INVITATION TO BID (ITB)

CITY OF MILTON

MILTON, FL

ITB NO.: 2026.05

BID TITLE: DIRECTIONAL BORING SERVICES

(Horizontal Directional Drilling (HDD))

Publish Date: Bid Due/Bid Opening Date:

06/25/2026 07/22/2026 by 2:00 PM

All Questions Due: Answers Posted:

07/09/2026 at 2:00 PM (cst) 07/15/2026 at 2:00 PM (cst)

SUBMIT SEALED BIDS TO:

City of Milton

Purchasing Department

ATTN: Michele Williams

6738 Dixon Street

Milton, Florida 32570

2026.05 ITB Directional Boring Services (HDD) | Page 2 of 54

Contents

ADVERTISEMENT FOR BIDS

SECTION 1 – AUTHORITY

SECTION 2 – DEFINITIONS

SECTION 3 – GENERAL INFORMATION

SECTION 4 – SCOPE OF SERVICES

SECTION 5 – COMPENSATION AND PRICING

SECTION 6 – MINIMUM QUALIFICATIONS

SECTION 7 – SPECIAL REQUIREMENTS

SECTION 8 – EVALUATION AND BASIS OF AWARD

SECTION 9 – AWARD PROCESS AND CONTRACT

SECTION 10 – BID SUBMITTAL REQUIREMENTS

SECTION 11 – INSTRUCTIONS TO BIDDER

APPENDIX A

BID FORM

BID SCHEDULE

BIDDER QUALIFICATION STATEMENT

BIDDER CERTIFICATION AND ADDENDA ACKNOWLEDGEMENT

APPENDIX B

AFFIDAVIT OF COMPLIANCE WITH HUMAN TRAFFICKING LAWS

CERTIFICATION REGARDING NONDISCRIMINATION

CONFLICT-OF-INTEREST CERTIFICATION

DRUG-FREE WORKPLACE CERTIFICATION

E-VERIFY COMPLIANCE CERTIFICATION

NON-COLLUSION AFFIDAVIT

PROMPT PAYMENT COMPLIANCE CERTIFICATION

PUBLIC ENTITY CRIMES AFFIDAVIT

SCRUTINIZED COMPANIES CERTIFICATION

APPENDIX C

2026.05 ITB Directional Boring Services (HDD) | Page 3 of 54

ADVERTISEMENT FOR BIDS

2026.05 ITB DIRECTIONAL BORING SERVICES

(Horizontal Directional Drilling)

SECTION 1 – AUTHORITY

The City of Milton, Florida (“City”) issues this Invitation to Bid (“ITB”) pursuant to

Chapter 166, Fla. Stat., including §166.021, Fla. Stat., Chapter 255, Fla. Stat., and the City of Milton Purchasing Policy 9.0, as may be amended.

The City invites sealed bids from qualified and licensed contractors to provide

Directional Boring Services (Horizontal Directional Drilling (HDD))on an as-needed, Purchase Order basis.

Bids will be received at City Hall, 6738 Dixon Street, Milton, Florida, until the stated deadline. Bids received after that time will not be accepted.

The Work constitutes public construction-related services involving underground installation, subject to the bidding thresholds of §255.20, F.S., and the payment and performance bond requirements of §255.05, F.S.

Bidders shall hold all licenses required under Chapter 489, F.S., in the appropriate classification at the time of bid submission and shall maintain such licensure throughout the term of the Contract.

Award, if made, shall be made to the lowest responsive and responsible Bidder in accordance with applicable Florida law and the City’s Purchasing Policy.

The City reserves the right to reject any or all bids, to waive minor irregularities, and to accept the bid determined to be in the best interest of the City.

2026.05 ITB Directional Boring Services (HDD) | Page 4 of 54

SECTION 2 – DEFINITIONS

For purposes of this Invitation to Bid and the resulting Contract, the following terms shall have the meanings set forth below:

2.1 “ITB” or “Solicitation” means this Invitation to Bid, including all appendices, exhibits, and addenda issued by the City prior to Bid opening.

2.2 “Addendum” means a written clarification, modification, or revision to the

ITB issued by the City prior to Bid opening.

2.3 “Bid” means the written offer submitted by a Bidder in response to this ITB to perform the Work in accordance with the Contract Documents at the prices stated.

2.4 “Bidder” means a firm, partnership, corporation, limited liability company, or other legal entity properly licensed under Chapter 489, Florida Statutes, and legally authorized to perform underground utility construction work in the State of Florida.

2.5 “Responsive Bid” means a Bid that conforms in all material respects to the requirements of this ITB and the Contract Documents, without material deviation, reservation, or omission.

2.6 “Responsible Bidder” means a Bidder who possesses the capability, integrity, financial capacity, experience, equipment, and personnel necessary to fully perform the Contract requirements.

2.7 “Notice of Award” means the written notice issued by the City identifying the successful Bidder.

2.8 “Agreement” or “Contract” means the written agreement executed between the City and the Contractor, including all Contract Documents incorporated therein.

2.9 “Contract Documents” means the Contract, including all exhibits and attachments, all Purchase Orders, and all duly executed amendments and change orders.

2.9 “City” means the City of Milton, Florida.

2026.05 ITB Directional Boring Services (HDD) | Page 5 of 54

2.10 “Contractor” means the Bidder to whom the Contract is awarded and who executes the Agreement with the City.

2.11 “Work” means all directional boring (horizontal directional drilling) services and incidental obligations required under a Purchase Order, including labor, supervision, equipment, drilling operations, utility coordination, cleanup, restoration, and required documentation.

2.12 “Purchase Order” means a written directive issued by the City authorizing the Contractor to perform specific Work under the Contract, defining the scope, location, applicable unit prices, and any special conditions. No Work shall be performed without a written Purchase Order.

2.13 “Contract Documents” means the documents that form the binding agreement between the City and the Contractor, as described in the

Contract in Appendix C, and any executed Change Orders.

2.14 “Unit Price” means the fixed price for a specific pay item as set forth in the

Bid Schedule, including all labor, equipment, Contractor-furnished materials and consumables, drilling fluids, supervision, overhead, profit, and incidentals necessary to complete that unit of Work. Unit prices do not include the cost of

City-furnished materials.

2.15 “Unit-Price, Purchase Order-Based Contract” means a term services contract under which Work is performed only upon issuance of a Purchase

Order and compensation is based solely on actual quantities completed and accepted at the unit prices stated in the Contract. No minimum or maximum quantity of Work is guaranteed.

2.16 “Final Completion” means the point at which all Work required under a

Purchase Order has been fully completed in accordance with the Contract

Documents, all required documentation has been submitted and accepted, all restoration has been completed, and the City has issued written acceptance.

2.17 “Change Order” means a written amendment to a Purchase Order or the

Contract, executed by the City and the Contractor, authorizing a change in scope, price, or time.

2.18 “Subcontractor” means an individual or entity having a direct contract with the Contractor to perform a portion of the Work.

2026.05 ITB Directional Boring Services (HDD) | Page 6 of 54

2.19 “Business Day” means any day other than a Saturday, Sunday, or legal holiday observed by the City.

SECTION 3 – GENERAL INFORMATION

3.1 Solicitation Overview

The City is soliciting sealed bids from qualified and properly licensed contractors to provide Directional Boring Services (Horizontal Directional Drilling) on a as-needed, Purchase Order basis.

The Work shall consist of furnishing all labor, supervision, equipment, tools, drilling operations, and incidentals necessary to perform directional boring services for the installation, maintenance, and repair of underground utility infrastructure, including water, sewer, and natural gas systems, as more particularly described in the Contract Documents.

The City will furnish the pipe and related materials to be installed, as further described in Section 4.18 (City-Furnished Materials). The Contractor shall furnish all other materials, drilling fluids, and consumables necessary to perform the

Work.

This Solicitation establishes a non-exclusive, unit-price, Purchase Order-based term services contract. Work will be authorized by individual Purchase Orders issued by the City. The City makes no guarantee as to the quantity, frequency, or dollar value of Work to be performed under the Contract.

This Solicitation is issued as a competitive sealed bid pursuant to §255.20, Florida

Statutes.

Award, if made, will be to the lowest responsive and responsible Bidder whose

Bid conforms in all material respects to the requirements of this ITB.

The City reserves the right to reject any or all Bids and to waive minor irregularities that do not affect price, competition, or the substantive rights of the parties, as permitted by law.

3.2 Issuing Office

This Solicitation is issued by the City of Milton Purchasing Division.

All communications regarding this ITB shall be directed solely to the designated

Procurement Representative identified in this Section. Unauthorized contact with other City personnel regarding this Solicitation may result in disqualification.

2026.05 ITB Directional Boring Services (HDD) | Page 7 of 54

3.3 Administrative Details and Dates

Bid No.: 2026.05

Bid Title: Directional Boring Services

(Horizontal Directional Drilling)

Date of Issuance: 06/25/2026

Description and Services: As-needed horizontal directional drilling services for underground utility installation in accordance with the Contract Documents.

Reference: Section 4 – Scope of Work

Service Area: City of Milton and, where authorized, Santa

Rosa County.

Reference: Section 4.6 – Site Conditions

Contract Term: One (1) year initial term with up to three (3) one-year renewal options

Reference: Section 9.7 – Contract Term and

Renewal

Procurement Contact: Name: Michele Williams

Phone: (850) 983-5400

Email: mwilliams@miltonfl.org

Department Head / Project Manager: Joe Cook

Phone: (850) 983-5480

Email: jecook@miltonfl.org

Contract Coordinator:

Name: April Taylor

Phone: (850) 983-5400

Email: ataylor@miltonfl.org

Pre-Bid Conference:

Will NOT be held mailto:mwilliams@miltonfl.org mailto:jecook@miltonfl.org mailto:ataylor@miltonfl.org

2026.05 ITB Directional Boring Services (HDD) | Page 8 of 54

Questions Due By: 07/09/2026

Anwers Posted By: 07/15/2026

Bid Submittal Deadline:

(NOTE: BIDS MUST BE DELIVERED TO CITY HALL.

ELECTRONIC BIDS ARE NOT ACCEPTED.)

07/22/2026

Questions Due By: 07/22/2026

Site Visit:

☒ Will NOT be held

A pre-bid site visit will not be held for this

Solicitation.

Reference: Section 11.2 – Site Conditions and Work Locations

3.4 Addenda

All changes, clarifications, or interpretations of the Solicitation Documents shall be issued by written addendum.

Verbal statements, interpretations, or clarifications shall not be binding.

Bidders are solely responsible for monitoring the City’s designated solicitation platforms and acknowledging receipt of all addenda in their Bid.

3.5 Bid Validity

Bids shall remain valid for ninety (90) calendar days after Bid opening, unless extended by mutual written agreement of the parties.

3.6 Communications Restrictions

From the date of advertisement of this ITB until issuance of a Notice of Award or withdrawal of the Solicitation, all communications regarding this ITB shall be directed solely to the Procurement Representative.

Violation of this provision may result in the Bid being deemed non-responsive or the Bidder being determined non-responsible.

3.7 Form of Agreement

The Form of Agreement, including all exhibits, is attached to this Solicitation as

Appendix C and is incorporated herein by reference.

2026.05 ITB Directional Boring Services (HDD) | Page 9 of 54

The successful Bidder shall execute the Agreement without material alteration, except as approved in writing by the City.

Submission of a Bid constitutes acknowledgment of, and agreement to execute, the Form of Agreement if awarded.

3.8 No Negotiation

This is a competitive sealed bid. Except as permitted by law, the City shall not negotiate price with the lowest responsive and responsible Bidder.

SECTION 4 – SCOPE OF SERVICES

4.1 Description of Services

The City is soliciting bids from qualified and properly licensed contractors to provide Directional Boring Services (Horizontal Directional Drilling) on an as-needed, Purchase Order basis.

The Work shall consist of furnishing all labor, supervision, equipment, tools, drilling fluids, and incidentals necessary to perform horizontal directional drilling for the installation of underground utilities, including but not limited to water, sewer, and natural gas systems, in accordance with the Contract Documents.

The Scope of Services set forth herein is intended as a general description of the

Work. Additional requirements governing performance, technical obligations, utility protection, restoration, permitting, emergency response, safety, indemnification, and related responsibilities are contained within Appendix C –

Form of Agreement, which is incorporated into and made part of this ITB.

4.2 Service Area

Work under this Contract shall be performed within the City of Milton.

Work may also be performed within Santa Rosa County, but only when:

• Specifically authorized by the City; and

• Identified in the applicable Purchase Order.

The Contractor shall not perform Work outside the Service Area without prior written authorization from the City.

The Contractor acknowledges that Work locations may vary within the Service

Area.

4.3 Work Authorization

No Work shall be performed without a written Purchase Order issued by the City.

2026.05 ITB Directional Boring Services (HDD) | Page 10 of 54

Each Purchase Order shall define:

• Location of Work

• Pipe type and size

• Bore length

• Applicable unit pricing

• Any special conditions or requirements

The Contractor shall perform only the Work expressly authorized in the Purchase

Order.

4.4 Scope Parameters

Unless otherwise authorized in writing by the City:

• Pipe diameters shall be limited to 2 inches through 12 inches

• Individual bore lengths shall be less than 500 linear feet

Work outside these parameters shall be:

• Considered out-of-scope

• Quoted separately

• Authorized only by written Purchase Order or Change Order

4.5 Mobilization and Response

For standard Work authorized under a Purchase Order, the Contractor shall mobilize and commence Work within five (5) business days after issuance of the

Purchase Order, unless otherwise authorized in writing by the City

Representative.

For emergency Work, the Contractor shall comply with Section 4.6.

4.6 Emergency Response

The Contractor shall maintain the capability to respond to emergency Work on a twenty-four (24) hour per day, seven (7) day per week basis.

Upon notification by the City of emergency Work, the Contractor shall be on-site and prepared to commence emergency operations within five (5) hours, unless otherwise authorized by the City Representative.

Failure to meet required response times may constitute a material performance deficiency subject to the remedies provided in this Contract.

4.7 Plans, Specifications, and Field Conditions

Where applicable, the City may provide drawings, sketches, or technical requirements for specific Purchase Orders.

2026.05 ITB Directional Boring Services (HDD) | Page 11 of 54

The Contractor shall:

• Verify all field conditions prior to commencing Work

• Perform all Work in accordance with the Contract Documents and

Purchase Order requirements

In the event of a conflict among Contract Documents, the order of precedence set forth in the Agreement shall govern.

4.8 Site Conditions

Site conditions may vary by location. Contractors are responsible for verifying field conditions prior to commencing Work. Additional requirements regarding differing site conditions are set forth in the Contract Documents.

4.9 Permits and Regulatory Compliance

Permitting responsibility shall be as defined in the Contract Documents or applicable Purchase Order.

Unless otherwise specified in writing:

• The City may obtain primary project permits;

• The Contractor shall obtain any permits required for its means and methods, traffic control, or operational activities.

The Contractor shall comply with all applicable federal, state, and local laws, including but not limited to:

• Chapter 556, Florida Statutes (Underground Facility Damage Prevention and Safety Act)

• Applicable environmental regulations

• Local right-of-way and traffic control requirements

4.10 Utility Verification and Protection

The Contractor shall comply with all applicable utility locate and verification requirements, including Sunshine 811 notification and positive verification where necessary. Detailed utility protection and liability requirements are set forth in the

Contract Documents.

4.11 Drilling Operations and Environmental Controls

The Contractor shall:

• Properly manage drilling fluids and returns

2026.05 ITB Directional Boring Services (HDD) | Page 12 of 54

• Prevent, contain, and remediate any inadvertent returns (frac-outs)

• Protect environmentally sensitive areas and drainage systems

All drilling operations shall be performed in a manner that minimizes risk to public infrastructure and the environment.

4.12 Restoration and Clean-Up

Upon completion of each Purchase Order, the Contractor shall:

• Restore all disturbed areas to equal or better condition;

• Repair any damage to pavement, utilities, or adjacent property; and

• Remove all debris and leave the work area in a clean and safe condition.

4.13 Standards of Performance

All Work shall be performed:

• In a safe, professional, and workmanlike manner

• In accordance with generally accepted HDD industry standards

• In compliance with the Contract Documents

4.14 Supervision

The Contractor shall provide competent supervision for all Work and shall designate a responsible representative authorized to coordinate with the City.

4.15 Work Hours

Routine Work shall be performed during the City’s normal operating hours, Monday through Friday, 7:30 am to 4:30 pm, excluding City holidays as stated on the City’s website.

Work outside normal hours may be required for:

• Emergency response; or

• Traffic or operational constraints

• Such Work must be authorized by the City.

4.16 Coordination

The Contractor shall coordinate Work with:

• The City

• Utility providers

• Other contractors, as applicable to ensure safe and efficient performance.

2026.05 ITB Directional Boring Services (HDD) | Page 13 of 54

4.17 Unauthorized Work

The Contractor shall not perform any Work beyond that authorized in a

Purchase Order or Change Order.

The City shall not be responsible for payment for:

• Unauthorized Work

• Work performed outside approved scope

• Work performed without proper authorization

4.18 City-Furnished Materials

The City will furnish the pipe and appurtenances to be installed under each

Purchase Order. City-furnished materials will be made available to the

Contractor at the location identified in the applicable Purchase Order.

The Contractor shall furnish all other materials necessary to perform the Work, including but not limited to drilling fluids, bentonite and additives, [tracer wire, fusion couplings,] and all consumables and incidentals, unless a specific

Purchase Order states otherwise.

The Contractor shall receive, unload, transport, store, handle, and protect all

City-furnished materials from the time of delivery or pick up until acceptance of the Work, and shall inspect City-furnished materials upon receipt and promptly notify the City of any shortage, defect, or damage. The Contractor shall replace, at its own expense, any City-furnished material lost, damaged, or rendered unusable due to the Contractor's handling, negligence, or improper installation. Title to City-furnished materials remains with the City at all times. The

Contractor shall account for and return all unused City-furnished materials to the

City upon completion of each Purchase Order.

2026.05 ITB Directional Boring Services (HDD) | Page 14 of 54

SECTION 5 – COMPENSATION AND PRICING

5.1 Basis of Compensation

This Solicitation establishes a unit-price, Purchase Order-based contract.

Compensation to the Contractor shall be based solely on the unit prices submitted in the Bid Schedule and only for Work authorized by a written

Purchase Order and accepted by the City.

Each unit price shall be deemed to include all labor, supervision, equipment, drilling operations, mobilization, overhead, profit, and all incidentals necessary to complete the applicable unit of Work in accordance with the Contract

Documents.

5.2 Payment Conditions

Payment shall be made only for:

• Work that has been fully completed in accordance with the applicable

Purchase Order; and

• Work that has achieved Final Completion and written acceptance by the

City.

The City shall not make payment for:

• Partial or incomplete Work;

• Failed or abandoned bores;

• Unauthorized Work; or

• Work not performed in accordance with the Contract Documents.

5.3 Purchase Order Control

All Work shall be performed pursuant to a written Purchase Order issued by the

City.

The Purchase Order shall identify:

• Scope of Work

• Location

• Applicable unit price items

• Any authorized additional items or conditions

The Contractor shall invoice only for Work performed in accordance with the applicable Purchase Order.

2026.05 ITB Directional Boring Services (HDD) | Page 15 of 54

5.4 No Quantity Guarantee

This Contract is an as-needed term services agreement.

The City makes no representation or guarantee regarding:

• The quantity of Work to be performed;

• The frequency of Purchase Orders; or

• The total dollar value of the Contract.

5.5 No Estimated Quantities

No estimated quantities are provided in the Bid Schedule. The City makes no representation or guarantee regarding the quantity, frequency, or dollar value of Work. Unit pricing shall be evaluated in accordance with Section 8.2.

5.6 Additional Items and Out-of-Scope Work

Work outside the standard scope defined in the Contract Documents, including but not limited to:

• Pipe diameters exceeding specified limits;

• Bore lengths exceeding specified limits; or

• Conditions materially differing from those anticipated;

Shall be:

• Separately quoted by the Contractor; and

• Performed only upon written authorization by the City through a Purchase

Order or Change Order.

5.7 City-Furnished Materials

The unit prices in the Bid Schedule are for installation only and do not include the cost of City-furnished pipe or appurtenances, which the City supplies at no cost to the Contractor. The Contractor shall not include the cost of City-furnished materials in its unit prices. Unit prices include all Contractor-furnished materials, drilling fluids, and consumables as set forth in Section 4.18.

2026.05 ITB Directional Boring Services (HDD) | Page 16 of 54

SECTION 6 – MINIMUM QUALIFICATIONS

6.1 Minimum Requirements

☒ Shall Apply

To be considered for award, the Bidder must meet the following minimum qualifications at the time of Bid submission:

A. Legal Authorization

The Bidder must be legally authorized to conduct business in the State of

Florida.

B. Licensure

The Bidder must hold a current and active State of Florida Certified

Underground Utility and Excavation Contractor License (CUC) issued pursuant to Chapter 489, Florida Statutes.

The license shall:

• Be active and in good standing at the time of Bid submission; and

• Remain active for the duration of the Contract.

• The City reserves the right to verify licensure status.

C. Experience

The Bidder must demonstrate experience in horizontal directional drilling

(HDD) operations.

At a minimum, the Bidder shall have successfully completed three (3) projects within the past five (5) years involving:

• Installation of underground utilities using directional boring methods;

• Pipe diameters of 2 inches or greater; and

• Bore lengths comparable to those anticipated under this Contract.

• Experience must be of similar scope and complexity, including work performed in public rights-of-way or utility corridors.

D. References

The Bidder shall provide a minimum of three (3) references for projects meeting the experience requirements above.

Each reference shall include:

• Project name and location

• Description of Work performed

• Approximate contract value

• Owner contact name, phone number, and/or email.

• The City reserves the right to verify references and past performance.

E. Equipment and Operational Capability

The Bidder must demonstrate the ability to perform directional boring operations, including access to:

• Appropriate HDD drilling equipment;

• Trained personnel experienced in HDD operations; and

2026.05 ITB Directional Boring Services (HDD) | Page 17 of 54

• Equipment and resources necessary for utility verification and safe execution of the Work.

F. Utility Coordination and Regulatory Compliance

The Bidder must demonstrate the ability to comply with:

• Chapter 556, Florida Statutes (Sunshine 811 locate requirements);

and

• Applicable safety and underground utility coordination practices.

G. Bonding Requirements

Bonds shall be required when the total value of Work reasonably anticipated under the Contract exceeds Two Hundred Thousand Dollars

($200,000.00), in accordance with §255.05, F.S., and as further set forth in the Form of Agreement. The City may also require bonds for any individual

Purchase Order where, in the City's reasonable judgment, scope or risk warrants it.

H. Insurance Capability

The Bidder must be capable of obtaining and maintaining the insurance coverage required in Section 7 of this ITB and the resulting Contract.

I. Statutory Eligibility

The Bidder must:

• Not be disqualified from public contracting pursuant to §§287.133–

287.135, Florida Statutes; and

• Comply with §448.095, Florida Statutes (E-Verify).

Failure to meet any of the above minimum qualifications may result in the Bidder being determined non-responsive or non-responsible and ineligible for award.

SECTION 7 – SPECIAL REQUIREMENTS

7.1 Business Tax Receipts

☒ Shall Apply

The successful Bidder shall obtain all required business tax receipts or local occupational licenses required to perform Work within the City prior to execution of the Contract or issuance of a Purchase Order, as applicable. Submission with the Bid is not required.

7.2 Insurance

☒ Shall Apply

The Contractor shall obtain and maintain, at its own expense, the minimum insurance coverages set forth below and shall maintain such coverage for the duration of the Contract and any Purchase Orders issued thereunder.

2026.05 ITB Directional Boring Services (HDD) | Page 18 of 54

Proof of insurance shall be submitted to and approved by the City prior to

Contract execution and commencement of Work.

The City shall be named as an additional insured on all applicable liability policies, and such coverage shall be primary and non-contributory.

Minimum Insurance Coverages and Limits:

A. ☒ Commercial General Liability

Occurrence form, including bodily injury, property damage, and products/completed operations:

• Each Occurrence: $1,000,000

• General Aggregate: $2,000,000

• Products/Completed Operations Aggregate: $2,000,000

B. ☒ Automobile Liability

Coverage for owned, non-owned, and hired vehicles:

• Combined Single Limit: $1,000,000 per accident

C. ☒ Workers’ Compensation and Employer’s Liability

In compliance with Chapter 440, F.S.:

• Employer’s Liability:

• Each Accident: $100,000

• Disease – Each Employee: $100,000

• Disease – Policy Limit: $500,000

D. ☒ Umbrella / Excess Liability

Minimum: $2,000,000 per occurrence

E. ☒ Contractors Pollution Liability (Directional Boring Operations)

Required due to risks associated with horizontal directional drilling, including drilling fluid release and subsurface disturbance:

• $1,000,000 per occurrence

• $1,000,000 aggregate

Coverage shall include, at a minimum:

• Inadvertent returns (frac-outs)

• Environmental contamination

• Cleanup and remediation

7.3 Permits and Regulatory Compliance

☒ Shall Apply

The Contractor shall comply with all applicable laws and regulations, including but not limited to:

• Chapter 556, Florida Statutes (Sunshine 811 utility locate requirements)

• Applicable environmental regulations

• Local right-of-way and traffic control requirements

2026.05 ITB Directional Boring Services (HDD) | Page 19 of 54

Permitting responsibilities shall be as defined in the Contract Documents or applicable Purchase Order.

7.4 Bid Bond

☒ Shall Not Apply

Bid security is not required for this Solicitation.

7.5 Performance and Payment Bonds

☒ Shall Apply

Bonds shall be required when the total value of Work reasonably anticipated under the Contract exceeds Two Hundred Thousand Dollars ($200,000.00), in accordance with §255.05, F.S., and as further set forth in the Form of Agreement.

The City may also require bonds for any individual Purchase Order where, in the

City's reasonable judgment, scope or risk warrants it.

When required:

• Each bond shall be in the amount of 100% of the applicable Purchase

Order value;

• Shall be issued by a surety authorized to conduct business in the State of

Florida; and

• Shall comply with §255.05, Florida Statutes.

Bonds shall be furnished prior to commencement of Work under the applicable

Purchase Order.

7.6 Public Records

Pursuant to Chapter 119, Florida Statutes, all documents submitted in response to this ITB are subject to public inspection and copying unless exempt from disclosure by law.

Sealed bids are exempt from public disclosure until the City provides notice of an intended decision or as otherwise provided by §119.071(1)(b), Florida

Statutes.

If a Bidder claims that any portion of its Bid is exempt from disclosure, the Bidder shall identify the specific information claimed to be exempt and cite the applicable statutory basis. The City shall determine whether any claimed exemption applies.

By submitting a Bid, the Bidder acknowledges that the City is subject to Chapter

119, Florida Statutes, and cannot guarantee the confidentiality of submitted information.

2026.05 ITB Directional Boring Services (HDD) | Page 20 of 54

IF THE RESPONDENT HAS QUESTIONS REGARDING THE APPLICATION OF

CHAPTER 119, FLORIDA STATUTES, TO THE RESPONDENT’S DUTY TO

PROVIDE PUBLIC RECORDS RELATING TO ANY RESULTING CONTRACT,

CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT:

Molly Turnes

Phone: (850) 983-5402

Email: mturnes@miltonfl.org

Address: 6738 Dixon Street, Milton, FL 32570

7.7 Local Vendor Preference

Pursuant to the City of Milton Purchasing Policy 9.0, the City encourages participation by local vendors and may consider a Local Vendor Preference in determining the lowest responsive and responsible Bidder, provided such preference is not prohibited by applicable state or federal law or funding requirements.

A “Local Vendor” means a business with a physical location within the City limits.

Bidders seeking consideration as a Local Vendor must identify such status in their

Bid and provide documentation sufficient to establish eligibility.

SECTION 8 – EVALUATION AND BASIS OF AWARD

8.1 Basis of Award

This Solicitation is issued as a competitive sealed bid pursuant to Florida Statute

255.20.

Award, if made, shall be to the lowest responsive and responsible Bidder whose

Bid conforms in all material respects to the requirements of this ITB.

This is a unit-price, Purchase Order-based contract. No quantities, frequency of

Work, or total contract value are guaranteed.

8.2 Evaluation Methodology

Bids will be evaluated based on the unit prices submitted in the Bid Schedule.

Because this is a unit-price, as-needed contract with no guaranteed quantities, the City will not determine the lowest Bidder based on a total lump sum or extended price.

Instead, the City will evaluate each Bid as a whole, considering the totality of the Bidder’s unit pricing structure.

mailto:mturnes@miltonfl.org

2026.05 ITB Directional Boring Services (HDD) | Page 21 of 54

In determining the lowest responsive and responsible Bidder, the City will consider:

• The overall level of unit pricing submitted;

• The consistency and proportionality of unit prices across all bid items;

• The relationship of unit prices to the scope and anticipated types of Work;

• Whether pricing presents an unreasonable risk of increased cost to the

City.

The City’s evaluation will be conducted in a manner that is reasonable, non-arbitrary, and consistent with the requirements of this ITB and applicable law.

8.3 Unbalanced, Front-Loaded, or Nominal Pricing

A Bid may be rejected as non-responsive if the City determines that:

• Unit prices are materially unbalanced, including disproportionate pricing among bid items;

• Pricing is front-loaded, nominal, or structured in a manner that could result in increased cost to the City;

• Pricing is inconsistent with the Work such that it creates an unacceptable financial or performance risk.

The determination of whether a Bid is materially unbalanced or presents unacceptable risk shall be made by the City in its reasonable discretion.

8.4 Responsiveness

The City will review each Bid to determine whether it is responsive to the requirements of this ITB.

A responsive Bid is one that:

• Conforms in all material respects to the Solicitation Documents;

• Includes all required forms, certifications, and acknowledgments;

• Is properly executed and submitted in accordance with the ITB requirements;

• Does not contain material deviations, conditions, or qualifications.

Failure to comply with material requirements may result in the Bid being deemed non-responsive.

8.5 Responsibility

The City shall determine whether the lowest responsive Bidder is responsible.

In making this determination, the City may consider factors including, but not limited to:

2026.05 ITB Directional Boring Services (HDD) | Page 22 of 54

• Experience with horizontal directional drilling (HDD) and similar underground utility work;

• Demonstrated ability to perform Work under varying site conditions;

• Availability of qualified personnel, equipment, and operational capacity;

• Safety record, including history of utility damage or regulatory violations;

• Past performance on public or utility-related projects;

• Financial capacity and ability to obtain required bonds;

• Compliance with applicable statutory requirements.

The City may request additional information to evaluate responsibility. Failure to provide requested information within the time specified may result in a determination of non-responsibility.

8.6 Clarifications

The City may request clarification of information submitted in a Bid for the purpose of:

• Resolving ambiguities;

• Confirming compliance with the requirements of this ITB; or

• Verifying information provided.

Clarifications shall not:

• Constitute negotiations;

• Permit modification of price or material terms;

• Cure a material defect or omission.

8.7 Rejection of Bids

The City reserves the right to:

• Reject any or all Bids;

• Reject any Bid determined to be non-responsive or non-responsible;

• Reject any Bid that is materially unbalanced or poses unacceptable risk;

• Waive minor irregularities that do not affect price, competition, or substantive rights;

• Verify all information submitted;

• Conduct investigations as permitted by law;

• Take any action determined to be in the best interest of the City, as authorized by law.

The City’s determinations shall be made in good faith and in accordance with applicable law and the requirements of this ITB.

8.8 Tie Bids

2026.05 ITB Directional Boring Services (HDD) | Page 23 of 54

In the event of a tie between two or more lowest responsive and responsible

Bidders, the tie shall be resolved in accordance with the City of Milton

Purchasing Policy 9.0.

SECTION 9 – AWARD PROCESS AND CONTRACT

9.1 Notice of Intended Award

Following completion of the evaluation described in Section 8, the City will post a Notice of Intended Award identifying the lowest responsive and responsible

Bidder.

The Notice shall be posted in accordance with the City of Milton Purchasing

Policy 9.0.

9.2 Protest Procedures

Any actual or prospective Bidder who is aggrieved in connection with this

Solicitation or the intended award may file a protest in accordance with the procedures and timeframes set forth in the City of Milton Purchasing Policy 9.0.

The protest period shall commence upon posting of the Notice of Intended

Award.

Failure to timely file a protest shall constitute a waiver of all protest rights.

9.3 Notice of Award

If no timely protest is filed, or upon resolution of any protest, the City may issue a

Notice of Award to the successful Bidder.

Issuance of the Notice of Award:

• Does not authorize commencement of Work; and

• Does not constitute a binding contract between the parties.

9.4 Contract Execution

Within the time specified in the Notice of Award, the successful Bidder shall:

• Execute the Form of Agreement; and

• Provide all required insurance documentation.

Execution of the Agreement and approval of required insurance are conditions precedent to commencement of Work.

2026.05 ITB Directional Boring Services (HDD) | Page 24 of 54

9.5 Performance and Payment Bonds

Performance and Payment Bonds shall be required in accordance with §255.05, Florida Statutes, as stated in Section 6.1, Bonding Requirements.

When required:

• Each bond shall be in the amount of one hundred percent (100%) of the applicable Purchase Order value;

• Shall be issued by a surety authorized to conduct business in the State of

Florida; and

• Shall be furnished prior to commencement of Work under the applicable

Purchase Order.

9.6 Failure to Execute Contract

Failure of the successful Bidder to timely execute the Agreement or provide required insurance may result in:

• Withdrawal of the award; and

• Award to the next lowest responsive and responsible Bidder or re-solicitation, at the City’s discretion.

9.7 Contract Term and Renewal

The Contract shall become effective upon execution by both parties and shall remain in effect for an initial term of one (1) year.

Upon mutual written agreement of both parties, the Contract may be renewed for up to three (3) additional one-year terms, not to exceed four (4) years in total.

Any renewal is subject to:

• Satisfactory performance by the Contractor; and

• Availability of appropriate funds.

• The Contract shall not renew automatically.

• Work under the Contract shall be issued on a Purchase Order basis.

Unit prices shall remain firm for the initial term. Any adjustments shall be considered only in connection with renewal and must be agreed to in writing.

9.8 Work Authorization

No Work shall be performed until authorized by a written Purchase Order issued by the City.

Each Purchase Order shall:

• Define the scope of Work;

2026.05 ITB Directional Boring Services (HDD) | Page 25 of 54

• Establish any applicable time requirements; and

• Identify applicable pricing and conditions.

9.9 Time for Performance

Time for performance shall be established on a per Purchase Order basis.

Each Purchase Order may include:

• Required start time;

• Required completion time; and

• Any schedule constraints.

The Contractor shall perform Work within the time specified in the applicable

Purchase Order.

9.10 Failure to Perform

The resulting Contract includes liquidated damages for failure to mobilize, failure to meet emergency response times, and failure to achieve timely Final

Completion, as set forth in the Form of Agreement.

Failure to perform Work in accordance with the requirements of a Purchase

Order, including time requirements, may result in:

• Withholding payment;

• Issuance of corrective directives;

• Termination of the Purchase Order; or

• Other remedies available under the Contract.

SECTION 10 – BID SUBMITTAL REQUIREMENTS

10.1 Bid Submittal Deadline

Bids must be received no later than the date and time stated in Section 3.

Bids received after the stated deadline will not be accepted and will be returned unopened.

10.2 Bid Submittal Location

2026.05 ITB Directional Boring Services (HDD) | Page 26 of 54

Bids shall be submitted in a sealed envelope, one (1) original and one (1) copy, to:

City of Milton | Attn: Purchasing Department

6738 Dixon Street, Milton, Florida 32570

10.3 Public Bid Opening

Bids will be publicly opened and read aloud at the time and location stated in

Section 3.

10.4 Required Bid Contents

The Bidder shall include the following fully completed and executed documents in its sealed Bid submission:

1. Appendix A:

a. Bid Form

b. Bid Schedule

c. Bidder’s Qualification Statement

d. Bidder’s Certification and Addenda Acknowledgement

2. Appendix B:

a. Affidavit of Compliance With Human Trafficking Laws

b. Certification Regarding Nondiscrimination

c. Conflict-of-Interest Disclosure and Certification

d. Drug-Free Workplace Certification (if applicable)

e. E-Verify Compliance Certification

f. Non-Collusion Affidavit

g. Prompt Payment Compliance Certification

h. Public Entity Crime Affidavit

i. Scrutinized Companies Certification

3. Other Required Documents:

a. Certified Underground Utility and Excavation Contractor License

All required forms shall be properly executed. Forms requiring notarization must be notarized.

Failure to submit required documents may result in the Bid being deemed non-responsive.

10.5 Addendum Acknowledgement

Failure to properly acknowledge receipt of all issued addenda in the Bid Form may result in the Bid being deemed non-responsive.

10.6 Withdrawal or Modification

Bids may be modified or withdrawn prior to the submission deadline by written notice received by the City.

2026.05 ITB Directional Boring Services (HDD) | Page 27 of 54

10.7 Required Envelope Markings

The sealed envelope shall clearly display:

10.8 Responsibility for Delivery

It is the sole responsibility of the Bidder to ensure that its Bid is received at the designated location on or before the stated deadline.

The City shall not be responsible for delays caused by mail, courier service, or other delivery methods.

Bids submitted by telephone, email, facsimile, or other electronic transmission will not be accepted unless expressly authorized in this Solicitation.

Failure to comply with the submission requirements of this ITB may result in the Bid being deemed non-responsive.

SECTION 11 – INSTRUCTIONS TO BIDDER

11.1 General

This Invitation to Bid (“ITB”) is issued as a competitive sealed bid pursuant to

§255.20, Florida Statutes, for a unit-price, Purchase Order-based contract for

Directional Boring Services.

The Work is described in the Solicitation Documents and will be performed on an as-needed basis through issuance of individual Purchase Orders.

To: C i ty of Milton

VENDOR Name:

SEALED BID * DO NOT OPEN

Sealed ITB #2026.05

Title: ITB 2026.05 Directional Boring Services

DUE DATE/TIME: Wednesday, July 22, 2026 / 2:00 PM (CST)

2026.05 ITB Directional Boring Services (HDD) | Page 28 of 54

All documents issued in connection with this Solicitation, including the ITB, appendices, exhibits, and addenda, collectively comprise the Solicitation

Documents and are complementary.

11.2 Site Conditions and Work Locations

A pre-bid site visit will not be held for this Solicitation.

Any site visits or coordination meetings occurring after issuance of a Purchase

Order are for execution and coordination purposes only and do not alter the

Contractor’s responsibility for site evaluation.

Work under this Contract will be performed at multiple locations assigned through individual Purchase Orders. Site conditions may vary.

By submitting a Bid, the Bidder acknowledges that it:

• Has reviewed the Solicitation Documents;

• Understands that Work will occur under varying field conditions; and

• Assumes responsibility for evaluating site conditions prior to performing

Work under each Purchase Order.

Failure to adequately assess site conditions shall not relieve the Contractor of responsibility for performing the Work in accordance with the Contract

Documents.

11.3 Official Posting Platforms

The City utilizes BidNet Direct, DemandStar, and the City’s official website for publication of solicitation opportunities and addenda.

Bidders are solely responsible for monitoring these platforms and ensuring receipt of any addenda issued.

11.4 Proposal Forms

Bidders shall submit their Bid on the forms furnished by the City.

• All blank spaces shall be completed in ink or typed;

• Unit prices shall be clearly stated in the Bid Schedule; and

• Bidders shall not modify, alter, or substitute the City’s Bid Form.

Submission of a Bid on any form other than that provided may result in the Bid being deemed non-responsive.

Required certifications, affidavits, and attachments shall be submitted with the

Bid.

2026.05 ITB Directional Boring Services (HDD) | Page 29 of 54

11.5 Signature Requirements

The Bid shall be signed by an individual authorized to bind the Bidder.

If signed by an agent, written evidence of authority shall be submitted.

Electronic signatures are accepted unless otherwise specified.

11.6 Addenda

Addenda may be issued to clarify, modify, or revise the Solicitation Documents.

• Addenda shall be issued in writing;

• Verbal statements shall not be binding; and

• Bidders shall acknowledge receipt of all addenda in the Bid Form.

11.7 Examination of Solicitation Documents and Conditions

Each Bidder is responsible for:

• Thoroughly examining the Solicitation Documents;

• Reviewing applicable laws, regulations, and requirements affecting performance; and

• Promptly notifying the City of any conflicts, errors, or discrepancies discovered.

Work under this Contract will be performed at multiple locations assigned through Purchase Orders. Site conditions may vary.

Submission of a Bid constitutes representation that the Bidder:

• Has reviewed the Solicitation Documents;

• Understands the nature of the Work; and

• Is capable of performing Work under varying field conditions.

11.8 Pre-Bid Conference

If a pre-bid conference is scheduled, the date, time, and location shall be as stated in Section 3. Statements made at a pre-bid conference are not binding unless confirmed by written addendum.

11.9 Pre-Bid Questions and Interpretations

All questions regarding the Solicitation Documents shall be submitted in writing to the Procurement Representative identified in Section 3.

Questions must be received by the stated deadline.

Responses deemed necessary by the City shall be issued by written addendum.

Only written addenda shall be binding.

2026.05 ITB Directional Boring Services (HDD) | Page 30 of 54

11.10 Bid Quantities

No estimated quantities are provided in the Bid Schedule. Bidders shall submit a unit price for each listed pay item. The absence of estimated quantities does not guarantee any volume of Work and shall not be relied upon by the Bidder.

11.11 Compliance with Applicable Laws

Bidders shall comply with all applicable federal, state, and local laws, rules, and regulations in preparation and submission of their Bid.

11.12 Mathematical Errors

In the event of a discrepancy between the Bid Form total and the sum of individual line items, the sum of the individual line items shall govern.

11.13 Word vs. Figure Discrepancy

In the event of a discrepancy between amounts stated in words and figures, the amount stated in words shall govern.

11.14 Americans with Disabilities Act (ADA)

The City of Milton complies with the Americans with Disabilities Act (ADA).

Any person requiring accommodation to participate in this Solicitation shall contact the City’s Purchasing Department at least seventy-two (72) hours prior to the scheduled event.

11.15 Reservation of Rights

The City reserves the right to:

• Waive minor irregularities;

• Request clarifications;

• Verify information submitted;

• Reject any or all Bids;

• Cancel or re-advertise the Solicitation; and

• Take any action authorized by applicable law.

No contractual relationship shall exist until a written Agreement is executed by authorized representatives of both parties.

2026.05 ITB Directional Boring Services (HDD) | Page 31 of 54

APPENDIX A

• Bid Form

• Bid Schedule

• Bidder Qualification Statement

• Bidder Certification and Addenda

Acknowledgement

MUST BE SUBMITTED WITH THE BID.

FAILURE TO DO SO WILL RENDER BID NON-RESPONSIVE.

2026.05 ITB Directional Boring Services (HDD) | Page 32 of 54

BID FORM

BIDDER INFORMATION

Legal Name of Bidder (as registered):

If under fictitious name (d/b/a):

Entity Type (check one):

☐ Corporation ☐ LLC ☐ Partnership ☐ Sole Proprietorship ☐ Other ________

Business Address: ____________________________________________________________

City, State, Zip: ______________________________________________________________

Phone: ____________________________________

Email: ____________________________________

Federal I.D. No. (FEIN): ____________________________________

BID SUBMISSION

The undersigned Bidder, having carefully examined the Solicitation Documents, including all addenda, hereby submits this Bid to provide Directional Boring

Services (Horizontal Directional Drilling) on an as-needed, Purchase Order basis in accordance with the Contract Documents.

The Bidder certifies that this Bid is made without collusion, fraud, or connection with any other Bidder and is submitted in good faith.

The Bidder further certifies that it has:

• Reviewed the Solicitation Documents and all addenda;

• Become familiar with the general nature of the Work and conditions under which Purchase Orders may be issued; and

• Has the capability to perform Work under varying site and field conditions.

UNIT PRICE BID

The Bidder agrees to perform the Work at the Unit Prices set forth in the Bid

Schedule.

The Bidder acknowledges that:

• This is a unit-price, Purchase Order-based contract;

• Compensation shall be based solely on actual quantities performed under authorized Purchase Orders at the unit prices submitted.

2026.05 ITB Directional Boring Services (HDD) | Page 33 of 54

CONTRACT ACKNOWLEDGEMENTS

The Bidder acknowledges and agrees that:

1. The Contract is a unit-price, Purchase Order-based term services agreement.

2. Work shall be performed only upon issuance of a written Purchase Order.

3. Payment shall be made only for Work that has been fully completed and accepted by the City.

4. No guarantee is made as to the quantity, frequency, or value of Work.

5. Performance and Payment Bonds shall be required only when applicable to a Purchase Order in accordance with §255.05, Florida Statutes, and the

Contract Documents.

CERTIFICATION

The undersigned certifies that:

• The Bidder is duly authorized to do business in the State of Florida;

• The individual signing this Bid is authorized to bind the Bidder; and

• The Bidder agrees to be bound by the terms of this Solicitation and the resulting Contract.

SIGNATURE

Bidder/Contractor: ___________________________________________

Authorized Signature: ______________________________________________

Printed Name: _____________________________________________________

Title: _____________________________________________

Date:…