RFQ_39-26_CMR_PW-GM.pdf

REQUEST FOR QUALIFICATIONS (RFQ) & RESPONDENT’S ACKNOWLEDGEMENT

RFQ TITLE:

CONSTRUCTION MANAGEMENT AT RISK SERVICES FOR THE OKALOOSA

COUNTY PUBLIC WORKS & GROWTH MANAGEMENT FACILITY

RFQ NUMBER:

RFQ PW 39-26

ISSUE DATE: April 8, 2026

LAST DAY FOR QUESTIONS:

RFQ DUE DATE & TIME:

April 21, 2026 @ 3:00 P.M.

April 28, 2026 @ 3:00 P.M.

NOTE: PROPOSALS RECEIVED AFTER THE PROPOSAL OPENING DATE & TIME WILL NOT BE CONSIDERED.

Okaloosa County, Florida solicits your company to submit a proposal on the above referenced goods or services. All terms, specifications and conditions set forth in this RFQ are incorporated into your response. A proposal will not be accepted unless all conditions have been met. All proposals must have an authorized signature in the space provided below. All proposals must be submitted electronically by the time and date listed above. Proposals may not be withdrawn for a period of ninety (90) days after the proposal opening unless otherwise specified.

RESPONDENT ACKNOWLEDGEMENT FORM BELOW MUST BE COMPLETED, SIGNED, AND RETURNED AS PART OF

YOUR PROPOSAL. PROPOSALS WILL NOT BE ACCEPTED WITHOUT THIS FORM SIGNED BY AN AUTHORIZED AGENT

OF THE RESPONDENT.

COMPANY NAME

MAILING ADDRESS

CITY, STATE, ZIP

FEDERAL EMPLOYER'S IDENTIFICATION NUMBER (FEIN):

TELEPHONE NUMBER: EXT: FAX:

EMAIL:

I CERTIFY THAT THIS BID IS MADE WITHOUT PRIOR UNDERSTANDING, AGREEMENT, OR CONNECTION WITH ANY OTHER

RESPONDENT SUBMITTING A BID FOR THE SAME MATERIALS, SUPPLIES, EQUIPMENT OR SERVICES, AND IS IN ALL

RESPECTS FAIR AND WITHOUT COLLUSION OR FRAUD. I AGREE TO ABIDE BY ALL TERMS AND CONDITIONS OF THIS BID

AND CERTIFY THAT I AM AUTHORIZED TO SIGN THIS BID FOR THE RESPONDENT.

AUTHORIZED SIGNATURE: PRINTED NAME:

TITLE: DATE:

Rev: September 22, 2015

CONSTRUCTION MANAGEMENT AT RISK SERVICES FOR THE PUBLIC WORKS

& GROWTH MANAGEMENT FACILITY

Pursuant to Chapter 287.055, Florida Statutes and County policy, the Okaloosa County Board of

County Commissioners (BCC) requests qualifications from consultants who can provide

Construction Management at Risk (CMR) Services for the new Public Works & Growth

Management Facility to include all site infrastructure and building improvements.

Interested respondents desiring consideration shall submit their response online at OpenGov through the link provided below:

https://procurement.opengov.com/portal/myokaloosa

Unless otherwise stipulated in the proposal description, all responses must be submitted using

OpenGov only. No other means of submission of responses will be accepted. Responses will be accepted by OpenGov until 3:00 p.m. CST Tuesday, April 28, 2026, at which time all proposals that are timely submitted will be opened and reviewed.

The County reserves the right to award to the firm submitting a responsive proposal with a resulting negotiated agreement that is most advantageous and in the best interest of Okaloosa County, and to waive any irregularity or technicality in proposals received. Okaloosa County shall be the sole judge of the resulting negotiated agreement that is in its best interest and its decision will be final.

For this solicitation please contact:

DeRita Mason

Purchasing Manager

850-589-5960 dmason@myokaloosa.com

DeRita Mason

Purchasing Manager

OKALOOSA COUNTY

BOARD OF COUNTY COMMISSIONERS

ROBERT A. “TREY’ GOODWIN III,

CHAIRMAN

CONSTRUCTION MANAGEMENT AT RISK FOR THE PUBLIC WORKS &

GROWTH MANAGEMENT FACILITY

PART 1 – GENERAL INFORMATION

The purpose of this Request for Qualification (RFQ) is to seek the services from firms or individuals licensed to practice in the State of Florida that can provide professional Construction

Management At Risk Services. It is anticipated that a single firm or individual will be awarded two contracts to provide the required services. Part “A” will cover pre-construction services, while Part “B” will address services during the construction performance phase. This document provides the guidelines by which interested consultants are to submit their interest, qualifications, and proposal. Selection and negotiations will conform to the Florida Consultants Competitive

Negotiation Act (CCNA) Chapter 287.055, Florida Statutes and County policy. The proposed draft agreement for the work contemplated by this RFQ is attached and may be subject to change.

Background

The Okaloosa County Board of County Commissioners (BCC) owns property in the Crestview area where the new Public Works & Growth Management facility will be constructed. Okaloosa

County owns approximately 170 contiguous acres off of Arena Rd (PIN:19-3N-23-0000-0001-

0050 and others nearby) that has been identified as the location for an approximately 20-acre

Public Works & Growth Management campus (“Campus”).

Okaloosa County (“County”) has engaged the services of a design team to provide site civil and facility architectural documents intended for construction. To ensure the most efficient design and construction process possible the County intends to engage the services of a firm or individual that can serve as a Construction Manager at Risk (“CMR”) for pre-construction activities and construction of the project.

The Campus is intended to include a 40,000+/- sf administrative building, 20,000+/- sf fleet operations building with 2,500 sf open bays attached, 13,500 sf open storage building, and associated accessory features intended for fueling, public drop-off points, material storage, and equipment storage locations. Conceptual site plan and building layouts are provided in a separate document titled Okaloosa County Public Works & Growth Management Complex dated March

18, 2026, (incorporated by reference).

It is the County’s intent to negotiate two contracts with the CMR for pre-construction and construction phase services. Part “A”, the Pre-Construction Phase Services contract, will be a not-to-exceed contract with compensation based on hourly rates negotiated with the CMR. Part

“B”, the Construction Phase Services will be compensated as a percentage of the Guaranteed

Maximum Price (GMP), with the percentage to be negotiated with the CMR. The agreement between the County and CMR will be a form of agreement where the basis of payment is the cost of the work plus a fee that is converted into a GMP upon substantial completion of the design contract documents and successful negotiations with the CMR. The project will be “open book” with all savings, including unused contingency savings from value engineering, direct purchase tax savings, and buy-out savings returned to the County.

PART 2 – SCOPE OF SERVICES

Initial Construction Management services shall consist of pre-construction services during the planning phase. The County intends to retain the same CMR for the construction phase of the project, but is not obligated to do so. The CMR will work in concert with the County and the

Architect/Engineering design team (“A/E”) towards the successful completion of the project on schedule, within the stated cost limitation, in compliance with the contract documents, and adhering to the requirements of the authorities having jurisdiction.

The CMR, through its staff and subcontractors/contractors, will serve as a Construction

Manager/General Contractor and provide all construction management services and activities necessary for the construction and occupancy of the project.

The services described in this RFQ are representative of the services required. A comprehensive specification of the scope of services required will be stated in the final agreement between the

County and CMR.

Construction Management Services that may be provided:

PART A: Pre-Construction and Bidding Phase Services

1. Pre-Construction Phase

Pre-Construction Phase Services shall include, but are not limited to the following:

A. Work with the County and A/E to determine affordability and constructability.

B. Submit for approval by the County and A/E applicable cost and time savings incentive programs.

C. Review design documents to minimize errors and omissions and provide value engineering recommendations as necessary.

D. Prepare cost estimates and update as needed to establish the Guaranteed Maximum Price.

E. Prepare critical path method calendar schedules and update as needed.

F. Coordinate with A/E to finalize the construction documents.

G. Prepare for approval a schedule of proposed hourly rates to be used in assessing the

Construction Manager’s fixed fee for pre-construction services.

H. Review the current budget issues and guarantee a maximum price based on the one hundred percent (100%) complete Construction Documents and successful negotiations with the County. The Guaranteed Maximum Price will include the Construction Manager fees for their construction services and all other project related construction costs.

I. Establish the master project schedule identifying all different phases and all milestone items.

2. Bidding and Award Phase Services

Any costs associated with Bidding and Award Phase Services should be included in General

Conditions costs negotiated as part of the GMP. Bidding and Award Phase Services shall include, but are not limited to the following:

A. Develop bidding requirements necessary to assure time, cost and quality control during construction.

B. Advertise and distribute bidding documents for subcontractor participation.

C. Schedule and conduct pre-bid conferences in conjunction with the Architect.

D. Monitor bidder activity to ensure adequate contractor and vendor participation.

E. Receive and open/record bid proposals in the presence of the County and analyze bids for presentation to the project team.

F. Reconcile variations between bids and the construction budget.

G. Contract with qualified successful bidders for construction.

H. Establish the final GMP upon completion of subcontractor bid process.

PART B: Construction and Warranty Phase Services

3. Construction Phase Services Construction Phase Services shall include, but are not limited to the following:

A. Develop requirements for safety, quality assurance, and schedule adherence.

B. Schedule and conduct pre-construction conferences in conjunction with the Owner &

Architect.

C. Maintain on-site staff for construction management.

D. Maintain a system for tracking the timely submittal, review and approval of submittals.

E. Coordinate, conduct and document regular construction meetings.

F. Prepare and submit change order documentation for approval of the Owner & Architect.

G. Maintain on-site records and submit monthly progress reports to the Owner & Architect.

H. Maintain quality control and ensure conformity to contract documents.

I. Administration of the construction contract and reconciliation with the construction budget.

J. Arrange for and comply with permits and inspections required by authorities having jurisdiction.

K. Develop and maintain a detailed design and construction schedule using the Critical

Path Method (CPM).

L. Documentation of activities associated with the administration, management and construction, and County audit requirements.

M. Monthly certification of all work in place and approval of all contractor and vendor payment requests in conjunction with the Owner & Architect.

N. Develop record and close-out documents for presentation to the Owner & Architect upon project completion.

O. Coordinate, schedule, receive, and document the ordering of equipment and materials for construction utilizing the Owner Direct Purchasing program.

4. Closeout and Warranty Phase Services

Closeout and Warranty Phase Services shall include, but are not limited to the following:

A. Resolution of punch-list items.

B. Coordinate post-completion activities, including commissioning, the assembly of guarantees, manuals, closeout documents, as-built documents, training, as specified and reviewed by the Owner & Architect for final acceptance.

C. Monitor, coordinate and resolve all warranty complaints to the satisfaction of the Owner during the one-year general warranty period. Schedule and conduct an 11-month warranty walk-through with the Owner & Architect.

PART 3 – QUALIFICATION PREPARATION INSTRUCTIONS

The RFQ and all supporting documentation is required and must be signed by a company official with the power to bind the company. The Response must be completely responsive to the RFQ guidelines for consideration by the County.

The submittals will be reviewed by a Selection Review Committee appointed by the Board of

County Commissioners. Responses should be responsive to the items identified in this RFQ and preferably contain no more than 11 pages, 12 font minimum.

The Committee will review the Responses received unless determined to be non-responsive or non-responsible. The Committee members will rank each Response utilizing the scoring criteria provided below, which demonstrate the firm’s understanding of the project, experience, organization, current workload, and the overall adherence to the RFQ. The County reserves the right, based on the initial scoring, to invite a short-list of the highest-ranked firms to provide an oral presentation or participate in an interview. If so, the individual committee members will rank each firm as a combination of the RFQ response with “1” being the best (i.e. if three firms present they would rank each of the firms with ordinal ranking number of one through three). The firm with the lowest number totaled from all the committee members is the presumptive recommended selectee. The percentages are the weighted criteria the individual committee member is expected to utilize in the ordinal ranking of the firms after receipt of the RFQ submittals and again if presentations are made.

Notification will be provided to each firm in accordance with the County’s Purchasing Manual via the Intent to Award. Failure to file a protest within the time prescribed in accordance with the

County’s Purchasing Manual, will be deemed as a waiver of protest. The final contract will be presented for approval by the Okaloosa County of Board of County Commissioners.

Response to the RFQ shall be submitted in the format described below:

Letter of Interest shall be prepared by a corporate officer or principal of the firm authorized to obligate the firm contractually. The letter shall include location of the firm’s office that will be the lead office for this contract. (1 page/not included in the

11-page limit)

Construction Experience of the Firm (20%) – In this section the Respondent will highlight the construction experience of similar scope and nature of the firm and establish the depth of available resources the firm has and its capacity, if necessary, to replace key members of the proposed team. (Up to 2 pages)

Project Understanding and Approach (35%) – In this section the Respondent will demonstrate the understanding of the project including the firm’s assessment of the

Project’s challenges and how the firm is uniquely qualified to meet those challenges.

Information regarding the approach to the project execution, quality control, and key factors to success should be presented in this section. (Up to 2 pages)

Proposed Project Team (25%) – In this section the Respondent will establish the proposed team and provide an organizational chart showing key areas of responsibility. Identify which team members will assume the lead roles for project execution, construction progress monitoring, and preparing/delivering written or oral progress reports to stakeholders and any other role the Respondent wishes to highlight.

In addition to resumes, establish what traits the lead role team member possesses and why this person is uniquely qualified to carry out the charge of marshalling this project to the objective scheduled completion. The Contractor shall be a certified General

Contractor licensed by the State of Florida. (Up to 5 pages; the organizational chart will not be counted in the 11-page limit)

Availability of Workload and Willingness to Meet Time Requirement (10%) – In this section, the Respondent will discuss the number of projects the firm's team is currently managing to include other major projects, and the ability of the firm to manage this project within a proposed project timeline (or faster). (Up to 1 page)

Past Projects/References (5%) - In this section the Respondent will provide at least two (2) completed similar projects when the firm served as the construction manager along with the contact information of an owner's representative who directly participated in the construction of the project. Information for each project should include construction budget, duration, scope, and unusual challenges the firm encountered and how the firm was able to meet those challenges. (Up to 1 page)

Business Credentials and Other (Up to 1 Page/Not included in 11-page limit)

a. Provide sufficient information to demonstrate legal authority of the firm/individual to do business in the State of Florida.

b. Indicate whether the firm and/or any sub-consultant are disadvantaged business enterprises.

c. Indicate if the Respondent has prior litigation related to contracts or been terminated from a contract before project completion.

d. Show State of Florida licensing/registration qualifications of the firm and key personnel.

e. Copies of all completed forms required by this RFQ are included in this section.

Additional Information & Comments (5%) – The contents under this heading are to be left to the discretion of the respondent. Material must be pertinent to the RFQ but not otherwise requested in the RFQ. (1 page/not included in the 11-page limit)

PART 4 – PROCUREMENT SCHEDULE (ANTICIPATED)

RFQ Advertised & Posted on Website Wednesday April 07, 2026

Deadline for Questions Monday April 20, 2026

RFQ Response Due Date Tuesday April 28, 2026

Selection Committee Meeting (Selection) Week of May 11, 2026

Recommend Award on ITA Friday May 15, 2026

Contract Negotiations May 18 thru June 01, 2026

BOCC Contract Approval June 16, 2026

Issue Notice to Proceed June 16, 2026

GENERAL CONDITIONS

PRE-QUALIFICATION ACTIVITY

1. ADDENDUM - Except as provided in this section, respondents are prohibited from contacting or lobbying the County, Commissioners, County Administration, County staff, and Review

Committee members, or any other person authorized on behalf of the County related or involved with the solicitation. All inquiries on the scope of work, specifications, additional requirements, attachments, terms and general conditions or instructions, or any issue must be directed via

OpenGov:

All questions or inquiries must be received no later than the last day for questions (reference RFQ

& Respondent’s Acknowledgement Form). Any addenda or other modification to the RFQ documents will be issued by the County five (5) days prior to the date and time of closing, as a written addenda distributed to all prospective Respondents by posting to the OpenGov following website.

Such written addenda or modification shall be part of the RFQ documents and shall be binding upon each respondent. Each respondent is required to acknowledge receipt of any and all addenda in writing and submit with their documents. No respondent may rely upon any verbal modification or interpretation.

2. PREPARATION OF QUALIFICATIONS – The qualifications form is included with the proposal documents. Additional copies may be obtained from the County. The respondent shall submit originals and bid forms in accordance with the public notice.

No changes shall be made to the phraseology of the form or in the items mentioned therein. In case of any discrepancy between the written amount and the numeric figures, the written amount shall govern. Any proposal which contains any omissions, erasures, alterations, additions, irregularities of any kind, or items not called for which shall in any manner fail to conform to the conditions of public notice inviting proposals may be rejected.

Qualifications submitted by a corporation shall be executed in the corporate name by the president or a vice president or other corporate officer who has legal authority to sign.

Qualifications submitted by a partnership shall be executed in the partnership name and signed by a partner (whose title must appear under the signature). The official address of the partnership shall be shown below the signature.

Qualifications submitted by a limited liability company shall be executed in the name of the firm by a member and accompanied by evidence of authority to sign. The state of formation of the firm and the official address of the firm must be shown below the signature.

Qualifications submitted by an individual shall show the respondent’s name and official address.

Qualifications submitted by a joint venture shall be executed by each joint venture in the manner indicated on the proposal form. The official address of the joint venture must be shown below the signature.

All signatures shall be submitted electronically - All names shall be typed or printed below the signature.

The submittal shall contain an acknowledgement of receipt of all Addenda, the numbers of which shall be filled in on the form. The address and telephone # for communications regarding the proposal shall be shown.

If the respondent is an out-of-state corporation, the proposal shall contain evidence of respondent’s authority and qualification to do business as an out-of-state corporation in the State of Florida.

3. INTEGRITY OF QUALIFICATIONS DOCUMENTS - Respondents shall use the original

Qualification documents provided by the Purchasing Department and enter information only in the spaces where a response is requested. Respondents may use an attachment as an addendum to the qualification documents if sufficient space is not available. Any modifications or alterations to the original proposal documents by the respondent, whether intentional or otherwise, will constitute grounds for rejection of a proposal. Any such modifications or alterations that a respondent wishes to propose must be clearly stated in the respondent’s response in the form of an addendum to the original proposal documents.

4. SUBMITTAL OF QUALIFICATIONS – Qualifications shall be submitted electronically no later than the date and time prescribed on the Notice to Respondents. The responses submitted should be one (1) completed document, unless otherwise specified within the document.

5. MODIFICATION & WITHDRAWAL OF PROPOSAL - A proposal may be modified or withdrawn by an appropriate document duly executed in the manner that a proposal must be executed and delivered to the place where proposals are to be submitted prior to the date and time for the opening of proposals.

If within 24 hours after proposals are opened any respondent files a duly signed written notice with the County and promptly thereafter demonstrates to the reasonable satisfaction of the County that there was a material substantial mistake in the preparation of its proposal, that respondent may withdraw its proposal, and the proposal security may be returned. Thereafter, if the work is re-proposal, that respondent will be disqualified from 1) further purposing on the work, and 2) doing any work on the contract, either as a subconsultant or in any other capacity.

6. QUALIFICATIONS TO REMAIN SUBJECT TO ACCEPTANCE – All qualification documents will remain subject to acceptance or rejection for ninety (90) calendar days after the day of the opening, but the County may, in its sole discretion, release any submittal and return the respondent’s security prior to the end of this period.

7. CONDITIONAL & INCOMPLETE QUALIFICATIONS - Okaloosa County specifically reserves the right to reject any conditional submittal and qualifications which make it impossible to determine the true quality of services to be provided by the respondent.

8. ADDITION/DELETION OF ITEM – The County reserves the right to add or delete any item from this qualification or resulting contract when deemed to be in the County’s best interest.

9. APPLICALE LAWS & REGULATIONS– All applicable Federal and State laws, County and municipal ordinances, orders, rules and regulations of all authorities having jurisdiction over the services shall apply to the proposal throughout, and they will be deemed to be included in the contract the same as though they were written in full therein. Further, CONSULTANT shall ensure that all clearances and permits required for the Project are obtained from the appropriate permitting authorities and that they are in compliance with all environmental laws and regulations directly applicable to the Project. From time to time the County may be eligible to obtain State of Federal grant funding for some of the services provided hereunder the requirements of the grants will be applicable to the services rendered.

10. DISQUALIFICATION OF RESPONDENTS - Any of the following reasons may be considered as sufficient for the disqualification of a respondent and the rejection of its proposal:

a. Submission of more than one proposal for the same work from an individual, firm, agency, or corporation under the same or different name.

b. Evidence that the respondent has a financial interest in the firm of another respondent for the same work.

c. Evidence of collusion among respondents. Participants in such collusion will receive no recognition as respondents for any future work of the County until such participant has been reinstated as a qualified respondent.

d. Uncompleted work which in the judgment of the County might hinder or prevent the prompt completion of additional work if awarded.

e. Failure to pay or satisfactorily settle all bills due for labor and material on former contracts in force at the time of advertisement of proposals.

f. Default under previous contract.

g. Listing of the respondent by the Federal Government on its barred/suspended vendor list.

11. AWARD OF CONTRACT -

Okaloosa County Review - Okaloosa County appointed selection committee, shall review all qualifications and will participate in the recommendations to the Board of County Commissioners.

The Board of County Commissioners shall make final determination on any award of Contract.

The contract shall be awarded to the responsible and responsive respondent(s) whose qualifications are determined to be the most advantageous to the County, taking into consideration the criteria set forth in the request for proposals. The County reserves the right to reject any and all proposals or to waive any irregularity or technicality in proposals received. The County shall be the sole judge of the proposal and the resulting negotiated agreement that is in its best interest and its decision shall be final.

Okaloosa County reserves the right to waive any informalities or reject any and all submittals, in whole or part, to utilize any applicable state contracts in lieu of or in addition to this proposal and to accept the proposal that in its judgment will best serve the interest of the County.

Okaloosa County specifically reserves the right to reject any conditional qualifications and submittals which make it impossible to determine the true quality of services to be provided by respondent.

12. PAYMENTS – The respondent shall be paid upon submission of invoices and approval of acceptance by Okaloosa County Board of County Commissioners, Finance Office, 101 E James Lee Blvd, Rm

108 Crestview, FL 32536, for the prices stipulated herein for services rendered. All invoices must show the Contract #. Invoices for fees or other compensation must be submitted in sufficient detail to demonstrate compliance with the terms of this procurement and resulting contract.

13. DISCRIMINATION - An entity or affiliate who has been placed on the discriminatory vendor list may not submit a proposal on a contract to provide goods or services to a public entity, may not submit a proposal on a contract with a public entity for the construction or repair of a public building or public work, may not submit proposals on leases of real property to a public entity, may not award or perform work as a CONSULTANT, supplier, subCONSULTANT, or consultant under contract with any public entity, and may not transact business with any public entity.

14. PUBLIC ENTITY CRIME INFORMATION - Pursuant to Florida Statute 287.133, a respondent may not be awarded or perform work as a CONSULTANT, supplier, subCONSULTANT, or consultant under a contract with any public entity; and may not transact business with any public entity in excess of the threshold amount provided in s. 287.017 for CATEGORY TWO for a period of 36 months following the date of being placed on the convicted vendor list.

15. CONFLICT OF INTEREST - The award hereunder is subject to the provisions of Chapter 112, Florida Statutes. All respondents must disclose with their proposals the name of any officer, director, or agent who is also a public officer or an employee of the Okaloosa Board of County Commissioners, or any of its agencies. Furthermore, all respondents must disclose the name of any County officer or employee who owns, directly or indirectly, an interest of five percent (5%) or more in the firm or any of its branches.

Note: For respondent’s convenience, this certification form is enclosed and is made a part of the proposal package.

16. RECYCLED CONTENT INFORMATION - In support of the Florida Waste Management Law, respondents are encouraged to supply with their proposal any information available regarding recycled material content in the products proposal. The County is particularly interested in the type of recycled material used (such as paper, plastic, glass, metal, etc.) and the percentage of recycled material contained in the product. The County also requests information regarding any known or potential material content in the product that may be extracted and recycled after the product has served its intended purpose.

Note: For respondent’s convenience, this certification form is enclosed and is made a part of the proposal package.

17. REORGANIZATION OR BANKRUPTCY PROCEEDINGS – Proposals will not be considered from respondents who are currently involved in official financial reorganization or bankruptcy proceedings.

18. INVESTIGATION OF RESPONDENT – The County may make such investigations, as it deems necessary to determine the stability of the respondent to perform the work and that there is no conflict of interest as it relates to the project. The respondent shall furnish to the Owner any additional information and financial data for this purpose as the County may request.

http://www.leg.state.fl.us/Statutes/index.cfm?App_mode=Display_Statute&Search_String=&URL=0200-0299/0287/Sections/0287.017.html

19. CONE OF SILENCE - The Okaloosa County Board of County Commissioners has established a solicitation silence policy (Cone of Silence Clause) that prohibits oral and written communication regarding all formal solicitations for goods and services (formal bids, Request for Proposals, Requests for Qualifications) issued by the Board through the County Purchasing Department. The period commences from the date of advertisement until award of contract. All communications shall be directed to the Purchasing Department.

Note: For respondent’s convenience, this certification form is enclosed and is made a part of the proposal package.

20. COMPLIANCE WITH FLORIDA STATUTE 119.0701 - The Respondent shall comply with all the provisions of section 119.0701, Florida Statutes relating to the public records which requires, among other things, that the Respondent: (a) Keep and maintain public records; (b) Provide the public with access to public records on the same terms and conditions that the public agency would provide the records; (c) ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law; and (d) Meet all requirements for retaining public records and transfer, at no cost, to the public agency all public records in possession of the respondent upon termination of the contract.

21. PROTECTION OF RESIDENT WORKERS – The Okaloosa County Board of County

Commissioners actively supports the Immigration and Nationality Act (INA) which includes provisions addressing employment eligibility, employment verifications, and nondiscrimination.

Under the INA, employers may hire only persons who may legally work in the United States (i.e., citizens and nationals of the U.S.) and aliens authorized to work in the U.S. The employer must verify the identity and employment eligibility of anyone to be hired, which includes completing the

Employment Eligibility Verifications. The respondent shall establish appropriate procedures and controls so no services or products under the Contract Documents will be performed or manufactured by any worker who is not legally eligible to perform such services or employment. Okaloosa County reserves the right to request documentation showing compliance with the requirements.

Respondents doing construction business with Okaloosa County are required to use the Federal

Government Department of Homeland Security’s website and use the E-Verify Employment

Eligibility Verifications System to confirm eligibility of all employees to work in the United States.

22. SUSPENSION OR TERMINATION FOR CONVENIENCE - The County may, at any time, without cause, order Respondent in writing to suspend, delay or interrupt the work in whole or in part for such period of time as the County may determine, or to terminate all or a portion of the

Contract for the County’s convenience. Upon such termination, the Contract Price earned to the date of termination shall be paid to Respondent, but Respondent waives any claim for damages, including loss of profits arising out of or related to the early termination. Those Contract provisions which by their nature survive final acceptance shall remain in full force and effect. If the County orders a suspension, the Contract price and Contract time may be adjusted for increases in the cost and time caused by suspension, delay or interruption. No adjustment shall be made to the extent that performance is, was or would have been so suspended, delayed or interrupted by reason for which Respondent is responsible; or that an equitable adjustment is made or denied under another provision of this Contract.

23. FAILURE OF PERFORMANCE/DELIVERY - In case of default by the respondent, the County after due notice (oral or written) may procure the necessary supplies or services from other sources and hold the respondent responsible for difference in cost incurred. Continuous instances of default shall result in cancellation of the contract and removal of the respondent from the proposal list for duration of one (1) year, at the option of the County.

24. AUDIT - If requested, respondent shall permit the County or an authorized, independent audit agency to inspect all data and records of respondent relating to its performance and its subcontracts under this contract from the date of the contract through three (3) years after the expiration of contract.

25. ACCESS TO RECORDS AND REPORTS- Proposer will make available to the

County’s granting agency, the granting agency’s Office of Inspector General, the

Government Accountability Office, the Comptroller General of the United States, Okaloosa County, Okaloosa County Clerk of Court’s Inspector General, or any of their duly authorized representatives any books, documents, papers or other records, including electronic records, of the CONSULTANT that are pertinent to the County’s grant award, in order to make audits, investigations, examinations, excerpts, transcripts, and copies of such documents. The right also includes timely and reasonable access to the

CONSULTANT’s personnel during normal business hours for the purpose of interview and discussion related to such documents. This right of access shall continue as long as records are retained.

26. RECORD RETENTION-Requirement: CONSULTANT will retain all required records pertinent to this contract for a period of five years, after all funds have been expended or returned to the County. Wherever practicable, such records should be collected, transmitted, and stored in open and machine-readable formats. Your company must agree to provide or make available such records to the County upon request, in order to conduct audits or other investigations and retain these records in compliance with the OMB guidance 2 C.F.R. §200.334.

27. EQUAL EMPLOYMENT OPPORTUNITY; NON-DISCRIMINATION – Respondent will not discriminate against any employee or an applicant for employment because of race, color, religion, gender, sexual orientation, national origin, age, familial status or handicap.

28. NON-COLLUSION – Respondent certifies that it has entered into no agreement to commit a fraudulent, deceitful, unlawful or wrongful act, or any act which may result in an unfair advantage over other respondents. See Florida Statute 838.22.

29. UNAUTHORIZED ALIENS/PATRIOT’S ACT – The knowing employment by respondent or its subCONSULTANTs of any alien not authorized to work by the immigration laws is prohibited and shall be a default of the contract. In the event that the respondent is notified or becomes aware of such default, the respondent shall take steps as are necessary to terminate said employment with

24 hours of notification or actual knowledge that an alien is being employed. Respondent’s failure to take such steps as are necessary to terminate the employment of any said alien within 24 hours of notification or actual knowledge that an alien is being employed shall be grounds for immediate termination of the contract. Respondent shall take all commercially reasonable precautions to ensure that it and its subCONSULTANTs do not employ persons who are not authorized to work by the immigration laws.

30. FINANCIAL STABILITY- In the case of Federal and/or Florida State funded procurements, prior to awarding this contract, the top respondents will be required to submit to a soft credit pull for purposes of the County's Risk Assessment consideration; objections by any respondent will disqualify them from consideration. Bad credit indicating you are a high risk may impact your application. Responses will not be considered from respondents who are currently involved in official financial reorganization or bankruptcy proceedings.

31. INSURANCE REQUIREMENTS- The Respondent shall purchase and maintain at its own expense, during the term of this Contract the types and amounts of insurance with limits no less than those shown on Attachment “B”.

32. CERTIFICATE OF GOOD STANDING FOR STATE OF FLORIDA - Florida Statute

607.1501 requires that all vendors who wish to do business in the State of Florida be licensed to do business through the Department of State of Florida and be in good standing with the State of

Florida. As such, to do business with Okaloosa County a vendor must provide a Certificate of Good

Standing with their bid/proposal package to the County. For more information on doing business in the State of Florida, please refer to the Florida Department of State. The website to register is https://dos.myflorida.com/sunbiz.

33. SYSTEM OF AWARD MANAGEMENT (SAM.GOV) - If grant funded, all vendors must be registered in SAM in order to do business with the County. In order to be considered for the project, the vendor must be registered prior to submitting a bid/proposal with the County. Failure to show proof of SAM.gov registration at time of submitting a bid/proposal may deem the vendors bid/proposal unresponsive. You can register for SAM at the below link: https://sam.gov/content/home. Note it can take some time for a vendor to get registered for the System of Award Management and as such it is important to start the process as soon as possible to qualify as a responsive vendor.

34. SUBCONTRACTING- The CONSULTANT shall comply with this requirement and ensure its subcontracts issued under this Agreement, if any, impose this requirement, in writing, on their subCONSULTANTs. For fixed-price (vendor) subcontracts, the following provisions shall apply:

The CONSULTANT may award, on a competitive basis, fixed-price subcontracts to consultants/CONSULTANTs in performing the work described in the SCOPE OF SERVICES.

Invoices submitted to County for fixed price subcontracted activities shall be supported with a copy of the subCONSULTANT’s invoice and a copy of the tabulation form for the competitive procurement process (e.g., Invitation to Bid, Request for Proposals, or other similar competitive procurement document) resulting in the fixed-price subcontract. The CONSULTANT may request approval from the County to award a fixed-price subcontract resulting from procurement methods other than those identified above. In this instance, the CONSULTANT shall request the advance written approval from County of the fixed price negotiated by CONSULTANT. The letter of request shall be supported by a detailed budget and Scope of Services to be performed by the subCONSULTANT. Upon receipt of the County’s approval of the fixed-price amount, the

CONSULTANT may proceed in finalizing the fixed-price subcontract.

If the procurement is subject to the Consultant’s Competitive Negotiation Act under section

287.055, F.S. or the Brooks Act, the CONSULTANT must provide documentation clearly evidencing it has complied with the statutory or federal requirements.

35. UNITED STATES-PRODUCED IRON AND STEEL (s. 255.0993, Fla. Stat.). Any iron or steel product permanently incorporated into the project must be produced in the United States.

https://dos.myflorida.com/sunbiz https://sam.gov/content/home

36. STANDARD CONTRACT CLAUSES- Respondent shall comply with the standard contract clauses shown on Attachment “A”.

The following documents are to be submitted with the qualification packet. Failure to provide required forms may result in CONSULTANT disqualifications.

RESPONSE DOCUMENT #1: DRUG-FREE WORKPLACE CERTIFICATION

RESPONSE DOCUMENT #2: CONFLICT OF INTEREST DISCLOSURE FORM

RESPONSE DOCUMENT #3: FEDERAL E-VERIFY COMPLIANCE

CERTIFICATION

RESPONSE DOCUMENT #4: CONE OF SILENCE FORM

RESPONSE DOCUMENT #5: INDEMNIFICATION AND HOLD HARMLESS

RESPONSE DOCUMENT #6: ADDENDUM ACKNOWLEDGEMENT

RESPONSE DOCUMENT #7: COMPANY DATA

RESPONSE DOCUMENT #8: SYSTEM AWARD MANAGEMENT FORM

RESPONSE DOCUMENT #9: LIST OF REFERENCES

RESPONSE DOCUMENT #10: CERTIFICATION REGARDING LOBBYING

RESPONSE DOCUMENT #11: SWORN STATEMENT – PUBLIC ENTITY

CRIMES

RESPONSE DOCUMENT #12: GOVERNMENTAL DEBARMENT &

SUSPENSION

RESPONSE DOCUMENT #13: VENDORS ON SCRUTINIZED COMPANIES

LIST

RESPONSE DOCUMENT #14: ANTI-HUMAN TRAFFICKING AFFIDAVIT

RESPONSE DOCUMENT #15: CERTIFICATE OF GOOD STANDING FOR THE

STATE OF FLORIDA-PROVIDED BY

CONSULTANT

RESPONSE DOCUMENT #1: DRUG-FREE WORKPLACE CERTIFICATION

THE BELOW SIGNED RESPONDENT CERTIFIES that it has implemented a drug-free workplace program. In order to have a drug-free workplace program, a business shall:

1. Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition.

2. Inform employees about the dangers of drug abuse in the workplace, the business’s policy of maintaining a drug-free workplace, any available drug counseling, rehabilitation and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations.

3. Give each employee engaged in providing the commodities or contractual services that are under quote a copy of the statement specified in subsection 1.

4. In the statement specified in subsection 1, notify the employees that, as a condition of working on the commodities or contractual services that are under quote, the employee will abide by the terms of the statement and will notify the employer of any conviction of, or plea of guilty or nolo contendere to, any violation of Chapter 893, Florida Statutes, or of any controlled substance law of the United States or any state, for a violation occurring in the workplace no later than five (5) days after such conviction.

5. Impose a sanction on, or require the satisfactory participation in, drug abuse assistance or rehabilitation program if such is available in employee’s community, by any employee who is convicted.

6. Make a good faith effort to continue to maintain a drug-free workplace through implementation of this section.

As the person authorized to sign this statement, I certify that this firm complies fully with the above requirements.

DATE: SIGNATURE:

COMPANY: NAME:

ADDRESS: (TYPED OR PRINTED)

TITLE:

PHONE #: E-MAIL:

RESPONSE DOCUMENT #2: CONFLICT OF INTEREST DISCLOSURE FORM

For purposes of determining any possible conflict of interest, all Respondents, must disclose if any

Okaloosa Board of County Commissioner, employee(s), elected officials(s), or if any of its agencies is also an owner, corporate officer, agency, employee, etc., of their business.

Indicate either “yes” (a County employee, elected official, or agency is also associated with your business), or “no.” If yes, give person(s) name(s) and position(s) with your business.

YES: NO:

NAME(S) POSITION(S)

FIRM NAME:

BY (PRINTED):

BY (SIGNATURE):

TITLE:

ADDRESS:

PHONE NUMBER:

E-MAIL:

DATE:

RESPONSE DOCUMENT #3: FEDERAL E-VERIFY COMPLIANCE CERTIFICATION

In accordance with Okaloosa County Policy and Executive Order Number 11-116 from the office of the

Governor of the State of Florida, Respondent hereby certifies that the U.S. Department of Homeland

Security’s E-Verify system will be used to verify the employment eligibility of all new employees hired by the Respondent during the contract term, and shall expressly require any subCONSULTANTs performing work or providing services pursuant to the contact to likewise utilize the U.S. Department of Homeland

Securities E-Verify system to verify the employment eligibility of all new employees hired by the subCONSULTANT during the contract term; and shall provide documentation such verification to the

COUNTY upon request.

As the person authorized to sign this statement, I certify that this company complies/will comply fully with the above requirements.

DATE: SIGNATURE:

COMPANY: NAME:

ADDRESS: TITLE:

PHONE #:

RESPONSE DOCUMENT #4: CONE OF SILENCE FORM

The Board of County Commissioners have established a solicitation silence policy (Cone of Silence) that prohibits oral and written communication regarding all formal solicitations for goods and services (ITB, RFP, ITQ, ITN, and RFQ) or other competitive solicitation between the bidder (or its agents or representatives) or other entity with the potential for a financial interest in the award (or their respective agents or representatives) regarding such competitive solicitation, and any County Commissioner or

County employee, selection committee member or other persons authorized to act on behalf of the Board including the County’s Architect, Engineer or their sub-consultants, or anyone designated to provide a recommendation to award a particular contract, other than the Purchasing Department Staff.

The period commences from the time of advertisement until contract award.

Any information thought to affect the committee or staff recommendation submitted after bids are due, should be directed to the Purchasing Manager or an appointed representative. It shall be the Purchasing

Manager’s decision whether to consider this information in the decision process.

Any violation of this policy shall be grounds to disqualify the Respondent from consideration during the selection process.

All Respondents must agree to comply with this policy by signing the following statement and including it with their submittal.

I, representing

Signature Company

Name on this day of 2026, I hereby agree to abide by the County’s “Cone of Silence Clause” and understand violation of this policy shall result in disqualification of my proposal/submittal.

RESPONSE DOCUMENT #5: INDEMNIFICATION AND HOLD HARMLESS

The CONSULTANT shall indemnify and hold harmless COUNTY, its officers and employees from liabilities, damages, losses, and costs including but not limited to reasonable attorney fees, to the extent caused by the negligence, recklessness, or intentional wrongful conduct of the CONSULTANT and other persons employed or utilized by the CONSULTANT in the performance of this Agreement.

Proposer’s Company Name Authorized Signature – Manual

Physical Address Authorized Signature – Typed

Mailing Address Title

Phone Number FAX Number

Cellular Number After-Hours Number(s)

Date

RESPONSE DOCUMENT #6: ADDENDUM ACKNOWLEDGEMENT

Acknowledgment is hereby made of the following addenda (identified by number) received since issuance of solicitation:

ADDENDUM NO. DATE

NOTE: Prior to submitting the response to this solicitation, it is the responsibility of the respondent to confirm if any addenda have been issued. If such addenda have been issued, acknowledge receipt by noting number(s) and date(s) above.

RESPONSE DOCUMENT #7: COMPANY DATA

Respondent’s Company Name:

Physical Address & Phone #:

Contact Person (Typed-Printed):

Phone #:

Cell #:

Federal ID or SS #:

DUNNS/SAM #:

Respondent’s License #:

Additional License – Trade and Number ____________________________________

Fax #:

Emergency #’s After Hours, Weekends & Holidays:

DBE/Minority Number:

RESPONSE DOCUMENT #8: SYSTEM FOR AWARD MANAGEMENT (OCT 2016)

(a) Definitions. As used in this provision.

“Electronic Funds Transfer (EFT) indicator” means a four-character suffix to the unique entity identifier. The suffix is assigned at the discretion of the commercial, nonprofit, or Government entity to establish additional System for Award Management records for identifying alternative EFT accounts (see subpart 32.11) for the same entity.

“Registered in the System for Award Management (SAM) database” means that.

(1) The Offeror has entered all mandatory information, including the unique entity identifier and the

EFT indicator, if applicable, the Commercial and Government Entity (CAGE) code, as well as data required by the Federal Funding Accountability and Transparency Act of 2006 (see subpart 4.14) into the

SAM database;

(2) The offeror has completed the Core, Assertions, and Representations and…