Request for Qualifications. for. Electrical Substation Transformer Replacement. Stillwater Utilities Authority (SUA) City of Stillwater, Oklahoma

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Request for Qualifications for Electrical Substation Transformer Replacement Stillwater Utilities Authority (SUA) City of Stillwater, Oklahoma July 31, 2017 Mandatory scope review meeting in Stillwater Date: Thursday, August 10, 2017 (10:00AM) Statement of Qualifications Due Date: Monday, August 21, 2017 (5:00PM)

TABLE OF CONTENTS 1.0 DESCRIPTION OF STILLWATER UTILITIES AUTHORITY 3 2.0 SCOPE AND BACKGROUND 3 3.0 RFQ SCHEDULE 4 4.0 TECHNICAL QUALIFICATIONS (SOQ FORMAT) 5 5.0 QUALIFICATIONS EVALUATION CRITERIA 5 6.0 SELECTION/REJECTION OF QUALIFICATIONS 7 7.0 RFQ COMMUNICATION 7 8.0 QUALIFICATIONS SUBMITTAL DEADLINE 7 9.0 NOTICE OF RECEIPT OF RFQ INTENT TO RESPOND 7 10.0 MAILING ADDRESS OPTION FOR RFQ SUBMITTAL 7

1.0 DESCRIPTION OF STILLWATER ELECTRIC UTILITY Stillwater Electric Utility (SEU) is a municipal electric utility, located in Stillwater, Oklahoma. SEU is a division of the Stillwater Utilities Authority (SUA), as defined in the City Code, and as such is governed by a Board of Trustees. The Utility is required by law to seek qualifications for the work scope which is defined and made a part of this R equest for Qualifications (RFQ). 2.0 SCOPE AND BACKGROUND The SUA is seeking a highly qualified engineering firm, using the design, bid, and build project approach to replace six (6) electrical substation transformers at three (3) of its distribution substations. The project strategy is to have three (3) contracts, one (1) with the engineering firm for design and construction/installation oversight, one (1) for the procurement of the transformers, and one (1) for the general contractor for construction/installation. The SUA is open to hearing other strategies that may be more efficient or cost effective. The desired replacement transformers will be 28MVA 69,000/12,470 volt distribution transformers with load tap changers. Other scope considerations for the project include removal/disposal of the transformers from their existing pads, re design and construct/modify the pads if necessary, and fully install, connect, test, and make operational the new transformers. The firm will also be responsible for the evaluation of the rating of the adjacent bus and breakers, making recommendations based on that evaluation and providing a complete set of as built drawings including external connections to the transformers. The desire is to formulate a strategy for procurement/construction/installation of the six (6) transformers (two (2) per substation) between the months of September 2018 through May of 2019, one substation at a time. This project will be funded by local funding. The funding for this project is in the approval process now and will not be approved prior to the issuance of this RFQ. The project scope, at a minimum, will include the following: Design criteria and construction plans Budget development/cost estimates Time line development Administration/oversight of general contractor/contract packages Preparation of bid specifications/packets/evaluations/recommendations to SUA for general contractor and transformers Page 3

Procurement support for required equipment and materials Environmental permitting, including any other applicable Federal, State or Local permitting requirements Geotechnical services Construction project management with resident engineers Project manuals (Paper and Electronic versions) Project close out Firm will need to have the capabilities to handle all aspects of the project outlined above. The proposed substation locations are: Boomer Lake Substation: 1 Boomer Lake Station Drive, Stillwater, OK 74075 Central Substation: 411 E. 3 rd, Stillwater, OK 74074 Hospital Substation: 1527 W. 7 th, Stillwater, OK 74074 Project Schedule: Time is of the essence. Please comment on the ability and commitment to devote the necessary resources to meet the project completion date of May 31, 2019 or sooner. This date is subject to trustee s final approval of the project. 3.0 RFQ SCHEDULE Issue Request for Qualifications Monday July 31, 2017 Mandatory scope review meeting in Stillwater Deadline for Questions SUA Receive Statement of Qualifications (SOQ) *Thursday, August 10, 2017 (10:00AM) **Wednesday, August 16, 2017 (5:00PM) Monday, August 21, 2017 (5:00PM) Interviews (If necessary) August 28, 2017 August 31, 2017 Firm Selected By Wednesday September 6, 2017 Define Scope/Execute Contract ***September October 2017 Begin Work ***October 2017 Page 4

*Mandatory scope review meeting will be at: City Hall 723 S. Lewis Stillwater OK, 74074 Room 2073 **All questions will be compiled and distributed to all the vendors ***Project is contingent upon SUA trustee approval. Project funding as of RFQ issuance date has not been approved. 4.0 TECHNICAL QUALIFICATIONS SOQ Format: The SOQ will be limited to a maximum of fifteen (15) pages in length. SOQ should be printed on 8.5 X 11 paper, although charts, matrices, or diagrams may be printed on larger sheets. Type size should be no smaller than 11 point font for narrative sections, but may be reduced for captions, footnotes, etc. as required, while still maintaining legibility. Please submit packages comprised of materials that are easily recyclable or reusable at the conclusion of the evaluation process. Electronic submittals are encouraged but not required. Your SOQ should include the following information: 1. Vendors name, address, and brief history including technical qualifications. 2. Services to be provided by your company. 3. Services to be provided by sub consultants. If using sub consultants, please describe previous collaborations and prime vendors management approach toward sub consultants. 4. Vendor s understanding of project and approach to delivering requested services. 5. Related experience to include: a. Projects of a relevant nature and scope with date of completion. b. Resumes of your key personnel qualified to perform items outlined in the referenced scope of work with an organizational flow chart of the project manager and key personnel assigned to the project. c. References with current contacts on similar size and scope projects. 6. Provide project schedule with key milestones. 7. Vendor Financial Statements 5.0 QUALIFICATIONS EVALUATION CRITERIA Qualifications will be judged based on the firm s ability to meet the needs of the SUA for the project listed above. This SOQ should provide all relevant information necessary to allow the SUA to conduct a thorough analysis of the vendor s ability to perform the professional services associated with the project. The following is an example list of criteria that, as a minimum, will be used to review the SOQ. Page 5

I. Vendor and Individual Qualifications a) Services to be provided by vendor. b) Qualifications and experience of individuals to be assigned to the project. c) Qualifications of personnel assigned to the project that have direct supervision of this type of project. II. Experience Considerations a) Understanding of project scope and approach to service delivery. b) Specific project type experience. c) Project and work experience specifically with design and implementation of this type of project. d) Project approach. e) Technical qualifications in general to design, bid and build this proposed project. f) Electrical substation design/construction. g) Administration/oversight of general contractor/contract packages. h) Environmental permitting and testing, including applicable Federal, State, or Local permitting. III. Ability to perform work a) Availability of staff. b) Services to be provided by sub contractors. c) Firm s ability to meet the May 31, 2019 project completion deadline. IV. References a) Quality of design. b) Ability to meet schedules/deadlines. Ability to control cost/meet budgets. c) Communication/Cooperation. SUA reserves the right to consider any other factors that it deems to be relevant to its needs. SUA reserves the right to request additional information from an individual or to request all vendors to submit supplemental materials in fulfillment of the content requirements of this RFQ or to meet additional information needs of SUA. SUA also reserves the unilateral right to waive any technical or format requirements contained in the RFQ. Page 6

6.0 SELECTION/REJECTION OF QUALIFICATIONS SUA intends to review the SOQ s and select the most qualified vendors for further consideration which may include an in person interview in Stillwater. SUA reserves the right to reject any and all qualifications, and to re solicit for qualifications in the event that any or all qualifications are rejected. 7.0 RFQ COMMUNICATION All questions or other communication regarding SUA s RFQ should be submitted by email to: John Hamble Substation and Transmission Supervisor 405 533 8404 jhamble@stillwater.org 8.0 QUALIFICATIONS SUBMITTAL DEADLINE The following deadlines and time frames apply to this solicitation: Statement of Qualifications Due: Monday, August 21, 2017 (5:00PM) Note: Late responses will not be accepted by SUA. 9.0 NOTICE OF RECEIPT OF RFQ INTENT TO RESPOND SUA requests that recipients of this RFQ who intend to respond provide a courtesy notice of such intention via email message to elizabethtyner@stillwater.org 10.0 E MAIL ELECTRONIC COPIES (LESS THAN 6 MB) OF THE STATEMENT OF QUALIFICATIONS OR SIX (6) HARD COPIES AND ONE (1) ELECTRONIC COPY TO: Elizabeth Chrz City Clerk 723 S. Lewis Street Stillwater, Oklahoma 74076 Email: echrz@stillwater.org Page 7