RFP 5396 AttE.docx

RFP #5396 – Technical Assistance For Public Water Systems AttE

ATTACHMENT E - PROPOSAL FORM

Proposer’s Responses to RFP 5396 Minimum Qualifications (Section 3.1) & Proposal Content Requirements (Sections 4.9.1 -4.9.8) See Instructions below and Section 4.10 Proposal Content Requirements for more information.

Proposer Name:

Place an “X” in the box below:

Does Proposer submit this Proposal in order to provide Technical Assistance For Public Water Systems?

Yes: ______

Instructions: Proposers must submit their responses to the RFP Proposal requirements for RFP 5396 Sections 3.1 Minimum Qualifications, Section 3.2 Minimum Submission Requirements and Section 4.9 Proposal Content Requirements. If a Proposer fails to comply with those requirements, Proposer’s Proposal will be deemed non-responsive and receive no further evaluation or consideration under RFP 5396.

This form may be expanded as necessary. As stated in Section 3.2.2 Proposal Page Limit, there are no mandatory page limits. However, OHA recommends Proposers voluntarily limit their responses in this Attachment E for Sections 4.9.5 through 4.9.8 to 10 pages.

In addition to completing this form in the “Proposer’s Response” spaces provided below, these additional items must be attached and submitted with the Proposal pursuant to Section 4.9:

Proposer Information and Certification Sheet (Attachment C) The Proposer shall complete and submit the Proposal Information and Certification Sheet (Attachment C).

Responsibility Inquiry (Attachment G) The Proposer shall complete and submit a signed Responsibility Inquiry form (Attachment G) with the Proposal.

Reference Check Forms (Attachment D) Proposal shall submit 3 Reference Check Forms (Attachment D) signed by customers or clients for whom Proposer has provided services similar to those described in Section 2.4 Scope of Work of this RFP within the last 3 years. References must verify the quality of previous, related Work. The two Reference Check forms must be submitted with the Proposal.

Agency may check to determine if references provided support Proposer’s ability to comply with the requirements of this RFP. Agency may use references to obtain additional information, break tie scores, or verify any information needed. Agency may contact any reference (submitted or not) to verify Proposer’s qualifications.

ATTACHMENT E., PART 1: Proposer’s Responses to Section 3.1.1 Minimum Key Person Requirements All Proposers must meet all of the following minimum qualifications as confirmed by the Minimum Qualifications Certification in Attachment C – Proposer Information and Certification Sheet, and as confirmed by the Key Person’s(s’) resume(s) which must include applicable license and certificate numbers, submitted with this Proposal.

3.1.1.1 Proposer’s Key Persons must include one or more Registered Professional Engineer(s) who possess(es) a current Oregon registration and certificate to practice engineering pursuant to ORS 672.020, who will be assigned to work on the Project.

Proposer’s Response to Section 3.1.1.1:

3.1.1.2 In addition, Proposer shall provide a copy of the current Oregon Operator Certificate issued pursuant to OAR 333-061-0235 for each Key Person named by Proposer in response to Section 4.9.7 Key Persons.

Proposer’s Response to Section 3.1.1.2:

3.1.1.3 In addition, Proposers opting to submit Proposals to provide services to surface water systems must list at least one Key Person possessing a valid Oregon Level 3 or Level 4 Water Treatment Certificate, and a copy of the Key Person’s or Key Persons’ current Water Treatment Certificate(s).

Proposer’s Response to Section 3.1.1.3:

ATTACHMENT E, PART 2: Proposer’s Responses to Sections 4.9.5 – 4.9.8 Requirements:

4.9.5 Organizational Capacity:

Briefly describe Proposer’s experience and capacity to perform the Work described in this RFP, including but not limited to: 1) experience with project coordination and evaluation; and 2) capacity to begin and continue the Work for the period described in this RFP. Include names and addresses of any government or private agencies with which the Proposer has contracted to provide services within the last three years.

Proposer’s Response to Section 4.9.5 Organizational Capacity:

4.9.6 Fiscal Stability:

Briefly describe Proposer’s experience with, and current strategies for, ensuring that the Proposer conducts business in a fiscally responsible manner and remains financially solvent through the proposed Contract period. Identify the staff or board members that have fiscal responsibilities. Any Proposer that has generated financial statements shall submit copies for the most recent period. If financial statements have not been generated, then Proposer may submit an audit or fiscal review by a certified public accountant, or if the Proposer is a “new” business, include a copy of a business plan completed within the last year.

Proposer’s Response to Section 4.9.6 Fiscal Stability:

4.9.7 Key Persons:

Specify Key Persons to be assigned to this Project and include a current resume (not to exceed 2 pages each) for each individual that demonstrates qualifications and experience for the Work described in Section 2.4 Scope of Work (See also Section 3.1, Minimum Qualifications). For Key Persons not identified prior to Proposal submission, a detailed position description must be submitted and explanation of how the Key Person position will be filled. OHA reserves the right to approve or deny Key Persons submitted for review after award of the Contract.

Proposer’s Response to Section 4.9.7 Key Persons:

4.9.8 Project Implementation Plan:

Briefly describe how Proposer would carry out the major activities of this project in context with the Scope of Work, as described in Section 2.4 of this RFP. Provide a comprehensive management plan that the Proposer intends to follow. Illustrate how the Proposer will serve to coordinate and accomplish the Work, furnishing the deliverables described in Section 2.4.4. The proposer must include, at least, the following in the management plan submitted in response to this RFP:

Project Management:

· Describe how the project team will interact, utilize and communicate with OHA.

· Explain how the project team will utilize their leadership to oversee the efficient and timely completion of project requirement tasks.

· Describe the level of direction provided by the Project Manager to the work team and any subcontractor used.

Project Schedule:

· Describe how Proposer will schedule, utilize resources, personnel hours, and travel to provide assistance related to service line inventories. Include anticipated constraints of OHA and the contract framework.

Method/Approach:

· Describe how Proposer will achieve the project objectives including sources of technical resources, materials, and supplies.

· Describe how Proposer will evaluate the effectiveness and efficiency of the services and training provided.

· Describe Proposer’s processes/procedures for responding to changes in small water system needs for assistance and or training.

· Describe how Proposer would prioritize competing requests for assistance.

· Proposer shall outline, by geographic region or area of specialty, how the response to the requests will be met.

Proposer’s Response to Section 4.9.8 Project Implementation Plan:

Project Management:

· Describe how the project team will interact, utilize and communicate with OHA.

· Explain how the project team will utilize their leadership to oversee the efficient and timely completion of project requirement tasks.

· Describe the level of direction provided by the Project Manager to the work team and any subcontractor used.

Proposer’s Response to Section 4.9.8 Project Implementation Plan - Project Management:

Proposer’s Response to Section 4.9.8 Project Implementation Plan (Continued):

Project Schedule:

· Describe how Proposer will schedule, utilize resources, personnel hours, and travel to complete assistance related to training and outreach related to service line requirements, best practices and reporting requirements and individual assistance to public water systems. Include anticipated constraints of OHA and the contract framework.

Proposer’s Response to Section 4.9.8 Project Implementation Plan - Project Schedule:

Proposer’s Response to Section 4.9.8 Project Implementation Plan (Continued):

Method/Approach:

· Describe how Proposer will achieve the project objectives including sources of technical resources, materials, and supplies.

· Describe how Proposer will evaluate the effectiveness and efficiency of the services and training provided.

· Describe Proposer’s processes/procedures for responding to changes in small water system needs for assistance and or training.

· Describe how Proposer would prioritize competing requests for assistance.

· Proposer shall outline, by geographic region or area of specialty, how the response to the requests will be met.

Proposer’s Response to Section 4.9.8 Project Implementation Plan - Method/Approach:

ATTACHMENT E - PROPOSAL FORM for RFP 5396 Page 16 of 25