SRS Shortlist training slides and TownHall Update Jul 2026.pdf

PPS 1

PPS 2

PROCUREMENT &

PROPERTY SERVICES

Region 8 SRS Shortlist Process

DISCUSSION

Presented by Steve Alves, CSA 11 Team Lead July 2026

Presentation is Recorded

PPS

Agenda

Introduction to R8/East Zone CSA and FAR 36 What is the SRS Shortlist / Authority The Steps Step 1 – What Do I Need Step 2 – Narrow Down the Firms Step 3 – Get More Information Step 4 – Make Recommendation

Contracting Initiates Negotiations

Introduction to R8/East Zone CSA and FAR 36

The SRS “Shortlist” falls under the East Zone CSA 11 and 12 for administration CSA 11 Steve Alves, Team Lead CSA 12 Jalisa Sims, Team Lead

Your Contracting Officer must have their AE warrant to negotiate with the contractor

Presenter Notes Presentation Notes

What is the SRS Shortlist / Authority

• FAR 36.602-5 What Is it? Expedited process to select the “best qualified” AE firm from a pre-qualified vendor pool.

36.602-5 Short selection process for contracts not to exceed the simplified acquisition threshold.

When authorized by the agency, either or both of the short processes described in this subsection may be used to select firms for contracts not expected to exceed the simplified acquisition threshold. Otherwise, the procedures prescribed in 36.602-3 and 36.602-4 shall be followed.

• Specific steps/controlled Process (36.602-5)

• (a) Selection by the board. The board shall review and evaluate architect-engineer firms in accordance with 36.602-3, except that the selection report shall serve as the final selection list and shall be provided directly to the contracting officer. The report shall serve as an authorization for the contracting officer to commence negotiations in accordance with 36.606.

• (b) Selection by the chairperson of the board. When the board decides that formal action by the board is not necessary in connection with a particular selection, the following procedures shall be followed:

How to Find the Annual SRS Shortlist Call For Qualifications

The Call for Qualification is ALWAYS issued on SAM.GOV The SRS DOES NOT advertise for individual projects The advertisement allows the USFS to create a pool of approved vendors for projects under $350K in value https://sam.gov/opp/1b5d2fcab0a147e880847ffbc6b4480c/vie w https://sam.gov/opp/1b5d2fcab0a147e880847ffbc6b4480c/view https://sam.gov/opp/1b5d2fcab0a147e880847ffbc6b4480c/view https://sam.gov/opp/1b5d2fcab0a147e880847ffbc6b4480c/view

Is This Worth My Firm’s Interest?

What Are You Projecting for Work Potential?

Can You Provide My Firm A List of Projected Projects?

I can, but “self-help” is always better. All federal agencies produce a “Procurement Forecast” twice a year. An initial and then a mid year update.

This tool provides a nationwide listing of upcoming federal contracting opportunities. All projected procurements are subject to revision or cancellation. Final decisions on competition, small business participation, estimated value, or any aspect of the procurement are made when a solicitation is posted to SAM.gov. This forecast data is for planning only and is not a commitment to purchase.

Direct questions about a planned procurement to the listed point of contact.

Here’s the forecast tools for the entire Federal Government https://business.defense.gov/Archived-Pages/Acquisition-Forecasts/ (Dept of War) https://www.acquisition.gov/procurement-forecasts (FAR Federal Agencies) https://acquisitiongateway.gov/forecast (USDA and other Civilian Agencies) https://sam.gov/content/home https://www.acquisition.gov/procurement-forecasts https://www.acquisition.gov/procurement-forecasts https://www.acquisition.gov/procurement-forecasts https://www.acquisition.gov/procurement-forecasts https://www.acquisition.gov/procurement-forecasts https://www.acquisition.gov/procurement-forecasts https://www.acquisition.gov/procurement-forecasts https://www.acquisition.gov/procurement-forecasts https://www.acquisition.gov/procurement-forecasts https://www.acquisition.gov/procurement-forecasts https://acquisitiongateway.gov/forecast https://acquisitiongateway.gov/forecast

What Does the Forecast Look Like?

The forecast is for all USDA Agencies for ALL types of supplies, services. You will have to sort the excel or csv spreadsheet!!

Helpful Suggestion

Filter to SRS Shortlist Naics 541320 541330 541340 541350 541360 541370 541380 541410 541620 541690 Filter to SRS “States” and “Territories”

AL AK AR FL GA KY LA MS NE

NC OK OR SC TN TX VA WA PR VI

SORTED EXAMPLE _ TRUNCATED!

USDA Nation Wide 55 AE Projected USDA Nation Wide 17 AE Projected Under 350K

USDA R8 7 Potential SRS AE Projected Under 350K

RPT # STATE NAICS PHASE

Total Awards By PSC/NAICS / State 2024-2026

Row Labels Sum of Amount, Total

Obligation

C1AA $316,627.00

Architect and Engineering- Construction: Office Buildings $316,627.00

C1AZ $79,327.00

Architect and Engineering- Construction: Other Administrative Facilities and Service Buildings $79,327.00

C1EZ $115,000.00

Architect and Engineering- Construction: Other Industrial Buildings $115,000.00

C1FB $583,603.43

Architect and Engineering- Construction: Recreational Buildings $583,603.43

C1FZ $116,760.00

Architect and Engineering- Construction: Other Residential Buildings $116,760.00

C1JZ $719,500.00

Architect and Engineering- Construction: Miscellaneous Buildings $719,500.00

C1KA $684,304.79

Architect and Engineering- Construction: Dams $684,304.79

C1KZ $232,726.00

Architect and Engineering- Construction: Other Conservation and Development Facilities $232,726.00

C1LB $1,249,746.10

Architect and Engineering- Construction: Highways, Roads, Streets, Bridges, and Railways Includes: Resurfacing $1,249,746.10

C1NE $232,076.25

Architect and Engineering- Construction: Water Supply Facilities $232,076.25

C1PA $22,500.00

Architect and Engineering- Construction: Recreational Facilities (Non-Building) $22,500.00

C1PB $6,700.00

Architect and Engineering- Construction: Exhibit Design (Non- Building) $6,700.00

C212 $124,062.00 Architect and Engineering- General: Engineering Drafting, Not CAD/CAM Excludes: CAD/CAM (PSC D313) $124,062.00

C213 $223,077.77 Architect and Engineering- General: Inspection (Non-Construction) $223,077.77

C219 $1,717,663.00 Architect and Engineering- General: Other $1,717,663.00

Grand Total $6,423,673.34

Row Labels Sum of Amount, Total Obligation

AL $466,931.00

AR $545,775.03

FL $79,327.00

GA $13,038.00

MS $86,381.89

NC $2,115,063.15

PR $757,819.40

TN $373,562.00

TX $234,427.00

VA $150,595.56

(blank) $1,600,753.31 Grand Total $6,423,673.34

PRIMARY SERVICE CODE STATE OF PROJECT(S)

541310 541330 541370 541410 541620 Grand Total Sum of

Amount, Total

Obligation

$502,655.87 $4,686,154.47 $409,926.00 $67,127.00 $757,810.00 $6,423,673.34

NAICS OF PROJECT AWARD(S)

541310 Architectural Services 541330 Engineering Services 541370 Surveying and Mapping (except Geophysical) 541410 Interior Design Services 541620 Environmental Consulting Services

56 Projects as of 7/29/2026

Year 1 - 2024 Location of Projects 27 Awards / $2.5M

Award Number Program Vendor, Name Purpose Owner, Name Office Code, Issuing Date, PoP Start Amount, Total Obligation

12445224C0035 UNSPECIFIED DJ&A, P.C. The purpose of this modification is for Yokahu Tower Wastewater System A-E Design Project. ZORTMAN, PENNY R 4452 7/17/2024 $349,884.87

12445124C0029 NA ATRIAX, P.L.L.C. Bridge Design COTTON, CHARLES C 4451 9/9/2024 $249,880.02

12445224C0010 NA

THOMPSON-GORDON-

SHOOK ENGINEERS INC A&E Davidson River Road Repair Design Project ZORTMAN, PENNY R 4452 3/28/2024 $250,000.00

12445124C0038 ATERRA SOLUTIONS, LLC Prior to NRE Approval Requirement Spring Lake Dam Advisory and Assistance (AE) Grillot Construction Walkways Deobligation of Excess funds for closeout ALVES, STEVEN J 4451 9/30/2024 $6,700.00

12475619C0015

THOMPSON-GORDON-

SHOOK ENGINEERS INC The purpose of this Modification is to de-obligate remaining funds on line item 2 for closeout. SIMS, JALISA C 4452 9/30/2024 $124,062.00

12445224C0039 NA

SUMMIT ENGINEERING

GROUP, INC The purpose of this No Cost Modification is to extend the Period of Performance end date from 7/4/25 to 9/30/25 only. ZORTMAN, PENNY R 4452 9/20/2024 $189,400.00

12445224C0028 NA

ALPHA & OMEGA GROUP

PC (In-Scope Mod) R8 SRS Shortlist - Panther Top Shooting Range Design Modifications; Modification P00002 ROVIRA FERNANDEZ, JUAN C 4452 9/19/2024 $31,760.00

12445124C0025 NA ATERRA SOLUTIONS, LLC R8 SRS Shortlist Operation & Maintenance Inspections and Plans for 4 Dams ALVES, STEVEN J 4451 9/9/2024 $69,648.00

12445124C0035 NA HUVAL & ASSOCIATES, INC R8 SRS Shortlist Virginia Creeper Trail Bridge Load Ratings WPAP#690754 DOYLE, ADAM L 4451 9/30/2024 $0.00

12445124C0031 NA ATERRA SOLUTIONS, LLC R8 SRS SHORTLIST AWARD - Bear Creek Lake Dam Embankment Alternatives Analysis ALVES, STEVEN J 4451 9/18/2024 $60,850.79 12445124C0016 NA DJ&A, P.C. Bridge Load Ratings - Southern Region 688878 COTTON, CHARLES C 4451 7/17/2024 $62,012.00

12445124C0030 NA OBRIEN ENGINEERING INC R8 SRS Shortlist Ratcliff Dam O&M plan VOZZO, NICHOLAS J 4451 9/16/2024 $18,400.00

12445124C0032 NA ATHENA - GEOSYNTEC JV R8 SRS SHORTLIST 081000 SO-CON Ozark-Dams O&M Inspections 692350 ALVES, STEVEN J 4451 9/30/2024 $74,602.88

12445224C0048 NA ISAIAH ENGINEERING, INC Yokahu Tower Wastewater Facility Fixtures Design SIMMONS, BRENDA 4452 9/17/2024 $40,000.00

12445224C0016 NA

COLE SURVEYING AND

DESIGN, PA The purpose of this modification is to extend the completion date to 30 September 2024. ALLENDE, JOSE B 4452 6/1/2024 $22,500.00

12445224C0043 NA

THOMPSON-GORDON-

SHOOK ENGINEERS INC SRS Shortlist-Pisgah NF Trail Bridge Designs - Avery Creek, MTS, Barnett Branch 689358- ROBINSON, KEISHA N 4452 8/27/2024 $116,000.00

12445124C0022 NA ATHENA - GEOSYNTEC JV SRS SHORTLIST: Ohkissa MS DAM INSPECTION ALVES, STEVEN J 4451 8/14/2024 $20,426.89

12445124C0020 NA ATHENA - GEOSYNTEC JV 172C-0.722 Jones Creek Bridge Geotechnical Investigation 687994 COTTON, CHARLES C 4451 8/14/2024 $36,172.65

12445124C0006 NA ISAIAH ENGINEERING, INC R8 SRS SHORTLIST SELECTION: A-E Design Project for PR-191 K.M. 10.4 Embankment Failure Repair (Big Tree Trail Head) ALVES, STEVEN J 4451 5/13/2024 $123,434.53

12445224C0006 ISAIAH ENGINEERING, INC Forest Water Wells Renewable & Alternative Energy Design Project DAVIDSON, JOHN L 4452 1/22/2024 $232,076.25

12445224C0019 NA

MCMAHAN & ASSOCIATES,

P.A R8 SRS Shortlist - C-555 TOOTLE ROAD ROW SURVEY ROVIRA FERNANDEZ, JUAN C 4452 7/8/2024 $12,500.00

12445224C0024 NA ATERRA SOLUTIONS, LLC Rock Creek Dam 2024 Operations and Maintenance Inspection ZORTMAN, PENNY R 4452 6/24/2024 $13,038.00

12445224C0011 NA

STOA

INTERNATIONAL/FLORIDA,

INC. The purpose of this modification is to extend the PoP date from 5/29 to 6/29/24. ALLENDE, JOSE B 4452 3/29/2024 $67,127.00

$2,534,825.88

Year 2 - 2025 Location of Projects 18 Awards / $2.2M

Award Number Program Vendor, Name Purpose Owner, Name Office Code, Issuing Date, PoP Start Amount, Total Obligation

12445225C0029

ACTIVE FOREST

MANAGEMENT THOMPSON-GORDON-SHOOK ENGINEERS INC Purpose of this Modification is to extend the Period of Performance end date from 7/8/26 to 10/30/26.

ZORTMAN, PENNY

R 4452 10/10/2025 $225,000.00

12445225C0020 UNSPECIFIED FAIRWAY CONSULTING AND ENGINEERING, LLC

R8 SRS Shortlist- Region 8 Engineering, USFS Feasibility Studies, Water and Wastewater Facilities; WPAP 715202 - Amendment 000001 to descope. ATTN: Dennis Koba. KOBA, DENNIS 4452 10/1/2025 $248,500.00

12445225C0021

DISASTER

RECOVERY THOMPSON-GORDON-SHOOK ENGINEERS INC The purpose of this Modification is to extend the Period of Performance end date from 6/1/26 to 7/8/26.

ZORTMAN, PENNY

R 4452 10/10/2025 $175,000.00

12445225C0022

DISASTER

RECOVERY ISAIAH ENGINEERING, INC

The purpose of this Modification is for the historic culvert assessment in Mt. Britton Trail & extend POP by 31 days ending 8/31/26.

ZORTMAN, PENNY

R 4452 10/10/2025 $244,500.00

12445125C0011

RECREATION

ACCESS AND

INFRASTRUCTURE ATHENA - GEOSYNTEC JV

NRE-2018 APPROVED 07/02/2025 OZARK- ST FRANCIS 080236 Engineering Dams Emergency Action Plan (EAP) and tabletop exercise incorporate the mandatory contract clause FAR 52.222 90 ALVES, STEVEN J 4451 9/29/2025 $197,674.50

12445125C0014

RECREATION

ACCESS AND

INFRASTRUCTURE ATERRA SOLUTIONS, LLC

NRE-3713 APPROVED 08192025 Ratcliff Lake Dam TX - EAP - Table Top Exercise AE DESIGN incorporate the mandatory contract clause FAR 52.222 90 ALVES, STEVEN J 4451 9/29/2025 $63,256.00

12445125C0010

RECREATION

ACCESS AND

INFRASTRUCTURE ATERRA SOLUTIONS, LLC

NRE-2311 DOGE Approved 6/26/2025 To prepare an emergency action plan and conduct a tabletop exercise for Rock Creek Dam. incorporate the mandatory contract clause FAR 52.222 90 ALVES, STEVEN J 4451 9/30/2025 $65,955.00

12445525P0008 NA SETTY & ASSOCIATES INTERNATIONAL PLLC Extending PoP for A&E to cover construction.

MALLEY,

CHRISTOPHER J 4455 3/17/2025 $79,327.00

12445225C0023 NA MARRERO, COUVILLON & ASSOCIATES, L.L.C. The purpose of this Modification is to extend the Period of Performance end date from 3/10/26 to 10/22/26.

ZORTMAN, PENNY

R 4452 10/10/2025 $250,000.00

12445125C0002 NA MARRERO, COUVILLON & ASSOCIATES, L.L.C.

NRE-0854 Approval 05/12/2025 GAOA AS REQUIRE BY LAW R8 SRS SHORTLIST AWARD - GAOA - Blanchard Sewage Line Replacement - A-E Design 696848 No Cost Extension for Holiday Scheduling ALVES, STEVEN J 4451 5/26/2025 $63,299.50

12445225C0027 NA ATERRA SOLUTIONS, LLC NRE - Eng Dams Operations and Maintenance Plans for Dams CNF

ZORTMAN, PENNY

R 4452 10/1/2025 $49,829.00

12445225C0026 NA ATERRA SOLUTIONS, LLC DISASTER FUNDS; NRE-2018 082036 ENG Dams Payne Lake Emergency Plan and Tabletop Exercise

ZORTMAN, PENNY

R 4452 10/1/2025 $66,931.00

12445125C0005 NA DJ&A, P.C. NRE-1778 DOGE APPROVED 6/3/2025 CRAB - Bridge Load Ratings COTTON, CHARLES C 4451 9/5/2025 $57,726.

12445225C0011 NA MGE ENGINEERING, INC Class Exception: Disaster, Hurricane Helene, BLI; N9W0 R8 SRS shortlist - Pisgah NF Geotechnical Investigations SIMS, JALISA C 4452 8/7/2025 $279,033.82

12445225C0010 NA COLE SURVEYING AND DESIGN, PA

MOD P0001: INSCOPE, NO COST, POP EXT ONLY. Class Exception: Disaster, Hurricane Helene, BLI; CSMO R8 SRS shortlist - Balsam Lake Fishing Trail and Day Use Area Disaster Repairs Site Survey KOBA, DENNIS 4452 6/2/2025 $12,500.00

12445225C0009 NA COLE SURVEYING AND DESIGN, PA

MORATORIUM EXCEPTION UNDER BLI CMSO FOR HURRICANE HELENE R8 SRS Shortlist - Nantahala River Retaining Wall Survey KOBA, DENNIS 4452 4/30/2025 $13,500.00

12445125C0001 HTW & ASSOCIATES, P.A. R8 SRS SHORTLIST - Deer Work Center A/E Design OZARK NF ARK ALVES, STEVEN J 4451 1/1/2025 $115,000.00

$2,285,394.22

Year 3 - 2026 “Projection” Two Fronts

Normal Design As Usual Complete projects requests still pending

Funding still pending

Procurement Forecast incomplete

Future Projection

Trends of previous year (2024) showed significant “daily” requests over 20-23

Trend reflects funding from Great American Outdoor Act (GAOA)

GAOA was renewed so upward trend is expected to continue

541310 / 541330 / 541370 trending higher

Disaster Funding Disaster plus ups for recovery efforts

($ B)

States/Territories Receiving funding

(FL / GA/ NC / PR / SC / TN / TX / VA)

Rapid Response/Design Work Required!

Potential Types of Projects

Inspections / Studies / Analysis

Boundary Surveys - 541370

Roads, Bridges, Trail - 541330

Sanitation design potential

Year 3* - 2026 Location of Projects 11 Awards / $2M

Award Number Program Vendor, Name Purpose Owner, Name Office Code, Issuing

Date, Award

Amount, Total Obligation

12445226C0010 DISASTER RECOVERY COLE SURVEYING AND DESIGN, PA Hurricane Helene Recovery Surveys at Recreation Sites ROBINSON, KEISHA N 4452 6/24/2026 $285,000.00

12445226C0004 UNSPECIFIED SUMMIT ENGINEERING GROUP, INC

R8 SRS Shortlist Brevard Sewer Infrastructure

Solicitation & Construction Phase Services CRANFORD, ANDREW T 4452 6/17/2026 $214,000.00 12445226C0009 ACTIVE FOREST MANAGEMENT TUNNELL SPANGLER & ASSOCIATES INC Croatan RDO A&E Support and Commissioning KOBA, DENNIS 4452 5/26/2026 $180,380.00

12445126C0007

RECREATION ACCESS AND

INFRASTRUCTURE ATRIAX, P.L.L.C.

DOGE/MORATORIUM REVIEW EXEMPT- Disaster Recovery from Helene Damage, BLI DCNCJ925 Pisgah NF Disaster Recovery - Suspension Bridge Replacement Designs COTTON, CHARLES C 4451 5/19/2026 $249,213.08

12445126C0015

RECREATION ACCESS AND

INFRASTRUCTURE SZPM-ALPHA MPJV

NRE-3160 Approved 07282025 FY26-014110 Approved 05042026 BY LAW GAOA Project 8CN Virginia Waterfall Trails incorporate the mandatory contract clause FAR

52.222 99 COTTON, CHARLES C 4451 5/14/2026 $80,947.56

12445126C0017 SAFETY AT THE CORE ATERRA SOLUTIONS, LLC

FY26-002005 approved 02242026 incorporate the mandatory contract clause FAR 52.222 90 Conduct/prepare TTX_EAP for MS and VA high risk dams ALVES, STEVEN J 4451 5/7/2026 $299,224.00

12445226C0007 UNSPECIFIED FAIRWAY CONSULTING AND ENGINEERING, LLC 2026 Region 8 Water and Wastewater Feasibility Studies KOBA, DENNIS 4452 4/30/2026 $307,930.00

12445126C0005

RECREATION ACCESS AND

INFRASTRUCTURE STUDIO OUTSIDE LLC

NRE-2169 APPROVED 6/16/25 BLI V5E0 Crabtree Falls Trail Renovations incorporate the mandatory contract clause FAR 52.222 90 ALVES, STEVEN J 4451 4/29/2026 $152,771.00

12445226C0008 UNSPECIFIED STUDIO OUTSIDE LLC Ocoee Whitewater Center Master Plan CRANFORD, ANDREW T 4452 4/13/2026 $249,500.00 12445226C0002 NA MCMAHAN & ASSOCIATES, P.A To acquire a Right of Way survey and recordable plat KOBA, DENNIS 4452 4/9/2026 $6,200.00

12445226C0006 NA COLE SURVEYING AND DESIGN, PA Round Bald Trail Survey for Disaster Recovery Planning KOBA, DENNIS 4452 4/9/2026 $21,000.00

$2,046,165.64

Preparing Your Firm’s Submittal

The SRS Shortlist Package Documents

Attachment A 2026 AE SUBMITTAL COVER SHEET

Attachment B 2026 STANDARD FORM 330

Attachment C 2026 DESIGN FEE LIMITATION NOTICE

Attachment D 2026 SBA Table of Size Standards March 17 2023 Rev excerpt

Attachment E AE RFP EXAMPLE FORMAT NO PROJECT

Attachment F 2020_PRIOR YEAR QUESTIONS ASKED

Attachment A 2026 AE SUBMITTAL COVER SHEET This “builds” our excel database

Tips and Technics For SF330 Review

PART I - CONTRACT-SPECIFIC QUALIFICATIONS

Showing your “Best Qualified” justification. Your firms' capabilities (who/what/where) Composition of Your Firm to Meet the USFS “generic” needs

SRS Call for Qualifications “Generic Nature” due to unknown requirements

• replacements, bridges, roads, and trails

• surveying (construction and property)

• construction inspection/safety inspections of roads, bridges under FP-14 and state laws

• design of repairs to small dams and impoundments

• laboratory repairs and renovations

• review and design of HVAC systems upgrades

• green building construction and certification consultation

• historic preservation

• renovations to improve energy efficiency and address safety concerns

• design of small warehouses and offices

• energy audits and studies

• design of photovoltaic and other renewable energy systems

• review and design of electrical systems

• drafting services

• overall facility condition assessments

• geotechnical investigation, and environmental (RCRA, CECRLA, CWA, etc.) investigations, reviews, inventories, audits, and coordination of RCRA and other waste disposal salves Highlight

Total Awards By PSC/NAICS / State 2024-2026

Row Labels Sum of Amount, Total

Obligation

C1AA $316,627.00

Architect and Engineering- Construction: Office Buildings $316,627.00

C1AZ $79,327.00

Architect and Engineering- Construction: Other Administrative Facilities and Service Buildings $79,327.00

C1EZ $115,000.00

Architect and Engineering- Construction: Other Industrial Buildings $115,000.00

C1FB $583,603.43

Architect and Engineering- Construction: Recreational Buildings $583,603.43

C1FZ $116,760.00

Architect and Engineering- Construction: Other Residential Buildings $116,760.00

C1JZ $719,500.00

Architect and Engineering- Construction: Miscellaneous Buildings $719,500.00

C1KA $684,304.79

Architect and Engineering- Construction: Dams $684,304.79

C1KZ $232,726.00

Architect and Engineering- Construction: Other Conservation and Development Facilities $232,726.00

C1LB $1,249,746.10

Architect and Engineering- Construction: Highways, Roads, Streets, Bridges, and Railways Includes: Resurfacing $1,249,746.10

C1NE $232,076.25

Architect and Engineering- Construction: Water Supply Facilities $232,076.25

C1PA $22,500.00

Architect and Engineering- Construction: Recreational Facilities (Non-Building) $22,500.00

C1PB $6,700.00

Architect and Engineering- Construction: Exhibit Design (Non- Building) $6,700.00

C212 $124,062.00 Architect and Engineering- General: Engineering Drafting, Not CAD/CAM Excludes: CAD/CAM (PSC D313) $124,062.00

C213 $223,077.77 Architect and Engineering- General: Inspection (Non-Construction) $223,077.77

C219 $1,717,663.00 Architect and Engineering- General: Other $1,717,663.00

Grand Total $6,423,673.34

Row Labels Sum of Amount, Total Obligation

AL $466,931.00

AR $545,775.03

FL $79,327.00

GA $13,038.00

MS $86,381.89

NC $2,115,063.15

PR $757,819.40

TN $373,562.00

TX $234,427.00

VA $150,595.56

(blank) $1,600,753.31 Grand Total $6,423,673.34

PRIMARY SERVICE CODE STATE OF PROJECT(S)

541310 541330 541370 541410 541620 Grand Total Sum of

Amount, Total

Obligation

$502,655.87 $4,686,154.47 $409,926.00 $67,127.00 $757,810.00 $6,423,673.34

NAICS OF PROJECT AWARD(S)

541310 Architectural Services 541330 Engineering Services 541370 Surveying and Mapping (except Geophysical) 541410 Interior Design Services 541620 Environmental Consulting Services

SF-330 PART I

https://www.andanaconsulting.com/2022/03/16/general-rules-for-the-sf330/

•Part I – Section D – Organizational Chart. The org chart demonstrates alignment of the Key Personnel to the required disciplines. General rules – only show the personnel you are providing resumes for in Section E. No need to add extra names just to show depth – use Section H.

•Part I – Section E – Resumes. Agencies evaluate your Professional Qualifications by reviewing resumes of Key Personnel. Make sure your resumes meet the requirements for education, certifications, and experience. General rules – one page per resume, five projects per resume, project experience within the last 10 years (be sure to check the requirements) •Part I – Section A-C – Firm information. This is where you list your contact information and detail the locations and expertise of your team. General rules – the locations in Section C align to your Part IIs which align to the locations of the Key Personnel in Section E. No need to show other office locations in C.

•Part I – Section F – Projects. Agencies evaluate your team’s Specialized Experience and Technical Competence by reviewing the 10 projects in Section F. Make sure your projects are well-rounded to demonstrate experience with the required services and scopes in the synopsis. General rules – one page per project, no more than 10 projects (though check the requirements – these rules often change).

•Part I – Section G – Matrix. Sometimes the trickiest part of the SF330, the matrix cross references the Key Personnel from Section E to the projects in Section F. This is a snapshot for evaluators to see if your people worked on your projects, and if your teaming partner firms have worked together. General rules – We like to aim for at least one X per project and at least one X per person.

Sometimes, for specialty services like archaeology, the person will not have an X since they don’t work on every projects. For your main personnel, like Project Manager, it is stronger to show them managing several similar projects.

The more Xs your matrix has, the better, but evaluators understand nuances for specialty roles and new hires. Make a point to explain this in Section H too.

•Part I – Section H – Additional Information. This section is the narrative. The synopsis usually outlines what content agencies want to see in this narrative. Contents usually include the firm overviews, discussions of past performance, capacity, knowledge of locality, geographic location, additional experience, additional professional qualifications, quality control, and/or program management. Sometimes other information is required such as small business participation or volume of DoD awards. General rules -Review the synopsis carefully to make sure you include all the narratives they require.

Sometimes they ask for additional details here (such as percent involvement of each teaming partner or the DUNS and TIN of the prime). You don’t want to miss including those items.

PPS 21

https://www.andanaconsulting.com/2022/03/16/general-rules-for-the-sf330/ https://www.helpeverybodyeveryday.com/proposal-development/2356-sf330

SF-330 PART II

https://www.andanaconsulting.com/2022/03/16/general-rules-for-the-sf330/

•Part IIs. The Part IIs are required for each firm on your team, and for each location shown on Section E Resumes. These locations line up with Section C. General rules – If you have a teaming partner but are not showing a resume from their firm, they still must have a Part II and still must be shown on Section C. Just select the primary office that will do the work for your contract. Part IIs must be signed and dated, usually once a year is fine, they do not need updated for each pursuit just make sure they are signed within a year of the submission date (unless otherwise noted in the requirements).

•Attachments. Sometimes attachments are required to support your SF330. Most of the time these include PPQs/CPARS, JV Agreements, Small Business Participation Plans, or copies of licenses, or other documents required by the synopsis. General rules – If needed, we reference the attachments where appropriate in Section H. Then, we provide the attachments either after the signature page of Part I or after the Part IIs. Tabs or cover pages help evaluators find what they need.

https://www.andanaconsulting.com/2022/01/26/cpars-vs-ppqs-common-questions/ https://www.andanaconsulting.com/2022/03/16/general-rules-for-the-sf330/ https://www.helpeverybodyeveryday.com/proposal-development/2356-sf330

Tips and Technics For SF330 Review

PART II - GENERAL QUALIFICATIONS

Block 9 - How many employees and disciplines

Block 10 - PROFILE OF FIRM'S EXPERIENCE AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS

Block 11 - ANNUAL AVERAGE PROFESSIONAL SERVICES REVENUES OF FIRM FOR LAST 3 YEARS

The Best Qualified Process

Best Qualified Your Search Process and Goal – Funnel For Success

Best Qualified

SF330

Part II

NAICS

State

Socio Eco

Your Search is for “BEST QUALIFIED

Steps 1 and 2

• NAICs- The type of engineering firm

• SF330

• Section II Sort by experience categories /

• Review of Section I

• Socio-Eco – set aside consideration

• Other Factors

• State – Where is the construction?

• Special skills required

• Documenting both steps!

Steps 3 and 4

• Discussions/Interviews/letters

• Final Recommendation

• Documenting both steps!

SF330

Part I

Best Qualified STEPS 1 and 2 Your Search Process and Goal – Funnel For Success

Best Qualified

SF330

Part II

NAICS

State

Socio Eco

Your Search is for “BEST QUALIFIED

Steps 1 and 2

• NAICs- The type of engineering firm

• SF330

• Section II Sort by experience categories /

• Review of Section I

• Socio-Eco – set aside consideration

• Other Factors

• State – Where is the construction?

• Special skills required

• FACTOR 1 Professional Qualifications

• FACTOR 2 Past Performance

• FACTOR 3 Experience

• FACTOR 4 Capacity

• FACTOR 5 Location

SF330

Part I

STEP 1: BEGIN BY IDENTIFYING SHORTLISTED FIRMS FOR YOUR PROJECT

(Form Found in Pinyon A-02 AE Req Forms_AE Recom_Data Request Folder NEW 2026 FORM!)

Talk about the project Provide Key Details

Start/Stop/NAICS/Set Aside/Cost Break down Design and

Analytics 6% design fee applies!

Step 1 Drop Downs 1st Filter – business size

Socio-Set aside 2nd Filter NAICS

Type of Service 3rd Filter Location 4th “other”

Talk About Your Project

Step 1 “New 2024 Field” For Sorting

SF330 PART II - GENERAL QUALIFICATIONS

10. PROFILE OF FIRM'S EXPERIENCE AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS

Now available as a “Funnel” Filter on Excel Spreadsheet!

Detailed Experience to Project

People

Where’s the Work

List of Experience Categories (Profile Codes)

Acoustics, Noise Abatement Aerial Photography; Airborne Data and Imagery Collection and Analysis Agricultural Development; Grain Storage; Farm Mechanization Air Pollution Control Airports; Navaids; Airport Lighting; Aircraft Fueling Airports; Terminals and Hangars; Freight Handling Arctic Facilities Animal Facilities Anti-Terrorism/Force Protection Asbestos Abatement Auditoriums & Theaters Automation; Controls; Instrumentation

Barracks; Dormitories Bridges

Cartography Cemeteries (Planning & Relocation) Charting: Nautical and Aeronautical Chemical Processing & Storage Child Care/Development Facilities Churches; Chapels Coastal Engineering Codes; Standards; Ordinances Cold Storage; Refrigeration and Fast Freeze Commercial Building (low rise) ; Shopping Centers Community Facilities Communications Systems; TV; Microwave Computer Facilities; Computer Service Conservation and Resource Management Construction Management Construction Surveying Corrosion Control; Cathodic Protection; Electrolysis Cost Estimating; Cost Engineering and Analysis; Parametric Costing; Forecasting Cryogenic Facilities

Dams (Concrete; Arch) Dams (Earth; Rock); Dikes; Levees Desalinization (Process & Facilities) Design-Build - Preparation of Requests for Proposals Digital Elevation and Terrain Model Development Digital Orthophotography Dining Halls; Clubs; Restaurants Dredging Studies and Design

Ecological & Archeological Investigations Educational Facilities; Classrooms Electrical Studies and Design Electronics Elevators; Escalators; People-Movers Embassies and Chanceries Energy Conservation; New Energy Sources Engineering Economics Environmental Impact Studies, Assessments or Statements Environmental and Natural Resource Mapping Environmental Planning Environmental Remediation Environmental Testing and Analysis

Fallout Shelters; Blast-Resistant Design Field Houses; Gyms; Stadiums Fire Protection Fisheries; Fish ladders Forensic Engineering Forestry & Forest products

Garages; Vehicle Maintenance Facilities;

Parking Decks

Gas Systems (Propane; Natural, Etc.)

Geodetic Surveying: Ground and Air-borne

Geographic Information System Services:

Development, Analysis, and Data Collection

Geospatial Data Conversion: Scanning, Digitizing, Compilation, Attributing, Scribing, Drafting Graphic Design

Harbors; Jetties; Piers, Ship Terminal Facilities Hazardous Materials Handling and Storage Hazardous, Toxic, Radioactive Waste Remediation Heating; Ventilating; Air Conditioning Health Systems Planning Highrise; Air-Rights-Type Buildings Highways; Streets; Airfield Paving; Parking Lots Historical Preservation Hospital & Medical Facilities Hotels; Motels Housing (Residential, Multi-Family;

Apartments; Condominiums) Hydraulics & Pneumatics Hydrographic Surveying

STANDARD FORM 330 (REV. 7/2021)

PAGE 6 OF INSTRUCTIONS

Code Description Code Description A01 A02

A03 A04 A05 A06 A07 A08 A09 A10 A11 A12

B01 B02

C01 C02 C03 C04 C05 C06 C07 C08 C09 C10 C11 C12 C13 C14 C15 C16 C17 C18

C19

D01 D02 D03 D04 D05 D06 D07 D08

E01 E02 E03 E04 E05 E06 E07 E08 E09

E10

E11 E12 E13

F01 F02 F03 F04 F05 F06

G01

G02

G03

G04

G05

G06

H01

H02 H03

H04 H05 H06 H07

H08 H09 H10 H11

H12 H13

List of Experience Categories (Profile Codes continued)

Product, Machine Equipment Design

Pneumatic Structures, Air-Support Buildings

Postal Facilities

Power Generation, Transmission, Distribution

Public Safety Facilities

Radar; Sonar; Radio & Radar Telescopes

Radio Frequency Systems & Shieldings

Railroad; Rapid Transit

Recreation Facilities (Parks, Marinas, Etc.)

Refrigeration Plants/Systems

Rehabilitation (Buildings; Structures; Facilities)

Remote Sensing

Research Facilities

Resources Recovery; Recycling

Risk Analysis

Rivers; Canals; Waterways; Flood Control

Roofing

Safety Engineering; Accident Studies; OSHA Studies

Security Systems; Intruder & Smoke Detection

Seismic Designs & Studies

Sewage Collection, Treatment and Disposal

Soils & Geologic Studies; Foundations

Solar Energy Utilization

Solid Wastes; Incineration; Landfill

Special Environments; Clean Rooms, Etc.

Structural Design; Special Structures

Surveying; Platting; Mapping; Flood Plain Studies

Sustainable Design

Swimming Pools

Storm Water Handling & Facilities

Telephone Systems (Rural; Mobile; Intercom, Etc.)

Testing & Inspection Services Traffic & Transportation Engineering Topographic Surveying and Mapping Towers (Self-Supporting & Guyed Systems) Tunnels & Subways

STANDARD FORM 330 (REV. 7/2021)

PAGE 7 OF INSTRUCTIONS

Code Description Code Description I01 I02

I03

I04

I05

I06

J01

L01

L02

L03

L04

L05

L06

M01

M02

M03

M04

M05

M06

M07

M08

N01

N02

N03

O01 O02 O03

P01

P02

P03

P04

P05

P06

P07

P08

P09

P10

P11

P12

P13

R01

R02

R03

R04

R05

R06

R07

R08

R09

R10

R11

R12

S01

S02

S03

S04

S05

S06

S07

S08

S09

S10

S11

S12

S13

T01

T02 T03 T04 T05 T06

Industrial Buildings; Manufacturing Plants

Industrial Processes; Quality Control

Industrial Waste Treatment

Intelligent Transportation Systems

Interior Design; Space Planning

Irrigation; Drainage

Judicial and Courtroom Facilities

Laboratories; Medical Research Facilities

Land Surveying

Landscape Architecture

Libraries; Museums; Galleries

Lighting (Interior; Display; Theater, Etc.)

Lighting (Exteriors; Streets; Memorials;

Athletic Fields, Etc.)

Mapping Location/Addressing Systems

Materials Handling Systems; Conveyors; Sorters

Metallurgy

Microclimatology; Tropical Engineering

Military Design Standards

Mining & Mineralogy

Missile Facilities (Silos; Fuels; Transport)

Modular Systems Design; Pre-Fabricated Structures or Components

Naval Architecture; Off-Shore Platforms

Navigation Structures; Locks

Nuclear Facilities; Nuclear Shielding

Office Buildings; Industrial Parks Oceanographic Engineering Ordnance; Munitions; Special Weapons

Petroleum Exploration; Refining

Petroleum and Fuel (Storage and Distribution)

Photogrammetry

Pipelines (Cross-Country - Liquid & Gas)

Planning (Community, Regional, Areawide and State)

Planning (Site, Installation, and Project)

Plumbing & Piping Design

Prisons & Correctional Facilities

Step 1 – Narrow Down the Firms “Excel –ent!

Form in pinyon One-Stop Shot A-03 AE SHORLIST EXCEL

Simple Filter Process using step 1 “selections”

NAICS

SF330 Part II Details Socio Economic

X-SB

Other Factor Picked State where construction occurs

Use the Excel Spreadsheet

Step 1 “Experience Categories ” For Sorting Using Experience Categories to Review “More” SF-330s

• 158 Experience Categories in which the firms have stated their income generated

• May be both prime, Joint Venture and subcontractors

• The higher the number, the more funding generated

• Has both pluses and minuses for use

• Allows “focused” SF-330 pulls versus random luck

STEP 2: ANALYZE YOUR INITIAL RESULTS

Select at least 3, generally no more than 5 (yes, you can do more) from your step 1 excel narrow down

Work with your CO to review SF- 330s (PII INFO!!!!)

“New” – Rate your confidence in the company’s abilities based upon the SF-330 review

Pro Quals (Exeptional/Acceptable/Marginal/ Unaccept/No Rating)

Past Per(Two Drop Downs –Experience and Relevancy of Projects)

You may not be able to assess capacity/location impacts without more data

Capabilities and Weaknesses Explain your ratings and support them.

One sentence DOESN”T WORK

“I’ve worked with them before” NO!!!!!!!

? Provides examples when you hover the curser over it!

Describing the Firms Left

PPS 32

Best Qualified Steps 3 and 4 Your Search Process and Goal – Funnel For Success

Best Qualified

FACTOR 3

Exp

FACTOR 1

Prof Qual Update

FACTOR 4

Capacity

FACTOR 5

Location

Your Search is for “BEST QUALIFIED

Steps 3 and 4

• 3. Discussions/Interviews/letters

SPECIFIC TO YOUR PROJECT

• FACTOR 1 Professional Qualifications

• FACTOR 2 Past Performance

• FACTOR 3 Experience

• FACTOR 4 Capacity

• FACTOR 5 Location

• What New Information Did You Learn?

o Specific details as they pertain to your project o Do not cut and paste from step 1 and 2 o Be Specific and Detailed

• 4. Final Recommendation and Documentation o You must address all evaluation factors o Address "why" the best qualified is #1

You must write it out. You can add additional pages versus the roll over block

• Documenting both steps!

FACTOR 2

Past Perf Update

STEP 3: DISCUSSION/DATA REQUESTS WITH YOUR

BEST QUALIFIED FIRMS

Suggest to have CO work this with you!

Confirm those still on your list are small businesses (Your CO can help)

List your companies in no particular order and rate again.

Would additional Information help?

Would “cut-sheets” more specific to a project help?

Is there a particular skill needed unique to this project?

36.602-3 Evaluation board functions

(c) Hold discussions with at least three of the most highly qualified firms regarding concepts and the relative utility of alternative methods of furnishing the required services.

Is data or discussions needed?

https://www.law.cornell.edu/definitions/index.php?width=840&height=800&iframe=true&def_id=07ffd6d6ab7889f64ed08dbe4c639df0&term_occur=999&term_src=Title:48:Chapter:1:Subchapter:F:Part:36:Subpart:36.6:36.602-3

STEP 3: DISCUSSION/DATA REQUESTS WITH YOUR

BEST QUALIFIED FIRMS

36.602-3 Evaluation board functions

(c) Hold discussions with at least three of the most highly qualified firms regarding concepts and the relative utility of alternative methods of furnishing the required services.

What you are looking for from Step 1 Information you are asking for?

When you need it?

Best Practice:

Work with CO to obtain info Ask from all on your list, not just one Don’t ask the firm to “come out and look” See #1

Is data or discussions needed?

STEP 4 Final Selection Ranking:

Now your rate your firms 1-3

Update your confidence ratings based upon information provided

Support your ratings in

Rank Best qualified

FINAL ORDER RANKING AND RECOMMENDATIONS

Based upon Step 4, the Board is telling the CO the ranking 1-

The board makes its recommendation to the CO

The board certifies and signs / Team names are filled in *You submit the requisition package in IAS (all data is attached)

CO will accept/reject and begin RFP process with Firm #1 If no agreement, they move to

Firm #2 If no agreement, they move to

Firm #3

Rank Best qualified

QUESTIONS?