05 CM3 IRA TECH EVAL CRITERIA.pdf

(IRA) RFP 47PM0024R0001, PH3 Construction Management Support Services, St Elizabeths West

Campus, SE WASH DC

REQUEST FOR PROPOSAL

REF NO. (IRA) RFP 47PM0024R0001

PH3 Construction Management Support

Services, St Elizabeths West Campus, SE

WASH DC

Technical Evaluation Criteria

Note: The Inflation Reduction Act of 2022 (IRA), Pub. L. No. 117-169, enacted in August

2022, provided GSA with significant funding for (a) measures necessary to convert facilities to high-performance green buildings, (b) acquisition and installation of construction materials and products with substantially lower levels of embodied greenhouse gas emissions, and (c) emerging and sustainable technologies. The

Contract resulting from this Solicitation will be funded in part by IRA appropriations, and it contains numerous IRA-specific requirements. Requirements include, but are not limited to, requirements regarding pricing, invoicing, submittals, materials, and construction. In addition, please note that this Solicitation contains an evaluation factor favoring certain construction materials with the lowest possible levels of embodied carbon. Offerors shall carefully review this Solicitation, the Agreement, the Statement of

Work, the Specifications, and the Drawings. Offerors are responsible for accurately pricing and, if successful, fully performing all Contract requirements.

Properly destroy documents when no longer needed.

TECHNICAL EVALUATION CRITERIA

FACTOR 1: Past Experience of Firm – 25%

This factor considers the extent of the CM’s past experience, within the last ten (10) years in carrying out work on at least two (2), but no more than three (3) construction programs of similar size, scope, and complexity of this Project. A construction program means multiple phased and multiple interdependent projects managed in a coordinated way to obtain benefits and controls not available from managing them individually. The aspects of this Project that the CM shall demonstrate past experience in the design and construction are:

Campus development, preferably federally owned;

Historic preservation;

Highly secured area; and

Multi-phased and integrated Construction.

For each project offered under this evaluation factor, the CM shall include the following information:

Project Title

Name of Reference Company/Agency e-mail address Telephone Number

Contract Number Type of Contract

Award Amount Construction Contract Amount

Completion Date

The CM must address the program aspects mentioned above and include an explanation of how the program aspect relates to the characteristics of the Project.

The Government will evaluate whether the CM has the program management experience involving projects possessing program aspects similar to the Project. A project that possesses all the above aspects will be considered most similar. A project that possesses more of the above characteristics shall receive a more favorable evaluation. Additionally, more projects that possess more of the above characteristics shall receive a more favorable evaluation. Submitting more than three (3) projects will not result in a more favorable evaluation. This factor will be evaluated based upon the CM’s written response to the RFQ. However, the Government reserves the right to contact references under this evaluation factor to verify the scope of the project offered.

Statements of past experience shall not exceed three (3) typed pages, 12-point text and one-inch margins.

FACTOR 2: Past Performance of Firm – 20%

This factor considers the extent of the CM’s past experience as a CM within the last 10 years in completing projects submitted under the Past Experience of the Firm Evaluation Factor. The quality of the CM’s past performance in carrying out the work with reference to such aspects as satisfying customer requirements, employment of successful and cost-effective solutions to routine matters and unexpected difficulties, providing quality service, budget controls, and adequate resources, effectively coordinating construction, and overall satisfaction of the owner’s representative will be considered by the Government.

The Government will evaluate the past performance of the CM based upon reference responses to questions related to past performance. The Government is not obligated to contact all references and may select those most relevant. To the extent that the Government has knowledge of CM’s past performance on contracts of similar complexity (as that term is defined herein), such information may be considered. In accordance with FAR 15.306, the CM will be given the opportunity to respond to adverse past performance information.

The CM shall submit a statement of past performance that briefly documents its experience as a CM for at least one (1) project from the Past Experience of the Firm Evaluation Factor. The statement, for each project, shall not exceed two type written page, 12-point text and one-inch margins. In addition, the CM shall have the owner of the project submit a completed Past Performance Questionnaire. The Owner shall email the completed Questionnaire to the GSA Contracting Officer, Ms. Bonnie Echoles, (bonnie.echoles@gsa.gov) three (3) days before the due date of the CMs proposals.

Offerors are responsible for ensuring that the references provided are willing and available to be contacted by Government. If, after three (3) attempts to contact the reference, the Government is unable to speak directly with the reference provided, the specific transaction related to the reference may be excluded from evaluation.

FACTOR 3: Experience and Qualifications of Key Personnel – 20%

The CM shall provide resumes for the following key personnel for the base contract of the CM team who will be assigned directly to the project.

Principal-in-Charge (PIC) Principal Project Manager Lead Design Manager Mechanical/Electrical/Plumbing (MEP) Project Manager *Historic Preservationist Architect and Historic Landscape Arch. (See below)

This factor will consider whether key personnel possess professional qualifications, education, and other knowledge and skills for the positions to which he/she will be assigned and their duties and responsibilities.

This factor will consider whether any of the key personnel have worked together previously. Key personnel having worked together previously will result in a more favorable evaluation. This factor will consider the availability and corporate commitment of the key personnel.

For the key personnel who will be assigned to the proposed contract, provide for each person, a resume giving the following specific information in the exact order shown below (blanket statements or descriptions are unacceptable):

1. First name, middle initial, last name.

2. Name and address of current employer.

3. Position title for proposed contract.

4. Description of duties and responsibilities projected for the proposed contract.

5. Professional qualifications, registrations, etc.

6. College or high school level and vocational education.

7. Positions held within the last ten (10) years, the start and end dates for each, actual duties performed in each position, the reason for leaving in each case, and a description of how this experience relates to the proposed position on this project. Provide at least two projects.

Resumes for key personnel shall not exceed three (3) typed pages, 12-point Times New Roman text and one-inch margins. The persons identified as Key Personnel shall perform under this proposed contract.

*The CM shall provide a resume for a Historic Preservationist Architect and Historic Landscape Architect. For the Historic Landscape Architect and the Historic Preservation Architect, the CM shall provide the following information for at least one (1), but no more than four (4), projects. More favorable consideration will be given if these Key Personnel have worked on historic sites, particularly including National Historic Landmarks or sites listed in or eligible for listing in the National Register of Historic Places, of the magnitude and complexity as the St. Es Program. More favorable consideration will be given if these key personnel demonstrate competency under the proposed Secretary of the Interior’s Historic Preservation Professional Qualification Standards for these professions as outlined in the Federal Register, vol. 62, no. 119, June 20, 1997.

Project details, including name, location, date of award, and date of completion;

Title while serving on the project and length of time spent on the project in that capacity;

Describe the area(s) of responsibility and how that prior experience relates to the position that the person will perform on the Program;

Describe any unusual or unique capabilities and how those attributes relate to the position that the person will perform on the Program

List of all applicable licenses, degrees, certifications, awards, or other noteworthy professional achievements, accolades, or recognitions.

The information provided for each project shall not exceed one page.

NOTE: FOR PURPOSES OF PRIVACY, PLEASE DO NOT INCLUDE PERSONAL HOME

ADDRESSES AND TELEPHONE NUMBERS.

FACTOR 4: Management Approach and Capabilities – 25%

This factor shall consider the CMs management approach, resource capacity, staffing, coordination, and methodologies for managing the St. Es Program.

APPROACH STATEMENT/RISK & MITIGATION MEASURES

The CM shall prepare a project approach statement that illustrates the following:

The CM shall discuss its management approach and capabilities with respect to the Construction Management services to be provided for all phases of work required under this solicitation. Demonstrate that these services are routinely performed by your firm, and that your firm is primarily in the business of providing construction management services. Explain the operating methods that will enable you to maintain control of the project and project costs, including your approach to drawings, materials, samples, inspection, construction deficiencies, partnering, value engineering, estimating and coordination of all contractors.

CM's understanding of the commissioning process; its purpose, goals, and objectives; brief description on how it should be implemented on the St. Es Program; and its relationship to the O & M Phase of the project and how it should be continuation post occupancy.

The CM shall identify the major project objectives and describe the major risks (events high probability of occurring that could impact the project) are associated with delivering the Program and the risk that will impact the project objectives and how all these risks will be mitigated (action taken to lessen their impact).

This statement shall not exceed three (3) typed pages in 12-point text and one-inch margins.

HIGH-LEVEL STAFFING PLAN

The CM shall prepare a high-level Staffing Plan. This plan shall list all firms and/or subcontractors (by name or discipline) that will participate on this project, their role (who does what), responsibility (who decides what) and reporting relationships. The roles and responsibilities should be closely linked to project phases. The staffing plan shall illustrate the project team by contract phase (Design, Construction, and Post-Construction) that proposes the manpower required to accomplish all basic services required by SOW, identified by discipline, full-time and part-time status (full-time is considered forty hours per week), and staffing proposed for each month of contract performance (from award of this contract through construction completion and post occupancy O & M services).

The staffing plan should exclude manpower for supplemental services, and do not include any manpower for miscellaneous services, and/or post construction claim services. Indicate whether the position is on the CM staff or subcontractor staff. Outline how you plan to interact with the entire project team.

This statement shall not exceed two (2) typed pages in 12-point text and one-inch margins.

The CM shall also supply an organizational chart that shows a graphic display of reporting relationships that provide a general framework of the organization. Include names with titles and responsibilities, show who reports to whom, describe who the decision makers are, and who are the points of contact for GSA.

RESOURCE CAPACITY

CM shall provide a written narrative that describes its capacity to provide the necessary resources for a project of the magnitude and complexity of the St. Es Program in terms of management, personnel, information technology, and equipment, materials, and other supplies. CM shall describe its manpower resources from the standpoint of in-house architectural, construction, and management personnel. CM shall also discuss how it will supplement their in-house resources with major subcontractors, especially with regards to foundations, structural, mechanical, and electrical work. CM shall provide short- and long-term plans for securing and maintaining the manpower resources necessary to successfully manage this Program. List the locations of all offices to be utilized in the execution of this contract. Describe the capabilities, resources, and level of technology at these locations (that will meet the requirements of this contract) and how the work will be managed between various locations. Include the following information:

(1) Number and types of employees.

(2) Locations of main office and branch offices involved with contract performance.

(3) Capability of involved branch officer to perform independently of the main office, especially the local office in proximity to the project site.

(4) Types of work the team is capable of and will perform (design, construction CM/equivalent, commissioning, etc.).

(5) The CM must have an office within a 60-mile radius of the project site. If the offer does not have an office within a 60-mile radius of the project site, explain your plan to obtain one.

CM shall address their resources from the standpoint of information technology. CM shall discuss whether they have used electronic project management applications on past projects, and, if not, provide examples of instances of prior projects in which they have had to learn the owner’s computer-based document management and tracking system. Explain the types of Information Management Systems to be used in this contract performance and describe the way you expect to utilize technology to its fullest extent to facilitate the design and construction.

Lastly, the CM shall indicate its current workload and your future expected workload in today’s construction dollars and explain how this project will impact your current and future expected workload, illustrating the impact on current in-house staff. Future expected workload is defined as forecasting expected workload for the next two years (2 years from the RFP due date). Identify and explain any associations with other companies proposed to provide assistance in performing this contract.

The page limit for the Resource Capacity is three (3) pages, 12-point, one-inch margins.

COORDINATION

CM shall provide a written narrative that describes its means, methods, and processes used to manage clients, subcontractors, consultants, and other entities. The CM shall describe whether, and where, its system for coordinating projects has been successfully implemented, and why that proven system is capable of working on a project of the magnitude and complexity of the Project.

The page limit for the Coordination narrative is two (2) pages, 12-point, one-inch margins.

CM may submit flow charts and illustrations of the processes or systems. These documents can be provided in addition to the narrative.

METHODOLOGIES FOR QUALITY CONTROL, CLAIMS AVOIDANCE,

DELAYS, AND CHANGE ORDERS

CM shall provide a written narrative that describes its means, methods, and processes used to manage change orders. The CM shall describe whether, and where, its system for managing change orders has been successfully implemented, and why that proven system is capable of working on a project of the magnitude and complexity of the Project. CM shall also describe the types of causes of claims and delays for a project of the magnitude and complexity of this Project and shall also describe what best practices and methodologies it will follow to avoid such causes.

CM shall list projects where their best practices and methodologies were implemented and briefly describe what was done and whether the outcome of avoidance of delays and claims were achieved. Explain how reports will be issued to the GSA after each review process outlining recommendations for corrective measures. The CM shall describe its quality control methods and procedures for a project of this magnitude and complexity.

The page limit for the Methodologies for Quality Control, Claims Avoidance, Delays, and Change Orders narrative shall be two (2) typed pages.

CM may submit flow charts and illustrations of the processes. These documents can be provided in addition to the narrative.

FACTOR 5: Small Disadvantaged Business Participation Plan – 10%

The CM shall be evaluated consistent with FAR 19.7 on the extent of participation of SDB concerns in performance of the contract, in the NAICS Industry Subsector as determined by the Department of Commerce.

This factor is used to evaluate (a) the offeror’s past performance indicating the extent to which the offeror attained applicable goals for small business participation under contracts that required subcontracting plans and (b) the offeror’s proposed approach to small business participation under this requirement.

Submission:

Offerors shall submit a Small Business Participation Plan which describes how small businesses, including SDBs, WOSBs, VOSBs, SDVOSBs and HUBZone, will play an active role throughout the life of this contract. Include a demonstration of your company’s commitment to small businesses under similar contracts.

Evaluation criteria:

This factor will evaluate:

a) The extent to which small business firms are specifically identified in the proposal,

b) The extent of commitment to use such firms (enforceable commitments are to be weighted more heavily than non-enforceable ones),

c) The complexity and variety of the work small firms are to perform,

d) Past performance of the offerors in complying with requirements of the clauses at FAR 52.219-8, Utilization of Small Business Concerns, and 52.219-9 Small Business Subcontracting Plan,

e) The extent of participation of such firms in terms of the value of the total award, and

f) The realism of the proposal.

Based on the submitted Small Business Participation Plan, offerors will receive a rating commensurate to the level of effort as evaluated by the Board.

Acceptability Standard:

This factor will be evaluated based upon the Offeror’s written Small Business Participation Plan and its demonstration for use of small businesses under the resultant contract, and its compliance with FAR 52.219-8, Utilization of Small Business Concerns.

Greater weight will be given to offerors who:

●Identify specific small businesses meeting at least one socio-economic category ●Have enforceable commitments with identified small businesses ●Demonstrate corporate commitment to all types of small businesses, such as through successful partnering under similar contracts or through participation in federal agencies’ small business mentor-protege programs.

Specifically identified small businesses will be listed in the resultant contract.

NOTE: SUBCONTRACTING PLAN SUBMISSION

[A Subcontracting Plan is submitted as a matter to be eligible to receive a contract award (basis for award). As such, subcontracting plans are not “evaluated” as part of the source selection but are assessed for acceptability and may be negotiated, if necessary, to achieve acceptability.]

Submit an individual subcontracting plan which identifies, in terms of dollar value and percentage of total proposed price, the extent of work performed by the prime contractor. The plan states the extent of work, including type and percentages, to be subcontracted to LB, SB, SDB, WOSB, HUB Zone, VOSB, and SDVOSB firms.

GSA is committed to assuring that maximum practicable opportunity is provided to small, HUBZone small, small disadvantaged, women-owned, veteran-owned, and service-disabled veteran owned small business concerns to participate in the performance of this contract consistent with its efficient performance. GSA expects any subcontracting plan submitted pursuant to FAR 52.219-9, Small Business Subcontracting Plan, to reflect this commitment. Consequently, an offeror, other than a small business concern, before being awarded a contract exceeding $750,000 ($1,500,000 for construction), must demonstrate that its subcontracting plan represents a creative and innovative program for involving small, HUBZone small, small disadvantaged, women-owned, veteran-owned, and service-disabled veteran owned small business concerns as subcontractors in the performance of this contract.

GSA's Fiscal Year 2023 Subcontracting Goals:

• 21 percent of subcontracts for small businesses

• 5 percent of subcontracts for small-disadvantaged businesses

• 5 percent of subcontracts for women-owned small businesses

• 3 percent of subcontracts for HUBZone small businesses

• 3 percent of subcontracts for service-disabled veteran-owned small businesses

Submit a narrative in the plan which supports the proposed goals, and which meets all the requirements for the plan outlined in FAR 52.219-9.

Failure to submit and negotiate a subcontracting plan which reflects the “maximum practicable opportunity for SBs, SDBs, WOSBs, VOSBs, SDVOSBs and HUBZone to participate in the contract” shall make the Offeror ineligible for award of the contract.