SOQ-2018-0273_Surveying_GIS_and_Infrastructure_Asset_Management_Solicitation_Document.pdf

PUR-F-601 Rev. 07/2017

City of Casselberry | Finance Department | Procurement Division 95 Triplet Lake Drive, Casselberry, Florida 32707

Phone: 407-262-7700, extension 1137 | Fax: 407-262-7746 Solicitation Number:

SOQ-2018-0273

STATEMENT OF QUALIFICATIONS (SOQ)

AS GOVERNED BY FLORIDA STATUTE 287.055

Due Date:

January 24, 2018

TITLE: Continuing Professional Services for Surveying, Geographic Information (GIS), and Infrastructure Asset Management on a Task Authorization Basis

To: All Prospective Proposers

From: Rhonda Ulmer, Procurement Administrator

Dear Potential Proposer:

The City of Casselberry, Florida, a municipal corporation existing under the laws of the State of Florida, herein after also referred to as the “City”, pursuant to the requirements set forth in the Consultant Competitive Negotiations Act (CCNA), Section 287.055, Florida Statutes; hereby announce that it is accepting written proposals from all qualified firms or individuals interested in providing the services generally described herein and as specified in the “Scope of Services” of this Statement of Qualifications (SOQ) document. The successful proposer(s) must demonstrate their qualifications, experience, availability, approach and work plan will best serve the overall needs of the City.

If you are interested in preparing a response to this SOQ, please read requirements carefully and complete the proposal in the manner as set forth in this SOQ document. Your response is considered a binding offer to perform in the manner described in the proposal response and shall remain a firm offer for a period not to exceed one hundred eighty (180) days from public opening. Also please be aware that, under the competitive proposal process, the stipulations set forth herein are fully binding on the proposer to the extent that you confirm acceptance by your signature on Attachment “F”, Acceptance of Proposal Terms and Conditions.

There will be no pre-proposal conference held for this project. Questions regarding this solicitation must be received in writing no later than January 12, 2018 at 3:00 P.M. Local Time. Responses to those questions considered material to the solicitation shall be distributed via formal addenda and posted to the City of Casselberry website: http://www.casselberry.org/index.aspx?NID=406 through the VendorLink® System.

All proposers are advised that under Chapter 119, Florida Statutes, all responses are deemed a public record and open to the public as provided for in said statute.

The City welcomes your response to this SOQ document. Proposals should be prepared in accordance with the SOQ instructions and will be evaluated by the City as stated in the evaluation section of this document. The City reserves the right to waive any formalities, to reject any or all proposals or to re-advertise for proposals for these services. The City may withdraw all or part of this SOQ at any time to protect the interests of the City. All proposers are asked to be thorough yet concise in their response. Failure to provide the response in the manner prescribed herein may be grounds for disqualification. Thank you for your interest in doing business with the City of Casselberry, Florida.

City of Casselberry, Florida | Procurement Division http://www.casselberry.org/index.aspx?NID=406

Phone: 407-262-7700, extension 1137 | Fax: 407-262-7746 Solicitation Number:

SOQ-2018-0273

STATEMENT OF QUALIFICATIONS (SOQ)

AS GOVERNED BY FLORIDA STATUTE 287.055

Due Date:

January 24, 2018

TITLE: Continuing Professional Services for Surveying, Geographic Information (GIS), and Infrastructure Asset Management on a Task Authorization Basis

TABLE OF CONTENTS

SECTION TITLE PAGE

NUMBER

1 Project Overview 3 2 Scope of Services and Technical Requirements 6 3 General Instructions 9 4 Proposal Schedule 15 5 Proposal Response, Criteria and Evaluation Point Values 15 6 Evaluation Process 19 7 General Terms and Conditions 24

ATTACHMENT TITLE PAGE

NUMBER

A Statement of No Proposal Submittal 35 B Insurance Requirements 36 C Conflict of Interest Statement 38 D Non-Collusion/Lobbying Certification 39 E Drug-Free Workplace Certification 40 F Acceptance of Proposal Terms and Conditions 41 G Addendum Receipt Acknowledgement Certification 42 H Organizational Information 43 I Proposed Schedule of Subcontractor Participation 44 J Contractor Certification Regarding Scrutinized Companies 45 K References 46 L Truth-in-Negotiations Certification 47 M Solicitation Response Identification Label 48

Phone: 407-262-7700, extension 1137 | Fax: 407-262-7746 Solicitation Number:

SOQ-2018-0273

STATEMENT OF QUALIFICATIONS (SOQ)

AS GOVERNED BY FLORIDA STATUTE 287.055

Due Date:

January 24, 2018

TITLE: Continuing Professional Services for Surveying, Geographic Information (GIS), and Infrastructure Asset Management on a Task Authorization Basis

SECTION 1. PROJECT OVERVIEW.

1.01 INTENT AND PURPOSE.

It is the intent of this solicitation to engage one (1) or more qualified firms to provide professional services for land surveying, geographic information system (GIS), and infrastructure asset management on a task authorization basis. The Proposer’s submittal must demonstrate both sufficient experience and an approach to work to address the requirements outlined in the scope of services.

The purpose of this competitive process is to ensure the City of Casselberry complies with Section 287.055 Florida Statutes known as the “Consultants’ Competitive Negotiation Act” (CCNA). The CCNA establishes contracting procedures by which municipalities must select architects, professional engineers, landscape architects, and surveyors and mappers (“Professional Firms”) for architectural, engineering, landscaping and mapping services (“Professional Services”). The CCNA process allows for professional firms to be chosen on quality of personnel, minority business enterprise consideration, past performance, willingness to meet time and budget requirements, location, workload, and volume of work previously awarded to each Professional Firm by the City.

1.02 BACKGROUND.

The City of Casselberry was incorporated in 1940, and is located at the crossroads where U.S. Highway 17-92 and State Road 436 intersect. Both of these roads are known for the substantial retail and multi-family development. The City is committed to redevelopment activities along U.S. Highway 17-92, including a mix of retail, government, residential and recreational activities.

Located just 20 minutes northeast of downtown Orlando, Casselberry’s city government is focused on meeting the needs of businesses looking to relocate and/or entrepreneurs who are seeking the right location to jump-start a new enterprise. One of the fastest growing areas in Metro Orlando, Casselberry is an exciting, thriving community in which to do business.

The City operates under a Commission/Manager form of government and provides a full range of services to include, police, the construction and maintenance of streets, sidewalks, parks, stormwater, wastewater, water and other infrastructure, engineering, planning and community development, code enforcement, general administration and support services, and recreational and cultural events. A quick City Snapshot (as of 2015, provided by the Casselberry Economic Development Office):

Area: 7.1 square miles Population: 27,527 Median Household Income: $41,776.00 18 Parks Over 24 Lakes Public Golf Course Voted “Best Workplace for Commuters” by the National Center of Transit Research

1.03 TERM OF AGREEMENT.

Phone: 407-262-7700, extension 1137 | Fax: 407-262-7746 Solicitation Number:

SOQ-2018-0273

STATEMENT OF QUALIFICATIONS (SOQ)

AS GOVERNED BY FLORIDA STATUTE 287.055

Due Date:

January 24, 2018

TITLE: Continuing Professional Services for Surveying, Geographic Information (GIS), and Infrastructure Asset Management on a Task Authorization Basis

It is anticipated an Agreement will be awarded for a five (5) term to begin upon approval and execution by the City; with the opportunity for additional one (1) year renewal periods when in the best interest of the City. The decision to seek renewals or extend the contract shall be at the sole discretion of the City. The successful proposer(s) shall be required to review the surveying, geographic information system (GIS), and infrastructure asset management services with the City on an annual basis.

A. Continuing Consultants Competitive Negotiation Act (CCNA) contracts are limited to projects in which construction cost do not exceed $2 million and when the fee for professional services does not exceed $200,000.00, pursuant to Florida Statute 287.055(2)(g), or as amended.

B. Services may not begin until after execution of the agreement and approval of all require documentation.

C. The City reserves the right to re-negotiate rates based on current market conditions during the term of the awarded agreement.

1.04 MINIMUM REQUIREMENTS.

In order to be considered, the firm must meet all of the following criteria:

A. The Proposer shall have been in business for a minimum of five (5) consecutive years and shall currently be licensed to perform services within the State of Florida. This requirement shall be based on the Solicitation’s due date. Copies of documentation demonstrating meeting this minimum requirement shall be submitted with your response. Examples of documentation may include, but not be limited to; local business tax receipts for three (3) years, corporation documents with date of inception, certificate of authority, etcetera.

1. If the business headquarters is located outside of the state of Florida, they shall currently be licensed to perform services in both their home state and the state of Florida; and shall have been in business for a minimum of five (5) consecutive years. This requirement shall be based on the Solicitation’s due date. Copies of documentation demonstrating meeting this minimum requirement shall be submitted with your response. Examples of documentation may include, but not be limited to, local business tax receipts for three (3) years, corporation documents with date of inception, certificate of authority, etcetera.

a. In this case the Proposer shall submit to Procurement a current Certificate of Authority, which is issued through the Department of State and in accordance with Florida Statute 607.1501, within ten (10) business days upon notice of intent to award.

2. The Proposer shall have held and maintained for a minimum of three (3) years a current State of Florida:

a. Business or Corporation shall hold a Certificate of Authorization as an Engineering Services Business; or

b. Individual shall hold a current a State of Florida Registered Professional Engineer as required by rule, and have authority to submit certified reports to state agencies (if applicable).

The proposer shall provide proof of the above minimum qualification by furnishing copies and or written documentation to substantiate meeting the requirements. Failure to provide said documentation with your

Phone: 407-262-7700, extension 1137 | Fax: 407-262-7746 Solicitation Number:

SOQ-2018-0273

STATEMENT OF QUALIFICATIONS (SOQ)

AS GOVERNED BY FLORIDA STATUTE 287.055

Due Date:

January 24, 2018

TITLE: Continuing Professional Services for Surveying, Geographic Information (GIS), and Infrastructure Asset Management on a Task Authorization Basis proposal shall be grounds for deeming your proposal unresponsive and removing it from further consideration. This is a non-negotiable item.

1.05 PERFORMANCE AND PAYMENT BONDS.

A Performance and Payment Bond is not required for this project.

Phone: 407-262-7700, extension 1137 | Fax: 407-262-7746 Solicitation Number:

SOQ-2018-0273

STATEMENT OF QUALIFICATIONS (SOQ)

AS GOVERNED BY FLORIDA STATUTE 287.055

Due Date:

January 24, 2018

TITLE: Continuing Professional Services for Surveying, Geographic Information (GIS), and Infrastructure Asset Management on a Task Authorization Basis

SECTION 2. SCOPE OF SERVICES AND TECHNICAL REQUIREMENTS.

2.01 SCOPE OF SERVICES.

From time to time, the City needs to retain professional consulting services professional services for land surveying, geographic information system (GIS), and infrastructure asset management. A described scope of work shall be developed for each study or service; and an individual task authorization will be assigned to accomplish the work. The size of the task authorization will be limited by the financial constraints imposed by Section 287.055, Florida Statutes, for professional services secured from a continuing contract.

The size of the task authorization will be limited by the financial constraints imposed by Section 287.055, Florida Statutes, for professional services secured from a continuing contract.

A. Section 287.055(g), Florida Statutes (2016); defines a “continuing contract” as follows:

A “continuing contract” is a contract for professional services entered into in accordance with all the procedures of this act between an agency and a firm whereby the firm provides professional services to the agency for projects in which the estimated construction cost of each individual project under the contract does not exceed $2 million, for study activity if the fee for professional services for each individual study under the contract does not exceed $200,000, or for work of a specified nature as outlined in the contract required by the agency, with the contract being for a fixed term or with no time limitation except that the contract must provide a termination clause.

Firms providing professional services under continuing contracts shall not be required to bid against one another.

B. The City does not guarantee the number of assignments, if any, or the dollar value of fees for tasks that may be assigned hereunder to any successful proposer. Any agreements resulting from this solicitation shall be non-exclusive and without limitation upon the City to obtain services from third parties as the City deems appropriate in its sole discretion.

C. Task Authorization Review and Approval Process.

1. The City will request written proposals from the successful proposer(s) for each individual project.

2. The Task Authorization is prepared and completed using Form Number: PUR-F-611, Task Authorization Order Form for Consultant Services; which will include a brief summary of the proposed project, identifying the proposed project manager and shall include at a minimum the following attachments:

a. Attachment “A”, Scope of Services [should be detailed and outline all tasks, deliverables, etcetera]

b. Attachment “B”, Price Breakdown [should be detailed to ensure pricing is pursuant to agreement]

c. Attachment “C”, Schedule and Milestones [should outline a start date, substantial completion date, end date, all milestones (i.e. 30%, 60%, 90% plans, etcetera) for deliverables]

Phone: 407-262-7700, extension 1137 | Fax: 407-262-7746 Solicitation Number:

SOQ-2018-0273

STATEMENT OF QUALIFICATIONS (SOQ)

AS GOVERNED BY FLORIDA STATUTE 287.055

Due Date:

January 24, 2018

TITLE: Continuing Professional Services for Surveying, Geographic Information (GIS), and Infrastructure Asset Management on a Task Authorization Basis

d. Attachment “D”, List of Sub-Contractors and/or Sub-Consultants [if applicable]

3. Task Authorizations will be assigned to the successful proposer(s) firms on an alternating basis while utilizing a fair and balanced approach but may consider a successful proposer’s specific qualifications based on the type of work requested, current workload, schedule, availability and expertise at the sole discretion of the City.

4. Task Authorizations approval shall be pursuant to the established Procurement Thresholds and/or as authorized and approved by the City Commission.

D. General Professional Services for Surveying, Geographic Information System (GIS), and

Infrastructure Asset Management.

Services and/or tasks required that may arise during the term of the contract, may include; but not be limited to, the following:

1. Traditional surveying services

2. Boundary surveys

3. Topographic surveys

4. As-built surveys

5. Hydrographic surveys

6. Mean High Water Line or Ordinary High Water Line surveys

7. Wetland line surveys

8. Tree surveys

9. Quantity surveys to determine material quantities

10. Construction layout (horizontal and vertical measurements for construction)

11. Control surveys (horizontal and vertical positions for support of subordinate surveys or mapping)

12. Preparation of legal descriptions and sketches of descriptions

13. Property, easement, and/or right of way research and/or preparation of related surveys and/or exhibits

14. Preparation of plats as needed

15. Reviewing all plats submitted to the City and signing plats as the “City Surveyor” as needed

16. Utility locating services

17. Special purpose surveys

18. Maintenance map surveys

19. Assistance with updating, implementing, and/or ensuring compliance with City surveying, as-built, and/or record-drawing requirements and standards

20. Assistance with selection, implementation, analysis, and/or maintenance of various telemetry equipment and related software

21. Installation and/or maintenance of lake or stream level gauges

22. Survey interpretation

23. Other surveying/mapping services as needed

24. Technical support (e.g., for GIS or asset management software)

25. Software training (e.g., ESRI ArcGIS and related software)

26. Assistance with ArcGIS software upgrades and other GIS software selection and/or installation

27. GPS and related equipment recommendations, setup, maintenance, and/or training

Phone: 407-262-7700, extension 1137 | Fax: 407-262-7746 Solicitation Number:

SOQ-2018-0273

STATEMENT OF QUALIFICATIONS (SOQ)

AS GOVERNED BY FLORIDA STATUTE 287.055

Due Date:

January 24, 2018

TITLE: Continuing Professional Services for Surveying, Geographic Information (GIS), and Infrastructure Asset Management on a Task Authorization Basis

28. QA/QC and/or editing of City’s GIS related to water, wastewater, reclaimed water, stormwater, streets, sidewalks, trees, various structures, and/or other infrastructure

29. Editing and/or QA/QC of City zoning, existing and future land use GIS data

30. Editing and/or QA/QC of City limits, parcel, and/or other GIS data

31. Various analyses using GIS

32. Metadata development and maintenance

33. Preparation of various GIS-based exhibits and maps

34. Scanning, digitization, georeferencing, and/or integration of plans, as-builts, and other records and information into GIS and/or asset management database

35. Transfer of CAD or other data into GIS and/or asset management database

36. Assistance with selection, implementation, and/or maintenance of asset management software

37. Pavement evaluation and/or database updates (including the City’s PAVER software database)

38. Field asset/infrastructure inventory (e.g., survey of existing structures and incorporating/updating related data in GIS)

39. Assistance with GIS integration with other City software or applications, including

QA/QC and/or updates to the City’s Land Management File to ensure consistency with GIS (such as the Seminole County situs shape file)

40. Application maintenance or development

41. Database maintenance or development

42. General consulting

43. Data hosting and remote services, including online GIS and, including the provision backup/redundancy measures to ensure that such services continue during emergencies, especially when such services may be required to be used by City Staff during emergencies.

44. Surveying, GIS, and asset management-related emergency services

45. Expert witness services (including advice, assistance, and possible court/administrative hearing appearances)

46. Other services that may be required

47. While it is anticipated the majority of efforts under this SOQ will primarily be conducted with the Public Works Department, this contract will be open to use by any City department including Community Development and Police. Therefore, there may be a variety of tasks solicited from a variety of perspectives and needs.

E. Key Personnel.

The successful proposer(s) shall appoint a single representative with whom the City of Casselberry shall coordinate all authorized work. This representative shall have the authority to transmit instructions, receive information, interpret and deliver decisions on behalf of the successful proposer(s). If this representative is to leave the firm for any reason, the City shall be notified in writing within fourteen (14) days after said person leaves the firm. A new representative should then assigned this role.

Phone: 407-262-7700, extension 1137 | Fax: 407-262-7746 Solicitation Number:

SOQ-2018-0273

STATEMENT OF QUALIFICATIONS (SOQ)

AS GOVERNED BY FLORIDA STATUTE 287.055

Due Date:

January 24, 2018

TITLE: Continuing Professional Services for Surveying, Geographic Information (GIS), and Infrastructure Asset Management on a Task Authorization Basis

SECTION 3. GENERAL INSTRUCTIONS FOR PROPOSAL DELIVERY AND PREPARATION.

3.01 OBTAINING THE SOLICITATION DOCUMENT.

The SOQ documents are available on-line and can be downloaded at no charge via VendorLink® on the City of Casselberry website: http://www.casselberry.org/index.aspx?NID=406. Register to download the solicitation documents and to receive notifications of Addenda. The City is not responsible for errors and omissions occurring in the transmission or downloading of any documents from these websites. In the event of any discrepancy between information on these websites and the hardcopy specifications, the terms of the hardcopy specifications shall prevail. For more information, email the Procurement Division procurement@casselberry.org. Important: The desire of the City to pursue proposals shall in no way obligate the City to compensate you for your efforts or to execute a contract with your firm.

3.02 ON-LINE SERVICE PROVIDER DISCLAIMER.

VendorLink® System has no affiliation with the City other than as a service that facilitates communication between the City and its vendors. VendorLink ® System is an independent entity and is not an agent or representative of the City. Communications to VendorLink® System do not constitute communications to the City.

3.03 SOLICITATION DOCUMENTS FROM THIRD PARTY PROVIDERS.

The City of Casselberry Procurement Division, its website and its service provider, VendorLink® System, are the only authorized sources of solicitation documents/forms. Solicitation documents/forms obtained from any other third party source may be an incomplete set of documents. Proposers using solicitation documents/forms obtained from any other third party source are advised to register with VendorLink to obtain a complete set of solicitation documents and to enable notification of required addenda.

Reproduction of these documents without the express permission of the City is prohibited.

3.04 PRE-PROPOSAL CONFERENCE.

There will be no pre-proposal conference for this project.

IMPORTANT NOTE: It is imperative that all proposers have a clear understanding of the scope of services requirements. As such, the City reserves the right to schedule a pre-proposal conference.

Therefore, in the event a mandatory pre-proposal conference is required and/or subsequently scheduled, attendance will be a pre-requisite for submitting a proposal; and proposals will only be accepted from those who are represented at a mandatory pre-proposal conference. Attendance at the pre-proposal conference will be evidenced by the proposer’s/representative’s signature on the attendance roster. In the event of a mandatory pre-proposal conference, the time, date, and location of the meeting will be noted in the released Addendum notifying such requirement. Please plan your travel time accordingly.

3.05 INTERPRETATION AND QUESTIONS.

All questions relating to this SOQ document must be in writing and hand-delivered or delivered electronically through email to the attention of the below named individual who serves as the official point of contact for this solicitation no later than the date and time as set forth on Page 1.

Phone: 407-262-7700, extension 1137 | Fax: 407-262-7746 Solicitation Number:

SOQ-2018-0273

STATEMENT OF QUALIFICATIONS (SOQ)

AS GOVERNED BY FLORIDA STATUTE 287.055

Due Date:

January 24, 2018

TITLE: Continuing Professional Services for Surveying, Geographic Information (GIS), and Infrastructure Asset Management on a Task Authorization Basis

Rhonda Ulmer, Procurement Administrator City of Casselberry Procurement Division

95 Triplet Lake Drive, 2nd Floor Casselberry, Florida 32707

Phone: (407) 262-7700, extension 1137 Email: rulmer@casselberry.org

A. It is the proposer’s responsibility to become familiar with and fully informed regarding the terms, conditions and specifications of this SOQ solicitation. Lack of understanding and/or misinterpretation of any portions of this SOQ solicitation document shall not be cause for withdrawal of your SOQ response after opening or for subsequent protest of award. Proposers must contact the Procurement Division prior to proposal opening, should clarification be required.

B. Any interpretations, clarifications, or changes will be made in the form of written addenda issued by the Procurement Division.

C. Any oral communications will not be authoritative and will not be binding on the City.

D. It is the sole responsibility of the proposer to contact the Procurement Division prior to submitting a proposal to ascertain if any addenda have been issued, to obtain all such addenda, and to return executed addenda with each proposal.

E. Addenda will be available to all proposers and will be uploaded to VendorLink® on the Procurement website at: www.casselberry.org/index.aspx?NID=406.

3.06 PREPARATION AND FORMAT.

Proposals should be prepared in a clear and concise manner to meet the requirements of the SOQ.

Emphasis should concentrate on conformance to the SOQ instructions, responsiveness to the requirements, as well as completeness and clarity of content.

3.07 PAGE LIMITATION.

Proposal packages shall be limited to not more than 50 PAGES, printed on a single side of paper, with a font no less than twelve (12) point. Note: Required attachments and forms will not be counted in the 50 page limitation.

3.08 COMPLETENESS.

Proposals shall contain the information as required in this solicitation. Failure to submit all information as requested may result in a lowered evaluation score of the proposal. Proposals that are substantially incomplete or lack key information may be rejected by the City. The following list details the appropriate proposal format:

A. Selection dividers with tabs labeled. Tab “A” through Tab “E”, to identify each required criteria in Section 5.

B. All attachments shall be placed under the appropriate tab for that sub-section.

C. Currently valid Certificates of Insurance, and Local Business Tax Receipt shall be placed under

Tab “A” of your proposal.

mailto:rulmer@casselberry.org

Phone: 407-262-7700, extension 1137 | Fax: 407-262-7746 Solicitation Number:

SOQ-2018-0273

STATEMENT OF QUALIFICATIONS (SOQ)

AS GOVERNED BY FLORIDA STATUTE 287.055

Due Date:

January 24, 2018

TITLE: Continuing Professional Services for Surveying, Geographic Information (GIS), and Infrastructure Asset Management on a Task Authorization Basis

3.09 JOINT VENTURES.

All proposers intending to submit a proposal as a Joint Venture are required to have filed proper documents with the Florida Department of State, the Division of Professions, Construction Licensing Board and/or any other state or local licensing Agency prior to submitting a proposal response. Please refer to Section

489.119 Florida Statutes.

Joint Venture Firms must provide an affidavit attesting to the formulation of a joint venture and provide either proof of incorporation as a joint venture or a copy of the formal Joint Venture Agreement between all joint venture parties, indicating their respective roles, responsibilities and levels of participation for the project.

3.10 CORPORATE STANDING AND AUTHORIZED SIGNATORY.

The proposer must demonstrate that the company is in good standing and that the person signing this proposal is an Authorized Signatory on behalf of the proposer to sign proposals, negotiate and/or sign contracts, agreements, amendments and related documents to which the proposer will be duly bound. The proposer must provide a copy of the State Certificate of Good Standing/Articles of Incorporation listing the officers of the company. In addition to the aforementioned documents the proposer must include necessary information to verify the individual signing this proposal/bid and or any contract document has been authorized to bind the corporation. Examples include:

A. A copy of your Articles of Incorporation listing the approved signatories of the corporation.

B. A copy of a resolution listing the members of staff as authorized signatories for the company.

C. A letter from a corporate officer listing the members of staff that are authorized signatories for the company.

D. Please include this information under Tab “D” of your proposal.

3.11 PROPRIETARY INFORMATION.

A. In accordance with Chapter 119 of the Florida Statutes (Public Records Law); and except as it may be provided by other applicable State and Federal Law, all Proposers should be aware the Statement of Qualifications (SOQ) solicitation and the responses thereto are in the public domain.

Proposers are requested to identify specifically any information contained in their Proposals which they consider confidential and/or proprietary and which they believe to be exempt from disclosure, citing specifically the applicable exempting law.

B. A generic notation that information is “confidential” is not sufficient. Failure to provide the Procurement Division with a detailed explanation and justification including statutory cites and specific reference to your Proposal detailing what provisions, if any, you believe are exempt from disclosure, may result in your entire Proposal being subject to disclosure in accordance with Chapter 119 of the Florida Statutes.

3.12 PROPOSAL REPRODUCTION.

Please submit six (6) copies of the proposal package, one (1) unbound original and five (5) bound copies.

The submittal MUST also include a single CD-ROM or memory stick containing the entire submittal formatted to be read with Microsoft® software products or Adobe® PDF software.

Phone: 407-262-7700, extension 1137 | Fax: 407-262-7746 Solicitation Number:

SOQ-2018-0273

STATEMENT OF QUALIFICATIONS (SOQ)

AS GOVERNED BY FLORIDA STATUTE 287.055

Due Date:

January 24, 2018

TITLE: Continuing Professional Services for Surveying, Geographic Information (GIS), and Infrastructure Asset Management on a Task Authorization Basis

3.13 PROPOSAL SUBMITTAL AND DELIVERY.

A. Sealed proposals must be received in the City’s Procurement Division no later than 2:00 P.M.

Local Time on the due date as specified herein. Proposals received after the stated date and time will not be accepted and will be returned unopened. The City will not be responsible for any bid/proposal delivered incorrectly or to the wrong address or location, no exceptions will be made.

Proposals shall be submitted and delivered to the below address in a sealed, opaque envelope or packaging material, plainly marked on the outside with the following:

City of Casselberry Procurement Division 95 Triplet Lake Drive, 2nd Floor Casselberry, Florida 32707 RE: Solicitation SOQ-2018-0273 Solicitation Title: Continuing Professional Services for Surveying, Geographic Information

System (GIS), and Infrastructure Asset Management on a Task Authorization Basis

Opening: (include due date and time) Attention: Rhonda Ulmer, Procurement Administrator

For your convenience, Attachment “M”, Solicitation Response Identification Label has been provided to properly identify and affix to your SOQ response.

B. If submitted by mail, the Proposal submittal shall be enclosed in a sealed envelope addressed to the designated Procurement Administrator. Proposals submitted by mail must be received by the Procurement Division by the time specified herein for the opening thereof.

1. Please be advised that United States Postal Service (USPS) Express and Priority service class; are delivered to the City once daily. Accordingly, in order for a submission to be received by the Procurement Division when the services of the USPS are used, a proposer or bidder is responsible for ensuring that their submittal is transmitted in such manner as necessary for the USPS to receive, sort, and deliver to the City by the submittal due date and time.

2. The City only collects other USPS mail one (1) time per day upon opening of the local Post Office branch, which is then sorted by the City for delivery to the Procurement Division and other City departments. Submissions arriving at the USPS after the initial pick-up by the City will be placed in the City’s call-box for pick-up and will not be delivered to or received by the Procurement Division until the next business day.

3. When using the USPS or any other mail delivery services, it is the sole responsibility of the Proposer to ensure that Proposals are received in the Procurement Division by the due date and time. The City shall not be responsible for delays caused by any occurrence.

3.14 IMPROPER IDENTIFICATION AND TIMELINESS.

The City is not responsible for the failure of a proposer or the proposer’s agent to submit responses in a timely manner or for a proposal that is not properly addressed or identified. Proposal delivery by electronic means, such as facsimile and e-mail, is not allowed.

Phone: 407-262-7700, extension 1137 | Fax: 407-262-7746 Solicitation Number:

SOQ-2018-0273

STATEMENT OF QUALIFICATIONS (SOQ)

AS GOVERNED BY FLORIDA STATUTE 287.055

Due Date:

January 24, 2018

TITLE: Continuing Professional Services for Surveying, Geographic Information (GIS), and Infrastructure Asset Management on a Task Authorization Basis

3.15 PUBLIC OPENING OF PROPOSALS.

Proposals will be announced publicly by the Procurement Division on the due date and time or as soon thereafter as possible. Only the names of the respondents and verification of bond submittal, if applicable, will be publicly announced. Sealed bids, proposals, or replies received by an agency pursuant to a competitive solicitation are exempt from s. 119.07(1) and s. 24(a), Article I of the State Constitution until such time as the agency provides notice of an intended decision or until 30 days after opening the bids, proposals, or final replies, whichever is earlier. All other information will be subject to Florida’s Open Government Laws to Public Contracting.

3.16 WITHDRAWAL OF PROPOSALS.

Proposals may not be withdrawn for a period of one hundred eighty days (180) days after the public opening date.

3.17 OWNERSHIP OF DOCUMENTS.

All documents resulting from this SOQ solicitation shall become the sole property of the City. All Proposals received from proposers in response to the SOQ solicitation will become the property of the City and will not be returned to proposers. In the event of an award, all documentation produced as part of the Contract will become the exclusive property of the City.

A. Drawings, specifications, designs, models, photographs, reports, surveys, calculations, and other data provided in connection with this SOQ solicitation and/or awarded agreement as a result of this solicitation process; are and shall remain the property of the City whether the project for which they are made is executed or not. Such finished or unfinished documents, data, calculations, studies, surveys, specifications, drawings, maps, models, photographs and reports prepared by the successful proposer(s) shall be delivered by the successful proposer(s) to the City at the conclusion of the project or the termination of the successful proposer(s)’ services.

B. When such documents are provided to other parties, the successful proposer(s) shall ensure return of the City’s property by collecting a deposit equal to the cost of reproduction.

3.18 GSA STANDARD FORM SF-330.

The City will use the U.S. General Services Administration (GSA) federal Standard Form SF-330 for the purpose of evaluating the qualifications of proposers. Please include the completed form in its entirety as outlined in the solicitation document. Please ensure you include the appropriate section under the corresponding Tab as outlined in the solicitation document. This form can be obtained from the GSA Forms Library website: https://www.gsa.gov/portal/forms/type/TOP; it is typically listed under the “Top Forms” and is also available under the Standard Forms menu. The selection of the successful proposer(s) will be based on the information provided in this form and additional requirements as outlined in this SOQ solicitation document.

A. Requirements for SF-330 Sections D, E, F and G.

1. SF-330 Section D: This chart shall include the entire project team. The Key Personnel stated in Section E shall match the Organizational Chart. This section should not exceed one (1) page.

2. SF-330 Section E: Include a Section E for each key person anticipated to be assigned to https://www.gsa.gov/portal/forms/type/TOP

Phone: 407-262-7700, extension 1137 | Fax: 407-262-7746 Solicitation Number:

SOQ-2018-0273

STATEMENT OF QUALIFICATIONS (SOQ)

AS GOVERNED BY FLORIDA STATUTE 287.055

Due Date:

January 24, 2018

TITLE: Continuing Professional Services for Surveying, Geographic Information (GIS), and Infrastructure Asset Management on a Task Authorization Basis this project if your firm is awarded an agreement. Complete the form in its entirety; should not exceed three (3) pages per Resume.

3. SF-330 Section F: Include a Section F for each project used to represent your firm’s experience on similar projects as outlined in this solicitation document. The timeframe identified for this requirement is five (5) years. This requirement is based on the experience of the Principal and not the Principal’s staff performing the services. At least one (1) of the identified Key Personnel shall have participated in each project referenced. Please include minimum of five (5) project examples. Do not exceed ten (10) example projects in total.

a. Respondents are encouraged to submit representative projects for the services requested as outlined in this solicitation document.

b. Submission of projects not similar to the services requested here may result in the loss of points awarded to a proposer.

4. SF-330 Section G: Indicate the involvement of those key personnel that may be assigned to this project in the Section F – Example Projects. At least one (1) of the identified Key Personnel shall have participated in each example project.

B. City’s Exceptions to SF-330.

When completing the Standard Form 330, the following exceptions to the standard instructions should be followed:

1. SF-330 Section H: Describe your firm’s experience working with other municipalities over the past five (5) years performing services relevant to those required in the scope of services herein.

C. NOTE: Failure to provide all information requested on each form may result in the rejection of your proposal, or a reduction in evaluation points at the sole discretion of the City.

Phone: 407-262-7700, extension 1137 | Fax: 407-262-7746 Solicitation Number:

SOQ-2018-0273

STATEMENT OF QUALIFICATIONS (SOQ)

AS GOVERNED BY FLORIDA STATUTE 287.055

Due Date:

January 24, 2018

TITLE: Continuing Professional Services for Surveying, Geographic Information (GIS), and Infrastructure Asset Management on a Task Authorization Basis

SECTION 4. SOQ SOLICITATION PROCESS SCHEDULE.

4.01 TENTATIVE SCHEDULE.

Tentative Schedule

Task Date

SOQ Released to General Public December 11, 2017 SOQ Pre-Proposal Meeting (if applicable) N/A Deadline for Questions by Interested Parties January 12, 2018, 3:00 PM Proposal Due Date and Opening January 24, 2018, 2:00 PM Evaluation and Selection January/February 2018 Presentations, if required February 2018 City Commission or City Manager Approval of Contract February 2018

SECTION 5. PROPOSAL RESPONSE, CRITERIA, AND EVALUATION POINT VALUES.

5.01 EVALUATION CRITERIA.

Evaluation Criteria

Tab Assignment Category Maximum Weight A Firm’s Qualifications and Experience 35 B Similar Projects/References 35 C Project Approach 25 D SOQ Solicitation Response Required Forms 5 E Additional Information 0

MAXIMUM TOTAL POINTS

5.02 FIRM QUALIFICATIONS AND EXPERIENCE – TAB “A”

A. Letter of Transmittal. Provide a letter of transmittal, no longer than two (2) pages, signed by an authorized representative of the proposer, including a brief description of your firm’s location, organization structure, and philosophy. (This section is not included in the overall proposal fifty

(50) page count)

Phone: 407-262-7700, extension 1137 | Fax: 407-262-7746 Solicitation Number:

SOQ-2018-0273

STATEMENT OF QUALIFICATIONS (SOQ)

AS GOVERNED BY FLORIDA STATUTE 287.055

Due Date:

January 24, 2018

TITLE: Continuing Professional Services for Surveying, Geographic Information (GIS), and Infrastructure Asset Management on a Task Authorization Basis

B. Experience of Key Personnel. Identify and include qualifications of specific individuals to be assigned to the project (include names, contact information, and resumes) and specify which services each of the individuals will provide to the City.

C. Ability to Service the City and use of Sub-Contractors or Other Firms. List all prime and key subcontractor firms.

D. NOTE: In order to provide the necessary information as requested pursuant to Section 5.02(B) and (C) above; please include GSA Form SF-330, Part I, Sections A, B, C, D, and E under Tab “A” of your solicitation response.

E. Litigation. Please list any past and/or pending litigation or disputes relating to the work described herein that your firm has been involved in within the last five (5) years. The list shall include each project name and the nature of the litigation.

F. Financial Information. Provide an official letter from the proposer’s financial institution detailing the financial status of the proposer. The letter shall include a contact name, address, phone number, and fax number. The failure to produce financial requirements may be grounds for disqualification of your proposal response. Additional credit information, including but not limited to; audited financial statements, pro forma issues, or annual reports may be requested from the top-ranked proposers at the sole discretion of the City.

5.03 SIMILAR PROJECTS – TAB “B”

A. To demonstrate experience and success in conducting similar work, the proposer shall complete and submit GSA Form SF-330, Part I, Sections F, G, and H concentrating only on those projects completed within the last five (5) years or currently underway by the proposer’s firm. Please provide a minimum list of five (5) projects, where multiple team members worked together, if possible, illustrating the proposed team’s qualifications for performance pertaining to this project.

The City does not request nor require an amount greater than ten (10) projects be submitted. Your firm will not be penalized if more than ten (10) projects are provided as part of your response;

however, submitting more than ten (10) projects will not provide your firm an advantage during the evaluation process.

B. Describe any significant or unique awards received or accomplishments made in previous, similar projects.

NOTE: Please do not include projects completed or currently underway with the City of Casselberry.

5.04 PROJECT APPROACH – TAB “C”

A. State your firm’s technical approach to a typical project and the interpretation of the scope of services required. Please include a typical project’s management plan, interpretation of the scope and the method of approach for a typical project.

B. Define the adequacy of resources, including personnel, labor, equipment and supply resources, and other requirements to provide the requested services.

C. Provide a typical response time and/or project implementation schedule for proposed services including any management and planning strategies.

D. Provide information regarding any proposed innovative concepts that may enhance the value and quality of the services to be performed.

Phone: 407-262-7700, extension 1137 | Fax: 407-262-7746 Solicitation Number:

SOQ-2018-0273

STATEMENT OF QUALIFICATIONS (SOQ)

AS GOVERNED BY FLORIDA STATUTE 287.055

Due Date:

January 24, 2018

TITLE: Continuing Professional Services for Surveying, Geographic Information (GIS),

5.05 SOQ SUBMITTAL REQUIRED FORMS – TAB “D”

Proposers shall include all applicable and duly executed forms under this section.

A. GSA SF-330 Form. Proposers shall complete GSA SF-330 Form as outlined in the solicitation document and submit GSA Form SF-330, Part II under Tab “D” of your solicitation response.

Non-inclusion of this form completed shall deem your proposal as non-responsive and as such will be removed from further consideration.

B. Insurance Certificates. Provide copies of your current liability, professional liability and workers’ compensation Certificates of Insurance. The successful proposer(s) will be required to provide Certificate(s) of Insurance evidencing coverage as required in Attachment “B”, Insurance Requirements within five (5) business days of the notification of intent to award.

Note: Policies other than Workers’ Compensation shall be issued only by companies authorized to conduct business in the State of Florida, with active certificates of authority issued by the State of Florida, Department of Insurance.

C. Conflict of Interest. Proposers must provide disclosure of any potential conflict of interest due to any other clients, contracts, or property interests for this project only. Proposers must complete and submit with their response Attachment “C”, Conflict of Interest Statement and have it notarized certifying that no member of your firm ownership, management, or staff has a vested interest in any aspect of this solicitation or any department within the City of Casselberry.

D. Non-Collusion/Lobbying Certification. Proposers must complete and submit with their response Attachment “D”, Non-Collusion/Lobbying Certification and have it notarized.

E. Drug Free Workplace Certification. If applicable, Proposers must complete and submit with their response Attachment “E”, Drug Free Workplace Certification and have it notarized.

F. Acceptance of SOQ Terms and Conditions. Proposers shall complete Attachment “F” Acceptance of Proposal Terms and Conditions Certification and have it notarized. An authorized signatory shall sign [page 50] attesting to knowledge of scope of services, committing to the prices as negotiated, and acceptance of the terms and conditions. This form must be notarized. As stewards of public funds, the City maintains all adopted budgetary parameters in the performance of its contracts. The ability of the successful proposer to maintain a sense of fiscal responsibility shall be favorably considered in the evaluation of proposals.

G. Addenda Acknowledgement. If applicable, Proposers must complete and submit with their response Attachment “G”, Addendum Acknowledgement.

H. Corporate Standing and Authorized Signatories. Proposers must provide a copy of the State Certificate of Good Standing/Articles of Incorporation listing the officers of the company. Please complete and comply with Attachment “H”, Organizational Information and provide one of the forms of evidence of Signatory Authority listed in Section III, (I) Corporate Standing and Authorized Signatories.

I. Sub-Contractors. Proposers must list any sub-contractors that shall be used to accomplish the scope of services. Please complete and Submit Attachment “I”, Schedule of Proposed Subcontractor Participation. If no subcontractors are going to be used, check the box for “No Subcontracting (of any kind) will be utilized on this project” at the top of the form.

J. Scrutinized Companies Certification. If applicable, Proposers must complete and submit with their response Attachment “J”, Contractor Certification Regarding Scrutinized Companies.

K. References. Proposers must list five (5) references resulting from projects which were performed

Phone: 407-262-7700, extension 1137 | Fax: 407-262-7746 Solicitation Number:

SOQ-2018-0273

STATEMENT OF QUALIFICATIONS (SOQ)

AS GOVERNED BY FLORIDA STATUTE 287.055

Due Date:

January 24, 2018

TITLE: Continuing Professional Services for Surveying, Geographic Information (GIS), and Infrastructure Asset Management on a Task Authorization Basis within the last three (3) years. Proposers shall complete and submit with their response Attachment “K”, References.

L. Truth-In-Negotiations Certification. Proposers must complete and submit with their response Attachment “L”, Truth-in-Negotiations Certification and have it notarized.

M. Local Business Tax Receipt. Provide a copy of your Local Business Tax Receipt. In accordance with section 205.065, Florida Statutes, a current Department of Professional Regulation certificate may be provided in lieu of a Local Business Tax Receipt, with a copy of the corresponding Occupational License of the home state, county, or city.

N. Proof of Licenses/certification. Please include copies of applicable licensure/certification, including; but not limited to:

1. Provide proof of proper State of Florida business licensure and professional certification(s)/registration(s) in the State of Florida.

2. Provide proof of corporate registration to operate in the State of Florida by the Department of State, Division of Corporations. Information concerning certification can be obtained at: http://dos.myflorida.com/sunbiz/. Please note: certification must be on active status only.

O. W-9 Form. Proposers that have not done business with the City or have not provided a W-9 within the last two (2) years must submit a W-9 with their proposal.

5.06 ADDITIONAL INFORMATION – TAB “E”

Proposer shall include a list of the firm’s professional and technical personnel hourly rate schedule.

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http://dos.myflorida.com/sunbiz/

Phone: 407-262-7700, extension 1137 | Fax: 407-262-7746 Solicitation Number:

SOQ-2018-0273

STATEMENT OF QUALIFICATIONS (SOQ)

AS GOVERNED BY FLORIDA STATUTE 287.055

Due Date:

January 24, 2018

TITLE: Continuing Professional Services for…