Treatment, Pumping, and Transmission On-Call Professional Services Contents Solicitation No. TVWD RSOQ 2027-003 Page 1 of 45

Request for

Statements of Qualifications

FOR

Treatment, Pumping, and Transmission Systems On-Call Professional Services

SOLICITATION NO. TVWD RSOQ 2027-003

TABLE OF CONTENTS

1. Advertisement

2. Solicitation Schedule and Contact Information

3. District Background and Categories of Service

4. SOQ Requirements

5. SOQ Contents, Part 1

6. SOQ Contents, Part 2

7. Evaluation

8. Administrative Requirements

9. Proposal Forms

Exhibit A Proposer Representations and Certifications Exhibit B Coverage Matrix

10. Attachments

Exhibit C Sample Contract Forms Exhibit D Proposer Checklist

Treatment, Pumping, and Transmission On-Call Professional Services Advertisement Solicitation No. TVWD RSOQ 2027-003 Page 2 of 45

1. Advertisement Tualatin Valley Water District (District), as the Managing Agency and on behalf of the Willamette Water Supply System (WWSS) invites qualified professional firms to submit a statement of qualifications (SOQ) to provide On-Call Professional Services to the District. All SOQs must be submitted to Janet Fleshman, Procurement Specialist, by 2:00 p.m. on Thursday, November 19, 2026 (Deadline) to https://bidlocker.us/details/6581_Treatment_Pumping_Transmission_Rsoq (Bid Locker). District requires on-call professional services to provide advisory, as-needed technical water treatment, pumping, and transmission system support during startup and early operations of the WWSS. Services will focus on troubleshooting, operational support, and system performance. Proposers should not expect to actually operate any facilities. Rather, their services would provide guidance to the District and WWSS operations staff, providing timely access to specialized expertise to assist with operational decision-making.

Proposers may submit an SOQ for one or both categories of service: (1) Treatment and Pumping Support and (2) Transmission System Support. The District anticipates awarding three Umbrella Contracts to qualified consultants in each category, but reserves the right to award more or fewer at its sole discretion. Award of an Umbrella Contract does not guarantee work.

Technical information included with the RSOQ documents contains sensitive system information and requires a two-part registration and approval process. Interested parties are encouraged to initiate this process prior to the pre-proposal conference to ensure timely access to the RSOQ documents.

To access the RSOQ documents, interested parties must first register with Bid Locker at https://bidlocker.us/Home/bidlockerus. There is no cost to register. Registration with Bid Locker requires uploading of a correctly completed Confidentiality Agreement, which is available through the registration process.

Interested parties must request the solicitation documents on Bid Locker and sign an RSOQ-specific Non-Disclosure Agreement (NDA) specific to the RSOQ, which may be requested by emailing bidsandproposals@tvwd.org.

RSOQ documents may also be obtained in electronic or hard copy format by contacting Megan Verdoorn at Plan Center Northwest, PO Box 2486, Clackamas, OR 97015, 503.650.0148, megan@plancenternw.com, www.plancenternw.com upon signature of the NDA. If a potential proposer obtains the RSOQ from Plan Center Northwest, the proposer is still responsible for registering with Bid Locker to submit their SOQ. Proposers are advised to ensure that their Bid Locker District vendor profile is active and approved a minimum of three business days prior to the SOQ Deadline to prevent any issues with submitting and SOQ on time.

Proposers will be notified via email when addenda are published. It is the Proposer's responsibility to obtain all addenda. If the RSOQ was downloaded from Bid Locker, there will be a link for addenda provided in the automated email.

The District strongly encourages potential Proposers to attend the optional pre-SOQ conference scheduled for October 29, 2026, at 2:00 p.m. Pacific Time (PT). Proposers may attend in person at the District Headquarters (1850 SW 170th Avenue, Beaverton, OR 97003) or virtually via Microsoft Teams. Proposers who wish to attend virtually must email Janet Fleshman at bidsandproposals@tvwd.org by 3:00 p.m. local time on October 28, 2026, to receive a calendar invitation. Include all attendees’ names, email addresses, and the company they are representing.

District staff will provide general information regarding the District’s on-call approach, the SOQ

Treatment, Pumping, and Transmission On-Call Professional Services Advertisement Solicitation No. TVWD RSOQ 2027-003 Page 3 of 45 submission process, how categories of services will be evaluated, and will allow time for a question-and-answer session.

Late SOQs, SOQs received by email, fax, or in hard copy will not be accepted or considered. SOQs will not be publicly opened. Contractor licensing under ORS 468A.720 for asbestos abatement is not a requirement for this work.

The District reserves the right to cancel this RSOQ, reject any and all SOQs not in compliance with prescribed public contracting procedures and requirements, including Proposer responsibility under ORS 279C.375(3)(b), and may reject for good cause any and all proposals upon the District’s finding that it is in the District’s or the public’s best interest to do so. District reserves the right to waive informalities and to negotiate contracts with the highest-scoring Proposers.

Proposers are responsible for all costs associated with preparing an SOQ.

Advertised October 23, 2026.

Treatment, Pumping, and Transmission On-Call Professional Services Solicitation Schedule and Contact Information Solicitation No. TVWD RSOQ 2027-003 Page 4 of 45

2. Solicitation Schedule and Contact Information This schedule is subject to change at District’s sole discretion. Items marked with an asterisk will only be changed via Addendum to this RSOQ. The District reserves the right to request additional information, clarification, or confirmation from Proposers through written correspondence, email, or verbal communication, if deemed necessary during the evaluation process.

Request for Statement of Qualifications advertised October 23, 2026

Optional Pre-proposal Conference 2:00 p.m., Thursday, October 29, 2026 In person at District Headquarters, 1850 SW 170th Avenue, Beaverton, OR 97003 or virtually via Microsoft Teams

Last date for questions regarding the RSOQ 5:00 p.m., November 6, 2026

RSOQ access on Bid Locker (including completion of the NDA) 2:00 p.m., November 17, 2026

SOQ deadline (Deadline)* 2:00 p.m. Pacific Time on Thursday, November 19, 2026

Interviews (If necessary) November 30 – December 1, 2026

Notice of Intent to Award December 15, 2026

Contract Duration Two years with up to three 1-year extensions

District’s Procurement Representative – All Questions & Inquiries Janet Fleshman, Procurement Specialist Phone: 503. 941.4588 Email: bidsandproposals@tvwd.org

Treatment, Pumping, and Transmission On-Call Professional Services District Background and Categories of Service Solicitation No. TVWD RSOQ 2027-003 Page 5 of 45

3. District Background and Categories of Service

1. Introduction and Background

1.1. The District is a domestic water supply district authorized by Oregon Revised Statutes, Chapter

264. The District is governed by a five-member Board of Commissioners elected at-large by residents within its service boundaries. Headquartered at 1850 SW 170th Avenue in Beaverton, the District serves the east side of unincorporated Washington County and portions of the cities of Beaverton, Hillsboro, and Tigard.

1.2. The District is the Managing Agency for additional entities established through intergovernmental agreements, including the Willamette Water Supply System Commission (WWSS). As the Managing Agency, the District may procure and contract on behalf of each entity. The WWSS is eligible to use professional services procured under this RSOQ.

1.3. The District seeks support in two categories of service: (1) Treatment and Pumping Support and

(2) Transmission System Support.

1.4. This RSOQ constitutes a qualifications-based selection process to award multiple Umbrella Contracts. Services will be assigned on a Task Order basis to provide timely, as-needed technical support, including troubleshooting and operational advice under a range of operating conditions.

1.5. Services are intended to support operational decision-making and to complement the expertise of Water Treatment and Transmission Operations staff. Limited technical evaluations may be requested when directly related to operational troubleshooting or system performance support.

Consultants will provide recommendations only and will not direct operations.

1.6. This on-call framework is intended to enhance responsiveness, provide access to specialized expertise, and support stable, reliable system performance and high-quality finished water delivery, while maintaining compliance with Oregon public contracting requirements and the District’s Local Contract Review Board (LCRB) Rules.

1.7. Consultants may be selected individually for task-specific expertise; Proposers do not need to assemble one comprehensive team covering every listed support area.

1.8. Work under the resulting Umbrella Contracts will be authorized through Task Orders issued by the District in accordance with the District’s LCRB Rules and the terms of the resulting Umbrella Contract(s). Each Task Order will define the scope of services, schedule, level of effort, and compensation for a specific assignment. Task Orders may vary significantly in size and complexity, ranging from rapid-response support to more defined technical evaluations.

1.9. As of the date of advertisement of this RSOQ, under the District’s LCRB Rules, the District may directly award a Task Order up to $500,000 to a Consultant awarded an Umbrella Contract in the applicable category of service through this qualifications-based selection process. For work over $500,000 but under $750,000, the District may use an additional request for informal proposals (RFIP) process between two or more Consultants awarded an Umbrella Contract from this RSOQ. These thresholds are subject to the LCRB Rules and any revisions at the time of a Task Order award or amendment. District does not anticipate the total services to exceed a total of $250,000 for any individual Umbrella Contract.

Treatment, Pumping, and Transmission On-Call Professional Services District Background and Categories of Service Solicitation No. TVWD RSOQ 2027-003 Page 6 of 45

1.10. The Categories of Service described define the types of work that may be assigned through Task Orders under the resulting Umbrella Contracts. Proposers may submit qualifications for one or both categories of service. The District intends to establish an award of an Umbrella Contract to qualified consultants in each category and may award Umbrella Contracts to multiple Proposers, at its sole discretion, based on qualifications and anticipated operational needs.

1.11. Award of an Umbrella Contract does not guarantee that a Consultant will be awarded work under a Task Order. The District may, at its sole discretion, use other procurement methods, including issuing separate project-specific solicitations when expanded competition, alternative delivery methods, or specialized expertise is desired; when an on-call Consultant declines an assignment; or when the anticipated Task Order value exceeds the threshold established by the District’s Local Contract Review Board (LCRB) Rules.

2. Categories of Service

2.1. System Context

2.1.1. Treatment and Pumping: The WWSS treatment facility incorporates advanced treatment processes, including ballasted flocculation, intermediate ozone, deep-bed granular activated carbon (GAC), biofiltration, and ultraviolet (UV) disinfection, along with associated residual-handling systems and finished-water transmission infrastructure. The system is designed to treat Willamette River source water under a wide range of seasonal conditions. The system includes a raw water pump station and finished water pump station. Proposers should demonstrate experience with comparable treatment processes and systems, including familiarity with integrated treatment trains, large pump stations, operational responses to variable source water quality conditions, and seasonal demand scenarios.

2.1.2. Transmission: The WWSS transmission system includes large-diameter pipelines with associated appurtenances, corrosion control systems, and reservoir with as-needed chlorine boosting. Proposers should demonstrate experience with comparable systems, including hydraulics, pipeline behavior, and water quality management within transmission and storage systems.

2.2. Category of Service Intent and Limitations

2.2.1. The areas of expertise listed in this RSOQ (Sections 2.3 and 2.4) are intended to support evaluation of system performance, troubleshooting, and operational decision-making across treatment and transmission systems. Services under this contract are advisory in nature and focused on supporting WWSS operations.

2.2.2. Engineering analysis may be requested on a limited, case-by-case basis through a Task Order.

2.2.3. Services under the resulting Umbrella Contracts are advisory. For each area of expertise listed in Sections 3.2.3 and 3.2.4, the District is seeking the ability to diagnose, interpret, and recommend. The District is not procuring maintenance, repair, calibration, parts, equipment, or corrective field labor under the resulting Umbrella Contracts.

2.3. Category 1: Treatment and Pumping Support. These services support the operation and performance of the treatment process, including evaluation of treatment conditions, response to

Treatment, Pumping, and Transmission On-Call Professional Services District Background and Categories of Service Solicitation No. TVWD RSOQ 2027-003 Page 7 of 45 changing source water quality, and refinement of process performance. Relevant areas of expertise may include, but are not limited to:

2.3.1. Coagulation, ballasted flocculation, and clarification processes (e.g., WesTech or similar systems)

2.3.2. Filtration processes (e.g., GAC and biofiltration, sand, filter aid polymers, and related systems), including air scour and backwash equipment and processes

2.3.3. Ozone treatment processes, including oxygen storage and feed, ozone generation, application, and residual management (e.g., Veolia or similar)

2.3.4. Ultraviolet (UV) disinfection systems, including performance verification and lamp/bulb maintenance (e.g., DeNora or similar)

2.3.5. Residuals and sludge handling processes (e.g., polymers, screw press, and related systems)

2.3.6. Water quality and laboratory analysis, including bench-scale or pilot testing

2.3.7. Analysis of operational, process, and water quality data to support troubleshooting, process evaluation, performance trending, and operational decision-making

2.3.8. Raw water pump station operations and performance (e.g., vertical turbine pumps, intake pumping systems, or similar)

2.3.9. Finished water pump stations, including pumping system control, reliability, and coordination with system demand (e.g., vertical turbine or horizontal pumps, VFD and medium-voltage VFD systems; or similar)

2.3.10. Instrumentation and control systems as they relate to treatment process performance (e.g., online analyzers, process monitoring equipment, or similar)

2.3.11. Medium voltage, low voltage, and limited energy electrical systems as they relate to operational reliability and treatment process performance (e.g., power distribution, backup systems (Cummins); or similar)

2.3.12. Mechanical systems and equipment as they relate to treatment performance (e.g., pumps, mixers, compressors)

2.3.13. Structural and civil systems as they affect treatment operations and facility performance

2.3.14. Building systems (e.g., hydronic skid, HVAC, and related systems) as they affect treatment processes or equipment performance

2.3.15. SCADA and control systems as they relate to monitoring and operation of treatment processes (e.g., WonderWare, Siemens, or similar)

2.3.16. Cybersecurity considerations related to operational and control systems (e.g., Genetec, or similar)

2.3.17. Coordination between treatment production and transmission system operations under varying source water and demand conditions

Treatment, Pumping, and Transmission On-Call Professional Services District Background and Categories of Service Solicitation No. TVWD RSOQ 2027-003 Page 8 of 45

2.4. Category 2: Transmission System Support. These services support operation and performance of the transmission system, including pumping systems, pipeline behavior, and coordination between treatment production and system demand. Relevant areas of expertise may include, but are not limited to:

2.4.1. Large-diameter transmission pipeline systems and operations

2.4.2. Transmission system appurtenances, including air release/vacuum valves and blow-offs (e.g., VentTech or similar)

2.4.3. System hydraulics, flow management, and operational modeling (e.g., surge analysis, transient conditions, and flow balancing)

2.4.4. Pressure management and system transitions, including startup, shutdown, and abnormal operating conditions

2.4.5. Corrosion control systems and water quality considerations within transmission and storage systems (e.g., coatings, cathodic protection, and related systems)

2.4.6. Reservoir operations, including storage management, turnover, and chlorine boosting (e.g., rechlorination systems)

2.4.7. Water quality monitoring and management within transmission and storage systems (e.g., disinfectant residuals, water age considerations)

2.4.8. Instrumentation and control systems as they relate to transmission system performance (e.g., pressure, flow, and water quality monitoring)

2.4.9. Medium voltage, low voltage, and limited energy electrical systems as they relate to pumping and transmission system reliability (e.g., power distribution, backup systems; [manufacturer] or similar)

2.4.10. Mechanical systems and equipment related to transmission system performance (e.g., pumps, valves, actuators)

2.4.11. Structural and civil systems as they affect transmission facilities, pump stations, and reservoir operations

2.4.12. SCADA and control systems as they relate to monitoring and operation of transmission and storage systems

2.4.13. Cybersecurity considerations related to operational and control systems

2.4.14. Coordination between transmission system operations and treatment production under varying demand and operating conditions

Treatment, Pumping, and Transmission On-Call Professional Services SOQ Requirements Solicitation No. TVWD RSOQ 2027-003 Page 9 of 45

4. SOQ Requirements

1. SOQs must be electronically submitted as specified in the Advertisement via Bid Locker until the

Deadline listed in Section 0: Schedule.

2. SOQs must be submitted in PDF format, must not exceed the maximum page limits, and must be organized in the exact order of the content requirements set forth in Section 5. Pages should be formatted for standard 8.5 x 11 inch size. SOQs must be clearly legible and formatted for ease of review in both digital and printed formats. Proposers should use a minimum 11-point font for narrative text. Documents should be prepared with readability and accessibility in mind, including clear organization, sufficient contrast, and legible graphics. If smaller font is used for tables, figures, or graphics, the information must be readable at 100% size.

3. The SOQ shall clearly address the information in Sections 5 and 6. Proposers may submit qualifications for one or both Categories of Service: (1) Treatment and Pumping Support and (2) Transmission System Support. The areas of expertise listed under each category are examples of potential support needs and are not separate subcategories or separate proposal sections.

4. The SOQ should be concise, well organized, and demonstrate the Proposer’s qualifications, relevant experience, and ability to provide the requested services under an on-call, task order framework, including the ability to provide timely, operator-supportive technical expertise. Proposers should clearly identify key personnel, including a lead technical resource and supporting staff, and demonstrate how their team will provide responsive, as-needed support.

5. By submitting an SOQ, the Proposer accepts the general instructions and conditions of this RSOQ and the Standard Contract Provisions of the Umbrella Contract provided as Exhibit B. Any exceptions to the requirements or requests for waivers MUST be included in the SOQ cover letter or they will not be considered. District will not consider replacement of the Umbrella Contract in its entirety.

6. Proposers shall submit one PDF that includes the requested information in Section 5: SOQ Contents, Part 1 (cover letter, corporate overview, statement of Corporate Responsibility, and correctly completed and signed Exhibit A: Proposer Representations and Certifications).

7. Proposers shall submit one PDF that includes the requested information in Section 6 SOQ Contents, Part 2 (Category-Specific Qualifications, Resumes, and References) for each Category of Service for which the Proposer seeks an Umbrella Contract.

8. Proposers shall submit a completed Coverage Matrix (Exhibit B) for each Category of Service for which the Proposer seeks an Umbrella Contract. The Coverage Matrix is excluded from all page limits.

9. Required submittals and page limits:

SOQ Contents Pages Allowed

Contents

Part 1 4 Cover letter As needed Signed and completed Exhibit A: Proposer

Representations and Certifications Part 2: Treatment and Pumping Support

4 Category Specific Qualifications As needed Resumes

References

Treatment, Pumping, and Transmission On-Call Professional Services SOQ Contents, Part 1 Solicitation No. TVWD RSOQ 2027-003 Page 10 of 45

10. Proposers may use artificial intelligence (AI) tools to prepare an SOQ. However, all representations made in the SOQ must accurately reflect the Proposer’s actual qualifications, staffing capacity or qualifications, or other material matters related to the Proposer’s ability to perform the required services.

11. Any SOQ that relies on AI-generated content or representations that do not correspond to the Proposer’s true capabilities will be considered a material misrepresentation.

12. If it is determined that a Proposer has submitted a SOQ that misrepresents its ability to perform, the District may, at its sole discretion, pursue any or all of the following actions:

12.1. Reject the SOQ, terminate contract negotiations, or terminate an awarded contract for cause.

12.2. Withhold or recover payments made under the contract.

12.3. Report the Proposer to state or federal authorities for false claims or fraudulent misrepresentation.

12.4. Disqualify the Proposer from future solicitations for a period determined appropriate by the District.

13. The Proposer acknowledges that they bear full responsibility for the accuracy and authenticity of all SOQ content, regardless of whether AI tools were used.

14. To maintain the fairness and integrity of the selection process, it is important that SOQs conform to all requirements. Do not include information that is not specifically requested. The SOQ should provide all information in the order requested and as separate documents as requested. Failure to submit any of the required items may be grounds for rejection of the SOQ.

5. SOQ Contents, Part 1

1. Provide the information in this section once per Proposer. SOQ Contents, Part 1 will be evaluated once and applied to all Categories of Service for which the Proposer is evaluated.

2. Cover Letter. The cover letter must include the following:

2.1. Identify the Proposer’s company name, primary contact name for this RSOQ, the primary contact’s phone number and email address, the company mailing address, and, if different from the primary contact, the authorized signer’s name, title, phone number, and email address.

2.2. RSOQ number and title.

2.3. Briefly describe how the Proposer is suited to provide on-call, operational support services under a task order framework. Proposers may choose how to best represent the Proposer’s capabilities. This is the Proposer’s opportunity to provide an overview and highlight areas that may not be specifically requested in other parts of the SOQ, describe how the Proposer is

SOQ Contents Pages Allowed

Contents

Part 2: Transmission Support 4 Category Specific Qualifications As needed Resumes

References

Treatment, Pumping, and Transmission On-Call Professional Services SOQ Contents, Part 2 Solicitation No. TVWD RSOQ 2027-003 Page 11 of 45 suited to or capable of meeting the District’s specific needs, or provide other information the Proposer wishes to share for consideration.

2.4. Which category or categories of service the Proposer is submitting an SOQ.

2.5. Any terms or conditions from the sample contract that the Proposer may wish to negotiate. This may be included on a separate page and will not be included in the page count limit.

2.6. A legal representative of the Proposer, authorized to bind the Proposer in contractual matters, must sign the cover letter.

3. Proposer Representations and Certifications. Complete Exhibit A and include with the SOQ. Not included in the final page count. SOQs received without completed and signed Proposer Representations and Certifications will be considered non-responsive.

6. SOQ Contents, Part 2

1. Provide the information in this section for each Category of Service for which the Proposer wishes to be considered – Category 1: Treatment and Pumping Support and/or Category 2: Transmission Support. The areas of expertise listed under each category are examples of potential support needs.

2. SOQ Contents, Part 2 will be evaluated separately for each Category of Service submitted. The total response for SOQ Contents, Part 2, shall not exceed four pages per Category of Service (excluding resumes and references).

3. Category-Specific Qualifications. Proposers should focus on areas where they have direct, relevant experience supporting operational conditions similar to those described in this RSOQ.

3.1. Relevant Experience. Provide up to three examples of the Proposer’s experience providing operational support, troubleshooting, or system performance evaluation under real-world conditions. For each example, describe: the operating condition or problem, the approach taken, key decision points or tradeoffs considered, and the outcome and lessons learned. Examples should be relevant to the selected category of service.

3.1.1. Identify the specific areas of expertise within the selected category that the Proposer is qualified to support, using the Coverage Matrix provided as Exhibit B. This should align with the Proposer’s demonstrated experience.

3.1.2. Proposers are not expected to demonstrate expertise across all areas listed. The subcategories of each service area are examples only, not required response sections; Proposers should submit the category response focused on the strongest direct experience.

3.1.3. Proposers shall complete the Coverage Matrix provided as Exhibit B for each Category of Service, identifying for each listed area of expertise whether the Proposer offers primary, secondary, or no capability, together with the specific evidence in the SOQ that substantiates each designation and the named individual who provides it. An area identified without a supporting evidence reference will not be credited.

Treatment, Pumping, and Transmission On-Call Professional Services Evaluation Solicitation No. TVWD RSOQ 2027-003 Page 12 of 45

3.1.4. Award of an Umbrella Contract does not require Oregon professional engineer (PE) registration. Task Orders limited to advisory support, operational troubleshooting, and system performance observation may be assigned to Consultants without PE registration. Task Orders requiring the practice of engineering as defined in ORS 672.002, including but not limited to surge and transient analysis, hydraulic modeling used for design purposes, structural evaluation, or engineering certification, will be assigned only to Consultants who hold, or whose named personnel hold, current Oregon PE registration in the applicable discipline. Proposers should state in SOQ Contents, Part 2 whether Oregon PE registration is held and by whom.

3.2. Team and Response Approach. Identify the proposed Lead Technical Resource and supporting staff for this category of service. The District values direct, hands-on operational experience.

Proposers are encouraged to identify Leads with practical operating or system performance experience, where applicable. The District does not require large teams. Proposers should identify only the personnel necessary to effectively provide the requested services. Describe:

3.2.1. The Lead’s experience supporting operational decision-making, troubleshooting, or system performance evaluation

3.2.2. How the team will provide timely, as-needed support under this on-call contract.

3.2.3. Typical response times for urgent and non-urgent requests.

3.2.4. Ability to provide local, on-site support.

3.3. Indicate location (local, regional, or remote) for all proposed personnel. Clearly identify which individual will serve as the Lead Technical Resource.

4. Resumes (excluded from Part 2 page count). Provide a one-page resume for each proposed Lead Technical Resource. Resumes shall highlight relevant experience supporting operational decision-making, troubleshooting, or system performance evaluation, including experience with similar systems or conditions. Resumes should be tailored to the relevant areas of expertise listed in Section 3.2. Resumes are required for evaluation, but do not count toward the page limit for SOQ Contents, Part 2.

5. References (excluded from Part 2 page count). Provide two to three references who can speak to the Proposer’s performance providing similar operational or technical support services. References do not count toward the page limit for SOQ Contents, Part 2.

7. Evaluation

1. Evaluation Process. Proposers submitting for more than one Category of Service will be evaluated separately for each category. Scores will not be combined across categories of services.

2. The District intends to make selections based on the written SOQs, but may conduct interviews at its sole discretion.

3. .Evaluation Committee. The District will convene an evaluation committee to review SOQs. The evaluation committee will include representatives with operational and technical expertise relevant to the Category of Service being evaluated.

Solicitation No. TVWD RSOQ 2027-003 Page 13 of 45

3.1. The evaluation committee may include, but is not limited to: Water Treatment Operations representative(s), Transmission Operations representative(s), Engineering or technical staff, District representative(s) (facilitation and coordination), Procurement or contract administration staff (non-scoring, for process compliance)

3.2. SOQ Contents, Part 1, will be evaluated once per Proposer by the District, with support from Procurement staff to confirm compliance with RSOQ requirements.

3.3. SOQ Contents, Part 2, will be evaluated separately for each Category of Service by operational and technical representatives. District and Procurement staff will support the evaluation process to ensure consistency and compliance with applicable requirements.

4. Clarification. District reserves the right to seek clarification of any SOQ submitted and may request additional information as needed to evaluate the Proposer’s qualifications.

5. References. The District reserves the right to contact references if determined necessary during the evaluation process.

6. Proposal Evaluation Criteria. For each category, the Proposer’s Part 1 score will be combined with the Part 2 score to determine a total score of up to 100 points for that category.

7. Scoring Guidance

SOQ Contents, Part 1 Points Evaluation Focus Cover Letter and Conformance to

RSOQ

Clarity, completeness, and alignment with the intent of the RSOQ

Proposer Representations and Certifications

Pass/Fail Completed and compliant

Part 1 Total 10

SOQ Contents, Part 2 Points Evaluation Focus

Relevant Experience 50

Demonstrated experience supporting real-world operational conditions, including problem-solving, decision-making, and outcomes

Team and Response Approach 40 Strength of Lead Technical Resource and ability to provide timely, practical on-call support

Part 2 Total 90

Parts 1 and 2 Total 100

References 10

If references are contacted, the focus will be on timely delivery, professionalism, quality of workmanship, and if applicable, long-term history of performance.

Interviews 20

If conducted, interviews will be used to further clarify information requested in the RSOQ. Interview questions will be provided to proposers upon notification of the interview process.

Solicitation No. TVWD RSOQ 2027-003 Page 14 of 45

Each scored criterion will be evaluated using the following general rating scale. Evaluators will consider the quality, relevance, and clarity of the information provided, rather than the volume of content.

8. Interviews. The District may conduct interviews with one or more Proposers, if deemed necessary by the Selection Committee to support the evaluation and selection process. The District reserves the right to make its selection based solely on the written SOQs and is not required to conduct interviews.

9. Negotiations

9.1. The District reserves the right to reject exceptions to the requirements or requests for waivers to the contract form and to negotiate terms requested if submitted with the Proposer’s RSOQ. Any requested exceptions must be clearly identified in the SOQ. Exemptions requesting a complete replacement of the Sample Umbrella Contract in Exhibit C will not be considered.

9.2. District may enter into contract negotiations with the highest-ranked Proposer(s) (Consultant). If negotiations are unsuccessful, the District may terminate the negotiations and proceed to the next highest-ranked Proposer.

9.3. Award and execution of an Umbrella Contract is not a guarantee of work. If the District requires on-call work through an Umbrella Contract, the District will negotiate a Task Order to define the scope, schedule, duration, District and Consultant representatives, rates, and not-to-exceed amount. The Consultant must have all required licenses, certifications and insurance needed to perform the work under a proposed Task Order. Any changes to a Task Order proposal will be made before executing the Task Order and will become part of the final Task Order.

9.4. The District is in no way obligated to assign work for the categories of service identified in this RSOQ, or for additional capabilities under a Task Order. This RSOQ does not limit the District’s right to procure similar services through other contracting methods when determined to be in the District’s or the public’s best interest.

10. Notice of Intent to Award. Upon completion of the evaluation process, the District will issue public notice through Bid Locker with the results of the evaluation process, including the names of successful Proposers in each category of service.

Rating Description

Excellent

Response demonstrates highly relevant experience under real-world operating conditions and a strong understanding of the requested services. Examples are specific, clearly described, and reflect sound technical judgment and decision-making. The Proposer demonstrates a clear and credible ability to provide practical, timely support aligned with the District’s operational needs.

Good Response demonstrates relevant experience and understanding. Examples are applicable and generally well described. The Proposer demonstrates a reasonable ability to provide support, though may lack some specificity or depth.

Fair

Response demonstrates limited or somewhat relevant experience. Examples may lack clarity, depth, or direct applicability to operational conditions. The Proposer’s ability to provide timely or effective support is unclear or only partially demonstrated.

Poor Response demonstrates minimal or no relevant experience. Examples are not applicable or insufficiently described. The Proposer does not demonstrate a clear or credible ability to provide effective support aligned with the District’s needs.

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11. Contract Award. District will award Umbrella Contracts to the highest-scoring Proposers. The District will determine the number of contracts to award within each category. The District will determine the number based on what is in the best interest of the District and sufficient to cover the anticipated amount of work. The Umbrella Contract awards will be subject to the approval of the District’s Chief Executive Officer. Award of Task Orders is subject to the requirements of the District’s LCRB rules, budgetary constraints, and appropriate approvals.

12. If no responsive SOQ is received in a Category of Service, or if the District determines that the SOQs received in a Category do not provide adequate coverage of the District's anticipated needs, the District may re-advertise, extend the Deadline, or proceed under the LCRB Rules.

8. Administrative Requirements

1. Communication Procedures

1.1. Solicitation process questions must be directed to the District’s Procurement Representative listed in Section 0. Questions may include clarification of documentation, errors, or protests as outlined in the Protest section. Questions may not include the status of SOQs, offers to provide additional information or detail, or post-Deadline inquiries as to the award status. Information on whether the District will conduct interviews and the notice of award will be posted to Bid Locker as soon as it is approved and available.

1.2. The requirements of this section are intended to ensure the fair and equal treatment of all Proposers. Until the District issues its Notice of Intent to Award, Proposers are prohibited from contacting the District, the City of Hillsboro, partners of the Willamette Water Supply System.

their Boards or their employees for marketing or solicitation purposes related to this solicitation.

Disregard of the requirements of this section may result in the disqualification of the Proposer.

2. Interpretations and Addenda

2.1. District may modify the RSOQ at any time prior to completing all of the steps in the procurement process, by issuing a written Addendum to all Proposers who are participating in the process at the time the Addendum is issued. Addenda will be numbered consecutively. Changes to the RSOQ will only be made by Addendum. All corrections, clarifications, or substitutions made by District in writing shall be final and binding on the successful Consultant(s).

2.2. Proposers are responsible for obtaining any Addenda from Bid Locker.

2.3. If necessary, interpretations or clarifications in response to questions will be issued by Addenda to all parties recorded as having received the solicitation documents. All questions regarding the categories of service should be addressed to the District Representative by the date specified in Section 0. Questions received past the question deadline may not be answered unless District determines, in its sole discretion, that it is in the public interest to do so. Oral and other interpretations or clarifications will be without legal effect.

3. SOQ Withdrawal. Any SOQ may be withdrawn at any time before the SOQ Deadline, by withdrawal of the SOQ from Bid Locker. Withdrawal of an SOQ will not prejudice the right of the Proposer to file a new SOQ.

4. Ownership of Documents/Inspection of Proposals/Proprietary Information

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4.1. Any material submitted by a Proposer becomes the property of the District. Subject to the provisions of the Oregon Public Records Law, all SOQs received will be available for public inspection after the Notice of Intent to award has been issued. Copies of material from or review of the SOQs may be obtained from the District by submitting a Public Records Request form (available at https://www.tvwd.org/district/page/public-records-and-meeting-law) and paying the appropriate charges pursuant to the District’s Rates and Charges in effect at the time of the request. Prepayment is required for all copies requested to be mailed.

4.2. Following the District’s issuance of its Notice of Intent to Award, responses to this RSOQ are subject to release as public information unless the response or specific information contained therein is identified as exempt from public disclosure. Proposer is advised to consult with legal counsel regarding disclosure issues.

4.3. If a Proposer believes that any portion of its SOQ contains any information that is considered a trade secret or otherwise is exempt from disclosure under Oregon Public Records Law, the Proposer must include the following on each page containing such information:

“This data is exempt from disclosure under Oregon Public Records Law pursuant to ORS 192, and is not to be disclosed except in accordance with the Oregon Public Records Law, ORS 192.410 through 192.505.”

4.4. Identifying the SOQ, in whole, as exempt from disclosure is not acceptable. Proposer is cautioned that cost information submitted in response to a solicitation is generally not considered a trade secret under Oregon Public Records Law. By signing the Certification Form as part of an offer, the Proposer is certifying that any data that is considered a trade secret or confidential information and should be exempt from disclosure has been designated as described in Section 8.4.3.

4.4.1. If the District receives a public record request and any portion of the SOQ is marked as confidential, the District will notify the Proposer, and the Proposer shall be responsible for taking those steps necessary to justify and defend its claim that the confidential information claimed to be exempt is, in fact, exempt from disclosure under the Oregon Public Records Law.

4.4.2. If the Proposer has marked the SOQ in whole as confidential or sections as confidential that are not exempt from disclosure, or if the Proposer does not take any action, the District will use its best judgement under the Oregon Public Records Law as to disclosure, Proposer will be responsible for the cost of determination of the actual confidential information or the SOQ will be released in full to the requestor and Proposer releases the District from any and all liability or claims regarding such release. All requests for public inspection of SOQs are subject to District’s public record request requirements. Any costs associated with the inspection shall be at the sole expense of the party making the request.

4.4.3. Undesignated data may be released to any person submitting a public record request.

5. Acceptance, Rejection or Cancellation of Award

5.1. This RSOQ does not constitute an offer to contract and does not commit the District to award a Contract to anyone, or to pay any costs incurred to prepare, submit or present SOQs. All costs of the solicitation process, contract negotiations, and related expenses are the responsibility of the Proposer.

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5.2. The District reserves the right to accept or reject any or all SOQs received as a result of this RSOQ and to negotiate with any qualified Proposer(s) for all or part of the requested services.

District reserves the right to waive any non-material informality or irregularity in any SOQ.

5.3. The District also reserves the right to delay, suspend or cancel all or part of this RSOQ at any time before a Contract is signed, for any reason determined by the District to be in the public interest.

5.4. Acceptance of an SOQ and award of Task Orders are subject to budget approval, appropriation or budgetary constraints.

6. Contract. The Consultants selected will be asked to enter into the Umbrella Contract attached to this RSOQ. Submission of an SOQ constitutes acceptance of the terms of the Contract, except for any terms as submitted and included with the cover letter. Do not submit a signed copy of the Contract with your SOQ. The selected Consultants may also be asked to sign a Confidentiality Agreement.

7. Protest Procedures

7.1. District’s Local Contract Review Board (LCRB) has adopted its own public contracting rules (Rules) and is not subject to the attorney general’s model public contracting rules. District’s LCRB Rules have opportunities for Proposers to protest at many points in the procurement process. This section only contains a brief summary of the deadlines for filing protests; it does not identify the conditions required to file a protest or the information required to be included in the protest. Copies of the District’s LCRB Rules containing the protest process may be obtained by contacting the District’s Procurement Representative specified in Section 0.

7.2. All protests must be delivered to the District in writing by the time indicated. The written protest must:

7.2.1. Be delivered to the District’s Procurement Representative by email.

7.2.2. Reference the title of the solicitation documents.

7.2.3. Identify the prospective Proposer’s name and contact information.

7.2.4. Be signed by an authorized representative.

7.2.5. State the reason or grounds for the protest, as required for the type of protest.

7.2.6. Be received by the District’s Procurement Representative by the time indicated for the type of protest. The District will not consider a prospective Proposer’s protest if it is submitted after the established time period.

7.3. Specifications Protest. Under the District’s rules, prospective Proposers must deliver a protest of specifications to the District in writing no later than seven calendar days prior to the due date for SOQs. In addition to the requirements of Section 8.7.2, the written protest must also state the reason or grounds for the protest, including:

7.3.1. A detailed statement of the legal and factual grounds for the request or protest;

7.3.2. A description of the resulting prejudice to the prospective Proposer; and

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7.3.3. A statement of the form of relief requested or any proposed changes to the Specifications.

7.4. Solicitation Protest. Under the District’s rules, prospective Proposers may submit a written protest of anything contained in the solicitation documents, including but not limited to the solicitation process, Specifications, Scope of Work and the Contract. This is a prospective Proposer’s only opportunity to protest the provisions of the solicitation documents, except that a Proposer may protest the award as provided below. Prospective Proposers must submit a written protest to the District not less than 14 calendar days prior to the due date of the solicitation. In addition to the requirements of Section 8.7.2, the written protest must also state the reason or grounds for the protest, including:

7.4.1. The grounds that demonstrate how the procurement process is contrary to law or unnecessarily restrictive, is legally flawed or improperly specifies a brand name;

7.4.2. Evidence or documentation that supports the grounds on which the protest is based;

and

7.4.3. Relief sought.

7.4.4. State the desired changes to the procurement process or the solicitation document provisions that the prospective Proposer believes will remedy the conditions that were the basis of the protest.

7.5. Award Protest. Affected or aggrieved Proposers will also have an opportunity to protest the District’s Notice of Intent to Award, which the District will post on Bid Locker. The District’s Procurement Representative must receive the written protest within seven calendar days of the date the Notice of Intent to Award is issued. In addition to the requirements of Section 8.7.2, the written protest must also state the reason or grounds for the protest, including:

7.5.1. Why the affected or aggrieved Proposer is the lowest responsive, responsible bidder, the highest-ranked Proposer, or scored within the competitive range to move to the next phase of a multi-phase solicitation.

8. The District will not consider a Proposer’s protest if it is submitted after the established time period.

A Proposer must exhaust all administrative remedies before seeking judicial review of the District’s Proposer selection or Contract award decisions.

9. The Notice of Intent to Award will constitute a final decision of the District to award a Contract if no written protest of the award is filed.

9. Proposal Forms Exhibit A: Proposer Representations and Certifications

Exhibit B: Coverage Matrix

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EXHIBIT A PROPOSER REPRESENTATIONS AND CERTIFICATIONS

Failure of the Proposer to complete and sign this form may result in rejection of the submitted offer.

The undersigned, having full knowledge of the specifications for the goods or services specified herein, offers and agrees that this proposal will be valid for at least 90 calendar days after the date proposals are due, and if accepted, to furnish any and/or all goods or services as described herein at the prices and within the time specified.

ASSURANCES

Proposer attests that:

1. The person signing this offer is a duly authorized representative of Proposer, has been authorized by Proposer to make all representations, attestations, and certifications in this proposal and all Addenda, if any are issued, and has the power and authority to enter into and perform the Contract and that the Contract, when executed and delivered, will be a valid and binding obligation of Proposer and…