EXHIBIT 3B - SUBMITTAL REQUIREMENTS.pdf

PDF 35 KB Posted

Attached to
Self-Performing Construction Work Feasibility Study
Solicitation number
PS136577(3)
Issued by
California

About this file

This is a submittal requirements exhibit for a state and local contract opportunity. The document establishes the formal procedures and standards that bidders must follow when submitting proposals in response to the solicitation. The submittal requirements define the mandatory format, content, organization, and documentation that all responsive bids must include to be considered for evaluation. These requirements ensure that all proposals are presented consistently and completely, enabling fair and objective comparison among bidders. The document typically addresses the specific sections that must be included in proposals, such as technical approaches, qualifications, references, and cost information, along with specifications regarding page limits, fonts, binding methods, and the number of copies required for submission.

The exhibit also establishes critical administrative requirements including the deadline for proposal submission, the location where proposals must be delivered, and any penalties for late submissions. It may specify whether electronic submission is permitted or if hard copies are required, detail any required certifications or attestations that must accompany proposals, and outline procedures for proposal modifications or withdrawals prior to the submission deadline. Additionally, the submittal requirements may address evaluation criteria weightings, the process for handling incomplete or non-responsive proposals, and clarification procedures such as requests for information from bidders during the evaluation phase. These requirements are fundamental to the procurement process as they establish the baseline standards for participation and ensure all bidders understand their obligations in preparing and submitting competitive proposals.

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Text version

RFP NO. PS136577

SELF-PERFORMING CONSTRUCTION WORK FEASIBILITY STUDY

EXHIBIT 3B – SUBMITTAL REQUIREMENTS

1.2 PROPOSAL CONTENT

The Proposal shall have the following components and shall be presented in the format exactly as shown here:

VOLUME I - Technical Proposal

When preparing the below Subsections C through F, Proposers should consider the EVALUATION CRITERIA provided in Exhibit 3A for a further understanding of the Proposal content.

Proposal Letter (see Exhibit 5) - This letter shall be completed and executed by the Proposer's Authorized Representative. Other letters shall not replace or be included in addition to the Proposal Letter.

A. Executive Summary - Summarize in general terms the following:

1. Proposer's knowledge, skill and experience in successfully performing past contracts of a similar nature and complexity;

2. Experience and capabilities of the Proposer's planned team, including identification of members of the team and the knowledge, skill and experience of the Proposer's key personnel;

3. Proposer's ability to manage performance of the Services in light of the Proposer's other contracts; and

4. Proposer's understanding of the Services to be performed, LACMTA's requirements and objectives, and the Proposer's planned approach to providing the Services in a manner satisfactory to LACMTA.

B. Minimum Qualification Requirements

Proposers shall provide documentation to demonstrate its SPECIFIC compliance to each of the following minimum qualification requirements listed in the Evaluation Criteria (Exhibit 3).

All minimum requirements must be met at the time of proposal submittal.

1. The Project Lead must have:

Minimum 10 years in construction management including project delivery, controls, and scheduling for public and private owners in both traditional and/or alternative delivery construction projects; and

Bachelor's degree in Civil Engineering, Construction Management, Legal, Business, or a closely related field.

2. All proposed project support staff must, individually, have:

Minimum of 2 years of experience in construction management on public and private projects; and

Bachelor's degree in Civil Engineering, Construction Management, Legal, Business, or a closely related field.

C. Experience and Qualification of the Prime Contractor/Team

1. Discuss the Prime Contractor/Team's capacity, corporate skill, competence, and qualifications in performing feasibility studies, construction cost analysis, and organizational assessments for transit infrastructure or comparable capital projects.

describe the nature of the services performed for each such project (see List of Current Contracts - Backlog, Exhibit 6). List contracts of similar nature and complexity your firm has performed within the last five (5) years (see List of Completed Contracts

- Last Five Years, Exhibit 7). State the current status of each contract and provide references and point of contact information for each contract.

2. List relevant track record of satisfactory performance on engagements similar in size and complexity to the scope of services, including experience with public transit agencies, self-performance evaluations, or construction delivery method assessments.

describe the nature of the services performed for each such project (see List of Current Contracts - Backlog, Exhibit 6). List contracts of similar nature and complexity your firm has performed within the last five (5) years (see List of Completed Contracts - Last Five Years, Exhibit 7). State the current status of each contract and provide references and point of contact information for each contract.

3. Discuss the Prime Contractor/Team's depth of experience with California construction regulations, prevailing wage requirements, Cal/OSHA compliance, and Project Labor Agreements (PLAs).

D. Qualification and Experience of Proposed Key Personnel

1. Discuss the Project Lead's depth of knowledge, qualifications, and experience in construction management, cost estimating, scheduling, and risk analysis relevant to heavy civil, transit, or infrastructure construction.

2. Discuss the Project Lead's degree of relevant experience and experience in heavy civil construction projects within the last five years.

3. Discuss the Project Lead's depth of knowledge and experience identifying safety hazards, assessing risks that prevent harm, protecting people, property, and the environment through planning, communication, and accountability.

4. Discuss the Project Lead's depth in financial acumen and experience in evaluating costs, margins, and cash flow to quantify the return on investment (ROI) of self-performed construction activities.

5. Discuss the Project Lead's depth of experience in job-cost analytics to maximize ROI and profitability on self-performed construction scopes of work.

6. Discuss the Project Lead's depth of experience in conducting make-versus-buy evaluations using ROI, life-cycle cost considerations, and risk impacts to determine when self-performance provides the most significant overall value.

7. Discuss the Key Personnel's availability and commitment to commence work shortly after contract award, including percentage of time dedicated to this project and capability to complete the assignment within the specified timeframe.

E. Comprehensiveness of Work Plan and Technical Approach and Analytical Rigor

1. Discuss the Project Lead's depth of knowledge, qualifications, and experience in construction management, cost estimating, scheduling, and risk analysis relevant to heavy civil, transit, or infrastructure construction.

2. Discuss the feasibility of proposed approach in managing potential issues and obstacles that include (legal authorization, federal funding impacts, SBE/DBE community considerations, union requirements, liability exposures) and feasibility of proposed methods to address them.

3. Discuss the comprehensiveness of proposed approach in schedule analysis using Critical Path Method (CPM), identification of Key Performance Indicators (SPI, CPI, labor productivity metrics), and resource leveling/crew allocation assessments.

4. Discuss the feasibility of proposed approach in risk management, conducting assessments, including quantitative techniques (Monte Carlo simulation), risk matrix development (probability, impact, detectability), and mitigation strategy formulation.

5. Discuss the viability of proposed approach in benchmarking against comparable projects, peer agency research, and developing actionable recommendations with supporting evidence per acceptance criteria.

VOLUME II - Certification Forms

See Section 1.4

VOLUME III - Price Proposal*

The Price Proposal shall identify the Firm Fixed Price offer for the performance of the Services identified herein, along with a proposed complete [@schedule_quantities_prices_or_price_proposal@], Exhibit 2. Proposals shall be in accordance with the format prescribed by LACMTA and as attached hereto.

The Proposer's Price Proposal must include a price covering the entire Scope of Services, including information for the Proposer and members of its team (e.g., joint venturers or partners, subcontractors, etc.). The Proposer's price shall include all applicable direct labor, all applicable labor surcharges such as taxes; insurance and fringe benefits, as well as indirect costs, overhead, general and administrative expense, other direct costs, and profit.

The Price Proposal submitted shall describe the number of hours proposed by labor category, and fully burdened rates for all proposed personnel, including subcontractors. This information is required to support the Proposer's execution plan.

VOLUME IV - DEOD Forms and Required Documents*

All Diversity and Economic Opportunity Department (DEOD) Forms required for the Proposal shall be included in this volume.

* VOLUMES III AND IV SHALL BE SUBMITTED TOGETHER IN A SEALED

ENVELOPE SEPARATE FROM VOLUMES I AND II.

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