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 appendix document provides consultant position titles, qualification requirements, and a comprehensive bid document checklist for the City of Sarasota's St. Armands Key and Lido Key Assessment District Overhead Utility Undergrounding Program. The document establishes a standardized position classification system encompassing fifty positions across architectural, engineering, design, inspection, survey, and administrative disciplines, each with specific education and experience requirements. The bid document checklist outlines ten mandatory requirements for proposal preparation, including detailed scope of work with contractor qualifications, liquidated damages provisions scaled by estimated project cost ranging from $960 to $9,198 plus daily charges for projects exceeding $20 million, completion timeline specifications, contract length and renewal terms, insurance requirements beyond standard coverage, bond requirements, permit costs and calculations, technical specifications with table of contents and page numbering in document headers, review of city standard terms and conditions, and post-bid documentation including bid tabulation and pre-construction meeting requirements.
The liquidated damages chart serves as the primary pricing guidance, with daily charges increasing progressively based on estimated project costs, providing flexibility for the city to adjust damages based on project criticality. The contract term is established at one initial year with two one-year renewal options for a maximum three-year duration. Insurance requirements mandate worker's compensation, commercial general liability with One Million Dollars per occurrence limits, automobile liability, and professional liability insurance of at least One Million Dollars. All technical specifications must be submitted in electronic format, including both Word and PDF files with file names limited to eleven characters without special characters. The checklist requires consultants to demonstrate compliance with Florida State Statutes and obtain approval from the Purchasing Manager for all contract terms, renewal conditions, and any insurance or bond requirements beyond standard provisions.
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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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