As-Needed_On-Call_Utility_Engineering_Services.pdf

MVA-2025-27

AS-NEEDED ON-CALL UTILITY ENGINEERING

SERVICES

Town of Mooresville, NC

413 North Main Street

Mooresville, NC 28115

RELEASE DATE: May 28, 2025

RESPONSE DEADLINE: June 27, 2025, 2:00 pm

Town of Mooresville, NC

As-Needed On-Call Utility Engineering Services

I. Introduction

II. Minimum Qualifications

III. Scope of Services

IV. Submittal Requirements

V. Evaluation Criteria

VI. Schedule

VII. Pre-Qualified Firms

VIII. General Terms and Conditions

Attachments:

A - MASTER AGREEMENT FOR ON-CALL ENGINEERING SERVICES Final

#MVA-2025-27

Title: As-Needed On-Call Utility Engineering Services

1. Introduction

1.1. Summary

The Town of Mooresville (the Town) is requesting a Statement of Qualifications (SOQ) from professional consulting firms to provide On-Call Utility Engineering Services on an as-needed basis for current and upcoming Town projects. Projects vary in complexity and scope (see Section III, Scope of Services).

The Town is seeking to pre-qualify firms whose combination of experience and personnel will provide timely, cost-effective, and high-quality professional engineering services. Pre-qualified firms will then be eligible to enter into project-specific agreements for services to be provided on an as-needed basis as determined by the Town.

The Town may select up to five (5) qualified firms to provide on-call utility engineering services. Any contract that is awarded shall be for an initial period of up to five (5) years commencing with a Notice of

Award. Utilization of any selected firm is at the discretion of the Town, and individual project assignments will be determined and provided by way of task order at the sole discretion of the Town on an as-needed basis. The initial amount of each task order shall not exceed a total of $200,000. In the event that completion of a specific work task will exceed $200,000, the total amount of the contract may be increased by mutual written agreement of the parties. Work under a contract shall be assigned on an as-needed basis to be determined by the Town in its sole and absolute discretion. Selected firms will submit pricing proposals for specific projects when contacted.

SOQs will be reviewed by an evaluation team and ranked based on criteria identified herein. Firms may be selected for interviews at the discretion of the Town. A short list of firms may be made based on a review of qualifications. The Town reserves the right to drop selected firms from the program for any reason including but not limited to work performance below the Town’s expectations, routine refusal to provide services, or loss of significant internal expertise relative to that shown on the initial SOQ.

The solicitation and selection of these services shall be conducted in accordance with all applicable State guidelines and requirements and the Town’s terms and standards.

1.2. Background

Mooresville, North Carolina, is a vibrant community that has experienced significant growth over the past decade. With a population of approximately 55,000 residents, Mooresville is located in the Central

Piedmont region of North Carolina, within the Charlotte metropolitan area, and is part of Iredell County.

Known for its strategic location along the I-77 corridor, Mooresville offers residents and businesses easy access to the larger Charlotte market while thriving as a community of choice in the region. The Town operates under a Council-Manager form of government, with a seven-member Board of Commissioners, including the Mayor, overseeing the town's governance. The Board appoints a Town Manager, who leads the daily operations of the Town with the support of three Assistant Town Managers. As one of the twenty most populous municipalities in North Carolina, Mooresville continues to grow and evolve, making it a dynamic place to live, work, and visit.

1.3. Contact Information

Project Contact:

Jessie Colton Purchasing Manager 413 N Main St Mooresville, NC 28115 Email: jcolton@mooresvillenc.gov Phone: (704) 662-3184

Procurement Contact:

Jessie Colton Purchasing Manager 413 N Main St Mooresville, NC 28115 Email: jcolton@mooresvillenc.gov Phone: (704) 662-3184

Department:

Utilities

Department Head:

Allison Kraft Water Resources Director

1.4. Timeline

Release Project Date May 28, 2025

Proposal Submission Deadline June 27, 2025, 2:00pm mailto:jcolton@mooresvillenc.gov tel:(704)662-3184 mailto:jcolton@mooresvillenc.gov tel:(704)662-3184

2. Minimum Qualifications

2.1. Minimum Qualifications

Any firm wishing to be considered must be properly registered with the Office of the Secretary of State and with the North Carolina Board of Examiners for Professional Engineers and Land Surveyors. The firm will be responsible for providing engineers and technicians with the appropriate skills and qualifications to ensure contract compliance. The engineers performing the work and in responsible charge of the work must be registered Professional Engineers in the State of North Carolina and must have a good ethical and professional standing. Any firm proposing to use corporate subsidiaries or subcontractors must include a statement that these companies are properly registered in the state of North

Carolina, and it is the responsibility of the firm to verify the registration of any corporate subsidiary or subcontractor prior to submitting a project-specific proposal. It is the responsibility of each firm to adhere to all laws of the State of North Carolina.

Interested firm(s) must show that they have relevant experience and have satisfactorily completed similar work in the past. No proposal will be deemed responsive from any firm that is engaged in any work which would impair its ability to perform or finance this work, or from any firm with outstanding claims pending for previous work of a similar nature. No proposal will be deemed responsive from any firm that is in arrears to the Town upon any debt or contract, or that is in default, as surety or otherwise, upon any obligation to the Town, or is deemed to be irresponsible or unreliable by the Town.

The firm(s) must have the financial ability to undertake the work and assume the liability. The selected firm(s) will be required to furnish proof of Professional Liability Insurance coverage in the minimum amount of $1,000,000. Additionally, the successful firm will be required to provide proof of

Comprehensive General Liability Insurance providing minimum coverage in the amount of $1,000,000 per occurrence, $2,000,000 aggregate, which shall name the Town as additional insured; and Worker’s

Compensation Insurance in the amount required by the State of North Carolina General Statutes. The selected firm may be required to submit such financial information as reasonably requested by the Town to demonstrate the financial ability to perform the work. The firm must have an adequate accounting system to identify costs chargeable to the project.

The Town is committed to providing opportunity for small and disadvantaged businesses to perform on its contract. The Town welcomes and encourages Small Professional Service Firms (SPSF) and

Historically Underutilized Businesses (HUB) to participate in this RFQ. The selected firm(s) and subconsultants shall not discriminate on the basis of race, religion, color, national origin, age, disability, or sex in the performance of any contract entered into under this pre-qualification process.

3. Scope of Services

3.1. Scope of Services

An agreement for services will be made with selected firms on a project-by-project basis. In general, the selected firms will have experience providing services in conjunction with water distribution systems and wastewater collection systems including gravity and pressure piping and pump stations. A non-exhaustive list of representative projects are as follows:

• Hydraulic analysis to determine future capacity limitations and subsequent recommendations for expansion of existing utility systems

• Condition assessment and design of rehabilitation projects for gravity sewers or pump stations

• Neighborhood waterline replacement projects

Services may include:

• Provision of surveying, engineering, planning and consulting services, including the preparation of various studies and assessments.

• Preparation design plans and specifications.

• Preparation of cost estimates, both preliminary for budget purposes and construction cost estimates.

• Preparation of survey exhibits or plats for use in easement acquisition (easement acquisition itself is not included in this request for qualifications)

• Preparation and submission of appropriate regulatory permits.

• Provision of bidding and construction administration/inspection services.

This Request for Qualifications (RFQ) does not extend to treatment or storage projects, or projects that require Environmental Assessments. The Town reserves the right to issue specific Requests for Proposals separately for any project at its discretion.

In addition to providing these services, the selected firms must be able to meet the requirements listed below:

• Provide all necessary equipment and support personnel to adequately provide high-quality services.

• Submit all technical memoranda, reports, and certifications in electronic form to the Town in .pdf or

.doc format. All AutoCAD drawings shall be in .dwg format.

• Work to be performed will be authorized by task orders issued by the Town specific to the applicable project, and shall be invoiced accordingly, such that it can be tied to a specific Town project. The contract will not guarantee the amount of work, if any, available under the contract.

4. Submittal Requirements

Firms interested in performing the work as described are asked to submit an SOQ package in .pdf format no later than June 27, 2025. through the Town’s OpenGov Procurement Portal at:

https://procurement.opengov.com/portal/mooresvillenc. In the event of technical issues uploading to

OpenGov, please email a screenshot of the issue along with a .pdf attachment of the SOQ package to

Jessie Colton, Purchasing Manager at jcolton@mooresvillenc.gov with the Subject Line “On-Call Utility

Engineering Services – SOQ” prior to the deadline. It is the prospective bidder’s sole responsibility to ensure successful submission prior to the deadline. Late submissions will not be accepted. All submitted materials will become the property of the Town of Mooresville and will not be returned.

All SOQ packages are limited to fifteen (15) pages inclusive of the cover sheet and shall be typed on 8 ½” x 11” sheets, single-sided. The package shall consist of a single bound/combined document including a cover letter (included in the page count) and the two tabbed sections described below. Due to demands on the time of Town Staff, submissions longer than fifteen (15) pages will be removed from consideration.

Sub-tabs or dividers are acceptable within the required tabs and do not count toward the page limit. The cover letter must identify a contact person for questions during the RFQ selection process and provide contact information including telephone number, email, and postal address. The following elements shall be included in the package:

1. Cover Letter

The cover letter shall be addressed to the Town of Mooresville, Water Resources Director, Attn: Allison

Kraft, PE, Water Resources Manager, and shall contain the following information:

• Expression of firm’s interest in the work.

• Project understanding and unique approach to the work.

• Statement regarding firm’s possible conflict of interest for the work.

• Statement indicating firm’s ability and willingness to negotiate in good faith a contract(s) for professional services with the Town.

• Company information including full legal name, Federal Employer Identification Number, primary office location, location of local office, years of experience, and a contact person.

2. Qualifications

This section shall contain information regarding the qualifications of the firm and project team.

• Provide project-specific references for your team. Include projects performed in the past ten (10) years by the firm for services similar to the scope of services listed in this RFQ, especially identifying work done for any North Carolina (NC) municipality.Do not include projects previously completed for the

Town of Mooresville. Provide a brief description of the project scope, as well as a description of the firm’s involvement in the project. List the date services were performed, specify which team members were involved and describe their role, and provide the name, address, and phone number of the client representative possessing knowledge of the firm’s work, and the total time involved in the project.

• Provide a list of current municipalities for whom your firm provides similar on-call services. Include the length of time such services have been provided, and the name, address and phone number of the client representative for the on-call contract.

3. Supporting Information

• Provide an organizational chart identifying members of all key team members including subconsultants who would likely be assigned to a project. The chart shall clearly define the roles and https://procurement.opengov.com/portal/mooresvillenc responsibilities of the various team members, including the Project Manager who will be authorized to make decisions for and act on behalf of the team.

• Indicate the number of professional staff available and qualified to perform services. Include detailed background information for each key member of the team including job classification, professional registration, roles and responsibilities, location, and role in past projects.

• Describe the professional services to be provided to meet the RFQ objectives and Scope of Services for the representative projects. This section shall include the firm’s understanding of their responsibility regarding contract administration, and timely project delivery. The work plan shall be outlined, and a typical schedule shall be provided. Any unique work approaches, additional scope items and/or deliverables, and exclusions shall be described in this section.

5. Evaluation Criteria

Qualifications Packages will be evaluated on the firm’s ability to meet the requirements of this RFQ. All firms who submit a responsive SOQ in accordance with the requirements will be considered through a

Qualified Base Selection (QBS) process. The work will be awarded to the best qualified firm(s) submitting a responsive proposal on the basis of demonstrated competence and qualification for the type of professional services to be rendered. The following criteria and their respective weights will be considered in the evaluation of prospective firms:

• 40% – Firm’s capabilities, experience, knowledge, familiarity, and past performance with similar projects and services that show the ability to meet the minimum qualifications listed and accomplish the services described in this RFQ.

• 40% – Representative project team members’ experience, knowledge, familiarity, and past performance with similar projects and services in their identified discipline and/or task. While specifically not requested in this RFQ, previous relationships with Firms will be taken into consideration

• 20% – Ideology, methodology, and unique approach to work, as well as ability to perform the work in a reasonably proposed timeframe.

The Town reserves the right to obtain clarification of any point in a firm’s proposal or to obtain additional information. All information submitted in response to this RFQ will be considered a public record and will be subject to release. Any request containing information that is marked as being proprietary in nature, as being confidential, or that has similar language, indicating an intent to keep information from being made available to the public will result in rejection of the submittal.

6. Schedule

The anticipated timeline for selection of the on-call list of firms is:

Release of RFQ: May 28, 2025 Deadline for Questions: June 18, 2025 Statements Due: June 27, 2025 Selection Notification: July 8, 2025

7. Pre-Qualified Firms

The Town expects to pre-qualify multiple firms. If more than one firm is pre-qualified, the Town reserves the right to select firms for specific projects based on any criteria the Town deems appropriate.

The Town reserves the right to reject any or all responses to the RFQ, to advertise for new RFQ responses, or to accept any RFQ response deemed to be in the best interest of the Town.

Upon successful negotiation of a project-specific contract, such contract may be required to be approved by the Town Board of Commissioners in order to be binding, pursuant to applicable Town policy.

A response to this RFQ shall not be construed as a contract, nor indicate a commitment of any kind. The

RFQ does not commit the Town to pay for costs incurred in the submission of a response to this RFQ or for any cost incurred prior to the execution of a final contract. No recommendations or conclusions from this RFQ process concerning a firm shall constitute a right (property or otherwise) under the Constitution of the United States or under the Constitution, case law, or statutory law of North Carolina. No binding contract, obligation to negotiate, or any other obligation shall be created on the part of the Town unless the Town and a firm execute a contract.

8. General Terms and Conditions

8.1. General Terms and Conditions

Selected firms may be invited to execute an agreement with the Town. The agreement shall not guarantee project work and shall not represent a paid retainer for services. If the Town and the firm cannot come to an agreement regarding scope and/or fees for any project, either party may, at their discretion, terminate further discussions on that project, at which point the Town will contact another on-call firm.