RFQ_260111_Detailed_Evaluation_Criteria.pdf

RFQ# 260111

DETAILED EVALUATION CRITERIA

1.1 Qualifications and Experience of the PDB Contractor

1.1.1 Submitter Experience

Submitters shall identify projects performed by the Principal Participants including the Lead

Designer and Key Subcontractors demonstrating that they have the experience, knowledge, and capability to execute the Project successfully. Submitters should identify projects with a similar scope of work, risks, third-party considerations, and that have collaborative approaches to design, construction, and successful price negotiation similar to that anticipated for the PDB method to be used on this Project. The submitters should also consider citing projects where construction duration is minimized, completion schedules were kept, and original design and construction budgets were not increased. Respondents shall provide the following information to demonstrate its experience:

A. Using Form 7 (Work History Form), Provide at least two (2) projects, but no more than four (4) projects, for each Principal Participant including the Lead Designer.

Additionally, for each Key Subcontractor identified, provide one (1) representative project. All project descriptions should highlight experience in the last ten (10) years relevant to the Project and comply with the following:

a) for the projects submitted for the Principal Participants, the projects must have reached final acceptance as defined by the requirements of the submitted projects, except that for each Principal Participant, Submitter may identify no more than one (1) project that has not reached final acceptance provided that at least 50% of the value of the construction work has been completed,

b) for the projects submitted for the Lead Designer, design on the project must be complete such that all final design plans have been submitted and accepted by the owner and all design packages have been released for construction. A project may be considered complete even if the Lead Designer continues to perform ancillary design services, such as responding to requests for information, preparing notices of design change, and similar services, and

c) for the projects submitted for the Key Subcontractors, the projects must have reached final acceptance as defined by the requirements of the submitted projects.

Each project submitted using Form 7 must not exceed two (2) pages.

B. Provide a narrative explaining how Submitter’s project experience which qualifies it to perform the work on the Project, with an emphasis on how Submitter’s experience equips it to collaborate with City during Phase 1 and to construct the Project during

Phase 2. The narrative should include following information:

a) Experience of Submitter’s team members working together successfully on previous projects;

b) Experience and qualifications on projects that demonstrated collaboration and partnership to successfully integrate construction and design activities, including environmental compliance;

c) Experience and qualifications implementing effective value engineering concepts or alternative technical concepts on projects;

d) Experience and qualifications relating to successful maintenance of traffic operations on comparable projects;

e) Experience and qualifications identifying, mitigating, and resolving project risks in an efficient, cost- effective manner;

f) Experience and qualifications with expedited schedules and timely completion on comparable projects;

g) Experience and qualifications with on-budget completion of comparable projects; and

h) Experience and qualifications coordinating/collaborating with adjacent contractors to successfully complete the project.

The narrative shall not exceed three (3) pages.

1.1.2 Key Personnel

Submitters shall identify Key Personnel with the qualifications and experience to create a collaborative environment that maximizes use of the PDB delivery method and will result in a high-quality Project. Submitters shall submit a resume for each Key Personnel. using Form

(Key Personnel Resume Form). Resumes of Key shall be limited to three (3) pages each. One person may be proposed in more than one Key Personnel position, unless otherwise noted in the table below. If an individual fills more than one Key Personnel position, only one resume is required.

The City may request that the PDB Contractor commit additional resources and personnel to the Project as a condition to executing a GMP Amendment. Such positions shall be the subject of the GMP negotiations.

Overall, the resume should include a portfolio of experience with projects of similar scope, size and complexity. The following table provides required and preferred qualifications of the

Key Personnel assigned to the Project. Any certifications required to meet the requirements of the RFQ shall be in place by the time the PDBA is executed.

Key Personnel Requirements and Preferred Qualifications Time Commitment

Project Manager The PDB Contractor’s Project Manager shall have experience managing the design and construction of highway construction projects with a similar scope of work and must have alternate project delivery experience including Design-

Build and Construction Manager at Risk (CMAR) experience.

A minimum of 10 years of experience is required for this position with a minimum of 5 years of alternate project delivery experience.

The PDB Contractor’s Project Manager will be responsible for the overall design, construction, quality management and contract administration for the Project and will:

• have full responsibility for the prosecution of the Work;

• act as agent and be a single point of contact in all matters on behalf of PDB Contractor;

• be available (or the approved designee will be available) at all times that Work is performed; and

• have authority to bind PDB Contractor on all matters relating to the Project.

The Project Manager cannot perform any other Key Personnel role on the Project.

Phase 1: 100%

Phase 2: 100%

Construction

Manager

The Construction Manager shall have experience managing field operations on highway construction projects of similar scope. A minimum of 10 years of experience is required for this position with preferred alternate project delivery experience.

The Construction Manager must be on site during all construction activities (or the approved designee must be on site). The Construction Manager must work under the direct supervision of Submitter’s Project Manager. The

Construction Manager is responsible for ensuring that the

Project is constructed in accordance with the Project requirements. The Construction Manager is responsible for managing the PDB Contractor construction personnel, scheduling of the construction activities and administering all construction requirements of the Contract.

The Construction Manager cannot perform any other Key

Personnel role on the Project.

Phase 1: 25%

Phase 2: 100%

Construction

Quality Control

Manager

The Construction Quality Control Manager shall have experience overseeing the inspection and materials testing on highway construction projects of similar scope. A minimum of 10 years of experience is required for this position.

The Construction Quality Control Manager must manage the

PDB Contractor’s quality control functions and will:

• not be assigned any other duties or responsibilities on the

Phase 1: As needed

Phase 2: 100%

Project;

• visit the site as necessary to validate construction quality, respond to any quality issues, and report on that visit to the City’s Project Manager;

• attend at least one progress meeting per month to report on construction quality issues;

• be independent of direct scheduling or production activities and reports directly to the PDB Contractor’s management team;

• be available whenever any construction activities are being performed; and

• have the authority to stop any and all Work that does not meet the standards, specifications or criteria established for the Project.

Design Manager The Design Manager shall have experience in managing the design of highway construction projects and must be a licensed Professional Engineer in the State of Arizona now or by the award of the Project. The Design Manager is expected to have recent relevant project experience managing similar types of projects and must have Design-Build experience. A minimum of 10 years of experience is required for this position.

The Design Manager will be responsible for ensuring that the overall Project design is completed, and design criteria requirements are met. The Design Manager will:

• be responsible for managing the PDB Contractor’s design personnel and administering all design requirements of the PDBA;

• be available whenever design activities are being performed;

• work under the direct supervision of the PDB

Contractor’s Project Manager;

• regularly attend design and construction progress meetings; and

• be responsible for post design services including RFC plan revisions and response to RFIs

Phase 1: 100%

Phase 2: 100% until final RFC by the City of the last set of plans;

thereafter available as mentioned in the description

Design Quality

Control Manager

The Design Quality Control Manager shall have experience managing the design quality component of highway construction projects of similar scope and complexity and must be a licensed Professional Engineer in the State of

Arizona now or by the award of the Project. A minimum of 10 years of experience is required for this position.

The Design Quality Control Manager will be responsible for design quality control for the Project. The Design Quality

Control Manager will:

• be independent of design production and associated

Phase 1: 100%

Phase 2: 100% until final RFC by the City of the last set of plans;

thereafter as needed to resolve design matters activities;

• be available whenever design activities are being performed; and

• work under the direct supervision of PDB Contractor’s management team.

Environmental

Compliance

Manager

The Environmental Compliance Manager shall be employed by the Lead Designer or a subconsultant providing professional services and must have recent experience on projects with similar environmental conditions. A minimum of 10 years of experience is required for this position with experience working in leadership roles on alternative delivery projects.

The Environmental Compliance Manager will:

• be responsible for assuring and reporting compliance of all on-site activities with the requirements of all permits and regulatory requirements;

• report directly to the City and the PDB Contractor’s

Project Manager simultaneously;

• have the authority to stop work that is not in compliance with environmental requirements; and

• visit the site at least once per week during Phase 2, lead environmental meetings during Phase 1 and 2, and attend management, interdisciplinary, and design-specific meetings to report on environmental items.

Phase 1: As needed

Phase 2: As needed

Lead Cost

Estimator

The Lead Cost Estimator is preferred to have recent, relevant experience on projects preparing production-based cost estimates for projects of similar scope. The Cost Estimator must work under the direct supervision of the PDB

Contractor’s Project Manager. A minimum of 10 years of experience is required for this position.

The Lead Cost Estimator is responsible for ensuring that the milestone estimates and GMP are developed in accordance with Project requirements and reflects discussion and correspondence with the Project Team. The Cost Estimator will:

• clearly communicate the basis of the estimate to the City;

• identify missing or incomplete information needed for current or future estimates; and

• collaborate with the Project Team to reach a common understanding of Project costs.

Phase 1: 100%

Phase 2: As needed

Lead Scheduler The Lead Scheduler is responsible for preparing the proposed construction schedule for Phase 2, accounting for applicable constraints on the construction Work. The schedule prepared by the Lead Scheduler will be the schedule on which the construction cost estimates are based.

A minimum of 10 years of experience of preparing construction schedules for similar projects is required for this

Phase 1: 100%

Phase 2: As needed position. Experience with alternative delivery methods or projects is preferred which includes early contractor involvement.

Lead

Geotechnical

Engineer

The Lead Geotechnical Engineer shall be experienced in geotechnical engineering utilizing AASHTO, ADOT, and

Pima County design standards specifically in respect of deep foundations for bridge structures over ephemeral washes, retaining walls, embankments, slopes and pavement design, as required for this Project and must be a registered

Professional Engineer in the State of Arizona now or by the award of the Project. The Lead Geotechnical Engineer must have local project experience with similar scope and complexity. A minimum of 10 years of experience is required for this position.

Phase 1: 100%

Phase 2: As needed

Lead Hydraulics

Engineer

The Lead Hydraulics Engineer shall be experienced in hydraulic engineering as required for this Project. The preferred experience required for this position includes experience with hydrologic analysis for watercourses in the southwestern United States (preferably Arizona), hydraulic analysis and floodplain mapping for channels and bridges along regional watercourses in the southwestern United States

(preferably Arizona), scour calculations at bridges, determination of bank erosion and lateral channel migration potential, preparation of FEMA Letters of Map Change

(LOMC), application of hydrologic, hydraulic, and scour methodologies according to local and federal standards and methodologies, design of erosion countermeasures for bridges and channels, preparation of drainage reports according to local standards, and preparation of technical data notebooks for FEMA submittals based on state standards. The Lead

Hydraulics Engineer shall be a registered Professional

Engineer in the State of Arizona now or by the award of the

Project. The Lead Hydraulics Engineer must have local project experience with similar scope and complexity. A minimum of 10 years of experience is required for this position.

Phase 1: 100%

Phase 2: As needed

Lead Structures

Engineer

The Lead Structures Engineer shall be experienced in the design of structures crossing watercourses and the design of bridges with length similar to that required to accomplish the scope of work for this Project. Experience shall include coordination with hydraulic modeler to size hydraulic opening of the structure and in meeting scour requirements for foundations through erosion protection or design for the scoured condition. The Lead Structures Engineer must have roadway bridge design experience with similar scope and complexity. The Lead Structures Engineer shall be a licensed

Professional Engineer in the State of Arizona now or by the award of the Project. A minimum of 10 years of experience is required for this position.

Phase 1: 100%

Phase 2: As needed

Lead

Civil/Roadway

Engineer

The Lead Civil/Roadway Engineer shall be experienced in roadway design related to roadway reconstruction and rehabilitation projects, including large roadway corridor projects of similar scope. The Lead Civil/Roadway Engineer shall be a licensed Professional Engineer in the State of

Arizona now or by the award of the Project. A minimum of

10 years of transportation experience is required for this position.

Phase 1: 100%

Phase 2: As needed

Lead Traffic

Engineer

The Lead Traffic Engineer shall be experienced in signing design, pavement marking design, traffic signal design, pedestrian/bicycle facilities design and have significant recent experience in traffic engineering, traffic management, and capacity analysis on similar projects. This experience should be focused on local and urban roadways. The Lead Traffic

Engineer shall be a licensed Professional Engineer in the State of Arizona now or by the award of the Project. A minimum of

10 years of experience is required for this position.

Phase 1: 100%

Phase 2: As needed

Lead

Maintenance of

Traffic Engineer

The Lead Maintenance of Traffic Engineer shall be experienced in work zone safety, work zone traffic control design, and have significant recent experience in maintenance of traffic engineering and traffic management on similar projects. This experience should be focused on local and urban roadways, and unique maintaining traffic concepts in narrow corridors. The Lead Maintenance of Traffic Engineer shall be a registered Professional Engineer in the State of

Arizona now or by the award of the Project. A minimum of

10 years of experience is required for this position.

Phase 1: 100%

Phase 2: As needed

Lead Utility

Engineer

The Lead Utility Engineer shall have recent relevant experience with coordinating and resolving utility conflicts on similar projects, including Design-Build projects. They shall demonstrate their ability to work with multiple utilities at once and how conflicts are identified, mitigated, and resolved.

A minimum of 10 years of experience is required for this position with recent local utility experience preferred.

Phase 1: 100%

Phase 2: As needed

Safety Manager

The Safety Manager shall oversee and be responsible for safety on the Project site. During Phase 1, the Safety Manager shall be responsible for preparation of PDB Contractor’s

Safety Management Plan and may assist with constructability review to verify that construction can be performed safely.

During Phase 2, the Safety Manager shall ensure that all construction Work is performed safely and in compliance with the Contract Documents and PDB Contractor’s Safety

Management Plan. The Safety Manager must be on site during all major construction operations.

A minimum of 10 years of safety management experience is required for this position working on projects with similar scope, size and complexity.

Phase 1: As needed

Phase 2: 100%

1.2 Organization and Project Approach

1.2.1 Organization During Phase 1 and Phase 2

The Submitter shall provide an organizational chart(s) for Phase 1 Services and Phase 2

Services using no more than two 11”x17” pages that show:

• Submitter and Principal Participants roles in the organization;

• the flow of the “chain of command” with lines identifying participants and member firms who are responsible for different functions to be performed and their reporting relationships, in managing and building the Project;

• role of Key Subcontractors identified, and work performed by Key

Subcontractors; and

• the functional structure of the organization down to the construction supervisor level with identification of Key Personnel by name.

In addition to the organizational chart(s), the Submitter shall provide a two-page narrative regarding the organization that describes the Submitter’s teaming arrangements, its management structure, and approach. The narrative shall include, at a minimum, a discussion of the following:

• how the Submitter team organization will integrate into the Project Team and promote collaboration during Phase 1 Services and Phase 2 Services;

• a clear depiction of roles and responsibilities of each participant and member firm in the project team;

• the experience of the team members working together on other comparable projects and the results of that experience;

• how the Submitter team will operate, considering the complexity and sequencing of the Project;

• the Submitter’s approach to forecasting, providing, and maintaining necessary project resources (labor, equipment, materials) through each phase of the Project, and

Submitter’s additional capacity that can be leveraged as needed to deliver the Project;

• the Submitter’s approach to facilitating communication among internal staff, subcontractors, the City, the City’s representatives, as well as their anticipated communication and involvement with the public;

• the type of work that the Key Subcontractor will perform in sufficient detail to enable an understanding of the Key Subcontractor’s expertise (e.g., excavation, roadway, geotechnical;

• how the management structure will facilitate the management of the Project risks; and

• the Submitter’s succession plan in the event of voluntary/involuntary changes to Key

Personnel during Phase 1 and Phase 2.

1.2.2 Phase 1 Services Approach

Using a maximum of five (5) pages, describe the Submitter’s specific Phase 1 Services approach, specifically including:

• the Submitter’s schedule management approach and methods to optimize the construction schedule with design;

• the Submitter’s approach to identifying factors that may control the overall project schedule;

• the Submitter’s approach to performing preliminary engineering and final design in alignment with the project goals, including collaboration with the City;

• the Submitter’s approach to identifying potential work packages accompanied by a description of how anticipated major design and work packages will be used to optimize project delivery;

• the Submitter’s approach to pricing, cost reconciliation and negotiation, and subcontracting;

• the Submitter’s approach to risk management including methods used to identify, mitigate, and price risk during Phase 1 Services;

• the Submitter’s approach to quality management during Phase 1 Services, specifically addressing the Submitter’s understanding of the potential risks associated with the

Project and mitigation efforts that will be needed to remove or reduce the risk to meet the Project goals;

• the Submitter’s approach to designing the bridge and navigating the channel permitting process including but not limited to the following components:

• selection of the bridge type,

• modeling the channel including the applicable design flow rates,

• utilizing the model to define the bridge location, length, and substructure layout,

• maintaining the intersection at Escalante, and

• developing a detailed schedule from initial conceptual design through construction completion.

• the Submitter’s approach to identifying potential alternatives and related scheduling challenges for obtaining floodplain develop permit(s) and LOMC from FEMA. The

Submitter should provide the following:

• approach to obtaining a floodplain development permit from Pima County, including, if applicable, a Conditional Letter of Map Revision (CLOMR) approved by FEMA

• A floodplain permitting schedule that includes design milestones, submittals, and review periods by the applicable agency/agencies.

• the Submitter’s approach towards hydrology, hydraulics, scour, and floodplain mapping which includes:

• the Submitter’s approach for identifying the existing regulatory discharge at the Project site and determining the validity of the value for design conditions,

• the Submitter’s approach for identifying the appropriate length of the study reach along the Pantano Wash that allows for accurate hydraulic modeling, scour and erosion analyses, and floodplain delineation for both existing and design conditions. The Submitter should address the design floodplain delineation and “tie-ins” to existing floodplain limits at the upstream and downstream limits of the study reach,

• the Submitter’s approach for evaluating scour, bank erosion, and lateral channel migration at the proposed bridge and along the limits of the study reach. The Submitter should identify an appropriate methodology for the analyses, and compare the City and Pima County standards,

• the Submitter’s approach for providing erosion mitigation measures to address bed scour, bank erosion, and lateral channel migration at the proposed bridge and along the limits of the study reach,

• the Submitter’s approach for identifying FEMA floodplain and freeboard requirements as it effects the bridge design, and

• the Submitter should address coordination efforts with the Pima County

Regional Flood Control District.

• the Submitter’s approach to promote innovation that aligns with project requirements and goals including:

• improving the intersection at Escalante,

• improving access to Harrison Greenway,

• innovative bridge design, and

• streamlining the channel permitting process to meet the schedule requirements,

• the Submitter’s approach to building and implementing an environmental compliance design program.

1.2.3 Phase 2 Services Approach

Using a maximum of four (4) pages, describe the Submitter’s specific Construction Services approach, specifically including:

• the Submitter’s approach to management of construction phasing;

• the scope of work the Submitter intends to self-perform to meet self-performance requirements and the scopes of work that the Submitter intends to subcontract;

• the Submitter’s approach to managing subcontracting and subcontractor performance during construction, including the approach to tracking, documenting, and ensuring compliance with equal employment opportunities requirements;

• the Submitter’s approach to risk management and use of the risk register during construction;

• the Submitter’s approach to building and implementing an environmental compliance construction program; and

• the Submitter’s approach to quality management during Phase 2 Services.

1.3 SOQ Scoring and Shortlisting

The City will evaluate all responsive SOQs in the first step and measure each Submitter’s response against the Project goals and evaluation criteria set forth in this RFQ, resulting in a numerical score for each SOQ. The scoring will be distributed as summarized below:

SOQ Evaluation Criteria Maximum Points

Qualifications Firm Qualifications 30

Key Personnel Qualifications 30

Project Approach Phase 1 Services Approach 20

Phase 2 Services Approach 15

Subcontractor Selection Plan 5

Total Available Points 100

Up to three (3) Submitters will be shortlisted based on the evaluation criteria and points distribution mentioned above. All shortlisted Submitters will be further invited for interviews in the second step.

1.4 Interviews

Each shortlisted Submitter will participate in an interview as part of the evaluation process.

Interviews are limited to 60 minutes. The criteria for interviewing Submitters in this selection process is as follows:

Interview Evaluation Criteria Maximum Points

Approach to Performing the Required Services 60

Experience and Qualifications of the Firm/Team 40

Total Available Points 100

Detailed interview criteria will be provided to the shortlisted Submitters prior to the interviews.

The Submitter will be evaluated on the quality of the information presented in the interview, including the extent to which:

• the Submitter communicated Project understanding in a clear and concise manner that was easy to understand;

• the Submitter demonstrated technical expertise, ability to anticipate technical issues and risks to Project success, and required levels of expertise for each Project phase;

and

• the Submitter demonstrated recognition of key points and ideas, including the PDB

Contractor’s role in Project advancement at each Project phase, likely issues, and Project stressors at each Project phase, understanding of the GMP process and pricing transparency, and ideas and ability necessary to effectively collaborate with the City and other stakeholders to achieve Project goals.

The City reserves the right to make additional investigations as it deems necessary to establish the competency and financial stability of any party submitting responding to this RFQ.