Mechanical_Plans_Engineer,_Senior.pdf

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Mechanical Plans Engineer, Senior
Solicitation number
CI026-RFQ02
Issued by
King County, Washington

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Request for Qualification for Mechanical Plans Engineer, Senior

This Request for Qualification (RFQ) is issued by the City of Seattle's Department of Construction & Inspections (SDCI) seeking a Senior Mechanical Plans Engineer to provide plans review services for building mechanical and energy systems on new construction and alteration projects. The position focuses on reviewing complex, controversial, and high-impact projects involving emerging mechanical technologies, advanced HVAC system design, electrification strategies, and energy-conservation approaches. The consultant will serve as a technical resource for internal staff, providing expert guidance on mechanical and energy code interpretation and alternative compliance pathways, with particular emphasis on energy modeling and Total Building Performance reports. Qualifications must be submitted electronically through the City's procurement portal by 5:00 pm on Friday, November 20, 2026. A non-mandatory pre-submittal conference is scheduled for November 12, 2026, at 10:00 am via Microsoft Teams. Questions must be submitted by 5:00 pm on November 13, 2026. Interviews are estimated to occur between December 4 and December 18, 2026. The consultant will report to the City's SDCI Mechanical Plans Engineer Supervisor and work as an independent contractor, primarily performing duties from their own office space or the field rather than City offices.

Minimum qualifications require a bachelor's degree in mechanical engineering or a closely related field with significant mechanical engineering coursework, plus a minimum of five years of related professional mechanical engineering experience including two years of mechanical plans review. Evaluation will occur in two phases: Phase 1 weights Consultant Experience at 60 points and Proposed Delivery of Service at 40 points; Phase 2 includes interviews (if conducted) worth 100 points. The City does not guarantee contract utilization and reserves the right to issue multiple or partial awards or solicit supplemental contracts. Prior to contract execution, the apparently successful consultant must obtain a Seattle Business License, a Washington State Unified Business Identifier, and provide proof of insurance if required. All licensing, permit, and tax costs are the responsibility of the consultant. The contract is based on the City's mandatory FAS City-wide Standard Roster Consultant Agreement, which cannot be modified by the consultant. No guarantee of minimum hours or payment exists, and the contract term and renewal options are not specified in this RFQ document.

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REQUEST FOR QUALIFICATION # CI026-RFQ02

Consultant Contract

Project Title: Mechanical Plans Engineer, Senior

Table 1: Solicitation Schedule

Solicitation Release October 28, 2026

Pre-Submittal Conference (Non-Mandatory) November 12, 2026, 10:00am https://teams.microsoft.com/meet/282107261302

6879?p=9kmUbJ7YvxNJHZBtqQ Meeting ID: 282 107 261 302 687 9 Passcode: fi26Ba6m

Deadline for Questions November 13, 2026, 5:00pm

Response Submission Deadline November 20, 2026, 5:00pm

Interviews if Conducted (estimated) December 4, 2026 - December 18, 2026

The City reserves the right to modify this.

Changes will be posted on the City website or as otherwise stated.

RESPONSES MUST BE SUBMITTED ELECTRONICALLY TO:

https://procurement.opengov.com/portal/seattle/projects/311395 https://teams.microsoft.com/meet/2821072613026879?p=9kmUbJ7YvxNJHZBtqQ https://teams.microsoft.com/meet/2821072613026879?p=9kmUbJ7YvxNJHZBtqQ

Procurement Contact Information

Procurement Contact: Denise Campbell, Accounts Payable Supervisor/Sr Accountant, denise.campbell@seattle.gov, (206) 386-4035

Unless authorized by the Procurement Contact, no other City official or employee may speak for the City regarding this solicitation until award is complete. Any Proposer contacting other City officials or employees does so at Proposer’s own risk. The City is not bound by such information.

TABLE OF CONTENTS

1. Procurement Contact Information

2. Purpose and Background

3. Solicitation Objectives

4. Minimum Qualifications

5. Scope of Work

6. Contract Modifications

7. Procedures and Requirements

8. Selection Process

9. Evaluation Section

10. Award and Contract Execution

11. Response Materials and Submittal

Attachments:

A - FAS City-wide Standard Roster Consultant Agreement

1. Procurement Contact Information

Procurement Contact: Denise Campbell, Accounts Payable Supervisor/Sr Accountant, denise.campbell@seattle.gov, (206) 386-4035

Qualifications are to be submitted through the e-Procurement portal at https://procurement.opengov.com/portal/seattle, no later than 5:00 pm on Friday, November 20, 2026.

Unless authorized by the Procurement Contact, no other City official or employee may speak for the City regarding this solicitation until award is complete. Any Respondent contacting other City officials or employees does so at Respondent’s own risk. The City is not bound by such information.

2. Purpose and Background

The Seattle Department of Construction & Inspections (SDCI) is seeking mechanical plans engineers to provide plans review for all types of building mechanical and energy systems for new construction or alteration projects. The Mechanical Plans Engineer is responsible for the review of controversial projects, major construction projects, projects involving new mechanical technology or unique and complex mechanical and energy conservation systems.

The selected Mechanical Plans Engineer will independently review complex, controversial, or high-impact projects, including those involving emerging mechanical technologies, advanced HVAC system design, electrification strategies, and innovative energy-conservation approaches. The selected Consultant will serve as a technical resource for internal staff, offering expert-level guidance on mechanical and energy code interpretation, alternative methods, and compliance pathways.

Candidates are encouraged to have experience with energy modeling and familiarity with Total Building

Performance (TBP) reports. The Consultant will evaluate projects for performance-based compliance, reviewing system efficiencies, and ensuring that proposed designs align with the intent of the Seattle Energy

Code and the City’s climate-action goals.

This position reports to the City's SDCI Mechanical Plans Engineer Supervisor.

3. Solicitation Objectives

The City expects to achieve the following outcomes through this consultant solicitation:

• Achieving SDCI’s permitting targets by completing projects within the timelines established by City

Council.

• Hiring a qualified professional who can perform complex reviews of energy and mechanical systems.

• Act as a mentor bolstering the team’s ability to assess mechanical and energy systems.

4. Minimum Qualifications

Minimum qualifications are required for a Consultant to be eligible to submit a proposal response. Your submittal response must show compliance to these minimum qualifications. Those that are not responsive to these qualifications shall be rejected by the City without further consideration:

https://procurement.opengov.com/portal/seattle

• Consultant must have a bachelor’s degree in mechanical engineering or a closely related field that includes significant mechanical engineering coursework.

• Consultant must have a minimum of five years of related professional mechanical engineering experience, including two years of mechanical plans review (any other combination of education, training and/or experience which provides an equivalent background will be considered).

5. Scope of Work

5.1. Mechanical Plans Engineer, Senior - Job Responsibilities

Duties will consist of the following:

• Examine construction plans, reports, calculations, and related documents for all types of building mechanical and energy systems to determine compliance with the Seattle Mechanical Code, Seattle

Energy Code, and related regulations. Specific areas of focus include:

o Review of complex or unique mechanical system designs, including projects requiring advanced mechanical engineering judgment or performance-based compliance evaluation.

o Review and evaluate energy modeling documentation and Total Building Performance reports for projects pursuing performance-based compliance.

o Performs mechanical and energy analysis/calculations as required to supplement calculations submitted with plans to verify the adequacy of designs.

o Communicate findings to applicants, discuss alternatives, and approve compliant solutions.

o To complete reviews within established target dates as directed by the Mechanical Plans Engineer

Supervisor.

• Interpret code requirements for alternative materials and methods of design, including providing guidance in areas of the code that are less clearly defined.

• Provide technical assistance to mechanical engineering group on energy mechanical code issues.

• Respond to public inquiries regarding mechanical and energy code requirements, including complex or controversial topics.

[PR1]Language is the same as Section 2 above

[PR2]a;ready covered under first bullet

6. Contract Modifications

The City consultant contract is attached (See Attachments Section).

Consultants submit proposals understanding all Contract terms and conditions are mandatory. Response submittal is agreement to the Contract without exception. The City reserves the right to negotiate changes to submitted proposals and to change the City's otherwise mandatory Contract form during negotiations. If the

Consultant is awarded a contract and refuses to sign the attached Contract form, the City may reject the

Consultant from this and future solicitations for the same work. Under no circumstances shall Consultant submit its own boilerplate of terms and conditions.

7. Procedures and Requirements

This section details City instructions and requirements for your submittal. The City reserves the right in its sole discretion to reject any Consultant response that fails to comply with the instructions.

7.1. Registration into the City's Procurement Portal

If you have not previously done so, register at: https://procurement.opengov.com/portal/seattle, then subscribe to the City’s Procurement Portal. The Procurement Portal is used by City staff to identify companies for future solicitation lists and check certifications. Women- and minority-owned firms are asked to self-identify their business as such in OpenGov. Registration in the City's Procurement Portal is required to submit a response to this solicitation.

7.2. Pre-Submittal Conference

The City offers an optional pre-submittal conference at the time, date and location on the Timeline. Respondents are highly encouraged to attend but not required to attend to be eligible to submit their qualifications. The meeting answers questions about the solicitation and clarifies issues. This also allows Respondents to raise concerns. Failure to raise concerns over any issues at this opportunity will be a consideration in any protest filed regarding such items known as of this pre-submittal conference.

7.3. Questions

Respondents may submit their questions through the Procurement Portal. Respondents may also email questions to the Procurement Contact until the deadline stated in the Timeline. Failure to request clarification of any inadequacy, omission, or conflict will not relieve the Consultant of responsibilities under any subsequent contract. It is the responsibility of the interested Consultant to assure they receive responses to questions if any are issued.

7.4. Changes to the RFQ

The City may make changes to this RFQ if, in the sole judgment of the City, the change will not compromise the

City’s objectives in this solicitation. Any change to this RFQ will be made by formal addendum issued by the City, through the Procurement Portal at https://procurement.opengov.com/portal/seattle and shall become part of this RFQ.

7.5. Receiving Addenda and/or Question and Answers

It is the obligation and responsibility of the Consultant to learn of addenda, responses, or notices issued by the

City, through the Procurement Portal. Some third-party services independently post City of Seattle solicitations on their websites. The City does not guarantee that such services have accurately provided all the information published by the City.

All submittals sent to the City may be considered compliant with or without specific confirmation from the

Consultant that any and all addenda was received and incorporated into your response. However, the Project

Manager reserves the right to reject any submittal that does not fully incorporate Addenda that is critical to the project.

7.6. Qualifications Submittal

Responses must be received by the City no later than the date and time in the Timeline, except as revised by

Addenda. The submitter has full responsibility to ensure the response is submitted to the City's Procurement

Portal within the deadline. The Procurement Portal will not allow vendors to upload submissions past the deadline.

7.7. Respondent Responsibility to Provide Full Response

It is the Respondent's responsibility to respond in a manner that does not require interpretation or clarification by the City. The Respondent is to provide all requested materials, forms and information. The Respondent is to ensure the materials are submitted properly and accurately reflect the Respondent’s qualifications. During scoring and evaluation (prior to interviews if any), the City will rely upon the submitted materials and shall not accept materials from the Respondent after the RFQ deadline; this does not limit the City’s right to consider additional information (such as references that are not provided by the Respondent but are known to the City, or past City experience with the consultant), or to seek clarifications as needed.

7.8. Prohibited Contacts

Respondents shall not interfere in any way to discourage other potential and/or prospective consultants from submitting or considering participation in the submittal process. Prohibited contacts includes but is not limited to any contact, whether direct or indirect (i.e. in writing, by phone, email or other, and by the Respondent or another person acting on behalf of the Respondent) to a likely firm or individual that may discourage or limit competition. If such activity is evidenced to the satisfaction and in sole discretion of the City department, the

Respondent that initiates such contacts may be rejected from the process.

7.9. License and Business Tax Requirements

The Consultant must meet all applicable licensing requirements immediately after contract award or the City may reject the Consultant. Companies must license, report and pay revenue taxes for the Washington State business License (UBI#) and Seattle Business License, if required by law. Carefully consider those costs before submitting an offer, as the City will not separately pay or reimburse such costs.

Seattle Business Licensing and associated taxes

A. If you have a “physical nexus” in the city, you must obtain a Seattle Business license and pay all taxes due before the Contract can be signed.

B. A “physical nexus” means you have physical presence, such as: a building/facility/employee(s) in

Seattle, you make sales trips into Seattle, your own company drives into Seattle for product deliveries, and/or you conduct service work in Seattle (repair, installation, service, maintenance work, on-site consulting, etc).

C. We provide a Consultant Questionnaire Form in our submittal package items later in this RFP/RFQ, and it will ask you to specify if you have “physical nexus”.

D. All costs for any licenses, permits and Seattle Business License taxes owed shall be borne by the

Consultant and not charged separately to the City.

E. The apparent successful Consultant(s) must immediately obtain the license and ensure all City taxes are current, unless exempted by City Code due to reasons such as no physical nexus. Failure to do so will cause rejection of the submittal.

F. The City of Seattle Application for a Business License and additional licensing information can be found this page here: https://www.seattle.gov/city-finance/business-taxes-and-licenses/business-licenses

G. For Questions and Assistance, call the Revenue and Consumer Protection (RCP) office which issues business licenses and enforces licensing requirements. The general e-mail is tax@seattle.gov. The main phone is 206-684-8484.

H. Self-Filing You can pay your license and taxes on-line https://www.filelocal-wa.gov/Default_FileLocal.aspx

I. If a business has extraordinary balances due on their account that would cause undue hardship to the business, the business can contact the License and Tax Administration office at tax@seattle.gov or 206-

684-8484 to request additional assistance.

J. Those holding a City of Seattle Business license may be required to report and pay revenue taxes to the

City. Such costs should be carefully considered by the Consultant prior to submitting your offer. When allowed by City ordinance, the City will have the right to retain amounts due at the conclusion of a contract by withholding from final invoice payments.

7.10. State Business Licensing

Before the contract is signed, you must have a State of Washington business license (a “Unified Business

Identifier” known as a UBI#). If the State of Washington has exempted your business from State licensing (some foreign companies are exempt and sometimes, the State waives licensing because the company has no physical presence in the State), then submit proof of that exemption to the City. All costs for any licenses, permits and associated tax payments due to the State because of licensing shall be borne by the Consultant and not charged separately to the City. Instructions to apply for a business license can be found at https://dor.wa.gov/open-business/apply-business-license and the State of Washington Department of Revenue contact help page at https://dor.wa.gov/contact.

7.11. Federal Excise Tax

The City is exempt from Federal Excise Tax.

7.12. No Guaranteed Utilization

https://www.seattle.gov/city-finance/business-taxes-and-licenses/business-licenses mailto:tax@seattle.gov https://www.filelocal-wa.gov/Default_FileLocal.aspx https://www.filelocal-wa.gov/Default_FileLocal.aspx mailto:tax@seattle.gov https://dor.wa.gov/open-business/apply-business-license https://dor.wa.gov/open-business/apply-business-license https://dor.wa.gov/contact

The City does not guarantee utilization of any contract(s) awarded through this RFQ process. The solicitation may provide estimates of utilization; such information is for Consultant convenience and not a usage guarantee. The City reserves the right to issue multiple or partial awards, and/or to order work based on City needs. The City may turn to other appropriate contract sources or supplemental contracts to obtain these same or similar services. The City may re-solicit for new additions to the Consultant pool. Use of such supplemental contracts does not limit the right of the City to terminate existing contracts for convenience or cause.

7.13. Expansion Clause

The contract limits expansion of scope and new work not expressly provided for within the RFQ.

Expansion for New Work (work not specified within the original Scope of Work Section of this Agreement, and/or not specified in the original RFQ as intended work for the Agreement) must comply with the following:

(a) New Work is not reasonable to solicit separately; (b) is for reasonable purpose; (c) was not reasonably known by the City or Consultant at time of solicitation or was mentioned as a possibility in the solicitation (i.e. future phases of work, or a change in law); (d) is not significant enough to be regarded as an independent body of work; (e) would not attract a different field of competition; and (f) does not change the identity or purpose of the Agreement.

The City may make exceptions for immaterial changes, emergency or sole source conditions, or other situations required in City opinion. Certain changes are not subject to these limitations, such as additional phases of Work anticipated during solicitation, time extensions, and Work Orders issued on an On-Call contract. Expansion must be mutually agreed and issued by the City through written Addenda. New Work performed before an authorizing Amendment may not be eligible for payment.

The City reserves the right to independently solicit and award any New Work to another firm when deemed appropriate or required by City policy.

7.14. Effective Dates of Offer

Solicitation responses are valid until the City completes award. Should any Respondent object to this condition, they must object prior to the Q&A deadline in the Timeline.

7.15. Cost of Preparing Submittals

The City is not liable for costs incurred by the Respondent to prepare, submit and present qualifications, interviews and/or demonstrations.

7.16. Readability

The City’s ability to evaluate submissions is influenced by the organization, detail, comprehensive material and readable format of the response.

7.17. Changes or Corrections to Submittal

Prior to the submittal closing date and time established for this RFQ, a Consultant may change or correct its proposal by following the Instructions here: https://opengov.my.site.com/support/s/article/4f4218bf-7da6-

4fc6-b0c3-7eade0776ebe. No change to a submission shall be made after the solicitation closing date and time.

https://opengov.my.site.com/support/s/article/4f4218bf-7da6-4fc6-b0c3-7eade0776ebe https://opengov.my.site.com/support/s/article/4f4218bf-7da6-4fc6-b0c3-7eade0776ebe

7.18. Errors in Submissions

Respondents are responsible for errors and omissions in their submissions. No error or omission shall diminish the Respondent’s obligations to the City.

7.19. Withdrawal of Submission

A submittal may be withdrawn at any time through the Procurement portal prior to the closing date or by written request of the submitter.

7.20. Rejection of Submissions

The City may reject any or all submissions with no penalty. The City may waive immaterial defects and minor irregularities in any submitted response.

7.21. Incorporation of RFQ and Respondent Submission in Contract

This RFQ and Respondent’s submission, including promises, warranties, commitments, and representations made in the successful response once accepted by the City, are binding and incorporated by reference in the

City’s contract with the Respondent.

7.22. Independent Contractor

The Consultant works as an independent contractor. The City will provide appropriate contract management, but that does not constitute a supervisory relationship to the Consultant. Consultant workers are prohibited from supervising City employees or from direct supervision by a City employee. Prohibited supervision tasks include conducting a City of Seattle Employee Performance Evaluation, preparing and/or approving a City of

Seattle timesheet, administering employee discipline, and similar supervisory actions.

Contract workers shall not be given City office space unless expressly provided for below, and in no case shall such space be provided for over 36 months without specific authorization from the City.

The City will not provide space in City offices for performance of this work. Consultants will perform most work from their own office space or the field.

7.23. Equal Benefits

Seattle Municipal Code Chapter 20.45 (SMC 20.45) requires consideration of whether Consultants provide health and benefits that are the same or equivalent to the domestic partners of employees as to spouses of employees, and of their dependents and family members. The Consultant Questionnaire requested in the

Response Materials and Submittal section includes materials to designate your equal benefits status.

7.24. Insurance Requirements

Any special insurance requirements are provided as an Attachment. If attached, provide proof of insurance and additional insured endorsement policy language to the City before Contract execution. The apparent successful

Proposer must promptly provide proof of insurance to the City upon receipt of the notice of intent to award.

Consultants are encouraged to immediately contact their Broker to begin preparation of the required insurance documents, if the Consultant is selected as a finalist. Respondents may elect to provide the requested insurance documents within their Submittal.

7.25. Proprietary Materials

The State of Washington’s Public Records Act (Release/Disclosure of Public Records): Under Washington State

Law (reference RCW Chapter 42.56, the Public Records Act) all materials received or created by the City of

Seattle are considered public records. These records include but are not limited to bid or proposal submittals, agreement documents, contract work product, or other bid material.

The State of Washington’s Public Records Act requires that public records must be promptly disclosed by the

City upon request unless that RCW or another Washington State statute specifically exempts records from disclosure. Exemptions are narrow and explicit and are listed in Washington State Law (Reference RCW 42.56 and RCW 19.108).

Respondents must be familiar with the Washington State Public Records Act and the limits of record disclosure exemptions. For more information, visit the Washington State Legislature’s website at http://app.leg.wa.gov/rcw/default.aspx?cite=42.56.

If you have any questions about disclosure of the records you submit with your response, contact the

Procurement Contact named in this document.

Marking Your Records Exempt from Disclosure (Protected, Confidential, or Proprietary)

As mentioned above, all City of Seattle offices (“the City”) are required to promptly make public records available upon request. However, under Washington State Law some records or portions of records are considered legally exempt from disclosure and can be withheld. A list and description of records identified as exempt by the Public Records Act can be found in RCW 42.56 and RCW 19.108.

If you believe any of the records you are submitting to the City as part of your bid/proposal or contract work products, are exempt from disclosure you can request that they not be released before you receive notification.

To do so you must complete the City Non-Disclosure Request Form (“the Form”) provided by the City (see page

4 on the Consultant Questionnaire) and very clearly and specifically identify each record and the exemption(s) that may apply. (If you are awarded a City contract, the same exemption designation will carry forward to the contract records.)

The City will not withhold materials from disclosure simply because you mark them with a document header or footer, page stamp, or a generic statement that a document is non-disclosable, exempt, confidential, proprietary, or protected. Do not identify an entire page as exempt unless each sentence is within the exemption scope; instead, identify paragraphs or sentences that meet the specific exemption criteria you cite on the Form.

Only the specific records or portions of records properly listed on the Form will be protected and withheld for notice. All other records will be considered fully disclosable upon request.

If the City receives a public disclosure request for any records you have properly and specifically listed on the

Form, the City will notify you in writing of the request and will postpone disclosure. While it is not a legal obligation, the City, as a courtesy, will allow you up to ten business days to file a court injunction to prevent the

City from releasing the records (reference RCW 42.56.540). If you fail to obtain a Court order within the ten days, the City may release the documents.

The City will not assert an exemption from disclosure on your behalf. If you believe a record(s) is exempt from disclosure you are obligated to clearly identify it as such on the Form and submit it with your solicitation. Should http://app.leg.wa.gov/rcw/default.aspx?cite=42.56 a public record request be submitted to Purchasing for that record(s), you can then seek an injunction under

RCW 42.56 to prevent release. By submitting a bid document, the bidder acknowledges this obligation; the proposer also acknowledges that the City will have no obligation or liability to the proposer if the records are disclosed.

Requesting Disclosure of Public Records

The City asks bidders and their companies to refrain from requesting public disclosure of bids until an intention to award is announced. This measure is intended to protect the integrity of the solicitation process particularly during the evaluation and selection process or in the event of a cancellation or re-solicitation. With this preference stated, the City will continue to be responsive to all requests for disclosure of public records as required by State Law. If you do wish to make a request for records, visit https://www.seattle.gov/public-records/public-records-request-center.

7.26. Ethics Code

Familiarize yourself with the City Ethics code: http://www.seattle.gov/ethics/etpub/et_home.htm. For an in-depth explanation of the City’s Ethics Code for Contractors, Vendors, Customers and Clients, visit:

http://www.seattle.gov/ethics/etpub/faqcontractorexplan.htm. Any questions should be addressed to Seattle

Ethics and Elections Commission at 206-684-8500.

No Gifts and Gratuities.

Consultants shall not directly or indirectly offer anything (such as retainers, loans, entertainment, favors, gifts, tickets, trips, bonuses, donations, special discounts, work, or meals) to any City employee, volunteer or official, if it is intended or may appear to a reasonable person to be intended to obtain or give special consideration to the Consultant. An example of this is giving sporting event tickets to a City employee who is also on the evaluation team of a solicitation to which you submitted or intend to submit. The definition of what a “benefit” would be is broad and could include not only awarding a contract but also the administration of the contract or evaluating contract performance. The rule works both ways, as it also prohibits City employees from soliciting items from Consultants.

Involvement of Current and Former City Employees.

The Consultant Questionnaire within your submittal documents prompts you to disclose any current or former

City employees, official or volunteer that is working or assisting on solicitation of City business or on completion of an awarded contract. Update that information during the contract.

Contract Workers with over 1,000 Hours.

The Ethics Code applies to Consultant workers that perform over 1,000 cumulative hours on any City contract during any 12-month period. Any such employee must abide by the City Ethics Code. The Consultant is to be aware and familiar with the Ethics Code accordingly.

No Conflict of Interest.

Consultant (including officer, director, trustee, partner or employee) must not have a business interest or a close family or domestic relationship with any City official, officer or employee who was, is, or will be involved in https://www.seattle.gov/public-records/public-records-request-center https://www.seattle.gov/public-records/public-records-request-center http://www.seattle.gov/ethics/etpub/et_home.htm http://www.seattle.gov/ethics/etpub/faqcontractorexplan.htm selection, negotiation, drafting, signing, administration or evaluating Consultant performance. The City shall make sole determination as to compliance.

Campaign Contributions (Initiative Measure No. 122)

Elected officials and candidates are prohibited from accepting or soliciting campaign contributions from anyone having at least $250,000 in contracts with the City in the last two years or who has paid at least $5,000 in the last 12 months to lobby the City. See Initiative 122, or call the Ethics Director with questions.

7.27. Background Checks and Immigrant Status

Background Checks Are Required

Background checks will be required for workers that will perform the work under the contract resulting from this solicitation. The City may require background checks for the Consultant, as well as some or all of their employees and contracted workers who may perform work under this Agreement. The City reserves the right to require such background checks at any time. The City has strict policies regarding the use of background checks, criminal checks, and immigrant status for contract workers. The policies are incorporated into this

Agreement and available for viewing on-line at http://www.seattle.gov/purchasing-and-contracting/social-equity/background-checks.

7.28. Use of Hyperlinks and URLs in Submittals

Hyperlinks and URLs to web sites or references to attachments may not be used in documents submitted in response to this solicitation, unless specifically requested in the submittal requirements. The City is not obligated to evaluate, review, or score any information submitted in the form of a hyperlink or URL. Information and documentation requested for the evaluation process must be submitted in the format indicated in the solicitation instructions.

8. Selection Process

8.1. Initial Screening

The City will review responses for responsiveness and responsibility. Those found responsive and responsible based on an initial review shall proceed to Step 2. Equal Benefits, Minimum Qualifications, an Inclusion Plan (if applicable), satisfactory financial responsibility and other elements are screened in this Step. A significant failure to perform on past City projects may also be considered in determining the responsibility of a firm.

8.2. Qualification Evaluation

Qualifications shall be evaluated using the evaluation criteria in the Evaluation Section.

8.3. Interviews

The City may interview top ranked firms that are considered to be the most competitive. If interviews are conducted, rankings of firms shall be determined by the City, using the combined results of interviews and submittals. Consultants invited to interview are to bring the assigned key person(s) named by the Consultant in the Proposal, and may bring other key personnel named in the Proposal. The Consultant shall not bring individuals who do not work for the Consultant or are not on the project team without advance authorization http://www.seattle.gov/purchasing-and-contracting/social-equity/background-checks http://www.seattle.gov/purchasing-and-contracting/social-equity/background-checks by the Procurement Contact. If interviews are conducted, they will be worth the points listed in the Proposal

Evaluation section.

8.4. References

The City may contact one or more references. The City may use references named or not named by the Proposer.

The City may also consider the results of performance evaluations issued by the City on past projects.

8.5. Selection

The City shall select the highest ranked Proposer(s) for award, including written proposal and the interview (if applicable). The City reserves the right to make a final selection based on the combined results and/or the overall consensus of the Consultant Evaluation Committee.

8.6. Contract Negotiations

The City may negotiate elements of the proposal as required to best meet the needs of the City, with the apparent successful Proposer. The City may negotiate any aspect of the proposal or the solicitation. The City does not intend to negotiate the base contract, which has been attached (See Attachments).

8.7. Right to Award to next ranked Consultant

If a contract is executed resulting from this solicitation and is terminated within 90-days, the City may return to the solicitation process to award to the next highest ranked responsive Consultant by mutual agreement with such Consultant. New awards thereafter are also extended this right.

8.8. Repeat of Evaluation

If no Consultant is selected at the conclusion of all the steps, the City may return to any step in the process to repeat the evaluation with those proposals active at that step. The City shall then sequentially step through all remaining steps as if conducting a new evaluation process. The City reserves the right to terminate the process if no proposals meet its requirements.

9. Evaluation Section

The City will evaluate submittals using the criteria below. Responses will be evaluated, scored and ranked.

Phase 1

No. Evaluation Criteria Scoring Method Weight (Points)

1. Consultant Experience

Consultant qualifications will be evaluated based on the

Consultant's submittal response to the Statement of Qualifications in

Section 11, Subsection 1 of this

RFQ.

Points Based 60

(60% of Total)

2. Proposed Delivery of Service

Do you have experience with energy modeling and familiarity with Total Building Performance

(TBP) reports evaluating projects for performance-based compliance, reviewing system efficiencies, and ensuring that proposed designs align with the intent of the Seattle Energy Code and the City’s climate-action goals?

Points Based 40

(40% of Total)

Phase 2

No. Evaluation Criteria Scoring Method Weight (Points)

1. Interviews (if conducted) 0-100 Points 100

(100% of Total)

10. Award and Contract Execution

The Procurement Contact will provide timely notice of an intent to award to all Consultants responding to the

Solicitation.

10.1. Protests

Interested parties that wish to protest any aspect of this RFQ selection process shall provide written notice to the Procurement Contact. Note the City shall notify Federal Transit Administration if protesting a solicitation for contracts with FTA funds.

10.2. Limited Debriefs

The City issues results and award decisions to all Respondents. The City provides debriefing on a limited basis for the purpose of allowing respondents to understand how they may improve in future solicitation opportunities.

10.3. Instructions to the Apparently Successful Consultant(s)

The Apparently Successful Consultant(s) will receive an Intent to Award Letter from the Procurement Contact after award decisions are made by the City. The Letter will include instructions for final submittals due prior to execution of the contract.

Once the City has finalized and issued the contract for signature, the Consultant must execute the contract and provide all requested documents within ten (10) business days. This includes attaining a Seattle Business

License, payment of associated taxes due, and providing proof of insurance. If the Consultant fails to execute the contract with all documents within the ten (10) day time frame, the City may cancel the award and proceed to the next ranked Consultant, or cancel or reissue this solicitation. Cancellation of an award for failure to execute the Contract as attached may disqualify the firm from future solicitations for this same work.

10.4. Checklist of Requirements Prior to Award

The Consultant(s) should anticipate the Letter will require at least the following. Consultants are encouraged to prepare these documents when possible, to eliminate risks of late compliance.

• Seattle Business License is current and all taxes due have been paid.

• State of Washington Business License.

• Evidence of Insurance (if required)

• Special Licenses (if any)

• Form W-9 if a new Consultant for the City

10.5. Insurance Requirements for Award

No proof of insurance is required.

11. Response Materials and Submittal

Prepare your response as follows. Use the following format and provide all attachments. Failure to provide all information below on proper forms and in the order requested, may cause the City to reject your response. Items marked with an asterisk require a response.

1. Statement of Qualifications*

The response materials shall be 8-1/2"x 11" in format, double-sided, and no more than ten (10) pages - twenty

(20) surfaces excluding covers, tabs and the City's mandatory forms.

Failure to provide all information below on proper forms and in the order requested, may cause the City to reject your response. Items marked with an asterisk require a response.

The response materials should include:

• Letter of interest (optional)

• Statement of Qualifications*

Criteria for Evaluation:

• Provide a detailed resume with relevant experience, including providing mechanical services to public agencies.

• Provide detailed information on your experience with emerging mechanical technologies, advanced

HVAC system design, electrification strategies, and innovative energy-conservation approaches.

2. Minimum Qualifications*

This response is mandatory. The determination you have achieved all minimum qualifications is made from this section alone, and therefore, the Evaluation Committee is not obligated to check references or search other materials in your proposal to make this decision.

For each Minimum Qualification listed below, please describe how you meet the minimum qualification.

Minimum Qualification #1

Consultant must have a bachelor’s degree in mechanical engineering or a closely related field that includes significant mechanical engineering coursework.

Minimum Qualification #2

Consultant must have a minimum of five years of related professional mechanical engineering experience, including two years of mechanical plans review (any other combination of education, training and/or experience which provides an equivalent background will be considered).

*Response required

3. Consultant Questionnaire *

Please download the below document, complete, and upload.

Provide information to the extent this information is available. If your response is incomplete or requires further description, the City may request additional information within a specified deadline, or may determine the missing information is immaterial.

• fas-cpcs-consultant-questio...

*Response required

4. Proof of Legal Business Name

Provide a certificate or documentation from the Secretary of State (SOS) in which you incorporated that shows your company legal name. Many companies use a “Doing Business As” name or nickname in daily business;

the City requires the legal name for your company. When preparing all forms below, use the proper company legal name. Your company’s legal name can be verified through the State Corporation Commission in the state in which you were established, which is often located within the Secretary of State’s Office for each state. For the State of Washington, see http://www.secstate.wa.gov/corps/.

If you do not currently have SOS documentation, it will be required at contract execution.

https://government-project.s3.us-west-2.amazonaws.com/99893/1916fc87-84d7-4c73-a2b0-468094d4595e_fas-cpcs-consultant-questionnaire.docx http://www.secstate.wa.gov/corps/

1. Procurement Contact Information
2. Purpose and Background
3. Solicitation Objectives
4. Minimum Qualifications
5. Scope of Work
5.1. Mechanical Plans Engineer, Senior - Job Responsibilities
6. Contract Modifications
7. Procedures and Requirements
7.1. Registration into the City's Procurement Portal
7.2. Pre-Submittal Conference
7.3. Questions
7.4. Changes to the RFQ
7.5. Receiving Addenda and/or Question and Answers
7.6. Qualifications Submittal
7.7. Respondent Responsibility to Provide Full Response
7.8. Prohibited Contacts
7.9. License and Business Tax Requirements
7.10. State Business Licensing
7.11. Federal Excise Tax
7.12. No Guaranteed Utilization
7.13. Expansion Clause
7.14. Effective Dates of Offer
7.15. Cost of Preparing Submittals
7.16. Readability
7.17. Changes or Corrections to Submittal
7.18. Errors in Submissions
7.19. Withdrawal of Submission
7.20. Rejection of Submissions
7.21. Incorporation of RFQ and Respondent Submission in Contract
7.22. Independent Contractor
7.23. Equal Benefits
7.24. Insurance Requirements
7.25. Proprietary Materials
7.26. Ethics Code
7.27. Background Checks and Immigrant Status
7.28. Use of Hyperlinks and URLs in Submittals
8. Selection Process
8.1. Initial Screening
8.2. Qualification Evaluation
8.3. Interviews
8.4. References
8.5. Selection
8.6. Contract Negotiations
8.7. Right to Award to next ranked Consultant
8.8. Repeat of Evaluation
9. Evaluation Section
Phase 1
Phase 2
10. Award and Contract Execution
10.1. Protests
10.2. Limited Debriefs
10.3. Instructions to the Apparently Successful Consultant(s)
10.4. Checklist of Requirements Prior to Award
10.5. Insurance Requirements for Award
11. Response Materials and Submittal
1. Statement of Qualifications*
2. Minimum Qualifications*
3. Consultant Questionnaire *
4. Proof of Legal Business Name

File details come from the government source that posted it. Updated .