Request for Qualifications No. 2026-045
Water and Wastewater Masterplan
Due Date:
March 3, 2026
Time:
10:00 AM Local Time
Receipt Location: Electronic Submittal Only (Refer to Section 2.2)
Procurement Contact:
Kyle Hodge
Procurement Specialist
704.283.3631
kyle.hodge@unioncountync.gov
Contents
1 Notice of Advertisement ............................................................................................................ 3
2 Submittal Details........................................................................................................................ 4
2.1 SUBMISSION DEADLINE.......................................................................................................................................... 4
2.2 SUBMISSION REQUIREMENTS .................................................................................................................................. 4
2.3 SUBMITTAL QUESTIONS ......................................................................................................................................... 4
2.4 ADDENDA............................................................................................................................................................... 4
2.5 COMMUNICATION ................................................................................................................................................... 5
3 Introduction ............................................................................................................................... 5
3.1 COUNTY ................................................................................................................................................................. 5
3.2 PURPOSE ................................................................................................................................................................ 5
4 Project background ................................................................................................................... 6
4.1 GENERAL ............................................................................................................................................................... 6
4.2 THE WATER SYSTEM.............................................................................................................................................. 6
4.3 SANITARY SEWER SYSTEM..................................................................................................................................... 7
5 Scope of Services ........................................................................................................................ 7
5.1 OBJECTIVES OF PROJECT ........................................................................................................................................ 7
5.2 SCHEDULE .............................................................................................................................................................. 8
5.3 DELIVERABLES....................................................................................................................................................... 8
5.4 THE FINAL WRITTEN REPORT SHALL CONTAIN AS A MINIMUM THE FOLLOWING:..................................................... 8
5.5 THE COUNTY WILL PROVIDE THE FOLLOWING TO THE SELECTED CONSULTANT:..................................................... 8
6 Detailed Submittal Requirements and Instructions................................................................ 8
6.1 TERMS OF SUBMISSION........................................................................................................................................... 9
6.2 SOQ FORMAT ........................................................................................................................................................ 9
6.2.1 Section A – Cover Letter.............................................................................................................................. 10
6.2.2 Section B – Firm Background and experience............................................................................................. 11
6.2.3 Section C – Project Team ............................................................................................................................ 11
6.2.4 Section D – Project Experience ................................................................................................................... 11
6.2.5 Section E – Project Management, Approach and Quality Control .............................................................. 12
6.2.6 Section F – Project Approach and Methodology ......................................................................................... 12
6.2.7 Section G – Required Forms........................................................................................................................ 12
7 Evaluation Criteria and Selection Process............................................................................. 12
7.1 SELECTION PARTICIPANTS.................................................................................................................................... 12
7.2 EVALUATION SELECTION PROCESS ...................................................................................................................... 13
7.3 AWARD PROCEDURE ............................................................................................................................................ 14
8 General Conditions and Requirements.................................................................................. 14
8.1 TERMS OF CONTRACT........................................................................................................................................... 14
8.2 EXCLUDED PARTIES (DEBARRED AND SUSPENSION) ............................................................................................ 14
8.3 CONTRACTUAL OBLIGATIONS .............................................................................................................................. 15
8.4 MINORITY BUSINESSES (MBE) OR DISADVANTAGED BUSINESSES (DBE) ........................................................... 15
8.5 EQUAL EMPLOYMENT OPPORTUNITY ................................................................................................................... 15
8.6 DRUG-FREE WORKPLACE .................................................................................................................................... 15
8.7 EXPENSE OF FIRM ................................................................................................................................................. 16
8.8 E-VERIFY ............................................................................................................................................................. 16
8.9 NONDISCRIMINATION ........................................................................................................................................... 16
8.10 INSURANCE .......................................................................................................................................................... 16
8.11 INDEMNIFICATION ................................................................................................................................................ 18
1
Union County, North Carolina
RFQ 2026-045 Water and Wastewater Master Plan
9 Appendix A – SOQ Submission Form ................................................................................... 19
10 Appendix B – Addendum and Anti-Collusion ...................................................................... 20
11 Appendix C – Site Vicinity Map.................................................. Error! Bookmark not defined.
12 Appendix D – Template Master Agreement.......................................................................... 21
2
Union County, North Carolina
RFQ 2026-045 Water and Wastewater Master Plan
1 NOTICE OF ADVERTISEMENT
Union County, North Carolina
Request for Qualifications No. 2026-045
Water and Wastewater Master Plan
Electronic Statements of Qualifications (SOQs) will be received by the Union County’s
Procurement Department at 610 Patton Avenue, Monroe, NC 28110 until 10:00 AM Local Time
on March 3. 2026. Late submittals will not be accepted.
Union County, North Carolina, through its Water and Wastewater Department, is seeking SOQs
from qualified firms to obtain expert professional, technical, and advisory services for the
development of the county’s Water and Wastewater Master Plan as outlined in this solicitation.
As a Request for Qualifications (RFQ), responding firms are not required to submit price
information nor work product with submittal packages. Compliance with N.C.G.S. 143-64.31 is
required.
This solicitation may be examined at the Union County Government Center, Procurement
Department, 610 Patton Avenue, Monroe, NC 28110, Monday through Friday between the hours
of 8:00 am and 5:00 pm. Copies of the solicitation may be obtained from the locations listed below:
1. Download the Solicitation Documents from the Union County Website
https://www.unioncountync.gov/departments/bids-procurement/current-bids
2. Download the Solicitation Documents from the State of North Carolina eVP website:
https://evp.nc.gov/solicitations/ (Search County of Union)
.
Union County reserves the right to reject any or all submittals, to waive technicalities and to
make such selection deemed in its best interest. With limited response, Union County reserves
the right to extend the solicitation opening date as appropriate in order to assure a competitive
procurement process.
A North Carolina Engineering License is required for this project.
Union County reserves the right to award to multiple vendors.
Offerors are required to comply with the non-collusion requirements set forth in the Solicitation
Documents.
Union County encourages good faith effort outreach to Minority Businesses (HUB Certified) and
Small Businesses.
3
Union County, North Carolina
RFQ 2026-045 Water and Wastewater Master Plan
2 SUBMITTAL DETAILS
2.1 SUBMISSION DEADLINE
All submittals, for the services specified, are to be received by the Union County
Procurement Department no later than 10:00 AM Local Time on March 3, 2026 per the
instructions below. Any submittals received after this date and time shall be rejected
without exception.
2.2 SUBMISSION REQUIREMENTS
The Statement of Qualifications must be submitted electronically using the following link:
https://lfportal.unioncountync.gov/Forms/procurementsubmit. Select the Solicitation drop
down arrow and choose this RFQ from the list. Complete the form, upload the SOQ as
one complete document and select submit. The maximum size accepted is 30 MB. An
email response will be sent to the address entered on the form as your confirmation of
receipt. Please add the confirmation email address to your contact list otherwise
you may not receive.
The submittal must be signed by a person who is authorized to bind the proposing
Company. Instructions for preparing the SOQ are provided herein.
Paper and/or email submissions will not be accepted.
There is no expressed or implied obligation for Union County to reimburse Offerors for any
expenses incurred in preparing a response to this request.
Union County reserves the right to reject any or all submittals, cancel this solicitation, to
waive technicalities and to make such selection deemed in its best interest. Union County
reserves the right to award to multiple vendors.
2.3 SUBMITTAL QUESTIONS
Submittal questions will be due on or before 3:00 PM Local Time on February 19, 2026.
The primary purpose is to provide participating Offerors with the opportunity to ask
questions, in writing, related to the RFQ. The County may respond with an addendum
within three (3) calendar days
Submit questions by e-mail to Kyle Hodge at kyle.hodge@unioncountync.gov by the
deadline shown above. The email should identify as RFQ 2026-045 Water and
Wastewater Master Plan. All questions and answers may be posted as addenda on
www.unioncountync.gov and https://evp.nc.gov/solicitations/.
2.4 ADDENDA
Union County may modify the RFQ prior to the date fixed for submission of SOQs by the
issuance of an addendum.
4
Union County, North Carolina
RFQ 2026-045 Water and Wastewater Master Plan
This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.