26-002 Capital Investment Strategy RFQ
| Location: | North Carolina |
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| Posted: | Oct 15, 2025 |
| Due: | Dec 16, 2025 |
| Agency: | State Government of North Carolina |
| Type of Government: | State & Local |
| Category: |
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| Solicitation No: | 460-26-002 |
| Publication URL: | To access bid details, please log in. |
| Solicitation Number: | 460-26-002 |
| Project Title: | 26-002 Capital Investment Strategy RFQ |
| Description: | Your firm is hereby invited to submit a written statement of qualifications to provide professional services to establish and implement a capital investment strategy (CIS) for Orange Water and Sewer Authority (OWASA). OWASA will conduct a Qualification-Based Selection process to identify the best qualified firm with which to negotiate a contract. All firms submitting qualifications must have demonstrated experience and expertise in previous, similar initiatives. To be considered by OWASA, responses to this RFQ must be received by 2:00 p.m. Eastern Time on Tuesday, December 16, 2025. |
| Opening Date: | 12/16/2025 2:00 PM |
| Posted Date: | 10/16/2025 |
| Status: | Open |
| Department: | ORANGE WATER & SEWER AUTHORITY |
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Solicitation Number
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460-26-002
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Department
ORANGE WATER & SEWER AUTHORITY
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Status Reason
Open
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Opening Date
2025-12-16T14:00:00.0000000
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Posted Date
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2025-10-15T15:17:54.0000000Z
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Commodity Code
Investment accounts
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Mandatory Conference/Site Visit
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Special Instructions
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Solicitation Type
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Select RFP IFB RFI
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Description
Your firm is hereby invited to submit a written statement of qualifications to provide professional services to establish and implement a capital investment strategy (CIS) for Orange Water and Sewer Authority (OWASA). OWASA will conduct a Qualification-Based Selection process to identify the best qualified firm with which to negotiate a contract. All firms submitting qualifications must have demonstrated experience and expertise in previous, similar initiatives. To be considered by OWASA, responses to this RFQ must be received by 2:00 p.m. Eastern Time on Tuesday, December 16, 2025.
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Attachments
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Attachment Preview
Orange Water and Sewer Authority
OWASA is Carrboro-Chapel Hill’s not-for-profit public service agency
delivering high quality water, wastewater, and reclaimed water services.
REQUEST FOR QUALIFICATIONS
Orange Water and Sewer Authority
Capital Investment Strategy
Issue Date: October 15, 2025
Submittal Deadline: December 16, 2025 at 2PM
1. INTRODUCTION
Your firm is hereby invited to submit a written statement of qualifications to provide professional
services to establish and implement a capital investment strategy (CIS) for Orange Water and
Sewer Authority (OWASA). OWASA will conduct a Qualification-Based Selection process to
identify the best qualified firm with which to negotiate a contract. All firms submitting
qualifications must have demonstrated experience and expertise in previous, similar initiatives.
To be considered by OWASA, responses to this RFQ must be received by 2:00 p.m. Eastern Time
on Tuesday, December 16, 2025. Refer to Section 5 – Submittal Requirements for details.
2. OBJECTIVES
The primary objective of the project is to collaborate closely with staff, the Board of Directors,
and stakeholders to establish level of service criteria across all operational areas and develop a
comprehensive Capital Investment Strategy. This strategy will be data-driven and designed to
address the challenges of determining and communicating necessary investments for repairing and
rehabilitating aging infrastructure. The consultant will be responsible for ensuring that the strategy
aligns with the utility's strategic plan and goals of sustainability, resilience, and maintaining a high
level of service for the community.
Key tasks for the consultant will include:
• Developing enterprise-level risk mapping to identify and mitigate potential risks across the
utility's infrastructure.
• Leveraging asset risk data from existing linear risk models (collections and distribution
systems), as well as from newly implemented NexGen Computerized Maintenance
Management System (CMMS) for vertical assets, facilities, and fleet.
• Engaging with staff, the Board, and stakeholders to gather input and ensure that the strategy
meets the needs and expectations of all parties involved.
• Providing recommendations for prioritizing investments and allocating resources
effectively to achieve the desired outcomes.
3. BACKGROUND AND DESCRIPTION
400 Jones Ferry Road
Carrboro, NC 27510-2001
Equal Opportunity Employer
Printed on Recycled Paper
Voice (919) 968-4421
www.owasa.org
Request for Qualifications
Capital Investment Strategy
October 15, 2025
The Orange Water and Sewer Authority (OWASA) owns and operates a comprehensive and
intricate system of assets primarily distributed across southern Orange County. These assets
include three raw water reservoirs, 14 miles of raw water transmission mains, a drinking water
treatment plant (WTP), 386 miles of drinking water distribution pipes (including emergency
interconnects), six water storage tanks, and four water booster pump stations. Additionally,
OWASA manages 335 miles of gravity sewer collection pipes, 14 miles of sewer force mains, 21
wastewater pump stations, five miles of reclaimed water pipes, a reclaimed water pumping station,
and a wastewater treatment plant (WWTP). This extensive network ensures the provision of
essential water and wastewater services to the community.
OWASA's asset management strategy is designed to maintain a reliable and resilient infrastructure
that supports essential services. The organization places a strong emphasis on operational
efficiency, risk reduction, and long-term sustainability. To achieve these goals, OWASA conducts
thorough assessments of its existing asset management program, identifying gaps and areas for
improvement. This includes reviewing asset performance data, evaluating current maintenance
strategies, and analyzing inventory management practices. By leveraging these insights, OWASA
aims to define a detailed action plan that incorporates best practices, such as the integration of a
modernized Computerized Maintenance Management System (CMMS), enhanced preventive
maintenance schedules, and improved risk assessment protocols.
To ensure that these assets continue to meet the desired levels of service, OWASA recognizes the
need for a robust capital investment strategy. This strategy is essential for guiding investments in
the assets to align with the organization's goals and key performance indicators (KPIs). By
establishing a clear capital investment strategy, OWASA can prioritize projects that enhance
service reliability, reduce operational risks, and optimize resource allocation. The strategy will
also help to provide a better understanding of budget decisions and potential deferrals, allowing
OWASA to assess the corresponding organizational risks. By identifying and addressing these
risks, OWASA can make informed decisions that balance immediate needs with long-term
sustainability, ultimately supporting the organization's broader goals of resilience, cost
optimization, and continuous service delivery.
Project timing is expected to occur between July 2026 and Winter 2027, with consultant assistance
of budgetary process and implementation of capital investment strategy for the first two subsequent
cycles (Winter 2027 - Spring 2028 and Winter 2028 – Spring 2029).
4. SCOPE OF SERVICES
The engineering services required for this project are expected to be completed to meet the
objective outlined above and in general accordance with a scope of services as needed to
accomplish the tasks listed below. However, the final scope of services will be negotiated with
the selected engineering firm and may include modified and/or additional tasks.
1. Assessment and Analysis
a. Review existing risk models for linear and vertical assets to determine available
asset level risk data and methods
Request for Qualifications
Capital Investment Strategy
October 15, 2025
b. Identify gaps and areas for improvement
c. Review strategic initiatives, budget/CIP, and prioritization process for budget
development
2. Stakeholder Engagement and Communication
a. Engage the board and OWASA’s executive team and develop meaningful levels of
service (LOS) and key performance indicators (KPIs) that can be leveraged for the
capital investment strategy
b. Facilitate communication with OWASA’s management, staff, board, and
stakeholders
c. Provide regular updates and reports documenting the effort and findings
3. Development of Capital Investment Strategy
a. Develop renewal and replacement investment levels to meet OWASA’s goals for
LOS/KPI, financial metrics, and long term obligations for capacity
b. Develop plan to incorporate asset level risk models into long term capital
investment strategy
c. Develop or refine existing prioritization processes to determine optimal project
programming to align with the strategy
d. Develop method of budget deferral analysis as it pertains to organizational
risks and alignment with desired LOS and KPIs.
4. Application of Capital Investment Strategy (optional)
a. Provide analysis and support during the FY29 (Winter 2027 - Spring 2028) budget
development cycle to ensure Capital Investment Strategy is implemented and
incorporated as intended.
b. Provide analysis and support during the FY30 (Winter 2028 – Spring 2029) budget
cycle to ensure Capital Investment Strategy is implemented and incorporated as
intended.
5. SUBMITTAL REQUIREMENTS
Responses to this RFQ must be received by OWASA no later than 2:00 p.m. Eastern Time
on Tuesday, December 16, 2025. To be considered, please submit four (4) hard copies and one
(1) electronic copy in PDF format of the required qualifications to:
Coleman Olinger, P.E.
Asset Manager
Orange Water and Sewer Authority
400 Jones Ferry Road
Carrboro, North Carolina 27510
Submittals (including resumes) shall be limited to a maximum of 20 double-sided pages (i.e., 20
pages printed double-sided onto 10 sheets of 8-1/2”x11” paper). The total page count excludes the
cover, cover letter, title sheets, dividers, etc. Only double-sided proposals shall be accepted.
Request for Qualifications
Capital Investment Strategy
October 15, 2025
Each submittal must include the following in order to be considered:
a) Statement of Interest [5 points] explaining your firm’s interest in performing the work on
this project, including how the project aligns with your firm’s capabilities.
b) Project Team/Org Chart [20 points] showing the proposed project team members,
including sub-consultants (if any), identifying their respective roles on the project, and
indicating their availability to support this project. Each proposal shall include resumes of
key team members. The primary contact shall be clearly identified.
c) Project Approach [20 points] describing your proposed approach to accomplish the work
to meet the project objectives, identifying how you will manage any notable risks. Provide
detailed information that will allow OWASA staff to distinguish your team from other
firms that may be competing for this project.
d) Project Schedule [25 points] provide sufficient delineation of phasing and tasks to
demonstrate your understanding of the necessary project activities and reasonable
durations, sequencing, risks, etc. for this project.
e) Past Experience and References [30 points] provide examples of similar work your team
has performed in the last 5 years for other clients. Identify who served as project manager
and key lead technical roles in those projects.
f) Contract Objections: It is OWASA’s intention to use a contract similar to the one included
as Attachment 1. If your firm objects to any element of the contract, please state the
objections in the submittal.
6. SELECTION PROCESS
OWASA intends to select a firm on a qualifications basis within four weeks of receiving the
responses to this RFQ, and expects to complete final scoping and contract negotiation in Winter
2025-2026. OWASA reserves the right to reject any and all proposals, to waive any and all
formalities, and to disregard all nonconforming or conditional submittals.
OWASA may elect to conduct face-to-face interviews with two or more firms being evaluated
prior to making a final selection.
If OWASA cannot reach an agreement with the initially selected firm, OWASA will then proceed
to negotiate with other firms that submitted qualifications, or will reissue the RFQ.
7. OWASA POINT OF CONTACT
Coleman Olinger will be OWASA’s primary point of contact for all consultant selection matters
relating to this project. All questions regarding this Request for Qualifications must be
emailed on or before Wednesday, November 19, 2025 to Mr. Olinger at colinger@owasa.org.
8. SUPPLEMENTAL INFORMATION
Attachment 1 – Sample Contract
No other documents will be shared as supplemental information for this RFQ.
Request for Qualifications
Capital Investment Strategy
October 15, 2025
This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.
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