05_Att_4_Written_Proposal_Template_10.02.26.docx

Attachment 4 Written Proposal Template

Proposer's Name:

Instructions to Proposers Proposer shall use this document as a template on which to provide their Written Proposal responses. Include a cover for this document of your choosing. At a minimum, the cover should include the following information:

· Name of Prime Proposer Firm or Joint Venture

· Written Proposal submitted to Port of San Francisco for Pre-Construction Engineering and Design Services

· Sourcing Event ID 11697

· RFP issuance date

· Written Proposal due date & time Proposers may not leave responses to questions blank and may not respond to questions with “To be provided upon request,” “To be determined,” or the like. Proposals that fail to address each of the requested items in this document in a sufficient and complete manner may be deemed Non-Responsive and/or receive zero points.

The same Prime or Joint Venture proposer is eligible to be awarded both contracts (Northern Waterfront and Southern Waterfront); however, they must demonstrate the capacity to execute both contracts at the same time and must submit a separate proposal for each contract, each with a contract-specific staffing plan and capacity commitment. Each proposal will be evaluated separately on its own merit. Key personnel may be shared across proposals, provided their allocation to each contract is identified and the proposer demonstrates sufficient capacity to perform both contracts concurrently. Key personnel are proposed staff who are more than 40% dedicated to each contract.

To receive the maximum number of points, please be sure to follow this format and thoroughly (but concisely) address each section. Indicate clearly where supplemental documents are being provided.

Submission of a proposal will constitute a representation by your firm that your firm is willing and able to perform the commitments contained in the proposal.

All documents submitted in response to this Solicitation are subject to public disclosure. Therefore, please exclude or otherwise identify confidential or proprietary information, as appropriate.

Complete each of the Parts below. Include a divider page of your own design between each Part.

PART A: PROPOSER INFORMATION

PART B: PRIME OR JOINT VENTURE FIRM INTRODUCTION AND DESCRIPTION

PART C: PROPOSED TEAM

PART D: TEAM OVERVIEW

PART E: ORGANIZATION CHART & DESCRIPTION OF PROPOSED TEAM

PART F: KEY PERSONNEL

PART G: EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT

PART H: PERSONNEL PARTICIPATION IN EXAMPLE PROJECTS

PART I: WRITTEN DESCRIPTIONS OF CONTRACT SPECIFIC QUALIFICATIONS AND APPROACH

PART J: REFERENCES

DO NOT REFORMAT THIS FORM. Reformatting of this form may result in the rejection of entire Proposal.

Creating “new sections” does not constitute reformatting.

A. PROPOSER INFORMATION

Non-Leading:

B. PRIME OR JOINT VENTURE FIRM INTRODUCTION AND DESCRIPTION

Provide a brief description of the Proposer’s size, organization structure, office location, and capacity to perform the Scope of Services. If the Proposer is a Joint Venture, describe the organization, relationship, roles, and responsibilities of each Joint Venture Partner, including the Lead JV Partner (2 page maximum for a single-firm Prime; 4 page maximum for Joint Venture Partnerships):

Answer Here

C. PROPOSED TEAM

Provide the contractual relationship, name, full mailing address, and a brief description of the role of each firm that will be involved in performance of this contract. List the prime contractor and joint venture partners first. If a firm has branch offices, indicate each individual branch office that will have a key role on the team. The named subcontractors and outside associates or consultants must be used, and any change must be approved by the contracting officer.

Add as many rows as necessary.

Choose:

P for Prime JV for JV Partner S for Subcontractor

D. TEAM OVERVIEW

Use the following table to demonstrate firm qualifications. Each firm, including each Joint Venture Partner and all listed subconsultants, must provide a complete table. Please copy and paste as many tables and add the appropriate number of rows as required to represent the full teams.

Forms must be signed by a person authorized to submit on behalf of the firm.

Firm and proposing Branch Office (if applicable):

ANSWER HERE

Point of Contact Name and Title: ANSWER HERE

Former Firm Names (if any) and Year Established: ANSWER HERE

Firm ranch

(see below)

Total:

Authorizing Representative:

The foregoing is a statement of facts

Name and Title:

E. ORGANIZATION CHART & DESCRIPTION OF PROPOSED TEAM

Organization Chart: Attach an organizational chart of the proposed team with staff names, firm name for staff, role on project including designation as key staff if relevant, and reporting structure. The attachment should fit on a single 11x17 size page.

Organization Description (3 pages max): Provide a brief written description of your proposed organization structure, description of roles, and key staff names with work location and % of time available to work on the Contract.

F. KEY PERSONNEL

Complete this section for each key person who will participate in this contract. Group by firm, with personnel of the prime contractor or joint venture partner firms first.

Do not reformat the table below. Reformatting the table below in any way may result in rejection of this proposal.

Copy and Paste the Resume template below for each Key Personnel:

Name:

ANSWER HERE

Total:

ANSWER HERE

With current firm: ANSWER HERE

Firm Name and Location (City and State):

ANSWER HERE

Education (Degree and Specialization):

ANSWER HERE

Current Professional Registration (State and Discipline): ANSWER HERE

Other Professional Qualifications (Publications, Organizations, Training, Awards, etc.):

ANSWER HERE

Relevant Project Experience a.

(1) Title and Location (City and State)

ANSWER HERE

(2) Years Completed:

Professional Services: ANSWER HERE Construction (if applicable): ANSWER HERE

(3) Brief Description (Brief scope, size, cost, etc.) and Specific Role:

Was this project performed with current firm? ANSWER HERE If no, under which firm was worked performed? ANSWER HERE

ANSWER HERE

(2) Years Completed:

(3) Brief Description (Brief scope, size, cost, etc.) and Specific Role:

Was this project performed with current firm? ANSWER HERE c.

(1) Title and Location (City and State)

ANSWER HERE

(2) Years Completed:

(3) Brief Description (Brief scope, size, cost, etc.) and Specific Role:

Was this project performed with current firm? ANSWER HERE

ANSWER HERE

(2) Years Completed:

(3) Brief Description (Brief scope, size, cost, etc.) and Specific Role:

Was this project performed with current firm? ANSWER HERE

ANSWER HERE

(2) Years Completed:

(3) Brief Description (Brief scope, size, cost, etc.) and Specific Role:

Was this project performed with current firm? ANSWER HERE

Employer, Roles and Dates

G. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS FOR THIS CONTRACT (UP TO 10) In this section, Proposers will provide information on up to 10 projects that best illustrate the proposed team’s qualifications for this contract. If projects are not yet complete, please indicate the approximate completion percentage and phase at the time of proposal submission. There are no minimum requirements for project size nor years completed. Firms from the proposed team that were involved with the project shall be listed along with the firm’s role in the project. The Port may verify the accuracy of information by contacting the listed reference or other means. Additionally, choose four (4) of the projects and complete a Reference Evaluation Form for each project as Attachment 4 - Reference Document, further described in PART J of this document. Two (2) of the four (4) Reference Evaluation Forms must be for the same projects submitted for minimum qualifications. Reference Evaluation Forms will not be scored as part of the Written Proposal evaluation. Comment by Macaranas, Belle (DPW): Is this for MQ2?

The table below can be copy copied and pasted. The Port reserves the right not to evaluate project descriptions that are formatted differently than the table below:

Example Project Key Number:

ANSWER HERE (1 through 10)

Professional Services: ANSWER HERE Construction (if applicable): ANSWER HERE If not complete, provide completion percentage and current phase:

Does this project include a Reference Evaluation Form: YES / NO

Project Owner Information

Project Owner: ANSWER HERE

Brief Description of Project and Relevance to this Contract (include scope, size, and cost):

Firms from Section A Part C involved with this Project

H. PERSONNEL PARTICIPATION IN EXAMPLE PROJECTS

This matrix is intended to graphically depict which Key Personnel worked on the example PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S QUALIFICATIONS

NOTE: There may be Key Personnel that did not perform scopes on any of the projects listed in Part G. Include these members in the table below.

Name / Role in this Contract / Example Projects Listed in Section DPart G with similar role

Names of Key Personnel (List each Key Personnel from Section C Part F table question 1) Role in this Contract (List each Key Personnel’s Role from Section C Part F table question 2) Example Projects Located in Part G (Enter X if participated)

Example Projects Key

Additional Information: Provide any additional information; Attach additional sheets as needed. (2 pages)

ANSWER HERE

I. WRITTEN DESCRIPTIONS OF CONTRACT SPECIFIC QUALIFICATIONS AND APPROACH

Attach responses to describe your proposed team’s unique qualifications and approach to the contract work in each of the following areas. Responses should reference team experience, proposed staff, structure and roles, team capacity, local knowledge, and any other expertise and qualifications that make your team best suited for this contract.

Each section must be limited to the page number requirements using Times New Roman no smaller than 11 point font.

1. Design Management Qualifications and Approach (2 pages)

Describe your team’s approach to managing large-scale planning and design projects. Describe how you would progress from initial planning through concept design, detailed design, and construction. Describe the design management structure, roles, and process.

2. USACE Related Qualifications and Approach (2 pages)

The Port and USACE executed a Section 221 Memorandum of Understanding allowing the Port to design and construct projects on our own and seek future credit from USACE provided our project is consistent with the USACE Recommended Plan. Describe your qualifications and approach to ensure our projects receive the maximum credit.

3. Contract Disciplines

The Port of San Francisco's waterfront resilience challenge is unique and will require expertise in a wide variety of professional engineering and design disciplines to develop comprehensive solutions, advance designs, and deliver multi-benefit projects that move us forward while preserving and enhancing what is most special about the past and present. For each specific discipline, describe how your team is best suited to deliver what we need for success. Focus your answer on the overall waterfront needs across both geographies. Include references to other materials submitted in this proposal. Use this writeup to convey firm qualifications and capacity, proposed staff qualifications and availability, your approach to this discipline specific to this contract, and the relevant local knowledge of your firm(s) and proposed staff.

· Planning and Design of Urban Spaces including Waterfronts (1 page)

· Engineering and Design of Coastal Flood Defenses and Interior Drainage Systems (1 page) including nature-based features.

· Engineering and Design of Marine Structures and Facilities (1 page)

· Engineering and Design of Complete Streets including Light Rail Transit and Utility Systems (1 page)

· Building Preservation, Modification, and Adaptative Re-Use (1 page)

4. Geography Qualifications

Although the scope of work is substantially the same, each Plan Area contains differing conditions and needs and presents unique challenges. Explain what you believe makes the Plan Area selected for this Proposal unique and the qualifications and approach that makes your team best suited to deliver a successful outcome.

J. REFERENCES Comment by Macaranas, Belle (DPW): Carlos, please confirm or edit proposed edits as needed.

Proposers must submit four (4) completed Reference Evaluation Forms as part of the Proposal for projects identified in Part G. Two (2) of the four (4) Reference Evaluation Forms must be for the same projects submitted for Minimum Qualification #2. For Joint Ventures, each Joint Venture Partner must submit two (2) Reference Evaluation Forms.

Complete the Reference Table below for each Reference Evaluation Form submitted.

Complete the Reference Table below for each Reference Evaluation Form submitted. The table below will be used by Port staff to track references related to this proposal only. The Port may, at its discretion, reach out to the references listed below to confirm or clarify information or obtain additional information related to the Reference Evaluation Forms. their submittal. The Port may choose to remind references to submit their forms by email if they are not submitted with the proposal. Comment by Macaranas, Belle (DPW): Revised to allow Port to request reference evaluation forms without telling proposers that missing forms are acceptable.

Reference Table:

Appendix A Reference Evaluation Form

Firm Name:

Port of San Francisco RFP Sourcing Event ID:

Project Information

Project Name:

Project Location: Dates:

Project Scope: Original Contact Value: Final Contract Value:

Owner/Reference Information Owner/Client:

Point of Contact: Position:

(Street Address) (City, State, Zip Code)

Phone: e-mail:

I hereby authorize the above named person and organization to answer the following questions and to release any pertinent information relative to our performance on the referenced project. Furthermore, I hereby release them from any and all liability of any type for providing this information.

Authorized Representative’s Signature Date

Print name (First & Last)

NOTE TO REFERENCES:

The above-named Contractor has listed your company as one of their past clients. We would appreciate it if you would answer the questions on the attached sheet with reference to their work for you. Please note that this applicant has signed a waiver authorizing you and your company to provide this information to us and releasing you and your company from "any and all liability of any type as a result of providing this information." Please email the completed form and this cover sheet to ContractAdmin.Staff@Sfdpw.org.

Reference for Prospective Consultant Firm Are the project Name, Scope, and Dates provided on the coversheet accurate: Yes ☐ No ☐ If not, please provide the correct information.

Project Name:

Project Scope:

Approximate dates of the consultant’s performance: to Would you want to use this consultant again if given the opportunity? Yes ☐ No ☐ Please circle the appropriate rating to the following:

1 = Did not meet expectations; 2 = Met expectations; 3 = Exceeded expectations If below average of 2 (excluding N/As), does not meet Minimum Qualification.

Additional comments:

Authorized Representative Signature Date

Print name (First & Last) Phone Number