Part1-Addl_Instructions-WSSC-4.21.26_(2).pdf

PART ONE

WASHINGTON SUBURBAN SANITARY COMMISSION

PROCUREMENT DEPARTMENT

CONTRACT NO. CKMH8245A26

REHABILITATION OF THE 102-INCH ANACOSTIA TRUNK SEWER

(PHASE II)

(PROGRESSIVE DESIGN-BUILD)

ADDITIONAL INSTRUCTIONS

ADDITIONAL INSTRUCTIONS

CONTRACT NO. CKMH8245A26

PROJECT No. CKMH8245A26

REHABILITATION OF THE 102-INCH ANACOSTIA TRUNK SEWER

(PHASE II)

(PROGRESSIVE DESIGN-BUILD)

TABLE OF CONTENTS

1. Proposal Submission 1

2. Proposal Evaluation 2

3. Technical Proposal 2

4. Price Proposal 6

Clause Page

I. ADDITIONAL INSTRUCTIONS TO OFFFERORS

This Solicitation shall be conducted in accordance with the Commission’s or WSSC Water Procurement Regulations: WSSC Water Code of Regulations, Title 6 Ch. 6.15. The following instructions are in addition to those contained in the Instructions to Bidders/Offerors included in the Solicitation.

II. PROPOSAL SUBMISSION

Submission

1) Only one Proposal may be submitted by a Proponent.

2) The Technical and Price Proposal shall be submitted via the eProcurement Portal at https://procurement.opengov.com/portal/wsscwater.

3) Proposals submitted in any form other than as specified herein may be deemed non-responsive and will not be considered for award. Oral and telegraphic proposals, including e-mail submissions, are considered invalid and will not be accepted or considered for award.

4) Proposals shall be concise, yet sufficiently comprehensive to set forth the Proponent’s understanding of the required services. Proposals must be organized to the structure described in these instructions to Offerors.

III. PROPOSAL EVALUATION SCORING RUBRIC

Scoring Scale (0–5):

• 5 – Excellent: Exceeds requirements; comprehensive, detailed, and well-documented; very low risk.

• 4 – Good: Meets requirements; minor weaknesses; low risk.

• 3 – Satisfactory: Generally, meets requirements; moderate risk.

• 2 – Marginal: Partially meets requirements; significant weaknesses; high risk.

• 1 – Poor: Does not adequately meet requirements; major weaknesses; very high risk.

• 0 – Unacceptable: Fails to meet requirements; insufficient information; not eligible for award.

IV. EVALUATION FACTORS

All Proposals will be evaluated in accordance with WSSC Procurement Regulation Chapter 6.15.320, Competitive Sealed Proposals. Accordingly, Proponents must note that a number of factors will be considered by WSSC in making an award. Price will not be the sole determining criterion. WSSC Water intends to award multiple Consultants under this contract to provide professional services on a task-by-task basis.

Evaluation Factors

Design Build Team Experience 25%

Key Project Team Members Experience 20%

Project Management 15%

Project Approach 35%

Price 5% https://procurement.opengov.com/portal/wsscwater

V. PROPOSAL EVALUATION

A. Technical Proposals received will be evaluated by the Evaluation Committee based on the Proponents’ qualifications as described in the proposal.

B. Proposals that do not meet the minimum requirements as stated in the Solicitation, or which are deemed non-responsive or non-responsible, will not be evaluated.

C. Shortlisting / Competitive Range – WSSC reserves the right, after the initial technical evaluation, to establish a competitive range and shortlist the highest-rated offerors for further consideration. Only shortlisted offerors’ price proposals will be opened and evaluated.

i. WSSC may conduct discussions and request Best and Final Offers (BAFOs) from shortlisted offerors and may make an award without discussions.

Inclusion on a shortlist does not guarantee an award. WSSC may adjust the competitive range, reject any or all proposals, or cancel the solicitation at its sole discretion.

D. Price Proposals selected to proceed to the next phase will be opened and evaluated.

Price proposals that are not selected to advance to the next phase will be unopened.

E. Once the Evaluation Committee has completed its review, the results of the Technical Proposals and the Price Proposals will be combined for a final evaluation.

F. Proponents may be required to give an Oral Presentation to further address their Technical Proposal.

G. The proposal(s) deemed most advantageous to WSSC, taking into consideration the evaluation outlined in the Request for Proposal, will be recommended for award.

H. If two (2) or more proposals are equally ranked, WSSC reserves the right to select the proposal deemed most advantageous to WSSC by the Evaluation team.

I. The WSSC reserves the right to award this Contract based on Proposals received with or without further discussion or negotiation.

J. Proponents may be asked to submit Best and Final Offers (BAFO) after the price proposals have been opened.

K. All Proponents will be notified by WSSC of the final awardee(s).

VI. TECHNICAL PROPOSAL

The Technical Proposal shall provide the Proponent’s plan for execution of the Project per the work in Part 4 (Agreement) Article 1. No price information should be included in the Technical Proposal. The Technical Proposal shall be no more than 100 single-sided pages in length excluding resumes, exhibits, appendices, attachments, required documentation and forms required to be submitted with the Proposal. Electronic copies should be bookmarked to enable easy navigation of PDF documents. To facilitate the review of the Technical Proposals, each Proponent is required to adhere to the following structure:

As used within VI. Technical Proposal, Collaborative-Delivery’ is defined as: including Progressive Design-Build (Progressive Design Build) contract structures.

TAB 1: Design Build Team Experience

The Proposer must demonstrate the experience of the Contractor and Design Firms particularly focusing on collaborative-delivery experience of the Progressive Design Build Team. The following items identify the factors that will be evaluated for scoring the Team’s submittal.

A. Firm/Team’s Minimum Experience:

1. Both the Contractor and the Design Firm shall have 5 years of experience in large diameter (60 inches or greater) Pipeline Design, Construction, and Rehabilitation.

a. Both the Contractor and the Design firm shall have performed rehabilitation of a minimum of 3 rehabilitation projects for sewers 60 inches in diameter or greater within the last 10 years. At least two projects shall have been in environmentally sensitive areas.

b. Both firms shall have at least 10 years of experience in collaborative delivery projects and shall have completed at least one Progressive Design Build project.

2. Proponents shall provide evidence of the ability to conduct business in the State of Maryland. Proponent Joint Ventures (JVs) shall be legally formed and registered with WSSC Water at the time of response. All firms in the JV shall provide evidence of licensure to conduct business in the State of Maryland.

3. Designate the Progressive Design Build Team’s Engineer of Record (firm and individual) and provide evidence that the Engineer of Record is registered as a Professional Engineer in the State of Maryland.

4. Both the Contractor and the Design Firm shall provide at least 5 references from owners (at least 2 of which must be public) on past Design Build or Progressive Design Build projects. Reference projects should reflect quality, collaboration, and project outcomes.

B. Safety: The Prime Contractor shall provide evidence of a maximum Occupational

Safety and Health Administration (OSHA) Recordable Incident Rate (IR) of 2.8 for each of the last 3 years. Submit Total Recordable Incident Rate (TRIR) data and supporting evidence under Part 5, Additional Documents. Lower TRIR will be scored higher.

C. Firm/Team’s Qualifications

1. The Team’s project references should identify the key personnel that were involved in the project. Key Personnel identified in the team’s proposal for this Project that were involved in the reference projects will be considered more favorably in the proposal evaluation.

2. Prior experience of Teams working together in the collaborative-delivery environment is a preference and will be scored higher, but is not mandatory.

3. Proponents shall provide a list and description of representative projects that demonstrate the Progressive Design Build Team's experience. Preference will be given to collaborative delivery projects that best match the proposed delivery for this project. Preference will also be given to projects with technical scope most similar to this project.

4. Proponents shall provide full project descriptions for no less than five and no more than ten projects which may be no older than five years from the date of construction substantial completion until now. Provide contact information (telephone and email) for references to confirm the experience listed. WSSC Water projects may be listed.

5. At a minimum, Proponents shall provide the following for each project submitted.

a. Delivery method

b. Technical scope

c. Roles of proposed Key Personnel in the design and/or construction of the Project

d. Project size and budget (initial and final) including shared savings, where applicable

e. Percentage of self-performance (as applicable)

f. Project schedule (initial and final)

g. Project location

TAB 2: Key Project Team Members Experience

The Proposer must demonstrate the experience of their key personnel, relevant to this project. The following items identify the factors that will be evaluated for scoring the Team’s submittal.

A. Key Personnel Minimum Experience:

1. The Design-Build Principal-in-Charge shall have at least ten (10) years’ experience managing large municipal utility contracts (construction value $50 million or greater) and shall provide evidence of managing at least two Design Build or Progressive Design Build contracts, with at least one with a construction value of $50 million or greater.

2. The Progressive Design Build Project Manager shall have at least five (5) years’ experience in large diameter (60-inch or larger) sewer rehabilitation and shall have Managed at least one Design Build or Progressive Design Build project with a construction value of at least $20 million.

3. The Construction Manager shall have at least five (5) years’ experience with sewer rehabilitation projects for pipelines 60-inch diameter and larger.

4. The Design Manager shall have at least five (5) years' experience in the design of large diameter (60-inch or larger) sewer rehabilitation projects, with at least two projects acting as a Design Project Manager.

5. The Project Superintendent shall have at least five (5) years' experience in large diameter (60-inch or larger) sewer rehabilitation projects, with at least two projects as Project Superintendent.

6. The Lead Estimator shall have at least five (5) years’ experience preparing cost estimates for large sewer rehabilitation and construction projects, for sewers 60-inch diameter and larger.

7. The Safety Officer shall have at least five (5) years’ experience in responsible charge for safety monitoring, training, compliance, and enforcement for large utility construction projects, with a construction value of at least $25 million.

8. The Quality Control/Quality Assurance Office shall have at least five (5) years' experience in performing quality management for large utility design projects with a construction value of at least $25 million.

9. The Permit Coordinator shall have at least five (5) years’ experience in permit application and acquisition for projects within Maryland and shall specifically demonstrate experience with environmental permitting, as well as projects impacting National Park Service and Maryland-National Capital Park and Planning (MNCPPC) lands.

B. Key Personnel Qualifications:

1. Submit with the proposal the resumes of the up to 15 Key Personnel including Project Executive, Project Manager, Construction Manager, Project Superintendent, Design Manager, Lead Estimator, Permit Coordinator, Quality Officer, and Safety Officer. Resumes shall be limited to 2 pages each for Key Personnel and shall demonstrate their experience on similar projects as it relates to their role on this Project and include certifications/licenses held.

a. Proponents are advised that all Key Personnel identified in the proposal shall remain on the Team for the duration of the procurement process, and if awarded the Contract, the Key Personnel shall remain on the PROGRESSIVE DESIGN BUILD Team for the duration of the Contract, unless substitute Key Personnel are approved by WSSC. Any proposed change in Key Personnel must be made in writing prior to the change taking place and replacement personnel shall meet or exceed the qualifications and experience of the existing Key Personnel. Key Personnel shall be approved at the sole discretion of WSSC.

2. Resumes shall include at least 5 projects in the last 10 years with references, and names and telephone numbers of references, and should demonstrate experience in large diameter pipeline design or construction, with preference to large pipeline rehabilitation, with greater preference for large sewer rehabilitation.

3. The resumes shall identify the firm that the person was with at the time of the project listed in their resume. Resumes shall include, at a minimum, employers for the past 10 years.

4. Proponents’ resumes for their proposed Key Personnel should highlight their experience on PROGRESSIVE DESIGN BUILD projects, CONSTRUCTION MANAGER at RISK projects, DESIGN-BUILD projects, and on projects of similar technical scope. Preference will be given to PROGRESSIVE DESIGN BUILD Teams that demonstrate experience with alternative delivery methods and experience with work of similar scope as anticipated for this Project.

5. Proponents reference projects should provide a description of their history of interfacing with clients, Owner’s Representatives, other contractors, and engineers where applicable.

6. Resumes for up to 15 additional personnel may be included and shall be limited to one page each.

a. Include resumes that support the Team’s experience and qualifications for project elements noted above or for other aspects that the Proposer believes would be beneficial to the successful performance of this Project.

TAB 3: Project Management In this section Proposer shall present the Progressive Design Build Team’s management approach on the Project.

A. Project Management

1. Proponents shall provide details for their management approach, organizational structure and the role and level of effort of the key project level staff as well as higher management in dealing with the challenges of this project, and controlling cost, schedule and quality. Demonstrate onboarding, coordination and utilization of Cost Estimator, Project Scheduler, key subcontractors, suppliers and manufacturers during both Preliminary Stage and Completion Stage.

2. The Project Management Approach should detail the Progressive Design Build Team’s approach to managing multiple firms as an efficient, coordinated team from design through construction. Additionally, the section should address the Progressive Design Build Team’s communication plan both internally with the team members and with the WSSC Water project team.

3. Proponents shall provide a description of their Progressive Design Build Team’s approach to executing Progressive Design Build projects, their management approach, and within this context, identify the key positions that will be involved from Project initiation to Project closeout.

4. Proponents shall provide a discussion of the approach for GUARANTEED MAXIMUM PRICE (GMP) development, procurement approach, and cost management for the Project. WSSC Water expects that the Progressive Design Build Team will follow an open-book approach for the Part 1 cost proposal, GMP development, and cost control throughout the Project.

a. Provide a description of Proponents’ approach to obtaining market-based pricing under different procurement options, considering the environment of the local market.

b. Provide a description of Proponents’ relationship with the local and national subcontracting community.

5. WSSC Water has established the SMALL LOCAL MINORITY BUSINESS ENTERPRISE (SLMBE) requirements for the Preliminary Stage and the Completion Stage of the Project. Proponents must commit to meeting these requirements as part of their Technical Proposal. Only first-tier subcontracting will count toward meeting the SLMBE requirements. (Refer to Part V, Additional Documents, Appendix A, for the OSDI Requirements.)

a. Provide a description of the Progressive Design Build Team's approach to optimizing SLMBE participation with a focus specifically on this Project.

b. Discuss the Team’s plan for meeting the first-tier subcontracting requirements.

c. Identify past projects with successful SLMBE implementation.

6. This section should also include an overview of the Team’s approach to quality control and quality assurance and the role of the Quality Officer. Address the management of subconsultants and subcontractors to ensure the quality of deliverables and work.

B. Risk Management

1. Provide a narrative on the project risks identified by the Progressive Design Build

Team and the strategy for risk minimization and mitigation to avoid scope expansion and cost overruns. Include preliminary Risk Register.

TAB 4: Project Approach In this section Proposer shall present the Progressive Design Build Team’s technical approach on the Project

A. Collaboration, Open Communication, and Transparency

1. Proponents shall provide a description of their proposed approach to working with WSSC Water and demonstrate how their approach promotes progressive and collaborative design. Provide a description of the approach to value engineering and managing the design to meet a total Project budget. Provide a narrative discussion of the Progressive Design Build Team’s commitment and proposed approach to maintaining open communication between the Progressive Design Build Team, WSSC Water, and other stakeholders.

2. Include a description of the Team’s proposed approach to Community Outreach for both design and construction phases to maintain communication with the local landowners and other stakeholders.

B. Project Understanding and Approach

1. In this section Proponents should provide detailed narratives on the Progressive Design Build Team’s project understanding and approach to all aspects of the Project. Provide a description of any additional information and assumptions the Progressive Design Build Team used to prepare the approach to the work.

2. Demonstrate the Progressive Design Build Team’s understanding of the Preliminary Stage work and deliverable packages. Identify team members’ contributions to the work packages and scope refinement. Show the Progressive Design Build Team’s expectations of schedule control, quality assurance and quality control for each deliverable. In addition to those outlined in Part 4, Agreement, show other milestones the Progressive Design Build Team considers critical to project performance and to maintain project schedule. Discuss the value of these milestones in the Progressive Design Build Team’s collaboration process as it applies specifically to this project.

3. For competitive bid construction packages, if anticipated, discuss Progressive

Design Build Team’s process for scope development, advertisement to bidders, and selection of the firm. Discuss how this may help to meet the requirements of WSSC Water’s Office of Supplier Diversity and Inclusion procedures.

Describe the low-bid versus best-value priorities that will be encountered in Completion Stage price evaluations and negotiations.

4. Demonstrate expected Preliminary Stage schedule including the Study Phase and the Preliminary Documents Phase, and the Completion Stage schedule. Identify the major elements of work proposed to be completed in each Stage and Phase, particularly the parallel sewer cleaning and the inspection of the identified sections of the ATS. This schedule should highlight the Proponent’s understanding of the relationships between critical milestones of the project.

5. Specific requirements of this section include:

a A detailed discussion of the Project objectives, requirements, existing conditions, and project complexities to demonstrate their project understanding, specifically addressing managing wastewater flow during construction.

b A detailed discussion of the Progressive Design Build Team’s proposed Project approach including field investigations, surveys, sewer cleaning and or Closed Circuit Televised (CCTV) inspections, and other assessments anticipated to prepare recommendations for rehabilitation of the 102-inch Anacostia Trunk Sewer (ATS). Include a discussion of rehabilitation alternatives, with advantages and disadvantages, as well as the Progressive Design Build Team’s specific experience and expertise with different methods and materials (if not discussed in previous experience sections).

c The scope of work should also discuss other aspects of the work including construction access, environmental impacts, impacts to park (Maryland-National Capital Park and Planning Commission (MNCPPC) and the National Park Service (NPS) lands, traffic impacts, and phasing of the work. The proposed approach and the Progressive Design Build Team’s experience with flow control and the need for bypassing during rehabilitation should be specifically discussed. The Progressive Design Build Team’s proposal should highlight their expertise and experience with similar projects and present their unique or innovative approach that will set the team apart from other proposers.

d A detailed discussion of the work proposed to be performed during the Study and Report Phase and the Preliminary Technical Documents Phase of the Project. The proposed approach must specifically identify work proposed to be performed as part of the Study and Report Phase scope of work.

e A detailed Project schedule and a narrative addressing how the work will be managed to meet the proposed schedule. Note that time is of the essence and consideration will be to more expedient rehabilitation of the Anacostia Trunk Sewer, particularly for those sections that have been identified as most critical. Specific items to be discussed should include permitting activities, firm and subcontractor management, and material procurement, and construction phasing. Identify critical path elements and the approach to managing those elements to maintain the Project schedule. Provide examples of schedule management on similar Design Build or Progressive Design Build projects.

f A detailed discussion of the approach to team management throughout the design and construction phases. Include the approach to coordination with WSSC Water and other stakeholders, as well as addressing conflict resolution. Include examples from prior projects if applicable.

g A detailed narrative on the Progressive Design Build Team’s cost estimating approach and cost models, with allowances and contingency factors identified, for evaluating alternatives and developing the estimated cost for the recommended scope of work.

Detailed cost estimates are required to be provided with each Preliminary Stage deliverable.

TAB 5: Organizational Structure and Subcontracting Strategy A. Provide an Organizational Chart that documents the Progressive Design Build structure, including roles and responsibilities of Team firms and subcontractors and all key personnel.

1. The Organizational Chart should show Team members (firms and individuals) and their roles on the Project. Identify all Key Personnel as well as other supporting personnel and firms. The Organizational Chart should demonstrate that the Proponent recognizes the scope and needs of the Project and has the resources to address all aspects of the work.

2. Provide a narrative of the Progressive Design Build Team’s plan for distributing contract work, based on the nature of work, to various subcontractors including Certified Minority and/or Small Local Business Enterprises on the contract to meet the required OSDI subcontracting participation goal.

TAB 6: Appendix C: (Submission Forms) The following forms are located in Vendor Questionnaire Section (via OpenGov) for this project:

1. Bid Bond Form

2. Contract Certification Affidavit

3. Bid Forms (Salary Schedule)

4. Certified Insurance Statement

5. Contractor’s Information Report

6. Substitution Form

TAB 7: Addendum Acknowledgement Proponent shall submit a written statement acknowledging receipt of all Addenda.

TAB 8: Office of Supplier Diversity and Inclusion (OSDI) Participation Provide all forms required in Appendix A in the Vendor Questionnaire Solicitation:

A. Subcontracting and Supplier Certification Form - Submit one for each subcontractor with the specific description of services and North American Industry Classification System (NAICS) code. (This is a 2-paged form required for Minority Business Enterprise (MBE)/Small Local Business Enterprise (SLBE) and Majority firms.)

B. Good Faith Efforts Affidavit - List the total percentage of work to be subcontracted to MBE/SLBE firms.

C. MBE/SLBE Unavailability Form - Only required if submitting a waiver request D. Non-Discrimination Declaration E. All Subcontractors and Supplier Summary Contact - Optional submission

VII. PRICE PROPOSAL

Proponent shall submit their firm’s Price Proposal in a separate Portable Document Format (PDF) file.

The Price Proposal must reflect the terms and conditions of the draft Design-Build Contract and provide full compensation for all Phase 1 Services, as outlined in Part Six and the Draft Design-Build Agreement.

Proponent shall provide not only the proposed pricing but also a clear explanation of the cost structure, including supporting documentation to justify the proposed compensation.

Section 1: Professional Services – Engineer and Subconsultants

A. Salary Schedule (Exhibit C1) Proponents shall submit a current certified salary schedule identifying the direct labor rates (unburdened/raw wages) for all labor classifications proposed to perform Phase 1 Services. These rates shall include minimum and maximum hourly rates for each classification and remain valid for the life of the project.

B. Overhead Rates

For the Prime Consultant (Engineer) and all subconsultants providing professional services, submit a certified overhead rate, including supporting documentation (e.g., audit reports, Certified Public Account (CPA) certification, or acceptance letters from relevant public agencies). This documentation should demonstrate how the overhead rate was developed and confirm it aligns with generally accepted accounting principles and professional service cost standards.

C. Profit Provide the proposed profit rate, expressed as a percentage of total labor and overhead. Include a brief narrative justification for the proposed profit, taking into account project complexity, risk, and scope of services.

D. Other Direct Costs (ODCs) List all anticipated non-salary direct expenses, such as travel, equipment, printing, and other reimbursables. These items will be reimbursed at actual cost and shall not be marked up.

E. Subconsultants For each subconsultant providing professional services, submit the following:

• Direct labor rates for proposed personnel.

• Overhead rate and supporting documentation.

• Proposed profit rate and rationale.

• Anticipated scope of work and percentage of overall Phase 1 services.

Section 2: Design Builder (Preliminary Stage Services)

The Proponent shall provide the proposed Design-Builder’s Fee as required under Article 3 of the Draft Design-Build Agreement. This fee will apply to both the Preliminary and Completion Stages.

Proponents must include:

A. A payroll rate schedule for proposed Design-Builder personnel expected to perform Phase 1 Services, in accordance with Article 12.01.B of the General Conditions.

B. A detailed breakdown of labor markups, showing costs incurred or customarily paid by the

Design-Builder for:

o Fringe benefits o Payroll taxes o Workers’ compensation o Insurance o Statutory contributions and assessments o Any other components required by law or collective bargaining agreements

These components must be clearly itemized and supported by historical data or internal cost standards.

Lump-sum or combined markups will not be accepted without detailed backup.

Price Proposals will be evaluated based on:

• Cost reasonableness and completeness,

• Consistency and clarity in cost components,

• Supporting documentation, and

• Alignment with WSSC expectations and procurement standards.

The Commission reserves the right to request clarifications, adjustments, or negotiations based on the submitted cost structure.