SP Attachment 2 Minimum Qualifications.doc

SP_REQ-DASBOB-00036276_SP_Attachment-3 Minimum Qualifications

Attachment 3 - Minimum Qualifications for:

Investment Grade Traffic & Revenue Study Analysis

MINIMUM QUALIFICATIONS

Offerors must meet the following minimum qualification:

· Since 2010, Offeror must have provided at least 10 investment grade traffic and revenue studies that have been relied upon for toll revenue bonds, TIFIA loans, or both; Offeror must present 5 investment grade traffic and revenue studies (conducted in 2012 or later) used for tolled projects currently in operation.

· Since 2010, Offeror must have provided at least 3 investment grade traffic and revenue studies for first time tolling agencies/jurisdictions.

· Since 2010, offeror must have provided investment grade traffic and revenue studies for at least 5 different public organizations, each from a different state.

Offer must demonstrate how Offeror meets all of the following business requirements:

· Licensing requirements

· Certification requirements

· Licensing/Registration requirements

· Key Person Requirements

· Key Persons must have a minimum of 5 years of investment grade T&R experience that includes presenting to TIFIA and rating agencies.

· The Offeror’s Project Manager needs to demonstrate at least 15 years of experience in providing investment grade traffic and revenue studies.

Offer Page Limit

The Offer is limited to 20 pages. Any pages exceeding this limit will not be provided to the evaluation committee or considered in the evaluation. Promotional material or irrelevant information must not be included. The following items are excluded from the page limit:

· Disclosure Exemption Certification (Attachment B)

· Offeror Information and Certification Sheet (Attachment C)

· Responsibility Inquiry Form

· Key Person Resumes Qualifications of Offeror (Firm). Offeror shall:

1) Provide a brief profile of the firm, including the types of services offered related to investment grade traffic and revenue studies; the year founded; form of the organization (corporation, partnership, sole proprietorship); number, size, and location of offices; and number of employees.

2) Describe the firm’s experience in performing investment grade traffic and revenue studies and related tasks described in the RFQ, including:

a) The number of investment grade T&R studies Offeror has completed in the last 5 years;

b) The number of different states (in the United States) Offeror has conducted investment grade T&R studies in the past 10 years and, of these, how many were conducted as the first for such state;

c) The number of the investment grade T&R studies have been relied upon to support TIFIA applications over the last 5 years. Include a list of transactions and TIFIA loan size(s);

d) The number of T&R analyses have been done in support of other toll backed revenue obligations. Include a list of transactions, credit ratings received, and the par amount of bonds/obligations. Also include issuers’ credit ratings for non-toll backed revenue obligations, if available, for purposes of comparison; and any relevant information pertaining to credit support provided by non-toll backed credits;

e) Summary documentation, including narrative and graphics as needed, showing an analysis of how the firm’s T&R study and analyses compare to the actual outcome of the project the T&R study and analysis was prepared for, including relevant context. Please also identify which Key Staff participated in the T&R study and analysis provided, and their role; and

f) A description of Offerors experience working with credit rating agencies in support of toll revenue obligations.

Qualifications of Offeror (Proposed Project Team). Offeror shall:

1) Describe staff that will be assigned to this project and specify their years of experience and specific experience working on investment grade T&R studies that have supported toll revenue bonds/obligations, TIFIA loan applications, or both.

2) Identify subconsultants by company name, address, contact person, telephone number and project function. Describe Offeror’s experience working with each subconsultant.

3) Provide 2 references for the proposing firm, including name, title, address and telephone number of the person(s) at the client organization who is most knowledgeable about the work performed. Identify Offeror personnel who worked on the reference projects.

4) At a minimum 2 references for each of the Key Staff (project manager and key leads) shall be provided. Furnish the name, title, address and telephone number of the person(s) at the client organization who is most knowledgeable about the work performed.

5) Provide resumes for the proposed project manager and other Key Staff, using Agency’s Key Staff Resumes template, which may be included in the single Offer file or they may be submitted as a separate file (one file for all Key Staff Resumes).

a. Provide education, experience, and applicable professional credentials of project staff including investment grade T&R studies.

6) Include a project organization chart, which clearly delineates communication/reporting relationships among the project staff. Ensure the project organization chart shows the proposed communication/reporting relationship between project staff and ODOT staff.

Understanding of the Project and General Approach Offeror shall submit a narrative and staffing plan, which addresses the experience and approaches specific to investment grade T&R analysis as detailed in the scope of work and demonstrates the Offeror’s understanding of the Agency’s needs and requirements.

Offeror shall:

1) Describe the project scope to be managed under contract for this multi-step procurement;

2) Describe the approach and work plan for completing the tasks to successfully deliver on Agency’s needs and specify who would perform them;

3) Provide descriptions of recommended additional services and programs, if any;

4) Identify methods that Offeror will use to ensure quality control as well as budget and schedule control;

5) Identify methods that Offeror will use to provide oversight of work as well as budget and schedule control for the project;

6) Identify any special issues or problems that are likely to be encountered with the services identified herein and how the Offeror would propose to address them.

7) Describe any innovations or best practice approaches that the firms will implement during the course of the contract.