B05_HHSI02-19-R-0017_RFQ_Phase_I_A0001.pdf

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the following methods:

(a) By completing items 8 and 15, and returning or (c) By separate letter or electronic communication which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by letter or electronic communication, provided each letter or electronic communication makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

E. IMPORTANT: Contractor is not is required to sign this document and return copies to the issuing office.

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT 1. CONTRACT ID CODE

2. AMENDMENT/MODIFICATION NUMBER 3. EFFECTIVE DATE 4. REQUISITION/PURCHASE REQUISITION NUMBER 5. PROJECT NUMBER (If applicable)

7. ADMINISTERED BY (If other than Item 6) CODE

STANDARD FORM 30 (REV. 11/2016)

Prescribed by GSA FAR (48 CFR) 53.243

FACILITY CODE

9A. AMENDMENT OF SOLICITATION NUMBER

9B. DATED (SEE ITEM 11)

10A. MODIFICATION OF CONTRACT/ORDER NUMBER

10B. DATED (SEE ITEM 13)

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers is extended. is not extended.

12. ACCOUNTING AND APPROPRIATION DATA (If required) copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NUMBER AS DESCRIBED IN ITEM 14.

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER

NUMBER IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation data, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15C. DATE SIGNED

15A. NAME AND TITLE OF SIGNER (Type or print)

16C. DATE SIGNED

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

PAGE OF PAGES

6. ISSUED BY CODE

8. NAME AND ADDRESS OF CONTRACTOR (Number, street, county, State and ZIP Code) (X)

CODE

15B. CONTRACTOR/OFFEROR

(Signature of person authorized to sign)

16B. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

Previous edition unusable

A0001

Solicitation Number HHSI02-19-R-0017 entitled "Rapid City Health Center Design Build Construction Project".

See Continuation Page

Indian Health Service – Division of Engineering Services 1301 Young Street, Suite 1071 Dallas, Texas 75202

See Item 6

HHSI02-19-R-0017

1 18

02/19/2019

01/29/2019

SF30 CONTINUATION OF BLOCK NARRATIVE

SUMMARY OF CHANGES PAGE 2 OF 18

The solicitation is hereby amended (A0001) to address the following:

1. Respond to RFQ inquiries received in addressing the solicitation package. The inquiries received are presented and answered as follows:

INQUIRY 0001:

Reference Request for Qualifications (RFQ) post-dated January 29, 2019, section 3.1 section 1

Specialized Experience page 7 paragraph B requests …”completed projects within the last seven (7) years from proposal due date”, and in contrast with section 3.2.2 Factor 2 paragraph B indicates “within the last five (5) years…, and section 3.4.1 paragraph A indicates “five (5) years from the date proposals are due.”

The question is, please consider changing and allowing seven (7) years from date the proposals are due in lieu of the five (5) years.

RESPONSE PROVIDED:

Factors 2 and 4 have been revised to consider projects from five (5) to seven (7) years. The revised RFQ

Solicitation is provided in this amendment.

INQUIRY 0002:

On Page 7 of 16, “3.1 SECTION 1 – FACTOR 1 – SPECIALIZED EXPERIENCE,” 3.1.1.B, past projects in section 1 are limited to the last 7 years, as they were with the initial version of this solicitation issued last year: “All projects identified must be at least 75% complete, or have been completed within the last seven (7) years from the proposal due date.” However when referenced in Section 2 Evaluation

Criteria 3.2.2.B., and with corresponding PPQs in Section 4, 3.4.1.A., 3.4.1.B., and 3.4.2.A, the recency past project maximum is 75% complete or within five (5) years of issuance of RFQ Phase I. Please confirm – are submitted past projects to be within the last five (5) years or the last seven (7) years?

Factors 2 and 4 have been revised to consider projects from five (5) to seven (7) years. The revised RFQ

Solicitation is provided in this amendment.

INQUIRY 0003:

On Page 3 of 16, 1.1, of the reissued RFQ it states, “The estimated price range for design and construction is between $80 million and $100 million.” However the notice posted on FBO.gov states “The magnitude of this project in accordance with FAR 36.204(h) is estimated between $80M and $120M.” Could you please confirm the maximum ROM for the project, $100M or $120M?

This was an administrative error. As stated in the RFQ, the estimated price range for design and construction is between $80 million and $100 million.

Revised sections in the attached solicitation hereby replace any previous version(s). Changes are generally identified, for convenience, either by strikeout for deletions, and underlining of text for additions or a single dark line in the margin. All portions of the revised sections shall apply whether or not changes have been indicated.

No further inquiries will be answered. The PROPOSAL DUE DATE remains unchanged: Offers are due by 12:00 pm CST on February 28, 2019, unless changed by an amendment to this solicitation. NOTICE

TO OFFERORS: Offerors must acknowledge receipt of any and all amendments by number and date on their cover letter in their offer or by submitted a signed copy of the SF30. All other terms and conditions remain unchanged.

END OF SUMMARY OF CHANGES

Rapid City Health Center HHSI02-19-R-0017 A0001 Design Build Construction

NOTICE TO OFFERORS

This Request for Qualifications (RFQ) is issued as an Unrestricted procurement, open to both Large and Small Businesses for the two-phase design build construction procurement (FAR 36.303) of the Rapid City Health Center Design Build Construction project. The time and date set forth within is for the receipt of proposals for Phase I only. Phase II will be issued by amendment to the successful offerors determined to be the three most highly qualified during Phase I evaluation.

Solicitation No: HHSI02-19-R-0017

Posted Date: January 29, 2019

Phase I Request for Qualifications Proposal Due Date: Thursday, February 28, 2019, 12:00 PM CST

Project Title: Rapid City Health Center Design Build Construction Project

All inquiries concerning the attached Phase I Request for Qualifications must be submitted in writing via email to Jenny.Scroggins@ihs.gov and Erik.Lundstrom@ihs.gov and must be received no later than ten (10) days prior to the proposal due date/time to allow responses.

mailto:Jenny.Scroggins@ihs.gov mailto:Erik.Lundstrom@ihs.gov

TABLE OF CONTENTS

Section Page

PART 1 – GENERAL……………………………………………………….......……………

1.1. GENERAL OVERVIEW AND SCOPE…………………………….......………………

1.2. GENERAL OVERVIEW OF THE PROCUREMENT PROCESS..…………………... 4

PART 2 – SUBMITTAL REQUIREMENTS FOR PHASE I,

INSTRUCTIONS TO OFFERORS……………………………………………………………

2.1 PHASE I REQUEST FOR QUALIFICATIONS…………………………………

2.2 PROPOSAL REQUIREMENTS AND FORMATTING…………………………

2.3 COVER LETTER…………………………………………………………………………………. 5

PART 3 – TECHNICAL QUALIFICATION EVALUATION – PHASE I……………….....… 7

3.1 SECTION 1 – FACTOR 1 – SPECIALIZED EXPERIENCE……………………

3.2 SECTION 2 – FACTOR 2 – MANAGEMENT ORGANIZATION……………

3.3 SECTION 3 – FACTOR 3 – TECHNICAL AND

PROFESSIONAL QUALIFICATIONS……………,,,………….……………………

3.4 SECTION 4 – FACTOR 4 – PAST PERFORMANCE……..……………………

4.0 PHASE I EVALUATION PROCEDURES……………………….……………………

PART 4 – PHASE II PROPOSAL SUMMARY (FOR INFORMATION ONLY)………… 15

4.1 BASIS OF AWARD, PHASE II…………………………………………………….....…… 15

4.2 PHASE II TECHNICAL PROPOSAL EVALUATION FACTORS.………………... 15

PART 5 – PHASE I ATTACHMENTS……………………………………………….....…………. 16

5.1 LIST OF ATTACHMENTS……………………………………………….....……………… 16

PART 1 – GENERAL

1.1. GENERAL OVERVIEW AND SCOPE

A. Set-Aside: Not Applicable. This solicitation will be procured on an Unrestricted basis, Full and Open to both large and small businesses, resulting in a negotiated Firm-Fixed price contract.

The successful offeror (if not a small business concern) shall be required to present an acceptable small business subcontracting plan in accordance with FAR 19.7, as part of its Phase 2 proposal. The estimated price range for design and construction is between $80 million and $100 million.

B. SCOPE: The Indian Health Service (IHS) is soliciting proposals for the design, construction, equip and startup of a new 200,000 SF outpatient health care facility at the Indian Health Service (IHS) Rapid City Service Unit at 3200 Canyon Lake Drive, Rapid City, SD. This project will provide for the replacement of the facilities serving the Rapid City Service Unit of the Indian Health Service (IHS). The main building of the Rapid City Service Unit was built in 1938. It was originally designed and constructed as the Sioux Sanitarium, treating tuberculosis patients. The current Service Unit campus consists of 29 buildings and 3 structures, of which 19 of the buildings and 2 of the structures (root cellar and barn) are categorized with some historical significance.

The Design Build contractor will include a responsible entity (Designer of Record) for completion of a detailed design of the new facility based on a Schematic Design Solution (SDS) provided by IHS. The facility will comply with federal sustainability guidance and is intended to be LEED certified “Gold”.

The contractor shall furnish all labor, personnel, materials, equipment, tools, appliances, supplies, services, permits, insurance, supervision, and facilities to design and construct the facility and shall:

1) Be responsible for design, construction, startup and training for the facility and real property installed equipment.

2) Provide all furniture, fixtures, and medical equipment, and install these items in the new facility.

3) Utilize Building Information Management (BIM) system in preparation of construction documents, construction management and submittal coordination, and building maintenance management transition. This shall be an integral part of the contractor document management and control.

4) Incorporate cultural features and art in the facility in accordance with the SDS and as otherwise approved.

5) Integrate systems into the constructed project as the government may utilize other sources to provide access control, network equipment, special purpose medical equipment etc. for the facility.

6) Coordinate for use of government furnished materials, and coordination with other contractors working onsite will be required. The government intends to use a third party Commissioning Agent in coordination with the contractor to fully implement building systems commissioning.

7) Demolish/dispose of existing facilities and abandoned infrastructure, complete all new site work and site utilities. Utility work will be coordinated with local providers. Historical preservation requirements will be adhered to by the contractor.

The project will be located on an active campus, and phased construction in coordination with existing operations and transition to the new facility operation will be required. Fast track opportunities to commence construction prior to design completion may be considered.

1.2. GENERAL OVERVIEW OF THE PROCUREMENT PROCESS

A. In Phase I of the two-phase design-build selection procedure, interested firms or joint venture entities (referred to as “offerors”) submit certain specified performance capability proposals, demonstrating their capability to successfully execute the design-build construction contract resulting from this solicitation. The Government will evaluate the performance capability proposals in accordance with the criteria described herein and will short-list no more than three

(3) of the Phase I offerors to compete for the design-build contract in Phase II. The evaluation method to be utilized for the Phase II evaluation is the tradeoff process per FAR 15.101-1. In Phase II, the short-listed offerors will submit proposals in accordance with Section M of the Phase II RFP.

B. Firms formally organized as design-build entities, design firms and construction contractors that have associated specifically for this project, consortia of firms or any other interested parties may submit proposals. Associations may be as joint ventures or as key team subcontractors.

Any legally organized Offeror may submit a proposal. To qualify for Phase II, the Offeror or Offeror’s subcontractor are required to have professional architects and engineers, registered in the appropriate technical disciplines as specified in FAR Contract Clause 52.236-5, “Requirements for Registration of Designers.” All designs must be under the direct supervision of appropriately licensed professionals for each discipline involved.

C. Phase I Evaluation Factors and Relative Importance: Qualifications will be evaluated in Phase I to determine no more than the three (3) most highly qualified Offerors. Each proposal will undergo a Technical Evaluation utilizing the Evaluation Factors as defined in PART 3 of this Phase I solicitation. Phase I does NOT involve a pricing submission or evaluation of price.

Location Factor Number

Description Relative Importance

Cover Letter N/A

Section 1 Factor 1 Specialized Experience 1st (Most Important Factor)

Section 2 Factor 2 Management Organization 2nd (Less important than Factor 1)

Section 3 Factor 3 Technical and Professional Qualifications 3rd (Less important than Factor 2)

Section 4 Factor 4 Past Performance 4th (Less important than Factor 3)

D. Intent for No Discussions: Offerors are hereby advised that the Government intends to evaluate

Phase I proposals and select the most highly qualified firms to proceed to Phase II without discussions or any contact with Offerors concerning the proposals received for Phase I. The Government reserves the right to contact Offerors and/or conduct discussions in Phase I if it is determined to be in the best interest of the Government.

E. Successful Offeror Incentive: No more than the three (3) most highly qualified offerors will be requested to submit proposals in accordance with the Phase II Request for Proposals. A stipend in the amount of $30,000.00 is anticipated to be awarded to Phase II Offerors not selected to offset direct costs associated with the preparation of a Phase II response.

PART 2 - SUBMITTAL REQUIREMENTS FOR PHASE I, INSTRUCTIONS TO OFFERORS

2.1. PHASE I REQUEST FOR QUALIFICATIONS

The technical proposal can be submitted any time prior to the due date, but shall be submitted by email only no later than Thursday, February 28, 2019, 12:00 PM CST to Jenny.Scroggins@ihs.gov and Erik.Lundstrom@ihs.gov. Each Section of the proposal shall be submitted as a separate PDF document. Each Section submission shall indicate the following on a cover page:

NAME OF OFFEROR, SECTION # (1,2, etc.)

FOR OFFICIAL USE ONLY

SOURCE SELECTION INFORMATION (FAR 3.104)

PHASE I PROPOSAL FOR HHSI02-19-R-0017

2.2. PROPOSAL REQUIREMENTS AND FORMATTING

Proposals shall be typewritten, with fonts no smaller than 11 points, 1/2" top, bottom and 1" side margins, single space, paginated, portrait mode on letter size paper; except charts and matrices may be displayed in landscape mode. Up to ten (10) pages of the proposal is allowed for landscape mode information. No hyperlinks or electronic media will be allowed or considered.

Phase I proposals shall consist of five (5) Sections, plus a cover page, as detailed below. Page numbering shall be sequential with each section or sequential with the proposal.

Failure to address any of the requirements herein may result in rejection of the offeror’s Phase I proposal.

2.3 TECHNICAL PROPOSAL COVER LETTER with the following information:

A. Identification of the business entity submitting the offer;

B. Name, Address, Telephone and Facsimile numbers of Offeror and email address;

C. DUNS Number and Cage Code of the Offeror

D. Name, telephone number, title and signature (and electronic addresses if available) of person(s) authorized to negotiate on the Offeror’s behalf with the Government in connection with this solicitation.

E. Name, title, and signature of person authorized to sign the proposal. Proposals signed by an agent shall be accompanied by evidence of that agent's authority, unless that evidence has been previously furnished to the issuing office.

F. Proof of Bonding Capacity: Required to assure that Offeror’s selected for Phase II will have the bonding capacity for both performance and payment bonds as required under the terms and conditions of this solicitation and resultant contract pursuant to FAR 52.228-15.

Each Offeror shall submit evidence from an approved corporate surety or an individual surety indicating a single and aggregate bonding capacity of the Offeror. Bonding capacity shall not be dependent on any teaming arrangement between prime and subcontractors. (For a listing of approved corporate sureties see website at https://www.fiscal.treasury.gov/fsreports/ref/suretyBnd/c570_a-z.htm). FAR 28.202 (Acceptability of corporate sureties) and FAR 28.203 (Acceptability of individual sureties) provide additional information regarding corporate and individual sureties. Also, see FAR 52.228-15 Performance and Payment Bond - Construction (b) (1), (2) for penal amounts.

Each Offeror shall submit a Surety Letter from its surety company on company letterhead mailto:Jenny.Scroggins@ihs.gov https://www.fiscal.treasury.gov/fsreports/ref/suretyBnd/c570_a-z.htm demonstrating the surety’s commitment to bond the Offeror at a minimum of $100 million. The Surety Letter shall Guarantee that the Offeror has the bonding capacity to perform the task based on the Offeror's own merit and that the capacity is not dependent on any teaming arrangement between prime and subcontractors. The Surety Letter shall also state the current credit rating of the Surety. No page limit.

G. Joint ventures, SBA Mentor – (If applicable) Protégé, or other teaming proposals shall clearly identify the roles and level of participation of each firm in the proposed work. If the primary offering firm is a Small Business, it shall include the Small Business Administration (SBA) approval of Small Business status of the offering business entity. Small Business Administration approval of Small Business status shall be included with Phase I proposal submission.

Joint Venture Agreement: (If applicable) (1) All offers submitted by joint ventures must include a copy of the joint venture agreement which fully discloses the legal identity of each member of the joint venture, the relationship between the members, the form of ownership of each member, and any limitations on liability or authority for each member. (2) An authorized representative of each member of the joint venture must sign the submission accompanying an offer regardless of any agency relationship established between the members. No page limit.

SBA Mentor – Protégé Agreement: (If applicable) If a business concern is contemplating an 8(a) Mentor-Protégé Joint Venture on this project, evidence shall be provided from the Offeror that the Mentor-Protégé Agreement has been submitted and approved by the Small Business Administration (SBA) by the closing date of Phase I submission. All Mentor-Protégé Joint Ventures must be in accordance with SBA requirements. Mentor-Protégé Joint Ventures applications must be approved by the Mentor-Protégé’s cognizant SBA office on or before the date that Phase I proposals are due. Failure to demonstrate SBA approval of the Mentor-Protégé Joint Venture with the Phase I proposal may result in rejection of the offer.

No page limit.

H. Certifications and Representations: Offeror’s Certifications and Representations will be obtained from the United States federal government’s System for Award Management (SAM) database.

The Offeror shall ensure information is current in SAM prior to the Phase I response due date.

Anomalies and inconsistencies found in the Offeror’s Certifications and Representations may result in deeming the Offeror’s Phase I proposal non-responsive.

I. Acknowledgement of all amendments issued. Acknowledgement can be stated in the cover letter or the SF30 of all amendments signed and submitted with this Section of the Phase I proposal.

J. A table of contents that identifies each of the four (4) Sections/Factors submitted.

PART 3 – TECHNICAL QUALIFICATION EVALUATION – PHASE I

3.0 TECHNICAL PROPOSAL

3.1 SECTION 1 – FACTOR 1 – SPECIALIZED EXPERIENCE

3.1.1 Submission Requirements:

A. The offeror shall document recent, relevant experience on similar projects, using Construction – Specialized Experience form – (Attachment 2), and Designer – Specialized Experience Form – (Attachment 3). Offerors may identify public, commercial and/or tribal projects that are similar to the instant requirement in size, scope and complexity. If the offeror is a joint venture, each firm shall provide information demonstrating experience relevant to their role on this project.

These attachments (2 and 3) are not required, but the same information must be presented.

The information provided for Factor 1, Specialized Experience, shall not exceed thirty (30) pages;

if more than thirty (30) pages are submitted, only the first thirty (30) pages will be evaluated.

B. All projects identified must be at least 75% complete, or have been completed within the last seven (7) years from the proposal due date. If any firm has multiple functions or divisions, limit the projects identified to those performed by the division or unit being proposed as part of the Design-Build team for this offer. Clearly identify the role of each firm as the primary design or construction entity for the relevant projects submitted under this Factor, and whether the project was a design-build project completed under a single contract or a design bid build construction project completed under multiple contracts. It is preferred the design and construction firm have completed at least one (1) relevant project together as the prime design-build team within the last seven (7) years.

C. “Relevant” is defined as projects similar to the project in this solicitation in scope, size, magnitude and complexity and that have a logical connection with the requirements of this solicitation.

D. The Offeror shall submit no more than six (6) projects (total) for projects at least 75% complete as of the date of Phase I proposal submission or completed projects similar to the size, scope and complexity as described in Paragraph 1.1.B in Part 1, above.

E. If not defined in the six (6) projects examples provided under this Factor 1, the following information in paragraphs 1) through 10), below, shall be demonstrated in a narrative format.

Incorporating or highlighting the information requested under paragraphs 1) through 10), below into the six (6) project examples provided under this Factor 1 will be weighed more favorably than providing the information not related to the six (6) project examples provided under this Factor 1. Any project discussed shall be similar in size, scope and complexity to the instant requirement or the information may not be considered as part of this Phase I evaluation. Failure to address paragraphs 1) through 9) below may result in an incomplete submission and rejection of offer.

1) Teaming & Design-Build Experience: The offeror should describe any relevant previous teaming and design-build experience between current team members.

2) LEED & Sustainability Experience: Describe team members’ experience on LEED projects and incorporating sustainability. The firm(s) preparing the design must demonstrate qualifications and experience in sustainable design and development. Describe project experience on projects that have achieved US Green Building Council’s LEED certification or were certifiable at LEED Silver or better or project experience on completed design-build projects that were validated as having achieving LEED silver rating for an acceptable rating.

The Prime contractor and the DOR shall demonstrate qualifications and experience on LEED.

3) Building Information Modeling (BIM) Experience: The offeror shall describe previous relevant design experience using Building Information Modeling (BIM). The design firm shall provide detailed description of the use and resulting benefits of integrating all disciplines into BIM documents and a design model. DOR shall demonstrate qualifications and experience using BIM.

4) Provision of Furniture, Fixtures and Equipment (FFE) Experience: The offeror shall describe previous relevant experience organizing, managing and incorporating FFE for a complete outfitting and startup of a medical facility.

5) Incorporating Government Furnished Materials and Equipment Experience: The offeror shall describe previous relevant experience organizing, managing and incorporating government furnished materials and equipment.

6) Coordination with Local Utility Providers Experience: The offeror shall describe previous relevant experience organizing, managing and coordinating with local utility providers to renovate and/or expand existing services.

7) Site Development: The offeror shall describe previous relevant experience in site development for an existing facility, to include phasing and demolition.

8) Incorporation of Cultural Values: The offeror shall describe previous relevant experience incorporating cultural values into the design and/or construction of a relevant facility.

9) Small Business and Indian Preference: For each project example provided under this Factor, the offeror shall provide the extent of participation of Small Businesses [specifically small business, certified 8(a), certified HUBZone, and Service-Disabled Veteran-Owned Small Business (SDVOSB)], woman-owned small business (WOSB), and minority institutions in the proposed contract team, particularly Native American Owned firms.

10) Location and Weather: The offer shall describe previous relevant experience in working on project(s) with a similar location and weather conditions.

F. Reference Project Tables: Reference project tables shall be submitted for up to six (6) project examples demonstrating relevant construction and design experience. Each element identified in the tables shall be completed for each submitted project. The offeror shall annotate whether they were the design-builder, prime construction contractor, or designer of record for the project. Only projects where the offeror was the design builder, prime construction contractor, or designer of record shall be evaluated as part of this Phase I proposal.

1) For Construction Experience: In addition to the requirements above, only those projects for which the Offeror was the Prime Contractor shall be submitted. Offerors shall explain how the information provided is relevant and similar in size, scope and complexity to the proposed acquisition. The projects selected shall clearly demonstrate the design and construction capabilities of the Offeror.

For each project, provide project specific information using the Table 1 format (Attachment 0). While this table format is not required, all information must be presented in the proposal that is listed in Table 1.

2) For Design Experience: In addition to the requirements above, only those projects for which the Designer was the Designer of Record shall be submitted. Offerors shall explain how the information provided is relevant and similar in size, scope and complexity to the proposed acquisition. The projects selected shall clearly demonstrate the design capabilities of the Offeror.

For each project, provide project specific information using the Table 1 format (Attachment 0). While this table format is not required, all information must be presented in the proposal that is listed in Table 1.

3) Supplemental Narrative: (Not required/Optional) The offeror may provide a supplemental narrative (not project lists), not to exceed two (2) pages, explaining how any corporate experience that is not directly related to the specific projects submitted is applicable to this project and how project risk will be mitigated and the Government will benefit.

3.1.2 FACTOR 1 EVALUATION CRITERIA:

A. The Government will evaluate the extent of recent, relevant experience of the offeror (prime contractor and design firm) in design, construction or design-build, relative to their role on this project. The Government may place greater importance on projects performed as a prime contractor than as a subcontractor, depending upon overall role and relevancy considerations.

Federal Government project experience will not necessarily be rated more favorably than non- Federal Government project experience. All requirements for Factor 1 shall be met by the closing date of Phase I submission.

B. Relevant design build projects shall be weighted more heavily than relevant independent design or relevant independent construction projects for purposes of specialized experience.

C. Offerors that demonstrate more recent and relevant experience shall be rated more favorably.

D. For evaluation purposes, subparagraphs 1) through 10) under Paragraph 3.1.1.E, above, are equal in importance and in no particular order.

E. The Government reserves the right to verify the experience record of the offeror for any cited projects or any other recent projects for which the offeror was a participant. The Government may check any or all cited references to verify supplied information.

3.2 SECTION 2 – FACTOR 2 – MANAGEMENT ORGANIZATION

3.2.1 SUBMISSION REQUIREMENTS:

A. Provide information that describes the offeror’s management organization and intended technical approach to execute the design-build contract as described in Paragraph 1.1.B in Part 1, above. All nine (9) areas under Organization (subparagraphs 1) through 9)) below must be addressed in the Phase I proposal. The information provided for this Factor 2, Management Organization approach, shall not exceed twenty (20) pages; if more than twenty (20) pages are submitted, only the first twenty (20) will be evaluated. Clearly and concisely describe the organizational and technical approach to project management and execution.

B. Organization: Describe which firms, firms’ resources, the firms’ relative roles and responsibilities and any contractual arrangements that have been established to constitute the offeror’s design-build team. Clearly describe any teaming or joint venture arrangements, including a clear description of each firm’s roles and responsibilities on the project. The Offeror shall document teaming arrangements with its design firm(s) (see Attachment 6 as a guide) if the design is not self-performed as a part of the prime. A copy of the teaming or joint venture agreement(s) may be appended to the plan (not included in the page limitation). The proposal shall:

1) Include a simple organizational chart, illustrating the organization, including the proposed quality control group(s). Clearly distinguish contractor (Prime/Sub, etc) relationship/affiliations.

2) Present a matrix of responsibilities for each firm in executing the key work breakdown structure activities of the project, including design and construction activities for each major feature (i.e., site work, utilities and each building).

3) Identify the design firm(s) chosen for the project, if not to be self-performed.

4) Describe the proposed management structure for the team, describing how the design and construction process will be managed and the authorities and the delegations of authority within the team.

5) Describe the design team management and quality control plan for the design process and completed design documents. Seamless coordination is essential during design phase.

6) Describe the construction team management and quality control plan for the construction of proposed facilities, site improvements and utility coordination.

7) Describe how equipment is procured and how FFE will be managed throughout the project.

8) Describe facility startup, turnover, warranty period, and contract closeout process.

9) Describe the plan for demolition and site restoration for an active campus.

3.2.2 FACTOR 2 EVALUATION CRITERIA:

A. The Government will evaluate the strengths, weaknesses and any deficiencies in the management organization. All requirements for Factor 2 shall be met by the closing date of Phase I submission.

B. The Government will evaluate clarity and strength of the overall organization, the structure and staffing to execute the entire scope of work. The Offeror is required to select and commit to design firms to achieve an “acceptable” rating and is preferred to have completed with that design firm (or currently be 75% complete) on a previous project submitted within the last seven

(7) years of the due date of Phase I proposals. Joint venture participant’s contribution to the organization should be commensurate with their skills and background.

C. For evaluation purposes, subparagraphs 1) through 9) under Paragraph 3.2.1.B, above, are equal in importance and in no particular order.

3.3 SECTION 3 – FACTOR 3 – TECHNICAL AND PROFESSIONAL QUALIFICATIONS

3.3.1 SUBMISSION REQUIREMENTS:

A. Provide information that describes the offeror’s technical and professional qualifications to successfully execute the design-build contract in Paragraph 1.1.B in Part 1, above. All four (4) key personnel below (paragraphs a through d, below) must be addressed in the Phase I proposal. The information provided for this Factor 3, Technical and Professional Qualifications approach, shall not exceed thirty (30) pages; if more than thirty (30) pages are submitted, only the first thirty (30) will be evaluated. Clearly and concisely describe the technical and professional qualifications. The thirty (30) page limit does include resumes submitted for key personnel identified below.

1) Include a key personnel organization chart that clearly depicts the key positions and the names of the personnel, their firm affiliations and their job locations, their job/position title within the organization, highlighting the key personnel positions listed in Factor 3, below.

The key personnel organization chart shall be consistent with the corporate organization chart, with the matrix of responsibilities assigned to the D-B team firms, and with the list of key personnel to be provided as described below.

2) For each person provide a brief resume, using the Key Personnel Resume forms (Attachment

4) as a guide.

3) Provide a consolidated list of key personnel with name, position title and description of project responsibility for each.

4) Include key designers, whether employed by the prime or by a design subcontractor.

5) Key Project Personnel Capabilities and Experience: (Included in the thirty (30) page count limit above.) The following Key Personnel are required:

a. (Prime) Project Manager. This individual shall have a minimum of five (5) years of experience in projects of similar size, scope and complexity in facility design and the construction industry. The Project Manager shall be responsible for the overall management and coordination of the contract and shall be the central point of contact with the Government for performance of all work under the contract including warranty requirements. They shall have an intimate working knowledge of the project requirements and design and construction issues. The Project Manager shall oversee delivery accomplishment, administer all instructions, and answer all questions from the Contracting Officer and Contracting Officer Representative during the life of the contract. The Project Manager shall be responsible for ensuring that adequate internal controls and review procedures are followed in order to eliminate conflicts, errors and omissions and for ensuring that all technical requirements are met.

b. Architect of Record. This individual shall have a minimum of five (5) years of experience in projects of similar size, scope and complexity in facility design and the construction industry, and a minimum of ten (10) years in the general industry. They shall have performed in the capacity as “Architect of Record” for a minimum of five (5) years. They shall be an expert design professional, knowledgeable and experienced in project sequencing. This individual shall also have a demonstrated, relevant, understanding of and experience in codes, criteria, guidelines, and standards related to their discipline.

The individual shall have a complete understanding of their disciplines, specifically:

Architectural systems design & installation, building envelope, doors, windows, acoustical properties, and their interface with other systems. All designers of record shall be registered in accordance with contract clause: FAR 52.236-25, Requirements for Registration of Designers.

c. Project Site Superintendent. This person shall have a minimum of ten (10) years of experience in construction contracts. This person shall have at least five (5) years’ overall construction experience as a Project Superintendent. The contractor will ensure that a competent superintendent is on site at all times. They should be directly overseeing all work to include subcontractors, safety, and quality control. They are responsible to ensure all labor and safety requirements are complied with and ensure the work site is cleaned each work day. All communications concerning day-to-day workmanship on the project is the responsibility of the superintendent who has the necessary authority to act for the Contractor. This position may be “dual hatted” with the SSHO position.

d. Safety Representative (Site Safety Health Officer (SSHO). This individual shall have a minimum of five (5) years’ experience being directly responsible for the safety program and site safety and shall be knowledgeable in all Federal and State safety requirements.

The minimum required training is the 30 Hour Outreach Training program for the construction industry complying with OSHA 29 CFR 1926. Proof of completion shall be included with the resume and proposal. Site activities may pose safety hazards, which require specialized expertise to effectively address and eliminate. The Contractor shall be responsible for preparing and implementing an effective safety and health program that includes a generic site safety and health plan. This position may be “dual hatted” with the Superintendent position.

6) Provide unequivocal letters of commitment from all proposed key personnel not currently employed by the team members. Use the form letter (Attachment 5) as a guide. (Not included in page limit)

3.3.2 FACTOR 3 EVALUATION CRITERIA:

A. The Government will evaluate the strengths, weaknesses and any deficiencies in the technical and professional qualifications to successfully execute the project. All requirements for Factor 3 shall be met by the closing date of Phase I submission.

3.4 SECTION 4 – FACTOR 4 – PAST PERFORMANCE

3.4.1 SUBMISSION REQUIREMENTS:

A. In accordance with FAR 42.1503(e), past performance will be evaluated using the Past Performance Information Retrieval System (PPIRS). If no relevant past performance history is available for your DUNS number in PPIRS, you may choose to utilize the attached Customer Satisfaction Survey/ Past Performance Questionnaire (PPQ) (Attachment 1) which will be used for evaluation. Projects submitted under Factor 1 shall also include consideration under this Factor by either a PPQ submission or information obtained in PPIRS. The Government will only evaluate up to ten (10) Customer Satisfaction Surveys/Past Performance Questionnaires (PPQs) combined for prime contractor and, the design firm(s). Government databases will be checked and previous customers and/or evaluators may be contacted as references or verification of performance. All performance ratings shall be considered for contracts of similar size, scope and complexity that are either ongoing or have been completed within the past seven (7) years from the date proposals are due. The Government reserves the right to evaluate past performance information on proposals submitted in response to this Phase I solicitation from any available source.

1) All projects submitted on a Customer Satisfaction Survey/Past Performance Questionnaire (PPQ) must be at least 75% construction progress complete or completed within seven (7) years preceding the date Phase I proposals are due. The PPQ included in the solicitation is provided for the offeror, or its team members, to submit to the client for each project the offeror includes in its proposal for Factor 1, Specialized Experience. Ensure correct phone numbers and email addresses are provided for the client point of contact. Completed Customer Satisfaction Surveys/Past Performance Questionnaires (PPQs) should be submitted with your proposal, but are not required. Offerors should follow-up with clients/references to ensure timely submittal of questionnaires. If the client requests, questionnaires may be submitted directly to the Government’s point of contacts, Jenny.Scroggins@ihs.gov and Erik.Lundstrom@ihs.gov via email prior to proposal closing date. Offerors shall not incorporate by reference into their proposal PPQs previously submitted for other RFPs. This does not preclude the Government from utilizing previously submitted PPQ information in the past performance evaluation. While the Government may elect to consider data from any and all other sources, the burden of providing detailed, current, accurate and complete past performance information rests with the offeror.

3.4.2 FACTOR 4 EVALUATION CRITERIA:

A. The Government will evaluate the strengths, weaknesses and any deficiencies in the past performance to determine the successfulness of the D-B team to execute the project and in the D-B team’s ability to supply the products and services that meet a user’s needs and the degree of success of the D-B team's recent (turned over within seven (7) years preceding the date of this solicitation or at least 75% complete), relevant experience. This is based on a demonstrated record of performance.

B. If any firm has multiple functions or divisions, the Government will only evaluate past performance of the division or unit submitting the offer or by the team member.

Owners/references may be asked to comment on items such as quality of design or construction, timeliness, management of the work, subcontractor management (including timely payment to subs or suppliers), safety, relations between owner and designer or contractor, level of support for such things as as-built documentation, O&M manuals, training, correcting design or construction errors, warranty work, etc. (see Attachment 1). The Government will target areas covered in the requirements of this proposal including records of conforming to quality, schedule, cost control, customer satisfaction, level of support for such things as as-built documentation, O&M manuals, training, problem resolution for design or construction errors, warranty work, and safety.

C. The Government places a higher value on projects which document successful outcomes and are supported by outside source confirmation. The Government also places a higher value on projects which provided particularly difficult or unique challenges and the innovative methods the contractor used to resolve problems successfully. Lastly, the Government places a higher value on the more recent and relevant the past performance.

D. Each entity (firm) will be rated on its own performance. An entity may not establish past performance based on the past performance of its proposed key personnel, apart from that of the entity.

NOTE: In the case of an offeror without a record of relevant past performance, or for whom information on past performance is not available, or so sparse that no meaningful past performance rating can be reasonably assigned, the offeror will not be evaluated favorably or unfavorably on past performance (see FAR 15.305 (a)(2)(iv)). Therefore, the offeror shall be determined to have unknown or neutral past performance.

mailto:Jenny.Scroggins@ihs.gov

4.0 PHASE I EVALUATION PROCEDURES

4.1 PHASE I OVERALL RATING: In addition to individual factor ratings, the Government will assign an overall rating for the Phase I proposal.

4.2 PHASE I EVALUATION PROCEDURES

A. The evaluation of proposals received in response to this solicitation will be based on the content of the proposal, proposal corrections and any relevant information obtained from other sources, (e.g. past performance information), and shall be evaluated in accordance with the evaluation criteria specified in this solicitation. The Government will not consider any proposal incorporated by reference, except as expressly allowed by this solicitation.

4.3 EVALUATION

A. Offerors are cautioned to put forth their best efforts for the Phase I submission, and to furnish all information clearly to allow the Government to determine their performance capability. The Government does not intend to develop a competitive range or conduct discussions with Phase I offerors. Offerors should not assume that they will have an opportunity to clarify or correct anything in their proposal after submitting it in response to this Phase I solicitation.

B. Each proposal will be evaluated in accordance with the specified evaluation criteria identified in this Phase I solicitation. After all proposals are evaluated and assigned ratings, the Government will compare the ratings and relative advantages and disadvantages of proposals against each other in order to determine which Offerors are the most highly qualified under Phase I to short-list for participation in Phase II.

C. The Government reserves the right to allow proposal corrections or clarifications, if deemed necessary to determine the most highly qualified offerors.

D. The Contracting Officer, independently exercising prudent business judgment, will select no more than three (3) of the most highly qualified offerors to short-list for Phase II.

4.4 RATING SYSTEM

A. Rating System: After listing proposal strengths, weaknesses and deficiencies, the government will assign an adjective rating of “Exceptional”, “Very Good”, “Satisfactory”, “Marginal”, or “Unsatisfactory” to each factor. After all factors are rated, an overall rating of “Exceptional”, “Very Good”, “Satisfactory”, “Marginal”, or “Unsatisfactory” shall be assigned to each proposal.

PART 4 – PHASE II PROPOSAL SUMMARY (FOR INFORMATION ONLY)

IMPORTANT NOTICE

************DO NOT RESPOND TO THIS SECTION BELOW***********

THIS SECTION IS PROVIDED FOR INFORMATION ONLY.

PHASE II RFP WILL BE ISSUED TO THE MOST HIGHLY QUALIFIED OFFERORS (NO MORE

THAN THREE) SELECTED AS A RESULT OF THIS PHASE I EVALUATION.

THE FOLLOWING TECHNICAL FACTORS ARE GIVEN FOR INFORMATION ONLY IN ACCORDANCE WITH

FAR 36.303-1.

DO NOT RESPOND TO THESE PHASE II TECHNICAL FACTORS AS PART OF THE PHASE I PROPOSAL.

4.1. BASIS OF AWARD, PHASE II

A maximum of three (3) Offerors will advance to Phase II. Phase II evaluation shall be based on the Offeror’s technical proposal and price proposal in accordance with the Best Value Continuum tradeoff process (FAR 15.101-1). The Government will award to the Offeror where the expected outcome of the acquisition in the Government’s estimation provides the best value in response to the terms and conditions included in the Phase II solicitation. Contract award shall be made after review and evaluation of the Phase II proposals.

4.2. PHASE II TECHNICAL PROPOSAL EVALUATION FACTORS

The Phase II Technical Evaluation factors are listed below and will be adjectively rated. These factors, when combined, will be evaluated as approximately equal to price.

Phase II Technical Evaluation factors will include:

Factor 1: Design Technical: Detailed Technical Approach for Design and Construction

Subfactor 1: Design Quality

Subfactor 2: Energy Efficiency

Subfactor 3: Overall Aesthetics

Factor 2: Proposed Contract Duration, Summary Schedule, and Project Management Narrative

Subfactor 1: Duration and Summary Schedule

Subfactor 2: Project Management Narrative

Factor 3: Small Business Utilization, Indian Preference and Compliance

Factor 4: Phase I Rating.

PART 5 – PHASE I ATTACHMENTS

5.1. LIST OF ATTACHMENTS

Attachment 0 – Table 1, Construction and Design Experience Form

Attachment 1 – Past Performance Questionnaire (Form PPQ-0)

Attachment 2 – Specialized Experience Form, Construction

Attachment 3 – Specialized Experience Form, Design Firm

Attachment 4 – Key Personnel Resume Form

Attachment 5 – Letter of Commitment (Key Personnel)

Attachment 6 – Teaming Arrangement Form