24R2522 AE Commissioning Synopsis.pdf

N40085-24-R-2522 INDEFINITE DELIVERY/INDEFINITE QUANTITY CONTRACT FOR ENGINEERING

SERVICES FOR TOTAL BUILDING COMMISSIONING SERVICES FOR NAVFAC MIDLANT AREA OF

RESPONSIBILITY (AOR)

Revised Sep 2022

N40085-24-R-2522 INDEFINITE DELIVERY/INDEFINITE QUANTITY CONTRACT FOR

ENGINEERING SERVICES FOR TOTAL BUILDING COMMISSIONING SERVICES FOR NAVFAC

MIDLANT AREA OF RESPONSIBILITY (AOR). Description: ALL INFORMATION NEEDED FOR

INTERESTED PARTIES TO SUBMIT A STANDARD FORM SF 330, ARCHITECT ENGINEER

QUALIFICATIONS IS CONTAINED HEREIN. THERE IS NO SEPARATE REQUEST FOR

PROPOSALS (RFP) PACKAGE TO DOWNLOAD.

This procurement will result in one Indefinite Delivery/Indefinite Quantity (IDIQ) contract for Total Building Commissioning services for various types, size, and complexity buildings in the entire NAVFAC Mid-Atlantic AOR which includes the states of Virginia, North Carolina, South Carolina, Delaware, Pennsylvania, New Jersey, New York, Connecticut, Rhode Island, Massachusetts New Hampshire, Maine, West Virginia, Michigan, Indiana and Illinois. These services will be procured in accordance with 40 USC Chapter 11, Selection of Architects and Engineers, as implemented by FAR Subpart 36.6. The IDIQ contract will be for a base period of one year and four one-year option periods (if exercised). The total fee for the contract term shall not exceed $95,000,000. The guaranteed minimum for the contract term (including option years) is $5,000. Firm-fixed price task orders will be negotiated for this contract. There will be no dollar limit per task order and no dollar limit per year. Estimated start date is January 2025.

This proposed contract is being solicited as a total small business set aside. The Small Business size standard classification is North American Industrial Classification System (NAICS) Code 541330 – Engineering Services. The Government seeks the most highly qualified firm to perform the required services, based on the demonstrated competence and qualifications, in accordance with the selection criteria.

The market research study for N4008524R2522 conducted by NAVFAC MIDLANT included an assessment of relevant qualifications and capabilities of potentially qualified firms. As a result of the market research analysis, a determination was made to set aside this procurement as approved by NAVFAC MIDLANT SBA and solicit this procurement as a total small business set aside. The NAVFAC MIDLANT small business office concurs with this decision.

The type of Services expected to be performed under this contract are Total Building Commissioning Services in accordance with ASHRAE. Standard 90.1, ASHRAE Standard 189.1 and International Green Construction Code (IgCC). It also includes commissioning services in accordance with NAVFAC Instruction 3960.1 and requirements of sustainability TPC (Third Party Certification).

All contractors are advised that a Unique Entity Identifier is required prior to award. Contract must complete the registration in System for Award Management (SAM) Database by selecting “Entity Information”. Failure to register in the SAM Database may render your firm ineligible for award. For more information, check the SAM Web site (https://www.sam.gov) Entity Information section.

The awarded contract will be subject to specific provisions addressing the avoidance of organizational conflicts of interest. The prime firm for this contract will be required to perform throughout the contract term.

Interviews may be scheduled with firms slated as the most highly qualified. Firms slated for interviews may be asked to clarify information contained in the SF330 submittal. Elaborate presentations are not desired.

RESPONSIBILITY (AOR)

Revised Sep 2022

SELECTION CRITERIA:

Firms responding to this synopsis will be evaluated to determine the most highly qualified firms to perform the required services in accordance with the published selection criteria. Failure to comply with instructions, or to provide complete information may affect the firm’s evaluation or disqualify the firm from further consideration. Relative order of selection criteria is in descending order of importance and the Criteria 7 - Volume of work shall serve as a tiebreaker.) Specific selection criteria include:

1. Specialized Experience

2. Professional Qualifications

3. Past Performance

4. Quality Control

5. Capacity and Program Management

6. Firm Location

7. Volume of Work

Criterion 1 - Specialized Experience (SF330, Part I, Section F): Firms will be evaluated on specialized experience in performance of services similar to those anticipated under this contract through evaluation of experience in:

1. Total Building Commissioning Services for New Construction or Addition

2. Total Building Commissioning Services for Major Renovation Projects including replacement of

HVAC systems and at least one other systems category such as lighting and /or energy upgrade of building envelope.

3. Total Building Commissioning Services for all aspects of Design and Construction Phases including pre-design + design and construction + post construction (warranty) phase.

4. Total Building Commissioning services for various system categories including HVAC systems, plumbing systems, utility systems, electrical systems, building envelope systems, components and assemblies of renewable energy systems. Each project does not need to include all of these systems but the submitted projects must demonstrate experience in at least three of these systems cumulatively.

5. Experience in providing Commissioning services for Design-Bid-Build

6. Experience applying sustainability concepts through commissioning activities. Sustainability concepts should be applied in accordance with the Federal Guiding Principles and recognized Sustainability Third Party Certification compliance path such as Green Globes and LEED.

Firms may be considered more favorably by demonstrating the following:

1. Commissioning Experience for all phases on a single project.

2. Commissioning Experience with large Government or Institutional Facilities.

3. Commissioning Experience with buildings located within coastal regions of ASHRAE climate zones 3A and 4A

4. For Joint Venture firms, projects performed as a joint venture.

5. Commissioning Experience of the Firm submitting the SF330 or by the JV entity over experience of the Joint Venture Firm.

6. Commissioning Experience for projects subject to Sustainability Third Party Certification compliance.

7. Commissioning Experience with projects of greater complexity.

Submission requirements: Provide a maximum of seven (7) completed (design and construction complete) within the past Ten (10) years immediately preceding the date of issuance of this notice that

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Revised Sep 2022 best demonstrate specialized experience of the proposed team in the areas outlined above. Sufficient information to determine the date of completion (construction completion date) of the project must be included in the project description or the project will not be considered.

At least one project shall be for an Institutional or Government Building and have the final construction cost of at least $50M.

At least one submitted projects for commissioning services for new construction or addition project that includes at least three building systems categories: HVAC systems, plumbing systems, utility systems, electrical systems, building envelope systems, components and assemblies of renewable energy systems.

At least one major renovation project including replacement of HVAC systems and at least one other systems category such as lighting and /or energy upgrade of building envelope.

Commissioning must be complete through Post-Construction (Warranty) Phase for at least one submitted project.

If more than the maximum number of projects are submitted, the Government will only evaluate projects up to the maximum number authorized in the order submitted.

Provide two completed Functional Performance Test (FPT) checklists for chilled water systems that have been written and observed by the proposing firm. One FPT checklist must include air-cooled chiller(s) and the second must include water-cooled chiller(s). Each FPT checklist must include major system components, including, but not limited to, at least two chillers, at least two primary pumps, at least two secondary variable-flow distribution pumps, minimum flow control valve as applicable, cooling towers as applicable, and associated controls featuring equipment staging and duty status rotation.

Provide two completed Functional Performance Test (FPT) checklists that have been written and observed by the proposing firm, selected from any two of the following Electrical System Categories:

Communications, Lighting, Security systems, and Individual Energy Monitoring (at least two systems) of Total Electrical Energy consumed by any HVAC systems, Lighting systems, and/or Receptacle circuits.

All projects provided in the SF330 must be completed by the team members proposed to manage and perform work under this contract. Projects not meeting this requirement will be excluded from consideration in the evaluation. To enable verification, firms should include the Unique Entity Identifier number along with each firm name in the SF330 Part 1, Section F, block 25, “Firm Name” Include a contract number or project identification number in block 21. Include an e-mail address and phone number for the point of contact in block 23(c). In block 24, include in the project description the contract period of performance, award contract value, current contract value, and a summary of the work performed that demonstrates relevance to specialized experience as outlined above. For projects performed as a subcontractor or a joint venture involving different partners, specifically indicate the type of commissioning work performed by those firms proposed for this contract. Identify the specific roles and responsibilities performed on the project by the proposed team members. If the project description does not clearly delineate the type, phase and scope of commissioning work performed by the entity/entities offering/teaming on this contract, the project could be eliminated from consideration.

NOTE: If the firm is a joint venture, projects performed by the joint venture should be submitted;

however, if there are no projects performed by the joint venture, projects may be submitted for either joint venture partner but, not to exceed a total of seven (7) projects. Projects on which these services were performed by subcontractors, or projects performed by proposed subcontractors and submitted under this Criterion as experience will not be considered.

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Revised Sep 2022

Projects shall be submitted on the SF-330 at Part I, Section F and shall be completed projects. Projects not completed will be excluded from evaluation consideration. For submission purposes, a task order on an IDIQ contract is considered a project, as is a stand-alone contract award. Do not submit an IDIQ contract as an example project. Instead, submit relevant task orders or stand-alone contract awards that fit within the definition above. The Government will not evaluate information provided for an IDIQ contract. Examples of project work submitted that do not conform to this requirement will not be evaluated.

All information for Criterion 1 should be submitted in the SF330, Part I, Section F. The Government WILL NOT consider information submitted in addition to Part 1, Section F in evaluation of Criterion 1.

Criterion 2 - Professional Qualifications (SF330, Part I, Sections E & G): Firms will be evaluated on professional qualifications, competence, and experience of the proposed key personnel in providing services to accomplish the tasks required under this contract, including participation in example projects as outlined in the SF330, Part 1, Section G.

Commissioning Firm Certifications: The Commissioning Firm must be certified in commissioning by either the AABC Commissioning Group (ACG), the Association of Energy Engineers (AEE), the Building Commissioning Association (BCA), the International Certification Board/Testing, Adjusting, and Balancing Bureau (ICB/TABB), or the National Environmental Balancing Bureau (NEBB). The Commissioning Firm may employ a commissioning professional certified by either American Society of Heating, Refrigeration, and Air Conditioning Engineers (ASHRAE) as required in item entitled "Mechanical Technical Commissioning Specialist" in paragraph COMMISSIONING FIRM AND COMMISSIONING SPECIALISTS CERTIFICATION or the University of Wisconsin-Madison as an alternative to certification of the Commissioning Firm.

The Commissioning Firm must be certified in all systems to be commissioned to the extent such certifications are available from the certifying body. Describe any lapses in certification or disciplinary action taken by the certifying body against the proposed Commissioning Firm or CxC in detail. Any firm or commissioning professional that has been the subject of disciplinary action by the certifying body within the five years preceding contract award is not eligible to perform any activities related to commissioning.

Certifications of Key Personnel: Key personnel are individuals who will have major contract or project management responsibilities and/or will provide unusual or unique expertise. Specific disciplines that must be included in key personnel are Lead Commissioning Specialists and Commissioning Specialists certified to provide commissioning services for various building systems and at all phases of commissioning services.

The Lead Commissioning Specialist must have at least five years of commissioning experience including at least with two projects of similar size and complexity to be awarded under this IDIQ contract. The CxC must be certified as either an ACG Certified Commissioning Authority (CxA), an AEE Certified Building Commissioning Professional (CBCP), an ASHRAE Commissioning Process Management Professional (CPMP), a BCA Certified Commissioning Professional (CCP), an ICB/TABB Certified Commissioning Supervisor, a NEBB Certified Commissioning Process Provider (CxPP), or a University of Wisconsin- Madison Qualified.

Mechanical Commissioning Specialists (CxM’s) must have at least five years of experience in Commissioning of mechanical systems, including two projects of similar size and complexity and must be

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Revised Sep 2022 certified by either ACG, AEE, ASHRAE, BCA, ICB/TABB, NEBB, or the University of Wisconsin- Madison.

Medical Gas Commissioning Specialists (CxMG’s) must have at least five years of experience in Commissioning of medical gas systems, including two projects of similar size and complexity and must be certified in accordance with the Professional Qualification Standard for Medical Gas Systems Installers, Inspectors, and Verifiers with The American Society of Sanitary Engineers (ASSE).

Electrical Commissioning Specialists (CxE's) must have at least five years of experience in inspecting, testing, and calibrating electrical distribution and generation equipment, systems, and devices, including multiple projects of similar size and complexity to the systems being commissioned under this IDIQ.

Building Envelope Commissioning Specialists (CxB’s) must have at least five years of experience in building envelope design or construction, including two projects of similar size and complexity and must be either a Registered Architect, an Air Barrier Association of America (ABAA) Certified Air Barrier Installer, or a NEBB Certified Building Enclosure Testing Certified Professional (BET CP).

Healthcare Facility Systems Commissioning Specialists (CxHF’s) must have at least five [5] years of experience including two projects of similar size and complexity.

Submission Requirements: SF330, Part I, Section E. Provide resumes for all proposed key personnel that illustrate experience in the work proposed under this contract. Resumes are limited to three (3) pages and should indicate: professional registration, certification, licensure and/or accreditation in appropriate disciplines; cite recent (within the past ten (10) years) project-specific commissioning experience in work relevant to the services required under this contract; and indicate proposed role in this contract.

Indicate participation of key personnel in example projects in the SF330, Part 1, Section G.

Participation of proposed key personnel in relevant projects submitted under criterion 1- Specialized Experience may be rated favorably.

Firms with commissioning specialists having building science credentials and/or building forensics in the key personnel team will be rated favorably under this factor.

Firms having an Electrical Commissioning Specialist who is certified by either the International Electrical Testing Association (NETA) for Electrical Testing Technicians (ETT) Level III or higher or the National Institute for Certification in Engineering Technologies (NICET) for Electrical Power Testing Level III or higher, will be rated favorably under this factor.

Criterion 3 - Past Performance (SF330, Part I, Section H): Firms will be evaluated on past performance with Government agencies and private industry in terms of work quality, compliance with schedules, cost control, and stakeholder/customer satisfaction on Commissioning Services projects.

Evaluating past performance and experience will include information provided in Past Performance Questionnaires (PPQs) or CPARS for Criterion 1 projects and may include customer inquiries, Government databases, and other information available to the Government including contacts with points of contact in other criteria. NOTE: Past performance information for projects listed under Criterion 1 may be given greater weight.

Submission Requirements: SUBMIT A COMPLETED CPARS EVALUATION FOR EACH PROJECT UNDER CRITERION 1. IF A COMPLETED CPARS EVALUATION IS NOT AVAILABLE, the Past Performance Questionnaire (PPQ) (Attachment (B)) included in this notice is provided for the firm or its

RESPONSIBILITY (AOR)

Revised Sep 2022 team members to submit to the client for each project included under Criterion 1, Specialized Experience.

DO NOT SUBMIT A PPQ WHEN A COMPLETED CPARS IS AVAILABLE.

IF A CPARS EVALUATION IS NOT AVAILABLE, ensure correct phone numbers and email addresses are provided for the client point of contact. Completed PPQs should be submitted with your SF330. If the firm is unable to obtain a completed PPQ from a client for a project(s) before the response date set forth in this notice, firms should complete and submit with their responses the first page of the PPQ (Attachment (B)), which will provide contract and client information for the respective project(s). Firms may submit a PPQ previously submitted under a different Notice/RFP (legible copies are acceptable) as long as it is on the same form as posted with this Synopsis. Firms should follow up with clients/references to ensure timely submittal of questionnaires. If requested by the client, questionnaires may be submitted directly to the Government's point of contact, Naval Facilities Engineering Systems Command MIDLANT; Attn: Catharine Keeling via email at Catharine.a.keeling.civ@us.navy.mil, prior to the response date. Firms shall not incorporate by reference into their response PPQs or CPARS previously submitted in response to other A/E services procurements. However, this does not preclude the Government from utilizing previously submitted PPQ information in the past performance evaluation.

Firms may provide any information on problems encountered and the corrective actions taken on projects submitted under Criterion 1 Specialized Experience. Firms may also address any adverse past performance issues. Information shall not exceed two double-sided pages (or four single-sided pages) in total.

Awards, letters of commendation, certificates of appreciation, etc. shall not be submitted and will not be considered in the evaluation.

Criterion 4 - Quality Control Program (SF330, Part I, Section H): Firms will be evaluated on the strength of the quality control program proposed by the firm to ensure quality products and services under this contract and means of ensuring quality services from their consultants/subcontractors.

Submission Requirements: Describe the quality control program that will be utilized for all deliverables of this contract and the management approach for quality control processes and procedures. The description shall provide answers to the following:

1. How your organization views the quality of your commissioning services.

2. How your organization ensures customers' needs and desires are understood and accomplished.

3. Explain the relationship between quality of service and your company’s objectives.

4. Explain how your organization's vision and value statements address quality.

5. How strategic quality methods facilitate closing the gap between current services provided and the ideal service.

6. What assessment methods are used to understand the effectiveness of actions taken to improve quality and the organization’s commitment to using these methods.

7. Describe the framework or management system in place for quality tactical planning.

Criterion 5 - Program Management and Capacity (SF330, Part I, Section H): Firms will be evaluated on the firm’s ability to plan for and manage work under the contract and the capacity to execute at least multiple (20+) task orders of various size and complexities, and phases simultaneously at a given period.

Submission Requirements:

1. Provide an organizational chart for the team and discuss the management plan for this contract and personnel roles in the organization. Describe the ability of the firm to manage, coordinate and

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Revised Sep 2022 work effectively with team members, both internal staff and consultants. Discuss the history of working relationships with team members, including joint venture partners where applicable.

2. Describe the firm’s present workload and the availability of the project commissioning team (including consultants) for the specified contract performance period. Describe the workload/availability of the key personnel during the anticipated contract performance period and the ability of the firm to provide qualified backup staffing for key personnel to ensure continuity of services. General statements of availability/capacity may be considered less favorably.

Criterion 6—Firm Location (SF330, Part I, Section H) Provided that the application of this criterion leaves an appropriate number of qualified firms, given the nature and size of the contract, firms will be evaluated on the locations of their office or offices that will be performing the work under this contract and demonstrated knowledge of the general geographic areas in which projects could be located.

Evaluation of firms will include consideration of their location within the general geographic area of the anticipated projects, primarily in the MIDLANT AOR.

Submission Requirements:

1. Indicate location of the office(s) that will be performing the commissioning work, including main offices, branch offices, and offices of team members.

2. Provide a narrative describing the team’s knowledge of the prevailing climate of the geographic areas to be covered by this contract.

Criterion 7 - Volume of Work (SF330, Part 1, Section H) Numbers will be pulled by the contract specialist for the JV and for each JV partner in the case of a joint venture.

Firms will be evaluated in accordance with DOD Federal Acquisition Regulation Supplement (DFARS) Procedures, Guidance and Information (PGI) 236.602-1, from data extracted from the Federal Procurement Data System (FPDS). Firms will be evaluated in terms of work previously awarded to the firm by DOD within the past twelve months with the objective of effecting an equitable distribution of contracts among qualified firms providing commissioning services including small, disadvantaged business firms, and firms that have not had prior DOD contracts requiring Commissioning Services.

Submission Requirements: Firms do not submit data for this factor.

SF-330 SUBMISSION REQUIREMENTS:

The commissioning firms desiring to be considered for this contract must submit a completed SF-330 package. The SF-330 shall be typed, one sided, at least 11-point Times New Roman or larger. Part I shall not exceed 75 single-sided 8.5 by 11 inch pages (the page limit does not include ISRs, certificates, PPQs, licenses, or the draft subcontracting plan, as required by the Small Business Subcontracting criterion, nor does the page limit include cover sheets, dividers, or other requested documentation (e.g., joint venture agreement, proof of AE firm registration) provided that these do not contain any substantive information submitted in response to the synopsis or intended to demonstrate the qualifications of the firm). Part I pages shall be numbered sequentially. The organizational chart may be one page single sided 11 by 17 foldout, using 11-point font or larger (font limitations do not apply to graphics, captions or tables). Please include your Unique Entity Identifier and CAGE numbers in Block 30 of the SF-330.

**In accordance with the FAR 36.601-4(b) contracts for architect-engineer services may only be awarded

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Revised Sep 2022 to firms permitted by law to practice the professions of architecture or engineering. Firms must submit proof that they are permitted by law as required by FAR 36.601-4(b). If a firm is in a jurisdiction that requires AE firm registration, the firm must provide proof of registration. If a firm is in a jurisdiction that does not require AE firm registration, the firm must provide proof eligibility to practice (e.g., a summary explaining eligibility under the laws of that jurisdiction). Failure to submit the required proof could result in a firm’s elimination from consideration.

**Firms who are offering as a joint venture should include with their submission a copy of the joint venture agreement. Failure to include the joint venture agreement may result in the firm’s elimination from further evaluation.

Except as noted otherwise, the Government will not consider information submitted beyond this page limit. Furthermore, the Government will consider information for each Criterion only in the section specified for that Criterion. * For example, the Government will consider only the information in the SF 330, Part I, Section F for information on Criterion 1, Specialized Experience, and will not cross-reference or consider information in other sections that may be intended to apply or supplement Criterion 1.

Architect-engineer firms that meet the requirements described in this announcement are invited to submit one electronic SF330 package (.pdf format) marked “Original” via Procurement Integrated Enterprise Environment (PIEE). Please see below and Attachment A PIEE Vendor Access Instructions.

Only the PIEE Solicitation Module is authorized for the submission of electronic SF330 packages in response to this solicitation. Electronic submissions should be no larger than 1.9 GB per file. Offerors shall ensure that the Government has received the electronic SF330 package prior to the date and time specified. PIEE Solicitation Vendor Access Instructions are provided via “Attachment A.” Emailed submissions will not be accepted.

Offerors shall allow adequate time to upload files which may be slower for non-DoD users and to avoid other technical difficulties that may be encountered. Offerors are also responsible for submitting files in the format specified and consistent with requirements stated elsewhere in this solicitation. Files that cannot be opened or are otherwise missing the required content are the responsibility of the Offeror.

PIEE system will record the date and time of package submittal. The date and time of package submittal recorded in PIEE shall govern the timeliness of any SF330 package submission. LATE RESPONSES

WILL NOT BE CONSIDERED.

Firms responding to this announcement by 18 APRIL 2024 at 2:00 PM local time will be considered.

THIS IS NOT A REQUEST FOR PROPOSAL.

Late responses will be handled in accordance with FAR 52.215-1. The points of contact is Catharine Keeling, Contract Specialist, at catharine.a.keeling.civ@us.navy.mil or 757-341-1624.

If an SF 254/SF 255 is submitted for this solicitation, it will not be reviewed or considered. As required above, provide verifiable evidence that your firm is permitted by law to practice the professions of architecture or engineering (e.g., state registration number).

Electronic (E-mail, facsimile, etc.) submissions are not authorized.

It is the sole responsibility of the submitting firm to obtain all associated attachments and files, along with any amendments from the Contract Opportunities (SAM.gov) website.

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Revised Sep 2022

Inquiries concerning this procurement shall be submitted via the Pre-Proposal Inquiry Form (Attachment C) and should include solicitation number and title in the subject line and be forwarded via email to catharine.a.keeling.civ@us.navy.mil or not later than 10 days prior to the due date listed above unless that date is changed via an Amendment. Inquiries submitted after this time period may not receive a response.

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