AE_Pre-Proposal_Adv_AE_Aug16-Final.pdf

US Army Corps of Engineers

BUILDING STRONG®

Architect-Engineer (A-E) SF 330 Statement of Qualifications

Presenter:

June Wohlbach

U.S. Army Corps of Engineers

August 18, 2016

Agenda Introductions Laws and Regulations Standard Synopsis Format for USACE SF 330, AE Qualifications Form Evaluation & Selection Process Notifications & Debriefings Questions Contact Information Discussion on synopses currently available

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Introductions

Technical Debra Castens, PE

Lewis Herring, PE

David Frankenfield, PLS

Arturo Sosa

Contracting June Wohlbach Halis Batista Donna Jones SSG Craig Harper

U.S. Army Corps of Engineers-Fort Worth

U.S. Small Business Administration Tanika Pierce

Procurement Center Representatives

Laws and Regulations Selection of Architects and Engineers (formerly known as the “Brooks Act”) PL 92-582 Federal Acquisition Regulations (FAR), part 36.6 http://farsite.hill.af.mil/vffara.htm

Defense Acquisition Regulations (DFAR), part 236.6

Army Acquisition Regulation Supplement (AFARS), part 36.6

USACE Acquisition Instructions (UAI) http://www.usace.army.mil/BusinessWithUs/Contracting/Resources.aspx

Engineering Pamphlet (EP) 715-1-7 (Feb12) http://www.publications.usace.army.mil/Portals/76/Publications/EngineerP amphlets/EP_715-1-7.pdf

The Synopsis

The two R’s and the two C’s

READ everything very CAREFULLY!

RESPOND to everything very COMPLETELY!

The Synopsis Four Parts:

1. CONTRACT INFORMATION: Basic terms and conditions, who may submit

2. PROJECT INFORMATION: Types of services to be contracted

3. SELECTION CRITERIA

PRIMARY FACTORS SECONDARY FACTORS

Specialized experience SB/SDB/HBCU/MI Participation Key personnel Geographic Proximity Past performance Volume of DOD Awards Knowledge of locality Capacity

4. SUBMISSION REQUIREMENTS: What, where, when, and how

Set Aside Categories & Requirements

Self Certify in ORCA:

Small Business (SB) Veteran-owned Small Business (VOSB) Service Disabled Veteran-owned

Small Business (SDVOSB) SBA must certify:

8(a) HUB Zone

Upload Documents/ Provide Permission to Contracting Officer:

Woman-owned Small Business (WOSB) Economically Disadvantaged Woman-owned Small Business

(EDWOSB)

Show Stopper Not addressing ALL criteria in the synopsis!

SF 330, AE Qualifications Forms

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Things to Keep in Mind

• Organized as stated in synopsis

• Address all requirements

• Clean fonts, larger versus smaller

• White space, margins, paragraph spacing

• Graphics or photos, sparingly

• Keep it simple

• Submit in searchable .pdf (one file)

• Sign the form, part I and part II

Submit on time (Central time)!

SF 330, AE Qualifications Forms

SF 330, Part I, Sections A & B

SF 330, Part I, Sections C & D

NOTE:

-J-V Partner: jointly and severably liable -Subcontractor: cannot change sub to prime or vice versa after selected

SF 330, Part I, Section E

NOTE: If firm chooses to submit additional resumes/disciplines than called for, this becomes binding if selected for award.

SF 330, Part I, Section F

NOTE: one project per page

SF 330, Part I, Section G

SF 330, Part I, Section H

Must be signed!

SF 330, Part II

Snap shot of your firm/office Must be provided or uploaded to SAM Include DUNS number and CAGE code for the prime firm Include CORRECT DUNS number Include one DUNS for each firm/office identified Part I, Section C Must be signed within the past 3 years

Evaluation & Selection

Evaluation & Selection

The goal is to select the best qualified firm(s) The SF 330 that follows the descending order is more easily reviewed Board members do not assume qualifications which are not specifically stated The entire submission is reviewed Submit in .pdf searchable format Cannot consider if not signed, either Part I or II

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Timing and Processes

30 days 30 days 30 days 30 days 30 days Base & Synopsis Selection Ctr Proposal Analyze Negotiate Options

PNO Doc Prep Legal Review

Preselection & Selection

Preselection:

► Formal board is optional ► Purpose: Determine which firms are highly qualified ► Cannot consider secondary factors

Selection:

► Each member personally reviews every highly qualified firm forwarded by preselection ► Conducts interviews ► Recommends at least 3 firms as most highly qualified, rule of 3, rule of 2

Advance AE Selection

If two or more A-E contracts for the same type of work are reasonably anticipated in a given period in a particular geographic area, a single synopsis and selection process covering that particular type of work may be conducted prior to receiving specific authorization for any work of that type. The contracts must have similar requirements such that generally the same firms would have been interested and selected if the contracts were synopsized and selected individually.

This process does not apply to IDCs.

The ranking of the selected firms must be based only on the secondary selection criteria.

The number of selected firms may be more or less than the anticipated number of contracts, but at least three firms must be deemed technically equal and most highly qualified.

When the first contract for the designated type of work is authorized, then the top ranked firm will be issued a request for price proposal and negotiations initiated.

When a subsequent contract is authorized or when negotiations on a previously authorized contract have not been successful, negotiations shall begin with the next ranked firm that has not been offered a contract for negotiation.

If the list of ranked firms is exhausted, the negotiation cycle shall begin again with the top ranked firm.

Contracts resulting from an advance selection process may be awarded for a period of up to one year after the date of selection approval.

Notifications & Debriefings

Notifications:

► All firms are notified in writing after selection approval ► Includes information on how to request debriefing

Debriefings:

►SCHEDULE A DEBRIEF!

► Purpose: provide information to assist your firm to prepare a better response next time

Reading stacks of proposals is exhausting!

Things to Remember

Don’t use a smaller font to put more information into your SF 330

Use stipulated font size.

Helpful Websites FBO (Federal Business Opportunities) https://www.fbo.gov/

PTAC (Procurement Technical Assistance Center) http://www.aptac-us.org/

SAM (System for Award Management) includes ORCA (Online Representations and Certifications Application) https://www.sam/gov/portal/SAM/#1

ProjNet (Bidder Inquiry) https://www.projnet.org/projnet/binKornHome/index.cfm?StrKornCob=HomePa gePublic

AMRDEC SAFE (Safe Access File Exchange) https://safe.amrdec.army.mil/safe/

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Contact Information June L. Wohlbach Chief, Pre-Award Acquisition Section/Contracting Officer Ph: 817-886-1069 eMail: june.wohlbach@usace.army.mil

Donna Jones Contract Specialist Ph: 817-886-1056 eMail: donna.l.jones@usace.army.mil

SSG Craig Harper Contract Specialist Ph: 817-886-1239 eMail: craig.d.harper@usace.army.mil

Synopses Available

► Small Business Set Aside: W9126G-16-R-0015:

• Advance AE Selection for Value Engineering

► Small Business Set Aside: W9126G-16-R-0016:

• Advance AE Selection for Surveying

Synopsis W9126G-16-R-0015:

Advance AE Selection for Value Engineering

►Announced on: 03 Aug 16 ►Due on: 02 Sep 16, 2:00 p.m.

Use AMRDEC SAFE website.

►Key points: Requires SAM registration, List of 11 firms selected which will be available for 12 months from approval date, Negotiated contracts, not tasks orders, will be awarded to the selected firms, No projects / designs are currently approved or funded.

Synopsis W9126G-16-R-0016:

Advance AE Selection for Surveying

►Announced on: 02 Aug 16 ►Due on: 01 Sep 16, 2:00 p.m.

Use AMRDEC SAFE website.

►Key points: Between three up to ten firms will be shortlisted for awards of contracts from this announcement. Estimated range of individual projects is $25,000 up to $250,000, initial contract is anticipated to be awarded on or about October 2016.