SOQ26_9357_OQ_Addendum_No._1_Issue.pdf

SOQ26 9357 OQ

Préqualification for Fern Creek 230kV Underground Transmission Line and Water Main Civil Construction Services

ADDENDUM 1

DATED: July 21, 2026

SOQ26 9357 OQ has been amended as stated below (or on the following page).

In your Response submittal, you MUST note that Addendum 1 was received OR YOUR RESPONSE MAY BE CONSIDERED NON- RESPONSIVE. If additional information is required regarding this SOQ, please feel free to contact the buyer of record at rmccarty@ouc.com. Thank you for your participation in this SOQ.

SOQ Schedule Extension:

The Due date for the Responses to this SOQ has been extended from 7/24/26 to August 11, 2026, at 2:00 pm. All responses to be submitted through VendorLink.

The Question Cutoff date is extended to July 23, 2026 with Final Addendum issue date on or before July 29, 2026.

Questions and Responses

Question received to date will be addressed in a follow-up Addendum by close of business July 22, 2026.

Please find the following Attachments that are included and made a part of this Addendum No. 1.

Attachment A- Pre Response Agenda-Presentation Overview

Attachment B: Compliance Forms –Disputes Disclosure, Payment and Performance Bond Compliance, and Public Entity Crimes.

Note: There shall be no communication between the respondent, their employees or subcontractors concerning this SOQ to anyone within OUC except the buyer of record. Responses are due by 2:00 p.m.

EST. July 24, 2026. The last day for submitting questions is July 23, 2026.

Orlando Utilities Commission P.O. Box 3193 Orlando Florida 32802 Purchasing: 100 W. Anderson St. Orlando, FL 32822 Phone: 407.434.4048 Fax: 407.434.4338 Website: www.ouc.com

Sincerely, Orlando Utilities Commission Rob McCarty, Sr. Buyer Ph# 407-434-3101 Fax 407-434-5088

ATTACHMENT A

Pre Response Teams Conference Agenda- Presentation Overview

Pre-Response Conference Attendance is Non-Mandatory

Fern Creek Underground 230kV and Water Main Civil Construction Services Prequalification

July 7, 2026

St Cloud East- Magnolia Ranch North 230kV Line Project Construction Services Prequalification

Pre-Response Conference Agenda

• Welcome and Introductions

• Meeting Purpose and Objectives

• Project Background/Overview

• Overview

* Components of SOQ

* Overview of Process

* Questions and Communications

* SOQ Milestone Dates

* Causes for Automatic Rejection

* Contents and Format of Response Submittals

* SOQ Document LINKS

* Open Questions and Other Comments

* Closing

Introductions

OUC Staff

Buyer of Record: Rob McCarty

Other OUC Participants: Xama Joshi, Dan Slack, Travis Hollman, Chuck Digerlando

Participants from WSP USA Inc: Jason Brown Attending Prospective Respondents

Meeting Purpose & Objectives

• To provide overview and clarify the Project.

• To educate the prospective responders of the process and the components of the SOQ documents.

• General overview of the submittal instructions and submittal contents/format being requested.

• To allow an opportunity for questions in order to further clarify any elements of the project and qualification requirements.

Project Background/Overview

– BRIEF CONSTRUCTION SCOPE OF WORK

Transmission

• Orlando Utilities Commission (OUC) is planning on constructing a new 230 kV transmission line in Orlando, Florida. The new 230 kV circuit will ultimately connect the Lake Highland Substation to the Stanton Energy Center.

• The work under these specifications shall include furnishing and installing ductbanks, vaults, and handholes per supplied drawings between STA 61+25 to STA 111+00, as described below:

• 1. The route intersects the previously installed ductbank near the intersection of Canton Street and Fern Creek Avenue. The route then heads South on Fern Creek Avenue for approximately 0.92 miles and turns East onto East Robinson Street. From this intersection, the route continues East for 0.02 miles and shall tie into existing infrastructure.

a. The duct bank shall consist of eight (8) eight-inch (8”) diameter conduits, two (2) four-inch (4”) diameter conduits and two 2) two-inch (2”) diameter conduits. Six (6) of the eight-inch (8”) conduits will each contain a single XLPE-insulated power cable and the remaining two (2) shall be a spare. The two (2) four-inch (4”) conduits will each contain three (3) HDPE SDR-9 innerducts for communications and the two (2) two-inch conduits will each contain a Ground Continuity Conductor.

2. There are three (3) splice vaults along the route.

a. Splice vaults 3A (STA 66+56) & 3B (STA 68+49)

b. Splice vault 4, at STA 96+00

3. There are two (2) communication handholes along the route.

Continued

B. The installation of ductbank before STA 61+25 and after STA 111+00 are part of a separate contract. Ductbank installation between splice vaults shall not be constructed prior to installation of any splice vault. The Contractor is to tie into the already installed ductbank sections at both ends.

C. This project is being designed and constructed in conjunction with the Orlando Utilities Commission’s Water Department.

Coordination with the Orlando Utilities Commission’s Water Department is required.

D. The City of Orlando is currently working on improvements to sanitary facilities along the project corridor; this work is expected to be completed before mobilization.

Water Main

The Water Main Scope consists of replacement of approximately 3,000 lineal feet of OUC’s water mains located within the portion of Fern Creek Avenue from East Robinson St. to Canton Street. These water mains are installed by open cut construction. New fire hydrants and isolation valves are to be provided as shown on the Contract Documents. Disinfection sample points will also be installed per FDEP regulations. Sod replacement, driveway, roadway, curb and right-of-way repair, including concrete, asphalt, dirt, and gravel replacement in kind will be required at all disturbed areas.

Additional general work that will be performed includes but is not limited to:

1. Water main disinfection sampling points.

2. Cathodic Protection of water main.

3. Abandonment and installation of valves, services, and bypassing.

4. Relocation/replacement of water meters, as required.

5. Removal and salvage of underlying brick paver (including cleaning, palletization, securing and reinstallation and/or delivery to the City’s specified location.

6. Replacement/reconstruction of base and asphalt pavement or brick pavers.

7. Coordination with/identification of and/or protection or restoration of existing utilities within the project area including adjustments of manholes and utility box elevations.

8. Dewatering during construction.

9. Sod replacement, driveway, roadway, and right-of-way repairs, including concrete, asphalt, dirt, and gravel replacement in kind will be required at all disturbed areas.

10. Public Relations including coordination with local residents, churches, businesses, CITY, OUC and OWNER’s Representative.

A. Project Location

The project will be located in the City of Orlando/Orange County in the Fern Creek Area along North Fern Creek Avenue. The crossing streets include East Robinson Street, East Ridgewood Street, East Livingston Street, Harwood Street, East Amelia Street, Mount Vermont Street, E Concord Street, Hillcrest Street, East Colonial Avenue, Woodward Street, Pinecrest Avenue, Park Lane Street, Illinois Street, East Marks Street, Garvin Street, Weber Street and Canton Street.

Roadway Restoration

• Restoration scope will vary depending on location and will include:

– Remove asphalt from historic brick

– Palletize brick for reuse in historic district

– Historic District: Historic brick for both travel lanes with concrete bike path

– Non-Historic District: Asphalt restoration including milling and resurfacing northbound lane

Components of the SOQ Package

• Cover/Title Page

• SOQ Schedule dates and other key information

• Main Table of Contents

• Introduction

• Detailed Scope, Respondent Requirements, and Qualifications.

• Instructions to Respondents

• Statement of Qualifications – submittal format & checklist

• Attachments

– Attachment A General Description and Scope of Work Transmission Line (Base Bid F)

– Attachment B General Description Water Main Summary of Work

– Attachment C Roadway Construction Plans- Preliminary

– Attachment D Invitation to Pre-Response Conference

– Attachment E Qualifications Fill In Forms (Excel Workbook)

Overview on Qualifications Process

• 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.

• The SOQ: Following responses being received and distributed the Review Committee will evaluate and score the responses.

The qualifications results firm(s) will be announced through VendorLink.

• All responses are to be submitted sealed and delivered electronically through VendorLink.

• Responses are opened and screened for completeness and minimal requirements. Responses which include excessive or erroneous exceptions, do not meet with the minimum requirements, or are considered to be incomplete may be considered irregular and disqualified and illuminated from the evaluations.

• Accepted responses are then tabulated together and issued for Review Committee members review.

• If clarifications are needed, questions may be issued in writing to the Respondent for additional information.

• Responses to Clarification Requests are to be in writing and are to be timely in accordance with the stated due date and time.

• Review committee will score the accepted responses in accordance with the established criteria.

At OUC sole discretion interviews may be requested with firms prior to the final qualification status of a respondent is determined.

Questions & Communications

• All Questions other than those allowed during the Pre- Response Conference shall be submitted in writing by Email to the Buyer of Record. No Verbal request will be allowed.

• All qualifying submitted questions and responses will be issued to all qualifying prospective Respondents via Addendum.

Overview on Qualifications Process & SOQ Milestone Dates

EVALUATION/SELECTION PROCESS SCHEDULE

Event Issue Date

Issue Date: June 29, 2026

Pre-response Conference Call: Not Mandatory Attendance

Pre-response Conference Call Date: July 7, 2026 10:30 am

Questions/Comments Due: July 14, 2026

Addendum Issue Date: July 21, 2026

SOQ Due Date: July 24, 2026 by 2:00 PM EST

Prequal announcement Mid to Late August

Causes for Automatic Response Rejection

The following Shall Cause Automatic Rejection.

• Responses delivered after 2:00 pm Est. due date.

• Firms found not to be properly licensed in the State of Florida.

• Firms found not to meet with the minimum insurance requirements.

• Firms not having a verifiable minimum available bonding capacity of $30M or greater.

• Firms found not have adequate or related project references significantly meeting with the guidelines outlined in the SOQ documents and Qualifications Fill In Forms.

• Responses having a reported OSHA EMR rating over 1.0 within the years of 2023, 2024, or 2025.

• Project Manager and/or Superintendents qualifications/experience not reflective of having 7 years experience with civil electric transmission and Water Main construction projects of similar size and complexities as described for this project.

• Firm does not have a satisfactory formal quality and safety program and manual.

Preference is for Project teams to have successfully worked together under the responding firm’s employment successfully performing projects that are of same size and complexity as described and to the extent possible include referenced projects of similar scope and complexity completed within the State of Florida.

Qualifications

• Provide information as requested in the Qualifications Fill in Forms Attachment E.

Use the Qualifications Fill in Forms to provide all response information other than any specific requested attachments.

• First Tab B-1 of Excel Workbook Qualifications Fill in Forms is general company information.

• Second Tab B-2 of Excel Qualifications Fill in Forms is Project Specific Experience/References for Transmission

• Second Tab B-3 of Excel Qualifications Fill in Forms is Project Specific Experience/References for Water Mains

• Forth Tab B-4 of Excel Qualifications Fill in Forms is Exceptions and or Clarifications

• Fifth Tab B-5 of Excel Qualifications Fill in Forms is Addendum Acknowledgments

• Follow the Response Checklist for Submittal Content and Organization Order for the Response.

NOTE: In addition to a fully assembled response, respondent is to include the completed qualification Fill In Forms in the original Excel format for OUC use and ease in tabulating the responses

Qualifications Continued

• Provide all information as requested. It is the responsibility of the responder to verify the contact information for the references submitted are current and verifiable. References provided by the responder that are not verifiable may affect the evaluation ranking of your proposal, Withholding certain requested information such as contact names and or contact information as being proprietary may affect OUC’s ability to fully evaluate the firm and thus effect its rankings.

• Respondents are warned not to withhold any requested information and thus cannot be verified. Doing so may have a negative impact on the evaluation outcomes.

Checklist for Response Submittal Content & Format

Statement of Qualifications

Tab 1 – Cover Page

☐ SOQ Cover Page on Respondents Letterhead as described in Section 2.2.1

Tab 2 – Compliance and Business Forms

☐ Public Entity Crimes Compliance Form. (Signed by Officer and Notarized)

☐ Disputes Disclosure Compliance Form

☐ Florida Business Licenses (Business License/Contractor License)

☐ W-9 Form

☐ Certificates of Insurance (Evidencing the types and Limits specified in Attachment E Qualifications Fill In forms - General Background Tab B-1)

☐ Bonding Capacity Surety Letter ($30M or greater Capacity)

☐ Clarifications and or Exceptions (Attachment E Qualifications Fill In Forms – Clarifications- Exceptions Tab B-4)

☐ Addendum Acknowledgments (As Applicable) (Attachment E Qualifications Fill In Forms – Addendum Acknowledgments Tab B-5)

☐ Outline Only of Respondents Quality Manual

☐ Outline Only of Respondents Health and Safety Manual

Tab 3 – Project References and Qualifications Fill In Forms

☐ Attachment E Qualifications Fill in Forms- Company Background Tab B-1

☐ Attachment E Qualifications Fill in Forms- Transmission Project References Tab B-2

☐ Attachment E Qualifications Fill in Forms- Water Main Project References Tab B-3

☐ Provide Photos of the work performed for each of the Transmission and Water Main Project References

Tab 4 – Project Team Qualifications

☐ Project Manager Resume

☐ Superintendents Resumes

☐ Project Specific Organization Chart- to include Home Office Project Manager, Site Project Manager/Superintendents, Forman, Quality, and Safety and Crews make up

SOQ Document Links

COMPLIANCE FORMS LINKS REFER TO SECTION 3.6

• Sworn Statement on Public Entity Crimes ** Section 3.6.1

• Disputes Disclosure Section 3.6.2

* To be signed by an authorized officer of the responding firm.

** To be notarized

Open Questions/Other Comments

Closing Statements

• Thank you for your time and interest in this SOQ.

• Should anyone have any additional questions following the call please submit in writing to the Buyer of record on or before the close of business July 14, 2026.

• Remember sealed responses are to be submitted electronically through VendorLink Responses are due on or before July 24, 2026, by 2:00 pm E.S.T.

• Goodbye for now and good luck to all.

ATTACHMENT B

Compliance Forms

Disputes Disclosure, Payment and Performance Bond Compliance, and Public Entity Crimes

DISPUTE DISCLOSURE for Solicitation #:_____________

Answer the following questions by placing an "X" in the appropriate "YES" or "NO" box. If you answer "YES", please explain In the space provided, or via attachment.

Has your firm, or any of its officers, received a reprimand of any nature or been suspended by the Department of Professional Regulation or any other regulatory agency or professional association within the last five (5) years?

YES NO

Has your firm, or any member of your firm, been declared in default, terminated or removed from a contract or job related to the services your firm provides in the regular course of business within the last five (5) years?

YES NO

Has your firm had filed against it or filed any requests for equitable adjustment, contract claims or litigation in the past five (5) years that is related to the services your firm provides in the regular course of business?

YES NO

If yes, state the nature of the request for equitable adjustment, contract claim or litigation, a brief description of the case, the outcome or status of suit and the monetary amounts or extended contract time involved.

I hereby certify that all statements made are true and agree and understand that any misstatement or misrepresentation or falsification of facts shall be cause for forfeiture of rights for further consideration of this project.

Firm Date

Authorized Signature Officer Title

Printed or Typed Name

Dispute Disclosure Form_v.1_160708

For Solicitation #:_____________

COMPLIANCE UNDER SECTION 255.05,

FLORIDA STATUTES ON PAYMENT AND PERFORMANCE BOND

1. I understand that any person entering into a formal contract with the state or any county, city, or political subdivision thereof, or other public authority or private entity, for the construction of a public building, for the prosecution and completion of a public work, or for repairs upon a public building or public work shall be required, before commencing the work or before recommencing the work after a default or abandonment, to execute, deliver to the public owner, and record in the public records of the county where the improvement is located, a payment and performance bond with a surety insurer authorized to do business in this state as surety.

2. I understand that when such work is done and the contract is for more than

$200,000, a payment and performance bond must be executed.

3. I understand that in lieu of the bond required, a supplier may file with the state, county, city, or other political authority an alternative form of security in the form of cash, a money order, a certified check, a cashier’s check, an irrevocable letter of credit, or a security of a type listed in Part II of Chapter 625.

If you will be submitting an alternative form of security, please indicate which form you will be submitting:

___ Cash ___ Money order ___ Certified check ___ Cashier’s check ___ Irrevocable letter of credit ___ Security of a type listed in Part II of Chapter 625

4. I understand that the amount of the payment and performance bond or any of the acceptable alternative forms of security shall equal the contract price.

5. I understand that failure to provide when required: (a) a payment and performance bond or (2) alternate payment and performance security permissible under Section 255.05, Florida Statutes shall cause an automatic rejection of the proposal.

Firm Date

Authorized Signature Officer Title

Printed or Typed Name

Payment and Performance Bond Form_v.1_160708 mojic240 Typewritten Text mojic240 Typewritten Text mojic240 Typewritten Text mojic240 Typewritten Text mojic240 Typewritten Text

SWORN STATEMENT UNDER SECTION 287.133 (3) (a) and 287.135, FLORIDA STATUTES, ON PUBLIC ENTITY CRIMES AND SCRUTINIZED

COMPANIES

(To be signed in the presence of a notary public or other officer authorized to administer oaths.)

STATE OF ________________

COUNTY OF _______________

Before me, the undersigned authority, personally appeared ______________________ who, being by me first duly sworn, made the following statement:

1. The business address of __________________________________________ is _____________________________________________________________

2. My relationship to _______________________________________________ is _____________________________________________________________

[Relationship such as sole proprietor, partner, president, vice president].

3. I understand that any company listed on the Scrutinized Companies with Activities in Sudan List or the Scrutinized Companies with Activities in the Iran Petroleum Section as defined by Florida Statute 215.473 may not bid on, submit a proposal for, or enter into or renew a contract with an agency or local governmental entity for goods or services of $1 million or more. If found to be on the list, I understand that any contract with the governmental agency or entity will be terminated and that civil penalties as outlined in Florida Statute

287.135 will apply.

4. I understand that a public entity crime as defined in Section 287.133 of the Florida Statutes includes a violation of any state or federal law by a person with respect to and directly related to the transaction of business with any public entity in Florida or with an agency or political subdivision of any other state or with the United States, including, but not limited to, any bid or contract for goods or services to be provided to any public entity or such an agency or political subdivision and involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentation.

5. I understand that "convicted" or "conviction" is defined by the statute to mean a finding of guilt or a conviction of a public entity crime, with or without an adjudication of guilt, in any federal or state trial court of record relating to charges brought by indictment or information after July 1, 1989, as a result of a jury verdict, nonjury trial, or entry of a plea of guilty or nolo contendere.

Public Entity Crimes Form_v.1_160708 1

6. I understand that "affiliate" is defined by the statute to mean (1) a predecessor or successor of a person or a corporation convicted of a public entity crime, or

(2) an entity under the control of any natural person who is active in the management of the entity and who has been convicted of a public entity crime, or (3) those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in the management of an affiliate, or (4) a person or corporation who knowingly entered into a joint venture with a person who has been convicted of a public entity crime in Florida during the preceding 36 months.

7. Neither the bidder or Contractor nor any officer, director, executive, partner, shareholder, employee, member or agent who is active in the management of the bidder or Contractor nor any affiliate of the bidder or Contractor has been convicted of a public entity crime subsequent to July 1, 1989.

[Draw a line through paragraph 7 if paragraph 8 below applies.]

8. There has been a conviction of a public entity crime by the bidder or Contractor, or an officer, director, executive, partner, shareholder, employee, member or agent of the bidder or Contractor who is active in the management of the bidder or Contractor or an affiliate of the bidder or Contractor. A determination has been made pursuant to Section 287.133(3) by order of the Division of Administrative Hearings that it is not in the public interest for the name of the convicted person or affiliate to appear on the convicted vendor list.

The name of the convicted person or affiliate is

_______________________________________. A copy of the order of the Division of Administrative Hearings is attached to this statement.

[Draw a line through paragraph 8 if paragraph 7 above applies.]

Signed by: ____________________________________

Printed Name: _________________________________

Sworn to and subscribed before me in the state and county first mentioned above on the ________ day of ___________________________ 20______.

Notary Public

(Affix Seal)

Type or Printed Name My Commission Expires

Public Entity Crimes Form_v.1_160708 2