Water Quality Trend Assessment and Dashboard Tool Development

PURCHASING DIVISION
Charlotte County Administration Center
18500 Murdock Circle, Suite 344
Port Charlotte, Florida 33948-1094
Phone 941.743.1378
Fax 941.743.1384
TO: PROSPECTIVE PROPOSERS
DATE: MARCH 23, 2026
RE: ADDENDUM #1, RFP NO. 20260257, WATER QUALITY TREND ASSESSMENT AND DASHBOARD
TOOL DEVELOPMENT
PROPOSAL DUE DATE: 3:00 p.m. (EST), APRIL 2, 2026
Firms are hereby notified that this addendum shall be made a part of the above-named proposal and contract documents.
The following are issued to revise/clarify the proposal and contract documents, and these items shall have the same force
and effect as the original proposal and contract documents. Proposals to be submitted on the above-specified date at
Purchasing shall conform to the revisions and clarifications as listed herein.
ITEM # 1 QUESTIONS/ANSWERS
Q1. Part V of the RFP's evaluation form asks for a description of "processes for conducting critical assets
inventory, exposure analysis, and sensitivity analysis." Should this be interpreted in terms of the "inventory"
of water quality monitoring stations and "sensitivity" of trend results to data gaps, sources of uncertainty,
and methodological choices? The traditional meaning of these terms (e.g., infrastructure assets' exposure to
sea level rise) does not seem applicable to this project scope.
Likewise, should the terms "Vulnerability Assessment" and "Adaptation Action Areas," which traditionally
refer to infrastructure vulnerability and adaptation, be interpreted in a project management context--i.e.,
assessing risk of not meeting deadlines for deliverables and review/revision of deliverables before they are
finalized?
A1. Attached, please find revised pages 13-14.
This addendum is binding and is to be considered as if contained within the original proposal documents of RFP No.
20260257. Firms are required to acknowledge receipt of this addendum on their proposal forms.
KKiimmbbeerrllyy CCoorrbbeetttt, CC.PP.MM., CCPPPB
Senior Division Manager - Purchasing
KC/at
cc: Clerk
File

EVALUATION FORM
CONSULTANT EVALUATION FORM
CHARLOTTE COUNTY, FLORIDA
RFP# 20260257, WATER QUALITY TREND ASSESSMENT AND DASHBOARD TOOL DEVELOPMENT
Assigned
Evaluation Criteria Value Weight Score
Value
I. TEAM PROPOSED FOR THIS PROJECT
A. Background of the personnel
Project Manager 1-5 X 10
Other Key Personnel
Subconsultants
II. PROPOSED MANAGEMENT PLAN
A. Team Organization Plan with respective roles and
responsibilities of each team member with regard to providing
services as outlined. 1-5 X 20
B. Project Management Plan with regards to internal quality
control, including proofing of technical work and deliverables
prior to submission.
III. PREVIOUS EXPERIENCE OF TEAM PROPOSED FOR
THIS PROJECT
A. Describe the frequency with which those parties described in
Section II have coordinated in the past to accomplish
projects similar to that which is described in this RFP. If
applicable, provide an overview of the most recent project by
which the responsible parties coordinated with one another 1-5 X 10
on a project similar in design/scope to what is described in
this RFP. If those parties described in Section II have not
coordinated on past projects similar in design/scope to this
RFP, provide an overview of the most recent project of any
scope in which the parties have coordinated with one
another.
IV. PROJECT CONTROL
A. Schedule
1. What techniques are planned to assure that schedule
timeline and deliverable deadlines will be met?
2. Who will be responsible to outline and track interim tasks
to assure that schedule will be met?
B. Cost
1-5 X 10
1. What control techniques are planned?
2. Demonstrate ability to meet project cost control.
3. Who will be responsible for cost control?
C. Describe recent, current and projected workload to outline
that staff proposed to be on project team have the time and
capacity to meet their designated roles and responsibilities
on this project.
V. PRESENT PROPOSED PROJECT MANAGEMENT
APPROACH FOR THIS PROJECT
A. Describe processes for scheduling, coordinating, and
executing kick-off and monthly Project Team meetings.
B. Describe processes for scheduling, coordinating, and
executing data collection of all necessary required data.
1-5 X 20
C. Describe processes for data cleaning and curation to create
refined appropriate data set for intended analysis.
D. Describe tasks, steps, and processes for conducting the
trend analysis.
E. Describe processes for creating the publicly-available
dashboard and its integration into the CHNEP Water Atlas.
VI. PRESENT EXAMPLES OF RECENTLY ACCOMPLISHED
SIMILAR PROJECTS 1-5 X 10
13 Revised 3-23-26 RFP No. 20260257

A. Describe the projects that demonstrate the ability to
accomplish the proposed approach described in Part V
VII. DESCRIBE YOUR EXPERIENCE AND CAPABILITIES IN
THE FOLLOWING AREAS.
A. Experience with meeting planning and facilitation
B. Experience with water quality data processing, cleaning, and
curation, as well as pulling and utilizing information from
state WIN database.
C. Experience with conducting Nonlinear trend visualization 1-5 X 17
using generalized additive models (GAMs).
D. Experience with developing Web-based dashboards using R
Shiny that can be integrated into web-based data hub sites
with tools like iFrame.
E. Experience with sharing R scripts and associated work
products via GitHub.
VIII. VOLUME OF WORK - TOTAL OF PAYMENTS
RECEIVED FROM COUNTY WITHIN THE PAST 24 MONTHS*
$0 - $49,999 5 points
$50,000 - $99,999 4 points
$100,000 - $199,999 3 points
0-5 X 01
$200,000 - $349,999 2 points
$350,000 - $499,999 1 points
$500,000 + 0 points
*Based upon information provided on Proposal Submittal
Signature Form, Magnitude of Charlotte County Projects.
IX. LOCATION
Describe the Prime and Sub-Consultants responsiveness as it 1-5 X 01
relates to the firm's location to the project.
X. LITIGATION - HAVE YOU BEEN NAMED AS A
DEFENDANT OR CO-DEFENDANT IN A LAWSUIT IN THE
LAST FIVE YEARS? 1-5 X 01
If so, describe circumstances and outcome, including Case
Number, Case Name and Court.
XI. MINORITY BUSINESS
Certified MBE, Sub-Consultants Certified MBE, and/or Non- Yes or No
Certified MBE.
REMARKS: The value assigned in judged on a scale of 1 through 5, with 5 being the highest possible value. The two
exceptions are: VIII. Volume of Work; and XI. Minority Business. Category VIII. Volume of Work has a value of 0
through 5 as indicated, and Category XI. Minority Business - The County will consider the firm's status as an MBE
or a Certified MBE, and also the status of any sub-contractors or sub-consultants proposed to be utilized by the firm,
within the evaluation process.
END OF PART III
14 Revised 3-23-26 RFP No. 20260257