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REQUEST FOR QUALIFICATIONS (RFQ)
SCADA MASTER PLAN
CITY OF BOZEMAN
Bozeman, MT
City of Bozeman
PO Box 1230
Bozeman, MT 59771-1230
June 2021
Page 2 of 11
NOTICE IS HEREBY given that the City of Bozeman (City) is seeking qualifications from firms to develop a
Master Plan to include specific design deliverables for the city’s Water and Wastewater Instrumentation
and Control (SCADA) systems.
Copies of the Request for Qualifications are available on the City’s website at
https://weblink.bozeman.net/WebLink/DocView.aspx?id=237815&dbid=0&repo=BOZEMAN.
All proposals must be in the format specified and submitted electronically to the City Clerk by July 15,
2021 at 3:00 p.m. MDT. It is the sole responsibility of the proposing party to ensure that proposals are
received prior to the closing time as late submittals will not be accepted and will be returned unopened.
The email address for submission is:
agenda@bozeman.net.
NON-DISCRIMINATION AND EQUAL PAY
The City of Bozeman is an Equal Opportunity Employer.
Discrimination in the performance of any agreement awarded under this RFQ on the basis of race, color,
religion, creed, sex, age, marital status, national origin, or actual or perceived sexual orientation, gender
identity or disability is prohibited. This prohibition shall apply to the hiring and treatment of the awarded
entity’s employees and to all subcontracts.
As such, each entity submitting under this notice shall include a provision wherein the submitting entity,
or entities, affirms in writing it will not discriminate on the basis of race, color, religion, creed, sex, age,
marital status, national origin, or because of actual or perceived sexual orientation, gender identity or
disability and which also recognizes the eventual contract will contain a provision prohibiting
discrimination as described above and that this prohibition on discrimination shall apply to the hiring and
treatment of the submitting entity’s employees and to all subcontracts.
In addition, pursuant to City Commission Resolution 5169, the entity awarded a contract under this RFQ
and any subcontractors must abide by the Equal Pay Act of 1963 and Section 39-3-104, MCA (the
Montana Equal Pay Act), and affirm it will abide by the above and that it has visited the State of
Montana Equal Pay for Equal Work “best practices” website,
https://equalpay.mt.gov/BestPractices/Employers, or equivalent “best practices publication and has
read the material.
Failure to comply with the above may be cause for the City to deem the submittal non-responsive.
Any administrative questions regarding proposal procedures should be directed to: Mike Maas, City Clerk
(406) 582-2321, agenda@bozeman.net.
Questions relating to the RFQ should be directed to: Zeb Breuckman, SCADA Manager, (406) 599-1218
zbreuckman@bozeman.net.
DATED at Bozeman, Montana, this June 23, 2021.
Mike Maas
City Clerk
City of Bozeman
For publication on:
Sunday, June 27, 2021
Sunday, July 4, 2021
I. INTRODUCTION
The City of Bozeman, is requesting qualifications from firms to to develop a comprehensive Supervisory
Control and Data Acquistion (SCADA) master plan for the city’s water treatment plants, wastewater treatment plant,
water distribution system, and wastewater collection system.
The Owner intends to enter into a contract with the selected firm that will include providing professional
engineering and other technical services to support the optimization and future expansion of the city’s
SCADA system. The City desires to enter into a Master Task Order Professional Services Agreement with
the selected firm at a contract term not to exceed 2 years. Scope, fee, and payment terms for specific
projects or items of work performed under the master agreement will be individually negotiated through
the issuance of task orders.
The SCADA system master plan will provide the city with a resource to aid strategic decisionmaking over
both short and long term horizons. The selectred firm will evaluate the current SCADA system’s network
architecture, cyber security posture, telemetry equipment, control equipment, control software and
control programming standards to identify opportunities for improvement. Based on the findings, task
orders may be issued for the selected firm to develop standards, plans, templates and/or reconfigure the
current SCADA system as recommended.
The SCADA system master plan will also address long term planning for capital improvements, selecting
standard control equipment for future projects, developing standards for control system programming,
asset naming conventions and evaluating the advantages and costs of transitioning to a new SCADA
software provider.
This RFQ shall not commit the Owner to enter into an agreement, to pay any expenses incurred in
preparation of any response to this request, or to procure or contract for any supplies, goods or services.
The Owner reserves the right to accept or reject all responses received as a result of this RFQ if it is in the
Owner’s best interest to do so.
II. SCOPE OF PROJECT - PROJECT BACKGROUND AND DESCRIPTION
Introduction
This project provides professional engineering and other technical services to support the optimization
and future expansion of the city’s SCADA system.
III. SCOPE OF SERVICES
The selectred firm will evaluate the current SCADA system’s network architecture, cyber security posture,
telemetry equipment, control equipment, control software and control programming standards to
identify opportunities for improvement. Based on the findings, task orders may be issued for the selected
firm to develop standards, plans, templates and/or reconfigure the current SCADA system as
recommended. The firm must also exhibit a breadth of experience across relevant technical disciplines.
The selected engineering firm will be expected to mobilize quickly to provide engineering services in a
timely fashion.
IV. TIMELINES, DELIVERY DEADLINE, AND INSTRUCTIONS
All proposals must be provided as a single, searchable PDF document file and be submitted digitally as
an email attachment to the RFP Recipient email address below. Respondents are advised that
Recipient’s email attachment size limit is 25MB and that only one PDF file will be allowed per response.
The subject line of the transmittal email shall clearly identify the RFQ title, company name and due
date/time. File sizes greater than 25MB in size may be uploaded to bzncloud.bozeman.net upon special
arrangement of the Recipient; however, it is the respondent’s sole responsibility to ensure the file
upload is completed, and that the Recipient is separately notified via email of same, prior to the given
deadline.
Deliver RFQs to the City Clerk by July 15, 2021 at 3:00 p.m. MDT. It is the sole responsibility of the
proposing party to ensure that proposals are received prior to the closing time as late submittals will
not be accepted.
The email address for submission is: agenda@bozeman.net
Amendments to Solicitation
Any amendments to this request will be published on the City’s webpage
https://www.bozeman.net/government/city-clerk/bids-rfps-rfqs. It is the respondents sole responsibility
to verify if this solicitation has been amended after publication of its initial notice and prior to the
response deadline.
Solicitation Questions and Responses
The deadline for questions related to this document is 12:00 PM MDT on July 12th, 2021. Responses to
questions received will be posted to the City’s webpage https://www.bozeman.net/government/city-
clerk/bids-rfps-rfqs by July 13, 2021.
A. Contact Information
ALL QUESTIONS AND CONTACTS REGARDING THIS RFQ MUST BE SUBMITTED IN WRITING TO:
Zeb Breuckman
P.O. Box 1230
Bozeman, MT 59771-1230
zbreuckman@bozeman.net
B. Selection Timeline
Advertising dates: June 27 and July 4, 2021
Receipt of RFQs: No later than 3:00 p.m. MDT July 15, 2021
RFQ Review Complete by Committee: July 22, 2021
Selection: July 30, 2021
With the exception of the advertising dates and advertised due date, the City reserves the right to
modify the above timeline without notice to respondents.
V. SELECTION PROCEDURE
A. STATEMENT OF QUALIFICATIONS
Respondents must comply with the mandatory requirements provided in this solicitation.
The selection process shall be conducted pursuant to §18-8-201 et seq. MCA, City
procurement policy, and this solicitation.
1. Evaluation of RFQs. The selection committee shall consist of no less than
three persons representing the City. The selection committee will review RFQ
responses using the criteria listed below. RFQ responses that do not contain the
required documentation will be deemed nonresponsive to this solicitation and
may be rejected.
2. Interviews. The selection committee may at its discretion elect to conduct
interviews upon its review of written proposals to assist in its overall qualifications
evaluation and selection decision.
3. Selection and Final Recommendation. The selection committee will tally
the scores for the RFQ. At that time contract negotiations will take place between
the City and successful Respondent. The City may negotiate a contract with the
next highest ranked Respondent if a contract cannot be made.
B. RFQ – FORM AND CONTENTS
Deliver one digital copy, prepared as follows:
i. General Instructions:
a. RFQ responses must be signed by an officer or principal of your firm.
b. RFQ responses must be contained in a single searchable PDF document not to
exceed 20 pages total including whatever pictures, charts, graphs, tables, and
text the firm deems appropriate to be part of the review of the firm's
qualifications. A separate transmittal letter, cover page, cover sheets, and
dividers are exempted from the page limit.
c. Schedules may be submitted in addition to the page limit.
ii. Firm Information:
a. Experience. Respondent must demonstrate successful experience and capacity
to act as a contractor on projects of similar size, type and complexity. Provide
the name and location of each project, the client, and the contact person and
phone number. Describe experience and qualifications of the professional
personnel to be assigned to this project. Describe your recent and current work
for the City of Bozeman, if any.
b. Firm Background. Provide information about the firm, including location.
Describe the firm’s history. Include information identifying the firm’s annual
volume of business, , and speak to the firm’s stability in the marketplace.
Information identifying the firm’s strengths and weaknesses along with special
capabilities that may be appropriate to the specific nature of work authorized
under this solicitation will assist in the evaluation.
c. Firm Workload. Provide the status of current and anticipated work within the
firm in terms of time and magnitude for the anticipated Project schedule as it
relates to availability of key personnel and your firm. Describe the firm’s
capability to meet time and project budget requirements.
d. Firm Personnel. Provide resumes of the firm’s key personnel with the
experience and qualifications to perform technical tasks and project
management work authorized under this solication.
e. References. Provide detailed contact information for the Owner for at least five
(5) project undertaken by your firm within the past five years.
C. EVALUATION CRITERIA
Qualifications will be evaluated by the Selection Committee who will individually score
them out of a total of 100 possible points based on the criteria below.The scoring criteria
and possible point values are:
1. Respondent’s experience with projects of similar size and design:
Possible Points: 20
2. Firm’s Qualifications:
Possible Points: 20
3. Capabilities to meet time schedule and project budget requirements.
Possible Points: 20
4. Present and projected workloads:
Possible Points: 10
5. Past projects/experience working with the City of Bozeman:
Possible Points: 20
6. Office location of relevant personnel:
Possible Points: 10
VI. FORM AND TERM OF AGREEMENT
The final form of the master task order professional services agreement will be disclosed to the
selected firm during contract negotiations. Scope, fee , and payment terms for specific projects or
items of work performed under the master agreement will be individually negotiated through the
issuance of task orders. The master agreement term shall not exceed a period of three years. Any
uncompleted task orders that remain outstanding at the expiration of the master agreement term may
be prosecuted to completion or terminated at the discretion of the City.
VII. CITY RESERVATION OF RIGHTS
All proposals submitted in response to this RFQ become the property of the City and public records
and, as such, may be subject to public review.
A SUBMISSION IN RESPONSE TO THIS REQUEST FOR QUALIFICATIONS CONFERS NO RIGHTS UPON ANY
RESPONDENTS AND SHALL NOT OBLIGATE THE CITY IN ANY MANNER WHATSOEVER. THE CITY
RESERVES THE RIGHT TO MAKE NO AWARD AND TO SOLICIT ADDITIONAL REQUEST FOR
QUALIFICATIONS AT A LATER DATE.
A. This RFQ may be canceled or any or all responses may be rejected in whole or in part, as
specified herein, when it is in the best interests of the City. If the City cancels or revises
this RFQ, all Respondents who submitted will be notified using email.
B. The City reserves the right to amend the RFQ; to waive any minor irregularities,
informalities, or failure to conform to the RFQ; to extend the deadline for submitting
proposals;
C. The City reserves the right to reject the submission of any person/firm who previously
failed to perform properly to the satisfaction of the City, or complete on time agreements
of similar nature, or to reject the submission of any person/firm who is not in a position
to perform such an agreement satisfactorily as determined by the City.
D. The City reserves the right to determine the most qualified Respondents and negotiate
a final scope of service and cost, negotiate a contract with another Respondents if an
agreement cannot be reached with the first selected Respondents, or reject all
proposals.
E. The successful Respondents will be required to enter into a contract with the City,
which will incorporate the Respondents' scope of service and work schedule as part of
the agreement.
F. This RFQ does not commit the City to enter a professional services agreement. The City
assumes no liability or responsibility for costs incurred by Respondents in responding to
this request for qualifications or request for interviews, additional data, or other
information with respect to the selection process, prior to the issuance of an agreement,
contract or purchase order. The Respondents, by submitting a response to this RFQ,
waives all right to protest or seek any legal remedies whatsoever regarding any aspect
of this RFQ.
G. Work tasks authorized under this solicitation is subject to the availability of funds.
VIII. NONDISCRIMINATION AND EQUAL PAY POLICY
The City of Bozeman requires each entity submitting under this notice shall affirm, on a separate form
provided, that it will not discriminate on the basis of race, color, religion, creed, sex, age, marital status,
national origin, or because of actual or perceived sexual orientation, sexual preference, gender
identity, or disability in fulfillment of a contract entered into for the services identified herein and that
this prohibition on discrimination shall apply to the hiring and treatment of the submitting entity’s
employees and to all subcontracts it enters into in the fulfillment of the services identified herein.
Failure to comply with this requirement shall be cause for the submittal to be deemed nonresponsive.
The City also requires each entity submitting under this notice shall affirm it will abide by the Equal Pay
Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act), and has visited the State of
Montana Equal Pay for Equal Work “best practices” website,
https://equalpay.mt.gov/BestPractices/Employers, or equivalent “best practices publication and has
read the material.
IX. MISCELLANEOUS
A. No Oral Agreements. No conversations or oral agreements with any officer, employee, or agent of
the City shall affect or modify any term of this solicitation. Oral communications or any
written/email communication between any person and City officer, employee or agent shall not be
considered binding.
B. No Partnership/Business Organization. Nothing in this solicitation or in any subsequent
agreement, or any other contract entered into as a result of this solicitation, shall constitute, create,
give rise to or otherwise be recognized as a partnership or formal business organization of any kind
between or among the respondent and the City.
C. Employment Restriction and Indemnity. No person who is an owner, officer, employee,
contractor, or consultant of a respondent shall be an officer or employee of the City. No rights
of the City’s retirement or personnel rules accrue to a respondent, its officers, employees,
contractors, or consultants. Respondents shall have the responsibility of all salaries, wages,
bonuses, retirement, withholdings, worker’s compensation and occupational disease
compensation, insurance, unemployment compensation other benefits and taxes and
premiums appurtenant thereto concerning its officers, employees, contractors, and consultants.
Each Respondent shall save and hold the City harmless with respect to any and all claims for
payment, compensation, salary, wages, bonuses, retirement, withholdings, worker’s
compensation and occupational disease compensation, insurance, unemployment
compensation other benefits and taxes and premiums in any way related to each respondent’s
officers, employees, contractors and consultants.
D. Accessibility. Upon reasonable notice, the City will provide assistance for those persons with
sensory impairments. For further information please contact the ADA Coordinator Mike Gray at
406-582-3232 or the City’s TTY line at 406-582-2301.
E. Procurement. When discrepancies occur between words and figures in this solicitation, the
words shall govern. No responsibility shall attach to a City employee for the premature opening
of an SOQ not properly addressed and identified in accordance with these documents.
F. Governing Law. This solicitation and any disputes arising hereunder or under any future
agreement shall be governed and construed and enforced in accordance with the laws of the
State of Montana, without reference to principles of choice or conflicts of laws.
X. ATTACHMENTS
The following exhibits are incorporated in this RFQ:
Appendix A: Non-Discrimination and Equal Pay Affirmation
END OF RFQ
Attachment A NONDISCRIMINATION AND EQUAL PAY AFFIRMATION
____________________________________(name of entity submitting) hereby affirms it will not
discriminate on the basis of race, color, religion, creed, sex, age, marital status, national origin, or
because of actual or perceived sexual orientation, gender identity or disability and acknowledges and
understands the eventual contract will contain a provision prohibiting discrimination as described above
and this prohibition on discrimination shall apply to the hiring and treatments or proposer’s employees
and to all subcontracts.
In addition, ____________________________________(name of entity submitting) hereby affirms it will
abide by the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act), and has
visited the State of Montana Equal Pay for Equal Work “best practices” website,
https://equalpay.mt.gov/BestPractices/Employers, or equivalent “best practices publication and has
read the material.
______________________________________
Name and title of person authorized to sign on behalf of submitter