3-06. Attachment B. Bid Criteria and Statement of Qualifications.pdf
PDF 194 KB Posted
- Attached to
- Airport Baggage Handling Upgrade
- Solicitation number
- BVB 414-26
- Issued by
- Orange County, Texas
About this file
This is a bid criteria and statement of qualifications document issued by the City of Amarillo for the Rick Husband Amarillo International Airport Baggage Handling System Upgrades project. The City employs a Best Value Bid procurement method authorized under Texas Local Government Code Section 252.043, which allows evaluation criteria beyond price alone. Bidders must submit proposals on forms furnished by the City with pricing stated clearly and legibly in ink or typewritten format. All proposals must be executed properly with appropriate signatures and authorization documentation based on the bidder's business structure (individual, partnership, corporation, or other entity). The City requires joint ventures to comprise no more than two firms, with each completing separate evaluations. Failure to submit required evaluation information may result in proposal rejection at the City's discretion, and material misstatements on qualification forms may constitute grounds for rejection or post-award contract termination.
The City's evaluation framework allocates 100 maximum points across three categories: Base Bid Purchase Price (40 points), Bidder Qualifications (50 points), and Safety Record Questionnaire (10 points). Bidder Qualifications are assessed using a Statement of Qualifications addressing reputation, service quality, past City relationships, performance timelines, and key personnel experience. Safety Record evaluation examines OSHA citations within three years, environmental protection violations within five years, criminal convictions resulting in bodily harm within ten years, and Experience Modification Ratio (EMOD) scores. Bidders must provide comprehensive organizational information, including corporate structure, financial data, construction experience, key personnel biographical details with project histories, and major equipment lists. The City requires documentation of projects completed within the past five years, detailed subcontractor information for firms providing more than 10 percent of contract work, and reference contact information. Post-closing requirements mandate submission of a final subcontractor list within seven business days after the proposal due date.
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INSTRUCTIONS FOR BID
1. PREPARATION FOR PROPOSAL
1.1 The proposal shall be correctly filled in, stating the price in numerals for which the Bidder intends to do the work contemplated or furnish the materials required. Such prices shall be written in ink, distinctly and legibly, or typewritten. In case of discrepancy between the unit price and the extended total for a proposal item, the unit price will be taken. A proposal that has been opened may not be changed for the purpose of correcting an error in the proposal price. The Bidder shall submit the proposal on forms furnished by the City, and any corrections to the proposal price must be made on the proposal submittal prior to proposal opening.
1.2 If the proposal is submitted by an individual, his name must be signed by him or his duly authorized agent. If a proposal is submitted by a firm, association, or partnership, the name and address of each member must be given and the proposal signed by a member of the firm, association or partnership, or person duly authorized. If the proposal is submitted by a company or corporation, the company or corporate name and business address must be given, and the proposal signed by an official or duly authorized agent. Powers of attorney authorizing agents or others to sign proposals must be properly certified and must be in writing and submitted with the proposal. The proposal shall be executed in ink.
BEST VALUE BID CRITERIA
BASIS OF PROPOSALS AND SELECTION CRITERIA
The City of Amarillo uses the Best Value Bid procurement method as authorized by the Texas
Legislature and further defined by Texas Local Government Code Title 8, Subtitle A, Section
252.043. Criteria used from Sec. 252.043(b) may include:
(a) the purchase price.
(b) the reputation of the bidder and of the bidder's goods or services.
(c) the quality of the bidder's goods or services.
(d) the bidder's past relationship with the COA
(e) any relevant criteria specifically listed in the request for bids or proposals.
The Maximum Point value is equal to 100 points. The selection criteria used to evaluate each proposal includes the following:
A. BASE BID PURCHASE PRICE (40 POSSIBLE POINTS):
Submit pricing with your bid response on the form of proposal from provided with this bid document. The quality of Bidders is not judged solely by a low initial cost proposal or, conversely, eliminated solely because of a high initial cost proposal.
B. BIDDER QUALIFICATIONS (50 POSSIBLE POINTS):
Evaluation of the Bidder’s qualifications will use the “Bidders Statement of
Qualifications” and any past experience with the Bidder. The “Bidders Statement of
Qualifications” is a minimum, and the Bidder may provide additional pertinent information relevant to the project for which they are submitting this proposal.
Evaluation of Bidder’s qualifications will be based on the following:
a) Reputation of the Bidder and Bidder’s goods and services
b) The quality of the Bidder’s goods and services
c) The Bidder’s past relationship with the City of Amarillo.
d) The Bidder’s ability to perform the work within the time specified without delay or interference.
e) Evaluation of the experience and qualifications of the Bidder’s proposed key personnel to execute the project.
C. SAFETY RECORD QUESTIONNAIRE (10 POSSIBLE POINTS):
Evaluation of the Safety Record Questionnaire will be based on the sum of the four questions in the questionnaire. Questions 1 through 3 have a maximum point rating of one (1) point. A NO response will receive 1 point. A YES response will be evaluated for a point value between 0 and 1.
Question 4 relates to the Experience Modification Ratio(EMOD). The lowest EMOD score of proposals received becomes the standard of evaluation. The lowest EMOD will receive a maximum point score for Question 4 of two (2) points. Other EMOD scores will be evaluated by taking the lowest EMOD score and divide it by the EMOD score of the proposal being evaluated. That fraction will then be multiplied by the maximum point value of 2 to determine the point value for the proposal being evaluated.
Bidders Statement of Qualifications
Individual Bidders and joint ventures submitting a proposal must complete the following evaluation information for the Project. Joint ventures shall be composed of not more than two firms and each firm must complete separate evaluations. Evaluation information must be submitted at time of proposal submittal. Failure to submit the following
Bidder Evaluation information may result in the OWNER considering the proposal non-responsive and result in rejection of the proposal by the OWNER. Bidders are to provide any additional information requested by the
OWNER.
The OWNER reserves the right to waive irregularities in determining the firm's qualifications and reserves the right to require the submission of additional information at the discretion of the purchasing agent in writing.
The qualifications of a firm shall not deprive the OWNER of the right to accept a proposal, which in its judgement is the best value to the OWNER, to reject any and all proposals, to waive irregularities in the proposals, or to reject nonconforming, non- responsive, or conditional proposals. In addition, the OWNER reserves the right to reject any proposal where circumstances and developments have in the opinion of the OWNER changed the qualifications or responsibility of the firm.
Material misstatements on the qualification’s forms may be grounds for rejection of the firm's proposal on this project.
Any such misstatement, if discovered after award of the contract to such firm, may be grounds for immediate termination of the contract. Additionally, the firm will be liable to the OWNER for any additional costs or damages to the OWNER resulting from such misstatements, including costs and attorney's fees for collecting such costs and damages.
Complete the following information for your organization:
Bidder’s General Information
Organization Doing Business As
Business Address of Principle Office
Telephone Numbers
Main Number
Fax Number
Web Site Address
Form of Business (Check One) A Corporation A Partnership An Individual
If a Corporation
Date of Incorporation
State of Incorporation
Chief Executive Officer’s Name
President’s Name
Vice President’s Name(s)
Secretary’s Name
Treasurer’s Name
If a Partnership
Date of Organization
State whether partnership is general or limited
If an Individual
Name
Business Address
Identify all individuals not previously named which exert a significant amount of business control over the organization
Indicators of Organization Size
Average Number of Current Full Time
Employees Average Estimate of Revenue for the Current Year
Bidder’s Organizational Experience
Business Address of Regional Office
Name of Regional Office Manager
Telephone Numbers
Main Number
Fax Number
Web Site Address
Organization History
List of names that this organization currently, has or anticipates operating under over the history of the organization, including the names of related companies presently doing business:
Names of Organization From Date To Date
List of companies, firms or organizations that own any part of the organization.
Name of companies, firms or organization Percent Ownership
Construction Experience
Years experience in projects similar to the proposed project:
As a General Bidder As a Joint Venture Partner
Has this or a predecessor organization ever defaulted on a project or failed to complete any work awarded to it?
If yes provide full details in a separate attachment. See attachment No.
Has this or a predecessor organization been released from a proposal or proposal in the past ten years?
Has this or a predecessor organization ever been disqualification as a Bidder by any local, state, or federal agency within the last five years?
Is this organization or your proposed surety currently in any litigation or contemplating litigation?
Has this or a predecessor organization ever refused to construct or refused to provide materials defined in the contract documents?
Bidder’s Proposed Key Personnel
Proposed Project Organization
Provide a brief description of the managerial structure of the organization and illustrate with an organizational chart.
Include the title and names of key personnel. Include this chart as an attachment to this description. See attachment
No.
Provide a brief description of the managerial structure proposed for this project and illustrate with an organizational chart. Include the title and names of proposed key personnel and alternates. Include this chart as an attachment to this description. See attachment No.
Experience of Key Personnel
Provide information on the key personnel proposed for this project that will provide the following key functions.
Provide information for candidates for each of these positions on the pages for each of these key personnel. Also provide biographical information for each primary and alternate candidate as an attachment. The biographical information must include the following as a minimum: technical experience, managerial experience, education and formal training, work history which describes project experience, including the roles and responsibilities for each assignment, and primary language. Additional information highlighting experience which makes them the best candidate for the assignment should also be included.
Role Primary Candidate Alternate Candidate
Project Manager
Project Superintendent
Project Safety Officer
Quality Control Manager
If key personnel are to fulfill more than one of the roles listed above, provide a written narrative describing how much time will be devoted to each function, their qualifications to fulfill each role and the percentage of their time that will be devoted to each role. If the individual is not to be devoted solely to this project, indicate how time it to be divided between this project and their other assignments.
Proposed Project Managers
Primary Candidate
Name of Individual
Years of Experience as Project Manager
Years of Experience with this organization
Number of similar projects as Project Manager
Number of similar projects in other positions
Current Project Assignments
Name of Assignment Percent of Time Used for this Project
Estimated Project
Completion Date
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference)
Name Name
Title/ Position Title/ Position
Organization Organization
Telephone Telephone
E-mail E-mail
Project Project
Candidate role on
Project Candidate role on
Project
Alternate Candidate
Name of Individual
Years of Experience as Project Manager
Years of Experience with this organization
Number of similar projects as Project Manager
Number of similar projects in other positions
Current Project Assignments
Name of Assignment Percent of Time Used for this Project
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference)
Title/ Position Title/ Position
Organization Organization
Telephone Telephone
E-mail E-mail
Project Project
Candidate role on
Project Candidate role on
Project
Proposed Project Superintendent
Name of Individual
Years of Experience as Project Superintendent
Years of Experience with this organization
Number of similar projects as Superintendent
Number of similar projects in other positions
Current Project Assignments
Name of Assignment Percent of Time Used for this Project
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference)
Title/ Position Title/ Position
Organization Organization
Telephone Telephone
E-mail E-mail
Project Project
Candidate role on
Project Candidate role on Project
Years of Experience as Project Superintendent
Years of Experience with this organization
Number of similar projects as Superintendent
Number of similar projects in other positions
Current Project Assignments
Name of Assignment Percent of Time Used for this Project
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference)
Title/ Position Title/ Position
Organization Organization
Telephone Telephone
E-mail E-mail
Project Project
Candidate role on
Project
Proposed Project Safety Officer
Name of Individual
Years of Experience as Project Safety Officer
Years of Experience with this organization
Number of similar projects as Safety Officer
Number of similar projects in other positions
Current Project Assignments
Name of Assignment Percent of Time Used for this Project
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference)
Title/ Position Title/ Position
Organization Organization
Telephone Telephone
E-mail E-mail
Project Project
Candidate role on
Project
Years of Experience as Project Safety Officer
Years of Experience with this organization
Number of similar projects as Safety Officer
Number of similar projects in other positions
Current Project Assignments
Name of Assignment Percent of Time Used for this Project
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference)
Title/ Position Title/ Position
Organization Organization
Telephone Telephone
E-mail E-mail
Project Project
Candidate role on
Project
Proposed Project Quality Control Manager
Name of Individual
Years of Experience as Quality Control Manager
Years of Experience with this organization
Number of similar projects as Quality Manager
Number of similar projects in other positions
Current Project Assignments
Name of Assignment Percent of Time Used for this Project
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference)
Title/ Position Title/ Position
Organization Organization
Telephone Telephone
E-mail E-mail
Project Project
Candidate role on
Project
Years of Experience as Quality Control Manager
Years of Experience with this organization
Number of similar projects as Quality Manager
Number of similar projects in other positions
Current Project Assignments
Name of Assignment Percent of Time Used for this Project
Reference Contact Information (listing names indicates approval to contacting the names individuals as a reference)
Title/ Position Title/ Position
Organization Organization
Telephone Telephone
E-mail E-mail
Project Project
Candidate role on
Project
Bidder’s Project Experience and Resources
Projects
Provide a list of major projects that are currently underway, or have been completed within the last ten years on
Attachment A
Provide a completed Project Information form (Attachment B) for projects that have been completed in the last five years which specifically illustrate the organizations capability to provide best value to the Owner for this project.
Include a completed Project Information form (Attachment B) for projects which illustrate the experience of the proposed key personnel.
Provide a description of your organizations approach to completing this project to provide best value for the Owner.
Including a description of your approach in the following areas:
1. Contract administration
2. Management of sub-contractor and suppliers
3. Time management
4. Cost control
5. Quality management
6. Project site safety
7. Managing changes to the project
8. Managing equipment
Equipment
Provide a list of major equipment proposed for use on this project. Attach Additional Information if necessary
Equipment Item Primary Use on Project Own Will
Buy Lease
Division of Work between Organization and Sub-Contractor
What work will the organization complete using its own resources?
What work does the organization propose to subcontract on this project?
Bidder’s Sub-contractors and Vendors
Project Sub-contractors
Provide a list of sub-contractors that will provide more than 10 percent of the work (based on contract amounts
Name Work to be Provided Est. Percent of Contract
Provide information on the proposed key personnel, project experience and a description of past relationship and work experience for each sub-contractor listed above using the Project Information Forms.
Equipment Vendors
Provide a list of major equipment proposed for use on this project. Attach Additional Information if necessary
Vendor Name
Equipment / Material Provided Furnish
Only
Furnish and Install
A tt a c h m e n t
C u rr en t P ro je ct s a n d P ro je ct C o m p le te d w it h in t h e la st
Y ea rs
P ro je ct
O w n er je ct
N am e
G en er al
D es cr ip ti o n o f P ro je ct
P ro je ct
C o st
D at e
P ro je ct
C o m p le te d
K ey
P ro je ct
P er so n el je ct M an ag je ct
S u p er in te n d en t
S af et y
O ff ic
Q al it y n tr o l
M an
N
R ef er en ce C o n ta ct
I n fo rm at io n li st in g n am es i n d ic at es a p p ro v al t o c o n ta ct in g t h e n am es i n d iv id u al s as a r ef er en ce e
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D
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P o si ti an iz at ep h o n e E
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L it ig at io n o r D is p u te
R ev ie w
B o ar d s
N u m b er o f Is o lv ta l A m o u n t in v o lv ed i o lv ed I ss m b er o f
Is d ta l A m o u n t in v o lv ed o lv ed I ss je ct
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N er al
D es cr ip ti o n o f P ro je ct
B u d g et a n d
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C o m p le ti o n
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C o m p le ti o n
D
P ro je ct
P er so n je ct M an je ct
S et y
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P o si ti an iz at ep h o n e E
-m ai l
O w ig n st ru ct io n
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D is p u te s
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R es o lu ti o n b y A rb it ra ti o n
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B o ar d s
N u m b er o f Is o ta l A m o u n t in v o lv ed o lv ed I ss m b er o f
Is d ta l A m o u n t in v o lv ed o lv ed I ss je ct
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P ro je ct
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S et y
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P ro p o se d f o r th is P ro
I n d iv id u al S ta rt a n d C o m p le te t h e
P ro je o t, w h o s ta rt ed o r co m p le te d t h e p ro je ct i n t h ei r p la so n f o r ch an er en ce C o n ta ct
I n fo rm at io n li st in g n am es i n d ic at es a p p ro v al t o c o n ta ct in g t h e n am es i n d iv id u al s as a r ef er en e
T it le
P o si ti an iz at ep h o n e E
-m ai l
O w ig n st ru ct io n
M an es
D is p u te s
R es o lv ed o r P en d in g
R es o lu ti o n b y A rb it ra ti o n
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R ev ie w
B o ar d s
N u m b er o f Is o ta l A m o u n t in v o lv ed o lv ed I ss m b er o f
Is d ta l A m o u n t in v o lv ed o lv ed I ss
Safety Record Questionnaire
The City of Amarillo City Council desires to avail itself of the benefits of Section 252.0435 of the Local Government Code, and consider the safety records of potential Bidders prior to awarding proposals on City contracts. Pursuant to Section
252.0435 of the Local Government Code, City of Amarillo has adopted the following written definition and criteria for accurately determining the safety record of a Bidder prior to awarding proposals on City contracts.
The definition and criteria for determining the safety record of a Bidder for this consideration shall be:
The City of Amarillo shall consider the safety record of the Bidders in determining the responsibility thereof. The City may consider any incidence involving worker safety or safety of the citizens of the City of Amarillo, be it related or caused by environmental, mechanical, operational, supervision or any other cause or factor. Specifically, the City may consider, among other things:
a. Complaints to, or final orders entered by, the Occupational Safety and Health Review Commission (OSHRC), against the Bidder for violations of OSHA regulations within the past three (3) years.
b. Citations (as defined below) from an Environmental Protection Agency (as defined below) for violations within the past five (5) years. Environmental Protection Agencies include, but are not necessarily limited to, the U.S. Army
Corps of Engineers (USACOE), the U.S. Fish and Wildlife Service (USFWS), the Environmental Protection
Agency (EPA), the Texas Commission on Environmental Quality (TCEQ), the Texas Natural Resource
Conservation Commission (TNRCC) (predecessor to the TCEQ), the Texas Department of State Health Services
(DSHS), the Texas Parks and Wildlife Department (TPWD), the Structural Pest Control Board (SPCB), agencies of local governments responsible for enforcing environmental protection or worker safety related laws or regulations, and similar regulatory agencies of other states of the United States. Citations include notices of violation, notices of enforcement, suspension/revocations of state or federal licenses or registrations, fines assessed, pending criminal complaints, indictments, or convictions, administrative orders, draft orders, final orders, and judicial final judgments.
c. Convictions of a criminal offense within the past ten (10) years, which resulted in bodily harm or death.
d. Any other safety related matter deemed by the City Council to be material in determining the responsibility of the
Bidder and his or her ability to perform the services or goods required by the proposal documents in a safe environment, both for the workers and other employees of Bidder and the citizens of the City of Amarillo.
In order to obtain proper information from Bidders so that City of Amarillo may consider the safety records of potential
Bidders prior to awarding proposals on City contracts, City of Amarillo requires that Bidders answer the following three (3) questions and submit them with their proposals:
QUESTION ONE
Has the Bidder, or the firm, corporation, partnership, or institution represented by the Bidder, or anyone acting for such firm, corporation, partnership or institution, received citations for violations of OSHA within the past three (3) years?
YES NO
If the Bidder has indicated YES for question number one above, the Bidder must provide to City of Amarillo, with its proposal submission, the following information with respect to each such citation:
Date of offense, location of establishment inspected, category of offense, final disposition of offense, if any, and penalty assessed.
Bidder’s Initials
QUESTION TWO
Has the Bidder, or the firm, corporation, partnership, or institution represented by the Bidder, or anyone acting for such firm, corporation, partnership or institution, received citations for violations of environmental protection laws or regulations, of any kind or type, within the past five years? Citations include notice of violation, notice of enforcement, suspension/revocations of state or federal licenses, or registrations, fines assessed, pending criminal complaints, indictments, or convictions, administrative orders, draft orders, final orders, and judicial final judgments.
If the Bidder has indicated YES for question number two above, the Bidder must provide to City of Amarillo, with its proposal submission, the following information with respect to each such conviction:
Date of offense or occurrence, location where offense occurred, type of offense, final disposition of offense, if any, and penalty assessed.
QUESTION THREE
Has the Bidder, or the firm, corporation, partnership, or institution represented by Bidder, or anyone acting for such firm, corporation, partnership, or institution, ever been convicted, within the past ten (10) years, of a criminal offense which resulted in serious bodily injury or death?
If the Bidder has indicated YES for question number three above, the Bidder must provide to City of Amarillo, with its proposal submission, the following information with respect to each such conviction:
Date of offense, location where offense occurred, type of offense, final disposition of offense, in any, and penalty assessed.
QUESTION FOUR
Provide your company’s Experience Modification Rate and supporting information:
PROPOSED LIST OF SUB-CONTRACTORS
Company Name Location Services Provided
THIS FORM SHALL BE COMPLETED AND RETURNED ALONG WITH YOUR PROPOSAL
IF NO SUB-CONTRACTORS WILL BE USED PLEASE INDICATE SO
SUBMITTED BY:
(PRINT NAME OF COMPANY)
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POST-CLOSING DOCUMENT REQUIREMENTS
The below-listed document must be received in the Purchasing Department Not Later
Than when bonds and contracts are due to OWNER after the close date when proposals are due.
FINAL LIST OF SUB-CONTRACTORS
FINAL LIST OF SUB-CONTRACTORS
Company Name Location Services Provided
SUBMITTED BY:
(PRINT NAME OF COMPANY)
THIS FORM SHALL BE COMPLETED AND RETURNED NOT LATER THAN SEVEN BUSINESS
DAYS AFTER THE CLOSE DATE WHEN PROPOSALS ARE DUE
IF NO SUB-CONTRACTORS WILL BE USED PLEASE INDICATE SO
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File details come from the government source that posted it. Updated .