Okaloosa County Sealed Solicitation
Title: Water & Wastewater Rate Consulting Services for Okaloosa County Water & Sewer Department-CV
Deadline: 2/13/2025 3:00 PM (UTC-06:00) Central Time (US & Canada)
Status: In Review
Solicitation Number: RFQ WS 24-25
Description: SCOPE OF SERVICES
Basic Services. The services to be performed under this Agreement shall be specifically described for each Assignment in individual Task Orders written and executed in accordance with this Agreement.
Each Assignment will have the following characteristics:
The consultants’ contract will consist of fixed hourly costs for all positions required to complete any public water and wastewater infrastructure tasks for professional rate consulting services including but not limited to:
• Review and if necessary, redesign of the potable water and wastewater rates and charges based on cost of services principles, project potable water and wastewater service area, including number of customers and usage for planning and rate evaluation, project annual revenue requirements for potable water and wastewater based on operating and capital funding needs;
• Review and update miscellaneous charges which include connect and/or disconnect fees, backflow inspection fees, meter set, meter test, account turned off/on for non- payment, illegal water connection or stolen meter, returned checks, and review and design fees for new service installations;
• Review and develop potential wholesale water and wastewater rates;
• Review operations of the water and wastewater utility systems to determine if additional service charges and revenue enhancements are appropriate;
• Review and recommend proposed connection fees (capacity expansion fees) based on the cost of projected facilities expansion and unused existing capacity, as well as uses of fees for upgrades and expansions as part of the capital funding plan;
• Perform annual revenue sufficiency analysis to determine if the current rate plan will meet the financial needs & proposed budgets of the utility;
• Assist in the calculation and implementation of a reclaimed water rate structure;
• Perform capital financing and bond feasibility studies;
• Develop and maintain a highly detailed interactive rate model to include, projected cash inflows, cash outflows, capital outlay, capital improvement program, debt service coverage, and long-term borrowing projections;
• Based on predetermined cost escalation assumptions project this model out 10 years to assure revenue sufficiency;
• This rate model will need to contain all revenue and expense line items in the annual budget (~150 accounts);
• Participate in periodic meetings and presentations to include performing “what if” analysis on the rate model based on multiple scenarios provided by staff;
• Any other type of tasks which may be under the purview of the water & sewer department or any other county department.
Documents:
| Documents as of 1/17/2025 |
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Addition 1
Posted: 2/6/2025
Type of Addition: Addendum
Overview: Questions and Answers
Solicitation #: RFQ WS 24-25
Documents:
Addition 2
Posted: 2/27/2025
Type of Addition: In Review
Question 1
Posted: 1/30/2025
Question: In the RFQ, it says, "Note: Failure to provide all the required information, in the required format, may disqualify the vendor from further consideration." In light of these formatting requirements, where should the form on the first page of the RFQ be included in the submittal?
Response: See addendum 1
Question 2
Posted: 1/30/2025
Question: 2. Preparation of Qualifications states, "The qualifications form is included with the proposal documents." Number 17: Recycled Content Information states "Note: For respondent’s convenience, this certification form is enclosed and is made a part of the proposal package." The team isn't seeing these forms among the 15 included forms. Can the County please show us where we can find these forms or provide these forms? Thank you.
Response: See addendum 1
Question 3
Posted: 1/30/2025
Question: In the RFQ, it says, "Note: Failure to provide all the required information, in the required format, may disqualify the vendor from further consideration." In light of these formatting requirements, where should we provide information to address the requirements in the Scoring Criteria? Should we follow the order in which they are presented in the Scoring Criteria?
Response: See addendum 1
Question 4
Posted: 1/30/2025
Question: Number 8: Contract for Services states, "It is the responsibility of the Respondent to raise any objections to the terms and conditions of the standard agreement at the time of submitting its response to this RFQ. Failure to do so will be considered a waiver of respondent’s right to raise it later in the process or during negotiations. In the evaluation and negotiation processes the County has the right in its sole discretion to consider any objections raised by Respondent as part of the determination of most responsible and responsive proposer." If the firm decided to propose exceptions to the terms and conditions, where should these exceptions be included? Thank you.
Response: See addendum 1
Posted: 2/6/2025
Type of Addition: Addendum
Overview: Questions and Answers
Solicitation #: RFQ WS 24-25
Documents:
Posted: 2/27/2025
Type of Addition: In Review
Posted: 1/30/2025
Question: In the RFQ, it says, "Note: Failure to provide all the required information, in the required format, may disqualify the vendor from further consideration." In light of these formatting requirements, where should the form on the first page of the RFQ be included in the submittal?
Response: See addendum 1
Posted: 1/30/2025
Question: 2. Preparation of Qualifications states, "The qualifications form is included with the proposal documents." Number 17: Recycled Content Information states "Note: For respondent’s convenience, this certification form is enclosed and is made a part of the proposal package." The team isn't seeing these forms among the 15 included forms. Can the County please show us where we can find these forms or provide these forms? Thank you.
Response: See addendum 1
Posted: 1/30/2025
Question: In the RFQ, it says, "Note: Failure to provide all the required information, in the required format, may disqualify the vendor from further consideration." In light of these formatting requirements, where should we provide information to address the requirements in the Scoring Criteria? Should we follow the order in which they are presented in the Scoring Criteria?
Response: See addendum 1
Posted: 1/30/2025
Question: Number 8: Contract for Services states, "It is the responsibility of the Respondent to raise any objections to the terms and conditions of the standard agreement at the time of submitting its response to this RFQ. Failure to do so will be considered a waiver of respondent’s right to raise it later in the process or during negotiations. In the evaluation and negotiation processes the County has the right in its sole discretion to consider any objections raised by Respondent as part of the determination of most responsible and responsive proposer." If the firm decided to propose exceptions to the terms and conditions, where should these exceptions be included? Thank you.
Response: See addendum 1