RFQ 40560 TCR Imprvmnts Proj Final 11 08 24.pdf

THE GOVERNING BOARD OF THE

ST. JOHNS RIVER WATER MANAGEMENT DISTRICT

DESIGN, PERMITTING, AND CONSTRUCTION MANAGEMENT SERVICES

FOR THE TAYLOR CREEK RESERVOIR IMPROVEMENTS PROJECT

REQUEST FOR QUALIFICATIONS 40560

The Governing Board of the St. Johns River Water Management District (the “District”) requests that interested parties respond to the solicitation below by 2:00 p.m., January 8, 2025. Further information is available through DemandStar at Demandstar.com, Central Bidding at centralauctionhouse.com, Vendor Registry at Vendorregistry.com, MyFloridaMarketPlace at myfloridamarketplace.com or the District’s website at sjrwmd.com. Solicitation packages may be obtained from DemandStar, MyFloridaMarketPlace, Vendor Registry, Central Bidding, or the District by calling or emailing Kendall Matott, Contracts Manager, at (386) 312-2324 or kmatott@sjrwmd.com. Responses will be opened in Conference Room 147, Administration Building, Palatka Headquarters, 4049 Reid Street, Palatka, Florida 32177-2571.

Description of Services The objective of this solicitation is to engage the professional services of an engineering firm to provide the design, permitting, and construction management and/or related services for the Taylor Creek Reservoir (TCR) Improvements Project.

Information regarding the project can be found in Attachment A — Statement of Work included with this solicitation. These documents and drawings are available from the District upon request only. Respondent must complete and submit a Non-Disclosure Confidentiality Agreement (Attachment G) with their request.

The request may be submitted in hard copy or via email to Kendall Matott.

Initially, the District undertook the design of the TCR Improvements Project. However, after a peer review of the District’s design work and other considerations, the District elected to contract with an engineering consultant to design and assume engineer of record responsibilities to complete the TCR Improvements Project design. The District is securing a professional engineering firm under a separate prior solicitation (RFQ 40495) to act as the District’s Representative/Advisor in assisting with evaluating the Qualification Submittals and negotiating and developing the final Statement of Work with the Successful Respondent for RFQ 40560. The District’s Representative/Advisor may also provide the District with assistance throughout the design and/or construction phases of the TCR Improvements Project.

This solicitation includes the following exhibits, which are available from the District upon request.

Respondents, and any subconsultant requiring access, must complete and submit a Non-Disclosure Confidentiality Agreement (Attachment G) with their request. The request may be submitted in hard copy or via email to Kendall Matott at kmatott@sjrwmd.com.

Exhibit 1 — TCR Improvements Project Basis of Design Report prepared by the District Revised October 2024.

Exhibit 2 — TCR Improvements 60% Drawings by the District dated April 4, 2024.

Exhibit 3 — TCR Improvements Project Hydrologic and Hydraulic Analysis by the District dated February

2, 2023.

Exhibit 4 — TCR Wind and Wave Analysis by the District dated March 2023.

Exhibit 5 — Excerpt, Geotechnical Engineering Report by Dunkelberger Engineering & Testing, Inc. dated

February 27, 2014.

Exhibit 6 — Subsurface Soil Exploration and Geotechnical Engineering Evaluation by Ardaman &

Associates, Inc. dated March 3, 2023.

Exhibit 7 — Engineering Evaluation Report by Gannett Fleming, Inc. dated May 15, 2024.

Exhibit 8 — Excerpt, Preliminary Water Control Manual Central and Southern Florida Project for Flood

Control and Other Purposes Upper St. Johns River Basin by USACE dated September 1991.

RFQ 40560

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Mandatory Pre-Submittal Conference A MANDATORY PRE-SUBMITTAL CONFERENCE IS SCHEDULED FOR 1:00 P.M., December 5, 2024, in Conference Room 162, District Headquarters, 4049 Reid Street, Palatka, Florida 32177.

Respondents may attend in person or online (Microsoft© Teams Webinar). If attending online, Respondents must pre-register to record their attendance. Click on the following link to register for the: https://events.teams.microsoft.com/event/45460509-34ae-41b2-b04e-56bc41f89636@b0c8375f-daa7- 40b9-a01b-690d8d3723b9. If the link does not work, paste the text into your browser. The purpose of the pre-submittal conference is to review requirements of this solicitation and answer Respondent questions.

Request for Qualifications The RFQ process includes the submission of a Qualifications Submittal that includes a letter of interest with information pertaining to Respondent’s qualifications. The information in the Qualifications Submittal shall include, but is not limited to: (1) evidence of current professional status; availability; capabilities; adequacy of personnel; experience; recent, current, and projected workloads; willingness to meet time and budget requirements; and whether the firm is a certified minority business as defined by the Florida Small and Minority Business Assistance Act; (2) approach to the project; ability to furnish the required professional services; (3) past contractual record and related experience; (4) location; and (5) volume of work previously awarded to the firm by the District.

The contract issued pursuant to this solicitation will expire on September 30, 2030. The budget for this Agreement is estimated to be $8,500,000. All work will be accomplished through the issuance of Work Orders. Respondent(s) should not have any expectation or promise as to the volume of work that may be accomplished pursuant to this solicitation.

A District Evaluation Committee (Committee) will review and evaluate Respondents’ qualifications. After evaluations are complete, the Committee will determine a shortlist of the most highly qualified Respondents.

The shortlisted Respondents will provide oral presentations to the Committee and answer questions regarding qualifications submittal, approach to the project, ability to furnish the required services, and provide additional information, if needed. Each respondent will be assigned a designated meeting time, established by lot. Oral presentations will be scored using the Oral Presentation Evaluation Criteria. After oral presentations are completed, the Committee will select in order of preference no fewer than three firms deemed to be the most highly qualified and forward its recommendation to the District’s Governing Board and request that its rankings be approved, and negotiations commence with the highest-ranked Respondent.

If negotiations fail with the highest-ranked Respondent, negotiations will proceed with the other Respondents in ranked order. Respondents selected as most qualified will be notified by email. This Solicitation is issued subject to the legal requirements established under Consultants’ Competitive Negotiation Act, §287.055, Fla.

Stat.

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https://events.teams.microsoft.com/event/45460509-34ae-41b2-b04e-56bc41f89636@b0c8375f-daa7-40b9-a01b-690d8d3723b9 https://events.teams.microsoft.com/event/45460509-34ae-41b2-b04e-56bc41f89636@b0c8375f-daa7-40b9-a01b-690d8d3723b9

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The District will conduct the RFQ process as follows:

Date Description December 5, 2024, 1:00 p.m.

Mandatory Pre-Submittal Conference – District Headquarters, Palatka, Florida (in person or online attendance is required).

January 8, 2025, 2:00 p.m.

Qualifications Submittals due.

January 29, 2025, 2:00 p.m.

Committee meets to complete its review of the Submittals and to select no fewer than three firms of the most highly qualified respondents (District HQ, 4049 Reid St, Palatka, FL 32177, Conference Room 147, Admin. Bldg.). One or more members of the Committee may participate through communications media technology, via phone or web conferencing.

January 30, 2025 (approx.)

District Issues Notice of Intended Decision notifying Respondents of initial rankings and establishes a short-list of Respondents to provide oral presentations.

February 12, 2025, 8:00 a.m. – 4:00 p.m.

Shortlisted Respondents will provide oral presentations and to answer questions regarding qualifications submittals, approach to the project, ability to furnish the required services, and provide additional information, as needed (District HQ, 4049 Reid St, Palatka, FL 32177, Conference Room 162, Exec. Bldg.).

One or more members of the Committee may participate through communications media technology, via phone or web conferencing.

February 12, 2025, 4:00 p.m.

Evaluation Committee meets to complete its review of the Oral Presentations and will select not less than three Respondents deemed most highly qualified (District HQ, 4049 Reid St, Palatka, FL 32177, Conference Room 162, Exec.

Bldg.). One or more members of the Committee may participate via communications media technology through phone or web conferencing.

March 11, 2025 District Governing Board consideration to approve a ranking of designated firms and competitive negotiations be instituted.

March 12, 2025 (approx.)

District enters negotiations with respondents in ranked order.

Americans with Disability Act (ADA) The District does not discriminate on the basis of a disability in its services, programs, or activities. Special accommodations for disabilities may be requested through Kendall Matott, or by calling (800) 955-8771 (TTY), at least five business days before the date needed.

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RESPONSE CHECKLIST

This Response Checklist is provided for the convenience of Respondent and shall not be relied upon in lieu of the instructions or requirements of this solicitation. To ensure that the Response is complete and to maximize the number of points Respondent may receive, please review the following items to confirm that they have been addressed and are included in the Response. Do not return this checklist with your Response.

QUALIFICATIONS SUBMITTALS

Has Respondent met the Qualifications submission deadline established in the solicitation?

Does the electronic file contain all required documentation to meet the requirements stated in the solicitation documents?

Is Respondent in good standing with the Florida Secretary of State (corporations and partnerships)?

Has Respondent prepared, organized, and completed the Qualifications Submittal correctly?

Transmittal Letter/Letter of Interest

(1) Tab 1 — Forms and Business Licenses (Complete all District-provided Administrative Forms and include business licenses of Respondent and Subconsultant)

(2) Tab 2 — Respondent’s and subconsultants’ overall qualifications, adequacy of personnel, capabilities, experience, and availability to conduct work as presented in the Statement of Work (SOW)

(3) Tab 3 — Respondent’s approach and ability to provide the required professional services as presented in the SOW – emphasis on projects successfully completed within the last 10 years and/or are ongoing.

(4) Tab 4 — Location of Respondent

(5) Tab 5 — Volume of Work Previously Awarded to Respondent by the District

(6) Tab 6 — Conflicts of Interest Disclosure

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TABLE OF CONTENTS

INSTRUCTIONS TO RESPONDENTS ........................................................................................................................................................ - 6 -

1. INTRODUCTION ..................................................................................................................................................................... - 6 -

2. DEFINITIONS .......................................................................................................................................................................... - 6 -

3. CONTRACT ADMINISTRATION .......................................................................................................................................... - 6 -

4. WHERE TO DELIVER QUALIFICATIONS SUBMITTAL ................................................................................................... - 7 -

5. OPENING OF QUALIFICATIONS SUBMITTALS ................................................................................................................ - 7 -

6. ELECTRONIC SUBMISSION OF QUALIFICATIONS .......................................................................................................... - 8 -

7. PREPARATION AND ORGANIZATION OF THE QUALIFICATIONS SUBMITTAL ....................................................... - 8 -

8. INQUIRIES AND ADDENDA ............................................................................................................................................... - 11 -

9. ESTIMATED BUDGET ......................................................................................................................................................... - 11 -

10. MINIMUM QUALIFICATIONS ............................................................................................................................................ - 12 -

11. DISQUALIFICATION OF RESPONDENTS ......................................................................................................................... - 14 -

12. REJECTION OF QUALIFICATIONS SUBMITTAL ............................................................................................................ - 14 -

13. SIGNATURE AND CERTIFICATION REQUIREMENTS ................................................................................................... - 15 -

14. INELIGIBILITY OF RESPONDENT ..................................................................................................................................... - 15 -

15. DIVERSITY OPPORTUNITY ................................................................................................................................................ - 15 -

16. REQUIREMENT TO KEEP PROJECT TEAM INTACT ...................................................................................................... - 15 -

17. FLORIDA SALES TAX .......................................................................................................................................................... - 15 -

18. EVALUATION CRITERIA — WRITTEN QUALIFICATIONS SUBMITTALS ................................................................. - 16 -

19. EVALUATION CRITERIA — ORAL PRESENTATIONS ................................................................................................... - 16 -

20. NO ASSIGNMENT ................................................................................................................................................................. - 17 -

21. SUBCONTRACTS .................................................................................................................................................................. - 17 -

22. EVALUATION AND AWARD PROCEDURES ................................................................................................................... - 17 -

23. WITHDRAWAL OF QUALIFICATIONS SUBMITTAL ...................................................................................................... - 18 -

24. EXECUTION OF AGREEMENT ........................................................................................................................................... - 18 -

25. EXAMINATION OF AGREEMENT DOCUMENTS AND WORK AREA .......................................................................... - 18 -

26. PROHIBITION AGAINST CONSIDERING SOCIAL, POLITICAL, OR IDEOLOGICAL INTERESTS IN

GOVERNMENT CONTRACTING - §287.05701, FLA. STAT. ............................................................................................ - 19 -

27. NOTICES AND SERVICES THEREOF ................................................................................................................................ - 19 -

28. PROTEST PROCEDURES ..................................................................................................................................................... - 19 -

FORMS ........................................................................................................................................................................................................ - 21 - QUALIFICATIONS SUBMITTAL ACKNOWLEDGEMENT FORM ................................................................................................ - 21 - PROPOSED SUBCONSULTANTS ...................................................................................................................................................... - 22 - CERTIFICATE AS TO CORPORATION ............................................................................................................................................. - 23 -

AFFIDAVIT AS TO NON-COLLUSION AND CERTIFICATION OF MATERIAL CONFORMANCE WITH

SPECIFICATIONS ...................................................................................................................................................................... - 24 - QUALIFICATIONS — GENERAL ...................................................................................................................................................... - 25 -

QUALIFICATIONS — SIMILAR PROJECT/REFERENCE 1: DESIGN AND PERMITTING OF A HIGH OR

INTERMEDIATE HAZARD EARTHEN DAM PROJECT ....................................................................................................... - 26 - QUALIFICATIONS — PERMIT DOCUMENTATION ....................................................................................................................... - 30 - DRUG-FREE WORKPLACE FORM .................................................................................................................................................... - 31 - NO RESPONSE FORM ......................................................................................................................................................................... - 34 -

DRAFT AGREEMENT ............................................................................................................................................................................... - 35 - ATTACHMENT A — STATEMENT OF WORK ................................................................................................................................ - 58 - ATTACHMENT B — INSURANCE REQUIREMENTS ..................................................................................................................... - 60 - ATTACHMENT C — DISTRICT SUPPLEMENTAL INSTRUCTIONS (SAMPLE) ......................................................................... - 62 - ATTACHMENT D — DISTRICT’S SUPPLEMENTAL WORK ALLOWANCE AUTHORIZATION (sample) ............................... - 63 - ATTACHMENT E — CONTRACT PAYMENT REQUIREMENTS .................................................................................................. - 64 - ATTACHMENT F — HUMAN TRAFFICKING ATTESTATION ..................................................................................................... - 65 - ATTACHMENT G — NON-DISCLOSURE AGREEMENT ............................................................................................................... - 66 - EXHIBIT 1 — TCR IMPROVEMENTS PROJECT BASIS OF DESIGN REPORT PREPARED BY THE DISTRICT

REVISED OCTOBER 2024 ........................................................................................................................................................ - 68 - EXHIBIT 2 — TCR IMPROVEMENTS 60% DRAWINGS BY THE DISTRICT DATED APRIL 4, 2024 ....................................... - 68 -

EXHIBIT 3 — TCR IMPROVEMENTS PROJECT HYDROLOGIC AND HYDRAULIC ANALYSIS BY THE

DISTRICT DATED FEBRUARY 2, 2023 .................................................................................................................................. - 68 - EXHIBIT 4 — TCR WIND AND WAVE ANALYSIS BY THE DISTRICT DATED MARCH 2023 ................................................ - 68 - EXHIBIT 5 — EXCERPT, GEOTECHNICAL ENGINEERING REPORT BY DUNKELBERGER ENGINEERING &

TESTING, INC. DATED FEBRUARY 27, 2014 ........................................................................................................................ - 68 - EXHIBIT 6 — SUBSURFACE SOIL EXPLORATION AND GEOTECHNICAL ENGINEERING EVALUATION BY

ARDAMAN & ASSOCIATES, INC. DATED MARCH 3, 2023 ............................................................................................... - 68 - EXHIBIT 7 — ENGINEERING EVALUATION REPORT BY GANNETT FLEMING, INC. DATED MAY 15, 2024 .................... - 68 - EXHIBIT 8 — EXCERPT, PRELIMINARY WATER CONTROL MANUAL CENTRAL AND SOUTHERN FLORIDA

PROJECT FOR FLOOD CONTROL AND OTHER PURPOSES UPPER ST. JOHNS RIVER BASIN BY USACE DATED SEPTEMBER 1991 ....................................................................................................................................................... - 68 -

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INSTRUCTIONS TO RESPONDENTS

1. INTRODUCTION

This Request for Qualifications (“Solicitation”) to provide Design, Permitting, and Construction Management Services for the Taylor Creek Reservoir Improvements Project (“Services”) invites Responses according to the requirements set forth in this Solicitation, including the format and content guidelines in Paragraph 7 – PREPARATION AND ORGANIZATION OF THE QUALIFICATIONS

SUBMITTAL.

The Taylor Creek Reservoir Improvements Project is a complex water resource development/alternative water supply project involving modifications to an existing high-hazard dam.

In this Solicitation, the words, “Response,” “Qualifications Submittal,” and “Submittal” have the same meaning in these documents.

Written Responses will be reviewed and evaluated using the qualifications-based selection process described in Paragraph 18 – EVALUATION CRITERIA — WRITTEN QUALIFICATIONS

SUBMITTALS.

Oral Presentations will be reviewed and evaluated using the qualifications-based selection process described in Paragraph 19 – EVALUATION CRITERIA — ORAL PRESENTATIONS.

Respondents understand and agree that any expenditure they make in preparation and submittal of Responses or in the performance of any services requested by the District in connection with the Qualifications Submittals or in response to this RFQ, are exclusively at the expense of the Respondents.

In addition, the District shall not pay or reimburse any expenditure or other expense incurred by any Respondent for the following:

(a) Anticipation of an award of a contract

(b) Maintenance of licensure and qualifications

(c) Administrative or judicial proceedings resulting from the solicitation process

2. DEFINITIONS

The definitions of capitalized terms used in this solicitation that are not otherwise defined herein can be found in the sample contract document (the “Agreement”) that is at the end of these instructions. The Agreement includes these Instructions to Respondents, any addenda published by the District, and all required certifications and affidavits.

3. CONTRACT ADMINISTRATION

All inquiries related to this solicitation may only be directed to the Procurement Specialist:

Kendall Matott, Contracts Manager Phone: (386) 312-2324 Email: kmatott@sjrwmd.com

Between the release of this solicitation and the posting of the notice of intended decision, Respondents to this solicitation or persons acting on their behalf may not contact any employee or officer of the District concerning any aspect of this solicitation, except the procurement employee listed above. Violation of this provision is grounds for rejecting a response.

mailto:kmatott@sjrwmd.com

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4. WHERE TO DELIVER QUALIFICATIONS SUBMITTAL

All documents: Qualifications Submittal must be submitted in sealed envelopes to:

Kendall Matott, Contracts Manager Attn: Office of Financial Services St. Johns River Water Management District 4049 Reid St, Palatka, FL 32177-2571

Respondents must clearly label the Qualifications Submittal envelopes with large bold, and/or colored lettering (place label on inner envelope if double sealed) as follows:

SEALED QUALIFICATIONS SUBMITTAL — DO NOT OPEN

Respondent’s Name: _______________________________ Request for Qualifications: 40560 Opening Time: 2:00 P.M.

Opening Date: January 8, 2025

Kendall Matott, Contracts Manager Attn: Office of Financial Services St. Johns River Water Management District 4049 Rid Street Palatka, Florida 3217-2571

Please note that the United States Postal Service does not deliver regular mail or express mail to the above address. The District’s experience is that Federal Express and United Parcel Service will.

5. OPENING OF QUALIFICATIONS SUBMITTALS

Respondents or their authorized agents are invited to attend the opening of the Qualifications Submittals at the following date, time, and place:

January 8, 2025, 2:00 P.M.

St. Johns River Water Management District Headquarters 4049 Reid Street, Palatka, Florida 32177-2571

The Florida Public Records Act, §119.071(1)(b), Fla. Stat., exempts sealed submittals and proposals from inspection and copying until such time as the District provides notice of an intended decision pursuant to §120.57(3)(a), Fla. Stat., or until 30 days after opening of bids, proposals, submittals, or final replies, whichever is earlier. This exemption is not waived by the public opening of the submittals or proposals.

Unless otherwise exempt, Respondent’s Qualifications Submittal are public records subject to disclosure upon expiration of the above exemption period. If any information submitted with the Qualifications Submittal is a trade secret as defined in §812.081, Fla. Stat., and exempt from disclosure pursuant to §815.04, Fla. Stat., Respondent must clearly identify any such material as “CONFIDENTIAL TRADE SECRET” in its Qualifications Submittal AND explain the basis for such exemption. The District reserves the right, in its sole judgment and discretion, to reject a Qualifications Submittal for excessive or unwarranted assertion of trade secret confidentiality and return the Qualifications Submittal to Respondent.

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6. ELECTRONIC SUBMISSION OF QUALIFICATIONS

Respondent must submit its Qualifications Submittal in “electronic” format. The District recommends that Respondents confirm the files on the pin/flash/thumb drive open correctly on a non-company owned computer. Any electronic submittal received by the District that does not open on a District-owned computer is subject to rejection as a defective response. Instructions for submitting are below.

All electronically submitted files shall be saved to a pin/flash/thumb drive. The pin/flash/thumb drives MUST be placed in separate sealed envelopes pursuant to the instructions under “WHERE TO DELIVER QUALIFICATIONS” for sealed responses — DO NOT SUBMIT YOUR RESPONSE BY

EMAIL — THIS WILL RESULT IN THE QUALIFICATIONS SUBMITTAL BEING

REJECTED AS NON-RESPONSIVE.

(a) All blank spaces on the District-provided forms and documents must be typewritten or legibly printed in ink.

(b) In the event you decline to submit a Qualifications Submittal, the District would appreciate submittal of the “No Response Form” provided at the end of the “FORMS” section to describe the reason for not submitting a Qualifications Submittal.

All of the forms and questionnaires in the RFQ solicitation package are available upon request in Microsoft® Word to aid the Respondent in submitting its Qualifications Submittal.

Do NOT password protect the pin/flash/thumb drive or your files. Use a naming convention similar to those show below for each pin/flash/thumb drive.

RFQ Qualifications Submittal: RFQ # Respondent’s name (abbreviated) Due Date Example: “RFQ 40560 ABC Venture LLC. 01-08-2025

7. PREPARATION AND ORGANIZATION OF THE QUALIFICATIONS SUBMITTAL

It is Respondent’s responsibility to include information in its Response to present all relevant qualifications and other materials. The Response, however, should not contain standard marketing or other general materials. The requirements set forth below represent the minimum content for the Response. It is Respondent’s responsibility to modify such standard marketing or general materials so that only directly relevant information is included in the Response.

(a) Responses must be no more than 40 one-sided pages for all requested information described herein with the following exceptions, which do not count toward the 40-page count:

(1) Front and back cover

(2) Transmittal letter

(3) Required administrative and qualification forms (Tab 1)

(4) Copies of professional licenses (Tab 2)

(5) Documentation providing Respondent’s Management office or Project Manager location details compared to the entrance to the project site (Tab 4)

(6) Documentation providing volume of work previously awarded to Respondent by the District

(Tab 5)

(7) Disclosure document(s) for detailing any conflicts of interest (Tab 6)

(b) All pages, except the covers and section dividers, shall be standardized 8½” x 11” in size, margins not less than 0.9”, standard black text and minimum 11-point font size. Use of color and/or larger font sizes for graphics or to differentiate headings is acceptable. Text within graphics must be a minimum of 10-point font. One 11 x 17-inch page may be used for depiction of Respondent’s proposed organizational chart of the project team (see Tab 2 below).

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Transmittal Letter/Letter of Interest

Respondents must submit a transmittal letter on Respondent’s letterhead. It must be signed by a representative of Respondent who is authorized to sign such material and to commit Respondent to the obligations contained in the Response. The transmittal letter must include the name, address, phone number and email address for Respondent contact, and must specify the authorized individual who will execute the Contract. If Respondent is a general partnership, joint venture, or consortium, all partners/members of the general partnership, joint venture, or consortium shall sign the letter. If Respondent is a corporation or a limited liability company, an authorized officer shall sign his/her name and indicate his/her title beneath the full corporate name. The transmittal letter may include any information deemed relevant by Respondent. If Respondent is a general partnership, joint venture or consortium, state that each partner/member of the general partnership, joint venture or consortium will have joint and several liabilities if awarded the Contract.

Tab 1 — Forms and Business Licenses (Complete all District-provided Administrative forms and include business licenses of Respondent and Subconsultants)

NOTE: Do not alter or review any of the District’s forms other than to add the information requested.

(a) Qualifications Submittal Acknowledgement Form

(b) Proposed Subconsultants Form

(c) Certificate as to Corporation Form

(d) Florida business licenses for Respondent and Subconsultants

(e) Affidavit as to Non-Collusion and Certification of Materials Conformance with

Specifications

(f) Qualifications Forms — General

(g) Qualifications Forms — Similar Project 1, Similar Project 2, Similar Project 3, Similar Project 4. Note, the Similar Projects forms provided will serve as Client References on behalf of the Respondent.

(h) Qualifications Form — Permit Documentation

(i) Drug-Free Workplace Form (not required unless there is a tie)

(j) Sworn Statement Pursuant to Section 287.133(3)(a)

(k) Indicate if Respondent is a certified minority business as defined by the Florida Small and Minority Business Act of 1985, as amended (if yes, provide certification).

All required forms must be completed. Respondents may not modify or alter the forms.

Respondents may attach additional sheets to the forms, but any attachments will count against the 40-page limit described above.

Tab 2 — Respondent’s and subconsultants’ overall qualifications, adequacy of personnel, capabilities, experience, and availability to conduct work as presented in the Statement of Work (SOW)

(a) Provide a description of Respondent and their overall qualifications, capabilities, and past experience on large scale/complex water resource development projects including dams that are classified as high-hazard or intermediate hazard dams based on federal guidelines or as high hazard dams based on guidelines established by the State of Florida or any one of Florida’s five water management districts. Similar earthen dam projects in Florida that have been constructed in the last 10 years will be weighted more heavily.

(b) Provide a description of all Subconsultants and their overall qualifications, capabilities and past experience on large scale/ complex water resource development projects. Include a

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“Letter of Commitment” from a principal of each subconsultant stating that subconsultant is committed to be a part of Respondent’s Project Team. Include a list of past similar projects where the subconsultant has delivered similar services to a prime consultant.

(c) Identify Respondent’s Project Team specific to this project and key personnel (i.e., project manager, engineering design manager, engineer of record, QC manager, construction services manager, discipline leads, production staff, and supporting disciplines). Include the following information:

(1) Organizational chart of the project team, identifying names and titles of key personnel and subconsultants

(2) Valid state of Florida Professional Engineer’s licenses for key personnel and other individuals taking part in the work and other applicable professional licenses. Failure to provide copies of such licenses may result in Respondent being deemed non-responsive.

(3) Functions and availability of Project Team and key personnel

(4) Resumes and contact information for the Project Team and key personnel

(5) Description of roles, responsibilities, and experience in past similar projects.

(d) Provide details of personnel’s experiences and capabilities where they have successfully provided project planning, risk mitigation; ensured project quality; and met schedule and budget goals.

(e) Demonstrate willingness/ability of Respondent to meet time and budget requirements.

Include recent, current, and projected workloads.

Tab 3 — Respondent’s approach and ability to provide the required professional services as presented in the SOW — emphasis on current projects recently completed or ongoing relative to the approach proposed; and application of lessons learned that will benefit this project.

(a) Explain Respondent’s approach and ability to execute and complete the project scope.

Demonstrate the efficient use of the Respondent’s resources, existing data, and/or existing design information as deemed appropriate.

(b) Describe project management approach and other management methods. Include discussion on QA/QC process and communication and coordination strategies. Include discussion on any recently completed or ongoing projects that have similar approaches, including lessons learned that will benefit this project and achieve successful result.

(c) Provide estimated hours committed to the project.

(d) Include a proposed project design schedule. Describe any potential time constraints.

Tab 4 — Location of Respondent

Provide the location of Respondent’s Management office or Project Manager relative to the entrance to the project site (28.32893, -80.92527). The District shall utilize maps.google.com and the shortest driving route to confirm mileage. Points will be awarded as follows:

(a) Within 0-75.0 miles = 10 points

(b) Greater than 75 miles up to 150 miles = 5 points

(c) Greater than 150 miles = 0 points

Tab 5 — Volume of District work previously awarded to Respondent by the District

Submit documentation as to the volume of work (in dollars) awarded by the District to Respondent in the past five years, including contracts, work orders, and purchase orders.

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Tab 6 — Conflicts of Interest Disclosure

Respondents and its subconsultants must disclose any conflict of interest, as described below, with any of the following entities (the “Partners”): the city of Cocoa, East Central Florida Services, Orange County, Orlando Utilities Commission, or the Tohopekaliga Water Authority.

In disclosing conflicts of interest, Respondents must disclose:

(a) Any active contract(s) currently in effect between Respondent or its subconsultants with (the “Partners”) relative to the Taylor Creek Reservoir, or in another capacity.

(b) Any litigation within the 10 years prior to the date for receipt of Qualifications Submittals that involves the Partners in which Respondent or its subconsultants were either a party or engaged as an expert witness.

If no such conflicts of interest exist with the above Partners, Respondents must include a sworn statement (notarized) that they and their subconsultants (i) do not have any active contracts with the above Partners relative to the Taylor Creek Reservoir, or in another capacity as of the date of Qualifications are submitted; and (ii) there has been no litigation within the 10 years prior to the date for receipt of Qualifications Submittals that involves the Partners in which Respondent or its subconsultants were either a party or an expert witness.

NOTE: Those Respondents or Respondents’ using subconsultants with Conflicts of Interest under (a) or in litigation (b) will receive a deduction of 20% of their Qualifications Submittal Score Subtotal.

8. INQUIRIES AND ADDENDA

District staff are not authorized to orally interpret the meaning of the specifications or other Agreement documents, or correct any apparent ambiguity, inconsistency, or error therein. In order to be binding upon the District, the interpretation or correction must be given by the Procurement Specialist and must be in writing. The Procurement Specialist may orally explain the District’s procedures and assist Respondents in referring to any applicable provision in the RFQ documents, but the Respondent is ultimately responsible for submitting the Qualifications Submittal in the appropriate form and in accordance with written procedures.

Every request for a written interpretation or correction must be received at least nine days prior to the opening of Qualifications Submittal to be considered. Requests should be submitted by email at kmatott@sjrwmd.com. Interpretations, corrections, and supplemental instructions will be communicated by written addenda to this solicitation posted by DemandStar, Vendor Registry, MyFloridaMarketPlace and Central Bidding to all prospective Respondents (at the respective addresses furnished for such purposes) no later than five days before the opening of Qualifications Submittal.

Submission of Qualifications Submittal constitutes acknowledgment of receipt of all addenda and construed as though all addenda have been received. Failure of the Respondent to receive any addenda does not relieve Respondent from any and all obligations under the Qualifications Submittal as submitted. All addenda become part of the Agreement.

9. ESTIMATED BUDGET

The budget for the initial term of this Agreement is estimated to be $8,500,000. This amount includes a Supplemental Work Allowance (SWA) to cover the Successful Respondent’s activities that are not included in the Agreement or a Work Order issued thereunder (i.e., unforeseen site conditions or other unforeseen changes to the Work). Refer to paragraph 13(c) of the Agreement for additional information regarding the SWA.

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All work will be accomplished through the issuance of Work Orders. Respondent(s) should not have any expectation or promise as to the volume of work that may be accomplished pursuant to this solicitation.

This amount is an estimate only and does not limit the District in awarding the Agreement. Respondents are cautioned to not make any assumptions from the estimate about the total funds available for the Work. The District retains the right to adjust the estimate in awarding the Agreement. The District also reserves the right to reject all Submittals if subsequent negotiations with qualified Respondents result in costs over this estimated budget amount. In addition, the District reserves the right to increase, decrease, or delete any class, item, or part of the Work to reduce costs for any reason. The District may discuss alternatives for reducing the cost of the Work with Respondents and make such modifications as it determines to be in its best interest.

10. MINIMUM QUALIFICATIONS

Respondent must use and complete the “Qualification” forms (General and Similar Projects/Client References) provided in these documents toward documenting its minimum qualifications. If Respondent fails to include the documentation and the completed forms requested below under Step One of the RFQ process, Respondent’s Qualifications Submittal may be considered non-responsive. The Similar Projects provided will serve as Client References on behalf of the Respondent.

(a) Similar Projects [submit under Tab 1] — Respondent (or a combination of the firm, individual, named subconsultant(s), or project manager assigned to the work) must have (1) successfully completed the engineering designs and permitting for at least two projects, each of a similar nature described in “10(a)(1) and (2)” below; and (2) provided construction management and/or other related services on at least two successfully completed construction projects, each of a similar nature described in “10(a)(3) and (4)” below. All of the four similar projects specified below must have been completed within 10 years prior to the date for receipt of Qualifications Submittals.

Respondent must use the District-provided Similar Project forms to submit their four Similar Projects:

(1) Design and Permitting of a High or Intermediate Hazard Earthen Dam Project:

a. Acted as the Engineer of Record on the design and permitting of an earthen dam that is classified as a high-hazard or intermediate hazard dam based on federal guidelines or as a high hazard dam based on guidelines established by the State of Florida or any one of Florida’s five water management districts. Greater consideration may be given to work involving federally designated high hazard dams.

b. A construction value of at least $25,000,000.

(2) Design and Permitting of a Major Water Resource Project or Municipal Water Supply Reservoir:

a. Acted as the Engineer of Record on the design and permitting of a major water resource project or municipal water supply reservoir.

b. This project may be a high hazard or intermediate hazard dam project but may NOT be the same project identified in 10(a)(1) above.

c. A construction value of a least $25,000,000.

(3) Construction Management and/or Other Related Services for a High or Intermediate Hazard Dam Project:

a. Provided construction management and/or other related services for an earthen dam that is classified as a high-hazard or intermediate hazard dam based on federal guidelines or as a high hazard dam based on guidelines established by the state of Florida or any one of Florida’s five water management districts. Respondent will receive additional consideration if one of its engineers was also the Engineer of Record on the project cited.

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b. This similar project may be the same project identified in 10(a)(1) above.

c. A construction value of a least $25,000,000.

(4) Construction Management and/or Other Related Services for a Major Water Resource Project or Municipal Water Supply Reservoir:

a. Provided construction management and/or other related services for a major water resource project or municipal water supply reservoir.

b. This similar project may be the same project identified in 10(a)(2) above.

c. A construction value of at least $25,000,000.

For the qualifying similar projects, Respondent must provide all the information requested on the form. Respondent is cautioned to ensure that the contact information (names, email addresses, and phone numbers) is correct, and that the proposed contact is amenable to speak with District representatives and/or respond to a written inquiry. The District will contact the individuals named to verify the similar project information as it relates to this RFQ. If the information provided by Respondent is not of a similar nature, cannot be verified by the District, the proposed contact fails to provide a satisfactory client reference, or the proposed contact person fails to respond to the District’s inquiry or otherwise fails to provide evidence of Respondent’s successful completion of the project, Respondent’s Qualifications Submittal may be considered non-responsive. (Complete the District-provided forms).

(b) Permitting of Similar Project [submit under Tab 1]: Respondent must provide details for at least one of the similar projects cited under (a) above that demonstrates the successful attainment of the following permits:

1. Florida Department of Environmental Protection (FDEP) Environmental Resource Permit and

2. U.S. Army Corps of Engineers (USACE) 404 Permit.

Note: Complete the District-provided form: “Qualifications – Permit Documentation” as evidence of obtaining at least one permit from the FDEP or similar entity from a state other than Florida and at least one USACE 404 permit. Greater consideration will be given to those Respondents who have obtained permits from both FDEP and USACE. The permit(s) must have been obtained on behalf of one of the Similar Projects.

(c) Licenses [submit under Tab 2]: Respondent’s project manager and engineering staff, especially key personnel proposed for this project, must have an active professional engineering license in the state of Florida issued by the Florida Board of Professional Engineers. A copy of the professional engineering license(s) and other appropriate licenses must be included with the Qualifications Submittal. (Respondent-provided documentation – license)

(d) Engineering Experience [submit under Tab 2]: The qualifying licensed professional(s) employed by Respondent for the engineering work (Engineer of Record) must have at least 10 years of experience as a licensed professional engineer working on projects of a similar nature to those identified under paragraphs (a)(1) or (a)(2) or a combination of the two, prior to the date set for receipt of Qualifications Submittals. (Respondent-provided documentation to substantiate experience)

Irrespective of the minimum qualifications stated above, the District may make such investigations as it deems necessary to determine the ability of the Respondent to perform the Work. The District reserves the right to reject any Qualifications Submittal, if the evidence submitted by such Respondent and/or the District’s independent investigation of such Respondent fails to satisfy the District that such Respondent

- 14 -is properly qualified to carry out the obligations of the Agreement and complete the Work in a manner acceptable to the District within the time period specified.

11. DISQUALIFICATION OF RESPONDENTS

Any of the following causes will be considered as sufficient grounds for disqualification of a Respondent and rejection of the Qualifications Submittal:

(a) Contacting a District employee or officer other than the procurement employee named in this solicitation about any aspect of this solicitation before the notice of intended decision is posted.

(b) Submission of more than one Qualifications Submittal for the same subject matter by an individual, firm, partnership, or corporation under the same or different names.

(c) Evidence of collusion among Respondents.

(d) Submission of materially false information with the Qualifications Submittal.

(e) Information gained through checking of similar projects/client references or other sources which indicates that Respondent may not successfully perform the Work.

(f) Incomplete contractual commitment(s) to other persons or entities, which, in the sole judgment of the District, may hinder or prevent the prompt completion of the Work if awarded to Respondent.

(g) Respondent has failed or is failing to adequately perform on any contract with the District (regardless of whether or not such performance failure has been cured), including without limitation: (1) a material breach thereof; (2) a failure to complete work in a timely manner or within the contract price when such failure is attributable to the actions or inactions of Respondent or Respondent’s subconsultants or suppliers, which may or may not result in the District issuing a cure notice;

(3) substandard quality of work, which may or may not result in a violation of a law, regulation, or building code; (4) any failure to cooperate with the District during performance of the contract; or

(5) evidence of financial instability or irresponsibility, as may be indicated through notice of non-payment of claims or liens filed against Respondent’s bond or the District by Respondent’s subconsultants or suppliers.

(h) Respondent has defaulted on a previous contract with the District or other public entity, which may be evidenced by a successful claim on Respondent’s performance or payment bond due to the default.

(i) The evidence submitted by Respondent, or the District’s investigation of Respondent, fails to satisfy the District that Respondent is properly qualified to carry out the obligations of the Agreement in a manner acceptable to the District and within the time period specified.

(j) Any other cause that is sufficient to raise doubt regarding the ability of a Respondent to perform the Work in a manner that meets the District’s objectives for the Work.

12. REJECTION OF QUALIFICATIONS SUBMITTAL

Qualifications Submittals must be delivered to the specified location and received before the applicable opening date and time in order to be considered. Untimely submissions will be returned to the Respondent unopened. Qualifications Submittals will be considered irregular and may be rejected if they show material omissions, alterations of forms, additions not called for, conditions, limitations, or other material irregularities. The District reserves the right to waive any minor deviations or irregularities in an otherwise valid submission.

The District reserves the right to reject any and all submissions and cancel this RFQ when it determines, in its sole judgment and discretion, that it is not in its…