LBE_Consultant_Request_for_Proposal_Presidio_Highlands.pdf

Presidio Highlands Phase 1 : LBE Consultant Request for Proposal

OWNER:

Laurel Heights Partners LLC 150 Post Street, Suite 320 San Francisco, CA 94108

OWNER’S PROJECT MANAGERS:

Casey Hession (Point of Contact) e-mail: chession@pradogroup.com phone: 925-997-5090

PROJECT NAME: Presidio Highlands

PROJECT LOCATION: 3333 California Street, San Francisco CA

Project Overview

Prado Group ("Owner"), in partnership with Suffolk Construction ("General Contractor"), is seeking proposals from qualified firms to provide Local Business Enterprise (LBE) Liaison Services for the Presidio Highlands Phase 1 development at 3333 California Street.

The intent is to retain one LBE Liaison consultant that serves both Owner and Contractor throughout design, procurement and construction while maintaining clear reporting responsibilities and avoiding duplication of effort.

The consultant will contract separately with Owner and Contractor under coordinated scopes of work (Scopes A and B below)

RFP Due: Friday, July 24, 5:00pm

Proposal Submission Requirements: Please submit your proposal in PDF form including firm qualifications, relevant experience, staffing, approach, fee proposal, and references

Scope A – Owner Contract

The Owner contract focuses on overall LBE strategy, stakeholder management, policy compliance, and project oversight.

1. Program Development

• Develop overall LBE Participation Plan

• Develop project outreach strategy

• Develop outreach calendar

• Establish Good Faith Effort framework

• Develop project-specific documentation standards

• Develop reporting templates

• Prepare LBE participation metrics and KPIs

Deliverables

• LBE Participation Plan

• Outreach Plan

• Roles & Responsibilities Matrix

• Reporting Templates

2. Stakeholder Coordination

Serve as Owner representative with:

• LBE Advisory Committee

• Office of Economic & Workforce Development

• Contract Monitoring Division

• Community organizations

• Local trade associations

• Workforce organizations

Responsibilities include:

• presentation materials

• meeting coordination

• meeting attendance

• responses to stakeholder questions

• political/community issue management

3. Owner Oversight

Monitor overall compliance by:

• reviewing contractor outreach

• reviewing contractor reports

• identifying participation risks

• recommending corrective actions

• advising Owner leadership

The consultant shall not replace Contractor reporting obligations.

4. Communications

Prepare

• website content

• FAQs

• outreach materials

• presentations

• community updates

• LBEAC updates

5. Strategic Reporting

Provide monthly reports including

• outreach summary

• participation status

• risks

• upcoming bid packages

• stakeholder issues

Scope B – Contractor Contract

The Contractor contract supports execution of the Contractor's contractual LBE obligations.

1. Procurement Outreach

Coordinate outreach for all bid packages.

Responsibilities include

• identifying qualified LBEs

• targeted trade outreach

• maintaining bidder lists

• organizing matchmaking sessions

• coordinating pre-bid meetings

• assisting with BuildingConnected invitations

2. Bid Support

Assist LBEs with

• understanding bid opportunities

• prequalification

• insurance questions

• bonding resources

• schedule requirements

• procurement process

3. Compliance Documentation

Support Suffolk with preparation of

• Good Faith Effort documentation

• outreach logs

• attendance logs

• bidder tracking

• participation reports

• CMD documentation

4. Construction Phase Support

Coordinate with Suffolk during construction by

• monitoring LBE participation

• tracking subcontractor utilization

• identifying participation shortfalls

• assisting with replacement outreach if necessary

• attending coordination meetings

5. LBE Assistance

Serve as first point of contact for LBEs regarding

• participation

• questions

• procurement

• reporting requirements

• issue resolution

Shared Scope (Single Consultant)

These activities should be performed once on behalf of both Owner and Contractor.

Outreach Database

Maintain one shared database containing

• interested LBEs

• certifications

• trade categories

• outreach history

• bid participation

• awarded work

Opportunity Calendar

Maintain one project-wide calendar identifying

• anticipated bid packages

• procurement schedule

• outreach events

• networking events

• prequalification deadlines

Public Workshops

Plan and execute

• outreach events

• networking events

• contractor information sessions

• LBE workshops

Monthly Coordination Meeting

Attend monthly meeting with Prado, Suffolk, LBE Liaison

Agenda to include

• upcoming procurement

• participation

• issues

• outreach

• corrective actions

Tracking Dashboard

Develop one dashboard tracking

• outreach activities

• certified firms contacted

• firms prequalified

• bids received

• contracts awarded

• participation by trade

• overall LBE percentage

• upcoming opportunities

End of RFP