biddoc.pdf

PAGOSA SPRINGS SANITATION GENERAL IMPROVEMENT DISTRICT

WASTEWATER

TREATMENT FACILITY

Owner’s Advisor

Request for Qualifications & Proposal

September 28, 2026

Request for Qualifications/Proposal Pagosa Springs Sanitation General Improvement District

RFQ/P 2026-PW-05

Pagosa Springs Sanitation General Improvement District

551 Hot Springs Blvd.

PO Box 1859

Pagosa Springs, CO 81147

REQUEST FOR QUALIFICATIONS AND PROPOSAL

Owner’s Advisor Services for new Wastewater Treatment Facility

Issue Date: 09/28/2026

RFQ/P Number: 2026-PW-05

Contact: Project Manager - Kyle Rickert

Submissions Must Be Received by: October 19, 2026, by 5:00 PM MST

Questions Must Be Received by: October 12, 2026, by 5:00 PM MST

ADMINISTRATIVE INSTRUCTIONS

The Pagosa Springs Sanitation General Improvement District is requesting a Statement of Qualifications and Proposal (RFQ/P) for Owners Advisor Services for the Town of Pagosa Springs’ new Wastewater Treatment Facility Project. Proposals will be received and registered on October 19, 2026, 5:00 PM through Rocky Mountain Bidnet. Late proposals will not be accepted and it is the responsibility of the proposers to ensure that proposals (including signed addenda) are submitted to the Rocky Mountain Bidnet portal by 5:00 PM on the date listed above.

Complete RFQ/P packets can be downloaded from Rocky Mountain Bidnet https://www.bidnetdirect.com/private/buyer/solicitations/9748018158. A link can be found on the Town’s web page at https://www.pagosasprings.co.gov/ under Business & Development, Purchasing – Bids & RFPs. Addenda will be posted to the Rocky Mountain Bidnet listing and it is the proposer’s responsibility to download, review, sign, and include addenda with their proposal.

The Owner reserves the right to accept or reject any or all proposals, to waive irregularities and/or informalities and to disregard all non-conforming, non-responsive, unbalanced or conditional proposals.

The Town of Pagosa Springs complies with all Equal Opportunity requirements. All qualified proposers will receive consideration without regard to race, creed, color, national origin, sex, marital status, religion, ancestry, mental or physical handicap or age.

https://www.bidnetdirect.com/private/buyer/solicitations/9748018158 http://www.cityofmontrose.org/bids.aspx https://www.pagosasprings.co.gov/

GENERAL TERMS AND CONDITIONS

These General Terms and Conditions apply to all Offers made to the Pagosa Springs General Improvement District (hereafter "Owner") by all prospective vendors/proposers (herein after referred to as "Consultant") regarding Owner Solicitations including, but not limited to, Invitations to Bid, Requests for Proposals, Requests for Quotes, and Requests for Qualifications.

A. CONTENTS OF PROPOSAL

1. Consultants shall thoroughly read the project requirements and specifications, and shall examine any drawings and documents, which may be incorporated into the RFQ/P documents. As RFQ/P documents frequently change for each Solicitation, veteran Consultants shall not assume that this Solicitation contains the same terms and conditions that were supplied in prior Solicitations. The Owner is not obligated to identify either minimal or substantial modifications to RFQ/P documents.

2. Consultants shall make all investigations necessary to thoroughly inform themselves regarding the plant and facilities affected by the delivery of services, materials, and equipment as required by the RFQ/P conditions. No plea of ignorance by the Consultant of conditions that exist, or may hereafter exist, because of failure to fulfill the requirements of the contract documents, will be accepted as the basis for varying the requirements of the Owner or the compensation to the Consultant.

3. Consultants are advised that all Owner contracts are subject to all legal requirements contained in Town Ordinances and State and Federal Statutes governing purchasing activities.

4. Consultants are required to state the exact intentions of their offer to the Owner via this Solicitation and must indicate any variances to the terms, conditions, and specifications of this Solicitation, no matter how slight. If variations are not stated in the Consultant's Proposal, it shall be construed that the Consultant's Proposal fully complies with all conditions identified in this Solicitation.

B. CLARIFICATION AND MODIFICATION OF RFQ/P SOLICITATION

1. Apparent silence or omissions within this RFQ/P Solicitation regarding a detailed description of the materials and services to be provided shall be interpreted to mean that only the best commercial practices are to prevail and that only materials and workmanship of first quality are to be used.

2. If any Consultant contemplating submitting a Proposal under this Solicitation is in doubt as to the true meaning of the specifications, the Consultant must submit a written e-mail request for clarification to the Owner's Contact. The Consultant submitting the request will be responsible for ensuring that the Owner receives the request at least seven (7) calendar days prior to the scheduled proposal closing or as noted in the special conditions.

3. Any official interpretation of the Proposal Solicitation must be issued in writing by the Owner’s Contact who is authorized to act on behalf of the Owner, or by the Owner's Legal Department. The Owner shall not be responsible for other interpretations offered by employees of the Owner who are not authorized to act on behalf of the Owner for this project.

4. If necessary, the Owner may issue a written addendum to clarify or inform of substantial changes, which affect the technical submission of submitted Proposals. Addenda will be posted to the Rocky Mountain Bid Net listing and it is the Consultant's responsibility to download addenda. The Consultant shall certify its receipt of the addendum by signing the addendum and returning it with its Proposal. In the event of a conflict with the original RFQ/P Solicitation documents, addenda shall supersede all other documents to the extent specified. Subsequent addenda shall govern over prior addenda only to the extent specified.

C. PRICING, COLLUSION, AND TAXES

1. Current Prices. Proposals must be fixed and firm unless stated otherwise in the RFQ/P Solicitation.

2. Discounts. Discounts shall not be considered in determining the lowest net cost for Proposal evaluation purposes. Payment terms shall be as set forth in any contract executed between the Owner and the Consultant. Payment by the Owner is deemed to be made on the date of the mailing of the check, or as otherwise set forth in any contract executed between the Owner and the Consultant.

3. Collusion. The Consultant, by affixing its signature to this Proposal, certifies that its Proposal is made without previous understanding, agreement, or connection either with any persons, or entities offering a Proposal for the same items, or with the Owner. The Consultant also certifies that its Proposal is fair in all respects, without outside control, collusion, fraud, or otherwise illegal action. To ensure integrity of the Owner's public procurement process, all Consultants are hereby placed on notice that any and all Consultants who falsify the certifications required in conjunction with this section shall be prosecuted to the fullest extent of the law.

4. It shall be understood and agreed that Proposal Offers submitted by persons and entities are done so independently of any other offers, and that Consultants will not knowingly participate in solicitations where there exists a conflict of interest with their entity and a member of Owner’s staff or their immediate family.

5. Taxes. Consultants will neither include Federal, State, nor applicable Local excise or sales taxes in proposal prices, as the Owner is exempt from payment of such taxes. The Colorado Department of Revenue, Certification of Exemption for Colorado State Sales/Use Tax account number for the Pagosa Springs Sanitation General Improvement District is 26-3136474. An exemption certificate will be provided, where applicable, upon request.

D. PREPARATION AND SUBMISSION OF PROPOSAL

1. The Proposal must be typed or legibly printed in ink. The use of erasable ink is not permitted. All corrections made by the Consultant must be initialed in ink by the Consultant or its lawful agent.

2. Proposals must contain a manual signature of an authorized agent of the Consultant in the space provided on the Proposal Form. If the Consultant or its lawful agent fails to sign the Proposal Form, its Proposal shall be considered non-responsive and ineligible for award.

3. Unit prices shall be provided by the Consultant on the Proposal Form when required in conjunction with the prescribed method of award. The Consultant shall enter "No Proposal" for each item where a unit price will not be offered. Where there is a discrepancy between the unit price and the extension of prices, the unit price shall prevail.

4. The delivery and/or completion date(s) provided by the Consultant, if required, must be stated in calendar days, following receipt of order/contract or official notice to proceed.

5. All information and supplemental documentation required in conjunction with this RFQ/P shall be furnished by the Consultant with its Proposal. If the Consultant fails to supply any required information or documents, the Owner, at its sole discretion, may consider the Proposal nonresponsive.

6. The accuracy of the Proposal is the sole responsibility of the Consultant. No changes in the Proposal shall be allowed after the submission deadline, except when the Consultant can show clear and convincing evidence that an unintentional factual mistake was made, including the nature of the mistake and the price intended.

7. The Proposal Form shall be enclosed in a sealed electronic bid submission and addressed to the Owner. The submission shall clearly identify the proposal number and title when submitted to the Owner. The Consultant shall also include its name and address on the proposal submission.

8. The Owner's Proposal Form, which is attached to this RFQ/P Solicitation, must be used when the Consultant is submitting its Proposal. The Consultant shall not alter this form unless instructed to do so in writing by the Owner. Failure to use the Owner's Proposal Form may result in the Proposal being considered non-responsive.

9. Proposals in response to formal RFQ/P Solicitations will not be accepted by facsimile. Only signed electronic or written Proposals will be considered responsive, and eligible for possible award.

Consultants shall provide Proposal Forms, Statement of Work/Technical Offer Section, Special Conditions, Specifications and Pricing Form, and any other mandatory submittals with the proposal.

10. Consultants who qualify their Proposals by including alternate contractual provisions should be aware that the Owner does not negotiate the terms of its contracts and will ordinarily declare such Proposals non-responsive. Once bids have been opened, the Owner shall not consider any subsequent submissions of alternate terms and conditions.

11. Insurance certificates are required after a Notice of Award has been issued. Costs for additional coverage must be accounted for in the Consultant's Proposal cost.

12. Proposals received after the submission due date and time prescribed for the solicitation shall not be considered.

E. VENDOR APPLICATION AND RETENTION ON CONSULTANTS' LIST

The Owner does not maintain a consultant's list.

Register to receive an automated email notification of new bids by visiting Rocky Mountain Bid Net:

F. MODIFICATION OWNER’S REPRESENTATIVE WITHDRAWAL OF LEGITIMATE OFFERS

1. Consultant offers may be modified in the form of an official electronic notice and must be received prior to the due time and date set forth in the RFQ/P Solicitation. Each modification submitted must have the Consultant's name and return address and the applicable proposal number and title clearly marked on the electronic submission. If more than one modification is submitted, the modification bearing the latest date of receipt by the Owner will be considered the valid modification.

2. Bids may be withdrawn prior to the due time and date set for the Solicitation, provided it be in the form of an official, authorized written request.

3. Proposals may not be modified or withdrawn after the due date and time set for the Proposal opening for a period of ninety (90) calendar days. If a Proposal is modified or withdrawn by the Consultant during this ninety (90) day period, the Owner may, at its option, place the Consultant on suspension and may not accept any further Proposals from the Consultant for a period set by the Owner following the Consultant's modification or withdrawal of its Proposal. The Owner may reject a Proposal, in whole or in part, as set forth in the Pagosa Springs Sanitation General Improvement District Municipal Code and the Town's Procurement Manual.

G. EVALUATION OF PROPOSALS

1. Proposals shall be evaluated based upon their responses to the questions and requests for information in this RFQ/P Solicitation and based upon whether and to what degree they comply with the instructions set forth herein. Thoroughness, accuracy, veracity, and professionalism in the responses shall be taken into account.

2. The Owner may, at its sole and absolute discretion:

a. Reject any and all, or parts of any or all, Proposals submitted by prospective Consultants;

b. Re-advertise this Solicitation;

c. Postpone or cancel the Proposal process for this Solicitation;

d. Waive any irregularities or technicalities in proposals received in conjunction with this

Solicitation;

e. Determine the criteria and process whereby Proposals are evaluated and awarded.

3. A Proposal may not be accepted from, nor any contract be awarded to, any person or entity which is in arrears to the Owner upon any debt or Contract or which is in default as surety or otherwise upon any obligation to the Owner.

4. No Contract shall be awarded to any person or entity which has failed to perform faithfully any previous contract with the City, the State or Federal government for a minimum period of one (1) year after said previous Contract was terminated for cause.

5. A Proposal may not be accepted from, nor any Contract awarded to, any person or entity, which has pending litigation against the Owner at the date and time of the Proposal Opening.

H. AWARD OF CONTRACT

1. The Owner's Contact is authorized to handle initial contacts regarding any protest of the solicitation or award of an Owner’s contract, or any claim arising out of the performance of the Owner’s contract, with the Town Manager's approval. Any actual or prospective Consultant or Contractor who has a grievance in connection with the solicitation or award of a contract shall first seek resolution of the matter with the Owner's Contact.

2. If the Town Manager or Owner designee does not, within thirty (30) days after receiving a protest, or within such longer period as may be agreed upon by the parties, issue a written decision on the protest or make a determination that award of the contract is necessary, the protest shall be considered denied.

3. By law, the Owner reserves the right to accept or reject any or all proposals, or any combination of them, and to waive any informality or irregularity in the request for proposal and qualifications.

4. Successful Consultants shall comply with all local, state, and federal directives, ordinances, rules, orders, and laws as applicable to, and affected by, the Proposal.

5. No Consultant shall be excluded from consideration for award in conjunction with this solicitation based on race, color, creed, national origination, handicap, or sex, or be subjected to discrimination under any contractual award administered by the Owner.

I. CONTRACTUAL OBLIGATIONS

1. In order to ensure the efficient utilization of tax dollars, successful Consultants shall comply with all contractual obligations contained in the Contract Documents, as set forth in the contract signed by the Owner and Consultant. A sample contract that Consultant will be expected to sign is supplied with these RFQ/P Documents.

SPECIAL CONDITIONS

A. PRE-SUBMITTAL CONFERENCE

There will not be a Pre-Submittal Conference.

B. CONTACT PERSON

During the course of this request process, from issuance until a recommendation for award, Consultants shall not initiate contact related to this request with anyone other than the officially designated individual:

For this Request for Qualifications and Proposal the contact is:

Kyle Rickert Town of Pagosa Springs - Project Manager Phone: 970-585-8667 Email: krickert@pagosasprings.co.gov

Failure to abide by this requirement may result in disqualification from further participation in this process.

C. QUESTION DEADLINE

All questions regarding this RFQ/P shall be directed by email to Kyle Rickert at krickert@pagosasprings.co.gov. All inquiries shall clearly identify the name of the firm and the authorized representative, the RFQ/P number and Title and a method or address to which the responses shall be made.

The deadline for receipt of questions from Consultants in regards to this RFP/Q is October 12, 2026 at

5:00 PM MST.

Responses will be prepared by the Owner in an addendum and published on the Rocky Mountain Bidnet listing: https://www.bidnetdirect.com/private/buyer/solicitations/9748018158. The responses in writing are the only official answers.

D. SUBMITTAL INSTRUCTIONS

The Owner desires to receive a clear, concise, economical presentation of the vendor's proposal.

Consultants shall submit the following with their proposal:

1. One original of the signed proposal forms

2. One original of the technical proposal narrative

3. One original of the Qualifications Packet.

4. One original of the signed proposal addenda.

5. One original of the Fee Schedule Packet.

Submit items 1-4 in a sealed electronic submission with the consultant’s name, RFQ/P number, and project name clearly written on the submission. Submit item 5 in a separate sealed electronic submission with the consultant’s name, RFQ/P number, and project name on the electronic submission. Failure to submit a proposal in the manner indicated may be cause for it to be considered 'non-responsive' and ineligible for consideration and subsequent award.

Item 5 will be submitted in a separate sealed electronic submission and will only be opened for the short-listed 3-5 firms that are selected for the interview process.

PROPOSAL FORM - PAGE 1

SUBMITTED BY:

Company Name: ____________________________________________________________________

Address: ____________________________________________ City: _________________________

State: ______________________ Zip: __________________

Phone: ____________________ Fax: _________________ Email:___________________________

CERTIFICATION: (if a Submission is Offered):

The undersigned hereby affirms that:

• He/she is a duly authorized agent of the Consultant;

• He/she has read the General Terms and Conditions, the Special Conditions and any technical specifications that were made available to the Consultant in conjunction with this Proposal and fully understands and accepts these terms unless specific variations have been expressly listed on the Proposal Form;

• The Submission is being offered independently of any other Consultant and in full compliance with the collusive prohibitions specified in the General Terms and Conditions of this solicitation; and

• The Consultant will accept any awards made to them as a result of this Solicitation for a minimum of ninety (90) calendar days following the date and time of the RFQ/P opening.

By: ___________________________________________________ __________________________ Manual Signature of Agent Date

Typed/Printed Name of Agent Title of Agent

Include Original with Submission

Affix Manual signature of authorized agent.

PROPOSAL FORM - PAGE 2

Company Name: ____________________________________________ VARIATIONS:

The Consultant shall identify all variations and exceptions taken to the General Terms and Conditions, the Special Conditions, and any Technical Specifications in the space provided below; provided, however, that such variations are not expressly prohibited in the Proposal documents. For each variation listed, reference the applicable section of the proposal document. If no variations are listed here, it is understood that the Consultant's Proposal fully complies with all terms and conditions. It is further understood that such variations may be cause for determining that the Proposal is non-responsive and ineligible for award:

Page #: __________Item # of Section: ___________________________________

Variance

Page #: __________Item # of Section: ___________________________________

Variance

Page #: __________Item # of Section: ___________________________________

Variance

Page #: __________Item # of Section: ___________________________________

Variance

STATEMENT OF WORK

PART 1 – GENERAL ITEMS

I. OWNER’S SELECTION SCHEDULE

RFQ/P Available 9/28/2026 Deadline for RFQ/P Questions 10/12/2026 @ 5:00 p.m.

RFQ/P Clarification Responses 10/14/2026 RFQ/P Closing 10/19/2026 @ 5:00 p.m.

The Dates for the following five items are approximate;

Interview Invitations sent to Short-Listed Consultants 10/26/2026 Interviews in person or via video conferencing 10/28/2026 - 10/29/2026 Town Council Vote Final Recommendation 11/3/2026

II. BACKGROUND

The Pagosa Springs Sanitation General Improvement District (PSSGID) (Owner) is beginning the process of building a new wastewater treatment facility (WWTF) that will accommodate up to 1 million gallons per day of wastewater processing. The WWTF will be designed to handle future nutrient regulations and site-specific regulations. The site of the new facility will be approximately 12 acres in the south of Yamaguchi Park, adjacent to the San Juan River. The Town of Pagosa Springs is requesting proposals to obtain a qualified representative to assist the Owner throughout the entire project which is estimated at 5-7 years.

III. RFQ/P OBJECTIVE

The purpose of this RFQ is to solicit a qualified Owner Advisor (Consultant) to contract with the Owner and also work closely with the Pagosa Springs Sanitation General Improvement District to provide customary owner’s advisor services for the Construction Manager at Risk (CMAR) procurement, design and engineering, preconstruction, and construction phases of the project.

IV. QUALIFICAITIONS SUBMITTAL REQUIREMENTS

Organize your Qualifications Submittal using the following outline. Please separate each section with dividers or tabs using the appropriate section labels. No fees shall be included in the Qualifications Submittal.

SECTION 1 – LETTER OF INTEREST

A maximum two-page letter of interest that includes a synopsis of the consultant’s firm, business principals, distinguishing characteristics, approach to completing this project, primary contact information, and signed by the principal-in-charge.

SECTION 2 – EXPERIENCE AND QUALIFICATIONS

Please address each criterion listed below as it relates to your firm’s relevant experience and qualifications.

1. Identify the individual who will be the main point of contact and the team responsible for providing services for the duration of the project. Consultant shall not change or substitute these individuals without prior approval. The Owner reserves the right to determine the acceptability of these individuals.

2. The Owner is looking for an Owner’s Advisor that is close enough in proximity to Pagosa Springs that on-site meetings and site visits during pre-construction and construction are made a priority.

3. Provide all team members with experience and responsibilities, including resumes. Provide background information including education, professional titles, related qualifications and specific roles in past projects.

4. Describe your firm’s past experience with providing Owner’s Advisor services, highlighting any projects of similar size and scope to the proposed project.

5. Provide your firm’s project organization structure and responsibilities.

6. How does your firm provide an in-depth cost evaluation of proposals, fees and budgets?

7. Show your ability/approach to organize, develop and maintain project schedules.

8. The project intends to use a Construction Manager at Risk (CMAR) approach. Describe your firm’s knowledge and experience with this integrated design process. Note the benefits you think this procurement method provides for this project.

9. Describe your firm’s knowledge and history of wastewater treatment facility design, engineering, and construction.

10. Describe your firm’s understanding of commissioning, measurement and verification.

11. Describe your firm’s understanding of the Owner, its organization and leadership.

12. Based on your current workforce and staffing in addition to the number of projects your firm currently has under contract or in negotiation, does your firm have the capacity to complete this project? What percentage of your firm is currently involved in other projects?

13. During the term of this Agreement, the Consultant shall purchase and maintain, at its own cost and expense, Workers’ compensation insurance, Employer’s liability insurance, and Commercial General liability insurance according to State Laws and The Town of Pagosa Springs’ Procurement Policy.

14. Demonstrate ability to manage and develop a master budget and maintain it accurately throughout the project to ensure a quality project is delivered within budget.

15. Demonstrate working knowledge in some or all disciplines including architectural design, structural engineering, mechanical engineering, electrical engineering, civil engineering, roof design and maintenance, construction cost estimating, facility management and maintenance, information technology (word, excel, accounting). Indicate which disciplines you are knowledgeable and have expertise and/or experience.

16. Provide a description of any lawsuits, claims, or legal disputes involving your firm or arising from projects on which your firm has worked. Include the nature of the lawsuit or claim, the parties involved, the current status, and the resolution, if applicable.

17. Describe understanding of Bonding, Permitting and Insurance requirements for wastewater treatment facility construction.

18. Identify any other unique challenges/ approaches that you have experienced that will assist the Owner with a successful project.

19. Describe your firm’s process for minimizing Owner’s risk throughout a project.

20. What does your firm propose as oversight to ensure a safe construction site?

21. Assisting the owner with payment requests is an important role in this project. The requirements for this project include obtaining accurate invoices from consultants and vendors and providing complete and accurate draw requests to the owner. The Owner’s Advisor will be submitting the funding request to the owner for approval and responding to questions from the owner for clarification or inaccuracies. Please explain your experience regarding pay authorizations, the expectations you will set for your firm and for the consultants, contractors and vendors to ensure timely payment, and any lessons learned from past projects.

22. Please explain your firm’s role in construction administration, including the observations and reporting your firm will complete for the project on behalf of the owner. Please provide a sample of an Owner’s Advisor field report from your firm.

23. Please provide an example of how your firm has worked through a difference of opinion or conflict that arose during a major decision on a previous project. Describe the approach taken to resolve the issue and achieve a successful outcome.

SECTION 3 – SCOPE OF SERVICES

The Owner’s Advisor is expected to act on the Owner’s behalf in conjunction with the WWTF CMAR procurement, design and engineering, construction, and technical consultation in overseeing the project through completion into operation. The Consultant’s proposed scope of services should include, but is not limited to, each item listed below. Please provide a narrative of your approach to providing the services, and explicitly identify any additions or exclusions. When appropriate, include the number of meetings, site visits, etc., and any other pertinent descriptions that clearly identify services included in the proposal.

Phase I: Procurement of a Design & Engineering Firm

Phase I Procurement of a Design & Engineering Firm will begin immediately after the awarded Owner’s Advisor is under contract for the RFQ/P. The criteria for the Design & Engineering firm will be reviewed with the PSSGID and other key stakeholders. A Design & Engineering RFP/Q will be drafted by the Owner’s Advisor and reviewed before the advertisement for this position is released in late 2026/early 2027.

Phase II: Design & Engineering – 30% Plans

Phase II Design & Engineering through 30% Plans will develop the plans for the WWTF with the PSSGID and other key stakeholders based on the projected effluent limits, wastewater characteristics, receiving-water requirements, regulatory requirements, treatment technology, site conditions, reliability and redundancy, and budget. The Owner’s Advisor will not be responsible for attending regular design meetings but will participate in meetings at key project milestones. This phase of the design process will also include developing a project schedule and identifying long-lead-time equipment and materials necessary for the WWTF with the Owner’s Advisor’s oversight.

Phase III: Construction Manager at Risk (CMAR) Procurement

Phase III Construction Manager at Risk Procurement will advertise this position with an RFQ/P after the 30% design plans milestone has been met. The selected Owner’s Advisor will draft this RFQ/P for the position and work with the PSSGID and stakeholders to refine the RFQ/P before it is advertised. The selection process will include the Owner’s Advisor and they will help with contracting once the awardee is selected.

Phase IV: Design & Engineering – 90% Plans

Phase IV Design & Engineering through 90% Plans will bring the WWTF design almost to completion. The CMAR will be actively involved throughout the continued development of the plans, working collaboratively with the Design and Engineering Firm, PSSGID, and other project stakeholders. The CMAR will also be responsible for the procurement of all long-lead time equipment and materials to ensure all required items are procured and received in time to meet the construction schedule.

At the 90% plan completion milestone, the CMAR will provide a Guaranteed Maximum Price (GMP) for construction based on the plans, specifications, scope of work, and other project requirements developed to that point. The CMAR will work closely with the PSSGID and Design and Engineering Firm to review the 90% documents, validate quantities and costs, identify any remaining design or scope issues, and establish the construction price. The GMP will provide the PSSGID with greater cost certainty prior to advancing to final design and construction. If the CMAR’s GMP is above the PSSGID’s available budget, value-engineering and scope-reconciliation processes can proceed until the project reaches final design.

Phase V: Design & Engineering – Final Plans and Construction Authorization

Phase V Design & Engineering Final Plans and Construction Authorization will incorporate comments from the 90% design review. From there Plans and Specifications will be advanced to 100% Construction Documents and all required permitting is finalized. The construction schedule is finalized and the CMAR prepares for mobilization and construction.

Phase VI: WWTF Construction

Phase VI WWTF Construction will have the CMAR take primary responsibility for managing and delivering construction while the PSSGID, Owner’s Advisor, and Design & Engineering Firm provide oversight, technical support, and quality control. The Owner’s Advisor will attend regular construction meetings, conduct regular site visits, and monitor progress, schedule, GMP, quality, and compliance.

The Owner’s Advisor will review pay applications, assist with evaluating change orders and potential project risks, and help coordinate communication between the CMAR, Design and Engineering Firm, PSSGID, and other stakeholders. The Owner’s Advisor will proactively identify issues that could affect the project’s cost, schedule, quality, or successful completion.

Phase VII: WWTF Transition to Operation

Phase VII WWTF Transition to Operation will include the CMAR’s coordination with completing punch list items, final inspections, equipment startup and testing, commissioning, process startup, performance testing, operator training, and closeout documentation for construction. Following startup, facility performance will be monitored to verify that the WWTF is achieving the established design and operational requirements and to identify and resolve any issues that arise during the initial operating period.

The Owner’s Advisor will provide oversight with project close-out documentation, deficiency tracking, regulatory coordination, final document review, payment and retainage, and post-startup monitoring. After remaining issues with the facility have been rectified, final acceptance will move the facility into PSSGID operations.

Phase VIII: WWTF Operation

Phase VII WWTF Operation will have the Owner’s Advisor position shifting to periodic once final acceptance has been completed and the PSSGID will run operations after this point. The Owner’s Advisor may be contacted for limited oversight matters with performance-monitoring, warranty-support, and final project close-out.

SECTION 4 – PROJECT SCHEDULE

Explain and demonstrate your capabilities and capacity to create a schedule and the ability to complete the project within the estimated timeframe. Provide examples of schedules from prior similar projects.

SECTION 5 – REFERENCES

Provide a comprehensive list of ALL wastewater treatment facilities and/or sanitary sewer projects completed or begun within the last 5 years, with contact information, along with a project description. Identify in the reference list which projects this team has performed collectively. The Owner reserves the right to check additional references beyond those provided in the submittal.

References will be checked between 10/26/2026 and 11/3/2026. It is recommended that all applicants notify references to facilitate a quick turnaround for the final selection process.

V. FEE SCHEDULE SUBMITTAL REQUIRMENTS

Consultants shall prepare a detailed fee proposal as outlined below. The fee proposal will be submitted in a separate sealed electronic submission with the package. Failure to provide a fee proposal, which addresses each of the items listed below, may result in disqualification from the RFQ/P process.

Detailed fee proposals shall include the following:

Breakout of fees for Phase I-VIII Services;

Hourly rates for Owners Advisor services provided in all phases;

Confirmation that all scope items from the original RFQ/P will be addressed;

Any exclusions with explanations;

Number of hours anticipated;

Number of personnel anticipated;

Other resources;

How the resources are to be used;

Breakout of anticipated reimbursables;

Hourly rates for all personnel involved in the project;

A minimum of 1-2 site visits per week during the Construction phase of the project;

Breakout of fees for any non-required scope proposed;

The fee is anticipated to include all costs including reimbursables for the project. The awarded Owner’s Advisor firm will provide a guaranteed maximum price for the construction phase at final design. The owner will review all sealed and submitted fees from consultants. The owner reserves the right to negotiate the fee with the finalist Consultant.

If the selected finalist Consultant’s fee exceeds the Owners budget and/or if subsequent negotiations with the selected finalist Consultant are unsuccessful, the Owner reserves the right to negotiate with the next highest-scoring Consultant.

VI. SUBMITTAL REVIEW & SELECTION PROCESS

The selection process consists of the following phases: RFQ Review, Committee selection of a short-list of 3-5 firms, Fee Schedule Review for the selected short-listed firms, and Finalist Interviews, followed by negotiations with the finalist Consultant.

Phase 1 – RFQ/P Review

The Owner’s Selection Committee will evaluate and score the RFQ submittals based on the selection criteria listed below:

Selection Criteria Max Point Possible

Section 1: Letter of Interest. How complete and concise was the letter of interest and RFQ/P response? Was the RFQ/P well organized, with complete information responding to all of the submittal criteria?

10 points

Section 2: Experience and Qualifications. Consultant provided a detailed description of experience and qualifications package which highlighted key personnel in addition to other items as stated.

25 points

Section 3: Scope of Services. Consultant has affirmed each of the Owner’s requirements for this project and demonstrates a clear understanding of Owner's needs and clear direction toward completing scope of work.

20 points

Section 4: Project Schedule. Consultant has demonstrated capabilities and capacity to create a schedule and the ability to complete the project within the estimated timeframe. Consultant provided examples of schedules from prior similar projects.

15 points

Section 5: Proximity to Pagosa Springs. The Consultant will maintain a location within reasonable proximity to Pagosa Springs to facilitate and prioritize regular site visits and in-person project meetings.

15 points

Section 6: References. Consultant has provided a comprehensive project list with contact information for projects completed over the last five years.

15 points

Total Points 100 points

Phase 2 – Fee Schedule Review

The Owner’s Selection Committee will review the Fee Schedules.

Phase 3 – Finalist(s) Interview

An interview invitation will be sent out to the top three to five scoring Consultants based upon the RFQ/P submittal scores. The invitation will explain the interview requirements and provide the time and location of the interview. All interviews will occur on October 28th and 29th, 2026 between 9:00 a.m. and 5:00 p.m. In person interviews are preferred but video conferencing is acceptable. The purpose of the interview is to ensure a full understanding of the RFQ/P responses and to introduce key members of the Owner’s team.

The interviews will consist of a short presentation followed by a longer period for questions and answers. During the short presentation, the lead consultant for the project should be identified along with members of the Owner’s team. Please note team members that will not be directly working on the project are not invited to the oral interviews.

The final Consultant will be determined based on the selection score criteria and the interview.

VII. Acceptance and Rejection

After the final selection has been made, the Owner may provide a summary of scores and a decision memorandum upon request.

The Owner reserves the right to select any or reject any and all proposals in their best interest.

The Owner also reserves the right to reject any or all Consultants as unqualified, including without limitation the right to reject any or all nonconforming, nonresponsive, unbalanced, or conditional qualifications. The Owner also reserves the right to re-solicit, waive all informalities not involving price, time, or changes in the work, and to negotiate contract terms with the apparent successful proposer.

The Owner is not responsible for cost incurred in preparation of this proposal. Proposals will not be returned and become the property of the Owner once submitted, which could be publicly shared. By submitting a proposal all Consultants agree to the terms and conditions of this RFQ/P and the RFQ/P will become part of the awarded Consultant’s contract. The selected finalist Consultant will be responsible for submitting a draft agreement to be used for this project. The Owner’s legal council will review the agreement and negotiate terms prior to commencement of work.

As a condition of acceptance, and to avoid conflicts of interest, the selected Owner’s Representative will not be permitted to submit proposals for additional consulting or contracting work on this project, regardless of qualifications.

END OF SECTION

(SAMPLE)

SERVICES AGREEMENT

BETWEEN

Town of Pagosa Springs and

Selected Owner’s Advisor Firm

CONTRACT NO.: 2026-PW-##

RE: PSSGID Wastewater Treatment Facility Owner’s Advisor

THIS SERVICES AGREEMENT (“Agreement”) is made and entered into the most recent day and year set forth below by and between TOWN OF PAGOSA SPRINGS, a municipal corporation and political subdivision of the State of Colorado (“Owner”), whose mailing address P.O. Box 1859, Pagosa Springs, CO 81147, and ________________ (“Contractor”), whose mailing address is______________________.

The Owner and the Contractor are sometimes referred to herein individually as a “Party” and collectively as the “Parties.”

WITNESSETH:

In consideration of the mutual covenants and obligations herein expressed, it is agreed by and between the Parties as follows:

1. Scope of Services. The Contractor agrees to provide Owner’s Advisor services, as further described in Exhibit A , attached hereto and incorporated herein by this reference (“Scope of Services”). All provisions of Exhibit A, including without limitation any terms and conditions included therein, shall be subject to the provisions of this Agreement. In the event of a conflict or inconsistency between a provision in the body of this Agreement and a provision in Exhibit A or any other exhibit or schedule attached hereto, the provision in the body of this Agreement shall control.

2. Time of Commencement and Completion of Services. The services to be performed pursuant to this Agreement shall be initiated no later than the date of this signed contract. Any modifications to such deadlines must be agreed upon in writing by the Parties prior to the applicable deadline.

3. Early Termination by Owner. Notwithstanding the time periods contained herein, the Owner may terminate this Agreement at any time without cause by providing

4894-0254-9850, v. 2 written notice of termination to the Contractor. Such notice shall be delivered at least three

(3) days prior to the termination date contained in said notice unless otherwise agreed in writing by the Parties. In the event of any such early termination by the Owner, the Contractor shall be paid for services rendered prior to the date of termination, subject only to the satisfactory performance of the Contractor’s obligations under this Agreement.

Contractor understands and agrees that such payment shall be the Contractor’s sole right and remedy for such termination.

4. Suspension. Without terminating this Agreement or breaching its obligations hereunder, the Owner may, at its convenience, suspend the services of the Contractor by giving the Contractor written notice one (1) day in advance of the suspension date. Upon receipt of such notice, the Contractor shall cease its work in as efficient a manner as possible so as to keep its total charges to the Owner for services under this Agreement to the minimum, but in no circumstance later than three (3) business days after receipt of the notice of suspension. No work shall be performed during such suspension except with prior written authorization by the Owner Representative (as defined below). If a suspension is still in effect thirty (30) calendar days after the Contractor’s receipt of the notice of suspension, the Contractor may terminate this Agreement by providing the Owner with written notice of termination. Upon the Owner’s receipt of such notice of termination from Contractor, this Agreement will be deemed terminated.

5. Compensation. In consideration of the services to be performed pursuant to this Agreement, the Owner agrees to pay the Contractor the amounts set forth in Exhibit A . Total compensation shall not exceed ____________________($####). The Owner shall provide no benefits to the Contractor other than the compensation stated above. The Contractor shall bill its charges to the Owner periodically, but no more frequently than once a month.

6. Qualifications on Obligations to Pay. No partial payment made by the Owner shall be considered final acceptance or approval of that part of the Scope of Services paid for or shall relieve the Contractor of any of its obligations under this Agreement.

Notwithstanding any other terms of this Agreement, the Owner may withhold any payment (whether a progress payment or final payment) to the Contractor if any one or more of the following conditions exists:

(a) The Contractor is in default of any of its obligations under this Agreement, including without limitation the obligation to maintain insurance and provide Certificates of Insurance to the Owner in accordance with Section 13 (Insurance).

(b) Any part of such payment is attributable to services that are not performed in accordance with the terms of this Agreement and its associated exhibit(s).

The Owner will pay for any portion of the services performed in conformance with this Agreement and its associated exhibit(s).

(c) The Contractor has failed to make payments promptly to any third-party used to perform any portion of the services hereunder, subject to Paragraph 9, for which the Owner has made payments to the Contractor.

7. Owner Representative. The Owner will designate, prior to commencement of work, its project representative (the “Owner Representative”) who shall make, within the scope of his or her authority, all necessary and proper decisions with reference to the Scope of Services. All requests for contract interpretations, change orders, and other clarification or instruction shall be directed to the Owner Representative.

8. Independent Contractor. The Contractor agrees that the services to be performed by the Contractor are those of an independent contractor and not of an employee of the Owner. The Contractor is obligated to pay federal and state income tax on any moneys earned pursuant to this Agreement. Neither the Contractor nor its employees, if any, are entitled to workers’ compensation benefits from the Owner for the performance of the services described in this Agreement.

9. Assignment. The Contractor shall neither assign any responsibilities nor delegate any duties arising under this Agreement to a third party without the prior written consent of the Owner, which may be granted or denied in Owner’s sole discretion.

10. Standard of Care. The Contractor shall perform the services hereunder at or above the standard of care of those in its profession or industry providing similar services in the Owner’s local area; provided, however, that in the event the standard of care is higher in the local area where the Contractor’s office primarily responsible for providing the services is located, then the standard of care applicable to the local area where the Contractor’s office is located shall be applicable to such services.

11. Accuracy of Work. The Contractor shall correct any errors or deficiencies in the Contractor’s services of which it becomes aware promptly and without additional compensation unless such corrective action is directly attributable to errors or deficiencies in information furnished by the Owner. The Owner’s approval of the Contractor’s services shall not diminish or release the Contractor’s duties or obligations hereunder, since the Owner is ultimately relying upon the Contractor’s skill and knowledge to perform the Scope of Services. The obligations contained in this Section 11 shall survive for a period of five (5) years following termination or expiration of this Agreement.

12. Duty to Warn. The Contractor agrees to call to the Owner’s attention errors in any drawings, plans, sketches, instructions, information, requirements, procedures, invoices, pay requests, and other data supplied to the Contractor by the Owner or a third-party that it becomes aware of and believes may be unsuitable, improper, or inaccurate in a material way. However, the Contractor shall not independently verify the validity, completeness, or accuracy of such information unless otherwise expressly engaged to do so by the Owner. Nothing shall detract from this obligation unless the Contractor advises the Owner in writing that such data may be unsuitable, improper, or inaccurate and the Owner nevertheless confirms in writing that it wishes the Contractor to proceed according to such data as originally given.

13. Insurance.

(a) During the term of this Agreement, the Contractor shall purchase and maintain, at its own cost and expense, the following:

(i) Workers’ compensation insurance for its employees, if any, as required by Colorado law with limits of at least $500,000 per injury or illness an employee suffers as a result of providing the services hereunder, with a $500,000 aggregate per occurrence.

(ii) Employer’s liability insurance with limits of at least $500,000 per employee/accident and $1,000,000 aggregate.

(iii) Commercial general liability insurance covering, without limitation, premises operations, products-completed operations, contractual liability insuring the obligations assumed by the Contractor under this Agreement, personal and advertising injury, and broad form property damage, with limits of at least $2,000,000 per occurrence for bodily injury, death or damage to property; $2,000,000 per occurrence for personal and advertising injury; $2,000,000 products-completed operations; and $2,000,000 general aggregate; and

(iv) Automobile liability insurance covering all owned, hired and non-owned vehicles used in the performance of the Contractor’s services under this Agreement with a limit of at least $2,000,000 combined per accident for bodily injury and property damage; and

(b) The insurance required herein may be satisfied through any combination of primary and excess/umbrella liability policies.

(c) The insurance required herein shall be written by an insurance…