RFP_2026_PR_9239_Attachment_D_Qualification_Form.xlsx
XLSX spreadsheet 35 KB Posted
- Solicitation number
- PR9239
- Issued by
- Florida
About this file
RFP 2026 PR 9239 Electrical Contractors for Chilled Water Services - Qualification Form Summary
This is a Qualification Form (Attachment D) for RFP 2026 PR 9239 issued by OUC (Orlando Utilities Commission) in Florida to solicit qualified electrical contractors for on-demand general electrical services supporting the OUC District Cooling chilled water equipment, facilities, and distribution systems. The RFP seeks contractors capable of providing inspection, troubleshooting, repair, maintenance, installation, testing, and related electrical support services to maintain reliable operation of the District Cooling chilled water infrastructure. OUC reserves the right to award one or more contracts in whole or in part as determined in its best interest. The solicitation requires proposers to submit completed Excel spreadsheet qualification forms along with comprehensive supporting documentation addressing specific technical, financial, safety, and operational criteria.
Minimum qualifications for bidders include: current Florida Certified or Registered Electrical Contractor License; minimum fifteen (15) years of commercial and/or industrial electrical services experience; an office within sixty (60) miles of OUC's primary service area or demonstrated ability to meet required response times; capability to provide routine service response within twenty-four (24) hours and emergency response within two (2) hours of notification; and current Safety Manual, Quality Assurance/Quality Control Manual, and Drug-Free Workplace Policy documentation. Proposers must provide detailed information on company history, relevant project experience, key personnel resumes, subcontractor qualifications, organizational charts, project approach methodology, safety performance history including OSHA rates and Workers' Compensation Experience Modification Rates, quality programs, project controls, financial reports and revenue data for the preceding three to five years, proof of required insurance coverage with minimum limits of $2,000,000 Commercial General Liability and $1,000,000 Commercial Automobile Liability, regulatory compliance documentation, and three (3) pre-verified references for similar electrical chilled water services completed within the past five (5) years. All responses are evaluated solely on information provided in the qualification form and proposal; the evaluation committee will not assume, infer, or seek clarification of unstated qualifications.
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Qualifications
| Attachment D, Qualification Form | |
| RFP 2026 PR 9239 Electrical Contractors for Chilled Water Services | |
| Instructions: All responses in this form must be complete. Where applicable, provide supporting documentation or explanations in the proposal state the page number. The Evaluation Committee will evaluate proposals based solely on the information included in this form and the accompanying proposal. It will not assume or infer qualifications not expressly stated, nor will it seek clarification. Each Proposer must submit this Excel spreadsheet with their proposal. | |
| Minimum Bidder Qualifications. Failure to meet any of the Minimum Qualifications below (numbers 1 to 5), or failure to provide sufficient documentation, will result in disqualification from further evaluation. These criteria are pass/fail and not subject to interpretation or scoring. | |
| Proposer Page #, if applicable |
| Yes | No | ||
| 1 | Does your Company hold a current Florida Certified or Registered Electrical Contractor License? If yes, attach a copy of the current license. | FALSE | FALSE |
| 2 | Has your Company provided commercial and/or industrial electrical services for a minimum of fifteen (15) years? If yes, provide documentation demonstrating your Company's experience. | FALSE | FALSE |
| 3 | Does your Company maintain an office located within sixty (60) miles of OUC's primary service area, or can your Company demonstrate the ability to meet the required response times regardless of office location? If yes, provide documentation supporting your office location or response capability. | FALSE | FALSE |
| 4 | Can your Company provide routine service response within twenty-four (24) hours and emergency response within two (2) hours of notification? If yes, provide documentation describing your response procedures or service capabilities. | FALSE | FALSE |
| 5 | Can your Company provide the following current documents? If the documents are available on your public website, provide the applicable website link instead of attaching the documents. |
a. Safety Manual.
b. Quality Assurance/Quality Control Manual.
| c. Drug-Free Workplace Policy or Program. | FALSE | FALSE |
| General Information. Please complete the following information. Certain requested information have page limits. |
| Note: In the event that the Proposer provides a PDF version of the Attachment D, Qualification Form in addition to the required Microsoft Excel format, any conflict between the Attachment D, Qualification Form in Microsoft Excel format and the PDF submitted in the proposal shall be resolved in favor of the Microsoft Excel version, which shall take precedence. | Yes | No | Proposer Page #, if applicable |
| 6 | Did you attach a cover letter with your company's letterhead with your proposal? |
| Proposer shall limit their response to sections 6, 24, and 25 to no more than three (3) - 8' x 11" pages. | FALSE | FALSE | |
| 7 | State the legal name of the Company (as listed in the Division of Corporation business entity registration): | ||
| 8 | State the legal name of your parent Company, if applicable: | ||
| 9 | State the complete business address: | ||
| 10 | State where your Company registered with the Division of Corporation as a business entity: | ||
| 11 | Primary contact name(s): | ||
| 12 | Primary contact email(s) address: | ||
| 13 | Primary contact telephone number(s): | ||
| 14 | Primary contact cell telephone number(s): | ||
| 15 | Name and title of the officer authorized to bind the Company to contracts (If awarded a contract, the contract will be sent to this person for signature via Adobe Sign): | ||
| 16 | Officer's telephone number: | ||
| 17 | Officer's email address: | ||
| 18 | Number of employees: | ||
| 19 | Number of locations: | ||
| 20 | Nearest branch office or service location which will administer the services: | ||
| 21 | Primary servicing office location: | ||
| 22 | Number of years company has been in business: | ||
| 23 | Number of years your company provided electrical services services specific to or similar to the services as described in Section 1.1 Scope of Work Summary of the RFP: | ||
| 24 | Provide a brief history of your company. Did you attach response with your proposal? |
(Refer to line no. 6, above)
| FALSE | FALSE | ||||
| 25 | Please provide a brief description of projects (with similar scope and size) that your company has completed and/or currently working? (Refer to line no. 6, above). Did you attach response with your proposal? | FALSE | FALSE | ||
| Company's Experience | Yes | No | Proposer Page #, if applicable | ||
| 26 | Please describe your company's experience with electrical systems identified on page 8 of the RFP (0–4160V, breakers, switchgear, disconnect, motor starters, wiring and cabling, terminal boxes, sensors and instrumentation, power monitoring equipment, fiber optics, conduit systems, VFDs, electric motors, communication wiring, relays, lighting ballasts and fixtures, lighting controls, mechanical controls, electrical control panels, and associated electrical appurtenances and support systems). Did you attach your response to the proposal. Proposer shall limit their response to this section to no more than two (2) 8" x 11" pages. | ||||
| FALSE | FALSE | ||||
| Key Project Team Members & Subcontractor Experience | Yes | No | Proposer Page #, if applicable | ||
| 27 | Please submit resumes for the key personnel who will be assigned to perform or supervise the services under this Contract, including, at a minimum, the Project Manager, Field Supervisor, and other key personnel responsible for contract administration, supervision, and technical oversight. |
Each resume shall:
a. Identify the individual's proposed role and responsibilities.
b. Describe the individual's experience performing electrical services of similar size, scope, and complexity, including work involving chilled water facilities or comparable commercial or industrial electrical systems, where applicable.
c. Identify applicable licenses, certifications, and training related to the services, including electrical licenses, OSHA training, NFPA 70E, Lockout/Tagout, or other relevant certifications.
d. Identify the office location from which the individual will support OUC and whether the individual will be locally assigned or required to travel.
Did the Proposer attach the required resumes with its Proposal? Proposer shall limit this section to no more than two (2) 8½" × 11" pages per individual, not to exceed ten (10) resumes.
| FALSE | FALSE | |
| 28 | Provide a complete list of all subcontractors that may be utilized under the resulting Contract and identify: |
a. Company name.
b. Proposed services or trade responsibilities.
c. Years of experience performing similar services.
d. Applicable licenses or certifications.
e. Relevant projects of similar size, scope, and complexity.
| Did the Proposer attach the required subcontractor information with its Proposal? Proposer shall limit this section to no more than two (2) 8½" × 11" pages. | FALSE | FALSE | ||||
| Organizational Chart | Yes | No | Proposer Page #, if applicable | |||
| 29 | Provide an organizational chart identifying the personnel responsible for administration and performance of the Contract, including, at a minimum: |
a. Project Manager.
b. Field Supervisor.
c. Lead Electrician(s).
d. Safety Representative (if applicable).
e. Contract Administrator (if applicable).
f. Major subcontractors (if applicable).
Identify each individual's job title, company affiliation, and office location.
| FALSE | FALSE | ||||
| Project Approach | Yes | No | Proposer Page #, if applicable | ||
| 30 | Describe the Company's approach to performing the services required under this RFP, including: |
a. Work order receipt, scheduling, and dispatch procedures.
b. Routine and emergency response procedures.
c. Staffing, supervision, tools, equipment, and operational resources used to perform the services.
d. Inspection, troubleshooting, preventive maintenance, repair, installation, testing, startup assistance, and commissioning support methodology, as applicable.
e. Methods used to ensure compliance with manufacturer recommendations, the National Electrical Code (NEC), Occupational Safety and Health Administration (OSHA) requirements, applicable federal, state, and local laws, regulations, permits, and OUC standards.
f. Quality control procedures.
g. Safety management procedures.
h. Communication with OUC during performance of the work.
i. Methods used to minimize outages and operational disruptions.
j. Methods used to control costs and maintain schedule performance.
k. The Company's experience and capabilities that provide added value to OUC.
Did the Proposer attach its response with the Proposal? Proposer shall limit this section to no more than two (2) 8½" × 11" pages.
| FALSE | FALSE | ||||
| Pre-Employment Screenings. Please indicate below if the Company conducts the following screening and testing: | Yes | No | Proposer Page #, if applicable | ||
| 31 | Does your Company conduct pre-employment drug and alcohol screening? | FALSE | FALSE | ||
| 32 | Does your Company review Workers' Compensation claims history, where permitted by law, as part of the hiring process? | FALSE | FALSE | ||
| 33 | Does your Company verify driver licenses for employees who operate company vehicles? | FALSE | FALSE | ||
| 34 | Does your Company require pre-employment physical examinations for applicable positions? | FALSE | FALSE | ||
| 35 | Does your Company conduct pre-employment criminal background checks, where permitted by law? | FALSE | FALSE | ||
| 36 | Does your Company provide formal safety and technical training for employees? | FALSE | FALSE | ||
| 37 | If yes, did the Proposer attach a description of the training program with its Proposal? | FALSE | FALSE | ||
| 38 | Does your Company have employee incentive programs related to safety, quality, productivity, performance, or employee retention? | FALSE | FALSE | ||
| 39 | If yes, did the Proposer attach a description of the program with its Proposal? | FALSE | FALSE | ||
| Safety Performance History (Refer to Section 2.2.1(11) of the SOQ) | Yes | No | Proposer Page #, if applicable | ||
| 40 | Please provide a copy of the company’s Safety Manual. Did you attach the safety manual or link to the manual with your proposal? | FALSE | FALSE | ||
| 41 | State your Company's current Workers' Compensation Experience Modification Rate (EMR) and attach supporting documentation from your insurance carrier. | 2025: | |||
| 2024: | |||||
| 2023: | |||||
| 42 | Please enter the Company’s OSHA Recordable Injury or illness (Incident) rate for the last three (3) years: | 2025: | |||
| 2024: | |||||
| 2023: | |||||
| 43 | Please enter the company’s OSHA Days Away, Restricted, Job Transfer (DART) rate for the last three (3) years: | 2025: | |||
| 2024: | |||||
| 2023: | |||||
| 44 | Please enter the company's OSHA Severity rate for the last three (3) years | 2025: | |||
| 2024: | |||||
| 2023: | |||||
| 45 | Has your company had any work related fatalities in the last three (3) years? | FALSE | FALSE | ||
| 46 | If yes to the above question, please explain the circumstances. If necessary, you may attach your response in a separate page. | FALSE | FALSE | ||
| Quality Programs | Yes | No | Proposer Page #, if applicable | ||
| 47 | Please provide a copy or outline of your company's Quality Assurance program. Did you attach a copy or link with your proposal? | FALSE | FALSE | ||
| 48 | Does your company have a formalized process for qualifying and monitoring performance of suppliers and/or subcontractors? | FALSE | FALSE | ||
| 49 | If yes, did the Proposer attach a description of its supplier and subcontractor qualification and performance monitoring process with its Proposal? | FALSE | FALSE | ||
| Project Controls | Yes | No | Proposer Page #, if applicable | ||
| 50 | Describe the Company's methodology for managing work performed under the resulting Contract, including: |
a. Work order management.
b. Scheduling and dispatch.
c. Supervision.
d. Communication with OUC.
e. Documentation of completed work.
f. Cost control.
g. Quality control.
h. Emergency response management.
i. Reporting of completed work.
| Did the Proposer attach its response with the Proposal? Proposer shall limit this section to no more than two (2) 8½" × 11" pages. | FALSE | FALSE | |
| 51 | Please provide one (1) sample of each of the following, if available, from a project of similar size and scope: |
a. Service report or field work report.
b. Preventive maintenance report.
c. Inspection or testing report.
d. Startup or commissioning report.
e. Job Safety Analysis (JSA) or equivalent pre-task safety documentation.
f. Electrical testing or commissioning documentation, if applicable.
| Did the Proposer attach the requested documents with its Proposal? | FALSE | FALSE | ||||
| Financial Information | Yes | No | Proposer Page #, if applicable | |||
| 52 | Please provide the company's Dunn and Bradstreet Number. | |||||
| 53 | Please provide the company's financial report for the last three (3) years. What was the revenue for those years? | 2025: | ||||
| 2024: | ||||||
| 2023: | ||||||
| 54 | What was the company's annual dollar volume (millions) for the last five (5) years for projects of a similar nature? | |||||
| 55 | If applicable, what was the dollar volume of business conducted with OUC in the last five (5) years? | |||||
| Insurance (Refer to GC 8.0 of the General Conditions). | ||||||
| By responding "Yes" to the questions below, the Proposer certifies that, if awarded a contract, it will obtain and maintain the insurance coverages required by GC 8.0 of the General Conditions and will provide acceptable Certificates of Insurance prior to commencing work. | Yes | No | Proposer Page #, if applicable | |||
| 56 | If awarded a contract, can your Company provide Commercial General Liability insurance with limits of not less than $2,000,000 per occurrence, as required by GC 8.6? | FALSE | FALSE | |||
| 57 | If awarded a contract, can your Company provide Commercial Automobile Liability insurance with limits of not less than $1,000,000 per occurrence, as required by GC 8.5? | FALSE | FALSE | |||
| 58 | If not exempt under Chapter 440, Florida Statutes, can your Company provide statutory Workers' Compensation insurance and Employer's Liability insurance with limits of not less than $1,000,000 per occurrence, as required by GC 8.4? If exempt, will your Company provide a valid exemption certificate upon request? | FALSE | FALSE | |||
| 59 | If awarded a contract, can your Company provide insurance naming OUC, its commissioners, directors, officers, agents, and employees as Additional Insureds, as required by GC 8.2? | FALSE | FALSE | |||
| 60 | If awarded a contract, can your Company provide a Waiver of Subrogation in favor of OUC, as required by GC 8.3? | FALSE | FALSE | |||
| 61 | If awarded a contract, will your Company provide Certificates of Insurance meeting all requirements of GC 8.1 prior to commencing work? | FALSE | FALSE | |||
| 62 | If awarded a contract, will your Company provide insurance policies written on an occurrence basis, where required by GC 8.0? | FALSE | FALSE | |||
| 63 | If awarded a contract, will your Company's Certificates of Insurance provide for at least thirty (30) days' prior written notice to OUC before cancellation, termination, or material change of coverage, as required by GC 8.1? | FALSE | FALSE | |||
| 64 | If your Company utilizes subcontractors, will your Company ensure that all subcontractors maintain the insurance coverages required by GC 8.0? | FALSE | FALSE | |||
| Regulatory Compliance | Yes | No | Proposer Page #, if applicable | |||
| 65 | Does your Company have a program to ensure compliance with all applicable Federal, State, and local regulations governing the handling, storage, and disposal of hazardous materials? | FALSE | FALSE | |||
| 66 | If yes to the above question, did your Company attach a description of the program with its proposal? | FALSE | FALSE | |||
| 67 | Has your Company been issued a warning, citation, notice of violation, or other enforcement action by a Federal, State, or local regulatory agency for noncompliance with applicable laws or regulations within the past five (5) years? If yes, provide the date(s), issuing agency, and a brief description of each violation. | FALSE | FALSE | |||
| 68 | If yes to the above question, did your Company attach an explanation and supporting documentation with its proposal? | FALSE | FALSE | |||
| Compliance Forms. Please state if the required documents are attached to the proposal: | Yes | No | Proposer Page #, if applicable | |||
| 69 | Exceptions | FALSE | FALSE | |||
| 70 | Sworn Statement on Public Entity Crimes and Scrutinized Companies Under Florida Statutes | FALSE | FALSE | |||
| 71 | Dispute Disclosure | FALSE | FALSE | |||
| 72 | Anti-Human Trafficking Affidavit | FALSE | FALSE | |||
| 73 | Addenda Acknowledgement Form | FALSE | FALSE | |||
| Additional Information for Consideration | Yes | No | Proposer Page #, if applicable | |||
| 74 | Please provide information on any Economic Development Opportunities that your company may develop to benefit the local Orlando Area or the State of Florida, such as the creation of new jobs or purchasing/leasing new building space. Did you attach a response to this section with their proposal? |
| Please limit response to no more than two (2) 8" x 11" pages. | FALSE | FALSE | |
| 75 | If applicable, please provide any additional information your company will like to provide to assist OUC in determining your company’s qualifications. Company may include any related services the company could provide to OUC including the reason the Company is uniquely qualified to undertake the work. Did you attach a response to this section with the proposal? |
Please limit response to no more than one (1) 8" x 11" page. FALSE FALSE
References
| Attachment D, References |
| RFP 2026 PR 9239 Electrical Contractors for Chilled Water Services |
Provide three (3) pre-verified references for electrical chilled water services of similar scope and complexity completed within the past five (5) years. Include as listed below: customer name, contact information, services provided, project location, contract duration, and whether the services remain active.
| Project References. | Tab 2 | |
| 1 | Reference | |
| 1 | Customer's name | |
| 2 | Project name and its physical location | |
| 3 | Start and end date of contract | |
| 4 | Customer contact name (Note: The contact must be an individual familiar with the actual performance of the contract and able to comment on the Supplier’s performance from an operations and maintenance perspective). | |
| 5 | Customer contact phone number | |
| 6 | Customer contact email address | |
| 7 | Please describe in detail, on a separate page, the product and/or services your firm performed for this customer. Did you attach your response with your proposal? (Limit response to one (1) page only.) | |
| 8 | Describe any unusual operating conditions, requirements, or circumstances that distinguish your firm’s qualifications. Did you attach your response with your proposal? (Limit response to one (1) page only.) | |
| 2 | Reference | |
| 1 | Customer's name | |
| 2 | Project name and its physical location | |
| 3 | Start and end date of contract | |
| 4 | Customer contact name (Note: The contact must be an individual familiar with the actual performance of the contract and able to comment on the Supplier’s performance from an operations and maintenance perspective). | |
| 5 | Customer contact phone number | |
| 6 | Customer contact email address | |
| 7 | Please describe in detail, on a separate page, the product and/or services your firm performed for this customer. Did you attach your response with your proposal? (Limit response to one (1) page only.) | |
| 8 | Describe any unusual operating conditions, requirements, or circumstances that distinguish your firm’s qualifications. Did you attach your response with your proposal? (Limit response to one (1) page only.) | |
| 3 | Reference | |
| 1 | Customer's name | |
| 2 | Project name and its physical location | |
| 3 | Start and end date of contract | |
| 4 | Customer contact name (Note: The contact must be an individual familiar with the actual performance of the contract and able to comment on the Supplier’s performance from an operations and maintenance perspective). | |
| 5 | Customer contact phone number | |
| 6 | Customer contact email address | |
| 7 | Please describe in detail, on a separate page, the product and/or services your firm performed for this customer. Did you attach your response with your proposal? (Limit response to one (1) page only.) | |
| 8 | Describe any unusual operating conditions, requirements, or circumstances that distinguish your firm’s qualifications. Did you attach your response with your proposal? (Limit response to one (1) page only.) |
Yes No Yes No Yes No Yes No Yes No Yes No
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