SOQ-25-042_OSISoft PI.pdf

STATEMENT OF QUALIFICATIONS

FOR THE

SOUTH PLATTE RENEW

OSIsoft PI Professional Services

FOR

THE CITY OF ENGLEWOOD, COLORADO

SOQ NO: 25-042

SOQ ISSUANCE DATE: August 14, 2025

STATEMENT OF QUALIFICATIONS #25-042

OSIsoft PI Professional Services August 14, 2025

Contents

Section 1 INTRODUCTION

1.1 Statement of Purpose

1.2 Procurement Schedule

Section 2 OVERVIEW / STATEMENT OF WORK

2.1 SPR Background

2.2 Scope of Services

Section 3 PROPOSAL SUBMITTAL REQUIREMENTS

3.1 Submittal Place and Deadline

3.2 Submittal Format

3.3 Submittal Content

3.3.1 SOQ Narrative

3.3.2 Appendix A – Resumes and Supporting Documents

3.3.3 Appendix B - Termination for Default, Criminal Convictions, and Debarment

Section 4. STATEMENT OF QUALIFICATION EVALUATION AND SELECTION

4.1 General

4.2 Selection Process Overview

4.3 Responsiveness

4.4 Evaluation Criteria

Section 5 CONDITIONS FOR CONSULTANTS

5.1 Conflict of Interest

5.2 Rights of the City

5.3 Obligations to Keep the Project Team Intact

5.4 Additional Conditions

5.5 Addenda

Attachment A Affidavit of Authenticity

August 14, 2025

Section 1 INTRODUCTION

1.1 Statement of Purpose

The City of Englewood (“the City” or “City”) is soliciting Statements of Qualifications (SOQ) from qualified Consultants (“Consultant”) interested in OSIsoft PI Professional Services for

SOUTH PLATTE RENEW (SPR).

This is not an Invitation to Bid for a specific project and does not guarantee issuance of any work.

All work will be primarily located at the SOUTH PLATTE RENEW (SPR) facility.

The City invites Consultants to submit SOQs according to the requirements set forth in the SOQ.

SOQs in response to this Solicitation must be submitted to the individual before 2:00 PM MST, September 11, 2025. SOQs must be fully compliant with the requirements contained within this

SOQ.

The selected Consultant will be asked to enter into a contract with the City, with up to four (4) one-year renewals.

Mr. Brian Pritekel will serve as the City’s Project Manager (PM) and will administer the City’s contract with the selected firm for the City. All questions during the procurement period should be directed in writing to:

Alyssa Hoffman

South Platte Renew

2900 South Platte River Drive

Englewood, CO 80110 procurement@englewoodco.gov

No interpretation of this SOQ will be provided to any Consultant verbally. To be given consideration, such requests must be submitted prior to the due date identified in 1.2 Procurement

Schedule.

No oral communications from the City Contact, or any other individual representing or purporting to represent the City, are binding. Consultants are restricted from contact with City staff (includes

City of Littleton, City of Englewood, and SPR) or any public official of these organizations, other than the City Contact listed above, regarding the SOQ during the procurement process. A violation of this provision may result in disqualification of the Consultant.

mailto:bpritekel@englewoodco.gov

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1.2 Procurement Schedule

The City reserves the exclusive right to select a consultant for award of a Contract. The City also reserves the exclusive right to reject any or all SOQs, at its sole discretion and with or without cause, at any time throughout the selection process. The City may also waive formalities in the selection process as it deems appropriate.

The following is the procurement schedule for the remainder of the selection process of this SOQ:

Statement of Qualification Posted August 14, 2025

Deadline for Questions August 28, 2:00 PM MST

Issue Final Addendum September 4, 2025

Proposal Submission Due Date September 11, 2025 2:00 PM MST

August 14, 2025

Section 2 OVERVIEW / STATEMENT OF WORK

2.1 SPR Background

South Platte Renew (SPR) operates the third-largest water resource recovery facility (WRRF) in

Colorado, which has a permitted capacity of 50 million gallons per day (mgd). SPR collects all of its critical data from the process control systems within the facility in the Process Information (PI)

System. The PI System is used to connect and transfer data to the Hach WIMS and HMI systems.

This includes but is not limited to flow rates, pressures, levels, motor data, runtimes, amperages, dissolved oxygen, pH, and more. This data is stored in the PI System 24 hours per day, 365 days per year. The SPR PI license has 6,000 tags, of which approximately 3,500 are being used. As the facility moves toward implementing additional automation, there will be an increased need for staff to utilize and become proficient in these tools.

OSIsoft is the manufacturer of the PI System used at the facility, and though OSIsoft has Colorado based sales representatives, their local technical representatives are limited. SPR is seeking a consultant who is a certified OSIsoft System Integrator and can provide technical and professional support for SPR’s PI System needs, as well as provide training to staff.

2.2 Scope of Services

SPR seeks a qualified consultant to provide technical and professional support services for the PI

System. Consultant shall provide all supervision, labor, materials, equipment, and incidentals necessary to accomplish the scope of work. Services shall include, but are not limited to the following:

• Maintenance, upgrade, and update to the PI System and associated virtual servers

• Data repair

• Assist in the deployment of associated PI System tools such as PI Data Archive, PI

Interfaces, PI Asset Framework, PI Vision, and PI Datalink

• Integration of the PI System data into Microsoft Power BI analytics

• Assist with building PI Vision dashboards

• Conduct training for SPR staff on use, build out, and other PI System tools

• Make recommendations on which tools are best suited for SPR needs

• On-call availability

• Local support

Services shall be provided by the selected consultant on an as-needed, non-exclusive basis. No minimum dollar amount or number of tasks are guaranteed by the City.

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Section 3 PROPOSAL SUBMITTAL REQUIREMENTS

3.1 Submittal Place and Deadline

The SOQ must be received by the City Project Manager before the due date and time specified in

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Each Firm assumes full responsibility for timely delivery of its Proposal. Any SOQ received after the submittal deadline will be deemed non-responsive and returned unopened.

SOQ must be submitted via BidNet.

SUBMISSION OF RESPONSES: The response must be received before September 11, 2025 MST prior to 2:00 pm (MST) as specified in this Solicitation. It is the responsibility of the Consultant to ensure that electronic submittals are received prior to the closing time specified.

Electronic submissions will be accepted online via Rocky Mountain E-Purchasing Systems

(RMEPS), www.bidnetdirect.com/colorado. Questions or technical difficulties should be directed to the website’s Vendor Support Team, (800) 835-4603, option 2.

The City of Englewood utilizes the Rocky Mountain E-Purchasing (Bidnet) SYSTEM for all electronic solicitation submittals. It is the Consultants’ responsibility to ensure the submittal process is started with enough time to meet the 2:00 pm deadline; for example: do not start the upload and submittal process at 1:50 pm with the expectation that your submittal will be received by the City prior to the 2:00 pm deadline. If the Consultant experiences any problems, has questions or technical difficulties, PLEASE contact the Bidnet Vendor Support Team, (800) 835-

4603, option 2. If Bidnet is unable to resolve the problem, contact the procurement agent (contact information in Introduction) by 1:45 pm for a submittal resolution.

Proposals may be amended or withdrawn only by written notice prior to the Proposal opening.

Amendments or withdrawals received after the Proposal opening will not be effective, and the original Proposal submitted will be considered. The Firm agrees that its Proposal will not be withdrawn within ninety (90) calendar days following opening of the Proposals, and that during such time its Proposal will remain firm and irrevocable. The City reserves the right to reject any or all Proposals, and to waive any technical defects in Proposals.

The City reserves the right to request clarification of information submitted and to request additional information of one or more Firms after the Proposal Submission Due Date.

3.2 Submittal Format

The SOQ must be submitted using BidNet as a searchable PDF format with bookmarks. No hard copies of the Proposal will be accepted by SPR.

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SUBMISSION OF RESPONSES: The response must be received before the due date and time as specified in this Solicitation. It is the responsibility of the Consultant to ensure that electronic submittals are received prior to the closing time specified.

The SOQ must not exceed two (2) pages. A font size similar in size to 11-point Times New Roman font must be used in the SOQ.

3.3 Submittal Content

The SOQ must follow the format as described in Sections 3.3.1-3.3.3:

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3.3.1 SOQ Narrative

The content requirements set forth in this request for qualifications should be synthesized in a narrative discussion of the Consultant’s education, training, experience, and skills as it relates to the Scope of Services and desirable qualifications listed above. The SOQ serves as documentation of each Consultant’s ability to present information clearly and concisely in writing. The SOQ should explain in detail why the Consultant believes their knowledge, skills, and abilities could apply towards this position.

Any Consultant who submits information that is determined by the City, in its sole opinion, to be substantially inaccurate, misleading, exaggerated, or incorrect may be disqualified from consideration.

3.3.2 Appendix A – Resumes and Supporting Documents

Supporting documents such as resumes, letters, and marketing materials will not take the place of the Statement of Qualifications but can be added as Appendix A to the SOQ. It is the Consultant’s responsibility to modify such materials so that only directly relevant information is included.

3.3.3 Appendix B - Termination for Default, Criminal Convictions, and Debarment

Provide the following information with respect to the firm's Key Personnel and subcontractors:

a. Identification of any contract that has been terminated for default within the last five (5) years.

b. Identification of any criminal conviction, and any violation of any federal, state, or local statute or regulation, or of any court order addressing or governing antitrust, public contracting, employment discrimination, false claims, or prevailing wages within the last five (5) years.

c. Identification of any debarment, or any consideration for debarment, on public contracts by the federal, state, or local government, or by any agency of such government within the last five (5) years.

Provide a position and response on the matters identified and how such matters could impact the provided services.

The City will evaluate the facts and may, at its sole discretion, reject the SOQ if the facts discovered indicate that completion of the services may be impacted.

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Section 4. STATEMENT OF QUALIFICATION

EVALUATION AND SELECTION

4.1 General

The SOQ will be reviewed and evaluated by the City’s Selection Committee (with assistance provided by other outside advisors, if desired by City) according to the requirements and criteria outlined herein. During the SOQ evaluation process, written questions or requests for clarification may be submitted to one or more Consultants regarding its SOQ or related matters. Failure to respond in a timely manner to any such questions or requests may be grounds for elimination of the Consultant from further consideration. In addition, the City may require that all or a limited number of Consultants participate in interviews.

4.2 Selection Process Overview

For the purpose of selecting the most qualified Consultant, the City will use a competitive selection process as set forth in pertinent City and State procurement requirements. The procedure will involve the following steps:

a) The City will advertise SOQ Invitations to interested Consultants.

b) Responsiveness and minimum qualifications will be checked.

c) The City’s Selection Committee will review, rank, and shortlist all SOQs that meet responsiveness and minimum qualification requirements. Interviews with each of the shortlisted Consultants to clarify their SOQs will be required. These interviews will serve to explain implementation techniques integral to their written SOQ.

d) The City’s Selection Committee will then rank each SOQ and prepare a recommendation for approval. Upon authorization, the City shall negotiate a contract with the selected

Consultant. Should the City be unable to negotiate a satisfactory contract with the

Consultant considered to be most qualified, the Project Manager, or designee, shall terminate such negotiations with that Consultant and begin negotiations with the next most qualified Consultant and so on until negotiations are successful.

e) The SPR Supervisory Committee reserves the right to modify or reject any contract for the acquisition of goods and/or services submitted to it for consideration.

4.3 Responsiveness

Each SOQ will be reviewed to determine whether it is responsive to the SOQ. Failure to comply with the requirements of this SOQ may result in a SOQ being rejected as non-responsive. At its sole discretion, however, the City may waive any such failure to meet a requirement of this SOQ and may request clarification or additional information to remedy a deficiency.

August 14, 2025

4.4 Evaluation Criteria

The Selection Committee will evaluate and rank the SOQs that satisfy the minimum qualification requirements identified in this section. The following criteria shall be used:

• Experience and technical capability

• Key personnel experience

• Work history of similar size and complexity in industrial water/wastewater facilities or landfills

• Termination for default, criminal convictions, and debarment

• OSIsoft System Integrator Certification

• In-state local resources available for on-site work

• Litigation and/or claim history

• References

Section 5 CONDITIONS FOR CONSULTANTS

5.1 Conflict of Interest

The Consultant must disclose with the SOQ, the name of any officer, director, partner, associate, or agent, who is also an officer or employee of the SPR, the Cities of Englewood and/or

Littleton.

5.2 Rights of the City

In connection with this procurement process, including the receipt and evaluation of SOQs and award of the Agreement, City reserves to itself (at its sole discretion) all rights available to it under applicable law, including, without limitation, with or without cause and with or without notice, the right to:

• Cancel, withdraw, postpone, or extend this SOQ, in whole or in part, at any time prior to the execution of the Agreement, without incurring any obligations or liabilities.

• Modify the procurement schedule.

• Waive deficiencies, informalities, and irregularities in a SOQ and accept and review a non-conforming SOQ.

• Suspend and terminate the procurement process or terminate evaluations of SOQs received.

• Permit corrections to data submitted with any SOQ.

• Hold interviews, conduct discussions, and correspondence with one or more of the

Consultants to seek an improved understanding of any information contained in a SOQ.

• Seek or obtain, from any source, data that has the potential to improve the understanding

August 14, 2025 and evaluation of the SOQs.

• Seek clarification from any Consultant to fully understand the information provided in the

SOQ and to help evaluate and rank the Consultants.

• Accept or reject any or all SOQs that it may, in its sole discretion, deem non-responsive, to waive technicalities, or to accept the SOQ that, in its sole judgment, is most advantageous and best serves the overall interest of the City.

• Reject a SOQ containing exceptions, additions, qualifications, or conditions not called for in the SOQ, or otherwise not acceptable to the City.

• Conduct an independent investigation of any information, including prior experience, included in a SOQ by contacting project references, accessing public information, contacting independent parties, or any other means.

• Request additional information from a Consultant during the evaluation of its SOQ.

5.3 Obligations to Keep the Project Team Intact

Consultants are advised that all Key Personnel identified in their SOQs remain on the team for the duration of the procurement process and execution of the Project. If extraordinary circumstances require a change, it must be submitted in writing to the City, who shall have sole discretion to determine whether to authorize a change, recognizing that certain circumstances (such as termination of employment) may occur that are beyond the Consultant’s control. Unauthorized changes to the Project team at any time during the procurement process may result in penalties or termination.

5.4 Additional Conditions

NON-COLLUSION: By submitting a Proposal in response to the RFP, the firm represents that, should the Proposal be accepted, the resulting contract(s) would not violate any provisions of federal law or regulations, or any ordinances or regulations established by the City.

ANTI-DISCRIMINATION: During the performance of the Contract, the firm agrees as follows:

a. The firm will not discriminate against any employee or applicant for employment because of race, religion, color, sex, sexual orientation, or national origin.

b. Notices, advertisements and solicitations placed in accordance with federal law, rule, or regulation shall be deemed sufficient for the purpose of meeting the requirement of this section.

PROPOSAL PREPARATION COSTS: By submittal of a Proposal, the firm agrees that all costs associated with the preparation of his/her Proposal and interview preparation/materials (if applicable) will be the sole responsibility of the firm. The firm also agrees that the City bears no responsibility for any costs associated with the preparation of the Proposal and/or any administrative or judicial proceedings resulting from the solicitation process.

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DRUG FREE WORKPLACE: The selected firm must provide a Drug Free Workplace in accordance with Colorado State law.

OCCUPATIONAL SAFETY AND HEALTH ACT (OSHA): In instances where such is applicable due to the nature of the matter with which this Proposal is concerned, all material, equipment, etc., as proposed and offered by firms must meet and conform to all OSHA requirements; the firm's signature upon the Proposal being by this reference considered a certification of such fact.

PATENT INFRINGEMENT, ETC: By submission of a Proposal the firm certifies that the services to be furnished will not infringe any valid patent, copyright, or trademark and the successful firm shall, at his/her own expense, defend any and all actions or suits charging such infringement and hold the City harmless in case of any such infringements.

5.5 Addenda

If any revisions or clarifications to the SOQ or procurement process become necessary or desirable

(at the City’s sole discretion), the City may issue written addenda.

Failure of any Consultant to obtain any such addendum shall not relieve said Consultant from any obligation under the SOQ as submitted. All addenda so issued shall become part of the Contract

Documents and Consultant shall acknowledge receipt on the Affidavit of Authenticity Form provided in Attachment A

Affidavit of Authenticity.

August 14, 2025

Attachment A

Affidavit of Authenticity

By signing below, I agree to the terms and conditions of this SOQ, except where expressly described. All information pertaining to and provided in the attached SOQ is to the best of my knowledge, true and correct and if called upon to testify, I could testify competently thereto.

Falsification is cause to deem my SOQ nonresponsive and therefore ineligible for consideration.

In addition, falsification of information is cause to cancel a contract awarded based on one or both of the above preferences.

I acknowledge receipt of the Addenda to this SOQ by identifying the following Addenda numbers and dates of receipt (if any):__________________________________________.

Signature

Type or printed name Company Name

Title Company Mailing Address

Phone Number City, State, Zip

Email address Website