Attachment 3 -- Standard Proposal Form.pdf

ATTACHMENT 3

SOURCE SELECTION PLAN

REQUEST FOR PROPOSALS No: N40085-24-RP-00016

FLEET READINESS CENTER EAST IN-LEASE

FORMAT FOR OFFEROR SUBMISSIONS

The Offeror’s proposal shall consist of one original and four (4) hard copies in 8-1/2” X 11” format and one electronic file media (CD or DVD) with the sections below clearly labeled. All sections of the Proposal will be provided in a twelve (12) font size or greater.

Submittal

Section Description of Factor Number of Submittals Page Limit1

(8.5” x 11”)

I Executive Summary One original, 4 copies and one electronic copy 2

5 pages

II Relevant Experience/Past and

Present Performance

One original, 4 copies and one electronic copy 2

10 pages

III Financial Strength One original, 4 copies and one electronic copy 2

10 pages

IV Development Plan One original, 4 copies and one electronic copy 2

15 pages

V Demonstrate Use Consistent with Navy Mission, Goals, Objectives, Prohibited Uses and

Activities

One original, 4 copies and one electronic copy 2

5 pages

VI Capability/Qualifications to

Develop Business and Leasing

Plan

One original, 4 copies and one electronic copy 2

10 pages

TOTAL 55 pages

NOTES:

1. Any pages exceeding the limits set above will be destroyed and not evaluated. The number of pages is evaluated per side. Printing on the front and back of a page will be considered two (2) pages. Supporting data such as mandatory forms, resumes, financial statements, certifications, site plans, design drawings, photos, organizational charts, etc. do not count against the page limits indicated above.

2. All sections of the proposal should be submitted on the same disk/CD ROM.

3. All sections of the Proposal will be provided in a twelve (12) font size or greater.

PROPRIETARY INFORMATION: The Offeror shall mark all information that is proprietary and not releasable to the public as proprietary.

REQUIRED SUBMISSION INFORMATION: The Offeror’s submission must include the six

(6) sections identified below and include a description of the Offeror’s approach to the evaluation factors. These sections comprise the minimum compliance with the Navy’s goals and must be submitted in order for proposals to be considered complete. It is the desire of the Navy that

Offerors attempt to exceed these minimum requirements where possible.

SECTION I: OFFEROR’S EXECUTIVE SUMMARY

The Executive Summary is intended to familiarize the Navy with the Offeror’s organization, not to summarize the remaining sections of the proposal. The Offeror’s Executive Summary will not be rated. The Executive Summary shall contain the following information:

• The name, address, telephone, e-mail, and fax numbers of each principal, partner, and/or co-venturer participating on the Offeror’s team and full contact information for the representative authorized to act on behalf of the team who will serve as the main point-of-contact for all communications relating to the RFP.

• Identification of any affiliation or other relationship between any of the members of the team responding to the RFP and any development company, parent company, or subsidiary.

• A description of the Offeror’s status (whether a corporation, a nonprofit or charitable institution, a partnership, a limited liability company, a business association, or a joint venture) indicating jurisdiction under whose law the Offeror is organized and operating, and a brief history of the Offeror’s organization and its principals.

• Date and location of establishment and the date of incorporation under the present name.

• Explanation of types of services the Offeror provides and how they relate to the proposal.

• Whether the Offeror (or any team member) has ever been terminated for default, non-compliance, or non-performance on a contract or lease. The Offeror shall provide a detailed description; and whether it (or any team member), has been within the past five

(5) years, in litigation, arbitration, or have had any judgments against the Offeror (or team member). If so, provide a detailed description.

• Has the Offeror ever maintained or currently maintain errors and omissions insurance and, if so, the amount of the coverage, deductible, and the carrier of the insurance.

• If the Offeror is a corporation, provide the following: (1) Articles of Incorporation and by-laws; (2) names, addresses, dates of birth, and Social Security numbers of officers and participating principals; (3) corporate resolution authorizing the proposed transaction; and

(4) Summary of Corporate Activity.

• If the Offeror is a partnership/joint venture, the following: (1) partnership/joint venture agreement; (2) names, addresses, dates of birth, and Social Security numbers of the partners and (3) each principal member's appropriate history and background, assigned areas of responsibility, and any legally enforceable agreements or other mechanisms that will be relied on to ensure the Offeror's successful long-term operation.

• If the Offeror is a sole proprietorship, provide the Social Security number, date of birth, current address.

SECTION II: OFFEROR’S RELEVANT EXPERIENCE, PAST AND PRESENT

PERFORMANCE:

Relevant Corporate Experience: Offerors shall provide the following information on projects which the Offeror (or a team member) acted as the Project Lead. Identified projects must demonstrate an ability to perform a project of comparable magnitude and complexity to the requirement.

• Include a minimum of two (2) and maximum of five (5) major projects which the Offeror successfully completed or currently has in progress covering the past ten (10) years. In the case of joint ventures, any principal member’s projects over the last ten (10) years.

• For each project listed, the following information shall be provided:

o The name, address, type, cost (design and construction), start and completion dates and size of the project;

o The name and address of the owner of each project;

o A minimum of one (1) and a maximum of three (3) photos of each project (each photo not exceeding 8-1/2” by 11” in size;

o A description of how the project achieved an acceptable level of quality in the project planning, creation, design, and construction;

o A description of project economics and finance including the following: (1) total development costs including hard and soft costs; (2) financing including debt and equity amounts and sources; (3) ownership structure including percentage of ownership by principal members; (4) economics of sharing arrangements between principal members or investors including identification of sources of return to the owners and investors;

o A description of marketing efforts including their demonstrable achievements;

o A description of property management/maintenance services provided including scope of services and standards of performance;

o A description of community relations activities;

o The Offeror’s role and services provided for each project;

o The name, address, telephone, e-mail address, and fax number of a point of contact at the client or other stakeholder for each project (This individual must be familiar with the project and the role that the Offeror played in the project, must be able to respond to Navy inquiries, and must also know that they will be contacted as a reference); and o Any other pertinent information to sufficiently describe each project.

Past and Present Performance:

• The Offeror shall provide the name, address, telephone and fax numbers of at least four

(4) clients, or other stakeholders for whom the Offeror (or each team member) has successfully developed a project within the past ten (10) years.

• In addition to clients, the Offeror shall provide the above information from other project stakeholders that the Offeror considers important for the Navy to understand the success of the Offeror’s projects. These references should be able to assess the degree of client

(or other stakeholder) satisfaction. The Navy intends to contact the Offeror’s references who may be asked to discuss the Offeror with respect to the following:

o Quality of the working relationship with the client (facility tenant and/or owner) o Professionalism and integrity with which the Offeror conducted business o Responsiveness to the client’s needs and expectations o Level of communication o Value added to the project as the result of cost savings, favorable financing, positive asset management, etc.

o Delivery of the project within budget and on schedule o Quality control of the project design and construction o Other relevant aspects of the management of a project development for a client

• The Offeror shall be required to list all material instances of litigation or formal

Alternative Dispute Resolution (“ADR”) processes (e.g. - binding arbitration) during the last ten (10) years and involving a claim in excess of $50,000 to which each principal member has been a party relating to partnering and/or financial performance. For those matters involving a claim equal to or in excess of $500,000, the Offeror shall be required to provide a detailed description of the litigation or ADR process.

Demonstrate Maintenance and Management Capability:

• The Offeror shall demonstrate its capability to understand and address the project’s maintenance and management responsibilities, including maintenance, repair, operations, and management experience. Specifically, the Offeror should provide their approach to maintenance/management of the project as well as describe previous comparable projects where they have performed similar functions. In addition, the Offeror should include detailed information (e.g. resumes) on personnel that will be involved in the management of the project and their demonstrated management experience.

SECTION III: OFFEROR’S FINANCIAL STRENGTH: This factor considers the extent of the Offeror’s experience in dealing with the financing of similar projects, especially under a leasing arrangement as well as the Offeror’s strategy to secure financing. The Offeror shall provide the following:

• Dun & Bradstreet numbers for all team members.

• Audited financial statements (or 10Ks if the entity is publicly owned) for the last three (3) years (parent and holding companies should submit audited financial statements if they intend to commit resources to a developer or joint venture in which they own a controlling interest). The financial statements should be prepared in accordance with generally accepted accounting principles (“GAAP”) and the financial auditor must be a nationally recognized firm in the accounting industry. The submission must include an assertion as to the accuracy made by the auditor. Auditor contact information should also be provided,

• If audited financial statements have not been performed for the Offeror’s corporation or partnership, or if the Offeror is an individual, a complete and current personal financial statement for the Offeror and all the Offeror’s partners/officers.

• A description of financing arrangements that the Offeror has structured for major projects within the past ten (10) years that are similar in scope to the SE Corner IN-LEASEproject.

Include information on previous debt and equity sources, terms and any fees.

• The names, addresses, telephone numbers, and e-mail addresses of at least two (2) commercial or institutional credit references from which the Offeror has previously obtained financing. The Offeror shall attach a letter authorizing each credit reference to respond to inquiries from the Navy.

o The Offeror shall identify the sources, and, if possible, the relative amounts from these sources, from which the Offeror expects to derive revenue during implementation and operation of the IN-LEASE project.

• Discuss the envisioned economics of sharing agreements between principal members or investors including identification of sources of return to the owners and investors.

• Describe the Offeror’s plan for reinvesting revenues earned back to the project itself. This should include anticipated timing and levels of refinancing and the proposed disposition of proceeds from refinancing as well as plans for adjusting the reinvestment approach in response to market standards.

• Provide a description and documentation demonstrating the Offeror’s strategy to obtain financing (i.e., debt or equity) for the project, including anticipated costs and why this strategy offers the best value to the Government.

• Discuss the Offeror’s capability to secure operating capital for the project as well as the

Offeror’s capability to secure payment or performance bonds (or other types of security) for the envisioned project.

SECTION IV: OFFEROR’S DEVELOPMENT PLAN: The Offeror shall demonstrate it has a clear understanding of the anticipated design and construction elements of the project; describe the marketing plan and its approach to effectively manage community relations.

Understanding of Anticipated Design and Construction Elements:

• The Offeror shall submit a detailed narrative describing its proposed project concept and vision, including an accurate overall description of the intended project design and construction methodology and how the design blends with the ongoing Navy mission and the surrounding environment. Special emphasis will be required on how the Offeror’s approach addresses the entire project and how it demonstrates a clear understanding of the scope and complexity associated with the project.

• The Offeror shall provide a concept outline which shall include, but is not limited to, the following items: 1) quality control plan; 2) safety plan; 3) phasing/sequencing, including detailed logic diagram with major milestones (i.e. notice to proceed, design completion, obtaining the applicable permits, subcontractor selection, certificate of occupancy); and

4) applicable project coordination (A&E involvement, as applicable).

Ability to Effectively Manage Community Relations:

• The Offeror will explain its philosophy and specific approach to managing community relations during the planning, construction, and operation and maintenance of this development project. With respect to projects listed by the Offeror under “Relevant Project

Experience”, the Offeror will describe its experiences in managing relations with the surrounding community.

SECTION V: Demonstrate Use Consistent with Navy Mission, Goals, Objectives, Prohibited Uses and Activities: The Offeror shall demonstrate how the project is consistent with the Navy and NSBNL’s mission, goals, objectives, prohibited uses and activities (as articulated in the RFP). Specifically, Offerors shall describe how their proposed approach meets the mission, goals, and objectives, and avoids prohibited uses and activities, of the Navy and NSBNL.

The Offeror shall also describe how it will achieve these objectives throughout the project term.

The Offerors shall provide sufficient information illustrating the development strategy for this property and how it will maximize the return to the Navy. Finally, the Offeror shall explain how its approach will enhance the quality of life for Navy personnel and the surrounding community.

SECTION VI: CAPABILITY/QUALIFICATIONS TO DEVELOP BUSINESS AND

LEASING PLAN:

Staffing Plan: The Offeror shall provide the following:

• Describe the organizational approach to executing responsibilities, providing the overall project coordination, and responding to the Navy during all phases of the project. Furnish an organizational chart and staffing plan that demonstrates the Offeror’s capability of carrying out all functions required for the project. If applicable, the Offeror will be required to present a timetable for hiring any additional staff required.

• For each of the last five (5) years, the Offeror will be required to summarize its workload, expressed in terms of the annualized dollar value of the projects being developed and the number of full time staff engaged in managing project development.

• The extent to which the Offeror is planning to commit staff and other resources to the project and to development of the Business and Leasing Plan.

Qualifications of Key Personnel: The Offeror shall provide the following:

• Identify its “key personnel” (those persons considered critical to the accomplishment of the project) and their respective roles during development of the Business and Leasing

Plan. Indicate the extent to which its key personnel have worked together as a team on projects of the same or greater complexity and financial magnitude, and on projects of the same nature as the proposed project.

• A resume for each of the Offeror’s “key personnel”. Each resume shall be limited to one

(1) page, and must include a description of the individual’s duties and responsibilities, education, knowledge, skills, expertise, and other qualifications relevant to development of the Business and Leasing Plan. The resume must clearly indicate whether the individual is or is not currently an employee of the Offeror.

• For each “key personnel” resume, the Offeror will be required to attach a statement defining the extent of the individual’s availability and corporate commitment. The statement must clearly indicate whether the individual is or is not currently an employee of the Offeror and, if not so employed, what kind of commitment the Offeror has obtained from the person or offer of employment the Offeror has made to the person to assure availability of this person during the development of the Business and Leasing Plan.

OFFEROR’S COVER PAGE

The Offeror’s proposal must include a completed Cover Page which shall consist of a completed and signed copy of the following:

OFFEROR’S COVER PAGE

(Name of Offeror) (Point of Contact)

(Street Address) (Telephone Number)

(City, State and Zip Code) (Fax Number)

(Electronic Mail Address)

1. This offer is valid for a period of 180 days from the date hereinafter written.

2. Receipt of amendment(s), is acknowledged.

3. Statement of Authority to Release Proprietary Information

I hereby certify that I have read the Request for Proposals and understand and approve of the release of the information in all proposal submittals to the Government and its contractors for the purpose of providing advisory/consulting services in the Government’s evaluation of this

Solicitation. I further understand that the Government and its contractors will not disclose any confidential information identified as such in these submissions.

4. I hereby state within this proposal that I will grant the Navy permission to construct the improvements as part of the lease to be subsequently entered into between us and the Navy.

Authorized representative and signatory for Offeror:

(Print) Name Title Date

Signature

SIGNIFICANT CHANGES

The Offeror shall advise the RECO in writing within five (5) business days of any significant changes affecting the proposal submission.

OFFEROR’S COVER PAGE PART II

The Offeror’s proposal must include a completed Cover Page Part II which shall consist of a completed and signed copy of the following:

RENT

Complete the rent and fees for the following:

Year 1:

Rent & Improvements

Year 2:

Rent

Year 3:

Rent

Year 4:

Rent

Year 5:

Rent

TERM

Start Date: __________________ End Date: _____________________

BENEFICIAL OCCUPANCY DATE (BOD)

List the earliest occupancy date: _________________________________

CERTIFICATIONS

Please clearly state if you meet the following requirements:

REQUIREMENT YES NO

Area of Consideration (section 2.1)

Runway & Taxi Requirements (section 2.2)

Infrastructure Modification Requirements (section 2.3)

Airspace Requirements (section 2.4)

Flight Pattern Requirements (section 2.5)

Operational Availability Requirements (section 2.6)

Security Requirements (section 2.7)

Support Services Requirement (section 2.8)

* If you answered no to any of the above requirements please provide additional information as an attachment.

Authorized representative and signatory for Offeror:

(Print) Name Title Date

Signature