For more information, please visit our online supplier portal, located at https://procurement.opengov.com/portal/districtgov

INVITATION TO BID

FOR

PLC Replacement Program Phase 3

ITB #26B-029

Issued By:

Village Community Development Districts

Utilities

Veronica Salazar, Procurement Agent

3571 Kiessel Road

The Villages, FL 32163

Phone: (352) 751-6700 * Fax (352) 751-6715 www.districtgov.org veronica.salazar@districtgov.org

Date of Issue: Monday, August 3, 2026

Due Date/Time: Thursday, September 3, 2026 at 3:00 pm http://www.districtgov.org/

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CALENDAR OF EVENTS / BID TIMELINE

Listed below are the important dates and times by which the actions noted must be completed. All dates are subject to change by the Purchasing Department. If the Purchasing Department finds it necessary to change any of these dates or times prior to the Bid due date, the change will be accomplished by addendum.

Issue ITB August 3, 2026

On-Site Pre-Bid Conference

(Mandatory)

August 18, 2026, 9:00am

District Brownwood Office 3571 Kiessel Rd.

From there, we will proceed to:

CSU -Lift Station 20: 4230 Deskin Ln, The

Villages, FL 34785 CSU Lift Station 29: 3515 Conservation

Trail, The Villages, FL 32163 NSU- Lift Station 14: 2045 Canal St, The

Villages, FL 32162 NSU- Lift Station 12: 1464 Gayle Mill Dr, The Villages, FL 32162 NSU- Lift Station 5: 1150 Old Camp Rd, The Villages, FL 32162

Last Day for Questions August 26, 2026, 4:00pm

ITB Submittals Due September 3, 2026, 3:00pm

Purchasing Office

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Public Opening (Non-Mandatory) September 3, 2026, 3:15pm

Large Conference Room located at

Microsoft Teams Meeting ID: 249 026 705 359 775 Passcode: t5C4nT7o

Teleconference +1 (872) 239-8225

Phone Conference ID: 752 497 337#

District Board Approvals *Next Regularly Scheduled Meeting after all Pertinent Forms and Documents are

Complete and Ready for Board

Review/Approval

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TABLE OF CONTENTS

1. REQUIRED DOCUMENTS CHECKLIST

2. INTENT AND GENERAL INFORMATION

3. INSURANCE REQUIREMENTS

4. PROVIDING BONDING

5. INTRODUCTION

6. SCOPE OF SERVICES

7. BID SUBMITTAL

8. VENDOR QUESTIONNAIRE

9. C-520 Sample Agreement

Attachments:

A - Exhibit A - C700 General Conditions

B - Exhibit B - C800 Supplementary Conditions

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1. REQUIRED DOCUMENTS CHECKLIST

This standardized check list has been provided to assist the Respondents with the submission of the Bid package. This check list cannot be construed as identifying all required submittal documents for this project. Respondents remain responsible for reading the Bid information in its entirety to ensure compliance. Manipulating or altering any of these forms may result in the Bid as being non-responsive.

• Bid Cover Page – Signed and Completed

• Respondents Statement of Experience, Equipment and Personnel & References for Similar Projects - Notarized o List a minimum of six (6) references of specified scope:

- Five (5) completed projects for control panel installation or upgrade with in last five years

- One (1) completed project for the installation of 40 or more control panels under one project o Must have 8 years overall experience performing PLC/PAC control panel upgrades and/or installs o Must have 5 years experience performing work in the water and wastewater industry

• W-9 – Signed and Completed

• Disclosure of Sub-contractors, Sub-consultants and Suppliers – signed and/or information completed - Signed and/or Completed

• If applicable, Sub-Contractors Statement of Experience, Equipment and Personnel & References for Similar

Projects - Notarized

• Excel Bid Form(s) submitted in correct format, accurate calculations - Signed and Dated. NOTE: All price information to be used in the Bid review must be submitted on this Bid form, as is. Manipulating or altering this Bid form may result in this bid being non-responsive. Any exception or deviation from this Bid Form should be included in the Exceptions and Deviations Form to be considered separately.

o One (1) NSCUDD Bid Form

• Exceptions / Deviations Page – Signed

• Bidder’s Certification – Addenda Acknowledged & Signed

• Certification Regarding Scrutinized Companies’ List - Signed

• Drug Free Workplace Certificate – Signed & Notarized

• Anti-Collusion Form - Signed

• Insurance Requirements - Signed

• Certificate of Insurance or Insurance Letter - Informational

• Statement of Terms and Conditions – Signed

• Wildlife Habitat Management Plan – Signed

• Human Trafficking Affidavit - Signed & Notarized

• Copy of Required/Applicable Licenses or Certifications per specifications o UL Certified Panel Shop

• AIA G703 Schedule of Values or equivalent

• Bonding Requirement Form - Signed

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• Bid Bond (10% of bid/proposal amount) REQUIRED WITH SUBMITTAL

• Performance Bond Surety Letter REQUIRED WITH SUBMITTAL

• Electronic submittal via OpenGov or a Physical submittal with required number of copies (one (1) original and one

(1) copy (for a total of 2) and one (1) electronic copy on a new USB flash drive)

This checklist shall not be construed as a complete list. Vendor is responsible to ensure all requirements of the solicitation are completed.

2. INTENT AND GENERAL INFORMATION

2.1. INVITATION TO BID

The Villages Community Development Districts is requesting bids for PLC Replacement Program Phase 3. Sealed bids will be received by the Purchasing Department located at 3571 Kiessel Road, The Villages, Florida 32163, bid packets can also be submitted electronically via the OpenGov Procurement Portal, and will be accepted until 3:00 pm on

Thursday, September 3, 2026 for “ITB #26B-029”. Only the vendors’ names of all timely received bids shall be read aloud and recorded at the Public Opening. Suppliers have the option to receive the bid results by submitting a Public Records request to the District Clerk’s office DistrictClerk@DistrictGov.org. A Notice to Respondents including the bid results will also be issued within 2-3 business days and will be posted on both OpenGov and the District websites.

Respondents shall take careful notice of the following conditions of this Invitation to Bid:

• Submissions by fax, email or other electronic media (excluding OpenGov) will not be accepted under any circumstances. Late submissions will not be accepted under any circumstances.

• Submitters may withdraw and/or replace bids at any time until the deadline for submission of bids.

• All questions received by 4:00 pm on Wednesday, August 26, 2026 will be considered. Questions will not be answered over the phone. Questions must be in writing and emailed to Veronica Salazar at veronica.salazar@districtgov.org or submitted through the OpenGov Procurement Portal at https://procurement.opengov.com/portal/districtgov/projects/285169

2.2. MINIMUM REQUIREMENTS

At least 8 years of overall experience performing PLC/PAC control panel upgrades or installation of new PLC/PAC control panels. At least 5 years of experience performing work in the water and wastewater industry. Demonstrated experience installing the following Allen-Bradley platforms: CompactLogix MicroLogix PanelView Successfully completed at least five control panel installation or upgrade projects within the last 5 years as supported by 5 references. Successfully completed at least one control panel installation of 40 or more control panels under one project as supported by 1 reference.

Maintain field service offices within a maximum 2.5 hour driving time from The District. Owns and operates a UL certified panel shop.

2.3. MANDATORY PRE-BID CONFERENCE

A pre-bid conference will be held on Tuesday, August 18, 2026 promptly at 9:00 am. Interested Contractors are to meet at:

District Brownwood Office 3571 Kiessel Rd. The Villages, FL 32163 From there, we will proceed to: CSU -Lift

Station 20: 4230 Deskin Ln, The Villages, FL 34785 CSU Lift Station 29: 3515 Conservation Trail, The Villages, FL

32163 NSU- Lift Station 14: 2045 Canal St, The Villages, FL 32162 NSU- Lift Station 12: 1464 Gayle Mill Dr, The

Villages, FL 32162 NSU- Lift Station 5: 1150 Old Camp Rd, The Villages, FL 32162.

Suppliers are required to attend the MANDATORY on-site pre-bid conference for a clear understanding of the project.

Only those Suppliers who are present at the MANDATORY on-site pre-bid conference will be permitted to submit a bid in response to this solicitation. Supplier's failure to attend the MANDATORY on-site pre-bid conference shall result in the non-acceptance/rejection of a bid submittal from Supplier. For directions, please contact Veronica Salazar at veronica.salazar@districtgov.org.

2.4. FORMS & SPECIFICATIONS

https://procurement.opengov.com/portal/districtgov/projects/285169 mailto:DistrictClerk@DistrictGov.org https://procurement.opengov.com/portal/districtgov/projects/285169

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Submitters are required to use the official “BID FORMS”, and all documents itemized herein are to be submitted. Any variation from the minimum specifications must be clearly stated on the BID FORMS and explained in detail on the

EXCEPTION / DEVIATION FORM.

Bids may be considered subject to rejection if, in the sole opinion of the District, there is a serious omission, unauthorized alteration of form, an unauthorized alternate Bid, incomplete or unbalanced unit price, or irregularities of any kind. The District may reject as non-responsive, any or all Bids where Respondents fail to acknowledge receipt of Addenda as prescribed.

2.5. HOW TO SUBMIT A BID

Submit electronically via the OpenGov Procurement Portal or a complete bid submittal packet (1 original and one (1) copy (for a total of 2) and one (1) electronic copy on a new USB flash drive) with all required documents as itemized and included herein to be submitted in a sealed envelope, on the outside of which shall be prominently marked with the following identification ITB #26B-029 with the name and address of the submitter. The bid submittal should be neat, professional in appearance and bound appropriately for the document’s thickness. The original document shall have original signatures and clearly noted with ORIGINAL on the cover. Submittals can also be mailed or hand delivered to the

Purchasing Department at 3571 Kiessel Road, The Villages, FL 32163, by the date and time set forth in the timeline.

2.6. RESPONDENT RESPONSIBILITY

Submitters are fully and completely responsible for the labeling, identification and delivery of their bid submittals. The

Purchasing Department will not be responsible for any mislabeled or misdirected submissions, nor those handled by delivery persons, couriers, or the U. S. Postal Service.

• Submissions shipped by express delivery, or in overnight or courier envelopes, boxes, or packages must be prominently marked on the outside of such envelopes, boxes or packages with the sealed bid identification.

• Any envelopes, boxes, or packages, which are not properly labeled, identified, and prominently marked with the sealed bid identification, may be inadvertently opened upon receipt, thereby invalidating such bids and excluded from the official bid opening process.

• Invitation by the Villages Community Development Districts to Respondents is based on the recipient’s specific request and application to https://procurement.opengov.com/portal/districtgov or as the result of response by the public to the legal advertisements required by State and District law. Firms or individuals submit their responses on a voluntary basis, and therefore are not entitled to compensation of any kind.

• Bid submittals that are incomplete, unbalanced, conditional, obscure, or which contain additions not called for, alterations, or irregularities of any kind, or which do not comply with these documents may be rejected at the sole discretion of the District.

• Any Respondent opting not to bid shall submit a no-bid response electronically via the OpenGov Procurement

Portal and select the "No Bid" option.

2.7. INTERPRETATIONS, CLARIFICATIONS AND ADDENDA

• No oral interpretations will be made to any Respondent as to the meaning of the Bid/Contract Documents. Any inquiry or request for interpretation received by the Purchasing Department before 4:00 pm Wednesday, August

26, 2026 will be given consideration. All such changes or interpretations will be made in writing in the form of an addendum and, if issued, will be uploaded to https://procurement.opengov.com/portal/districtgov and the District website. Each Respondent shall acknowledge receipt of such addenda in the space provided on the Bidder’s

Certification Form.

• In case any Respondent fails to acknowledge receipt of such addenda or addendum, his/her bid will nevertheless be construed as though it had been received and acknowledged and the submission of his/her bid will constitute acknowledgment of the receipt of same. All addenda are a part of the Bid Documents and each Respondent will https://procurement.opengov.com/portal/districtgov/projects/285169 https://procurement.opengov.com/portal/districtgov https://procurement.opengov.com/portal/districtgov/projects/285169

PLC Replacement Program Phase 3 ITB #26B-029

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• In the case of unit price items, the quantities of work to be done and materials to be furnished under this

Bid/Contract are to be considered as approximate only and are to be used solely for the comparison of bids received. The District and its Consultants do not expressly or by implication represent that the actual quantities involved will correspond exactly therewith; nor shall the Respondent plead misunderstanding or deception because of such estimate or quantities of work performed or material furnished in accordance with the

Specifications and/or Drawings and other bid documents, and it is understood that the quantities may be increased or diminished as provided herein without in any way invalidating any of the unit or lump sum prices bid.

2.8. GOVERNING LAWS AND REGULATIONS

The Respondent is required to be familiar with and shall be responsible for complying with the District’s Purchasing

Policies and Procedures, District resolutions, District rules, all federal, state and local laws, ordinances, rules and professional standards or regulations that in any manner affect this solicitation, the selection process, protests, award of

Agreement, Agreement management or any other activity associated with this solicitation and the subsequent work required of the successful Respondent. Any Respondent receiving an award from this solicitation must comply with all

Governing Laws and Regulations and be responsible for the compliance of such by any and all subcontractors. Any and all work performed under the resultant contract requiring any State licensing or certification must be performed by workers meeting those requirements.

2.9. SUBCONTRACTOR'S INFORMATION AND QUALIFICATIONS

Respondent is responsible for verifying Subcontractor’s satisfactory performance on previous projects. Failure to do so may impact Respondent's responsibility determination.

Supplier will be notified in writing if the District, after due investigation, has reasonable objection to any Subcontractor or

Supplier on the DISCLOSURE OF SUBCONTRACTORS, SUBCONSULTANTS AND SUPPLIERS FORM. If the District has reasonable objection to any Subcontractor or Supplier, Contractor shall submit another acceptable one to the District.

No increase in contract amount or project completion time will be allowed, unless Supplier can prove substantial increase due to the change, in which case Supplier may request an equitable adjustment to the contract amount or project completion time. If Supplier requests an equitable adjustment as a result of a requested change, Supplier shall make available to the District all documents necessary, as requested by the District, to substantiate such adjustment.

The failure of the District to make objections to any Subcontractor or Supplier on the list shall not constitute a waiver of any right of the District to reject defective work, material or equipment; or work, material or equipment not in conformance with the requirements of the Contract Documents. Should Supplier desire to add, change or delete a Subcontractor or

Supplier previously listed, Supplier shall submit written justification for said change to the District for approval prior to the new Subcontractor or Supplier performing any work on the project.

2.10. BLACKOUT PERIOD

In accordance with Florida Statute 287.057(25), Respondents to this Solicitation or persons acting on their behalf may not contact, between the Issue Date of the Solicitation and the end of the 72-hour period following the agency posting the

Notice of Intent to Award, excluding Saturdays, Sundays, and state holidays, any District Staff, Board Supervisors or

District Consultants concerning any aspect of this Solicitation, except in writing to the District Purchasing Staff. Violation of this provision may be grounds for rejecting a response.

During this blackout period, any attempt to influence the thinking of District Staff, Board Supervisors or District

Consultants for or against a specific cause related to a Solicitation for goods or services, in person, by mail, by facsimile, by telephone, by electronic mail, or by any other means of communication, may result in disqualification of their award and/or contract. This does not apply to Pre-Solicitation Conferences, oral presentations before the Selection Committee, contract negotiations, or communications with District Staff, Board Supervisors or District Consultants not concerning this

Solicitation.

2.11. FISCAL YEAR FUNDING APPROPRIATION

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Unless otherwise provided by law, a contract for supplies or services may be entered into for any period of time deemed to be in the best interests of the District, provided the term of the contract and conditions of renewal or extension, if any, are included in the solicitation and funds are available for the fiscal period at the time of the contract. Payment and performance obligations for the succeeding fiscal periods shall be subject to appropriation by the District of funds thereafter.

When funds are not appropriated or otherwise made available to support continuation of performance in a subsequent fiscal period, the contract shall be cancelled, and the Supplier shall be entitled to reimbursement for the reasonable value of any nonrecurring cost incurred but not advertised in the price of the supplied or services delivered under the contract or otherwise recoverable.

2.12. DIRECT PURCHASE BY OWNER

Each Supplier shall include Florida State and other applicable sales taxes for all material, supplies and equipment included in its bid.

The District may, if not prohibited by law, exercise a right to purchase directly various construction materials, supplies and equipment that may be a part of the Project. If so, the District will, via its purchase orders, purchase materials and assist the Supplier in the preparation of such purchase orders. The District shall issue a Certificate of Entitlement to each vendor and the Supplier through its Purchasing Department. The District’s purchase order for tangible personal property to be incorporated into the Project must be attached to the Certificate of Entitlement. The District shall issue a separate

Certificate of Entitlement for each purchase order. The Certificate of Entitlement shall be signed by an Authorized

Representative of the District that may include the District Manager, Assistant District Manager or the Director of

Purchasing. The materials shall be purchased from the vendor suppliers selected by the Supplier, for the prices negotiated by the Supplier. The Supplier will provide information to the District to assist in the proper preparation of all purchase orders by the District and will assist in the coordination and receipt of the materials in a timely manner so as not to negatively impact on the performance of the construction activity of the project.

The Contract/Subcontract amount shall be reduced by the net, undiscounted amount of these purchase orders, plus all sales taxes. Issuance of the purchase orders by the District shall not relieve the Subcontractor or Supplier of any of its responsibilities regarding material purchases, or installation, with the exception of the payments for the materials so purchased. Supplier shall remain fully responsible for coordination, correct quantities ordered, submittals, protection, storage, scheduling, shipping, security, expediting, receiving, installation, cleaning and all applicable warranties.

2.13. PAYMENTS

Payments shall be made pursuant to Section 218.70, Florida Statutes, the Prompt Payment Act, and all District policies promulgated thereby.

Payment Applications shall be submitted once monthly on an AIA Document G703 “Application and Certificate for

Payment” (or equivalent) as acceptable by the District. The District will promptly inspect the work and review the application for processing and payment. The District will have the right to retain 5% of the funds applied for until the project reaches 50% completion, at such time the Suppler may apply for a reduction of the retainage.

Suppler shall be assessed liquidated damages in the amount of $250.00 per day for every day the project is incomplete after the project completion deadline, barring unforeseen circumstances as approved by the District.

2.14. PERMITS/LICENSES/FEES

Any permits, licenses or fees required will be the responsibility of the Respondent.

2.15. INDEMNIFICATION

The successful Respondent must fully indemnify the District(s). Such indemnification will be documented in the

Agreement Documents.

2.16. STANDARDS OF CONDUCT; COMPLIANCE WITH DISTRICT POLICIES

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The Contractor shall ensure that its employees, agents, and subcontractors assigned to perform services conduct themselves in a professional, courteous, and lawful manner at all times while on District property or while performing services on behalf of the District.

Contractor personnel shall comply with all applicable State Laws, Federal laws, and District policies governing workplace conduct, safety, ethics, and harassment prevention, as such policies may be reasonably applicable to non-District personnel performing services on District property.

In the event the District receives a complaint(s) or otherwise determines that the conduct of any Contractor personnel may be inconsistent with the standard herein or District policies, the District reserves the right to require the temporary or permanent removal of such individual from District property or from performing services.

Any such request shall not be construed as a determination of fault or as a direction regarding the Contractor’s employment or disciplinary decisions, which shall remain the sole responsibility of the Contractor. Failure to comply with this shall constitute a material breach of the Agreement and may lead to termination of the agreement.

2.17. ADDITIONAL SERVICES/PURCHASES BY OTHER PUBLIC AGENCIES

The Respondent by submitting a bid acknowledges that other public agencies may seek to “Piggy-Back” under the same terms and conditions during the effective period of any resulting contract services and/or purchases being offered in this bid for the same prices and/or terms being bid. The successful Respondent has the option to agree or disagree to allow contract Piggybacks on a case-by-case basis. Before a public agency is allowed to Piggy-Back any contract, the agency must first obtain the Respondent's approval. Without the Respondent's approval, the seeking agency cannot Piggy-Back.

2.18. PROHIBITION AGAINST CONSIDERING SOCIAL, POLITICAL, OR IDEOLOGICAL INTEREST IN

GOVERNMENT CONTRACTING F.S. 287.05701

Respondents are hereby notified of the provisions of section 287.05701, Florida Statutes, as amended, that the District will not request documentation of or consider a Respondent's social, political, or ideological interests when determining if the Respondent is a responsible Bidder. Respondents are further notified that the District’s governing body may not give preference to a Respondent based on the Respondent's social, political, or ideological interests.

3. INSURANCE REQUIREMENTS

The vendor/contractor shall maintain, on a primary basis and at its sole expense, at all times while performing work for any of the Districts, the “Standard Insurance Requirements” described herein. Contractors responding to a competitive formal solicitation shall provide with their submittal, a Certificate of Insurance (COI) or a letter from the insurance company stating required coverage is obtainable. Prior to commencement of any work for the Districts, a COI fulfilling all Standard

Insurance requirements must be received and approved by VCCDD. Work is defined as any service provided to the

Districts by a vendor/contractor who must access District property in order to provide the service(s). The requirements contained herein, as well as the District’s review or acknowledgement, are not intended to and shall not in any manner limit or qualify the liabilities and obligations assumed by the contractor under this contract.

*Note: The individual Districts that shall be endorsed and listed as Additional Insureds on all policies are:

• Village Center Community Development District (VCCDD)

• Sumter Landing Community Development District (SLCDD)

• Brownwood Community Development District (BCDD)

• Village Community Development Districts 1-16 (VCDD 1-16)

• North Sumter County Utility Dependent District (NSCUDD)

• Wildwood Utility Dependent District (WUDD)

• Coleman Ridge Community Development District (CRCDD)

• Middleton-A Community Development District (MCDDA)

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• Middleton-B Community Development District (MCDDB)

• Middleton Downtown Community Development District (MDCDD)

• Eastport Community Development District (ECDD)

• Villages Public Safety Department Dependent District (VPSDDD)

All at the following street address:

Attn: Risk Management Department 3571 Kiessel Road The Villages, FL 32163

3.1. FINANCIAL RATING OF INSURANCE COMPANIES

All insurance companies must have financial rating of A- or higher by A.M. Best Company, Inc. with the exception of self-insured insurance companies.

3.2. COMMERCIAL GENERAL LIABILITY INSURANCE

The vendor/contractor shall maintain Commercial General Liability Insurance at a limit of liability not less than $1,000,000 each occurrence and a $2,000,000 annual aggregate. Due to the nature of the work involved, consultants performing program and/or contract management services are required to maintain $1,000,000 each occurrence and $1,000,000 annual aggregate. The coverage shall not contain any endorsement(s) excluding nor limiting product /completed operations, independent contractors, broad form property damage, X-C-U Coverage, contractual liability or cross liability.

The self-insured retention or deductible shall not exceed $50,000.

• Additional Insured Endorsement. The vendor/contractor shall endorse all Districts as an “Additional Insured” on the Commercial General Liability Insurance with a CG 2010 Additional Insured – Owners, Lessees, or Vendors, and CG 2037. Or they may provide a CG 2026 Additional Insured – Owners, Lessees, or Vendors – Scheduled

Person or Organization endorsement, or similar endorsement providing equal or broader “Additional Insured” coverage. In addition, the vendor/contractor shall endorse all Districts as an “Additional Insured” under their

Commercial Umbrella/Excess Liability as required herein. *

• Waiver of Subrogation Endorsement. The vendor/contractor shall provide a waiver of subrogation in favor of the

District, contractor, subcontractor, architects, or engineers for each required policy providing coverage during the life of this contract. When required by the insurer or should a policy condition not permit the contractor to enter into a pre-loss agreement to waive subrogation without an endorsement, then the contractor shall notify the insurer and request the policy be endorsed with a waiver of transfer of rights of recovery against others, or an equivalent endorsement. This waiver of subrogation requirement shall not apply to any policy that includes a condition specifically prohibiting such endorsement, or voids coverage should the contractor enter into such an agreement on a pre-loss basis.

3.3. BUSINESS AUTOMOBILE LIABILITY INSURANCE

The vendor/contractor shall maintain Business Automobile Liability Insurance at a limit of liability not less than $1,000,000 each occurrence. Coverage shall include liability for owned, non-owned, and hired automobiles. In the event the contractor does not own automobiles, the contractor shall maintain coverage for hired and non-owned auto liability, which may be satisfied by way of endorsement to the Commercial General Liability policy or separate Business Auto Liability policy.

• Additional Insured Endorsement. The vendor/contractor shall endorse all Districts as an “Additional Insured” on the Business Automobile Liability Insurance with a CA 0449 or similar endorsement providing equal or broader

“Additional Insured” coverage. In addition, the contractor shall endorse all Districts as an “Additional Insured” under the contractor’s Commercial Umbrella/Excess Liability as required herein. *

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• Waiver of Subrogation Endorsement. The contractor shall provide a waiver of subrogation in favor of the District, contractor, subcontractor, architects, or engineers for each required policy providing coverage during the life of this contract. When required by the insurer or should a policy condition not permit the contractor to enter into a pre-loss agreement to waive subrogation without an endorsement, then the contractor shall notify the insurer and request the policy be endorsed with a waiver of transfer of rights of recovery against others, or an equivalent endorsement. This waiver of subrogation requirement shall not apply to any policy that includes a condition specifically prohibiting such endorsement, or voids coverage should the contractor enter into such an agreement on a pre-loss basis.

3.4. WORKER'S COMPENSATION INSURANCE AND EMPLOYERS LIABILITY INSURANCE

The contractor, any sub- consultants or subcontractors, shall maintain their own Worker’s Compensation Insurance and

Employers Liability in accordance with Florida Statute Chapter 440. In case any class of employees engaged in hazardous work at the site of the operations is not protected under the Worker’s Compensation statute, the Vendor shall provide and cause each sub consultant or subcontractor to provide adequate insurance for the protection of its employees not otherwise protected. The Vendor must provide a Certificate of Insurance (COI) showing Worker’s Compensation coverage or must provide an exemption certificate issued by the State of Florida showing that the Vendor is exempt from

Worker’s Compensation insurance requirements. (NOTE: Elective exemptions or coverage through an employee leasing arrangement will be on a case-by-case basis).

3.5. UMBRELLA OR EXCESS LIABILITY INSURANCE

The contractor shall maintain either a Commercial Umbrella or Excess Liability Insurance at a limit of liability not less than

$2,000,000 each occurrence and $2,000,000 aggregate. The contractor shall endorse all Districts as an “Additional

Insured” on the Umbrella or Excess Liability Insurance, unless the Commercial Umbrella/Excess Liability Insurance provides coverage on a pure “True Follow- Form” basis, or the District is automatically defined as an additional protected person. Any self-insured retention or deductible shall not exceed $50,000.

3.6. CYBER LIABILITY INSURANCE

REQUIRED FOR ALL SERVICES - The contractor shall maintain Cyber Liability Insurance at a limit of liability no less than $1,000,000 per claim/loss and $1,000,000 annual aggregate. Coverage shall include, at minimum, network security liability, data breach liability, social engineering and funds transfer fraud. The self-insured retention or deductible shall not exceed $50,000.

3.7. INDEMNIFICATION

The contractor shall indemnify, defend and hold harmless all of the Districts, its offices, agents and employees from and against any and all claims, losses or liability, or any portion thereof, including attorney’s fees and costs, arising from injury or death to persons, including injuries, sickness, disease or death to contractor’s own employees or damage to property occasioned by a negligent act, omission or failure of the contractor.

3.8. DEDUCTIBLES, COINSURANCE PENALTIES AND SELF-INSURED RETENTION

The contractor shall be fully and solely responsible for any costs or expenses as a result of a coverage deductible, coinsurance penalty, or self-insured retention; including any loss not covered because of the operation of such deductible, coinsurance penalty, self-insured retention, or coverage exclusion or limitation. For deductible amounts that exceed the amounts stated herein that are acceptable to the District, the Contractor shall, when requested by the District, maintain a

Commercial Surety Bond in an amount equal to said deductible amount.

3.9. RIGHT TO REVISE OR REJECT

The District reserves the right, but not the obligation, to review and revise any insurance requirement, not limited to limits, coverages and endorsements based on insurance market conditions affecting the availability or affordability of coverage;

or changes in the scope of work/specifications affecting the applicability of coverage. Additionally, the District reserves the right, but not the obligation, to review and reject any insurance policies failing to meet the criteria stated herein, or any insurer(s) providing coverage due to its poor financial condition or failure to operate legally. In such events, the District shall provide the contractor with written notice of such revisions or rejections.

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3.10. NO REPRESENTATION OF COVERAGE ADEQUACY

The coverages, limits or endorsements required herein protect the primary interests of the Districts, and these coverages, limits or endorsements shall in no way be required to be relied upon when assessing the extent or determining appropriate types and limits of coverage to protect the contractor against any loss exposures, whether as a result of the project or otherwise.

3.11. CERTIFICATE(S) OF INSURANCE

The contractor shall provide the VCDD Purchasing Department with a COI clearly evidencing that all coverage, limits, and endorsements required herein are maintained and in full force and effect and copies of endorsements (additional insured and waiver of subrogation) shall be submitted with the COI. A minimum thirty (30) day endeavor to notify due to cancellation or non-renewal of coverage shall be identified on each COI. In the event the District is notified that the required insurance coverage will cancel or expire during the period of this contract, the contractor agrees to furnish the

District prior to the expiration of such insurance, a new COI evidencing replacement coverage. When notified by the

District, the contractor agrees not to continue work pursuant to this contract, unless all required insurance remains in effect. The District shall have the right, but not the obligation, of prohibiting the contractor from entering the project site until a new COI is provided to the District evidencing the replacement coverage. The contractor agrees the District reserves the right to withhold payment to the contractor until evidence of reinstated or replacement coverage is provided to the District. If the contractor fails to maintain the insurance as set forth herein, the contractor agrees the District shall have the right, but not the obligation, to purchase replacement insurance and the contractor agrees to reimburse any premiums or expenses incurred by the District.

3.12. THE CONTRACTOR AGREES THE COI SHALL:

A. Clearly indicate all the Districts have been endorsed on the Commercial General Liability Insurance and the

Business Automobile Liability Insurance with the appropriate Commercial Liability forms providing equal or greater

“Additional Insured” coverage.

B. Clearly indicate a waiver of subrogation endorsement in favor of all the Districts on the Commercial General

Liability Insurance and the Business Automobile Liability Insurance policies.

C. Clearly indicate all Districts are endorsed as an “Additional Insured”, or “Loss Payee” on the Builder’s Risk

Insurance, and when applicable, “Additional Insured” on the Commercial Umbrella/Excess Liability Insurance as required herein.

D. Clearly identify each policy’s limits, flat and percentage deductibles, sub limits, or self- insured retentions, which exceed the amounts or percentages set forth herein.

E. Clearly indicate a minimum thirty (30) day endeavor to notify requirement in the event of cancellation or non-renewal of coverage.

F. The original COI and copies of all required endorsements should be forwarded and clearly indicate certificate holder and “Additional Insured” as follows:

Village Center Community Development District (VCCDD) Sumter Landing Community Development District (SLCDD) Brownwood Community Development District (BCDD) Village Community Development Districts 1 – 16 (VCCDD 1-16) North Sumter County Utility Dependent District (NSCUDD) Wildwood Utility Dependent District (WUDD) Coleman Ridge Community Development District Middleton Community Development District A (MCDDA) Middleton Downtown Development District Eastport Community Development District (ECDD) Villages Public Safety Department Dependent District (VPSDDD)

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Villages Community Development Districts Page 14 of 34

Mailing address:

Attn: Risk Management Department 3571 Kiessel Road The Villages, FL 32163

NOTICE: On rare occasions, exceptions to the required insurance limits are needed. The Risk Management department may adjust such requirements if deemed necessary. Exceptions are valid only for the applicable project or fiscal year in which they are granted.

3.13. OTHER

Insurance Agents may also email Certificates of Insurance and endorsements to:

Email: Riskmanagement@districtgov.org Questions about Insurance Requirements:

Contact Risk Management (352) 674-1828

4. PROVIDING BONDING

All bond related fees/expenses are the sole responsibility of the vendor

Applicable Districts:

North Sumter County Dependent District

4.1. BID BOND

A satisfactory bid bond executed by a surety insurer authorized to do business in Florida and the Respondent (Principal) should identify applicable District(s) as the Owner/Obligee, in an amount equal to ten percent (10%) of the proposal and shall be submitted with each response. No bid/proposal shall be withdrawn for a period of ninety (90) days subsequent to the solicitation opening without the written consent of the District.

4.2. SURETY LETTER

• PROJECT AGREEMENT - A satisfactory letter of intent to bond executed by each Respondent identified as the

Principal and an acceptable surety, in an amount no less than one hundred and fifty percent (150%) of the bid amount shall be submitted with each response and identify applicable District(s) (see below) as the

Owner/Obligee.

4.3. PAYMENT/PERFORMANCE BONDS

In accordance with Florida Statutes Section 255.05, the awarded Respondent (Principal) shall, before commencing the work, execute and record in the public records of the county where the improvement is located, a payment and performance bond with a surety insurer authorized to do business in Florida as surety. The amount of the Payment and

Performance Bonds shall be one hundred percent (100%) of the contracted amount. The awarded Respondent (Principal) is responsible for recording the bonds with the Clerk of the Circuit Court of which the project is located (Sumter, Lake or

Marion County). Upon bond submittal, the awarded Respondent (Principal) may be asked to furnish to the District the recording information for the bonds to evidence that the Respondent has met the requirements of Florida law.

5. INTRODUCTION

The Villages is the largest single-site residential real estate development in the United States spanning over 57,000 acres

(71 square miles) in three adjoining counties in Central Florida (Lake, Marion and Sumter). The Villages earned the No.1 ranking as the fastest growing micropolitan area in the United States according to a 2008 Census Bureau report. The current population is approximately 146,000 residents and growing.

The Districts are units of special purpose local government each serving a portion of The Villages. Special Districts are widely used throughout the United States to provide for certain service delivery infrastructure such as water management and control (drainage), fire control, road and bridge construction and maintenance, park and recreational facilities, water and sewer systems, sidewalks, multi-modal paths, streetlights, and similar infrastructure that is required to provide urban mailto:Riskmanagement@districtgov.org

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Villages Community Development Districts Page 15 of 34 services to areas that may not have access to such services through a general purpose government such as a municipality.

As a unit of local government, each District is subject to many of the same State Statutes that regulate cities and counties;

of particular interest are those statutes related to ethics in government for the elected Board of Supervisors, Government in the Sunshine, a cornerstone of local government in the State of Florida which requires that decisions made by any governmental agency be done at a public meeting; the public records law, which means the records of the District are open for review by any citizen; the auditing requirements in which annually the accounting records of the District are audited by an independent certified accountant and the results of such audit are provided to the State Controller and

Auditor General; competitive bidding requirements for construction and maintenance contracts; and various other statutory provisions that protect the interest of the public.

6. SCOPE OF SERVICES

6.1. DESCRIPTION OF SERVICES

The North Sumter County Utility Dependent District is requesting submittals for the PLC Replacement Program

Phase 3. Qualified firms wishing to respond to “ITB #26B-029 PLC Replacement Program Phase 3” shall provide all labor, materials, equipment, supervision, and services necessary to complete the Work described in this solicitation and the documents prepared by Jacobs, whether directly or through subcontractors/subconsultants. This does not, however, limit the use of subcontractors or subconsultants. Firms are required to submit an AIA G703 Schedule of Values (or equivalent) for this project in accordance with the requirements of the C700/C800 Contract

Documents. The District does not furnish AIA forms.

The intent of this ITB is to procure a qualified Contractor with a minimum of eight (8) years of experience performing projects of similar size and scope involving PLC replacement services. The District reserves the right to award this

ITB as deemed necessary, prudent, and in the best interest of the District. Bid evaluation to determine the lowest responsive and responsible Bidder shall include, at a minimum, the total Bid amount and the Bidder’s references.

Negative feedback from references may result in bid as being found non-responsible. To determine responsibility, the District may consider the Bidder's experience, references, bid price, and the ability to successfully perform the

Work based on minimum contractor qualifications.

The District reserves the right to reject any or all Bids, waive minor irregularities or technicalities, and accept the Bid deemed most advantageous to the District.

It shall be the responsibility of the Bidder to perform all necessary investigations, tests, site visits, and calculations required to determine the quantities and scope necessary for the complete performance of the Work described in the Contract Documents. Unit prices shall apply only to Work specifically identified in the Bid Form as unit price items or to authorized additions or deletions of such Work as directed by the District through a written Change

Order.

The unit prices shall represent full compensation per unit for all labor, materials, equipment, supervision, overhead, profit, insurance, testing, commissioning, permitting, mobilization, demobilization, and all other direct and indirect costs necessary to complete the Work. No additional compensation shall be allowed beyond the submitted unit prices.

The Work shall be substantially complete within two hundred seventy (270) consecutive calendar days after the date

Contract Times commence to run in accordance with Paragraph 4.01 of the General Conditions, and completed and ready for final payment in accordance with Paragraph 15.06 of the General Conditions, not less than 30 days after delivery of punch list after the date when the Contract Times commence to run.

Completion Requirements:

If awarded this construction contract, the Respondent agrees to complete the work covered by this Contract as follows:

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• Work shall start at the project site no later than sixty (60) days after the Effective Date of the Contract, or on the date indicated in the Notice to Proceed, whichever occurs first.

• The Work shall be substantially complete within two hundred seventy (270) consecutive calendar days from the date of the Official Notice to Proceed.

• Final completion shall occur within three hundred (300) consecutive calendar days from the date of the

Official Notice to Proceed.

The successful Contractor shall be responsible for all Work in accordance with the attached plans and specifications, including all labor, materials, equipment, supervision, permitting, testing, startup, commissioning, cleanup, and incidentals required to complete the project in a timely and professional manner.

Successful Contractor and any subcontractors will be required to attend a pre-construction meeting after the bid award is approved by the District and the Agreement has been executed by all parties.

6.2. PLC Replacement Program Phase 3

This project phase of work includes, but is not limited to; engineering and submittals, material procurement, factory assembly, PLC programming & panel OIT programming, hardware and software factory acceptance testing, replacement of existing PLC panels, electrical conduit and cable installation, fiber optic cables, field testing, commissioning, training within the existing remote CSU/NSU lift station facilities, and complete as-built drawings.

• Specific control panels included:

o CSU Stations - Lift Stations:

▪ 1–29 → 29 total.

o NSU Stations - Lift Stations:

▪ 2–5 → 4 stations

▪ 6N, 6S → 2 stations

▪ 7-15 → 9 stations

▪ 18–30 → 13 stations

▪ Total NSU = 28 stations

• All permits and inspections are the responsibility of the Contractor.

• All areas are to be kept safe for workers and residents.

• Contractor shall be responsible for adhering to all local, state and federal safety guidelines and observe all safety precautions when performing services on District property, roadways and right-of-ways to include safe location of parked vehicles, use of safety cones, signage, flag personnel as necessary, use of safety vests on all personnel and vehicles which are clearly identifiable as belonging to the Contractor.

• Any District property damaged at work site by contractor shall be repaired to District Standards. Contractor is responsible for all repairs of damage.

• Contractor is responsible for all utility locates.

• All repairs of damage to utilities properly located are the responsibility of the Contractor.

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• All processes, systems, and procedures shall be executed in strict conformance to the manufacturer's instructions, the highest industry standards, or the specifications, whichever requirements are more stringent.

6.3. Minimum Contractor Qualifications

• Have a minimum of 8 years of overall experience performing PLC/PAC control panel upgrades or installation of new PLC/PAC control panels.

• Have a minimum of 5 years of experience performing work in the water and wastewater industry.

• Demonstrated experience installing the following Allen-Bradley platforms:

o CompactLogix o MicroLogix o PanelView

• Successfully completed at least five (5) control panel installation or upgrade projects within the last five (5) years as supported by five (5) references.

• Successfully completed at least one (1) control panel installation of forty (40) or more control panels under one project as supported by one (1) reference.

• Maintain field service office(s) within a maximum 2.5 hour driving time from The District.

• Owns and operates a UL certified panel shop.

6.4. General Specifications

WORK HOURS

Work Hours are 7:00 am to 7:00 pm, seven (7) days per week. Contractor will not be expected to work weekends;

however, the facility will be available for Saturday and…