T17SOL10015_am_2.pdf

(x)

T17SOL10015

x x copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted ; or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGEMENT TO BE RECEIVED AT

THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted , such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

x

OCON

Washington DC 20013-7012

MRC 1200

P.O. BOX 37012

OCON

OCON

Washington DC 20013-7012

MRC 1200

P.O. BOX 37012

SMITHSONIAN INSTITUTION

01/26/2017000002

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

12. ACCOUNTING AND APPROPRIATION DATA (If required) is not extended.is extended, Items 8 and 15, and returning

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended , by one of the following methods: (a) By completing

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

FACILITY CODE CODE

10B. DATED (SEE ITEM 13)

10A. MODIFICATION OF CONTRACT/ORDER NO.

9B. DATED (SEE ITEM 11)

9A. AMENDMENT OF SOLICITATION NO.

CODE

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State and ZIP Code)

7. ADMINISTERED BY (If other than Item 6)CODE 6. ISSUED BY

PAGE OF PAGES

4. REQUISITION/PURCHASE REQ. NO.3. EFFECTIVE DATE2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO. (If applicable)

1. CONTRACT ID CODE

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

01/26/2017

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority) appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

E. IMPORTANT: Contractor is not, is required to sign this document and return __________________ copies to the issuing office.

ORDER NO. IN ITEM 10A.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

Attached please find the Industry Day sign-in sheet and powerpoint presentations.

The response date is hereby extended to March 22, 2017 at 3:00 EST.

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)15A. NAME AND TITLE OF SIGNER (Type or print)

15C. DATE SIGNED 16B. UNITED STATES OF AMERICA 15B. CONTRACTOR/OFFEROR 16C. DATE SIGNED

(Signature of person authorized to sign) (Signature of Contracting Officer)

Thomas Dempsey

STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA

FAR (48 CFR) 53.243

NSN 7540-01-152-8070

Previous edition unusable

Except as provided herein, all terms and conditions of the document referenced in Item 9 A or 10A, as heretofore changed, remains unchanged and in full force and effect .

PUBLIC‐PRIVATE‐PARTNERSHIP FOR THE DESIGN, CONSTRUCTION, FINANCING, OPERATION

AND MAINTENANCE OF THE NATIONAL ZOOLOGICAL PARK CENTRAL PARKING FACILITY

Request for Qualifications NO. T17SOL10015 Industry Forum

January 13, 2017

CENTRAL PARKING FACILITY

Please note that in the event of any conflict between the content of this presentation and the RFQ, the terms and conditions of the RFQ shall prevail. This presentation is intended to summarize key provisions of the RFQ and is not binding on Respondents.

Background and Overview

Background

Lot A: 33,720 sq ft | 100 spaces Lot B: 38,778 sq ft | 115 spaces Lot C: 85,986 sq ft | 255 spaces Lot D: 73,510 sq ft | 218 spaces Lot E: 57,661 sq ft | 171 spaces

Lot A: 33,720 sq ft | 100 spaces Lot B: 38,778 sq ft | 115 spaces Lot C: 85,986 sq ft | 255 spaces Lot D: 73,510 sq ft | 218 spaces Lot E: 57,661 sq ft | 171 spaces

Zoo currently hosts 859 parking spaces across five surface lots covering 6.38 acres

NZP’s 2008 Comprehensive Facilities Master Plan sets out the development of a Central Parking Facility (CPF) in order to meet the following objectives:

1. Facilitate visitation

a) provide visitors an access point that is central, accessible and modernized

b) provide visitors expanded onsite parking

2. Regain acreage to expand animal habitats;

3. Consolidate access points for increased security;

4. Improve pedestrian safety by reducing pedestrian/vehicular conflict.

Project scope includes:

• Central parking structure (≈1300 spaces);

• Pedestrian bridge and midpoint entry;

• Bus drop‐off and turn‐around point;

• Ancillary works.

NZP CPF P3 ‐ RFQ No. T17SOL100152/13/2017

Snapshot of Current Parking Operations

• 2016 Zoo visitation – 2.56 million

• In addition to vehicles, Zoo also accessible by public transportation

• Smithsonian Enterprises is current operator

• Parking access control systems installed in

• Zoo closes its gates by 10:30 a.m. between 100‐130 days a year, as it is unable to attend to demand

• Flat rate of $22 per vehicle per day for all lots (most stay 3 hours)

• Total revenues having grown steadily at over 4% per year despite capacity constraints

• NZP has an extensive privilege regime, but this is being restructured [will be fully defined prior to RFP]

1,500,000

2,000,000

2,500,000

3,000,000

2010 2011 2012 2013 2014 2015 2016

Total Zoo Visitation by Fiscal Year

Total Visits Linear (Total Visits)

FY 2015 FY 2016

Vehicles 285,957 295,204 Gross Revenue $6,345,037 $7,149,358 Privileges $1,715,447 $1,886,547

Revenues (net of privileges) $4,629,590 $5,262,811

Existing surface parking lots no longer meet the needs of the Zoo’s growing attendance and future programming

Key Delivery Considerations

Category Objectives

Timeline • Avoid schedule delays and protracted construction. Transfer completion risk

Design / Aesthetics • Landmark site requires / aesthetic alignment with NZP mission

• Design to meet current and future requirements and green standards

Constructability and Integration

• Integrate with existing General Services Building

• Construction must take place without disrupting ongoing GSB operations

Operability • Fully integrated into NZP traffic management plan

• Technologies to facilitate traffic flow and maximize revenues

Life‐Cycle • Ensure life‐cycle management at prescribed performance standards.

Cost • Cost efficiencies through innovation and bundling through DBFOM

Revenue • Annual concession fee and/or a revenue‐sharing arrangement with NZP

• Commercialization / Innovative CPF usage during off‐peak hours

Service Levels • Focus on visitor satisfaction and quality of service

• Real time information and best‐in‐class amenities and technology

Asset Stewardship • Maintain facilities in accordance with optimal standards over term

Continuous Improvement • Continuously improve service levels via new technologies

Safety • Provide safe, secure, efficient parking at NZP

Project Delivery Approach

Baseline Transaction Structure

Transaction Structure: Design‐Build‐ Finance‐Operate‐Maintain (DBFOM).

Compensation Structure: User payments, with rates and charges regulated by NZP. SI does not anticipate additional owner guarantees.

Anticipated Term: Construction + 30 year O&M.

Ownership: Smithsonian

Owner Consideration: Annual concession fee (fixed and/or variable).

Scope of Services: Private Partner to design, build, finance, operate and maintain CPF and related facilities in accordance with prescribed standards (as set out in RFP and Contract).

Rights: Anticipated leasehold concession.

7NZP CPF P3 ‐ RFQ No. T17SOL100152/13/2017

Anticipated Scope

2.2.2. Design and Construction Scope

2.2.2.1 Central Parking Facility (≈1300 spaces)

2.2.2.2 Pedestrian bridge and midpoint entry

2.2.2.3 Bus drop off and turn‐around

2.2.2.4 Ancillary works

Design and Construction Considerations:

• Aesthetic alignment with Zoo mission

• Functionality and operability

• Green Garage standards

• Constructability

• Third party consultations and approvals

2.2.3 Financing Scope

• Private financing (off‐balance to SI)

• Open to all capital structures

2.2.4 Operations & Maintenance

2.2.4.1 Parking operations

• Obligation to provide a broad range of parking and traffic management services at prescribed service levels, including responsibility for continual technology management

2.2.4.2 Maintenance

• Routine and major maintenance of facilities

• Handback standards

Procurement Overview

RFQ Overview

(1 ) Introduction & General Information

Appendix A – Information Memorandum

(2) Project Description

(3) Procurement Requirements and Protocol

(5) SOQ EVALUATION & QUALIFICATION

Appendices

Invitation for submission of statements of qualifications , description of Contracting Authority, Procurement overview (two‐stage process), definitions and statement of no‐ liability.

2.1 Background and Objectives

2.2 Description of Anticipated Scope and

Transaction Structure

3.1 Procurement process

3.2 Anticipated timeline

3.3 No obligation

3.4 Request for Information

3.5 Information Memorandum & Available

Data

3.6 Teaming and Representation

3.6.1 Right to form Consortia

3.6.2 Exclusivity

3.6.3 Leader Designation

3.6.4 Changes in Organization

5.1. Evaluation & Short‐Listing Procedure

5.1.1 Minimum Qualifications

5.1.2 Evaluation Procedure

5.1.3 Clarifications and Additional Information

5.1.4 Notifications

5.2 Evaluation Criteria and Weighting

5.2.1 Evaluation Categories and Criteria

5.2.2 Organization and Management

5.2.3 Technical Qualifications and Capability

5.2.4 Financial Qualifications and Capability

5.2.5 Discretion to Disqualify Respondent

Presents general information relevant to the project scope, Site and parking operations at the National Zoological Park.

Volume 1 ‐ Experience & Capabilities Part 1 General Information Part 2 Organization and Management Part 3 Technical Experience, Capabilities and Project Understanding Part 4 Financial Capabilities and

Experience Volume 2 ‐ Financial Information

A. Submittal Letter B. Certifications C. Legal Disclosures D. Confidentiality E. Major Participant Information F. Technical Experience G. Financial Information H. Safety Performance Questionnaire

RFQ No. T17SOL10015

4.1 Generalities

4.2 Form and Content of the Response

4.3 Delivery

4.3.1 Copies and Marking of Responses

4.3.2 Delivery Location

4.3.3 SOQ Submission Deadline

4.3.4 Formatting and Page Limits

(4) SUBMISSION REQUIREMENTS

(6) General Provisions, Statement Limitations

6.1. Conflicts of Interest

6.2 Public Disclosure

6.3 Reserved Rights

Appendix B – Submittal Requirements

Appendix C – Forms

Key Procurement Considerations

Communications and Clarifications

• Please direct all communications through Eve Errickson at ErricksonE@si.edu

• Formal Notifications posted to Fed Biz Opps

• Deadline for request for clarification 2 p.m. Eastern on February 22, 2017

• All addenda and amendments to this RFQ shall be posted on www.fbo.gov by 2:00 p.m. on March 01, 2017

• Respondents are solely and exclusively responsible for checking this site for updates

Anticipated Procurement Timeline

RFQ Issue Jan 26, 2017 Request for Clarifications Deadline Feb 22, 2017 SOQ Submission Deadline Mar 10, 2017 Respondent interviews (if held) Mar 27‐29, 2017 Proposers announced April 10, 2017 Draft RFP issued May 15, 2017 Proposals Due Oct / Nov 2017 Successful Proposer announced Dec 2017

Teaming and Exclusivity

• §3.6.2 stipulates that Major Participants are prohibited from participating on more than one team

• Major Participant is defined in §1.5 and refers to key team member

• Non‐major participants are not subject to exclusivity

Submission Requirements

Submission Deadline: 2:00 P.M. Eastern on March 10, 2017

Volume 1: Experience and Capabilities

• Submittal Letter – Form A

• Executive Summary

• Certifications – Form B

• Legal Disclosures – Form C

• Confidential Info Index – Form D

2.1 Legal Structure

Describe organizational structure and identify Major Participants and key entities

2.2 Major Participant Info – Form E

2.3 Organizational Charts

Management and functional structures for each stage of Project.

2.4 Organizational Narrative

Integration and functional relationship among Major Participants, where Major Participants have worked together previously and approach to each project delivery element and benefits of structure.

2.5 Key Personnel Information

Principal in charge

Part 1 – General Information Part 2 – Organization & Management

Submission Requirements

Volume 1: Experience and Capabilities (continued)

3.1 – 3.6 Technical Experience For each Lead Architect, Contractor, and Parking Operator – Forms F1‐F3. Looking for experience with similar contracting arrangements and projects of similar size, scope and complexity

3.7 Technical Capabilities Narrative & Resumes

Overall capability, stressing integration of diverse project elements. Up to 10 resumes (across all delivery areas)

3.8 Safety Narrative – Form H

3.9 Technical Approach

Narrative of approach to design and construction, as well as parking O&M.

3.10 Project Understanding

Narrative describing major elements of Project;

potential opportunities, risks and challenges; etc.

4.1 Equity Member Experience – Form G‐1

Identify similar projects where Equity Member has successfully reached financial close

4.2 Equity member Experience – Attachment to

Form G‐1 Narrative ‐relevant project finance experience

4.3 Information regarding Equity Members –

Form GG1

Part 3 –Experience, Capabilities and Project Understanding

Part 4 – Financial Capabilities & Experience

Volume 2: Financial Information

5.1 Financial Officer Certificate – Form GG2

For each Equity Member, Lead Contractor, Lead Contractor Member and Guarantor

5.2 Financial Statements

5.3 Equity Funding Letter

5.4 Surety Letter

Evaluation and Shortlisting

Category Requirement

Design and Construction

Within past 7 years, Respondent must have designed and built at least fivemulti‐level parking garages accommodating a minimum of 1,300 spaces

Operations & Maintenance

Within past 7 years, Respondent has operated and maintained at least five parking systems with multi‐level parking garages offering at least 1,300 spaces

Financing Within past 5 years, Respondent has successfully reached financial close at least once for capital improvements related to a DBFOM

• Minimum qualification threshold for eligibility set forth in § 5.1.1

• Submissions meeting minimum qualification threshold shall be eligible for evaluation using the qualitative criteria indicated in § 5.2

MINIMUM QUALIFICATION THRESHOLD

Evaluation & Shortlisting

• Specific evaluation parameters and considerations detailed throughout § 5.2

• Intention is to short‐list three to four Respondents; however, Smithsonian may, in its sole discretion, increase or decrease this number.

• Shortlisted Respondents will subsequently be invited to submit proposals, in accordance with a Request for Proposals

(“RFP”).

Evaluation Categories Maximum Points

Organization and Management 10 Technical Qualifications and Capabilities Design‐Build Capabilities and

Experience

Parking O&M Capabilities and Experience

Project Understanding

Financial Qualifications and Capabilities 30 Total 100

Wrap‐Up

Wrap up and Q&A

• Central Parking Facility is a critically important project for the Smithsonian and the National Zoological Park

• Potentially precedent‐making public‐private‐ partnership

• Landmark project

• Steadfast commitment to project advancement by Smithsonian leadership

• Smithsonian welcomes Statements of Qualifications in response to this RFQ and looks forward to a competitive and transparent process involving the best operators, design‐ builders and investors in today’s market.

COPYRIGHT © JONES LANG LASALLE IP, INC. 2016

Industry Forum Jill Jamieson

Managing Director Jones Lang LaSalle

Jill.Jamieson@am.jll.com

CENTRAL PARKING FACILITY

Site Tour & Industry Forum

Monday, February 13, 2017

9:00 a.m. – 10:00 a.m. Site Tour

Participants to sign-in at the roof of General Services Building in Parking Lot C. The Smithsonian will provide a brief project overview and then participants will take a walking tour of the Site.

10:00 a.m. – 10:25 a.m.

Transfer to Visitors Center Auditorium

Transfer from Lot C to the Visitors Center Auditorium. Shuttle buses will be provided, but participants are encouraged to walk in order to further inspect and understand the Site.

10:30 a.m. – 11:30 a.m.

Industry Forum [at NZP Visitors Center Auditorium]

Welcome and Opening Remarks

Dennis Kelly, Director of the Smithsonian National Zoological Park

Central Parking Facility Project Overview

Steve Sumner, Program Executive for the Capital Program at the Smithsonian National Zoo

P3 Solicitation and Transaction Overview

Jill Jamieson, Managing Director, JLL

11:30 a.m. – 11:45 a.m. Questions and Answers / Conclusion

Panel

CENTRAL PARKING FACILITY P3

Background on the Parking Garage Idea

1973 Master Plan proposed a terraced, multi-level parking facility on Lot C

1986 Master Plan proposed the same

2007 Parking Garage Study

Key Assumptions:

• Steel preferred over concrete (lighter)

• Existing lot has a 6% east/west slope; new levels will be set with a 2% slope

• Existing North Road serves as primary vehicle ramp to multiple parking levels (no internal garage ramp) Options Considered:

• 43,000 square foot addition of new, multi-story office space at west end of garage

December 2008Final Summary Presentation--Rock Creek & Front Royal Sites

Comprehensive Facility Master Plan

Existing Conditions

Comprehensive Facility Master Plan continued to include a terraced, multi-level parking facility on Lot C and an underground parking facility near Connecticut Avenue, based on need analysis conducted as part of the Transportation Management Plan and the Environmental Assessment

2011 Concept Updates

Based on 2007 Concept “2”, with adjustments:

• Revised retaining wall location and parking layout to accommodate third lane on

North Road

• Evaluation of bus parking and staging on grade at east end

• Evaluation of permanent and seasonal program space opportunities on Level 6

(terrace level), with reduction in total parking space count

• Preliminary analysis of opportunities for zero-net energy and green development strategies discussed in 2007 report

Quinn Evans Architects - April 2011 Context image © 2011 Google & Grey Buildings © DC GIS & CyberCity

2011 Proposed 6-Level Garage – Elevations

2011 Proposed 6-Level Garage – Sections and Floor Plans of Levels 1-5