16-Statement of Qualifications Requirements.pdf

STATEMENT OF QUALIFICATIONS REQUIREMENTS (SOQ) 1

STATEMENT OF QUALIFICATIONS

REQUIREMENTS (SOQ) & SELECTION CRITERIA

PROGRESSIVE DESIGN-BUILD

MID-TOWN SEAWALL REPLACEMENT

TOWN OF PALM BEACH

The Request for Qualifications shall include the following information in the order listed. Upload all responses as one PDF labeled “Statement of Qualifications Requirements”. The document should include digital bookmarks for the Table of Contents TOC and section dividers. A TOC shall be provided for each evaluation criteria. The TOC should include page numbers.

Summary of Requirements:

1. Firm’s Qualifications (30%)

a. Transmittal Letter

b. Project Team

c. Organization Chart

d. Other Firms

e. Key Personnel

f. Firm Specific Qualifications

g. Licenses

2. Firm’s Project Experience (30%)

a. Reference Projects

3. Project Specific Approach (35%)

a. Project Approach

b. Project Understanding

c. Risk Register

d. Scheduling

e. Permitting

4. Financials (5%)

Scoring Summary:

Evaluation Criteria Points

Firm Qualifications 30 Firm’s Project Experience 30 Project Specific Approach 35 Financials 5

Total 100

STATEMENT OF QUALIFICATIONS REQUIREMENTS (SOQ) 2

Detailed Requirements:

A. Transmittal Letter

DB Teams must submit a transmittal letter on the firm’s letterhead. It must be signed by a representative of the DB Team who is authorized to sign such material and to commit the DB Team to the obligations contained in the offer. The transmittal letter must include the name, title, address, phone number, and e-mail address for the DB Team’s contact, and must specify the firm’s signatory to any contract documents executed with the Town. The transmittal letter may include other information deemed relevant by the DB Team.

B. Table Of Contents/PDF Bookmarks

Include a Table of Contents and bookmark each section of the PDF. The table of contents shall include page numbers.

C. Personnel & Firm Qualifications

a. Project Team

In this section, the DB Team must describe the composition, organization, and management of the project team, including:

i. Identifying all major sub-consultants and their responsibilities.

ii. Demonstrating the firm’s ability to work cooperatively with multiple clients and sub- consultants.

iii. Identifying key individuals who would be assigned to the project and their roles and responsibilities.

b. Organization Chart

Provide an organization chart showing:

i. Reporting relationships and responsibilities of the DB Team and any other firms. The organization chart should be specific to the project.

ii. Reporting relationships and responsibilities of all key personnel (along with their firm affiliations).

iii. Explain relationships and the chain of command specific to this project and the DB Team.

c. Other Firms

Identify any other firms (such as subconsultants and subcontractors) included on the project team and describe the scope of work for each firm’s services and responsibilities throughout the project. Describe the firm’s approach to the management of subconsultants and subcontractors.

d. Key Personnel

i. Identify all key personnel (and their firm affiliations) on the project team and describe their specific responsibilities throughout the project.

ii. Indicate the commitment of all key personnel in terms of an estimated percentage of available time for each throughout the project.

STATEMENT OF QUALIFICATIONS REQUIREMENTS (SOQ) 3

iii. The proposed project manager and the proposed substitute shall each have a minimum of ten (10) years of continuous, applicable experience and shall remain with the projects throughout the term of the Town’s base agreement.

The project manager shall not be replaced or substituted without the Town's prior written approval. The Town may request a personal interview with the short-listed firm’s proposed project managers. The key project manager or their approved substitutes shall be available for all meetings. Experience included on the resume must be limited to projects completed within the past ten (10) years.

iv. Provide resumes for all key personnel in leadership positions. Limit resumes to one page per individual and include: (a) academic and professional qualifications, (b) professional registration (as applicable), (c) experience as it relates to the project and to the individual’s specified role on the project,

(d) number of years with current firm and total number of years of experience, (e) primary office location.

e. Firm Specific Qualifications

i. The DB Team should identify the firm's key strengths. Highlight the firm's capabilities and areas of specialization.

f. Licenses

i. Provide copies of the DB Team's current applicable Licenses.

D. Firm’s Project Experience

Describe the performance history and experience of the project team on similar projects.

Submit a minimum of three (3) reference projects that demonstrate relevant experience, each project with a cost of more than $10,000,000. Each project description shall contain the following information:

a. Name of owner.

b. Owner reference and contact information.

i. Include phone, email, address, and backup point of contact.

c. Did the Owner have an Owner’s Representative?

d. Contract value.

e. Year started and year completed.

f. Scope of Work. Description of the project showing relevance to this project.

g. Names of firms and key personnel who participated in similar project (s) and are included in this SOQ, along with a clear description of the roles and responsibilities of each.

h. Provide a summary table to cross-reference the project team (firms and key personnel) with participation in the reference projects.

i. Lessons learned and other noteworthy information.

Note: Selection Criteria “Firms Project Experience” shall not exceed 100 pages total.

STATEMENT OF QUALIFICATIONS REQUIREMENTS (SOQ) 4

E. Project Approach

The DB Team should identify the processes used for the delivery of other relevant projects and the processes envisioned for the services identified in this RFQ to ensure that project goals and timelines meet expectations.

The project approach should include detailed planning to indicate an understanding of the project scope and the unique challenges. The DB Team should highlight innovative solutions.

The DB Team should clearly define the different design approaches and their pros and cons.

This section should include a preliminary risk register that identifies, analyzes, and assigns projected risks.

This should include the process envisioned for interfacing with the Town and other relevant parties.

If sub-consultants are part of the team, describe the specific scope of work for each firm’s services. Describe the firm’s approach to the management of subconsultants and subcontractors.

The DB Team should include specific information on the project schedule and the permitting plan.

F. Financial Information

Provide an indication of resources and working capital available, and how this relates to the Applicant Firm’s financial stability through project completion, including bonding capacity for a single project and aggregate, if applicable. Include one year of audited or reviewed financial statements prepared by a CPA, including the Contractor’s latest balance sheet and income statement. Please also provide the name of the firm that prepared the financial statement and the date thereof. Also include the following:

a. Evidence of insurance and bonding capability.

b. Disclosure of present and past litigation or disputes, and their resolutions.

c. Value of all currently awarded contracts.

d. The Town may request a Dun & Bradstreet report from all short-listed finalists.