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Upper Zone Tank and Well Project Invitation for Bids Page 1 of 7 CITY OF KALISPELL REQUEST FOR QUALIFICATIONS KALISPELL WATER SYSTEM TANK AND WELL PROJECT 1 - GENERAL INFORMATION 1.1 Pursuant to the authority granted to it under MCA 7-5-4301(2)(a)., the City of Kalispell seeks to procure a qualified professional consulting engineer to provide professional engineering services including analysis, design, and construction engineering for water infrastructure improvements for a new well, transmission main, and water tower as designated in the 2018 Kalispell Water Facility Plan. 1.2 The Statement of Qualifications (SOQ) must be received by the City Clerk at 201 First Avenue East, (PO Box 1997, 59903), Kalispell, Montana, by 5:00 p.m. local time, May 18, 2020. 1.3 Questions pertaining to the selection process should be directed to Susie Turner, Public Works Director, at 758-7852 or sturner@kalispell.com. 1.4 The City of Kalispell shall not be held responsible for any oral instructions. Any changes to this Request for Qualifications (RFQ) will be in the form of an addendum, which will be furnished to all registered RFQ holders. 1.5 The City of Kalispell reserves the right to reject any or all SOQs, to waive any informality or irregularity in any SOQ received, and to be the sole judge of the merits of the respective SOQs received. 1.6 A pre‐submittal conference for the SOQ will not be held. Individual can contact Susie Turner or Keith Haskins for inquires on the RFQ submittal. 1.7 The Service Provider will be selected on the basis of demonstrated competence and qualification for the type of services required, and thereafter the City will negotiate the services agreement with what it deems to be the most qualified company. 2 ‐ ANTICIPATED SCOPE OF WORK After being selected, the Professional Service Provider will execute a services agreement with the City to provide the scope of work set forth below. The Professional Service Provider and the City shall negotiate the exact scope of work after the selection. Page 2 of 7 2.1 Kalispell North Water Well and Storage Tank The City requires professional services for the planning, design, and construction of future water improvements including a new well, transmission main, and water storage facility in the City’s upper pressure zone. The planning, design, and construction for the water system improvements will require utilization of the updated Facility Plan, modeling; analysis for the optimum location and operation; water right; possible easements and land acquisition; property, topographic, and utility surveys; submittals to governmental agencies; design of the recommended storage facility and transmission mains meeting public agency standards; and the engineering oversight during construction. 2.2 Required Scope of Services The preliminary scope of work involved for this project is outlined in the sections below. Additional tasks and work elements may be added during contract negations. It is also possible that tasks or elements could be deleted through contract negotiations. The consultant may recommend the addition/removal of tasks, or modification of tasks, in describing their particular understanding and approach for the project. 2.2.1 Common Tasks 1. Utilize and build upon the existing information provided in the 2018 Water Facility Plan. 2. Collect and review data available within the City’s Public Works Department. 3. Participate in City Council work sessions and public informational meetings as deemed necessary by the City. 4. Review funding strategies and perform tasks associated with grants and procuring State Revolving Fund loans as deemed necessary by the City. 2.2.2 Water System Improvements – Section 36 Well and Storage Tank Source Well: The City is adding a Municipal well to the Kalispell Public Water Supply in support of the upper water pressure zone as identified in the 2018 Kalispell Water Facility Plan. 1. Perform a detailed engineering report, design, and cost estimate for the connection of a new pump and water facility into Kalispell Public Water Supply (PWS). 2. Coordinate and implement all permitting and public/private agency requirements. 3. Coordinate preparation and perform all the necessary tasks to procure water rights. 4. Prepare engineering designs, SCADA control improvements, drawings, specifications, DEQ submittals, and contract and bid documents. 5. Administer bids for construction, as required, including such items as preparations of bid documents, pre-bid meetings, review of bids, and recommendation for award. 6. Manage project to ensure production well is turn-key ready for the City to operate. 7. Provide construction management as deemed necessary by the City. Page 3 of 7 Water Storage Facility: The 2018 Water Facility Plan Update (FPU) identified the need for a new water storage facility in the City’s upper pressure zone. The need is further highlighted by Kalispell current and future projected water demand from development in the north and west areas of Kalispell. Professional services are required for the planning, design and construction of a new storage facility in the upper pressure zone. 1. Perform a detailed Engineering report containing technical and economic assessments related to the optimum location, type, size, facilities, and estimated cost of the water improvements to meet the needs of a new water storage facility as recommend in the FPU and the Public Works Department. 2. Identify land ownership and perform necessary land acquisitions for optimum location of the improvements. 3. Coordinate and implement all permitting and public/private agency requirements. 4. Prepare engineering designs, drawings, specifications, DEQ submittals, and construction bid documents. 5. Administer bids for construction, as required, including such items as preparations of bid documents, pre-bid meetings, review of bids, and recommendation for award. 6. Manage project to ensure storage facility is turn-key ready for the City to operate. 7. Provide construction management as deemed necessary by the City. 2.3 Estimated Project Timetable 1. Selection of Professional Service Provider - June 2020 2. Contract Negotiations and Award – June 2020 3. Storage Tank and Well – Commence Professional Services June of 2020. Design and bid documents completed by December of 2020, advertise for bids in January of 2021, and construction starting in spring of 2021. 3 ‐ STATEMENT OF QUALIFICATIONS SELECTION CRITERIA 3.1 The Professional Service Provider will be selected through a qualification‐based selection process. Firms interested in providing requested scope of services to the City of Kalispell must submit a Statement of Qualifications (SOQ) that addresses the following evaluation criteria. Applicants are encouraged to organize their submissions in such a way as to follow the general evaluation criteria listed below. Information included within the SOQ may be used to evaluate your firm as part of any criteria regardless of where that information is found within the SOQ. Information obtained from the SOQ and from any other relevant source may be used in the evaluation and selection process. 3.2 Cover Letter (1‐page) containing at a minimum: Company name, contact name, address, fax number, and email address. Page 4 of 7 3.3 Qualifications Criteria 3.3.1 General Information 1. Description of company 2. Lead firm’s primary and secondary contact information 3. Legal company organization; organization chart with names 4. List of applicable Montana licenses 3.3.2 Relevant Company Experience (30 points) Describe the firm’s experience with similar new well facilities, transmission mains, and water storage projects. For each project provide the following information: 1. Project design and construction costs if applicable (include data on change orders as a percent of the original budget). 2. Ability to maintain and meet schedule established in a professional contract (include data on proposed work completion dates and actual timeline achievements). 3. Key project staff members, (still with the firm and will be working on this project) and their project role. 4. Statement of experience with the following: a. Analysis of public water supply, sizing and design of similar water improvements for PWS pump/well facilities and storage facilities. b. Preliminary planning, modeling, design, optimum location determination and costs for similar water improvement facilities. c. SCADA control design and installation. d. New water source water right applications, development, and procurement process. e. Land and easement acquisition experience. f. Coordination and implementation of permitting and public/private agency requirements including Montana Department of Environmental Quality. g. GPS Surveying and experience with drafting software including AutoCAD. h. Construction management. 3.3.3 Company Qualifications (10 points) 1. Describe the company’s history in the industry. a. Provide resumes of key personnel in Appendix A. 2. Briefly describe certifications and license held by the company in the state of Montana. 3. List and briefly describe the professional services the company provides to 3-5 other jurisdictions and the length of time the services have been provided. 4. A minimum of three referrals and references from other municipalities or local governments. Page 5 of 7 3.3.4 Contract Understanding and Approach (25 points) 1. Describe your understanding of the current needs of the City of Kalispell for the professional services being requested. 2. Identify and discuss any potential difficult issues your company may face in providing services for the City of Kalispell. 3. Identify and discuss methods to mitigate these difficulties. 3.3.5 Approach to Contract Management (25 points) 1. Present a brief description of how the firm intends to organize and conduct the project. 2. Describe your company’s approach in initiating and establishing the service that meet the needs and requirements of the City. 3. Provide a narrative outlining a proposed scope of work that includes description of each task and work product, and a concise explanation of the firm’s approach to accomplishing the tasks. 4. Describe a proposed time schedule of work with key milestones and product deliveries. 3.3.6 Other Factors (10 points) 1. Provide the firm’s record of commitment to schedule as demonstrated on past projects. 2. Current contracts and ability to proceed promptly. 3. Relevant factors impacting the quality and value of service. 4. Firm’s record of commitment to professional service budgets as demonstrated on past projects. 4 ‐ SUBMITTAL REQUIREMENTS 4.1 The SOQ shall include a one‐page cover letter plus a maximum of twenty (20) pages to address the SOQ criteria specified in Section 3 (excluding resumes). Table of Contents and section divider pages do not count towards the total page count. 4.2 Six copies of the Statement of Qualifications must be submitted to the City Clerk at 201 First Avenue (PO Box 1997, 59903), East, Kalispell, Montana, by 5:00 p.m. local time, May 18, 2020. 4.3 Failure to comply with the following criteria may be grounds for disqualification: 1. Receipt of submittal by the specified cut‐off date and time. 2. The number of originals and/or copies of the submittal specified. 3. Adherence to maximum page requirements. 4.4 Adherence to the maximum page criteria is critical; each page side (maximum 8 1/2” x 11”) with criteria information will be counted. Pages that have photos, charts and graphs will be counted towards the maximum number of pages. 4.5 Faxed materials will not be considered. Page 6 of 7 5 ‐ SELECTION PROCESS AND SCHEDULE 5.1 A Project Evaluation Committee will evaluate each Statement of Qualifications (SOQ) according to the above criteria, as well as past performance evaluations, and select up to three finalists that will be Short Listed for the contract. The Evaluation Committee will evaluate the Short List and select the top qualified firm. If more information is required to select the top qualified firm, the Short List firms will meet with the Project Evaluation Committee for interviews. The purpose of the interview will be to expand on the information provided in the SOQ, not to repeat information already provided. Those firms selected for the Short List will be provided additional instructions by the City. Those firms not selected for further consideration will be notified. 5.2 The following tentative schedule has been prepared for evaluation of the SOQs. Firms interested in this project must be available on the interview meeting date. SOQ due: May 18, 2020 at 5:00 p.m. Firms notified for interview: TBD Interviews: TBD 5.3 Following the evaluation and interviews (if needed), the Project Evaluation Committee will determine a ranking for each Short List firm based on the published criteria in 3.3 of this RFQ. Consideration will be given to both the written Statement of Qualifications and any oral presentations or interviews. No other factors or criteria will be used in the qualification ranking. 5.4 The highest ranked firm will be recommended to the City Manager and City Council for contract award. 5.5 Requests for debriefings or selection decisions shall be made in writing to the City. All information submitted by firms and related Project Evaluation Committee evaluations and rankings shall be considered confidential until after contract execution and award by the City Council. 5.6 The City will enter into negotiations with the selected firm and execute a contract upon completion of negotiations for the professional services for City Council approval. Contract negotiations will include, but not necessarily be limited to the following elements: scope of work, project timetable, products of work, and fees. If the City is unsuccessful in negotiating a contract with the highest ranked team, the City may then negotiate with the second or third highest ranked team until a contract is executed. If the list of preferred design firms is exhausted without a contract being awarded, the City may decide to terminate the selection process or re-advertise. 5.7 The City will not reimburse any cost associated with the preparation, submittal, or presentation of any Statement of Qualification. Consultant design firms are advised that in accordance with Montana law, any information submitted may be subject to public inspection. Firms are further advised that, while the City is constrained by budget for this work, the City does not consider cost proposals or estimates of fees in its evaluation of qualifications. Page 7 of 7 Publication Dates: April 12, 2020, May 3, 2020