Attachment_D_Qualification_Form.xlsx

XLSX spreadsheet 37 KB Posted Sep 2, 2026

Attached to: RFP 2026 PR 9409 Chiller Eddy Current Testing
Solicitation number: PR9409
Issued by: Florida

About this file

Written by GovTribe AI · Sep 7, 2026

This is a Qualification Form (Attachment D) for RFP 2026 PR 9409 Chiller Eddy Current Testing issued by Orlando Utilities Commission (OUC) in Florida. The RFP seeks qualified suppliers to perform eddy current examinations of nonferrous tubing in Trane chillers at various OUC chilled water plant locations on an as-needed basis. OUC reserves the right to award one or more contracts, either in whole or in part, as deemed in its best interest. The qualification form requires proposers to submit comprehensive information including company background, personnel qualifications, technical approach, equipment capabilities, safety performance, financial stability, and compliance documentation. All responses must be complete and submitted in Microsoft Excel format as part of the proposal package.

Minimum bidder qualifications are mandatory pass/fail criteria that require: (1) a minimum of three years of experience performing eddy current testing of installed chiller, condenser, heat-exchanger, or comparable nonmagnetic heat-exchanger tubing with completion of at least three substantially similar projects within five years preceding the proposal due date; (2) written certification of compliance with current ASTM E690 standards; (3) at least one individual holding current Eddy Current Testing Level II or Level III certification under SNT-TC-1A; (4) documented access to appropriate eddy current and data-acquisition equipment; (5) a documented quality assurance or quality control program for nondestructive testing services; and (6) a written occupational safety program applicable to field testing activities. Proposers must also demonstrate pre-employment screening practices, provide three verified project references from similar work completed within the past five years, maintain required insurance coverages including Commercial General Liability ($2,000,000 minimum), Commercial Automobile Liability ($1,000,000 minimum), and Workers' Compensation insurance, and provide evidence of regulatory compliance and safety performance history including OSHA recordable injury rates and Workers' Compensation Experience Modification Rates for the past three years.

View the file

Other files

File	Type	Posted
General_Conditions_and_Terms_for_Services.pdf	PDF	Sep 2, 2026
RFP_2026_PR_9409_Chiller_Eddy_Current_Testing.pdf	PDF	Sep 2, 2026
Attachment_B_Price_Schedule.xlsx	XLSX spreadsheet	Sep 2, 2026
Attachment_E_AntiHuman_Trafficking_Affidavit_Section_787.06_Florida_Statutes.pdf	PDF	Sep 2, 2026

On GovTribe

Work with this file

Download the original file
Contacts named in this file
Similar government files
Ask GovTribe AI about this file

Try for free Login

Text version

The file's text, extracted by GovTribe without its formatting.

Qualifications

Attachment D, Qualification Form

RFP 2026 PR 9409 Chiller Eddy Current Testing

Instructions: All responses in this form must be complete. Where applicable, provide supporting documentation or explanations in the proposal state the page number. The Evaluation Committee will evaluate proposals based solely on the information included in this form and the accompanying proposal. It will not assume or infer qualifications not expressly stated, nor will it seek clarification. Each Proposer must submit this Excel spreadsheet with their proposal.
1.4 Minimum Bidder Qualifications. Failure to meet any of the Minimum Qualifications below (numbers 1 to 6), or failure to provide sufficient documentation, will result in disqualification from further evaluation. These criteria are pass/fail and not subject to interpretation or scoring.
	Proposer Page #, if applicable

		Yes	No
1.4.1	The Proposer shall have:

1. A minimum of three (3) years of experience performing eddy current testing of installed chiller, condenser, heat-exchanger, or comparable nonmagnetic heat-exchanger tubing; and

2. Completed at least three (3) substantially similar eddy current testing projects within the five (5) years immediately preceding the Proposal Due Date.

Evidence Required: Provide the number of years of applicable experience and identify at least three (3) qualifying projects, including the customer, project description, equipment tested, services performed, and completion date.	FALSE	FALSE
		1.4.2	The Proposer shall confirm that it will perform the required eddy current testing in accordance with the current edition of ASTM E690, Standard Practice for In Situ Electromagnetic (Eddy Current) Examination of Nonmagnetic Heat Exchanger Tubes.

Evidence Required: Provide a written certification confirming compliance with ASTM E690.	FALSE	FALSE
		1.4.3	The Proposer shall identify at least one (1) individual proposed for the Agreement who holds a current Eddy Current Testing Level II or Level III certification under the Proposer's employer-based written practice meeting American Society for Nondestructive Testing Recommended Practice SNT-TC-1A.

Evidence Required: Provide:

1.	The individual's name.
2.	Current Eddy Current Testing Level II or Level III certification.
3.	Identification of the employer-based written practice under which the individual is certified.	FALSE	FALSE
		1.4.4	The Proposer shall possess, lease, or otherwise have documented access to eddy current testing equipment and associated data-acquisition equipment capable of performing the testing required by Attachment A.

Evidence Required: Provide an equipment list identifying the principal eddy current testing and data-acquisition equipment available to the Proposer.	FALSE	FALSE
		1.4.5	The Proposer shall maintain a documented quality assurance or quality control program applicable to nondestructive testing services.

Evidence Required: Provide the applicable quality assurance or quality control program, manual, or relevant sections thereof.	FALSE	FALSE
		1.4.6	The Proposer shall maintain a written occupational safety program applicable to field testing activities.

Evidence Required: Provide the applicable safety program or relevant sections thereof.	FALSE	FALSE
		Tab 1
		General Information. Please complete the following information. Certain requested information have page limits.

Note: In the event that the Proposer provides a PDF version of the Attachment D, Qualification Form in addition to the required Microsoft Excel format, any conflict between the Attachment D, Qualification Form in Microsoft Excel format and the PDF submitted in the proposal shall be resolved in favor of the Microsoft Excel version, which shall take precedence.	Yes	No	Proposer Page #, if applicable
	1	Did you attach a cover letter with your company's letterhead with your proposal?

Proposer shall limit their response to line items 13 & 14 to no more than three (3) - 8' x 11" pages.	FALSE	FALSE
		2	State the legal name of the Company (as listed in the Division of Corporation business entity registration) (Note: This is the company OUC will contract with if selected by OUC):
		3	State the legal name of your parent Company, if applicable:
		4	State the complete business address:
		5	State where your Company registered with the Division of Corporation as a business entity:
		6	Primary contact name(s):
		6.1	Primary contact email(s) address:
		6.2	Primary contact telephone number(s):
		6.3	Primary contact cell telephone number(s):
		7	Name and title of the officer authorized to bind the Company to contracts (If awarded a contract, the contract will be sent to this person for signature via Adobe Sign):
		7.1	Officer's telephone number:
		7.2	Officer's email address:
		8	Number of employees:
		9	Number of locations:
		10	Nearest branch office or service location which will administer the services:
			Primary servicing office location:
		11	Number of years company has been in business:
		12	Number of years your company provided eddy current testing services specific to or similar to the services as described in Attachment A, Scope of Work and Technical Requirements of the RFP:
		13	Provide a brief history of your company. Did you attach response with your proposal?

(Refer to line item no. 1, above)

FALSE	FALSE
	14	Please provide a brief description of projects (with similar scope and size) that your company has completed and/or currently working?(Refer to line item no. 1, above) Did you attach response with your proposal?	FALSE	FALSE
	Tab 2
	Qualifications and Experience		Yes	No	Proposer Page #, if applicable
	15	Describe the Proposer's qualifications and experience performing chiller and heat-exchanger tube eddy current testing comparable in size, complexity, operating environment, and technical requirements to the services described in this RFP.

At a minimum, address:

1.	Experience performing comparable eddy current testing services.
2.	Types and sizes of chillers or heat exchangers tested.
3.	Approximate number of tubes or equipment units tested.
4.	Testing standards and procedures used.
5.	Results and deliverables provided.
6.	Experience working in active utility, industrial, institutional, or comparable operating environments.
7.	Past performance on comparable projects.

Identify the personnel proposed to perform and supervise the services. For each key individual, provide:

1.	Proposed role.
2.	Years of eddy current testing experience.
3.	Eddy current certification level.
4.	Relevant training.
5.	Chiller and heat-exchanger testing experience.
6.	Experience interpreting eddy current test data.

Evaluation Consideration: OUC will evaluate the relevance, depth, and success of the Proposer's experience and the qualifications, certifications, training, and applicable experience of the proposed personnel.

Did the Proposer attach the required subcontractor information with its Proposal? Proposer shall limit this section to no more than two (2) 8½" × 11" pages.	FALSE	FALSE
		Key Project Team Members & Proposed Personnel		Yes	No	Proposer Page #, if applicable
		16	Identify the personnel proposed to perform and supervise the services.

For each key individual, provide:

a. Proposed role.

b. Years of eddy current testing experience.

c. Eddy current certification level.

d. Relevant training.

e. Chiller and heat-exchanger testing experience.

f. Experience interpreting eddy current test data.

g. Current workload and availability.

Evaluation Consideration: OUC will evaluate the qualifications, relevant experience, certification level, technical capability, and availability of the proposed personnel.

Did the Proposer attach the required subcontractor information with its Proposal? Proposer shall limit this section to no more than two (2) 8½" × 11" pages.

FALSE	FALSE
	17	Provide a complete list of all subcontractors that may be utilized under the resulting Contract and identify:

a. Company name.

b. Proposed services or trade responsibilities.

c. Years of experience performing similar services.

d. Applicable licenses or certifications.

e. Relevant projects of similar size, scope, and complexity.

Did the Proposer attach the required subcontractor information with its Proposal? Proposer shall limit this section to no more than two (2) 8½" × 11" pages.	FALSE	FALSE
		Tab 3
		Technical Approach		Yes	No	Proposer Page #, if applicable
		18	Describe the Proposer's approach to performing the Scope of Work.

At a minimum, address:

a. Mobilization and site coordination.

b. Equipment selection.

c. Probe selection.

d. Calibration methodology.

e. Testing methodology.

f. Data collection and storage.

g. Defect identification and evaluation.

h. Quality-control procedures.

i. Communication of conditions requiring immediate attention.

j. Preparation and delivery of final reports.

Evaluation Consideration: OUC will evaluate the completeness, practicality, technical soundness, and demonstrated understanding of the required services.	FALSE	FALSE
		Equipment and Technical Capability		Yes	No	Proposer Page #, if applicable
		19	Describe the testing equipment, software, probes, calibration standards, and other technical resources that the Proposer will use.

Explain the capabilities and limitations of the proposed equipment as they relate to the chillers and tubing anticipated under this RFP.

Evaluation Consideration: OUC will evaluate the suitability, capability, reliability, and availability of the proposed equipment and technical resources	FALSE	FALSE
		Quality Assurance and Reporting		Yes	No	Proposer Page #, if applicable
		20	Describe the Proposer's process for verifying testing accuracy and maintaining consistent inspection quality.

Address:

a. Calibration verification.

b. Data review.

c. Interpretation verification.

d. Report quality control.

e. Record retention.

f. Correction of identified reporting errors.

g. Sample report format.

Evaluation Consideration: OUC will evaluate the Proposer's demonstrated ability to provide accurate, consistent, traceable, and usable inspection results and reports	FALSE	FALSE
		Capacity and Availability		Yes	No	Proposer Page #, if applicable
		21	Describe the Proposer's ability to respond to OUC's scheduling requirements and perform services at multiple OUC facilities, when required.

Identify:

a. Available personnel.

b. Available testing equipment.

c. Normal mobilization time.

d. Ability to accommodate schedule changes.

e. Current workload.

f. Backup personnel and equipment.

Evaluation Consideration: OUC will evaluate the Proposer's demonstrated capacity, availability, responsiveness, and ability to meet OUC's operational scheduling requirements.	FALSE	FALSE
		Pre-Employment Screenings. Please indicate below if the Company conducts the following screening and testing:		Yes	No	Proposer Page #, if applicable
		22	Does your Company conduct pre-employment drug and alcohol screening?	FALSE	FALSE
		23	Does your Company review Workers' Compensation claims history, where permitted by law, as part of the hiring process?	FALSE	FALSE
		24	Does your Company verify driver licenses for employees who operate company vehicles?	FALSE	FALSE
		25	Does your Company require pre-employment physical examinations for applicable positions?	FALSE	FALSE
		26	Does your Company conduct pre-employment criminal background checks, where permitted by law?	FALSE	FALSE
		27	Does your Company provide formal safety and technical training for employees?	FALSE	FALSE
		28	If yes, did the Proposer attach a description of the training program with its Proposal?	FALSE	FALSE
		29	Does your Company have employee incentive programs related to safety, quality, productivity, performance, or employee retention?	FALSE	FALSE
		30	If yes, did the Proposer attach a description of the program with its Proposal?	FALSE	FALSE
		Safety Performance History		Yes	No	Proposer Page #, if applicable
		31	Please provide a copy of the company’s Safety Manual. Did you attach the safety manual or link to the manual with your proposal?	FALSE	FALSE
		32	State your Company's current Workers' Compensation Experience Modification Rate (EMR) and attach supporting documentation from your insurance carrier.	2025:
				2024:
				2023:
		33	Please enter the Company’s OSHA Recordable Injury or illness (Incident) rate for the last three (3) years:	2025:
				2024:
				2023:
		34	Please enter the company’s OSHA Days Away, Restricted, Job Transfer (DART) rate for the last three (3) years:	2025:
				2024:
				2023:
		35	Please enter the company's OSHA Severity rate for the last three (3) years	2025:
				2024:
				2023:
		36	Has your company had any work related fatalities in the last three (3) years?	FALSE	FALSE
		37	If yes to the above question, please explain the circumstances. If necessary, you may attach your response in a separate page.	FALSE	FALSE
		Quality Programs		Yes	No	Proposer Page #, if applicable
		38	Please provide a copy or outline of your company's Quality Assurance program. Did you attach a copy or link with your proposal?	FALSE	FALSE
		39	Does your company have a formalized process for qualifying and monitoring performance of suppliers and/or subcontractors?	FALSE	FALSE
		40	If yes, did the Proposer attach a description of its supplier and subcontractor qualification and performance monitoring process with its Proposal?	FALSE	FALSE
		Project Controls		Yes	No	Proposer Page #, if applicable
		41	Describe the Company's methodology for managing work performed under the resulting Contract, including:

a. Work order management.

b. Scheduling and dispatch.

c. Supervision.

d. Communication with OUC.

e. Documentation of completed work.

f. Cost control.

g. Quality control.

h. Emergency response management.

i. Reporting of completed work.

Did the Proposer attach its response with the Proposal? Proposer shall limit this section to no more than two (2) 8½" × 11" pages.	FALSE	FALSE
		42	Please provide one (1) sample of each of the following, if available, from a project of similar size and scope:

a. Service report or field work report.

b. Preventive maintenance report.

c. Inspection or testing report.

d. Startup or commissioning report.

e. Job Safety Analysis (JSA) or equivalent pre-task safety documentation.

f. Electrical testing or commissioning documentation, if applicable.

Did the Proposer attach the requested documents with its Proposal?	FALSE	FALSE
		Financial Information		Yes	No	Proposer Page #, if applicable
		43	Please provide the company's Dunn and Bradstreet Number.
		44	Please provide the company's financial report for the last three (3) years. What was the revenue for those years?	2025:
				2024:
				2023:
		45	What was the company's annual dollar volume (millions) for the last five (5) years for projects of a similar nature?
		46	If applicable, what was the dollar volume of business conducted with OUC in the last five (5) years?
		Insurance (Refer to GC 8.0 of the General Conditions).
By responding "Yes" to the questions below, the Proposer certifies that, if awarded a contract, it will obtain and maintain the insurance coverages required by GC 8.0 of the General Conditions and will provide acceptable Certificates of Insurance prior to commencing work.		Yes	No	Proposer Page #, if applicable
		47	If awarded a contract, can your Company provide Commercial General Liability insurance with limits of not less than $2,000,000 per occurrence, as required by GC 8.6?	FALSE	FALSE
		48	If awarded a contract, can your Company provide Commercial Automobile Liability insurance with limits of not less than $1,000,000 per occurrence, as required by GC 8.5?	FALSE	FALSE
		49	If not exempt under Chapter 440, Florida Statutes, can your Company provide statutory Workers' Compensation insurance and Employer's Liability insurance with limits of not less than $1,000,000 per occurrence, as required by GC 8.4? If exempt, will your Company provide a valid exemption certificate upon request?	FALSE	FALSE
		50	If awarded a contract, can your Company provide insurance naming OUC, its commissioners, directors, officers, agents, and employees as Additional Insureds, as required by GC 8.2?	FALSE	FALSE
		51	If awarded a contract, can your Company provide a Waiver of Subrogation in favor of OUC, as required by GC 8.3?	FALSE	FALSE
		52	If awarded a contract, will your Company provide Certificates of Insurance meeting all requirements of GC 8.1 prior to commencing work?	FALSE	FALSE
		53	If awarded a contract, will your Company provide insurance policies written on an occurrence basis, where required by GC 8.0?	FALSE	FALSE
		54	If awarded a contract, will your Company's Certificates of Insurance provide for at least thirty (30) days' prior written notice to OUC before cancellation, termination, or material change of coverage, as required by GC 8.1?	FALSE	FALSE
		55	If your Company utilizes subcontractors, will your Company ensure that all subcontractors maintain the insurance coverages required by GC 8.0?	FALSE	FALSE
		Regulatory Compliance		Yes	No	Proposer Page #, if applicable
		56	Does your Company have a program to ensure compliance with all applicable Federal, State, and local regulations governing the handling, storage, and disposal of hazardous materials?	FALSE	FALSE
		57	If yes to the above question, did your Company attach a description of the program with its proposal?	FALSE	FALSE
		58	Has your Company been issued a warning, citation, notice of violation, or other enforcement action by a Federal, State, or local regulatory agency for noncompliance with applicable laws or regulations within the past five (5) years? If yes, provide the date(s), issuing agency, and a brief description of each violation.	FALSE	FALSE
		59	If yes to the above question, did your Company attach an explanation and supporting documentation with its proposal?	FALSE	FALSE
		Tab 4
		Compliance Forms. Please state if the required documents are attached to the proposal:		Yes	No	Proposer Page #, if applicable
		60	Exceptions (Note: List all and any exceptions on this form. Do not list them in any other parts of the proposal)	FALSE	FALSE
		61	Sworn Statement on Public Entity Crimes and Scrutinized Companies Under Florida Statutes (sign and notarize)	FALSE	FALSE
		62	Dispute Disclosure	FALSE	FALSE
		63	Anti-Human Trafficking Affidavit (sign and notarize)	FALSE	FALSE
		64	Addenda Acknowledgement Form (list the number, sign, and date)	FALSE	FALSE
		Additional Information for Consideration		Yes	No	Proposer Page #, if applicable
		65	Please provide information on any Economic Development Opportunities that your company may develop to benefit the local Orlando Area or the State of Florida, such as the creation of new jobs or purchasing/leasing new building space. Did you attach a response to this section with their proposal?

Please limit response to no more than two (2) 8" x 11" pages.	FALSE	FALSE
		66	If applicable, please provide any additional information your company will like to provide to assist OUC in determining your company’s qualifications. Company may include any related services the company could provide to OUC including the reason the Company is uniquely qualified to undertake the work. Did you attach a response to this section with the proposal?

Please limit response to no more than one (1) 8" x 11" page. FALSE FALSE

Project References

Attachment D, Project References

RFP 2026 PR 9409 Chiller Eddy Current Testing

Tab 2

Provide three (3) pre-verified references for eddy current testing services of similar scope and complexity completed within the past five (5) years preceding the proposal due date. Include as listed below: customer name, contact information, services provided, project location, contract duration, and whether the services remain active. Note: OUC will contact these references to confirm the proposer's experience listed in section 1.4.1 of the RFP.

Project References.
1	Reference
1	Customer's name
2	Project name and its physical location
3	Start and end date of contract
4	Customer contact name (Note: The contact must be an individual familiar with the actual performance of the contract and able to comment on the Proposer’s performance from an operations and maintenance perspective).
5	Customer contact phone number
6	Customer contact email address
7	Please describe in detail, on a separate page, the product and/or services your firm performed for this customer. Did you attach your response with your proposal? (Limit response to one (1) page only.)
8	Describe any unusual operating conditions, requirements, or circumstances that distinguish your firm’s qualifications. Did you attach your response with your proposal? (Limit response to one (1) page only.)
2	Reference
1	Customer's name
2	Project name and its physical location
3	Start and end date of contract
4	Customer contact name (Note: The contact must be an individual familiar with the actual performance of the contract and able to comment on the Proposer’s performance from an operations and maintenance perspective).
5	Customer contact phone number
6	Customer contact email address
7	Please describe in detail, on a separate page, the product and/or services your firm performed for this customer. Did you attach your response with your proposal? (Limit response to one (1) page only.)
8	Describe any unusual operating conditions, requirements, or circumstances that distinguish your firm’s qualifications. Did you attach your response with your proposal? (Limit response to one (1) page only.)
3	Reference
1	Customer's name
2	Project name and its physical location
3	Start and end date of contract
4	Customer contact name (Note: The contact must be an individual familiar with the actual performance of the contract and able to comment on the Proposer’s performance from an operations and maintenance perspective).
5	Customer contact phone number
6	Customer contact email address
7	Please describe in detail, on a separate page, the product and/or services your firm performed for this customer. Did you attach your response with your proposal? (Limit response to one (1) page only.)
8	Describe any unusual operating conditions, requirements, or circumstances that distinguish your firm’s qualifications. Did you attach your response with your proposal? (Limit response to one (1) page only.)

Yes No Yes No Yes No Yes No Yes No Yes No

File details come from the government source that posted it. Updated Sep 7, 2026.