PR9347_Attachment_F__Qualification_FillIn_Form.xlsx

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Attached to
Design-Build Services for OUC District Cooling
Solicitation number
PR9347
Issued by
Florida

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Summary

This is a Qualification Fill-In Form (Attachment F) for Design-Build Services for District Cooling issued by Orlando Utilities Commission (OUC) in Florida under solicitation PR9347. The solicitation seeks to pre-qualify one or more firms capable of providing professional Design-Build services for various upcoming District Cooling projects on an as-needed basis. Respondents must demonstrate specific experience in chilled water design-build projects, district cooling systems in high-density urban areas, large-capacity chillers and cooling towers, underground distribution piping systems, secondary pumping systems, LEED projects, and plant commissioning. All responding firms and subcontractors must maintain a local office within 125 miles of OUC's downtown location (100 W. Anderson St., Orlando, FL 32801). The qualification form requires submission of comprehensive documentation including company background data, organizational charts with key personnel resumes, safety programs and records, quality assurance procedures, financial statements, proof of insurance and licensing, project references (minimum three completed within past five years), and detailed responses to specific technical experience requirements.

Minimum experience requirements for qualification include ten years in chilled water design-build projects; seven years in chilled water distribution systems in high-density urban and greenfield areas; seven years with chilled water projects exceeding 2,000 tons featuring specific equipment configurations; seven years with large-capacity chiller and cooling tower upgrades; seven years with heat exchangers 300 tons or larger; seven years with underground distribution piping systems of varying sizes; seven years with chilled water systems in high water table areas; seven years with secondary pumping system design and construction; five years with LEED projects; and five years with chilled water plant commissioning. Respondents must also demonstrate capability for expedited proposals, 24-hour and emergency two-hour site visit response times, maintenance of traffic coordination, Florida Building Code and ASHRAE Standards compliance, and robust safety and quality assurance procedures. Required compliance documentation includes certifications, insurance policies meeting specified liability limits, Florida business licensing, professional engineering licenses, Public Entity Crimes forms, disputes disclosure forms, and drug-free workplace policies.

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F-1

DESIGN-BUILD SERVICES FOR OUC DISTRICT COOLING
PR9347 - Attachment F Qualification Fill-In Form
Required/Compliance FormsAttachment A - Tab 1
1Exceptions Taken (YES or NO)
2ADDENDUMS Acknowledgement Form Enclosed (YES or NO)
3aPUBLIC ENTITY CRIMES FORM Enclosed (YES or NO)
3bEntity Crimes Noted (YES or NO)
4aDisputes Disclosure Form Enclosed (YES or NO)
4bDisputes Noted (YES or NO)
52026 Form W-9 (YES or NO)
Company Background DataAttachment A- Tab 2
6Cover Letter Enclosed (YES or NO)
7Name of Firm
8aName of Parent Company
8bComplete Business Address
8cState of Incorporation
8dPrimary Contact Name
8eEmail Address
8fOffice Phone Number
8gMobile Phone Number
9aName and Title of Officer(s) Authorized to commit and bind the Firm to Contracts.
9bTelephone Number
9cE-mail Address
10Number of Employees
11Number of Locations
12Nearest Branch Office or Service Location which will adminster the services:
PLEASE NOTE THE REQUIREMENT FOR ITEM 12 IN TAB F-4:
All members of the responding firm’s team, including any subcontractors, must have a local office within a 125-mile radius of Orlando Utilities Commission’s downtown location (100 W. Anderson St., Orlando, FL 32801) in order to be considered and evaluated under this solicitation.
13Primary Servicing Office location
14Number of years in business
15Number of years providing Chilled Water Design Build Services specific to or reasonably similar to services being described under the OUC qualifications requests in these areas.
16Number of years providing Engineering Consulting and Support Services within the State of Florida.
17Provide a brief history of your company.
Organization ChartAttachment A - Tab 3
18Please include an organizational chart(s) showing names, roles, and company affiliation is Enclosed. Identify any key personnel assigned to the project; at a minimum specifically list the names of the Project Manager, Project Architect, Engineer, etc. Indicate the availability on a dedicated basis for each proposed individual assigned to the OUC project. Resumes for key individuals should be provided. Limit each resume to one to two pages. Include any and all certifications/licenses they may have related to the work under this solicitation. Include any and all Firm's certifications related to this work. Include any proposed major subcontractors, if applicable. (Yes or No)
Personnel Hiring, Training & Incentive Practices/ProgramsAttachment A - Tab 5
21aPlease indicate below if your firm conducts the following screening and testing:
21bPre-Employment Drug & Alcohol Screening? (Yes or No)
21cWorkers Compensation History Review? (Yes or No)
21dDriver License Verification (Yes or No)
21ePre-employment Physical Exam (Yes or No)
21fPre-Employment Criminal Background Checks? (Yes or No)
21gDoes your company have a Training Program for your employees. (Yes or No)
21hIf yes to the item 21f, provide an outline or attach a copy of the program.
22aDoes your company have employee incentive programs to reward safety, productivity, quality, performance, and/or longevity? (Yes or No)
22bIf yes to the above item 22, describe.
Safety Programs & RecordAttachment A- Tab 6
23Provided a copy of your firm’s Safety Manual. (YES OR NO)
24Firms Workman's Comp Exp Mod rating last 3 yrs.2025:
2024:
2023:
25Indicate your firm’s OSHA Safety Data. Data should apply to the division of the firm providing the service:
26Indicate your company’s OSHA recordable Injury/illness rate for the last 3 years.2025:
2024:
2023:
27Indicate your company’s OSHA Days Away, Restricted, Job Transfer (DART) case rate for the last 3 years.
28aHas your firm had any work related fatalities in the past 3 years? Yes or No
28bIf response is yes to item 28 above please explain the circumstances. Otherwise indicate as N/A.
Quality Programs/RecordAttachment A - Tab 7
29Provide an outline or attach a copy of your firms Quality Assurance program.
30aDoes your firm have a formalized process for qualifying suppliers and or subcontractors and monitoring their performance. Yes ( ) No ( )
30bIf response is Yes to item 30 above, provide an outline to describe how this is performed and controlled by your firm. Otherwise indicate as NA.
Financial Status/RiskAttachment A - Tab 8
31Provide Your Firms Dunn and Bradstreet Number
32aFirms Annual Revenues between 2016-2019.2025:
2024:
2023:
2022:
32bAnnual Dollar volume (millions) for the last five (5) years for projects of a similar nature:
32cDollar volume of business conducted with OUC in the last five (5) years:
32dFirm's ability to furnish performance and payment bond for work and remaining bonding capacity:
License/ InsuranceAttachment A - Tab 9
33Sample of applicable Insurance Certificates are Enclosed (Yes or No)
34aFirms Insurance Policy provides for General Liability Limits of at least $2,000,000 per occurrence. (YES or NO)
34bFirms Insurance Policy provides for Auto Coverage of at least $1,000,000
34cFirms Insurance Policy provides for Workers Comp/Employers Liability Coverage meeting Statutory Limits. (YES or NO)
34dFirms Insurance Policy provides for Additional Insured Requirements. (YES or NO)
34eFirms Insurance Policy provides for Waiver of Subrogation Requirements. (YES or NO)
34fFirms Insurance Policy provides for $2,000,000 Professional Liability. (YES or NO) (Note: for projects valued less than $2 million)
34gFirms Insurance Policy provides for $5,000,000 Professional Liability. (YES or NO)
35aCopy of Florida Business License is Enclosed. (YES or NO)
PLEASE NOTE THAT ITEMS 35B AND 35C ARE PASS/FAIL REQUIREMENTS
35bFirm is properly licensed in the State of Florida. (YES or NO)
35cFirm has current Florida Professional Engineering License. (YES or NO)
Compliance/LegalAttachment A - Tab 10
37aIs your firm currently involved in any unsettled litigation? (YES or NO) If yes, provide an explanation.
37bIf response is yes to item 37a above, please provide details. Otherwise indicate N/A in the space provided.
38aHas your company ever had a contract terminated? (YES or NO)
38bIf response is yes to item 38a above, provide the name of the company, date, and reason for termination. Otherwise Indicate as N/A.
39aHas your company ever been in a lawsuit where the company or one of its employees was accused of a wrongdoing? (YES or NO)
39bIf response is yes to item 39a above, provide name of plaintiff, when the event occurred, and reasons. Otherwise indicate as N/A.
40aDoes your company have a program to ensure that all Federal, State and local regulations are followed in the handling, storage and disposal of hazardous material? (YES or NO)
40bIf response is yes to item 40a above, please describe program. Otherwise Indicate as N/A.
41aHas your firm ever been issued a warning or violation by a regulatory agency for noncompliance with Federal or State regulations? (YES OR NO) If yes, provide the date(s) and description of the violation.
41bIf response is yes to the item 41a above, provide explanation. Otherwise indicate as N/A.
42aDoes your firm have a Drug Free Work Place Policy? (Yes or No)
42bIf response is yes to item 42a above, please describe or include a copy of your firms Drug Free Work Place Policy. Otherwise indicate as N/A.
Project ControlsAttachment A - Tab 11
43Provide outline of Firm’s methodology for project management including any planning, design, installation, inspection, testing, maintenance, and repairs. Include a description of project cost and schedule controls that are provided or communicated to OUC on a formal basis. Please also include any past project schedules, schedule of values, and progress reports to client.
44Include one (1) each of the following, as applicable to requested services/qualifications described:

a) Feasibility study

b) Design document

c) Piping & instrument diagram

d) Electrical schematic

e) Controls schematic

f) Major equipment specification suitable for procurement

Other/Additional InformationAttachment A - Tab 12
45Should Respondent be awarded the work in this solicitation please provide information on any Economic Development Opportunities that Respondent may bring, such as the creation of new jobs or purchasing or leasing of new building space, which could benefit the local Orlando Area or the State of Florida. Provide any additional information you wish for OUC to consider in this Response. (Limit to 3 pages).
46Provide any additional information you feel will assist OUC in determining your firm’s qualifications. You may include any related services your company could provide.

F-2 The Respondent shall provide verifiable evidence of completed projects as requested below. The projects referenced should be equal or similar in scope to the request Scope of Work Summary as described in the solicitation (PR9347). List at least three projects which have been completed within the past five (5) years using the format provided at the end of this section. Please highlight any and all of the preferred capabilities performed by your firm for each of the project references.

PR9347Project References
1Reference 1
1aName of Customer
1bProject Name/Location
1cDate Completed
1dCustomer Contact Name
1d.1Customer Contact Phone Number
1d.2Customer Contact Email Address
1eNarrative Description of project and work specifically performed by the Respondent (1-2 Pages):
Project Scope included the following Areas Yes or No
1fBuildings & Facilities Engineering activities (YES or NO)
1gIncludes Structural/Architectural (YES or NO)
1hIncludes Underground Pipeline Extensions (YES or NO)
1iIncludes Water Treatment (YES or NO)
1jIncludes HVAC (YES or NO)
1kIncludes Bridge Cranes (YES or NO)
1lIncludes Interior Design (YES or NO)
1mIncludes Landscape Design (YES or NO)
1nIncludes Surveying (YES or NO)
1oIncludes Demolition and Clearing of Existing Facilities (YES or NO)
1pIncludes Qualifying Suppliers (YES or NO)
1qIncludes Assisting in technical evaluations of Proposals and recommendations for Awards (YES or NO)
1rIncludes Establish Performance/design Specifications (YES or NO)
1sIncludes Cost Analysis and Budget Development including feasibility studies (YES or NO)
1tIncludes Supplier Design Review and Approvals (YES or NO)
1uIncludes Construction Management (YES or NO)
1vIncludes Start up Testing and Commissioning Support (YES or NO)
1wIncludes Permitting Support (YES or NO)
1xIncludes Evaluation Selection Criteria Development (YES or NO)
1zProject Photos Enclosed (YES or NO)
1aaContracting Method. (Lump Sum, Cost Plus, Etc.)
1abContract value as awarded
1acTotal Contract value at Completion
1adList the any subcontracting firms and provide the type/scope of work/percentage of project performed as partners or subcontractors to your firm:
1aeScheduled Completion Date
1afActual Completion Date
1agIf schedule was not completed on time please provide nature of reasons attributing to delay:
1ahList key project management personnel team including engineering, design, construction, quality, safety, startup & commissioning, and contract negotiations:
1aiWhat project delivery methodology was used for Construction?- Design-Bid-Build, Design Build, Construction Mananger At Risk, Other.
1ajIncludes Upgrades to Cooling Towers/Equipment
1akIncludes Traffic Study
1alIncludes Dollar Percentage of Work Performed by WMBE's
1amIncludes Dollar Percentage of work performed by subcontractors
2Reference 2
2aName of Customer
2bProject Name/Location
2cDate Completed
2dCustomer Contact Name
2d.1Customer Contact Phone Number
2d.2Customer Contact Email Address
2eNarrative Description of project and work specifically performed by the Respondent
Project Scope included the following Areas Yes or No
2fBuildings & Facilities Engineering activities (YES or NO)
2gIncludes Structural/Architectural (YES or NO)
2hIncludes Underground Pipeline Extensions (YES or NO)
2iIncludes Water Treatment (YES or NO)
2jIncludes HVAC (YES or NO)
2kIncludes Bridge Cranes (YES or NO)
2lIncludes Interior Design (YES or NO)
2mIncludes Landscape Design (YES or NO)
2nIncludes Surveying (YES or NO)
2oIncludes Demolition and Clearing of Existing Facilities (YES or NO)
2pIncludes Qualifying Suppliers (YES or NO)
2qIncludes Assisting in technical evaluations of Proposals and recommendations for Awards (YES or NO)
2rIncludes Establish Performance/design Specifications (YES or NO)
2sIncludes Cost Analysis and Budget Development including feasibility studies (YES or NO)
2tIncludes Supplier Design Review and Approvals (YES or NO)
2uIncludes Construction Management (YES or NO)
2vIncludes Start up Testing and Commissioning Support (YES or NO)
2wIncludes Permitting Support (YES or NO)
2xIncludes Evaluation Selection Criteria Development (YES or NO)
2zProject Photos Enclosed (YES or NO)
2aaContracting Method. (Lump Sum, Cost Plus, Etc.)
2abContract value as awarded
2acTotal Contract value at Completion
2adList the any subcontracting firms and provide the type/scope of work/percentage of project performed as partners or subcontractors to your firm:
2aeScheduled Completion Date
2afActual Completion Date
2agIf schedule was not completed on time please provide nature of reasons attributing to delay:
2ahList key project management personnel team including engineering, design, construction, quality, safety, startup & commissioning, and contract negotiations:
2aiWhat project delivery methodology was used for Construction?- Design-Bid-Build, Design Build, Construction Mananger At Risk, Other.
2ajIncludes Upgrades to Cooling Towers/Equipment
2akIncludes Traffic Study
2alIncludes Dollar Percentage of Work Performed by WMBE's
2amIncludes Dollar Percentage of work performed by subcontractors
3Reference 3
3aName of Customer
3bProject Name/Location
3cDate Completed
3dCustomer Contact Name
3d.1Customer Contact Phone Number
3d.2Customer Contact Email Address
3eNarrative Description of project and work specifically performed by the Respondent
Project Scope included the following Areas Yes or No
3fBuildings & Facilities Engineering activities (YES or NO)
3gIncludes Structural/Architectural (YES or NO)
3hIncludes Underground Pipeline Extensions (YES or NO)
3iIncludes Water Treatment (YES or NO)
3jIncludes HVAC (YES or NO)
3kIncludes Bridge Cranes (YES or NO)
3lIncludes Interior Design (YES or NO)
3mIncludes Landscape Design (YES or NO)
3nIncludes Surveying (YES or NO)
3oIncludes Demolition and Clearing of Existing Facilities (YES or NO)
3pIncludes Qualifying Suppliers (YES or NO)
3qIncludes Assisting in technical evaluations of Proposals and recommendations for Awards (YES or NO)
3rIncludes Establish Performance/design Specifications (YES or NO)
3sIncludes Cost Analysis and Budget Development including feasibility studies (YES or NO)
3tIncludes Supplier Design Review and Approvals (YES or NO)
3uIncludes Construction Management (YES or NO)
3vIncludes Start up Testing and Commissioning Support (YES or NO)
3wIncludes Permitting Support (YES or NO)
3xIncludes Evaluation Selection Criteria Development (YES or NO)
3zProject Photos Enclosed (YES or NO)
3aaContracting Method. (Lump Sum, Cost Plus, Etc.)
3abContract value as awarded
3acTotal Contract value at Completion
3adList the any subcontracting firms and provide the type/scope of work/percentage of project performed as partners or subcontractors to your firm:
3aeScheduled Completion Date
3afActual Completion Date
3agIf schedule was not completed on time please provide nature of reasons attributing to delay:
3ahList key project management personnel team including engineering, design, construction, quality, safety, startup & commissioning, and contract negotiations:
3aiWhat project delivery methodology was used for Construction?- Design-Bid-Build, Design Build, Construction Mananger At Risk, Other.
3ajIncludes Upgrades to Cooling Towers/Equipment
3akIncludes Traffic Study
3alIncludes Dollar Percentage of Work Performed by WMBE's
3amIncludes Dollar Percentage of work performed by subcontractors
Applicable Management/Key Personnel Qualifications/Experience
4Specific to this area of work identify engineering support capabilities and key personnel within your company; at a minimum specifically list the names of the Managers, Designers, Lead Engineers and other key personnel in support disciplines.
5Resumes for key individuals should be provided. Limit each resume to two pages or less. Also include any and all certifications/licenses they may have related to this work. Enclosed (Yes or No)
6List any and all Firm’s certifications related to this type of work.
7Specifc to this area of work list of commonly used subcontractors and/or list the type of services that are typically subcontracted.

F-3 The bidder shall submit the following information on their proposal to allow for a complete technical analysis of the proposal. The required information below is basic and additional information may be requested by OUC. Unless otherwise stated, it is assumed that the bidder will meet all specification requirements as the data listed below does not relieve the bidder of their responsibility for meeting such requirements as referenced in the solicitation documents.

TYPE OF WORK SUBCONTRACTOR'S NAME & ADDRESS ESTIMATED PERCENTAGE

F-4

ADDITIONAL QUALIFICATIONS AND REQUIREMENTS
1How many years of experience does your firm have in projects consisting of Chilled Water Design Build? All firms must have a minimum of ten (10) years of experience.
Answer:
2aHow many years of experience does your firm have in projects that consist of design and construction of chilled water distribution systems and utilities coordination in high density urban areas (i.e. downtown districts, university campuses or hospitals) and new developments (green fields)? All firms must have a minimum of seven (7) years of experience.
Answer:
2bdentify each of those projects below and be sure to include: the client's name, the name of the project, the tonnage, the dates of the project (start to finish), and a point of contact. Be sure to include the point of contact's first and last name, e-mail address, and telephone number.
Answer:
3aHow many years of experience does your firm have in Chilled Water projects larger than 2,000 tons (each) featuring low-pressure, water cooled centrifugal chillers, Parallel and Series-Counter flow configurations, Variable Primary Flow systems and Automation Controls Systems? All firms must have a minimum of seven years of experience.
Answer:
3bIdentify each of those projects below and be sure to include: the client's name, the name of the project, the tonnage, the dates of the project (start to finish), and a point of contact. Be sure to include the point of contact's first and last name, e-mail address, and telephone number.
Answer:
4aHow many years of experience does your firm have in Chilled Water projects larger than 2,000 tons (each) which primarily consist of the upgrade and replacement of chillers, cooling towers, primary pumping systems and other ancillary equipment? All firms must have a minimum of seven (7) years of experience.
Answer:
4bIdentify each of those projects below and be sure to include: the client's name, the name of the project, the tonnage, the dates of the project (start to finish), and a point of contact. Be sure to include the point of contact's first and last name, e-mail address, and telephone number.
Answer:
5aHow many years of experience does your firm have in the design and construction of heat exchangers that are 300 tons (each) and larger; or pressure sustaining valves in commercial or residential high rise applications? All firms must have a minimum of seven (7) years of experience.
Answer:
5bIdentify each of those projects below and be sure to include: the client's name, the name of the project, the tonnage, the dates of the project (start to finish), and a point of contact. Be sure to include the point of contact's first and last name, e-mail address, and telephone number.
Answer:
6aHow many years of experience does your firm have with large chilled water underground distribution piping systems which include but are not limited to: one (1) variable pipe sizes ranging from 4” to 36”; and two (2) made of carbon steel, ductile iron or HDPE material? All firms must have a minimum of seven (7) years of experience. References for work performed in the Central Florida area is preferred.
Answer:
6bIdentify each of those projects below and be sure to include: the client's name, the name of the project, the tonnage, the dates of the project (start to finish), and a point of contact. Be sure to include the point of contact's first and last name, e-mail address, and telephone number.
Answer:
7aHow many years of experience does your firm have in the design and construction of chilled water distribution systems in areas with high water table and the application of adequate insulation? All firms must have a minimum of seven (7) years of experience.
Answer:
7bIdentify each of those projects below and be sure to include: the client's name, the name of the project, the tonnage, the dates of the project (start to finish), and a point of contact. Be sure to include the point of contact's first and last name, e-mail address, and telephone number.
Answer:
8aHow many years of experience does your firm have in the design and construction of secondary pumping system in industrial, commercial and residential facilities including high risers? All firms must have a minimum of seven (7) years of experience.
Answer:
8bIdentify each of those projects below and be sure to include: the client's name, the name of the project, the tonnage, the dates of the project (start to finish), and a point of contact. Be sure to include the point of contact's first and last name, e-mail address, and telephone number.
Answer:
9aHow many years of experience does your firm have in the design and construction of LEED projects? All firms must have a minimum of five (5) years of experience.
Answer:
9bIdentify each of those projects below and be sure to include: the client's name, the name of the project, the dates of the project (start to finish), and a point of contact. Be sure to include the point of contact's first and last name, e-mail address, and telephone number.
Answer:
10aHow many years of experience does your firm have with the chilled water plants and systems commissioning process? All firms must have a minimum of five (5) years of experience.
Answer:
10bIdentify each of those projects below and be sure to include: the client's name, the name of the project, the tonnage, the dates of the project (start to finish), and a point of contact. Be sure to include the point of contact's first and last name, e-mail address, and telephone number.
Answer:
11Is your firm able to expedite accurate proposals or cost estimates in a fast paced project environment? (YES/NO)
Answer:
12Does your firm have the ability to conduct site visits at OUC designated locations in the greater Orlando area within 24 hours? (YES/NO)
Answer:
13In case of emergency, does your firm have the ability to conduct site visits at OUC designated locations in the greater Orlando area within a response time of two hours? (YES/NO)
Answer:
14Does your firm have experience with maintenance of traffic (MOT), city, county and engineering permitting? (YES/NO)
Answer:
15Responding firms must have strong knowledge with the Florida Building Code, ASHRAE Standards and Guidelines, and the International District Cooling Association Best Practice Guides. Does your firm have such knowledge? (YES/NO)
Answer:
16Respondent must have robust safety, quality assurance, and control procedures. Each responding firm should have a demonstrated record of successfully designing to budget and schedule while also having the capability to quickly respond to any issues that arise during construction. Does your firm meet this requirement? (YES/NO)
Answer:
17All members of the responding firm’s team, including any subcontractors, must have a local office within a 125-mile radius of Orlando Utilities Commission’s downtown location (100 W. Anderson St., Orlando, FL 32801) in order to be considered and evaluated under this solicitation. Please identify the location of the local office:
Answer:

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