Volume I GS-03P-09-DX-C-0035.pdf

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SOLICITATION FOR OFFERS

AMERICAN REINVESTMENT &

RECOVERY ACT (ARRA)

Recovery - CMS Energy Package (HVAC and Lighting Replacement)

PHASE I

SOLICITATION NUMBER: GS-03P-09-DX-C-0035

LOCATION: Centers for Medicare and Medicaid Services 7500 Security Boulevard Woodlawn, MD 21244

VOLUME I of III: Phase I - Technical Factors and References

PROPOSAL DUE DATE: September 25, 2009

SUBMIT PROPOSAL TO: GENERAL SERVICES ADMINISTRATION

CONTRACTS OPERATIONS BRANCH

ATTN: NADYA L. POPIL

THE STRAWBRIDGE BUILDING

20 NORTH 8TH STREET, 9TH FLOOR

PHILADELPHIA, PA 19107

SOLICITATION NUMBER: GS-03P-09-DX-C-0035

DESCRIPTION OF ACQUISITION

The General Services Administration (GSA) has received funding and project approval, under the American Reinvestment and Recovery Act (ARRA) to procure for construction services to maintain and upgrade the HVAC building system and lighting system at the Centers for Medicare and Medicaid Services (CMS) Complex in Woodlawn, Maryland.

The aforementioned construction services shall adhere to GSA’s goals to maintain and upgrade government owned facilities, using energy efficient initiatives. Furthermore, this project shall facilitate ARRA’s objectives of stimulation the United States economy and creating jobs, and will assist GSA in meeting the goals of the ARRA.

The requirement of this project is for the procurement of a construction firm to provide all supervision, labor, materials and equipment necessary for the following:

o Full removal and disposal of existing main chiller plant, including ice storage, three (3) 400 ton chillers, piping, cooling towers, and other ancillary equipment;

o Full removal and disposal of existing Data Center chiller plant, including two (2) 415 ton chillers, piping, cooling towers, and other ancillary equipment;

o Full removal and disposal of existing boiler plant, including two (2) 300 hp boilers and other ancillary equipment;

o Full removal and disposal of approximately 9500 2’x 2’ lighting fixtures;

o Installation of four (4) 600 ton chillers, piping, cooling towers, and other ancillary equipment in the main chiller plant;

o Installation of two (2) 600 ton chillers, piping, cooling towers, and other ancillary equipment in the Data Center chiller plant o Installation of three (3) 150 hp boilers and other ancillary equipment;

o Installation of approximately 9500 2’ x 2’ lighting fixtures;

o Installation of lighting occupancy sensors and bi-level stairwell lighting fixtures

The total approximate duration of the contract anticipated is 540 calendar days. The contractor’s personnel will be required to obtain security clearances prior to working on this project. The estimated start date is March 4, 2010.

SUMMARY OF THE ACQUISITION STRATEGY

The proposed contract will be a firm fixed price contract. The procurement method for the proposed contract will be a competitive negotiated Request for Proposal (RFP).

Source Selection Procedures as identified in FAR PART 15.3 will be utilized in the selection of a firm whose proposal has the highest degree of realism and whose performance is expected to best meet stated Government requirements. Accordingly, offerors will be evaluated based on technical merit with respect to demonstrated successful past performance, key personnel qualifications, and project management plan.

In addition offerors will be evaluated based on price proposals.

The procurement process shall consist of two (2) phases:

Phase I In this Phase, offeror’s shall submit a technical proposal for Past Performance and Key Personnel qualifications. During this phase, GSA will evaluate technical offers and develop an advisory short list based on technical qualifications of the most technically qualified firms. In this stage, GSA will advise each respondent that participates in Phase I, in writing, as to whether or not they will be invited to participate in Phase II, or that it is unlikely to be a viable competitor. GSA will inform all respondents that not withstanding the advice provided by GSA in response to their submission in Phase I, they may participate in Phase II.

NOTE: CONTRACTORS MUST SUBMIT A TECHNICAL PROPOSAL DURING

PHASE I OF THE PROCUREMENT PROCESS TO BE CONSIDERED FOR AWARD.

FAILURE TO SUBMIT A TIMELY TECHNICAL PROPOSAL (SEPTEMBER 25, 2009)

WILL RESULT IN EXCLUSION OF A PROPOSAL FROM FURTHER

CONSIDERATION.

Phase II In this Phase, GSA will issue all construction bid documents and additional technical requirements to all Offerors on the advisory short list and any other Offeror(s) from Phase I who requests the package. Offerors shall submit an additional technical proposal for a Project Management Plan and their Price Proposal. An on-site pre-proposal conference will be held to allow prospective offerors the opportunity to clarify any solicitation/technical ambiguities and survey the site – date and more details to follow after the Phase I advisory short list has been developed. A determination of the competitive range shall be developed by the Contracting Officer. Discussions may be conducted in this phase, however it should be noted that a selection and award may be made without discussions.

NOTE: Phase II Solicitation for Offerors will be posted on The Federal Business Opportunities (FEDBIZOPPS) website, (www.fbo.gov) on or about October 21, 2009.

A charge for proposal specifications and drawings will not be required.

METHOD OF AWARD

Through the source selection process, the team will evaluate the proposals relative to technical and price factors. The evaluation of proposals will be conducted independently by each Source Selection Evaluation Board (SSEB) member. As part of the individual evaluation of proposals, the SSEB members will be required to identify the strengths, weaknesses and deficiencies in the proposal. The SSEB will then meet to compare and discuss the individual technical ratings for each proposal and arrive at a consensus score for each offeror.

The “best value continuum” concept (FAR 15.101-1) will be utilized as the method of selecting the proposal that represents the greatest value to the Government, based on the evaluation of price and other technical factors specified in the solicitation. The greatest value concept provides the opportunity for a price/technical trade-off and does not require that the award be made to the offeror submitting the lowest price.

Offerors are hereby informed that a selection and award may be made without discussions. If an award is made at a higher price, the source selection decision must document the value analysis that justifies the expenditure of additional funds.

Unsuccessful offerors will be notified in writing. Requests for debriefings will take place upon written request after award of the contract.

The Phase I Technical Evaluation Factors are listed in descending order of importance:

Factor 1. Past Performance Factor 2. Key Personnel Qualifications

NOTE: In accordance with FAR 15.305 (a) (2) (iv), in the case of an offeror without a record of relevant past performance or for whom information on past performance is not available, the offeror may not be evaluated favorably or unfavorably on past performance.

The Phase II Technical Evaluation Factor is considered to be of equal importance to both the Technical Evaluation Factors listed for Phase I:

Factor 3. Project Management Plan

Price: Price Proposals shall be submitted in Phase II along with their Project Management Plan. For award purposes, prices will be evaluated based on the total construction price of the contract. For this solicitation, the combined weight of the all three (3) technical evaluation factors is more important than price.

The technical factors for this solicitation have been chosen based on each factor’s ability to determine the technical capability of an offeror. The overall objective is to conduct an impartial, equitable, and comprehensive evaluation of proposals in accordance with the statement of requirements and award methodology with the outcome being the selection of the source that will best satisfy the Government’s needs.

A firm fixed price award will be made to the responsive offeror who submits the proposal which will provide the greatest value to the Government in terms of Phase I submissions of Past Performance and Key Personnel Qualifications and Phase II submissions of a Project Management Plan (PMP) and Price. Please see the next section for a further description of the details and requirements of Phase I submissions.

NOTE: INSTRUCTIONS FOR PHASE II WILL BE PROVIDED IN A FUTURE AMENDMENT.

PHASE I: TECHNICAL FACTORS

NOTE: THE FOLLOWING INFORMATION MUST BE SUBMITTED BY SEPTEMBER

25, 2009 AND CONSTITUTES PHASE I OF THIS PROCUREMENT.

Phase I (Listed in Descending Order of Importance)

1. Past Performance

The Offeror shall provide the following:

Two (2) projects completed within the last ten (10) years that demonstrates the Offeror’s construction and management experience on similar HVAC projects in terms of scope, complexity, size and dollar value. GSA has defined similar HVAC projects as:

Multiple commercial chiller replacement within an occupied facility.

Total cooling capacity of at least 750 tons. Total project construction costs of at least $1,000,000. (Note: Chiller refurbishments, repairs or renovations will not be considered to meet the similarity requirements.

Chillers installed as part of new building construction will not be considered to fully meet the similarity requirements.)

One (1) project completed within the last five (5) years that demonstrates the Offeror’s construction and management experience on similar LIGHTING projects in terms of scope, complexity, size and dollar value. GSA has defined similar LIGHTING projects as:

Lighting fixture replacement or lighting retrofit within an occupied facility. Total project construction costs of at least $500,000 (Note:

Lighting installation as part of new building construction will not be considered to meet the similarity requirements).

Offerors must submit a total of three (3) distinct projects, as specified above. If an Offeror submits more than three (3) projects, the evaluation board will only evaluate the first three (3) projects.

For each project, Offerors will be required to provide the following information:

Name and location of the project Date of completion Description of Work Total Construction Costs Owner contact points including owner’s name, telephone number, address, and person(s) to contact Actual work performed by this firm under the overall scope of work.

Description of issues related to working in an occupied facility and phasing required

Overall assessment of project success relative to the project’s baseline for scope, schedule and budget indicating how your firm positively affected the outcome, Photographs Award and Recognitions

This information should not exceed two pages, single sided, for each project submitted. Award and recognition letters, and photographs, are allowed to be submitted as separate attachments and are exclusive of the two page limitation.

Reference Instructions Offeror shall provide the following:

In addition, for each project identified, the Offeror shall submit one (1) reference.

Please refer to the attached questionnaire titled “Past Performance – Reference Questionnaire”. The questionnaire shall be completed by the reference. Therefore, the Offeror shall provide the questionnaire to a reference that can complete the questionnaire for a particular project.

The reference shall submit the completed questionnaire back to the Offeror in a sealed envelope. The Offeror shall submit the sealed envelope as part of their technical proposal.

References must be provided by a representative of the owner organization of that project. For this solicitation, the owner organization is defined as the corporation, partnership, or government entity that has fee title to the building in which the project was performed. For this solicitation, the owner organization may also be defined as a construction management firm or project management firm under direct contract with the corporation, partnership or government entity to perform a project support role and to act as the owner representative for the project in question. The general contractor or other firms under contract with the general contractor for the project do not qualify, under this solicitation, as the owner organization.

For this solicitation, the owner’s representative is defined as a direct or contract employee with the owner organization, who worked closely with the offeror in completing the project.

2. Key Personnel

Offeror shall identify the key personnel requested below that will be responsible for this project. Each proposed team member will be evaluated based on the qualifications and experience of the proposed staff with similar roles and project experience as proposed on this project and the individual’s past performance.

Qualifications, experience, and individual past performance of the proposed staff will be evaluated using résumés and project reference checks for each individual.

The Offeror shall submit the following Key Personnel:

Project Executive: Senior management position that is ultimately responsible for the project. Manages issues escalated by the project manager.

Project Manager: Lead project manager responsible for managing the scope, schedule, budget, and day to day activities for the project

Individuals, other than the two (2) key personnel requested above, provided in the proposal will not be considered or evaluated.

Qualifications and Experience of Key Personnel A complete résumé is required for each team member listed above. Résumés for the named key personnel shall clearly demonstrate experience in similar positions on prior projects/contracts. Responsibilities of key personnel must be clearly assigned and key personnel must have sufficient professional credentials and educational backgrounds for the positions they will be assigned. Résumés should not exceed two pages, single sided, for each key personnel.

Any change of personnel by the contractor before or during construction must be substituted with an individual of equal qualifications and experience to be considered acceptable as determined and approved by GSA.

Past Performance of Key Personnel In addition to the evaluating qualifications and experience of the key personnel, the government will evaluate past performance of the key personnel.

For past performance of key personnel, the Offeror must submit one (1) project for each of the key personnel. The reference shall be for the most recent construction project completed that demonstrates the skill and experience needed to successfully manage this project. The key personnel must have performed a similar role to this project. If the key personnel performed a different role on the submitted project, this will result in a lower technical score. The evaluation board will only evaluate the first project listed.

For each project, Offerors will be required to provide the following information:

Name and location of the project Role performed by the individual in question Date of completion Description of Work Total Construction Costs Owner contact points including owner’s name, telephone number, address, and person(s) to contact Overall assessment of project success relative to the project’s baseline for scope, schedule and budget indicating how the individual positively affected the outcome, Photographs Award and Recognitions

This information should not exceed two pages, single sided, for each project submitted. Award and recognition letters, and photographs, are allowed to be submitted as separate attachments and are exclusive of the two (2) page limitation.

Reference Instructions Offeror shall provide the following:

In addition, for each project identified, the Offeror shall submit one (1) reference.

Please refer to the attached questionnaire titled “Key Personnel – Reference Questionnaire”. The questionnaire shall be completed by the reference. Therefore, the Offeror shall provide the questionnaire to a reference that can complete the questionnaire for a particular project.

The reference shall submit the completed questionnaire back to the Offeror in a sealed envelope. The Offeror shall submit the sealed envelope as part of their technical proposal.

References must be provided by a representative of the owner organization of that project. For this solicitation, the owner organization is defined as the corporation, partnership, or government entity that has fee title to the building in which the project was performed. For this solicitation, the owner organization may also be defined as a construction management firm or project management firm under direct contract with the corporation, partnership or government entity to perform a project support role and to act as the owner representative for the project in question. The general contractor or other firms under contract with the general contractor for the project do not qualify, under this solicitation, as the owner organization.

For this solicitation, the owner’s representative is defined as a direct or contract employee with the owner organization, who worked closely with the offeror in completing the project.

TECHNICAL EVALUATION FACTORS MINIMUM STANDARDS

PHASE I

I. OFFEROR PAST PERFORMANCE

Minimum Standard

The minimum standard is met when:

1. The Offeror submits two similar projects, as defined above, for either the Lighting or HVAC projects. The HVAC projects have to have been completed within last ten

(10) years and the Lighting project has to have been completed within five (5) years.

2. The quality of services provided by the Offeror is confirmed on two (2) submitted projects by the references indicating a willingness to use the firm again on another similar project.

II. KEY PERSONNEL

Minimum Standard

The standard is met when:

1. The quality of services provided by the Project Executive is confirmed on one (1) submitted project by the reference as indicating a willingness to use the individual again in the same role on another similar project.

2. The quality of services provided by the Project Manager is confirmed on one (1) submitted project by the reference as indicating a willingness to use the individual again in the same role on another similar project.

PHASE II

I. PROJECT MANAGEMENT PLAN

Minimum Standard

The standard is met when:

The Offeror submits a Project Management Plan in complete detail and organized such that the Offeror demonstrates their ability to successfully coordinate and manage this project and demonstrates an understanding of the government’s requirement.

Release of Information: This Contractor Performance Report may be used to support future award decisions, and will be treated as source selection information in accordance with FAR 3.104-4(k)(1)(x) and 42.1503(b). The completed report shall not be released to other than Government personnel and the contractor whose performance is being evaluated during the period the information is being used to provide source selection information.

FFAACCTTOORR 11.. PPAASSTT PPEERRFFOORRMMAANNCCEE –– RREEFFEERREENNCCEE QQUUEESSTTIIOONNNNAAIIRREE

INSTRUCTIONS:

This Reference Questionnaire shall be completed by the reference. The reference shall submit the completed questionnaire back to the Offeror in a sealed envelope. The Offeror shall submit the sealed envelope as part of their technical proposal.

REFERENCE NAME: ________________________________________________

PHONE NUMBER:

EMAIL ADDRESS:

DATE OF REFERENCE: ________________________________________________

PROJECT TITLE:

PROJECT LOCATION:

CONTRACT DOLLAR VALUE: ________________________________________________

DATE OF AWARD: ________________________________________________

COMPLETION DATE: ________________________________________________

1. Would you work with this firm again on another similar project? Please provide details for your response.

2. What was the scope of work on this project for the contractor in question?

3. Was the construction completed in an occupied facility? Check one.

YES NO

4. Was the contractor successful in limiting disruptions to occupants? Check one.

YES NO

5. Was the project completely in a timely manner? Check one. If “YES,” please proceed to question six (6). If “NO,” please explain if the contractor actively attempted to mitigate these delays?

YES NO

6. Was the project completed within budget? Check one.

YES NO

7. Was the contractor cooperative with the owner in helping to limit change order costs for the project? Check one.

YES NO

8. Was the project completed with the desired level of quality? Check one.

YES NO

9. Would you consider the overall project successful in terms of quality, schedule and budget?

Check one. Please explain.

YES NO

Release of Information: This Contractor Performance Report may be used to support future award decisions, and will be treated as source selection information in accordance with FAR 3.104-4(k)(1)(x) and 42.1503(b). The completed report shall not be released to other than Government personnel and the contractor whose performance is being evaluated during the period the information is being used to provide source selection information.

FFAACCTTOORR 22.. KKEEYY PPEERRSSOONNNNEELL –– RREEFFEERREENNCCEE QQUUEESSTTIIOONNNNAAIIRREE

INSTRUCTIONS:

This Reference Questionnaire shall be completed by the reference. The reference shall submit the completed questionnaire back to the Offeror in a sealed envelope. The Offeror shall submit the sealed envelope as part of their technical proposal.

REFERENCE NAME: ________________________________________________

PHONE NUMBER:

EMAIL ADDRESS:

DATE OF REFERENCE: ________________________________________________

PROJECT TITLE:

PROJECT LOCATION:

CONTRACT DOLLAR VALUE: ________________________________________________

DATE OF AWARD: ________________________________________________

COMPLETION DATE: ________________________________________________

1. Would you work with this individual again performing the same role on another project?

Please provide details for your response.

2. What was the scope of work on this project for the contractor in question?

3. What was the role of the individual in question for this project?

4. Was the project completed in a timely manner? Check one. If “YES,” please proceed to question five (5). If “NO.” please explain if the contractor actively attempted to mitigate project delays.

YES NO

5. Was the project completed within budget? Check one.

YES NO

6. Was the individual cooperative with the owner in helping to limit change order costs for the project? Check one. If “YES,” please proceed to question seven (7). If “NO,” please explain.

YES NO

7. Was the individual proactive in maintaining the desired level of quality for the project?

Check one.

8. Would you consider the overall project successful in terms of quality, schedule and budget?

Check one.

YES NO

9. Did the individual play an important role in the success of the project? Check one.

ARRA SPECIFIC CLAUSES

NOTE: THE BELOW CLAUSES ARE RELATED TO AMERICAN REINVESTMENT

AND RECOVERY ACT SPECIFIC PROCUREMENT. ADDITIONAL CONTRACT

PROVISIONS/CLAUSES WILL BE ISSUED IN VOLUME II AND III OF

SOLICITATION GS-03P-09-DX-C-0035.

CONTRACTOR REPORTING:

The following Federal Acquisition Regulation (FAR) clauses shall be incorporated into this solicitation by reference:

FAR 52.204-11 American Recovery and Reinvestment Act – Reporting Requirements (Mar 2009)

GAO ACCESS:

FAR Clause 52.215-2, Audit and Records – Negotiation, as included in the basic contract, is replaced with the following Alternate I, hereby incorporated by reference:

FAR 52.215-2 Audit and Records – Negotiations (Jun 1999) – Alternate I (Mar 2009)

WHISTLEBLOWER ACCESS:

The following FAR clause applies to this order and is incorporated by reference:

FAR 52.203-15 Whistleblower Protections Under the American Recovery and Reinvestment Act of 2009 (Mar 2009)

In addition, the current version of the following FAR clause in hereby incorporated be reference in place of the version in the basic contract:

FAR 52.244-6 Subcontracts for Commercial Items (Mar 2009)

INVOICE REQUIREMENTS:

The clause entitled “GSAR 552.232-70, Invoice Requirements,” included in the basic contract, is revised to read as follows:

GSAR 552.232-70 Invoice Requirements (Sept 1999)

(a) Invoices shall be submitted in an original only, unless otherwise specified, to the designated billing office specified in this contract or order.

(b) Invoices must include the Account Control Transactions (ACT) Number provided either below or on the order.

NOTE: The ACT number has been replaced by the Accounting Document Number (ADN). The ADN must be listed on all invoices in order to ensure proper payment. The ADN for this requirement will be listed on the SF 300.

(c) In addition to the requirements for a proper invoice specified in the Prompt Payment clause of this contract or order, the following information of documentation must be submitted with each invoice:

a. American Recovery and Reinvestment Act of 2009 – This requirement will result in a Recovery Act funded contract. The contract action will identify al Contract Line Items (CLINs) to be invoiced against. All invoices must cite the appropriate CLIN to enable the required agency obligation and expense reporting to Recovery.gov.

b. A properly executed invoice must show the name and address of the business concern and invoice date, the contract number, and order number if applicable, the contract ADN and the corresponding Recovery Act CLIN.

c. The GSA Form 1142, Release of Claims is required to be submitted only on the Final Payment.