SOQ_PR9107__Continuing_Professional_Engineering_and_Support_Services_for_District_Cooling_Systems_Final.pdf

Orlando Utilities Commission SOQ PR9107 – Continuing Professional Engineering and Support Services for District Cooling Systems

Continuing Professional Engineering and

STATEMENT OF QUALIFICATIONS (SOQ) - CCNA

SOQ PR9107

SOQ Advertising Date: June 8, 2026

Issue Date: June 5, 2026

Pre-response Conference: Not Mandatory Attendance

Pre-response Conference Date: June 12, 2026

Questions/Comments Due: June 17, 2026

Addendum Issue Date: June 24, 2026

SOQ Due Date: July 14, 2026 by 2:00 PM EST

Short List Based on SOQ’s (Tentative):

August 12, 2026

Conduct Interview and Rank (Tentative):

August 26, 2026

Direct all inquiries to Buyer of Record:

Bhumika Nathoo

407-434-4008 bnathoo@ouc.com

Orlando Utilities Commission Orlando, Florida

SOQ PR9107 for Continuing Professional Engineering and Support Services for District Cooling Systems

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 Bidder Qualifications

1.8 Response Evaluation Criteria

2 Bidder Requirements and Qualifications

2.1 Detailed Scope, Requirements, & Drawings

2.2 Bidder Information & Required Bidder Qualifications

2.2.1 Cover Page Bidder 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 Bidders

3.1 Legal and Public Record Statement

3.2 Confidentiality Notice to Bidders

3.2.1 Exemptions

3.3 Acknowledgement

3.3.1 Statement of No Bid

3.4 General Information

3.4.1 Common Terms

3.4.2 Preparation

3.4.3 Signatures

3.4.4 Clarification of Response

3.4.5 Acceptance of Response Content

3.4.6 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 Negotiation 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 Bidders

3.23 Signatures

4 Statement of qualifications Submittal Format & Checklist

5 Attachments

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(S O

Q ) Orlando Utilities Commission

Orlando, Florida

SOQ PR9107 for Continuing Professional Engineering and Support Services for District Cooling Systems

Direct all inquiries to the Buyer of Record: Bhumika Nathoo

407-434-4008 bnathoo@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 Bidders section of this document; or, may be provided during a Pre-Conference Meeting.

2. Electronic response submittals, described in the Electronic Submittal of the Response section of this document, will be accepted and are highly encouraged. Hard copy response submittals may be used when necessary and must adhere to the hardcopy proposal submission instructions. Do not submit following both methods unless otherwise instructed. Email or other means will not be accepted.

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

http://www.ouc.com/docs/procurement/hard-copy-proposal-submission-instructions.pdf?sfvrsn=0 mailto:support@evendorlink.com

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

The purpose of this Statement of Qualification (SOQ) is to identify and select one or more qualified engineering consulting firms to support OUC in design and operation of its District Cooling Systems.

It is OUC’s intention to negotiate a continuing contract with one or more of the highest ranked firms in the areas of Civil, Electrical and Mechanical Engineering for on-going services on an as-needed basis.

The selected Consultant(s) shall provide professional engineering design, consulting, and support services under a continuing contract. Services may include planning, design, permitting, procurement support, construction phase services, commissioning, operational support, and related activities as required. Being selected and successfully awarded a continuing contract for one or more of the work categories is not a guarantee that a firm will be awarded any specific project awards.

OUC intends to negotiate continuing contracts with the highest-ranked Respondents and reserves the right to award one or multiple contracts, or to make no award, if deemed in the best interest of OUC.

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

1.2 SELECTION CRITERIA

Selection Criteria may include but not limited to the following:

Financials

Safety Performance History

Litigations/Disputes

Project Management Staff/Experience/Workload

Engineering Staff/Experience/Workload

Professional Certifications and Licenses to Work in Florida

Central Florida Resources and Support Capabilities

Related Past Projects – Relevance, scope and performance

Relevant Experience in Florida

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 WILL INCLUDE AT A MINIMUM: PROFILE & CAPABILITIES;

RELATED EXPERIENCE; PROJECT TEAM/WORKLOAD; FINANCIAL REPORTING; REFERENCES, PROJECT

APPROACH.

http://www.ouc.com/

Firms considered initially to meet or exceed the minimum qualifications may be asked to provide an interview/presentation to the Evaluation Committee. If interviews/presentations are scheduled, they will be conducted at OUC facilities and will last no longer than one (1) hour. Content of the presentation shall be as outlined in Attachment B.

1.3 REQUIREMENTS

The following are requirements necessary for any Response to be considered:

1. Respondent Qualifications and Experience

1.a. Describe the Respondent’s experience providing professional engineering services for district cooling, chilled water distribution systems, and chilled water service systems.

1.b. Provide a minimum of three (3) relevant projects of similar size and complexity completed within the last five (5) years.

1.c. Provide details for each project as follows:

1.c.1. Project name, location, and if it was with OUC 1.c.2. Scope of services performed 1.c.3. Project value and duration 1.c.4. Outcomes and performance results 1.c.5. Reference contact information

2. Technical Capabilities – District Cooling / Chilled Water

2.a. Describe the Respondent’s capabilities in the following areas:

2.a.1. Chilled water plant design, including chillers, pumps, cooling towers, and advanced condenser water treatment systems 2.a.2. Distribution system design, isolation valve design, pressure sustaining valves, and hydraulic modeling 2.a.3. Thermal energy storage systems 2.a.4. Energy transfer stations, customer connections, heat exchanger systems, and side-stream and inline filtration systems 2.a.5. Control systems, including SCADA and building automation integration 2.a.6. Electrical design engineering of 480 VAC or less systems 2.a.7. Electrical design engineering of 4160 VAC or greater systems 2.a.8. Electrical coordination, arc flash, and grounding studies 2.a.9. Civil and geotechnical engineering of underground utilities with pipe diameter 12” or greater. (If Applicable) 2.a.10. Structural engineering of above ground or elevated pipeline systems. (If Applicable)

2.b. Describe the Respondent’s experience with the following:

2.b.1. Load analysis and demand forecasting 2.b.2. Life-cycle cost analysis and energy optimization 2.b.3. Variable primary flow systems 2.b.4. Troubleshooting and implementation of operational improvements 2.b.5. Submittal and equipment selection review as an Owner’s Representative 2.b.6. Operations and Maintenance manual generation 2.b.7. Complex permitting requirements with city, county, and state AHJ

3. Project Approach and Methodology

3.a. Describe the Respondent’s approach to performing services under a continuing contract on an as-needed basis.

3.b. Describe the Respondent’s approach to the following:

3.b.1. Planning and feasibility studies 3.b.2. Design development and quality control 3.b.3. Permitting and regulatory coordination 3.b.4. Construction phase support and commissioning

3.c. Describe how the Respondent will coordinate with OUC and other stakeholders.

4. Project Team and Staffing

4.a. Identify the proposed project manager and key personnel.

4.b. Provide resumes highlighting relevant experience.

4.c. Describe roles and responsibilities for each team member.

4.d. Identify current workload and availability.

4.e. Respondent that personnel are properly licensed in the State of Florida.

5. Quality Control and Assurance

5.a. Describe the Respondent’s internal quality control procedures.

5.b. Describe how deliverables are reviewed prior to submission.

5.c. Provide examples demonstrating accuracy and consistency in prior projects.

6. Regulatory and Standards Compliance

6.a. Describe the Respondent’s knowledge and application of applicable codes and standards, including ASHRAE.

6.b. Describe experience obtaining permits from local, state, and federal agencies.

6.c. Describe experience working within Florida regulatory requirements.

7. Construction and Commissioning Support

7.a. Describe experience providing construction phase services, including:

7.a.1. Submittal and RFI review

7.a.2. Site observations 7.a.3. Change order support

7.b. Describe experience with commissioning and system start-up for chilled water systems.

8. Operational Support and Optimization

8.a. Describe experience with system troubleshooting and performance optimization.

8.b. Describe experience identifying and implementing operational improvements.

8.c. Describe experience supporting asset management and long-term system planning.

9. Schedule and Responsiveness

9.a. Describe the Respondent’s ability to respond to task orders on short notice.

9.b. Describe the approach to managing multiple assignments concurrently.

9.c. Provide typical turnaround times for deliverables.

10. Deliverables and Documentation

10.a. Describe the Respondent’s approach to preparing the following:

10.a.1. Engineering reports 10.a.2. Drawings and specifications 10.a.3. Models and calculations

10.b. Respondent the ability to provide deliverables in formats required by OUC.

11. Safety and Risk Management

11.a. Describe the Respondent’s safety program and performance record.

11.b. Describe the approach to risk identification and mitigation on projects.

1.4 PROJECT DESCRIPTION

Please see Attachment A for the detailed Scope of Work and Technical Requirements.

1.5 PRE-RESPONSE CONFERENCE

Refer to Attachment C – Invitation to Pre-Response Conference

1.6 TERM OF CONTRACT

The services shall be contracted for a period of five (5) years.

1.7 MINIMUM BIDDER QUALIFICATIONS

Firms shall meet any requirements as listed in this solicitation along with those listed below:

1. Proposer shall be properly licensed to perform professional engineering services in the State of Florida.

2. Proposer shall have a minimum of five (5) years of experience providing engineering services for district cooling and/or chilled water systems.

3. Proposer shall have successfully completed at least three (3) projects of similar size and complexity within the last five (5) years.

4. Preference is for firms to have a local office in Central Florida (Orange and Osceola County), but at a minimum the Respondent must demonstrate local firm or staff experience within Central Florida.

5. Proposer shall provide information in Attachment D - Qualification Fill-in Forms.

1.8 RESPONSE EVALUATION CRITERIA

Refer to the Instructions to Bidders section of this document.

2 BIDDER REQUIREMENTS AND QUALIFICATIONS

2.1 DETAILED SCOPE & TECHNICAL REQUIREMENTS

[Refer to Attachment A for the detailed Scope of Work and Technical Requirements.

2.2 BIDDER INFORMATION & REQUIRED BIDDER QUALIFICATIONS

Refer to Section 1.7 Minimum Bidder Qualifications for more information.

REFER TO ATTACHMENT D QUALFICATIONS FILL IN FORMS FOR SUBMITTAL DATA DETAILS

REQUIRED BY RESPONDENTS.

ALL INFORMATION LISTED IN SECTION 2.2 SHALL BE PROVIDED USING THE ATTACHMENT D

QUALIFICATION FILL-IN FORMS EXCEPT SPECIFICALLY WHERE AN ATTACHMENT IS

REQUESTED/REQUIRED AS INDICATED IN THE FILL-IN FORM. DO NOT USE “SEE ATTACHED” IN

PLACE OF PLACING THE RESPONSE DATA DIRECTLY INTO THE FILL-IN FORM UNLESS AN

ATTACHMENT IS SPECIFCALLY REQUESTED.

2.2.1 Cover Page Bidder Information

On company letterhead Bidder to provide a response cover page with the following information:

1. Firm Name

2. Name of Parent Company if applicable

3. Complete Business Address

4. State of Incorporation

5. Number of years in business

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

7. Women or Minority owned business status

8. Dun & Bradstreet number

9. Licenses obtained to conduct business with OUC

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

11. For construction projects, Workman’s Compensation Experience Modification Rating for the last 3 years, including:

a. OSHA Incidence Rate for the last 3 years

b. OSHA Frequency Rate for the last 3 years

c. (Number of Lost Time Cases x 200,000/Total Man-hours)

d. OSHA Severity Rate for the last 3 years

e. (Number of Lost Work Days x 200,000/Total Man-hours)

2.2.2 Background Information

2.2.2.1 Financial Information

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

a) Firm’s Financial Report for the past three years, if available

b) Annual dollar volume (Millions) 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

d) Firm’s ability to furnish performance and payment bond for work and remaining bonding capacity

2.2.2.2 Project Team and Workload

Provide the following information about your proposed project team:

a) Organizational chart(s) showing names, roles, and company affiliation.

b) Identify key personnel assigned to the project; at a minimum specifically list the names of the Project Manager, Project Architect, Engineer, etc.

c) Indicate the availability on a dedicated basis for each proposed individual assigned to the OUC project.

d) Resumes for key individuals should be provided. Limit each resume to two pages or less. Also include any and all certifications/licenses they may have related to this work.

e) Include any and all Firm’s certifications related to this work.

f) List of proposed major subcontractors, if applicable.

Additionally, indicated if the Firm conducts pre-employment screenings for the following:

a) Drug Screening Tests

b) Workers’ Compensation History Review

c) Driver’s License Verification

d) Pre-employment Physical Exam

e) Criminal History Review

2.2.2.3 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.

2.2.2.4 Sample Deliverable Documents

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

a) Feasibility study

b) Design document

c) Piping & instrument diagram

d) Electrical schematic

e) Controls schematic

f) Major equipment specification suitable for procurement

2.2.3 Project References and Qualifications

1. Provide at least three (3) references for work completed in the last 5 years with contact information related to completed projects with the similar scope and size project.

Include the following in the description of the project:

a. Narrative description of the project (one page maximum)

b. Value as Awarded:

c. Dollar Percentage of work performed by subcontractors:

d. Dollar Percentage of work performed by WMBEs:

e. Scheduled Completion Date

f. Actual Completion Date

g. For any portion of the project which was not self-performed by the Firm, please list the other major partners involved in the work and describe their scope:

h. List key management personnel including engineering, construction, startup & commissioning, and contract negotiations:

i. Provide a list all major sub-contractors and sub-consultants. Include a brief description of their scope of work

Contact must be pre-verified by Proposer. Projects whose references cannot be verified will not be considered If deemed pertinent, OUC will request to do site visits to customers provided as references by selected Bidder or Bidder’s affiliates.

2. List the number of projects (with similar scope and size) that the bidding organization has completed and are in progress.

3. Provide a complete list of all the subcontractors that may be part of the project, with a list of project(s) that they had participated with similar scope and size to this SOQ

2.2.4 Additional Information

Should bidder be awarded the work in this SOQ, please provide information on any Economic Development Opportunities that Bidder 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.

Provide any additional information you wish for OUC to consider in this Response.

(Limit to 3 pages)

3 INSTRUCTIONS TO BIDDERS

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 BIDDERS

By submitting a response to OUC, each Bidder acknowledges and understands that OUC is a public agency subject to Chapter 119 Florida Statutes (“Public Records Law”). Any Response document the Bidder submits will become a public record when OUC provides notice of an intended decision or 30 days after opening the bids, 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 Bidder wishes to claim an exemption on any portion of its Response to OUC, the Bidder 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 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 Bidder, 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 Bidder from further consideration

2. The selected Bidder agrees to obtain and provide proof of Worker's Compensation, General Liability, Automotive, Professional Liability and other insurance requirements, prior to award, in accordance to 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 Bidder 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 Bidder’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 Bidder 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 Bidder, 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 Bidder 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 Bidder’s organization, or in the proposed transaction. A direct or indirect financial interest in the selected Bidder’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, has an ownership interest in the selected Bidder’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 Bidder.

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

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

9. No member of the selected Bidder’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 interest or the appearance of a conflict of interest.

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

11. The selected Bidder, 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 Bid

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 bid on this SOQ, send the Buyer of Record an email briefly explaining their “no bid” decision. This response will help to improve the solicitation process and any future communications.

3.4 GENERAL INFORMATION

Bidders shall prepare Responses in accordance with the requirements of these Instructions to Bidders. Not preparing a Response, in accordance with such instructions, implies that the Bidder 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 specifications and documents.

http://www.myvendorlink.com/

3.4.1 Common Terms

OUC and Bidders (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” 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

Bidders shall submit Proposals 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 content.

3.4.3 Signatures

An authorized representative of each Bidder shall:

1. Sign or e-sign the Response, give their full name and title, and provide the Bidder’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

Bidders 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, Bidders 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 Bidder Name on the Response Cover Page on Bidder’s letterhead.

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

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 Bidder 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, Bidders 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 Supplier provides either a lump-sum or cost-plus-a-fixed-fee price in excess of $195,000, the Supplier shall execute a truth-in-negotiation certificate stating that the wage rates and other factual unit costs supporting the compensation are 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, Supplier warrants that it has not employed or retained any company or person, other than a bona fide employee working solely for the Supplier 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 Supplier, 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 Supplier, 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

3.7 COMPLIANCE FORMS

3.7.1 Public Entity Crimes

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

3.7.3 Payment and Performance Bond

Each Bidder 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 Bidders for preparation of responses. Addenda documents will be issued only to prospective Bidders 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 Bidder 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 Bidder must reference the Solicitation Package page number and section heading on any clarification requests.

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

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 Bidder 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 Bidder name and if they 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 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 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 have provided all the required information. 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 addenda 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 Bidders 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

OUC expects to receive an SOQ response that provides all of 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.

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. A short-list will be prepared based on the SOQ.

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

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. Some Respondents may be requested to provide “in-person” presentations to the OUC evaluation team.

After the presentations, a final evaluation will be made.

3.14 SOLICITATION SELECTION SCHEDULE

OUC shall adhere to the stated schedule during the solicitation process, unless a change notice is issued to the Bidders 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 of the information requested in the solicitation and subsequent clarifications, and to reflect the capabilities of the Bidder.

Bidders shall submit any supplemental information in accordance with Section 4, Response Submittal Format & Checklist.

3.15 NEGOTIATION SCHEDULE

Negotiation will take place with the company(s) 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. If OUC plans to qualify multiple suppliers for Master Service Agreements, OUC may negotiate with multiple companies simultaneously.

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

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 Bidders. OUC’s review may include, but may not be limited to the following categories:

1. Qualifications and Experience, including past performance for OUC

2. Profile and Capabilities

3. Project Team and Workload

4. Project Approach

5. Responsiveness to Requirements

6. Safety and Quality Programs

7. Financial Soundness of Organization

OUC reserves the right to consider historic information and facts, whether gained from the Bidder’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 Bidders’, 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 Bidder solely is responsible to submit information related to the evaluation categories. OUC is under no obligation to solicit such information. Failure of the Bidder to submit information may cause 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 Bidders. In addition, OUC may reject all Responses, reissue the solicitation packet, or re-award the contract.

3.18 CONTRACT EXECUTION

The selected Bidder 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 sole judge of its own best interests, the responses, and the resulting contract. An award may be made to the most responsive and responsible organization whose response is determined to be the most advantageous to OUC. All decisions related to this solicitation by the Selection Committee and Commission will be final. OUC’s rights include the ability to:

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 Bidders or none at all

6. Waive informalities and irregularities in responses

3.20 TAXES, PERMITS, AND LICENSES

The Bidder's attention is directed to the General Terms and Conditions and the Florida Statutes regarding taxes, permits, and licenses. It shall be the Bidder's responsibility to determine the applicable taxes, permits, and licenses. If the Bidder 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

Bidders 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 Bidder’s own risk. Neither law nor regulations make allowance for errors either of omission or commission on the part of Bidders. In case of error of extension of prices in the response, the unit price shall govern.

3.22 RESPONSE SUBMITTAL FORMAT

Bidders 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 Bidders

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

1. Contractor Security Policy

2. Bid Protest Guidance

3. Generic Contractor Orientation

4. Drug and Alcohol Free Workplace and Testing Policy

5. OUC Travel and Expense Guidelines

6. All policies – OUC Procurement Services Department website

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 the supplier in the performance of their work. Supplier and its 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 Bidder 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.

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

http://www.ouc.com/docs/procurement/procure_contractor_sec_pol.pdf?sfvrsn=2 http://shareouc/procuretopay/Shared%20Documents/Linked%20Procedures%20and%20Artifacts/SCM-BID-G-01%20Bid%20Protest.pdf 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

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. Bidders shall complete all the forms checked (✓) below, and include them in the response submittal package in order with any other information.

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

Statement of Qualifications (checked if applicable)

Tab 1 – Cover Page

SOQ Cover Page on Bidders Letterhead as described in Section 2.2.1

Tab 2 – See attached Excel file titled “SOQ PR9107 OQ Attachment E – Qualification Fill-In Form

Annual Report for the past three years

☒ Firm’s financial health information as listed in Section 2.2.2.1

Tab 3 – Project References and Qualifications

☒ Response to Minimum Bidder Qualifications as listed in Section 1.7

References and qualifications as listed in Section 2.2.3

Tab 4 – Project Team and Workload

Information on the Firm’s propose project team as described in Section 2.2.2.2

☒ Description of Firm’s pre-employment screenings as listed in Section 2.2.2.2

Tab 5 – Sample Deliverable Documents

Applicable sample deliverable documents as listed in Section 2.2.2.4

Tab 6 – Project Controls

Description of Firm’s methodology as listed in Section 2.2.2.3

Tab 7 – Required Forms

Provided at time of SOQ

Sworn Statement on Public Entity Crimes and Scrutinized Companies Under Florida Statutes, Section 287.133 (3) (a) and 287.135

Dispute Disclosure

Addenda

Provided at time of award

Copy of Company’s Business License http://www.ouc.com/docs/procurement/proc_public_entity_crimes_form.pdf?sfvrsn=2 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 https://www.ouc.com/wp-content/uploads/2025/11/Addendum.pdf

Copy of Insurance Certificate

W-9 Form

Tab 8 – Additional Information for Consideration

Economic Development opportunities as described in Section 2.2.4 http://www.ouc.com/docs/procurement/proc_w9_form.pdf?sfvrsn=2

5 ATTACHMENTS

Detailed Scope of Work & Technical Requirements

Optional Interview/ Presentation

Invitation to Pre-Response Conference

Attachment D: Qualifications Fill in Form

DETAILED SCOPE OF WORK & TECHNICAL

REQUIREMENTS

1. Purpose

The Consultant shall provide professional engineering services on an as-needed basis under a Continuing Services Agreement in accordance with Florida Statute 287.055. Services shall support multiple projects of a routine nature, including general engineering and District Cooling Systems.

2. General Requirements

a. The Consultant shall furnish all labor, supervision, materials, equipment, and incidentals necessary to perform the services.

b. The Consultant shall comply with all applicable federal, state, and local laws, codes, and regulations.

c. The Consultant shall coordinate with OUC’s authorized representative.

d. The Consultant shall perform only services authorized by the OUC.

e. The Consultant shall comply with all statutory limitations applicable to continuing contracts.

3. Scope of Services

a. Planning and Studies

1. The Consultant shall perform feasibility studies, alternatives analysis, and condition assessments.

2. The Consultant shall prepare technical reports, cost estimates, and recommendations.

3. The Consultant shall support capital planning and asset management efforts.

4. Consultant shall perform Owner’s Representative role if OUC requires

b. Design Services

1. The Consultant shall prepare engineering designs, drawings, and specifications.

2. The Consultant shall develop calculations, models, and design criteria.

3. The Consultant shall ensure compliance with applicable standards and codes.

4. The Consultant shall prepare cost estimates at appropriate design stages.

5. The Consultant shall review engineering designs, drawings, and specifications, when in Owner’s Representative role.

c. Permitting and Regulatory Support

1. The Consultant shall prepare permit applications and supporting documentation.

2. The Consultant shall coordinate with regulatory agencies.

3. The Consultant shall address review comments and obtain approvals.

d. Procurement Support

1. The Consultant shall prepare technical specifications and supporting documents.

2. The Consultant shall respond to bidder questions and provide clarifications.

3. The Consultant shall assist with technical evaluation of proposals or bids.

e. Construction Phase Services

1. The Consultant shall review shop drawings, submittals, and requests for information.

2. The Consultant shall perform site visits and prepare observation reports.

3. The Consultant shall assist with evaluation of change orders and claims.

f. Post-Construction Services

1. The Consultant shall review record drawings and closeout documentation.

2. The Consultant shall assist with inspections and punch list completion.

g. District Cooling / Chilled Water Engineering Services

1. The Consultant shall evaluate existing district cooling plants and distribution systems, including condition assessments, performance analysis, and capacity evaluations.

2. The Consultant shall perform load analysis, demand forecasting, and system capacity planning to support current and future system requirements.

3. The…