Sol_140R4026R0002_Amd_0005.pdf
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- Attached to
- NGWSP BLOCK 2-3 HDD
- Solicitation number
- 140R4026R0002
About this file
This is Amendment 0005 to a Request for Proposals (RFP) issued by the Bureau of Reclamation's Upper Colorado Region for horizontal directional drilling (HDD) of water transmission pipelines. The solicitation number is 140R4026R0002-0005, with an effective date of November 17, 2025. The amendment updates Specification 33 05 22 for Horizontal Directional Drilling (Section 3.04 L) and Provision WBR 1452.215-81 Proposal Instructions (MAR 2021), superseding previous answers provided in earlier amendments regarding the specification.
The project, titled NGWSP Block 2-3 HDD, involves drilling and installing 36- and 42-inch horizontal directionally drilled water transmission pipeline crossings in San Juan County, New Mexico. The period of performance extends from May 20, 2026 to September 21, 2027. Proposals must be submitted electronically no later than February 25, 2026 at 1:00 PM Mountain Time in three separately labeled volumes: Volume I (Business Proposal with representations and certifications, 30-page limit), Volume II (Technical Proposal, 75-page limit), and Volume III (Pricing Proposal, 20-page limit). The technical evaluation focuses on technical approach and staff qualifications (including project manager, site superintendent, safety representative, quality control supervisor, intersection surveyor, and drilling fluid engineer), quality control procedures, past performance (minimum three to five relevant projects within eight years via past performance questionnaires), and safety metrics including OSHA incident rates. Pricing must include completed Schedule B with unit prices, pricing assumptions, overhead and profit rates, equipment rates, labor rates, and total price clearly marked. Offerors must provide pre-qualification letters from sureties certifying bonding capacity for the proposed amount plus 15 percent. Questions must be submitted in writing by December 12, 2025 at 1:00 PM Mountain Time to aloveless@usbr.gov and ajones@usbr.gov, with responses posted on the Federal Business Opportunities website.
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Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the following methods:
(a) By completing items 8 and 15, and returning or (c) By separate letter or electronic communication which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by letter or electronic communication, provided each letter or electronic communication makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.
E. IMPORTANT: is not is required copies to the issuing office.
AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT 1. CONTRACT ID CODE
2. AMENDMENT/MODIFICATION NUMBER 3. EFFECTIVE DATE 4. REQUISITION/PURCHASE REQUISITION NUMBER 5. PROJECT NUMBER (If applicable)
7.ADMINISTERED BY (If other than Item 6) CODE
STANDARD FORM 30 (REV. 11/2016)
Prescribed by GSA FAR (48 CFR) 53.243
FACILITY CODE
9A. AMENDMENT OF SOLICITATION NUMBER
9B. DATED (SEE ITEM 11)
10A. MODIFICATION OF CONTRACT/ORDER NUMBER
10B. DATED (SEE ITEM 13)
11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS
The above numbered solicitation is amended as set forth in Item 14. is extended. is not extended.
12. ACCOUNTING AND APPROPRIATION DATA (If required) copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;
13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS.
IT MODIFIES THE CONTRACT/ORDER NUMBER AS DESCRIBED IN ITEM 14.
CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER
NUMBER IN ITEM 10A.
B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation data, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).
C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:
D. OTHER (Specify type of modification and authority)
Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.
15C. DATE SIGNED
15A. NAME AND TITLE OF SIGNER (Type or print)
16C. DATE SIGNED
16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)
14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)
PAGE
6. ISSUED BY CODE
8. NAME AND ADDRESS OF CONTRACTOR (Number, street, county, State and ZIP Code) (X)
CODE
15B. CONTRACTOR/OFFEROR
(Signature of person authorized to sign)
16B. UNITED STATES OF AMERICA
(Signature of Contracting Officer)
Previous edition unusable
PAGESOF
Contractor
The hour and date specified for receipt of Offers to sign this document and return
Ashton Jones
See continuation page
Bureau of Reclamation Upper Colorado Region Regional Office 125 South State Street, Room 8100 Salt Lake City UT 84138
R40
140R4026R0002
11/17/2025
11/17/2025
1 18
CONTINUATION SHEET
REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGES
NAME OF OFFEROR OR CONTRACTOR
SUPPLIES/SERVICES
(B)
UNIT
(D)
UNIT PRICE
(E)
AMOUNT
(F)
OPTIONAL FORM 336 (4-86)
Sponsored by GSA FAR (48 CFR) 53.110
ITEM NO.
(A)
QUANTITY
(C)
NSN 7540-01-152-8067
140R4026R0002/0005
This amendment is issued for the following:
*Update SPEC 33 05 22 Horizonal Directional
Drilling (HDD), Section 3.04 L.
*Update WBR 1452.215-81 Proposal Instructions
MAR 2021 (addition/change to provision is highlighted).
These changes supersede previous answers provided by Reclamation in previous solicitation amendments concerning
Specification 33 05 22, Section 3.04 L.
Period of Performance: 05/20/2026 to
09/21/2027
Solicitation Document No.
140R4026R0002-0005
Document Title NGWSP Block 2-3 HDD
SECTION J – List of Attachments and Exhibits
Attachment Number Description Number of Pages Attachment #1 00 00 01_NGWSP-BLK2-3-
HDD_Specifications_10272025
Attachment #1.1 (Amd. 0002) 00 00 01 – Specifications 12102025 42 Attachment #1.2 (Amd 0003) 00 00 01 – Specifications 01162026 70 Attachment #1.3 (Amd 0005) 33 05 22 – Horizontal Directional Drilling
(HDD)
Attachment #2 00 00 02_Dwgs-B_NGWSP-Block2- 3HDD_11x17_20251027
Attachment #2.1 (Amd 0002) 00 00 02 – Drawings 12102025 1 Attachment #2.2 (Amd 0003) 00 00 02 – Drawings 01162026 3
Attachment #3 00 00 02A_GeologyDwgsAndLogs_NGWSP- BLK2-3-HDD_11x17_20251027
Attachment #4 WD NM20250040 Heavy – San Juan County, NM
Attachment #5 WD NM20250046 Building – San Juan County, NM
Attachment #6 Past Performance Questionnaire 4 Attachment #7 Project Experience 1 Attachment #8 Key Personnel 2 Attachment #9 Construction Contract Administration 1
Document Title NGWSP Block 2-3 HDD
SECTION L – Instructions, Conditions and Notices to Bidders
L.13 WBR 1452.215-81 PROPOSAL INSTRUCTIONS MAR 2021
This procurement will be conducted in accordance with FAR Part 15.
All correspondence in conjunction with this solicitation should be directed to the Government Points of Contact (POCs) identified below:
Amy Loveless Phone: 801-524-3790 Email: aloveless@usbr.gov
Ashton Jones Phone: 385-285-2278 Email: ajones@usbr.gov
In addition to the requirements of the Instructions to Offerors - Competitive Acquisitions provision of this solicitation (see FAR 52.215- 1), each offeror shall submit a proposal in accordance with the instructions contained in this provision.
(1) General contents. Each proposal shall:
a. Be presented in a manner which allows it to “stand alone” without the need to reference other documents;
b. Be a coherent document free of internal inconsistencies as well as inconsistencies with other volumes of the proposal;
c. Conform to all solicitation provisions, clauses, or requirements;
d. Address the submission requirements with specificity and detail where required;
e. Be an orderly, specific, and complete document in every detail;
f. Be logically presented, using clear and concise language so that it can be easily read and meaningfully evaluated by Reclamation personnel from a variety of different functional and technical disciplines;
g. Have all pages in each volume consecutively numbered (including pages with tables and exhibits) and cross-referenced to other volumes where appropriate for each; and
h. Indicate how the proposal conforms to the evaluation criteria identified in Section M.
(2) Offerors may submit written questions requesting clarification of solicitation requirements. All questions shall be received no later than 1pm MT on 12 December 2025 to allow Reclamation adequate time to prepare and issue responses to all Offerors prior to the date and time set for receipt of proposals. ONLY WRITTEN QUESTIONS WILL RECEIVE A RESPONSE. Each question submitted should contain the following information: document name, document date, specific page, paragraph, clause or other definitive citation for which clarification is requested. All questions shall be submitted electronically to ajones@usbr.gov and aloveless@usbr.gov. Answers will be provided to only the questions submitted in writing and all answers will be provided through the Federal Business Opportunities website within www.sam.gov.
(3) Arrangement of Proposal. The proposal shall consist of three (3) physically separated volumes, individually entitled as stated below. The required number of copies for each volume are shown below:
Proposals shall consist of three (3) physically separated volumes, individually entitled as stated below. The page limit for Volume II mailto:aloveless@usbr.gov mailto:ajones@usbr.gov mailto:ajones@usbr.gov mailto:aloveless@usbr.gov http://www.sam.gov/
Document Title NGWSP Block 2-3 HDD is 75 pages, excluding title pages, table of contents, resumes, and letters of commitment. The required number of copies for each volume is summarized below:
Volume Title Hard Copies Required
Electronic Copies Required Page Limitation
I
Business Proposal (Representations, Certifications and Offer)
0 1 30
II Technical Proposal
0 1 75
III Pricing Proposal 0 1 20
(4) Separation of volumes. All copies of each proposal volume (i.e., all copies of Volume I) are to be individually labeled identifying what the file contains (e.g. Volume I – Business Proposal) and submitted in separate files.
Any reference to a page limitation shall conform to the following requirements:
a. Page count is per side and shall be double sided
b. Pages are 8 1/2 “x 11”
c. Print size shall be a minimum of 12-point Times New Roman font
d. Margins shall be no less than ½”
e. Foldouts shall be held to 17” x 11” long in size, with each sheet counting as one 8 ½” x 11” page per side
f. Pages must not include incorporations by reference (unless exception provided Vol I & III if separate Vol III provided for designs/models)
g. Page limit/page count does not include any project schedule or requested completed attachments. Examples of requested attachments include: resumes of key personnel, charts, required forms, PPQs, SF 1442, Section K representatives and certifications, schedule B pricing pages, etc.
h. Page limitations shall be treated as maximums. If exceeded the excess pages will not be read or considered in the evaluation of proposals.
(5) Pricing Proposal (Volume III). To permit objective evaluation of the technical proposal, no cost or price information shall be included in the business proposal or technical proposals (Volumes I or II). Offerors shall provide a complete schedule and price proposal (Volume III).
(6) General. The technical proposal shall be identified as Volume II of the offeror's proposal and shall be an orderly, specific, and complete document in every detail. It should be presented in a manner which allows it to "stand alone" without the need to reference other documents. It should convincingly describe the capability of the offeror's organization to participate in this project and effectively demonstrate a thorough understanding of the work statement contained in Part I, Section C of this solicitation. The proposal shall be organized and written so that it can be easily read and meaningfully evaluated by Reclamation personnel from a variety of different functional and technical disciplines. It should be a coherent document free of internal inconsistencies as well as inconsistencies with other volumes of the proposal.
Document Title NGWSP Block 2-3 HDD
(7) Use and Disclosure of Proposal Information. In accordance with 1452.215-71 Use and Disclosure of Proposal Information -
- Department of the Interior provision of this solicitation, offerors shall mark trade secret, or confidential commercial or financial information contained in the proposal with the restrictive legends specified. The offeror shall also clearly and separately mark all proprietary information (as defined in FAR 3.104-3) contained in the proposal with the restrictive legend "Proprietary Information."
(8) Format and General Content. To assist in the uniform evaluation of proposals, the following format shall be utilized in preparing the technical proposal:
• Table of Contents. The Table of Contents shall list all sections of the qualification and technical proposals. Any future amendments, additions and/or revisions to the proposal shall be included in an updated Table of Contents. The Table of Contents shall be formatted by the Technical Evaluation Factors in the following manner:
Technical Evaluation Factors (Volume II)
• Evaluation Factor 1 – Technical Approach, Staff Qualifications and Key Personnel & Experience
• Evaluation Factor 2 – Quality Control
• Evaluation Factor 3 – Past Performance and Safety
• Index. The Index section shall cross reference the statement of work/specifications/performance work statement to the terms of the proposal and indicate how the proposal conforms to the evaluation factors contained in Part IV, Section M;
• The tabs shall conform to the Table of Contents to the terms of the proposal and indicate how the proposal conforms to the evaluation factors as shown above.
• Enclosures. The Enclosures Section shall include a list of any tables, drawings, charts, and any other enclosures which summarize data or information;
(9) Labelling: Each volume of the proposal shall be provided separately in individual electronic documents. Be sure to apply all appropriate markings, including those in FAR 52.215-1(e), Restriction on Disclosure and Use of Data, and 3.104-4, Disclosure, Protection, and Marking of Contractor Bid or Proposal Information and Source Selection Information.
(10) Electronic Offers: Indicate on each document or folder the solicitation number, volume number and title. If files are compressed, the necessary decompression program must be included. The electronic copies of the proposal shall be submitted in a format readable by Microsoft Office 365 Suite, and Adobe Acrobat 2017 programs. PDF, Word, or Excel format is required for all documents including drawings, cut sheets, and related type documents. PDF is the preferred format, but if a document cannot be fit in PDF, or causes formatting issues, submittal in Word or Excel is acceptable.
(11) Terminology Note: The proposing offeror is referred to throughout this solicitation as different terms. Offeror (capitalized), offeror, builder, contractor, company, firm, etc. All refer to the entity submitting a proposal in response to this solicitation.
There should be no differentiation applied for differing terms.
Directions for submitting electronic copy of proposal:
Preferred: Microsoft Teams Electronic Proposal Instructions
No later than February 25, 2026, at 1pm MT, the entire below process shall be completed.
Email aloveless@usbr.gov & cc ajones@usbr.gov no later than one week before proposals are due to let us know that you plan to submit the electronic copy of your proposal. It is the contractor’s responsibility to confirm that this email is received by Reclamation.
mailto:ajones@usbr.gov
Document Title NGWSP Block 2-3 HDD
The next steps in the process are:
(1) You will receive an email from aloveless@usbr.gov or ajones@usbr.gov with a link to a Microsoft Teams Invite. Click the link to the Teams invite and you should have access to the Teams’ folder made specifically for each offeror. Only the individual that emailed Reclamation will have access to the folders.
(2) Upload a Test document into team in Microsoft Teams and confirm with Amy Loveless or Ashton Jones that it was received.
(2) You can then upload your proposal documents to the folder, but this must be completed before solicitation closing date/time.
(3) After you complete the above process, email or call Amy Loveless or Ashton Jones to confirm receipt by Reclamation.
If you have technical problems completing this process, contact Amy Loveless or Ashton Jones. It is suggested that you do not wait too close to the proposal due date/time to complete this process. It can take time for you to upload your large proposal documents.
Backup/Alternate: Kiteworks Electronic Proposal Instructions
No later than February 25, 2026, at 1pm MT, the entire below process shall be completed.
Email aloveless@usbr.gov & cc ajones@usbr.gov to let us know that you are ready to submit the electronic copy of your proposal. It is the contractor’s responsibility to confirm that this email is received by Reclamation.
The next steps in the process are:
(1) You will receive an email from secure.usbr.gov. The subject of the message will show the email is from Amy Loveless or Ashton Jones. If you do not see this email, check your SPAM folder.
(2) The text of the email informs you that the link to send Reclamation a file is good for a specific number of days.
(3) When you click on ACTIVATE in the email, you will be taken to a screen to create a password. The password must be at least 12 characters long and contain at least one uppercase letter, one lowercase letter, one number, and one special character.
(4) You will be taken to a screen where you can upload the files that make up your proposal.
(5) After you complete the above process, email or call Amy Loveless or Ashton Jones to confirm receipt by Reclamation.
Last option Backup/Alternative: Normal Email Electronic Proposal Instructions
No later than February 25, 2026, at 1pm MT, the entire below process shall be completed.
Email aloveless@usbr.gov & cc ajones@usbr.gov to let us know that you are ready to submit the electronic copy of your proposal. It is the contractor’s responsibility to confirm that this email is received by Reclamation.
The next steps in the process are:
(1) Email your proposal in multiple emails. You will need to break down your proposal into separate documents because email attachments cannot be any larger than 40 MB (40,000 KB). The larger the attachments, the slower the email will be to be received, so you may want to go even smaller on your attachments. Number your emails, for example, #1 of 4, etc.
(2) After you complete the above process, email or call Amy Loveless or Ashton Jones to confirm receipt by Reclamation.
mailto:aloveless@usbr.gov mailto:ajones@usbr.gov mailto:aloveless@usbr.gov mailto:ajones@usbr.gov
Document Title NGWSP Block 2-3 HDD
If you have technical problems completing this process, contact Amy Loveless or Ashton Jones. It is suggested that you do not wait too close to the proposal due date/time to complete this process. It can take time for you to upload your large proposal documents.
(12) Elaborate brochures or documentation, detailed artwork, or other embellishments are unnecessary and are not desired.
(13) The proposal acceptance period is specified in Block 13 (D) of Section A (Front Page) of the solicitation. Offerors providing less than the specified calendar days for Government acceptance after the date offers are due may be considered non-responsive and may be eliminated.
(14) In accordance with FAR Subpart 4.8 (Government Contract Files), the Government will retain one copy (an electronic copy) of all unsuccessful proposals.
(15) Discrepancies: If an Offeror believes that the requirements in these instructions contain an error, omission, or are otherwise unsound, the Offeror shall immediately notify the CO and CS in writing with supporting rationale. The Offeror is reminded that the Government reserves the right to award this effort based on the initial proposal, as received, without discussion.
SUBMISSION REQUIREMENTS: The following information and structure must be used in the Proposal:
Volume I – Business Proposal, Representations, Certifications, and Other Statement of Offerors
(a) Business Proposal Representations, Certifications, and Other Statement of Offerors (Volume I). Volume I shall incorporate the other Volumes by reference but shall not physically include them. It shall consist of:
a. A fully executed Solicitation, Offer, and Award form (SF 1442) required by Part I, Section A of this solicitation. It shall be used as the cover sheet (or first page) of each copy of Volume I. The following must be included in the cover page:
▪ Full Name of Company
▪ Main Contact for the Project Including Phone Number and Email Address
▪ Company Address
▪ Company Phone Number (if different from Main Contact)
▪ Company Unique Entity Identifier (UEI – previously DUNS)
▪ Company DUNS and Tax ID Number (for construction reporting)
▪ Company Cage Code, and
▪ Company SAM Expiration Date.
b. Fully executed and completed offeror representations, certifications, and acknowledgments required by Part IV, Section K of this solicitation;
c. Additional information required by the solicitation to be furnished by the offeror which is not required to be obtained in another volume of the proposal;
d. Make-or-buy program (if applicable);
e. Requests for any waivers of any solicitation provisions or contract clauses; and
f. A summary of any exemptions from, or deviations to, any other solicitation requirements.
g. Request for Proposal Amendments: (if applicable) Acknowledgement of all amendments. Copy of any signed amendments does not count against/towards the page limitations.
(b) Exceptions to Solicitation Requirements: Offerors are required to meet all solicitation requirements, such as terms and conditions, representations and certifications, in addition to those identified as evaluation factors. Failure to meet a requirement may result in an
Document Title NGWSP Block 2-3 HDD offer being ineligible for award. Offerors must clearly identify any exception to the solicitation terms and conditions and provide complete accompanying rationale. Each exception shall be specifically related to each paragraph and/or specific part of the solicitation, or specifications, to which the exception is taken. Provide rationale in support of the exception and fully explain its impact, if any, on the performance, schedule, cost, and specific requirements of the solicitation. This must be called out clearly in the proposal. Reclamation reserves the right to reject any and all exceptions to the solicitation and if the exception is to a major term or condition of the solicitation the proposal may be thrown out and not considered for award.
Volume II – Technical Proposal
Evaluation Factor 1: Technical Approach, Staff Qualifications and Key Personnel & Experience
Based on the information provided in Section C, contract specifications, each offeror shall submit the following in response:
(a) Narrative description of the drilling and pipe pullback plan addressing each Key technical concern and key personnel position identified. Responses should include accompanying rationale to reflect why an approach is used in connection with the technical concern. Solicitation attachments 7 & 8 can be used in addition to the narrative description.
1. Include revised plan and profile if contractor means and methods result in changes to the pipeline profile or horizontal alignment.
(b) A milestone schedule, Gannt Chart is the preferred format. Schedule may be estimated as investigations may identify a more realistic schedule but will not be conducted until after award.
(c) General means and methods for each technical concern listed.
(d) List of perceived risks and mitigation technique (if applicable) for each technical concern.
(e) Detailed description of the offeror’s internal and external resources that will be utilized to complete this effort, including major subcontractors if applicable.
Technical Approach:
Object of Evaluation: The firm’s technical approach to horizontal directional drilling and pipe pullback ensuring upon completion of the project Reclamation will have a pipeline in a usable condition that can be expected to remain in service for the design life of the pipe.
The plan submitted should address the key technical concerns outlined below.
Definitions for Evaluation Factor
1. Technical Approach
• The "Technical Approach" refers to the contractor's proposed methods and strategies for accomplishing the tasks outlined in the solicitation. It encompasses the techniques, processes, and technologies that the contractor intends to use in drilling and installing 36- and 42-inch horizontal directionally drilled water transmission pipeline crossings. The technical approach should demonstrate an understanding of the project requirements, including:
• Incorporating industry best practices.
• Addressing key technical concerns such as large differences (greater than 30 feet) in elevation between entry and exit areas, inadvertent fluid return, and bore instability.
• Approach to intersect methods in pilot bore, using multiple drill rigs for reaming, swabbing, and mid pull welds. This approach should be tailored to ensure efficient, effective, and compliant execution of the work while meeting the specific needs of the agency.
Key Technical Concerns of Reclamation
1. Intersect Method
Document Title NGWSP Block 2-3 HDD
• Assessment Techniques: Describe techniques with conductor casings, proposed zone of intersection, guidance systems for drill intersect, and the ability to provide multiples rigs concurrently.
2. Large Differences in Elevation (Greater than 30 feet)
• Drilling Fluid within HDD Borehole Techniques: Indicate methods for maintaining drilling fluid within borehole above the equilibrium elevation of entry when drilling from the lower elevation side. Describe how pressures will be controlled, and the stability of borehole will be maintained.
• Drilling Fluid Containment: If drilling fluid is to be maintained through full bore, indicate strategies to control and contain drilling fluid during upsizing reaming passes and pullback of product pipe.
• HDD Excavation without Drilling Fluid: Describe methods to evaluate borehole stability without drilling fluid and verification process based on physical properties of soil or bedrock. Identify how additional frictional loads on pipe will be accounted for and how to mitigate if it is a construction constrain on installations.
3. Mid Pull Weld
• Describe methods to minimize risks of bore collapsing during pullback.
• Proposed equipment and construction schedule needed to accommodate mid pull weld.
4. Drilling under Existing Structures and Waterbodies
• IFR Mitigation strategies, monitoring methods, and cleanup approach.
• Methods for protecting and monitoring existing structures.
• Survey and Tracking Techniques: Describe equipment and methods that will be utilized to provide data underneath structures and waterbodies identified. Describe limitations of equipment and verify the equipment is capable of providing data at maximum depth of HDD crossings.
6. Borehole Stability in Problematic Soils and Bedrock
• Describe strategies for assessing drilling fluid losses, pilot tube steering, borehole stability, and ability to extend conductor casing through gravel, cobbles, boulders and highly fractured (low RQD) zones at length and diameter size.
• Describe strategies in hydrofracture (shear or blowout failure) risk mitigation, pilot tube steering, borehole stability and maintaining borehole filter cake in loose and flowing sands.
• Methods for addressing loss of circulation materials.
• Describe methods for addressing potential zones where there is high potential for slakability in rock (e.g. low durability).
• Reaming Process: Describe methods for mitigating risk of excessive stresses in the drill string, bore instability, fluid circulation, and cutting removal during the reaming process.
7. Supplemental Geological Investigations
• Data Collection: In some instances, exploratory drillholes do not extend past the HDD bore profile or may not be present at a crossing. Describe methods to characterize geological units that provides sufficient data for successful completion of HDD construction.
• Schedule: Methods to maintain construction schedule (e.g. pre-construction investigations, phased investigation during construction, etc.) and does not add schedule to project.
Document Title NGWSP Block 2-3 HDD
Staff Qualifications and Key Personnel Experience:
Object of Evaluation:
The technical qualifications and experience of the contractor’s staff, specifically key personnel assigned to the project. This will be assessed to ensure that the team possesses the requisite expertise and relevant background to successfully execute the work associated with horizontal directional drilling and pipe pullback. Offeror’s that can provide professional work references for similar work and key personnel will be rated more favorably.
The offeror shall include a statement of assurance that the proposed key personnel will be available for the work under this solicitation and that in the event a person named as the primary is not available, that the proposed alternative will be utilized. Should neither the primary nor the alternate key personnel be available under this solicitation at the time of award, the Offeror’s proposal may be disqualified if the replacement is not, at least, of the same quality as determined and approved by the Government Contracting Officer (CO) and Contracting Officer’s Representative (COR). Quality Control Supervisor and Onsite Safety Representative must be dedicated positions, and no other role may be held by the personnel proposed (e.g. safety cannot be superintendent or quality control, etc.).
Definitions for Evaluation Factor
1. Relevancy
• Relevancy refers to the extent to which the qualifications, skills, and experience of key personnel are directly applicable to the specific requirements and challenges of the horizontal directional drilling and pipe installation project. Proposals should demonstrate how the team's background is aligned with the project’s needs, illustrating the ability to effectively address the technical, safety, and operational demands associated with similar work.
2. Professional Work References
• Professional Work References refer to individuals or organizations that can provide credible and relevant testimony regarding a contractor's past performance, abilities, work ethic, and overall qualifications in a professional context. These references are typically former clients, project managers, or colleagues who have firsthand knowledge of the contractor’s skills and experience in executing specific project types. Professional work references may provide insights into the contractor's reliability, quality of work, adherence to deadlines, communication skills, and ability to solve problems, all of which can be critical in evaluating the contractor’s suitability for future projects or contracts.
Key Characteristics of Professional Work References:
• Credibility: Should have a positive and credible relationship with the contractor.
• Relevance: Experience with projects similar in nature, scope, or complexity to the project being proposed.
• Availability: Willingness to provide feedback and communicate about the contractor’s performance.
Key Personnel Considerations of Reclamation:
1. Project Manager
• Properties of Interest:
➢ Comparable Experience: Demonstrated experience in a similar role on projects that reflect similar nature, size, and complexity.
➢ Employment Status: Currently employed by the prime contractor submitting the proposal.
➢ Certification: Certified Project Management Professional (PMP) credential or equivalent is desirable, but not required.
Document Title NGWSP Block 2-3 HDD
• Property Descriptions:
➢ The Project Manager should outline their track record of managing projects that include horizontal directional drilling/pipe pullback and demonstrating leadership in directing timelines, budgets, and stakeholder communications.
• Definitions:
➢ Comparable Experience: Experience gained in managing projects that are similar in scope, technical requirements, and operational challenges to the current project.
➢ Qualifications: Credentials, certifications, and educational background that affirm the capability of the Project Manager to lead the project effectively.
➢ Experience: The practical knowledge acquired through direct involvement in similar projects, including specific roles and responsibilities.
2. Site Superintendent
• Properties of Interest:
➢ Comparable Experience: Demonstrated experience in a similar role on projects of comparable nature, size, and complexity.
➢ Employment Status: Currently employed by the prime contractor submitting the proposal.
• Property Descriptions:
➢ The Site Superintendent shall provide evidence of their experience overseeing on-site operations, coordinating work activities, and managing field personnel specifically related to horizontal directional drilling and pipe pullback.
• Definitions:
➢ Comparable Experience: Relevant experience in roles that involve similar supervisory responsibilities in the context of ductile iron pipe repairs.
➢ Qualifications: Necessary credentials and training that support the individual’s ability to fulfill the Site Superintendent role successfully.
➢ Experience: The knowledge and skills gained from overseeing construction projects, particularly in circumstances similar to the current project.
3. Contractor’s Onsite Safety Representative
• Properties of Interest:
➢ Safety Certification: Must meet the requirements specified in Section 01 35 30 – Contractor’s Onsite Safety Personnel.
• Property Descriptions:
➢ The Contractor’s Onsite Safety Representative must demonstrate knowledge of safety protocols and regulations, ensuring compliance with health and safety standards throughout the project.
• Definitions:
➢ Qualifications: Certifications and training related to health and safety regulations specific to construction projects.
Document Title NGWSP Block 2-3 HDD
➢ Experience: Practical experience in implementing safety protocols on construction sites and managing personnel to maintain a safe work environment.
4. Quality Control Supervisor
• Properties of Interest:
➢ Quality Procedures Compliance: Meets the requirements outlined in Section 01 46 00 – Quality Procedures.
• Property Descriptions:
➢ The Quality Control Supervisor is responsible for implementing quality assurance practices, conducting inspections, and ensuring compliance with the established quality standards and specifications related to horizontal directional drilling and pipe pullback.
• Definitions:
➢ Qualifications: Relevant certifications and training in quality management systems and procedures applicable to construction projects.
➢ Experience: The knowledge acquired by overseeing quality control efforts in previous projects similar to the current initiative.
5. Intersection Surveyor or Guidance Technician:
• Properties of Interest:
➢ Comparable Experience: Demonstrated experience in a similar role on projects that reflect similar nature, size, and complexity. Refer to Section 33 05 22 – Horizontal Directional Drilling.
➢ Employment Status: Currently employed by the prime or major sub-contractor submitting the proposal.
• Property Descriptions:
➢ Intersection Surveyor or Guidance Technician is responsible for implementing quality assurance practices, conducting inspections, and ensuring compliance with the established quality standards and specifications related to horizontal directional drilling.
• Definitions:
➢ Comparable Experience: Demonstrated experience in a similar role on projects that reflect similar profile, size, pipe material length and complexity. Refer to Section 33 05 22 – Horizontal Directional Drilling.
➢ Qualifications: Refer to Section 33 05 22 – Horizontal Directional Drilling.
➢ Experience: The knowledge acquired by overseeing quality control efforts in previous projects similar to the current initiative.
6. Drilling Fluid (mud) Engineer
• Properties of Interest:
➢ Comparable Experience: Demonstrated experience in a similar role on projects that reflect similar nature, size, and complexity. Refer to Section 33 05 22 – Horizontal Directional Drilling.
➢ Employment Status: Currently employed by the prime or major sub-contractor submitting the proposal.
Document Title NGWSP Block 2-3 HDD
• Property Descriptions:
➢ The Drilling Fluid (mud) Engineer is responsible for implementing quality assurance practices, conducting inspections, and ensuring compliance with the established quality standards and specifications related to horizontal directional drilling.
• Definitions:
➢ Comparable Experience: Demonstrated experience in a similar role on projects that reflect similar profile, size, pipe material length and complexity. Refer to Section 33 05 22 – Horizontal Directional Drilling.
➢ Qualifications: Refer to Section 33 05 22 – Horizontal Directional Drilling.
➢ Experience: The knowledge acquired by overseeing quality control efforts in previous projects similar to the current initiative.
6. Drilling Fluid (mud) Technician
• Properties of Interest:
➢ Comparable Experience: Demonstrated experience in a similar role on projects that reflect similar nature, size, and complexity. Refer to Section 33 05 22 – Horizontal Directional Drilling.
➢ Employment Status: Currently employed by the prime or major sub-contractor submitting the proposal.
• Property Descriptions:
➢ The Drilling Fluid (mud) Technician is responsible for implementing quality assurance practices, conducting inspections, and ensuring compliance with the established quality standards and specifications related to horizontal directional drilling.
• Definitions:
➢ Comparable Experience: Demonstrated experience in a similar role on projects that reflect similar profile, size, pipe material, length and complexity. Refer to Section 33 05 22 – Horizontal Directional Drilling.
➢ Qualifications: Refer to Section 33 05 22 – Horizontal Directional Drilling.
➢ Experience: The knowledge acquired by overseeing quality control efforts in previous projects similar to the current initiative.
Evaluation Factor 2: Quality Control
Based on the information provided in Section C, specifications, each offeror shall submit the following in response:
(a) Quality control plan that addresses all properties of interest listed in this evaluation factor specifically tailored for this effort.
Quality Control for Horizontal Directional Drilling
Object of Evaluation:
The quality control measures proposed for horizontal directional drilling and pipe pullback. This evaluation factor focuses on the processes and practices implemented to ensure the quality of the drilling, enhance reliability, and achieve feasible outcomes with a reduction in rework. The response to quality control should reflect the means and methods used to ensure specification compliance and adherence to a quality outcome, reliable end result, and a feasible approach.
Properties of Interest
Document Title NGWSP Block 2-3 HDD
1. Quality Outcome
• Definition: Quality outcome refers to the final results of the drilling process, specifically the extent to which the drilling meets or exceed the specified standards, project requirements, and performance expectations. It encompasses aspects such as the integrity, durability, and functionality of the of the line pipe, ensuring they operate effectively within the water transmission system.
2. Reliability
• Definition: Reliability relates to the dependability of the drilling work performed on the four crossings, reflecting its ability to perform consistently over time under expected operational conditions. This property emphasizes the likelihood that the installed pipe crossing sections will not experience failures or , contributing to the overall trustworthiness of the water transmission system.
3. Feasibility with a Reduction in Rework
• Definition: Feasibility with a reduction in rework pertains to the practicality of the proposed quality control measures to successfully meet project goals while minimizing the need for corrections or additional interventions after successful installation of the carrier pipe. This property highlights the importance of thorough planning, effective execution, and adherence to quality standards that reduce the likelihood of defects and rework, ultimately saving time and resources.
Evaluation Factor 3: Past Performance and Safety
Past Performance
(a) Offeror shall provide past performance questionnaires (PPQs) on all projects identified under Evaluation Factor 3: Past Performance.
The offeror shall submit the PPQs to their references and have the references complete and return the questionnaires via email to the offeror directly to submit with its proposal, or the references may submit directly to aloveless@usbr.gov and carbon copy ajones@usbr.gov by the date and time indicated on the form whichever is preferred by the offeror. The PPQ is included in Section J, Attachment No. 6: Past Performance Questionnaire. The government is not responsible for ensuring the receipt of PPQs from contractor references; it is the contractor’s responsibility to follow-up with reference submissions.
(b) Offeror shall provide past performance questionnaires (PPQs) on a minimum of three (3) and a maximum of five (5) relevant projects similar in scope and magnitude within the last 8 years.
Object of Evaluation:
The past performance of the contractor, specifically related to the completion of projects that reflect similar scope, complexity, and nature to horizontal directional drilling/pipe pullback. This evaluation focuses on the contractor's reliability, quality of work, adherence to schedules, and customer satisfaction in previous projects. Past performance information provided should be relevant to the work contained in this horizontal directional drilling/pipe pullback project.
• Definition: Relevance pertains to the degree to which the contractor’s past performance experiences align with the requirements and objectives of the current HDD project. This includes evaluating the similarity of project size, complexity, scope, and technical challenges encountered in previous work when compared to the anticipated needs of the four pipeline crossings.
Relevant past performance is critical in assessing the contractor's potential success in executing the current project.
Use of Past Performance Questionnaires
(a) Past performance will be assessed through the use of structured questionnaires provided to previous clients and project managers who are knowledgeable about the contractor’s performance. These questionnaires will solicit feedback on various aspects of the contractor's work, including but not limited to quality, timeliness, cost control, and overall customer satisfaction.
Properties of Interest mailto:aloveless@usbr.gov
Document Title NGWSP Block 2-3 HDD
1. Quality of Work
• Definition: Quality of work refers to the degree to which the contractor’s past projects met or exceeded established specifications and standards. This includes evaluating the effectiveness of HDDs, adherence to project requirements, and the overall durability of completed work on similar projects.
2. Timeliness
• Definition: Timeliness assesses the contractor’s ability to complete projects within the agreed-upon schedule and deadlines. This property evaluates their track record regarding the management of timelines, handling of delays, and adherence to milestones throughout previous projects.
3. Cost Control
• Definition: Cost control refers to the contractor’s effectiveness in managing project budgets and expenses. This includes the ability to complete work within the proposed budget, minimize cost overruns, and provide transparency in financial reporting and accounting practices.
4. Customer Satisfaction
• Definition: Customer satisfaction evaluates the extent to which previous clients were content with the contractor's performance, communication, collaboration, and responsiveness. This property emphasizes the importance of maintaining positive relationships with stakeholders and addressing any concerns or issues promptly.
Safety
(a) Liability and Regulatory History: Please submit current contractor specific record of OSHA injury/illness, total recordable case incident rates (TCIR), Days Away, Restricted or Transferred (DART), and lost time incident rates (LTIR), Reclamation will factor into ratings the seriousness and number of safety violations, including OSHA violations.
Object of Evaluation:
Contractor’s past safety metrics and performance within reasonable industry standards for the work requested to be performed.
Properties of Interest
1. Incident Rates: OSHA injury/illness, total recordable case incident rates (TCIR), Days Away, Restricted or Transferred (DART), and lost time incident rates (LTIR), OSHA Recordables: The number of incidents that must be reported to the Occupational Safety and Health Administration (OSHA), such as work-related injuries or illnesses
2. Safety Training and Certifications: Proof of safety training and certifications for employees, including specialized training for high-risk activities. Certifications and training records will not count against the page limitations.
3. Safety Programs and Policies: The presence of comprehensive safety programs and policies, including regular safety meetings, hazard assessments, and emergency response plans. Offeror’s may submit their current safety policies; policy submittal will not count toward page limitations. The contractor selected for award will be required to submit a project specific safety plan for review and approval after award.
Volume III, Pricing Proposal:
Evaluation Factor 4: Pricing Proposal
To permit objective evaluation of the technical proposal, no cost or price information shall be included in the technical proposal (Volume II). Offerors shall provide a complete schedule and price proposal (Volume III).
Document Title NGWSP Block 2-3 HDD
The primary purpose of the Pricing Proposal Volume is to provide the CO and the team of evaluators an understanding of how the price proposal was developed. The price evaluation criteria of completeness, reasonableness, and Total Evaluated Price (TEP) as defined in Section M of the RFP will be assessed from the Offeror’s information provided in this volume.
Bonding Capability & Insurance: Submit a pre-qualification letter from a surety (not a bonding agent), that is listed on the Bureau of the Fiscal Service List of Certified Companies that can be found at https://fiscal.treasury.gov/surety-bonds/list-certified-companies.html.
Offeror shall be bonded for a minimum single project amount of the proposed amount plus an additional 15% (e.g., proposal is $10M, must be bonded for $11.5M). Aggregate bond capacity shall also be submitted for evaluation. Ensure insurance policy will conform with the minimums in FAR 28.307-2 “Liability” prior to any award decision.
Submission: The electronic copies shall be clearly identified. Scanned documents in PDF files are required for the Pricing Proposal Volume, Schedule B from the SF 1442 and shall be filled out and submitted with Volume III (Pricing Proposal). The contractor can, as an option, submit the pricing proposal (Contract Estimate Worksheet, Pricing Assumptions, Estimating Techniques, etc.) in Microsoft Word and Microsoft Excel as appropriate with the electronic submittal if needed to show any formulas or calculations that would be helpful for price evaluation. Word Documents and Excel spreadsheets must be editable and not password protected.
Cost or Pricing Information Requirements: IAW FAR 15.402, 15.403-1(b), and 15.403-3(a), “information other than cost or pricing data” may be required to support price reasonableness. If, after receipt of proposals, the CO determines that there is insufficient information available to determine the reasonableness of the proposed pricing the Offeror shall be required to submit additional information other than certified cost or pricing data. If, during the source selection process, the CO determines that adequate competition no longer exists, then cost or pricing data may be required.
Pricing Assumptions: Summarize all significant pricing assumptions, scope, limitations, and/or qualifications of the pricing proposal. The Offerors’ proposal shall be valid through time of award.
Pricing Proposal at a minimum shall include;
1) Filled out/Completed Schedule B within this RFP with all Unit Prices
2) Pricing Assumptions: If an assumption has risk associated or takes any exception to pricing structures the offeror must provide accompanying rationale with any assumption or exception taken to pricing. Please note, if a change in contract pricing structure is proposed it is likely not acceptable and will be discarded. The basic contract type (FFP) cannot be changed and is not subject to any negotiations.
3) The following listed items will be retained and applied to modification actions if applicable. This method allows using the initial award competition as the justification of reasonable rates throughout the performance of the contract which makes handling modifications easier throughout the life of the contract. The following items will be applied for the length of the contract including all modification actions after time of award;
a. – Overhead Rate
b. – Profit Rate
c. – General and Administrative (G&A) Rate if applied/applicable
d. – Pass-Through overhead and profit rates for subcontractors
e. – Equipment Rates – per piece of equipment
f. – Labor Rates – if over Davis-Bacon-Act (DBA) or non-applicable to DBA wage determination (e.g. key personnel, professional categories).
4) Total Price Marked Clearly with no confusion as to the total amount considered by the offeror to be the Total Price. Total price does not include estimated taxes, taxes will be reimbursed as invoiced for by the contractor. Estimated taxes are used for budgeting purposes.
https://fiscal.treasury.gov/surety-bonds/list-certified-companies.html
Document Title NGWSP Block 2-3 HDD
5) Offerors are hereby notified that even if cost or pricing data are not initially requested in this solicitation, the Contracting Officer reserves the right to request such data if they are later found necessary pursuant to FAR 15.403-5(a)(1).
Additional Items:
(a) Use and Disclosure of Proposal Information. In accordance with the Use and Disclosure of Proposal Information -- Department of the Interior provision of this solicitation, offerors shall mark trade secret, or confidential commercial or financial information contained in the proposal with the restrictive legends specified. The offeror shall also clearly and separately mark all proprietary information (as defined in FAR 3.104-3) contained in the proposal with the restrictive legend "Proprietary Information."
(b) Cost Information in Other Volumes. No cost information shall be included in any other volume of a proposal unless required by paragraph (d) of the Technical Proposal Instructions -- Bureau of Reclamation provision of this solicitation.
(c) Page Numbering. All pages in the cost proposal shall be consecutively numbered (including pages with tables and exhibits).
The offeror shall clearly identify all exhibits and supporting information.
(End of Provision)
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