VOLUME I BIDDER INSTRUCTIONS SECTION.pdf

PROJECT TITLE: American Recovery and Reinvestment Act (ARRA) Design Build Air Handler Unit (AHU) / Photovoltaic (PV) Roof / Vegetative Roof Project at the Byrne Courthouse and Green Federal Building in Philadelphia, PA

PROJECT NUMBER: n/a

SOLICITATION NUMBER: GS-03P-10-AZC-0004

VOLUME: I OF III

BIDDER INSTRUCTIONS

PROPOSAL CLOSING DATE December 30, 2009

TIME 4:00 PM LOCAL PHILA TIME

SUBMIT PROPOSALS TO: GENERAL SERVICES ADMINISTRATION

PUBLIC BUILDINGS SERVICE

MID-ATLANTIC REGION

GSA CONTRACT OPERATIONS

BRANCH(3PQ)

20 N. 8TH STREET

PHILADELPHIA, PA 19107-3191

SENSITIVE BUT UNCLASSIFIED (SBU)

PROPERTY OF THE UNITED STATES GOVERNMENT

COPYING, DISSEMINATION, OR DISTRIBUTION OF THESE DRAWINGS,

PLANS,

OR SPECIFICATIONS TO UNAUTHORIZED USERS IS PROHIBITED

Do not remove this notice

Properly destroy documents when no longer needed

GS-03P-10-AZC-0004

TABLE OF CONTENTS

EXECUTIVE SUMMARY

SECTION 00100 PROPOSAL INSTRUCTIONS AND METHOD OF AWARD

TECHNICAL EVALUATION FACTORS/MINIMUM STANDARDS

STANDARD FORM 1442

OFFER SHEET

1. EXECUTIVE SUMMARY

A. As part of the American Recovery and Reinvestment Act of 2009 (ARRA), the General Services Administration (GSA) is seeking Design Build proposals for best value solutions as part of environmental and energy improvements to the:

1. William J. Green Federal Building, 600 Arch Street, Philadelphia, PA

2. James A. Byrne Courthouse, 601 Market Street, Philadelphia PA

As detailed in section 00100, award of the contract shall be based on the Offeror whose proposal provides the best value to the Government considering all stated criteria.

B. The proposal shall be based on the following scope of work:

1. Air Handling Units: The William J. Green Federal Building’s HVAC system consists of thirty two (32) AHUs. Twenty-eight (28) units are constant volume multi-zone units while the remaining four (4) units are constant volume single zone units. The intent of this project is to replace the existing thirty-two (32) constant volume AHUs and their primary ductwork with twenty eight (28) new variable air volume (VAV) and four (4) constant volume (CV) enabled AHUs. The four constant volume air handling units are units no. 76, 79, 80 and 105. The Design Builder shall also incorporate the following into the project:

a. Variable volume or constant volume air terminal units with hot water reheat for each zone of the existing multi-zone AHUs being removed. Variable volume air terminal units shall be provided for variable volume air handling units and constant volume air terminal units shall be provided for constant volume air handling units.

b. Locate air terminal units in the same mechanical room as the AHU that serves them.

c. Provide reheat and preheat coils on the new single zone VAV AHUs as described.

d. All variable volume air handling units (VAV) units shall have variable speed drives (VSD) on the fans.

e. Install all equipment for ease of servicing and maintaining

f. Replace all lined ductwork in the corridors of the building with new ductwork with insulation wrap.

g. Reuse the existing distribution ductwork downstream of the mechanical room where possible unless it has lining in the corridor.

h. Install the new air handling units and air terminal units so that there is no break in heating or cooling for the building or any of its spaces. Temporary chilled water and heating water 4-pipe fan coil units shall be provided for a floor by floor

HVAC renovation.

i. All controls shall be DDC with electric actuators and shall be tied into the existing central Tridium EMS.

2. Byrne Courthouse Photovoltaic Array: The Byrne building is 22 stories tall with two mechanical penthouses. There are fourteen separate roof areas which cover approximately 93,292 square feet, divided into the third floor, 17th floor, 22nd floor and penthouse levels. The existing BUR roof system was installed in 2002 with a 20 year roof membrane and guarantee. The Design Builder shall design and install a rooftop mounted crystalline photovoltaic system on approximately 8,000 square feet. This system shall implement the maximum kW output feasible within the given square footage, with a minimum system rating of at least 80 kW DC. The roof of the Byrne building shall also be coated with a bio-based coating to extend the life of the existing roof. The design-builder must provide GSA with a 20 year all-inclusive, comprehensive warranty for the photovoltaic system and the roof coating.

3. Green Building Vegetative Roof: The project is regarding the Green Buildings 68,800 square feet consisting of ten (10) main surfaces. The current roof system consists of approximately 62,660 square feet of a Build-Up-Roof (BUR) system with lightweight insulating concrete and the remaining 6,140 square feet consists of a BUR system on concrete deck. Roof vents were installed in the summer of 2008. The Design builder shall design and install an extensive vegetative roof with leak detection capabilities. A bio based, Energy Star coating shall be installed on the remaining areas of the roof that are not having the green roof installed.

SECTION 00100 PROPOSAL INSTRUCTIONS AND METHOD OF AWARD

A. SUMMARY OF THE PROCUREMENT PROCESS

A best value one step design-build procurement process in accordance with FAR Part 15 – Source Selection, will be utilized in the selection of a firm offering the best value to the Government in terms of price and technical merit. Offerors are required to submit technical and cost/price proposals and a firm fixed price contract will be awarded.

The procurement process will be conducted in three phases. The initial phase will consist of receipt and evaluation of technical and cost proposals. The technical proposals will be evaluated to determine technical acceptability.

The second phase will be the establishment of the competitive range.

If negotiations are necessary, the third step of the process will involve negotiations with firms who fall within the competitive range. Upon completion of negotiations, offerors in the competitive range will be required to submit final offer revisions.

Upon receipt and evaluation of any and all revised technical and price proposals, a formal selection of a firm will be made that offers the best value to the government consistent with the Method Of Award discussed below.

B. METHOD OF AWARD

The approach to source selection for this procurement will be pursuant to the best value concept.

GSA’s objective is to select the proposal that offers the best value for the funds expended, not necessarily the lowest price. The best value concept will provide the source selection board the opportunity to make a value (price/ technical trade-off) analysis. Offerors are hereby informed that a selection and award may be made without discussions. An award will be made to the responsive offeror who submits the proposal which will provide the best value to the Government in terms of technical qualifications and price. 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.

C. Submission and Content of Proposals The purpose of these instructions is to provide guidance for preparation and submission of proposals. Each proposal shall be clearly and concisely prepared in writing and must include all information required by the solicitation. Each proposal shall identify name of offeror, date of submission and solicitation number. Telegraphic, facsimile, and telephone offers will not be accepted.

Proposal Arrangement:

Each proposal shall consist of two physically separate volumes, individually titled and numbered as stated below. Each volume shall contain one original and three copies.

Volume Number 1 (Technical Proposal):

All information addressing the offeror’s technical capabilities in each technical factor outlined in this section.

Volume Number 2 (Price Proposal):

Standard Form 1442 Continuation Sheets to SF 1442 (Bid Sheet)

The technical evaluation factors when combined are more important than cost or price. The technical evaluation factors are listed below in descending order of importance:

Factor #1 Past Performance Factor #2 Key Personnel of the Construction Team and the Design Team Factor #3 Project Management Plan Factor #4 Small Disadvantaged Business Factor

APPENDIX A

TECHNICAL EVALUATION FACTORS/MINIMUM STANDARDS

Technical Factors Factor # 1 Past Performance Past Performance is being used as an evaluation factor against which offerors’ relative ranking will be compared. The offerors are instructed to submit past performance information on separate distinct projects. If more than the stated number of projects is submitted, GSA will only review the first projects listed in the proposal. Offerors providing projects that exceed the stated requirements in terms of size and complexity may receive a higher rating. The SSEB may also consider any information obtained from past performance evaluations currently on file as part of their overall evaluation of this factor.

For each project, offerors will be required to provide one owner evaluation. Instructions and procedures for the submission of owner evaluations will be provided in the RFP and will ensure utmost integrity in the submission of these documents. Failure to submit required owner evaluations may result in a lowered technical score for this evaluation factor.

For each project identified, offerors will be required to provide the following information for each project:

- Up to date contact information of the property owner, including name, telephone number, email address and mailing address

- Name and location of the project

- Description of the Work

- Date of award and date of final completion

- Construction cost at award

- Construction cost at completion

- Any special features of the project

The following past performance information must be submitted:

- Air Handler Units (AHUs) Each offeror must provide a list of three projects within the past ten years that demonstrates the firm’s experience on HVAC projects with AHU replacement and ductwork in an occupied office facility with construction valued at greater than or equal to $3 million. Offerors providing projects that exceed the stated requirements may receive a higher rating.

Minimum Standard The minimum standard is met when the following conditions are satisfied:

(a) The past performance on comparable contracts was satisfactory or better. In order to be considered satisfactory, the offeror must have completed the work in accordance with all contract requirements. The references contacted have stated they would contract with the offeror again.

(b) According to the references contacted, the timeliness on similar contracts was satisfactory or better. In order to be considered satisfactory, the offeror must have met all significant milestones and completed all projects timely.

Vegetative Roof Each offeror must provide a list of two projects, one of which demonstrates experience with a non-unitized system and both of which demonstrate the construction experience working on a minimum roof area of 20,000 square feet on an existing structure. Offerors providing projects that exceed the stated requirement may receive a higher rating.

Minimum Standard The minimum standard is met when the following conditions are satisfied:

(a) The past performance on comparable contracts was satisfactory or better. In order to be considered satisfactory, the offeror must have completed the work in accordance with all contract requirements. The references contacted have stated they would contract with the offeror again.

(b) According to the references contacted, the timeliness on similar contracts was satisfactory or better. In order to be considered satisfactory, the offeror must have met all significant milestones and completed all projects timely.

- PV Roof Each offeror must provide a list of three projects within the past ten years that demonstrates the firm’s experience working with Crystalline technology on a minimum of 50kW rated system per project in a high rise building defined as 5 stories or taller. Offerors providing projects that exceed the stated requirement may receive a higher rating.

Minimum Standard The minimum standard is met when the following conditions are satisfied:

(a) The past performance on comparable contracts was satisfactory or better. In order to be considered satisfactory, the offeror must have completed the work in accordance with all contract requirements. The references contacted have stated they would contract with the offeror again.

(b) According to the references contacted, the timeliness on similar contracts was satisfactory or better. In order to be considered satisfactory, the offeror must have met all significant milestones and completed all projects timely.

- General Contractor (GC) (if applicable) If multiple contractors are being utilized to fulfill the requirement it is necessary for the offeror to detail which contractor is acting in the role of the General Contractor and which contractor(s) are acting in the role of Subcontractors.

For the contractor being identified as the General Contractor the offeror must provide a list of three projects within the past ten years that demonstrates the firm’s experience on Design-Build projects managing at least three varied disciplines greater than or equal to $5 million. Offerors providing projects that exceed the stated requirement may receive a higher rating.

Minimum Standard The minimum standard is met when the following conditions are satisfied:

(c) The past performance on comparable contracts was satisfactory or better. In order to be considered satisfactory, the offeror must have completed the work in accordance with all contract requirements. The references contacted have stated they would contract with the offeror again.

(d) According to the references contacted, the timeliness on similar contracts was satisfactory or better. In order to be considered satisfactory, the offeror must have met all significant milestones and completed all projects timely.

Factor #2 Key Personnel of the Construction Team For this procurement, Key Personnel of the Construction Team is defined as the individual serving the role of the Project Manager and the individual serving the role of the Quality Assurance / Quality Control (QA/QC) manager. This factor considers the education, training, qualifications, past performance and experience relative to the tasks they will be performing.

Contractors will be requested to include any professional qualifications, specialized experience in this type of work, and the technical competence of the staff on similar projects. Each proposed team member will be evaluated based on GSA’s evaluation concerning the qualifications and experience to the proposed staff with similar roles and project experience as proposed on this project.

Resumes and qualifications of the individual serving the role of the Project Manager shall be submitted demonstrating experience of 3 projects exceeding $5 million within the past 10 years, 2 of which were Design Build projects.

Resumes and qualifications of the individual serving the role of Quality Assurance / Quality Control (QA/QC) manager shall be submitted demonstrating experience of 3 projects working with multiple disciplines within the past 10 years exceeding $5 million.

For each proposed individual, the offeror shall provide two professional references, including the following information:

- Viable point of contact, email address and phone number

- Name, date and location of project experience referenced

- Description of the work

- Construction Value

- Title the individual held under the project

Minimum Standard The minimum standard is met when the Key Personnel resumes and qualifications reflect at least the minimum requirements stated for past performance, experience and knowledge/skills to perform the work.

Key Personnel of the Design Team Key Personnel of the Design Team is defined as the lead designer for each component of the project. This factor considers the education, training, qualifications, past performance and experience relative to the tasks they will be performing. Contractors will be requested to include any professional qualifications, specialized experience in this type of work, and the technical competence of the staff on similar projects. The proposed team member will be evaluated based on GSA’s evaluation concerning the qualifications and experience to the proposed staff with similar roles and project experience as proposed on this project.

- Air Handler Units (AHUs) Resume and qualifications of the lead AHU designer shall be submitted demonstrating experience of 3 fully designed projects involving AHUs, exceeding $3 million construction value within the past 10 years.

- Vegetative Roof Resume and qualifications of the lead designer of the vegetative roof shall be submitted demonstrating experience of 2 past projects fully designed working on a minimum roof area of 20,000 square feet on an existing structure, 1 of which shall demonstrate experience with a non-unitized system

- PV Roof Resume and qualifications of the lead designer of the PV Roof shall be submitted demonstrating experience of 3 fully designed projects involving Crystalline technology within the past 5 years, working on a minimum of 50 kW rated system per project. One of the three projects shall include experience working on a high rise building defined as 5 stories or taller.

For each proposed individual, the offeror shall provide two professional references, including the following information:

- Viable point of contact, email address and phone number

- Name, date and location of project experience referenced

- Description of the work

- Construction Value

- Title the individual held under the project

Minimum Standard The minimum standard for all three components of the project is met when the Key Personnel resumes and qualifications reflect at least the minimum requirements stated for past performance, experience and knowledge/skills to perform the work.

Appendix C will be used as a contact record. Additional references may be contacted.

Evaluators may consider performance on contracts that are not submitted by the Offeror if they have knowledge of contracts that are not listed, or if contracts not listed are discovered through interviews. The same basic questions will be asked on each reference contacted. Offerors are cautioned to submit accessible references. References that cannot be contacted and / or verified will not be considered.

Factor #3 Project Management Plan The Project Management Plan considers the proposed plan and approach by providing an organizational chart specifically for this project on how it will be managed, maintained, and staffed. The offeror shall demonstrate that it has sufficient resources to provide all work and services described in the scope of work. The organizational chart will detail the relationships the proposed project team will maintain in meeting the requirements of the solicitation. The responsibilities and positions of the proposed team shall be discussed in complete detail. The offeror must demonstrate a structured organizational unit which details a comprehensive understanding of the government requirements and is so structured that teamwork will enhance the team’s ability to coordinate a project of this size and complexity. The discussion should include the team’s proposed overall organizational control addressing the design and construction aspects of this project.

Minimum Standard The minimum standard is met when the offeror submits project management plans addressing each of the items listed above. The plans shall be discussed in complete detail and organized such to ensure that the requirements of this project will be successfully delivered. The plans shall demonstrate that the proposed management of this project is so structured that the contractor has a comprehensive understanding of the government’s requirement.

Factor #4 Small Disadvantaged Business Participation The extent of participation of Small Disadvantaged Business (SDB) concerns in the performance of construction contracts expected to exceed $1,000,000 is a FAR requirement for all solicitation issued on an unrestricted basis. As this project meets the FAR requirement, this factor measures the extent to which the offeror will utilize small disadvantaged business concerns in the performance of the contract. The proposal will be evaluated on the extent to which SDB firms are specifically identified and the extent of planned participation of SDB concerns in terms of the value of the total acquisition. SDB concerns, and the work they are to perform, shall be specifically identified in the offer.

Minimum Standard The minimum standard is met when the offeror submits a plan with goals as identified above or provides adequate documentation that supports less participation then the established goals.

APPENDIX B - FFAACCTTOORR 11.. CCOONNSSTTRRUUCCTTIIOONN CCOONNTTRRAACCTTOORR’’SS PPAASSTT

PPEERRFFOORRMMAANNCCEE –– RREEFFEERREENNCCEE QQUUEESSTTIIOONNNNAAIIRREE

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:_________________________________________________

PROJECT TITLE: ______

PROJECT LOCATION: ______

CONTRACT DOLLAR VALUE:___________________________________________

DATE OF AWARD:______________________________________________________

COMPLETION DATE:___________________________________________________

1. Would you work with this firm again on another similar project?

YES NO

Please provide details for your response.

2. Provide a description of the scope of work of the referenced project?

3. Was the construction completed in an occupied facility?

YES NO

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

YES NO

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

YES NO

66.. Was the project completed within budget?

YES NO

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

YES NO

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

YES NO

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

YES NO

APPENDIX C – Factor no. 2 Reference Contact Sheet

SOLICITATION NO.: GS-03P-10-AZC-0004

PROPOSED CONTRACTOR:____________________________________________

FIRM/SOURCE CONTACTED:___________________________________________

CONTACT PERSON'S NAME AND TITLE:________________________________

CONTACT PHONE Number: _____________________________________________

Personal Reference Questions for

1. What project did you work on with the person in question?

2. What title and role did the person in question have on the project?

3. How would you rate their performance?

{ }Excellent { }Satisfactory { }Marginal { }Unsatisfactory

4. Were their any issues with their performance? If so, were performance issues addressed?

5. Would you work with the person again?

Any additional comments?

This is my stated opinion for the overall performance based on the above contact:

[ ] Excellent [ ] Satisfactory [ ] Marginal [ ] Unsatisfactory

Contact made and record completed by:

Name/Title Date

I I I I

IMPORTANT - The "offer" section on the reverse must be fully completed by offeror.

4. CONTRACT NO. 15. REQUlSlTlON/PURCHASE REQUEST NO. 16. PROJECT PLAN

SOLICITATION, OFFER,

AND AWARD

(Construction, Alteration, or Repair, I

7. ISSUED BY

'ODE I3PQCP

GSA CONTRACTS OPERATIONS BRANCH - PA NJ & DE

SECTION

THE STRAWBRIDGE BLDG -3PQCP

20 NORTH 8TH ST

PHILADELPHIA PA 19107-3191

8. ADDRESS OFFER TO 3PQCP

GSA CONTRACTS OPERATIONS BRANCH - PA NJ & DE

SECTION

THE STRAWBRIDGE BLDG -3PQCP

20 NORTH 8TH ST

PHILADELPHIA PA 19107-3191

PAGE OF PAGES

1 3

I

9. FOR INFORMA1'ION . la. NAME I b. TELEPHONE NO. (Include area codd (NO COLLECT CALLS)

3. DATE ISSUED

NOV 20,2009

1. SOLICITATION NO.

GS-03P- 10-AZ-C-0004

CALL: katelyn mccullough 1 21 5446-45734 katelyn.mccullough@gsa.gov

2. TYPE OF SOLICITATION

SEALED BID (IF&?)

x NEGOTIATED (RFH 0

SOLICITATION

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid and "bidder".

10. THt GOVERNMENT REQUIRES PERFORMANCE OF THE WORK DESCRlBtD IN THESE DOCUMENTS (mh, klent#ying no., date)

See Attached

1 1. The Contractor shall begin performance 1 calendar days and complete it within 455 calendar days after receiving award, notice to proceed. This performance period is mandatory negotiable. (See .I

b. An offer guarantee is, [7 is not required.

a. lnt (If "YES," withh how many whdar days aftar award in item 1 Zb).

YES NO

c. All offers are subject to the (1) work reqiurements, and (2) other provisions and clauses incorporated in the solicitation in full text or by

12b. CALENDAR DAYS

d. Offers providing less than 120 calendar days for Government acceptance after the date offers are due will not be considered and will be rejected.

13. ADDITIONAL SOLICITATION REQUIREMENTS:

a. Sealed offers in original and 3 copies to perform the work required are due at the place specified in Item 8 bym PM FT (/?our) local time- (date). If this is a sealed bid solicitation, offers will be publicly opened at that time. Sealed envelopes containing offers shall be marked to show the offeror's name and address, the solicitation number, and the date and time offers are due.

NSN 7540-01-1 55-321 2 STANDARD FORM 1442 (REV. 4-85)

Rescribed by GSA - FAR (48 CFR) 53.236-1 (d)

OFFER (Must be fully completed by offeror)

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18. The offeror agrees to furnish any required performance and payment bonds.

19. ACKNOWLEDGMENT OF AMENDMENTS

(The offeror acknowledges receipt of amendments to the solicitation -- give number and date of each)

AMENDMENT NO.

AWARD (To be completed by Government)

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CONTRACTING OFFICER WILL COMPLETE ITEM 28 OR 29 AS APPLICABLE

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PROPOSAL PRICE SHEET

BASE BID: The contractor shall provide all design services, management, supervision, labor, materials and equipment in accordance with the request for proposal.

2. AHU $____________________

3. PV Roof $____________________

4. Vegetative Roof $____________________

5. Allowance No. 1 $____________________ Per Specification section 01210

Total $____________________

Unit Prices per Specification section 01270 Unit Price No. 1: Bio-based Liquid Roof Coating. Description: Liquid coating on existing roof of areas not included in base bid (IE: areas on Byrne Roof not beneath PV panels).

1. Measurement: square feet of coating.

a. 0-500 square feet $______________

b. 501-1000 square feet $______________

c. 1000 – 5000 square feet $______________

d. Over 5000 square feet $______________

2. Base Bid Quantity included in the Contract Documents: All roof areas beneath installation of Photovoltaic panels

B. Unit Price No. 2: Extensive vegetative roof system. Description: Membrane, engineered soil medium, sedum and all work included in vegetative roof as outlined in the statement of work for vegetative roof for the Green Federal Building project. Unit cost to match depth of soil provided for the base bid.

1. Measurement: square foot of vegetative roofing system.

a. 501-1000 square feet $________________

b. 1000 – 5000 square feet $________________

c. Over 5000 square feet $________________

2. Base Bid Quantity included in the Contract Documents: as outlined in the statement of work.