Note: This public body does not discriminate against faith‐based organizations in accordance with the Code of Virginia, § 2.2‐4343.1 or against a bidder or offeror because of race, religion, color, sex, national origin, age, disability, sexual orientation, gender identity, political affiliation, or veteran status or any other basis prohibited by state law relating to discrimination in employment. Minority Owned Businesses (MBEs) and Women Owned Businesses (WBEs) are encouraged to respond.

MAURY SERVICE AUTHORITY

LEXINGTON-ROCKBRIDGE

REGIONAL WQCF

PHASE I BIOSOLIDS

PROCESSING IMPROVEMENTS

PROJECT

CONSTRUCTION MANAGEMENT

PROCUREMENT

Two-Step Process Step One: Request for Qualifications

Copyright © 2022 Water Collaborative Delivery Association | CMAR Procurement RFQ (Modified) ii

Copyright © 2022 Water Collaborative Delivery Association

WCDA No. CMAR-102-2022

By using this WCDA template document, you agree to the terms outlined below:

The Water Collaborative Delivery Association (WCDA) provides this template document for general educational purposes only. Because every project has unique characteristics and requirements, owners and other industry participants should obtain advice from an experienced CM professional on how the general principles and guidance contained in this publication apply to a particular project. This publication does not constitute and should not be considered to be legal advice. Parties seeking legal advice should consult with legal counsel familiar with their particular circumstances. You acknowledge that WCDA documents are protected by US and international copyright laws. Content used for any purpose must maintain unaltered copyright and other proprietary notices, including attribution to Water Collaborative Delivery Association as the source of the content.

All copies you make of our content to distribute must carry the following notice: "Reproduced with permission. Copyright © 2022 Water Collaborative Delivery Association. All rights reserved.”

This WCDA template document cannot be sold or otherwise monetized by owner or other entities.

This template can be reproduced and modified, where indicated, for procurement and education purposes only.

Water Collaborative Delivery Association PO Box 13333, 951 20th Street Denver, CO 80201 303-641-0550 info@WaterCollaborativeDelivery.org www.watercollaborativedelivery.org

Copyright © 2022 Water Collaborative Delivery Association | CMAR Procurement RFQ (Modified) iii

CONTENTS

1 Background

1.1 Introduction

1.2 Owner’s Objectives

2 Project Overview

2.1 Project Site and Location

2.2 Project Scope

2.3 Project Budget and Funding

2.4 Project Permits and Approvals

2.5 Project Schedule

3 CM Services

3.1 General

3.2 Roles and Responsibilities

4 Procurement Process

4.1 Not Used

4.2 Communications and Owner Contact

4.3 Procurement Schedule

4.4 Pre-SOQ Meeting and Site Tour

5 SOQ Submission Requirements

5.1 Submittal Place and Deadline

5.2 Submission Format

5.3 Submission Content

5.3.1 Transmittal Letter

5.3.2 Part 1—Executive Summary

5.3.3 Part 2—CM Profile and Key Firms

5.3.4 Part 3—Project Team Structure and Key Personnel

5.3.5 Part 4—Relevant Project Experience

5.3.6 Appendix A—Reserved

5.3.7 Appendix B—Supporting Financial and Company Documentation (SUBMIT

UNDER SEPARATE COVER)

5.3.8 Appendix C—Resumes

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5.3.9 Appendix D—Draft CM Contract Comments (optional)

6 SOQ Evaluation and Selection

6.1 General

6.2 Responsiveness

6.3 Minimum Requirements (Pass/Fail)

6.4 Evaluation Criteria

6.5 Selection of Short List

7 Conditions for Respondents

7.1 Owner Authority

7.2 Ineligible Firms and Individuals

7.3 Conflict of Interest

7.4 Proprietary Information

7.5 Rights of the Owner

7.6 Obligation to Keep Project Team Intact

7.7 Addenda

7.8 Protests

Attachment A—Definition of Terms

Attachment B—Draft CM Contract

CM Contract Exhibit I—Construction General Conditions

Attachment C—Index of Project Background Documents

Attachment D—Reserved

Copyright © 2022 Water Collaborative Delivery Association | CMAR Procurement RFQ (Modified) 1

1 Background

1.1 Introduction

This request for qualifications (RFQ) for the Phase 1 Biosolids Processing Improvements Project (Project) invites statements of qualifications (SOQs) according to the requirements set forth in this RFQ including the format and content guidelines in Section 5. The SOQs will be reviewed and evaluated, as described in Section 6, to select a short list of three (3) to five (5) Respondents as described in Section 6. After evaluating Respondents’ SOQs, Maury Service Authority (MSA, Owner) intends to issue a request for proposals (RFP) to the short-listed Respondents for award of the Construction Management (CM) Contract see Attachment B (Draft CM Contract). The capitalized terms in this RFQ have the meanings as first used in the text of this RFQ and/or as defined in Attachment A (Definition of Terms).

The Project is to be designed and constructed in two phases using the CM delivery method:

Phase I preconstruction services encompass constructability reviews, value engineering, estimating, and scheduling activities. Phase I is completed when there is agreement on the Project schedule and a guaranteed maximum price (GMP) usually when the design is approximately 60% to 90% complete.

Phase II construction services, in which the CM assumes the general contractor role, encompass further design review, procurement of subcontractors and vendors, self-performance of certain elements of the construction (where permitted and at the Owner’s discretion), and full construction and commissioning.

MSA, in accordance with Virgina Code § 2.2-4382, is pursuing a Construction

Management project delivery method for this project because the Phase 1 Biosolids Processing Improvements project is a complex upgrade within an active wastewater treatment facility, making the traditional design-bid-build approach neither practical nor fiscally advantageous.

Hazen and Sawyer, who is serving as MSA’s Owner’s Advisor and Design Engineer on the project, advised that Construction Management will provide early Contractor involvement, improve cost certainty to support state funding efforts, enhance cost

Copyright © 2022 Water Collaborative Delivery Association | CMAR Procurement RFQ (Modified) 2 control, and allow expedited construction actions to address risks associated with aging and failing infrastructure. The project also qualifies as a “complex project” under Virginia Code § 2.2-4379 due to its specialized equipment, operational constraints, and phased implementation requirements.

MSA is authorized to negotiate and execute a contract with the selected construction management firm, negotiate a Guaranteed Maximum Price, and approve necessary contract modifications to keep the Project on schedule and within budget, and take such other necessary or convenient action for the purposes of the resolution, all subject to the applicable laws of the Virginia Public Procurement Act, Virginia Code § 2.2-4300 et seq. and Virginia Code § 2.2-4378 et seq.

In no event will the Owner be liable for any costs incurred by any Respondent or any other party in developing or submitting an SOQ.

1.2 Owner’s Objectives

By selecting the CM delivery method for this Project, the Owner expects the CM to collaborate closely with the Owner and its Design Engineer during Phase I to develop a design that achieves the Owner’s objectives at a mutually agreeable GMP for delivery of the Project. The Owner also expects the CM to construct the Project, as designed, within the agreed-on price and schedule, through commissioning and startup. The following Project-specific objectives are provided to give Respondents a better understanding of the Project and the work to be performed.

Schedule – Provide replacement equipment prior to failure or extended maintenance needs of existing equipment. Project loan funding also requires specific schedule milestones.

Biosolids management flexibility – the improvements to be implemented under this project will enable additional management pathways for the biosolids produced by the MSA.

Operations and Maintenance – Operations, maintenance, reliability, and flexibility are of the utmost importance.

Costs – All costs, current and future, will be considered in project decisions, including capital, O&M, and life cycle.

Collaboration – To achieve a productive communication strategy, a plan will be developed taking input from MSA, the Owner’s Advisor/Designer (Hazen and Sawyer), and the selected CM.

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Risk Register – Risks will need to be accounted for and considered in all aspects of the project with the goal of optimizing a balance of risks between MSA and the selected CM team.

Safety – An effective safety program will be implemented based on current local, state, and federal regulations, as well as industry best practices.

2 Project Overview

2.1 Project Site and Location

MSA’s Lexington-Rockbridge Regional WQCF is located at 135 Bob Akins Circle, Lexington, VA 24450. An overview of the Lexington-Rockbridge Regional WQCF is shown below. The existing Biosolids Processing Facilities, inclusive of the existing Sludge Control Facility and the existing Sludge Storage Tank, are also indicated below.

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2.2 Project Scope

The proposed biosolids improvements focus on modernizing solids handling and increasing operational flexibility, reliability, and redundancy. The centerpiece of the project is replacement of the obsolete GBT-1 with a combination gravity belt thickener/belt filter press (GBT/BFP) unit within the existing Sludge Control Facility. This configuration allows the facility to both thicken and dewater sludge, providing the ability to produce either liquid biosolids or dewatered cake depending on operational needs.

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Supporting upgrades include replacement of sludge feed pumps, installation of a new polymer system, new sludge transfer piping and controls, a cake conveyor system, electrical and structural modifications, and integration of instrumentation and controls. A covered cake storage area will also be provided to support land application or disposal of dewatered biosolids.

Additional information specific to the Project scope and technical requirements are described in more detail in Attachment C (Index of Project Background Documents).

Certain Project background documents are being made available to Respondents via an electronic reference library see Attachment C (Index of Project Background Documents) for the purpose of illustrating the scope and scale of the Project based on its current definition. The Owner is providing these documents only for the purpose of informing SOQ development and does not confer a license or grant for any other use.

2.3 Project Budget and Funding

The total cost for the overall Phase 1 project including the CM services is currently budgeted at $4,800,000. A detailed Project cost estimate is included in the electronic reference library see Attachment C (Index of Project Background Documents), as well as the current engineering planning documents that serve as the basis for the estimate.

The Owner intends to use State Revolving Fund (SRF) Funding to provide the capital funding needed for the Project.

2.4 Project Permits and Approvals

Table 1 identifies anticipated permits and approvals required for the Project as well as the respective responsibilities of the Owner and CM in obtaining required permits and approvals.

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TABLE 1

Permit Issuing Agency

Responsibility for Obtaining/Supporting

Permit Application Process

PER Approval Virginia Department of Environmental Quality

(DEQ)

MSA

Certificate to Construct Virginia Department of Environmental Quality

(DEQ)

MSA

Certificate to Operate Virginia Department of Environmental Quality

(DEQ)

MSA

Virginia Pollution Abatement Permit

Virginia Department of Environmental Quality

(DEQ)

MSA

Biosolids PFAS Monitoring and Testing, Biosolids Land Application Limits

Virginia Department of Environmental Quality

(DEQ)

MSA

Zoning and Building Permit Rockbridge County CM Land Disturbance Permit Rockbridge County CM

2.5 Project Schedule

Table 2 illustrates the current anticipated Project schedule and compliance deadlines.

TABLE 2

Project Task Date Design Notice to Proceed June 19, 2026 Guaranteed Maximum Price Finalization April 2027 Estimated Design Finalization May 2027 Estimated Construction Substantial Completion June 2028

3 CM Services

3.1 General

As noted in Section 1, the CM will provide services in two distinct phases. A Draft Scope of CM Services will be provided with the RFP and more fully describe the anticipated CM services.

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3.2 Roles and Responsibilities

Table 2 below delineates roles and responsibilities of the Owner and CM to ensure Project success.

TABLE 3

Role Owner (with Designer support) CM

Project Management

• Make day-to-day decisions

• Approve design and construction plans

• Manage contracts with, Design Engineer, and CM

• Provide Project funding

• Approve scope changes

• Coordinate with Owner operations

• Single point of contact with the Owner’s Project Manager for construction-related items

• Develop and implement Project management and quality management plans

• Perform risk management and mitigation activities

• Establish and maintain change order management plan

• Develop and implement Project health and safety practices

• Facilitate resolution of Project issues and challenges

Preconstruction

Services

• Manage interface between design and construction teams

• Review Phase I deliverables and submissions

• Furnish existing studies and data including record drawings, preliminary studies, etc.

• Provide access to site/easements

• Obtain government approvals and permits for which the Owner is responsible

• Review Phase II Construction Price Proposal; negotiate Phase II Construction Price Amendment in good faith

• Prepare and maintain a Project cost model and Project schedule

• Provide constructability input during Phase I

• Prepare equipment and subcontract procurement plan

• Develop Phase II Construction Price Proposal, negotiate Phase II Construction Price Amendment in good faith

• Provide additional Owner-requested, Project-specific services necessary for Project success

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Construction Services

• Participate in construction Project meetings

• Monitor construction activities

• Coordinate engineering services during construction

• Ensure timely responses to construction submittals (e.g., submittals, requests for information, notices, etc.) as defined in the contract

• Deliver constructed work

• Manage self-performing and subcontracted work

• Manage craft labor

• Maintain site safety and security

• Coordinate with Design Engineer

• Obtain government approvals and permits for which the CM is responsible

• Provide warranty coverage for constructed work

Commissioning and Startup

• Lead the team in the early development of the facility commissioning plan with responsibilities clearly delineated

• Manage Design Engineer’s preparation of facility O&M manual

• Engage meaningfully in commissioning, startup, and training activities and prepare for handoff from CM

• Coordinate construction activities with and lead assigned testing, commissioning, startup, and training activities, coordinating with Owner’s O&M staff to minimize impacts

• Provide timely and complete submission of manufacturer’s equipment O&M materials

4 Procurement Process

4.1 Not Used

4.2 Communications and Owner Contact

On behalf of the Owner, Jordan Combs, Executive Director, will act as the sole point of contact for this RFQ and shall administer the RFQ process. All communications shall be submitted in writing, or by email, and shall specifically reference this RFQ. All questions or comments should be directed to the Owner contact as follows:

Jordan Combs Executive Director j.combs@msaplant.org

No oral communications from the Owner contact or other individuals are binding. No contact with Owner staff or any public officials concerning the Project during the procurement process outside of formal procurement meetings herein is allowed. A violation of this provision may result in disqualification of Respondent.

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4.3 Procurement Schedule

The current procurement schedule is as follows:

Issue RFQ August 7, 2026

Pre-SOQ submittal meeting August 18, 2026

Deadline for questions August 27, 2026

Submit SOQ September 10, 2026

SOQ evaluation and short-list selection September 22, 2026

Issue RFP September 24, 2026

Submit Proposal October 22, 2026

Selection notification November 5, 2026

Award contract November 17, 2026

4.4 Pre-SOQ Meeting and Site Tour

Owner will provide access to the site for interested Respondents. The site tour will be held at the LRRWQCF on August 18, 2026 starting at 10:00 AM and is optional.

Attendees will have the opportunity to tour the Project site to familiarize themselves with site conditions and constraints. Respondents shall advise the Owner contact by August 14, 2026 of the names of individuals who will attend the site tour. Due to space constraints, each Respondent is limited to three (3) attendees.

5 SOQ Submission Requirements

5.1 Submittal Place and Deadline

SOQs will be received electronically until 2:00 pm on September 10, 2026 for providing the services described herein. All SOQs shall be submitted electronically through eVA.

Please refer to the instructions below on how to submit electronic sealed SOQs through eVA. Note that Appendix B (Supporting Financial and Company Documentation) must be submitted as a separate PDF.

This RFQ is a request for an electronic sealed statement of qualifications; therefore, documents submitted outside of the eVA system, such as via e-mail, mail, fax or hand

Copyright © 2022 Water Collaborative Delivery Association | CMAR Procurement RFQ (Modified) 10 delivery WILL NOT be accepted. Electronic sealed SOQs will be received until the closing date and time provided in the solicitation.

Prior to the due date, Offerors should:

• Check the status of the solicitation on eVA at www.eva.virginia.gov by clicking on

Business Opportunities and then click on Virginia Business Opportunities (VBO) for any updates, changes, amendments, cancellations, etc.;

• Check the Solicitation in VBO for all attachments and documents to be completed and submitted; and

• Complete all attachments, amendments, exhibits, product information, etc. and attach electronically to the Offeror’s electronic submission.

Offerors are solely responsible for reviewing, complying, and returning a complete and responsive SOQ. Failure to submit any of the required information may result in the SOQ receiving a lower evaluation score. Changes to the solicitation’s forms or formats are prohibited except where clearly instructed and permitted.

Proposal Submission:

Electronic SOQ submission with required documents attached is required. Offerors must be registered in eVA in order to submit an electronic SOQ. Offerors must submit one (1) complete copy of the SOQ and all required documents and/or attachments.

The following are instructions for submitting an electronic SOQ:

a) Go to www.eva.virginia.gov;

b) Click on “I Sell To Virginia”;

c) Click on “eVA Supplier Training”; and

d) Click on “Viewing and Responding to Solicitations Video”.

If an Offeror needs assistance submitting an electronic response, the Offeror must contact eVA Customer Care at 866-289-7367 or email eVACustomerCare@dgs.virginia.gov.

Each Respondent assumes full responsibility for timely delivery of its SOQ. Any SOQ received after the submittal deadline will be deemed nonresponsive and returned.

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5.2 Submission Format

The SOQ shall be bound and formatted as follows:

Page limit: The SOQ must not exceed 40 total pages, excluding the transmittal letter, index or table of contents, front and back covers, title pages/separation tabs, and appendices. Pages shall be 8.5 x 11 inches, with the exception of up to 3 pages, which may be presented in 11 x 17-inch format; each 11 x 17 counts as two pages.

Electronic version: The submitted PDF must contain bookmarks for each section listed in Section 5.3.

Front Cover: SOQ front cover shall be labeled:

[RESPONDENT NAME]

[PROJECT TITLE]

STATEMENT OF QUALIFICATIONS

[DATE OF SUBMITTAL]

5.3 Submission Content

The content requirements set forth in this RFQ represent the minimum content requirements for the SOQ. It is the Respondent’s responsibility to include information in its SOQ to present all relevant qualifications and other materials. The SOQ, however, should not contain standard marketing or other general materials. It is the Respondent’s responsibility to modify such materials so that only directly relevant information is included in the SOQ.

The SOQ must include the following information in the order listed:

Transmittal Letter

Part 1—Executive Summary

Part 2—CM Profile and Key Firms

Part 3—Project Team Structure and Key Personnel

Part 4—Relevant Project Experience

Appendix A—Reserved

Appendix B—Supporting Financial and Company Documentation

Appendix C—Resumes

Appendix D—Draft CM Contract Comments (optional)

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5.3.1 Transmittal Letter

Respondents must submit a transmittal letter (maximum two pages) on the Respondent’s letterhead. It must be signed by a representative of the Respondent who is authorized to sign such material and to commit the Respondent to the obligations contained in the SOQ. The transmittal letter must include the name, address, phone number, and email address for the Respondent representative and must specify who would be the CM’s signatory to any contract documents executed with the Owner. The transmittal letter may include other information deemed relevant by the Respondent.

The transmittal letter must affirm compliance with the forms included in Appendix A (Forms for Affirmation of Compliance), based on the forms in RFQ Attachment D (Forms for Affirmation of Compliance), and confirm receipt of all addenda.

5.3.2 Part 1—Executive Summary

The executive summary (maximum three pages) must include a concise overview of the key elements of the SOQ. The executive summary shall not be used to convey additional information not provided elsewhere in the SOQ.

5.3.3 Part 2—CM Profile and Key Firms

A detailed and complete description of the CM and Key Firms must be provided in Part 2 of the SOQ.

CM Profile

Required information applies to the CM and not to Key Firms (subconsultants or subcontractors). In the case of a joint venture, both parties must provide requested information. The CM profile must include the following information:

General Information. Provide general information about the CM, such as lines of business and service offerings, locations of home and other offices, number of employees (professional and nonprofessional), years in business, and evidence of required licenses. Provide licenses in Appendix B (Supporting Financial and Company Documentation) of the SOQ. All offerors shall have a licensed Class “A” Contractor registered in the Commonwealth of Virginia as part of the Project team.

CM Legal Structure. Identify whether the CM is organized as a corporation, limited liability company (LLC), general partnership, joint venture, limited partnership, or other form of legal entity. Describe how the CM has used this structure, or a similar structure, to deliver similar projects. As applicable, identify the owners of the CM

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(e.g., shareholders, members, partners, and the like) who hold an interest of 10% or more in Appendix B (Supporting Financial and Company Documentation).

Project Office Location. Identify where the CM intends to maintain its Project office(s) and the location where the construction management work will be performed.

Safety. Provide a summary description of the CM’s corporate safety program and include safety statistics or records indicating categories of accidents and their incidence or frequency rates for the past three years. The following safety records must be provided for the CM for the current and past three years:

— The experience modification rate (EMR) calculated by the National Council on Compensation Insurance or similar rating bureau. (The EMR is also referred to as the experience modification rating, experience modification factor, experience modifier, or X-mod.) Where this value is greater than the industry average of 1.0, Respondent may provide mitigating information to explain the reasons for the EMR rating in Appendix B (Supporting Financial and Company Documentation).

— The days-away-from-work injury incidence rate. A day-away-from-work injury is an injury that prevents an employee from returning to their next regularly scheduled shift. The incidence rate is calculated by multiplying the number of days-away-from-work injuries for the particular year by 200,000 and then dividing the product by the person-hours worked for that year.

The SOQ must provide the following additional information pertaining to factors or events that have the potential to adversely impact the CM’s ability to perform its contractual commitments. If any of the questions below are answered in a manner that indicates that any of these unfavorable factors or events are present, it is the Respondent’s responsibility to (1) describe in detail the unfavorable factor or event, and

(2) provide sufficient information to demonstrate that the unfavorable factor or event will not adversely impact the Respondent’s ability to perform its contractual commitments.

Include the following information in Appendix B (Supporting Financial and Company Documentation):

Financial Condition. Provide financial statements for the CM for the past three years and quarterly financial statements, certified by the chief financial officer, for the current year. For publicly traded companies, reference to US Securities and Exchange Commission 10-K filings and any recent 10-Q findings are adequate. For entities that are not publicly traded, provide audited financial statements for the

Copyright © 2022 Water Collaborative Delivery Association | CMAR Procurement RFQ (Modified) 14 same period. If the CM is a joint venture, LLC, or partnership, such financial statements must be provided for each partner or member.

Payment and Performance Bonds. Provide a letter issued by the CM’s surety company to verify the availability of a bond of at least $4,800,000 million for this Project. The surety must be authorized by law to do business in Virginia and must have an A.M. Best Company Financial Strength Rating (FSR) of A- or better. The surety company must be listed in the US Department of Treasury’s Circular 570.

Insurance. Provide a letter from the CM’s insurance company or broker stating its ability to acquire and provide the minimum limits for the required insurance provided in ATTACHMENT B (Draft CM Contract). The required insurance must be obtained and maintained from insurance companies that have an A.M. Best Rating of A- or better and are duly licensed or authorized in Virginia.

Legal Proceedings and Judgments. List and briefly describe any pending or past (within five years) legal proceedings and judgments, or any contingent liability that could adversely affect the financial position or ability to perform contractual commitments to Owner. If no such proceedings or judgments are listed, provide a sworn statement to that effect from the CM’s general counsel.

Completion of Contracts. Has the CM failed to complete any contract, or has any contract been terminated due to alleged poor performance or default within the past 10 years? If so, describe the circumstances.

Debarred from Bidding. Has the CM been debarred within the past 10 years, or is it currently under consideration for debarment on public contracts by the federal government or by any state? If so, describe the circumstances.

Key Firms

Identify and provide general information for any Key Firms (such as subcontractors and subconsultants) included on the Project Team. Include EMR safety records for the current and past three years for each Key Firm anticipated to be responsible for construction activities.

5.3.4 Part 3—Project Team Structure and Key Personnel

Describe the structure and management of the Project Team. Note that any change in the Key Firms or Key Personnel included in the SOQ are subject to the provisions outlined in Section 7.6 (Obligation to Keep Project Team Intact), which requires Owner approval of such changes.

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Project Team Structure

Describe the scope of the CM’s and each Key Firm’s services and responsibilities.

Include organizational chart(s) showing reporting relationships and responsibilities of the CM and Key Firms during Phases I and II.

Key Personnel Experience and Qualifications

Include organizational chart(s) identifying all Key Personnel (and their firm affiliations) and showing reporting relationships of all Key Personnel (along with their firm affiliations) during Phases I and II. Minimum Key Personnel include:

— Project Director – Individual most responsible for the successful delivery of the project

— Project Manager – Primary contact responsible for the overall delivery of the project including planning, design review, construction, and commissioning

— Preconstruction Manager – Individual responsible for constructability review, permit setup, cost estimating, procurement, Phase II construction price development, and other tasks as needed

— Construction Manager – Individual responsible for the delivery of the construction phase of the project; responsible for providing constructability reviews during design and managing the team resources and schedule to deliver the construction phase of the project

— Site Superintendent – Individual assigned to the project full time in the field to manage, make safe, and provide quality control for all construction activities, trades, subcontractors, and team field staff on the project site

— Commissioning and Start-up Manager – Responsible for leading development of a commissioning and start-up plan during the design phase and implementing the plan during the construction phase

— Safety Manager – Individual with overall responsibility for project safety and development and implementation of project safety plan

— Quality Manager – Individual with overall responsibility for development, implementation, and management of the project quality plan

— Lead Estimator – Individual responsible for development of preconstruction estimates, cost model, and Phase II construction price development

— Respondents may identify up to 3 additional Key Personnel they deem to be critical to Project success.

Describe Key Personnel individual qualifications and experience and how it aligns with their proposed role. Specifically discuss Project Manager’s experience leading similar teams.

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Provide resumes for all Key Personnel in Appendix C (Resumes). Resumes must be limited to two pages per individual and include:

— Academic and professional qualifications

— Professional registration (as applicable)

— Tenure with organization and industry

— Experience as it relates to the Project and to the individual’s specified role on the

Project

5.3.5 Part 4—Relevant Project Experience

Describe the performance history and experience of the Project Team on similar projects, including a description of past working relationships.

The Respondent shall submit 5 reference project descriptions to demonstrate relevant experience with projects of similar scope and scale. At least 3 reference projects shall be completed in the last 10 years. Each project description shall contain at least the following information:

— Project name and location

— Name of owner

— Owner reference and contact information

— Delivery model

— Role of Respondent and/or Key Firm(s)

— Initial and final contract value and reason for change

— Scheduled and actual completion dates

— Description of the project showing relevance to this project

— Names of Key Personnel that participated in project and are included in this

SOQ, along with a clear description of the roles and responsibilities of each

Provide a one-page summary table to cross-reference the Project Team (CM, Key Firms, and Key Personnel) with participation in the reference projects.

5.3.6 Appendix A—Reserved

5.3.7 Appendix B—Supporting Financial and Company Documentation (SUBMIT

UNDER SEPARATE COVER)

Appendix B must include all information required in Section 5.3.3 of this RFQ.

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5.3.8 Appendix C—Resumes

Appendix C must include resumes for all Key Personnel in SOQ, per requirements of 5.3.4.

5.3.9 Appendix D—Draft CM Contract Comments (optional)

Respondents may include a detailed markup of the Draft CM Contract included in RFQ Attachment B. Such comments may take any form that is convenient to the Respondent, including a tracked-changes markup of the draft in RFQ Attachment B.

Appendix D (if included) must explain the rationale for proposed revisions and the associated benefits to the Owner. Respondents are encouraged to suggest revisions that would more efficiently allocate risk, improve the parties’ understanding of risk allocation, and improve clarity of any terms of the Draft CM Contract where ambiguities or uncertainties may arise in their application or interpretation.

Any such comments will not be scored and will be considered by the Owner before issuance of the RFP, which shall include a final version of the CM Contract including consideration of comments provided in this Appendix D.

6 SOQ Evaluation and Selection

6.1 General

The SOQs will be reviewed and evaluated by the Owner’s selection committee (with assistance provided by outside advisors if desired by Owner) according to the requirements and criteria outlined in this Section 6. During the SOQ evaluation process, written questions or requests for clarifications may be submitted to one or more Respondents regarding its SOQ or related matters. Failure to respond in a timely manner to any such questions or requests may be grounds for elimination of a Respondent from further consideration.

6.2 Responsiveness

Each SOQ will be reviewed to determine whether it is responsive to the RFQ. Failure to comply with the requirements of this RFQ may result in rejection of the SOQ as nonresponsive. At its sole discretion, however, the selection committee may waive any such failure to meet a requirement of this RFQ and may request clarification or additional information to remedy a deficiency.

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6.3 Minimum Requirements (Pass/Fail)

Each responsive SOQ will be reviewed to determine whether it meets the minimum requirements outlined in this subsection. At its sole discretion, the selection committee may waive any failure to satisfy such requirements and may request clarification or additional information to address any questions that may arise in this regard. Any SOQ that does not satisfy all of the following minimum requirements may be rejected.

Financial condition of CM

Ability of the CM to demonstrate it has bonding capacity in the amount of $4,800,000

Ability of the CM to demonstrate it can provide the required insurance coverage

Legal proceedings and judgments

Completion of contracts

Debarment status

Licensing and registration. The CM and other Key Firms included in the SOQ must be licensed in Virginia for the type of work to be performed.

6.4 Evaluation Criteria

The selection committee will evaluate and rank the responsive SOQs that satisfy the minimum requirements by applying the weighted comparative evaluation criteria set forth below. Respondents will also be required to demonstrate they meet certain minimum qualifications indicated as pass/fail elements.

Transmittal Letter Not Scored

Part 1—Executive Summary Not Scored

Part 2—CM Profile and Key Firms

Scored Criteria 20% o CM Profile

General information CM legal structure Project office location Safety o Key Firms General information Safety

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Pass/Fail Criteria Pass/Fail o Financial condition o Performance and payment bonds o Insurance o Legal proceedings and judgments o Completion of contracts o Debarment o Licenses

Part 3—Project Team Structure and Key Personnel 40%

Project team structure

Key Personnel experience and qualifications

Part 4—Relevant Project Experience 40%

Performance history and experience

Relevant project experience

Appendix A—Reserved

Appendix B—Supporting Financial and Company Documentation Scored as part of Part 2

Appendix C—Resumes Scored as part of Part 3

Appendix D—Draft CM Contract Comments (optional) Not Scored

6.5 Selection of Short List

After the evaluation process is complete, the Owner will notify Respondents of the rankings. The top-ranked Respondents will be selected for inclusion in the short list of up to three (3) Respondents who will receive the RFP.

7 Conditions for Respondents

7.1 Owner Authority

Owner is a public body politic and corporate and a political subdivision of the Commonwealth of Virginia operating under Articles of Incorporation adopted as authorized by the Virginia Water and Waste Authorities Act, Virginia Code Section 15.2- 5100, et seq. The procurement process for this project is authorized under Virginia Code Section 2.2-4378.

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7.2 Ineligible Firms and Individuals

The following firms and individuals are serving in an advisory capacity to the Owner for this Project and are therefore not eligible to assist or participate with any Respondent that submits an SOQ.

- Hazen and Sawyer

- BotkinRose

7.3 Conflict of Interest

Not used.

7.4 Proprietary Information

All materials submitted to the Owner become public property and are subject to local, state, and federal laws and regulations. If the SOQ contains proprietary information that the Respondent does not want disclosed, each page containing such information must be identified and marked “PROPRIETARY” at the time of submittal. Owner will, to the extent provided by law, endeavor to protect such information from disclosure. The final decision on what information must be disclosed, however, lies with the Owner. Failure to identify proprietary information will result in all unmarked sections being deemed nonproprietary and available upon public request. Respondents shall not be permitted to mark the entire SOQ as proprietary.

7.5 Rights of the Owner

In connection with this procurement process, including the receipt and evaluation of SOQs and development of the short list, the Owner reserves to itself (at its sole discretion) all rights available to it under applicable law, including without limitation, with or without cause, and with or without notice, the right to:

Cancel, withdraw, postpone, or extend this RFQ, in whole or in part, at any time prior to the execution of the CM Contract, without incurring any obligations or liabilities.

Modify the procurement schedule.

Waive deficiencies, informalities, and irregularities in an SOQ and accept and review a nonconforming SOQ.

Suspend and terminate the procurement process or terminate evaluations of SOQs received.

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Permit corrections to data submitted with any SOQ.

Hold meetings and interviews, and conduct discussions and correspondence, with one or more of the Respondents to seek an improved understanding of any information contained in an SOQ.

Seek or obtain, from any source, data that has the potential to improve the understanding and evaluation of the SOQs.

Seek clarification from any Respondent to fully understand information provided in the SOQ and to help evaluate and rank the Respondents.

Reject an SOQ containing exceptions, additions, qualifications, or conditions not called for in the RFQ or otherwise not acceptable to the Owner.

Conduct an independent investigation of any information, including experience, included in an SOQ by contacting Project references, accessing public information, contacting independent parties, or any other means.

Request additional information from a Respondent during the evaluation of its SOQ.

7.6 Obligation to Keep Project Team Intact

Owner expects all firms and Key Personnel proposed to be available to provide services for this Project. Respondents are advised that all Key Firms and Key Personnel identified in the SOQ shall remain on the Project Team for the duration of the procurement process and execution of the Project. Following announcement of the short list, Respondents shall not substitute a Key Firm or an individual filling a Key Personnel position, except in unavoidable circumstances. In such circumstances the Respondents shall notify the Owner in writing, and the Owner may rescore, and re-rank, and thereafter decide whether the Respondent may continue to compete in the selection process.

Key Personnel are committed to the Project and changes may not be accepted, unless they no longer work for the firm or Owner otherwise agrees that a change is appropriate. (The anticipated dates for award of the CM Contract and for completion of the Project are set forth in Subsection 2.5 of this RFQ.) If extraordinary circumstances require a change, it must be submitted in writing to the Owner contact, who, at its sole discretion, will determine whether to authorize a change, recognizing that certain circumstances (such as termination of employment) may occur that are beyond the CM’s control. Unauthorized changes to the Project Team at any time during the

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7.7 Addenda

If any revisions to the RFQ or procurement process become necessary or desirable (at the Owner’s sole discretion), the Owner may issue written addenda. The Owner will issue any such addenda via the eVA website. It is each Respondent’s responsibility to obtain all addenda prior to submitting its SOQ.

7.8 Protests

Any protest to an Owner’s action in connection with this procurement must be filed in writing no later than ten (10) business days following such action and must be in strict accordance with the Owner’s applicable procedures and with applicable law.

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Attachment A—Definition of Terms

The definitions of some of the terms used in this RFQ are presented below:

CM—Both the construction management delivery method and the entity that will enter into the CM Contract with the Owner and that will be the single point of accountability to the Owner for delivery of the services and the Project. The term “CM” can refer to either a single entity or a joint venture.

Design Engineer—The engineering firm that will provide professional design services and have responsible charge of the design, including preparation of the construction documents.

Draft CM Contract—The draft contract, including all of its exhibits, presented as RFQ Attachment B (Draft CM Contract OR Preliminary Risk Allocation Matrix and Term Sheet).

Key Firms—Firms fulfilling the key roles that must be identified in Respondent’s SOQ and are committed to work on the Project if Respondent is selected as the CM.

Key Personnel—The individuals, employed by the CM or Key Firms included on the Project Team, who would fill certain key roles in delivery of the Project and related services, including the positions described in the RFQ.

Minimum Requirements—The requirements set forth in Subsection 6.3 of this RFQ that, at a minimum, must be satisfied (or waived by the Owner) in order for the SOQ to be evaluated and ranked according to the comparative evaluation criteria.

Owner—MSA

Owner Advisor/Engineer of Record—Hazen and Sawyer

Project— Phase 1 Biosolids Processing Improvements Project

Project Team—The CM, Key Firms (such as subcontractors and subconsultants), and Key Personnel identified in the Respondent’s SOQ.

Respondent—The CM entity responding to this RFQ by submitting an SOQ.

Statement of Qualifications (SOQ)—A response to this RFQ, submitted by a Respondent for the Project.

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Attachment B—Draft CM Contract

Draft CM Contract to be issued for review via Addenda no later than 14 days prior to due date for the Statement of Qualifications.

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CM Contract Exhibit I—Construction General Conditions

CM shall be responsible for all Construction General Conditions, as well as the performance of the related obligations identified in this exhibit.

The Construction General Conditions Costs shall be the sole reimbursement for all costs and expenses associated with providing the Construction General Conditions, regardless of whether such work is provided directly by the CM or by subcontract or vendor agreement.

The Construction General Conditions Costs are to be based on an estimated Project cost of $4,800,000 and a 12-month construction schedule and are to be inclusive of both Project site and home office costs required to execute the requirements for the Project.

1. Supervisory and Administrative Personnel

Time of all CM’s supervisory and administrative personnel engaged in the on-site performance of work, including but not limited to the Project Manager, Construction Manager, Superintendent(s), and those responsible for managing and implementing CM’s scheduling, cost estimating, cost control, and billing functions, including subcontractor and material procurement, management, and administration

Time of CM’s supervisory and administrative personnel engaged off the Project site to support the work, including visits to suppliers and manufacturing locations, attendance at workshops, travel, and other activities required for the coordination, production, or transportation of material or equipment necessary for the work

Time of CM’s supervisory and administrative personnel engaged in SBE/MBE/WBE participation, coordination, and management (option—as required by contract)

Time of CM’s personnel stationed at the CM’s principal or branch offices and performing the work

Employee benefits, premiums, taxes, insurance, contributions, and assessments for supervisory and administrative personnel required by law, collective bargaining agreements, and, for supervisory and administrative personnel not covered by such agreements, customary benefits such as sick leave, medical and health benefits, holidays, vacations, and pensions paid by the CM, to the extent such costs are based on wages and salaries paid to supervisory and

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The reasonable cost of vehicles, travel, accommodations, and meals for the CM’s personnel necessarily and directly incurred in connection with the performance of the work

2. Field Office(s) for CM Staff

All work associated with establishing, operating, and demobilizing CM’s field office, including, but not limited to:

Field office mobilization and demobilization

Office trailer rental

Office furniture and equipment

Office janitorial

Office supplies

Office computers, software, and maintenance

Office telephones, telephone and internet services, and all job site communication for the Project document reproduction services (off-site or custom)

Copy machines, fax machines, printers, scanner, and paper shredders

Postage, courier, and express delivery

Accounting and data processing costs

Jobsite radios/cellular phones

Job travel, including fuel and vehicle

Scheduling expenses

Job meeting expenses

Project redline drawings

Record drawings and specifications

Project preconstruction and progress photos

All copying of documents and record drawings (whether on- or off-site)

3. Construction Supplies and Support Areas

Temporary parking and laydown areas both on- or off-site, including rental areas

Site security fencing and systems

Storage facilities, both on- and off-site, whether owned or rented

Surveying equipment and supplies

Project-specific signage

Reference manuals

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4. Temporary Amenities and Utilities (including hook-up, metering, and consumption costs)

Drinking water

Temporary toilets

Temporary water distribution and meters

Temporary fire protection

Temporary power

Temporary and emergency lighting

Temporary construction facilities and services

Temporary heat and ventilation

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Attachment C—Index of Project Background Documents

Respondents shall review the index of Project background documents to support SOQ development and during Phase I. The Owner may also update the index of Project background documents from time to time with new information via addenda to the RFQ, RFP, or during Phase I.

Link to electronic reference library: see eVA for files

Document Number

Document Title

1 Lexington-Rockbridge Regional WQCF –…