ESBD_368299_1721141154822_Section 8.docx

SECTION 8

RESPONDENT QUESTIONNAIRE AND EVALUATION CRITERIA (TECHNICAL/MANAGEMENT PROPOSAL)

for

GENERAL CONSTRUCTION

JOB ORDER CONTRACTING SERVICES (JOC)

McDonald Observatory (MCD)

RFP 24JOC3700

Respondent must submit a complete response to each of the section below, providing sufficient information to allow evaluation of Proposal including Respondent’s capabilities to perform all requirements described in this RFP and must be detailed enough to enable evaluators to form a concrete conclusion regarding Respondent’s ability to complete execution of all required services. Proposals must be clear and concise, and not overly elaborate. Reliance on promotional brochures is discouraged. Please reference each response by its item number indicated below. Proposals not submitted in accordance with instructions in this RFP may be considered non-responsive and disqualified. The following information shall be submitted as the Technical/Management Proposal.

8.1 RESPONDENT’S GENERAL INFORMATION:

Legal name of the company:

Number of years the firm has been in business under this name: Former business name and/or other assumed names, if applicable:

Mailing and street address of office proposed to provide service:

(mailing address)

(city, state, zip)

(physical street address)

CAM

CP577221

24JOC3700

07162024

RFP -

Mailing and street address of principle or headquarters office:

(mailing address)

(physical street address)

Type of operation (check one):

Individual: Partnership: Corporation: Government:

Number of employees assigned to the office proposed to provide service: Annual sales volume for the office proposed to provide service: Annual sales volume during the last five (5) years for the entire firm: Upon request by the University, will Respondent provide a copy of Respondent’s financial statements for the past two (2) years: YES:

NO:

If responding “NO”, provide an explanation:

Provide Respondent’s financial rating and any documentation (such as a Dunn and Bradstreet analysis) indicating Respondent’s financial stability:

Is Respondent currently for sale or involved in any transaction to expand or to become acquired by another business entity? YES:

NO:

If YES, please explain the impact both in organization and company direction:

Do any past or pending litigations or claims filed against Respondent exist that may affect

Respondent’s performance in the event of award? YES:

NO:

If YES, please explain:

Is Respondent currently in default on any loan agreement or financing agreement with any bank, financial institution, or other entity. YES:

NO:

If YES, please explain:

Does any relationship exist (relative, business associate, capital funding agreement or any other such kinship) between Respondent and any University employee? YES: NO: If YES, please explain:

NOTE: this information must be updated as necessary for new employees; updated information is subject to review and approval by the University.

8.2 EVALUATION CRITERIA

8.2.1 CRITERION ONE: PROPOSER QUALIFICATIONS (Maximum value: 12 points)

8.2.1.1 Describe Respondent’s in-house technical expertise for self- performing general construction job order contracting services

8.2.1.2 Describe Respondent’s expertise in providing general contractor services in occupied facilities that maintain continuous operation during construction (universities, hospitals, labs, semi-conductor, etc.)

8.2.1.3 List major subcontractors typically used to supplement in-house workforce, and indicate their relative expertise in providing construction services. Provide a reference list of projects involving services similar in scope as those described in this RFP.

8.2.2 CRITERION TWO: SERVICE AND WARRANTY SUPPORT (Maximum value: 20 points)

8.2.2.1 Describe Respondent’s service and warranty philosophy regarding general construction job order contracting projects, including how this philosophy is carried out and how success in adhering to this philosophy is measured.

8.2.3 CRITERION THREE: QUALITY ASSURANCE (Maximum value: 20 points)

8.2.3.1 Describe in detail the proposed quality assurance program for each phase of each job order project, including all requirements and the method for measurement as well as a detailed description of specific activities completed in order to ensure project delivery within the requirements detailed in the construction documents and specifications. Specifically address quality assurance methods for ensuring quality workmanship, equipment and systems installation with quality workmanship and with adequate maintenance and service access, and how quality assurance measures are applied to work by subcontractors.

8.2.3.2 Identify quality control methodologies for ensuring correct performance of materials, equipment and systems installed.

8.2.4 CRITERION FOUR: MANAGEMENT APPROACH (Maximum value: 12 points) Provide a detailed description of management approach as well as a description of the organization of the company.

8.2.4.1 Organization and Personnel Qualifications

8.2.4.1.1 Provide an organizational chart depicting the proposed management structure for providing services as described in this RFP, including but not limited to the management techniques and controls to assure appropriate selection and control of subcontractors, supervision and quality control measures during all phases of work and identification of principal program personnel dedicated to providing services if award is received, including areas of responsibility and relationship to management structure. Must be sufficiently detailed and notated to fully describe the company’s organization.

8.2.4.1.2 Provide summary resumes for proposed project team members including their specific experience with job order contracting programs, IDIQ contracting programs and/or on-call construction contracts within the past five years and similar in size and scope, and the number of years with the company. Clearly identify the principal personnel dedicated to any contract resulting from this RFP noting their areas of responsibility and relationship to the management structure. Include full description of lines of authority; experience, expertise and responsibility on job order project assignments; number of years with Proposer; certifications/licenses; and city of residence. (Note: key personnel must remain on the team for the duration of any contract resulting from this RFP, including all renewal terms, unless a substitution is approved in advance by the Owner.) Key personnel teams including a Center for JOC Excellence certification as a Certified Job Order Contracting Professional (CJP) are preferred, although not mandatory. Please indicate if each proposed member team hold a CJP certification, including the certification number and expiration date.

8.2.4.1.3 Describe types of reports, records, monitoring systems and information management systems used in management of JOC projects, including those used in the reference project listed in 8.2.1.1.

8.2.4.2 Cost Control

Provide description of proposed method for cost control to ensure that that excessive line items and inaccurate quantities shall not be submitted for payment requests either intentionally or accidentally. Provide information on specific trades (i.e., sheet metal, piping, balance work, temperature controls, etc.).

8.2.4.3 Subcontracting

8.2.4.3.1 Describe all management techniques and controls proposed for implementation to assure selection of appropriate subcontractors while adhering to all HUB requirements (reference Exhibit H) and control of subcontractors’ performance on assigned Job Orders.

8.2.4.3.2 Describe methods for managing subcontractors and material providers; challenges/circumstances unique to job order contracting how such challenges are handled; plan for partnering and team building at all levels of job order projects; start up and subsequent commissioning/close out procedures; procedures for dispute resolution with other parties (Owner, subcontractors, suppliers, etc.)

8.2.4.3.3 Describe payment plan for subcontractors and material suppliers.

8.2.4.3.4 Describe methods used to assure that subcontractors align their work for sustainable construction.

8.2.4.4 Corporate Experience and Support

8.2.4.4.1 Provide detailed description of corporate experience and support of programs similar in size and scope with variable workloads and compressed schedules.

8.2.4.4.2 Describe past experience, detailing type and quantity of work performed, for institutions of higher education or similarly complex facilities which maintain continuous operations while services were provided (i.e., hospitals, labs, semiconductor facilities, etc.)

8.2.4.4.3 Separate from the information provided in response to Section 8.2.6.2, provide no less than three (3), no more than five (5) company references for active or completed contracts within the past five (5) years which demonstrate Respondent’s ability to perform general contracting job order contracting services described in this RFP, including but not limited to details of how the examples are relevant – examples must be including the following information at a minimum:

· Contract/project title

· Assigned project manager’s name and description of responsibilities/authorities

· Client’s name, contact person, contact information – note if Client is a federal, state, local entity, or if the Client was a private/commercial entity.

· Length of business relationship with Client

· Contract number

· Brief description of effort (including percentage of work actually completed by Respondent’s firm)

· Description of how reference is relevant to services described in this RFP

· Description of the role played by each team member

· Type of contract

· Subcontractors utilized (if any)

· Period of performance

· Original anticipated contract dollar value and contract dollar value upon completion

· End date of contract

· Name, point of contact and contact information for major suppliers on project

LIMIT DESCRIPTION OF EACH REFERENCE PROJECT TO TWO (2) PAGES MAXIMUM.

8.2.4.4.5 Identify and describe services provided of all proposed subcontractors and the rational for selection of those subcontractors.

8.2.4.4.6 Provide a list of the principal types of projects Respondent has provided services on over the last five (5) years.

8.2.5 CRITERION FIVE: RESPONDENT’S SAFETY RECORD SUPPORTED BY ACCURATE AND VERIFIABLE DATA (Maximum value: 12 points)

8.2.5.1 Number of current employees.

Note: For companies with ten (10) employees or less, RCR & DART rates should be zero as OSHA 1904 record keeping is not applicable.

8.2.5.2 Provide the following rating information (include worksheets for calculating RCR and DART; see footnotes 2 & 3 below chart):

OSHA Recordable Case Rate² (RCR)

DART (Calendar Days Away / Restricted Time) Rate³

Number of Fatalities*

Number of OSHA Violations*

Worker’s Comp Experience Modification Rate (EMR)

Foot Notes for table;

1 North American Industry Classification System (see http://www.bls.gov/bls/naics.htm) 2 For the past three years; rate = # of OSHA recordable cases x 200,000 ÷ total hours worked by all employees; refer to http://www.osha.gov/recordkeeping/index.html for determination of “recordable”.

3 For the past three years; rate = # of DART cases x 200,000 ÷ total hours worked by all employees. A DART is a work-related injury which results in an employee missing work, being put on restricted work or being placed into an alternate job.

4 The following will result with a zero score for only this Criteria 5 if: No 30-hour OSHA Training for both Superintendent and Project Manager; DART Rates above NAICS Industry Standard; and fatalities.

Note: *Please attach a detailed explanation of the circumstances and outcome of the investigation and corrective actions that have been implemented.

**If ratings are determined to be excessive or are not available, then Contractor shall submit a written explanation for review.

8.2.5.3 Do both the proposed project superintendent and project manager have a current 30-hour OSHA Certification (as required by section

7.7.5.13 of the Additional General Conditions)? If so, please provide dates of training completion for both superintendent and project manager, and attach current certificates or proof of compliance with this training as a part of this proposal.

8.2.5.4 Describe Respondent’s safety policy and job safety program, including a description of the method for ensuring compliance by all workers on the jobsite.

8.2.5.5 Describe safety goals for projects described in this RFP. What is the biggest risk associated with these types of projects? Provide details of any risks or rate exposures.

8.2.5.6 How many visits from the assigned safety professional are anticipated for project assigned under any Contract resulting from this RFP? How will a safety presence be maintained in the field?

8.2.5.7 Describe Respondent’s safety inspection criteria. On a typical project, how often will projects be inspected each day? Provide an example of a report of findings from a safety inspection.

8.2.5.8 Describe an instance where a safety incident or near miss occurred on a project site under Respondent’s control. Did this incident or near miss lead to any changes in the existing safety policies? Describe the incident investigation process.

8.2.5.9 Identify any fatalities that have occurred on any project site under Respondent’s control either directly or through a subcontractor. Describe changes to safety programs resulting from the incident(s).

8.2.5.10 Subcontractors’ safety program – describe Respondent’s safety program as applicable to subcontractors, including responses to following in detail:

· How is safety considered in soliciting and selecting subcontractors?

· Are subcontractors’ safety policies and records examined as a part of the subcontracting process?

· Are subcontractors with poor safety records rejected?

8.2.5.11 Does Respondent have a written comprehensive company health and safety program/manual in place?

YES: NO:

Site specific health and safety plans must be provided to all stakeholders prior to starting work on any Job Order at MCD. Describe Respondent’s experience in creation and submission of site specific health and safety plans.

8.2.6 CRITERIA SIX: JOB ORDER CONTRACTING QUALIFICATIONS (Maximum value: 12 points)

8.2.6.1 Describe Respondent’s understanding of the Job Order Contracting method of service delivery.

8.2.6.2 Provide a list of no less than five (5) organizations with whom Respondent currently has general construction job order contracts with or has previously provided services of equal type and scope within the past three (3) years. Reference list must include company name, contact person, and telephone number, contract description, length of business relationship, and background of project (year of project, summary of work performed, etc.)

If Respondent has not participated in a job order contracting program previously, provide a detailed list of the steps Respondent intends to complete in order to become proficient in delivering general construction services through the job order contracting process.

8.2.7 CRITERIA SEVEN: RAPID RESPONSE CAPABILITIES (including at remote locations (Maximum value: 12 points)

8.2.7.1 Describe Respondent’s ability to rapidly mobilize for individual job order requests at remote locations.

8.2.7.2 Describe Respondent’s ability to provide on-site supervision at remote locations.

8.2.7.3 Describe Respondent’s ability to communicate with Owner during work at remote locations.

8.2.7.4 Describe proposed method for developing and maintaining project schedules including frequency of project schedule updates. For the references provided in 8.2.6.2, describe how the scheduling technics were implements, including specific examples of scheduling challenges and how those challenges were addressed. Describe approaches for meeting or shortening Owner’s schedule during construction, on past projects. Describe software packages/systems used for scheduling. Describe how accelerated submittal schedule are accommodated if requested.

8.2.7.5 Describe Respondent’s ability to rapidly respond to warranty issues at remote locations.

8.2.7.6 Describe Respondent’s protocol for addressing unforeseen conditions which may impact the scope of the Job Order Project.

(END OF SECTION 8)