09 PreProposal Conference 2024 04 30.pdf

U.S. General Services Administration

GSA Public Buildings Service

National Elevator Modernization Contract Indefinite Delivery Indefinite Quantity

(MA/IDIQ) Multiple Award (Orders over $1M)

PRE-PROPOSAL CONFERENCE

Tuesday, April 30, 2024

10:00 AM ET

A ge nd a

Welcome

Introductions

Definitions

SOW Discussion

Overview of the RFP

Overview of Evaluation Criteria

Site Visit Safety

Critical Dates

Questions and Contacts

WELCOME

● The purpose of this Pre-Proposal Conference is to help industry understand the Government’s requirements.

● Questions:

○ Please chat or raise your hand.

○ Official responses to written questions received by the Contracting Officer will be posted to SAM via a solicitation amendment.

○ The deadline for submitting questions regarding the RFP or this conference is Thursday, May 9, 2024 11:59PM EST.

DISCLAIMER

● These slides, Pre-Proposal Conference, and any remarks are not to be interpreted as a comprehensive description of the procurement strategy or requirements in the Request for Proposal (RFP).

○ To the extent there are any inconsistencies between this briefing and the

RFP, the RFP will govern. All terms and conditions of the solicitation remain unchanged unless they are changed by amendment to the solicitation. If the offeror believes there are ambiguities, it is the responsibility of the offeror to seek clarification prior to submitting an offer.

○ The Government assumes no responsibility for any expenses incurred by offerors prior to the Notice to Proceed sent to the successful vendor after contract or task order award(s).

Introductions The Acquisition Team -

● Ryan Everly, National Elevator IDIQ Program Manager

● Chris Cahoon, HUD Task Order Program Manager

● John Czarapata, Lafayette Task Order Program Manager

● Cindy Dwier, Contract Specialist

● Andrew McElroy, Contract Specialist

● Leslie Mendez-Guzman, Contract Specialist

● Ericka Wilson, Contracting Officer

DEFINITIONS

● Indefinite Delivery, Indefinite Quantity

Contracts (IDIQ)

○ IDIQ contracts provide for an indefinite quantity of services for a fixed time.

○ They are used when GSA can’t determine, above a specified minimum, the precise quantities of supplies or services that the government will require during the contract period.

○ IDIQs help streamline the contract process and speed service delivery.

IDIQ

TASK ORDER A TASK ORDER B

TASK ORDER C

…TASK ORDER X

Multiple Award IDIQs ensure that more than one company continues to have a fair opportunity to compete for task orders after the IDIQ is awarded

● A task order (TO) is an order for services or goods placed against an established contract, such as an IDIQ.

○ TOs specify the work to be performed, including the scope, period of performance, deliverables, and pricing.

○ For each TO under the IDIQ, a Contracting Office shall send a request for proposal (RFP) to the contractor(s).

■ The request will contain a detailed description of the tasks to be achieved, a schedule for completion of the task order, and deliverables to be provided by the contractor.

IDIQ

TASK ORDER A TASK ORDER B

TASK ORDER C

…TASK ORDER X

Multiple Award IDIQs ensure that more than one company continues to have a fair opportunity to compete for task orders after the IDIQ is awarded

Offerors must propose to the first two task orders unless the solicitation exceptions apply.

● National IDIQ

○ F.2 PLACES OF PERFORMANCE - For the purposes of this IDIQ, the places of performance are national which include eleven (11) GSA regions throughout the United States. Each region has a regional office and covers individual states. For more information or a map of the GSA regions, please refer to www.gsa.gov/about-us/gsa-regions.

Region 1 - New England - Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, Vermont - Regional Office: Boston

Region 2 - Northeast and Caribbean - Northern New Jersey, New York, Puerto Rico, U.S. Virgin Islands - Regional Office: New York City

Region 3 - Mid-Atlantic - Delaware, Maryland, Southern New Jersey, Pennsylvania, Virginia, West Virginia - Regional Office: Philadelphia

Region 4 - Southeast Sunbelt - Alabama, Florida, Georgia, Kentucky, Mississippi, North Carolina, South Carolina, Tennessee - Regional Office:

Atlanta

Region 5 - Great Lakes - Illinois, Indiana, Michigan, Minnesota, Ohio, Wisconsin - Regional Office: Chicago

Region 6 - Heartland - Iowa, Kansas, Missouri, Nebraska - Regional Office:

Kansas City, Missouri

Region 7 - Greater Southwest - Arkansas, Louisiana, New Mexico, Oklahoma, Texas - Regional Office: Fort Worth

Region 8 - Rocky Mountain - Colorado, Montana, North Dakota, South Dakota, Utah, Wyoming - Regional Office: Denver

Region 9 - Pacific Rim - Arizona, California, Hawaii, Nevada - Regional Office: San Francisco

Region 10 - Northwest/Arctic - Alaska, Idaho, Oregon, Washington - Regional Office: Seattle

Region 11 - National Capital - District of Columbia, Maryland, Virginia - Regional Office: Washington, DC http://www.gsa.gov/about-us/gsa-regions

Virgin Islands Puerto Rico

Hawaii American Samoa East Asia Guam

National Capital

Northeast & Caribbean

New England

Southeast Sunbelt

Great Lakes

Mid-Atlantic

The Heartland

Greater Southwest

Rocky Mountain

Northwest/ Artic

Pacific Rim

Alaska

GSA Regions

Contract Overview

● Contract Type

○ This Multiple Award IDIQ allows for Fixed Price (all types) contracts at the Task Order (TO) level but may allow for circumstances for TOs to use a Time-and-Materials (T&M) or Labor-Hour (LH) Contract Line Item Numbers (CLINs).

● Ordering Period

○ One (1) one-year base period and four (4) one-year option periods.

● Bonding Requirements

○ Contractors must have single bonding capabilities of $25,000,000 or higher and aggregate bonding capabilities of $35,000,000 or higher in every US State & DC.

○ PERFORMANCE AND PAYMENT BONDS FOR TASK ORDERS: Payment and/or performance bonds shall be submitted no later than ten (10) calendar days after Task Order award. The Contractor shall also be required to submit proof of payment for the bonds for individual Task Orders. The requirements for Performance and Payment Bonds for Task Order amounts may change over the life of the Contract.

● Dollar Value

○ Base IDIQ: The estimated price range for Task Orders against the base IDIQ Contract in this pool will vary between $1,000,000.01 and $100,000,000 per Task Order. The maximum aggregate dollar amount of $650 million over the life of the Contract.

○ TASK ORDER 1: LAFAYETTE TASK ORDER: The estimated price range for the Task Order Project (Lafayette Building_14 Elevators) is between $10,000,000 and $30,000,000.

○ TASK ORDER 2: HOUSING AND URBAN DEVELOPMENT (HUD) INITIAL TASK

ORDER: The estimated price range for the INITIAL TASK ORDER Project (HUD Building_22 Elevators) is between $20,000,000 and $50,000,000; however, if the proposed amount exceeds the Project Labor Agreement (PLA) threshold, see Solicitation Section H.1 and FAR 52.222-34.

Annual Ordering Limit and Task Order Limitation (TOL)

$100 Mil

There is a $100,000,000.00 annual limit for all orders in a performance period for each Contractor. The TASK ORDER LIMITATION (TOL) per Task Order is also $100,000,000.00.

Total Maximum Ordering Limitation (MOL)

$650 Mil

The sum of contractor payment streams for the base and all optional periods associated with all Task Orders against the IDIQ shall not exceed $650,000,000.00.

Minimum ordering limitation$1Mil This IDIQ is restricted to orders above $1,000,000.

Minimum Guarantee$2,000 The minimum guarantee for each Contract that does not obtain a task award during the ordering period of the Base Contract is $2,000.00. This is separate from the minimum ordering limitation.

Statement of Work

● GSA owns and operates several hundred buildings and thousands of vertical transportation equipment across eleven regions across the US and its territories. In addition, there are several hundred leases or build-to-suit spaces that GSA and tenant-agency staffers collaboratively work with building owners and lessors to ensure that the needs of federal tenants are met.

● GSA is seeking interested elevator manufacturers and installers of vertical transportation systems, with experience in the design, installation, commissioning, and inspection and certification of elevator systems for its federally-owned buildings.

● GSA’s objective is to prioritize shell elevators for modernization or replacement and identify high-priority elevators for which elevator equipment alterations, and/or elevator replacements are necessary to address building code, life-safety codes and/or accessibility issues.

Statement of Work C.1 Objectives

● Prepare the required documentation and procure the work required to survey, investigate, assess, design, install, and commission elevators and escalators to meet the most recent Safety Code for Elevators and Escalators and related building codes as required.

● Full compliance with all building's security regulations as required per project.

● Provision for the necessary cutting, patching, and repair of the existing building.

● Design shall be in accordance with Occupational Safety and Health Administration (OSHA) and applicable building code requirements.

● Preserve and enhance all significant architectural, historical, cultural elements associated with the federal building or property.

C.2 Scope of Work

● Perform design services, design management of subcontractors and consultants to survey and investigate the existing elevator and escalator systems. Perform a condition assessment of the vertical transportation system(s) within the buildings.

● Provide labor, labor management, construction superintendence, safety inspections, and project management throughout the period of performance and/or IDIQ contract award duration.

● Upon installation, complete all start-up procedures, pre-testing, manufacturer’s adjustments, commissioning, operations and maintenance manual, as-built document delivery, demonstration & key personal training, and warranty requirements for Government acceptance.

C.2.3 Project Deliverables

● All construction and modernization work performed by the Contractor shall include design documents, equipment catalog, cut-sheet, and product submissions, as-built drawings.

● Other deliverables shall include service tools, access keys, wiring diagrams, onsite owner training, and jobsite specific testing procedures with maintenance control plans (MCPs) for each piece of equipment.

● Task Order deliverables will be defined in each individual project description.

Overview of the RFP - Base IDIQ

● Volume 1 Cover Page and Responsibility Forms

○ Cover Page

○ Offeror Representations and Certifications Form, GSA Form 527 - Contractor’s

Qualifications and Financial Information, the signed SF 1442, and signed copies of any and all amendments.

● Volume 2 Past Performance Submittals

○ Past Performance Excel Sheet

○ Past Performance Customer Survey Signed Forms

● Volume 3 Technical Submittals

○ Bonding Capacity/ Insurance Attachment

○ Subcontracting Plan

○ Management Plan

● Volume 4 Pricing Submittal

● PLUS THE Task Order Submittals

Overview of the Evaluation Criteria

FILE NAME DESCRIPTION FACTOR RELATIVE IMPORTANCE

Volume 1 Cover page N/A

Volume 3 Bonding Capacity Subcontracting Plan

GO/NO GO

Volume 2 Factor 1: Past Performance Subfactor Relevance Subfactor Confidence

Past Performance Relevance and Past Performance Confidence are approximately equal. Overall Factor 1 is more important than Factor 2.

Volume 3 Factor 2: Technical Subfactor Management Plan

Factor 2 subfactor Management Plan is less important than Factor 1 but more important than Factor 3

Volume 4 Factor 3: Price Pricing Sheet

All evaluation factors other than price, when combined, are significantly more important than price.

IDIQ Evaluation Phase Ratings Table

Factor/Subfactor Adjectival Ratings

Past Performance Relevance Very Relevant - Relevant - Somewhat Relevant - Not Relevant

Past Performance Confidence Substantial - Satisfactory - Neutral - Limited - No Confidence

Technical Outstanding - Good - Acceptable - Unacceptable

Price No Adjectival Rating

Past Performance Relevancy Table

Adjectival Rating

Description

Very Relevant Present/past performance effort involved essentially the same scope and magnitude of effort and complexities this Solicitation requires.

Relevant Present/past performance effort involved similar scope and magnitude of effort and complexities this Solicitation requires.

Somewhat Relevant

Present/past performance effort involved some of the scope and magnitude of effort and complexities this Solicitation requires.

Not Relevant Present/past performance effort involved little or none of the scope and magnitude of effort and complexities this Solicitation requires.

Past Performance Confidence Table

Adjectival Rating Description

Substantial Confidence

Based on the contractor’s recent/relevant performance record, the Government has a high expectation that the contractor will successfully perform the required effort.

Satisfactory Confidence

Based on the contractor’s recent/relevant performance record, the Government has a reasonable expectation that the contractor will successfully perform the required effort.

Neutral No recent/relevant performance record is available or the contractor’s performance record is so sparse that no meaningful confidence assessment rating can be reasonably assigned. The contractor may not be evaluated favorably or unfavorably on the factor of past performance.

Limited Confidence

Based on the contractor’s recent/relevant performance record, the Government has a low expectation that the contractor will successfully perform the required effort.

No Confidence

Based on the offeror’s recent/relevant performance record, the Government has no expectation that the offeror will be able to successfully perform the required effort.

Technical Basis of Evaluation

Adjectival Rating Description

Outstanding The proposal demonstrates an exceptional approach and understanding of the requirements and contains multiple strengths and/or at least one significant strength, and risk of unsuccessful performance is low.

Good Proposal indicates a thorough approach and understanding of the requirements and contains at least one strength or significant strength, and risk of unsuccessful performance is low to moderate.

Acceptable Proposal meets requirements and indicates an adequate approach and understanding of the requirements, and risk of unsuccessful performance is no worse than moderate.

Unacceptable Proposal does not meet requirements of the Solicitation and, thus, contains one or more deficiencies and is unawardable, and/or risk of performance is unacceptably high.

Overview of the Initial Task Order Solicitations Each offeror must submit a Task Order proposal for both task order solicitations

● Exception: the offeror is designated as a Small Business under NAICS 238290 and has bonding limitations.

Small Businesses may submit an offer to one or both projects but must submit at least one proposal for the initial task orders solicited with the IDIQ solicitation.

DESCRIPTION FACTOR RELATIVE IMPORTANCE

SF-24 Bid Guarantee

N/A - GO/NO GO

Small Business Participation Plan

GO/NO GO

Key Personnel Technical factors are approximately equal to each other.

Management Approach

Technical factors are approximately equal to each other.

Organization Chart Technical factors are approximately equal to each other.

Phasing Strategy Technical factors are approximately equal to each other.

Pricing Technical factors, when combined, are approximately equal to price.

SITE VISITS - SAFETY REQUIREMENTS

***Please be advised that we are entering elevator machine rooms and mechanical areas ***

Danger / Hazardous Conditions:

● Electrical and Mechanical equipment

● Rotating equipment exposed, can start without warning

● Keep long hair and loose clothing contained

● Control / contain lanyards, ties, long necklaces

● Beware of your surroundings at all times

● Keep arms and legs inside the ride at all times!!!

● Do Not Touch anything that you are not familiar with

● Please refrain from asking any questions, please send them into the Contracting Officer

22There will be long lines to check in, please come early

Critical Dates

● Site Visit Dates

● HUD - Tuesday, May 7, 2024, at 8 AM ET

● Lafayette - Wednesday, May 8, 2024, at 9:30 AM ET

● Questions Submission: No later than Thursday, May 9, 2024 11:59PM EST

● Proposal Submission Deadline: No later than Tuesday, 28 May 2024 7:59 AM

EST

QUESTIONS AND CONTACTS

UNTIL CONTRACT AWARD, OFFERORS ARE ADVISED TO LIMIT CONTACT TO

THE CONTRACTING OFFICE

● Leslie Mendez-Guzman, Contract Specialist, leslie.mendez-guzman@gsa.gov

● Ericka Wilson, Contracting Officer, ericka.wilson@gsa.gov mailto:leslie.mendez-guzman@gsa.gov mailto:ericka.wilson@gsa.gov