STATEMENT OF QUALIFICATIONS PACKAGE
FOR SANITARY SEWAGE & STORM
DRAINAGE MASTER PLANS
3/6/2013
STATEMENT OF QUALIFICATIONS PACKAGE
FOR SANITARY SEWAGE & STORM DRAINAGE MASTER PLANS
TABLE OF CONTENTS
INTRODUCTION ............................................................................................................................................. 2
SUBMITTAL INSTRUCTIONS........................................................................................................................... 3
SOQ ORDER AND PAGE LIMITS ..................................................................................................................... 4
FORM A – GENERAL FIRM INFORMATION .................................................................................................... 5
FORM B – TENTATIVE PROJECT TEAM .......................................................................................................... 6
FORM C – RESUMES OF KEY PERSONNEL ..................................................................................................... 7
FORM D – EXAMPLE PROJECTS THAT BEST ILLUSTRATE PROPOSED FIRM’S QUALIFICATIONS ................... 8
FORM E – KEY PERSONNEL PARTICIPATION IN EXAMPLE PROJECTS ............................................................ 9
FORM F – APPLICABLE SPECIALIZED EQUIPMENT AND RESOURCES .......................................................... 10
FORM G – HOURLY RATE SHEET ................................................................................................................. 11
FORM H – ADDITIONAL INFORMATION ..................................................................................................... 12
PURCHASING GUIDELINES POLICY - SELECTION OF CONSULTANTS [PROFESSIONAL SERVICES] ............... 13
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STATEMENT OF QUALIFICATIONS PACKAGE
FOR SANITARY SEWAGE & STORM DRAINAGE MASTER PLANS
INTRODUCTION
The City of Parksville has already received Statement of Qualifications (SOQs), from qualified
consultants to provide civil engineering, water resources and various other services for the
term, September 1, 2011 through December 31, 2013, however, the SOQ Package stated that
“The City reserves the right to request SOQ’s for project specific technical proposals”. At this
time, we are only requesting project specific SOQ’s from all firms that submitted civil
engineering and water resources SOQ’s.
SOQs submitted in accordance with this request will be evaluated by committee to short-list
and select the best qualified consultant to provide services to the City, no award may be made,
depending on the quality of the submissions. Upon selection of the best qualified firm, the
parties will meet to develop a professional services agreement, including terms of reference,
schedule, and fees to mutual satisfaction. A Purchase Order and Notice to Proceed will be
issued prior to commencement of services.
This package contains all instructions and forms necessary for any interested firm to respond to
the City of Parksville’s Request for Statement of Qualifications for Sanitary Sewage and Storm
Drainage Master Plans. Firms are advised to carefully review all contents of this package. Only
submittals properly completed as instructed in this package will be accepted for evaluation.
Only one SOQ is required for both plans. Submittals will be accepted at the Department of
Engineering & Operations from 8:00 am to 4:00 pm, Monday through Friday, until 3:30pm on
June 28, 2013. Electronic copies of the forms may be obtained from the City’s website at:
http://www.parksville.ca/cms.asp?wpID=470, or may also be picked up in person at the
Department of Engineering and Operations located at 1116 Herring Gull Way, Parksville, BC,
V9P 1R2.
Submittals should be delivered or mailed as follows:
Attention:
By Mail:
By Courier:
City of Parksville
Vaughn Figueira, Director of Engineering
P.O. Box 1390, Parksville, BC V9P 2H3
1116 Herring Gull Way, Parksville, BC V9P 1R2
Any questions regarding this solicitation shall be directed to Roxey Edwards, Administrative
Assistant III, by telephone (250) 951-2484, by fax (250)248-6140 or via e-mail at
redwards@parksville.ca.
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STATEMENT OF QUALIFICATIONS PACKAGE
FOR SANITARY SEWAGE & STORM DRAINAGE MASTER PLANS
SUBMITTAL INSTRUCTIONS
1. Each firm must submit a single submittal for both Sanitary Sewage and Storm Drainage
Master Plans.
2. Each firm must provide three (3) copies of their SOQ.
3. Every copy must be individually bound.
4. Submittals must follow the organization, order, and numbering presented in the Section
entitled SOQ Order and Page Limits found on page 4.
5. All submittals must be typed on the forms provided in this package, or obtained via our
website, except where otherwise instructed in the SOQ Order and Page Limits. Identical
forms created with computer word processing programs are acceptable; however, use the
same layout and format as the original. Slight adjustments to the forms, such as margins
and paragraph spacing, are acceptable. These adjustments must not change the wording or
numbering of questions, the order of requested information, or increase or decrease the
amount of information requested for each page of a form.
6. Typing on forms should be in 10 or 12-point type, using fonts such as Times Roman, Arial or
Courier. Tabs or separator sheets, if used, may use larger font sizes.
7. One copy of each form is included in this package.
8. The SOQ submitted at this time supplements the SOQ we have previously obtained from
the firm. There is no need to re-submit forms previously submitted, unless desired, for
example, if there are new employees at the company. The City would expect, however, that
the SOQ submitted at this time places emphasis on Master Planning.
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STATEMENT OF QUALIFICATIONS PACKAGE
FOR SANITARY SEWAGE & STORM DRAINAGE MASTER PLANS
SOQ ORDER AND PAGE LIMITS
Each Service Area submittal must conform (order, page limits, and contents) as follows:
Cover
Must identify the Service Area and the name of firm
Letter
Provide a one (1) page cover letter identifying the Service Area and name of firm.
The letter must also include the following:
a. Whether or not the firm has an office in the City of Parksville;
b. Whether or not a majority of the work will be performed locally
(on Vancouver Island or in the Lower Mainland of BC).
c. The name of a local or regional office representative who is able to
legally execute agreements and amendments with the City of
Parksville; and
d. A non–electronic signature executed in blue in by a firm officer.
Qualifications
FORM A –
General Firm Information: Limit one (1) page
FORM B –
Tentative Project Team: Limit one (1) page
Also provide a preliminary Organizational Chart to illustrate Tentative
Project Team with Subconsultants based on potential improvements
most suitable for your firm: Limit one (1) page
FORM C -
Resumes of Key Personnel: Limit one (1) page per each person, up to a
maximum of 10 people. Up to four (4) of the 10 people may be
subconsultants
FORM D -
Example Projects that best illustrate Proposed Team’s Qualifications:
Limit one (1) page for each project, up to a maximum of four (4) projects
FORM E -
Key Personnel Participation in Example Projects: Limit one (1) page
FORM F -
Applicable Specialized Equipment and Resources: Limit one (1) page
FORM G -
Hourly Rate Sheet: Limit one (1) page
FORM H -
Additional Information: Limit one (1) page
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STATEMENT OF QUALIFICATIONS PACKAGE
FOR SANITARY SEWAGE & STORM DRAINAGE MASTER PLANS
FORM A – GENERAL FIRM INFORMATION
1.
Firm’s Name:
2.
Firm’s Local Address:
3. Is your local office the Head Office?  Yes  No
Branch Office?  Yes  No
Only Office?  Yes  No
4. Year your firm was established:
5. Year your local office was established:
6. Primary contacts (Principals) in the local office:
Name
Title
Telephone
Number
E-Mail Address
7. List locations of no more than three (3) other offices where work may be performed (if
applicable):
Address
Telephone Number
# of Personnel
8. Total employees presently employed:
a) In your local office
b) In your firm
9. Errors and Omissions Insurance
a) Amount your firm presently carries: $
b) Carrier’s name and address:
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STATEMENT OF QUALIFICATIONS PACKAGE
FOR SANITARY SEWAGE & STORM DRAINAGE MASTER PLANS
FORM B – TENTATIVE PROJECT TEAM
SERVICE AREA (Select from Service Area list in SOQ document):
A. Consultant’s Key Personnel
Please identify your tentative, key Project Team members, their titles, and their primary
duties:
Name
Role
Primary Duties
B. Subconsultant and Support Services
Please identify any key subconsultants or vendors, contact persons, and services they
would provide in order to support your Project Team.
Firm Name & Location
Contact Person
Support Services
C. Organizational Chart
Please insert a preliminary Organizational Chart of your tentative project team on the
next page.
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STATEMENT OF QUALIFICATIONS PACKAGE
FOR SANITARY SEWAGE & STORM DRAINAGE MASTER PLANS
FORM C – RESUMES OF KEY PERSONNEL
1.
2.
3.
4.
5.
Name:
Role in this Service Area:
Years of experience – Total:
With current firm:
Education (Degree and Specialization)
Current Professional Registration (Province & Discipline)
6.
Other Professional Qualifications (Publications, Organizations, Training, Awards, etc.)
7. Relevant Project – Title & Location (City & Province):
-
Year Completed – Professional Services:
-
Year Completed – Construction (if applicable):
-
Brief Description (Scope, size, cost, etc.) and Specific Role:
- Performed Relevant Project with Current Firm:
Yes 
No 
8. Relevant Project – Title & Location (City & Province):
-
Year Completed – Professional Services:
-
Year Completed – Construction (if applicable):
-
Brief Description (Scope, size, cost, etc.) and Specific Role:
- Performed Relevant Project with Current Firm:
Yes 
No 
9. Relevant Project – Title & Location (City & Province):
-
Year Completed – Professional Services:
-
Year Completed – Construction (if applicable):
-
Brief Description (Scope, size, cost, etc.) and Specific Role:
- Performed Relevant Project with Current Firm:
Yes 
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No 
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STATEMENT OF QUALIFICATIONS PACKAGE
FOR SANITARY SEWAGE & STORM DRAINAGE MASTER PLANS
FORM D – EXAMPLE PROJECTS THAT BEST ILLUSTRATE
PROPOSED FIRM’S QUALIFICATIONS
Project Key Number (1 to 4):
1
2 
3
4 
1. Title of Example Project: ______________________________________________________________
2. Project Location (City and Province):
3. Year Completed – Professional Services:
4. Year Completed – Construction (if applicable):
5. Project Owner’s Information:
- Project Owner:
- Point of Contact Name:
- Point of Contact Telephone Number:
____
______
- Point of Contact E-Mail Address:
6. Brief Description of Project and Relevance to this Service Area (include scope, size, cost, etc.):
___________________
7. Subconsultants from FORM B Involved with this Project, if any:
Firm Name
Firm Location
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Support Service
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STATEMENT OF QUALIFICATIONS PACKAGE
FOR SANITARY SEWAGE & STORM DRAINAGE MASTER PLANS
FORM E – KEY PERSONNEL PARTICIPATION IN EXAMPLE PROJECTS
No.
Key Personnel From FORM C
Example Projects Listed in
FORM D (Fill in “Example Projects Key”
Role
section below before completing table.
Place “X” under project key number below
for participation in same/similar role).
1
2
3
4
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Example Projects Key from FORM D
No.
Title of Example Project
No.
1.
3.
2.
4.
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Title of Example Project
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STATEMENT OF QUALIFICATIONS PACKAGE
FOR SANITARY SEWAGE & STORM DRAINAGE MASTER PLANS
FORM F – APPLICABLE SPECIALIZED EQUIPMENT AND RESOURCES
List specialized equipment, vehicles, software, or other resources your firm
advantageous or necessary to perform this service and which your firm is willing
Equipment may include, but is not limited to: heavy equipment, special purpose or
vehicles, equipment, specialized computer software, reference manuals/codes,
equipment, or other relevant resources.
1.
Applicable Specialized Equipment and Vehicles
2.
Applicable Specialized Software Programs
3.
Applicable Reference Manuals, Codes and Data
4.
Other Applicable Resources
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possesses that is
to commit locally.
specially-equipped
laboratory testing
10
STATEMENT OF QUALIFICATIONS PACKAGE
FOR SANITARY SEWAGE & STORM DRAINAGE MASTER PLANS
FORM G – HOURLY RATE SHEET
No.
Key Personnel from FORM C
Fully Burdened Hourly Rates
Role
2011
2012
2013
1.
$
$
$
2.
$
$
$
3.
$
$
$
4.
$
$
$
5.
$
$
$
6.
$
$
$
7.
$
$
$
8.
$
$
$
9.
$
$
$
10.
$
$
$
No.
Other Staff
(or Classifications)
Fully Burdened Hourly Rates
Role
2011
2012
2013
11.
$
$
$
12.
$
$
$
13.
$
$
$
14.
$
$
$
Does your firm’s fully burdened hourly rates include:
Software
 Yes
 No
Vehicles
 Yes
 No
Phone / Cell
 Yes
 No
Printing
 Yes
 No
Mileage
 Yes
 No
Postage/Courier
 Yes
 No
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STATEMENT OF QUALIFICATIONS PACKAGE
FOR SANITARY SEWAGE & STORM DRAINAGE MASTER PLANS
FORM H – ADDITIONAL INFORMATION
Provide any additional information that would further clarify your interest, expertise, and
capabilities relevant to this Service Area.
Signature of Authorized Representative:
Printed Name:
Title of Signer:
Date Signed:
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PURCHASING GUIDELINES POLICY - SELECTION OF CONSULTANTS [PROFESSIONAL SERVICES]
Value of
Consulting
Services
Recommended Consultant Selection Procedure
Key QualificationsBased Selection Criteria
Form of Contract
Approval
Authority
A.
Under
$20,000
and
On-Call Services
1.
2.
3.
4.
Request Statements of Qualifications
Committee of 2+ Select Best Qualified Firm
Mutually Develop Terms of Reference
City Issues Purchase Order
1. Qualifications of Key
Staff
2. Similar Experience
3. Past Performance
4. Local Preference
1. Purchase Order
2. Terms of Reference
3. Hourly Rates
Department
Director
B.
$20,000 to
$50,000
1.
2.
3.
4.
5.
Request Statements of Qualifications
Committee of 2+ Select Best Qualified Firm
Optional – Interview Most Qualified Firms
Mutually Develop Terms of Reference and Schedule
City Issues Purchase Orders
1. Qualifications of Key
Staff
2. Similar Experience
3. Past Performance
4. Local Preference
1.
2.
3.
4.
Department
Director
C.
$50,000 to
$100,000
1.
2.
3.
4.
Request Statements of Qualifications
Committee of 3+ Select Best Qualified Firm
Optional – Interview Most Qualified Firms
Mutually Develop Terms of Reference, Fees, and
Schedule
5. City and Firm Execute Professional Services Agreement
6. City Issues Purchase Order
1. Qualifications of Key
Staff
2. Similar Experience
3. Past Performance
4. Responsiveness
5. Subconsultants
6. Reference Checks
7. Local Preference
1. Purchase Order
2. Professional Services
Agreement (including
Terms of Reference,
Fees, and Schedule)
Chief
Administrative
Officer
D.
Over $100,000
1. Short-List Firms via Statement of Qualifications
2. Issue Request for Proposals and/or Interview Most
Qualified Firms
3. Committee of 3+ Select Best Qualified Firm
4. Mutually Develop Terms of Reference, Fees, and
Schedule
5. City and Firm Execute Professional Services Agreement
6. City Issues Purchase Order
1. Qualifications of Key
Staff
2. Similar Experience
3. Past Performance
4. Responsiveness
5. Subconsultants
6. Approach to Project
7. Reference Checks
8. Local Preference
1. Purchase Order
2. Professional Services
Agreement (including
Terms of Reference,
Fees, and Schedule)
City Council
Purchase Order
Terms of Reference
Hourly Rates
Schedule
Notes:
1. Actual consultant selection procedure may be modified with prior approval of the department director as appropriate for the intended services or project.
2. The City may rely on any other selection criteria to evaluate qualifications and proposals.
3. Fees for services shall be negotiated in good faith. Should the fee proposed by the best qualified firm be unacceptable, the City may then negotiate with the
next best firm.
4. The City may accept or reject any or all Statements of Qualifications and Proposals.
5. The City is entitled to accept qualifications and proposals which it considers, in its sole and absolute discretion, most favourable,
6. Qualifications and proposals may be rejected if the consultant, or any person associated with the consultant is, or has been, involved in litigation with the City.