collective 700148470 - web viewinclude a narrative of the scope of work related to the permits,...

ACKNOWLEDGEMENT OF RECEIPTEmail or Fax Back Immediately

(This page only)

Request for Qualifications (RFQ) Collective No.7000148439

Please provide the requested information below as acknowledgment that you have received our Request for Qualifications (RFQ) noted above and wish to participate in this RFQ process. It is strongly recommended that interested respondents complete this acknowledgment and return via email or fax to:

BonnieSue BrayProcurement Analyst, Supply [email protected]#:210-353-3056

Only companies returning this completed acknowledgment form will receive addenda to this Solicitation and be kept in our master bidder’s mailing list data base. Acknowledgment of any and all addenda issued corresponding to this RFQ is required as part of the submittal. Lack of addenda acknowledgment may disqualify your proposal. Failure to respond through the use of this form may subject your firm from being deleted from our Master Vendor List and elimination from future opportunities.

Company Name:

Address:

Ph#:( ) Fax#:( )

E-Mail:

Printed Name: Title:

Signature: Date:

Reason for not responding to this Collective:

Request for Qualifications

for

Substation and Transmission Engineering Services

Request For Qualification No. 7000148439

Issued: March 14, 2018

Qualification Submittal Deadline: April 5, 2018 by 3:00 p.m. (Central Time)

CPS ENERGYP.O. BOX 1771

SAN ANTONIO, TEXAS 78296-1771www.cpsenergy.com

TABLE OF CONTENTS

I. PURPOSE...........................................................................................................................2

A. STATEMENT OF INTENT.................................................................................................2

B. ABOUT CPS ENERGY......................................................................................................2

C. DESCRIPTION OF PROJECT...........................................................................................2

D. RFQ SCHEDULE...............................................................................................................2

E. CONTACT INFORMATION, QUESTIONS AND ANSWERS.............................................3

F. RESTRICTIONS ON COMMUNICATIONS........................................................................3

G. QUALIFICATION SUBMITTAL COSTS.............................................................................3

II. QUALIFICATION FORMAT & SUBMITTAL............................................................3

A. PROPRIETARY DATA IN QUALIFICATION SUBMITTALS..............................................3

B. QUALIFICATION FORMAT...............................................................................................3

C. PRICING............................................................................................................................ 4

D. QUALIFICATION SUBMISSION REQUIREMENTS..........................................................4

1. Table of Contents..............................................................................................42. Executive Summary or Cover Letter................................................................43. Experience & Qualifications.............................................................................44. Company / Firm Overview & Multiple Parties.................................................55. References.........................................................................................................66. Financial Strength.............................................................................................77. Surety Bonds, Insurance and Licenses..............................................................78. Citations............................................................................................................79. Conflict of Interest. .........................................................................................810. Subcontractors & Subsidiaries........................................................................811. Safety..............................................................................................................812. Business Questionnaire...................................................................................913. Exceptions to Contract & Existing Agreement.............................................1014. Other..............................................................................................................10

E. TAXES............................................................................................................................. 10

III. EVALUATION AND SELECTION CRITERIA.........................................................11

A. REVIEW OF QUALIFICATIONS......................................................................................11

B. EVALUATION CRITERIA.................................................................................................11

C. LOCAL CONDITIONS AND SUFFICIENCY OF DOCUMENTS......................................12

D. ACCEPTANCE AND REJECTION OF QUALIFICATION SUBMITTALS.........................13

E. OWNERSHIP OF DOCUMENTS.....................................................................................13

F. CONTRACT NEGOTIATIONS.........................................................................................13

G. BOARD OF TRUSTEES..................................................................................................13

IV. CHECKLIST OF QUALIFICATION SUBMISSION.................................................14

Request for Qualifications 2

I. PURPOSE

A. STATEMENT OF INTENTThe City of San Antonio, Texas, acting by and through City Public Service Board (“CPS Energy”) issues this Request for Qualifications (“RFQ”) for the purpose of soliciting Qualification Submittals (“Qualification Submittals”) from companies (“Respondents”) qualified and interested in providing “Services” as further described and defined herein.

B. ABOUT CPS ENERGYCPS Energy is the nation’s largest municipally owned energy utility providing both natural gas and electric service. Acquired by the City of San Antonio in 1942, CPS Energy serves more than 765,000 electric customers and 335,000 natural gas customers in and around San Antonio (1,515 square mile service area). CPS Energy is governed by a five-person Board of Trustees, consisting of the Mayor of the City of San Antonio and four citizens representing the four geographical quadrants of the City of San Antonio. Information about CPS Energy’s history, operations and management is available on www.cpsenergy.com.

C. DESCRIPTION OF PROJECT

CPS Energy is interested in securing Professional Engineering Services on an as-needed basis from two qualified candidates for consulting, engineering, and technical services related to substation and transmission engineering (“Services”). The terms of this contract will be for three (3) years, with a two (2) year renewable option. As outlined in Exhibit A, Scope of Services.

D. RFQ SCHEDULECPS Energy will make a concerted effort to maintain the schedule below, but reserves the right to revise the schedule based on CPS Energy’s business needs.

Milestone Date

RFQ Issuance March 13, 2018

Deadline for Respondent’s Questions By 5:00 p.m. (Central time) on March 22, 2018

CPS Energy Responses to Submitted Questions

March 27, 2018

Respondent Qualification Submittals Due

By 3:00 p.m. (Central time) on April 5, 2018

Qualifications Evaluated April 23, 2018

Issuance of Request for Proposals (if CPS Energy elects to issue an RFP)

N/A


http://www.cpsenergy.com/

Proposed Contract Commencement August 1, 2018

E. CONTACT INFORMATION, QUESTIONS AND ANSWERSDuring the solicitation period, the Procurement Analyst identified below shall be the sole contact for any inquiries from prospective Respondents. Any inquiries from Respondents shall be submitted in writing by electronic mail.

BonnieSue BrayProcurement Analyst, Supply [email protected]

F. RESTRICTIONS ON COMMUNICATIONSRespondents are prohibited from communicating with CPS Energy employees, representatives, staff, or Board Members regarding this RFQ during the period in which Qualification Submittals have been solicited or are being evaluated (other than the Procurement Analyst identified in Section I(E) in the designated manner). Restricted communication includes, but is not limited to, “thank you” letters, phone calls, emails, and any contact that results in the direct or indirect discussion of the RFQ. Violation of this provision by Respondents or their agents may lead to disqualification of Respondent’s Qualification Submittal.

G. QUALIFICATION SUBMITTAL COSTSCPS Energy assumes no liability or responsibility for the costs incurred by the Respondents for any materials, efforts or expenses required in the preparation of Qualification Submittals or in connection with presentations or demonstrations.

II. QUALIFICATION FORMAT & SUBMITTAL

A. PROPRIETARY DATA IN QUALIFICATION SUBMITTALSAll materials submitted to CPS Energy are subject to the Texas Public Information Act upon receipt. If a Respondent does not want proprietary information to be disclosed, each page containing proprietary information must be identified and marked Proprietary at the time of submittal. CPS Energy will, to the extent allowed by law, endeavor to protect such information from disclosure. The final decision as to what information must be disclosed, however, shall be determined by the Attorney General of Texas. Failure to properly identify proprietary information may result in all unmarked pages being deemed non-proprietary at CPS Energy’s discretion and therefore made available to the public upon request. CPS Energy endeavors to not publicly disclose the contents of any Qualification Submittals during negotiations.

B. QUALIFICATION FORMATRespondent must submit a text-searchable PDF (portable document format, non-zipped) of the Qualification Submittal together with supporting documentation and information requirements to


the email address specified in Section I(E) on or before the RFQ response deadline identified in Section I(D).

All electronic (soft) copies shall be provided in Adobe portable document format (pdf) that is text searchable, reproduced directly from the native document (i.e. Word, Excel, MicroStation, AutoCAD). Scanned images and documents will be considered irregular and may be rejected at the sole discretion of CPS Energy. The table of contents and the file naming convention shall mirror each other.

Any and all exceptions to any Qualification Submittal document, including to the scope of services, requirements, specifications, or the terms and conditions of the propose contract(s) must be clearly acknowledged and inserted in “tracked-changes” (red-lined) format using Microsoft Word.

Please do not submit any single email containing more than 40MB of data. If the Qualification Submittal and supporting documentation contains more than 40MB of data, please contact the Procurement Analyst identified herein. CPS Energy cannot accept zipped files.

C. PRICINGRespondents are instructed not to provide any pricing or rates with their Qualification Submittal. CPS Energy shall procure professional services in accordance with Chapter 2254 of the Texas Government Code.

D. QUALIFICATION SUBMISSION REQUIREMENTS Each Respondent1 shall submit with its Qualification Submittal the following information, organized in the following manner, for CPS Energy’s use in evaluating Respondent’s ability to satisfactorily perform the Services. Qualification Submittals not meeting the Minimum Qualifications are subject to rejection.

1. Table of Contents.

A table of contents of all sections, figures, exhibits, and tables of the Qualification Submittal, all of which must be bookmarked (or tabbed) on the PDF of the Qualification Submittal.

2. Executive Summary or Cover Letter.

a. A brief executive summary of the major facts or features of the Qualification Submittal, including any conclusions, assumptions, and recommendations the Respondent desires to make.

b. The name of the person(s) authorized to make representations on behalf of the Respondent (including for each person their title, address, fax number, e-mail address and telephone numbers).

1 If the Respondent is comprised of multiple parties (i.e., joint venture or consortium), the submitted Qualification Submittal must contain information regarding each individual party.


3. Experience & Qualifications.

a. A description of the Respondent’s operational history, which reflects that the Respondent has been actively performing similar Services as described in Exhibt A, Scope of Services for the past 5 years.

b. A brief description of consulting, engineering, or technical Services provided by Respondent for other companies within the State of Texas and elsewhere, including the name each company.

c. Information demonstrating the qualifications and resources the Respondent currently has available to provide the consulting, engineering, or technical Services, including a description of all resources that will be used.

d. Additional Experience & Qualifications:

Provide experience separately for each Team member.2

Substation Engineering

Submit as least three (3) representative similar projects (“Key Projects”) in the United States (scope, dollar amount, and size). Include reference names and phone numbers. Indicate if the representative Key Projects included one or any of the following:

- Projects completed with voltages of 4.16 kV to 345 kV. Include a narrative of the scope of work, reference names and phone numbers. State if any substation projects were completed for CPS Energy.

- Gas-insulated substation projects at the 138 kV voltage level and below. Include a narrative of the scope of work, reference names and phone numbers.

- Projects in the State of Texas that required any of the following environmental permits or plans to be prepared: Spill Prevention Control & Countermeasures Plan (SPCC), Storm Water Pollution Prevention Plan, Water Pollution Abatement Plan (WPAP), Edwards Aquifer Authority Contributing Zone Plan and Aquifer Protection Plan. Include a narrative of the scope of work related to the permits, reference names, and phone numbers.

Transmission Engineering

2 For purposes of this RFQ, the term “Team member” shall mean each entity identified in the RFQ Qualification Submittal as a member of the Team (or later approved for inclusion), whether such entity is proposed as an equity owner, subcontractor or subconsultant. A subcontractor or subconsultant may be on one or more proposing Teams.


Submit as least three (3) representative similar projects (“Key Projects”) in the United States (scope, dollar amount, and size). Include reference names and phone numbers. Indicate if the representative Key Projects included one or any of the following:

- Overhead transmission projects where project management was supplied for transmission projects of voltages of 138 kV to 345 kV.

- Overhead transmission projects completed with transmission voltages of 345 kV or below.

- Underground transmission projects completed with transmission voltages of 345 kV or below.

- Projects in the State of Texas that included any of the following environmental or regulatory permits prepared by your firm: Storm Water Pollution Prevention Plan, Water Pollution Abatement Plan, Contributing Zone Plan, Federal Aviation Administration Plan, TxDOT Permits, Railroad Permits, Flood Plain Development Permit Plan, and/or the City of San Antonio Tree Permit, Environmental, or any other City, State, or Federal Permit.

e. Key Team Members:

Provide information regarding all key personnel to perform the Engineering/Consulting Services for CPS Energy described in this RFQ (“Key Team Members”). It is a requirement of CPS Energy that the Key Team Members that are engineers assigned to CPS Energy substation and transmission projects will come from the resumes submitted in this RFQ. Changes to this pool of engineers must be approved in advance by CPS Energy.

Identify and submit resumes for all Key Team Members. Include their experience on projects similar to those listed under the Scope of Services (attached under Section I.C), whether or not they are Registered Engineers in the State of Texas, their field of experience (i.e. electrical, mechanical, civil, structural, environmental, etc.), and their primary work location.

Identify current commitments of each Key Team Member.

Proposed function (role) of each Key Team Member on the Project and the name of the primary contact and/or project manager for CPS Energy projects.


Other: Questions 1-16 below must be completed in their entirety. Use additional pages as needed to complete answers to any questions.

Minimum Qualification

1. Engineers with Substation and Transmission ExperienceRespondent must have engineers with field experience in transmission and substation design, and these engineers must be registered to practice engineering in the State of Texas.

From the Key Team Members identified under “Experience & Qualifications”, are there engineers with field experience related to substation and transmission design who are registered in the State of Texas?

Respond “Yes” or “No”: __________

2. Experience in Bentley Systems Inc., MicroStation V8CPS Energy uses Bentley Systems Inc., MicroStation V8. Respondent must have the ability to send and receive files in MicroStation V8.

Does Respondent use MicroStation V8 and have the ability to submit designs in that format?


3. Experience in PLS-CADDCPS Energy requires all electronic design data for transmission line designs be given in Power Line Systems – Computer Aided Design and Drafting (“PLS-CADD”) format (latest version). CPS Energy utilizes all associated PLS-CADD family of products, including PLS-Pole and PLS-Tower (including CAISSON, SAGSEC, and SAPS).

Does Respondent use PLS-CADD and have the ability to submit designs in that format?


4. Overall Substation and Transmission Engineering Experience

Respondent must have been providing consulting, engineering and/or technical services related to substation and transmission design for at least five (5) years. Respondent must provide the number of years of substation and transmission design experience.

Indicate number of years in business performing substation and/or transmission engineering (minimum 5 years):


Years of substation engineering experience: _______ Years of transmission engineering experience: _____

Substation Engineering Experience

5. Proximity to CPS Energy OfficeIdentify the number of Key Team Members that will perform the majority of the substation design work, their primary work location, and the distance in miles to CPS Energy’s downtown office from that primary work location.

Number of Key Team Members that will be performing the majority of substation design work: ______

Address of primary work location: ________________________________

Miles from CPS Energy’s downtown office: _____

6. Key Team Members substation experienceIn the table below list all Key Team Members with their respective titles who will perform substation engineering/consulting services for CPS Energy. Indicate which Key Team Members are professional engineers (PE) and if these PEs are registered in the State of Texas. Additionally, indicate the number of years of substation design experience.

Key TeamMember Name

Title Professional

Engineer (PE)("Yes" or "No")

Is PE registered in

the State of Texas?

("Yes" or "No")

Years of Substation

Design Experience

7. Experience in CPS Energy Substation EngineeringIn the table below list any previous substation engineering/consulting services Respondent has done for CPS Energy. Indicate project name, year project was completed, and a brief desctipton of the project.


SubstationProject Name

ProjectYear

ProjectDescription

8. Substation engineering design toolsProvide the information indicated below with respect to design software, programs, and/or tools that are utilized by the Respondent for substation design projects. Indicate name, version, and number of years using this software, program, and/or tool. Substation grounding:

Name of software/program/tool and version: Number of years used:

3D modeling for determining electrical clearances: Name of software/program/tool and version: Number of years used:

Bus design: Name of software/program/tool and version: Number of years used:

Drafting/CADD: Name of software/program/tool and version: Number of years used:

Yard illumination: Name of software/program/tool and version: Number of years used:

Structural and Foundation Design: Name of software/program/tool and version: Number of years used:

Hydraulics/Hydrology: Name of software/program/tool and version: Number of years used:

Site Work:



Lightning protection programs: Name of software/program/tool and version: Number of years used:

Other design programs:


9. Substation QA/QCCPS Energy is requiring that substation design QA/QC be undertaken by personnel not otherwise involved with the design of the project.

Describe how the QA/QC function is structured to ensure independent and professional QA/QC decisions and control.

Describe steps taken for proper QA/QC:_________ __________________________________________

10. Transferring of data and substation projectsDescribe how the transferring of data and substation project communications are delivered to CPS Energy (e.g., project websites, FTP sites, overnight mail, etc.). Describe how data and project communication is delivered to

CPS Energy: ________________________________________

Transmission Engineering Experience

11. Proximity to CPS Energy OfficeIdentify the number of Key Team Members who will perform the majority of the transmission design work, their primary work location, and the distance in miles to CPS Energy’s downtown office from that primary work location.

Number of Key Team Members that will be performing the majority of transmission design work: ________

Address of primary work location: __________________________________________

Miles from CPS Energy’s downtown office: ______

12. Key Team Members transmission experience

In the table below list all Key Team Members with their respective titles who will perform transmission engineering/consulting services for CPS Energy. Indicate which Key Team Members are


professional engineers (PE), and if these PEs are registered in the State of Texas. Additionally, indicate the number of years of transmission design experience.

Key TeamMember Name

Title Professional

Engineer (PE)("Yes" or "No")

Is PE registered in

the State of Texas?

("Yes" or "No")

Years of Transmission

Design Experience

13. Experience in CPS Energy Transmission EngineeringIn the table below list any previous transmission engineering/consulting services Respondent has done for CPS Energy. Indicate project name, year project was completed, and a brief desctipton of the project.

TransmissionProject Name

ProjectYear

ProjectDescription

14. Transmission engineering design toolsProvide below the indicated information with respect to design software, programs, and/or tools that are utilized by Respondent for transmission design projects. Indicate name, version, and number of year of utilizing this software, program, and/or tool.


List Transmission Line Design programs used. List PLS-CADD Miles of Steel Structure Line Design and PLS-CADD tubular steel and lattice structure analysis experience.


List of transmission line foundation programs or design methods used.


Program(s) utilized for computer aided design & drafting (CADD).


Programs for optimizing lightning performance. Name of software/program/tool and version: Number of years used:

Programs for optimizing structure grounding performance. Name of software/program/tool and version: Number of years used:

15. Transmission QA/QCCPS Energy is requiring that transmission design QA/QC be undertaken by personnel not otherwise involved with the design of the project.

Describe how the QA/QC function is structured to ensure independent and professional QA/QC decisions and control.

Describe steps taken for proper QA/QC:_________ __________________________________________

16. Transferring of data and transmission projectsDescribe how the transferring of data and transmission project communications are delivered to CPS Energy (project websites, FTP sites, overnight mail, etc.). Describe how data and project communication is delivered to

CPS Energy: _________________________

4. Company / Firm Overview & Multiple Parties.

a. The name and a brief description or history of the Respondent.


b. The location of the Respondent’s headquarters and branch locations that will have individuals assigned to CPS Energy.

c. If the Respondent has offices within the City of San Antonio or Bexar County, indicate the name, type (headquarters, branch, etc.), address, telephone number, number of employees, and the general nature of business undertaken at each office.

d. If the Respondent’s Qualification Submittal includes multiple firms/parties, provide the following information relating to each proposed participating member: (i) company name, (ii) business address, (iii) telephone number, (iv) year the company was established, (v) ownership of company, (vi) roles and responsibilities relating to the Project, and (vii) a description of participation in the Project. Identify whether the team will be structured as a corporation, limited-liability company, general partnership, joint venture, limited partnership, or other form of organization.

e. Additional Company / Firm Overview:

Provide an organizational chart illustrating Key Team Members assigned to CPS Energy

Information regarding Respondent’s current backlog (or committed projects).

5. References.

A minimum of three (3) references from different companies which the Respondent has provided services similar to the services identified in this RFQ, which shall include the company name, complete address, and contact person’s name and phone number for each reference submitted. A brief description of the services performed by the Respondent shall accompany each reference. In addition to the list provided, CPS Energy reserves the right to independently contact other companies with which the Respondent has engaged in a business transaction.

Additional References:

Responses to the items listed below for the last 5 years regarding similar services provided in the United States:

Evidence of Respondent achieving performance guarantees.

Evidence of Respondent meeting required schedule.

Cooperation with other parties.

Proper and timely coordination of all personnel in completing the project.

Consistent demonstration of commitment to excellence in workmanship.


Respondents currently providing services to CPS Energy should provide information from other clients.

6. Financial Strength.

A statement of Respondent’s financial strength, including whether it has been profitable for each of the prior three (3) fiscal years, and whether the current year-to-date is profitable. A copy of Respondent’s last three fiscal year’s financial statements (audited preferred), and the most recent quarter’s financial statements. Financial statements should include the balance sheet, income statement, cash flow statement, statement of shareholder equity, comprehensive income, and all related notes. CPS Energy reserves the right to include financial information obtained from Dun & Bradstreet and similar financial information providers in its analysis of Respondent’s financial strength.

7. Surety Bonds, Insurance and Licenses.

Provide a list of Texas licenses and certificates held by the Team members, and include a statement that all other licenses and certificates required for performance of the Services will be obtained prior to award.

8. Citations.

A list of any citations, notices of violation, legal proceedings, or project terminations that any Federal, State, local regulatory agency or department, corporation, or individual has issued to or against the Respondent, or any employee of the Respondent while that employee was working for the Respondent, during the past three (3) years (“Citations”). For each Citation, state the nature of the Citation and the date of its resolution, together with the contact person for the Respondent who could address any questions about the matter. If there are no Citations, Respondent shall provide such a statement.

9. Conflict of Interest.

Respondent shall complete and submit the Conflict of Interest Attestation attached as Exhibit B.

10. Subcontractors & Subsidiaries.

a. Subcontractors. Subcontractors that may perform any of the Services must be approved by CPS Energy prior to the execution of a contract. If Respondent intends to use subcontractors, complete the Subcontracting Documents available at www.cpsenergy.com (search Subcontracting Documents) or complete the imbedded form.


https://www.cpsenergy.com/en/work-with-us/procurement-and-suppliers/contract-services.html

http://www.cpsenergy.com/

Additionally, Respondent shall submit resumes including detailed experience of each proposed subcontractor. All Services furnished by a subcontractor in lieu of the Respondent shall be so stated in the Respondent’s Qualification Submittal.

b. Subsidiaries . Any subsidiary of Respondent that may perform any of the Services must be approved by CPS Energy prior to execution of a contract. For any subsidiary of Respondent who will provide Services or to whom the Respondent expects to delegate any of the Services, provide the name, address, and a list of management and key personnel, including resumes showing the experience of individuals actually performing the Services. All Services furnished by a subsidiary in lieu of the Respondent shall be so stated in the Respondent’s Qualification Submittal.

11. Safety.

a. Provide Respondent’s safety information for the most recent three (3) years as follows:

i. An annual statement of worker’s compensation Experience Modification Rating (EMR) (preferably on National Council on Compensation Insurance (NCCI) letterhead). Respondents with an EMR > 1.3 may be disqualified. Respondents with an EMR > 1.3 should explain in detail any extenuating circumstances.

ii. The OSHA Recordable Injury Rates (RIR) and the U.S. Bureau of Labor Statistics (BLS) SIC Code RIR average for the industry.

iii. The OSHA citation history. Respondents with “willful” OSHA citations may be disqualified. All “willful” OSHA citations must be explained in detail.

iv. The OSHA 300 & 300 (A) injury / illness logs.

b. Additionally, provide the following:

i. An electronic copy of Respondent’s safety manual. Respondents with safety manuals that have not been updated to meet current OSHA standards within the last twelve (12) months may be disqualified.

ii. A statement of Respondent’s ability to provide an individual that:

1. has completed the OSHA thirty (30) hour outreach training course;

2. will be committed and available to support the Services to be performed under the Qualification Submittal; and

3. will be responsive in a timely manner to CPS Energy’s request for participation in safety events, analysis and/or sessions.


12. Business Questionnaire.

The Respondent shall submit a completed Business Questionnaire with the Qualification Submittal if (i) Respondent does not have an up-to-date Business Questionnaire on record with CPS Energy, or (ii) Respondent is not listed within the CPS Energy’s supplier database. Business Questionnaires shall only be considered valid for one (1) year from classification date and must be updated with a new Business Questionnaire beyond such one (1) year period.

If Respondent has performed services for CPS Energy in the one (1) year preceding the Qualification Submittal due date and completed a Business Questionnaire at that time, Respondent shall access the Supplier Classification Report to determine whether Respondent’s business classification is current or needs to be updated.

If Respondent is not currently registered to do business with CPS Energy, Respondent shall access the Supplier Registration System to register to do business with CPS Energy.

The Business Questionnaire assists CPS Energy, who is a federal contractor for reporting its contracting activity to the federal government, in identifying a Respondent’s business, if applicable, as Local, Small, and/or Diverse in accordance with the definitions/descriptions below:

Local - Any business located in the San Antonio eight-county metropolitan area as defined by the Office of Management and Budget (OMB). The metropolitan area is colloquially referred to as "Greater San Antonio" and is situated in South-Central Texas. The counties included are Atascosa, Bandera, Bexar, Comal, Guadalupe, Kendall, Medina, and Wilson Counties.

Small - A business that does not exceed the Small Business Administration's size standards, which vary by work category. Information about each category and size standard can be located by going to http://www.sba.gov/size/indextableofsize.html

Diverse - Any business which meets one of the following classifications: Women, Minority, Veteran, Historically Underutilized Business (HUB) Zone, or Service-disabled Veteran.


http://www.sba.gov/size/indextableofsize.html

https://secure.cpsenergy.com/SDR/

https://www.cpsenergy.com/en/work-with-us/procurement-and-suppliers/economic-development.html




13. Exceptions to Contract & Existing Agreement.

a. Existing Agreement/Terms and Conditions. Upon award and request from the Procurement Analyst, if Respondent has a non-expired Agreement or Terms and Conditions with CPS Energy with an effective date of February 1, 2016 or later, Respondent shall either: (1) provide a copy of the relevant Agreement or Terms and Conditions, or (2) reference the CPS Energy Purchase Order related to the relevant Agreement or Terms and Conditions. CPS Energy reserves the right to negotiate a new Agreement or Terms and Conditions other than that provided by or referenced by Respondent.

b. Exceptions. Upon award and request from the Procurement Analyst, any and all exceptions to the scope of services, requirements, specifications, or the terms and conditions of the propose contract(s) must be clearly acknowledged and inserted in “tracked-changes” (red-lined) format using Microsoft Word. If there are no exceptions, the words, “NO EXCEPTIONS,” must be stated on the proposed contract.

Any selection of a Qualification Submittal or an award to a Respondent is contingent on the execution of a contract with CPS Energy. In the event the parties, after good faith negotiations, cannot agree on terms, CPS Energy reserves the right to withdraw the award or RFQ.

14. Other.

Any other information or documentation Respondent would like for CPS Energy to review and take into consideration when evaluating the Qualification Submittal.

E. TAXESCPS Energy, a municipally owned electric and gas utility, is a TAX-EXEMPT ORGANIZATION. CPS Energy is exempt from certain sales and use taxes with respect to the purchase price of materials, supplies, equipment and consumables purchased under a separate contract. CPS Energy will provide a Sales Tax-Exemption Certificate upon request.

III. EVALUATION AND SELECTION CRITERIA

A. REVIEW OF QUALIFICATIONS1. CPS Energy will evaluate all Qualification Submittals based upon the evaluation

criteria set forth in this RFQ. CPS Energy may or may not issue a RFP after analysis and evaluation of the Qualification Submittals. CPS Energy reserves the right to reject any and all Qualification Submittals, to waive minor formalities


and irregularities, and to evaluate the Qualification Submittals to determine which, in CPS Energy’s sole judgment, represents the best value for the Services requested.

2. CPS Energy may conduct investigations, as deemed necessary, to assist in the evaluation of any Qualification Submittal and to establish the responsibility, qualifications, and financial ability of the Respondent, proposed subcontractors, and other persons and organizations who may perform the Services. The Respondent shall furnish, upon request and in a timely manner, all such data and information requested for this purpose.

3. This RFQ, nor evaluation of the Qualification Submittals, does not commit CPS Energy to enter into a contract or proceed with the procurement of Services.

4. Respondents are advised that price will not be a factor in establishing the short-list of finalists from the response to the RFQ. The specific criteria that will be utilized in evaluating the RFP Proposals shall be described in the RFP (if CPS Energy elects to issue an RFP).

5. If CPS Energy elects to issue an RFP, CPS Energy intends to evaluate the submitted Qualification Submittals and select no more than five (5) Respondents deemed most qualified to submit a response to a RFP. CPS Energy will then solicit RFP Proposals from the short-listed Respondents. Once a Respondent has been short-listed, no changes in the Team members will be allowed.

6. Unless otherwise agreed in writing, CPS Energy reserves the right to engage the Services of multiple Respondents and to utilize other providers for the Services described herein.

7. Only after the selected Respondent(s) ha(s/ve) been awarded a contract by CPS Energy and prior to assignment of an individual to perform the Services at the CPS Energy facility, the successful Respondent(s) shall be required to provide the designated field representative the Contractor Employee Data Form, contained in Exhibit N, titled "NERC Contractor and Vendor Requirements" as Attachment B, titled "Contractor Employee Data Form" for each employee prior to the Engineer initiating the Services. Unless an exception is authorized by the CPS Energy Chief Compliance Officer, CPS Energy shall conduct the required background check. Any Respondent’s employee whose background check results indicate a failure to meet the minimum requirements established within Exhibit N, titled "NERC Contractor and Vendor Requirements" shall not be assigned to perform Services for CPS Energy.

B. EVALUATION CRITERIACPS Energy intends to review the Qualification Submittals for responsiveness to the requirements of this RFQ, and to evaluate all responsive Qualification Submittals according to the following criteria indicated, and further explained where applicable, below (not listed in order of importance).


1. Experience. Experience performing services similar to those described in the Exhibit A, Scope of Services. Specific Experience criteria may include the following: Substation and Transmission Engineering Experience.

2. Overall Compatibility. The responsibility, qualifications, and financial ability of the Respondent, proposed subcontractors, and other persons and organizations who may perform the Services.

3. Resources. The qualifications and availability of resources. Resources committed to the project.

4. Key Team Members.

a. Key Member Qualifications . Respondent members and Key Team Member qualifications as outlined in Minimum Qualification.

b. Years of Experience Key Team Members . Consideration will be based on the number of years of experience which Respondent and each individual Key Team Member has. Greater consideration will be given to those with more years of experience.

c. Seasoned Team . Greater consideration shall be given for a Team that has worked together as a team on other similar Projects in the United States.

5. Insurance Requirements. Respondent’s compliance with minimum insurance coverage requirements, including general liability and professional liability for the Services (if required).

6. Licenses and Certifications. Respondent’s ability to acquire licenses and certificates required to carry out the functions of its respective professions in the State of Texas.

7. Past Performance. Past performance (schedule, guarantees, cooperation, consistent demonstration of commitment to excellence in workmanship) on similar projects.

C. LOCAL CONDITIONS AND SUFFICIENCY OF DOCUMENTSBy submitting a Qualification Submittal, Respondent understands and agrees that, by the Qualification Submittal due date, all local conditions and factors affecting Respondents Qualification Submittal will have been properly investigated and accounted for in the Qualification Submittal. No adjustments to Respondent’s Qualification Submittal shall be permitted after the Qualification Submittal due date based on the lack of prior information or its effect on the cost (fees, expenses or otherwise) relating to the Services.

CPS Energy makes no warranty, expressed or implied, with respect to the accuracy or sufficiency of the proposed Project description and relating documents or any interpretation of any facts disclosed by any preliminary investigations that may have been made by CPS Energy.


D. ACCEPTANCE AND REJECTION OF QUALIFICATION SUBMITTALSCPS Energy may or may not issue a RFP after analysis and evaluation of the Qualification Submittals. CPS Energy reserves the right to reject any and all Qualification Submittals, to waive minor formalities and irregularities, and to evaluate the Qualification Submittals to determine which, in CPS Energy’s sole judgment, represents the best value for the Services requested.

E. OWNERSHIP OF DOCUMENTSTitle to all RFQ relating documents remains with CPS Energy. All prospective Respondents agree that the RFQ and relating Qualification Submittals will not be used in any manner other than for the preparation of Qualification Submittals.

F. CONTRACT NEGOTIATIONSSubsequent to CPS Energy granting an award, it is contemplated that there will be a period of negotiations to finalize the contract(s) between the parties. Any selection of a Qualification Submittal or an award to a Respondent is contingent on the execution of a contract with CPS Energy. In the event the parties, after good faith negotiations, cannot agree on terms, CPS Energy reserves the right to withdraw the award or RFQ.

G. BOARD OF TRUSTEESWhile preliminary selection, due diligence and even detailed negotiations and other processes could transpire to ensure critical progress is made, any action taken to award a contract by CPS Energy will be subject to approval by the CPS Energy Board of Trustees and will not be final until such approval process has been completed. No payment can be made for action taken or Services started prior to the execution of a contract by both parties.


IV. CHECKLIST OF QUALIFICATION SUBMISSION

Respondent may use the following checklist to ensure its Qualification Submittal is complete, however, the checklist is provided for convenience only and Respondent shall not rely on it for completeness of its Qualification Submittal. Respondent is responsible for reviewing the entire RFQ and ensuring Respondent’s Qualification Submittal meets all requirements set forth therein.

Text-searchable PDF Table of Contents Executive Summary or Cover Letter Experience and Qualifications Company/Firm Overview References Financial Strength Surety, Bonds, Insurance and Licenses Citations Conflict of Interest Subcontractors & Subsidiaries Safety (if applicable) Business Questionnaire Other Information or Documentation Respondent Wishes to Include


EXHIBIT ASCOPE OF SERVICES

1. Services . Company shall provide the following Services (the “Services”):

a. 13kV, 35kV, 138kV, and 345kV substation design services, and 138kV and 345kV transmission line design services including, but not limited to the following:

i. Obtain project permits structure analysis and specification

ii. Routing studies

iii. PLS-CADD (Power Line Systems - Computer Aided Design and Drafting) design of new build, re-build, and relocations

iv. Substation design using Bentley MicroStation

v. Rigid bus design

vi. Lightning protection design

vii. Grounding studies using CDEGS (Current Distribution, Electromagnetic Fields, Grounding and Soil Structure Analysis) grounding software package by Safe Engineering Services & technologies ltd. (SES)

viii. Conductor specification & analysis

ix. Transmission Line optimization design/analysis

x. Construction specifications & support

xi. Material specifications

xii. Develop substation site plans and section views

xiii. Develop transmission line plan and profiles

xiv. Perform feasibility studies

xv. Provide budgeting & construction estimates

xvi. Provide project management services

b. Civil Engineering Services, including, but not limited to the following:

i. Foundation design (including concrete pier and slab foundations)

ii. Retaining wall design (including cast-in-place and segmented retaining walls)

iii. Hydraulic and hydrologic analyses

iv. Obtain project permits

v. Develop SWPPP (Storm Water Pollution Prevention Plans)

vi. General civil engineering and construction phase services


2. Deliverables . Company shall provide Deliverables in a format specific to the software being used, including but not limited to the following:

a. Data Compilations

b. Studies

c. Drawings

d. Reports

3. Proposal and Statements of Work . Company shall perform Services and deliver Deliverables on an as-requested basis, and as mutually agreed in writing between CPS Energy and Company. Company shall submit a Proposal to CPS Energy in response to each Task Order issued by CPS Energy. Upon mutual agreement the parties shall execute a Statement of Work covering the Services to be performed by Company and Deliverables Company shall deliver to CPS Energy.

4. Fees . Unless otherwise agreed in a SOW, the fees for the Services and the Deliverables are as follows: Hourly rates as set forth on Exhibit “B”


Exhibit B

Conflict of Interest Attestation

In order to fulfill reporting requirements to the CPS Energy Board of Trustees, Company must check one box for each of the following questions:

1. Is a current or former member of the CPS Energy Board of Trustees employed by, or otherwise on the payroll, of Company?

Yes □ No □

2. Is a current or former member of the CPS Energy Citizens Advisory Committee employed by, or otherwise on the payroll, of Company?

Yes □ No □

3. Is a former CPS Energy employee who was at the executive level or higher immediately prior to their departure from CPS Energy employed by, or otherwise on the payroll, of Company?

Yes □ No □

In accordance with CPS Energy procurement policies and procedures, CPS Energy shall enter into agreements based on “best value,” which is the consideration of pricing together with several other factors, including, but not limited to, financial stability and economic development.No Current or Prior Conflict of Interest. Company represents that it has/had no current or prior material business, professional, personal, or other interest, including, but not limited to, the representation of other clients, that would be inconsistent or incompatible with Company’s obligations to CPS Energy under any resulting agreement. Notice of Conflict. If any actual or potential conflict of interest arises under this Agreement, Company shall immediately inform CPS Energy in writing of such conflict.Termination for Material Conflict. Notwithstanding the representations made above, if CPS Energy becomes aware of any conflict of interest, through Company's disclosure or otherwise, CPS Energy may terminate any resulting agreement without further liability to Company.Verification / Declaration. I declare under penalty of perjury under the laws of the State of Texas that the foregoing declaration is true, correct and accurate and that I am the Respondent’s Official Representative.

Executed _________________, 20__.By:

Print Name:

Title:

Company:
