SOQ_25_8317_DPS_Professional__Engineering_Design__Consulting__Support_Services_for_the_Belle_Isle_Secondary_Water_Main_Rev._1.pdf

PROFESSIONAL ENGINEERING DESIGN, CONSULTING, AND

SUPPORT SERVICES FOR THE REPLACEMENT OFTHE BELLE

ISLE SECONDARY WATER MAIN

STATEMENT OF QUALIFICATIONS (SOQ) -

CCNA SOQ 25 8317 DPS (Rev. 1)

SOQ Advertising Date(s): June 23 to June 27, 2025

June 20, 2025

Not Mandatory Attendance

June 26, 2025

July 1, 2025

July 21, 2025, by 2:00 PM EST

Week of August 4, 2025

Week of August 11, 2025

Issue Date:

Pre-response Conference:

Pre-response Conference Date:

Questions/Comments Due:

SOQ Due Date:

Short List Based on SOQ’s (Tentative):

Evaluate SOQs, Conduct Interviews, and Rank (Tentative):

Direct all inquiries to Buyer of Record:

Dom P. Sotero, CPPO, CPPB, Senior Buyer

407-434-2909 dsotero@ouc.com mailto:dsotero@ouc.com

Orlando Utilities Commission Orlando, Florida

SCM-SQC-T-01 – Statement of Qualifications – CCNA Template v1.3 – 10-21-19

PROFESSIONAL ENGINEERING DESIGN, CONSULTING, AND SUPPORT SERVICES

FOR THE REPLACEMENT OFTHE BELLE ISLE SECONDARY WATER MAIN

Table of Contents 1 Introduction

1.1 Scope of Work Summary

1.2 Selection Criteria

1.3 Requirements

1.4 Project Description

1.5 Pre-Response Conference

1.6 Term of Contract

1.7 Minimum Respondent Qualifications

1.8 Response Selection Criteria

2 Respondent Requirements and Qualifications

2.1 Detailed Scope & Requirements

2.2 Respondent Information & Required Respondent Qualifications

2.2.1 Cover Page Respondent Information

2.2.2 Background Information

2.2.2.1 Financial Information

2.2.2.2 Project Team and Workload

2.2.2.3 Project Controls

2.2.2.4 Sample Deliverable Documents

2.2.3 Project References and Qualifications

2.2.4 Additional Information

3 Instructions to Respondents

3.1 Legal and Public Record Statement

3.2 Confidentiality Notice to Respondents

3.2.1 Exemptions

3.3 Acknowledgement

3.3.1 Statement of No Response

3.4 General Information

3.4.1 Common Terms

3.4.2 Preparation

SCM-SQC-T-01 – Statement of Qualifications – CCNA Template v1.3 – 10-21-19

3.4.3

3.4.4 Signatures

3.4.5 Clarification of Response

3.4.6 Acceptance of Response Content

3.4.7 Withdrawal

3.5 Electronic Submittal of the Response

3.6 False or Misleading Statements

3.6.1 Truth in Negotiation Certificate

3.6.2 Prohibition Against Contingency Fees

3.7 Compliance Forms

3.7.1 Public Entity Crimes

3.7.2 Dispute Disclosure

3.7.3 Payment and Performance Bond

3.8 Response Preparation Costs

3.9 Addenda

3.10 Clarifications

3.11 Opening

3.12 Response Acceptance and Rejection

3.13 Selection Process

3.14 Solicitation Selection Schedule

3.15 Negotiations Schedule

3.16 Response Evaluation Criteria

3.17 Cancelation

3.18 Contract Execution

3.19 Award

3.20 Taxes, Permits, and Licenses

3.20.1 Licenses

3.21 Error and Omissions

3.22 Response Submittal Format

3.22.1 OUC Policies and Procedures for Respondents

3.23 Signatures

4 Statement of Qualifications Submittal Format & Checklist

5 Attachments

SCM-SQC-T-01 – Statement of Qualifications – CCNA Template v1.3 – 10-21-19

PROFESSIONAL ENGINEERING DESIGN, CONSULTING, AND SUPPORT SERVICES

FOR THE REPLACEMENT OF THE BELLE ISLE SECONDARY WATER MAIN

Direct all inquiries to the Buyer of Record: Dom P. Sotero, CPPO, CPPB 407-434-2909 dsotero@ouc.com

SOQ Opening Location: Orlando Utilities Commission Reliable Plaza 100 West Anderson Street Orlando, Florida 32801

1. Instructions are located in the Instruction to Respondents section of this document; or may be provided during a Pre-Conference Meeting.

2. Electronic response submittals via VendorLink.com, as described in the Electronic Submittal of the Response section of this document, are required. Email or other means will not be accepted by OUC.

3. VendorLink help is available by calling 407-222-1885, or by emailing support@evendorlink.com.

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Orlando Utilities Commission SOQ 25 8317 DPS PROFESSIONAL ENGINEERING DESIGN, CONSULTING, AND SUPPORT SERVICES FOR THE

REPLACEMENT OF THE BELLE ISLE SECONDARY WATER MAIN

SCM-SQC-T-01 – Statement of Qualifications – CCNA Template v1.3 – 10-21-19

1 INTRODUCTION

The Orlando Utilities Commission (OUC) is an electric and water municipal utility serving Orlando, Florida and portions of surrounding Orange County. OUC also has an Inter-local agreement with the City of St. Cloud, Florida for the management of its electric utility. Currently, OUC serves more than 380,000 customers. To obtain general information about OUC, access www.ouc.com.

1.1 SCOPE OF WORK SUMMARY

OUC is seeking proposals from qualified engineering consulting firms (“Consultant”) with demonstrated experience in design, permitting, and construction-phase support of water distribution systems. The selected Consultant will be expected to collaborate with OUC and the Construction Manager-at-Risk (CMAR) to ensure the successful replacement of the Belle Isle Secondary Water Main.

The project scope includes the replacement of approximately 4.5 miles of 2-inch galvanized water main and 1.5 miles of 6-inch and 8-inch cast iron water main along Hoffner Avenue. The Consultant shall provide services during both the design and construction phases and shall coordinate closely with OUC and the CMAR to enhance water quality, reducing maintenance costs, and improve fire protection through up sized infrastructure. Consultants shall have experience in water distribution systems design and demonstrate successful completion of similar projects.

The selected Consultant shall prepare and submit a conceptual layout and preliminary design early in the project, followed by completed detailed design and construction documents, assist in securing all necessary permits; support the bidding process by preparing clarifications, responding to bidder’s questions, and participating in pre-bid meetings as requests by OUC; and provide construction oversight and coordination support during implementation.

The objective is to deliver a high-quality, cost-effective solution to replace aging and corroded galvanized water mains in the Belle Isle service area.

A parent company, its subsidiaries, affiliates, and entities under common ownership or control may submit separate proposals under this solicitation, provided that all submitting entities fully disclose their affiliations and relationships in their proposals. Each proposal must identify all affiliated entities participating in the solicitation; however, affiliated entities must not engage in any coordination, communication, or activity that may constitute a violation of applicable laws or compromise the integrity of the competitive selection process, including but not limited to collusion.

Firms capable of providing both Engineering and Construction Manager-at-Risk (CMAR) services may submit proposals for both scopes; however, if selected, only one (1) contract will be awarded to a firm or its affiliates either for Engineering or CMAR services, not both to preserve the fairness and integrity of the process.

Refer to Section 2, Detailed Scope & Requirements for more information.

http://www.ouc.com/

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1.2 SELECTION CRITERIA

All potential respondents are hereby notified that the selection process will be conducted in accordance with FS 287.055, the Consultants Competitive Negotiation Act (“CCNA”). The criteria that will be used to rank the firms may include, at a minimum, but not limited to, the following:

a. Profile & Capabilities,

b. Project Management,

c. Project Team/Experience/Workload,

d. Professional certifications and licenses to work in Florida,

e. Related past projects – relevance, scope and performance,

f. Central Florida resources and support,

g. Relevant experience in Florida,

h. Project approach,

i. References,

j. M/WBE firms and/or participation,

k. Safety Performance History,

l. Financial (Dun & Bradstreet reporting), and

m. Litigations/Disputes.

1.3 REQUIREMENTS

The following scoring factors support the evaluation of how well each respondent aligns with and can perform the services described in Attachment A: Scope & Requirements. These factors, along with additional related information, are included in Attachment D: Qualification Form, which respondents must complete and submit to OUC.

Responses will be scored from 0 to 5 points based on relevance, completeness, and quality.

Missing information will receive a score of zero for that item but will not render the proposal non-responsive; however, omissions may reduce the respondent’s overall score and competitiveness, depending on how their submission compares to others.

A. Key Personnel & Subconsultants Experience

1. Resumes of key personnel (maximum 10 pages): Include in the resume:

a. Identify the team member’s role.

b. Highlight relevant experience on similar projects.

c. Cross-reference the individual with the submitted reference projects, where applicable.

d. Include applicable certifications and licenses.

OUC prefers teams whose key members have previously worked together; indicate years of collaboration.

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2. Organizational Chart. Include an organizational chart showing:

a. Names, roles, and company affiliations of key team members.

b. Each member’s residence location.

c. Whether each member will be available locally or require travel to Orlando.

3. Key Personnel Availability. Identify the individuals assigned to key roles (e.g., Project Manager, Project Engineer) and state their availability on a dedicated basis for the OUC project.

4. Firm Certifications. Provide all certifications held by the firm relevant to the scope of work.

5. Major Subconsultants. List all proposed major subconsultants, if applicable.

6. Pre-Employment Screenings. Indicate whether the firm conducts the following for team members:

a. Drug screening tests

b. Workers’ compensation history review

c. Driver’s license verification

d. Pre-employment physical exams

e. Criminal history review

B. Project Experience and Project Approach

1. Project References: Provide three (3) examples of projects completed within the past fifteen (15) years that are similar in scope, such as water distribution systems design, where the firm was the primary entity responsible for the deliverables. Include the following in each reference:

a. Narrative project description

b. Awarded value

c. Percent of work performed by subcontractors

d. Percent of work performed by M/WBEs

e. Scheduled vs. actual completion dates

f. Major partners and their scope for work not self-performed

g. Key management personnel (e.g., engineering, construction, commissioning, and contract negotiations)

h. Major subcontractors and subconsultants, with a brief scope description

i. Delivery method used (e.g., Bid/Construct, CMAR, etc.)

j. Pre-verified reference contact information

OUC prefers references from projects in Central Florida. References must demonstrate similarity in tasks, required skills, and project value close to or exceeding $10 million.

OUC may request site visits for selected references.

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a. State the total number of similar projects completed or in progress.

b. List all proposed subconsultants, including their experience with similar projects.

3. Project Approach. Provide a one to two (1–2) page summary describing the firm’s qualifications and proposed implementation approach for a time-phased construction plan. The response must address:

a. Methods for controlling cost and schedule.

b. How the firm’s knowledge and experience will deliver added value to OUC.

1.4 PROJECT DESCRIPTION

Galvanized water mains represent the most common main failure in the OUC system, a pattern seen regularly among other utilities in the United States. It was a low-cost plumbing material that was widely used for service lines until the 1970’s. Galvanized pipes can cause water discoloration from iron release and head loss resulting from corrosion scale buildup. There is approximately 133 miles of galvanized water main in the OUC distribution system (7% of total mains). Most of the galvanized mains in service are 2-inch diameter pipe (98%). In order to improve the water system’s performance, OUC is initiating a galvanized water main replacement program. OUC has prioritized the galvanized water main replacement projects based on locations that see frequent breaks, leaks, repairs, water quality issues.

Data from OUC’s water distribution crews and operations staff identified the Belle Isle area for galvanized water main replacement due to the volume of repairs, repeated repairs, and water quality complaints. The galvanized mains in this area are failing due to corrosion. In addition, a galvanized pipe that is repaired multiple times becomes weakened and will often fail at that same location or in close proximity to the previous repair. There have been multiple repeat leaks in the Bell Isles area, especially in the Venetian Gardens subdivision. As shown i n Attachment B: Figure 1, Vicinity and Site Maps, Belle Isle is at the end of OUC’s water distribution system, which poses water quality issues that require significant flushing within the area.

Replacement of the galvanized water main in the Belle Isle area would benefit greatly to improve water quality, decrease the amount of water flushed annually, and decrease the amount of time and money spent on repairs.

The Belle Isle Secondary Water Main Replacement Project consists of approximately

4.5 miles of 2-inch galvanized water main and 1.5 miles of 6-inch and 8-inch cast iron water main (along Hoffner). The project will additionally allow for the opportunity to add fire protection by upsizing the water main and adding hydrants where necessary.

Permitting, design and construction management services may also be required to transition customers currently utilizing OUC’s potable water for irrigation to the City of Orlando’s reclaimed water system.

A preliminary opinion of probable construction cost for the Belle Isle Secondary Water Main Replacement Project is ten to twelve (10-12) million dollars.

2. Company Experience.

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1.5 PRE-RESPONSE CONFERENCE

Please refer to Attachment C: Invitation to Pre-Response Conference.

1.6 TERM OF CONTRACT

The contract term is from contract effective date through final completion of the Project including the term of all warranties. Upon mutual agreement the contract may be extended for any related ongoing development of this site or similar OUC site or facility.

1.7 MINIMUM RESPONDENT QUALIFICATIONS

The following are mandatory minimum qualifications. Respondents that fail to meet any of the minimum qualifications below will be disqualified from further evaluation.

Respondent shall:

a. Be licensed as a Florida Professional Engineer (PE) under F.S. 471.023 and provide a copy of a valid license.

b. Meet the minimum insurance requirements in accordance with Article 21.0, of the Professional Engineering Design, Consulting, and Support Services Agreement.

c. Have been in business for at least ten (10) years performing engineering design professional services within the State of Florida.

d. Have direct project experience illustrated with details provided within the references for three (3) completed projects significantly in line with the parameters set forth in Attachment D, Qualifications Form, Project References tab.

1.8 RESPONSE SELECTION CRITERIA

Refer to the Instructions to Respondents sections of this document.

2 RESPONDENT REQUIREMENTS AND QUALIFICATIONS

2.1 DETAILED SCOPE & REQUIREMENTS

Refer to Attachment A: Scope & Requirements.

2.2 RESPONDENT INFORMATION & REQUIRED RESPONDENT QUALIFICATIONS

Refer to Sections 1.3 Requirements and 1.7 Minimum Respondent Qualifications for additional information.

2.2.1 Cover Page Respondent Information

Respondents shall provide a cover letter on the company’s letterhead and complete the following information listed in the Qualification Form:

1. Firm’s Legal Name, REPLACEMENT OF THE BELLE ISLE SECONDARY WATER MAIN

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2. Name of Parent Company, if applicable,

3. Complete Business Address,

4. State of Incorporation,

5. The company has been in business,

6. Name(s) and contact information of key personnel,

7. Women or Minority-owned business status,

8. Dun & Bradstreet number,

9. Business Tax receipt obtained to conduct business within the City of Orlando and Orange County, as appropriate,

10. The reasons the firm is uniquely qualified to undertake the work described, and

11. For construction projects, Workman’s Compensation Experience Modification Rate (EMR) for the last three (3) years, including:

a. OSHA Recordable Injury or illness (Incidence Rate) for the last three (3) years

i. (Number of recordable incidents x 200,000 / Total hours worked by employees)

b. OSHA Days Away, Restricted, Job Transfer (DART) for the last three (3) years:

i. (Number DART incidents x 200,000/Total hours worked by employees)

c. OSHA Severity Rate for the last three (3) years

i. (Number of lost workdays x 200,000 / Total hours worked by employees)

2.2.2 Background Information

Respondent shall:

2.2.2.1 Financial Information

Provide the following information about the Firm’s financial health:

a) Company’s audited Financial Report for the last three (3) years.

b) Annual dollar volume for the last five (5) years for projects of a similar nature

c) Dollar volume of business conducted with OUC in the last five (5) years

2.2.2.2 Project Controls

Describe firm’s methodology for project management including design, permitting, installation, inspection, and testing. Include a description of project cost and schedule controls that are provided or communicated to OUC on a formal basis. Include past project schedules, schedule of values, and progress reports to client.

2.2.2.3 Sample Deliverable Documents

Include one (1) each of the following, as applicable, to requested services/qualifications described:

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2.2.3 Additional Information

Should Respondent be awarded the work in this SOQ, please provide information on any new Economic Development Opportunities that Respondent may bring, such as the creation of new jobs or purchasing or leasing of new building space, which could benefit the local Orlando Area or the State of Florida.

Respondent may provide any additional information you wish for OUC to consider in this Response (Limit this section to three (3) pages).

3 INSTRUCTIONS TO RESPONDENTS

3.1 LEGAL AND PUBLIC RECORD STATEMENT

As required by Florida’s Public Records Law, information provided to OUC in the course of business will be made available for public inspection and copying unless a specific statutory exemption applies.

3.2 CONFIDENTIALITY NOTICE TO RESPONDENTS

By submitting a response to OUC, each Respondent acknowledges and understands that OUC is a public agency subject to Chapter 119 Florida Statutes (“Public Records Law”). Any Response document the Respondent submits will become a public record when OUC provides notice of an intended decision or 30 days after opening the responses, or final replies, whichever is earlier. Trade Secrets, certain background financial information, and other items may constitute exemptions to disclosure under the Public Records law.

3.2.1 Exemptions

If during the Response or Negotiation Phase a Respondent wishes to claim an exemption on any portion of its Response to OUC, the Respondent must identify the specific statutory exemption and do the following:

1. Submit a redacted version. Redact (black out) only those portions of the Proposal put forward for exemption.

2. Submit an un-redacted version of the same documents marked, “Confidential – Trade Secret/ Proprietary Information.” Both versions are to be submitted at the same time.

3.3 ACKNOWLEDGEMENT

1. From the initial date of the advertisement for the Statement of Qualifications until the

a. Feasibility study

b. Design document, and

c. Piping & instrument diagram.

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SCM-SQC-T-01 – Statement of Qualifications – CCNA Template v1.3 – 10-21-19 date OUC makes its determination to approve or reject the Selection Committee’s Recommendation, no unauthorized contact related to this solicitation will be allowed between a Respondent, their employees or subcontractors and any OUC commissioner, officer, director, or staff, with the exception of the Buyer of Record. Any unauthorized contact will disqualify the Respondent for further consideration

2. The selected Respondent agrees to obtain and provide proof of Worker's Compensation, General Liability, Automotive, Professional Liability and other insurance requirements, prior to award, in accordance with the requirements in the attached solicitation packet forms.

3. All policies shall be subject to approval by OUC and issued by companies authorized by the State of Florida’s Department of Insurance to conduct business in the State of Florida.

4. The selected Respondent agrees that it and its subcontractors have a Drug-Free Workplace Program that complies with Florida Statute §§ 287.087 and 440.101 et. seq., the Omnibus Employee Testing Act of 1991, 49 Code of Federal Regulation § 391 and 40 (operation of commercial motor vehicles).

a. In addition, all subcontractors must implement a controlled substance and alcohol testing policy for safety sensitive positions as defined by the Commission’s Alcohol and Controlled Substance Testing Policy for Safety Sensitive Positions.

5. The selected Respondent’s employees and its subcontractors’ employees are further prohibited from being under the influence or impairment of alcohol on OUC property or work sites or at any time or place while conducting business with or on behalf of OUC.

6. The selected Respondent shall submit only one response/bid in response to this solicitation packet and shall have no financial interest in other entities submitting responses/bid responses for the same solicitation packet.

7. Neither the selected Respondent, nor its affiliates, nor anyone associated with them shall have any potential conflict of interest due to any other clients, contracts, business relationships or property interests for this solicitation packet’s scope of work.

8. The selected Respondent shall disclose to OUC the name(s) of any OUC employee, contractor, or OUC Board Member who has a direct or indirect financial interest in the selected Respondent’s organization, or in the proposed transaction. A direct or indirect financial interest in the selected Respondent’s organization, or in the proposed transaction exists if the OUC employee, contractor, or Board Member:

a. Presently, or in the preceding twelve (12) months, there is an ownership interest in the selected Respondent’s organization (other than as owner of less than 1% of the stock of a publicly traded corporation).

b. Works for, is a partner, officer, director, trustee, or consultant to the selected Respondent.

c. Has received grant, travel, honoraria, or other similar support from the selected Respondent

d. Has a right to receive royalties from the selected Respondent.

9. No member of the selected Respondent’s ownership, management, or staff shall have a vested interest in any aspect of OUC, nor any business or other relationship with any of OUC’s employees, officers, directors, or Board Members that creates a conflict of

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10. No member of the selected Respondent’s ownership or management is presently applying for an employee position or actively seeking an appointment within OUC.

11. The selected Respondent, or authorized signatory, shall provide written notice to OUC in the event that a conflict of interest is identified at any time.

3.3.1 Statement of No Response

The OUC Procurement Department is committed to continuously improving its processes to receive maximum participation from the industry/market. OUC is requesting that organizations, who do not wish to submit a proposal in response to this SOQ, send the Buyer of Record an email briefly explaining their “no response” decision. This response will help to improve the solicitation process and any future communications.

3.4 GENERAL INFORMATION

Respondents shall prepare Responses in accordance with the requirements of these Instructions to Respondent. Not preparing a Response, in accordance with such instructions, implies that the Respondent does not intend to comply with all of the proposed contract conditions. Such responses will be considered irregular and may be rejected.

OUC will receive Responses through the VendorLink system for goods, equipment, materials, and related services set forth in the included SOQ specifications and documents.

3.4.1 Common Terms

OUC and Respondents (the parties) agree that the following phrases each shall have the meaning provided here and may be used interchangeably:

1. “Orlando Utilities Commission,” herein referred to as the “Owner,” “OUC,” or “Commission.”

2. “Bidder” or "Respondent" or “Firm” or “Company” or “Consultant” or “Supplier” or “Proposer” means one who submits a Response directly to OUC for the purpose stated in these Request for Statement of Qualifications (SOQ) documents.

3. “Statement of Qualifications,” “Response,” “SOQ,” or Respondent's Response means all submittal documents provided by the Respondent as required by this Request for Statement of Qualifications including all required OUC forms.

4. “Request for SOQ” or “SOQ Documents” means the documents included in this Request for Statement of Qualifications.

3.4.2 Preparation

Respondents shall submit Response in accordance with the instructions and schedule included in the solicitation containing these specifications and documents. Refer to Section 4: Proposal Submittal Format & Checklist and submit Proposal with all applicable http://www.myvendorlink.com/

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3.4.3 Signatures

An authorized representative of each Respondent shall:

1. Sign or e-sign the Response, give their full name and title, and provide the Respondent’s business name and address.

2. Enter the organization’s exact legal name on the Response.

3. Sign or e-sign compliance forms, if applicable.

3.4.4 Clarification of Response

OUC reserves the right to obtain clarification of any point in a Response or to obtain additional information as necessary to properly evaluate a particular Response. Failure to respond to such a request for additional information or clarification may result in rejection of the Response.

3.4.5 Acceptance of Response Content

The contents of any SOQ submitted for consideration will become, at OUC’s option, a part of any future Contract. Failure to accept this condition may result in rejection of the

Response.

3.4.6 Withdrawal

Respondents may withdraw, alter, and resubmit their Responses through VendorLink at any time prior to the Response due date and time. Responses may not be withdrawn, altered, or resubmitted after the Response due date and time. A request for withdrawal or modification must be in writing and signed by an authorized person. Evidence of such authority must accompany the request for withdrawal or modification. Withdrawal of a Response will not prejudice the rights of a Respondent to submit a new Response prior to the Response deadline. After expiration of the period for receiving Responses, OUC may request clarifications or additional information.

3.5 ELECTRONIC SUBMITTAL OF THE RESPONSE

To ensure correct Response formatting, Respondents shall:

1. Submit Responses electronically through VendorLink.

2. Upload files only in MS Word (doc or .docx), Excel (.xls or .xlsx), and PowerPoint (.ppt or .pptx); Adobe Portable Document Format (.pdf); Compressed File (ZIP) formats.

3. Enable printing on files submitted.

4. Clearly identify the RFP Number, Name, Submission Date, and Respondent Name on the Response Cover Page on Respondent’s letterhead.

5. Separate and identify each part of the submission (i.e. document type, form type, content type) with a divider/separation page.

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6. Contact VendorLink technical support at support@evendorlink.com, if technical difficulties arise during response submission.

7. Follow all instructions outlined in this SOQ and provide all requested information.

OUC may ask the selected Respondent to supply one hard copy set with original, written signatures and original compliance forms, prior to the contract execution. Do not submit following both methods unless otherwise instructed.

Note: In order to submit a response electronically, Respondents must be registered with VendorLink. Individual file sizes may be limited by the system.

3.6 FALSE OR MISLEADING STATEMENTS

If a Response contains false or misleading statements or references that do not support a function, attribute, capability or condition as contended by the Respondent, the entire Response may be rejected.

3.6.1 Truth in Negotiation Certificate

For any projects for which the Respondent provides either a lump-sum or cost-plus-a-fixed-fee price in excess of $195,000, the Respondent shall execute a truth-in-negotiation certificate stating that the wage rates and other factual unit costs support the compensation is accurate, complete and current at the time of contracting and said certificate shall become part of the Contract Documents.

3.6.2 Prohibition Against Contingency Fees

Pursuant to section 287.055(6)(a), Florida Statutes, Respondent warrants that it has not employed or retained any company or person, other than a bona fide employee working solely for the Respondent to solicit or secure this Contract and that he or she has not paid or agreed to pay any person, company, corporation, individual or firm, other than a bona fide employee working solely for the Respondent, any fee commission, percentage, gift or other consideration contingent upon or resulting from the award or making of this Contract. Notwithstanding any other provision contained herein, and cumulative to other remedies set forth herein, upon the breach or violation of this Subsection by Respondent, OUC shall have the right to terminate this Contract, without liability and, at its discretion, to deduct from the Contract price, or otherwise recover, the full amount of such fee, commission, percentage, gift or consideration.

mailto:support@evendorlink.com

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3.7 COMPLIANCE FORMS

3.7.1 Public Entity Crimes

Each Respondent shall submit copies of an executed and notarized Sworn Statement under Section 287.133 (3)(a) and 287.135, Florida Statutes, on Public Entity Crimes and Scrutinized Companies.

3.7.2 Dispute Disclosure

Each Respondent shall submit copies of an executed Dispute Disclosure form.

3.7.3 Payment and Performance Bond – Not applicable

Each Respondent shall submit copies of an executed and notarized Section 255.05, Florida Statues on Payment and Performance Bond.

3.8 RESPONSE PREPARATION COSTS

OUC shall provide, without charge, one set of the specifications and documents to prospective Respondents for preparation of responses. Addenda documents will be issued only to prospective Respondents registered in VendorLink.

This solicitation does not commit OUC to pay any costs incurred in the preparation and submission of the Response or to pay any other costs incurred prior to award. Costs of preparing the Statement of Qualification in response to this request are solely the responsibility of the Respondent.

3.9 ADDENDA

Addenda may be issued prior to the opening of the Responses for the purpose of changing or clarifying the intent of this document. All addenda will become a part of the SOQ, and the Respondent shall acknowledge receipt of all addenda in their Response.

No interpretation of the intent of this solicitation will be made orally to any respondent. In the event any interpretation is provided by OUC, only written interpretations will be binding upon

OUC.

3.10 CLARIFICATIONS

It shall be the Respondent's responsibility to advise OUC, before the Response opening date, of conflicting requirements or omissions of information, which require clarification. If a prospective Respondent has doubt as to the true meaning of any part of the solicitation, they may submit a written request for clarification through email to the Buyer of Record; verbal requests will not be accepted. The Respondent must reference the Solicitation Package page number and section heading on any clarification requests.

OUC shall issue an addendum to all Respondents, via VendorLink, once an inquiry is clarified and/or answered. Verbal responses will not be provided and are not binding on OUC.

http://shareouc/pi/ProcVis/Shared%20Documents/Projects/Procedures%20and%20Artifacts%20(PPA)/Source%20Materials/RFP%20Attachments%20and%20Artifacts/Public%20Entity%20Crimes%20Form_v.1_160708.pdf http://shareouc/pi/ProcVis/Shared%20Documents/Projects/Procedures%20and%20Artifacts%20(PPA)/Source%20Materials/RFP%20Attachments%20and%20Artifacts/Public%20Entity%20Crimes%20Form_v.1_160708.pdf http://www.ouc.com/docs/procurement/proc_dispute_disclosure_form.pdf?sfvrsn=2 https://flsenate.gov/Laws/Statutes/2021/255.05 http://shareouc/pi/ProcVis/Shared%20Documents/Projects/Procedures%20and%20Artifacts%20(PPA)/Source%20Materials/RFP%20Attachments%20and%20Artifacts/Payment%20and%20Performance%20Bond%20Form_v.1_160708.pdf

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SCM-SQC-T-01 – Statement of Qualifications – CCNA Template v1.3 – 10-21-19

Those questions not resolved by addenda shall be listed in the space provided on the Statement of Qualifications Exceptions form, together with statements of the basis upon which the Response is made as affected by each question. Failure of the Respondent to request information or make inquiries will not relieve them of any responsibility to perform under the terms of any contract awarded for the work in accordance with subsequent clarifications.

3.11 OPENING

OUC shall open Proposals on the RFP Due Date at 2:30 p.m. EST at 100 West Anderson Street, Orlando, Florida. If required, at a public opening, OUC shall read only the Respondent’s name(s). OUC shall not share any other information at this time, with the exception of solicitations for construction or repairs on public works projects in which the price is submitted.

Proposals not meeting the requirements may be rejected.

All questions concerning this solicitation must reference the document page number, and section heading. OUC shall answer questions and post them to VendorLink as an addendum to the solicitation.

3.12 RESPONSE ACCEPTANCE AND REJECTION

To the extent permitted by applicable local, state and federal laws and regulations, OUC reserves both the right to reject any and all Responses, to waive any and all informalities not involving price, time, or changes in the work with the successful Respondent, and the right to disregard all non-conforming, non-responsive, unbalanced or conditional Responses. Also, OUC reserves the right to reject a Response, in its sole discretion, if the Commission believes that it would not be in its best interest to make an award to that Respondent.

OUC reserves the right to reject any Response if the evidence submitted by the Respondent, or if the investigation of such Respondent, fails to satisfy OUC that such Respondent is properly qualified to carry out the obligations and to complete the work contemplated therein. All Responses will be rejected if there is reason to believe that collusion exists among Respondents.

Responses will be considered irregular and may be rejected if they show serious omissions, alterations in form, additions not called for, conditions or unauthorized alterations, or irregularities of any kind.

Without limiting the generality of the foregoing, OUC may reject any responses which are incomplete or irregular; Responses which omit any one or more items for which the solicitation requires, any Responses from Respondents who have previously failed to satisfactorily complete contractual obligations.

1. The following shall cause an automatic rejection of the response:

a. Responses delivered/submitted after the 2:00 p.m. due date

b. Failure to attend a mandatory pre-response meeting and/or any mandatory presentation (if required)

2. The following items may cause a rejection of the response:

a. Failure to submit copies of any of the signed & notarized (where required) forms:

i. Statement on Public Entity Crimes form

ii. Dispute Disclosure http://www.myvendorlink.com/ http://www.ouc.com/docs/procurement/proc_public_entity_crimes_form.pdf?sfvrsn=2 http://www.ouc.com/docs/procurement/proc_dispute_disclosure_form.pdf?sfvrsn=2

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SCM-SQC-T-01 – Statement of Qualifications – CCNA Template v1.3 – 10-21-19

OUC expects to receive an SOQ response that provides all the information requested and reflects the capabilities of the submitter. Excessive language or unclear SOQ responses may jeopardize your Firm's chances of being approved for the project

3.13 SELECTION PROCESS

The firm will be selected in accordance with OUC policy and the Consultants Competitive Negotiations Act (“CCNA”) using a qualification-based selection process. Pricing will not be discussed until after the firms are selected and ranked by OUC.

A selection committee comprised of OUC staff will evaluate all Statements of Qualifications (SOQs) based on the criteria set forth herein. OUC, at its sole discretion, may contact the references listed in the SOQ as part of the evaluation process.

Upon evaluation of the Responses, the Selection Committee will determine the Respondents having the most responsive and responsible Responses in the best interest of the Commission and a short-list will be prepared for the firms. Some Respondents may be requested to provide “in-person” presentations to the OUC evaluation team.

After the presentations, the Selection Committee will develop final scores based upon the information provided in the presentations, the materials presented and the firm’s responses to the SOQ and a final ranking of the Respondents will be developed by OUC.

3.14 SOLICITATION SELECTION SCHEDULE

OUC shall adhere to the stated schedule during the solicitation process, unless a change notice is issued to the Respondents via a written addendum. OUC reserves the right to postpone the date and time announced for the opening of responses at any time.

OUC expects Responses to address all the information requested in the solicitation and subsequent clarifications, and to reflect the capabilities of the Respondent.

Respondents shall submit their response to this SOQ in accordance with Section 4, Response Submittal Format & Checklist.

3.15 NEGOTIATIONS SCHEDULE

Negotiation will take place with the company (ies) with the most responsive and responsible Response and/or presentation. Negotiations will entail final contract language, and a price methodology required to perform the work. If negotiations fail with the top ranked Respondent, OUC will then negotiate with the company with the next most responsive and responsible Response and/or presentation.

This negotiation process may occur prior to OUC Commission approval. Each Respondent acknowledges that OUC shall evaluate all Responses and may initiate clarification discussions or seek additional information from all or some of the Respondents to fully understand any unclear elements of their Response.

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SCM-SQC-T-01 – Statement of Qualifications – CCNA Template v1.3 – 10-21-19

A final contract award may be contingent upon OUC Commission and legal approval.

3.16 RESPONSE EVALUATION CRITERIA

OUC shall evaluate the Responses based on the information provided by each of the Respondents. OUC’s review may include, in addition to section 1.2, but may not be limited to the following general categories:

1. Qualifications and Experience, including past performance with OUC,

2. Profile and Capabilities,

3. Project Team and Workload,

4. Project Approach,

5. Responsiveness to Requirements,

6. Safety and Quality Programs, and

7. Financial Soundness of Organization.

OUC reserves the right to consider historic information and facts, whether gained from the Respondent’s Response, question and answer conferences, references, and/or other sources during the evaluation process. OUC may conduct such investigations to assist with the evaluation of any Response. The investigation also serves to establish the Respondents’, subcontractors’, and other related entities’ responsibility, qualifications, and financial ability to fulfill the Response requirements to the Commission’s satisfaction, within the prescribed time.

The Respondent solely is responsible for submitting information related to the evaluation categories. OUC is under no obligation to solicit such information. Failure of the Respondent to submit information may have an adverse impact on the Response’s evaluation.

3.17 CANCELATION

Prior to the final execution of a Contract or full Notice to Proceed, OUC reserves the right to rescind said award without prior notice to Respondents. In addition, OUC may reject all Responses, reissue the solicitation packet, or re-award the contract.

3.18 CONTRACT EXECUTION

The selected Respondent(s) shall execute the necessary contractual forms and return the executed forms within ten (10) business days of receipt of forms for execution.

3.19 AWARD

OUC reserves the right to accept or reject any or all of the Statement of Qualifications, with or without cause, or to accept the Statements of Qualifications which, in its sole judgment, best serves the interest of the Commission. OUC reserves the right to award a single or multiple contracts for all response items, or to award separate contracts for single response items or any combination of such items; or to make no contract award.

OUC shall be the judge of its own best interests, the responses, and the resulting contract. An award may be given to the most responsive, responsible and qualified organization whose response is determined to be the most advantageous. All decisions related to this solicitation by the selection committee and Commission will be final. OUC’s rights include the ability to:

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SCM-SQC-T-01 – Statement of Qualifications – CCNA Template v1.3 – 10-21-19

1. Reject any or all responses or parts thereof,

2. Issue subsequent solicitations,

3. Cancel the entire solicitation,

4. Remedy technical errors on the solicitation,

5. Award a contract to one or more Respondents or none at all, and

6. Waive informalities and irregularities in responses.

3.20 TAXES, PERMITS, AND LICENSES

The Respondent's attention is directed to the Florida Statutes regarding taxes, permits, and licenses. It shall be the Respondent's responsibility to determine the applicable taxes, permits, and licenses. If the Respondent has doubt as to whether or not a tax, permit, or license is applicable, they shall state in their response whether this item has been included in their response price and the amount of the applicable tax, permit, or license in question.

3.20.1 Licenses

The Firm must be properly certified by the Florida Secretary of State to do business in Florida. Provide a copy of certification for proper incorporation from the Florida Secretary of State. State if company is a corporation, joint venture, or partnership. The Firm must be properly licensed at the time of submission. Provide copy of current Florida professional license.

3.21 ERROR AND OMISSIONS

Respondents or their authorized representatives are expected to be fully informed as to the conditions, requirements and specifications before submitting responses; failure to do so will be at the Respondent’s own risk. Neither law nor regulations make allowance for errors either of omission or commission on the part of Respondents. In case of error in extension of prices in the response, the unit price shall govern.

3.22 RESPONSE SUBMITTAL FORMAT

Respondents shall complete all required forms and include them in the response submittal package with any other required information. Refer to Section 4, Response Submittal Format & Checklist for more information.

3.22.1 OUC Policies and Procedures for Respondents

The Respondent shall read OUC’s policies and procedures before submitting this Response:

1. Contractor Security Policy

2. Bid Protest Procedure http://www.ouc.com/docs/procurement/procure_contractor_sec_pol.pdf?sfvrsn=2 http://www.ouc.com/docs/procurement/procure_bid_protest_proc.pdf?sfvrsn=6

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3. Generic Contractor Orientation

4. Alcohol and Controlled Substance Abuse Policy

5. OUC Travel and Expense Guidelines

6. All policies – OUC Procurement Services Department website

OUC is committed to providing equal opportunities to Minority/Women Business Enterprises (M/WBEs) as well as all other Suppliers, Consultants, Contractors and Subs who seek to do business with OUC. OUC hereby establishes this policy (“Diversity Policy”) in an attempt to ensure that qualified M/WBEs are made aware of, have an opportunity to make responses to, and are considered on an equal basis with all other qualified respondents for the provision of supplies and services. Follow hyperlink 6, above for additional information on OUC’s WMBE/Supplier Diversity policy, resources and contact information.

These policies and any supplemental policies provided at contractor orientation are hereby fully incorporated into this contract by reference and to the extent applicable to t h e R e s p o n d e n t in the performance of their work. Respondent a n d i t s subcontractors, suppliers, agents, and employees shall fully comply with all such policies as amended from time to time.

3.23 SIGNATURES

By submitting this response with the authorized electronic signature, the Respondent hereby declares that, in all respects for and in good faith, without collusion or fraud:

1. Only the individuals or organizations interested in this response/bid response as principal or principals are named in this Response.

2. No other individuals or organizations than mentioned in this Response have any interest in this Response/Bid Response or in the subsequent contract.

3. This Response/Bid Response is made without connection with any other person, company, or parties likewise submitting a Response/Bid Response.

Respondents shall prepare Responses in accordance with the Instructions to Respondent’s document. Failure to submit the necessary forms may cause a rejection of the response. The Respondent hereby agrees to provide the services and/or items specified in the solicitation packet pursuant to the requirements of this document.

End of Instructions to Respondents http://www.ouc.com/docs/procurement/procure_contractor_orientation_stanton.pdf?sfvrsn=4 http://www.ouc.com/docs/procurement/proc_alc_cont_subs_abuse_policy.pdf?sfvrsn=2 http://www.ouc.com/docs/procurement/proc_travel_expense_guidelines.pdf?sfvrsn=2 http://www.ouc.com/doing-business-with-ouc/procurement

SOQ 25 8317 DPS PROFESSIONAL ENGINEERING DESIGN,

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Orlando Utilities Commission

SCM-SQC-T-01 – Statement of Qualifications – CCNA Template v1.3 – 10-21-19

4 STATEMENT OF QUALIFICATIONS SUBMITTAL FORMAT & CHECKLIST

A checkmark (✓) on the items below indicates these are applicable items and the terms and conditions stated in earlier sections are applicable. Respondents shall complete all the forms checked

(✓) below and include them in the response submittal package in order with any other information.

Please provide a written signature on all original forms and, when required, a notary stamp. Scan & upload these forms with the SOQ.

Complete Attachment D, Qualifications Fill-Forms. Please make sure to download, complete, and submit the hyperlinked forms with your submittal. Please refer to Qualification Fill-In Form for page limits.)

Tab 1 – Respondent information

✓ SOQ Cover letter on company’s letterhead (including brief history and list of projects) (max. 2 pages)

Tab 2 – Respondent References & Qualifications (Section 2.2.3)

✓ Company’s experience including minimum qualifications as listed in Section 1.8 (max. 2 pages)

✓ Key Personnel & Subconsultants' experience (max. 10 pages)

✓ Organizational chart

✓ Project Approach (max. 2 pages)

✓ Minority & Women-Owned Business Enterprise

✓ Pre-Employment Screenings as listed in section 2.2.2.4

✓ Safety Performance History

✓ Quality Programs

✓ Project Controls (Description of firm’s methodology as listed in Section 2.2.2.3) (max. 2 pages)

✓ Project Reference (complete Reference tab in the Qualification Form)

✓ Professional Engineer’s license (Mandatory Requirement)

Tab 3 – Financial/Legal Information

✓ Insurance

✓ Litigations/Disputes & Compliance

✓ Annual Financial Statement for the last three (3) years

Firm’s financial health information as listed in Section 2.2.2.1

CONSULTING, AND SUPPORT SERVICES FOR THE REPLACEMENT OF

THE BELLE ISLE SECONDARY WATER MAIN Orlando Utilities Commission

SCM-SQC-T-01 – Statement of Qualifications – CCNA Template v1.3 – 10-21-19

Tab 4 – Compliance Forms (Respondent must provide the following required forms with their proposal)

✓ Sworn Statement on Public Entity Crimes and Scrutinized Companies Under Florida Statutes, Section 287.133

(3) (a) and 287.135

✓ Dispute Disclosure

✓ Addenda

✓ Truth-In-Negotiation

Tab 5 – Additional information for consideration

✓ Economic Development Opportunities as described in Section 2.2.4 (max. 2 pages)

✓…