WND Site Visit 2.28.24 DEC.pptx

Brian Hutchison Contracting Officer Southwestern Division, Tulsa District, Date: 28 February 2024

WHITTIER NARROWS DAM SAFETY MODIFICATION PROJECT

PRE-PROPSAL SITE VISIT

W912BV23R0039

Agenda Solicitation Evaluation Factors Price Proposal Oral Presentations Preconstruction Services Early Work Items Open Book Estimate Total Evaluated Price

Whittier Narrows Dam Spillway Modification Project The Government issued a single step, full and open solicitation on 18 JAN 2024 and intends to award one (1) contract. The solicitation number is W912BV23R0039.

Solicitation Amendment 0001 – 01/24/2024 – Scheduled pre-proposal conference on 31 January 2024 and extended the date projnet will close for new inquiries.

Amendment 0002 – 01/30/2024 – Remove CLIN Note Number 3 (Profit Range) in its entirety.

Amendment 0003 – 02/14/2024 – Extended Proposal Due Date to 12 June 2024, extended the bidder inquiry cutoff to 22 April 2024, and changed the location and start time of the site visit.

BASIS OF AWARD: The Non-Cost factors, when combined, are significantly more important than Cost/Price.

Factor 1 – Past Performance

Factor 2 – Pre-construction Services Sub-factor 1 – Constructability Sub-factor 2 – Collaboration

Factor 3 – Technical Capability Sub-factor 1 – Management Approach Sub-factor 2 – Key Personnel Sub-factor 3 – Proposed Contract Duration and Summary of Schedule

Evaluation Factors

Factor 1 – Past performance

Three aspects to the performance confidence evaluation: recency, relevancy, and quality of past performance. IAW FAR 15.305(a)(2), the currency and relevance of the information, source of the information, context of the data, and general trends in contractor's performance shall be considered.

RECENCY (5.1)

Recent is defined as completed, or currently in progress with at least 50% construction completed, within the past fifteen (15) years as of the date of this solicitation.

RELEVANCY (5.2)

past performance that has a significant and demonstratable relationship to this solicitation. Examples of attributes that may demonstrate relevance to this solicitation include but are not limited to: para 5.2 a) through j).

QUALITY (5.3)

The Government will evaluate the quality of the offeror’s performance, general trends, and usefulness of the information and incorporate these into the performance confidence assessment.

PERFORMANCE CONFIDENCE ASSESSMENT (5.4)

The past performance confidence assessment rating is based on the Offeror’s overall record of recency, relevancy, and quality of performance.

SUBMISSION REQUIREMENTS (5.5)

Factor 1 – Past performance Brief introduction of the proposed team (5.5.1)

Minimum of five (5) no more than ten (10) projects including:

One (1) Dam Safety Construction project >/= $100M (5.5.2) Two (2) construction projects demonstrating capability to provide and manage preconstruction services through the use of alternate delivery methods (5.5.2) Narrative limited to five (5) pages for the submitted projects (5.5.3)

Past Performance for each project submitted (5.5.4) Past Performance Questionnaire (PPQ-0) for projects with no CPARS rating (5.5.5)

Joint Venture narrative / commitment letter (5.5.16)

Recency of past performance. Recent is defined as completed, or currently in progress with at least 50% construction completed, within the past fifteen (15) years as of the date the solicitation was issued. (5.6.3)

Relevancy of past performance (5.6.4)

Performance Confidence Assessment (5.6.5) The Government will consider the currency and relevance of the information, source of the information, context of the data, and general trends in contractor performance…more relevant past performance will typically be a stronger predictor of future success and have more influence on the past performance confidence rating than past performance of lesser relevance.

EVALUATION CRITERIA (5.6)

JOINT VENTURE SUBMISSION

If the Offeror cannot provide a sufficient number of projects as the JV to meet the minimum requirement, the Offeror must provide those "recent", "relevant" projects that it has performed as the JV, and then supplement the record with additional "recent", "relevant" projects performed by each JV member in their individual capacities. In such instance, each JV member must satisfy a minimum requirement of two (2) projects, to include any projects performed as the JV. If the JV has no "recent", "relevant" projects performed by the JV, then each member of the JV must provide two (2) to three (3) "recent", "relevant" projects performed by the JV member that reflect the JV member's experience commensurate with their role on this project or how their experience qualifies them for their role on this project as required.

SUBMISSION REQUREMENTS (6.1.1)

Factor 2, subfactor 1 – constructability and construction sequencing Narrative with a technical approach describing how they will execute the preconstruction services and early work items (6.1.1.1)

List of innovative solutions not currently identified in the RFP that could provide cost savings, performance enhancements, or improvements to construction sequencing (6.1.1.2)

Provide a risk register or matrix listing all of perceived risks (6.1.1.3)

Provide the Work Breakdown Structure and Open Book Estimate format for estimating the costs associated with this project (6.1.1.4) Technical approach to ensure it demonstrates evidence of understanding the requirement (6.1.2.1)

Proposed innovative solutions for demonstration of innovative means and/or methods for operating in unforeseen conditions (6.1.2.2)

Determine understanding of the requirement and identification of solutions and the probability of occurrence (6.1.2.3)

OBE and WBS demonstrates a complete and comprehensive approach to estimating (6.1.2.4)

EVALUATION CRITERIA (6.1.2)

SUBMISSION REQUIREMENTS (6.2.2)

Factor 2, subfactor 2 – collaboration Narrative describing how the offeror will staff the project from preconstruction services and early work items to completion (6.2.2.1)

Describe any specialty discipline or subcontractor engagement the prime contractor will seek to have collaborate during preconstruction services (6.2.2.2)

Provide a detailed plan describing the interaction and communication protocol between the offeror’s staff and the Government’s design agent (6.2.2.3) Consider the depth & breadth of the response as well as the understanding of this project, and what will be employed to mitigate risks (6.2.3.1)

Discussion to ensure it accounts for all of the major features of work and to incorporate subject matter expertise in each discipline…to provide constructability input on the design submittals throughout the pre-construction phase (6.2.3.2)

Evaluate the Interaction and Communication Plan for the degree of detailed organization, and ease of communication between the Government and the Offeror’s team (6.2.3.3)

EVALUATION CRITERIA (6.2.3)

SUBMISSION REQUIREMENTS (7.1.1)

Factor 3, Subfactor 1 – management approach Description of Offerors organization and intended management approach to executing the construction project (7.1.1.1)

Description of what firms, contractual arrangements,…a clear description of each firm’s roles and responsibilities on the project. (7.1.1.2)

Description the self-performed items (7.1.1.3)

Description of the quality control approach, corporate systems, and capabilities to maintain quality control of construction (7.1.1.4)

Description of the team’s safety plan approach, corporate systems, and capabilities to maintain safety requirements during construction (7.1.1.5)

The firm’s understanding of the requirements and the capability to execute the project (7.1.2.1)

Organization - Clarity and strength of the overall org. and how well it is organized, structured, and staffed to execute the entire scope of work. (7.1.2.2)

Self-Performed Work - Ensure that the self-performed work complies with the requirements of 52.236-1 (7.1.2.3)

Quality Control - Capabilities and understanding of the contractually required quality control processes for construction. (7.1.2.4)

Safety Plan - Evaluate for realism, logic, and understanding of the contractual requirements (7.1.2.5)

EVALUATION CRITERIA (7.1.2)

SUBMISSION REQUIREMENTS (7.2.1)

Factor 3, SubFactor 2 – Key personnel

Resumes for Key Personnel to include:

Onsite Project Manager On-site Construction Quality Control System Manager Project Superintendent Lead Structural Project Coordinator Lead Geotechnical Project Coordinator

Unequivocal letters of commitment from all Key Personnel not currently employed by the prime contractor.

Evaluation of qualifications (7.2.2(1))

Past Performance of Key Personnel proposed for this project may be taken into account when it comes to the attention of the Government

To determine strengths and weaknesses the government will look at:

Proposed Key Personnel who exceed the qualifications Key Personnel that worked on Factor 1 projects in the same role as their assignment on this project.

EVALUATION CRITERIA (7.2.2)

SUBMISSION REQUIREMENTS (7.3.1)

Factor 2, subfactor 3 – proposed contract duration and summary schedule Proposed contract duration. (7.3.1.1)

Narrative for the general approach (7.3.1.2)

The schedule shall:

Be tasked oriented (7.3.1.3) Number of calendar days, after NTP (7.3.1.3) Overall construction schedule for major items (7.3.1.3.A) Show turnover of the project (7.3.1.3.C.)

As-Built Drawings and O&M Manuals (7.3.1.3.D) Show Constraints (7.3.1.3.E)

Provide enough detail to demonstrate the Offeror’s understanding of the project (7.3.1.4)

Resource loaded schedule for preconstruction services and early work items (7.3.1.5)

The Government will evaluate the contract duration, as proposed by the offeror, not to exceed the maximum amount allowed

The Government will evaluate the schedule narrative to ensure the general approach for establishment of activity durations is reasonable (7.3.2.2)

The Government will evaluate the summary schedule for early work items and spillway construction (7.3.2.3)

The Government will evaluate the resource loaded schedule for the preconstruction services and early work items based on reasonableness and consistency with the requirement (7.3.2.4)

EVALUATION CRITERIA (7.3.2)

SUBMISSION REQUIREMENTS (8.1)

Factor 4 – participation of small business

All offerors shall submit a Small Business Participation Plan.

The Small Business Participation Plan form can be found in 8.4

Evaluated on a Go/No Go basis.

Small Business participation percentages are:

Small Business – 3% Small Disadvantaged Business – 1% Women Owned Small Business – 1% Historically Underutilized Business Zones – 1% Service-Disable Veteran-Owned Small Business – 1%

Enforceable commitments are weighed more heavily than non-enforceable commitments

EVALUATION CRITERIA (8.2)

Section 00 11 00, is to be completed in its entirety by all Offerors. See Section 00 11 00 with attached notes for further instructions.

Offerors must insert a price on all numbered items of the CLIN Schedule. Failure to do so may result in the offer being unacceptable.

Include cost breakdown information behind the Pricing Schedule. Include Open Book Estimate with other than certified cost or pricing data as well as a copy of the Risk Register. Offerors will be required to provide this information to support an adequate understanding of the scope.

The cost breakdown behind the pricing schedule shall separately list a cost for Labor, Materials, Equipment, and Subcontracts. The sum of all items in the cost breakdown shall equal the Initial Target Cost of the corresponding CLIN.

If deemed necessary, supplemental price breakdown information may be requested to assist the Government in performing the price evaluations.

Failure to submit this data or provide sufficient cost data including labor, plant, material, equipment, productivity rates, commodity pricing, subcontractor quotes, and any other pertinent information may result in a deficiency and preclude the offeror from award.

Price proposal

The Government intends to conduct Oral Presentations in accordance with FAR 15.102 as part of discussions with those offerors determined to be in the competitive range.

Oral Presentations shall only augment and/or clarify the written proposal submission and will not be evaluated separately.

The Government will provide items for discussion to the offeror at least one week in advance of scheduling the meeting.

The offeror shall ensure that, at a minimum, the Project Manager identified as Key Personnel, attend the presentation in person.

The Offeror will be provided 45 minutes to present highlights and details regarding their proposals followed by 45 minutes to respond to questions to be provided by the Government seven (7) calendar days prior to scheduled interviews.

The offeror shall submit a written revised proposal by the date/time identified in the discussion letter after the oral presentation.

Oral presentations

Preconstruction and Early Work Items Project Management Plan. The successful offeror shall submit a preconstruction services and early work items project management plan for Government approval within 15 days after issuance of Notice to Proceed.

Workshops. Five (5) in person workshops are required during the preconstruction phase. Workshops will be held at the LA District Base yard or at 915 Wilshire Boulevard, Los Angeles, CA. Workshops are anticipated to last up to three (3) days. Workshops will cover:

Initial Partnering Meeting Constructability and Design Reviews Utility Relocation and Borrow Plans Construction Schedule Partnering Regroups (As Needed) Preconstruction services

Government Offices. Provide a Construction office for the Government at the designated location within the Government Baseyard. Provide the planning, permitting, coordination, site work, modular buildings, utilities, and HVAC to create a functional, habitable facility. Comply with all relevant codes. Comply with the requirements of Draft Section 01 35 26, GOVERNMENTAL SAFETY REQUIREMENTS. Connect utilities, including power, communications, data, water, and sewer. Provide access and adjacent parking, and maintenance for the duration of the Base Contract. The cost for the temporary construction offices is a fixed-firm cost Contract line item and must not be exceeded without notifying the Contracting Officer. The Government Contracting Officer and or Resident Engineer will provide a detailed list of interior wall covering material, color scheme, floor scheme, and office furniture.

Power Improvements. Provide and maintain primary power sufficient for all required construction activities required to support the Construction Option. Except as temporary measures, diesel or gas generators must not be used as primary power means. The Contractor is responsible for all permitting of onsite generation. Comply with the requirements of Draft Section 01 35 26, GOVERNMENTAL SAFETY REQUIREMENTS.

Early Work Items

Open Book Estimate Project Cost Estimate The Contractor shall provide an independent detailed cost estimate of project work for each design submittal. The cost estimates shall reflect the best estimate of cost to construct the project described in the drawings and specifications provided. No allowances should be included in the estimate for firm fixed price negotiations.

Open Book Estimate.

Shall provide an open book estimate in accordance with the Work Breakdown Structure as attachment to price proposal.

Offeror shall submit the Attachment A Cost Breakdown and each item shall separately list a cost for labor, materials, equipment, and subcontracts. The sum of all items in Attachment A shall equal the Initial Target Cost of the corresponding CLIN above The Government reserves the right to perform cost realism analysis on the submission of open book costs to evaluate performance or schedule risk in accordance with FAR 15.404-1(d)(3)

Pre-Construction Services shall include, but are not limited to:

Review and evaluation of design documents for constructability, and recommendations to improve and optimize constructability.

Identification of any constructability issues in the design and design documentation.

Consultation during construction document production

Assistance in developing construction document packages, construction phasing, preliminary project schedule including design, cost estimates, cost budgets , and subcontractor and supplier interest.

Consultation in construction methods and selection of materials and equipment (such as levee construction, floodwall construction, pump selection, and precast concrete construction, etc).

Actions designed to minimize adverse effects of labor and material shortages, and time requirements for procurement and construction completion.

Providing construction cost estimates and guidance on factors related to construction cost including estimates of alternative designs or materials, preliminary construction cost budgets, and possible economies for each design submission to include the 35%, 65%, 95% and 100% designs.

Developing and maintain a single project schedule, including a network analysis, for both design and construction phases.

Providing recommendations for the use of fast tracking , early ordering of materials, and any other procedures that will maximize the available funds for the project and speed project delivery.

Providing all recommendations, identification of problems or errors, guidance, and review comments in Dr.Checks (www.projnet.org ).

Providing all necessary resources to perform Pile Load Testing, Borrow Source Identification, and Access or Improvements Planning to include the testing results and constructability suggestions in order to inform the design in an efficient manner.

All systems and procedures necessary to support the implementation of the Earned Value Management System (EVMS) in accordance with section 1.4.5 Integrated Program Management prior to Option(s). The project WBS, Cost Accounts, etc. required will be set up during the preconstruction services.

The Offeror shall provide the Work Breakdown Structure and Open Book Estimate format for estimating the costs associated with the project. The current open book estimate as an attachment to the Price Proposal.

Initial Target Cost means the contractors proposal or bid amount for the construction work exclusive of profit or fee, representing the offeror’s open book estimate amount.

Provide open-book working estimates throughout the duration of the contract. The cost estimate must be presented in such detail so that labor, materials, equipment, subcontracts, general assumptions, and the estimate approach are clear and organized.

As part of the open-book cost estimate, provide all backup documents including equipment cost rates, field office overhead calculations, home office overhead audit reports, subcontractor quotes and supplier quotes.

OPEN BOOK ESTIMATE Continued

FAR 2.101 - Data other than certified cost or pricing data means pricing data, cost data, and judgmental information necessary for the contracting officer to determine a fair and reasonable price or to determine cost realism. Such data may include the identical types of data as certified cost or pricing data, consistent with Table 15-2 of 15.408, but without the certification. The data may also include, for example, sales data and any information reasonably required to explain the offeror’s estimating process, including, but not limited to–

(1) The judgmental factors applied and the mathematical or other methods used in the estimate, including those used in projecting from known data; and

(2) The nature and amount of any contingencies included in the proposed price.

Total evaluated price The Total of the firm fixed price Preconstruction Services, Early Work Items, plus the Ceiling Price for the Construction effort as proposed by the Offerors will be used to determine the total evaluated price.

The Initial Target Price, determined by adding the Initial Target Cost to the Initial Target Profit, will not be used for the basis of a best value tradeoff decision.

However, an award will not be made if the Initial Target Price is deemed to not be fair and reasonable.

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