HomeMy WebLinkAboutResolution No. 2023-10 - RFQ for a Progressive Design-Build RESOLUTION NO.2023-10
A RESOLUTION OF THE PASCO PUBLIC FACILITIES DISTRICT
BOARD, APPROVING THE POSTING OF THE DESIGNER-BUILDER
REQUEST FOR QUALIFICATIONS, AND HAVE THE SELECTION TEAM
BRING THE TOP PROPOSAL FORWARD FOR CONSIDERATION AND
APPROVAL
WHEREAS, the Pasco Public Facilities District (PPFD) was duly formed pursuant to
Chapter 35.57 of the Revised Code of Washington on July 15, 2002, by the adoption of City of
Pasco Ordinance No. 3558, and granted all powers provided by law pursuant to RCW 35.57.010;
and
WHEREAS,the PPFD Board approved Resolution No. 2023-01, creating the process for
the procurement of Service Provider Agreements in accordance with RCW 35.57.070 and based
on the procedures finds that it is appropriate to solicit for requests for qualifications for a Designer-
Builder; and
WHEREAS, on May 2023, the PPFD Board selected Wenaha Group as their Owners
Representative by Resolution No. 2023-05, to assist the PPFD in securing services for design and
construction of an aquatic facility.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF DIRECTORS OF
THE PASCO PUBLIC FACILITIES DISTRICT:
Section 1. That the Pasco Public Facilities District Board of Directors (PPFD Board)
does hereby approve the solicitation of a Designer-Builder Request for Qualifications attached
hereto as Exhibit A.
Section 2. That the PPFD Board does hereby approve that Wenaha Group will publish
the notice, review the established criteria, receive, and evaluate proposals for conformity with
submission requirements, and assuming selection of a preferred service provider by the Selection
Team, negotiate with respondents under the requirements of the Service Provider Agreements
process established by Resolution No. 2023-01, and bring the top proposal forward to the PPFD
Board for consideration and approval.
Section 3. That this Resolution shall take effect immediately.
Resolution—PPFD Designer-Builder- 1
PASSED by the Pasco Public Facilities District Board of Directors,of Pasco,Washington,
this 15�' day of August, 2023.
PASCO PUBLIC FACILITIES DISTRICT
G' , c
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M rk Morrissett Board President
ATTEST: APPROVED AS TO FORM:
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Caroline Bow ish, ecretary/Treasurer Kerr Fe aw, PLLC
Pasco Public Facilities District At ys for PPFD
Resolution—PPFD Designer-Builder-2
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Pasco Public Facilities District
Request for Qualifications ("RFQ")
for a
Progressive Design-Builder
Pasco Aquatics Facility
This REQUEST FOR QUALIFICATIONS ("RFQ") from the Owner invites the submittal of a Statement of
Qualifications ("SOQ")from firms interested in providing design-build services for the project described below. By
submitting an SOQ, the Proposer represents that it has carefully read the terms and conditions of this RFQ and all
attachments and addenda and agrees to be bound by them. This RFQ is not an offer to enter into a contract, but
merely a solicitation of persons interested in submitting SOQ to the Owner for the Project.
OWNER:
Pasco Public Facilities District
535 North 3�d Ave
Pasco, WA 99301
PROJECT:
Pasco Aquatics Facility
OWNER CONTACT PERSON:
Brooklynn Jefferson, Wenaha
Group
BrooklvnnJ(c�wenahaqroup.co
m
509-430-2788
SOQ DUE DATE AND TIME
Proposer's SOQ shall be submitted no later than:
2:00 PM local time, September 15th, 2023
All SOQs must be submitted pursuant to the instructions below. It is the Proposer's sole responsibility to ensure
that the SOQ is delivered in the manner required by this RFQ by the Due Date and Time. Owner has the right to
reject any SOQs not properly delivered.
Project Information Meeting is scheduled for_August 28�", 2023_at 10:00 am [insert virtual link].
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SECTION 1 OWNER DESCRIPTION
1.1. General
SECTION 2 OVERVIEW OF PROJECT
2.1. General Descrintion of the Project
The Pasco Public Facilities District("PPFD"or"Owner") is building an Aquatic Facility pursuant to a successful bond
vote that occurred in April 2022. The Aquatic Facility will be located as part of the development of the Broadmore site
in Pasco, Washington. The Aquatic Facility will be developed in multiple phases. The first phase, which is the
subject of this procurement, is anticipated to be approximately 46,000 square feet. The first phase will be a
recreational facility similar to the Snohomish Aquatic Center in Snohomish, Washington or the Lynnwood Recreation
Center in Lynwood, Washington. The scope of the first phase will be finalized with the successful design-builder and
is anticipated to include an indoor leisure pool, outdoor activity pool,wet classroom/party room, concessions for the
outdoor pool, locker rooms, and other support spaces. The second phase will be a separate project and will include
an eight lane competition pool. The design and construction of the first phase should anticipate the second phase
and include planning and provisions to ensure the second phase can be added efficiently and that the completed
project will be able to meet all project goals.
The PPFD received authorization to utilize the progressive design-build procurement and delivery method by the
Washington State Capital Projects Advisory Review Board Project Review Committee on July 27, 2023. This is the
first alternative delivery project by the PPFD, and it will be looking to the successful design-build team to assist it with
the progressive design-build delivery method.
2.2. Proiect Goals
The PPFD has established the following Project Goals:
1. Create a Recreational Aquatics Facility That Meets the Public's Needs. The Design-Build Team
will design and construct a recreational Aquatics Facility that provides a substantial community
benefit, incorporating community input while including amenities that will benefit a wide range of user
groups, including but not limited to families, teenagers, and senior citizens.
2. Execute a successful, collaborative Progressive Design-Build (PDB) Process to produce the
envisioned Project: The Design-Build Team will develop and utilize a collaborative relationship
between the Owner, its stakeholders, and the Design-Build Team to exceed the Project Goals within
the Owner's budget and schedule while demonstrating exemplary design and project management.
3. Maximize Design Within Limited Budget.The Design-Build Team will leverage the efficiencies of the
progressive design-build process through innovative and lean design and construction techniques that
provides an efficient and effective design with the most scope and programming within the Owner's
established budget and is flexible with respect to its use over time and allows for expansion for future
phases of the facility.
4. Optimize Quality, Operations, and Revenue. The Design-Build Team will assist the Owner in
selecting amenities and features of the facility that will create a high quality facility, minimize operations
and maintenance costs, and help meet the facility's revenue goals, all while being responsive to the
input of stakeholder groups.
5. Efficient Pricing and Schedule. The Design-Build Team will provide transparent pricing and
scheduling that allows the Owner to track the cost of design and construction concurrently so that the
Owner is fully informed regarding the cost implications of design and other project decisions.
2.3. Form of Aareement
2.3.1. The Project will be contracted through a progressive design-build agreement that is attached as
Exhibit A to the RFQ. The Design-Build Team will work collaboratively with the Owner to establish a
project scope, Basis of Design Documents, and Guaranteed Maximum Price after the award of the
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Project. The Design-Build Agreement will be a cost plus with a Guaranteed Maximum Price, modified
version of the DBIA Form 530 Standard Form of Agreement Between Design-Builder and Owner with
a modified version of the DBIA Form 535 General Conditions of Agreement.
2.4. Project Budqet
The budgeted cost for design and construction for this Project is million dollars
($ .00).
2.5. Prolect Procurement Schedule
The following is the Project Procurement Schedule. The Owner reserves the right to modify the
Project Procurement Schedule via addenda issued prior to the date set forth below.
Date Activit
8/18 Issue RFQ
8/28 Pro'ect Information Meetin
9/1 Last Date to Submit Questions Regarding the
RFQ
9/8 Last Date to Issue Owner Addenda
9/15 SOQ Due Date
9/25 Notification of Finalists
9/27 Issue RFP
10/12 throu h 10/16 Confidential Individual Meetin s
10/20 Last Date to Ask Questions or Submit Proposed
Chan es to Contract
10/26 Last Date to Issue Owner Addenda
11/7 Pro osal Due Date
Week of 11/13 Interviews with Finalists o tional
11/22 Notification of Hi hest Scored Finalist
2.6. Definitions
2.6.1. Business Day: Monday through Friday, with the exception of official holidays observed by the City of
Pasco, Washington.
2.6.2. Confidential Individual Meetings: The confidential meeting(s)conducted individually between the
Owner and each Finalist after the issuance of the RFP. All Confidential Individual Meetings will be
conducted pursuant to the instructions in the procurement documents, and all participants will be
required to enter into a confidentiality agreement before the meeting.
2.6.3. Design-Builder: The entity with the prime design-build contract with the Owner.
2.6.4. Design-Build Team Member: All entities listed by the Design-Builder as providing services or
construction on the project. Members of the Design-Build Team may also be referred to as"Team
Members".
2.6.5. Finalist: A Proposer that has been selected in the shortlist to propose in the Request for Proposals
phase of the procurement.
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2.6.6. Key Team Member: Individuals who will be assigned to the Project who play an important role in
the design, construction or management of the Project.
2.6.7. Procurement: The Owner's process for selecting a Design-Build Team for this Project.
2.6.8. Procurement Documents: All documents issued by the Owner in connection with the Procurement
or Project.
2.6.9. Projects of Similar Scope and Complexity: Projects that had substantial completion dates within
the last seven (7)years and that have many or all of the following characteristics:
a. Projects of a similar size and budget that include design and construction of community
recreational or other commercial facility that include a swimming pool with recreational
amenities similar to that found in the Snohomish Aquatic Center in Snohomish, Washington or
the Lynnwood Recreation Center in Lyrawood, Washington;
b. Projects that require substantial input from stakeholders, including members of the public.
c. Projects that utilize an integrated delivery method that require strong coordination and
integration of the design and construction professionals and early involvement of the
construction professionals during design and where the Design-Builder collaborated with the
Owner to develop the final scope, schedule Contract Price;
d. Projects with a limited budget where an owner`s goal is to maximize the available scope
within the budget and where the design and construction team assisted the Owner in
selecting revenue generating project amenities that minimize operations and maintenance
costs.
2.6.10. Proposer: An entity that submits a Statement of Qualifications in response to this RFQ.
2.6.11. RFQ: The Owner's Request for Qualifications.
2.6.12. RFP: The Owner's Request for Proposals, which will be issued to those Finalists who are
selected to proceed to the next phase of this Procurement.
2.6.13. Small Business: a small business as defined in RCW 39.04.010.
2.6.14. SOQ: A Statement of Qualifications submitted in response to this RFQ.
2.6.15. Team Member is any entity(rather than individual)submitted with the Design-Builder's team
in the SOQ.
�ECTION 3 PR�CUREMENT PROCESS
3.1. Generallnformation
3.1.1. Communication with the Owner. Proposers are required to conduct the preparation of
their SOQs with professional integrity and free of lobbying activities. Communication with
the Owner regarding this Project shall be via email or regular mail only and directed to the
Owner's Contact Person. Do not communicate about the Project or the Procurement with
any other Owner employees, representatives, or consultants. Communication with other
Owner employees, representatives, or consultants regarding the Procurement may cause
the firm involved to be disqualified from submitting under this Procurement. Any verified
allegation that a responding Proposer or Team Member or an agent or consultant of the
foregoing has made such contact or attempted to influence the evaluation, scoring, and/or
selection of Finalists may be the cause for Owner to disqualify the Proposer team from
submitting an SOQ or Proposal, to disqualify the Team Member from participating in the
Procurement and/or to discontinue any further consideration of such Proposer or Team
Member. Following the Owner's approval of the Finalists, the Owner anticipates that
certain communications and contacts will be permitted. The RFQ, RFP and/or other written
communications from Owner will set forth the rules and parameters of such permitted
contacts and communications. To the extent any Proposer intends at any time to initiate
contact with the general public regarding the Project, the nature of such intended contact
and the substance thereof must be approved in writing by Owner prior to the
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commencement of such activities.
3.1.2. Expenses of Proposer. With the exception of the honorarium set forth below, the Owner
accepts no liability for the costs and expenses incurred by firms in responding to this
Procurement.
a. Each Proposer that enters into the Procurement process shall prepare the required
materials, the SOQ, and the Proposal at its own expense and with the express
understanding that, except as set forth below, the Proposer cannot make any
claims whatsoever for reimbursement from the Owner for the costs and expenses
associated with the process even in the event the Owner cancels this Project or
rejects all Proposals.
b. The Owner will pay to all Finalists with whom the Owner does not enter into a
contract as the Design-Builder for the Project an honorarium in the amount of
$ pursuant to RCW 39.10.330(9), provided the
Finalists comply with the following:
i. The Finalist fully participate in the process outlined in the Request for
Proposals; and
ii. The Finalist submits a responsive, responsible Proposal to the Owner
pursuant to the Request for Proposals.
3.2. Owner Rj,ghts and Procurement Conditions
3.2.1. The Owner reserves without limitation and may exercise at its sole discretion, the following
rights and conditions with regard to this Procurement process:
a. To cancel the Procurement process and reject any and all SOQs and/or Proposals;
b. To waive any informality or irregularity;
c. To revise the Procurement Documents and schedule via an addendum;
d. To reject any Proposer that submits an incomplete or inadequate response or
is not responsive to the requirements of this RFQ;
e. To require confirmation of information furnished by an Proposer, require additional
information from an Proposer concerning its SOQ or Proposal and require additional
evidence of qualifications to perform the work described in this RFQ or a subsequent
RFP;
f. To provide clarifications or conduct discussions, at any time, with one or more Proposers;
g. To contact references that are not listed in the Proposer's SOQs and investigate
statements on the SOQs and/or qualification of the Proposer and any firms or
individuals identified in the SOQ;
h. To take any action affecting the RFQ process, the RFP process, or the Project
that is determined to be in the Owner's best interests;
i. To utilize information from any source, including but not limited to references
and individuals who are not identified by the Proposer and/or Finalist, to
evaluate Proposers and Finalists;
j. Approve or disapprove of the use of particular consultants, subconsultants,
subcontractors, Team Members, or Key Team Members and/or substitutions
and/or changes to consultants, subconsultants, subcontractors, Team Members,
or Key Team Members from those identified in the SOQ or Proposal, such
approval or disapproval shall not be unreasonably exercised;
k. To make an independent determination of the highest scored proposal.
3.3. Outline of the Procurement Process
3.3.1. Request for Qualifications(RFQ).
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a. This RFQ invites firms to submit SOQs describing in detait their technical,
management, and financial qualifications to design, permit, construct,
commission, and closeout the Project. The issuance of this RFQ is the first phase
of the Procurement process.
b. Proposers will submit their SOQ, and other deliverables required pursuant to this
Procurement at the time and in the manner set forth in this RFQ and any
addenda. The Owner will not consider SOQs or other deliverables that are
submitted after the time set forth in the RFQ. Proposers are solely responsible for
making sure that the Owner receives the SOQ in a timely fashion.
c. The Owner will evaluate the information submitted by each Proposer to 1)determine
whether the Proposer meets the mandatory minimum requirements and 2)evaluate
the SOQs provided by each Proposer pursuant to the evaluation criteria described
below. Any Proposer who fails to meet the mandatory minimum requirements set
forth in this RFQ will be deemed non-responsive and will not be considered further
by the Owner in this Procurement.
d. All SOQs will be evaluated in accordance solely with the criteria established in the
RFQ and any addenda issued thereto. The evaluation criteria are listed below,
including the relative weight or importance given to each criterion.
e. The Owner will select responsive and responsible firms as Finalists. Only those
firms that have been short-listed will be invited to submit a Proposal in response to
the RFP.
f. The results of the SOQ evaluations will be carried forward and included in
the final evaluation and selection.
g. Design-Build Team Members and individual Key Team Members will be used as a
basis for selection. Once shortlisted, neither the Proposer nor Team Members that
are submitted to the Owner as part of the SOQ or Proposal may substitute a listed
consultant, subconsultant or subcontractor, or any individual listed as a Key Team
Member without the Owner's prior written approval. Even with the Owner's
approval, any change to any submitted Team Member or Key Team Member will
result in re-evaluation and may result in a change to the evaluation and scoring of
the Proposer.
h. For the procurement, Design-Build Teams may only include the prime Design-
Builder and lead Designer and Constructor firms. Specifically, Design-Build Teams
may not include any specialty subcontractor that will only construct the pool portion
of the project. The Owner and selected Design-Builder will collaboratively select that
subcontractor after award.
3.3.2. Request for Proposal (RFP), Confidential Individual Meetings 8�Selection Process
a. The Owner will issue the RFP to the Finalists. The RFP will further explain the �
evaluation criteria, Confidential Individual Meetings, and other elements of the RFP
process.
b. Prior to the submission date for Proposals, written questions will be accepted as
defined in the RFP.
c. Confidential Individual Meetings. The Owner will conduct up to 2 Confidential
Individual Meetings with each of the Finalists. The Confidential Individual Meetings
will be further described in the RFP. All information from the Design-Build Teams
provided in the Confidential Individual Meetings will remain confidential during the
procurement process. The Confidential Individual meetings will also provide an
opportunity for direct interaction between the Finalist and the RFP Evaluation
Committee.
i. Interactive Meeting. The Owner will conduct an Interactive Meeting that will
occur prior to the submission of the Proposals and will allow the Owner to
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evaluate the Finalists' ability to collaborate with the Owner's team and to
allow the Finalists to ask the Owner questions regarding the Project and the
Owner's goals and concerns.
ii. Interview. The Owner may conduct a second, optional Confidential
Individual Meeting at the Owner's option. The second Confidential Individual
Meeting will be an Interview after the submission of the Proposals and will
allow the Owner to ask questions regarding the Design-Build Team's
Proposal.
d. A Finalist may ask questions and submit suggested proposed changes to the
contract provisions no later than the date set forth in the Procurement Schedule. The
Owner, at its sole discretion, may revise the RFP, the contract provisions and/or
program documents and issue an addendum to all Finalists.
e. Finalists will submit a Technical Proposal and a separate Price Proposal in
accordance with the Procurement schedule.
f. The Owner will establish an RFP Evaluation Committee to review and evaluate
the Technical Proposal and other elements outlined in the RFP. The RFP
Evaluation Committee may be the same as the RFQ Evaluation Committee.
The RFP Evaluation Committee will evaluate the Proposals in accordance with
the evaluation criteria set forth in the RFQ and RFP.
g. At its sole discretion, the Owner may ask written questions of Proposers, seek
written clarifications, and conduct discussions with Proposers on Proposals.
h. The Owner will provide written notification to all Finalists of the selection decision
and make a selection summary available to all Proposers at the conclusion of the
Procurement.
i. At the Owner's discretion, it will initiate negotiations with the Highest Scored Finalist.
The Owner may also negotiate with other Finalists at its discretion if it is unable to
reach agreement with the Highest Scored Finalist. The Owner will continue in
accordance with this procedure until a contract agreement is reached or the
selection process is terminated. Negotiations are at the Owner's sole discretion. By
submitting a Proposal pursuant to the RFP, the Finalist represents and warrants that
it will enter into the contract provided by the Owner subject to the terms set forth in
its Proposal.
3.3.3. Price Proposal
Finalists will submit a Price Proposal pursuant to the instructions set forth in the RFP. The
Price Proposal for this Project is anticipated to include the Design-Builder's Fee
Percentage for overhead and profit percentages for both subcontracted and self-performed
Work and will be submitted in a separate, distinctly marked email from the Technical
Proposal. Although not scored, the Design-Builder will also submit hourly rates and a
proposed Validation Period Not to Exceed Amount with the Price Proposal.
3.3.4. Evaluation and Scoring of Proposers and Finalists
In the evaluation and scoring of Proposers and Finalists, the Owner will consider the
information submitted in the SOQ, the Technical and Price Proposal, Confidential
Individual Meetings, references, and other sources with respect to the evaluation criteria
set forth in the RFQ and RFP. The result of the evaluation will be a comparative scoring of
Proposers.
In evaluating each of the criteria, the Evaluation Committees will identify significant and
minor strengths and weaknesses from the submissions. The Evaluation Committees will
then use the following metric to evaluate the submissions and determine the number of
points for each Evaluative Criteria based on the percentages assigned in the RFQ, the
RFP and any addenda. In the description below, the term"Proposer" includes both
Proposers in the SOQ phase as well as Finalists in the RFP phase of the procurement.
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All scoring will take into account all information the Owner gathers, including but not
limited to the Technical and Price Proposal, Interactive Meetings, Intenriews, and
References. For the purpose of selecting and evaluating Proposers, the evaluation
criteria will be given the following relative weights:
SOQ Total SOQ Points: 75
Team Or anization 15 oints
Projects of Similar Scope and 15points
Com lexit
Pro'ect Controls 15 oints
Desi n and Permittin Ex erience 15 oints
Construction Mana ement Ex erience 15 oints
Response to RFP Total RFP Points: 100
Overall Mana ement A roach 25 oints
GMP Develo ment Plan 25 oints
Desi n Develo ment and Mana ement 25 oints
Construction Management, Project 25 points
Se uencin and Schedulin
Price Proposal Total Price Proposal
Points: 20
TOTAL GRAND TOTAL Points: 200
SECTION 4 SOQ DOCUMENTATION REQUIREMENTS
4.1. Submittal Process
4.1.1. The Owner is requiring electronic submission of the items listed below for this solicitation.
Submissions must be delivered via email to the Owner's Contact on page 1 of the RFQ no later than
2:00 pm on the date in the schedule set forth in section 2.5 of the RFQ.
.1 The email shall include the title of the document, and due date and time in the subject line. The
Proposal shall be titled, "Pasco Aquatics Facility Statement of Qualifications"
.2 Limit file size to 30MB.
.3 The Owner will use the time stamp on the email/submittal upload to determine timeliness.
.4 Proposers are responsible for ensuring timely delivery of submittals.
.5 The Owner is not responsible for Proposer's technical difficulties in submitting electronically.
.6 The Owner reserves the right not to evaluate late submittals.
4.1.2. If issues arise in submitting the RFQ documents, please contact the Owner's Contact.
4.1.3. Any addenda issued for this RFQ will be provided via email. Proposers are responsible for
checking for inclusion of any addenda prior to submission.
4.2. SOQ Format Reauirements
The SOQs shall comply with the following format requirements:
4.2.1. SOQs shall be formatted in searchable .pdf format and shall include a searchable bookmark for each
subsection of the submittal.
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4.2.2. The body of the SOQ shall be organized in accordance with the Evaluation Criteria.
4.2.3. The body of the SOQ, when printed, shall be limited to a maximum of twenty five(25)
pages.
a. The QpJy documentation that is�included in the page count is the following:
i. Letter of interest or cover letter.
ii. Statement of Proposer's Ability to Provide a Proposal Bond, or
Performance and Payment Bond;
iii. Statement of Proposer's Ability to Meet the Owner's Insurance Requirements;
iv. Corporate Structure Questionnaires;
v. Identification of Projects Table;
vi. Resumes of Key Team Members (limit 2 pages each); and
vii. Cover pages, provided that they contain no substantive content.
b. SOQs that exceed the nage limit mav be reiected. The Owner, at it5 sole
discretion, reserves the right to reject SOQs that exceed the page limit or to
remove pages from the sections of any non-conforming SOQ submittals to bring
each non-conforming SOQ submittal within the page count requirement.
c. A"page" shall be defined as(when printed)one single-sided piece of paper that has
words, charts, tables, pictures, or graphics. Pages shall be 8.5 x 11 inches, with the
exception of the Identification of Projects Table, which may be presented in 8.5 x 14-
inch format.
d. The font shall for any portion of the submittal, including graphics, be no smaller than 10 point.
4.3. SOQ Organization
SOQs shall consist of the following parts:
4.3.1. Letter of Interest
4.3.2. Minimum Qualifications
a. Statement of Proposer's Ability to Provide Performance and Payment Bond. (See Section
5.2.1)
b. Statement of Proposer's Ability to Meet the Owner's Insurance Requirements. (See
Section 5.2.2)
4.3.3. Technical & Management Qualifications
a. Team Organization
b. Demonstrated History of Successful Projects Similar in Scope and Complexity
c. Project Controls
d. Design and Permitting Experience
e. Constructian Experience
4.3.4. SOQ Attachments
a. Resumes of individual Key Team Members
b. Identification of Projects Table
c. Corporate Structure Questionnaire(s)
d. Examples of Deliverables
SECTION 5 SOQ SUBMITTAL INFORMATION
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5.1. Letter of Interest(No nointsl
The SOQ must include a cover letter containing the name, address, telephone number, fax
number, and e-mail address of the Proposer and the principal contact person. The Letter of
Interest shall also include the following: (1) name, address, telephone number, fax number, and e-
mail address for all listed consultants, and/or sub-consultants for the Project(if any)and (2)the
type of firm or organization (corporation, partnership,joint venture, etc.)that will serve as the prime
contracting party. The letter of interest may be a maximum of two (2) pages.
5.2. Minimum Qualifications
5.2.1. Statement of Proposer's Ability to Provide Pertormance and Payment Bond (Pass/Fail)
As a mandatory minimum requirement,the Proposer must have the ability to obtain a
performance and payment bond in the amount equal to the value of the final contract
amount, subject to subsequent modifications to that amount, and sales tax. For the
purposes of this procurement, Proposers must be able to obtain a bond for a minimum of
$40 million. Proposer shall provide a letter signed by an authorized representative of
Proposer's surety company (or agent) confirming that the Proposer can meet this minimum
requirement. Any Proposer who fails to meet this mandatory minimum requirement will be
considered non-responsive and will not be considered further by the Owner in this
Procurement process. The surety shall be a company authorized to conduct business in
the state where the Project is located with a current minimum A.M. Best rating of A-, Class
VII or better. Letters indicating "unlimited" bonding capability are not acceptable.
5.2.2. Statement of Proposer's Ability to Meet the Owner's Insurance Requirements. (PasslFail)
As a mandatory minimum requirement, the Proposer must document that it has the
ability to meet the minimum insurance requirements as set forth in the attached draft
Agreement and General Conditions (Exhibit A). Proposer shall provide a letter from
Proposer's insurance company or broker indicating that the Proposer is capable of
complying with the insurance requirements specified in Exhibit A or an ACCORD Insurance
Certificate that shows evidence of insurance that meets or exceeds the requirements set
forth above. Any Proposer who fails to meet this mandatory minimum requirement will be
considered to be non-responsive and will not be considered further by the Owner in this
Procurement. The insurer shall be a company authorized to conduct business in the state
where the Project is located with a current minimum A.M. Best rating of A-, Class VII or
better.
5.3. Technical and Management Qualifications
The SOQ shall demonstrate the Design-Build Team's ability to undertake the Project by providing
the following technical and management qualifications of the Proposer, Team Members, and
individual Key Team Members. The Proposer is responsible for ensuring that contact information
contained in their referenced project profiles is correct. The inability to contact a reference may
have a detrimental impact on the evaluating qualifications.
Emphasis will be placed on experience and expertise in performing substantive work on projects
that are of Similar Scope and Complexity, as described in the definitions above. The Owner
reserves the right to award more points to projects that have more of the characteristics set forth in
the definition of Projects of Similar Scope and Complexity. The Owner also reserves the right to
award more points to successful projects in which Proposer, Team Members, and/or individual Key
Team Members had substantial responsibility for their respective scopes of work.
The SOQ will be evaluated on the following technical and management qualifications:
5.3.1. Team Organization
a. The following Key Team Members shall be identified from the Design-Build Team.
Individuals identified may have multiple roles. Proposers should clearly identify the
roles for the Key Team Members.
i. Corporate Executive dedicated to the project,
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ii. Project Manager
iii. Lead Design Architect,
iv. Design Manager,
v. Construction Manager,
vi. Cost Estimator,
vii. Quality Control Manager, and
viii. Inclusion Manager.
Other than the lead designer and entities employing the Key Team Members set
forth above, no other consultants or trade contractors should be included in the
Proposal; these team members will be selected in consultation with the Owner after
the contract is awarded.
b. Provide an organization chart for the Design-Build Team, including but not limited
to the Key Team Members identified. Include in the organization chart the
percentage of time that Key Team Members are estimated to be dedicated to the
Project for each phase. Clearly identify the Key Team Member who will be
responsible for leading the Design-Build Team and will be the prime contact with
the Owner during each phase of the Project.
c. Provide a narrative describing the benefits of the team structure and the benefits
that each Team Member and Key Team Member provides to the Project.
i. Explain how the Design-Build Team and Key Team Members will exceed
the Project Goals, in particular Project Goal Number 2. In the narrative,
describe the Team's past performance in successfully managing design-
build (or a similar integrated delivery model) Projects of Similar Scope and
Complexity that include management and communications of an integrated
team of design consultants, specialty subcontractors, and trade
contractors.
ii. Describe the Team's past performance working together and/or if the team
has not worked together, describe the steps the Team has taken to
promote integration and a collaborative working environment.
d. For each Design-Build Team Member, identify all lawsuits or claims filed in any court or
public administrative body in which the Design-Build Team Member, or any company
owned or controlled by the Design-Build Team Member, is a party asserting a claim on a
design or construction contract in the last five years. For lawsuits and/or claims against the
Owner, identify all claims and/or lawsuits filed at any time. With each lawsuit or claim,
identify the name of the parties, the court or administrative body, and the case number or
identifying information for the case. Also identify the amount of the original claim as well as
the amount ultimately recovered.
5.3.2. Demonstrated Experience of Successful Projects of Similar Scope and Complexity
a. The Owner has established a Project Goal of creating a Recreational Aquatics
Facility that Meets the Public's Needs. Address the Design-Build Team's
experience with each element of the definition of Projects of Similar Scope and
Complexity. Include a description of any issues or problems that arose on the
projects and how those issues or problems were resolved.
b. Describe how Team Members have utilized the progressive design-build process,
innovative design and construction techniques, and/or state of the art technology
to achieve the owner's goals, and/or enhance communication and collaboration.
c. Describe the Team's past performance in utilization of business entities certified
with the Washington State Office of Minority and Women's Business Enterprises,
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including Small Businesses, local businesses and business entities certified with
the Washington State Department of Veterans' Affairs.
5.3.3. Project Controls and Development of GMP
a. Describe the Team's past performance with Progressive Design-Build or
similar integrated projects development and management of Project
budgets, including collaboratively developing a Guaranteed Maximum Price.
Include in the narrative how the Proposer ensured transparency of all costs
and schedule.
b. Discuss the Team's past experience assisting Owners in selecting revenue
generating project amenities that meet the Owner's revenue goals.
c. Discuss the tools and techniques used to transparently develop the scope, cost,
and schedule to the owner, including
i. How the scope, cost, and schedule were communicated with the owner;
ii. The resolution of discrepancies between the owner's cost information
and that of the design-builder
iii. A demonstration of how the estimating, cost monitoring process, and
schedule reporting provided substantive and meaningful information to
the owner.
d. Describe any issues or problems that arose on the projects discussed in this
section and how those issues or problems were resolved.
e. Provide examples of deliverables pursuant to Section 5.7 below.
5.3.4. Design Experience
a. Describe the Team's experience designing Projects of Similar Scope and
Complexity. Describe how the Team's past experience designing Projects of
Similar Scope and Complexity will assist the Owner in achieving the Project Goals.
b. Specifically address any experience with projects that include design and
construction of community recreational or other commercial facility that include a
swimming pool with recreational amenities similar to that found in the Snohomish
Aquatic Center in Snohomish, Washington or the Lynnwood Recreation Center in
Lynwood, Washington
c. Describe the Team's experience in designing projects and selecting materials or
systems that minimize operations and maintenance costs for the Owner.
5.3.5. Construction Management Experience
a. Describe the Proposer's experience in creatively using construction means and methods to
maximize efficiency and take full advantage of the progressive design-build process.
Describe any issues or problems that arose on the projects and how those issues or
problems were resolved
b. Describe the Proposer's experience with the following
i. Incorporating constructability into the design;
ii. Implementing safety in the project; and
iii. Commissioning and closeout for pool and recreational facilities.
c. Explain how the Applicant has addressed difficult resource management issues such as
escalation, scarcity of materials, equipment, and/or labor.
5.4. Resumes of Key Team Members
5.4.1. Provide a resume for all Key Team Members. Resumes should be no longer than 2 pages
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and should include the following information at a minimum. The resumes will not be
evaluated separately. Rather, the resumes will be evaluated in the context of the criteria set
forth in Section 5.3.
a. Description of the individual's proposed Project role;
b. Identification of employer and number of years employed by the firm;
c. Educational background, professional licenses, and/or certifications; and
d. Experience relevant to their proposed role on the Project and how their
experience will benefit this Project.
5.5. Identification of Projects Table
5.5.1. The Proposer must submit an Identification of Projects Table with the required information
set forth herein for each project cited or mentioned in the SOQ or resumes in the form
attached as Exhibit C. The Identification of Projects Table may be submitted on 8.5"x 14"
paper and may be no more than two pages in length. The Proposer is responsible for
ensuring that contact information contained in their ldentification of Projects is correct. The
inability to contact a reference may have a detrimental impact on the evaluating
qualifications. The Owner reserves the right to contact any person listed in the Identification
of Projects or any other person with knowledge regarding any Project in which any Design-
Build Team Member or Key Team Member participated. The identification of projects will not
be evaluated separately. Rather, the projects will be evaluated in the context of the criteria
set forth in Section 5.3.
a. Name of project;
b. Owner;
c. Location of project(include address);
d. Delivery method;
e. Brief project description;
f. Name of each Design-Build Team Member and Key Team Member who is
proposed for this Project who played a significant role on the listed project,
including an identification of their project function;
g. The initial contract price, the final contract price, and an explanation for any
difference between the two amounts;
h. The initial date scheduled for substantial completion, the actual date of
substantial completion, and an explanation for any difference between the
two dates;
i. The percent utilization of business entities certified with the Washington
State Office of Minority and Women's Business Enterprises, including Small
Businesses and business entities certified with the Washington State
Department of Veterans'Affairs.
j. Project contact information of the Owner or customer and their role on the
project(current address, e-mail, and phone number)who can verify the
characteristics of the listed project.
5.6. Corporate Structure Questionnaire
5.6.1. Submit a completed Corporate Structure Questionnaire for Design-Builder and each
Team Member(Exhibit D). If the prime Design-Builder is a Joint Venture, all Joint
Venture partners must have functional responsibilities for the Project. Describe the
duties of each Joint Venture partner and provide a copy of the Joint Venture
Agreement.
5.7. Project Deliverable Examples
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5.7.1. Provide examples from previous projects that demonstrate how the Proposer would
communicate to the Owner the development of the scope, cost, and schedule in a
transparent and collaborative manner. Examples should be understandable and be
designed to assist an owner who using the design-build delivery method for the first
time. The project deliverable examples shall be limited to 6 pages.
SECTION 6 LIST OF EXHIBITS
A. Draft Agreement and General Conditions
B. Performance and Payment Bond Instructions
C. Identification of Projects Table
D. Corporate Structure Questionnaire
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Exhibit A
DRAFT
Agreement and General Conditions
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Exhibit A
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Exhibit B
Performance, and
Payment Bond Instructions
1. The selected Design-Builder will be required to provide the following bonds for this Project:
a. Payment Bond in the amount equal to the Contract Price, subject to subsequent
modifications to that amount, and sales tax.
b. Performance Bond in the amount equal to the Contract Price, subject to subsequent
modifications to that amount, and sales tax.
2. The following shall apply:
a. Proposers must submit a statement from their bonding company that the Proposer can
meet the bonding requirements at a minimum amount of$40 million.
b. The Payment and Performance Bond(s)shall be in the form acceptable to the Owner.
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Exhibit B
O Thaxton Parkinson PLLC
Exhibit C
Identification of Projects Table Form
Complete the Identification of Projects Table in the attached form for all projects cited in the Statement of
Qualifications.
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Exhibit C
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Exhibit D
Corporate Structure Questionnaire
1. Proposers shall complete the following information for the Proposed Design-Builder and each Team
Member:
Le al Name
Street Address
Mailing Address
Point of Contact
Position
Email
Tele hone Number
Fax Number
T e of Business
D-U-N-S Number
Federal Tax Identification Number
State Contractor's License Number if a licable
State Business License Number if a licable
2. If the Proposed Design-Builder is a Joint Venture, Proposers must:
a. Submit the above information the Joint Venture as well as for each member of the Joint Venture;
and
b. Attach a copy of the Joint Venture Agreement to this form.
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Exhibit D
OO Thaxton Parkinson PLLC