Utility_Northport_Campus_Improvements_Owner_Agent_Services.pdf

For more information, please visit our online supplier portal, located at https://procurement.opengov.com/portal/cityofpsl

City of Port St. Lucie

20260250

UTILITY NORTHPORT CAMPUS IMPROVEMENTS OWNER AGENT

SERVICES

RELEASE DATE: August 19, 2026

RESPONSE DEADLINE: September 22, 2026, 2:00 pm

Please refer to the project timeline in this document for all important deadlines.

Request For Qualification (RFQu) #20260250 Title: Utility Northport Campus Improvements Owner Agent Services

Table Of Contents

1. Introduction

2. Scope of Work

3. Instructions to Proposers

4. General Insurance

5. Certifications

6. Proposal Evaluation, Negotiations, and Award

7. Scoring Criteria

8. Contract Terms and Conditions

9. List of RFQu Documents

10. Vendor Submission Requirements and Attestations

Attachments:

A - 20260250 Attachment A - Sample Contract_DRAFT

B - 20260250 Attachment B - Recent_Boundary_Survey__OVERALL_FINAL

1. Introduction

1.1. Purpose of Procurement

Pursuant to the Port St. Lucie City Code of Ordinance, Section 35.07, and Section 287.055, Florida Statutes (Consultants’ Competitive Negotiations Act), the City of Port St. Lucie, a Florida Municipal corporation (“City”) is requesting Proposals from qualified firms to provide Professional Services for Utility Northport Campus Improvements Owner Agent Services.

This electronic Request for Qualifications (RFQu) has been developed to solicit responses from consulting firms (or teams of firms) proven to be qualified and experienced in providing Owner's Advisor Services.

A descriptive overview of the City can be found at About PSL | City of Port St. Lucie, FL (cityofpsl.com). Please visit the City’s website to familiarize yourself with how our city is structured and operates. Please contact the Issuing Officer with any questions.

1.2. Overview of the RFP Process

The objective of the RFQu is to select a qualified Proposer (as defined by Section 1 – “Purpose of Procurement”) to provide the services outlined in this RFQu to the City. This RFQu process will be conducted to gather and evaluate responses from Proposers for potential award. All qualified Proposers are invited to participate by submitting responses, as further defined below. After evaluating all Proposers’ responses received prior to the closing date of this RFQu and following negotiations (if any) and resolution of any contract exceptions, the preliminary results of the RFQu process will be publicly announced (or posted) to the electronic bidding system, to include the names of all participating Proposers and the evaluation results. Subject to the protest process, final Contract award(s) will be publicly announced thereafter.

NOTE TO PROPOSERS: The general instructions and provisions of this document have been drafted with the expectation that the City may desire to make one award or multiple awards. For example, this document contains phrases such as “contract(s)” and “award(s).” Please refer to Section 1.1 – “Purpose of Procurement,” and Section 6 – “Proposal Evaluation, Negotiations, and Award,” for information concerning the number of Contract awards expected.

1.3. Schedule of Events

The Schedule of Events set out herein represents the City’s best estimate of the schedule that will be followed.

However, delays to the procurement process may occur, which may necessitate adjustments to the proposed schedule. If a component of this schedule, such as the close date, is delayed, the rest of the schedule may be shifted as appropriate. Any changes to the dates up to the closing date of the RFP will be publicly posted prior to the closing date of this RFQu. After the close of the RFQu, the City reserves the right to adjust the remainder of the proposed dates, including the dates for evaluation, negotiations, award, and the Contract term, on an as-needed basis, with or without notice.

Release of RFQu: August 19, 2026 https://library.municode.com/fl/port_st._lucie/codes/code_of_ordinances?nodeId=TITIIIAD_CH35FIPU_S35.07FOBIPR http://www.leg.state.fl.us/Statutes/index.cfm?App_mode=Display_Statute&URL=0200-0299/0287/Sections/0287.055.html https://www.cityofpsl.com/Government/Discover-Us/About-PSL

Question Submission Deadline: August 31, 2026, 5:00pm

Response Submission Deadline: September 22, 2026, 2:00pm

Teams https://teams.microsoft.com/meet/2 84950625680702?p=ER1pJ2udZRxOC E0Wt9

The City reserves the right to proceed to award without further discussions after receipt of the initial proposals, in which case, evaluation committee reviews, negotiations, and proposal revisions may not be required.

1.4. Official Issuing Officer (Procuring Agent)

Robyn Holder, Sr. Procurement Contracting Office

C. 772-281-9284 rholder@cityofpsl.com

1.5. Definition of Terms

Please review the following terms:

Consultants’ Competitive Negotiation Act (“CCNA”) - Section of the Florida Statutes that governs the acquisition of professional architectural, engineering, landscape architectural, or surveying and mapping services. See section 287.055, Florida Statutes.

Consultant(s) - companies desiring to do business with the City (Also called “Engineer,” “Bidder,” “Proposer,” “Firm,” or “Offeror.”)

City of Port St. Lucie (“City”) - the governmental entity identified in Section 1.1 “Purpose of Procurement" of this RFQu.

Contract - agreement entered into between City and the awarded Proposer.

Immaterial Deviation - does not give the Proposer a substantial advantage over other Proposers.

Material Deviation - gives the Proposer a substantial advantage over other Proposers and thereby restricts or prevents competition.

Procurement Management Division (“PMD”) - The City department that is responsible for the review and possible sourcing of all publicly sourced solicitations.

https://teams.microsoft.com/meet/284950625680702?p=ER1pJ2udZRxOCE0Wt9 https://teams.microsoft.com/meet/284950625680702?p=ER1pJ2udZRxOCE0Wt9 https://teams.microsoft.com/meet/284950625680702?p=ER1pJ2udZRxOCE0Wt9 http://www.leg.state.fl.us/Statutes/index.cfm?App_mode=Display_Statute&URL=0200-0299/0287/Sections/0287.055.html

Responsible – means the Proposer, has the financial and technical capacity to perform the requirements of the solicitation and subsequent Contract which will assure good faith performance of the Contract.

Responsive – means the Proposer, whether a company or an individual, has submitted an offer which conforms in all material respects to the requirements set forth in the solicitation.

Sourcing Platform/Electronic Bidding System - OpenGov.

Any special terms or words which are not identified in the City’s RFQu Document may be identified separately in one or more attachments to the RFQu. Please download, save and carefully review all documents in accordance with the instructions provided in Section 3 – “Instructions to Proposers,” of this RFQu.

1.6. Contract Term

The Initial term of the contract(s) is for one (1) calendar year from the execution date .

In the event that the contract(s), if any, resulting from the award of this RFQu shall terminate or be likely to terminate prior to the making of an award for a new contract for the identified products and/or services, the City may, with the written consent of the awarded Proposer(s), extend the contract(s) for such period of time as may be necessary to permit the City’s continued supply of the identified products and/or services. The contract(s) may be amended in writing from time to time by mutual consent of the parties. Unless this RFQu states otherwise, the resulting award of the contract(s) does not guarantee volume or a commitment of funds.

1.7. Hours of Service

The standard hours of work allowed in the City’s rights-of-way are from 7:00 a.m. to sundown Monday through Friday. Any work performed by the Contractor outside of the aforementioned time limit requires special authorization by the City and requires that the Contractor obtain a noise permit from the Port St. Lucie Police Department (PSLPD). All equipment operated at night shall comply with the noise levels established by the City of Port St. Lucie noise ordinance. Any additional costs associated with work outside of the hours of work allowed shall be borne by the Contractor. This shall include, but is not limited to, costs of inspection, testing, police assistance, and construction administration.

All night, Saturday, Sunday, and/or Holiday work must be authorized by the City and requires that the Contractor obtain a noise permit from the PSLPD. All night work within the City’s rights-of-way requires a minimum forty-eight

(48) hour prior notice to the City. This clause shall not pertain to crews organized to perform maintenance work on equipment or to operate and maintain special equipment such as dewatering pumps, which may be required to work twenty-four (24) hours per day.

2. Scope of Work

2.1. Scope of Work

Please provide a summary here:

Project Overview / Introduction

Pursuant to the Port St. Lucie Code of Ordinances Section 35.07, this electronic Request for Qualifications (RFQu) is being issued to establish a contract with a qualified proposer who will serve as the Northport Campus Site Improvements Owner’s Agent to the City of Port St. Lucie (hereinafter, “City”), as further described in this RFQu.

The City of Port St. Lucie is planning the development of a Northport Campus located at the existing Northport Booster Pump Station site at the corner of Airoso Boulevard and NW St. James Drive. The City owns a 23+ acre parcel at this location, which currently includes Utilities Department infrastructure. The project will include new facilities and supporting infrastructure for both the City’s Utilities Systems Department (“USD”) and Facilities Maintenance Department (“FMD”), including warehouse space, storage, laydown areas, fleet parking, and related site improvements to improve operations and reduce congestion at other City facilities.

The City intends to utilize a Progressive Design-Build delivery method and will contract the services of a qualified Progressive Design-Build Team to design and construct the Northport Campus Site Improvements. The project includes, but is not limited to, planning, design, permitting, construction, and other services necessary to deliver a turnkey project.

The Northport Campus Site Improvements will be constructed at the existing Northport Booster Pump Station (NPBPS) site located at 281 NW St. James Drive, Port St. Lucie, Florida.

The City is seeking Statements of Qualifications from qualified firms for the provision of Owner’s Agent services relating to the Progressive Design-Build activities for the Northport Campus Site Improvements, in accordance with the terms, conditions, and specifications contained in this Request for Qualifications.

What’s Being Built

The project will include Utilities Systems Department improvements at the Northport site. These improvements are anticipated to include multiple support buildings, including warehouse and storage-type structures, as well as associated operational facilities and infrastructure to support USD operations.

In addition, the project will include the design and construction of a new Facilities Maintenance Department building. The building is anticipated to be a two-story structure and will include administrative offices, meeting and conference space, dedicated workshop areas for various trades, and warehouse space to support bulk material storage and day-to-day operations.

The Facilities component will need to be integrated into the overall campus layout, including coordination with existing and planned USD infrastructure, site circulation, and access.

Given the current level of planning, the Utilities-related improvements may be able to begin earlier than the Facilities component.

Site improvements will include parking for employees and fleet vehicles, as well as circulation and access to support daily operations, service vehicles, and material deliveries.

Site Elements

The Northport Campus will include a combination of site improvements necessary to support both USD and Facilities Maintenance operations. These improvements include, but are not limited to:

• A new USD warehouse;

• Employee and visitor parking;

• Fleet parking for City vehicles and specialty equipment ;

• Circulation areas for service vehicles;

• Loading and unloading areas for maintenance vans and materials;

• Accommodation for larger deliveries, including tractor trailers for bulk materials;

• Outdoor storage and laydown areas;

• Relocation of Underground Utilties

The site design will need to account for efficient traffic flow, separation of operational and administrative functions, and coordination between multiple user groups.

Delivery Method

The City intends to utilize a Progressive Design-Build delivery method for the Northport Campus project. This approach will allow for collaboration between the design and construction teams during early project phases, providing improved cost control, constructability input, and schedule efficiency.

What We Are Procuring

The City is seeking qualifications from experienced firms to provide Owner’s Agent services to support the planning, design, and construction of the Northport Campus. The selected Consultant will assist the City throughout the Progressive Design-Build process, including project development, procurement support, design review, construction oversight, and project closeout.

Scope of Work

The City of Port St. Lucie (“City” or “Owner”) will utilize a progressive design-build project delivery method for the construction of the Northport Campus Site Improvements. The purpose of this document is to solicit proposals from Licensed Engineers and/or Professional Teams interested in providing Owners’ Agent Professional Services during the progressive design-build of the Northport Campus Site Improvements for the City.

The selected Proposer ("Consultant") shall exercise independent professional judgment in performing obligations and responsibilities under this Agreement as long as decisions affecting the project have received the City Project Manager's written permission to do so. The authority of the Consultant’s lead person, such as the Senior Project Engineer, and the Consultant’s Project Administrator shall be for the purposes of obtaining, reporting, and executing instructions and directives from the City’s Project Manager or their superiors.

Services provided by the Consultant shall comply with the City’s standard procedures and memorandums in effect as of the date of execution of the Agreement unless otherwise directed in writing by the City.

A general outline of work required is provided in this RFQu. It is not intended to be all-inclusive, as a detailed scope of work will be developed during negotiations with the selected team. The City reserves the right, at its sole discretion, to expand or limit the work based on funding availability or shifting priorities of the City.

Requirements of the Consultant

On an as-needed basis, the Consultant shall:

1. Assist in defining design-build project objectives and priorities; assist in determining the goals, challenges, and constraints of the Project;

2. Assist in managing Owner expectations; developing the procurement plan, schedule, cost estimation, and procedures;

3. Assist with the development of design criteria package and solicitation documents for design-build;

competition process meetings, inquiries, and addenda; establishing qualifications selection criteria and methodology and assist in the review of the proposals submitted during the progressive design-build solicitation process;

4. Assist with development of contracts and guaranteed maximum pricing (GMPs);

5. Provide comprehensive design review;

6. Provide on-site inspection of the construction activities and report and advise the Owner of observations and potential conflicts or issues;

7. Review and approve payments and construction-related submittals;

8. Review project progress;

9. Verify quantity calculations and field measurements for payments;

10. Provide photographic documentation for pre-construction state and construction progress through the use of digital cameras and drones;

11. Participate in progress meetings;

12. Serve as a project advisor to the Owner;

13. Oversee the construction contract process with monitoring and administration, including the services of a full-time resident project representative along with required inspections (CEI);

14. Assist with project closeout;

15. Assist the Owner with warranty books and punch list items;

16. Assist with grants and other funding;

17. Provide advice and expertise in areas related to the design and construction of municipal facilities, site development, and supporting infrastructure (not all-inclusive):

o Civil Engineering o Geotechnical Engineering o Electrical Engineering o Structural Engineering o Mechanical Engineering o Environmental Engineering o Construction Practices

2.2. Post-Construction Claims Review

In the event the Contractor submits a claim for additional compensation and/or time after the Consultant has completed this Agreement, the Consultant shall analyze the claim, engage in negotiations leading to settlement, and prepare and process the required documentation to close out the claim. Compensation for such services will be negotiated through a Supplemental Amendment to this Agreement.

3. Instructions to Proposers

This section contains general business requirements. By submitting a response, the Proposer is certifying its agreement to comply with all the identified requirements of this section and that all costs for complying with these general business requirements are included in the Proposer’s submitted pricing.

By submitting a response to the RFQu, the Proposer is acknowledging that the Proposer:

1. Has read the information and instructions, and

2. Agrees to comply with the information and instructions contained herein.

3.1. General Information and Instructions

3.1.1 Familiarity with Laws and Regulations

It is the responsibility of responding Proposers to be familiar with all Federal, State, and local laws, ordinances, rules, and regulations, that may affect the work. Ignorance on the part of the Awarded Contractor will in no way relieve it from Contract responsibility.

3.1.2 Restrictions on Communicating with Staff/ Cone of Silence

From the issue date of this RFQu until the time of City Council's approval of the award or the City Manager's approval when proposal amount is below the required formal solicitation threshold (or the RFQu is officially canceled), Proposers are not allowed to communicate for any reason with any City staff or elected officials except through the Issuing Officer named herein, during the Bidders'/Offerors’ conference (if any), as defined in this RFQu, or as provided by existing work agreement(s). This is commonly known as a Cone of Silence during the procurement process as identified in the City Code of Ordinances, Section 35.13. Prohibited communication includes all contact or interaction, including but not limited to, telephonic communications, emails, faxes, letters, or personal meetings, such as lunch, entertainment, or otherwise. The City reserves the right to reject the response of any Proposer violating this provision. Further information on this topic can be found on the Cone of Silence and RFQu Communication Document.

3.1.3 Submitting Questions

All questions concerning this RFQu must be submitted in writing on the OpenGov Platform during the Question and Answer open period. Please select the Question and Answer tab in the RFQu project and click the "Ask Question" option. Once the question has been entered, select the "Submit Question" button. Enter a subject in the Subject field and then type the question in the Question field below. Once finished, select "Submit." No questions other than written will be accepted. No response other than written will be binding upon the City. All Proposers must submit questions by the deadline identified in the Schedule of Events for submitting questions. Proposers are cautioned https://library.municode.com/fl/port_st._lucie/codes/code_of_ordinances?nodeId=TITIIIAD_CH35FIPU_S35.13COSI that the City may or may not elect to entertain late questions or questions submitted by any other method than as directed by this section.

3.1.4 Attending Pre-Proposal Conference

The Pre-Proposal Conference or any other information session (if indicated in the Schedule of Events) will be held at the offices referred to in Section 1.3 - “Schedule of Events” of this RFQu.

Unless indicated otherwise, attendance is not mandatory, although Consultants are strongly encouraged to attend. However, in the event the conference has been identified as mandatory, then a representative of the Consultant must attend the conference in its entirety to be considered eligible for Contract award. The Consultant is strongly encouraged to allow ample travel time to ensure arrival in the conference meeting room prior to the beginning of any mandatory conference.

The City reserves the right to consider any representative arriving late to be “not in attendance.”

Therefore, all Consultants are strongly encouraged to arrive early to allow for unexpected travel contingencies.

3.1.5 The City's Right to Request Additional Information- Proposer's Responsibility

Prior to Contract award, the City must be assured that the selected Proposer has all the resources to successfully perform under the Contract. This includes, but is not limited to, adequate number of personnel with required skills, availability of appropriate equipment in sufficient quantity to meet the on-going needs of the City, financial resources sufficient to complete performance under the Contract, and experience in similar endeavors. If, during the evaluation process, the City is unable to assure itself of the Proposer’s ability to perform, if awarded, the City has the option of requesting from the Proposer any information deemed necessary to determine the Proposer’s responsibility. If such information is required, the Proposer will be notified and will be permitted approximately ten

(10) business days to submit the information requested.

3.1.6 Failing to Comply with Submission Instructions

Responses received after the identified due date and time or submitted by any other means than those expressly permitted by the RFQu will not be considered. Proposer's response must be complete in all respects, as required in each section of this RFQu.

3.1.7 Rejection of Proposals; The City's Right to Waive Immaterial Deviation

The City reserves the right to reject any or all responses, to waive any irregularity or informality in a Proposer’s response, and to accept or reject any item or combination of items, when to do so would be to the advantage of the City. The City reserves the right to waive mandatory requirements, provided that, all the otherwise Responsive proposals failed to meet the mandatory requirements and/or doing so does not otherwise materially affect the procurement of requested commodities and/or services. It is also within the right of the City to reject responses that do not contain all elements and information requested in this RFQu. A Proposer’s response will be rejected if the response contains any defect or irregularity and such defect or irregularity constitutes a Material Deviation from the RFQu requirements, which determination will be made by the City in its sole discretion and on a case-by-case basis.

NOTE: The City may not accept proposals from firms that have had adversarial relationships with the City or firms that have represented entities that have had adversarial relationships with the City. This includes the firm, employees and financial or legal interests. The City will not enter into a contract or conduct business with any firm or any personnel that is listed on the Federal, State, or other local government agencies' Excluded Parties List, Suspended List or Debarment List. Please see section 287.133, Florida Statutes, for further information regarding business transactions with companies that have been convicted of public entity crimes.

3.1.8 The City's Right to Amend and/or Cancel the RFQu

The City reserves the right to amend this RFQu. All revisions must be made in writing prior to the RFQu closing date and time. If a responding entity discovers any ambiguity, conflict, discrepancy, omission, or other error in the RFQu, it shall immediately notify the City of such error in writing and request modification or clarification of the document. Any modification made to this RFQu will be issued as an addendum. If a responding entity fails to notify the City prior to the date and time fixed for submission of an error or ambiguity in the RFQu known to it, or an error or ambiguity that reasonably should have been known to it, it shall not be entitled to additional time by reason of the error/ambiguity or its late resolution. By submitting a response, the Proposer shall be deemed to have accepted all terms and agreed to all requirements of the RFQu (including any revisions/additions made in writing prior to the close of the RFQu, whether or not such revision occurred prior to the time the Proposer submitted its response), unless expressly stated otherwise in the Proposer’s response. THEREFORE, EACH PROPOSER IS INDIVIDUALLY RESPONSIBLE FOR REVIEWING THE REVISED RFQu AND MAKING ANY NECESSARY OR APPROPRIATE CHANGES AND/OR ADDITIONS TO THE PROPOSER’S RESPONSE PRIOR TO THE CLOSE OF THE RFQu. All Notice(s) to Proceed with Negotiations and/or Notice of Intent to Award (NOIAs) will be posted as referenced in Section 6.7 - “Public Award Announcement,” of this document. Finally, the City reserves the right to amend or cancel this RFQu at any time.

3.1.9 Assigning of the Contract & Use of Subcontractors

Except as may be expressly agreed to in writing by the City, Proposer shall not assign, sell, transfer, or otherwise dispose of the awarded Contract or any portion thereof, or of the work provided for therein, or of its right, title, or interest therein, to any person, firm, or corporation without the prior written consent of the City.

3.1.10 Proposal of Additional Services

http://www.leg.state.fl.us/statutes/index.cfm?App_mode=Display_Statute&Search_String=&URL=0200-0299/0287/Sections/0287.133.html

If a Proposer indicates an offer of services in addition to those required by and described in this RFQu, these additional services may be added to the original Contract at the sole discretion of the City.

3.1.11 Protest Process

Proposers should familiarize themselves with the procedures set forth in City Code of Ordinances, Section 35.15. By submitting a response to this RFQu, the Proposer certifies that it is on notice of Section 35.15, understands the procedures set forth therein, and acknowledges it is bound by the protest process therein.

3.1.12 Costs for Preparing Responses

Each Proposer’s response should be prepared simply and economically, avoiding the use of elaborate promotional materials beyond those sufficient to provide a complete presentation. The cost for developing the response and participating in the procurement process (including the protest process) is the sole responsibility of the Proposer. The City will not provide reimbursement for such costs.

3.1.13 Public Access to Procurement Records

Solicitation opportunities will be publicly advertised as required by City ordinances and state and federal laws. Any material that is submitted in response to this RFQu, including anything considered by the Proposer to be confidential or a trade secret, will become a public document pursuant to Chapter 119, Florida Statutes. Any claim of confidentiality is waived upon submission, effective after the City’s opening of the proposals pursuant to section 119.07, Florida Statutes. Therefore, the Proposer is hereby cautioned NOT to submit any documents that the Proposer does not want to be made public. The City is allowed to assess a reasonable charge to defray the cost of reproducing documents. A City employee must be present during the time of onsite inspection of documents.

PLEASE NOTE: Even though information (financial or other information) submitted by a Proposer may be marked as "confidential," "proprietary," etc., the City will make its own determination regarding what information may or may not be withheld from disclosure. Proposers should review Chapter 119, Florida Statutes for all updates before requesting exceptions from Chapter 119.

3.2. Submittal Instructions

Submittal Instructions to Electronic Bidding System

Listed below are key action items related to this RFQu. The Schedule of Events Section identifies the dates and time for these key action items. This portion of the RFQu provides high-level instructions regarding the process for reviewing the RFQu, preparing a response to the RFQu, and submitting a response to the RFQu. Proposers are required to access, print and utilize the submittal instructions https://library.municode.com/fl/port_st._lucie/codes/code_of_ordinances?nodeId=TITIIIAD_CH35FIPU_S35.15BIPR http://www.leg.state.fl.us/statutes/index.cfm?App_mode=Display_Statute&URL=0100-0199/0119/0119.html http://www.leg.state.fl.us/Statutes/index.cfm?App_mode=Display_Statute&URL=0100-0199/0119/0119ContentsIndex.html&StatuteYear=2019&Title=%2D%3E2019%2D%25http://www.leg.state.fl.us/statutes/index.cfm?App_mode=Display_Statute&URL=0100-0199/0119/0119.html%20119 http://www.leg.state.fl.us/Statutes/index.cfm?App_mode=Display_Statute&URL=0100-0199/0119/0119ContentsIndex.html&StatuteYear=2019&Title=%2D%3E2019%2D%25http://www.leg.state.fl.us/statutes/index.cfm?App_mode=Display_Statute&URL=0100-0199/0119/0119.html%20119 identified in Section 3.2 of this RFQu to ensure the Proposer successfully submits a response to this RFQu.

3.2.1. RFP Released

The release of the RFQu is through the posting of this project in OpenGov, the City's Electronic Bidding System. Each Proposer interested in competing to win a Contract award must complete and submit a response to this RFQu in OpenGov. Therefore, each Proposer MUST carefully review the submittal instructions.

3.2.2. RFP Review

The RFQu 20260250 consists of the following: this document, entitled “Utility Northport Campus Improvements Owner Agent Services,” and any and all information included in the RFQu, as posted to OpenGov, including any and all documents provided by the City as attachments to the RFQu or links contained within the RFQu or its attached documents.

Please carefully review all information, including all documents available as attachments or available through links. Any difficulty accessing or opening provided links or documents should be reported immediately to the Issuing Officer.

3.2.3. Preparing a Response

When preparing a response, the Proposer must consider the following instructions:

1. Answer each question in sufficient detail for evaluation while using judgment with regards to the length of response.

2. Proofread your response and make sure it is accurate and readily understandable.

3. Label any and all uploaded files using the corresponding section numbers of the RFP as specified by the City.

4. Use caution in creating electronic files to be uploaded. If the City is unable to open an electronic file due to a virus or because the file has become corrupted, the Proposer’s response may be considered incomplete and disqualified from further consideration.

5. Use commonly accepted software programs to create electronic files. The City has the capability of viewing documents submitted in the following formats: Microsoft Office and portable document format file (PDF). Unless the RFQu specifically requests the use of another type of software or file format than those listed above, please contact the Issuing Officer, Robyn Holder, prior to utilizing another type of software and/or file format. In the event that the City is unable to open an electronic file because the City does not have ready access to the software utilized by the Proposer, the Proposer’s response will be considered incomplete and disqualified from further consideration.

3.2.4. Reviewing, Revising, or Withdrawing a Submitted Response

After the response has been submitted, the Proposer may view and/or revise its response by logging into OpenGov. Please take note of the following:

1. PROPOSAL SUBMISSION. Upload in one file, the proposal response formatted as instructed in Section 3.3 - "Proposal Format" of this document. All proposals shall be submitted by completing and uploading all required documents. All submittals are required to be electronic. No hard copies will be accepted.

Upload the proposal including all required information, completed forms, and supporting documentation in the appropriate tabs onto OpenGov by the due date and time. Please permit adequate time to submit the response. Please note submission is not instantaneous and may be affected by several events, such as the Proposer temporarily losing a connection to the Internet.

2. REVIEW AND REVISE. Proposers may modify their submittal electronically via the City's Electronic Bidding System at any time prior to the scheduled due date and time for submission. In order to revise, the Proposer must navigate to their submitted response via the City's Electronic Bidding System and then click "Unsubmit Response." At this point, Proposer's response is no longer submitted. Proposer should make the changes required and promptly re-submit its response before the submission date and time.

3. WITHDRAW. Proposers may withdraw their submittal electronically via the Portal at any time prior to the scheduled due date and time for submission. In order to withdraw, the Proposer must navigate to their submitted proposal via the City's Electronic Bidding System and then click "Unsubmit Response". In the event a Proposer desires to withdraw its response after the closing date and time, the Proposer must submit a request in writing to the Issuing Officer.

3.3. Proposal Format

Instructions to Respondents

The Respondent’s proposal must be submitted in accordance with these instructions. Failure to follow these instructions may be cause for rejection of the proposal. For ease of review, submittals should be tabbed and divided in accordance with the sections outlined below with pages sequentially numbered. Submittals must be in a font no smaller than 11. Submittals should be concise, provide only the information requested, and adhere to the page limits if applicable set forth herein.

Proposals must include the following information in this order:

Title Page

Title Page shall show the request for proposal’s subject, title, and proposal number; the Contractor’s firm’s name;

the name, address, and telephone number of a contact person; and the date of the proposal.

Table of Contents

The Table of Contents shall provide listing of all major topics, their associated section number, and starting page.

Tab 1: Qualifications & Personnel Experience

Provide information demonstrating the Proposer's qualifications, organizational structure, and the experience of the key personnel who will be assigned to this project.

A. Include a brief history of the Proposer (years in business, annual volume of work over the past five (5) years, company ownership, officers, etc.). 2 Pages Maximum

B. Provide a resume for each key individual needed to carry out the proposal and describe their proposed role/responsibilities.

2 Pages Per Resume Maximum – 10 Resumes Maximum

1. Include years in industry and years with current firm.

2. List any relevant licenses and/or certifications.

3. Provide three (3) similar and relevant projects the team member has worked on in the last 10 years.

a. Include the Person’s Role on the Project

b. Name of the Client

c. Project Delivery Method

d. Start and Finish Dates

e. Project Value

f. Similarity to the Northport Campus Site Improvements or similar municipal facilities projects

C. Include an organizational chart for key personnel who will be involved with the project.

Tab 2: Owners’ Representative Experience

Include at a minimum, five (5) similar projects that have been completed in the past ten (10) years. At least one

(1) must have used Design-Build as the delivery method. Maximum of eight (8) projects allowed. Two (2) pages maximum per project.

2 Pages Per Project Maximum - To Include:

A. Relevance and Similarity of Comparable Projects

• Project Description

• Start/End Dates

• Similarity to the Northport Campus Site Improvements or similar municipal facility or campus development projects

• Experience with fleet operations, maintenance, or public works facilities

• Experience with site development and supporting infrastructure improvements

B. Progressive Design-Build Experience

• Project Delivery Method

• Role as Owner's Representative

C. Project Size, Complexity, and Scope

• Project Cost

• Size and complexity of the project

• Types of facilities and infrastructure included

D. References and Overall Past Performance

• Reference(s), including name, telephone number, and email address of the Owner

• Subcontractors used, if applicable. Note whether they will be used on this project. If not applicable, enter "N/A" and provide an explanation.

Tab 3: Methodology & Approach

Describe the Proposer's overall methodology and approach for delivering the Owner's Agent services described in this solicitation.

30 Page Maximum

A. Planning - What due diligence will be required for a successful municipal facilities and site development project?

B. Schedules & Cost Approach - The Owner’s Agent should clearly define:

1. GMP review methodology

2. Cost model validation

3. Schedule risk analysis

4. Critical path monitoring

5. Contingency management

C. Coordination with the Owner - Will other departments need to be involved, will public outreach be necessary, etc.

1. Owner coordination support

2. Coordination with Planning and Zoning Department

3. Public meeting participation

4. Permit tracking

5. Funding agency reporting

6. Media/communications advisory (if required)

D. Quality Assurance (QA) / Quality Control (QC) – What is the QA/QC process?

1. Existence of a formal, written QA/QC program

2. Internal peer review procedures

3. Documented checklists and review protocols

4. Escalation procedures for critical findings

E. Document Control - How does the Team manage the flow of information, documents, approvals, etc.? How does the Team monitor progress and milestones?

1. Suggested document management software (Procore, e-Builder, SharePoint, etc.)

2. Cloud accessibility

3. Role-based permissions

4. Integration with BIM

5. Real-time tracking dashboards

6. Mobile field accessibility

F. Closeout – Consultant’s role in the closeout process.

1. Startup coordination

2. O&M manual review oversight

3. Warranty tracking process

4. Performance guarantee verification

*All required Additional Proposal Mandatory Forms must be completed and included with the submitted proposal.

The Mandatory Forms are available in Section 10 – Vendor Submission Requirements and Attestations and can be downloaded, filled out, and uploaded in the designated tabs within the project on OpenGov.

4. General Insurance

The Proposer shall, on a primary basis and at its sole expense, agree to maintain in full force and effect at all times during the life of this Contract, insurance coverage and limits, including endorsements, as described herein. The requirements contained herein, as well as City's review or acceptance of insurance maintained by the Proposer are not intended to and shall not in any manner limit or qualify the liabilities and obligations assumed by Proposer under the Contract.

The parties agree and recognize that it is not the intent of the City of Port St. Lucie that any insurance policy/coverage that it may obtain pursuant to any provision of this Contract will provide insurance coverage to any entity, corporation, business, person, or organization, other than the City of Port St.

Lucie and the City shall not be obligated to provide any insurance coverage other than for the City of Port St. Lucie or extend its immunity pursuant to Section 768.28, Florida Statutes, and as may be amended from time to time, under its self-insured program. Any provision contained herein to the contrary shall be considered void and unenforceable by any party. This provision does not apply to any obligation imposed on any other party to obtain insurance coverage for this project, and/or any obligation to name the City of Port St. Lucie as an additional insured under any other insurance policy or otherwise protect the interests of the City of Port St. Lucie as specified in this Contract.

4.1. Indemnification/Hold Harmless

Proposer agrees to indemnify, defend, and hold harmless, the City, its officers, agents, and employees from, and against any and all claims, actions, liabilities, losses, and expenses including, but not limited to, attorney's fees for personal, economic, or bodily injury, wrongful death, loss of or damage to property, at law or in equity, which may arise or may be alleged to have risen from the negligent acts, errors, omissions or other wrongful conduct of Proposer, agents, laborers, subcontractors or other personnel entity acting under Proposer control in connection with the Proposer's performance of services under the Contract. To that extent, Proposer shall pay any and all such claims and losses and shall pay any and all such costs and judgements which may issue from any lawsuits arising from such claims and losses including wrongful termination or allegations of discrimination or harassment, and shall pay all costs and attorney's fees expended by the City in defense of such claims and losses, including appeals. That the aforesaid hold-harmless agreement by Proposer shall apply to all damages and claims for damages of every kind suffered, or alleged to have been suffered, by reason of any of the aforesaid operations of Proposer or any agent laborers, subcontractors, or employee of Proposer regardless of whether or not such insurance policies shall have been determined to be applicable to any of such damages or claims for damages. Proposer shall be held responsible for any violation of laws, rules, regulations, or ordinances affecting in any way the conduct of all persons engaged in or the materials or methods used by Proposer on the work. This indemnification shall survive the termination of the Contract.

4.2. Workers’ Compensation Insurance & Employer’s Liability

The Proposer shall agree to procure and maintain Workers' Compensation Insurance & Employers' Liability in accordance with Section 440, Florida Statutes. Employers’ Liability must include limits of at least $100,000.00 each accident, $100,000.00 each disease/ employee, and $500,000.00 each disease/maximum. A Waiver of Subrogation endorsement must be provided. Coverage shall apply on a primary basis. Should scope of work performed by Proposer qualify its employee(s) for benefits under Federal Workers’ Compensation Statute (for example, U.S. Longshore & Harbor Workers Act or Merchant Marine Act), proof of appropriate Federal Act coverage must be provided.

4.3. Commercial General Liability Insurance

The Proposer shall agree to procure and maintain Commercial General Liability insurance, issued under an Occurrence form basis, including Contractual liability, to cover the hold harmless agreement set forth herein, with limits of not less than:

Each occurrence $1,000,000

Personal/advertising injury $1,000,000

Products/completed operations aggregate

$2,000,000

General aggregate $2,000,000

Fire damage $100,000 any 1 fire

Medical expense $10,000 any 1 person

4.4. Additional Insured

An Additional Insured endorsement must be attached to the certificate of insurance (should be CG2026) under the General Liability policy. Coverage is to be written on an occurrence form basis and shall apply as primary and non-contributory. Defense costs are to be in addition to the limit of liability.

A waiver of subrogation is to be provided in favor of the City. Coverage shall extend to independent consultants and fellow employees. Contractual Liability is to be included. Coverage is to include a cross liability or severability of interests provision as provided under the standard ISO form separation of insurers clause.

Except as to Workers' Compensation and Employers' Liability insurance, Certificates of Insurance and policies shall clearly state that coverage required by the Contract has been endorsed to include the City of Port St. Lucie, a municipality of the State of Florida, its officers, agents and employees as Additional Insured for Commercial General Liability and Business Auto Liability policies. The name for the Additional Insured endorsement issued by the insurer shall read: "City of Port St. Lucie, a municipality of the State of Florida, its officers, employees and agents shall be listed as additional insured and include Contract #20260250 - Utility Northport Campus Owner's Agent Services.” Copies of the Additional Insured endorsements shall be attached to the Certificate of Insurance. The policies shall be specifically endorsed to provide thirty (30) days written notice to the City prior to any adverse changes, cancellation, or non-renewal of coverage thereunder. Formal written notice shall be sent to City of Port St. Lucie, 121 SW Port St. Lucie Blvd., Port St. Lucie, FL 34984, Attn: Procurement. In the event that the statutory liability of the City is amended during the term of this Contract to exceed the above limits, the Contractor shall be required, upon thirty (30) days written notice by the City, to provide coverage at least equal to the amended statutory limit of liability of the City. Copies of the Additional Insured endorsement shall be attached to the Certificate of Insurance.

4.5. Business Automobile Liability Insurance

The Proposer shall agree to maintain Business Automobile Liability at a limit of liability not less than $1,000,000.00 each accident covering any auto, owned, non-owned and hired automobiles. In the event the Proposer does not own any automobiles, the Business Auto Liability requirement shall be amended allowing the Proposer to agree to maintain only Hired & Non-Owned Auto Liability. This amended requirement may be satisfied by way of endorsement to the Commercial General Liability, or separate Business Auto Coverage form. Certificate holder must be listed as additional insured. A waiver of subrogation shall be provided. Coverage shall apply on a primary and non-contributory basis.

4.6. Waiver of Subrogation

By entering into this Contract, the Proposer agrees to a Waiver of Subrogation for each required policy.

When required by the insurer, or should a policy condition not permit an Insured to enter into a pre-loss Contract to waive subrogation without an endorsement then the Vendor shall agree to notify the insurer and request the policy be endorsed with a Waiver of Transfer of Rights of Recovery Against Others, or its equivalent. This Waiver of Subrogation requirement shall not apply to any policy where a condition to the policy specifically prohibits such an endorsement, or voids coverage should Proposer enter into such a Contract on a pre-loss basis.

4.7. Deductibles

All deductible amounts shall be paid for and be the responsibility of the Proposer for any and all claims under this Contract. Where an SIR or deductible exceeds $5,000, the City reserves the right, but is not obligated, to review and request a copy of the bidder’s most recent annual report or audited financial statement.

4.8. Compliance

It shall be the responsibility of the Proposer to ensure that all independent contractors and/or subcontractors comply with the same insurance requirements referenced herein. It shall be the responsibility of the Proposer to obtain Certificates of Insurance from all independent contractors and subcontractors listing the City as an Additional Insured without the language “when required by written contract”. If the Proposer, independent contractor and/or subconsultant maintain higher limits than the minimums shown above, the City requires and shall be entitled to coverage for the higher limits maintained by the Proposer/independent contractor/subcontractor.

The Proposer may satisfy the minimum limits required above for either Commercial General Liability, Business Auto Liability, and Employers’ Liability coverage under Umbrella or Excess Liability. The Umbrella or Excess Liability shall have an Aggregate limit not less than the highest "Each Occurrence" limit for either Commercial General Liability, Business Auto Liability, or Employers’ Liability. When required by the insurer, or when Umbrella or Excess Liability is written on Non-Follow Form, the City shall be endorsed as an "Additional Insured."

The City by and through its Risk Management Department reserves the right, but is not obligated, to review, modify, reject or accept any required policies of insurance, including limits, coverages or endorsements, herein from time to time throughout the term of this Contract. All insurance carriers must have an AM Best rating of at least A:VII or better.

A failure on the part of the Proposer to execute the contract and/or punctually deliver the required insurance certificates and other documentation may be cause for annulment of the award.

4.9. Professional Liability Insurance

Proposer shall agree to maintain Professional Liability, or equivalent Errors & Omissions Liability, at a limit of liability not less than $2,000,000 Per Occurrence. When a self-insured retention (SIR) or deductible exceeds $10,000, the City reserves the right, but is not obligated, to review and request a copy of Proposer’s most recent annual report or audited financial statement. For policies written on a “Claims-Made” basis, Proposer warrants that the retroactive date equals or precedes the effective date of this Contract.