Technical Proposal Document.docx

TECHNICAL PROPOSAL DOCUMENT

Instructions:

Complete all sections and attach additional pages and manufacturer literature where requested. This form and required supporting documentation constitute the Offeror's Technical Proposal. Do not include any pricing or cost information in the Technical Proposal. Clearly identify every exception or deviation from the RFP, Scope of Work, specifications, minimum requirements, and contract. NDBuys submission: Log in to NDBuys, open solicitation SRC000467, and upload the completed Technical Proposal and supporting technical attachments under Info > Technical Envelope > Supplier Technical Documents. Upload the Cost Proposal separately under Financial Envelope > Supplier Financial Documents. Complete any required questionnaire tabs, save the response, select Validate Submit Proposal, then Submit My Proposal. Verify the History tab shows Submitted. Submit before the solicitation closing date and time specified in the RFP.

SECTION 1 – RFP AMENDMENTS

Provide signed copies of all Solicitation Amendments issued by NDSU that require acknowledgment.

SECTION 3 – SCOPE OF WORK STRATEGY

3.1 Applicable Directives

Identify any state and federal requirements that apply to the contract and describe how the Offeror will comply.

[Enter response] [Enter response] [Enter response]

3.2 Understanding and Strategy for Scope of Work

Describe the Offeror's understanding of the project and proposed strategy to accomplish the Scope of Work, meet all requirements, provide all deliverables, and complete the project within NDSU's required schedule.

[Enter response] [Enter response] [Enter response] [Enter response]

3.3 Proposed System / Equipment

Attach manufacturer data sheets, product literature, system drawings/layouts, and technical documentation sufficient to evaluate the proposed system.

3.4 Technical Requirements / Performance

3.5 System Performance Summary

3.6 Installation, Startup & Commissioning Approach

Describe the proposed approach to delivery, installation, coordination, startup, testing, commissioning, and verification that the system meets specified performance requirements.

[Enter response] [Enter response] [Enter response] [Enter response] Installation Window and Post-Award Schedule Confirmation Describe the proposed approach to minimizing the installation and system changeover period, including measures to reduce disruption to existing facility operations. Confirm the ability to provide a detailed installation and commissioning schedule following contract award, including anticipated downtime and coordination requirements with NDSU and its designated contractors.

☐ Yes – Offeror confirms it can minimize the installation/changeover period and provide the detailed schedule following award.

☐ No – Offeror cannot meet this requirement. Explain the proposed deviation below and identify it in Section 4 – Exceptions / Deviations.

Explanation / proposed approach: [Enter response]

3.6.1 Preliminary Implementation Timeline – Required with Proposal Provide the shortest practical, achievable implementation schedule based on calendar days from contract award to final acceptance. Complete each milestone below and attach a preliminary schedule or Gantt chart if needed. Identify parallel activities, assumptions, dependencies on NDSU or its contractors, and any proposed service interruption. This timeline and its feasibility will be considered during technical evaluation. Do not include prices.

Anticipated continuous interruption of existing pure-water service (hours or days): [Enter response] Proposed final acceptance date (assuming anticipated contract award date): [Enter response] Identify activities that can overlap, the critical path, and how the proposed schedule minimizes downtime while meeting safety and performance requirements: [Enter response] Confirm the successful Offeror will provide a detailed coordinated implementation schedule after award for NDSU approval before work affecting existing service: ☐ Yes ☐ No

3.7 Training & Documentation

3.8 Service & Support Capability

Identify the service resources that will support NDSU after system acceptance. Do not include service or annual maintenance pricing in this Technical Proposal.

3.9 Warranty

3.10 Value-Added Options

Describe any optional services or goods within the Scope of Work that are not required by NDSU, such as enhanced service, equipment accessories, or extended warranty options. Do not include pricing here; pricing for options belongs only in the Cost Proposal.

☐ No value-added options proposed.

[Enter response] [Enter response] [Enter response]

3.12 NDSU-Furnished Property and Services

Identify all NDSU resources the Offeror expects will be needed, including staff, qualifications, roles/responsibilities, workspace, utilities, access, and anticipated time requirements by project phase.

☐ No NDSU-furnished resources are required beyond those stated in the RFP/SOW.

[Enter response] [Enter response] [Enter response]

3.13 Risk Management / Safety

Describe measures to protect Offeror personnel, NDSU personnel, the public, and property. Identify pertinent project risks, issues, or potential problems and explain how they will be mitigated.

[Enter response] [Enter response] [Enter response] [Enter response]

3.14 Project Management Plan

Describe how the Offeror will manage the project to ensure work is completed on time, within budget, and meets quantity and quality standards. Identify lines of authority/accountability and the approach to coordination and communication with NDSU. An organizational chart may be attached.

[Enter response] [Enter response] [Enter response] [Enter response]

3.15 Project Deadline Confirmation

The project schedule and milestones are established in the RFP. Confirm whether the Offeror can meet the required project completion deadline, including installation, startup, commissioning, training, and final turnover, no later than June 15, 2027.

☐ Yes — Offeror confirms it can meet the RFP project schedule and the June 15, 2027 final completion deadline.

☐ No — Offeror cannot meet the required deadline.

If No, identify the earliest achievable completion date and explain the proposed deviation below. Any proposed deviation must also be disclosed in Section 4 – Exceptions / Deviations.

Proposed completion date (if No):

Explanation: [Enter response]

SECTION 3 – EXPERIENCE AND QUALIFICATIONS

4.1 Minimum Contractor Qualifications

Reference: [Enter response]

☐ Meets ☐ Does Not Meet[Enter response]

Reference: [Enter response]

Reference: [Enter response]

Reference: [Enter response]

Reference: [Enter response]

Reference: [Enter response]

4.2 Experience and Qualifications of the Firm

Provide a brief history and organizational description of the firm, number of years providing the type of work requested, and specific experience completing comparable projects.

[Enter response] [Enter response] [Enter response] [Enter response]

4.3 Experience and Qualifications of the Project Team

Identify the proposed project team. For each key member, describe anticipated work, approximate estimated hours, and relevant education, training, experience, skills, and qualifications. Attach resumes or equivalent descriptions as needed.

4.4 Executive-Level Escalation Contact

4.5 Vacant Positions

☐ No vacant positions are anticipated for this project.

If vacant positions will be filled for this project, identify the job description and minimum qualifications.

[Enter response] [Enter response]

4.6 Subcontractors

☐ No subcontractors are proposed.

If subcontractors are proposed, identify each subcontractor and the portion of work to be performed. The Offeror shall ensure subcontractors have or obtain all required licenses and registrations, including North Dakota Secretary of State registration when applicable.

4.7 Joint Venture

☐ Proposal is not submitted as a joint venture.

If submitted as a joint venture, describe the roles and responsibilities of each party and attach the joint venture agreement, if available.

[Enter response] [Enter response]

4.8 Similar Project Experience / References

Provide three (3) references for similar completed projects. Include a brief description of each comparable project/system and approximate project timeframe. Offerors are responsible for accurate contact information and should notify references that NDSU may contact them.

SECTION 4 – EXCEPTIONS / DEVIATIONS

List every exception, deviation, substitution, or qualification to the RFP, Scope of Work, specifications, minimum requirements, or proposed contract. If none, check 'No Exceptions.' ☐ No Exceptions / Deviations.

☐ Exceptions / Deviations are listed below or attached.

SECTION 5 – TECHNICAL COMPLIANCE MATRIX

Complete each requirement below. Indicate Comply, Exceeds, or Exception, identify the proposed solution and supporting documentation reference, and explain all exceptions or deviations. Attach additional documentation as necessary.