SOQ_25_8317_DPS_Attachment_D_Qualification_Form_6-20-25.xlsx
XLSX spreadsheet 123 KB Posted
- Solicitation number
- PR8317
- Issued by
- Florida
About this file
This document is a Qualification Form (SOQ) for RFP 25 8317 DPS, issued by Orlando Utilities Commission (OUC) for Professional Engineering Design, Consulting, and Support Services for the Replacement of the Belle Isle Secondary Water Main in Florida. The qualification form outlines comprehensive requirements for engineering firms seeking to submit proposals, including mandatory minimum qualifications such as having Florida Professional Engineers licensed staff, meeting insurance requirements, demonstrating at least ten consecutive years of engineering design services in Florida, and providing three completed project references. Respondents must submit detailed information across multiple tabs covering company experience, key personnel, organizational structure, project approach, safety performance, and project references.
The solicitation requires respondents to provide extensive documentation including financial reports, insurance certificates, compliance forms, and project reference details. Firms must demonstrate capabilities in water distribution system design, permitting, and construction-phase support, with a preference for Central Florida project experience. Key evaluation criteria include the firm's ability to control project costs, maintain schedules, deliver added value, and provide comprehensive engineering services. The qualification form also seeks information about minority/women-owned business participation, pre-employment screening processes, and potential economic development opportunities that could benefit the local Orlando area or State of Florida. Proposers must submit detailed responses limited to specific page lengths across various sections of the qualification form.
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Qualifications
| Attachment D, Qualification Form |
| SOQ 25 8317 DPS Professional Engineering Design, Consulting, and Support Services for the |
Replacement of the Belle Isle Secondary Water Main
| The following are mandatory minimum qualifications. Failure to meet any of the Minimum Qualifications below (numbers 1 to 4), or failure to provide sufficient documentation, will result in disqualification from further evaluation. These criteria are pass/fail and not subject to interpretation or scoring. | ||
| 1 | Are your staff licensed as Florida Professional Engineers (PE) in accordance with F.S. 471.023? If yes, did you include a copy of a valid license with your proposal? | |
| 2 | Does your company meet the minimum insurance requirements as specified in Article 21.0 of the Professional Engineering Design, Consulting, and Support Services Agreement? | |
| 3 | Has your company provided engineering design professional services in the State of Florida for at least ten (10) consecutive years? | |
| 4 | Does your company have direct project experience, as demonstrated by three (3) completed projects that align with the parameters outlined in Attachment D, Qualifications Form, Project References tab? | |
| Respondent Information. Please note that certain requested information have page limits. Refer to Section 2. Respondent Requirements and Qualifications of the SOQ: | Tab 1 | |
| 5 | Did you attach a cover letter with your company's letterhead with your proposal? |
Respondent shall limit their response to no more than two (2) - 8' x 11" pages.
| 6 | State the legal name of the company (as listed in the Division of Corporation business entity registration): |
| 7 | State the full legal name of your parent company. Provide a complete list of all subsidiaries, affiliates, and related entities under common ownership or control with the parent company, including their legal names, jurisdictions of incorporation, and primary business functions. Did you include your response with your proposal? |
| 8 | State the complete business address: |
| 9 | If your company is a foreign entity, state where it is registered with the Division of Corporations. |
| 10 | Primary contact name(s): |
| 11 | Primary contact email(s) address: |
| 12 | Primary contact office telephone number(s): |
| 13 | Primary contact cell telephone number(s): |
| 14 | Name and title of the officer authorized to bind the company to contracts (If awarded a contract, the contract will be sent to this person for signature via Adobe Sign): |
| 15 | Officer's telephone number: |
| 16 | Officer's email address: |
| 17 | Number of employees: |
| 18 | Number of locations: |
| 19 | Nearest branch office or service location which will administer the services: |
| 20 | Primary servicing office location: |
| 21 | Number of years company has been in business: |
| 22 | Provide a brief history of your company. Did you attach response with your proposal? |
(Provide your response with your cover page)
| 23 | Does your company hold a current Business Tax Receipt authorizing it to conduct business in the City of Orlando and Orange County, as applicable? | |
| Company Experience | Tab 2 | |
| 24 | Please describe the company's experience in the permitting, design, and construction-phase support of water distribution systems. |
Respondent shall limit their response to this section to no more than two (2) 8" x 11" pages.
| 25 | Number of years your company provided engineering consulting services specific to or similar to the services as described in Section 1.1 Scope of Work Summary of the SOQ: | |
| 26 | Please list the number of projects (with similar scope and size) that your company has completed and/or currently working? | |
| Key Personnel & Subconsultants' Experience | Tab 2 | |
| 27 | Please submit resumes for each of the key Project team members. Indicate the availability on a dedicated basis for each proposed individual assigned to the OUC project. Each resume shall identify the team member and illustrate their direct related experience in the fulfillment of their role for these types of projects. Cross reference proposed key Project staff with the submitted reference projects, as applicable. OUC prefers that the key Project team members have worked together in the performance of the past referenced projects provided by each qualifying firm. Resumes for the key team members shall identify the location where the team member resides and if they will be available locally or if they have to travel to support required meetings in Orlando. Provide any and all of the key team member's license/certifications related to this work. Did respondent attach response with their proposal? |
Respondent shall limit their response to this section to no more than two (2) 8" x 11" pages per key individual team member, not to exceed a total of ten (10) pages.
28 Provide a complete list of all the subconsultants/subcontractors that may be part of the project and their role/responsibilities. Provide a list of project(s) that they had participated with similar scope and size to this SOQ. Did Respondent attach list of all the subconsultants/subcontractors with their proposal?
Respondent shall limit their response to this section to no more than two (2) 8" x 11" pages.
| Organizational Chart | Tab 2 | |
| 29 | Please provide an organizational chart(s) listing the names, job titles, and company affiliation. Identify any key personnel assigned to the project, at a minimum, list the names of the Project Manager, Project Engineer, Engineer Disciplines (Civil, Process/Mechanical, Structural, Electrical, and Instrumentation & Controls, etc.). Organization chart for the Proposed key team members shall identify the location where the team member resides. If applicable, include any proposed major subconsultants/subcontractors. |
| Project Approach (Refer to Section 1.3 Requirements) | Tab 2 | |
| 30 | Please provide a one to two (1–2) page summary describing your firm’s proposed implementation approach, including a time-phased design and construction plan aimed at optimizing overall project completion. Response must address the following: |
a. Methods your firm will use to control costs and maintain the project schedule.
b. How your firm’s knowledge and experience will deliver added value to OUC.
Did you include your response with your proposal?
Respondent shall limit their response to this section to no more than two (2) 8" x 11" pages
| Minority or Women-Owned Business Enterprise | Tab 2 | |
| 31 | Is your company a certified Minority or Women-Owned business Enterprise? | |
| 32 | If yes, please provide a copy of the certification certificate. Is certificate enclosed with the proposal? | |
| 33 | Does your company have a Minority or Women-owned business utilization program? | |
| 34 | If yes, please provide participation data on recent projects and outline of any applicable programs. Did you attach your response with your proposal? |
| Pre-Employment Screenings | Tab 2 | |
| 35 | Pre-employment Drug & Alcohol screening tests? | |
| 36 | Worker's Compensation History Review? | |
| 37 | Driver's License Verification? | |
| 38 | Pre-employment Physical Exam? | |
| 39 | Pre-Employment Criminal History Review? | |
| 40 | Does the company have training program for its employees? | |
| 41 | If yes, please provide a copy of the program. | |
| 42 | Does your company have employee incentive programs to reward safety, productivity, quality, performance, and/or longevity? | |
| 43 | If yes, please briefly describe the employee incentive program. Did you attach response with your proposal? | |
| Safety Performance History | Tab 2 | |
| 44 | Please provide a copy or web link of your company's Quality Assurance program. Did you attach a copy or web link with your proposal? | |
| 45 | Does your firm have a formal process for qualifying and monitoring the performance of subconsultants and suppliers? | |
| 46 | If yes, describe the qualification criteria and monitoring methods. Did you attach your response with your proposal? | |
| 47 | Provide a copy or link to your firm’s Safety Manual, if applicable to your services. Did you attach your response with your proposal? | |
| Project Controls | Tab 2 | |
| 48 | Describe your firm’s methodology for project management, including design, permitting, construction-phase support (installation, inspection, and testing), and project closeout. Include your approach to project cost and schedule controls and explain how this information is formally communicated to OUC. Attach examples of past project schedules, schedules of values, and progress reports, if available. |
Did you attach your response with your proposal?
Respondent shall limit their response to this section to no more than two (2) 8" x 11" pages.
49 Please include one (1) sample of each of the following, as applicable to the services your firm is proposing:
a. Feasibility study
b. Design document
c. Piping and instrumentation diagram (P&ID)
d. Electrical schematic
e. Controls schematic
f. Major equipment specifications suitable for procurement
Did you attach a response to this section with the proposal?
| Insurance | Tab 3 | |
| 50 | Did you attach a copy of the sample insurance certificates with your proposal? | |
| 51 | Does your insurance policy provide “Additional Insured” coverage? |
Note: If no, if awarded a contract, the company must revise its policy to include "Additional insured" coverage. The provision for "Additional insured" must be stated in the insurance Acord as required in the contract.
52 Does your insurance policy provide Waiver of Subrogation?
Note: If no, if awarded a contract, the company must revise its policy to provide "Waiver of Subrogation." The provision for "Waiver of Subrogation" must be stated in the insurance Acord as required in the contract.
53 Confirm ability to provide required insurance coverage for:
a. Commercial General Liability – $2M per occurrence
b. Commercial Auto Liability – $1M per occurrence
c. Professional Liability – $5M per claim with two-year tail
| 54 | If not exempt under worker's compensation, does your company have the required statutory Workers’ Compensation and Employers Liability coverage of $1,000,000 per occurrence? | |
| Litigations/Disputes. Provide your explanation in the Dispute Disclosure form only. | Tab 3 | |
| 55 | Is your company currently involved in any unsettled litigation? If yes, did you include an explanation of the litigation with your proposal? | |
| 56 | Has your company ever had a contract terminated? If yes, provide the name of the contracting entity, the date of termination, and the reason. Did you include this information in your proposal? | |
| 57 | Has your company or any of its employees ever been named in a lawsuit alleging wrongdoing? If yes, provide the name of the plaintiff, the date of the incident, and a description of the allegations. Did you include this information in your proposal? | |
| 58 | Does your company maintain a program to ensure compliance with all applicable federal, state, and local regulations regarding the handling, storage, and disposal of hazardous materials? If yes, describe the program. Did you include a description of the program with your proposal? | |
| 59 | Has your company ever received a warning or violation notice from a regulatory agency for noncompliance with federal or state regulations? If yes, provide the date(s) and a summary of the violation(s). Did you include an explanation with your proposal? | |
| Financial Information | Tab 3 | |
| 60 | Please provide the company's Dunn and Bradstreet Number. | |
| 61 | Please provide the company's financial report for the last three (3) years. What was the revenue for those years? | 2022: |
| 2023: | ||
| 2024: | ||
| 62 | What was the company's annual dollar volume (millions) for the last five (5) years for projects of a similar nature? | |
| 63 | If applicable, what was the dollar volume of business conducted with OUC in the last five (5) years? | |
| Compliance Forms. Please state if the required documents are attached to the proposal (please make sure to select the hyperlink in the SOQ to access the respective form): | Tab 4 | |
| 64 | Did you sign, notarized, and attached the Sworn Statement on Public Entity Crimes and Scrutinized Companies Under Florida Statutes form? | |
| 65 | Did you complete and attach the Dispute Disclosure form? | |
| 66 | Did you sign and date all Addendum in the "Addenda Acknowledgement Form?" | |
| 67 | Did you sign and submit the Truth-In-Negotiation Certificate with your proposal? | |
| Additional Information for Consideration | Tab 5 | |
| 68 | If awarded a contract, describe any new economic development opportunities that your company may develop to benefit the local Orlando Area or the State of Florida, such as the creation of new jobs or purchasing/leasing new building space as a result of this project. |
Please limit response to no more than two (2) 8" x 11" pages.
69 Please provide any additional information your company will like to provide to assist OUC in determining your company’s qualifications. Company may include any related services the company could provide to OUC including the reason the Company is uniquely qualified to undertake the work. Did you attach a response to this section with the proposal?
Please limit response to no more than one (1) 8" x 11" page.
Ver. 2 &N SOQ 25 8317 DPS
Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No
Project References
| Attachment D, Qualification Form |
| SOQ 25 8317 DPS Professional Engineering Design, Consulting, and Support Services for the |
Replacement of the Belle Isle Secondary Water Main
Respondent shall provide three (3) pre-verified project references completed within the past fifteen (15) years where the firm served as the primary entity responsible for engineering and construction deliverables. Projects must be similar in scope, complexity, and required expertise as described in the SOQ, with a value at or near ten million U.S. dollars ($10M) or more. Each reference must include a narrative project description; awarded contract value; percentage of work performed by subcontractors and M/WBEs; scheduled versus actual completion dates; major partners and their scope of work; key management personnel involved (e.g., engineering, construction, commissioning, contract negotiations); major subcontractors and subconsultants with brief scope descriptions; and the delivery method used (e.g., Bid/Construct, CMAR). Reference contacts must be pre-verified and capable of confirming the firm's performance. OUC prefers references from Central Florida projects. Unverified references will not be considered, and OUC may request site visits for selected projects. Reference contacts must be pre-verified by Proposer. Projects whose references cannot be verified will not be considered by OUC. If deemed pertinent, OUC will request to visit the customer’s project site(s) listed as references by selected Respondent or Respondent’s affiliates.
| Project References | Tab 2 | |
| 1 | Reference | |
| 1 | Customer's name | |
| 2 | Project name and address | |
| 3 | Date Project completed | |
| 4 | Customer contact name | |
| 5 | Customer contact phone number | |
| 6 | Customer contact email address | |
| 7 | Please describe, in a separate page, the projects specifically performed by your Company. For any portion of the project which was not self-performed by your Company, list the name of the major partner(s) involved in the work and describe their scope of work. Did you attach response to your proposal? (Limit response to one (1) page only). | |
| 8 | Please provide, on a separate page, a list of key project personnel involved in the engineering scope, including roles in design, permitting, QA/QC, construction-phase services, and startup support. Indicate whether your firm was involved in contract negotiation. Limit to one page. (Limit response to one (1) page only). | |
| 9 | Please provide, in a separate page, a list of all major subcontractors and subconsultants. Include a brief description of their scope of work and dollar percentage of the project performed as partners or subcontractors to your firm. Did you attach the list to the proposal? (Limit response to one (1) page only). | |
| 10 | What project delivery method was used (Design-Bid-Build, CMAR, etc.)? Describe your firm’s role in supporting this method (e.g., bridging documents, coordination with CMAR, or bid support). Did you include your response with your proposal? | |
| 11 | What was the contracting method used for construction? (e.g., Lump Sum, T&M). If known, describe how your firm supported the contracting process. Did you include your response with your proposal? | |
| 12 | What was the estimated construction value for the project? | |
| 13 | What was the engineering contract value? | |
| 14 | What is the dollar percentage of work performed by subcontractors/subconsultants? | |
| 15 | What percentage of the work was performed by M/WBE? | |
| 16 | What was the final construction value, including all change orders (if known)? | |
| 17 | What was the scheduled and actual substantial completion date for the project? Were any schedule delays attributable to the engineering scope? If yes, include your response in your proposal? | |
| 18 | If engineering deliverables or services were delayed, explain the circumstances. Did you include your response with your proposal? | |
| 19 | Please attach project photos to your proposal. Did you attach project photos to your proposal? | |
| Project Scope of Work. Please indicate "Yes" or "No," if the project included the following: | ||
| 20 | Includes water or utility design | |
| 21 | Includes stormwater design | |
| 22 | Includes site development/demolition plans | |
| 23 | Includes performance/design specification development | |
| 24 | Includes construction-phase services | |
| 25 | Includes startup/commissioning support | |
| 26 | Includes permitting | |
| 27 | Includes technical evaluation of proposals | |
| 28 | Includes cost estimating and feasibility studies | |
| 29 | Includes supplier design review/approval | |
| 30 | Includes evaluation criteria development | |
| 2 | Reference | Tab 2 |
| 1 | Customer's name | |
| 2 | Project name and address | |
| 3 | Date Project completed | |
| 4 | Customer contact name | |
| 5 | Customer contact phone number | |
| 6 | Customer contact email address | |
| 7 | Please describe, in a separate page, the projects specifically performed by your Company. For any portion of the project which was not self-performed by your Company, list the name of the major partner(s) involved in the work and describe their scope of work. Did you attach response to your proposal? (Limit response to one (1) page only). | |
| 8 | Please provide, on a separate page, a list of key project personnel involved in the engineering scope, including roles in design, permitting, QA/QC, construction-phase services, and startup support. Indicate whether your firm was involved in contract negotiation. Limit to one page. (Limit response to one (1) page only). | |
| 9 | Please provide, in a separate page, a list of all major subcontractors and subconsultants. Include a brief description of their scope of work and dollar percentage of the project performed as partners or subcontractors to your firm. Did you attach the list to the proposal? (Limit response to one (1) page only). | |
| 10 | What project delivery method was used (Design-Bid-Build, CMAR, etc.)? Describe your firm’s role in supporting this method (e.g., bridging documents, coordination with CMAR, or bid support). Did you include your response with your proposal? | |
| 11 | What was the contracting method used for construction? (e.g., Lump Sum, T&M). If known, describe how your firm supported the contracting process. Did you include your response with your proposal? | |
| 12 | What was the estimated construction value for the project? | |
| 13 | What was the engineering contract value? | |
| 14 | What is the dollar percentage of work performed by subcontractors/subconsultants? | |
| 15 | What percentage of the work was performed by M/WBE? | |
| 16 | What was the final construction value, including all change orders (if known)? | |
| 17 | What was the scheduled and actual substantial completion date for the project? Were any schedule delays attributable to the engineering scope? If yes, include your response in your proposal? | |
| 18 | If engineering deliverables or services were delayed, explain the circumstances. Did you include your response with your proposal? | |
| 19 | Please attach project photos to your proposal. Did you attach project photos to your proposal? | |
| Project Scope of Work. Please indicate "Yes" or "No," if the project included the following: | ||
| 20 | Includes water or utility design | |
| 21 | Includes stormwater design | |
| 22 | Includes site development/demolition plans | |
| 23 | Includes performance/design specification development | |
| 24 | Includes construction-phase services | |
| 25 | Includes startup/commissioning support | |
| 26 | Includes permitting | |
| 27 | Includes technical evaluation of proposals | |
| 28 | Includes cost estimating and feasibility studies | |
| 29 | Includes supplier design review/approval | |
| 30 | Includes evaluation criteria development | |
| 3 | Reference | Tab 2 |
| 1 | Customer's name | |
| 2 | Project name and address | |
| 3 | Date Project completed | |
| 4 | Customer contact name | |
| 5 | Customer contact phone number | |
| 6 | Customer contact email address | |
| 7 | Please describe, in a separate page, the projects specifically performed by your Company. For any portion of the project which was not self-performed by your Company, list the name of the major partner(s) involved in the work and describe their scope of work. Did you attach response to your proposal? (Limit response to one (1) page only). | |
| 8 | Please provide, on a separate page, a list of key project personnel involved in the engineering scope, including roles in design, permitting, QA/QC, construction-phase services, and startup support. Indicate whether your firm was involved in contract negotiation. Limit to one page. (Limit response to one (1) page only). | |
| 9 | Please provide, in a separate page, a list of all major subcontractors and subconsultants. Include a brief description of their scope of work and dollar percentage of the project performed as partners or subcontractors to your firm. Did you attach the list to the proposal? (Limit response to one (1) page only). | |
| 10 | What project delivery method was used (Design-Bid-Build, CMAR, etc.)? Describe your firm’s role in supporting this method (e.g., bridging documents, coordination with CMAR, or bid support). Did you include your response with your proposal? | |
| 11 | What was the contracting method used for construction? (e.g., Lump Sum, T&M). If known, describe how your firm supported the contracting process. Did you include your response with your proposal? | |
| 12 | What was the estimated construction value for the project? | |
| 13 | What was the engineering contract value? | |
| 14 | What is the dollar percentage of work performed by subcontractors/subconsultants? | |
| 15 | What percentage of the work was performed by M/WBE? | |
| 16 | What was the final construction value, including all change orders (if known)? | |
| 17 | What was the scheduled and actual substantial completion date for the project? Were any schedule delays attributable to the engineering scope? If yes, include your response in your proposal? | |
| 18 | If engineering deliverables or services were delayed, explain the circumstances. Did you include your response with your proposal? | |
| 19 | Please attach project photos to your proposal. Did you attach project photos to your proposal? | |
| Project Scope of Work. Please indicate "Yes" or "No," if the project included the following: | ||
| 20 | Includes water or utility design | |
| 21 | Includes stormwater design | |
| 22 | Includes site development/demolition plans | |
| 23 | Includes performance/design specification development | |
| 24 | Includes construction-phase services | |
| 25 | Includes startup/commissioning support | |
| 26 | Includes permitting | |
| 27 | Includes technical evaluation of proposals | |
| 28 | Includes cost estimating and feasibility studies | |
| 29 | Includes supplier design review/approval | |
| 30 | Includes evaluation criteria development |
&N SOQ 25 8317 DPS
Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No Yes No
Data
| Select |
| Yes |
| No |
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