GW CIP311 RFQ for PDB Hillandale Pump Station Project 1.pdf

GW CIP311

Request for Qualifications for Progressive Design-Build Services for the Hillandale Pump Station Project

Greenville Water

Greenville, South Carolina

Request for Qualifications

For

Progressive Design-Build Services

For the Hillandale Pump Station Project

This REQUEST FOR QUALIFICATIONS (“RFQ”) from Greenville Water invites the submittal of a Statement of Qualifications (“SOQ”) from firms interested in providing Progressive Design-Build services for the

Project described herein. By submitting a SOQ, the Offeror represents that it has carefully read the terms and conditions of this RFQ and all exhibits and Addenda and agrees to be bound by them. This RFQ is not an offer to enter into a contract, but merely a solicitation of firms interested in submitting an SOQ to the

Owner for the Project.

DATE ISSUED:

August 4, 2026

OWNER:

Greenville Water, Greenville, South Carolina

PROJECT:

Hillandale Pump Station Project

OWNER CONTACT:

Colin Mangelsdorf, P.E., cmangelsdorf@greenvillewater.com

SOQ SUBMISSION DATE AND TIME:

SOQ shall be submitted before: September 1, 2026 at 5:00 PM Eastern Time

All SOQs must be submitted pursuant to the instructions herein. It is the Offeror’s sole responsibility to ensure that the SOQ is delivered in the manner required by this RFQ by the Due Date and Time. Owner has the right to reject any SOQs not properly delivered.

Request for Qualifications for Progressive Design-Build Services for the Hillandale Pump Station Project

TABLE OF CONTENTS

1.0 OWNER DESCRIPTION

1.1 GENERAL

1.2 FUNDING / AUTHORITY

1.3 PROCUREMENT WEBSITE

2.0 PROJECT OVERVIEW

2.1 GENERAL AND PROJECT DESCRIPTION

2.2 PROJECT OBJECTIVES

2.3 SCOPE OF WORK

2.4 ESTIMATED BUDGET

2.5 PROJECT PROCUREMENT SCHEDULE

2.6 DEFINITIONS

3.0 PROCUREMENT PROCESS

3.1 GENERAL INFORMATION

3.2 OWNER RIGHTS AND PROCUREMENT CONDITIONS

3.3 OUTLINE OF THE PROCUREMENT PROCESS

4.0 SOQ SUBMITTAL, FORMAT, AND ORGANIZATION

4.1 SUBMITTAL REQUIREMENTS

4.2 FORMAT REQUIREMENTS

4.3 SOQ ORGANIZATION

4.3.1 Cover Letter

4.3.2 Section 1 – Qualifications and Availability of Key Team Members

4.3.3 Section 2 – Relevant Project Experience

4.3.4 Section 3 - Phase 1 Services Approach (Preconstruction)

4.3.5 Section 4 - Phase 2 Services Approach (Construction)

4.3.6 Section 5 - Risk Management Approach

4.3.7 Section 6 - Forms and Required Documentation

5.0 ADDITIONAL INFORMATION

5.1 VENDOR REGISTRATION

5.2 PUBLIC RECORDS

5.3 NON-DISCRIMINATION

5.4 COST OF SOQ PREPARATION

5.5 REGISTRATION AND QUALIFICATIONS

5.6 COMMUNICATION GUIDELINES

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5.7 NO LOBBYING

5.8 INSURANCE REQUIREMENTS

5.9 DUTIES AND OBLIGATIONS

5.10 ADVERTISING

5.11 OWNERSHIP OF WORK PRODUCTS

6.0 EXHIBITS

6.1 Exhibit A – PROJECT SCOPE OF WORK

6.2 Exhibit B – VICINITY MAP

6.3 Exhibit C – INSURANCE REQUIREMENTS AND INSTRUCTIONS

6.4 Exhibit D – DRAFT DESIGN-BUILD AGREEMENT

6.5 Exhibit E – DRAFT DESIGN-BUILD GENERAL CONDITIONS

6.6 Exhibit F – DRAFT DESIGN-BUILD AGREEMENT COMMENT FORM

6.7 Exhibit G – CORPORATE STRUCTURE QUESTIONNAIRE

6.8 Exhibit H – PERFORMANCE AND PAYMENT BOND INSTRUCTIONS

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1.0 OWNER DESCRIPTION

1.1 GENERAL

A. Greenville Water, Greenville, South Carolina, hereinafter referred to as the “Owner,” is a public water utility that owns, operates, and maintains water supply, treatment, transmission, distribution, and related infrastructure serving its customers.

B. The Owner is responsible for planning, procuring, delivering, operating, and maintaining the water infrastructure project in accordance with applicable law, Owner policies and procedures, and the needs of its water system.

C. The Owner is soliciting Statements of Qualifications from experienced and qualified Design-

Build teams for the Hillandale Pump Station Project.

D. The Project will be delivered using the Progressive Design-Build project delivery method. The

Owner selected this delivery approach because the Project requires early contractor involvement, close coordination between design and construction, cost transparency, proactive risk identification, constructability input before final design, and continuous alignment of the design with the Owner’s established budget, while carefully planning construction activities to maintain ongoing operations.

E. The Owner will administer the procurement process and will manage technical coordination and execution of the Project after award, with assistance from its Owner’s Advisor.

F. Upon completion and acceptance of the Project, the Owner will own, operate, and maintain the completed project.

1.2 FUNDING / AUTHORITY

A. The Project is anticipated to be funded through the Owner’s capital improvement funds.

B. The Owner will conduct this Procurement in accordance with applicable federal, state, and local laws, rules, regulations, and Owner policies and procedures, including applicable provisions of the South Carolina Consolidated Procurement Code, S.C. Code Ann. § 11-35-10 et seq., to the extent such provisions apply to the Owner and this Procurement.

C. The Owner is using a qualifications-based evaluation process as part of this Procurement.

Pricing will not be requested or evaluated as part of the Request for Qualifications portion of the Procurement. Selection will be based on the evaluation criteria identified in this RFQ, including demonstrated competence, qualifications, project understanding, approach, and ability to perform the Work. After final selection, the Owner intends to enter into negotiations

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Services compensation and other contract terms.

1.3 PROCUREMENT WEBSITE

A. The full RFQ, Addenda, clarifications, notices, and other official Procurement Documents will be posted electronically through CivCast (https://app.civcast.com/bid-opportunities) and the

South Carolina Business Opportunities (scbo.sc.gov).

B. Each Offeror is responsible for regularly checking CivCast for the most current information regarding this RFQ. The Owner will not be responsible for directly notifying Offerors of documents, Addenda, clarifications, or other updates posted through CivCast.

C. Each Offeror is solely responsible for obtaining and reviewing all Procurement Documents, including all Addenda, before submitting its SOQ. Failure to obtain and acknowledge all

Addenda may result in the SOQ being deemed non-responsive.

D. SOQs, including any modifications, withdrawals, or resubmissions, must be submitted electronically through CivCast in accordance with the requirements of this RFQ. Submissions by email or any other method will not be accepted.

E. Prospective Offerors may request available Project information, including record drawings, reports, and other reference materials, by contacting the Owner Contact identified in this

RFQ. Any information provided is for reference only and will not relieve the Offeror or selected Design-Builder of its responsibility to independently verify existing conditions, site conditions, utility information, hydraulic conditions, and other Project requirements.

F. No oral statement, interpretation, response, or clarification will modify the terms of this RFQ.

Any modification, clarification, or change to the RFQ will be issued in writing through an

Addendum posted in CivCast. Only written Addenda issued by the Owner will modify the

Procurement Documents.

https://app.civcast.com/bid-opportunities/projects https://scbo.sc.gov/

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2.0 PROJECT OVERVIEW

2.1 GENERAL AND PROJECT DESCRIPTION

A. The Owner is undertaking the Hillandale Pump Station Project (“Project”) to replace existing water pump station infrastructure with a new water pump station that maintains the existing firm capacity, currently estimated at approximately 500 gallons per minute (gpm), subject to verification during Phase 1 Services. The Project is intended to maintain continued system reliability, hydraulic performance, and operational functionality.

B. The Project includes the planning, design, permitting, construction, system integration, startup, commissioning, and closeout of a new pump station and associated infrastructure.

The completed Project shall provide a complete, fully functional, and operational facility that meets the Owner’s requirements and supports long-term operation and maintenance.

C. The replacement pump station is anticipated to be constructed on Greenville Water-owned property in the same vicinity as the existing facility. While the site will differ in layout, grading, and configuration, the proximity to the existing system is expected to result in similar hydraulic requirements.

D. The Project is intended to function as a like-for-like replacement of the existing pump station.

The Project does not include planned capacity upgrades. The Design-Builder shall maintain existing system capacity, firm capacity, hydraulic performance, operational functionality, and system reliability unless otherwise directed in writing by the Owner.

E. Work will be performed within an active utility environment. The existing pump station and related water system infrastructure must remain operational throughout design and construction. The Design-Builder shall plan and execute the Work to maintain continuous operation, minimize operational risk, and avoid unplanned service disruptions.

F. For purposes of this RFQ, references to Phase 1 Services and Phase 2 Services relate only to the Progressive Design-Build contractual delivery process and shall not be interpreted as construction sequencing, operational phasing, or interim system configurations.

1. Phase 1 Services are anticipated to include, but are not limited to, preconstruction services, design development, site investigations, verification of existing conditions, coordination with Owner staff, permitting support, constructability reviews, value analysis, cost estimating, schedule development, risk identification, risk allocation, and development of a Guaranteed Maximum Price.

2. Phase 2 Services are anticipated to include, but are not limited to, final design, material and equipment procurement, construction, system integration, startup, commissioning, decommissioning of the existing pump station following successful startup and

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2.2 PROJECT OBJECTIVES

The Project objectives include the following:

A. Establish a collaborative relationship between the Owner, Owner’s Advisor, and Design-Build

Team to deliver quality design and construction on time that meets the Owner’s objectives of scope, schedule and budget.

B. Design and construct a Project that achieves Design Excellence, including durable, efficient, reliable, and maintainable solutions that support the Owner’s long-term operational needs.

C. Maintain a safe, injury-free work site through an effective project-specific safety program.

D. Minimize impacts to Owner customers through close coordination with the Owner, Owner operations staff, and affected customers.

E. Replace aging pump station infrastructure with a modern facility that maintains existing system capacity, firm capacity, hydraulic performance, operational functionality, and system reliability unless otherwise directed by the Owner.

F. Maintain continuous operation of the existing system throughout design, construction, tie-ins, startup, and commissioning.

G. Use the Progressive Design-Build process to identify risks early, align scope with budget, and support transparent GMP development.

H. Deliver the Project on an efficient schedule, with a target Final Completion date approximately eighteen (18) months following execution of the Design-Build Agreement, inclusive of Phase 1 Services and Phase 2 Services. The Project schedule, including the anticipated durations of Phase 1 Services and Phase 2 Services, will be validated during Phase

1 Services and will remain subject to the Owner’s authorization to proceed with Phase 2

Services.

I. Encourage innovation and Design Excellence through practical, durable, maintainable, and cost-effective solutions that improve project delivery, reduce schedule risk, address long lead procurement items, and provide long-term value to the Owner.

2.3 SCOPE OF WORK

A. The Design-Builder shall provide all professional design, preconstruction, construction, construction management, permitting, quality control, coordination, labor, materials, Request for Qualifications for Progressive Design-Build Services For the Hillandale Pump Station Project Page | 5 equipment, supervision, startup, commissioning, closeout, and related services necessary to complete the Project in accordance with the Owner’s performance requirements, schedule requirements, budget objectives, operational requirements, applicable laws and regulations, approved permits, and final Contract Documents.

B. The anticipated Scope of Work includes, but is not limited to, the following:

1. Planning, design, and construction of a new replacement treated water pump station that maintains the existing firm capacity, currently estimated at approximately 500 gpm, and satisfies the hydraulic performance requirements established by the Owner.

2. Civil, structural, mechanical, electrical, instrumentation, controls, and site improvements required for a complete and operational facility.

3. Evaluation and verification of existing conditions, including review of as-built information, field verification of piping and system geometry, and coordination with Owner operations staff.

4. Site investigations, survey, geotechnical services, utility coordination, and related field investigations required by the Design-Build team to develop the GMP and construct the project.

5. Development of design criteria and a Basis of Design that demonstrates how the proposed facility maintains existing capacity, hydraulic performance, and operational functionality.

6. Permitting and regulatory coordination with applicable federal, state, and local agencies.

7. Development of construction sequencing, temporary operations, bypass, tie-in, shutdown, startup, and transition plans required to maintain continuous service.

8. Open-book cost estimating, cost model development, schedule development, constructability review, value analysis, and GMP development during Phase 1 Services.

9. Procurement, installation, and integration of pumps, valves, piping, electrical systems, controls, instrumentation, and related systems.

10. Coordination with the Owner’s engineering, operations and maintenance staff during design development, equipment selection, shutdown planning, startup, commissioning, and transition to operations.

11. Testing, startup, commissioning, performance verification, training, closeout documentation, record drawings, warranties, and final acceptance support.

12. Decommissioning of the existing pump station after successful startup, commissioning, acceptance, and transition to the new facility, including removal of existing process equipment, salvage, protection of existing facilities, and restoration activities. The existing pump station building and generator building are currently anticipated to remain

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Builder shall evaluate innovative approaches for the disposition of the existing pump station building and generator building, including retention, modification, repurposing, partial removal, or complete demolition, for review and direction by the Owner.

C. Additional Scope of Work requirements are included in Exhibit A.

D. The Design-Builder shall not rely solely on as-built documentation. Existing conditions shall be independently verified during Phase 1 Services. Discrepancies between as-built documents and field conditions shall be identified and incorporated into the Basis of Design. Such discrepancies shall not constitute a change in scope unless determined otherwise by the

Owner.

E. The Design-Builder shall evaluate and confirm that the proposed facility maintains existing hydraulic conditions, including:

1. Suction and discharge characteristics.

2. System head conditions.

3. Operating ranges.

4. Pump performance.

5. Operational sequencing.

6. Existing system capacity.

7. Firm capacity.

F. Any proposed deviation from existing hydraulic performance or operational configuration shall be clearly identified and submitted to the Owner for review and written approval. The

Design-Builder should target improved efficiency of the new facility.

G. The Design-Builder shall be responsible for all means, methods, techniques, sequencing, and procedures required to deliver the Work in a safe, efficient, coordinated, and constructable manner.

H. The Project includes several key considerations that shall be addressed throughout Phase 1

Services and Phase 2 Services:

1. Maintaining Continuous Operations

The existing pump station must remain fully operational throughout design and construction. The Design-Builder shall develop and implement detailed sequencing and temporary operating strategies that maintain uninterrupted service and system pressure.

This includes planning for redundancy, minimizing risk during construction activities, and coordinating work to avoid service disruptions.

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2. Constrained Site and Constructability

Construction will occur adjacent to an active facility within a constrained site characterized by steep terrain. These conditions introduce challenges related to grades, access, and limited staging areas. The Design-Builder shall evaluate topography, access limitations, and material handling constraints and incorporate these factors into the design and construction approach. Emphasis shall be placed on safe construction practices, stabilization of work areas, and development of a constructable solution that minimizes rework, field conflicts, and risks associated with working on sloped conditions.

3. System Integration and Transition

The new facility must be fully integrated into the existing water system without impacting ongoing operations. The Design-Builder shall coordinate mechanical, electrical, controls, piping, and operational interfaces for compatibility with existing infrastructure. The

Design-Builder shall develop a clear transition plan for tie-ins, startup, testing, commissioning, cutover from the existing pump station to the new facility, and decommissioning of the existing pump station after the new facility has been accepted by the Owner.

4. Mechanical and Electrical Reliability

The Project includes critical mechanical and electrical systems that directly affect system performance and reliability. The Design-Builder shall prioritize equipment selection, system coordination, and installation practices that support long-term operational efficiency and dependability. Testing, startup, and commissioning activities shall be planned and executed to confirm performance under operational conditions.

5. Permitting and Regulatory Coordination

The Design-Builder shall identify all required permits and approvals and coordinate with applicable regulatory agencies throughout the Project. This includes understanding permitting timelines, integrating requirements into the project schedule, and maintaining compliance with all federal, state, and local regulations.

6. Commissioning and Startup

A comprehensive commissioning approach shall be developed and implemented to verify that all systems operate as intended. The Design-Builder shall plan for functional testing, system validation, and coordination with Owner staff to support a smooth transition into operation and final acceptance.

7. Risk Identification and Management

The Design-Builder shall proactively identify, evaluate, and manage risks associated with maintaining operations, site constraints, system integration, and construction sequencing. This includes ongoing risk assessment, development of mitigation strategies, Request for Qualifications for Progressive Design-Build Services For the Hillandale Pump Station Project Page | 8 and clear communication with the Owner regarding potential impacts to cost, schedule, and performance.

I. Any adjustments required to maintain equal or better performance shall be identified and submitted to the Owner during Phase 1 Services.

J. These considerations shall be actively addressed during Phase 1 Services through development of sequencing plans, risk registers, cost validation, and constructability evaluations that inform the GMP.

2.4 ESTIMATED BUDGET

A. The Owner’s current anticipated Design-Build budget is approximately $4,000,000. This amount is provided for planning and procurement purposes only and does not establish a contract price, GMP, or commitment by the Owner to authorize construction at that amount.

During Phase 1 Services, the selected Design-Builder shall validate scope, assumptions, risks, schedule, and market conditions and develop cost models and GMP proposals for Owner review.

2.5 PROJECT PROCUREMENT SCHEDULE

A. The following is the anticipated Project Procurement Schedule. The Owner reserves the right to modify the Project Procurement Schedule through issuance of Addenda.

Activity Target Milestone Date(s)

Issue RFQ August 4, 2026

Pre-submittal Meeting August 11, 2026 – 10:30 AM

Last Date to Submit Questions Regarding the Procurement or

Procurement Documents

August 17, 2026 – 5:00 PM

Eastern Time

SOQ Submission Date and Time September 1, 2026 – 5:00

PM Eastern Time

Review of SOQs and Evaluation Meeting September 15, 2026

Notification of Shortlisted Offerors September 18, 2026

Offeror Interviews October 1, 2026

Notice of Final Selection October 6, 2026

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B. Pre-submittal Meeting

1. A mandatory pre-submittal meeting will be conducted as shown in the Project

Procurement Schedule. The meeting will be held virtually. Meeting access information is as follows:

Microsoft Teams

Join: https://teams.microsoft.com/meet/246825306847346?p=3YD24wq3ODwrGBr2Hc

Meeting ID: 246 825 306 847 346

Passcode: NB3ZH2Lw

2. The purpose of the Pre-submittal meeting is to provide additional clarification of Project requirements and respond to Offeror questions. Information presented at the meeting shall not modify the RFQ unless issued through written Addenda.

3. Attendance at the pre-submittal meeting is mandatory. Each Offeror must have at least one representative attend the meeting. Attendance will be documented by the Owner based on the participant information recorded through Microsoft Teams. Each attendee shall identify the Offeror or Design-Build Team represented. Failure to attend the mandatory pre-submittal meeting may result in the Offeror’s SOQ being deemed non-responsive.

2.6 DEFINITIONS

A. Addendum or Addenda: Documentation issued by the Owner to modify, add to, or clarify the

RFQ or other Procurement Documents.

B. Alternate Key Team Member: An individual proposed to serve as a replacement for a Key

Team Member if approved by the Owner.

C. Business Day: Any day on which the Owner is open for regularly conducted business.

D. CivCast or Procurement Portal: CivCast, the Owner’s designated electronic procurement portal for posting this Procurement Document and receiving SOQ submissions, modifications, withdrawals, and resubmissions.

E. Design-Builder: The entity with the prime Progressive Design-Build contract with the Owner.

F. Design-Build Team: All entities listed by the Design-Builder as providing services, construction, materials, equipment, or other support for the Project. Members of the Design-

Build Team may also be referred to as Team Members.

G. Design Excellence: Design Excellence is achieved through solutions that meet or exceed the

Owner’s objectives and defined functional requirements, are durable and maintainable, https://teams.microsoft.com/meet/246825306847346?p=3YD24wq3ODwrGBr2Hc

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H. Guaranteed Maximum Price or GMP: The maximum price for construction established during or at the conclusion of Phase 1 Services and incorporated into the Design-Build Agreement through a formal amendment or other applicable contract authorization. The GMP shall define the agreed scope, schedule, price, assumptions, contingencies, allowances, exclusions, and risk allocations for Phase 2 Services.

I. Key Team Member: An individual assigned to the Project who performs a significant role in its design, construction, management, quality, safety, cost, schedule, startup, commissioning, or overall delivery. For purposes of this RFQ, Key Team Members include the Design-Build

Project Manager, Preconstruction Services Manager, Design Manager, Construction Manager, Superintendent, Design and Construction Quality Managers, Chief Estimator, Scheduler, Safety Manager, and any other individual identified by the Offeror as a Key Team Member.

J. Lead Contractor: The Design-Build Team Member primarily responsible for construction and construction management services.

K. Lead Designer: The Design-Build Team Member primarily responsible for professional design services.

L. Lead Member: The principal member of a joint venture or other multi-entity Offeror designated to act on behalf of the Offeror.

M. Offeror: The corporate entity or firm responding to this RFQ by submitting an SOQ and that, if selected by the Owner, may enter into the Design-Build Agreement as the Design-Builder.

N. Other Team Member: An individual or firm supporting the Project who is not identified as a

Key Team Member.

O. Owner: Greenville Water, Greenville, South Carolina.

P. Owner’s Advisor: The entity retained by the Owner to provide procurement support, technical review, and advisory services throughout the Project. The Owner’s Advisor shall not perform design or construction services for the Project.

Q. Phase 1 Services: The preconstruction phase of the Progressive Design-Build process, which may include design development, existing condition verification, investigations, permitting support, constructability review, cost model development, schedule development, risk evaluation, value analysis, and development of the GMP.

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R. Phase 2 Services: The final design, construction, system integration, startup, commissioning, closeout, and transition to Owner operations following execution of the GMP amendment or other applicable contract authorization.

S. Procurement: The Owner’s process for selecting a Design-Build Team for this Project.

T. Procurement Documents: All documents issued by the Owner in connection with the

Procurement or Project.

U. Project: The Hillandale Pump Station Project.

V. Projects of Similar Scope and Complexity: Projects that had completion dates within the last ten years and that have many or all of the following characteristics:

1. Design and construction of pump stations, booster pump stations, water system facilities, or other critical utility infrastructure.

2. Construction within or adjacent to active utility facilities where continuous operations were required.

3. Projects involving temporary operations, bypass systems, phased tie-ins, startup, commissioning, and transition to Owner operations.

4. Projects involving mechanical, electrical, instrumentation, controls, piping, valves, pumps, and related system integration.

5. Projects with constrained sites, limited access, steep terrain, limited staging, or other constructability challenges.

6. Projects delivered using Progressive Design-Build, Design-Build, CMAR, or another collaborative project delivery method involving early integration of design and construction professionals.

7. Projects where the Design-Builder or collaborative delivery team was selected before establishment of the final price and schedule and worked with the Owner to develop the final scope, schedule, cost model, and GMP.

W. Request for Qualifications or RFQ: This document.

X. Shortlisted Offeror: An Offeror selected by the Owner to participate in interviews after evaluation of SOQs.

Y. SOQ Evaluation Committee: The individuals designated by the Owner to evaluate and score

SOQs, conduct interviews, and make shortlisting and selection recommendations.

Z. Statement of Qualifications or SOQ: The written response submitted by an Offeror in response to this RFQ.

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3.0 PROCUREMENT PROCESS

3.1 GENERAL INFORMATION

A. Compliance with Legal Requirements

1. This Procurement will be conducted in accordance with all applicable federal, state, and local laws, rules, regulations, and Owner policies and procedures, including applicable provisions of the South Carolina Consolidated Procurement Code, S.C. Code Ann. § 11-35-

10 et seq., to the extent such provisions apply to the Owner and this Procurement.

2. The Owner has selected Progressive Design-Build as the project delivery method for this

Project. South Carolina law recognizes Design-Build as a project delivery method in which a governmental body enters into a single contract for design and construction of an infrastructure facility. For purposes of this Procurement, the Project includes new water infrastructure and pumping station.

3. The Owner has determined in writing that Progressive Design-Build is the project delivery method most advantageous to the Owner for this Project.

4. This Procurement is intended to be conducted as a qualifications-based selection process, without consideration of price in the evaluation and ranking of Offerors. No separate

Request for Proposals will be issued, and no Price Proposal will be requested as part of this Procurement.

5. The Owner intends to use the RFQ, SOQ evaluation, shortlisting, interviews, final ranking, and negotiation process described in this RFQ to select the Design-Builder that the Owner determines to be the most qualified and in the best interest of the Owner.

6. After final selection, the Owner intends to enter into negotiations with the selected

Offeror for the Progressive Design-Build Agreement, including Phase 1 Services compensation and other contract terms.

7. By submitting an SOQ, each Offeror represents that it has carefully reviewed all

Procurement Documents, including this RFQ and any Addenda, and agrees to be bound by the terms, conditions, and requirements contained herein.

B. Conflict of Interest and Communications with the Owner

1. Consultants who assisted the Owner in preparing this RFQ, the draft Agreement, General

Conditions, procurement documents, technical information, or related procurement materials may not propose or participate on any Design-Build Team for this Project.

2. The following consultants shall not propose or participate on any Design-Build Team for this Project: Freese and Nichols, Inc.

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3. Offerors are required to conduct the preparation of their SOQs with professional integrity and free of lobbying activities.

4. Communication with the Owner regarding this Project shall be directed only to the following Owner Contact: Colin Mangelsdorf, P.E., cmangelsdorf@greenvillewater.com

5. Offerors shall not communicate about the Project or the Procurement with any other

Owner employees, representatives, consultants, or advisors, including the Owner’s

Advisor. Communication with any other individuals regarding this Procurement may result in disqualification.

6. Any verified allegation that an Offeror, Design-Build Team Member, agent, consultant, or representative has made unauthorized contact or attempted to influence the evaluation, ranking, shortlisting, interview, negotiation, or selection process may be cause for the

Owner to disqualify the Offeror from submitting an SOQ, disqualify the Design-Build Team

Member from participating in the Procurement, or discontinue further consideration of the Offeror or Design-Build Team Member.

7. During the procurement period for this Project, Offerors shall not initiate contact with the public, Owner customers, adjacent property owners, regulatory agencies, or other external stakeholders regarding the Project unless expressly authorized in writing by the

Owner.

8. Following selection of Shortlisted Offerors, the Owner may issue additional written instructions regarding permitted communications, interviews, clarifications, and other procurement activities. Any permitted communications shall be conducted only in accordance with the written instructions issued by the Owner.

3.2 OWNER RIGHTS AND PROCUREMENT CONDITIONS

A. The Owner reserves without limitation, and may exercise at its sole discretion, the following rights and conditions with regard to this Procurement process:

1. To cancel, withdraw, postpone, suspend, or terminate the Procurement process, in whole or in part.

2. To reject any or all SOQs.

3. To waive any non-material deficiencies, informalities, or irregularities in an SOQ.

4. To revise the Procurement Documents and Project Procurement Schedule by Addendum.

5. To reject any Offeror that submits an incomplete, inadequate, non-responsive, or non-compliant SOQ.

6. To require confirmation of information furnished by an Offeror.

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7. To require additional information from an Offeror concerning its SOQ.

8. To require additional evidence of qualifications to perform the Work described in this

RFQ.

9. To provide clarifications or conduct discussions, at any time, with one or more Offerors.

10. To seek or obtain information from any source that may improve the Owner’s understanding and evaluation of the qualifications, experience, responsibility, or responsiveness of an Offeror.

11. To contact references not listed in the SOQ.

12. To investigate statements in the SOQ and the qualifications and experience of the Offeror and any firms or individuals identified in the SOQ.

13. To consider alternative technical concepts, approaches, or methods identified by

Offerors.

14. To disqualify any Offeror that does not comply with the requirements of this RFQ.

15. To reject an SOQ that includes exceptions, qualifications, conditions, or requested contract changes anywhere other than the required Exhibit F.

16. To approve or disapprove the use of subconsultants, subcontractors, Key Team Members, or substitutions or changes to subconsultants, subcontractors, or Key Team Members identified in the SOQ.

17. To make final decisions regarding the utilization of proposed subcontractors, subconsultants, and personnel of the selected Design-Build Team, consistent with the

Contract Documents and applicable law.

18. To take any action affecting the RFQ process or the Project that the Owner determines to be in its best interest.

19. To use, reproduce, or disclose materials, data, and information submitted in response to this RFQ as permitted by law.

B. A response to this RFQ shall not be construed as a contract or commitment of any kind. No recommendation, ranking, or conclusion from this RFQ process concerning any Offeror shall create a right, entitlement, or cause of action except as may be expressly provided by applicable law.

C. No binding contract, obligation to negotiate, or other obligation shall be created on the part of the Owner unless and until the Owner and selected Offeror execute a written agreement.

D. If the Owner and selected Design-Builder do not agree on the GMP, Phase 2 scope, schedule, risk allocation, or other material terms acceptable to the Owner, the Owner may terminate negotiations or terminate the Design-Builder’s services after Phase 1 in accordance with the

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Agreement. Upon such termination, the Owner may use the Phase 1 work product, including studies, investigations, design documents, cost models, schedules, risk registers, permit materials, and other Project information, to complete the Project by another delivery method or with another contractor, subject to the terms of the Agreement.

3.3 OUTLINE OF THE PROCUREMENT PROCESS

A. Request for Qualifications (RFQ) and Selection

1. This RFQ invites firms to submit SOQs describing in detail their technical, management, and financial qualifications to deliver the Project. The issuance of this RFQ is the first phase of the Procurement process.

2. Offerors will submit their SOQ and other deliverables required pursuant to this

Procurement at the time and in the manner set forth in this RFQ and any Addenda. The

Owner will not consider SOQs or other deliverables that are submitted after the time set forth in the RFQ. Offerors are solely responsible for making sure that the Owner receives the SOQ in a timely fashion.

3. The Owner will evaluate the information submitted by each Offeror for responsiveness to this RFQ and will evaluate each responsive SOQ pursuant to the evaluation criteria described herein.

4. All SOQs will be evaluated in accordance solely with the criteria established in the RFQ and any Addenda issued thereto. The evaluation criteria are listed herein, including the relative weight given to each criterion.

5. Not more than three responsive and responsible Offerors will be shortlisted and invited to participate in interviews. Following interviews, the Owner will rank the shortlisted

Offerors and may begin negotiations with the highest-ranked Offeror.

6. The Owner will determine the shortlist and final ranking in accordance with the evaluation and scoring process described within this RFQ.

7. After shortlisting, the Offeror may not replace any Team Member or Key Team Member identified in the SOQ without the Owner’s prior written approval. Any approved change may result in re-evaluation of the Offeror’s qualifications and ranking.

B. Evaluation and Ranking of Offerors

1. The Owner will evaluate and rank Offerors through a two-step process consisting of:

a. Written SOQ evaluation to determine the shortlist; and

b. Interviews of shortlisted Offerors to determine the final ranking and selection recommendation.

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2. The Owner will evaluate each responsive Written SOQ using the evaluation criteria and weighting identified. Each evaluator will assign a qualitative rating for each criterion using the scoring methodology described in this Section. Based on the Written SOQ scores, the

Owner will shortlist not more than three responsive and responsible Offerors for interviews. The Owner may average evaluator scores or otherwise normalize scores for consistency before determining final Written SOQ scores.

3. Following interviews, the Owner will evaluate each shortlisted Offeror using the interview criteria and weighting identified in this RFQ. Interview scores will determine the final ranking and selection recommendation. Written SOQ scores will not be combined with interview scores for final ranking. The Owner will begin negotiations with the highest ranked Offeror. If the Owner is unable to reach agreement with the highest ranked

Offeror, the Owner may terminate negotiations and begin negotiations with the next highest ranked Offeror, in accordance with applicable law and Owner procurement requirements.

Item Written SOQ Interview Description of Evaluation Focus

1. Qualifications and Availability of Key Team Members

25 points 25 points Experience, capability, and availability of Key Team Members.

2. Relevant Project Experience

20 points 20 points Experience delivering similar projects with successful outcomes.

3. Project Understanding and Approach – Phase 1 (Preconstruction)

15 points 15 points

Demonstrated understanding of the Project, Phase 1 scope of services, site conditions, operational constraints, and challenges.

4. Project Understanding and Approach – Phase 2 (Construction)

15 points 15 points

Demonstrated understanding of the Phase 2 scope of services including construction execution, sequencing, and system integration.

5. Risk Management Approach

15 points 15 points Ability to identify, assign responsibilities, and manage project risks.

6. Quality and Clarity 10 points 10 points

Organization, completeness, clarity, and effectiveness of the Written SOQ or Interview, as applicable.

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4. Scoring Methodology: Each criterion will be evaluated on a scale of 1 to 5 as described in the Qualitative Scoring Guide. The numerical score for each criterion will be determined by dividing the evaluator’s qualitative rating by 5 and multiplying the result by the maximum point value assigned to that criterion. The sum of all weighted criterion scores will constitute the Offeror’s total score for the Written SOQ or Interview, as applicable, each with a maximum of 100 points.

5. Qualitative Scoring Guide: To promote consistency in evaluation, the following qualitative scale will be used for each criterion:

Rating Description

Excellent (5) Exceeds requirements; demonstrates outstanding understanding, capability, and value.

Good (4) Fully meets requirements; solid and well-documented evidence of understanding or capability.

Fair (3) Meets most requirements; moderate understanding or experience demonstrated.

Poor (2) Partially meets requirements; notable weaknesses or gaps.

Unsatisfactory (1) Does not meet minimum requirements or demonstrates inadequate understanding.

6. In the event two or more Offerors achieve identical final scores, the Owner may consider qualitative factors that best align with the Project objectives and evaluation criteria stated in this RFQ.

7. The same evaluation criteria and weighting shall be used for the Written SOQ evaluation and the interview evaluation; however, the Written SOQ scores will be used only to determine the shortlist, and the interview scores will determine the final ranking and selection recommendation.

8. Material misstatements and/or inaccuracies in the information submitted in the SOQ (or interview) that was a basis for evaluation, scoring and ranking may be grounds for rejection of the SOQ for this Project.

9. Any material misstatements and/or inaccuracies, if discovered after award of the

Agreement may be grounds for immediate termination of the Agreement, at the Owner’s sole discretion.

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10. Additionally, the Offeror will be liable to the Owner for any additional costs or damages to the Owner resulting from such misstatements and/or inaccuracies, including costs and attorney's fees for collecting such costs and damages.

11. Submission of an SOQ indicates Offeror’s acceptance of the evaluation criteria and weighting contained in the RFQ as well as Offeror’s recognition and acknowledgement that subjective judgments must be made by the SOQ Evaluation Committee during the evaluation.

C. Failure to Comply

1. The Owner may choose to exercise the following options for a SOQ that fails to comply with any requirement of this RFQ: a) assign a low rating, or b) deem the SOQ non-responsive and eliminate it from further consideration.

D. Modification or Withdrawal of SOQ

1. Offerors may modify or withdraw their SOQs through CivCast at any time before the SOQ

Submission Date and Time.

2. Withdrawal of an SOQ will not preclude an Offeror from subsequently submitting a new

SOQ, provided the new SOQ is properly submitted through CivCast before the SOQ

Submission Date and Time.

E. Contract Format

1. The Owner will enter into negotiations for the Progressive Design-Build Agreement with the selected Offeror.

2. The draft Agreement and General Conditions are included in this RFQ in Exhibit D and E.

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4.0 SOQ SUBMITTAL, FORMAT, AND ORGANIZATION

4.1 SUBMITTAL REQUIREMENTS

A. To be considered for providing the required services to the Owner, the Offeror must submit the SOQ electronically through CivCast before the SOQ Submission Date and Time.

B. The SOQ must be submitted in searchable PDF format only.

C. External links to SOQ files will not be accepted.

D. Each Offeror is solely responsible for making sure that the SOQ package is submitted before the SOQ Submission Date and Time.

E. Offerors accept all risks of late delivery regardless of fault.

F. Offerors also accept all risks if the file is corrupted, incorrect, incomplete, or not attached.

G. SOQs received after the due date and time will not be considered.

H. SOQs submitted by any method other than through CivCast will not be accepted.

4.2 FORMAT REQUIREMENTS

A. Pages shall be numbered. Required forms, resumes, covers, sub-tabs and dividers do not count toward the page limit.

B. Pages shall be formatted on 8.5 × 11-inch paper. Pages larger than 8.5 × 11 inches, up to and including 11 × 17 inches, may be used in any section at the Offeror’s discretion for charts, tables, photographs, graphics, and similar content, but shall not be used solely for SOQ narrative. Each 11 × 17-inch page will count as two pages toward the applicable page limit.

C. Include clearly labeled section dividers or PDF bookmarks between SOQ sections.

D. The font shall be no smaller than 11 points for narrative sections, but may be reduced for captions, footnotes, etc. as required while still maintaining legibility.

E. Page limits are provided for individual sections in RFQ Section 4.3.

F. SOQs that exceed the page limit may be rejected, or the Owner may disregard pages exceeding the stated page limits.

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4.3 SOQ ORGANIZATION

4.3.1 Cover Letter

A. Page limit: 1 page maximum

B. The cover letter shall describe the Offeror’s interest in the Hillandale Pump Station Project, and the advantages the Offeror’s proposed team brings to the Project.

C. The cover letter shall be signed by an individual authorized to execute contracts on behalf of the Offeror.

D. The cover letter shall identify the Offeror’s designated contact person for this Project, including name, title, email address, and phone number.

E. The cover letter shall confirm the Offeror’s commitment to provide the proposed Key Team

Members for the duration of the Project.

F. The cover letter shall acknowledge receipt of all Addenda issued for this RFQ.

4.3.2 Section 1 – Qualifications and Availability of Key Team Members

A. Page limit: 6 page maximum

B. This section should demonstrate that the Offeror has assembled the right firms, leadership structure, Key Team Members, and support resources to successfully deliver the Project.

C. Resumes do not count toward the 6-page limit. Each individual resume shall comply with the resume page limits listed.

D. Only resumes for Key Team Members, Alternate Key Team Members, and up to five Other

Team Members should be submitted.

1. Key Team Member resumes are limited to two pages each.

2. Alternate Key Team Member and Other Team Member resumes are limited to one page each.

E. The Offeror shall provide a brief overview of the Offeror’s history, ownership, organization, relevant lines of business, office locations, years in business, and experience providing design, construction, and collaborative delivery services.

F. The Offeror shall describe the managerial structure proposed for this Project, including reporting relationships and how the structure will benefit the Project.

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G. The Offeror shall describe how the proposed project management structure supports coordination between design, construction, preconstruction, cost estimating, scheduling, quality, safety, commissioning, and operations.

H. Describe the history of prior working relationships among the Lead Contractor, Lead Designer, Lead Member, Key Team Members, and other major Team Members.

I. Provide a narrative describing the functional role and services that will be provided by the

Lead Contractor, Lead Designer, Lead Member, Key Team Members, and Other Team

Members.

J. Provide an organizational chart for this Project showing the functional structure of the Project

Team with lines identifying significant positions and participants, both firms and individuals or positions, who are responsible for major elements of the Services and critical support elements.

K. The Offeror shall designate the Key Team Members proposed for the Project and indicate those Key Team Members on the organizational chart.

L. Key Team Member positions shown on the organizational chart must have named individuals.

M. Include all Key Team Members and supporting team members, as well as subconsultants and subcontractors.

N. The chart shall identify each team member’s employer and role.

O. Other Team Members required to be identified on the organizational chart include individuals or firms responsible for geotechnical services, surveying,…