1-02. Best Value Bid Criteria and Bidder Statement of Qualifications 530070.pdf
PDF 336 KB Posted
- Attached to
- Heritage Hills PID New Improvement Project
- Solicitation number
- BVB 416-26 KD
- Issued by
- Orange County, Texas
About this file
This document is a Best Value Bid Criteria and Bidder Statement of Qualifications form utilized by the City of Amarillo for the Heritage Hills Public Improvement District New Improvement Project (BVB 416-26). The project encompasses coordinated site and landscape construction activities designed to enhance pedestrian connectivity, support neighborhood development, and improve the aesthetic and functional quality of the Heritage Hills area. Bidders must submit comprehensive qualifications documentation at the time of proposal submittal, including organizational information, key personnel details, project experience, equipment lists, and subcontractor information. Failure to submit required evaluation information may result in the proposal being deemed non-responsive and subject to rejection. The evaluation process does not specify explicit response or due dates within this document, though it references submission requirements concurrent with proposal deadlines and post-closing document deadlines of seven business days after proposals close for final subcontractor lists.
The procurement utilizes a Best Value Bid method authorized under Texas Local Government Code Section 252.043, with evaluation weighted at 40 points for price and 60 points for bidder qualifications, totaling 100 maximum points. Qualification scoring includes character and integrity (10 points), quality of previous performance (15 points), past municipal relationships (5 points), ability and financial resources (10 points), references (10 points), and recent satisfactory experience with similar landscape projects for property improvement districts (10 points). Bidders must provide detailed organizational structure, key personnel biographical information including project managers, superintendents, safety officers, and quality control managers, and documentation of all current and completed projects within the prior ten years. Material misstatements on qualifications forms constitute grounds for proposal rejection or contract termination, with the firm liable for any additional costs or damages incurred by the City, including attorney's fees. The document reserves the City's right to waive irregularities, request additional information, reject any or all proposals, and accept the proposal deemed to offer best value regardless of cost.
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BEST VALUE BID CRITERIA
BASIS OF PROPOSALS AND SELECTION CRITERIA
The City uses the Best Value Bid procurement method as authorized by the Texas Legislature and further defined by Texas Local Government Code Title 8, Subtitle A, Section 252.043. Criteria used from Sec. 252.043(b) includes:
(a) the purchase price;
(b) the reputation of the bidder and of the bidder's goods or services;
(c) the quality of the bidder's goods or services;
(d) the bidder's past relationship with the municipality;
(e) any relevant criteria specifically listed in the request for bids or proposals.
The Maximum Point value is equal to 100 points. The weight factor is 40 points for Price and 60 points for Bidder Qualifications. The selection criteria used to evaluate each proposal includes the following:
40 points - PRICE: The quality of Bidders is not judged solely by a low initial cost proposal or, conversely, eliminated solely because of a high initial cost proposal.
60 points - BIDDER QUALIFICATIONS: When evaluating a Bidder’s qualifications, the City uses the “Bidder’s Statement of Qualifications” and any past experience with the Bidder. The “Bidder’s Statement of Qualifications” is a minimum, and you may provide additional pertinent information relevant to the project for which you are submitting this proposal.
Evaluation of the Bidder’s qualifications shall be based on the following:
(b) the reputation of the bidder and of the bidder's goods or services:
b.1 The character, integrity, reputation, judgment, experience, and efficiency of the bidder. (10 points)
(c) the quality of the bidder's goods or services:
c.1 The quality of performance of previous contracts or services. (15 points)
(d) the bidder's past relationship with the municipality. (5 points)
E. any relevant criteria specifically listed in the request for bids or proposals:
e.1 the ability, capacity, skill, and financial resources to perform the work or provide the service required. (10 points) e.2 References (10 points) e.3 The bidder demonstrates recent satisfactory experience (within the prior 5 years) with similar landscape type projects performed specifically for the PIDs.
(10 points)
Bidders Statement of Qualifications
Individual Bidders and joint ventures submitting a proposal must complete the following evaluation information for the Project. Joint ventures shall be composed of not more than two firms and each firm must complete separate evaluations. Evaluation information must be submitted at time of proposal submittal. Failure to submit the following Bidder Evaluation information may result in the OWNER considering the proposal non-responsive and result in rejection of the proposal by the OWNER. Bidders are to provide any additional information requested by the
OWNER.
The OWNER reserves the right to waive irregularities in determining the firm's qualifications and reserves the right to require the submission of additional information at the discretion of the purchasing agent in writing.
The qualifications of a firm shall not deprive the OWNER of the right to accept a proposal, which in its judgement is the best value to the OWNER, to reject any and all proposals, to waive irregularities in the proposals, or to reject nonconforming, non- responsive, or conditional proposals. In addition, the OWNER reserves the right to reject any proposal where circumstances and developments have in the opinion of the OWNER changed the qualifications or responsibility of the firm.
Material misstatements on the qualifications forms may be grounds for rejection of the firm's proposal on this project.
Any such misstatement, if discovered after award of the contract to such firm, may be grounds for immediate termination of the contract. Additionally, the firm will be liable to the OWNER for any additional costs or damages to the OWNER resulting from such misstatements, including costs and attorney's fees for collecting such costs and damages.
Complete the following information for your organization:
Bidder’s General Information
Organization Doing Business As
Business Address of Principle Office
Telephone Numbers
Main Number
Fax Number
Web Site Address
Form of Business (Check One) A Corporation A Partnership An Individual If a Corporation Date of Incorporation
State of Incorporation
Chief Executive Officer’s Name
President’s Name
Vice President’s Name(s)
Secretary’s Name
Treasurer’s Name
If a Partnership Date of Organization
State whether partnership is general or limited
If an Individual Name
Business Address
Identify all individuals not previously named which exert a significant amount of business control over the organization
Indicators of Organization Size Average Number of Current Full Time Employees
Average Estimate of Revenue for the Current Year
Bidder’s Organizational Experience
Business Address of Regional Office
Name of Regional Office Manager
Telephone Numbers
Main Number
Fax Number
Web Site Address
Organization History List of names that this organization currently, has or anticipates operating under over the history of the organization, including the names of related companies presently doingbusiness:
Names of Organization From Date To Date
List of companies, firms or organizations that own any part of theorganization.
Name of companies, firms or organization Percent Ownership
Construction Experience Years experience in projects similar to the proposed project:
As a General Bidder As a Joint Venture Partner
Has this or a predecessor organization ever defaulted on a project or failed to complete any work awarded to it?
If yes provide full details in a separate attachment. See attachment No.
Has this or a predecessor organization been released from a proposal or proposal in the past ten years?
Has this or a predecessor organization ever been disqualification as a Bidder by any local, state, or federal agency within the last five years?
Is this organization or your proposed surety currently in any litigation or contemplating litigation?
Has this or a predecessor organization ever refused to construct or refused to provide materials defined in the contract documents?
Bidder’s Proposed Key Personnel
Proposed Project Organization Provide a brief description of the managerial structure of the organization and illustrate with an organizational chart.
Include the title and names of key personnel. Include this chart as an attachment to this description. See attachment No.
Provide a brief description of the managerial structure proposed for this project and illustrate with an organizational chart. Include the title and names of proposed key personnel and alternates. Include this chart as an attachment to this description. See attachment No.
Experience of Key Personnel Provide information on the key personnel proposed for this project that will provide the following key functions.
Provide information for candidates for each of these positions on the pages for each of these key personnel. Also provide biographical information for each primary and alternate candidate as an attachment. The biographical information must include the following as a minimum: technical experience, managerial experience, education and formal training, work history which describes project experience, including the roles and responsibilities for each assignment, and primary language. Additional information highlighting experience which makes them the best candidate for the assignment should also be included.
Role Primary Candidate Alternate Candidate Project Manager
Project Superintendent
Project Safety Officer
Quality Control Manager
If key personnel are to fulfill more than one of the roles listed above, provide a written narrative describing how much time will be devoted to each function, their qualifications to fulfill each role and the percentage of their time that will be devoted to each role. If the individual is not to be devoted solely to this project, indicate how time it to be divided between this project and their other assignments.
Proposed Project Managers
Primary Candidate Name of Individual
Years of Experience as Project Manager
Years of Experience with this organization
Number of similar projects as Project Manager
Number of similar projects in other positions
Current Project Assignments
Name of Assignment Percent of Time Used for this Project
Estimated Project Completion Date
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference) Name Name Title/ Position Title/ Position Organization Organization Telephone Telephone E-mail E-mail Project Project
Candidate role on Project
Candidate role on Project
Alternate Candidate Name of Individual
Years of Experience as Project Manager
Years of Experience with this organization
Number of similar projects as Project Manager
Number of similar projects in other positions
Current Project Assignments
Name of Assignment Percent of Time Used for this Project
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference)
Title/ Position Title/ Position Organization Organization Telephone Telephone E-mail E-mail Project Project
Candidate role on Project
Candidate role on Project
Proposed Project Superintendent
Name of Individual
Years of Experience as Project Superintendent
Years of Experience with this organization
Number of similar projects as Superintendent
Number of similar projects in other positions
Current Project Assignments
Name of Assignment Percent of Time Used for this Project
Reference Contact Information (listing names indicates approval to contacting the names individuals as areference)
Title/ Position Title/ Position Organization Organization Telephone Telephone E-mail E-mail Project Project
Candidate role on Project
Candidate role on Project
Years of Experience as Project Superintendent
Years of Experience with this organization
Number of similar projects as Superintendent
Number of similar projects in other positions
Current Project Assignments
Name of Assignment Percent of Time Used for this Project
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference)
Title/ Position Title/ Position Organization Organization Telephone Telephone E-mail E-mail Project Project
Candidate role on Project
Proposed Project Safety Officer
Name of Individual
Years of Experience as Project Safety Officer
Years of Experience with this organization
Number of similar projects as Safety Officer
Number of similar projects in other positions
Current Project Assignments
Name of Assignment Percent of Time Used for this Project
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference)
Title/ Position Title/ Position Organization Organization Telephone Telephone E-mail E-mail Project Project
Candidate role on Project
Years of Experience as Project Safety Officer
Years of Experience with this organization
Number of similar projects as Safety Officer
Number of similar projects in other positions
Current Project Assignments
Name of Assignment Percent of Time Used for this Project
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference)
Title/ Position Title/ Position Organization Organization Telephone Telephone E-mail E-mail Project Project
Candidate role on Project
Proposed Project Quality Control Manager
Name of Individual
Years of Experience as Quality Control Manager
Years of Experience with this organization
Number of similar projects as Quality Manager
Number of similar projects in other positions
Current Project Assignments
Name of Assignment Percent of Time Used for this Project
Reference Contact Information (listing names indicates approval to contacting the names individuals as areference)
Title/ Position Title/ Position Organization Organization Telephone Telephone E-mail E-mail Project Project
Candidate role on Project
Years of Experience as Quality Control Manager
Years of Experience with this organization
Number of similar projects as Quality Manager
Number of similar projects in other positions
Current Project Assignments
Name of Assignment Percent of Time Used for this Project
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference)
Title/ Position Title/ Position Organization Organization Telephone Telephone E-mail E-mail Project Project
Candidate role on Project
Bidder’s Project Experience and Resources
Projects Provide a list of major projects that are currently underway, or have been completed within the last ten years on Attachment A Provide a completed Project Information form (Attachment B) for projects that have been completed in the last five years which specifically illustrate the organizations capability to provide best value to the Owner for thisproject.
Include a completed Project Information form (Attachment B) for projects which illustrate the experience of the proposed key personnel.
Provide a description of your organizations approach to completing this project to provide best value for the Owner.
Including a description of your approach in the following areas:
1. Contract administration
2. Management of sub-contractor and suppliers
3. Time management
4. Cost control
5. Quality management
6. Project site safety
7. Managing changes to the project
8. Managing equipment
Equipment Provide a list of major equipment proposed for use on this project. Attach Additional Information if necessary
Equipment Item Primary Use on Project Own Will Buy Lease
Division of Work between Organization and Sub-Contractor What work will the organization complete using its own resources?
What work does the organization propose to subcontract on this project?
Bidder’s Sub-contractors and Vendors
Project Sub-contractors Provide a list of sub-contractors that will provide more than 10 percent of the work (based oncontract amounts
Name Work to be Provided Est. Percent of Contract
Provide information on the proposed key personnel, project experience and a description of past relationship and work experience for each sub-contractor listed above using the Project Information Forms.
Equipment Vendors Provide a list of major equipment proposed for use on this project. Attach Additional Information if necessary
Vendor Name Equipment / Material Provided Furnish Only
Furnish and Install
Attachment A
Current Projects and Project Completed within the last 10 Years
Project Owner Project Name
General Description of Project:
Project Cost Date Project Completed
Key Project Personnel Project Manager Project Superintendent Safety Officer Quality Control Manager
Name
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference) Name Title/ Position Organization Telephone E-mail
Owner
Designer
Construction Manager
Project Owner Project Name
General Description of Project:
Project Cost Date Project Completed
Key Project Personnel Project Manager Project Superintendent Safety Officer Quality Control Manager
Name
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference) Name Title/ Position Organization Telephone E-mail
Owner
Designer
Construction Manager
Project Owner Project Name
General Description of Project:
Project Cost Date Project Completed
Key Project Personnel Project Manager Project Superintendent Safety Officer Quality Control Manager
Name
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference) Name Title/ Position Organization Telephone E-mail
Owner
Designer
Construction Manager
Project Information Project Owner Project Name
General Description of Project
Project Budget and Schedule Performance Budget History Schedule Performance
Amount % of Proposal
Date Days
Proposal Notice to Proceed
Change Orders Contract Substantial Completion Date at Notice to Proceed
Owner Enhancements Contract Final Completion Date at Notice to Proceed
Unforeseen Conditions Change Order Authorized Substantial Completion Date
Design Issues Change Order Authorized Final Completion Date
Total Actual / Estimated Substantial Completion Date
Final Cost Actual / Estimated Final Completion Date
Key Project Personnel Project Manager Project Sup Safety Officer Quality Control Manager
Name
Percentage of Time Devoted to the Project
Proposed for this Project
Did Individual Start and Complete the Project?
If not, who started or completed the project in their place.
Reason for change.
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference) Name Title/ Position Organization Telephone E-mail
Owner
Designer
Construction Manager Surety Issues / Disputes Resolved or Pending Resolution by Arbitration, Litigation or Dispute Review Boards Number of Issues Resolved
Total Amount involved in Resolved Issues
Number of Issues Pending
Total Amount involved in Resolved Issues
PROPOSED LIST OF SUB-CONTRACTORS
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
Company Name Location Services Provided
THIS FORM SHALL BE COMPLETED AND RETURNED ALONG WITH YOUR PROPOSAL
IF NO SUB-CONTRACTORS WILL BE USED PLEASE INDICATE SO
SUBMITTED BY:
(PRINT NAME OF COMPANY)
POST-CLOSING DOCUMENT REQUIREMENTS
The below-listed document must be received in the Purchasing Department Not Later
Than when bonds and contracts are due to OWNER after the close date when proposals are due.
FINAL LIST OF SUB-CONTRACTORS
FINAL LIST OF SUB-CONTRACTORS
Company Name Location Services Provided
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
SUBMITTED BY:
(PRINT NAME OF COMPANY)
THIS FORM SHALL BE COMPLETED AND RETURNED NOT LATER THAN SEVEN BUSINESS
DAYS AFTER THE CLOSE DATE WHEN PROPOSALS ARE DUE
IF NO SUB-CONTRACTORS WILL BE USED PLEASE INDICATE SO
| THIS FORM SHALL BE COMPLETED AND RETURNED ALONG WITH YOUR PROPOSAL IF NO SUB-CONTRACTORS WILL BE USED PLEASE INDICATE SO |
| (PRINT NAME OF COMPANY) |
| POST-CLOSING DOCUMENT REQUIREMENTS |
| SUBMITTED BY: |
(PRINT NAME OF COMPANY)
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