RFQ_R15AD023.pdf

REQUEST FOR

QUALIFICATIONS

Bid Number R15AD023

Resource Specialists Professional Services for Projects within California State Parks

March 2016 State of California Department of Parks and Recreation Acquisition and Development Division

State of California RFQ Bid No. R15AD023 Department of Parks and Recreation Resource Specialists Professional Services Acquisition and Development Division for Projects within California State Parks

March 2016 Page 1 of 21

(RFQ Form Rev: 04-10)

TABLE OF CONTENTS

Section Page

SECTION 1 – GENERAL INFORMATION

1.1 Introduction

1.2 Type of Professional Services

1.3 RFQ Issuing Office

1.4 SOQ Deadline and Delivery

1.5 Withdrawal of SOQ

1.6 Rejection of SOQ

1.7 Projected Timetable

1.8 Award of Agreement

SECTION 2 – SCOPE OF WORK

2.1 Locations of Potential Projects

2.2 Description of Potential Projects

2.3 Scope of Basic Services

2.4 Description of Work

2.5 Work Order Procedure for Potential Projects

2.6 Work Order Issuance Locations

SECTION 3 – RESPONDING TO THIS RFQ

3.1 Minimum Requirements

3.2 Selection Criteria

3.3 Evaluation and Selection Process

SECTION 4 – ADMINISTRATIVE PROCESS AND REQUIREMENTS

4.1 Agreement for Services

4.2 Insurance Requirements

4.3 Disabled Veteran Business Enterprise Requirements

ATTACHMENTS

A. Contractor SOQ Documents

1. Darfur Contracting Act Certification

2. RFQ Checklist

B. Project List – Northern & Southern Service Centers

C. Sample Forms

1. State Standard Agreement (STD 213) with

a. Exhibit A, Scope of Work (DPR 603AE)

b. Exhibit B, Budget Detail and Payment Provisions (DPR 604AE)

c. Exhibit B, Attachment I – Master Agreement Work Order

d. Exhibit C, General Terms and Conditions (GTC 610) by reference

e. Exhibit D, Special Terms and Conditions (DPR 605AE)

2. Disabled Veteran Business Enterprise (DVBE) Notice

Intentionally Left Blank

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SECTION 1 – GENERAL INFORMATION

1.1 INTRODUCTION

1.1.1 The State of California, Department of Parks and Recreation (DPR) is requesting Statements of Qualifications (SOQ) for Architectural and Engineering Services for projects located in California State Parks for the disciplines of Environmental Specialist, Environmental Scientist, Archaeologist, and Historian.

Firms (Contractors) will be selected on the basis of written response to this Request for Qualifications (RFQs) and an interview. Contractors shall be designated to perform Professional Services for the Northern Service Center (NSC) office located in Sacramento and for the Southern Service Center (SSC) located in San Diego for potential projects located within California State Parks for a term not to exceed Seven Hundred Thirty (730) calendar days unless a formal extension of the term of the Agreement is authorized by DPR and issued in the form of an Agreement Amendment.

1.1.2 Services for potential projects include, however are not limited to, some or all of the following:

♦ study, ♦ public meetings, ♦ environmental compliance, ♦ design team facilitation and management, ♦ planning, ♦ schematics, ♦ preliminary design, ♦ design development, ♦ preparation of construction documents (plans and specifications), ♦ estimating, ♦ preparation of building analyses for existing historic and non-historic structures, ♦ obtaining permits from state agencies (e.g. Coastal Commission, State Fire

Marshal, ADA Compliance Section of the Division of State Architect), ♦ financial management and reporting associated with completion of public works projects.

Potential projects will include, however not be limited to, resource remediation/mitigation and public assistance, building and systems renovation, rehabilitation of historic structures, new construction, and infrastructure projects.

1.2 TYPE OF PROFESSIONAL SERVICES

1.2.1 Contractors may submit qualifications for any or all of the disciplines listed and for either or both service centers. SOQs shall indicate the discipline type(s), service center(s) and shall discuss for each type of professional services for which qualifications are being submitted, the firm’s ability to produce designs, complete construction documents, studies, reports or other required documents and products, including plans, specifications and cost estimates. (Refer to Section 3.1 Minimum Requirements)

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Selections will be made for the following professional services disciplines:

A. ENVIRONMENTAL SPECIALIST

Environmental Specialist is responsible for the planning, coordination, analysis, documentation, compilation, circulation and completion of the appropriate environmental document necessary for Project compliance with the California Environmental Quality Act (CEQA) and the National Environmental Policy Act (NEPA).

Minimum Professional Qualifications:

Bachelor of Arts or Bachelor of Science in any major, but preferably in Environmental or Urban Planning, Public Administration, Outdoor Recreation, Park Management, or a natural resource-related field, plus

1. At least three (3) years of full-time professional experience or equivalent specialized training in environmental compliance (CEQA/NEPA) administration or management;

2. Demonstrated ability to understand the objectives, guidelines, regulations, comprehensive policies, and requirements of both CEQA and NEPA;

3. Demonstrated ability to locate environmental information, to analyze potential project effects on the environment, and to write clear, concise summaries, reports, and environmental documents;

4. Demonstrated ability to complete at least two (2) complex environmental compliance documents;

5. Demonstrated ability to effectively work in a multi-disciplinary environment.

Desirable Qualifications:

Demonstrated ability to analyze complex environmental problems accurately and propose effective solutions; ability to present information clearly and effectively in a variety of written, visual, and presentation formats.

B. ENVIRONMENTAL SCIENTIST

Environmental Scientist is responsible for all tasks that help DPR meet compliance with environmental laws concerning the identification, evaluation, and protection of natural resources.

Minimum Professional Qualifications:

Bachelor of Science or advanced degree with a major in biology, botany, ecology, environmental science or a closely related scientific discipline, plus

1. At least four (4) years experience in the implementation of restoration and monitoring projects and demonstrated expertise

March 2016 Page 4 of 21 including recognition of the dominant annual and perennial plant species of southern and central California. In addition, the Contractor shall have experience with surveying for sensitive plant species and vegetation mapping;

2. Demonstrate the ability to install and maintain various types of irrigation systems, and knowledge in the application of herbicides with the ability to recognize and identify southern California plants in order to avoid impacts to non-target species. Additionally, the Contractor must be able to mange and implement fuel reduction practices;

3. Demonstrated experience with the basic ecology of various southern/central California sensitive species. Additionally, the Contractor shall have demonstrated experience on a minimum of three (3) projects involving the monitoring and/or protocol level presence/absence surveys (United States Fish and Wildlife Service (USFWS) protocol) of endangered and/or threatened southern/central California wildlife species;

4. Demonstrated ability to conduct wetland delineations in accordance with U.S. Army Corps of Engineers guidelines.

Knowledge of:

Basic principles of land, water, fish, wildlife, and other natural resources research; principles of ecology; statistical methods; land-use practices with reference to their general effect on human health, natural resources, and the environment; effects of waste material and their interactions on the environment; chemical reaction; state and federal environmental rules, regulations, and requirements.

Ability to:

Collect environmental data (including GPS); analyze and evaluate data and reach sound conclusions; review, check, and interpret scientific and environmental reports; analyze situations and take appropriate actions;

establish and maintain cooperative relations and effective communications with local governments and all persons contacted; prepare clear, complete, and technically accurate reports; apply rules, regulations, policies, and requirements of state and federal environmental protection and resource management programs.

C. ARCHAEOLOGIST

Principal Investigator will be a known expert in prehistoric or historic archaeology specializing in archaeological sites specific to the location of the project and will have the ability to analyze complex archaeological sites, present information clearly and effectively in pictorial and written forms, analyze situations accurately and adopt an effective course of action.

Monitors will have experience monitoring projects with similar archaeological site types (e.g. coastal middens or stone tool production areas).

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All personnel engaged in work involving potential exposure to hazardous chemicals at the site are required to have completed training in accordance with California Code of Regulations Title 8, Section 5192(e). HAZWOPER training requirements are a minimum of 40 hours of instruction off site, and a minimum of three days actual field experience under the direct supervision of a trained, experienced supervisor.

Minimum Professional Qualifications:

Principal Investigator: Graduate degree in Archaeology, Anthropology, or closely related field, plus

1. At least one (1) year of full-time professional experience or equivalent specialized training in archaeological research, administration or management;

2. At least four (4) months of supervised field and analytic experience in general North American archaeology, and

3. Demonstrated ability to carry research to completion.

In addition to the minimum qualifications, a professional in prehistoric archaeology shall have at least one (1) year of full-time professional experience at a supervisory level in the study of archeological resources of the prehistoric period. A professional in historic archaeology shall have at least one (1) year of full-time professional experience at a supervisory level in the study of archaeological resources of the historic period.

Archaeological Monitor: Bachelor of Arts in Anthropology/Archaeology or related field and at least one (1) year of archaeological field experience in archaeological monitoring and/or excavation.

D. HISTORIAN

Historian will have specific experience in identification, recordation, evaluation, and treatment of historical properties including writing determination of eligibility and register nominations; and Historic Structure Reports that include in-depth analysis on contributing features, current conditions and treatment recommendations. Experience in completing Primary Record, and Building, Structure, Object (BSO) Record Forms (DPR 523A & 523B) and National Register nominations is desired. The DPR 523A & 523B Forms are used by all State agencies and their consultants.

Historical Monitors will have experience monitoring in construction areas and in communicating effectively with historical resource specialists and general contractors to convey the Secretary of the Interior’s standards as they apply to specific projects.

All personnel engaged in work involving potential exposure to hazardous chemicals at the site are required to have completed training in accordance with California Code of Regulations Title 8, Section 5192(e). HAZWOPER training requirements are a minimum of 40 hours of instruction off site, and

March 2016 Page 6 of 21 a minimum of three days actual field experience under the direct supervision of a trained, experienced supervisor.

Minimum Professional Qualifications:

Historian: Graduate Degree in Architectural History, Art History, History, Historic Preservation, Public History, or closely related field, with coursework in American Architectural History, plus one of the following:

1. At least two (2) years of full-time experience in research, writing, or teaching in American Architectural History, Public History, Cultural Resource Management or Restoration Architecture with an academic institution, historical organization or agency, museum, environmental consulting firm or other professional institution; or

2. Substantial contribution through research and publication to the body of scholarly knowledge in the fields of American Architectural History, Historic Preservation, Public History, or Cultural Resource Management.

Historical Monitors: Bachelors or Graduate Degree in Architectural History, Art History, History, Historic Preservation, Public History, or closely related field, with coursework in American Architectural History and at least one (1) year of historical field experience in historic building construction monitoring and/or building recordation.

1.2.2 Because the scope and number of projects and tasks are unknown at the time of

Agreement execution, under this RFQ the Agreement is known as a “Master Agreement”. Services will be contracted on a Work Order basis, as project(s) requirement(s) dictate. (See 2.5 Work Order Procedure)

DPR and Contractor agree that no specific quantity of work is guaranteed to be provided to Contractor under the terms and conditions of this Agreement.

DPR does not guarantee that Contractor will be assigned a project specific Work Order during the term of the Agreement.

1.2.3 Contractor shall provide all services required by, and in accordance with, each project specific Work Order and such other necessary and incidental services that are required to provide Resource Professional Services for the projects.

1.2.4 If Contractor is unable to furnish adequate services, fails to perform tasks such as deliverables, does not achieve project milestones or deadlines, DPR reserves the right to discontinue using Contractor’s services on that project and for any future projects. If Contractor fails to perform or does not have the resources to handle all the projects requiring services, DPR reserves the right to contract with the ranked firm(s) in order of rank, for the services. Contractor must achieve all deliverables and deadlines on time in order to facilitate DPR’s goal. Contractor shall communicate any anticipated problem with achieving project deliverables and/or deadlines.

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1.2.5 The Master Agreement is subject to DPR review and approval of Contractor’s performance at six (6)-month intervals.

1.3 RFQ ISSUING OFFICE

1.3.1 RFQ is issued by the California State Department of Parks and Recreation, Acquisition and Development Division. A copy of this RFQ may be obtained by downloading it from Department of General Services’ (DGS) website at:

https://caleprocure.ca.gov/pages/Events-BS3/event-search.aspx

At the website enter the “Event Name”, R15AD023 and select the “Search” button.

Click on the bid number and description to view the full advertisement and to download the bid documents.

1.3.2 All questions concerning this RFQ shall be submitted via email to

Tanya.Fralin@parks.ca.gov prior to 2 p.m. seven (7) days prior to the SOQ submittal Deadline. Should answers to questions amend the RFQ, DPR will issue an Addendum and post on this DGS website. It is the responsibility of the Contractors to download all Addenda from the DGS website.

1.3.3 All notices, clarifications, and addenda to this RFQ shall be posted on the above

DGS website. It is the proposing Contractor’s responsibility to monitor this website for all information regarding this RFQ. DPR is not responsible for sending individual notification of changes or updates. It is the sole responsibility of the proposing Contractors to remain apprised of changes to this RFQ.

1.3.4 The State of California encourages California certified small businesses (SB) to submit their SOQs, however, under contracting law for Architectural and Engineering Services agreements, the Small Business preference cannot applied to bids from a certified SB in the selection process.

The small business preference is not applicable for RFQ solicitations because the cost is negotiated with the most qualified firm. However, DPR encourages small businesses to participate in the RFQ process.

DPR strongly encourages Contractors responding to this solicitation to consider partnering with qualified California certified Small Businesses to foster working partnerships with the SB community.

Information about SB resources and whether your firm may be eligible for certification can be found at: http://www.dgs.ca.gov/pd/Programs/OSDS.aspx or by calling the Office of Small Business and DVBE Certification at (916) 375- 4940.

1.4 SOQ DEADLINE AND DELIVERY

1.4.1 Deadline: Sealed SOQs will be accepted no later than 2 p.m., Friday, April 1, 2016.

Note: DPR will not accept postmarks, email or facsimile (Fax) responses. SOQs must be received at the above address by the deadline indicated.

https://caleprocure.ca.gov/pages/Events-BS3/event-search.aspx mailto:Tanya.Fralin@parks.ca.gov http://www.dgs.ca.gov/pd/Programs/OSDS.aspx

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1.4.2 Delivery: SOQ envelopes shall be plainly labeled on the outside with Contractor’s name and address and the following:

RFQ Bid No. R15AD023 for Projects within California State Parks

DO NOT OPEN

Mail or deliver SOQs to:

Department of Parks and Recreation Attn: Contracts Section One Capitol Mall, Suite 410 Sacramento, California 95814

1.4.3 SOQs received after the deadline shall be rejected without review and shall be returned to proposing Contractor unopened via U.S. Mail.

1.5 WITHDRAWAL OF SOQ

1.5.1 Contractor may withdraw its SOQ at any time prior to the deadline for submitting SOQs, by notifying DPR in writing of its withdrawal. The withdrawal notice must be signed by a duly authorized representative of Contractor.

Contractor may thereafter submit a new or modified SOQ, provided that it is received at DPR no later than the SOQ due date and time (See Section 1.4 SOQ Deadline and Delivery).

1.6 REJECTION OF SOQ

1.6.1 DPR reserves the right to reject any or all SOQs received in response to this RFQ, to cancel this RFQ or to terminate the selection proceedings at any time, if DPR determines such action is in the best interest of DPR.

1.7 PROJECTED TIMETABLE

1.7.1 Individual projects will be scheduled throughout the funding life of the projects.

Contract negotiations for individual projects will include time constraints for the specific project in question.

1.8 AWARD OF AGREEMENT

1.8.1 Award of Agreement, if made, will be in accordance with this RFQ to the firm (s) deemed to be the most highly qualified to perform the required services for each discipline for each Service Center.

(END OF SECTION)

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SECTION 2 –SCOPE OF WORK

2.1 LOCATIONS OF POTENTIAL PROJECTS

2.1.1 Various projects are located statewide throughout the California State Parks system. Individual projects that may require Resources Specialist Professional Services are identified in “Attachment B, Project List for Northern & Southern Service Centers”.

2.2 DESCRIPTION OF POTENTIAL PROJECTS

2.2.1 Proposed projects include small new construction and large rehabilitation projects on existing buildings, new buildings including site infrastructure, as well as, larger projects that include multiple building site infrastructure and public use facilities at multiple locations. Typical estimated construction costs of the projects range from $50,000 to approximately $15 million.

2.3 SCOPE OF BASIC SERVICES

2.3.1 The scope of basic services required by this RFQ shall include some or all of the following:

A. Contractor shall provide all necessary expertise and services to professionally and diligently prosecute the work authorized by Work Orders to be issued by DPR and Contractor shall:

1. Contract for or employ at Contractor’s expense, subcontractors or personnel to the extent deemed necessary for the work. DPR reserves the right to reject the use of any subcontractor.

2. Consult, as necessary, with normal and customary employees, agencies, and/or representatives of DPR regarding the work of each Work Order.

3. Attend meetings with DPR, other professionals employed by DPR and local and regional agencies, as needed, and directed by DPR to perform the work.

4. Cooperate with other professionals employed by DPR for other work related to a Work Order.

5. Abide by all regulations imposed by funding sources, such as auditing requirements and payroll affidavits.

6. Be responsible for the professional quality, technical accuracy and the coordination of Contractor’s entire work product and provide a professional level of review of all deliverables to assure quality and technical accuracy of all documents furnished by Contractor under this Agreement. Contractor shall, without additional compensation, correct or revise any errors in its documents and other services.

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B. Provision of the Work: Work shall be provided in accordance with Work Orders to be issued under the Agreement resulting from this RFQ, and shall be subject to the provisions of the Agreement (See Attachment C, Sample Forms, Item 1, Standard Agreement Form STD 213), including any additional provisions specified in the Work Orders with regard to schedule, key personnel, and subcontractors.

2.4 DESCRIPTION OF WORK

2.4.1 Environmental Specialist, Environmental Scientist, Archaeologist, and Historian activities entail investigating, organizing, monitoring, coordinating, recording, reporting and administering the contractual and project resource specialist work on Department of Parks and Recreation projects located throughout the state.

All of Contractor’s proposed subcontractors will be interviewed and subject to approval by DPR. Contractor’s subcontractors shall report to the Service Center’s Supervising Resource Managers at the Northern Service Center or the Southern Service Center. The Contractor’s subcontractor shall work along side the Service Center team, consisting of State-employed Biologists, Historians, Architects, Engineers, etc. A subcontractor’s work schedule shall be compatible with the schedule of the Service Center team assigned to the project. The Contractor and its subcontractors shall adhere to all DPR policies and procedures.

The Contractor and its subcontractors’ performance will be evaluated according to the Agreement. DPR may request that a particular Contractor’s staff member or subcontractor be replaced due to poor performance, or any reason deemed necessary by State’s Representative. DPR will interview and approve all replacements prior to appointment, should replacement be necessary. In the event any subcontractor is absent for longer than a one (1) week period, DPR may request that a replacement be provided. The Contractor must supply replacement subcontractor no later than five (5) working days from notice by State’s Representative under the following circumstances:

Leave Poor Performance Recruitment of New Personnel Demonstrated Lack of Experience Incompatibility Any Reason Deemed Necessary by State’s Representative

2.4.2 The Contractor shall designate an Account Manager to be responsible for meeting with DPR State’s Representative on a quarterly basis or as requested by the State’s Representative to ensure that desired customer service levels are met.

Account Manager’s duties shall also include addressing any inquiries or concerns that arise concerning the Contractor’s own policies and procedures.

2.4.3 All Contractor’s staff or subcontractors must be in place no later than twenty (20) calendar days from the Notice to Proceed or no later than five (5) working days from notice by State’s Representative that additional personnel is required.

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2.4.4 The Scope of Work for the Contractor’s personnel to provide Environmental, Cultural and Natural Resource Services shall include some or all of the following:

A. ENVIRONMENTAL SPECIALIST

Environmental Specialist shall be responsible for participating on multi-discipline teams in the planning and construction of park facilities; the planning, coordination, analysis, documentation, compilation, circulation and completion of the appropriate environmental document necessary for project compliance with the California Environmental Quality Act (CEQA) and the National Environmental Policy Act (NEPA); submitting permit applications (Coastal Development Permits, CalTrans Encroachment permits, etc.), including all pertinent documentation, tracking permit progress through repeated contact with permitting agency and providing additional information to permitting agency, as required; prepare and maintain CEQA records, project tracking and document scheduling; provide assistance to other staff in the preparation of CEQA documentation; and assist in scoping and budget preparation of the environmental review component of proposed development projects.

B. ENVIRONMENTAL SCIENTIST

Environmental Scientist shall be responsible for all tasks that help DPR meet compliance with environmental laws concerning the identification, evaluation, and protection of natural resources; to work with the Project team to ensure that all aspects of the project design comply with the California Environmental Quality Act (CEQA) and/or the National Environmental Policy Act, Federal Endangered Species Act (FESA), California Endangered Species Act (CESA), Public Resource Code (PRC) 1601 & 1603, Sec. 401 & 404 of the Clean Water Act, and other state and federal laws, as needed; primary role, as a team member, is to provide the team with informed biological, project site information necessary for legal compliance and the protection of significant natural resources. Tasks include scoping projects, preparing project constraint/opportunities analysis, reviewing published databases for potential project area sensitivities, performing sensitive species surveys (as needed), performing wetland delineation (as needed), preparing the biological sections of CEQA/NEPA compliance documents, reviewing project plans, consulting with regulatory agencies and preparing Biological Assessments, as necessary, preparing project re-vegetation plans, preparing subcontractor contracts, performing construction monitoring to prevent impacts to sensitive species and preparing monitoring reports

C. ARCHAEOLOGIST

Principal Investigator, who is a known expert in either prehistoric archaeology or historic archaeology, shall provide a full range of professional archaeological services. This work may include pre-field research, preparing research designs, overseeing archaeological survey, field testing, lab work, analysis, cataloging, and/or artifact or feature conservation or treatment recommendations including all pertinent studies and report preparation, and performing or overseeing archaeological monitoring as required for various construction projects throughout California. Monitoring would include communicating with the State’s representative and specialist staff to establish a monitoring schedule during the construction phase of a project and completing daily monitoring logs and reports.

On some projects archaeological monitors may potentially be exposed to hazardous substances.

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D. HISTORIAN

Historians shall be responsible for a full range of services including assistance in project development by preparing documentation for the identification, recordation, evaluation, and/or preservation or conservation treatments of historic properties that occur with in the project area. These tasks may include completion of Historic Structure Reports; complete historic building condition assessments, Historic American Buildings Survey (HABS) and Historic American Engineering Record (HAER) recordation, and National Register and California Register nominations;

prepare Historic Property Survey Reports and Damage Survey Reports as needed. Determine potential project affects and through application of the Secretary of Interior Standards for the Treatment of Historic Properties how to avoid, reduce, or mitigate substantial impacts caused by project actions, thus addressing CEQA and/or NEPA, Natural Historic Preservation Act (NHPA) Section 106 or PRC 5024.5 compliance and complete documents and reports to ensure compliance with environmental mandates. Historians may also perform construction monitoring of projects that include the rehabilitation or restoration of historic buildings, structures, or landscapes to ensure avoidances and mitigations are performed as specified in the environmental compliance (CEQA/NEPA) documents, professional standards, and project specifications. Monitoring would include communicating with the State’s Representative to ensure that the project is adhering to the Secretary of the Interior’s Standards for preservation, restoration or rehabilitation; to establish a monitoring schedule during the construction phase of a project and the completion of daily monitoring logs and reports. On some projects monitors may potentially be exposed to hazardous substances.

2.5 WORK ORDER PROCEDURE FOR POTENTIAL PROJECTS

2.5.1 DPR shall authorize Contractor to perform work on a specific project, named in the “Project List for Northern & Southern Service Centers” (Attachment B of this RFQ), by issuing to Contractor a project specific Work Order. Each Work Order will identify the park and project name(s), the project-specific scope of services, the schedule for providing the services and the required deliverables.

2.5.2 Work Orders will be primarily based upon fixed fees negotiated for the specific project, including but not limited to, cost of travel and all incidentals necessary to complete the Work Order scope of work. DPR may, at its discretion, negotiate either hourly fee rates or fixed fees for the described services. (See Attachment C “Sample Forms”, Item 1.c Standard Agreement, Form STD 213, Exhibit B, Attachment I, Master Agreement Work Order “Sample”).

2.5.3 Contractor shall submit an estimated cost breakdown based upon the project specific scope which shall include all necessary hours to perform the project specific scope of services, all estimated hours of labor and the corresponding hourly rate, along with any other estimated additional costs for services, including but not limited to, any subcontractors, research, travel time, mileage and per diem, etc.

DPR will review Contractor’s cost estimate and negotiate, as needed. If Contractor’s estimated cost is reasonable, DPR may issue a Work Order

March 2016 Page 13 of 21 authorizing the start of work in accordance with Standard Agreement, Exhibit B, paragraph 1.C. (See Attachment C “Sample Forms”, Item 1.b Standard Agreement, Form STD 213, Exhibit B, Budget Detail and Payment Provisions, DPR 604).

2.5.4 DPR, at its discretion, may combine two (2) or more projects to be handled as a single Work Order assignment. If a Work Order assignment includes multiple projects, Contractor shall provide a separate invoice for each individual project for which services are provided under the single Work Order.

Contractor may be assigned various projects and tasks which may have different funding sources.

2.5.5 There shall not be a contract agreement until a Work Order has been fully executed.

2.5.6 DPR at its own discretion may choose to not prepare a Work Order and to not have the work performed even though Contractor’s cost was negotiated to a fair and reasonable price.

2.6 WORK ORDER ISSUANCE LOCATIONS

2.6.1 Work Orders for specific projects will be issued and managed from two (2) locations, the Northern Service Center (NSC) located in Sacramento and the Southern Service Center (SSC) located in San Diego.

2.6.2 The Project List identifies the Service Center Office from which DPR manages each specific project and from which projects, at the discretion of DPR, will be assigned to the selected Contractor.

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SECTION 3 – RESPONDING TO THIS RFQ

3.1 MINIMUM REQUIREMENTS

3.1.1 Statement of Qualifications. Contractor’s Statement of Qualifications (SOQ) shall clearly and accurately demonstrate specialized knowledge and experience required for consideration. Submit five (5) copies in paper form of the SOQ, which consists of a Cover Letter (Letter of Interest), RFQ Checklist (noting discipline(s) of interest and Service Center(s)), and Standard Form 330. SOQ shall be prepared in a bound 8.5” x 11” booklet format, using tabs to divide sections of the Form 330.

Note: Firms shall submit five (5) copies of their SOQ for each discipline of interest and for each Service Center for which they would like to be considered. For example, SOQ for Historian for NSC 5 copies SOQ for Archaeologist for NSC 5 copies SOQ for Historian for SSC 5 copies Total 15 copies

When submitting your SOQ’s, include a completed Attachment A.2, RFQ Checklist, identifying the discipline(s) of interest and the Service Center(s) of interest.

3.1.2 In your SOQ provide:

A. RFQ Checklist (Attachment A.2).

B. Cover letter, signed by an authorized representative of Contractor and which includes Contractor’s:

Legal name as registered with the Secretary of State, California

Business Program Address (mailing & street, if different) Telephone number Fax number Name, title and email address of Contractor’s contact person for this

RFQ.

C. Standard Form 330 (U.S. General Services Administration). Form 330 may be downloaded from: http://www.gsa.gov/portal/forms/type/TOP.

D. Darfur Contracting Act Certification (Attachment A.1).

E. A written statement of Contractor’s qualifications that is responsive to the selection criteria described in 3.2 Selection Criteria. Contractor shall include examples of successful projects within budget.

F. Schedule of Rates. Provide a Schedule of Rates for the principal

Contractor, or Contractors, if there is a joint venture or association, and http://www.gsa.gov/portal/forms/type/TOP

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Subcontractors. The schedule of rates shall consist of a list of Project staff by title with hourly billing rates. Billing rates shall include all hourly rates for designated employees and reimbursable costs in accordance with the following:

1. Hourly rates shall include all administrative overhead costs, including supervision, clerical, building rent, utilities, telephone (including cell phones), incidental costs, and profit. Only those employees actively providing services for a project specific Work Order shall be entitled to charge time to the project.

2. Contractor shall be reimbursed for all costs for scheduled travel expenses including transportation (mileage), meals, lodgings and incidental costs associated with requested work. Travel allowances shall not exceed the California Department of Personnel Administration (DPA) approved subsistence allowances in place at the time the contract is awarded unless previously authorized by

DPR.

3. DPR will reimburse Contractor’s field personnel for the actual, necessary and appropriate business and travel expenses incurred fifty (50) miles, or more, from base office, in accordance with Department of Personnel Administration (DPA) rules.

This is not a Fee Proposal.

3.1.3 Costs incurred for developing the SOQ and in anticipation of award of the agreement are entirely the responsibility of Contractor and shall not be charged to DPR and/or the State of California. All submittals become the property of DPR upon receipt and will not be returned to Contractor except as described in Paragraph 1.4.3.

3.2 SELECTION CRITERIA

3.2.1 The selection committee will be appointed by DPR’s Deputy Director of Acquisition and Development and will evaluate the SOQs using the following criteria:

Selection Criteria for Environmental Specialist Maximum

Points

1. Knowledge of, and professional experience with environmental compliance analysis and documentation associated with the California Environmental Quality Act (CEQA) and the National Environmental Protection Act (NEPA), Coastal Development permits and other environmental permits.

2. Demonstrated ability to analyze and document complex environmental data, in a clear, concise and understandable manner.

3. Demonstrated ability to communicate and work in a multi-work multi-disciplined environment.

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4. Demonstrated ability to prepare and complete high-quality environmental documents.

5. Reliability, continuity and location of firm’s administrative functions in proximity to the Northern and Southern Service Centers and Managing Units’ locations.

6. Staffing capability, education and experience of proposed and assigned personnel.

7. Demonstrated ability to meet requirements noted within this RFQ Section 1.2, Type of Professional Services, 1.2.1.A Environmental Specialist.

Total 100

Selection Criteria for Environmental Scientist

Points

1. Knowledge of and professional experience with sensitive plant and wildlife survey and monitoring methods, including U.S. Fish and Wildlife Service (USFWS) and/or California Department of Fish and Game (DFG) protocol-level wildlife surveys.

2. Ability of the firm to provide experienced biologists that are USFWS-permitted for various Federal-listed wildlife species on DPR projects throughout the State of California.

3. Knowledge of and professional experience with the preparation of mitigation and monitoring plans, resource management plans, vegetation restoration plans, re-vegetation plans, biological assessments and environmental documents.

4. Ability of the firm to perform habitat restoration/re-vegetation and fuel management projects.

5. Quality and relevance of recently completed or ongoing work. 10

6. Reliability, continuity, and location of firm’s administrative functions in proximity to the Northern and Southern Service Centers and Managing Units’ locations.

7. Demonstrated ability to meet requirements noted within this RFQ Section 1.2, Type of Professional Services, 1.2.1.B Environmental Scientist.

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Selection Criteria for Archaeologist

Points

1. Ability of firm to commit to DPR projects staff that meets the Secretary of the Interior's Professional Qualification Standards to work as a Principle Investigator for Prehistoric and/or Historic archaeological investigations (the requirements used by the National Park Service that are published in the Code of Federal Regulations, 36 CFR Part 61).

2. Professional archaeological experience of the firm in performing Phase I literature/background research and field inventories preparing research designs for and completing Phase II and Phase III archaeological surveys and excavations; completing National Register Nominations; preparing Determinations of Eligibility (DOE) and performing archaeological monitoring.

3. Firm has provided historic and/or ethnographic research, cultural resources monitoring and recordation services to State and/or Federal government agencies for a minimum of five (5) years.

4. Firm has a minimum of two (2) continuous years of experience working with agencies of the State of California

5. Reliability, continuity and location of firm’s administrative functions in proximity to the Northern and/or Southern Service Center and Managing Units locations.

6. Staffing capability, education and experience of proposed and assigned personnel.

7. Demonstrated ability to meet requirements noted within this RFQ Section 1.2, Type of Professional Services, 1.2.1.C Archaeologist.

March 2016 Page 18 of 21

Selection Criteria for Historian

Points

1. Ability of the firm to commit to DPR projects staff that meet the Secretary of the Interior's Professional Qualification Standards in History and Architectural History (the requirements used by the National Park Service that are published in the Code of Federal Regulations, 36 CFR Part 61).

2. Professional historians with experience in conducting oral histories, archival, title and land use history research, historic property recordations, National Register Nominations, Determinations of Eligibility (DOE), Historic American Building Surveys (HABS), Historic American Engineering Records (HAER), cultural landscape reports, historic structure reports, condition assessments and treatment plans. Professional historians with experience in monitoring construction for restoration or rehabilitation projects within or upon historic buildings and a working knowledge of the Secretary of the Interior's Standards and Guidelines that relate to historic buildings.

3. The firm has provided historic research, cultural resources inventory, evaluation, monitoring and recordation services to State and/or Federal government agencies for a minimum of five (5) years.

4. The firm has a minimum of two (2) continuous years of experience working with agencies of the State of California

5. Reliability, continuity and location of firm’s administrative functions in proximity to the Northern and/or Southern Service Center and Managing Units locations.

6. Staffing capability, education and experience of proposed and assigned personnel.

7. Demonstrated ability to meet requirements noted within this RFQ Section 1.2, Type of Professional Services, 1.2.1.D Historian.

Total 100

Firms shall respond in writing indicating how they believe their experience fulfills the requirements of these criteria.

3.3 EVALUATION AND SELECTION PROCESS

3.3.1 The DPR Selection Committee Members will review, evaluate and score each SOQ based on the above selection criteria. These factors shall be weighed according to the nature of the services to be provided and the needs of DPR.

3.3.2 All SOQs received will be evaluated to determine the extent to which they comply with this solicitation’s document requirements.

3.3.3 If an SOQ fails to meet a material solicitation document requirement, the SOQ may be rejected. A deviation is material to the extent that a response is not in

March 2016 Page 19 of 21 substantial accord with solicitation document requirements. Immaterial deviations may cause an SOQ to be rejected.

3.3.4 During the evaluation process, DPR may require Contractor to answer questions with regard to the Contractor’s SOQ. Failure of Contractor to demonstrate that the claims made in its SOQ are in fact true may be sufficient cause for deeming an SOQ non-responsive.

3.3.5 For each Service Center at least three (3) Contractors with the highest scores will be selected for the "Short List" for each discipline. Each of the “Short List” Contractors will be invited to an interview and asked to make an oral presentation on Contractor’s firm and its qualifications and experience. Contractors not invited to interview will be notified in writing.

3.3.6 At any time, DPR may contact a Contractor’s previous clients and/or project owners to verify the experience and performance of the prospective Contractor, its key personnel, and its subcontractors.

3.3.7 After the interviews, Contractors shall be ranked (1, 2, 3, etc.) based on each

Contractor’s combined interview scores from each Selection Committee Member.

Contractors will be notified in writing of the ranking results.

March 2016 Page 20 of 21

SECTION 4 – ADMINISTRATIVE PROCESS AND REQUIREMENTS

4.1 AGREEMENT FOR SERVICES

4.1.1 The number one ranked (selected) Contractor for each discipline and each Service Center will be notified in writing and be provided information for entering into the Master Agreement.

4.1.2 DPR will attempt to enter into negotiations with the selected Contractor for a satisfactory agreement and reasonable fee for the services needed.

4.1.3 If a satisfactory contractual agreement on services and compensation cannot be reached between DPR and the selected Contractor DPR reserves the right to terminate negotiations with the selected Contractor and attempt to reach satisfactory contractual agreement with the remaining qualified Contractors in order of their ranking.

4.1.4 The selected Contractor, with which DPR successfully negotiated, shall be required to execute a “Master Agreement” by Standard Agreement, Form STD 213 (Attachment C to this RFQ). The Standard Agreement shall include the agreement terms and conditions of this RFQ. Contractor shall execute the required number of copies of the Agreement documents and return them within seven (7) calendar days, after Contractor has received written notice of the successfully negotiated agreement.

DPR reserves the right to modify or update the Standard Agreement in the interest of DPR, in whole or in part, at any time up to the negotiation of the agreement with the Contractor. By submitting for this RFQ, the prospective Contractor and its key subcontractors acknowledge that a) the project team will provide the services required in the agreement, and b) has no objection to the Standard Agreement.

4.1.5 DPR will determine on a project-by-project basis, the Resource Specialists

Professional Services required. As a project becomes available in a Service Center, Contractor shall be notified and provided written instructions for negotiations. Negotiations will follow at which time Contractor will be asked to submit a detailed fee schedule for the project specific Work Order. DPR will attempt to negotiate a satisfactory agreement and reasonable fee for the services needed.

4.2 INSURANCE REQUIREMENTS

4.2.1 Contractor shall be required to furnish evidence of insurance according to requirements included in Attachment C, “Sample Forms”, Item 1 Standard Agreement, Exhibit D - Special Terms and Conditions, paragraph 1 “Insurance Requirements”. (Form DPR 605AE)

4.3 DISABLED VETERAN BUSINESS ENTERPRISE REQUIREMENTS

4.3.1 DPR requires a participation goal of a minimum six percent (6%) for Disabled Veteran Business Enterprises (DVBEs). The selected Contractor shall be required to demonstrate DVBE compliance. See Attachment C, “Sample Forms”, Item 2, March 2016 Page 21 of 21

Documentation of Disabled Veteran Business Enterprise Program Requirements, Form DPR 479RFQ (8 pages).

4.3.2 Information about DVBE resources can be found at:

http://www.dgs.ca.gov/pd/Resources.aspx or by calling the Office of Small Business and DVBE Certification at (916) 375-4940.

4.3.3 Compliance forms for this purpose will be provided at the time the Standard

Agreement documentation is sent to Contractor for execution. (See Attachment C, Sample Forms, Item 2, Disabled Veteran Business Enterprise Program for DVBE compliance forms).

4.3.4 DVBE documentation is not submitted with the SOQ. However, documentation will be required of selected Contractor at time the Standard Agreement is signed.

http://www.dgs.ca.gov/pd/Resources.aspx

March 2016 Attachments

ATTACHMENT A

CONTRACTOR SOQ DOCUMENTS

1. Darfur Contracting Act Certification

2. RFQ Checklist

State of California Request for Qualifications Bid No. R15AD023 Department of Parks and Recreation Resource Specialist Professional Services

ATTACHMENT A.1

Darfur Contracting Act

DPR 74 (Rev. 9/2010)(Excel 9/2/2010)

FOR DEPARTM ENT USE ONLYState of California - Natural Resources Agency

DEPARTMENT OF PARKS AND RECREATION

DARFUR CONTRACTING ACT CERTIFICATION

Public Contract Code Sections 10475 -10481 applies to any company that currently or within the previous three years has had business activities or other operations outside of the United States. For such a company to bid on or submit a proposal for a State of California contract, the company must certify that it is either a) not a scrutinized company; or b) a scrutinized company that has been granted permission by the Department of General Services to submit a proposal.

If your company has not, within the previous three years, had any business activities or other operations outside of the United States, you do not need to complete this form.

AGREEMENT/PAPO NO.

OPTION #1 - CERTIFICATION

If your company, within the previous three years, has had business activities or other operations outside of the United States, in order to be eligible to submit a bid or proposal, please insert your company name and Federal ID Number and complete the certification below.

I, the official named below, CERTIFY UNDER PENALTY OF PERJURY that a) the prospective proposer/bidder named below is not a scrutinized company per Public Contract Code 10476;

and b) I am duly authorized to legally bind the prospective proposer/bidder named below. This certification is made under the laws of the State of California.

COMPANY/VENDOR NAME (Printed)

BY (Authorized Signature)

PRINTED NAME AND TITLE OF PERSON SIGNING

DATE EXECUTED EXECUTED IN THE COUNTY AND STATE OF

FEDERAL ID NUMBER

OPTION #2 - WRITTEN PERMISSION FROM DGS

Pursuant to Public Contract Code section 10477(b), the Director of the Department of General Services may permit a scrutinized company, on a case-by-case basis, to bid on or submit a proposal for a contract with a state agency for goods or services, if it is in the best interests of the state. If you are a scrutinized company that has obtained written permission from the DGS to submit a bid or proposal, complete the information below.

We are a scrutinized company as defined in Public Contract Code section 10476, but we have received written permission from the Department of General Services to submit a bid or proposal pursuant to Public Contract Code section 10477(b). A copy of the written permission from DGS is included with our bid or proposal.

COMPANY/VENDOR NAME (Printed)

INITIALS OF SUBMITTER

PRINTED NAME AND TITLE OF PERSON INITIALING

FEDERAL ID NUMBER

ATTACHMENT A.2

RFQ CHECKLIST

for Projects within California State Parks

Name of Firm

Place this checklist at front of each SOQ copy with checkmarks as applicable.

Each firm must identify the Discipline(s) of Professional Services for which it wants to be considered and select the Location(s) of projects for which it is interested in providing services, Northern Service Center (NSC) and/or Southern Service Center (SSC).

Check the Discipline(s) and Location(s) for which your firm is submitting qualifications as Prime:

DISCIPLINE NSC SSC

Environmental Specialist

Environmental Scientist

Archaeologist (NSC only)

Historian (NSC only)

Submit five (5) copies of an SOQ for each discipline of interest for each Service Center for which your firm would like to be considered. For example:

Environme…