Appendices_for_Consultants.pdf
PDF 1 MB Posted
- Attached to
- St. Armands Key and Lido Key Assessment District Overhead Utility Undergrounding Program (CCNA)
- Solicitation number
- 26-15JS
- Issued by
- Sarasota County, Siesta Key CDP, Florida
About this file
This document is an appendices guide and consultant checklist for the City of Sarasota's St. Armands Key and Lido Key Assessment District Overhead Utility Undergrounding Program, which seeks multidisciplinary consultant teams to remove overhead electric and communications facilities and install underground infrastructure with dark-sky and sea-turtle-protection-compliant street lighting. Appendix A provides a comprehensive list of 50 positions with required qualifications and hourly rate designations for consultant staff, including architects, engineers, project managers, inspectors, surveyors, and support personnel, ranging from entry-level technicians to senior-level professionals with specific years of experience and licensing requirements. The consultant checklist establishes mandatory bid document requirements including detailed scopes of work, liquidated damages calculations, completion timelines, contract length and renewal terms, insurance and bond requirements, permit costs, and technical specifications with standardized formatting protocols.
The liquidated damages structure is tiered based on estimated project cost, ranging from $960 per calendar day for projects under $50,000 to $9,198 plus 0.00005 per day for projects exceeding $20,000,000. Contract renewals for commodities or contractual services may not exceed three years or the original contract term, whichever is longer, and must maintain identical terms unless escalation clauses are included. The bid document requirements mandate electronic submission in Word and PDF formats with specific file naming conventions, inclusion of technical specifications with table of contents and page numbering in headers, plans and drawings, approved alternate provisions with deadlines, and detailed contractor qualifications. Post-bid requirements include comprehensive bid tabulation analysis, written justification for award recommendations, and attendance at pre-construction meetings with documented agendas and minutes.
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Appendix A
Titles and Position
A-E Titles and Position Descriptions
Titles Position Descriptions Hourly Rate 1 Architect Registered w/ 1+ years post registration experience. #REF!
2 Architect Intern Non-licensed with 4 year degree in Architecture. #REF!
3 Project Architect Registered w/ 5+ years of post registration experience. #REF!
4 Senior Architect Registered w/ 10+ years of post-registration experience. #REF!
5 Chief Engineer 1 PE w/ 15+ years of post registration experience.
6 Chief Engineer 2 PE w/ 25+ years of post registration experience. #REF!
7 Community Outreach Specialist H.S. graduate or equivalent, and 3-10 years of public information experience.
8 Community Outreach Specialist -
Junior H.S. graduate or equivalent, with up to 3 years of public information experience.
9 Community Outreach Specialist - Senior
H.S. graduate or equivalent, and 10+ years of public information experience.
10 Engineer 1 PE w/ 0 years of post registration experience. #REF!
11 Engineer 2 PE w/ 5+ years of post registration experience.
12 Engineering Intern Entry level w/ engineering degree; EI License required. #REF!
13 Engineering Technician Entry level, with 0-4 years of experience. #REF!
14 Geotech Engineer P.E. with 4 yrs exp. as Geotechnical Engineer. #REF!
15 Geotechnical Technician CTQP only. #REF!
16 Project Manager 1 PE w/ 5+ years of post registration experience.
17 Senior Engineer 1 PE w/ 10+ years of post registration experience. #REF!
18 Senior Engineer 2 PE w/ 20+ years of post registration experience.
19 CADD/Computer Technician Design and Drafting Associates degree with 1+ year of experience. #REF!
20 CEI Assist Contract Support Spec HS diploma or equiv. plus 2 years of secretarial and/or clerical exp. and experience with word processing and data management software.
21 CEI Contract Support Specialist HS diploma or equiv. plus 4 years of CEI exp. or a Engineering, Engineering
Technology, or Construction Management degree.
22 CEI Assist Proj Admin/Project
Engineer CEI Assist Project Engineer - P.E. with 1 yr of engineering exp. in relevant transportation projects.
CEI Assist Proj Administrator – Engineering, Engineering Technology, or Construction Management degreed with 1 yr engineering exp. in relevant transportation projects, or for personnel without Engineering, Engineering Technology, or Construction Management degrees, HS diploma or equiv. and 6 years of responsible and related engineering exp.
#REF!
23 CEI Project Admin/CEI Project Engineer
CEI Project Engineer - P.E. with 2 years of engineering experience in relevant transportation projects.
CEI Project Administrator - Engineering, Engineering Technology, or Construction Management degreed requires 2 years of engineering experience in relevant transportation projects or for personnel without Engineering, Engineering Technology or Construction Management degrees, HS diploma or equiv. and 8 yrs of CEI or roadway or bridge construction exp.
24 CEI Senior Project Engineer P.E. w/ 6 years of engineering experience.
25 CEI Inspector's Aide HS diploma or equivalent.
26 CEI Scheduler HS diploma or equivalent plus 4 yrs experience of schedule development and review for road and bridge construction using Primavera.
27 Designer 10+ years of design experience, non-registered (design related to engineering).
28 Electrical Engineer EE degree w/ 2+ years of post-graduate experience.
29 Environmental Specialist B.S. degree in physical or natural sciences or engineering w/ 2+ year's exp.
30 GIS Specialist Degree in related field; or combination of education and experience.
31 Inspector H.S. graduate or equivalent +2 years experience in inspection.
32 Landscape Architect Registered.
33 Landscape Designer/Landscape
Planner Non-registered with 3+ years of experience.
34 Planner Degree in planning or equivalent w/ 1+ years of experience.
35 Program Controls Analyst Responsible for monitoring program budget and cost; 1-3 years of fi i l i fi i l d36 Secretary/Clerical Entry level w/ HS degree or equivalent.
37 Senior Designer 15+ years of design experience, non-registered (design related to engineering).
38 Senior Electrical Engineer EE degree w/ 10+ years of post-graduate experience.
Do N ot Provide
Rates W ith Subm ission
A-E Titles and Position Descriptions
Titles Position Descriptions Hourly Rate 39 Senior Inspector HS degree + 4 years of experience.
40 Senior Planner Degree in planning or equivalent w/ 10+ years of experience.
41 Field Crew Supervisor 1 MOT Certification with 1+ years supervisory experience.
42 Field Crew Supervisor 2 PSM and MOT Certification, with 1+ years supervisory experience.
43 Instrument Operator HS Graduate or Equivalent with minimum 2+ years of instrument operator survey experience.
44 Rod Person HS Graduate or Equivalent with no minimum years experience in Survey.
45 Survey Technician 1 HS Graduate or Equivalent with entry level experience in Utility or Survey.
46 Survey Technician 2 HS Graduate or Equivalent with 2+ years SUE experience.
47 Survey Technician 3 HS Graduate or Equivalent with 4+ years SUE experience.
48 Survey Crew Chief HS Graduate or Equivalent with minimum 2+ years survey crew chief experience.
49 Surveyor PSM with 1+ year transportation experience.
50 Technician Aid Entry level Design and Drafting.
Proposed Title Proposed Description
Appendix B
Consultant Checklist
CONSULTANT CHECKLIST - BID DOCUMENT REQUIREMENTS LIST
1. Detailed Scope of Work
a. This should be a description of the project and what you are trying to accomplish.
b. Include contractor/vendor qualification.
c. You may use any numbering sequence, but you must use a sequence.
i. Numbering of paragraphs allows the bidder to refer to the section by section number, paragraph etc…
2. Liquidated Damages
a. Include the following clause:
i. The Contractor shall pay to the City the sum of written amount in Dollars ($NNN.NN) per calendar day liquidated damages for each and every day’s delay over and above the number of calendar days prescribed for completing the work.
b. Determine the liquidated damages by using the chart below:
i. The chart below is based on Federal Standard and Florida Department of Transportation.
ii. The chart is only a recommendation. The more critical the project the more severe the liquidated damages should be.
Estimated Project Cost Over
Estimated Project Cost But Less than
Daily Charge Per Calendar Day
$0.00 $50,000.00 $960.00 $50,000.00 $250,000.00 $965.00 $250,000.00 $500,000.00 $1245.00 $500,000.00 $2,500,000.00 $1665.00 $2,500,000.00 $5,000,000.00 $2715.00 $5,000,000.00 $10,000,000.00 $3450.00 $10,000,000.00 $15,000,000.00 $4870.00 $15,000,000.00 $20,000,000.00 $5820.00 $20,000,000.00 over $9198.00 plus .00005
3. Completion Days
a. Include the number of calendar days for delivery or completion of the project or product.
i. Include start day.
1. From Notice to Proceed or
2. Issuing of purchase order
b. This needs to include any mobilization or parts lead time.
i. Possible breakdown of days
ii. If the lead time for equipment and materials cannot be determined then the following information should be added:
“The number of days to complete this project will be (number of days here) days for substantial completion. Final completion will be (number of days here) days for a total project time of (number of days here). Additional lead time may be added for equipment and materials as approved by the City. The contractor/vendor will be required to provide documentation from the supplier of the lead time requirements.”
4. Length of Contract and renewal (May not apply if using section 3)
a. Under Florida State Statute
i. Renewal of contracts for commodities or contractual service may be renewed for a period not to exceed 3 years or the term of the original contract, whichever is longer (Example, two (2) initial years with two (2) one (1) year renewals.
ii. Renewal must be for the same terms and conditions as the initial contract unless escalation clauses are included. In which case an amendment must be approved.
b. All terms as for length of contract and number of renewals must be approved by the Purchasing Manager or designee.
5. Additions Insurance Requirements
a. List any additional insurance requirements that are not contained in the City’s terms and conditions.
b. The City requires at a minimum:
i. General Liability
ii. Auto
iii. Workers Compensation
c. Make sure you include any specific insurance, such as Builder’s Risk, Hazardous Liability, Liquor Liability and so on.
6. Bond Requirements
a. Some bids (usually construction) require bid, performance, or payment bonds.
b. Please note in the Scope of Work if any other bonds beyond the normal requirement may be needs.
7. Related Permits and Cost
a. Must include any pricing for all permits under State Statute or regulatory agencies as applies (i.e.
FAA, FDOT, etc…).
b. If permit is based on the construction cost percentage then inform the buyer.
c. Provide a chart or calculation formula for calculating the permit cost.
8. Technical Specifications
a. This needs to include a table of contents
b. Include page numbers as related to the title of the section (08330-1, 08330-2, etc.). This needs to be in the document header.
c. Do not include other footers. Such as project name or the directory where it can be found. The
Purchasing Division uses the footer for information about the bid.
d. Include plans. All drawings.
e. Be careful in using brand names.
i. Clarify that brand names are used for specifications only.
ii. Give details of the specification for name brands. Don’t just list the name brand.
iii. Provide provisions for approved alternates.
1. Include deadline for approved alternates. (example, 15 days before opening etc..)
f. Everything should be provided in an electronic format.
i. Include Word file and PDF file.
1. File names must be no more than 11 characters and cannot include special characters other than dashes.
ii. If specifications and plans are in multiple files you will need to provide a combined form that has all documents in the proper format and ordering. This should be in a PDF document with the exception of the bid form which may be in Excel.
9. Review City’s Standard Terms and Conditions
a. Note any conflict with the City’s Standard Terms and Conditions.
b. Note precedents in section 2 of the Terms and Conditions.
10. Post Bid Requirements
a. Provide a bid tabulation of ALL contactors/vendors that submitted bid
i. Analyze unit pricing for irregularities
b. Provide letter of recommendation for awarded vendor or justification why lowest bid should not be accept and why the next bid should be accepted.
c. Attend pre-construction meeting. This item may be provided by the Project Manager.
(Coordinate with Project Manager and Purchasing)
i. Provide agenda
ii. Provide follow up brief of pre-construction minutes
BID DOCUMENT REQUIREMENT SUMMARY (completed by Technical Specification Preparer)
1. Scope of Work Summary Brief summary
Reference page, section where noted in specs
2. Liquidated Damages $ Per Calendar Day Substantial Completion Days Calendar days
3. Final Completion Days Calendar days
4. Length of Contract and renewal
(May not apply if using section 3)
Initial term
Renewal terms
5. Additions Insurance Requirements Yes / No
6. Bond Requirements
7. Related Permits and Cost Check list of notable items
8. Technical Specifications ______ table of contents
Contractor/Vendor qualification (if applicable) page numbers formatted in header.
Footer blank Plans and Drawings included Brand Names include minimum specifications and “approved alternate” verbiage
Approved Alternate provision Provided electronic format
Word and PDF (all files combined) bid form which may be in Excel No special characters in titles
9. Review City’s Standard Terms and Conditions Note any conflict with the City’s Standard Terms and
Conditions.
List where items are located in documents
10. Engineer/Architect’s estimated project cost
Miscellaneous Notes:
| Blank Page |
| Blank Page |
| A-E Position List with descriptions12-29-25.pdf |
| 1-RFP Form |
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