- DB process (District HQ, 4049 Reid St, Palatka, FL 32177, Admin Bldg, Conf Rm 147)

February 8, 2024 District Issues Notice of Intended Decision (NOID) notifying Respondents of Rankings from Step One

March 5, 2024, 2:00 p.m. Step Two: Receive Technical and Price Proposals for Design-Build Project March 18, 2024 Oral Presentations, if necessary (time TBD) March 18, 2024, 1:00 p.m. Evaluation Committee Meeting March 18, 2024, 3:00 p.m. Open Price Proposals and determine final rankings April 9, 2024 District Governing Board consideration to approve a ranking of designated firms and competitive negotiations be instituted April 10, 2024 District enters into cost negotiations with respondents in ranked order

Special accommodations for disabilities may be requested through Kendall Matott, or by calling (800) 955- 8771 (TTY), at least five business days before the date needed.

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RESPONSE CHECKLIST

This Response Checklist is provided for convenience of Respondent and shall not be relied upon in lieu of the instructions or requirements of this solicitation. To ensure that the Response is complete and to maximize the number of points Respondent may receive, please review the following items to confirm that they have been addressed and are included in the Response. Do not return this checklist with your Response.

STEP ONE: QUALIFICATIONS SUBMITTALS

Has Respondent met the Qualifications submission deadline established in the solicitation?

Does the electronic file contain all required documentation to meet the requirements stated in the solicitation documents?

Has Respondent included a letter from its surety company?

Is Respondent in good standing with the Florida Secretary of State (corporations and partnerships)?

Has Respondent prepared, organized, and completed the Qualifications Submittal correctly?

(1) Transmittal Letter/Letter of Interest

(2) Tab 1 — Respondent’s Professional Profile

(3) Tab 2 — Respondent Work Profile

(4) Tab 3 — Qualifications Submittal Forms (District-provided)

(5) Tab 4 — Location of Respondent

(6) Tab 5 — Volume and Quality of Work Previously Awarded to Respondent

STEP TWO: TECHNICAL AND PRICE PROPOSAL (advancing firms only)

(1) Technical Proposal prepared by Respondent

(2) Price Proposal prepared by Respondent (separate sealed envelope)

(3) Proposed Technology Form (District-provided)

(4) Proposal Bond

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TABLE OF CONTENTS

INSTRUCTIONS TO RESPONDENTS .................................................................................................................................. - 5 -

1. INTRODUCTION ............................................................................................................................................... - 5 -

2. DEFINITIONS .................................................................................................................................................... - 5 -

3. CONTRACT ADMINISTRATION .................................................................................................................... - 5 -

4. WHERE TO DELIVER QUALIFICATIONS SUBMITTAL, TECHNICAL PROPOSAL, AND

PRICE PROPOSAL ............................................................................................................................................ - 6 -

5. OPENING OF QUALIFICATIONS SUBMITTALS, TECHNICAL PROPOSALS, AND PRICE

PROPOSALS ...................................................................................................................................................... - 7 -

6. ELECTRONIC SUBMISSION OF QUALIFICATIONS AND PROPOSALS .................................................. - 7 -

7. STEP ONE: QUALIFICATIONS SUBMITTAL ................................................................................................ - 8 -

8. STEP TWO: TECHNICAL AND PRICE PROPOSALS (advancing firms only) ............................................. - 10 -

9. INQUIRIES AND ADDENDA ......................................................................................................................... - 11 -

10. PROJECT ESTIMATE ...................................................................................................................................... - 12 -

11. MINIMUM QUALIFICATIONS ...................................................................................................................... - 12 -

12. TECHNICAL AND PRICE PROPOSAL GUARANTY .................................................................................. - 13 -

13. SIGNATURE AND CERTIFICATION REQUIREMENTS ............................................................................ - 14 -

14. DISQUALIFICATION OF RESPONDENTS ................................................................................................... - 14 -

15. REJECTION OF QUALIFICATIONS SUBMITTAL OR PROPOSAL .......................................................... - 15 -

16. DIVERSITY OPPORTUNITY.......................................................................................................................... - 15 -

17. FLORIDA SALES TAX.................................................................................................................................... - 15 -

18. EVALUATION CRITERIA .............................................................................................................................. - 16 -

19. EVALUATION AND AWARD PROCEDURES ............................................................................................. - 17 -

20. DESIGN-BUILD SERVICES ........................................................................................................................... - 19 -

21. REQUIREMENT TO KEEP PROJECT TEAM INTACT ................................................................................ - 19 -

22. SUBCONTRACTS ............................................................................................................................................ - 20 -

23. WITHDRAWAL OF QUALIFICATIONS SUBMITTAL OR TECHNICAL PROPOSAL ............................ - 20 -

24. NO ASSIGNMENT OF PROPOSALS ............................................................................................................. - 20 -

25. EXECUTION OF AGREEMENT ..................................................................................................................... - 20 -

26. EXAMINATION OF AGREEMENT DOCUMENTS AND WORK AREA ................................................... - 21 -

27. PROHIBITION AGAINST CONSIDERING SOCIAL, POLITICAL, OR IDEOLOGICAL

INTERESTS IN GOVERNMENT CONTRACTING - §287.05701, FLA. STAT. .......................................... - 21 -

28. PUBLIC ENTITY CRIMES/DISCRIMINATORY VENDORS ....................................................................... - 21 -

29. NOTICES AND SERVICES THEREOF .......................................................................................................... - 21 -

30. PROTEST PROCEDURES ............................................................................................................................... - 22 -

FORMS .................................................................................................................................................................................. - 23 - PRICE PROPOSAL ACKNOWLEDGEMENT FORM .................................................................................................. - 23 - PROPOSED SUBCONSULTANTS ................................................................................................................................ - 25 - PROPOSED TECHNOLOGY FORM .............................................................................................................................. - 26 - CERTIFICATE AS TO CORPORATION ....................................................................................................................... - 27 -

AFFIDAVIT AS TO NON-COLLUSION AND CERTIFICATION OF MATERIAL CONFORMANCE

WITH SPECIFICATIONS ................................................................................................................................. - 28 - QUALIFICATIONS — GENERAL ................................................................................................................................. - 29 - QUALIFICATIONS — SIMILAR PROJECT: ENGINEERING/DESIGN SERVICES ................................................. - 30 -

QUALIFICATIONS — SIMILAR PROJECT: CONSTRUCTION OF MEDIA-BASED TREATMENT

SYSTEM ............................................................................................................................................................ - 31 - QUALIFICATIONS — CLIENT REFERENCE ............................................................................................................. - 32 - DRUG-FREE WORKPLACE FORM .............................................................................................................................. - 34 - TECHNICAL AND PRICE PROPOSAL BOND FORM ................................................................................................ - 35 - PERFORMANCE AND PAYMENT BOND ................................................................................................................... - 36 - NO RESPONSE FORM ................................................................................................................................................... - 37 - ATTACHMENT A — STATEMENT OF WORK/DESIGN CRITERIA PACKAGE .................................................... - 63 - ATTACHMENT B — INSURANCE REQUIREMENTS ............................................................................................... - 64 - ATTACHMENT C — DISTRICT’S SUPPLEMENTAL INSTRUCTIONS (sample) .................................................... - 65 -

ATTACHMENT D — CONTRACT PAYMENT REQUIREMENTS FOR STATE-FUNDED COST

REIMBURSEMENT CONTRACTS ................................................................................................................. - 66 - ATTACHMENT E — MTWCD EASEMENT AGREEMENT ....................................................................................... - 67 -

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INSTRUCTIONS TO RESPONDENTS

1. INTRODUCTION

This Request for Qualifications — Design-Build (“Solicitation”) for the C-1 Canal Baseflow Treatment Project (“Project”) invites Responses (the words, “Response” and “Submittal” have the same meaning in these documents) according to the requirements set forth in this Solicitation, including the format and content guidelines in Paragraph 7 – STEP ONE: QUALIFICATIONS SUBMITTAL and Paragraph 8 – STEP TWO: TECHNICAL AND PRICE PROPOSAL (advancing firms only). Responses will be reviewed and evaluated using the qualifications-based selection process described in Paragraph 18 –

EVALUATION CRITERIA.

Through this RFQ-DB, the District is seeking to procure a qualified and experienced design-build firm, as defined in §287.055, Fla. Stat., and Rules 40C-1.709 – 40C-1.718, FA.C., including the Engineer of Record and engineering/design manager firm as the lead designer. The lead engineer will act as the design manager and is considered the Successful Respondent’s Engineer of Record. A conceptual drawing (schematic) has been developed and provided for this project that shows the media-based treatment system. The Successful Respondent is responsible for design and construction (design-build) of the Project. This drawing is conceptual and may not be representative of the finished project.

Respondents understand and agree that any expenditure they make in preparation and submittal of Responses or in the performance of any services requested by the District in connection with the Qualifications Submittals or in response to this RFQ-DB, are exclusively at the expense of the Respondents. In addition, the District shall not pay or reimburse any expenditure or other expense incurred by any Respondent for the following:

(a) Anticipation of an award of a contract

(b) Maintaining the approved status of the Successful Respondent if a contract is awarded

(c) Administrative or judicial proceedings resulting from the solicitation process

2. DEFINITIONS

The definitions of capitalized terms used in this solicitation that are not otherwise defined herein can be found in the sample contract document (the “Agreement”) that is at the end of these instructions. The Agreement includes these Instructions to Respondents, any addenda published by the District, the Technical Proposal provided by Respondent, and all required certifications and affidavits.

3. CONTRACT ADMINISTRATION

All inquiries related to this solicitation may only be directed to the Contracts Manager:

Kendall Matott, Contracts Manager Phone: (386) 312-2324 Email: kmatott@sjrwmd.com

Between the release of this solicitation and the posting of the final Step Two notice of intended decision, Respondents to this solicitation or persons acting on their behalf may not contact any employee or officer of the District concerning any aspect of this solicitation, except the procurement employee listed above.

Violation of this provision is grounds for rejecting a response.

mailto:wcox@sjrwmd.com

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4. WHERE TO DELIVER QUALIFICATIONS SUBMITTAL, TECHNICAL PROPOSAL, AND

PRICE PROPOSAL

All documents: Qualifications Submittal, Technical and Price Proposals must be submitted in sealed envelopes to:

Kendall Matott, Contracts Manager Attn: Office of Financial Services St. Johns River Water Management District 4049 Reid St, Palatka, FL 32177-2571

Respondents must clearly label the Qualifications Submittal, Technical Proposal, and Price Proposal envelopes with large bold, and/or colored lettering (place label on inner envelope if double sealed) as follows:

STEP ONE: Prospective Respondents must submit information pertaining to their qualifications to successfully perform the Work as set forth in the solicitation.

SEALED QUALIFICATIONS SUBMITTAL — DO NOT OPEN

Respondent’s Name: _______________________________ Request for Qualifications – Design Build: 39256 Opening Time: 2:00 P.M.

Opening Date: January 30, 2024

STEP TWO (advancing firms only): Qualified Respondents must submit their Technical Proposal in a separate envelope.

SEALED TECHNICAL PROPOSAL — DO NOT OPEN

Respondent’s Name: _______________________________ Request for Qualifications – Design Build: 39256 Opening Time: 2:00 P.M.

Opening Date: March 05, 2024

Qualified Respondents must submit their Price Proposal in a separate sealed envelope along with their Technical Proposal on February 23, 2024. The Price Proposal will be opened at a later time and date as shown below.

SEALED PRICE PROPOSAL — DO NOT OPEN

Respondent’s Name: _______________________________ Request for Qualifications – Design Build: 39256 Opening Time: 3:00 P.M.

Opening Date: March 18, 2024

Please note that the United States Postal Service does not deliver regular mail or express mail to the above address. The District’s experience is that Federal Express and United Parcel Service will.

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5. OPENING OF QUALIFICATIONS SUBMITTALS, TECHNICAL PROPOSALS, AND PRICE

PROPOSALS

Respondents or their authorized agents are invited to attend the opening of the Qualifications Submittals, Technical Proposals, and Price Proposals at the following dates, times, and place:

Sealed Qualifications Submittal: January 30, 2024, 2:00 P.M.

Sealed Technical Proposal: March 05, 2024, 2:00 P.M.

Sealed Price Proposal: March 18, 2024, 3:00 P.M.

St. Johns River Water Management District Headquarters 4049 Reid Street, Palatka, Florida 32177-2571

The Florida Public Records Act, §119.071(1)(b), Fla. Stat., exempts sealed submittals and proposals from inspection and copying until such time as the District provides notice of an intended decision pursuant to §120.57(3)(a), Fla. Stat., or until 30 days after opening of bids, proposals, submittals, or final replies, whichever is earlier. This exemption is not waived by the public opening of the submittals or proposals.

Unless otherwise exempt, Respondent’s Qualifications Submittal, Technical Proposal, and Price Proposal are public records subject to disclosure upon expiration of the above exemption period. If any information submitted with the Qualifications Submittal, Technical Proposal, or Price Proposal is a trade secret as defined in §812.081, Fla. Stat., and exempt from disclosure pursuant to §815.04, Fla. Stat., Respondent must clearly identify any such material as “CONFIDENTIAL TRADE SECRET” in its Qualifications Submittal, Technical Proposal, or Price Proposal AND explain the basis for such exemption. The District reserves the right, in its sole judgment and discretion, to reject a Qualifications Submittal, Technical Proposal, or Price Proposal for excessive or unwarranted assertion of trade secret confidentiality and return the Qualifications Submittal, Technical Proposal, and Price Proposal to Respondent.

6. ELECTRONIC SUBMISSION OF QUALIFICATIONS AND PROPOSALS

Respondent must submit its Qualifications Submittal, Technical Proposal, and Price Proposal in “electronic” format. The District recommends that Respondents confirm the files on the pin/flash/thumb drive open correctly on a non-company owned computer. Any electronic submittal received by the District that does not open on a District-owned computer is subject to rejection as a defective response.

Instructions for submitting are below.

All electronically submitted files shall be saved to a pin/flash/thumb drive. The pin/flash/thumb drives MUST be placed in separate sealed envelopes pursuant to the instructions under “WHERE TO DELIVER QUALIFICATIONS, TECHNICAL PROPOSAL, AND PRICE PROPOSAL” for sealed responses — DO NOT SUBMIT YOUR RESPONSE BY EMAIL — THIS WILL RESULT IN

THE QUALIFICATIONS SUBMITTAL, TECHNICAL PROPOSAL AND PRICE PROPOSAL

BEING REJECTED AS NON-RESPONSIVE.

Number of Pin/Flash/Thumb Drives: Submit an electronic copy of the Qualifications Submittal, Technical Proposal, and Price Proposal on separate pin/flash/thumb drives (three required).

(a) All blank spaces on the District-provided forms and documents must be typewritten or legibly printed in ink.

(b) Respondent must specify the cost for each item described in the Agreement (the “Work”) in figures as indicated by the spaces provided on the Price Proposal — Cost Schedule.

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(c) In the event you decline to submit a Qualifications Submittal, the District would appreciate submittal of the “No Response Form” provided at the end of the “FORMS” section to describe the reason for not submitting a Qualifications Submittal.

All of the forms and questionnaires in the RFQ-DB solicitation package are available upon request in Microsoft® Word to aid the Respondent in submitting its Qualifications Submittal, Technical Proposal, and Price Proposal.

Do NOT password protect the pin/flash/thumb drive or your files. Use a naming convention similar to those show below for each pin/flash/thumb drive.

(a) RFQ-DB Qualifications Submittal: RFQ-DB # Respondent’s name (abbreviated) Due Date Example: “RFQ-DB 39256 ABC Venture LLC. 01-19-2024

(b) The Technical and Price Proposal files should be saved to separate pin/flash/thumb drives and named similar to the above example

7. STEP ONE: QUALIFICATIONS SUBMITTAL

PREPARATION AND ORGANIZATION OF THE QUALIFICATIONS SUBMITTAL

It is Respondent’s responsibility to include information in its Response to present all relevant qualifications and other materials. The Response, however, should not contain standard marketing or other general materials. The requirements set forth below represent the minimum content for the Response. It is Respondent’s responsibility to modify such materials so that only directly relevant information is included in the Response.

Transmittal Letter/Letter of Interest

Respondents must submit a transmittal letter on Respondent’s letterhead. It must be signed by a representative of Respondent who is authorized to sign such material and to commit Respondent to the obligations contained in the Response. The transmittal letter must include the name, address, phone number and email address for Respondent contact, and must specify the authorized individual who will execute the Contract. If Respondent is a general partnership, joint venture, or consortium, all partners/members of the general partnership, joint venture, or consortium shall sign the letter. If Respondent is a corporation or a limited liability company, an authorized officer shall sign his/her name and indicate his/her title beneath the full corporate name. The transmittal letter may include any information deemed relevant by Respondent. If Respondent is a general partnership, joint venture or consortium, state that each partner/member of the general partnership, joint venture or consortium will have joint and several liabilities if awarded the Contract.

If Respondent is a general partnership, joint venture, or consortium, identify which entity will obtain the performance and payment bond that will be used and specifically identify the partners/members of the entities who will be jointly and severally liable under the Contract; and provide a copy of the agreement that was filed with the state of Florida, in compliance with the Fla. Admin. Code (Respondent must state in its response that it will comply with Florida Statutes, as well as Fla. Admin. Code, prior to Response submission).

Tab 1 — Respondent’s and Subconsultants’ overall qualifications, capabilities, experience, and availability to conduct work as presented in the Statement of Work (Complete all District-provided forms)

(a) Evidence of current professional status: Include a copy of current valid state of Florida

Certified General Contractor’s license for the lead/project constructor, Florida Professional Engineer’s licenses for the Engineer of Record and the lead/project engineer, and a copy of all other professional and business licenses required for other project staff and Respondent. The Engineer of Record and lead/project engineer may be either two separate

- 9 -individuals or the same person. Failure to provide copies of such licenses may result in Respondent being deemed non-responsible.

(b) Provide a description of Respondent, its Project Team, and their overall qualifications, capabilities, and past experience (include organizational chart).

(c) Identify Respondent’s other key personnel (project manager, engineering design manager, and on-site superintendent).

(1) Functions and availability of key personnel

(2) Experience applicable to the Project

(3) Contact information

(4) Resumes for all key personnel

(5) Description of prior roles and responsibilities in past design-build projects

(projects of a similar nature are preferred and will receive additional consideration)

(6) Project management approach for engineering and construction work

(d) Provide: (1) a description of all subconsultants and their overall qualifications and capabilities; (2) a copy of all current valid licenses held by each subconsultants as it relates to the Work, if applicable, and (3) a “Letter of Commitment” from a principal of each subconsultant stating that subconsultant is committed to be a part of Respondent’s Project Team.

(e) Provide evidence of personnel experience and capability to efficiently monitor and evaluate the water quality of treated water, including corroborating laboratory certifications.

(f) Describe understanding of requested services (design, construction, monitoring, testing, etc.).

(g) Provide the number of employees currently employed by Respondent and its subconsultants; and Respondent’s and its subconsultant’s average annual volume of work for the past three years.

(h) Provide recent, current, and projected workloads, demonstrating willingness/ability to meet time and budget requirements.

(i) Provide past contractual record, knowledge and related experience of Respondent and its subconsultants to perform the Work.

(j) Provide letter from bonding company confirming Respondent has the bonding capacity required for this project and will be issued a performance and payment bond in the contract amount. Respondent shall also enclose a letter from its Surety stating its name, address and telephone number or that of its authorized agent. The letter shall include Respondent’s maximum authorized bond amount, amount thereof now encumbered, bond company’s T rating and their A.M. Best Rating. Surety must have an A.M. Best Rating of at least “Excellent.” Respondent must list the bond company’s rating as it appears in the U.S. Department of Treasury Circular 570, Companies Holding Certificates of Authority as Reinsurance Companies. The total amount bonded shall not exceed Surety’s underwriting limitation as defined in Circular 570. Bond company must be licensed to write bonds in the state of Florida.

(k) Indicate if Respondent is a certified minority business as defined by the Florida Small and Minority Business Act of 1985 (if yes, provide certification).

(l) Complete all administrative District provided forms below:

(1) Proposed Subconsultants Form;

(2) Certificate as to Corporation and copy of the Certificate to do business in Florida;

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(3) Affidavit as to Non-Collusion and Certification of Materials Conformance with Specifications;

(4) Qualifications Form — General; and

(5) Drug-Free Workplace Form (not required unless there is a tie proposal).

Tab 2 — Technical qualifications and experience of Respondent to conduct work as presented in the Statement of Work — emphasis on projects successfully completed within the last five years

(a) Include information on the availability and adequacy of personnel that Respondent plans to use on this project, including any special training (include resumes).

(b) Include information on Respondents experience during the past five years as it relates to the Statement of Work (SOW), and on design-build projects.

Tab 3 — Relevant experience and past performance for engineering/design services and construction of a similar project (Complete all District-provided forms below)

(a) Qualifications Form — Similar Project: Engineering/Design Services

(b) Qualifications Form — Similar Project: Construction of Media-Based Treatment System

(c) Qualifications Form — Client References

Tab 4 — Location of Respondent

Include location of Respondent’s Management office or Project Manager relative to the District’s Palatka Headquarters or a District Service Center (Jacksonville, Apopka, or Palm Bay).

Tab 5 — Volume and Quality of work previously awarded to Respondent

Submit documentation as to the volume of work (in dollars) awarded by the District to Respondent in the past five years, including contracts, work orders, and purchase orders.

8. STEP TWO: TECHNICAL AND PRICE PROPOSALS (advancing firms only)

PREPARATION AND ORGANIZATION OF THE TECHNICAL AND PRICE PROPOSALS

Technical Proposal Content (prepared by Respondent)

(a) Demonstrate how the Project will be implemented pursuant to the contract.

(b) Provide conceptual design of treatment system, including names of manufacturers and suppliers for the media and related equipment.

(c) Provide conceptual water quality monitoring plan.

(d) Demonstrate knowledge of the Project objectives/goals and existing field conditions.

(e) Identify potential design and construction/build issues.

(f) Present a comprehensive plan for completion in accordance with the Statement of Work.

(g) Demonstrate efficient use of resources, design and construction methodologies, and techniques for completing the project within the allotted time (provide project schedule and denote the critical path and any long lead time items). Suggested activities are as follows:

(1) Award Date

(2) Design Surveys and Field Assessment of Conditions

(3) Design Durations

(4) Design Submittals (at 30%, 60%, and 100% final levels of completion)

(5) Design Reviews by the District

(6) Building Permit Processing

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(7) Start of Construction

(8) Treatment System Construction

(9) Final Completion Date

(10) Monitoring and Testing; and

(11) Evaluation, Demobilization, and Final Report

(h) Include the completed Proposed Technology Form, including evidence of efficacy specific to the conditions of the Project site.

(i) List access to required equipment.

(1) Provide a list of Respondent-owned equipment Respondent plans to use to perform the Work, if any, including manufacturer, model, and year of manufacture

(2) Provide a list of equipment Respondent plans to lease/rent to perform the Work

Price Proposal Content (prepared by Respondent and seal in a separate envelope)

(a) The Price Proposal shall be based upon and include any and all costs or expenses to be incurred by the Respondent in completing all aspects of the Design-Build Project, including but not limited to design, plans approval, permitting, construction, operation, monitoring, testing, certification, close-out and demobilization. The Price Proposal, in addition to all direct costs and expenses, shall include all other costs and expenses including but not limited to such costs as the Respondent’s general, administrative, and overhead costs; project management and supervisory costs; all fees, charges and taxes; labor, direct and indirect payroll costs; insurance and bond costs; cost of equipment, material, tools and transportation; and operating margin (profit).

(b) Price Proposals are submitted to assist the District in determining the Successful Respondent and establishing the maximum potential value of the Agreement to be awarded by the District. The District, at its sole discretion, may conduct further negotiations to determine the final value of the Agreement to be awarded.

(c) District provided forms:

(1) Price Proposal Acknowledgement Form

(2) Price Proposal — Cost Schedule

(3) Provide a guaranty in the form of a proposal bond for five percent of the “Total Proposed Cost” cost as provided in “TECHNICAL AND PRICE PROPOSAL GUARANTY.” Respondent must use the District’s Proposal Bond form.

(4) Attorneys-in-fact who sign performance and payment bonds must file with such bonds a certified copy of their power of attorney to sign such bonds. All bonds must be countersigned by a Florida resident agent of the surety, with proof of agency attached.

9. INQUIRIES AND ADDENDA

District staff are not authorized to orally interpret the meaning of the specifications or other Agreement documents, or correct any apparent ambiguity, inconsistency, or error therein. In order to be binding upon the District, the interpretation or correction must be given by the Contracts Manager and must be in writing. The Contract Manager may orally explain the District’s procedures and assist Respondents in referring to any applicable provision in the RFQ-DB documents, but the Respondent is ultimately responsible for submitting the Qualifications Submittal, Technical Proposal, and Price Proposal in the appropriate form and in accordance with written procedures.

Every request for a written interpretation or correction must be received at least nine days prior to the opening of Qualifications Submittal, Technical Proposal, or Price Proposal, respectively, to be considered. Requests should be submitted by email at kmatott@sjrwmd.com. Interpretations, corrections, and supplemental instructions will be communicated by written addenda to this solicitation posted by

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DemandStar, Vendor Registry, and Central Bidding to all prospective Respondents (at the respective addresses furnished for such purposes) no later than five days before the opening of Qualifications Submittal, Technical Proposal, or Price Proposal, as appropriate.

Submission of Qualifications Submittal, Technical Proposal, and/or Price Proposal constitutes acknowledgment of receipt of all addenda and construed as though all addenda have been received.

Failure of the Respondent to receive any addenda does not relieve Respondent from any and all obligations under the Qualifications Submittal, Technical Proposal, and/or Price Proposal as submitted.

All addenda become part of the Agreement.

10. PROJECT ESTIMATE

The total Project estimate for RFQ-DB is $1,500,000. This amount is an estimate only and does not limit the District in awarding the Agreement. Respondents are cautioned to not make any assumptions from the estimate about the total funds available for the Work. The District retains the right to adjust the estimate in awarding the Agreement. The District also reserves the right to reject all Technical and Price Proposals that are over the Project estimate. In addition, the District reserves the right to increase, decrease, or delete any class, item, or part of the Work to reduce costs for any reason.

11. MINIMUM QUALIFICATIONS

Respondent must use and complete the “Qualification” forms (General, Similar Projects, and Client References) provided in these documents toward documenting its minimum qualifications. If Respondent fails to include these forms and the documentation requested below under Step One of the RFQ-DB process, Respondent’s Qualifications Submittal may be considered non-responsive.

Special note: One project may satisfy both similar project requirements for Engineering/Design Services and Construction below; however, both Similar Project forms must be completed in their entirety.

(a) Similar Project — Engineering/Design Services: Respondent (or a combination of the firm, individual, named subconsultant(s), or project manager assigned to the work) must have successfully completed the design of at least one project of a similar nature. This project must have been completed within the five years prior to the date for receipt of Qualifications Submittals. A similar project shall be defined as “a project that uses media-based technology to treat influent at a rate of at least one gallon per minute.”

(1) For the qualifying similar project, Respondent must provide all the information requested.

Respondent is cautioned to ensure that the contact information (names, email addresses, and phone numbers) is correct, and that the proposed contact is amenable to speak with District representatives and/or respond to a written inquiry. The District will contact the individuals named to verify the similar project information as it relates to this RFQ-DB. If the information provided by Respondent is not of a similar nature, cannot be verified by the District, or the proposed contact person fails to respond to the District’s inquiry or otherwise fails to provide evidence of Respondent’s successful completion of the project, Respondent’s Qualifications Submittal may be considered non-responsive. (Complete the District-provided form)

(b) Similar Project — Construction of Media-Based Treatment System: Respondent (or a combination of the firm, individual, named subconsultant(s), or project manager assigned to the work) must have successfully completed the construction at least one project of a similar nature. This project must have been completed within the five years prior to the date for receipt of Qualifications submittals. A similar project shall be defined as “a project that uses media-based technology to treat influent at a rate of at least one gallon per minute.”

(1) For the qualifying similar project, Respondent must provide all the information requested.

Respondent is cautioned to ensure that the contact information (names, email addresses, and

- 13 -phone numbers) is correct, and that the proposed contact is amenable to speak with District representatives and/or respond to a written inquiry. The District will contact the individuals named to verify the similar project information as it relates to this RFQ-DB. If the information provided by Respondent is not of a similar nature, cannot be verified by the District, or the proposed contact person fails to respond to the District’s inquiry or otherwise fails to provide evidence of Respondent’s successful completion of the project, Respondent’s Qualifications Submittal may be considered non-responsive. (Complete the District-provided form)

(c) For Similar Project (b) identified above, Respondent must provide evidence of the successful treatment of water, documented by the results of a benchtop experiment or published results of technology efficacy. (Respondent-provided documentation)

(d) Respondent (or a combination of the firm, individual, named subconsultant(s), or Project Manager assigned to the Work) must be able to provide evidence of capability to efficiently monitor and evaluate the water quality of treated water, documented by personnel experience and laboratory certifications. (Respondent-provided documentation to substantiate experience)

(e) Respondent’s engineering staff, especially key engineering personnel, must have an active professional engineering license in the state of Florida. A copy of the professional engineering license(s) and other appropriate licenses must be included with the Qualifications Submittal.

(Respondent-provided documentation to substantiate experience)

(f) Licenses: The qualifying licensed professional(s) employed by Respondent for the engineering work (Engineer of Record) and construction work (General Contractor) must have at least five years of professional registration prior to the date set for receipt of Qualifications Submittals. (Respondent-provided documentation – license) and (Respondent-provided documentation to substantiate experience)

(g) Client References: Respondent must provide three client references who can verify Respondent’s qualifications and performance record. Respondent must have completed a project for the client reference within the past ten years. Up to two of the client references may be from the similar projects listed in response to subparagraph (a), above. For each client reference cited, Respondent is responsible to provide all the information requested. Respondent is cautioned to ensure that the contact information (names, email addresses, and phone numbers) is correct, and that the proposed contact is amenable to speak with District representatives and/or respond to a written inquiry. The District will contact the references to verify the information as it relates to this solicitation. If the information provided by Respondent cannot be verified by the District, or the proposed contact person fails to respond to the District’s inquiry or otherwise fails to provide evidence of Respondent’s successful completion of the project, Respondent’s Qualifications Submittal may be considered non-responsive. (Complete the District-provided forms)

Irrespective of the minimum qualifications stated above, the District may make such investigations as it deems necessary to determine the ability of the Respondent to perform the Work. The District reserves the right to reject any Qualifications Submittal, Technical Proposal or Price Proposal, if the evidence submitted by such Respondent and/or the District’s independent investigation of such Respondent fails to satisfy the District that such Respondent is properly qualified to carry out the obligations of the Agreement and complete the Work in a manner acceptable to the District within the time period specified.

12. TECHNICAL AND PRICE PROPOSAL GUARANTY

Each Price Proposal must be accompanied by a guaranty in the form of a proposal bond for five percent of the “Total Proposal Cost” indicated on the Proposal. Respondent must use the District’s Proposal Bond form. The Proposal Bond must be written through a licensed Florida agency with a company licensed to do business in the state of Florida and meeting the requirements of the Agreement. The

- 14 -guarantee must provide that the Price Proposal amount will remain in effect for 180 days after the designated date and hour of the Price Proposal opening. The Respondent with the top-ranked Price Proposal agrees to enter competitive negotiations with the District, and if negotiations are successful, enter into an Agreement; and provide the required Performance and Payment Bond and certificates of insurance.

If a Respondent withdraws its Technical and/or Price Proposal after the Price Proposals are opened or declines to enter competitive negotiations with the District, Respondent may be liable to the District for the full amount of the proposal guaranty as representing the District’s damages on account of Respondent’s default.

Attorneys-in-fact who sign Proposal Bonds and Performance and Payment Bonds must file with such bonds a certified copy of their power of attorney to sign such bonds. All bonds must be countersigned by a Florida resident agent of the surety, with proof of agency attached.

13. SIGNATURE AND CERTIFICATION REQUIREMENTS

An individual submitting a Qualifications Submittal, Technical Proposal, or Price Proposal must sign his/her name therein and state his/her address and the name and address of every other person interested in the submission as principal. If a firm or partnership provides the submission, state the name and address of each member of the firm or partnership. If a corporation provides the submission, an authorized officer or agent must sign the submission subscribing the name of the corporation with his or her own name and affixing the corporate seal. Such officer or agent must also provide the name of the state under which the corporation is chartered, and the names and business addresses of the President, Secretary, and Treasurer. Corporations chartered in states other than Florida must submit evidence of registration with the Florida Secretary of State for doing business in the state of Florida. Respondent must certify that all persons or entities having an interest as principal in the submission or in substantial performance of the Work have been identified.

14. DISQUALIFICATION OF RESPONDENTS

Any of the following causes will be considered as sufficient grounds for disqualification of a Respondent and rejection of the Qualifications Submittal, Technical Proposal, or Price Proposal:

(a) Contacting a District employee or officer other than the procurement employee named in this solicitation about any aspect of this solicitation before the notice of intended decision is posted.

(b) Submission of more than one Qualifications Submittal, Technical Proposal, or Price Proposal for the same subject matter by an individual, firm, partnership, or corporation under the same or different names.

(c) Evidence of collusion among Respondents.

(d) Submission of materially false information with the Qualifications Submittal, Technical Proposal, or Price Proposal.

(e) Information gained through checking of references or other sources which indicates that Respondent may not successfully perform the Work.

(f) Incomplete contractual commitment(s) to other persons or entities, which, in the sole judgment of the District, may hinder or prevent the prompt completion of the Work if awarded to Respondent.

(g) Respondent has failed or is failing to adequately perform on any contract with the District (regardless of whether or not such performance failure has been cured), including without limitation: (1) a material breach thereof; (2) a failure to complete work in a timely manner or within the contract price when such failure is attributable to the actions or inactions of Respondent or Respondent’s subconsultants or suppliers, which may or may not result in the District issuing a cure notice;

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(3) substandard quality of work, which may or may not result in a violation of a law, regulation, or building code; (4) any failure to cooperate with the District during performance of the contract; or

(5) evidence of financial instability or irresponsibility, as may be indicated through notice of non-payment of claims or liens filed against Respondent’s bond or the District by Respondent’s subconsultants or suppliers.

(h) Respondent has defaulted on a previous contract with the District or other public entity, which may be evidenced by a successful claim on Respondent’s performance or payment bond due to the default.

(i) The evidence submitted by Respondent, or the District’s investigation of Respondent, fails to satisfy the District that Respondent is properly qualified to carry out the obligations of the Agreement in a manner acceptable to the District and within the time period specified.

(j) Any other cause that is sufficient to raise doubt regarding the ability of a Respondent to perform the Work in a manner that meets the District’s objectives for the Work.

15. REJECTION OF QUALIFICATIONS SUBMITTAL OR PROPOSAL

Qualifications…