900M AE Preproposal Conference_Final_Slides.pdf

$900M - MULTIPLE AWARD TASK ORDER

CONTRACT (MATOC) FOR ARCHITECT AND

ENGINEERING SERVICES IN SUPPORT OF

GALVESTON DISTRICT (SWG)

Preproposal Conference

W912HY23R3601

13 June 2023

Champions of the Coast!

Time Topic 1:00 p.m. – 1:10 p.m. Introduction

(Deputy Commander - LTC O’Sullivan)

1:10 p.m. – 2:00 p.m. SWG Mega Project Division – Program Overview Toniette Addison - (SWG Overview & Sabine to Galveston) Kelly Burks-Copes - (Coastal Texas)

2:00 p.m. – 2:30 p.m. SWG Engineering (Antoinette Fonseca)

2:30 p.m. – 2:45 p.m. BREAK

2:45 p.m. – 3:15 p.m. Synopsis Summary (Brian Hutchison)

3:15 p.m. – 4:00 p.m. Q&A Panel (Jeremy Babb, Rob Thomas, Toniette Addison, Brian Hutchison)

AGENDA

OPENING REMARKS

Ian O’Sullivan Lieutenant Colonel, Engineer Deputy Commander for Mega Projects Galveston District, USACE

SWG/SWD AREA OF RESPONSIBILITY

SWG PROGRAM OVERVIEW

Toniette “Toni” Addison, P.E., PMP, CCM Sabine Pass to Galveston Bay (S2G) Division Chief Mega Project Division USACE, Galveston District

SWG PROGRAM PROJECT LIST

SABINE TO GALVESTON

SABINE PASS TO GALVESTON BAY (S2G) PROGRAM

Introduction

The largest Civil Works Project in USACE History $3.9B CSRM Project

SABINE PASS TO GALVESTON BAY

PROGRAM (S2G)

PA

G

E

• Devasting Storms

• Claiming lives & damaging property

• S2G Costal Storm Risk Management (CSRM) Project

• Deliver a cost-effective solution

• Reduce the coastal storm surge risk

PA

G

E

PA

G

E

• S2G ($3.9B) Program is comprised of three unique projects:

• Freeport Project ($703.39M)

• Improvement to existing system

• Port Arthur Project ($863.56M)

• Improvement to existing system

• Orange County Project ($2.39B)

• Construction of new system

Project Status Anticipated Schedule for Construction

Orange County

Design

(PED)

Construction is expected to start in 2027 and be completed by 2037

Port Arthur Design

(PED) &

Construction

Construction started in 2020 and is expected to be complete by 2028.

Freeport Design

(PED)

Construction expected to start in 2025 and be completed by 2030.

What does coastal storm risk management mean?

Coastal storm risk management refers to actions intended to lessen the negative or adverse impacts associated with a tropical storm or hurricane flood event.

SABINE PASS TO GALVESTON BAY PROGRAM UPDATE

**Construction Option Awarded

Project Element Anticipated Delivery Method

Value Range Anticipated Tool Tentative Award Date

General Project Description

Port Arthur and Vicinity Coastal Storm Risk Management Project S2G Port Arthur and Vicinity – Contract 3B DBB $25M-$50M Stand-Alone or $7B MATOC Aug 2024 0.02 miles levee raise, 0.5 miles floodwall construction, 5 Gate Structures S2G Port Arthur and Vicinity – Contract 3 DBB >$100M Stand-Alone or $7B MATOC Aug 2024 1.0 mile floodwall replacement, 0.1 mile levee raise, 11 gates S2G Port Arthur and Vicinity – Contract 3A DBB $50M-$100M Stand-Alone July 2023 1.0 miles floodwall replacement, 1 gate (option) S2G Port Arthur and Vicinity – Contract 4 DB >$100M $7B MATOC (Seed Task Order) April 2024 2.0 miles floodwall replacement, 2 gates S2G Port Arthur and Vicinity – Contract 2 DBB $25M-$50M $7B MATOC Feb 2028 0.2 miles floodwall replacement S2G Port Arthur and Vicinity – Contract 3C DBB >$100M $7B MATOC Mar 2025 3.3 miles levee raise, 0.9 miles floodwall replacement S2G Port Arthur and Vicinity – Contract 3D DBB $5M-$10M $7B MATOC Sep 2024 2 railroad Gate Structures

S2G Port Arthur and Vicinity – Contract 5 DBB $25M-$50M $7B MATOC Oct 2026 0.4 miles new levee, 0.4 miles levee raise, 1 gate Freeport and Vicinity Coastal Storm Risk Management Project

S2G Freeport and Vicinity – Contract 2 DBB $50M-$100M $7B MATOC Mar 2025 100’ lift gate, overflow structure, and 0.2 miles floodwall

S2G Freeport and Vicinity – Contract 3 DBB >$100M $7B MATOC Jul 2026 0.63 miles levee raise, 3.1 miles floodwall replacement

S2G Freeport and Vicinity – Contract 4 DBB >$100M $7B MATOC Oct 2026 9.3 miles levee raise, 0.8 miles floodwall replacement/new

S2G Freeport and Vicinity – Contract 4A DBB $50M-$100M $7B MATOC Mar 2027 1.3 miles of levee raise, 1.4 miles of floodwall replacement, 6 road closure

S2G Freeport and Vicinity – Contract 4B DBB $10M-$25M $7B MATOC Jan 2025 0.4 miles of levee raise Orange County Coastal Storm Risk Management Project

S2G Orange County ECI >$500M Stand-Alone & $7B MATOC Jan 2027** 15.6 miles levee, 10.7 miles floodwalls, and 7 pump stations

COASTAL TEXAS

Dr. Kelly A Burks-Copes Chief, Program Support Branch Mega Projects Division USACE – Galveston District

Signed on 16 September 2021 Largest Recommendation in USACE History

ENGINEERING

Antoinette (Toni) Fonseca, EIT A-E/VE Section Chief U.S. Army Corps of Engineers Galveston District Engineering & Construction Division

AGENDA

• Current SWG Acquisition Tools (MATOC & SATOC)

• Procurement Integrity

• SWG TORN (Task Order Request Notice) Process

• Pre-Proposal Conference

• Negotiations- Award

• A-E Partnering • Federal Acquisition

Regulations (FAR Part 13, 14, 15, 36, 52 )

• Defense FAR Supplemental

(DFARS)

• USACE Acquisition Instruction

(UAI)

• Engineering Pamphlet (EP) 715-1-7

CURRENT ACQUISITION TOOLS

CURRENT ACQUISITION TOOLS

PROCUREMENT INTEGRITY

• Select Government eyes only! No disclosure of any A-E proposal information (FAR 3.104)

• Equal Footing for all A-E

• NO information can be shared about the Procurement Action.

• All Government Reviewers sign a

NDA

ACQUISITION UTILIZING A MATOC

Acquisition Tool section MATOC

• A-E Service Task Order requirement is defined by the Government.

• Acquisition Tools MATOC Tools are reviewed by

Government for appropriate service fit to requirement.

• Task orders must be qualification-based contract actions, per the Brooks Act.

• Once the appropriate Contract Tool MATOC is selected a Task Order Request Notice (TORN) is developed.

SWG TASK ORDER REQUEST NOTICE PROCESS

TORN Notice

• The Task Order Requirement Notice (TORN) is issued to the MATOC pool.

• For each task order awarded under a MATOC, the Contracting Officer shall notify all A-E firms within the selected MATOC pool of the task order requirement thru a TORN.

• All TORNs shall include:

• Short Summary of the Scope of Work

• Task Order specific Selection Criteria. Criteria is listed in order of importance and relative weight including at a minimum, the qualification-based selection criteria required by FAR 36.602-1.

21SWG TASK ORDER REQUEST NOTICE

PROCESS

MATOC’s SF330 Updates-This is a change 9 March 2023!

• AE firms will be encouraged to amend their SF330s with recently completed projects and updated resume experience around the anniversary date of the MATOC award.

• MATOC holders are recommended to meet with the government to obtain an overview on anticipated program requirements and a projection of potential upcoming A-E service requirements; this meeting is highly recommended just prior to the annual SF330 update.

• The Update process is a substitution of older information for newer information and is not an additive process whereby the SF330 increases the number of key personnel or example projects beyond what was in the original SF330.

SWG TASK ORDER REQUEST NOTICE PROCESS

Key Changes/Modifications to Previous Procedures

• Request for supplemental information will not be routinely asked

• KO, selection chair and local SB specialist coordinate on set aside decision

• DD 2579 is prepared for all awards not just set aside

• Selection Board initially evaluates SF330s on file and prepares a MFR for the KO that summarizes if supplemental info is needed

• These TORN procedures now apply to all MATOC A-E base contracts, both existing and new

• Annual SF330 update cyclical near anniversary date of the IDC base award

SWG TASK ORDER REQUEST NOTICE

PROCESS

Two TORN versions

• Simplified TORN: used when the selection board already has sufficient information in the existing SF 330s to determine the most highly qualified firm to perform the task order requirement and that supplemental information is not needed. The Simplified TORN must state clearly that supplemental information will not be requested, accepted, or evaluated.

• RSI TORN: used when the selection board determines that available information within the existing SF 330s is insufficient to determine the most highly qualified A-E firm to perform the task order requirement.

SIMPLIFIED TORN PROCESS

• Existing SF330s for all firms in the MATOC pool/reserve pool are reviewed to determine if supplemental information is needed in order to identify the most highly qualified firm for the task order requirement.

• A TORN is issued to all firms in the pool, or just to those firms in the selected MATOC reserve pool, as applicable.

• Government evaluates information using criteria in FAR 36.602-1

• Government notifies firms of selection, coordinates debriefs, if requested. All firms sent a TORN are notified by the KO within 3 business days of the selection decision.

PRE-PROPOSAL CONFERENCE

Preproposal conference(s) are held with the A-E firm and Government representatives.

• To discuss and resolve general questions concerning the contract requirements, SOW, and RFP instructions.

• An amendment may be issued to clarify the RFP.

• This will be held virtual or at the SWG USACE building in

Galveston, TX.

PROPOSAL EVALUATION

Government Technical Analysis of A-E Proposal:

• A-E’s Assumptions reviewed.

• A-E’s description of work reviewed for clearly delineated of tasks and what disciplines is performing it.

• A-E’s Schedule reviewed for Period of Performance and a logical task progression.

• A-E’s design processes reviewed.

• Resume Review

Government’s Price/Cost Analysis of A-E Proposal.

• Review the subtasks for Key Disciplines’ hours

• Review the ODC quantities and which subtask they are associated.

• Review how the Profit Percentage validity.

• Review Small Business Participation

Percentage to the A-E MATOC Small Business Participation Goals.

• Check for Correct Yearly Rate and ODC Rates.

PROPOSAL’S SMALL BUSINESS

PARTICIPATION

Evaluation Criteria

• Extent to which SB are identified in proposal

• Identification of complexity and variety of work performed by SB

• Extent of participation of SB in terms of percentage of value of total acquisition

• Extent to which offeror meets or exceeds goals:

SB – 18.5%

SDB- 3%

WOSB –3%

HUBZone – 3%

VOSB – 3%

SDVOSB – 3%

HBCU/MI – 0%

Common Proposal Mistakes.

• Providing Tasks that is not in the SOW.

• Not clearing defining the subtasks and the level of effort in detail.

• Vague and general assumptions.

• No detail data on equipment and task ODCs.

• Not clearly defining the QA/QC process or having it in multiply tasks.

• No providing definitive exhibits i.e. survey areas, stations numbers, etc.

• No explaining how the Profit Percentage in the Proposal.

NEGOTIATIONS

Negotiation Purpose:

• Negotiate a fair and reasonable price.

• Negotiate a contract with a price providing the contractor the greatest incentive for efficient and economical performance.

• Negotiate a set price at the table (be prepared!)

• Participants need to be decision makers

AWARD

• Negotiated A-E Proposal is received.

• Final SOW conformed as a result of

Negotiations clarifications

• Funding Certification received and certified.

• Government prepares the contract DD Form

1155 for the Task Order.

• Contract Review and Award- Contract Signed by the Contracting Officer and the A-E Firm.

A-E PARTNERING

Government and A-E Sharing Mutual Goals

• Partnering develops and sustains a working relationship (ER 110-1-12)

• Formal partnering can be established in the contract but most times it is voluntary and starts after award (quarterly or biannually) meetings.

• Partnering Costs are shared with the A-E firm absorbing its costs in its overhead

• Agenda focuses on issues for improvement and what is working well.

QUESTIONS

SYNOPSIS SUMMARY

Brian Hutchison Acquisition Program Manager Mega Project Division Galveston District U.S. Army Corps of Engineers

SAM.GOV - W912HY23R3601

Unrestricted with a Small Business Reserve - Architect and Engineering (A-E) Services to Support the Planning, Engineering, and Engineering During Construction, U.S. Army Corps of Engineers (USACE), Southwestern Division (SWD), Galveston District (SWG)

1) CONTRACT INFORMATION

2) PROJECT INFORMATION

3) SELECTION CRITERIA

4) SUBMISSION REQUIREMENTS

THIS IS NOT A REQUEST FOR PROPOSAL – This is a public announcement (synopsis) with a response period of 51 days. (May 22 to July 12)

A-E services to provide planning, design, and engineering during construction primarily in support of the Civil Works mission area within the SWG boundary and may be used for similar horizontal engineering projects within the SWD area of responsibility (AOR). Capacity could be transferred outside the SWD AOR for high priority projects or emerging programs if capacity in other regions within the continental U.S. is inadequate.

CONTRACT INFORMATION

Multiple Award Task Order Contract (MATOC) with a total shared capacity of $900M and includes a target of six (6) Unrestricted A-E Indefinite Delivery Contracts (IDCs) and a target of six (6) separate IDCs reserved for Small Business.

The Government reserves the right to award more or less than the target number of IDCs within the Unrestricted and Small Business IDC groups depending on the number of contractors considered highly qualified IAW Brooks Act procedures.

The total contract value of this procurement not to exceed $900,000,000.00 over the eight-year life of the MATOC.

Task Order types include Firm-Fixed Price, Cost-Plus Award Fee, Cost-Plus Fixed Fee, Time and Materials, and Labor Hours.

The Government will issue a rate sheet to the most highly qualified offerors and will negotiate fair and reasonable prices once, with an escalation rate to be applied every 12 months.

As this MATOC includes a Small Business reserve pool, the qualifications of the reserve pool must first be considered for task order requirements.

Firms will be required to demonstrate an acceptable accounting system as required by FAR parts 16 and 31 and specifically defined by DFARS 252.242- 7006.

CONTRACT INFORMATION CONTINUED

A-E services for this contract will be used to provide all types of civil works related engineering areas, such as:

flood damage risk reduction;

floodplain modeling;

coastal erosion;

storm damage risk reduction and beach nourishment;

shoreline and stream bank erosion protection;

shallow and deep draft navigation;

environmental and ecosystem habitat restoration;

comprehensive watershed evaluations;

infrastructure;

and multi-purpose water resources projects.

PROJECT INFORMATION

The capabilities of A-E firms would include comprehensive planning, technical analysis, engineering, design, and engineering during construction. Services include:

data collection, geotechnical investigations, surveying, preliminary studies through feasibility report development;

engineering design through detailed plans, specifications, and design analysis/design documentation report prep;

alternate delivery method request for proposal development;

value engineering;

technical and biddability, constructability, operability, environmental, and sustainability (BCOES) reviews;

documentation for right of entry and right of way; and engineering during construction for both inland and coastal civil works or similar horizontal projects for the military and IIS programs.

A. Maximum ten (10) relevant projects of the prime, the subcontractor(s), or both...Submitted projects shall be at least 50% completed within the past fifteen (15) years from the date of issuance of the synopsis.

B. The selected firm must have, either in-house or through consultants, the disciplines listed below, with registration and board certification (where available) required (include licensure, state/country, and certification numbers) where applicable.

C. The firms will be evaluated in terms of work quality, compliance to schedules, and cost controls, with emphasis on projects submitted under Criteria A

D. At least three (3) individual task orders simultaneously (UR-$5M, SB-$500k)

E. Team’s familiarity within SWD Boundaries (TX, OK, KS, LA, AR,& MO)

F. Small Business Participation Plan – 18.5% total contract value

G. Volume of work awarded by DoD agencies during previous 12 months

SELECTION CRITERIA

A. Specialized Experience and Technical Competence

B. Professional Qualifications

C. Past Performance

D. Capacity to Accomplish the Work

E. Knowledge of Locality

F. Extent of Participation of Small Business

G. Volume of DoD Contract Awards

Maximum ten (10) relevant projects of the prime, the subcontractor(s), or both...Submitted projects shall be at least 50% completed within the past fifteen

(15) years from the date of issuance of the synopsis.

Of these ten (10) projects, the Prime must have performed and completed a minimum of six (6) projects (as the prime contractor, or designer of record).

Five (5) of the ten (10) projects shall be 100% complete design Three (3) of the five (5) projects shall be 100% complete design with engineering during construction

Preference will be given to projects performed as a prime contractor (or DOR) as opposed to subcontracted work.

Preference will be given to prime offerors that demonstrate the capability to self-perform a greater number of the areas of emphasis without teaming arrangements.

Less Relevance will be given to projects submitted by subcontractor teaming partners.

Preference will be given to JVs who have previously performed work together as the prime contractor.

Projects for federal agencies, USACE, or associated with USACE (such as work-in-kind for non-federal sponsors) will be MORE relevant, when all other aspects of the scope are considered equal.

Specialized Experience and Technical Competence

Offerors shall ensure that the total combination of projects submitted address all five areas of emphasis. Offerors shall annotate when individual projects address more than one area of emphasis.

Areas of Emphasis:

(1) navigation structures (lock and dams, floodgates, etc.);

(2) floodwalls and closure structures;

(3) beaches, dunes, and coastal structures;

(4) dams and levees; and

(5) pump stations.

Interested firms having the capabilities and qualifications to perform this work must submit one copy of SF330 (7/2021 Edition) including Parts I and II as described herein not later than 2:00 p.m. (Central Time) on the response date as above.

Submit only one SF330, Part I of the SF330 from the Prime for the design team, completed IAW the SF330 instructions and additional instructions herein. It must contain information in sufficient detail to identify the team (prime, other offices of the prime, and consultants) proposed for the contract.

SF330 Part II shall be provided for the specific prime, other offices of the prime, and subcontractor offices proposed to perform the work.

Section H, Part I of the SF330, SHALL NOT EXCEED 15 PAGES.

Submittals must be received no later than 2:00 P.M. Central Time on 12 July 2023.

ALL QUESTIONS SHALL BE SUBMITTED VIA THE BIDDER INQUIRY PORTAL

THIS IS NOT A REQUEST FOR PROPOSAL

SUBMISSION REQUIREMENTS

NOT A REQUEST FOR PROPOSAL

Planning Phase

Scope of Work

Market Research

Acquisition Strategy/Plan

Selection Phase Synopsis SF330 Selection &

Approval

Proposal Phase

Request for Proposal A-E Review A-E Price

Proposal

Negotiation Phase

Cost/Price Analysis Negotiate Document

Contract Award Prepare Review AWARD

QUESTION & ANSWER PANEL

Jeremy Babb – Supervisory Contracting Officer Rob Thomas – Chief, Engineering & Construction Toniette Addison – Chief, Mega Project Division Brian Hutchison – Acquisition Program Manager

Joint Venture (JV) submissions shall also provide a minimum of six (6) projects; however, if the JV does not have the minimum projects as a JV Offeror, then the Managing Venturer shall supplement to meet the minimum requirement of six (6) projects.

Preference will be given to JVs who have previously performed work together as the prime contractor.

Preference will be given to prime offerors that demonstrate the capability to self-perform a greater number of the areas of emphasis without teaming arrangements.

Less Relevance will be given to projects submitted by subcontractor teaming partners.

EXAMPLES

1. ABC-XYZ Joint Venture is a team with previous JV experience

2. USA-CE Joint Venture is a new team with no previous experience

3. GPT-AI Joint Venture is a Small Business Mentor-Protégé

13 CFR § 125.8 - What requirements must a joint venture satisfy to submit an offer for a procurement or sale set aside or reserved for small business?

JOINT VENTURES

ABC-XYZ Joint Venture is an established team with previous experience

1) EXAMPLE – ABC-XYZ JV provides 6 projects, Remaining 4 projects from ABC, XYZ, or Subs.

a. At least six (6) projects are performed by the prime “ABC-XYZ JV”. Preference will be given for projects performed by ABC, XYZ, and ABC-XYZ JV …demonstrating capability to self-perform a greater number of areas of emphasis without teaming arrangements.

b. Preference will be given to JVs who have previously performed work together as the prime contractor.

c. Less Relevance will be given to projects submitted by subcontractor teaming partners.

2) EXAMPLE – ABC-XYZ JV provides 2 projects, ABC (managing member) provides 4 projects, XYZ provides 4 projects.

a. ABC, the managing member, receives credit for meeting the minimum six (6) projects.

b. All ten (10) projects are performed by the prime “ABC-XYZ JV” without teaming arrangements. Preference will be given to prime offerors that demonstrate the capability to self-perform a greater number of the areas of emphasis without teaming arrangements.

c. Preference will be given to JVs who have previously performed work together as the prime contractor.

3) EXAMPLE – ABC-XYZ JV provides 3 projects, ABC provides 1 projects, XYZ provides 2 projects, subconsultants provide 4 projects.

a. ABC, the managing member only has credit for 4 projects, failing to meet the six (6) project minimum.

PREVIOUS JV EXPERIENCE

USA-CE Joint Venture is a new team with no previous JV experience

1) EXAMPLE – USA (managing member) shall provide 6 projects, CE provides 4 projects.

a. All ten projects are performed by the prime “USA-CE JV” without teaming arrangements. Preference will be given to prime offerors that demonstrate the capability to self-perform a greater number of the areas of emphasis without teaming arrangements.

b. However, no previously performed work. Preference will be given to JVs who have previously performed work together as the prime contractor.

2) EXAMPLE – USA (managing member) shall provide 6 projects, CE provides 2 and subconsultant provides 2.

a. Only eight (8) projects are performed by the prime “USA-CE JV”. Preference will still be given if the 8 projects demonstrate capability to self-perform a greater number of areas of emphasis without teaming arrangements.

b. Not a JV who has previously performed together as the prime contractor.

c. Less Relevance will be given to projects submitted by subcontractor teaming partners.

3) EXAMPLE – USA (managing member) shall provide 2 projects, CE provides 4 and subconsultants provide 4.

a. USA, the managing member, only has credit for 2 projects, failing to meet the six (6) project minimum

NO PREVIOUS EXPERIENCE

GPT-AI Joint Venture is a Small Business Mentor-Protégé

13 CFR 125.8(e)…A procuring activity may not require the protégé firm to individually meet the same evaluation or responsibility criteria as that required of other offerors generally.

Synopsis - the Prime must have performed and completed a minimum of six (6) projects (as the prime contractor, or designer of record)

The protégé firm (GPT) is not required to meet the same criteria “generally” as the prime. Managing members must only “supplement” experience. GPT may choose to propose with a JV that it has previous experience with to meet the six (6) project minimum.

13 CFR 125.8(e)…When evaluating the capabilities…of an entity submitting an offer for a contract set aside or reserved for small business as a joint venture established pursuant to this section a procuring activity must consider work done and qualifications held individually by each partner to the Joint Venture as well as any work done by the joint venture itself previously.

Agency gives preference to previous work performed by the joint venture itself and further considers the individual experience of the protégé firm (GPT-managing member) as well as the mentor firm (AI) within the maximum ten (10) projects.

SB MENTOR-PROTEGE

Minimum Requirement – Team submits ten (10) projects for five (5) Areas of Emphasis:

(1) navigation structures (lock and dams, floodgates, etc.);

(2) floodwalls and closure structures;

(3) beaches, dunes, and coastal structures;

(4) dams and levees; and

(5) pump stations.

Prime offeror may submit all six (6) projects in a single area of emphasis (example: beaches, dunes, & coastal structures).

May utilize subconsultants for the remaining four (4) projects to address the remaining four (4) areas of emphasis.

Moreover, a single project may address more than one area of emphasis.

SECTION F PROJECTS

MORE QUESTIONS?

Jeremy Babb – Supervisory Contracting Officer Rob Thomas – Chief, Engineering & Construction Toniette Addison – Chief, Mega Project Division Brian Hutchison – Acquisition Program Manager

CONCLUSION

Questions should be submitted no later than 20 June 2023 at

2:00PM CDT

Official Response Date 12 July 2023, 2:00PM CDT