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Proposal & Bid Notice Details:


DEPARTMENT OF GENERAL SERVICES

DEPARTMENT OF GENERAL SERVICES-EXECUTIVE OF OFFICE-OFFICE OF SUSTAINABILITY-SOQ-EXEC-OS-2020-01-FOR, ENGINEERING AND ENERGY SRVCS


Project Specs:

Notice ID #: 6518

Bid Date: 09/02/2020

Type Of Notice: Request for Qualifications
Location: CA: Sacramento

BDOQ: DVBE

Contact: See Notice Summary for details on how to respond to this notice.


Notice Summary:

Request for Qualifications (RFQ)
Department of General Services – Executive Office

Office of Sustainability – Energy Savings Unit

EXEC-OS-2020-01 Engineering & Energy Services
Three Regions
State Facilities
California Statewide

The Department of General Services (DGS), Executive Office, Office of Sustainability-Energy Savings Unit is requesting Statements of Qualifications (SOQs) from firms, pursuant to Government Code §4525 et seq.

 

I.            PROJECT DESCRIPTION - RETAINER AGREEMENT

This solicitation is to establish retainer agreements with qualified firms to be used on as-needed basis by Office of Sustainability. Successful firms may be awarded multi-year $5,000,000.00 agreements,up to five (5) years, on a fixed rate basis. Task Orders to the Retainer Agreement Contract for specific projects will be prepared on an as needed basis. The scope of services and total fee for individual Task Orders will be negotiated utilizing the rates specified in the Retainer Agreement. The State does not guarantee that any Task Orders will be made under the agreements during the contract period to the selected firms(s).

 

II.            SCOPE OF SERVICES

The Contractor shall provide professional Engineering and Energy Services for projects within the State of California.

The responsible parties shall be licensed Mechanical Engineers in the State of California (CA) and all work shall be performed under the supervision of and approved by an appropriately licensed design professional. Services may include evaluation of operational performance of various building systems, including but not limited to, HVAC, electrical, plumbing, fire/life safety, building envelope, distributed generation, cogeneration, controls, lighting, wastewater, data, communication and security.

Related support services may include but not be limited to evaluation of operational performance of existing individual buildings, groups of buildings, campuses, including building envelope, systems, equipment and components; collection and analysis of operational and performance data; peer review of a third party reports, plans, recommendations, proposals, submittals including but not limited to ASHRAE Level 1, 2 & 3 Energy Audits, Measurement and Verification Plans/Reports.

 

Project Description

Contractor will provide professional Engineering and Energy Services on an "as-needed" basis. Contractor shall be experienced in:

  • Performance evaluation of new and existing facility mechanical, electrical, plumbing and control systems.
  • Building technologies, systems and operations.
  • Energy, energy efficiency, and energy renewable technologies.
  • Federal and California State regulations as applied to energy systems.
  • Engineering economical and financial analysis of systems.
  • Performance data collection and engineering analysis.

 

All design work shall be performed under and be approved by an architect or engineer licensed in the State of California. A certified asbestos consultant may be required to be part of the team, should specific conditions dictate the need. Consultants work may require the participation of other engineering related disciplines such as, but not limited to, civil, electrical, mechanical, architectural, and structural. Basic services to be provided include, but are not limited to, conceptual schemes, access compliance (ADA: Americans with Disabilities Act), OSHPD (Office of Statewide Health Planning and Development) compliance, ZNE (Zero Net Energy) compliance, and LEED (Leadership in Energy and Environmental Design) compliance.

 

III.             MINIMUM REQUIREMENTS

Firms that are interested in providing professional services for this contracting opportunity are strongly encouraged to regulary check the CaleProcure webpage where this solisitation is posted to check for updates such as Q&A and any addenda. Additionally it is recommended interested firms email the Project Director at tobias.barr@dgs.ca.gov requesting to be placed on the distribution list inorder to be notified any updates posted on the CaleProcure webpage.

 

Firm are required to submitt Statement of Qualifications in the following formate: 8.5” x 11” format (11 point font or greater) with each of the numbered sections collated in a separate tab in a spiral bound document. The State requests that SOQs be limited to 50 pages or less. Firms shall ensure that their written responses indicate how they meet the Selection Criteria listed below.

 

All submittals must be accompanied by a USB flash drive that contains all of the firm’s submitted documents. Other forms of electronic storage media will not be accepted.

 

Submit two (2) hard copies of the following, and one (1) electronic copy as detailed below:

 

1. Letter of Interest that includes the Federal Identification Number of the firm as well as the person authorized to negotiate and sign all agreements.

 

2. Executive Summary (2 pages maximum).

 

3. Federal Form SF330 (“Architect-Engineer Qualifications”) Parts I & II for your firm, and Federal Form SF330 Part II for any proposed sub-contractors. The current revision of these forms is available on the GSA Webpage for SF330.

 

a. For each resume, firms may supplement the Form 330 (no more than one supplemental page per person) with further information on each individual’s proposed project assignment and responsibilities, their specific professional experience related to this assignment, and their current work assignment(s) and projected completion dates.

 

4.      Written statement of the firm’s qualifications that is responsive to the selection criteria below (Seciton V.) that specifically speak to the Scope of Services outlined in Section II. Firms shall respond in writing indicating how they believe their qualifications fulfill the requirements of these criteria. Firms must respond to each numbered criterion with complete and organized responses.

 

 

5. Additional Required Documents

 

a. Current Statement of Information (can be obtained on the California Secretary of State’s website). If operating under a fictitious business name, provide all

supporting documentation (i.e. fictitious business name statement certified by the appropriate county clerk).

 

b. Verification of California license for Professional Engineers, Land Surveyors, or Geologists (can be obtained on the Department of Consumer Affairs website); or verification of California license for Professional Architects (can be obtained on the Department of Consumer Affairs the Department of Consumer Affairs website).

 

c. If applicable, proof of current certification from the DGS Office of Small Business and Disabled Veteran Business Enterprise Services (OSDS). This information can be obtained DGS Office of Small Business and Disable Veteran Business Enterprise Services website.

 

d. Completed and signed California Civil Rights Laws Attachment, available at the website link to the Civil Rights Laws Attachment Form

 

e. Proof of current registration with the California Department of Industrial Relations. Website link to the DIR Contractor Registration Search.

 

f. Darfur Contracting Act Certification. Website link to the Dafur Contracting Act Certification Form.

 

g. Iran Contracting Act Certification. Website link to the Iran Contracting Certification Form.

 

h. The Bidder’s Declaration Form (GSPD-05-105). This form documents subcontracted services. The Website link to the GSPD-05-105 Form.

 

 

The State encourages Small Businesses and Disabled Veteran Business Enterprises participation.

To locate certified firms for subcontracting purposes, start on Cal eProcure. Website link to CaleProcure. Click on “Small Business / Disabled Veteran Business Enterprise,” then “Search for Certified SB/DVBE Firms.” In the Certification Type, select any combination of Micro Business (MB), Small Business (SB), or Disabled Veteran Business Enterprise (DVBE).

Additionally, there are fields that allow for a narrowing of the search. In the UNSPSC Classifications field, a search can be conducted in which the words “architectural” or “engineering” are used. If, for example, the UNSPSC Classification for Architectural Engineering (81101508) is selected, in addition to Disabled Veteran Business Enterprise (DVBE), Service Area (County) Sacramento (34), a number of DVBE certified firms that associate with the Architectural Engineering category are shown.

If you feel your company or your subcontractor qualifies as either, visit the website link to DGS SB & DVBE for more information or call OSDS at (916) 375-4940 for further information.

Please note that no preference in the qualifications category can be given to Small Business firms under the contracting law set up for professional services contracts (Architectural, Engineering, Environmental Services, etc.). Procedures shall assure maximum participation of small business firms, as defined by the Director of General Services pursuant to Government Code Section 14837.

 

IV.            SUBMISSION INFORMATION AND DEADLINE

Documents shall be received no later than Wednesday, September 2, 2020, at 5:00 P.M.

Documents shall be submitted to:

Department of General Services
Executive Office
Office of Sustainability – Energy Savings Unit
Attn: Jill Williams, Contracts Analyst
707 3rd Street, 4th Floor
West Sacramento, CA 95605

 

Within 24 hours of submission of SOQ to the State, one electronic copy shall be uploaded by the submitting firm to the following DGS Box.com site:

 

Link to Engineering and Energy Service Box.com

 

Full URL: https://dgscloud.app.box.com/f/b3d82438033648b89a1452511876bdd0

 

Electronic copy shall be identical to the hard copy submitted, in PDF format. Facsimile or e-mail submittals will not be considered.

 

V.            SELECTION CRITERIA

 

Submitted SOQ packages will be evaluated on the 10 areas listed below. There will be 10 points possible for each criterion, for a total of 100 points possible.

 

1.                  Experience of Firm

Professional experience of the firm in relation to the work to be performed.

  • List each person with their role and office location for all staff identified as a part of this proposal.
  • Qualification of back-up & replacement staff.
  • Experience of subcontractors in relation to the work performed.
  • Subcontractor selection process, criteria, QC & Oversite

 

2.                  Experience of Principals

Professional experience and licenses of the principals to be assigned to the project.

  • List the Principals to be assigned to and involved with the project.
  • List of the State of California projects they have managed or have been involved with (if applicable).
  • References contact information.

 

3.                  Experience of Key Personnel

Professional experience and training of key personnel, including both design and field personnel.

  • List staffs experience, education, licensing, certification, and training.
  • List of the State of CA projects they have managed or have been involved with.
  • References contact information

4.                  Resource Availability

Firm’s resource availability and demonstrated ability to meet deadlines and produce timely required deliverables. SOQs should demonstrate reliability of firm and continuity of firm’s staff and sub consultants.

  • Provide location of offices in firms response.

 

5.                  Working with Other Entities

Demonstrated ability to collaborate and work with various utilities, governmental departments including experience coordinating with multiple stakeholders.

 

6.                  Cost Estimating

Demonstrated expertise and experience in cost estimating, scheduling and phasing, value engineering and cost benefit analysis.

 

7.                  Problem Solving

Demonstrated ability to provide creative and innovative solutions to solve design and engineering problems, including unexpected problems, via examples of past projects.

 

8.                  Energy Audits

Provide specific examples that demonstrate the firms experience developing and executing energy audits and providing 3rd party review of energy audits at various commercial facilities. Demonstrate firms expertise in each phase of the energy audit process, including developing energy audit criteria.

 

9.                  Analyzing Energy Use and Patterns

Provide specific examples that demonstrate the firms capability to integrate existing available building data, gather occupancy and operational data from occupants and O&M staff, as well as quickly deploy M&V tools to gather specific temperature, flow, speed, energy and other applicable data.

 

10.              Cost-benefits Analysis of Energy Efficiency Opportunities

Demonstrate the firms experience and expertise identifying and delivering acurate cost benefit analysis of energy efficiency opportunities. Demonstrated cost benefit analysis methodologies could include Life-cycle Cost Analysis, Life Cycle Cost, Net Present Value, Internal Rate of Return, Simple Payback Period, etc.

 

VI.            CONTRACT ADMINISTRATIVE PROCESS

Firms will be selected on the basis of written responses to this RFQ and an oral interview.

 

Submittals will be evaluated and scored based upon the above selection criteria for those firms who have complied with the minimum qualification requirements.

 

Typically, three firms with the highest scores in each region will be selected for the “short list.” These firms will be invited for an interview and asked to make an oral presentation on their firm and its qualifications and experience.

 

Upon completion of all interviews, a single firm will be selected for each region. Regions are identified in Attachment A. The selected firms will be asked to submit a fee proposal specifying the hourly rates for specific classifications of employees, subcontractors, and/or services to be provided. The State and each firm will enter into negotiations to create fixed rates. In the event that a satisfactory agreement cannot be negotiated, the State will terminate negotiations with that firm and begin negotiations with the next ranked firm, and so on, in that region. After successful negotiations, a contract will be awarded and executed. The State does not guarantee the amount of services being requested from each firm, and may utilize services from firms in other regions on an as needed basis (example: if a firm is unavailable to provide the work or the State and the firm cannot agree on a per project costing).

 

The State reserves the right to terminate the selection proceedings at any time.

 

Ten percent (10%) percent retention will be held for all progress payments made to Consultant. When the estimated amount to be retained exceeds ten thousand dollars ($10,000), and the retention continues for a period of 60 days beyond the completion of phased services, upon written request and at the expense of the Consultant, the State will pay the retentions earned directly to a state or federally chartered bank in this state, as the escrow agent. Website link to Public Contract

Code § 6106.5. Visit the website link for Public Contract Code § 6106.5 (e) for further requirements pertaining to sub-consultants.

 

VII.            TASK ORDER PROCESS

Following successful negotiations and contract award with firm, in order to authorize work under the Retainer Agreement, a Task Order must be issued and signed by both parties. Task Orders shall be utilized to authorize work under the retainer agreement so long as (i) the Task Order does not exceed the scope of work set forth in the retainer agreement, and (ii) the Task Order does not amend any terms of the retainer agreement.

 

Task Orders shall only be issued during the first thirty-six (36) months of the term of the retainer agreement as defined in Section 2 of the Std. 213. The first thirty-six (36) months of the agreement will be referred to as “Phase1-Active Phase”. During the last twenty-four (24) months of the term of this Agreement as defined in Section 2 of the Std. 213, only work authorized under Task Orders issued during Phase 1-Active Phase will be completed. The last twenty-four (24) months of this Agreement shall be referred to as “Phase 2-Completion Phase” At the sole discretion of the State, a Task Order may be issued during Phase 2-Completion Phase to the extent necessary to complete work authorized during Phase 1-Active Phase.

 

Task Order Issuance:

 

1. Work pursuant to the retainer agreement will be authorized utilizing Task Orders.

2. After work to be performed under the retainer agreement is identified, a Task Order will be prepared. The Task Order will identify the scope of services, project deliverables, budget and project schedule. The Task Order shall designate a DGS Project Director or Manager.


3. Task Orders shall be negotiated for a Firm Fixed Price based on the rates identified in the executed retainer agreement.


4. Contractor will not commence work pursuant to a Task Order prior to receipt of an executed Task Order.

5. Contractor shall not be entitled to payment for any work prior to the receipt of an executed Task Order.

6. Work authorized pursuant to a Task Order shall be completed in accordance with the schedule identified in the Task Order.

7. The total amount payable by DGS for work authorized shall not exceed the amount agreed to in the Task Order.

 

VIII.            TASK ORDER COMPENSATION

It is understood and agreed that $5,000,000.00 is the total amount that may be authorized pursuant to the Retainer Agreement, and that the actual amount of work requested by the State may be less. The State provides no guarantee, as to the actual dollar amount that will be authorized under the Retainer Agreement. In no event shall Task Orders be issued that will exceed the maximum Agreement amount.

 

IX.            LABOR COMPLIANCE MONITORING & ENFORCEMENT PROGRAM - CONTRACTOR REGISTRATION

Pursuant to Labor Code § 1725.5, contractors must register with the Department of Industrial Relations (DIR) as a Public Works Contractor to bid on, be listed in a bid proposal or engage in the performance of any public works contract. The application also provides agencies that administer public works programs with a searchable database of qualified contractors. Application and renewal are completed online DIR Contractor Registration Info Page. The current annual fee is $400 and the registration period coincides with the fiscal year.

 

All A&E contractors and subcontractors shall be required to comply with the Monitoring and Enforcement Program, including, but not limited to, contractor registration, submittal of electronic certified payroll reports directly to the DIR as applicable and cooperation with on-site monitoring by DIR personnel if the work performed is covered by prevailing wage laws. Not all work performed by an A&E Firm or its subcontractors are covered by prevailing wage laws. Refer to Labor Code § 1771.4 et seq. and the website link to the Prevailing Wage Requirements.

 

X.            PREVAILING WAGES

Pursuant to Labor Code Section § 1774, the Contractor and any subcontractors, regardless of tier, shall pay not less than the specified prevailing wage rates to all workers employed in the execution of the Contract. Website link the Labor Code Section § 1774.

 

Copies of the prevailing rate of per diem wages are on file at the Department of General Services, which shall be made available to all interested parties. Additionally, these prevailing wage rates are available on the DIR website. Website link to the DIR Prevailing Wage Determination page.

 

This project is subject to compliance monitoring and enforcement by the Department of Industrial Relations.

 

XI.            QUESTIONS

All technical questions should be directed to Tobias Barr, Project Director, 916-439-9963, Tobias.Barr@dgs.ca.gov.

 

All contract related questions and questions regarding the submission of RFQs should be directed to Jill Williams, Contracts Analyst at (916) 375-4703 or Jill.Williams@dgs.ca.gov.

 

END OF DOCUMENT


Attachment A: Regional Map
CALIFORNIA
NORTHERN, SOUTHERN AND COASTAL CALIFORNIA





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