Worldwide Cx Construction Services IDIQ 2024_Stage 1 A01.pdf

2024 Worldwide Commissioning Services IDIQs

RFP 19AQMM24R0131

Amendment A01

The U.S. Department of State (DOS), Office of the Procurement Executive, on behalf of the

Bureau of Overseas Buildings Operations (OBO) anticipates the award of up to six (6) Indefinite

Delivery/Indefinite Quantity (IDIQ) contracts to professional Architect-Engineer (A-E) firms to conduct professional commissioning services for OBO DoS Diplomatic Facilities Projects

Worldwide. Interested firms shall submit qualifications based on the Stage 1 requirements of this announcement. Upon receipt of qualifications submissions, the Department will conduct a technical evaluation in accordance with the selection criteria in FAR 36.602-1. If, upon evaluation of these submissions, there are a sufficient number of small businesses with the required demonstrated competence and qualifications, the procurement may be considered for a small business set-aside.

Offerors are advised the government will not pay for information submitted in response to this request for qualifications, nor will it compensate offerors for any costs incurred in the development/submission of its qualifications package.

As noted above, the procurement may be set aside, in some capacity, for small businesses. The decision will be based on whether a sufficient number of small business enterprises are determined to be the most highly qualified offerors, at the conclusion of the (Brooks Act) Stage 1 technical evaluation.

The North American Industry Classification System (NAICS) Codes for this service is 541330

(Engineering Services). The small business size standard is $25.5 million or less based on the annual average gross revenue of a firm which has been in business for 3 or more complete fiscal years.

Solicitation Process:

Selection shall be completed in accordance with the Brooks Act, P.L. 92-582 (40 U.S.C. 1101-

1104).This solicitation includes the following three stage process:

In Stage 1, offerors are to submit detailed information of the firm’s qualifications, personnel qualifications, commissioning plan and forms. Stage 1 submissions will be reviewed by the

Technical Evaluation Panel. Offerors will be ranked, and the highest technically qualified offerors will be the selected for the short-list to participate in the next Stage 2 of the solicitation.

Rankings from Stage 1 will not transfer to Stage 2.

Active Entity Registration on SAM.gov

Offerors, including any offeror organized as a joint venture, to include a de facto joint venture must have an active SAM registration at the time of Stage 1 submission and throughout the procurement process.

Any offeror whose registration is not active in SAM at the time of Stage 1 submission will be excluded from the process and their Stage 1 submissions will not be evaluated. If the

A/E proposes as a Joint Venture, the Joint Venture itself must be registered in SAM. The

Offeror must be the same Offeror that is registered in SAM at the time of Stage 1 submission and throughout the procurement process.

Stage 1 offerors short-listed to advance to Stage 2 will be notified in writing. The Government will provide detailed evaluation criteria for the Stage 2 submission at an appropriate time after the short-listed firms from Stage 1 are announced.

In Stage 2, the short-listed offeror(s) will assemble their technical teams including sub-consultants and submit detailed information in response to the criteria and relative to their proposed team, management plan, and past performance. Stage 2 submissions will be reviewed by the Technical Evaluation Panel. The Technical Evaluation Panel will make a determination of the most highly qualified teams consistent with the announced Stage 2 criteria and will recommend the offeror(s) for final selection of Stage 3 participation and award.

In Stage 2, the Department will re-confirm the Offerors’ SAM registration are active.

In the last stage, Stage 3 – the most highly qualified offerors as determined in Stage 2 will be issued a formal Solicitation with price proposal instructions. The price proposals will be reviewed by the Contracting Officer for fair and reasonable pricing and compliance with the

Solicitation instructions. At the conclusion of successful negotiations and pending facility clearance confirmation the resultant contract award(s) will be made.

Since a contract may result in an award over $500,000, large businesses will be required to submit a small business subcontracting plan prior to contract award. The NAICS 541330 small business size standard is $25.5 million average annual receipts.

SECURITY CLEARANCE REQUIREMENTS:

A. Eligibility to Perform Under Contract:

1. Successful offerors must possess or be able to obtain a Defense Counterintelligence and Security Agency (DCSA) Top Secret Facility Clearance (FCL), with Secret safeguarding authorization, issued in accordance with the National Industrial

Security Program Operating Manual (NISPOM), DOD 5220.22-M. Personnel requiring access to classified information or Controlled Access Areas (CAAs) at

DoS sites must possess Secret or Top Secret personnel security clearances issued by

DCSA.

2. Subcontractors who will require access to classified information or CAA spaces must also possess a Secret or Top Secret FCL and personnel clearances.

3. At least one contract will be awarded to a firm already possessing a Top Secret

FCL, and one contract will be awarded to a firm already possessing a Secret FCL.

4. Firms who possess Secret FCLs may be sponsored for an upgrade to Top Secret after contract award.

5. Offerors must submit their appropriate Commercial and Government Entity

(CAGE) Code with the required qualification documentation.

B. If a selected offeror does not already possess an Interim or Final Secret FCL, the

Department of State will sponsor the firm for a Secret FCL.

1. DoS will also sponsor joint ventures for an FCL; however, each entity comprising a joint venture must possess or be able to obtain an FCL prior to issuance of an FCL to the joint venture. Sponsorship does not guarantee that the firm will receive the clearance.

2. A period of six (6) calendar months from selection of the final offeror will be allowed for this offeror to obtain the necessary FCL. After this period the

Government may, at its discretion, consider awarding the contract to another firm or awarding less than six (6) contracts under this effort.

3. Contracts cannot be awarded until selected firms receive an interim Secret FCL.

SCOPE and TASK ORDERS

A. The Commissioning will be for OBO/DoS Diplomatic facilities located overseas.

B. Each contract will have a ceiling of $25,000,000 over a period of five (5) years, $5,000,000 per year (one (1) year base contract with four (4) option years)

C. Task orders will be placed against the contract on an as-needed basis with a minimum of

$10,000 awarded over the contract period.

1. Individual task orders will be negotiated for each requirement with the commissioning estimated cost ranging from $50,000 to $3,000,000.

2. The successful firms must be able to successfully complete the commissioning engineering tasks. A Certified Commissioning Professional (CCP), Commissioning

Process Management Professional (CPMP) or Commissioning Agent (CxA), will be required to oversee all commissioning procedures and work.

D. The task orders will consist of a multi-disciplined group of licensed architects and engineers, who will work on the commissioning assignments exclusively for the length of the assignments (generally six (6) months on the commissioning site).

1. The Commissioning Firm shall be capable of dispatching qualified Commissioning

Professionals to three (3) separate Embassy/Consulate posts simultaneously for no less than six (6) month on-site assignments at each post.

STANDARDS: The work must comply with the following Standards:

A. American Society of Heating, Refrigerating and Air Conditioning Engineers

(ASHRAE)

B. ASTM International

C. International Organization for Standardization (ISO)

D. Leadership in Energy and Environmental Design (LEED) for New Construction (NC)

1. Fundamental Commissioning

2. Enhanced Commissioning

SERVICE TASKS & DOCUMENTATION: Typical commissioning services include and may not be limited to the following:

A. Review the Owner’s Project Requirements (OPR) for the Basis of Design (BOD)

Document for each project seeking LEED Certification (Fundamental and Enhanced

Commissioning)

1. Design-Build (D/B) Contracts: Document prepared for the Request for Proposal

(RFP) Bridging Documents

2. Design-Bid-Build (D/B/B) Contracts: Document prepared to accompany the Scope of Work (SOW) for A-E Services

B. Prepare project specific Commissioning Plan

1. Oversight and coordination of commissioning process

C. Verify installation and performance of Commissioned Systems:

1. Pre-functional Checklist (PFC) and Functional Test Procedure development

2. Integrated Systems Test (IST) Procedures

3. Planning, Oversight and Documentation:

• Equipment start-up

• Functional Performance Testing (FPT)

4. Commissioning Action List

D. Commissioning Meetings:

1. Prepare Agenda

2. Prepare Meeting Minutes

E. CxA Review of BOD

F. CxA-provided System Level Training

G. Final Commissioning Report

H. CxA Design Reviews

I. Construction Submittal Reviews for Commissioned Systems

J. Systems Manual Review

K. CMMS Submittal Review and Verification

L. Training Verification

M. Warranty and Building Operations Inspection Meeting

N. Post-Occupancy, Updated Final Commissioning Report

FIRM QUALIFICATIONS: Minimum qualifications for the Commissioning Firm include:

A. Experience working directly for the owner as a commissioning agent on at least three (3) new construction projects greater than $50 million in construction costs and/or complexity similar to new Embassy/Consulate construction (e.g., Commercial Office with power generation, healthcare facilities, school campus, etc.);

B. Certified commissioning professionals (i.e., Certified Commissioning Professional

(CCP), Commissioning Agent (CxA), Commissioning Process Management Professional

(CPMP), or equivalent certification) committed to the DoS projects;

C. At least one LEED Accredited Professional (LEED AP) to act as a focal point for coordinating issues associated with accomplishing LEED requirements;

D. A library of standard commissioning forms and templates, including electronic versions, for building mechanical, electrical, and life safety systems;

E. In-house expertise in facility equipment and systems (i.e., system operations and maintenance as an owner or service contractor);

F. In-house expertise in Building Automation Systems (BAS) design, installation and startup.

G. In-house expertise or contingency contracts for the following specialty subcontractors:

1. Fire Protection and Life Safety

2. Roofing

3. Elevator Equipment and Testing

4. Mechanical Equipment and Testing

5. HVAC Testing & Balancing

6. Water Testing

7. Infra-Red Energy Scanning

8. Electrical Testing

9. Building Envelopes

INDIVIDUAL QUALIFICATIONS: Each field Commissioning Professional shall have most, if not all, of the following qualifications:

A. Served as a commissioning professional for at least three (3) commissioning projects greater than $50 million in construction costs and which included mechanical, electrical, and life safety systems in the commissioning program;

B. Excellent verbal and written communication skills; including preparing documents using active voice, second person present tense;

C. Experience in team building and facilitation;

D. Extensive experience in the operation and troubleshooting of HVAC systems and energy monitoring and control systems;

E. Experience in energy-efficient system design and control strategy optimization;

F. Experience defining, creating, and analyzing system performance data, especially using trend log capabilities of direct digital control (DDC) systems;

G. Knowledgeable in building operations and maintenance procedures, documentation, and training;

H. Experience evaluating and spot-checking testing and balancing procedures;

I. Experience in electrical power distribution systems including generators, transformers, switchgear, etc.

J. General knowledge of the LEED Commissioning Requirements;

K. Experience in measuring air leakage through building envelopes/partitions under controlled cross-partition pressure differences.

SUBMITTAL REQUIREMENTS: Firms which meet the requirements of this solicitation are invited to submit the following material:

A. Copies of Standard Form (SF) 330, Architect-Engineer (A-E) Qualifications;

B. Copies of a qualification statement, in block H of the SF 330, addressing the evaluation criteria listed below;

C. Copies of a Commissioning plan produced by the firm regarding an office building/facility construction project;

D. A copy, of a representative sampling of a library of standard commissioning forms and templates, including electronic versions of all; in-house expertise in building mechanical, electrical, and life safety system design;

E. Evidence of in-house expertise in building and facility system operations and maintenance as an owner or service contractor;

F. Evidence of in-house expertise in BAS control system design, installation, and startup;

G. Resumes and qualifications demonstrating expertise and compliance with the requirements and a description of the firm’s management plan to staff three (3) embassies/consulates with qualified personnel and to provide qualified mechanical, electrical, and life safety technical experts to support the on-site personnel;

H. Copies of a sample of a document demonstrating the firm’s ability to write a short technical document using active voice, second person present tense. (Ref: Plain Writing

Act of 2011);

I. Copy of LEED AP Certificate of at least one (1) firm employee.

EVALUATION CRITERIA:

A. Experience working directly for the owner as a commissioning agent on at least three (3) new construction projects greater than $50 million in construction cost and/or complexity similar to New Embassy/Consulate construction (e.g., Commercial Office with power generation, healthcare facilities, school campus, etc.).

B. In-house certified commissioning professionals (i.e., Certified Commissioning

Professional (CCP), Commissioning Agent (CxA), Commissioning Process Management

Professional (CPMP), or equivalent certification) committed to serving as an objective, independent advocate of the owner on the DoS projects

C. In-house LEED AP to act as a focal point for coordinating issues associated with accomplishing LEED requirements;.

D. Experience at developing a written commissioning plan, conducting a Commissioning

(Cx) scoping meeting, reviewing design and construction submittals, shop drawings, facility systems, assemblies, and installation of installed systems. Experience in developing start-up checks, functional test verification and acceptance procedures to achieve the Owner’s Project Requirements. The capability to document the Cx Process with a library of standard commissioning forms and templates, including electronic versions of all in-house expertise in building mechanical, electrical, and life safety system design.

E. Expertise in building facility system operations and maintenance as an owner or service contractor.

F. Expertise in BAS control, communication and life safety system design, installation and start-up.

G. Ability to provide periodic status reports and a final Cx report.

H. The capability of dispatching qualified Commissioning Professionals to three (3) separate

Embassy/Consulate posts simultaneously for no less than six (6) month on-site assignments at each post. A description of the firm’s management plan to staff three (3) embassies with qualified mechanical, electrical, and life safety technical experts to support the on-site personnel.

I. Each field Commissioning Professional shall have most, if not all, of the following qualifications:

1. Served as CxA for at least three (3) commissioning projects greater than $50 million in construction costs and which included mechanical, electrical, and life safety systems in the commissioning program;

2. Excellent verbal and written communication skills;

3. Experience in team building and facilitation;

4. Extensive experience in the operation and troubleshooting of HVAC systems, energy monitoring, and control systems;

5. Experience in energy-efficient system design and control strategy optimization;

6. Experience defining, creating, and analyzing system performance data, especially using trend log capabilities of direct digital control (DDC) systems;

7. Knowledgeable in building operations and maintenance procedures, documentation, and training;

8. Experience evaluating and spot-checking testing and balancing procedures;

9. Experience in electrical power distribution systems including generators, transformers, switchgear, etc.

SAM Registration (PASS/FAIL – Offeror must receive a Pass for Stage 1 submission to be evaluated):

Offerors, including any offeror organized as a joint venture, to include a de facto joint venture must have an active SAM registration at the time of Stage 1 submission and throughout the procurement process.

Any offeror whose registration is not active in SAM at the time of Stage 1 submission will be excluded from the process and their Stage 1 submissions will not be evaluated. If the

A/E proposes as a Joint Venture, the Joint Venture itself must be registered in SAM.

Stage 1 Submittal Due Date & Instructions for Electronic Submission

All Stage 1 submissions must be received by 2:00 p.m., Eastern Standard Time, on or before

Tuesday, May 28th, 2024 Friday, May 31st, 2024.

ONLY Electronic submissions/responses are accepted. All submissions must be E-mailed/shared to the fan.gov email addresses below. Do NOT upload anything to a Third-party website and send us the link. We are not authorized to download any documents from any third-party websites.

Subject of email must include solicitation number 19AQMM24R0131, Worldwide Cx

Construction Services IDIQ.

Email submissions are authorized to be sent to the following FAN addresses:

Primary: WillisJC2@FAN.gov.

Please UPLOAD the Stage 1 submission (with both PDF files) to your Google Drive (FAN –

Foreign Affairs Network or personal) AND share/send the Stage 1 submission from Google to the FAN.gov email addresses above and please give the CO’s EDIT permission for these files.

The files will just be downloaded.

In order to upload your proposals onto Google Drive and share, perform the following steps:

1. Go to drive.google.com, log into your Google account with your username and password.

If you do not have a Google account, you will need to create one.

2. At the top left, click New then select File Upload or Folder Upload, and choose your file or folder you want to upload.

3. Right click the file or folder you want to share and select SHARE.

4. Enter these email addresses: WillisJC2@fan.gov. Make sure the EDITOR option mailto:WillisJC2@FAN.gov mailto:WillisJC2@fan.gov selected.

5. Click Send.

Note: If you have a FAN (Foreign Affairs Network) account upload the proposals to the FAN

Google Drive. If you do not have a FAN account, you can upload the proposals to a personal

Google Drive then share. Sharing from your personal Google Drive account is acceptable.

Clarification Requests

Requests for clarification must be submitted, in writing, to Jennifer C. Willis and Jillian Savage, no later than 2:00 p.m., Eastern Standard Time, May 13th, 2024. The email address to submit clarification questions is WillisJC2@state.gov and or WillisJC2@fan.gov and

SavageJM@state.gov .

mailto:WillisJC2@state.gov mailto:WillisJC2@fan.gov mailto:SavageJM@state.gov