JR3 Tech Evaluation Categories.pdf

TECHNICAL EVALUATION CRITERIA UTILITY SYSTEM PRIVATIZATION

Version Jan 2010

ATTACHMENT JR3

Technical Evaluation Criteria JR3.1 Technical Evaluation Overview The following are general categories of information that are reasonably and logically related to or encompassed within the evaluation factors stated in Section M of the solicitation and that the Government’s Technical Evaluation Team may look at when evaluating Offerors’

Volume I, Technical Proposals. This non‐exhaustive set of information is provided solely for informational purposes to assist Offerors in understanding the level of detail the

Government seeks and is subject to change, without notice, as circumstances for a given procurement/installation warrant.

JR3.1.1 Technical Capability

JR3.1.1.1 Service Interruption/Contingency and Catastrophic Loss Plan

Ability (during normal daily operations and during disaster/contingency situations) to receive service requests; to classify their severity; to appropriately respond to those requests;

to provide status to the customer; and to access proper manning, materials, and equipment.

JR3.1.1.1.1 Service Call/Dispatch Procedures during Normal Daily Operations

How effectively will the service call/dispatch procedures support Installation utility requirements during normal daily operations, taking into account the following:

Ease of Submitting Service Requests

Location of Service Call Center

Communication Line ‐‐ level of line dedication to Government customer

Data Collection ‐‐ detail and sufficiency

Service Call Classification ‐‐ process accuracy and consistency

Response and Remedy/Downgrade Times

Expected Causes of Service Interruption

Coordination of Scheduled Outages

Service Call Status/Feedback to Government Customer

Rescheduling of Work ‐‐ level of flexibility

Real‐Time System Monitoring Capability

Availability of Management

In‐House Communications ‐‐ capability and effectiveness

JR3.1.1.1.2 Service Call/Dispatch Procedures during Disaster/Contingency Operations

How effectively will the service call/dispatch procedures support Installation utility requirements during Installation disaster/exercise/contingency operations, taking into account the following:

Emergency Operations Center (EOC) – availability of, or capability of establishing, an EOC

Capability / Plans for Handling an Increased Volume of Service Requests ‐‐ receipt, processing, and maintenance/provision of status

Data Collection ‐‐ detail and sufficiency

Initial Response – classification, prioritization, and optimum use of resources

Real‐Time System Monitoring Capability

Availability of Management

In‐House Communications ‐‐ capability and effectiveness

JR3.1.1.1.3 Manpower, Material & Equipment Availability during Normal Daily Operations

How effectively will the personnel manning, as well as accessibility to proper materials and equipment, support Installation utility requirements during normal daily operations, taking into account the following:

Manpower Totals

Qualifications of Initial Responder(s) ‐‐ degree to which service calls can be remedied or safety/hazardous situations can be eliminated on the spot by initial responder(s)

Qualifications of Initial Work Crew(s) ‐‐ degree to which service calls can be remedied or safety/hazardous situations can be eliminated on the spot by initial work crew(s)

Stockpile/Equipment/Material ‐‐ accessibility, sufficiency, maintaining status

Vehicle Fleet ‐‐ accessibility, sufficiency, maintaining status

JR3.1.1.1.4 Manpower, Material & Equipment Availability during Disaster/Contingency Operations

How effectively will the personnel manning, as well as accessibility to proper materials and equipment, support Installation utility requirements during Installation disaster/exercise/contingency operations, taking into account the following:

Availability and Quality of Supplemental Manpower

Stockpile/Equipment/Material ‐‐ lead times, support arrangements

Vehicle Fleet ‐‐ special purpose vehicles, support arrangements

Experience with large‐scale disaster/contingency operations

JR3.1.1.2 Operations and Maintenance Plan/Quality Management Plan

Overall quality philosophy and the adequacy of procedures used to ensure that contract requirements are met (or exceeded) and that the system is being operated and maintained in a manner consistent with its long‐term ability to provide reliable, cost‐effective, and compliant service.

Ability to modify service practices and QMP as necessary to accommodate changes in legal requirements or industry standards.

JR3.1.1.2.1 Performance and Service Standards

Performance standards and/or specifications that the Offeror will comply with for construction, operation, maintenance, management, environmental, disaster recovery, and safety.

Detailed discussion of the standards, procedures, and/or specifications that must be complied with to meet each of the service standards criteria listed in Table L‐1 of the RFP, including:

Federal, State, Local, Installation‐Specific, and Industry Performance Standards

Offeror‐proposed Performance Standards/Specifications ‐‐ to meet service standards criteria listed in Table L‐1 of RFP

JR3.1.1.2.2 Planned Maintenance Activities

Detailed description of operations and maintenance policies and procedures, including:

Policies and Procedures ‐‐ effectiveness of specific polices/procedures

Activities, Tests, and Inspections

JR3.1.1.2.3 Staffing Plan

Proposed workforce, position by position (from apprentice through Installation Project

Manager) and the qualifications (training, certifications, experience, and education) that a new hire is required to have to fill each position, including:

In‐House Staff

Subcontractors

JR3.1.1.2.4 Advanced Operational System Planning

Advanced planning/analysis techniques to help determine future operations, maintenance, and upgrade activities that may be required on the utility system, including:

Determining Current and Future System Capacity

Identifying Component Malfunctions in Advance

JR3.1.1.2.5 Obtaining Feedback/Measuring Job Performance/Continuous Improvement

Methods of obtaining, reviewing, and implementing customer feedback. Detailed description of policies, procedures, and techniques for ensuring quality work is performed, including:

Customer Feedback

Measuring Job Performance/Continuous Improvement

JR3.1.1.2.6 Quality/Performance Awards and Certificates

Discussion of widely recognized awards or certificates the Offeror has received and the significance of these awards or certificates, including:

Significance of Awards/Certificates – level, number of times received

Applicability of Awards/Certificates to utility services

JR3.1.1.2.7 Specialty Skills Training for Military Personnel

Plan for providing Specialty Skills Training for military personnel (if required by the

Solicitation), including:

Levels of Training ‐‐ skill level provided, scheduling, training demand, currency of curriculum

Location of Training

JR3.1.1.2.8 Connections/Disconnections

Expected process for submitting and supporting requirements for adding service points and/or for deleting any service points that are no longer required, including:

Coordination/Notification Process

Level of Involvement ?in Planning? ‐‐ meeting attendance, field inspections, etc.

JR3.1.1.2.9 Environmental Compliance

Approach and responsibilities to ensure environmental compliance in the ownership, management, operation, maintenance, and upgrade of the utility system, including:

Permits

Spill Plan

Hazardous Waste Minimization and Handling of Hazardous Materials

Other Environmental Plans and Assessments

JR3.1.1.3 Initial System Deficiency Corrections/Upgrades/Connections and Renewals and Replacements Plan

How comprehensively, realistically, and effectively upgrade, renewal, and replacement activities are identified, planned, and executed to ensure a long‐term efficient utility system.

JR3.1.1.3.1 Initial Plan for System Deficiency Corrections

How comprehensively, realistically, and effectively the Initial System Deficiency

Corrections Plan addresses the initial repair, replacement, and improvement activities (to be completed within the first 5 years of the contract) that are required to bring the utility system up to all applicable requirements and standards imposed by law, as well as the standards typically applied by the Offeror to its other utility systems, taking into account the following:

Government‐Identified Deficiencies

Contractor‐Recommended System Upgrades

Initial System Deficiency Corrections Schedule

After these initial system deficiency corrections are performed, how effectively will subsequent renewals and replacements ensure the long‐term safe and reliable operation of the utility system?

JR3.1.1.3.2 Renewals and Replacements Plan

How comprehensively, realistically, and effectively does the Renewals and Replacements

Plan address the continuing maintenance, repairs, and upgrades that will be required to permit the long‐term safe and reliable operation of the utility system once the system has been brought up to standards by the initial system deficiency corrections, taking into

Conceptual Methodology for R&R

Life‐Cycle Replacement of Major Components

Addressing System Condition at Beginning/End of Contract

JR3.1.1.3.3 Addressing New or Revised Requirements and Standards

Identify and assess any new or revised standards that may require system upgrades or modification or affect system operation, including:

Identifying and Determining Potential Effect of New or Revised

Standards/Technologies

Implementation of New or Revised Standards/Technologies

JR3.1.1.4 Operational Transition Plan

Adequacy and effectiveness in maintaining continuous utility service and minimizing service impacts, while effectively transferring responsibility and accountability for utility system capital assets, permits, personnel resources, administration, and other system responsibilities.

JR3.1.1.4.1 Length of Transition Period

How appropriate is the length of the Transition Plan? Is it clearly defined and does it appear to be long enough to accommodate the expected list of activities to ensure a smooth transition, including:

Overall Length of Transition Period

Sufficiency – Is overall length appropriate for required transition activities?

Allotted Time for Individual Activities

JR3.1.1.4.2 Transition Activities

How likely is it that the Transition Plan will result in a “seamless” transition, taking into

Overall Schedule of Transition Activities

Description of Individual Transition Activities

Time Allotment and Phasing ‐‐ logical flow of events