Volume I GS-03P-09-DX-C-0045.pdf

PROPERTY OF THE UNITED STATES GOVERNMENT

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SOLICITATION FOR OFFERS

AMERICAN REINVESTMENT &

RECOVERY ACT (ARRA)

Recovery - CMS Roof Repair and Photovoltaic Installation

PHASE I

SOLICITATION NUMBER: GS-03P-09-DX-C-0045

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: October 21, 2009

1:00 PM EST

SUBMISSION REQUIREMENTS: One (1) Original and six (6) copies

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-0045

DESCRIPTION OF ACQUISITION

The General Services Administration (GSA) has received funding and project approval, under the American Reinvestment and Recovery Act (ARRA), to procure design-build construction services for restoration of the existing roofing system and installation of roof mounted photovoltaic panels at the Centers for Medicare and Medicaid Services (CMS) Complex in Woodlawn, Maryland. The aforementioned design-build 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.

This requirement includes all supervision, labor, materials and equipment necessary to accomplish the following

Full roof restoration including extensive roof perimeter repairs (sealant, flashing, caulking, etc.), insulation repairs, and application of a multiple ply roofing coating throughout the entire roof system. The restored roofing system must have a 20 yr warranty at completion of the project.

Installation of a roof mounted photovoltaic array at the CMS complex. The array will be sized at approximately 850 kW.

Option for installation of two covered walkways in the front parking lots at the CMS complex. These covered walkways shall include a integrated photovoltaic array sized at approximately 275 kW.

The 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.

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 Construction Contractor’s Past Performance, Lead Designer’s 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 are likely to be a viable competitor for this project. 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 (OCTOBER 21, 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. Following the evaluation of the Phase II technical package by Source Selection Evaluation Board (SSEB), the Contracting Officer will open price proposals and make an initial competitive range determination. 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 November 6, 2009.

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

http://www.fbo.gov/

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 best value to the Government, based on the evaluation of price and other technical factors specified in the solicitation. The best 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.

Factors 1 and 2 are of equal importance and Factor 3 is of less importance than either Factors 1 or 2:

Factor 1. Construction Contractor’s Past Performance Factor 2. Key Personnel Qualifications Factor 3. Lead Designer’s Past Performance

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 the combined Technical Evaluation Factors listed for Phase I:

Factor 4. 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 four (4) technical evaluation factors is considered significantly 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 best value to the Government in terms of Phase I submissions of General Contractor’s Past Performance, Lead Designer’s 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 OCTOBER

21, 2009 AND CONSTITUTES PHASE I OF THIS PROCUREMENT.

Phase I

NOTE: The below factors are listed in descending order of importance.

1. Construction Contractor’s Past Performance

The Offeror shall provide the following:

Two (2) projects completed within the last seven (7) years that demonstrates the Construction Contractor’s construction and management experience on similar Roofing projects in terms of scope, complexity, size and dollar value.

GSA has defined similar Roofing projects as:

Replacement, restoration, or new installation of a flat roofing system with a minimum area of 50,000 square feet. Total project construction costs of at least $500,000.

Two (2) projects completed within the last seven (7) years that demonstrates the Construction Contractor’s construction and management experience on similar Photovoltaic Array Installation projects in terms of scope, complexity, size and dollar value. GSA has defined similar Photovoltaic Array Installation projects as:

Roof or ground mounted photovoltaic array installation of at least 250 kW. Total project construction costs of at least $1,500,000.

Offerors must submit a total of 4 (four) distinct projects, as specified above. If an Offeror submits more than 4 projects, the evaluation board will only evaluate the first 4 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 – Construction Contractor’s 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

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.

Lead Designer: Lead designer responsible for the management and production of the design for this project.

Individuals, other than the three (3) 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.

3. Lead Designer’s Past Performance

The Offeror shall provide the following:

One (1) project, completed through construction, within the last seven (7) years that demonstrates the Lead Designer’s design experience on similar Roofing projects in terms of scope, complexity, size and dollar value. GSA has defined similar Roofing projects as:

Replacement, restoration, or new installation of a flat roofing system with a minimum area of 50,000 square feet. Total project construction costs of at least $500,000.

One (1) project, completed through construction, within the last seven (7) years that demonstrates the Lead Designer’s design experience on similar Photovoltaic Array Installation projects in terms of scope, complexity, size and dollar value. GSA has defined similar Photovoltaic Array Installation projects as:

Roof or ground mounted photovoltaic array installation of at least 250 kW. Total project construction costs of at least $1,500,000.

Offerors must submit a total of two (2) distinct projects, as specified above. If an Offeror submits more than two (2) projects, the evaluation board will only evaluate the first two (2) 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 Design Costs 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 – Lead Designer’s 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.

PHASE I: TECHNICAL EVALUATION FACTORS MINIMUM STANDARDS

PHASE I

CONSTRUCTION CONTRACTOR’S PAST PERFORMANCE

Minimum Standard

The minimum standard is met when:

1. The Offeror submits two similar projects consisting of at least one (1) photovoltaic array project and one (1) roofing project. The projects must have been completed within the last seven (7) years.

2. The quality of services provided by the Construction Contractor is confirmed on two

(2) submitted projects by the references indicating a willingness to use the firm again on another similar project.

KEY PERSONNEL

Minimum Standard

The standard is met when:

1. The resume provided for Project Executive demonstrates the necessary qualifications and experience, indicating the individual’s ability to successfully perform their role on this project.

2. The resume provided for Project Manager demonstrates the necessary qualifications and experience, indicating the individual’s ability to successfully perform their role on this project.

3. The resume provided for Lead Designer demonstrates the necessary qualifications and experience, indicating the individual’s ability to successfully perform their role on this project.

LEAD DESIGNER’S PAST PERFORMANCE

Minimum Standard

The minimum standard is met when:

1. The Offeror submits one similar project consisting of at least one (1) photovoltaic array project OR one (1) roofing project. The projects must have been completed within the last seven (7) years.

2. The quality of services provided by the Lead Designer is confirmed on one (1) submitted project by the references indicating a willingness to use the firm again on another similar project.

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.. CCOONNSSTTRRUUCCTTIIOONN CCOONNTTRRAACCTTOORR’’SS 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: ________________________________________________

CONTRACTOR’S NAME:

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?

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.

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 33.. LLEEAADD DDEESSIIGGNNEERR’’SS 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: ________________________________________________

DESIGNER’S NAME:

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?

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.

3. Was the overall design of the project effective in limiting change orders to the owner? Please provide details for your response.

YES NO

4. Was the designer cooperative with the owner and construction contractor in discussion and resolution of major project issues? If “NO”, please provide details for your response.

YES NO

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

YES NO

6. Was the project designed with the desired level of quality? Check one.

YES NO

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

Check one. Please explain.

YES NO

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-0045.

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.