FQ19172_-_Design_GEC_RFP_Comprehensive_-_Final_v0.pdf

Request for Proposals (Federal)

General Architectural and Engineering Consultant (GEC) On-Call Design Services

RFP No. FQ19172

Date: April 5, 2019

WASHINGTON METROPOLITAN AREA TRANSIT AUTHORITY

GEC ON-CALL DESIGN SERVICES CONTRACT RFP No. FQ19172

Date: April 5, 2019

SUBJECT: Request for Proposal (RFP) No. FQ19172

Dear Sir/Madam:

The Washington Metropolitan Area Transit Authority (WMATA, known hereinafter as the Authority) requires the services of professional on-call multi-disciplinary general architectural and/or engineering consultants (“Consultant”) to provide services in support of the on-going capital improvement program and maintenance program, conduct special complex engineering/architectural studies, provide engineering and architectural support for recovery from urgent, emergent and emergency conditions, and provide design support for new capital rail construction, for bus system projects, for joint-development projects, for adjacent construction- related projects, for project and technology development projects, and for additional projects and services as required.

The selected Consultants shall assist the Authority by providing certain professional engineering, architectural and surveying services associated with new construction and the renovation, repair and maintenance of Authority facilities, assets and systems located in the District of Columbia, Maryland and Virginia. The Consultant shall assist the Authority by providing architectural and professional engineering services associated with Design, Staff Augmentation, and Engineering Support Services.

Architectural and Engineering The successful Consultants may provide architectural and engineering design, staff augmentation, and a full-range of engineering support services under the wide array of capital and maintenance program needs of the Authority through future competitively-solicited Task Order requests. For RFP No. FQ19172, WMATA has elected to review proposals and will award multiple on-call, contracts within four technical categories:

• Power

• Systems and Vehicles

• Facilities

• Rail, Yards, and Infrastructure An expanded definition of the design and support services included in each of these technical categories is provided in the Instructions and Scope of Work included within this RFP.

In addition, WMATA plans to award multiple Small Business Enterprise (SBE) Set-Aside contracts within each of these four categories. Further definitions and requirements to compete for the SBE contracts are provided in the Instructions and Scope of Work.

Engineering Support Services The successful Consultants may also be asked to provide other critical support functions to the engineering and construction programs through future competitively-solicited Task Order requests. These support functions may include, but are not limited to: document management, business process development and configuration, performance analysis, animation and graphics, drafting and development of engineering standards, Quality Control (QC) programs, and associated training in all the above as required.

While no Disadvantaged Business Enterprise (DBE) goals have been established for this RFP, Consultants are strongly encouraged to include a diverse team that includes DBE subconsultants, as DBE Participation will be part of the technical evaluation of proposals. DBE goals will be evaluated and may be established for each subsequent Task Order RFP to be released under all of these contracts. WMATA’s current authority-wide DBE goal is 22% and it is WMATA’s expectation that the overall cumulative work associated with each awarded contract will exceed the authority-wide DBE goal.

For the purpose of reviewing the key terms, conditions, and requirements of this RFP, a non-mandatory (attendance) Pre-Proposal meeting will be held in the Lobby Level Boardroom of the WMATA Jackson Graham Building, 600 5th Street, NW, Washington, DC 20001 on Thursday, April 18, 2019 at 1:00 p.m. EDT.

If you have any technical, contractual, or administrative questions, please e-mail them to Cindy D. Smith, Contract Administrator at GECDesign_procurement@wmata.com no later than 2:00 p.m. EDT, April 25, 2019. WMATA will provide written answers and post them on www.wmata.com (under Business; click on Procurement and Contracting; then click on WMATA Procurement Opportunities; then click on View WMATA Procurement Opportunities; then click on All Solicitations (except Simplified Acquisitions). Any Amendment(s) issued, resulting from questions and answers to this RFP, will be posted on the same website.

Your proposal must be received with all required submittals as stated in the RFP, no later than 2:00 p.m. EDT, May 23, 2019 at WMATA, Office of Procurement and Materials, 600 5th Street, NW, Room 3C-02, Washington, DC 20001-2651. Packages mailed to WMATA offices, if not received in Room 3C-02 by this date and time, will not be accepted. Receipts will be provided for packages hand delivered.

Sincerely, Norie Calvert Contracting Officer Office of Procurement and Materials mailto:GECDesign_procurement@wmata.com http://www.wmata.com/

Table of Contents

DIRECTIONS FOR SUBMITTING PROPOSALS

NOTICE TO PROPOSERS

NOTICE TO ALL VENDORS

RFP SOLICITATION INSTRUCTIONS

1. INTRODUCTION

2. TECHNICAL WORK CATEGORIES

3. COMMUNICATIONS WITH THE AUTHORITY

4. PREPARATION OF PROPOSALS

5. EXPLANATIONS TO PROPOSERS

6. PRE-PROPOSAL CONFERENCE

7. AMENDMENTS PRIOR TO DATE SET FOR RECEIPT OF PROPOSALS

8. ACKNOWLEDGEMENT OF AMENDMENTS

9. SUBMISSION OF PROPOSALS

10. PROPOSAL FORMAT INSTRUCTIONS/REQUIREMENTS

11. LATE SUBMISSIONS AND REVISIONS OF PROPOSALS

12. WITHDRAWAL OF PROPOSALS

13. RECEIPT AND REVIEW OF PROPOSALS BY THE AUTHORITY

14. EVALUATION CRITERIA AND BASIS FOR AWARD

15. RATINGS FOR PROPOSAL EVALUATION CRITERIA

16. NOT APPLICABLE

17. PRICE SCHEDULES AND REPRESENTATIONS AND CERTIFICATIONS

18. TECHNICAL PROPOSAL EVALUATION – SEE ARTICLE 14

19. PRE-AWARD INFORMATION/CONSULTANT RESPONSIBILITY

20. PRE-AWARD MEETING

21. SITE VISIT/INSPECTION PROPOSER’S FACILITIES

22. CONTRACT AWARD

23. PERFORMANCE/PAYMENT BONDS

24. DISADVANTAGED BUSINESS ENTERPRISES REQUIREMENTS

25. OPPORTUNITY FOR DISADVANTAGED BUSINESS ENTERPRISES TO PROPOSE

26. WMATA’S TAX EXEMPT STATUS

27. RESTRICTION ON DISCLOSURE AND USE OF DATA

28. ENGLISH LANGLISH AND UNITED STATES CURRENCY

29. BRAND NAME OR EQUAL

30. REQUESTS FOR RECORDS

31. NOTICE OF PROTEST POLICY

TECHNICAL SPECIFICATIONS - STATEMENT OF WORK

1. GENERAL

2. KEY PERSONNEL

3. INFORMATION FURNISHED BY THE AUTHORITY

4. SCOPE OF SERVICES

5. QUALITY CONTROL PROGRAM

6. ADDITIONAL REQUIREMENTS

7. CONTRACT REPORTING PROCEDURES

ATTACHMENT A - TERMS AND CONDITIONS

CHAPTER I – TERMS AND CONDITIONS

1. AGREEMENT

2. ARRANGEMENT OF CONTRACTUAL PROVISIONS

3. ORDER OF PRECEDENCE

4. REQUIREMENTS CONTRACT

5. INDEFINITE QUANTITY CONTRACT

6. ORDERING

7. ORDER LIMITATIONS

8. AUDIT, AVAILABILITY, AND INSPECTION OF RECORDS

9. AVAILABILITY OF FUNDS FOR THE NEXT FISCAL YEAR

10. CONTRACTING OFFICER’S TECHNICAL REPRESENTATIVE (COTR)

11. RESPONSIBILITY OF THE ARCHITECT-ENGINEER CONSULTANT

12. REQUIREMENTS FOR REGISTRATION OF DESIGNERS

13. WORK OVERSIGT IN ARCHITECTURAL/ENGINEERING CONTRACTS

CHAPTER II – TIME/DELAYS/LIQUIDATED DAMAGES

1. ORDERING PERIOD

2. OPTIONS- EVALUATION

3. OPTIONS- EXERCISE

4. OPTION FOR INCREASED OR DECREASED QUANTITIES OF SUPPLIES

5. OPTIONS TO EXTEND SERVICES

6. OPTION TO EXTEND THE TERM OF THE CONTRACT

7. OPTIONS EXERCISED OUT OF SEQUENCE

8. LIQUIDATED DAMAGES FOR DELAY

9. EXTENSIONS OF TIME/FORCE MAJEURE

10. THE AUTHORITY’S DELAY

11. NOTICE TO THE AUTHORITY OF LABOR DISPUTES

12. NOTIFICATION OF BANKRUPTCY OR INSOLVENCY

CHAPTER III – ACCEPTANCE/INSPECTIONS/DEFICIENCIES

1. INSPECTION OF SERVICES

2. INSPECTION OF SUPPLIES

3. ACCEPTANCE OF SUPPLIES

4. NEW MATERIAL [SUPPLIES]

5. WARRANTY

6. CORRECTION OF DEFICIENCIES

7. FIRST ARTICLE INSPECTION

8. F.O.B. DESTINATION

9. QUALITY ASSURANCE/QUALITY CONTROL

CHAPTER IV—CHANGES/ PRICING ADJUSTMENTS

1. CHANGE ORDERS

2. PRICING OF ADJUSTMENTS

3. ACCOUNTING AND RECORD KEEPING FOR ADJUSTMENTS

CHAPTER V – INVOICES/PAYMENTS/ DEDUCTIONS

1. BILLING AND PAYMENT

2. PRICE REDUCTION FOR DEFECTIVE COST OR PRICING DATA – MODIFICATIONS

3. SUBCONSULTANT PAYMENTS

4. GARNISHMENT OF PAYMENTS

CHAPTER VI – CONTRACT TERMINATION/STOP WORK ORDERS/DISPUTES

1. STOP WORK ORDERS

2. TERMINATION FOR DEFAULT

3. TERMINATION FOR CONVENIENCE

4. ASSIGNMENT

5. DISPUTES

6. EQUAL EMPLOYMENT OPPORTUNITY REQUIREMENTS FOR CONSTRUCTION ACTIVITIES – FTA 74

CHAPTER VII – INDEMNIFICATION/INSURANCE/RISK OF LOSS

1. INDEMNIFICATION

2. INSURANCE REQUIREMENTS

3. TITLE AND RISK OF LOSS

4. TRANSIT EMPLOYEE PROTECTIVE ARRANGEMENTS – FTA

5. Veterans Preference

6. INAPPLICABILITY OF CLAUSES REQUIRING UNAUTHORIZED OBLIGATIONS

CHAPTER VIII – INTELLECTUAL PROPERTY RIGHTS

1. PATENT INDEMNITY

2. SET-OFF

3. RIGHTS IN TECHNICAL DATA- LIMITED

4. RIGHTS IN TECHNICAL DATA – UNLIMITED

5. NOTICE AND ASSISTANCE REGARDING PATENT AND COPYRIGHT INFRINGEMENT [SUPPLIES] .. 87

6. ROYALTY INFORMATION

CHAPTER IX – ADDITIONAL COVENANTS/LEGAL REQUIREMENTS

1. NONDISCRIMINATION ASSURANCE

2. CONTRACT WORK HOURS AND SAFETY STANDARDS FOR AWARDS NOT INVOLVING

CONSTRUCTION

3. WALSH-HEALEY PUBLIC CONTRACTS ACT

4. DAVIS-BACON ACT

5. PREVAILING WAGE AND COPELAND ANTI-KICKBACK ACT

6. CONVICT LABOR

7. COVENANT AGAINST CONTINGENT FEES

8. SEAT BELT USE POLICY AND DISTRACTED DRIVING

9. SENSITIVE SECURITY INFORMATION

10. LAWS AND REGULATIONS

11. HAZARDOUS MATERIAL IDENTIFICATION AND MATERIAL SAFETY DATA

12. LIVING WAGE

13. METRIC SYSTEM

14. MANDATORY DISCLOSURE

15. WHISTLEBLOWER PROTECTION – FEDERAL

16. WORKPLACE VIOLENCE/ZERO TOLERANCE

17. DRUG AND ALCOHOL TESTING (FOR SAFETY SENSITIVE FUNCTIONS ONLY) – FTA

18. EMPLOYMENT RESTRICTION WARRANTY

19. GRATUITIES

20. OFFICIALS NOT TO BENEFIT

21. ORGANIZATIONAL CONFLICTS OF INTEREST

22. CONSULTANT PERSONNEL

23. FALSE STATEMENTS, CLAIMS OR SUBMISSIONS

CHAPTER X – MISCELLANEOUS ADDITIONAL PROVISIONS

1. FEDERAL, STATE, AND LOCAL TAXES

2. PUBLIC COMMUNICATION

3. CHOICE OF LAW, CONSENT TO JURISDICTION AND VENUE

4. SEVERABILITY

5. SURVIVAL

CHAPTER XI – ADDITIONAL FEDERAL PROVISIONS

1. NOTIFICATION OF FEDERAL PARTICIPATION

2. ALL NECESSARY FEDERAL PROVISIONS DEEMED INCLUDED

3. ACCESS TO THIRD PARTY CONTRACT RECORDS

4. AMERICANS WITH DISABILITIES ACT ACCESSIBILITY

5. RIGHTS IN DATA AND COPYRIGHTS

6. PATENT RIGHTS

7. BUY AMERICA ACT

8. PRE-AWARD AND POST DELIVERY AUDIT REQUIREMENTS

9. CHARTER BUS REQUIREMENTS

10. SCHOOL BUS REQUIREMENTS

11. BUS TESTING

12. CARGO PREFERENCE- USE OF UNITED STATES FLAG VESSELS

13. CLEAN AIR ACT AND FEDERAL WATER POLLUTION CONTROL ACT

14. CLEAN WATER ACT

15. RECOVERED MATERIALS/ RECYCLED PRODUCTS

16. RETAINAGE

17. ENERGY CONSERVATION

18. CHANGES TO FEDERAL REQUIREMENTS

19. FLY AMERICA REQUIREMENTS

20. PAYMENT DEDUCTIONS – NON-COMPLIANCE WITH DBE REQUIREMENTS

21. GOVERNMENT-WIDE DEBARMENT OR SUSPENSION

22. INCORPORATION OF FEDERAL TRANSIT ADMINISTRATION (FTA) TERMS

23. NO FEDERAL GOVERNMENT OBLIGATIONS TO THIRD PARTIES – FTA

24. FALSE STATEMENTS OR CLAIMS CIVIL AND CRIMINAL FRAUD – FTA

25. LOBBYING – FTA

26. NATIONAL INTELLIGENT TRANSPORTATION SYSTEMS ARCHITECTURE AND STANDARDS – FTA

27. CONTRACTS INVOLVING FEDERAL PRIVACY ACT REQUIREMENTS – FTA

28. PROGRESS PAYMENTS

29. BONDING FOR CONSTRUCTION PROJECTS EXCEEDING $150,000 – FTA

30. BONDING REQUIREMENTS – GENERAL

31. SEISMIC SAFETY – FTA

CHAPTER XII-WMATA POLICIES

1. SAFETY REQUIREMENTS

2. PRE-EMPLOYMENT CRIMINAL BACKGROUND CHECK REQUIREMENT

3. WORKPLACE VIOLENCE/ZERO TOLERANCE

Mid-Atlantic Cooperative Rider Clause

ATTACHMENT B - BACKGROUND

ATTACHMENT C - DISADVANTAGED BUSINESS ENTERPRISE (DBE)

1. DISADVANTAGED BUSINESS ENTERPRISE (DBE) REQUIREMENT:

2. POLICY:

3. CONTRACT GOAL:

4. DEFINITIONS:

5. HOW DBE PARTICIPATION IS COUNTED TOWARDS THE CONTRACT GOAL:

6. OFFERS AND REQUIREMENTS (WITH THE OFFER):

7. CONSULTANT REQUIREMENTS

8. CONTRACT ADMINISTRATION REQUIREMENTS:

ATTACHMENT D - SMALL BUSINESS ENTERPRISE PROGRAM (SBE)

1. SMALL BUSINESS ENTERPRISE (SBE) REQUIREMENT:

2. POLICY:

3. DEFINITIONS:

4. SOLICITATION REQUIREMENTS:

5. CONTRACT ADMINISTRATION REQUIREMENTS:

ATTACHMENT E - COMBINED GLOSSARY OF DEFINITIONS

ATTACHMENT F - ACRONYMS

04/05/2019

DIRECTIONS FOR SUBMITTING PROPOSALS

1. Read and comply with the solicitation instructions.

2. Envelopes containing Volume I - Technical Proposal and Volume II - Price Schedule and

Representations/Certifications (Volume II to be submitted, by invitation only, under separate directions from WMATA at a later date) must be sealed and separately marked and addressed to:

600 5th Street, NW

Room 3C-02 Washington, DC 20001

Attn: Cindy D. Smith, Contract Administrator

ALL ENVELOPES OR PACKAGES MUST BE SEPARATELY MARKED WITH THE SOLICITATION

NUMBER AS SPECIFIED HEREIN.

PROPOSALS MUST BE MAILED OR HAND-DELIVERED TO REACH WMATA BEFORE 2:00 p.m. EDT, MAY 23, 2019, THE DAY OF PROPOSAL CLOSING. Proposals not received at the Room number indicated above before the due date and time will be rejected.

NOTICE TO PROPOSERS

IN ORDER TO ENSURE THAT YOUR PROPOSAL COMPLIES WITH THE AUTHORITY’S PROCUREMENT

REGULATIONS AND THAT IT WILL BE ACCEPTABLE TO THE AUTHORITY, THE FOLLOWING

INFORMATION SHALL BE COMPLETED AND SUBMITTED AS SPECIFIED BELOW WITH YOUR OFFER:

TECHICAL PROPOSAL - VOLUME I

ACKNOWLEDGEMENT OF AMENDMENTS (IF ANY) – VOLUME I

DO NOT SUBMIT VOLUME II - PRICE SCHEDULE and REPRESENTATIONS/CERTIFICATIONS.

Volume II will be requested separately, by invitation only, from the Proposers who are determined most likely to be awarded a contract based on the review of Volume I – Technical Proposal

FAILURE TO SUBMIT ANY PORTION OF THE REQUIREMENTS, AS SPECIFIED HEREIN, MAY RESULT

IN THE PROPOSAL BEING DEEMED NON-RESPONSIVE AND SUBSEQUENTLY REJECTED.

Questions concerning this Request for Proposal (RFP) may be directed to Cindy D. Smith, WMATA Contract Administrator, no later than 2:00 p.m. EDT on April 25, 2019 at GECDesign_procurement@wmata.com. Only questions received, in writing, directed to this e-mail address will be responded to via a post to www.wmata.com at a date following the Question cut-off. It is the sole responsibility of all Proposers to regularly visit WMATA’s website @ www.wmata.com for updates pertaining to this procurement.

NOTICE TO ALL VENDORS

Please be advised that all vendors and Consultants who do business with the Washington Metropolitan Area Transit Authority (WMATA) must register in the WMATA Vendor Registration System. Registration is located at https://supplier.wmata.com/psp/supplier/SUPPLIER/ERP/h/?tab=DEFAULT under “New User”

If you are a vendor or Consultant and have done business with WMATA in the past, you may reset a forgotten password using your company’s User ID under “I forgot my password”. If you do not remember your user ID, please send a request with your Tax ID or Vendor ID to clm@wmata.com.

In addition, vendors or Consultants wishing to become certified as a WMATA Small Business Enterprise or a WMATA Disadvantaged Business Enterprise are directed to WMATA’s SBE/DBE portal at: https://supplier.wmata.com/psp/supplier/SUPPLIER/ERP.

Registered Vendor Benefits:

• Visibility to WMATA contract administrators and/or purchasing agents during the purchasing decision period;

• Visibility to other 17,500 registered vendors for possible business opportunities;

• Opportunity to update on-line, company information such as an e-mail address or contact person on-line;

• Ability to sign up for electronic payment option; and

• Ability to electronically reset user id and password.

Any questions regarding registration may be sent to clm@wmata.com.

https://supplier.wmata.com/psp/supplier/SUPPLIER/ERP/h/?tab=DEFAULT mailto:clm@wmata.com https://supplier.wmata.com/psp/supplier/SUPPLIER/ERP mailto:clm@wmata.com

GEC ON-CALL DESIGN SERVICES CONTRACT RFP: #FQ19172

REQUEST FOR PROPOSAL (RFP) SOLICITATION INSTRUCTIONS

1. INTRODUCTION

(a) The Washington Metropolitan Area Transit Authority (WMATA or ‘the Authority’) seeks to award contracts to general architectural and engineering consultants (“Consultants”) to provide engineering, procurement and construction support services in support of WMATA’s capital improvement and state of good repair programs. To that end, it is issuing this Request for Proposals (RFP) to solicit proposals from qualified firms, joint-ventures and/or individuals who can satisfy the requirements described herein.

(b) The work effort is composed of providing professional and technical consulting services with qualified engineers and architects. The services to be provided may include expertise in the full range of transit-oriented architectural, engineering and surveying disciplines and Work Categories as described in the Statement of Work.

Proposer’s will be evaluated in up to four (4) Technical Work Categories: Power; Systems and Vehicles; Facilities; and Rail, Yards and Infrastructure. Proposers may submit a proposal for one (1), multiple, or all four (4) Technical Work Categories. Proposers shall clearly state in their cover letter and proposal the specific Technical Work Categories for which they are submitting qualifications.

In addition, the Authority plans to award several Small Business Enterprise (SBE) Set-Aside contracts in each of the four Technical Categories. Only WMATA-certified SBEs are eligible to submit a proposal or be considered for the Set-Aside contracts. Future Task Order Requests for Proposals under the SBE Set-Aside program may involve architectural, design, engineering, or professional service staff augmentation services under one or more of the four (4) Technical Work Categories described above. Under any future SBE Set-Aside contracts, Task Order requests will be limited to an estimated value of $500,000 in professional services, or less. Firms submitting as Small Business Enterprise must clearly state in their cover letter and their proposal the specific Technical Work Categories for which they are submitting qualifications. In addition, WMATA requests firms submitting a proposal for any Set-Aside contracts to further disclose the technical discipline(s) or niche services (within the four Technical Categories) that the firm has the capabilities to perform. Firms submitting a proposal for consideration of a Set-Aside contract may submit a proposal for one (1), multiple, or all four (4) Technical Work Categories. Proposers shall clearly state in their cover letter and proposal the specific Technical Work Categories for which they are submitting qualifications. Tasks for technical services will be competed among the selected SBEs that demonstrate technical capabilities to perform that type of work within their proposal.

(c) The Authority contemplates multiple awards to Consultants deemed to be the best-qualified (or equivalently qualified) but may elect to award more or less contracts based on the number of best-qualified Consultants identified through the proposal evaluation process.

Future Task Order RFPs will be solicited from Consultants holding a master contract in the Technical Work Category that aligns with the Task Statement of Work (SOW), and will be competitively evaluated on technical merit first, then price considerations in accordance with the Brooks Act. The determination of the evaluation factors for future Task Order RFPs will be based on the respective SOW and the most relevant factors for determining the best-qualified Consultant. For future Task Order RFPs, the Authority will enter into price negotiations with only the top technically-ranked Consultant and attempt to reach fair and reasonable terms for Task Order award. If unable to reach fair and reasonable price and terms with the top technically-ranked Consultant, the Authority may terminate negotiations and begin negotiations with the Consultant determined to be the next best technically-qualified Consultant for that particular task. This process will continue until the Authority issues a Task Order award, however, the Authority retains exclusive rights to cancel the Task Order RFP at any time and may resolicit if deemed to be in the best interest of the Authority. The value of future individual Task Orders is anticipated to range from $10,000 to $15,000,000; however, the Authority may elect to issue Task Orders of a higher or lower value, with approval of the Contracting Officer to be in the best interest of the Authority. The estimated aggregate value for all future Task Orders to be awarded under this GEC On-Call Design Services procurement is $500,000,000. The Ordering Period establishes the time limits for the issuance of individual Task Orders and shall be five (5) years from the Notice of Award date. Performance of future Task Orders may extend no more than six (6) months beyond the contract expiration date, unless expressly authorized by the Authority’s Contracting Officer.

(d) In the event that any Consultant selected for the award of a contract under this RFP is unable or otherwise fails to provide services within the time frames required in a subsequently awarded Task Order or this Contract, the Authority reserves the right to procure the services from any other source and in any other manner it deems appropriate. Nothing contained, herein, shall be deemed to waive, modify, or impair the Authority’s right to treat such failure as a material breach of the Consultant’s obligations pursuant to the “Default” article under this Contract, or to pursue any other remedy to which the Authority may be entitled pursuant to this Contract, at law or in equity.

(e) To participate in this procurement, Proposer must satisfy the minimum qualifications required by this RFP. Where the Proposer is a joint-venture, the firm that holds a majority ownership interest in the Proposer (i.e., over 50% ownership) must meet the minimum requirements set forth in this RFP.

(f) If a Joint-Venture responds to this RFP, the Authority will not accept separate proposals from the Joint-Venture constituents (either jointly or separately) within the same Technical Work Category. A firm will not be permitted to submit as a prime on more than one (1) Joint-Venture within the same Technical Work Category.

(g) A firm that responds to this RFP as a prime or a prime Joint-Venture constituent may not be included as a subconsultant to another firm that responds as a prime within the same Technical Work Category. A firm that responds to this RFP as a prime or a prime joint-venture constituent may be included as a subconsultant to another firm that responds as a prime within a different Technical Work Category. The above does not preclude a firm from being set forth as a subconsultant to more than one (1) prime within any Technical Work Category. An SBE that is WMATA certified and that submits a proposal for a SBE Set-Aside award, may also be a subconsultant to a prime under any Technical Work Category.

(h) Only Architect or Engineering (A&E) Consultants may compete for this contract.

Consultants shall submit documentation that the Consultant is a certified professionally-registered architectural and/or engineering Consultant. Documentation can be the Consultant’s engineering or architecture registration number from a State Licensing Board if the state in which the Consultant is located has a Consultant registration requirement, or it can be resumes of the senior engineers/architects that are managing the Consultant showing that they are registered engineers or architects.

(i) Location of the Consultant in the general geographic area of anticipated WMATA Task Orders and projects, and knowledge of the locality of the WMATA projects area is required. Consultants shall demonstrate they have or will have office space within the geographic area and adequate staffing of the office space prior to a contract being awarded. Geographical area of the contract covers the area of 150-mile radius from WMATA headquarters (600 5th Street NW, Washington, DC, 20001). It is preferable that the Consultant has practical knowledge and experience performing A&E services in each of the Washington Metropolitan Area jurisdictions (Maryland, District of Columbia, and Virginia).

2. TECHNICAL WORK CATEGORIES

WMATA intends to award multiple On-Call, Task Order master contracts under four (4) Technical Work Categories and additional contracts under a Small Business Enterprise (SBE) Set-Aside initiative for each Technical Work Category. The four (4) Technical Work Categories are (see Scope of Work contained in this RFP for further detail):

• Power

• Systems and Vehicles

• Facilities

• Rail, Yards and Infrastructure

Consultants can propose on a single, multiple, or all Technical Work Categories, however, only WMATA-certified SBE’s will be eligible for award of a contract as a Small Business Enterprise Set-Aside. Consultants are encouraged to submit proposals only in Technical Work Categories where the Consultant and proposed staff have a high level of proven expertise and would be able to support a wide-array of potential future Architectural and/or Engineering Task Order requests and assignments within the Technical Work Category being proposed on.

For the SBE Set-Aside awards, only WMATA-certified SBE’s are eligible for submitting a proposal. To be considered for a Small Business Enterprise Set-Aside, the firms must be WMATA certified at the time proposals are submitted. The SBE Set-Aside awards will be established in each of the four technical categories for which selected SBEs are deemed to be the best, or equivalently, qualified to compete on future Task Order Requests that are estimated at $500,000 or less in total professional services value. As such, certified SBE’s wishing to submit a SBE Set-Aside proposal for consideration in a Technical Work Category should have the proven expertise, ability, staffing plan, and capacity to cover elements of work for the category for which they are proposing. In addition, WMATA requests firms submitting a proposal for any Set-Aside contracts to further disclose what technical discipline(s) or niche services (within the four Technical Categories) the firm has the capabilities to perform. Tasks for technical services will be competed among the selected SBEs that demonstrate technical capabilities to perform that type of work within their proposal.

Proposer’s must clearly indicate in their cover letter and in various sections of their Proposal, which Technical Work Categories that they are proposing on, and proposal elements should be submitted that correlate to the technical expertise of staff, the proposed team, and the management approach relating to each Technical Work Category being proposed on.

The Authority is not obligated to issue a specific number of master contracts or SBE Set-Aside contracts in any Technical Work Category but will evaluate all proposals objectively and independently to formulate a pool of Consultants that can competitively compete for and provide the Authority the best-qualified services and responsiveness to many future Task Orders that are envisioned in support of WMATA’s Capital Program. Only firms that are rated good or exceptional in any category will considered for selection in those categories.

3. COMMUNICATIONS WITH THE AUTHORITY

Prospective proposers are advised that any and all communications with the Authority relating to this solicitation and made by, or on behalf of, a prospective proposer at any time between release of this Request for Proposals and Contract award, shall be directed to the Authority’s Contract Administrator, Cindy D. Smith, at GECDesign_procurement@wmata.com (please be aware of underscore between “GECDesign” and “procurement”).

A violation of this provision, deemed willful by the Authority, may result in a determination that a proposer is not responsible, and thus ineligible for award, for purposes of this and/or future Authority solicitations.

4. PREPARATION OF PROPOSALS

(a) Proposers shall furnish all information requested by the solicitation and, in so doing, is expected to examine the Request for Proposals and all referenced documents carefully.

Failure to do so is at Proposer’s risk.

5. EXPLANATIONS TO PROPOSERS

(a) Any explanation desired by a proposer regarding the meaning or interpretation of the solicitation or Contract including, without limitation, the terms and conditions, technical specifications or Statement of Work, shall be requested, in writing, with sufficient time allowed for a reply to reach all proposers before proposal closing. All such requests shall be submitted via e-mail to the Contract Administrator identified in Paragraph 3. Include the RFP number and Contract title in any correspondence.

(b) Any information that the Authority furnishes to a prospective proposer relating to the solicitation will be provided, in writing, to all prospective proposers in the form of an Amendment if, in the Contracting Officer’s judgment, the information is necessary to the preparation and/or submittal of proposals or the lack of such information would be otherwise prejudicial to other prospective proposers. Proposers shall acknowledge receipt of all amendments in their cover letter to be submitted with their proposal. The Authority plans to post all responses to questions, clarifications, and Amendments (if needed) at the following central site: www.wmata.com. Consultants are encouraged to regularly visit this site for updates pertaining to this solicitation.

(c) Proposers are advised that oral explanations, representations, or instructions of any kind relating to the subject matter of this solicitation given at any time before award of the Contract by any employee, officer, or agent of the Authority, will not be binding upon the Authority. The Authority does not assume responsibility for the accuracy of any such communication.

(d) The failure of a prospective proposer to request an explanation, take exception, or pose a written question shall serve to preclude it from claiming any ambiguity, inconsistency, or error that should have been discovered by a reasonably prudent proposer.

6. PRE-PROPOSAL CONFERENCE

For the purpose of reviewing the key terms, conditions, and requirements of this RFP, a non-mandatory (attendance) Pre-Proposal meeting will be held in the Lobby Level Boardroom of the WMATA Jackson Graham Building, 600 5th Street, NW, Washington, DC 20001 on Thursday, April 18, 2019 at 1:00 p.m. EDT.

7. AMENDMENTS PRIOR TO DATE SET FOR RECEIPT OF PROPOSALS

(a) The Authority reserves the right to amend any of the terms of this RFP or the Contract, prior to the date set for the proposal closing. Copies of any such Amendments as may be issued will be furnished in writing to all prospective proposers.

(b) If, in the Contracting Officer’s judgment, any Amendment(s) would require material changes to substantive element(s) of the proposals, the date set for proposal closing may be postponed for such period as, in the Contracting Officer’s opinion, will enable proposers to update or revise their proposals. In such instances, the Amendment will include an announcement of the new date for proposal closing.

In the event of an Amendment, except for items specifically clarified, adjusted, or augmented, in writing by the Amendment, all other terms and conditions of the solicitation shall remain unchanged.

8. ACKNOWLEDGEMENT OF AMENDMENTS

Proposers are required to acknowledge receipt of all Amendment(s) to the solicitation in their cover letter to be submitted with their proposal. Failure to do so may, at the Contracting Officer’s discretion, jeopardize the proposer’s right to have its proposal reviewed by the Authority.

9. SUBMISSION OF PROPOSALS

(a) One (1) hard copy of the Proposal shall be enclosed in a sealed envelope and addressed to the office specified in this solicitation. Proposals shall clearly indicate the solicitation number (RFP No. FQ19172), the name of the RFP (GEC On-Call Design Services), volume number and title, and the proposer’s name and address on the face of the envelope.

(b) In addition to the one (1) hard copy of the Proposal, the Proposer shall also submit all proposal information in electronic format on ten (10) USB flash drives as further set forth under Article 10 PROPOSAL FORMAT INSTRUCTIONS/REQUIREMENTS. The electronic copies shall be in Portable Document Format (PDF) and shall be readable by the latest version of Adobe Acrobat Reader. In case of conflict between the paper and electronic copy of the proposals submitted, the paper copy shall take precedence.

10. PROPOSAL FORMAT INSTRUCTIONS/REQUIREMENTS

Proposers shall submit proposals as follows:

(a) DELIVERY: The original (hard copy) of Volume I shall be unbound. Volume I shall have the RFP number, RFP name, the proposer’s identity, volume number, and volume title printed on the cover page. Volume I shall be submitted as follows:

Volume I – Technical - One (1) original hard copy and ten (10) USB flash drives.

Only Volume I will be required as part of the initial proposal submission. In no event will WMATA consider or be liable for any pricing or cost information submitted with the Volume I – Technical Proposal.

Proposals deemed best-qualified in each of the Technical Work Categories may be asked, by invitation only, to submit Volume II – Price Schedule and Representations and Certifications, within two (2) weeks from the notification by WMATA.

(a) PAGE LIMITATIONS: Proposal contents that exceed the stated page limitations shall not be considered in the evaluation.

(b) FORMAT: Text shall be single spaced, on 8 ½” x 11” paper (except as specifically noted), with a one-inch margin all around. Pages shall be numbered consecutively. A page printed on both sides shall be counted as two pages. Submission as double-sided printing/copying on recycled paper is encouraged. Proposers may use 11” x 17” sized fold-out pages for tables, charts, graphs, or pictures that cannot be legibly presented on 8 ½” x 11” paper. An 11” x 17” page shall be considered a two-sheet equivalent (with regards to the page count limitations). The page margins shall not be smaller than one inch on all four sides. The type size for the text shall not be smaller than 10-point, with at least a line spacing of one. The type size for tables, charts and graphs shall be no smaller than 8-point. Bolding, underlining, and italics may be used to identify topic demarcations or point of emphasis. Graphic presentation, while not subject to the same font size and spacing requirements, shall have spacing and text that is easily readable.

(c) CROSS REFERENCING: Cross-referencing within a proposal volume is permitted where its use would conserve space without impairing clarity. Hyperlinking of cross-referenced information is permissible. Information required for proposal evaluation, which is not found in its designated section or cross-referenced, shall be assumed omitted from the Proposal.

(d) VOLUME I – TECHNICAL PROPOSAL DETAILS and PAGE LIMITS

SECTION PAGE LIMIT

I. PROPOSAL COVER LETTER 2 pages II. TABLE OF CONTENTS 1 page

III. GLOSSARY OF ABBREVIATIONS AND

ACRONYMS

No limit

IV. RESPONSES TO EVALUATION

CRITERIA

A) Relevant Key Staff Technical Qualifications and Expertise

2 pages general narrative, plus 2 pages per Key Personnel resume, and 1 page per Key Technical Staff resume. Refer to Article 14, EVALUATION CRITERIA AND BASIS FOR

AWARD: (a) RELEVANT KEY STAFF TECHNICAL

QUALIFICATIONS AND EXPERTISE

Organization Chart 1 page on 11” x 17” paper B) Past Experience 2 pages general narrative, plus 2 pages per project (up to 3 projects per category). Refer to Article 14, EVALUATION CRITERIA AND BASIS FOR AWARD: (b) PAST EXPERIENCE

C) Management Approach 5, 7, 9 or 11 pages. Refer to Article 14, EVALUATION CRITERIA AND BASIS FOR

AWARD: (c) MANAGEMENT APPROACH

D) DBE Participation 3 pages. Refer to Article 14, EVALUATION CRITERIA AND BASIS FOR AWARD: (e) DBE

PARTICIPATION

I. PROPOSAL COVER LETTER: The proposal shall be accompanied by a Cover Letter

(letter of transmittal) prepared on the Proposer’s letterhead stationery and submitted with the Technical Proposal. The Cover Letter shall identify all enclosures being transmitted within the proposal and shall only be used to transmit the Technical Proposal, including no other information (e.g., Price Schedules or Representations/Certifications). The Cover Letter shall be signed by an Officer authorized to make a binding commitment for the Consultant(s) submitting the Proposal. Joint-ventures shall designate one joint-venture member to represent the joint-venture, with the authority to submit and execute a Proposal, bind the entity as well as enter into an agreement with the Authority. The Cover Letter shall include:

• The RFP Number and Name;

• The name, address, telephone number and e-mail and website addresses of the

Proposer;

• The specific Technical Work Categories (see Article 2 of these Instructions) for which the Proposer is proposing on. Note, that Consultants can propose on one (1), multiple, or all Technical Work Categories.

• Firms proposing for consideration of SBE Set-Aside awards shall clearly state this intent in the cover letter, include what Technical Work Category(s) the firm is proposing on, and also indicate the technical discipline(s) or niche services within each Technical Work Category which the firm considers to be their specialty(s). In addition, each SBE shall provide their WMATA certification number.

• Names, titles, telephone numbers, and e-mail addresses of persons authorized to negotiate on the Proposer’s behalf with the Authority in connection with this solicitation; and

• Name, title, and signature of person (Officer) authorized to sign the proposal.

Proposals signed by an agent or non-Officer representative of the Consultant shall be accompanied by evidence of that agent’s authority unless the evidence has been previously furnished to the Authority’s Contracting Officer.

• Acknowledgement of any, and all, Amendment(s) by number and date issued by the Authority.

II. TABLE OF CONTENTS FOR TECHNICAL PROPOSAL: The Technical Proposal shall contain a Table of Contents that delineates all the sections, subsections, and page numbers in the Technical Proposal.

III. GLOSSARY OF ABBREVIATIONS AND ACRONYMS: Include a glossary of all abbreviations and acronyms used. Each abbreviation and acronym used shall be spelled out in the text the first time it appears in the Technical Proposal.

IV. RESPONSE TO EVALUATION CRITERIA: Follow the directions included in Article 14 EVALUATION CRITERIA AND BASIS FOR AWARD. The Technical Proposal shall address the stated Evaluation Criteria in such a manner as to enable the Authority to engage in a thorough evaluation of its overall technical merit. Technical Proposals shall be specific, concise, and complete, and shall demonstrate that the Proposer has a thorough knowledge and understanding of the RFP’s requirements. Proposers shall avoid generalized statements that, for example, paraphrase the specifications or attest that “…standard procedures will be employed.” The Authority wishes to be satisfied that the Proposer has a full understanding of this RFP, along with the subsequent Contract requirements, and maintains the means to satisfy them.

11. LATE SUBMISSIONS AND REVISIONS OF PROPOSALS

Any proposal or revision received at the office designated in the solicitation after the time listed for Proposal Due Date shall not be considered.

12. WITHDRAWAL OF PROPOSALS

Proposals may be withdrawn by written notice received by the Authority before award.

Proposals may be withdrawn in person by Proposer or an authorized representative if the representative's identity is appropriately demonstrated. A proposal may not be withdrawn after ninety (90) days from proposal closing without WMATA’s Contracting Officer’s written approval.

13. RECEIPT AND REVIEW OF PROPOSALS BY THE AUTHORITY

(a) There will be no public opening of proposals for this solicitation. Proposals will be opened by the designated Authority representative and copies of the Technical Proposal will be distributed for review by Authority designated personnel only, as appropriate. All reasonable efforts will be made to ensure confidentiality of the information contained in the proposals, consistent with applicable provisions of law.

(b) The Authority may award a Contract on the basis of the initial proposals as evaluated in accordance with the Evaluation Criteria. Once Consultants have been evaluated and selected “best-qualified” or “best equivalently qualified” based on qualifications as stated or demonstrated in the Technical Proposal, the Authority may request the submission of a Volume II: Price Schedule and Representations and Certifications; and may commence negotiations with the best-qualified Consultants.

(c) Notwithstanding a determination by the Authority to proceed without conducting substantive negotiations or discussions with best-qualified Proposers, the Authority may engage in communications with the best-qualified Proposers relating to clarification(s) of their proposals.

(d) The Authority maintains the right to waive informalities and minor irregularities in proposals at any time during the solicitation process.

14. EVALUATION CRITERIA AND BASIS FOR AWARD

This is a qualifications-based competitive selection conducted in accordance with the Brooks Act. Award will be made to the Proposers who are determined to be the highest or best-qualified, are deemed responsible, whose Proposals conform to the solicitation requirements, and who are judged, by the Authority’s assessment of the specific Criteria listed in this RFP, to best meet the Authority’s requirements, including fair and reasonable prices and terms.

The Contracting Officer reserves the right to engage in oral or written communications with Proposers prior to a determination of the best-qualified Technical Proposals for the purposes of clarifications or questions on proposed information. Communications with a Proposer for the sole purpose of clarifying and/or correcting minor irregularities, informalities, or apparent clerical mistakes in the proposal do not give the Proposer an opportunity to revise or modify its proposal, except to the extent that correction of apparent clerical mistake results in revisions.

The following Criteria will be the basis for selection of the best-qualified Consultant(s) within each Technical Work Category and for the SBE Set-Aside awards, and are listed in descending order of importance:

(a) Relevant Key Staff Technical Qualifications and Expertise

(b) Past Experience

(c) Management Approach

(d) Oral Presentations

(e) Disadvantaged Business Enterprise (DBE) Participation

(a) RELEVANT KEY STAFF TECHNICAL QUALIFICATIONS AND EXPERTISE

Provide resumes for up to two (2) Key Personnel per Technical Work Category (as determined by the Proposer) with the most applicable relevant experience in performing the Scope of Services as outlined in the STATEMENT OF WORK (SOW) for this procurement. Resumes for Key Personnel are limited to two pages.

The Key Personnel presented will have direct oversight of the work of future Task Orders performed under this contract. The Key Personnel shall demonstrate experience with managing and providing the services listed in the SOW. Experience with the projects/contracts provided in the Consultant or team’s PAST EXPERIENCE AND PERFORMANCE included in Article 14.b) is preferred. Key Personnel’s relevant personal experience shall have been performed within the past ten (10) years.

Submit the proposed Project Manager as one of the Key Personnel. The Project Manager is to be an employee of the Prime Consultant, and a licensed Engineer or Architect in good standing within Maryland, the District of Columbia, or Virginia.

Provide resumes for up to three (3) Key Technical Staff, per Technical Work Category being proposed on. Key Technical Staff’s personal experience shall have been performed within the past ten (10) years. Resumes for Key Technical Staff are limited to one page.

The Consultants shall review the desired qualifications, propose the staff that will be the best fit for the Scope of Services presented in this RFP and express how they will be used on the project in the Management Approach. Relevant licenses and certifications shall be credited in the evaluations but shall not outweigh the applicable experience of the Key Personnel as it relates to supporting the Scope of Services and future Task Order RFP’s to be issued by the Authority. The combined Key Personnel and Key Technical Staff presented shall demonstrate the expertise necessary to ensure the highest level of technical competence and professionalism to deliver the full scope of services presented.

It is preferable that the Key Personnel proposed are located and have practical knowledge and experience performing A&E services in each of the Washington Metropolitan Area states and district (Maryland, District of Columbia, and Virginia).

Provide the proposed team Organizational Structure and specific areas of responsibility of each team member, particularly the Key Personnel and Key Technical Staff, and in alignment with the Management Approach part of the proposal. The Organization Chart is requested on 11” x 17” paper. The Organization Chart shall demonstrate that the Proposer has sufficient staffing depth to undertake multiple concurrent Task Orders within the anticipated value range of this solicitation.

(b) PAST EXPERIENCE

Describe Proposer’s experience in performing the Scope of Services as outlined in the STATEMENT OF WORK (SOW) for this procurement. Include specific projects and/or contracts in which the services were performed, the time frame in which the services were performed, the owner (client) for whom the services were performed, a detailed description of Proposer’s specific role on the project, including but not limited to:

• Roles that clearly demonstrate the Proposer’s ability to provide services to the breadth and depth necessary under this solicitation.

• Any pertinent results or outcomes that demonstrate superior expertise in delivering these services at a scale relevant to this solicitation.

• Any pertinent results or outcomes that demonstrate the Proposer’s ability to evaluate a problem and develop a solution that fully considers safety, technical superiority, life cycle properties and integration with existing infrastructure.

• Value of the overall project/contract and the Proposer’s contracted amount

• Key Staff engaged on the assignment (if included above as Key Personnel or Key

Technical Staff for this proposal)

• Subconsultants on the project and their roles (if these same subconsultants are named in this proposal)

Provide documentation proving that a Proposer is a Professional Architecture or Engineering Consultant permitted by law to practice the professions of Architecture and/or Engineering. The Proposer and its proposed subconsultants (i.e., the Proposed Team) shall demonstrate that it is permitted, by law, to practice the profession of Architecture and/or Engineering in Maryland, the District of Columbia, and Virginia. This information shall not count against page limit.

To further demonstrate the Proposer’s experience in addressing the Scope of Services included in this RFP, submit relevant projects that have been completed within the last 5 years or are substantially complete. Refer to the definition of “Substantially Complete” under COMBINED GLOSSARY OF DEFINITIONS hereto.

Submit three (3) past project and/or contract examples which best demonstrate Proposed Team’s qualifications for each Technical Work Category proposed on. Page limit will be two (2) pages per project. Projects and/or contracts that satisfy the requirements of 2 or more Technical Work Categories only need to be presented once in the Proposal but should be indicated as such in the general narrative.

The experience shall demonstrate the Proposer’s breadth and depth of technical expertise, the Proposer’s commitment to quality and customer service, and the ability of the Proposer to manage subconsultants. Relevant experience working in one or all three WMATA jurisdictions (Maryland, Virginia, and the District of Columbia) is preferred, but not required.

(c) MANAGEMENT APPROACH

Response to this evaluation criteria shall not exceed:

• Single Technical Work Category – Five (5) pages

• Two Work Categories – Seven (7) Pages

• Three Work Categories – Nine (9) Pages

• Four Work Categories – Eleven (11) pages

Provide a narrative that demonstrates the Management Approach to this RFP and a potential subsequent contract which includes, but is not limited to the following:

• Demonstrates the Proposer’s experience in facilitating and managing the work of its own staff and a diverse group of subconsultants on transit projects, including:

ensuring clarity and accuracy of the scope of works, submitting deliverables and progress reports, timely reporting and invoicing, maintaining budgets, and, in accordance with the terms of the future Task Order RFP SOWs, security clearance;

• Demonstrates the Proposer’s ability to engage a diverse pool of named subconsultants. Include a listing of subconsultant technical expertise and where their services might best be utilized and employed by the Prime Consultant in future Task Orders. Include some discussion on who the subconsultant’s key staff are (resumes not required unless designated a Key member for this proposal), and the proposed methodology for managing the subconsultants;

• Demonstrates the ability to maintain staff continuity (e.g., length of time key staff have been with the consultant or another program) and attract the highest-quality staff;

• Demonstrates the ability to develop, implement and use a quality control program to ensure the compliance of the Prime Consultant and subconsultant’s work;

• Demonstrates the ability to meet aggressive schedules, ensure timely deliverables, and stay within budget;

• Demonstrates the ability to work across multiple jurisdictions and address permitting issues;

• Demonstrates the ability to successfully complete multiple projects with similar delivery deadlines, and how the Proposer will handle increases and surges in workload;

• Demonstrates the Proposer’s ability to source staff for itself and its subconsultants when faced with multiple Scopes of Work, or a large…