SOQ26_PR9347_Addendum_No._One_ISSUED_07312026.pdf

ORLANDO UTILITIES COMMISSION

100 West Anderson Street l PO Box 3193 l Orlando, Florida 32802 l 407-434-4339 Telephone l 407-716-0259 l www.ouc.com

To: All Prospective Proposers Date: July 31, 2026 Subject: Addendum No. 1 for SOQ26 PR9347

The purpose of this Addendum is to address clarifications and questions in response to the subject solicitation.

1. OUC is requesting the following documents to be included in the proposal package:

A. Exceptions page (included in Attachment A of this Addendum) B. Sworn Statement on Public Entity Crimes and Scrutinized Companies Under

Florida Statutes Section 287.133 (3) (a) and 287.135 (included in Attachment A of this Addendum – a line should be drawn through either paragraph 7 or 8)

C. Dispute Disclosure (included in Attachment A of this Addendum) D. Form W-9 (included in Attachment A of this Addendum) E. Florida Business License (excluded from Attachment A of this Addendum – firms can however utilize the Florida Division of Corporations website to substantiate this requirement:

https://search.sunbiz.org/Inquiry/CorporationSearch/ByFeiNumber)

F. Addenda Acknowledgement (included in Attachment A of this Addendum) G. Attachment F – Qualifications Fill-In Form (excluded from Attachment A of this

Addendum) H. Attachment G – Pricing Fill-In Form (excluded from Attachment A of this

Addendum) The above-referenced list modifies any previous requirement as listed in any of the prior solicitation documents and each firm will be critically evaluated on a points scale based upon their ability to comply with the aforesaid instructions (i.e. submitting completed copies of the aforementioned documents listed above as items A-H). Failure to submit any document can result in a firm being either automatically rejected from the evaluation process or a lower overall ranking.

2. The Pre-Response Conference PowerPoint presentation as well as the attendance sheet has been included under Attachment B of this Addendum.

3. Regarding the Form W-9 requirement, the most recent version is from 2024, is there another version of the document?

No, firms are to submit a 2026 Form W-9 based upon this calendar year (i.e. their firm’s most current Form W-9 as of this calendar year, 2026).

4. Is Attachment G - Pricing required for the Qualification Submission, or after firms are selected?

Attachment G should be submitted with the firm’s proposal.

http://www.ouc.com/ https://search.sunbiz.org/Inquiry/CorporationSearch/ByFeiNumber

100 West Anderson Street l PO Box 3193 l Orlando, Florida 32801 l 407-434-4339 Telephone l 407-434-4338 Telefax l www.ouc.com

5. Once under contract with OUC, will each of the awarded firms be subject to competing against one another for projects?

Yes.

6. With regard to Payment Bonds and Performance Bonds, these requirements shall apply to each

Purchase Order or Project Agreement, when applicable under Florida law. The amount of each Payment Bond and Performance Bond shall equal one hundred percent (100%) of the value of the Purchase Order or Project Agreement. No work-related activities shall commence until OUC has received, approved, and, when required, confirmed the recording of the Payment Bonds and Performance Bonds. The Design-Builder shall record the Payment Bond as well as the Performance Bond in the Public Records of Orange County, Florida, at the Design-Builder's expense prior to the commencement of any work. Design-Build shall furnish OUC with certified copies of the recorded bonds.

Note:

In other respects, except as specifically stated above, the subject solicitation remains unchanged. There shall be no communication between any firm, their employees, or subcontractors concerning this solicitation to anyone within Orlando Utilities Commission except for the Buyer of Record.

Sincerely, Devin M. Finegan Supervisor of Contract Management

100 West Anderson Street l PO Box 3193 l Orlando, Florida 32802 l 407-434-4339 Telephone l 407-716-0259 l www.ouc.com

ATTACHMENT A: COMPLIANCE FORMS

ADDENDA for Solicitation #:_____________

The undersigned Proposer/Bidder acknowledges receipt of the following Addenda, which have been considered in preparing this Proposal.

Addendum No. 1 Dated

Addendum No. 2 Dated

Addendum No. 3 Dated

Addendum No. 4 Dated

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

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

EXCEPTIONS for Solicitation #:_____________

The undersigned Proposer/Bidder, having read and examined the specifications and documents for the designated services and understanding the general conditions for contract under which services will be performed, does hereby propose to furnish all labor, equipment, and material to provide the services set forth in the Proposal.

The undersigned hereby declares that the following listing states any clarifications, any and all variations from and exceptions to the requirements of the specifications and documents.

The undersigned further declares that the “work” will be performed in strict accordance with such requirements, and understands that any exceptions to the requirements of the specifications and documents may render the Proposer's proposal non-responsive.

No exceptions will be allowed after the proposal is submitted.

Please check one:

None

Exceptions:

(If more space is needed, please indicate exceptions here and attach additional pages as needed)

Exceptions Form_v.1_160708

Form W-9 (Rev. March 2024)

Department of the Treasury Internal Revenue Service

Request for Taxpayer Identification Number and Certification

Go to www.irs.gov/FormW9 for instructions and the latest information.

Give form to the requester. Do not send to the IRS.

Before you begin. For guidance related to the purpose of Form W-9, see Purpose of Form, below.

1 Name of entity/individual. An entry is required. (For a sole proprietor or disregarded entity, enter the owner’s name on line 1, and enter the business/disregarded entity’s name on line 2.)

2 Business name/disregarded entity name, if different from above.

3a Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1. Check only one of the following seven boxes.

Individual/sole proprietor C corporation S corporation Partnership Trust/estate

LLC. Enter the tax classification (C = C corporation, S = S corporation, P = Partnership)

Note: Check the “LLC” box above and, in the entry space, enter the appropriate code (C, S, or P) for the tax classification of the LLC, unless it is a disregarded entity. A disregarded entity should instead check the appropriate box for the tax classification of its owner.

Other (see instructions)

3b If on line 3a you checked “Partnership” or “Trust/estate,” or checked “LLC” and entered “P” as its tax classification, and you are providing this form to a partnership, trust, or estate in which you have an ownership interest, check this box if you have any foreign partners, owners, or beneficiaries. See instructions

4 Exemptions (codes apply only to certain entities, not individuals;

see instructions on page 3):

Exempt payee code (if any)

Exemption from Foreign Account Tax Compliance Act (FATCA) reporting code (if any)

(Applies to accounts maintained outside the United States.)

5 Address (number, street, and apt. or suite no.). See instructions. Requester’s name and address (optional)

6 City, state, and ZIP code

7 List account number(s) here (optional)

Part I Taxpayer Identification Number (TIN)

Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid backup withholding. For individuals, this is generally your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN, later.

Note: If the account is in more than one name, see the instructions for line 1. See also What Name and Number To Give the Requester for guidelines on whose number to enter.

Social security number or

Part II Certification Under penalties of perjury, I certify that:

1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and

2. I am not subject to backup withholding because (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue

Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and

3. I am a U.S. citizen or other U.S. person (defined below); and

4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct.

Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and, generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part II, later.

General Instructions Section references are to the Internal Revenue Code unless otherwise noted.

Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/FormW9.

What’s New Line 3a has been modified to clarify how a disregarded entity completes this line. An LLC that is a disregarded entity should check the appropriate box for the tax classification of its owner. Otherwise, it should check the “LLC” box and enter its appropriate tax classification.

New line 3b has been added to this form. A flow-through entity is required to complete this line to indicate that it has direct or indirect foreign partners, owners, or beneficiaries when it provides the Form W-9 to another flow-through entity in which it has an ownership interest. This change is intended to provide a flow-through entity with information regarding the status of its indirect foreign partners, owners, or beneficiaries, so that it can satisfy any applicable reporting requirements. For example, a partnership that has any indirect foreign partners may be required to complete Schedules K-2 and K-3. See the Partnership Instructions for Schedules K-2 and K-3 (Form 1065).

Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS is giving you this form because they

Cat. No. 10231X Form W-9 (Rev. 3-2024)

Employer identification number

Sign Signature of

Here U.S. person

P ri n t o r ty p e.

S ee

S p ec if ic In s tr u ct io n s o n pa g e

3.

100 West Anderson Street l PO Box 3193 l Orlando, Florida 32801 l 407-434-4339 Telephone l 407-434-4338 Telefax l www.ouc.com

ATTACHMENT B: PRE-RESPONSE CONFERENCE POWERPOINT

PRESENTATION AND ATTENDANCE SHEET

NAME COMPANY PHONE NO. EMAIL SIGNATURE

Devin Finegan Orlando Utilities Commission 407-434-4339 DFinegan@ouc.com Via Microsoft Teams

Jenna DeSantis Orlando Utilities Commission 407-434-4339 JDesantis@ouc.com Via Microsoft Teams Kalvin Kwan Orlando Utilities Commission 407-434-4638 KKwan@ouc.com Via Microsoft Teams

Erick Rocher-Perez Orlando Utilities Commission 407-434-2647 ERocher@ouc.com Via Microsoft Teams Brian King Westbrook Service Company, LLC 407-841-3310 BKing@ouc.com Via Microsoft Teams

Dustin Payne Westbrook Service Company, LLC 407-841-3310 DPayne@ouc.com Via Microsoft Teams Jason Aki Trane Central Florida 407-660-1111 JTaki@trane.com Via Microsoft Teams

Lynette DeClue Trane Central Florida 407-660-1111 Lynette.DeClue@trane.com Via Microsoft Teams Riccardo Cinti Southeast Mechanical Contractors 954-736-0036 RCinti@semechanical.com Via Microsoft Teams Manny Toro S.I. Goldman Company 407-830-5000 Manny.Toro@comfortsystemsusa.com Via Microsoft Teams

Tony Shahnami SGM Engineering 407-767-5188 Tony@sgmengineering.com Via Microsoft Teams Michael Thompson SGM Engineering 407-767-5188 Michael.Thompson@sgmengineering.com Via Microsoft Teams

Hannah Burgiel SGM Engineering 407-767-5188 Hannah@sgmengineering.com Via Microsoft Teams Lisette Sierra SGM Engineering 407-767-5188 Lisette@sgmengineering.com Via Microsoft Teams

Michael Provost Ovation Construction Company 407-242-5429 Michael@ovationinc.net Via Microsoft Teams Sean Moro Kimley-Horn and Associates, Inc. 689-240-5360 Sean.Moro@kimley-horn.com Via Microsoft Teams

Michael Sutherland Kimley-Horn and Associates, Inc. 689-240-5444 Michael.Sutherland@kimley-horn.com Via Microsoft Teams Dean Kenyon Kenyon & Partners, Inc. 813-241-6488 Dean.Kenyon@kenyonandpartners.com Via Microsoft Teams Janelle Ray Kenyon & Partners, Inc. 813-241-6488 Janelle.Ray@kpiengineering.com Via Microsoft Teams Bob Moser Eden Site Development 407-265-1113 Bob.Moser@edensitedevelopment.com Via Microsoft Teams

Chad Stephens Eden Site Development 407-265-1113 Chad@edensitedevelopment.com Via Microsoft Teams Brad Runyan Brasfield & Gorrie 407-562-4500 BRunyan@brasfieldgorrie.com Via Microsoft Teams

Marisa England AVCON, INC. 407-599-1122 MEngland@avconinc.com Via Microsoft Teams Cranston Harris Ajax Building Company, LLC 813-792-3900 Cranston.Harris@ajaxbuilding.com Via Microsoft Teams Jason Warrick Ajax Building Company, LLC 813-792-3900 Jason.Warrick@ajaxbuilding.com Via Microsoft Teams Amy Bitterling Ajax Building Company, LLC 813-792-3900 Amy.Bitterling@ajaxbuilding.com Via Microsoft Teams

Ashley Ott Ajax Building Company, LLC 813-792-3900 Ashley.Ott@ajaxbuilding.com Via Microsoft Teams Chris Smith Limbach Holdings, Inc. 407-321-8100 Chris.Smith@harperlimbach.com Via Microsoft Teams

Luis Espinoza Southeastern Construction 863-427-5327 Luise@secm.co Via Microsoft Teams Dan Kirby Jacobs Engineering Group Inc. 407-903-5001 Daniel.Kirby@jacobs.com Via Microsoft Teams

SOQ26 PR9347 FOR DESIGN-BUILD SERVICES FOR OUC DISTRICT COOLING

ATTENDANCE SHEET FOR PRE-RESPONSE CONFERENCE - 07-28-2026

mailto:Luise@secm.co

Pre-Response Conference

SOQ26 PR9347

Design-Build Services for OUC District Cooling

July 28, 2026

Introductions Buyer of Record:

Devin Finegan

OUC Designated Representative:

Kalvin Kwan

All other attendees:

Please provide your first and last name as well as the name of the company that you are representing.

Pre-Response Conference Objectives

• For discussion:

– SOQ Milestone Dates

– Overview of the Proposal Process

– Compliance Forms

– Insurance Certificate

– Technical Overview

– Closing Statements and Questions

SOQ Milestone Dates

• The question due date is August 3, 2026 (08/03/26).

• All questions must be submitted in writing to dfinegan@ouc.com. Please reference the SOQ in the subject line of your email.

– The final addendum will be released no later than August 8, 2026 (08/08/26).

– Proposals are due no later than 2:00 PM (EST) on August 14, 2026 (08/14/26) and all responses are to be submitted electronically through VendorLink.

– Proposals submitted after 2:00 pm (EST) shall cause automatic rejection.

• Anticipated Notice of Intent to Award is targeted for late August.

mailto:dfinegan@ouc.com

Overview of the Proposal Process

• Respondent acknowledges and understands that OUC is a public agency subject to Public Record law any response submitted by the Respondent will become 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 Chapter 119 Florida Statutes (“Public Records Law”). See section 3.2.1 Exemptions of the SOQ.

• Once submitted, proposals are tabulated and reviewed by the Selection Committee. Proposals are ranked in accordance with the evaluation criteria in section 3.18 of the SOQ.

• 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. If any clarifications are needed, questions will be issued in writing for additional information.

• During the Committee meeting, members will collaboratively discuss, score, and rank the submittals to identify Proposers for short-listing or award recommendation. Individual scoring is independent; however, final rankings rely on total weighted average scores.

• If necessary, the Committee may seek clarification through interviews or presentations to address proposal ambiguities. The Buyer of Record will coordinate interviews or presentations with short-listed Proposers as requested by the Committee. If the highest ranked proposal is fully acceptable to OUC, then that firm will be notified of OUC’s intent to award.

• If needed, and prior to the execution of a legally binding document, any negotiations with the awarded firm will begin at this time. Should negotiations fail to result in an acceptable offer from the highest ranked firm, OUC will then notify the second highest ranked firm, and continue this process until either an acceptable offer results, or all proposals have been rejected.

Compliance Forms

• Each of the Compliance Forms will be included in the Addendum.

• Sworn Statement on Public Entity Crimes

– Please be sure to draw a line through either paragraph 7 or 8 of the document.

• Form W-9

• Florida Business License – Sunbiz.com and Business Tax Receipt

• Exceptions Page – not all excepts in this form.

• Disputes Disclosure Form

• Addendum Acknowledgement (signed and dated)

• Exceptions/Clarifications

– Exceptions are to be specific in content and reference the specific Section, Article, Paragraph, Sentence, etc.

– Proposers are advised to avoid making excessive, broad, or erroneous exceptions in their proposal as it may result in their proposal being considered irregular and non-responsive; thus, resulting in the proposal being rejected.

Insurance Certificate

• The Respondent shall submit a copy of its insurance certificate to illustrate that it is able to meet the minimum required insurance thresholds as outlined in the SOQ (please see the insurance requirements that are listed under Attachment D of the SOQ).

• The awarded firm must furnish an acceptable certificate of insurance prior to the Contract’s execution.

Technical Overview

• A member of the respective business unit will briefly discuss the SOQ’s scope of work and specifications.

Closing Statements and Questions

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