EOI 033023.pdf

PUBLIC NOTICE

MARYLAND DEPARTMENT OF TRANSPORTATION

AE-23-001-A, B&C

PROJECT CONTROLS SERVICES FOR SCHEDULE AND CLAIMS REVIEW

NOTICE TO ARCHITECTS & ENGINEERS

REQUEST FOR PROFESSIONAL SERVICES

The Secretary of the Maryland Department of Transportation (MDOT) has certified to the Transportation Professional Services Selection Board the need to utilize the services of architects or engineers for the following project(s).

Firms interested in being considered for work on any Project must submit an Expression of Interest for that Project as set forth herein. The Expression of Interest shall be in an envelope marked with the specified contract number for the Project. The letter portion of the Expression of Interest shall indicate the firm's desire to perform services and indicate the specific tasks or areas of expertise, which will be subcontracted, and to whom. Interested firms must submit the material required herein or the interested firm will not be considered for the Project.

Of all the firms expressing interest in a Project, those adjudged most qualified shall be requested to submit Technical Proposals. Additional information will be supplied to the selected firms so that they can prepare such proposals for the Project. The firm that submits the highest rated Technical Proposal will be requested to submit Price Proposals. This project will be federally funded and Price Proposal cost limitations on payroll burden and overhead shall not apply.

However, MDOT reserves the right to require that split payroll burden and overhead rates be submitted appropriate for the type of services to be provided (example, Office Rate for planning/design activities and Field Rate for construction inspection). If negotiations with the firm are timely and successful, a contract may be awarded to that firm. If an interested firm is requested to submit proposals, their proposals should substantially reflect the same composition and area of involvement as their Expression of Interest.

If a Joint Venture responds to a project advertisement, the Department of Transportation will not accept separate Expressions of Interest from the Joint Venture constituents. A firm will not be permitted to submit on more than one (1) Joint Venture for the same project advertisement.

Also, a firm that responds to a project advertisement as a prime or a prime joint venture constituent may not be included as a designated subcontractor to another firm that responds as a prime to the project advertisement. Multiple responses under any of the foregoing situations may cause the rejection of all responses of the firms involved. The above does not preclude a firm from being set forth as a designated subcontractor to more than one (1) prime responding to the project advertisement.

All questions concerning submissions and procedures must be submitted by email to trussell@mta.maryland.gov no later than 12:00 noon on April 13, 2023. The MTA number must be referenced in the email subject line. Problems submitting emails shall be reported to MDOT MTA’s Office of Procurement, telephone number 410-767-3369.

Addendums to this advertisement will only be posted only on eMaryland Marketplace Advantage at https://emma.maryland.gov

Consultants shall have the ability to provide background investigation results for Consultant personnel assigned to work on MDOT MTA projects.

MDOT MTA, in accordance with the provisions of Title VI of the civil Rights Act of 1964 (78 Stat. 252, 42 U.S.C. §§ 200d to 200d-4) and the Regulations, hereby notifies all bidders that will affirmatively ensure that any contract entered into pursuant to this advertisement, disadvantaged business enterprises will be afforded full and fair opportunity to submit bids in response to this invitation and will not be discriminated against on the grounds of race, color, or national origin in consideration for any award. DBE firms are encouraged to respond to this solicitation.

All Prime contractors must be registered and “in good standing” with the Maryland State Department of Assessments (SDAT) and Taxation and System for Award Management (SAM) at the time of submittal. Subcontractors must also be registered with SDAT and in good standing. It is strongly recommended that any potential Offeror complete registration prior to the proposal due date and time or submittal. The offeror’s failure to complete registration with SDAT may not be considered for the Project.

All submissions must be submitted, one (1) original and three (3) copies by U.S. Mail or Mail Courier and one (1) by electronic version in Adobe.pdf format to Tammy Russell:

RESPOND TO:

Tammy Russell

MARYLAND TRANSIT ADMINISTRATION

OFFICE OF PROCUREMENT

Professional Services Section

Maryland Transit Administration 6 Saint Paul Street, 7th Floor Baltimore, Maryland 21202 mailto:%20trussell@mta.maryland.gov mailto:%20trussell@mta.maryland.gov https://emma.maryland.gov/

I. Maryland Department of Transportation Maryland Transit Administration (MDOT MTA)

Contract Number: AE-23-001-A, B&C, Project Controls Services For Schedule And Claims Review

1. Project Description:

The Maryland Transit Administration requires the professional services of consultants experienced in change management, schedule review, claims analysis, estimating, and project control services necessary for the MTA’s Transit Projects on an as-needed, work order basis.

This work would include, but not limited to, evaluating, processing, estimating, and negotiating design and construction changes and claims. The Consultant will be tasked with reviewing contractor’s baseline and monthly update schedules for contract compliance, constructability, and reasonableness. The Consultant will be responsible for reviewing any claims and assisting in developing MTA’s position and provide litigation support as necessary. The Consultant will also track and analyze project costs and department costs, as well as providing estimating services and constructability reviews and any administrative support required for these services. These services to be performed under this contract will be under the direct supervision and administration of the MTA’s Project Controls Division. All work will be assigned in work orders, which will define in detail work scope, schedule, manpower and cost of each work order.

MTA anticipates awarding three (3) contracts for these services, each for five (5) year duration and not to exceed Fifteen Million ($21,000,000). MTA reserves the right to modify the number of contracts and the total dollar value of each as deemed appropriate.

Project services are anticipated to be funded with Federal and State funds.

2. Consultant Services Required:

The MTA will require the services of firms with knowledge and experience in transit system to perform the tasks described in I.1 above. This is not an all-inclusive list as this contract may include all professional services and activities related to:

• Project Controls for Program Level: development of standardized guidelines and procedures for computing project cash flow projections and cost control measures; assistance in maintaining scheduling standards and procedures; change and risk management; and provide training in project controls and scheduling skills to MTA project managers and other personnel as designated by MTA.

• Project Controls for Project Level: schedule management and implementation, cost control and analysis; change and risk management for major projects; and assessment of reasonableness of proposed revisions to approved project schedules.

• Project Controls for Contract Level: finalization of contract performance requirements; determination of contractor schedule submission standards;

justification assessment for liquidated damages; schedule management strategy;

assignment of Scheduling personnel to specific contracts; establishment of regular communications with the Resident Engineer for assigned contracts; development and submission of periodic Schedule Update Status Reports for specific contracts;

maintenance of schedule document files for each assigned contract; maintenance of a chronology of schedule occurrences including but not limited to:

- date of each occurrence

- schedule document received or generated

- internal schedule discussion

- schedule discussion with the contractor

• Review and analysis of all contractor claims including time extension requests, proposed mitigation measures, litigation support, and development/critique of time impact analysis.

• Develop independent cost estimate and perform detailed constructability reviews for transit projects as required.

• Project Management and Control - Project Management Services such as, but not limited to, monitoring, and updating the scope/schedule/budget of the projects;

coordinating and resolving project issues; and other related work for managing the projects.

• Capital Program Technician performs a variety of duties in support of capital projects. Depending on the project, duties may include providing assistance with:

critical path project schedule reviews, budget and cash-flow analysis, contractor invoice reviews, Contract Change processing and management and development of regular progress reports that assist in the management and delivery of capital projects in all phases of planning, engineering design or construction. Additional duties shall include assistance preparing for regular meetings with FTA, MDE, MDOT and other external agencies.

• Consultant may be requested to perform Planning, Preliminary or Final

Engineering, Traffic Analysis, Rail Safety Audits, Civil/Structural, Systems Engineering Design, Quality Assurance and Quality Control, Environmental Analysis, Construction Management, Safety Certification or other related services directly for other MTA Offices such as, but not limited to, Planning, Safety, Operations, or different Divisions within the MTA Office of Engineering & Construction on an “as needed” basis. Specialty work may be required for tasks.

3. Specific Type Firm Solicited:

Firms that can provide staff with the required knowledge and documented experience to perform the services described in I. 1 and I. 2 above. Requirements also include the following:

a. Have the qualifications and applied experience to analyze complex CPM schedules primarily dealing with rail and associated transit construction projects.

b. Have considerable knowledge and experience in scheduling including, but not limited to, Microsoft Project, use of the Primavera P3, P6 and other Scheduling Software System.

c. Have the qualifications and applied experience to provide detailed cost estimating support and constructability reviews on rail and associated transit construction projects.

d. Have considerable knowledge and experience in change management, risk management, and analyzing complex claims and time impact analysis involving major Transit Projects.

As per State Finance & Procurement, State Government Article 17-701 – 17-707 of the Annotated Code of Maryland the firm(s) will be required to provide “Certification Regarding Investments in Iran”. See below 5(f.)

4. Required Information:

The Consultant shall submit one (1) original and five (5) copies of the Expression of Interest, which shall include the following:

Note: All EOI submittals must be bound with both front and back covers. The front covers must clearly display the MDOT MTA Number, Project Service Title, Firm’s Name and be marked as “Original” or “Copy.” Sections in the EOI submittals must contain labeled tabs/divers identifying each section. Graphics and photos on the front and back covers are acceptable but will not be considered in the evaluation process.

a. One (1) Letter of Interest - Limited to two (2) pages in total which must contain:

The name contact numbers and e-mail addresses of the Primary Liaison, Disadvantaged Business Enterprise (DBE) Consultant Liaison Officer for Minority Affairs, and your firm’s contact for this procurement process. The Primary Liaison, DBE Liaison Officer, and the firm’s procurement contact may be the same or different individuals.

The information that the Consultant has the financial capacity to provide the services requested, has measures in place to protect the State against errors and omissions.

b. One (1) U.S Government Forms Standard Form 330 (http://contacts.gsa.gov/webforms.nsf/0/21DBF5BF7E860FC185256E13005C6AA6/$file/SF%20330.pdf)

c. A copy of the Prime/JV's current certificate(s) of insurance.

(Note: MTA’s required Professional Liability Coverage for Prime/JV is $5 Million)

d. The Organizational Chart required for Part I.D of SF330 shall contain at a minimum the Key Staff and defining team organization. In addition, for every individual proposed for this project and shown on the organization chart, the chart shall clearly show their company affiliation and their permanent office location.

Note: U.S. Government forms are to be completed with standard size typing and are not to be photo reduced. Computer generated forms are acceptable; however, the format and spacing is to be identical to that of the Standard Forms (SF 330).

The charts can be prepared on 11” x 17” paper and folded to fit inside the EOI.

5. Documentation Requirements:

a. The information required for SF 330 Part I.E Resumes of Key Personnel Proposed, Key Personnel, shall be limited to the eight (8) Key Staff proposed for performing significant productive time on Project, and shall not exceed eight (8) pages in total.

The Consultant shall only submit information for the eight (8) Key Staff individuals; no information will be evaluated or considered.

The following disciplines are considered of primary importance for this contract and must be documented under SF330 Part I.E. The eight (8) Key Staff will be:

1. Project Manager, registered as a Professional Engineering in the

State of Maryland, with expertise in scheduling, constructability review and capable of handling claims and disputes with a minimum of ten (10) years’ experience.

2. Senior Schedule Engineer, with expertise in scheduling and constructability review with a minimum of ten (10) years’ experience.

3. Schedule Engineer, with expertise in scheduling software with a minimum of five (5) years’ experience.

4. Constructability Review Engineer, with expertise in scheduling and constructability review with a minimum of five (5) years’ experience.

http://contacts.gsa.gov/webforms.nsf/0/21DBF5BF7E860FC185256E13005C6AA6/$file/SF%20330.pdf

5. Senior Claims Review Engineer, with expertise in constructions claims and disputes with a minimum of five (5) years’ experience.

6. Construction Estimator, with expertise in scheduling, time impact analysis with a minimum of five (5) years’ experience.

7. Financial Auditor, with expertise in investigative audits, litigation support related to construction disputes and claims with a minimum of five (5) years’ experience.

8. Project Control Engineer, with expertise in construction project management, changes and claims with a minimum of five (5) years’ experience.

b. The Consultant shall document in writing in SF 330 I.E. that the proposed Key

Staff individuals meet the following requirements:

1. Project Manager must be an employee by the Prime/JV

2. It is not required that the other Key Staff personnel be employee of the Prime/JV or be located at the Project Office.

3. All members of the Key Staff shall be residents of the United States with demonstrated expertise and the disciplines listed.

Where Maryland Registrations are required for the professional Key Staff, the Consultant shall include in block 17 of Part I.E of the SF 330 the words "Maryland Registered" and the Maryland License Registration Certificate Number for the individual.

The Project Manager must be license in good standing in the State of Maryland at the time of this solicitation. Without exception, MDOT MTA will allow consultant’s qualified professional engineers and architects that are currently registered in other states to be part of the consultant’s team with the status of “Maryland Registration Pending” for those individuals at the time of Expression of Interest submittal. Where a consultant proposes an out of state professional engineer of architect, the consultant shall include in block 17 of Part I.E of the SF 330 the words "Maryland Registered Pending” along with the license registration number, discipline, and the US State where the individual is currently registered.

Pending status must be resolved at the time of Technical Proposal submittal, if short listed. Failure of the Consultant to properly document Key Staff requirements in writing will result in the firm being precluded from further consideration for the Project.

The Key Staff individual experiences set forth must have been performed within the past ten (10) years. Preference will be given to those that can demonstrate that the required experience was performed on similar tasks as outlined in Item #2 above.

c. The information required for Pat I.F (Example Projects) of the SF 330, shall be limited to five (5) relevant projects performed within the past ten (10) years, and shall not exceed one (1) page per project in total length.

d. Part I.H of SF 330 shall be limited to five (5) pages to summarize in an Executive

Summary form the specialized expertise of the team.

e. A copy of the Prime/JV's current certificate(s) of insurance.

(Note: MTA’s required Professional Liability Coverage for Prime/JV is $5 Million)

f. As per State Finance and Procurement, State Government Article 17-701 – 17- 707 of the Annotated Code of Maryland, a firm engaging in investment activities with companies appearing on the Investment Activities in Iran list are ineligible for bid/proposal/award. The Investment Activities in Iran list is located at www.bpw.state.md.us of the Maryland Board of Public Works (BPW) web site.

As per the BPW Advisory No.: 2013-11; Date Issued: January 1, 2013, an officer of the Prime/JV firm shall provide a signed original certification as per language listed on the BPW Advisory page.

The Consultant shall comply with the “Required Information” and “Special Requirements” set forth hereinafter when completing the aforesaid documentation.

6. Special Requirements - DBE Provisions:

The Maryland Department of Transportation (MDOT) hereby notifies all proposers that in regard to any contract entered into pursuant to this advertisement; DBEs will be afforded full opportunity to submit expressions of interest in response to this notice and will not be subject to discrimination on the basis of race, color, national origin, age, sex, or disability in consideration for an award (23 CFR § 200, 49 CFR § 21 and 26). It is the goal of MDOT that certified businesses participate in all contracts. Each contract may contain a goal for DBE participation, on a contract-by-contract basis. Consultants interested in submitting an Expression of Interest must comply with the "SPECIAL

PROVISIONS, AFFIRMATIVE ACTION REQUIREMENTS, UTILIZATION OF

DISADVANTAGED BUSINESSES, THE SURFACE TRANSPORTATION AND

UNIFORM RELOCATION ASSISTANCE ACT OF 1987 AND ISTEA OF 1991 AND

MAP 21 OF 2012."

To comply with the aforesaid SPECIAL PROVISIONS, Consultants who submit Expressions of Interest must clearly set forth the DBE Prime firm(s) or DBE subcontractor(s) proposed for goal attainment indicating:

a. The proposed work,

b. Percentage of total work,

c. MDOT certification number, and http://www.bpw.state.md.us/

d. Applicable NAICS Codes for each DBE. Said information shall be shown under firm name on Part I.C.9 Proposed Team of the Federal Government SF 330 form.

Since there are tasks that are eligible to be funded with Federal funds, proposed DBE firms must be certified by MDOT at the time of submission to participate on federally funded projects.

Consultants shall also identify in the letter portion of the Expression of Interest the name of their “Consultant Liaison Officer for Minority Affairs.” The Consultant's failure to submit all of the required DBE information, in the specified areas, will result in the Consultant being disqualified from further consideration for the Reduced Candidate List on this Project, unless it is in the best interest of the State to seek clarification or additional information from the Consultant.

CONTRACT GOALS

For the purpose of this contract, a goal of Twelve Percent (12%) has been establish or DBEs. DBE proposers must meet the established DBE goal by either their own forces or approved DBE subcontractor(s). Per 49 CFR 26.55(b), when a DBE performs as a participant in a joint venture, they may count a portion of the total dollar value of the contract equal to the distinct defined portion of the work that the DBE performs with its own forces, toward the DBE goals and the proposed participation must be listed under the firm name in Part I.C.9 of the SF 330.

In addition to listing the Proposed Team, Consultants must also include the percentage of work for each proposed firm under the firm name in Part I.C.9 of the SF 330.

7. Contact Representative: Tammy Russell, trussell@mta.maryland.gov

8. Additional Information: MDOT MTA reserves the right to develop multiple Reduced

Candidate Lists from those firms responding to this advertisement or to make multiple selections from one (1) Reduced Candidate List.

9. Electronic Transfer: By submitting a response to this solicitation, the Consultant agrees to accept payments by electronic funds transfer unless the State Comptroller’s Office grants an exemption. The selected Consultant shall register with the EFT Registration, General Accounting Division using the COT/GAD X-10 Vendor Electronic Funds (EFT) Registration Request Form, available at http://compnet.comp.state.md.us/gad/pdf/GADX- 10.pdf. Any request for exemption must be submitted to the State Comptroller’s Office for approval at the address specified on the COT/GAD X-10 form and must include the business identification information as stated on the form and include the reasons for the exemption.

10. Rating Criteria: The major factors/criteria for the establishment of a Reduced Candidate List for this Project, in descending order of importance, will be:

mailto:%20trussell@mta.maryland.gov http://compnet.comp.state.md.us/gad/pdf/GADX-10.pdf http://compnet.comp.state.md.us/gad/pdf/GADX-10.pdf

a. Key Staff Experience;

b. Past Performance on Similar Project;

c. Capacity to accomplish proposed work in required time;

d. Firm’s Experience in Scheduling & Delay Analysis;

e. Firm’s Experience in Claims Analysis & Litigation Support;

f. Firm's Experience in Estimating and Constructability Reviews;

g. Financial Responsibility;

h. Consultant has measures of protection for the State against errors and omissions;

11. Additional Information:

a. Ratings developed in the Reduced Candidate’s List process for Key Staff individuals and subconsultants proposed may be retained and used in the final selection process.

b. MDOT MTA must be notified in writing, by email to trussell

@mdot.maryland.gov, of any substitution of Key Staff members after Expression of Interest has been submitted. The MDOT MTA will re-evaluate the individual substituted using the same criteria used at the Expression of Interest stage. Failure by the Consultant to advise MDOT MTA of substitutions will result in the individual (s) substituted not scored in the final selection process.

c. MDOT MTA must be notified in writing, by email to trussell@mdot.maryland.gov, of any deletions additions, and / or substitution of proposed Subconsultants after Expression of Interest has been submitted. The MDOT MTA will re-evaluate the requested change using the same the same criteria used at the Expression of Interest stage. This may result in a revised score. Failure by the Consultant to advise MDOT MTA of any change to the proposed Subconsultant team may result in reduction of respective score in the final selection process.

d. All Key Staff proposed must be able to and upon selection must take the necessary action to obtain MDOT MTA security identification badge immediately after contract notice to proceed as necessary to perform assigned Tasks.

e. If selected, the Prime may be required to designate a person as an “Authorized

Signer” who shall be responsible for signing Primes and Subconsultant.

f. All scores will remain confidential for short-listed firms until after final selection.

12. Facsimile/e-mail copies of the Expression of Interest are not acceptable. No response received after 3:00 P.M. on the date specified for a Project will be accepted, no matter how transmitted.

The outside of the Expressions of Interest submittal envelope/ package must include the follow:

mailto:%20trussell%20/%20rmcculley1@mta.maryland.gov mailto:%20trussell%20/%20rmcculley1@mta.maryland.gov mailto:trussell@mdot.maryland.gov

Expressions of Interest Submittal for MDOT MTA Number

Expressions of Interest Service Title Expressions of Interest Due Date and Time Firm Name Firm Address

Respond by: May 4, 2023 prior to 12:00 Noon

RESPOND TO:

Tammy Russell

MARYLAND TRANSIT ADMINISTRATION

OFFICE OF PROCUREMENT

7th Floor

6 Saint Paul Street Baltimore, Maryland 21202