New Albany IN OPC - PreBid Conference Slide Deck.pdf

Prepared for: U.S. Department of Veterans Affairs (VA)

OUTPATIENT CLINIC NEW ALBANY, IN

PRE-BID CONFERENCE

RLP No. 36C10F24R0055

AUGUST 01, 2024

Prepared by:

U.S. Department of Veterans Affairs and DHC | Cushman & Wakefield – New Albany, IN OPC RLP 36C10F24R0055

RULES / REMINDERS

• This pre-bid conference is being recorded

• The slide presentation will be posted on SAM.gov

• Please submit questions in writing to the VA team members listed below by 4:00pm EDT on August 15, 2024. Questions must reference the RLP/Lease clause and be submitted in a single Word document.

James@dhcres.com with a copy to Brandy.Pilco@cushwake.com

Respect Procurement Integrity and Sensitivity

AGENDA

1. Introductions & Opening Remarks

2. Project Overview

3. RLP Package Overview

– RLP Sections

– How to Submit an Offer

4. Design Overview

– Appendices Review

5. Key Procurement Dates / Wrap up

U.S. Department of Veterans Affairs and DHC | Cushman & Wakefield – New Albany, IN OPC RLP 36C10F24R0055

Introductions & Opening Remarks

• Brian Hilton, Senior Realty Specialist - PM, VACO

• Earnest Jackson, Lease Contracting Officer, VACO

• Peter Favret, Senior Resident Engineer, ORP

• Nick Hall, Associate Director of ORP Delivery Team

• Kristen Tingley, Strategic Planner, VHA - Louisville MC

• Bruce Metts, Healthcare Facility Planner, CFM Office of Planning

• John Denny, Chief Engineer, VHA - Louisville MC

• Jodie Babb, Chief Admin Officer Primary Care, VAMC Louisville, KY

• Jon Luttwak, DHC Real Estate Services - Real Estate Advisor to VA

• James Cassidy, DHC Real Estate Services - Real Estate Advisor to VA

• Emily Erlenbach, DHC Real Estate Services - Real Estate Advisor to VA

• Brandy Pilco, Cushman & Wakefield - Real Estate Advisor to VA

CFM Office of Planning

Project Overview

U.S. Department of Veterans Affairs and DHC | Cushman & Wakefield – New Albany, IN OPC RLP 36C10F24R0055

• Veterans Affairs Outpatient Clinic (OPC)

• Only eligible Service-Disabled Veteran-Owned Small Businesses shall be permitted to offer on this procurement.

• Approximately 41,873 minimum – 49,262 maximum ANSI/BOMA Office Area (ABOA) square feet on no more than two contiguous floors

• 300 surface/outside parking spaces dedicated for VA’s exclusive use

• Price proposals must be submitted for a 15-year firm term and a 20-year firm term Lease

• Fully serviced lease, with all utilities, taxes and janitorial included in rent. Offer should also include stated TI improvement allowance.

• Lease Term Commencement Date will be upon acceptance of the space.

• Substantial Completion is anticipated approximately 26 months from award.

The Requirement

U.S. Department of Veterans Affairs and DHC | Cushman & Wakefield – New Albany, IN OPC RLP 36C10F24R0055

Procurement Steps Issuance of Request for Lease Proposals

Pre-Bid Conference

Receipt of Initial Offers

Evaluation of Initial Offers (Technical and Price)

Request Clarifications and initiate Discussion with Offerors, as necessary

Request Revised Proposals (if appropriate)

Initiate Environmental and Cultural Resources Reviews

Real Property Legal Group (RPLG) and Congressional Reviews

Award

RLP OVERVIEW

U.S. Department of Veterans Affairs and DHC | Cushman & Wakefield – New Albany, IN OPC RLP 36C10F24R0055

RLP No. 36C10F24R0055 Read all parts of the RLP in its entirety and respond accordingly

The RLP is broken into the following five sections:

Section 1: Statement of Requirements Section 2: Eligibility and Preferences for Award Section 3: How to Offer Section 4: Method of Award Section 5: Additional Terms and Conditions

All sections and components of the RLP are important; however, the following slides are used to address specific areas of the RLP.

U.S. Department of Veterans Affairs and DHC | Cushman & Wakefield – New Albany, IN OPC RLP 36C10F24R0055

SECTION 1 – STATEMENT OF REQUIREMENTS

SECTION 1.02 (F) -- Lease Term

Lease term shall be up to 20 years. Offers must submit pricing for (A) 15-year firm term and (B) 20-year firm term

Section 1.03 -- Area of Consideration

Northern Boundary: E on US-150, E on Buck Creek Rd, N on Scottsville Rd, E on Martin Rd, N on St. Marys Rd, E on Campion Rd, E on Moser Knob Rd, N on N Skyline Dr, E on N Skyline Dr, E on Fairview Knob Rd, S on Grant Line Rd, S on Chapel Ln, E on Charlestown Rd

Southern Boundary: W on E 10th St, W on I-65, W on Brown's Station Way, S on Vincennes St, W on E Main St, W on Corydon Pike, W on Main St

Eastern Boundary: S on US-31, S on Hamburg Pike, E on Dutch Ln

Western Boundary: N on Oakes Rd, N on Edwardsville Galena Rd, W on Old Vincennes Rd, N on Edwardsville Galena Rd

Buildings with Property boundary(ies) on the boundary street are deemed to be within the delineated Area of Consideration

U.S. Department of Veterans Affairs and DHC | Cushman & Wakefield – New Albany, IN OPC RLP 36C10F24R0055

Section 1.03 -- Area of Consideration (continued)

U.S. Department of Veterans Affairs and DHC | Cushman & Wakefield – New Albany, IN OPC RLP 36C10F24R0055

SECTION 1.04 -- Unique Requirements

1. Offered space must be located on no more than two (2) contiguous floors and all space on each floor must be contiguous. If space offered is on two floors, a minimum of two (2) passenger elevators and one (1) combination (passenger/freight) elevators must be provided.

2. Bifurcated sites, inclusive of parking, are not permissible.

3. The following space configurations will not be considered: Space with atriums or other areas interrupting contiguous space, extremely long or narrow runs of space (more than twice as long/as wide), irregularly shaped space configurations or other unusual building features adversely affecting usage.

4. Offered space cannot be in the FEMA 100-year flood plain.

5. Evidence that the Property is zoned in compliance with local zoning laws, including evidence of variances, if any, approved by the proper local authority. If the current zoning is not in compliance, the Offeror must submit a plan and time schedule outlining how they will obtain all necessary zoning approvals prior to construction and how long the necessary zoning approvals will take.

6. Space will not be considered where apartment space or other living quarters are located within the same building.

7. Loading dock or loading area is required. Freight elevator required if loading area is on a different level than the offered space.

Parking lot must be able to accommodate deliveries by trucks with trailers.

U.S. Department of Veterans Affairs and DHC | Cushman & Wakefield – New Albany, IN OPC RLP 36C10F24R0055

SECTION 1.04 -- Unique Requirements (continued)

8. Structured parking under the space is not permissible.

9. Offered space must be compatible for VA’s intended use.

10. Offered space will not be considered if located adjacent to property with incompatible uses, including but not limited to the following uses: retail establishments whose primary purpose of business is the sale of liquor, treatment centers, correctional facilities (jails or otherwise), establishments whose primary purpose of business involves firearms being sold/discharged, railroad tracks, or within flight paths if flight paths are a noise or vibration disturbance.

11. Column size cannot exceed two (2) feet square and space between columns and/or walls cannot be less than twenty (20’) feet.

12. Offered space must be easily accessible to multiple highways which provide multiple routes of travel.

13. Offered space will not be considered if located adjacent to schools.

14. Offered space will not be considered if located where overhead high-voltage power lines cross site.

U.S. Department of Veterans Affairs and DHC | Cushman & Wakefield – New Albany, IN OPC RLP 36C10F24R0055

SECTION 1.06 -- List of RLP Documents

The entire ‘RLP Package’ contains the following documents including the RLP itself:

U.S. Department of Veterans Affairs and DHC | Cushman & Wakefield – New Albany, IN OPC RLP 36C10F24R0055

SECTION 2 – ELIGIBILITY AND PREFERENCES FOR AWARD

2.02 – Flood Plains

- Site cannot be inside 100-year flood plain

- This includes ingress and egress routes

2.03 – Seismic (Moderate)

- Include a pre-award commitment to construct a new Building, using local building codes – Seismic Form C

2.07 – Accessibility

- Verify in the lease proposal that the building space and areas meet accessibility requirements.

2.08 – Fire Protection & Life Safety

- Verify in the lease proposal that the building meets fire life safety requirements

- Provide building code and written commitment to meet all requirements

U.S. Department of Veterans Affairs and DHC | Cushman & Wakefield – New Albany, IN OPC RLP 36C10F24R0055

SECTION 2 – ELIGIBILITY AND PREFERENCES FOR AWARD

2.09 – Energy Independence and Security Act (EISA)

- Energy Star label within 18 months after occupancy, show how and when this will be obtained.

- Energy Star Target Finder Tool

- Green Globes Project Checklist

2.11 - Due Diligence and National Environmental Policy Act Requirements

- Phase 1 Study needs to be completed within 180 days of initial RLP due date (partial submittals = unresponsive)

- Hydrology statement (RLP Section 3.06.Y)

SECTION 2.12 - National Historic Preservation Act Requirements

- Historic Preference will be given

- Letter required if claiming preference or NRHP ID Number

Section 2.13 - Cultural Resources Study

- Cultural Resources Study report required

U.S. Department of Veterans Affairs and DHC | Cushman & Wakefield – New Albany, IN OPC RLP 36C10F24R0055

SECTION 3 – HOW TO OFFER

SECTION 3.02 -- RECEIPT OF LEASE PROPOSALS

Questions are due August 15, 2024, by 4:00pm EDT

Offers are due September 26, 2024, by 4:00pm EDT, Submit via FedEx, UPS or Hand Deliver to:

U.S. Department of Veterans Affairs C/O: DHC Real Estate Services Attn: James Cassidy 1777 Kearney Street Denver, CO 80220 No hard copies will be accepted only compact discs (one for each volume) will be accepted

OR

Offers may be submitted via Electronic Submissions (email, drop box, SharePoint, etc.) to:

Earnest.Jackson@va.gov with Copy to James@dhcres.com and Brandy.Pilco@cushwake.com

At a minimum, Offers shall consist of all the documents listed in the Offeror Proposal Compliance Matrix

Please thoroughly review Section 3.02 of the RLP. We will not provide extensions for late submissions.

mailto:James@dhcres.com

U.S. Department of Veterans Affairs and DHC | Cushman & Wakefield – New Albany, IN OPC RLP 36C10F24R0055

3.04 - Budget Scorekeeping; Operating Lease Treatment

- Government cannot award a Lease if its does not score as an Operating Lease

- Cannot score as a Capital Lease

3.06 - Additional Submittals

- Offeror must submit written evidence that it is authorized by the owner of the site to present the site.

- Offeror must provide evidence of site control for longer than the duration of the lease term, including the post-award design and construction phase. Documentation that constitutes evidence of control includes, but is not limited to, the following fully-executed documents:

• An option to purchase; A sales contract; A deed showing fee simple ownership; or

• An option to lease the site for longer than the lease term plus the post-award design and construction phase.

- The Offeror must provide documentation of the proposed GREEN GLOBES FOR NEW CONSTRUCTION credits for Two Green Globes level certification.

U.S. Department of Veterans Affairs and DHC | Cushman & Wakefield – New Albany, IN OPC RLP 36C10F24R0055

3.07 – Tenant Improvements

- Tenant Improvements are the finishes and fixtures that typically take the Space from the shell condition to a finished, usable condition. Lump Sum of $14,230,700.00

3.11 – Operating Costs Requirements

- The Government requires a fully serviced Lease as part of the rental consideration.

- Offeror needs to state on the 1364 if the Operating Costs are firm or adjust annually by CPI

U.S. Department of Veterans Affairs and DHC | Cushman & Wakefield – New Albany, IN OPC RLP 36C10F24R0055

SECTION 4 – METHOD OF AWARD

SECTION 4.04 -- AWARD BASED OFF BEST VALUE TRADE OFF

This is a Best-Value Tradeoff Source Selection.

• Best-value tradeoff source selection procedures, in accordance with FAR Part 15.101.

• The Government will evaluate both contract price and non-priced technical factors. Award will be made to offer that represents the best overall value to the Government.

• The Government intends to evaluate proposals and award a contract without discussions with Offerors (except clarifications as described in FAR 15.306(a)). The initial proposal should contain the Offeror’s best terms from a cost/price and technical standpoint.

• The Government reserves the right to conduct discussions if the Lease Contracting Officer determines them to be necessary.

• All non-price technical factors when combined are approximately equal in importance to price, but, as proposals become more equal in their technical merit, the evaluated price becomes comparatively more important.

U.S. Department of Veterans Affairs and DHC | Cushman & Wakefield – New Albany, IN OPC RLP 36C10F24R0055

SECTION 4.4 -- AWARD BASED OFF BEST VALUE TRADE OFF (CONTINUED)

FACTOR 1: TECHNICAL QUALITY

A. Architectural Concept & Building Design

B. Quality of Site Characteristics & Development

C. Sustainable Design and Energy Efficiency

FACTOR 2: OFFEROR’S QUALIFICATIONS AND PAST PERFORMANCE

A. Offeror Past Performance

B. Design Team & General Contractor Qualifications

C. Financial Resources

D. Project Management Plan

FACTOR 3: OPERATIONS AND MAINTENANCE PLAN

A. Interior and Exterior Maintenance of Building and Grounds

B. Routine Emergency Calls - Procedure and Response Times

C. Staffing Plan, Administrative Procedures, & Quality Control Plan

FACTOR 4: SOCIO-ECONOMIC STATUS

A. Service Disabled Veteran Owned Small Business (SDVOSB)

The technical factors are listed in descending order of importance. Areas of

Consideration are not listed in order of importance and are not assigned a specific rating.

U.S. Department of Veterans Affairs and DHC | Cushman & Wakefield – New Albany, IN OPC RLP 36C10F24R0055

SECTION 4.05 -- PRESENT VALUE PRICE EVALUATION

The present value price evaluation will be conducted on both 15-year firm terms and 20-year firm terms.

The present value price evaluation is based on the annual price per ABOA SF of the offer.

Offers must be fully serviced including operating expenses, taxes and janitorial services.

Offers must include a TI allowance of $14,230,700.00 (LUMP SUM).

Offers cannot exceed the GSA Prospects Level Threshold

U.S. Department of Veterans Affairs and DHC | Cushman & Wakefield – New Albany, IN OPC RLP 36C10F24R0055

SECTION 5 – ADDITIONAL TERMS AND CONDITIONS

5.02 – Offsite Improvements

- The cost of off-site improvements will be borne by the Lessor. The Lessor is responsible for determining the cost of off-site improvements prior to lease award and including the costs of off-site improvements in the proposed rent.

5.03 – Due Diligence

-The Lessor acknowledges its duty to conduct reasonable site inspections for the proposed site.

5.06 – Teaming Arrangement

- The Offeror must provide evidence of teaming arrangements with both the General Contractor and the Design Team that are presented in the Offeror’s proposal.

DESIGN

OVERVIEW &

APPENDICES

U.S. Department of Veterans Affairs and DHC | Cushman & Wakefield – New Albany, IN OPC RLP 36C10F24R0055

AGENCY SPECIFIC REQUIREMENTS PACKAGE

Appendix A Program for Design (PFD)

Appendix A.1 Project Room Contents List (PRC)

Appendix A.2 Lease Design Narrative (LDN)

Appendix A.3 Room Data Matrix (RDM)

Appendix A.4 VA CBOC Information Transport Systems Specifications

Appendix A.5 Security Requirements for FSL II

Appendix A.6 Conceptual Floor Plan

Appendix B Janitorial and Site Management Services

U.S. Department of Veterans Affairs and DHC | Cushman & Wakefield – New Albany, IN OPC RLP 36C10F24R0055

Conceptual Floor Plan

U.S. Department of Veterans Affairs and DHC | Cushman & Wakefield – New Albany, IN OPC RLP 36C10F24R0055

RLP Preparation Final Thoughts

• Only eligible Service-Disabled Veteran-Owned Small Businesses shall be permitted to apply for this procurement

• Read the RLP/Lease documents in their entirety.

• Provide responses in format described in RLP 3.02 RECEIPT OF LEASE PROPOSALS

• Offers that do not comply specifically and correctly in accordance with the direction contained in the RLP are at risk for a Contracting Officer’s determination of “Non-responsive”

• Be certain that all documents accurately and consistently identify the Offering Entity

• Be certain that we can locate the property or building you are proposing – this should be in the cover letter and very easy for us to identify. If the address is not yet available, please provide a ten digit grid coordinate

• Be certain that Attachment 1 numbers match exactly the numbers listed on GSA Form 1364 / 1217

• Be certain that all documents are properly initialed and signed by the Offeror’s authorized signatory

• The Offering Entity must be registered in SAM and must be registered under the NAICS code for this procurement which is 531120. Must be consistent with Operating Agreement and completed “Offering Entity Acknowledgement Form”.

• Please ensure that your offer is submitted by the deadline identified on the cover page of the RLP

U.S. Department of Veterans Affairs and DHC | Cushman & Wakefield – New Albany, IN OPC RLP 36C10F24R0055

Key Procurement Dates

• RLP Issuance Date: July 18, 2024

• Pre-Bid Conference: August 01, 2024

• Questions Due: August 15, 2024

Please submit questions in writing to the VA team members listed below by 4:00pm EDT on August 15 2024. Questions must reference the RLP/Lease clause and be submitted in ONE word document.

James@dhcres.com with a copy to Jon@dhcres.com

• Initial Offers Due: Thursday, September 26, 2024 no later than 4:00 PM EDT mailto:James@dhcres.com

THANK YOU FOR

ATTENDING