QLV27007039 Scope of work.pdf

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QBS- QUALIFIED BASED SELECTION OF VENDORS TECHNICAL REVIEW

TITLE: QLV27007039 URI Engineering Consultant for Utility Modeling

DESCRIPTION: The University of Rhode Island is seeking an engineering firm to provide the University with complete computer utility models that are used to evaluate new loads and improvements necessary to meet the utility needs of the University. Including project management and coordination include scheduling and conducting virtual project meetings. Building utility models of existing infrastructure as well as some model simulations

PRE-BID CONFERENCE: YES

Prebid will be conducted via teams: If you wish to be included on the teams meeting, please email katherine.missell@purchasing.ri.gov to be added to the meeting invite Date: October 9, 2026 @ 10:00 AM

CONTRACT TERMS

The initial contract period will begin approximately December 1, 2026 for three (3) years. Contracts may be renewed for up to 2 additional 12 month-periods based on vendor performance and the availability of funds.

Insurance Requirements (#14 in Instructions to Vendors on Requirements tab) In accordance with this solicitation, or as outlined in Section 13.19 of the General Conditions of Purchase, found at https://rules.sos.ri.gov/regulations/part/220-30-00-13 and General Conditions

- Addendum A found at https://www.ridop.ri.gov/documents/general-conditions-addendum-a.pdf, the following insurance coverage shall be required of the awarded vendor(s):

General Requirements:

14a) ☒ Liability - combined single limit of $1,000,000 per occurrence, $1,000,000 general aggregate and $1,000,000 products/completed operations aggregate.

14b) ☒ Workers compensation - $100,000 each accident, $100,000 disease or policy limit and $100,000 each employee.

14c) ☒ Automobile liability - $1,000,000 each occurrence combined single limit.

Professional Services:

14e) ☒ Professional liability (“errors and omissions”) - $2,000,000 per occurrence, $2,000,000 annual aggregate.

AIA Contract mailto:katherine.missell@purchasing.ri.gov https://rules.sos.ri.gov/regulations/part/220-30-00-13 https://www.ridop.ri.gov/documents/general-conditions-addendum-a.pdf

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Rhode Island custom AIA contract designated below outlining the scope and special terms and conditions covering the work, executed by an authorized representative of your company.

Vendor shall obtain the University of Rhode Island custom AIA contract directly from the University

9h) ☒ Other – AIA B104-2017 Standard Abbreviated Form of Agreement Between Owner and Design Agent with the University of Rhode Island

SECTION A. BACKGROUND

The University of Rhode Island (URI) is seeking engineering consulting services specializing in the computer modeling of utility systems including water, sewer, stormwater, steam, natural gas and electric on all campuses including Kingston (including East Farm and Peckham Farm), Narragansett Bay (NBC), and W. Alton Jones. The selected vendor or team will build these utility models in the first contract year. The vendor will meet regularly with URI to update these models. Lastly the vendor will perform modeling as requested by URI to evaluate the effect proposed, new and renovated buildings have on these models and what improvements are needed to these utility systems to meet the needs of the University. Due to the number of utility system withing this scope it is encouraged that vendors form teams to provide this expertise.

URI maintains ESRI GIS geodatabases on each utility system. Pertinent utility systems information includes:

• Steam and condensate system GIS layer identifies pipe location, age, make, model, size.

Mapping is 98% accurate and complete. Distributed steam is only on the Kingston Campus.

• Natural gas lines are University owned and operated and include six master meter utility connections. Gas distribution is on Kingston and NBC campuses. GIS layer identifies pipe location, size, material. Mapping is 80% accurate and complete.

• Water systems include the Kingston Campus system, water distribution on the NBC and three systems serving W. Alton Jones. All campuses are mapped in GIS and include location, pipe size, age, material. GIS layer is 95% accurate and complete. An existing water model in Water GEMS exists for the Kingston Campus that was recently updated to design a new water tower.

• Sewer collection systems include the Kingston Campus, NBC and septic systems on W.

Alton Jones. The GIS includes pipe location, size, material, age. GIS layer is 95% accurate and complete. Elevation data of rim and inverts is not provided.

• Stormwater system includes collection systems, BMPs, underground infiltration systems, manholes, catch basins and outfalls located on the Kingston and NBC campuses. The GIS layer is 70% accurate and complete. GIS layer identifies pipe location, pipe size, pipe material, manholes, catch basins, outfalls. Elevation data of rim and invert is not provided.

• Electric distribution includes University-owned electric distribution on the Kingston Campus and W. Alton Jones. Buildings on the NBC campus are served directly from Rhode Island Energy. URI has retained CHA Consulting, Inc. to provide electric distribution design support services, maintain a high and medium voltage electric one line diagrams for the Kingston Campus and GIS support. The GIS layer shows overhead and underground electric distribution including poles, ductbanks, manholes, transformers, 2018-1 Page 3 of 5 Revised 08/18/2025 switches, etc. GIS information is 850% accurate and complete. CHA is updating a 2017 era electric SKM power model that is about 70% complete.

SECTION B: SCOPE OF WORK AND REQUIREMENTS

The intent of this contract is to provide the University with complete computer utility models that are used to evaluate new loads and improvements necessary to meet the utility needs of the University. The scope of work includes the following services:

1. Project management and coordination include scheduling and conducting virtual project meetings every two weeks until the models are completed.

These meetings will include submittal of agendas, running the meetings, preparation of minutes and action tasks. Project management will also include preparation and submittal of invoices, proposals, and paperwork needed to manage and complete the project.

2. Building utility models which includes collection of URI existing utility data including GIS layers, existing models, new building plans, utility use data, and any other records needed to develop and calibrate the models. The vendor shall include age and condition of network components and allow for the addition of future condition information (video and documents). The vendor shall perform a model calibration process and identify what field measurements will be needed to complete calibration to the satisfaction of industry standards and URI. Vendor shall specify what additional information will be needed and include development of that information in their technical proposal and cost estimates. Development of the utility models must be in an open format or off the shelf modeling software. No proprietary software programs are allowed. Its preferred that the modeling software has a cost estimating feature for pipe replacement and can consider age and condition in setting pipe replacement priority.

3. The first contract year will also include some model simulations to support proposed projects. These simulations will be limited to models of utility systems that are near completion.

4. Quarterly model updates include a quarterly virtual meeting to review all utility updates over the past three months and adding these utility changes to each model. Vendor shall submit updates to URI for approval prior to making the changes permanent.

5. Perform model simulations to evaluate proposed new campus development and utility modifications that include evaluating new loads or alterations to the utility network and developing reports of utility usage impacts and developing reports on the ability of each utility to serve the new load or alteration and its impact to the existing utility load. Reports should also include areas of limiting flow/service and recommendations on utility network modifications.

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MINIMUM QUALIFICATIONS:

Bidders shall have the following qualifications:

1. Rhode Island registered professional engineers with an emphasis in utility system modeling including water, sewer, drainage, steam, natural gas, stormwater and electrical power distribution systems. Provide current Certificate of Authorization for the vendor from the State of Rhode Island with the technical proposal.

2. The vendor shall have staff dedicated to this project who maintain an understanding of the University’s utility systems.

3. The company shall have a minimum 10 years of experience with the assessment, design and development of computerized utility models

4. The vendor shall provide a minimum of five project summaries for similar projects they have completed within the last two years.

5. Specialized training in utility modeling.

SECTION C: PROPOSAL

1. Technical Proposal

Narrative and format: Vendors must submit a technical proposal which addresses each of the following elements and is limited to ten (10) pages (this excludes any appendices and as appropriate, resumes of key staff that will provide services covered by this request):

A. Staff Qualifications – Provide staff resumes/CV and describe qualifications and experience of key staff who will be involved in this project, including their experience in computerized utility modeling and the type of utility modeling experience by each staff member. Identify key staff who will be assigned to this project.

B. Capability, Capacity, and Qualifications of the Vendor - Please provide a detailed description of the Vendor’s financial capability, capacity and experience with utility modeling including the type of utilities and what challenge did modeling support. List a minimum of five (5) relevant client references, to include client names, addresses, contact names with emails and phone numbers, dates of service and type(s) of service(s) provided.

C. Work Plan - Please describe in detail the framework within which requested engineering services will be performed. The following elements should be included: how the vendor will schedule, perform and report routine work, maintain critical system documents, conduct plan reviews and perform project work.

D. Approach/Methodology – Define the methodology to be used for executing the planned work noted in this solicitation. Include logistics to secure and share utility information, summaries of each modeling software highlighting the features and benefits and why these programs were chosen over others. Note key staff members assigned

2018-1 Page 5 of 5 Revised 08/18/2025 and experience with each software program. Highlight sharing method/process of large files and workflows of key processes.

SECTION D: EVALUATION AND SELECTION - SOLICITATION SPECIFIC

Technical proposals are scored and the agency will present and recommend to the state Architecture & Engineering Committee to negotiate pricing with the highest technical scored firm. If the A&E Committee approves the recommendation, it is then forwarded to the Chief Operating Officer for final approval. Once approved by the Chief Purchasing Officer, the state will request a cost proposal from the highest scoring firm which must also receive a minimum of 80 (80%) out of a maximum of 100 points.

Based on the cost submitted from the highest scoring firm, the state reserves the right to negotiate for the most favorable price. If the state cannot come to an agreed price, state reserves the right to commence negotiations with next highest scoring firm.

Proposals shall be reviewed and scored based upon the following criteria:

NOTE: See the “Requirements” tab of this solicitation for additional information on the evaluation and selection process in the “QLV and QLV/QBS Specifications” section.

Please note that URI is exempt from the contract administrative fee instituted under R.I. Gen. Laws § 37-2-12.

Criteria

Possible Points

Staff Qualifications 25 Points

Capability, Capacity, and Qualifications of the Vendor 25 Points

Work Plan 15 Points

Approach/Methodology 15 Points

Interview 20 Points

Total Possible Technical Points 100 Points

SECTION D: EVALUATION AND SELECTION - SOLICITATION SPECIFIC