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Item L02 BOARD OF COUNTY COMMISSIONERS AGENDA ITEM SUMMARY Meeting Date: 15 July 2003 Division: Growth Management Bulk Item: Yes ----X- No Department: Marine Resources AGENDA ITEM WORDING: Approval to advertise and Request for Qualifications (RFQ) to provide engineering and permits for a stormwater improvement / xeriscape project on Big Coppitt funded through a contract with the Water Management District ITEM BACKGROUND: Attached is an RFQ for the Big Coppitt Stormwater / Xeriscape project. This item has been considered previously by the Board in its approval of the grant contract with the District. Through this item we will be putting the project out to obtain statements of qualification. PREVIOUS RELEVANT BOCC ACTION: October 2002 - Approval of SFWMD Contract No. C-13177 CONTRACT/AGREEMENT CHANGES: NA STAFF RECOMMENDATIONS; Approval TOTAL COST: $40.000 BUDGETED: Yes x No COST TO COUNTY: $20.000 SOURCE OF FUNDS: Fund 148 REVENUE PRODUCING: Yes No ----X- AMOUNT Per Month Year DOCUMENTATION: Included.-L To Follow Risk Management NA APPROVED BY: County Atty NA DIVISION DIRECTOR APPROVAL: Growth Management Not Required L'L DISPOSITION: AGENDA ITEM NO.: BC030780 6/26/2003 12:37 PM Monroe County 1100 Simonton Street Key West. Florida 33040 Stormwater / Xeriscape Engineering Services Request for Statements of Qualifications Legal Notice Monroe County, pursuant to Florida Statutes, Chapter 287.055, Consultants Competitive Negotiations Act, is seeking Professional Engineering Consulting firms to enter into a Contract for Stormwater Improvement and Xeriscape Engineering Services leading to necessary permits for such improvements along a one to two mile section of U.S. Highway 1 on Big Coppitt Key. A copy of the Qualifications Package may be obtained from Ms. Lisa Cherry, Monroe County Purchasing Department, 1100 Simonton Street, Key West, Fl., 33040. (305)-292-4466 Firms or individuals desiring to provide professional services for this project shall submit six (6) copies of a Letter of Interest and completed Qualifications Package addressed to: Ms. Lisa Cherry Purchasing Department Monroe County 1100 Simonton Street Key West, Florida 33040-1239 Phone: Fax: 305-292-4466 305-292-4515 All Qualifications Packages shall be sealed in envelopes plainly marked on the outside: "Project Name: "Big Coppitt Stormwater / Xeriscape Engineering Services" Qualifications Packages will be received until 5:00 p.m., local time, on Tuesday, the 16s1 day of June, 2003. Review of the Qualifications Packages will be performed by a selection committee as determined by the Director of Marine Resources. The areas of consideration for determining the best firm or individual qualified include, but are not limited to the following: . Qualifications and Expertise of Firm with Similar Work . Qualifications and Expertise of Assigned Staff with Similar Projects Big Coppitt Wastewater Engineering Services . Understanding of Scope of Work . Quality, Depth & Scope of Proposed Project Approach . Past Performance History . References . Location Considerations . Prior Work History with Monroe County, if any Only those firms or individuals submitting letters of interest and completed qualifications packages which best meet the needs of the Florida Keys Aqueduct Authority will be considered for the requested services, regardless of past contracts with the Florida Keys Aqueduct Authority. Additional information may be obtained by contacting George Garrett, Director of Marine Resources, 305 - 289- 2507. Big Coppitt Wastewater Engineering Services Request for Qualifications "Big Coppitt Stormwater / Xeriscape Engineering Services" May 2003 Qualifications Package Issued by: Department of Marine Resources EPA Decentralize Wastewater Utility Demonstration Project Part I Part II Part III Part IV Part V Part VI Monroe County Request for Statements of Qualifications "Big Coppitt Stormwater / Xeriscape Engineering Services" Table of Contents General Information A. Purpose B. Scope of Services C. Requirements of Consultants Proposal Due Date Submission of Proposal A. Incurred Expenses B. Interviews C. Proposal Acknowledgement D. Request for Additional Information E. Signature Requirements F. AcceptancelRejection/Modifications to Proposals Information Required of Proposer - Qualification Requirements A. Title Page B. Table of Contents C. Letter of Interest D. Section 1 - Consultant's Team E. Section 2 - Firm Experience F. Section 3 - Project Scope and Approach G. Section 4 - Office Location H. Section 5 - References I. Section 6 - Qualification Forms J. Section 7 - Standard Forms 254 and 255 K. Section 8 - Other Information Proposal Evaluation and Review Procedure Questions Regarding the Proposal Process Attachment A - Qualification Forms EPA Decentralize Wastewater Utility Demonstration Project PART I GENERAL INFORMATION A. Purpose Monroe County desires to retain a professional engineering consultant(s) to provide the scope of services described below. Selection of the consulting firm(s) or individual(s) will be in accordance with Florida Statute 287.055. This Qualifications Package provides guidelines for the submission of letters of interest and qualifications information in response to this RFQ. B. Scope of Services Experience to include: . General stormwater engineering; . Landscape planning using xeriscape materials; . Pedestrian and bicycle planning and engineering, to include bicycle path improvements; . Project permitting to include the South Florida Water Management District and the Florida Department of Transportation This scope of services may be expanded at the discretion of Monroe County to include other stormwater related engineering consulting assignments related to the development of the Big Coppitt stormwater engineering and xeriscape project. C. Requirements of Consultants Consultants interested in performing these services must exhibit considerable relevant experience with this type of work, and should emphasize both the experience and capability of particular personnel who will actually perform the work. Consultants should indicate any sub-consultants proposed to be utilized for the project. Proposers, both corporate and individual, must be fully licensed for the type of work to be performed in the State of Florida at the time of RFQ receipt. The proposal of any proposer that is not fully licensed and certified shall be rejected. Consultants shall carry and provide Monroe County proof of General Liability, Professional Liability, and Workers Compensation Insurance. PART II PROPOSAL DUE DATE Sealed proposals in six (6) complete copies must be received at the Monroe County Purchasing Department no later than 5:00 p.m., local time, on Tuesday, the 1st day of July, 2003. Firms or individuals desiring to provide professional services for this project shall submit six (6) copies of a Letter of Interest and completed Qualifications Package addressed to: EPA Decentralize Wastewater Utility Demonstration Project Ms. Lisa Cherry Purchasing Department Momoe County 1100 Simonton Street Key West, Florida 33040 Phone: Fax: 305-292-4466 305-292-4515 All Qualifications Packages shall be sealed in envelopes plainly marked on the outside: "Project Name: "Big Coppitt Stormwater / Xeriscape Engineering Services" Proposals received by Momoe County after the time specified for receipt will not be considered. Proposers shall assume full responsibility for timely delivery at the location designated for receipt of proposals. PART III SUBMISSION OF PROPOSAL A. Incurred Expenses Momoe County is not responsible for any expenses which proposers may incur preparing and submitting letters of interest and qualifications packages called for in this Request for Qualifications. B. Interviews Momoe County reserves the right to conduct personal interviews or required presentations on all proposers prior to selection. Momoe County will not be liable for any costs incurred by the proposer in connection with such interviews/presentations (i.e. travel, accommodations, etc.). c. Proposal Acknowledgement By submitting a qualifications package, the proposer certifies that he/she has fully read and understands the qualifications instructions and has full knowledge of the scope, nature, and quality of work to be performed. D. Request for Additional Information The proposer shall furnish such additional information as Momoe County may reasonably require. This includes information that indicates financial resources as well as ability to provide the services. Momoe County reserves the right to make investigations of the qualifications of the proposer as it deems appropriate. E. Signature Requirements Proposals must be signed by duly authorized official(s) of the proposing firm. Joint ventures or teams submitting proposals, although permitted and encouraged, will not be considered responsive unless it is established that all contractual responsibility rests solely with one firm or legal entity which shall not be a subsidiary or affiliate with limited resources. Each proposal shall indicate the entity responsible for execution on behalf of the proposal team. EPA Decentralize Wastewater Utility Demonstration Project F. AcceptancelRejection/Moditications to Proposals Monroe County reserves the right to negotiate modifications to proposals that it deems acceptable, reject any and all proposals, and to waive minor irregularities in the evaluation process. PART IV INFORMATION REQUIRED OF PROPOSER - QUALIFICATION REQUIREMENTS In order to ensure a uniform review process and to obtain the maximum degree of comparability, it is required that the qualifications packages be organized in the manner specified. The proposals should be assembled in the order listed below and utilize the headings given. The qualifications package shall be bound no larger than a 2-inch three-ring binder with tabs separating the sections noted below. Proposals submitted in notebooks larger than 2-inch or in any other type of binding will be considered non responsive and will not be considered for evaluation. A. Title Page B. Table of Contents C. Letter of Interest Letter of Interest is limited to two pages and should include the name of the person(s) who will be authorized to make representations for the proposer, their title( s), and telephone number( s). D. Section 1- Consultant's Team This section should identify the prime consultant, sub consultants, project staffing plan, and resumes. An organization chart of the firm should be included that identifies those individuals that will be most directly involved with MONROE COUNTY projects. Identify the Project Manager that will be responsible for day- to-day communication and coordination with Monroe County. E. Section 2 - Firm Experience The proposer should present recent (within the last 5 years), relative firm experience for the prime and subconsultants that is most similar to the requested scope of services. Specifically include information on the following: 1. .Use and or development of On-site Wastewater Nutrient Reduction Systems (OWNRS); 2. Testing of new OWNRS technologies; 3. Installation and management of on-site and clustered OWNRS; 4. Operation and Maintenance of (0 &M) on-site and clustered OWNRS; EPA Decentralize Wastewater Utility Demonstration Project 5. Use of telemetry technologies in the management, maintenance, and monitoring of wastewater systems; 6. Development and Implementation of Decentralized Utility management; and 7. General engineering services to include surveying, aerial photography, engineering design and permitting for wastewater collection, treatment, and disposal systems. F. Section 3 - Approach to Scope of Senrices This section should include a statement as to the project understanding, planned project approach and tentative time frame of performance. G. Section 4 - Office Location Descriptions of primary project office location, address, and phone numbers should include the prime consultant and all subconsultants. H. Section 5 - References A list of client references should include name, address, telephone number, and contact person. I. Section 6 - Qualification Forms The proposer should complete the Qualification Forms provided in Attachment A. The forms can be copied for typed information or reproduced in word processing format. Forms may be submitted in duplicate, as needed, to present all relevant information. J. Section 7 - Standard Forms 254 and 255 Attach one (1) completed set of forms for pnme consultant and each sub- consultant listed. K. Section 8 - Other Information This section should include Proof of Insurance, Statement on Public Entity Crimes, applicable business and professional licenses and other information the proposer considers pertinent for consideration. PART V PROPOSAL EVALUATION AND REVIEW PROCEDURE Review of the Qualifications Packages will be performed by a selection committee as determined by the Director of Marine Resources. The areas of consideration for determining the best firm or individual qualified for the project include, but are not limited to, the following: . Qualifications and Expertise of Firm with Similar Work . Qualifications and Expertise of Assigned Staff with Similar Projects EPA Decentralize Wastewater Utility Demonstration Project . Understanding of Scope of Work . Quality, Depth & Scope of Proposed Project Approach . Past Performance History . References . Location Considerations . Prior Work History with Momoe County, if any. The Momoe County selection committee will evaluate the submittals and create a shortlist of at least three prime consultants, unless less than three Statements are received. The short-listed firms may then be invited to make presentations to the Momoe County Board of Commissioners at a future date. The presentations provide an opportunity for the proposer to clarify the qualifications package to Momoe County. The oral presentation will be incorporated into the final ranking of the short listed firms' overall evaluation. After deliberation, the Momoe County Board of Commissioners will make a final selection of the most qualified firm. A recommendation to begin negotiations with the selected firm will be made by the Selection Committee and approved by the Momoe County Board of Commissioners. Selection is contingent upon the negotiation of a mutually acceptable contract with the successful proposer. PART VI QUESTIONS REGARDING PROPOSAL PROCESS Inquiries regarding this RFQ should be directed to: Mr. George Garrett Director of Marine Resources Momoe County 2798 Overseas Highway Suite 420 Key West, Florida 33040 Phone: 305-289-2507 Fax: 305-289-2536 E-Mail: garrett-george@momoecounty-fl.com Written requests for clarification will be received until seven (7) days prior to the submittal date. Interested proposers may conduct self-guided site inspections prior to submitting a proposal. It is recommended that all shortlisted firms make a site inspection prior to presentations to the Momoe County Board of Commissioners. EPA Decentralize Wastewater Utility Demonstration Project Attachment A Qualification Forms EP A Decentralize Wastewater Utility Demonstration Project Monroe County Request for Qualifications "Big Coppitt Stormwater / Xeriscape Engineering Services" A. GENERAL INFORMATION 1. 2. 3. Submitting Firm Name: Type of Firm: Corporation If Corporation, complete the following: a. Date Incorporated: b. State Incorporated: c. Date Authorized in Florida: d. President(s) Name and Office Phone Numbers (If outside of Florida, Regional Vice Presidents): 4. If Partnership, complete the following: a. Date Organized: b. Type: General Limited c. Name of Partners: Individual Other 5. Secretary of State's Charter Number (attach copy): 6. Florida State Board of Professional Engineering Business Registration Number: Date: (attach copy) 7. 8. Federal Employer's Identification Number: Do you carry Professional Liability Insurance? If yes, answer the following: a. Policy Number: b. Company Name: c. Amount of Limits: d. Expiration Date: No Yes EPA Decentralize Wastewater Utility Demonstration Project .. r- CIl 8 'E 11) (/) bI) = ..... I-< 11) CIl 11) c.5 e bI) ; ~ ~=:I~ - (j C = 11) = = g. e =:I (j U =.~ Q,lOt) E""'><: c cS- e _ I-< ~CIl2 ~ Q,l I:I:l &~ ~ ~ ti5 ..... ..... ..... 0.. 0.. o U bI) ~ .. (/) >- ~ ~ ; o ~ ~ = ~ - ~ (/) ~ U ~ ~ =- ~ z ~ ~ U ~ ~ ~ (/) ~ = ~ C =:I .c Ui: ~ Q,l e"C - "'" cO = e e < rrl I <C c e .- - (j- = CIl "'" e ~u c e U vi >. ~ I:I:l "'0 ..... I-< o ti: 11) .:::: ..... = ..... .:::: ..... .~ "'0 11) > '0 > = ..... >. - ..... = 11) CIl 11) I-< 0.. .~ I-< ~ = I:I:l "'0 11) ..... 11) 0. e o (j CIl I:I:l .:::: e I-< i:i: CIl ..... (j CI.l '0' I-< 0.. -- "C "C~ Q,l =:I ~ e - .- c.- e CIl e~ U ; ""'- =:I =:I Q,l = >-'t S "'" Q,l c ~ o c e .- - .s "'" (j CIl Q,l e. Q,l e =:I z - ca ..... CIl ::i - (j .~ ~ SWORN STATEMENT PURSUANT TO SECI'ION 287.133(3)(a), FLORIDA STATUTES. ON PUBLIC ENTITY CRIMES TIDS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS. 1. This sworn statement is submitted to the (print name of the public entity) by (print individual's name and title) for (print name of entity submitting sworn statement) whose business address is and (if applicable) its Federal Employer Identification Number (FEIN) is (If the entity has no FEIN, include the Social Security Number of the individual signing this sworn statement: .) 2. I understand that a "public entity crime" as defmed in Paragraph 287.133(1 )(g), Florida Statutes, means 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 or with an agency or political subdivision of any other state or of the United States, including, but not limited to, any bid or contract for goods or services to be provided to any public entity or an agency or political subdivision of any other state or of the United States and involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or materiel misrepresentation. 3. I understand that "convicted" or "conviction" as defined in Paragraph 287.133(1)(b), Florida Statutes, means finding of guilt of 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 in formation after July 1, 1989, as a result of a jury verdict, nonjury trial, or entry of a plea of guilty or nolo contendere. 4. I understand that an "affiliate" as defined in Paragraph 287.133(1 )(a), Florida Statutes means: 1. A predecessor or successor of a person 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. The term "affiliate" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in the management of an affiliate. The ownership by one person of shares constituting a controlling interest in another person, or a pooling of equipment or income among persons when not for fair market value under an arm's length agreement, shall be a prima facie case that one person controls another person. A person who knowingly enters into a joint venture with a person who has been convicted of a public entity crime in Florida during the preceding 36 months shall be considered an affiliate. 5. I understand that a "person" as defmed in Paragraph 287. 133(1)(e), Florida Statutes, means any natural person or entity organized under the laws of any state or of the United States with the legal power to enter into a binding contract and which bids or applies to bid on contracts for the provision of goods or services let by a public entity, or which otherwise transacts or applies to transact business with a public entity. The term "person" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in management of an entity. A-7 6. Based on information and belief, the statement which I have marked below is true in relation to the entity submitting this sworn statement. (Indicate which statement applies). Neither the entity submitting this sworn statement, nor any of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, nor any affiliate of the entity has been charged with and convicted of a public entity crime subsequent. The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members or agents who are active in the management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. However, there has been subsequent proceeding before a Hearing Officer of the State of Florida, Division of Administrative hearings and the Final Order entered by the hearing Officer determined that it was not in the public interest to place the entity submitting this sworn statement on the convicted vendor list. (Attach a copy of the final order). I UNDERSTAND THAT THE SUBMISSION OF THIS FORM TO THE CONTRACTING OFFICER FOR THE PUBLIC ENTITY IDENTIFIED IN PARAGRAPH 1 (ONE) ABOVE IS FOR THAT PUBLIC ENTITY ONLY AND, THAT TIDS FORM IS VALID THROUGH DECEMBER 31 OF THE CALENDAR YEAR IN WHICH IT IS FILED. I ALSO UNDERSTAND THAT I AM REQUIRED TOINFORM THE PUBLIC ENTITY PRIOR TO ENTERING INTO A CONTRACT IN EXCESS OF THE THRESHOLD AMOUNT PROVIDED IN SECTION 287.017, FLORIDA STATUTES, FOR CATEGORY TWO OF ANY CHANGE IN THE INFORMATION CONTAINED IN THIS FORM. (Signature) Sworn to and subscribed before me this day of ,19_ Personally known Or Produced Identification Notary Public - State of My commission expires (Type of identification) (Printed, typed or stamped commissioned name of notary public) A-8