Facilities_On-Call_Professional_Services.pdf

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Facilities On-Call Professional Services
Solicitation number
102726
Issued by
Beaufort County, South Carolina

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Summary

This is a Request for Qualifications (RFQ) issued by Beaufort County Government in South Carolina for on-call professional services to support county capital improvement projects. The County seeks to select up to ten qualified architectural, engineering, planning, and design consulting firms to provide services on an as-needed basis across a broad range of projects including new construction, renovations, facility assessments, parks and recreation facilities, community centers, libraries, public safety facilities, infrastructure improvements, accessibility enhancements, historic preservation, and emergency repairs. The services anticipated include planning and pre-design services, architectural and engineering design, construction support, procurement assistance, and specialized professional services. A non-mandatory pre-proposal meeting is scheduled for 2:00 pm EST on Thursday, October 1, 2026, with the proposal submission deadline set for 3:00 pm EST on Tuesday, October 27, 2026, via the Beaufort County Procurement Portal. Responses will be evaluated by a Selection Committee based on five criteria: qualifications and technical capabilities (25 points), relevant project experience and past performance (25 points), experience and qualifications of key personnel (25 points), capacity and responsiveness (15 points), and references and past client performance (10 points). The initial contract term is one year with options to renew for additional one-year periods, not to exceed three years total.

The maximum annual compensation for each selected firm shall not exceed $200,000, with specific scope of services, project requirements, deliverables, schedules, and compensation established through individual task orders on a project-by-project basis. Selection under this RFQ does not guarantee any minimum amount of work or issuance of task orders. Respondents must submit a Statement of Qualifications not exceeding twenty-five pages, demonstrate relevant experience with three to five representative projects completed within the past five years, identify proposed team members and key personnel with resumes, provide minimum three professional references, and certify compliance with debarment, non-segregated facilities, and gratuity prohibition requirements. The County requires various insurance coverages including workers' compensation, commercial general liability of $1,000,000 per occurrence, automobile liability of $500,000 combined single limit, umbrella liability of $2,000,000, and professional liability of $1,000,000 per occurrence. All contracts are subject to Title VI compliance, South Carolina law requirements, and standard procurement provisions.

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REQUEST FOR QUALIFICATION

FACILITIES ON-CALL PROFESSIONAL

SERVICES

RFQ # 102726

Prepared By: Capital Projects/Facilities

Dated: Thursday, September 24, 2026

Proposal Due Date: Tuesday, October 27, 2026, 3:00 pm (EST)

RFQ #102726 DOCUMENTS Page 2

NOTICE

COUNTY COUNCIL OF BEAUFORT COUNTY

PROCUREMENT SERVICES DEPARTMENT

106 Industrial Village Road, Bldg. 2 Post Office Drawer 1228 Beaufort, South Carolina 29901-1228

PROPOSAL NOTICE NO. 102726

CLOSING DATE AND TIME: Tuesday, October 27, 2026, 3:00 pm PROPOSAL TITLE: Facilities On-Call Professional Services

You are invited to submit a qualification statement, in accordance with the requirements of this solicitation which are contained herein.

There will be a Non-Mandatory Pre-Proposal meeting at 2:00 pm (EST) on Thursday, October

1, 2026 at Please email gmurray@bcgov.net and victoria.moyer@bcgov.net for your TEAMS invite. Please contact Gillian Murray at gmurray@bcgov.net for the meeting link. All vendors are encouraged to attend.

In order for your qualification statement to be considered, it must be submitted through the

Procurement Portal no later than 3:00 pm (EST) on Tuesday, October 27, 2026, at which time respondents to this request will be recorded in the presence of one or more witnesses. RFQs received after the time specified will not be considered. Due to the possibility of negotiation with all respondents, the identity of any respondents or the contents of any proposal shall not be public information until after the contract award is made; therefore, the public is not invited to the proposal closing.

Proposals must be submitted through the Procurement Portal at https://procurement.opengov.com/portal/bcgov. If you are not already registered, please register as a Vendor. There is no cost to register your company. This will allow you to submit your RFQ electronically.

All submittals (see Submission Requirements) received in response to this Request for

Qualifications will be rated by a Selection Committee, based upon the Evaluation

Criteria contained within this RFQ. If the best proposal respondent is clearly identified from the point summary, there will not be a need for oral presentations. If not, then an oral presentation from a minimum of the top two rated firms shall be required.

This solicitation does not commit Beaufort County to award a contract, to pay any costs incurred in the preparation of a proposal, or to procure or contract for the articles of goods or services. The

County reserves the right to accept or reject any or all qualifications received as a result of this request, to negotiate with all qualified firms, or to cancel in part or in its entirety this solicitation, if it is in the best interests of the County to do so.

mailto:gmurray@bcgov.net https://procurement.opengov.com/portal/bcgov

RFQ #102726 DOCUMENTS Page 3

Dave Thomas, Procurement Services Director

(843) 255-2304

RFQ #102726 DOCUMENTS Page 4

IMPORTANT ELECTRONIC SUBMITTAL REQUIREMENTS

Response submittals for this Request for Qualifications will ONLY be received electronically and must be submitted ONLINE, through the Procurement Portal, no later than 3:00 pm on Tuesday, October 27, 2026.

All responses must adhere to the following guidelines:

• Suppliers are encouraged to submit responses as soon as possible. Responses are received through our secure Procurement Portal and cannot be opened prior to the due date and time. The time and date of receipt as recorded by the server will serve as the official time of receipt. The County is not responsible for late submissions, regardless of the reason.

• All requested information and forms MUST be uploaded as indicated in the

PROPOSAL SUBMITTAL Section. If you have a problem with your submittal, you may contact Support through the Procurement Portal.

https://procurement.opengov.com/portal/bcgov/projects/305379/document?section=2930522 mailto:cservice@vendorregistry.com

RFQ #102726 DOCUMENTS Page 5

TITLE VI STATEMENT

COUNTY COUNCIL OF BEAUFORT COUNTY

Title VI Statement to Prime Contractors, Subcontractors, Architects, Engineers, and

Consultants

It is the policy of the County Council of Beaufort County, South Carolina, hereafter referred to as

“Beaufort County” or “the County”, to comply with Title VI of the 1964 Civil Rights Act (Title

VI) and its related statutes. To this end, Beaufort County assures that no person shall be excluded from participation in, denied the benefit of, or subjected to discrimination under any of its programs or activities on the basis of race, color, national origin, age, sex, disability, religion, or language regardless of whether those programs and activities are Federally funded or not. The

County is also committed to assuring every effort will be made to prevent the discrimination of low-income and minority populations as a result of any impact of its programs or activities. Beaufort County also assures that every effort will be made to prevent discrimination through the impacts of its programs, policies, and activities on minority and low-income populations. Additionally, the County will take reasonable steps to provide meaningful access to services for persons with limited English proficiency. In addition, Beaufort County will not retaliate against any person who complains of discrimination or who participates in an investigation of discrimination. Beaufort County will, where necessary and appropriate, revise, update, and incorporate nondiscrimination requirements into appropriate documents, directives, and regulations.

Pursuant to Title VI requirements, any entity that enters into a contract with Beaufort County including, but not limited to Prime Contractors, Subcontractors, Architects, Engineers, and

Consultants, may not discriminate on the basis of race, color, national origin, age, sex, disability, religion, or language in their selection and retention of first-tier subcontractors, and first-tier subcontractors may not discriminate in their election and retention of second-tier subcontractors, including those who supply materials and/or lease equipment. Further, Contractors may not discriminate in their employment practices in connection with highway construction projects or other projects assisted by the U.S. Department of Transportation (USDOT) and/or the Federal

Highway Administration (FHWA).

In all solicitations either by competitive bidding or negotiation made by the Contractor for work to Beaufort County to be performed under a subcontract, including procurements of materials or leases of equipment, each potential subcontractor or supplier shall be notified by the Contractor of the Contractor's obligations under the contract and the Title VI regulations relative to nondiscrimination on the basis of race, color, national origin, age, sex, disability, religion, or language by providing such a statement in its bidding and contract documents.

RFQ #102726 DOCUMENTS Page 6

Upon request, the Contractor shall provide all information and reports required by Title VI requirements issued pursuant thereto, and shall permit access to its books, records, accounts and other sources of information, and its facilities as may be determined by Beaufort County, USDOT, and/or FHWA to be pertinent to ascertain compliance with such regulations, orders, and instructions. Where any information required of a Contractor is in the exclusive possession of another who fails or refuses to furnish this information, the Contractor shall so certify to USDOT or FHWA, as appropriate and via Beaufort County, and shall set forth what efforts it has made to obtain the information. In the event of the Contractor's non-compliance with nondiscrimination provisions of this contract, USDOT may impose such contract sanctions as it or FHWA may determine to be appropriate, including, but not limited to:

• Withholding of payments to the Contractor under the contract until the Contractor complies, and/or

• Cancellation, termination, or suspension of the contract, in whole or in part.

In the event a Contractor becomes involved in, or is threatened with, litigation with a subcontractor or supplier as a result of this direction to comply with Title VI, the Contractor may request USDOT to enter into such litigation to protect the interests of USDOT and FHWA. Additionally, the

Contractor may request the United States to enter into such litigation to protect the interests of the

United States. Any person or Subcontractor who believes that they have been subjected to an unlawful discriminatory practice under Title VI has a right to file a formal complaint within one hundred eighty (180) days following the alleged discriminatory action. Any such complaint must be filed in writing or in person:

Beaufort County Government Post Office Drawer 1228 | Beaufort, SC 29901-1228

843-255-2304 Telephone | E-mail: dthomas@bcgov.net mailto:dthomas@bcgov.net

RFQ #102726 DOCUMENTS Page 7

SCOPE OF WORK

4.1. Scope of Work

SCOPE OF PROFESSIONAL SERVICES

The selected consultants shall provide professional services on an as-needed basis in support of

Beaufort County capital improvement projects. The specific services required will vary based on the nature, size, complexity, and requirements of each individual project.

The County anticipates that assignments may include, but are not limited to, the following:

A. Planning and Pre-Design Services

• Project programming and needs assessments

• Feasibility studies and evaluations

• Existing-condition assessments and investigations

• Site evaluations and due diligence

• Conceptual planning and alternatives analysis

• Facility planning and space planning

• Preliminary cost estimating and project budgeting

B. Architectural and Engineering Design Services

• Conceptual and schematic design

• Design development

• Construction documents

• Architectural, civil, structural, mechanical, electrical, plumbing, fire protection, and other applicable engineering services

• Landscape architecture and site design

• Accessibility and code-compliance improvements

• Building-system evaluations and improvements

• Energy-efficiency and sustainability improvements

C. Procurement and Construction Support

• Permitting and regulatory coordination

• Bidding and procurement assistance

RFQ #102726 DOCUMENTS Page 8

• Preparation of bid documents

• Responses to bidder questions and requests for information

• Construction administration

• Construction observation and site visits

• Review of submittals, pay applications, and change order requests

• Project closeout and punch-list services

D. Specialized and Related Services

Assignments may also include specialized professional services that are reasonably related to

County capital improvement projects and within the consultant's demonstrated qualifications and areas of expertise.

Projects may include new construction, additions, renovations, facility assessments, parks and recreation facilities, community centers, libraries, public safety and administrative facilities, infrastructure and utility improvements, parking and site improvements, accessibility improvements, historic preservation, demolition, redevelopment, and emergency assessment or repair-design services.

The County may utilize the selected consultants individually or in conjunction with other consultants, County staff, contractors, or specialty consultants. Consultants shall identify the professional disciplines and specialized services they are qualified to provide and shall clearly identify any services that would require subconsultants.

The detailed scope of services, project requirements, deliverables, schedule, and compensation for each assignment will be established through the applicable task order or work authorization.

The services listed above are representative of anticipated needs and do not constitute a commitment by the County to request any particular service or quantity of work.

QUALIFICATION SUBMISSION INSTRUCTIONS

1. Award shall be posted on the County's Procurement Portal.

2. Prohibition of Gratuities: It shall be unethical for any person to offer, or give, or agree to give any County employee or former County employee, or for any County employee or former County employee to solicit, demand, accept, or agree to accept from another person, a gratuity or an offer of employment in connection with any decision, approval, disapproval, recommendation, or preparation of any part of a purchase request, influencing the content of any specification or procurement standard, rendering of advice, investigation, auditing, or in any other advisory capacity in any proceeding or application, request for ruling, determination, claim or controversy, or other particular

RFQ #102726 DOCUMENTS Page 9 matter, pertaining to any program requirement or a contract or subcontract, or to any solicitation or proposal therefore.

3. Questions

A. Submit questions you have through the Procurement Portal no later than 5:00 pm on

Thursday, October 8, 2026.

B. Answers to questions received that would change and/or clarify this solicitation will be posted on the Procurement Portal as addendum.

C. Selection Committee members SHALL NOT be contacted during the RFQ process.

4. In order to do business with the Beaufort County, vendors must register through the

Procurement Portal at https://procurement.opengov.com/portal/bcgov. Registering allows businesses to identify the type of goods and services they provide so that they may receive email notifications regarding relevant solicitations out for bid.

EVALUATION CRITERIA

No. Evaluation Criteria Scoring Method Weight (Points)

1. Qualifications

Qualifications, technical capabilities, organizational resources, professional disciplines, public-sector experience, and familiarity with Beaufort County’s master plans, projects, policies, and procedures.

Points Based 25 (25% of Total)

2. Relevant Project Experience & Past

Performance

Demonstrated experience successfully delivering projects of similar type, size, and complexity, including project scope, construction value, services provided, and performance in meeting budget, schedule, and project requirements.

Points Based 25 (25% of Total) https://procurement.opengov.com/portal/bcgov

RFQ #102726 DOCUMENTS Page 10

3. Experience & Qualifications of Key

Personnel

Qualifications, professional experience, and relevant project experience of the proposed Project

Manager and key personnel, including experience with similar projects and public-sector clients.

Points Based 25 (25% of Total)

4. Capacity, Availability & Responsiveness

Demonstrated staffing capacity, availability of key personnel, ability to manage concurrent assignments, and ability to respond promptly to County needs and time-sensitive assignments.

Points Based 15 (15% of Total)

5. References & Past Client Performance

Demonstrated a history of successful client relationships, including quality of work, responsiveness, communication, professionalism, and ability to meet project requirements.

Points Based 10 (10% of Total)

QUALIFICATION SUBMITTAL

1. Firm confirms the proposal is firm for a period of at least 90 days from the closing date for submission of proposal.*

☐ Please confirm

*Response required

2. Certification regarding Debarment, Suspension, Ineligibility, and Voluntary exclusion*

The contractor certifies, by submission of this qualification statement or acceptance of a contract, that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any State, Federal department, or agency.

It further agrees by submitting this qualification statement that it will include this clause without modification in all lower tier transactions, solicitations, proposals, contracts, and subcontracts.

Where the bidder/contractor or any lower tier participant is unable to certify to this statement, it shall attach an explanation to this solicitation/bid.

☐ Please confirm

*Response required

RFQ #102726 DOCUMENTS Page 11

3. Has your company been involved in any litigation within the past five (5) years, arising out of your performance. *

☐ Yes

☐ No

*Response required

When equals "Yes"

3.1. Explain fully any litigation involving performance.*

*Response required

4. Non-Segregated Facilities*

CERTIFICATION BY CONTRACTOR

Regarding

NON-SEGREGATED FACILITIES

The Bidder certifies that he does not, and will not, provide and maintain segregated facilities for his employees at his establishments and, further that he does not, and will not, permit his employees to perform their services at those locations, under his control, where segregated facilities are provided and maintained. Segregated fountains, transportation, parking, entertainment, recreation, ad housing facilities; waiting, rest, wash, dressing, and locker room, and time clock, work, storage, restaurant, and other eating areas which are set apart in fact, or by explicit directive, habit, local custom, or otherwise, based on color, creed, national origin, and race. The Bidder agrees that, except where he has obtained identical certifications from proposed subcontractors for specific time periods, he will obtain identical certifications from proposed subcontractors prior to the award of subcontractors exceeding $10,000.00 which are not exempt from the provisions of the Equal Opportunity clause, and that he will retain such certifications in his files.

The Bidder agrees that a breach of this certification is a violation of the Equal Opportunity clause in this Contract. The penalty for making false statements is prescribed in 18 U.S.C. 1001.

☐ Please confirm

*Response required

5. Please upload any relevant certifications and/or licenses

6. Qualification Statement*

STATEMENT OF QUALIFICATIONS (SOQ) REQUIREMENTS

Firms responding to this Request for Qualifications shall submit a Statement of Qualifications demonstrating the firm's qualifications, experience, proposed team, capacity, and ability to provide professional services to Beaufort County.

The SOQ shall be concise and organized in the following order.

RFQ #102726 DOCUMENTS Page 12

1. Cover Letter

Provide a cover letter signed by an authorized representative of the firm identifying:

• Legal name of the firm and primary office providing services.

• Primary contact, including telephone number and email address.

• Brief statement of the firm's interest in providing services to Beaufort County.

• Professional disciplines and services the firm is qualified to provide.

• Proposed subconsultants, if applicable.

• Confirmation that the information provided is accurate and that the signer is authorized to represent the firm.

2. Firm Qualifications and County Familiarity

Provide a concise overview of the firm's qualifications and capabilities relevant to the anticipated services.

Include:

• Firm history, ownership/organization, and years in business.

• Primary professional disciplines and technical capabilities.

• Professional licenses and registrations applicable to the services proposed.

• Experience providing professional services to governmental or other public-sector owners.

• General experience with capital improvement programs and projects similar to those anticipated under this contract.

• Familiarity with Beaufort County's master plans, capital projects, policies, procedures, and operating environment.

• Quality assurance and quality control capabilities.

3. Relevant Project Experience and Past Performance

Provide three (3) to five (5) representative projects completed or substantially completed within the past five (5) years that demonstrate experience relevant to the services anticipated under this

RFQ.

For each project, provide:

• Project name and location.

RFQ #102726 DOCUMENTS Page 13

• Owner/client.

• Brief description of the project .

• Project type, size, and construction value.

• Professional services provided by the firm.

• Project completion date or current status.

• Key personnel from the proposed team who participated in the project.

• Client reference information.

Projects should demonstrate experience with similar project types, sizes, complexity, and public-sector clients where applicable.

4. Proposed Team and Key Personnel

Identify the proposed Project Manager and key personnel who are anticipated to perform services under this contract.

Provide:

• Organizational chart showing the proposed team and reporting relationships.

• Name, title, discipline, and role of each key team member.

• Professional registrations and certifications.

• Brief summary of relevant experience.

• Identification of relevant projects from Section 3 on which each key individual participated.

• Proposed subconsultants and their respective disciplines or areas of responsibility.

Resumes for the Project Manager and key personnel may be included and should be limited to one (1) page per individual.

5. Capacity, Availability, and Responsiveness

Demonstrate the firm's ability to provide timely services throughout the contract term.

Include:

• Current workload and major ongoing commitments.

• Availability of the proposed Project Manager and key personnel.

• Available professional and technical staffing resources.

RFQ #102726 DOCUMENTS Page 14

• Ability to support multiple concurrent assignments.

• Ability to provide timely site visits, meetings, inspections, and other services within

Beaufort County.

• Typical response time for new assignments and time-sensitive requests.

• Identification of backup personnel available to maintain continuity of services.

6. References

Provide a minimum of three (3) professional references for projects or contracts similar to the services anticipated under this RFQ.

For each reference, provide:

• Owner/client organization.

• Project or contract name.

• Contact person and title.

• Telephone number.

• Email address.

• Brief description of services provided.

• Date of completion or current status.

The County reserves the right to contact references provided by the firm and other past or current clients as part of the evaluation process.

7. Additional Information

Provide any additional information the firm believes is directly relevant to its qualifications and ability to provide services under this contract.

8. List any exceptions, qualifications, or exclusions to this RFP

SOQ Page Limit

The main body of the SOQ shall not exceed twenty-five (25) pages, excluding the cover letter, table of contents, resumes, and required forms.

Firms are encouraged to be concise and focus their responses on the qualifications and information requested in this RFQ. Extensive marketing materials and information not directly relevant to the evaluation criteria should be omitted.

*Response required

RESERVED RIGHTS

RFQ #102726 DOCUMENTS Page 15

The County shall not be responsible for any of the costs associated with responding to this request and all submitted materials shall become the property of the County. Furthermore, the County expressly reserves the right and options to:

• Reject any or all consultants and re-advertise if deemed necessary

• Waive any or all formalities and technicalities

• Approve, disapprove, or cancel all services associated with the project

The County has yet to decide whether to select one or more other firms to provide some or all of the professional services described in this document. All selected firms will perform such services under the direct supervision of Beaufort County.

SELECTION AND NOTIFICATION

The selected firms will be given written notification of being selected by the County. This work may be awarded in whole or in part at the sole discretion of the County. The County will negotiate and execute a contract with the selected firm(s) prior to the beginning of the actual services. Should contract negotiations fail, the County will negotiate with one or the other highly ranked firms. In general, the contract will comply with applicable laws and standard provisions and shall contain the following terms:

• Detailed scope of services

• Schedule for providing services

BEAUFORT COUNTY STANDARDS FOR CONTRACTING

CHAPTER 1. TYPES OF CONSULTANT SERVICES REQUIRED:

Please see Scope of Work Section.

CHAPTER 2. PROCEDURES FOR SELECTION OF CONSULTANTS

2-1. GENERAL

Qualifications-based procedures require that a contract for consulting services be awarded pursuant to a fair and open selection process based on the qualifications of the firms. The fees for such services are established following selection of a firm through a negotiation process to determine a fair and reasonable price.

2-2. OBJECTIVE

Consultants employed for work on projects shall be responsible and possess the ability to perform successfully under the terms and conditions of the proposed procurement. Consideration shall be given to such matters as integrity, record of past performance, extent of experience with the type of services required by the sponsor, technical resources, and accessibility to other necessary resources.

RFQ #102726 DOCUMENTS Page 16

2-3. QUALIFICATIONS-BASED SELECTION PROCEDURES.

Consultants shall be selected based on their qualifications and experience, with fees determined through negotiations following selection. The highest ranked offeror shall be selected, and price proposals shall be negotiated with one or more of the firms identified through the qualifications-based selection procedure.

2-4. SELECTION CRITERIA.

Criteria include, but are not limited to, the following:

1. Please see the Evaluation Criteria Section.

CHAPTER 3. CONTRACT FORMAT

3-1. MANDATORY CONTRACT PROVISIONS.

All contracts involving State or Federal funds must contain the applicable procurement standards in 49 CFR 18.36. Listed below are those provisions which pertain to consultant contracts:

1. Contracts shall contain provisions or conditions which will allow for administrative, contractual, or legal remedies in instances where contractors violate or breach contract terms and provide for sanctions and penalties as may be appropriate.

2. Contracts over $10,000 shall contain suitable provisions for termination by the sponsor, including how it will be affected and the basis for settlement. In addition, contracts shall describe conditions under which the contract may be terminated for default as well as conditions where the contract may be terminated because of circumstances beyond the control of the consultant.

3. All negotiated contracts shall include provisions to the effect that sponsors, the Federal

Department of Transportation, the Comptroller General of the United States, or any of the duly authorized representatives shall have access to any books, documents, papers, and records of consultants which are directly pertinent to a specific grant program, for the purpose of making audits, examinations, excerpts, and transcriptions. Sponsors shall require consultants to maintain all required records for 3 years after the sponsor makes final payment and all other pending matters are closed.

4. In addition to the requirements contained in 49 CFR Section 23, Participation by

Minority Business Enterprises in Department of Transportation Programs, and AC

150/5100-15, Civil Rights Requirements for the Airport Improvement Program, current edition, the Title VI, and Disadvantaged Business Enterprise Assurances in Appendix 1 shall be included in each contract.

3-2. TIME OVERRUNS BEYOND CONTROL OF THE CONSULTANT.

RFQ #102726 DOCUMENTS Page 17

Frequently, the consultant is called upon to continue technical inspection services on construction contracts--overrunning the program schedule contemplated at the time of negotiation. In most instances, the time element is beyond the control of the consultant. To provide for the contingency of overrun of time, the agreement between the County and the consultant will state the period for which the compensation shall apply and that the consultant shall be reimbursed for services in excess of the specified period of time at a mutually acceptable fee negotiated at the time all the pertinent circumstances are known.

CHAPTER 4. METHODS OF CONTRACTING AND ALLOWABLE COSTS

4-1. ALLOWABLE COSTS.

1. Direct Salary Costs.

A. Direct salary cost is defined as the cost of salaries of engineers, draftsmen, surveyors, stenographers, clerks, etc., for time directly chargeable to the project.

B. Salaries or imputed salaries of partners or principals, to the extent that they perform technical or advisory services directly applicable to the project, are to be added to salary cost.

2. Overhead Costs. Overhead costs include overhead on direct salary costs and general and administrative overhead.

A. Labor Overhead. Overhead on direct salary costs includes sick leave, vacation, and holiday pay; unemployment, excise, and payroll taxes; contributions for social security, employment compensation insurance, retirement benefits, and medical insurance benefits; and any other benefits customarily paid to or enjoyed by all employees. The allowable percentage for labor overhead allocable to a project is the ratio of (a) a firm's total direct labor overhead costs to (b) a firm's total direct salary costs (excluding overtime) for a given period, usually the average for the past 3 years.

B. General and Administrative Overhead. General and administrative overhead includes the following indirect costs which are not directly attributable to specific projects.

a. Provisions for office, light, heat, and similar terms for working space, depreciation allowances or rental for furniture, drafting equipment and engineering instruments, and office and drafting supplies not identifiable to specific projects.

b. Taxes and insurance other than those included as salary cost but excluding state and Federal income taxes.

c. Library and periodical expenses, and other means of keeping abreast of advances in engineering such as attendance at technical and professional meetings and subscriptions to trade, business, professional, or technical periodicals.

RFQ #102726 DOCUMENTS Page 18

d. Executive, administrative, accounting, legal, stenographic, and clerical salaries, and expenses (other than identifiable salaries included in salary costs and expenses included in reimbursable non-salary expenses, plus salaries or imputed salaries of partners and principals) to the extent that they perform general executive and administrative services as distinguished from technical or advisory services directly applicable to projects.

e. Costs of memberships in trade, business, technical, and professional organizations.

f. Incentive compensation for management employees, cash bonuses, suggestion awards, safety awards, and incentive compensation based on production, cost reduction, or efficient performance are allowable to the extent that the overall compensation is determined to be reasonable, and such costs are paid or accrued pursuant to an agreement entered into in good faith between the consultant and the employees before the services are rendered or pursuant to an established plan followed by the consultant so consistently as to imply, in effect, an agreement to make such payment. The allowable percentage for general and administrative overhead allocable to a project is the ratio of (a) all general and administrative costs to (b) total direct salary costs (excluding overtime) for a given period, usually the average for the past 3 years.

3. Direct Non-salary Expenses. Direct non-salary expenses usually incurred may include the following (detailed records must be kept supporting charges and allow auditing):

A. Living and traveling expenses of employees, partners, and principals when away from the home office on business connected with the project. (Records must include employee name, dates, points of travel, mileage rate, lodging, and meals.)

B. Identifiable communication expenses such as long-distance telephone, telegraph, cable, express charges, and postage, other than for general correspondence.

C. Services directly applicable to the work such as special legal and accounting expenses, computer rental and programming costs, special consultants, borings, laboratory charges, commercial printing and bindings, and similar costs that is not applicable to general overhead.

D. Identifiable drafting supplies and stenographic supplies and expenses charged to the sponsor's work as distinguished from such supplies and expenses that are applicable to two or more projects.

E. Identifiable reproduction costs applicable to the work such as blueprinting, photosetting, mimeographing, printing, etc.

RFQ #102726 DOCUMENTS Page 19

F. Advertising costs which are solely for the recruitment of personnel required for the performance by the consultant of obligations arising under the contract.

4-2. NON-ALLOWABLE COSTS.

The expenses listed below are not allowable for reimbursement:

1. Costs of amusement and social activities and incidental costs relating thereto such as meals, lodging, rentals, transportation, and gratuities.

2. Contributions and donations.

3. Bad debts, including losses due to uncollectible customer's accounts and other claims, related collection costs, and related legal costs, arising from other businesses of the consultant.

4. Dividend provisions or payments and, in the case of sole proprietors and partners, distributions of profit.

5. Interest on borrowed capital.

6. Bonus payment for early completion of work.

4-3. FIXED PAYMENT.

To all the estimated costs, including overhead, a percentage rate is applied to determine payment for profit, willingness to serve, and assumption of responsibility.

CHAPTER 5. BEAUFORT COUNTY STANDARD CLAUSES

CONTRACTUAL REQUIREMENTS

1.0 EXCUSABLE DELAY: The Contractor shall not be liable for any excess costs, if the failure to perform the contract arises out of causes beyond the control and without the fault or negligence of the Contractor. Such causes may include, but are not restricted to, acts of God or of the public enemy, acts of the Government in either its sovereign or contractual capacity, fires, floods, epidemics, quarantine restrictions, strikes, freight embargoes, and unusually severe weather; but in every case the failure to perform must be beyond the control and without the fault or negligence of the Contractor. If the failure to perform is caused by the default of a subcontractor, and if such default arises out of causes beyond the control of both the Contractor and the subcontractor, and without the fault or negligence of either of them, the Contractor shall not be liable for any excess costs for failure to perform, unless the supplies or services to be furnished by the subcontractor were obtainable from other sources in sufficient time to permit the

Contractor to meet the required delivery schedule.

2.0 S.C. LAW CLAUSE: Upon award of a contract under this Request for PROPOSALS, the person, partnership, association, or corporation to whom the award is made must comply with local and State laws which require such person or entity to be authorized and/or licensed to do business in Beaufort County. Notwithstanding the fact that applicable statutes may exempt or exclude the

RFQ #102726 DOCUMENTS Page 20 successful offeror from requirements that it be authorized and/or licensed to do business in

Beaufort County, by submission of this signed Request for PROPOSALS the offeror agrees to subject itself to the jurisdiction and process of the Fourteenth Judicial Circuit Court of Beaufort

County, as to all matters and disputes arising or to arise under the contract and the performance thereof including any questions as to the liability for taxes, licenses, or fees levied by State or local government.

3.0 OFFEROR’S PROPOSALS: Offeror must, upon request of the County, furnish satisfactory evidence of their ability to furnish products or services in accordance with the terms and conditions of this Request for PROPOSALS. The Procurement Services Department reserves the right to make the final determination as to the offeror’s ability to provide the services requested herein, before entering into any contract.

4.0 OFFEROR RESPONSIBILITY: Each offeror shall fully acquaint himself with conditions relating to the scope and restrictions attending the execution of the work under the conditions of this Request for PROPOSALS. It is expected that this will sometimes require on-site observation. The failure or omission of an offeror to acquaint themselves with existing conditions shall in no way relieve him of any obligation with respect to this Request for PROPOSALS or to the contract.

5.0 AFFIRMATIVE ACTION: The Contractor will take affirmative action in complying with all Federal and State requirements concerning fair employment and employment of the handicapped and concerning the treatment of all employees, without regard or discrimination by reason of race, religion, sex, national origin, or physical handicap.

6.0 PRIME CONTRACTOR RESPONSIBILITIES: The Contractor will be required to assume sole responsibility for the complete effort, as required by this RFP. The County will consider the

Contractor to be the sole point of contact with regard to contractual matters.

7.0 SUBCONTRACTING: If any part of the work covered by this RFP is to be subcontracted, the Contractor shall identify the subcontracting organization and the contractual arrangements made with same. All subcontractors must be approved, in writing by the County, or when applicable a political subdivision within the County with the County’s concurrence. The successful offeror will also furnish the corporate or company name and the names of the officers of any subcontractors engaged by the vendor. The County reserves the right to reject any or all subcontractors and require substitution of a firm qualified to participate in the work as specified herein.

8.0 OWNERSHIP OF MATERIAL: Ownership of all data, material, and documentation originated and prepared for the County pursuant to this contract shall belong exclusively to the

County.

9.0 PERFORMANCE AND PAYMENT BONDS: (NOT Required for Professional Services)

The successful Contractor shall furnish, within ten (10) days after written notice of acceptance of

Request for PROPOSALS, Performance and Payment Bonds. Contractor shall provide and pay the cost of a both bonds. The Bonds shall be in the amount of one hundred percent (100%) the

RFQ #102726 DOCUMENTS Page 21 contract, issued by a Surety Company licensed in South Carolina with an “A” minimum rating of performance as stated in the most current publication of “Best’s Key Rating Guide, Property

Liability” which shall show a financial strength rating of at least five (5) times the Contract

Price. The Bond shall be accompanied by a “Power of Attorney” authorizing the attorney-in-fact to bind the surety and certified to include the date of the bond.

10.0 NONRESIDENT TAXPAYERS: If the offeror is a South Carolina nonresident taxpayer and the contract amount is $10,000.00 or more, the offeror acknowledges and understands that in the event he is awarded a contract offeror shall submit a Nonresident Taxpayer Registration

Affidavit (State form #1-312-6/94), before a contract can be signed. Affidavit must certify that the nonresident taxpayer is registered with the S.C. Department of Revenue or the S.C. Secretary of State’s Office, in accordance with Section 12-9-310(A) (2) (3) of S.C. Code of Laws (1976) as amended.

11.0 BUSINESS LICENSE In accordance with the Beaufort County Business License

Ordinance, 99-36, Article III, as enacted November 22, 1999, any business or individual generating income in the unincorporated area of Beaufort County is required to pay an annual license fee and obtain a business license. The ordinance referenced is available on the Beaufort

County website at www.beaufortcountysc.gov or by calling the Business License Administrator at

(843) 255-2270 for a list of schedules.

12.0 ADDITIONAL ELIGIBILITY: Other Beaufort County Public Procurement units shall, at their option, be eligible for use of any contracts awarded pursuant to this Invitation.

13.0 INSURANCE REQUIREMENTS: Prior to commencing work/delivery hereunder, Contractor/Vendor, at his expense, shall furnish insurance certification showing the certificate holder as Beaufort County, P.O. Drawer 1228, Beaufort, SC 29901-1228, Attention: Procurement

Services Director and with a special notation naming Beaufort County as an additional insured on the liability coverage. Minimum coverage shall be as follows:

1. Worker’s Compensation Insurance - Contractor shall have and maintain, during the life of this contract, Worker’s Compensation Insurance for his employees connected to the work/delivery, in accordance with the Statutes of the State of South Carolina and any applicable laws.

2. Commercial General Liability Insurance – Contractor shall have and maintain, during the life of this contract, Commercial General Liability Insurance. Said Commercial General

Liability Policy shall contain Contractual Liability and Products/Completed Operations

Liability subject to the following minimum limits: $1,000,000 Each Occurrence/

$2,000,000 General Aggregate and $2,000,000 Products/Completed Operations

Aggregate naming Beaufort County as an additional insured.

3. Comprehensive Automobile Liability Insurance - The Contractor shall have and maintain, during the life of this contract, Comprehensive Automobile Liability, including non-owned and hired vehicle, of at least $500,000 COMBINED SINGLE LIMIT.

RFQ #102726 DOCUMENTS Page 22

4. ADDITIONAL INSURANCE REQUIREMENT: Umbrella Liability Insurance –

Contractor shall have and maintain, during the life of this contract, Umbrella Liability

Insurance with a minimum limit of $2,000,000

5. Professional Liability (Errors & Omissions) – The vendor shall maintain a limit no less than $1,000,000 per occurrence.

6. The required insurance policy at the time of issue must be written by a company licensed to do business in the State of South Carolina and be acceptable to the County.

7. The Contractor/vendor shall not cause any insurance to be canceled or permit any insurance to lapse. All insurance policies shall contain a clause to the effect that the policy shall not be canceled or reduced, restricted, or limited until fifteen (15) days after the County has received written notice, as evidenced by return receipt of registered or certified letter. Certificates of Insurance shall contain transcript from the proper office of the insurer, the location, and the operations to which the insurance applies, the expiration date, and the above-mentioned notice of cancellation clause.

8. The information described above sets forth-minimum amounts and coverages and is not to be construed in any way as a limitation on the Contractor’s liability.

14.0 INDEMNITY:

The Contractor hereby agrees to indemnify and save harmless the County, its officers, agents, and employees from and against any and all liability, claims, demands, damages, fines, fees, expenses, penalties, suits, proceedings, actions and cost of actions, including attorney’s fees for trial and on appeal of any kind and nature arising or growing out of or in any way connected with the performance of the Agreement, whether by act of omissions of the Contractor, its agents, servants, employees or others, or because of or due to the mere existence of the Agreement between the parties.

15.0 TERMINATION FOR DEFAULT:

15.1 The performance of Work under the Agreement may be terminated by the

Procurement Services Director, in accordance with this clause, in whole or in part, in writing, whenever the Director of Procurement Services shall determine that the Contractor has failed to meet the performance requirements of this Agreement.

15.2 The Procurement Services Director has the right to terminate for default, if the

Contractor fails to make delivery of the supplies or perform the Work, or if the Contractor fails to perform the Work within the time specified in the Agreement, or if the Contractor fails to perform any other provisions of the Agreement.

16.0 TERMINATION FOR CONVENIENCE: The County may without cause terminate this contract in whole or in part at any time for its convenience. In such instance, and adjustment shall be made to the Contractor, for the reasonable costs of the work performed through the date of

RFQ #102726 DOCUMENTS Page 23 termination. Termination costs do not include lost profits, consequential damages, delay damages, unabsorbed or under absorbed overhead of the Contractor or its subcontractors, and/or failure to include termination for convenience clause into its subcontracts and material purchase orders shall not expose the County to liability for lost profits in conjunction with a termination for convenience settlement or equitable adjustment. Contractor expressly waives any claims for lost profit or consequential damages, delay damages, or indirect costs which may arise from the County’s election to terminate this contract in whole or in part for its convenience.

17.0 TERMINATION FOR NON-APPROPRIATIONS: Funds for this contract are payable from State and/or Federal and/or Beaufort County appropriations. In the event sufficient appropriations are not made to pay the charges under the contract it shall terminate without any obligation to Beaufort County.

SPECIAL INSTRUCTIONS

1.0 INTENT TO PERFORM: It is the intent and purpose of Beaufort County that this request permits competition. It shall be the offeror’s responsibility to advise the Procurement Services

Department if any language, requirements, etc., or any combinations thereof inadvertently restricts or limits the requirements stated in this RFP to a single source. Such notification must be submitted in writing and must be received by the Procurement Services Department not later than ten (10) days prior to the Request for PROPOSALS opening date. A review of such notifications will be made.

2.0 RECEIPT OF REQUEST FOR PROPOSALS: Request for Proposals, amendments thereto, or withdrawal requests received after the time advertised for Request for Proposals opening will be void, regardless of when they were mailed.

3.0 PREPARATION OF REQUEST FOR PROPOSALS

3.1 All Requests for PROPOSALS should be complete and carefully worded and must convey all of the information requested by the County. If significant errors are found in the offeror’s Request for PROPOSALS, or if the Request for PROPOSALS fails to conform to the essential requirements of the RFP, the County and the County alone will be the judge as to whether that variance is significant enough to reject the Request for PROPOSALS.

3.2 Request for PROPOSALS should be prepared simply and economically, providing a straightforward, concise description of offerors capabilities to satisfy the requirements of the RFP. Emphasis should be on completeness and clarity of content.

3.3 Each copy of the Request for PROPOSALS should be bound in a single volume where practical. All documentation submitted with the Request for PROPOSALS should be bound in that single volume.

3.4 If your Request for PROPOSALS includes any comment over and above the specific information requested in our Request for Request for PROPOSALS (RFP), you are to include this information as a separate appendix to your Request for PROPOSALS.

RFQ #102726 DOCUMENTS Page 24

4.0 AMENDMENTS: If it becomes necessary to revise any part of the RFP, an amendment will be provided to all offerors who received the original Request for Request for

PROPOSALS. The County shall not be legally bound by an amendment or interpretation that is not in writing.

5.0 ADDITIONAL INFORMATION: Offerors requiring additional information may submit their questions, in writing to the Procurement Services Department. Answers to questions received that should change and/or clarify this solicitation will be provided in writing to all offerors via an amendment.

6.0 ORAL PRESENTATION/DISCUSSIONS: Any offeror or all offerors may be requested to make an oral presentation of their Request for PROPOSALS to the County, after the Request for PROPOSALS opening. Discussions may be conducted with responsible offerors, who submit

Request for PROPOSALS determined to be reasonably susceptible of being selected for award for the purpose of clarification to assure full understanding of and responsiveness to the solicitation requirement.

Offerors shall be accorded fair and equal treatment with respect to any opportunity for discussions and revision of Request for PROPOSALS, and such revisions may be permitted after submissions and prior to award, for the purpose of obtaining best and final offers. The purpose of these presentations/discussions will be to:

1. Determine in greater detail such offeror’s PROPOSALS.

2. Explore with the offeror the scope and nature of the project, the offeror’s proposed method of performance, and the relative utility of alternative methods of approach.

3. Determine that the offeror will make available the necessary personnel and facilities to perform within the required time.

4. Agree upon fair and reasonable compensation, taking into account the estimated value of the required services/equipment, the scope and complexity of proposed project, and nature of such services/equipment.

7.0 FUNDING: The offeror shall agree that funds expended for the purposes of the contact must be appropriated by the County Council for each fiscal year included within the contract period. Therefore, the contract shall automatically terminate without penalty or termination costs if such funds are not appropriated. In the event that funds are not appropriated for the contract, the offeror shall not prohibit or otherwise limit the County’s right to pursue and contract for alternate solutions and remedies, as deemed necessary by the County for the conduct of its affairs. The requirements stated in this paragraph shall apply to any amendment or the execution of any option to extend the contract.

8.0 AWARD: An award resulting from this request shall be awarded to the responsive and responsible offeror whose Request for PROPOSALS is determined to be most advantageous to the

County, taking into consideration price and the evaluation factors set forth herein; however, the right is reserved to reject any and all Request for PROPOSALS received, and in all cases the

RFQ #102726 DOCUMENTS Page 25

County will be the sole judge as to whether an offeror’s Request for PROPOSALS…

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