St. Es CM RFP - Section L - Final.doc

PART IV Section L – Instruction, Conditions and Notices to Offerors

PART IV

Section L

Instructions, Conditions and Notices to

Offerors Part IV

SECTION L

INSTRUCTIONS, CONDITIONS AND NOTICES TO CMs/BIDDERS

L.1. FAR 52.216-1 -- TYPE OF CONTRACT (APR 1984)

The GOVERNMENT anticipates the result of this solicitation an award of a firm-fixed-price contract with a single award indefinite delivery/indefinite quantity component.

L.2. SUBCONTRACTING

The Contractor shall not subcontract any work required by this contract without the express written approval of the Contracting Officer. If the Contracting Officer authorizes the CM to subcontract any part of the work required by this contract, a copy of any such subcontract shall be provided to the Contracting Officer.

L.3. GSAM 552.219-72 -- PREPARATION, SUBMISSION, AND NEGOTIATION OF SUBCONTRACTING PLANS (JUN 2005)

(a) An offeror, other than a small business concern, submitting an offer that exceeds $500,000 ($1,000,000 for construction) shall submit a subcontracting plan with its initial offer. The subcontracting plan will be negotiated concurrently with price and any required technical and management proposals, unless the offeror submits a previously-approved commercial products plan. Maximum practicable utilization of small, small disadvantaged, and women-owned small business concerns as subcontractors is a matter of national interest with both social and economic benefits. It is the General Services Administration’s (GSA’s) expectation that an offeror’s subcontracting plan will reflect a commitment to assuring that small, small disadvantaged, and women-owned small business concerns are provided the maximum practicable opportunity, consistent with efficient contract performance, to participate as subcontractors in the performance of the resulting contract. An offeror submitting a commercial products plan can reflect this commitment through subcontracting opportunities it provides that relate to the offeror’s production generally; i.e., for both its commercial and Government business.

(b) GSA believes that this potential contract provides significant opportunities for the use of small, small disadvantaged, and women-owned small business concerns as subcontractors. Consequently, in addressing the eleven elements described at FAR 52.219-9(d) of the clause in this contract entitled Small, Small Disadvantaged and Women-Owned Small Business Subcontracting Plan, the offeror shall demonstrate that its subcontracting plan represents a creative and innovative program for involving small, small disadvantaged, and women-owned small business concerns in performing the contract. The subcontracting plan shall include a description of the offeror’s subcontracting strategies used in any previous contracts, significant achievements, and how this plan will build upon those earlier achievements. Additionally, the offeror shall demonstrate through its plan that it understands the small business subcontracting program’s objectives, GSA’s expectations, and is committed to taking those actions necessary to meet these goals or objectives.

(c) In determining the acceptability of any subcontracting plan, the Contracting Officer will --

(1) Review the plan to verify that the offeror has demonstrated an understanding of the small business subcontracting program’s objectives and GSA’s expectations with respect to the program and has included all the information, goals, and assurances required by FAR 52.219-9;

(2) Consider previous goals and achievements of contractors in the same industry;

(3) Consider information and potential sources obtained from agencies administering national and local preference programs and other advocacy groups in evaluating whether the goals stated in the plan adequately reflect the anticipated potential for subcontracting to small, small disadvantaged, and women-owned small business concerns; and

(4) Review the offeror’s description of its strategies, historical performance and significant achievement in placing subcontracts for the same or similar products or services with small, small disadvantaged, and women-owned small business concerns. The offeror’s description can apply to commercial as well as previous Government contracts.

(d) Failure to submit an acceptable subcontracting plan and/or correct deficiencies in a plan within the time specified by the Contracting Officer shall make the offeror ineligible for award.

(End of Clause) L.4. GSAM 552.219-73 Goals for Subcontracting Plan (June 1999)

(a) Maximum practicable utilization of small, HUBZone small, small disadvantaged, women-owned, veteran-owned, and service-disabled veteran owned small business concerns as subcontractors is a matter of national interest with both social and economic benefits.

(1) The General Services Administration’s (GSA’s) commitment to ensuring that maximum practicable opportunity is provided to small, HUBZone small, small disadvantaged, women-owned, veteran-owned, and service-disabled veteran owned small business concerns to participate as subcontractors in the performance of this contract, consistent with its efficient performance, must be reflected in the offeror’s subcontracting plan submitted pursuant to the clause of this contract at FAR 52.219-9, Small Business Subcontracting Plan.

(2) In addressing the eleven elements described at FAR 52.219-9(d), the offeror shall demonstrate that its subcontracting plan represents a creative and innovative program for involving small, HUBZone small, small disadvantaged, women-owned, veteran-owned, and service-disabled veteran owned small business concerns in performing this contract. An offeror submitting a commercial plan can demonstrate its commitment in providing maximum practicable opportunities through subcontracting opportunities it provides to small, HUBZone small, small disadvantaged, women-owned, veteran-owned, and service-disabled veteran owned small business concerns that relate to the offeror’s production generally; i.e., for both its commercial and Government business.

(3) The subcontracting plan shall include a description of the offeror’s subcontracting strategies used in previous contracts and significant achievements, with an explanation of how this plan will build upon those earlier achievements. Additionally, the offeror shall demonstrate through its plan that it understands the small business subcontracting program’s objectives, GSA’s expectations, and is committed to taking those actions necessary to meet these goals or objectives.

(b) GSA believes that this contract provides significant opportunities for the use of small, HUBZone small, small disadvantaged, women-owned, veteran-owned, and service-disabled veteran owned small business concerns as subcontractors. Accordingly, it is anticipated that an acceptable subcontracting plan will contain at least the following goals:

· Total Subcontracting Planned (paragraph 1)

100-percent

· Small Business (paragraph 5)

40-percent of (paragraph 1)

· Small Disadvantaged Business

18 percent of (paragraph 5)

· Women-Owned Small Business

5-percent of (paragraph 5)

· HUBZone Small Business

4-percent of (paragraph 5)

· Veteran-Owned Small Business

· Service Disabled Veteran-Owned Small Business

· Other Small Business

5-percent of (paragraph 5)

NOTE: Target goals are expressed as a percentage of planned subcontracting dollars.

(c) In determining the acceptability of any subcontracting plan, the Contracting Officer will—

(1) Review the plan to verify that the offeror has demonstrated an understanding of the small business subcontracting program’s objectives and GSA’s expectations with respect to the programs and has included all the information, goals, and assurances required by FAR 52.219-9;

(2) Consider previous goals and achievements of contractors in the same industry;

(3) Consider information and potential sources obtained from agencies administering national and local preference programs and other advocacy groups in evaluating whether the goals stated in the plan adequately reflect the anticipated potential for subcontracting to small, HUBZone small, small disadvantaged, women-owned, veteran-owned, and service-disabled veteran owned small business concerns; and

(4) Review the offeror’s description of its strategies, historical performance and significant achievements in placing subcontracts for the same or similar products or services with small, HUBZone small, small disadvantaged, women-owned, veteran-owned, and service-disabled veteran owned small business concerns. The offeror’s description can apply to commercial as well as previous Government contracts

(d) Failure to submit an acceptable subcontracting plan and/or correct deficiencies in a plan within the time specified by the Contracting Officer shall make the offeror ineligible for award.

(End of provision)

L.5. FAR 52.233-2 -- SERVICE OF PROTEST (SEP 2006)

a.

Protests as defined in Section 33.101 of the Federal Acquisition Regulation, that are filed directly with an agency, and copies of any protests that are filed with the GOVERNMENT Accounting Office (GAO), shall be served on the Contracting Officer (addressed as follows) by obtaining written and dated acknowledgment of receipt from the General Services Administration, NCR, Property Development Division (WPC), 7th and D Streets, SW, Room 2021, Washington, DC 20407.

b.

The copy of any protest shall be received in the office designated above within one day of filing a protest with the GAO.

(End of provision)

L.6. VENDOR EXPRESS PROGRAM

The General Services Administration participates in the Vendor Express Program which provides for making payments to contractors by Direct Deposit/Electronic Funds Transfer (DD/EFT).

Under the Vendor Express Program, instead of contractors being issued a check for payment of supplies or services, an electronic payment will be deposited to the bank designated by the Contractor. Using the program, an electronic addendum record is transmitted to the designated bank with each Direct Deposit. The Contractor will be able to identify payments made using information that is currently provided on the check stub. The addendum (payment information) from GSA will be structured as follows and will be provided in one of the two formats depending upon the circumstances:

*WITHOUT INTEREST

RMT*IV*12345/REF*CR*GSA07R1112

*WITH INTEREST

RMT*12345**********INT FOR 10 DAYS @ 8.38%=$15.00/

REF*CR*GSA07R1112

RMT

- Represents the remittance advice record.

- Field delimiter (separator)

IV

- Abbreviation for “invoice.”

12345 - Invoice number/contract number currently shown on the check stub.

This field could contain up to twelve positions.

INT FOR - Interest payment notation.

GSA07R1112

- Payment schedule number. (Please reference this number when making inquiries with GSA concerning your payment.)

The Contractor and the designated bank will have to agree on how and when the addendum information is made available to the Contractor. Some methods commonly used to communicate addendum information from bank to client include credit advice, magnetic tape, on-line inquiry, paper listing statement, or telephone call. GSA will use CCD Plus Format to transmit DD/EFT and addendum information.

A Contractor’s participation in the Vendor Express Program is voluntary. However, once a Contractor elects to participate in the program, all payments made by GSA will be made electronically through the Federal Reserve Bank’s Automated Clearing House network, rather than by check.

Contractors wishing to participate in the Vendor Express Program must submit a completed enrollment form, ACH Vendor/Miscellaneous Payment Enrollment Form (SF 3881) in accordance with the instructions given on the back of the form, to the following address. A copy of the SF 3881 is provided.

General Services Administration

P.O. Box 17181

Attn: BCFA

Fort Worth, TX 76102

A separate form must be submitted for each “remit to” address. Regardless of the GSA paying office designated or the number of contracts a firm may have with GSA, only one form is required per remittance address.

GSA will confirm the account information with your designated financial institution and begin making payments DD/EFT approximately 30 days after the contract start date.

Changes affecting payments (such as a bank routing number change, bank account number change, type of account change, i.e., checking or savings, or method of payment change) can be made at anytime by submitting a new enrollment form (SF 3881), along with a letter signed by an authorized Contractor’s official, to the above address.

In the event the Contractor invokes a change-of-name agreement or the remittance address of the Contractor changes, the contract must be modified by the Contracting Officer before, and in conjunction with, the completion of a new enrollment form (SF 3881). Any request for a change must be submitted to GSA 30 days before the effective date of the change.

L.7. INDEX OF SOLICITATION PROVISIONS

FAR 52.252-1 -- SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

This solicitation incorporates one or more solicitation provisions by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. The Offeror is cautioned that the listed provisions may include blocks that must be completed by the Offeror and submitted with its quotation or offer. In lieu of submitting the full text of those provisions, the Offeror may identify the provision by paragraph identifier and provide the appropriate information with its quotation or offer. Also, the full text of a solicitation provision may be accessed electronically at this/these address(es): www.gsa.gov

The following solicitation provisions are incorporated by reference:

48 CFR

PARAGRAPH

REFERENCE

PROVISION TITLE

1 FAR 52.204-6

Data Universal Numbering System (DUNS) Number (APR 2008)

FAR 52.215-1

Instructions to Offerors - Competitive Acquisition (JAN 2004)

FAR 52.222-24

Pre-award On-Site Equal Opportunity Compliance Review (FEB 1999)

FAR 52.222-46

Evaluation of Compensation for Professional Employees (FEB 1993)

FAR 52.237-1

Site Visit (APR 1984)

FAR 52.247-6

Financial Statement (APR 1984)

L.8. INSTRUCTIONS FOR SUBMITTING PROPOSALS

L.8.1. General

The CM is advised that all submissions and related materials become the property of the Government and will not be returned.

Technical and price proposals, if accepted by the Government, shall form binding parts of the contract that results from this solicitation.

L.8.2. Proposal Format and Content L.8.2.1. Proprietary Data

If applicable, each page of both the technical and price proposal must be reviewed for and marked as to proprietary data content, by the Offeror, in strict compliance with FAR Provision 52.215-1. Also see FAR 3.104-4. Single blanket statement at the front of the proposal is not adequate.

L.8.2.2. Proposal Arrangement

Proposals shall be submitted in two (2) separately marked 3-ring binders (Volumes I & II), each labeled with firm’s information, solicitation number, and the contents as to either Volume I or Volume II on the outside covers of each binder as stated below. The required number of each proposal volume is also shown below.

Of the Six (6) Technical Proposal binders submitted, one (1) of them shall be marked Original Technical Proposal with all original technical documents included.

Of the Six (6) Price Proposal binders submitted, one (1) of them shall be marked Original Price Proposal with all original cost documents and bid forms included from Section B.

Do not exceed the number of volumes. These volumes may not be broken down into separate booklets. Each Offeror responding to this solicitation shall submit two (2) sealed envelopes, containers or sealed packages with the RFP No. marked on each package; one marked TECHNICAL PROPOSAL and one marked COST PROPOSAL (each package will contain an original + 5 copies). Please label each package with name and business address of firm, solicitation number, and the contents as to either Volume I or Volume II. Each CM must deliver all packages simultaneously to the GSA Bid Room (Room number 1065) on the first floor of the GSA Regional Office Building, 7th and D Streets, SW, Washington DC, 20407, Attn: Bonnie Echoles, Contracting Officer, prior to the time and date set for receipt of offers (see block 9 of Standard Form 33 in Part I, Section A). This includes amendments that are being acknowledged, or requests for withdrawal of a proposal.

Any packages delivered after the established closing date and time for receipt of offers will not be considered. All materials submitted shall be typeface Times New Roman 12 point, double spaced on 8-1/2 x 11-inch white paper with one inch margins all around and printed on one side.

L.8.2.3. Technical Proposal Contents Do not change the order in which subject item are set forth in these instructions when preparing your proposal. The technical proposal shall not contain any pricing information. See Section M of this RFP for the relative importance of each evaluation factor.

The Technical Proposal shall not contain more than 100 numbered pages inclusive of table of contents, charts, exhibits, and any other materials the Offeror deems required for each evaluation factor listed herein for which the offeror is addressing.

Technical Proposals shall be in three (3) severable parts:

· Part One - Technical Proposals Requirements

· Part Two – Technical Proposal Evaluation Factors

· Part Three – Forms.

The technical proposal shall be prepared in conformance with the outline shown in this section, to enable the Government to make a thorough evaluation thereof and to arrive at a sound determination as to whether or not the CM can meet the Government’s requirements as set forth in this RFP.

(1) Part One – Technical Proposal Requirement The first part of the Technical Proposal shall be marked “PART 1 - TECHNICAL PROPOSAL REQUIREMENTS.” All copies must contain original signatures (dark blue ink) on all documents signed. Be sure that all information is correct and accurate. Protruding tabs must be used to separate each section/form(s). The CM must include the following information:

· Tab 1 - One (1) Procurement Integrity Certification for Procurement Officials, for each person assigned to the Contract, from Part III, Section J

· Tab 2 - One (1) Privacy Act Notice to Employees and Officials, for each person assigned to the Contract, from Part III, Section J

· Tab 3 - One (1) Conflict of Interest Certification from Part III, Section J

· Tab 4 - One (1) Statement of Availability from Part IV Section M

· Tab 5 - One (1) Schedule of Code of Business Ethics and Conduct Part III, Section J

· Tab 6 - One (1) Confidentiality and Non-Disclosure Agreement from Part III, Section J (2) Part Two – Technical Proposal Evaluation Factors The second part of the Technical Proposal shall be marked “PART 2 - TECHNICAL PROPOSAL EVALUATION FACTORS.” All copies must contain original signatures (dark blue ink) on all documents signed. Be sure that all information is correct and accurate. Protruding tabs must be used to separate each section/form(s). The CM must include the following information:

· Tab 1 - Past Experience on Firm

· Tab 2 - Past Performance of Firm

· Tab 3 - Experience and Qualifications of Key Personnel

· Tab 4 - Management Approach and Capabilities (3) Part three – Forms

The third part of the Technical Proposal shall be marked “PART 3 – FORMS.” All copies must contain original signatures (dark blue ink) on all documents signed. Be sure that all information is correct and accurate. Protruding tabs must be used to separate each section/form(s). The forms required to be filled out and submitted are as follows:

· Tab 1 - One (1) copy of Standard Form 33 from Part I, Section A with items 12-18 completed in each of the Technical Proposal Binders

· Tab 2 - One (1) copy of the Representations and Certifications from Part IV, Section K with all entries completed including the Tax Identification Number in each of the Technical Proposal Binders

· Tab 3 - One (1) copy of the GSA Form 527, Contractor’s Qualifications and Financial Information, from Part IV, Section L in each of the Technical Proposal Binders

L.8.2.4. Cost Proposal Contents All copies must contain original signatures (dark blue ink) on all documents signed. Be sure that all information is correct and accurate. Protruding tabs must be used to separate each section/form(s). The CM must include the following information:

· TAB 1 - one (1) Standard Form 33 from Section-A with items 12 through 18 completed.

· TAB 2 - one (1) set of Representations and Certifications from Section-K with all entries completed including the Tax and DUNS numbers.

· TAB 3 - one (1) copy of the completed pricing sheets from Section B of this RFP; attachments to the pricing sheets from the offeror which detail additional pricing/information may be included, provided they are so identified and do not qualify or form a part of the offer.

· TAB 4 - As required by the provision FAR 52.222-46 in this Section-L, the CM is required to include its total Compensation Plan.

· TAB 5 – one (1) copy of the Subcontracting Plan. Proposals submitted by large business offerors must include a subcontracting plan in which they are required to discuss and include their actual formal plan for subcontracting with small business firms. The Subcontracting Plan shall be complete with all applicable information set forth clearly and concisely.

(1) If selected for award, the subcontracting plan should be ready for approval without the need to obtain additional information.

(2) Overall Target Participation (3) Overall Target Participation goals are a summation of all awards to small, small disadvantaged, HUBZone small, veteran-owned small, service disabled veteran-owned small, and Woman Owned Small Business (WOSB) concerns at all tiers of the project.

(4) The Government will allow the Offeror’s Subcontracting Plan to include Overall Target Participation for first, second, third (and etc.) tier subcontracting.

(5) There shall be no double counting of dollar amounts.

(6) The denominator used to arrive at the percentage goals for SB, SDB, HUBZone small, veteran-owned small, service disabled veteran-owned small, and WOSB must noted.

This Subcontracting Plan requirement does not apply to small businesses (receipts not exceeding $33.5 million average annual gross revenues for the last three years; for a joint venture legal firm, such revenues for the firms may not exceed that threshold when combined).

L.9. EVALUATION CRITERIA

L.9.1. FACTOR 1:

Past Experience of Firm – 25%

This factor considers the extent of the CM’s past experience, within the last ten (10) years in carrying out work on at least one (1), but no more than three (3) construction programs of similar size, scope, and complexity of this Project. A construction program means multiple phased and multiple interdependent projects managed in a coordinated way to obtain benefits and controls not available from managing them individually. The aspects of this Project that the CM shall demonstrate past experience in the design and construction are:

· Campus development, preferably federally owned;

· Central Utility Plant (CUP), preferably with cogeneration;

· Historic preservation;

· Highly secured area; and

· Multi-phased and integrated Construction.

For each project offered under this evaluation factor, the CM shall include the following information:

Project Title

Completion Date

The CM must address the program aspects mentioned above and include an explanation of how the program aspect relates to the characteristics of the Project.

The Government will evaluate whether the CM has the program management experience involving projects possessing program aspects similar to the Project. A project that possesses all of the above aspects will be considered most similar. A project that possesses more of the above characteristics shall receive a more favorable evaluation. Additionally, more projects that possess more of the above characteristics shall receive a more favorable evaluation. Submitting more than three (3) projects will not result in a more favorable evaluation. This factor will be evaluated based upon the CM’s written response to the RFP. However, the Government reserves the right to contact references under this evaluation factor to verify the scope of the project offered.

Statements of past experience shall not exceed three typed pages, 12-point text and one-inch margins.

L.9.2. FACTOR 2:

Past Performance of Firm – 20%

This factor considers the extent of the CM’s past experience as a CM within the last 10 years in completing projects submitted under the Past Experience of the Firm Evaluation Factor. The quality of the CM’s past performance in carrying out the work with reference to such aspects as satisfying customer requirements, employment of successful and cost-effective solutions to routine matters and unexpected difficulties, providing quality service, budget controls, and adequate resources, effectively coordinating construction, and overall satisfaction of the owner’s representative will be considered by the Government.

The Government will evaluate the past performance of the CM based upon reference responses to questions related to past performance. The Government is not obligated to contact all references and may select those most relevant. To the extent that the Government has knowledge of CM’s past performance on contracts of similar complexity (as that term is defined herein), such information may be considered. In accordance with FAR 15.306, the CM will be given the opportunity to respond to adverse past performance information.

The CM shall submit a statement of past performance that briefly documents its experience as a CM for at least one (1) project from the Past Experience of the Firm Evaluation Factor. The statement, for each project, shall not exceed two type written page, 12-point text and one-inch margins. In addition, the CM shall have the owner of the project submit a completed Past Performance Questionnaire (Attachment 11). The Owner shall email the completed Questionnaire to the GSA Contracting Officer, Ms. Bonnie Echoles, (bonnie.echoles@gsa.gov) three (3) days before the due date of the CMs proposals.

Offerors are responsible for ensuring that the references provided are willing and available to be contacted by Government. If, after three (3) attempts to contact the reference, the Government is unable to speak directly with the reference provided, the specific transaction related to the reference may be excluded from evaluation.

L.9.3. FACTOR 3:

Experience and Qualifications of Key Personnel – 20%

The CM shall provide resumes for all key personnel for the base contract (See Section H) of the CM team who will be assigned directly to the project. This factor will consider whether key personnel possess professional qualifications, education, and other knowledge and skills for the positions to which he/she will be assigned and their duties and responsibilities.

This factor will consider whether any of the key personnel have worked together previously. Key personnel having worked together previously will result in a more favorable evaluation. This factor will consider the availability and corporate commitment of the key personnel.

For the key personnel who will be assigned to the proposed contract, provide for each person, a resume giving the following specific information in the exact order shown below (blanket statements or descriptions are unacceptable):

1. First name, middle initial, last name.

2. Name and address of current employer.

3. Position title for proposed contract.

4. Description of duties and responsibilities projected for the proposed contract.

5. Professional qualifications, registrations, etc.

6. College or high school level and vocational education.

7. Positions held within the last ten (10) years, the start and end dates for each, actual duties performed in each position, the reason for leaving in each case, and a description of how this experience relates to the proposed position on this project. Provide at least two projects.

Resumes for key personnel shall not exceed three (3) typed pages, 12-point Times New Roman text and one-inch margins. The persons identified as Key Personnel shall perform under this proposed contract.

In addition the key personnel listed in Section H, the CM shall provide a resume for a Historic Preservationist Architect and Historic Landscape Architect. For the Historic Landscape Architect and the Historic Preservation Architect, the CM shall provide the following information for at least one (1), but no more than four (4), projects. More favorable consideration will be given if these Key Personnel have worked on historic sites, particularly including National Historic Landmarks or sites listed in or eligible for listing in the National Register of Historic Places, of the magnitude and complexity as the St. Es Program. More favorable consideration will be given if these key personnel demonstrate competency under the proposed Secretary of the Interior’s Historic Preservation Professional Qualification Standards for these professions as outlined in the Federal Register, vol. 62, no. 119, June 20, 1997.

· Project details, including name, location, date of award, and date of completion;

· Title while serving on the project and length of time spent on the project in that capacity;

· Describe the area(s) of responsibility and how that prior experience relates to the position that the person will perform on the Program;

· Describe any unusual or unique capabilities and how those attributes relate to the position that the person will perform on the Program

· List of all applicable licenses, degrees, certifications, awards, or other noteworthy professional achievements, accolades, or recognitions.

The information provided for each project shall not exceed one page.

NOTE: FOR PURPOSES OF PRIVACY, PLEASE DO NOT INCLUDE PERSONAL HOME ADDRESSES AND TELEPHONE NUMBERS.

L.9.4. FACTOR 4:

Management Approach and Capabilities – 25% This factor shall consider the CMs management approach, resource capacity, staffing, coordination, and methodologies for managing the St. Es Program.

L.9.4.1. APPROACH STATEMENT/RISK & MITIGATION MEASURES

The CM shall prepare a project approach statement that illustrates the following:

· The CM shall discuss its management approach and capabilities with respect to the Construction Management services to be provided for all phases of work required under this solicitation. Demonstrate that these services are routinely performed by your firm, and that your firm is primarily in the business of providing construction management services. Explain the operating methods that will enable you to maintain control of the project and project costs, including your approach to: drawings, materials, samples, inspection, construction deficiencies, partnering, value engineering, estimating and coordination of all contractors.

· CM's understanding of the commissioning process; its purpose, goals and objectives; brief description on how it should be implemented on the St. Es Program; and its relationship to the O & M Phase of the project and how it should be continuation post occupancy.

· The CM shall identify the major project objectives and describe the major risks (events high probability of occurring that could impact the project) are associated with delivering the Program and the risk that will impact the project objectives and how all these risks will be mitigated (action taken to lessen their impact).

This statement shall not exceed three-typed page in 12-point text and one-inch margins.

L.9.4.2. HIGH-LEVEL STAFFING PLAN

The CM shall prepare a high-level Staffing Plan. This plan shall list all firms and/or subcontractors (by name or discipline) that will participate on this project, their role (who does what), responsibility (who decides what) and reporting relationships. The roles and responsibilities should be closely linked to project phases. The staffing plan shall illustrate the project team by contract phase (Design, Construction, and Post-Construction) that proposes the manpower required to accomplish all basic services required by Section C of this RFP, identified by discipline, full-time and part-time status (full-time is considered forty hours per week), and staffing proposed for each month of contract performance (from award of this contract through construction completion and post occupancy O & M services). The staffing plan should exclude manpower for supplemental services, and do not include any manpower for miscellaneous services, and/or post construction claim services. Indicate whether the position is on the CM staff or subcontractor staff. Outline how you plan to interact with the entire project team.

This statement shall not exceed two-typed page in 12-point text and one-inch margins.

The CM shall also supply an organizational chart that shows a graphic display of reporting relationships that provide a general framework of the organization. Include names with titles and responsibilities, show who reports to whom, describe who the decision makers are, and who are the points of contact for GSA.

L.9.4.3. RESOURCE CAPACITY

CM shall provide a written narrative that describes its capacity to provide the necessary resources for a project of the magnitude and complexity of the St. Es Program in terms of management, personnel, information technology, and equipment, materials, and other supplies. CM shall describe its manpower resources from the standpoint of in-house architectural, construction, and management personnel. CM shall also discuss how it will supplement their in-house resources with major subcontractors, especially with regards to foundations, structural, mechanical, and electrical work. CM shall provide short- and long-term plans for securing and maintaining the manpower resources necessary to successfully manage this Program. List the locations of all offices to be utilized in the execution of this contract. Describe the capabilities, resources and level of technology at these locations (that will meet the requirements of this contract) and how the work will be managed between various locations. Include the following information:

(1) Number and types of employees.

(2) Locations of main office and branch offices involved with contract performance.

(3) Capability of involved branch officer to perform independently of the main office, especially the local office in proximity to the project site.

(4) Types of work the team is capable of and will perform (design, construction CM/equivalent, commissioning, etc).

(5) The CM must have an office within a 60-mile radius of the project site. If the offer does not have an office within a 60 mile radius of the project site, explain your plan to obtain one.

CM shall address their resources from the standpoint of information technology. CM shall discuss whether they have used Meridian or any other ePM application on past projects, and, if not, provide examples of instances of prior projects in which they have had to learn the owner’s computer-based document management and tracking system. Explain the types of Information Management Systems, including ePM, to be used in this contract performance and describe the way you expect to utilize technology to its fullest extent to facilitate the design and construction

Lastly, the CM shall indicate its current workload and your future expected workload in today’s construction dollars, and explain how this project will impact your current and future expected workload, illustrating the impact on current in-house staff. Future expected workload is defined as forecasting expected workload for the next two years (2 years from the RFP due date). Identify and explain any associations with other companies proposed to provide assistance in performing this contract.

The page limit for the Resource Capacity is three (3) pages, 12-point, one-inch margins.

L.9.4.4. COORDINATION

CM shall provide a written narrative that describes its means, methods, and processes used to manage clients, subcontractors, consultants, and other entities. The CM shall describe whether, and where, its system for coordinating projects has been successfully implemented, and why that proven system is capable of working on a project of the magnitude and complexity of the Project.

The page limit for the Coordination narrative is two pages, 12-point, one-inch margins.

CM may submit flow charts and illustrations of the processes or systems. These documents can be provided in addition to the narrative.

L.9.4.5. METHODOLOGIES FOR QUALITY CONTROL, CLAIMS AVOIDANCE, DELAYS, AND CHANGE ORDERS

CM shall provide a written narrative that describes its means, methods, and processes used to manage change orders. The CM shall describe whether, and where, its system for managing change orders has been successfully implemented, and why that proven system is capable of working on a project of the magnitude and complexity of the Project. CM shall also describe the types of causes of claims and delays for a project of the magnitude and complexity of this Project, and shall also describe what best practices and methodologies it will follow to avoid such causes. CM shall list projects where their best practices and methodologies were implemented and briefly describe what was done and whether or not the outcome of avoidance of delays and claims were achieved. Explain how reports will be issued to the GSA after each review process outlining recommendations for corrective measures. The CM shall describe its quality control methods and procedures for a project of this magnitude and complexity.

The page limit for the Methodologies for Quality Control, Claims Avoidance, Delays, and Change Orders narrative shall be two typed pages. CM may submit flow charts and illustrations of the processes. These documents can be provided in addition to the narrative.

L.9.5. FACTOR 5:

Small Disadvantaged Business Participation Plan – 10%

The CM shall be evaluated consistent with FAR 19.1203 on the the extent of participation of SDB concerns in performance of the contract, in the NAICS Industry Subsector as determined by the Department of Commerce.

L.10. ORAL PRESENTATIONS

The Government may conduct oral presentation with CMs who are placed in the competitive range. The oral presentations will be conducted in accordance with FAR 15.102, may be used to augment the written information submitted, and enhance the Government’s ability to adequately evaluate the written information submitted. The CM’s understanding of the work to be performed and the methods and means to ensure the project is managed in a manner which will maximize the opportunity for successful completion of the project will be evaluated. The key management personnel proposed by the CM will be required to make the presentation. Corporate management personnel should not participate in the presentation, except for the purpose of introductions. The oral presentation should demonstrate the following:

· The CM’s experience in budgeting and cost control.

· The staffing provided for each project phase and related activities is adequate and realistic

· The CM shall include the performance of all applicable CM functions

· The CM and its management can efficiently manage problems relating to coordinating of project phases and activities, potential impediments to timely project completion, cost containment, etc

· Past Experience of Firm, Past Performance of Firm, Experience and Qualifications of Key Personnel, and Management Approach and Capabilities

· The management organization includes adequate description of leadership assignments, responsibilities, lines of communication.

· The CM has experience in Quality Control Planning

· Discussions in accordance with FAR 15.306(d) may be conducted immediately following oral presentations. However, the Government may inform the CM in writing of deficiencies and/or significant weaknesses prior to the oral presentations. Following the oral presentations, the Government shall request from each CM within the competitive range a final proposal revision.

Part IV Section L – Page