Pre-Proposal ConferenceCentral Mesa Extension Design-Build Services

RFP No. LRT-12-176-MESADBOctober 13, 2011

Agenda Introductions / Opening Remarks

Loralei Poll

Project Overview / Scope Wulf Grote (P.E.), Dan Ross, Roy Alvarado Marty Spong, Suresh Shrimavle (P.E.),

Harvey Estrada (P.E.), Howard Steere and Marc Ahlstrom (P.E.)

Question and Answers By Panel

Request for Proposal Overview Loralei Poll

Closing Remarks / Adjourn Loralei Poll

Meeting Overview

Be sure to sign in:Sign-In sheets will be available on the METRO website.http://www.valleymetro.org/metro_business_opportunities/current_opportunities/central_mesa_light_rail_extension_design-build_services/

Opportunity:This conference is the sole opportunity to ask questions on the Request for Proposal process and/or technical scope of work with METRO staff.

Questions may be asked as each person goes through their presentation.

Any questions that can’t be answered verbally will require the question be submitted in writing.

Pre-Proposal Questions

Index cards are available, if necessary.

Where possible, verbal answers will be provided. Responses to questions that require further research will be included in a written addendum.

All written questions will be issued to the short-listed qualified firms by written addendum.

Project Overview

Wulf Grote, P.E.Director, Planning & Development

Central Mesa LRT Extension

The Central Mesa Light Rail Extension Project consists of approximately 3.1 miles of double track alignment extending from the Central Phoenix/East Valley (CP/EV) LRT Project’s eastern limits to an end of line station on Main Street between Olive ad Ashland.

Street Configurations

Federal Process

FTA Funding Status Small Starts Program President’s Budget

FTA Project Construction Grant Agreement Summer 2012 target

Current Authorities Design Real Estate Acquisition Utility Relocation

Two Notices to Proceed

Project Team

METRO Marty Spong

Manager, Construction & Utilities

Rick Mason (PB Wong)Project Manager

Loralei PollSenior Contract Administrator

City of Mesa Marc Ahlstrom, P.E.

Deputy EngineerCity of Mesa Engineering Department

Project Controls

Dan RossCapital Projects Schedule Manager

Project Controls – Project Budget

SCC - Descrription2011 Dollars ($)

Adjusted30% Estimate

Escalation to 2014 (Midpoint of

Construction)

TOTAL - 10 - Guideway & Track Elements $ 21,026,290 $ 22,833,775 TOTAL - 20 Stations Stops & Terminals $ 12,762,028 $ 13,864,334 TOTAL - 40 Sitework & Special Conditions $ 41,382,377 $ 43,635,214 TOTAL - 50 Systems $ 17,427,880 $ 18,917,215

TOTAL Construction $ 92,598,575 $ 99,250,538

80 - Professional Services

Final Design $ 7,300,826 $ 7,300,826 Partnering $ 10,000 $ 10,000 Off-duty Police $ 500,000 $ 500,000 Project Schedules and Reports $ 250,000 $ 250,000

Legal; Permits; Review Fees by other agencies, cities, etc. $ 2,000,000 $ 2,000,000

Surveys, Testing, Investigation, Inspection $ 2,000,000 $ 2,000,000 Construction Vehicles (5) (Metro Personnel) $ 400,000 $ 400,000 Contractor commissioning - Startup Support $ 750,000 $ 750,000 Design Services During Construction $ 2,000,000 $ 2,000,000

TOTAL - 80 Professional Services $ 15,210,826 $ 15,210,826

TOTAL PROJECT COST $ 107,809,401 $ 114,461,364

Project Controls Updated Project Schedule

See Attached

Project Controls Updated Project Schedule

See Attached

Right of Way Activities

129 Parcels Impacted 81 Owners Priority Properties Identified 39 Priority 1 Parcels + USA Fee Areas 9 Priority 2 Parcels 81 Priority 3 Parcels

Preliminary Title Reports Ordered on All Properties 123 Reports (including all of the Priority 1 & 2 parcels)

have been received

Acquisition Activities

Phase 1 Environmental studies have begun Appraisers selected from the RFQ Appraisals by ARCADIS

Priority 1 Properties

Park-and-Ride Area 9 Parcels

Cut and Re-face (building impacts) 7 Parcels

Complicated Acquisitions Time Consuming, Corporate Ownership, Foreclosure, Severe Impacts, Relocation, etc. 19 Parcels

TPSS and Signal Building Locations 5 Parcels

Priority 2 Properties

Less complicated and less time consuming

Required to support construction sequence

Potholing, Third Party Utility and Easements

Roy AlvaradoUtility Manager

Subsurface Utility Engineering

Five Phases Utility crossing the guide-way Utility that crosses above and

below SRP Irrigation facilities Pothole for proposed offset

manholes Storm drain laterals and

proposed catch basins City of Mesa Irrigation System

Materials – Backfill Encounter slurry/concrete Concrete pieces River run

CCTV and Easements

CCTV Sanitary Sewer City of Mesa – Irrigation System SRP Irrigation – (3) crossing

Easements USA Fee Exchange (7) Locations CenturyLINK Parcels CME2210 and CME2218

PUFE

Third Party Utilities

AT&T (Main Street: Alma School Rd. to Country Club Dr.) Manholes

CenturyLINK (a.k.a. Qwest) Massive Duct Banks Manholes

Cox Communications Fiber and Coaxial Cable

Salt River Project – Electric Salt River Project – Water Zayo Fiber Solution

Construction Overview

Marty SpongManager, Construction & Utilities

Storm Drain Manholes

84” storm drain under the trackway

Manholes moved outside the trackway

Manholes up to 20’ deep 9 sites between Alma

School & Hobson 2 sites in downtown

Trenches specific to the area

Traffic impactsRemoving debris from trench

Manholes

Compacting subgrade prior to placement of pipe

Forming and rebar installed

Manholes

Concrete placement on manhole Finishing base section of manhole

Utility Relocation

12-inch sewer line

Repairing damage to telephone/fiber optics line

Mesa Temple

Pioneer Park

Activity Centers

Downtown Mesa

Mesa Center Plaza

Activity Centers

Downtown Mesa – Main Street

Systems Overview

Suresh Shrimavle, P.E.Chief Maintenance Engineer

Systems

Coordination during construction Systems Integration Group shall focus on promoting awareness of

Systems Engineering Principles and Benefits during the execution of D-B Contract

Share Systems Engineering knowledge and recommended practice application

Group shall focus on providing learning and knowledge exchange opportunities for promoting Systems Engineering principles and application

Start Up

Design Overview

Harvey EstradaDesign Manager

Design Intent

Guideways Streets Station locations

Public Involvement

Howard SteerePublic Involvement Manager

Community Relations

Public Involvement Goals: Minimizing impacts to businesses, residents and traveling public Maintaining positive community relations Work with contractor to be prepared to respond to public comment and

concerns in a proactive manner Provide the public advance notification of possible street lane closures,

detours, and rerouting of transit services

Public Involvement Activities: 60% & 90% Design review Construction Kickoff – D-B Contractor Meet & Greet Community Working Group updates

Community Relations

Day-to-day coordination / notification 14 day advanced notice access affected in front or adjacent to any property 7 day advanced notice all street closures & water/sewer shutdown 72 hours advanced notice for temporary traffic control 48 hours advanced notice for major street closure 24 hours advanced notice of water shutdown, local street/alleyway closure

Written documentation of stakeholder communication

Construction Signage

The Contractor shall provide courtesy signage, banners and customized traffic guide signage for businesses directly impacted by the light rail construction zone A-frames Banners ROW Street signage

Community Advisory Board

Serves as the voice of the community during construction Regular construction review meetings Evaluate the Design-Build Contractor’s performance

throughout construction Composed of: Residents Business representatives Property owners

Staff

METRO Lisa Procknow, Public Involvement Coordinator Gary Flunoy, Business Assistance Specialist Howard Steere, Public Involvement Manager

City of Mesa Neighborhood Outreach Coordinator Engineering Communications Coordinator Economic Development Ombudsman

D-B Contractor Community Outreach contact

City of Mesa

Marc Ahlstrom Deputy Engineer

City of Mesa

Transit Outreach Coordinator Engineering Public Relations Economic Development Project Manager

City of Mesa

Project has broad community and political support Downtown Mesa is unique Public involvement in downtown will be critical to

maintaining good relationships Maintaining access to businesses is essential Close coordination with many City departments

will be needed

Disadvantaged Business Enterprise (DBE) Program

&Labor Compliance Regulations

DBE Goal and City of PhoenixLabor Compliance Office

A separate meeting has been scheduled for DBE Goal and Labor Compliance

This meeting is set for:Monday, October 24, 2011 - 9:00 A.M.

METRO Board Room101 N 1st Avenue, Suite 1300

Phoenix, AZ 85003

Your outreach people need to attend this meeting

Insurance Requirements

Contractor Provided Insurance

Commercial General Liability, minimum $5 Million per occurrence; naming AGENCY as Additional Insured

Auto Liability, minimum $5 Million per occurrence; naming AGENCY as Additional Insured

Workers Compensation statutory limits; employer’s liability $1 Million minimum policy limit

Professional Liability, minimum $5 Million per occurrence; naming AGENCY as Additional Insured

All risk builder’s risk insurance with a limit of liability equal to the final completed value of the Work; naming AGENCY as loss Payee

Valley Metro Rail, Inc.Request for Proposal (RFP)

Process

Correspondence &Communications

All correspondence, communications, and/or contacts regarding this RFP shall be in writing and must be addressed to:

Manager of Procurement & Risk Management ServicesValley Metro Rail, Inc.101 N. 1st Avenue, Suite 1300Phoenix, AZ 85003FAX: 602-271-9361 Email: LRTProcurement@metrolightrail.org

Notice to Offerors

Step 1 solicitation was the (RFQ) and those firms who have been short-listed are here today.

Step 2 is the Request for Proposal (RFP) which requires a detailed technical package of the proposed design solution, additional team information and cost to complete the project.

Proposal Process

Request for Proposal documents have been provided on CDs to short-listed firms. If you have not received: Request via e-mail to LRTProcurement@metrolightrail.org

All questions regarding this solicitation must be submitted in writing to Manager, Procurement & Risk Management Services E-mail to LRTProcurement@metrolightrail.org, or Fax to 602.271.9361

Schedule of Events

Request for Proposal (RFP)Solicitation, receipt and evaluation of proposals, and the selection of the Offeror awarded to perform the work, will conform to the following anticipated schedule: RFP Release Monday, September 26, 2011 Pre-Proposal Conference Thursday, October 13, 2011 First Addendum Issued Wednesday, October 26, 2011 Last Date for Questions/Inquiries Thursday, November 10, 2011 Final Addendum Issued Tuesday, November 22, 2011 Proposals Due Thursday, January 05, 2012 Presentations/Discussions Thursday, February 02, 2012 Final Revised Proposal (FRP) if necessary Monday, February 06, 2012

Schedule of Events – cont’d

Notice of Intent to Award Monday, February 13, 2012

Commence Contract Negotiations Thursday, February 09, 2012

Conclude Contract Negotiations Friday, February 24, 2012

Rail Staff Working Group Agenda Due Wednesday, February 29, 2012

Rail Management Committee Approval Wednesday, March 07, 2012

Board Approval (3rd Wednesday) Wednesday, March 21, 2012

Contract Execution Wednesday, March 28, 2012

Notice To Proceed Friday, March 30, 2012

RFP Addendum Process

Clarifications or modifications to RFP Documents Result of issues requiring changes which were

received at Pre-Proposal Conference, RFI or identified by the Agency Projected date for final Addendum is Tuesday,

November 22, 2011 Addenda issued only to “Short-Listed Firms” who

obtained the RFP documents from METRO

RFP Delivery, Due Date & Time

RFPs shall be submitted in a sealed package, clearly marked in the lower left hand corner as follows:

RFP No. LRT-12-176-MESADB (Name of Submitting Firm)Due: January 5, 2012 (Phoenix local time) 3:00 P.M.

RFPs shall be addressed to:Manager, Procurement & Risk Management Services Valley Metro Rail, Inc.101 North 1st Avenue, Suite 1300Phoenix, Arizona 85003

The deadline for submission of RFPs is Thursday, January 5, 2012 by 3:00 p.m. (prevailing local time), hereinafter referred to as the “Submittal Date”

RFP Delivery, Due Date & Time

Timely receipt of Proposals will be determined by the date and time the Proposal is received at the above address. Proposals received after the Submittal Date shall be returned to Offeror(s) unopened and without further consideration by the Agency.

Offerors are encouraged to hand deliver their Proposals. No facsimile or electronic submissions will be accepted.

Required Documents & Acknowledgements

Offerors shall complete and submit the following attachments: Attachment F – Exceptions Form Attachment G – Addenda Acknowledgement Attachment H – List of Subcontractors Resubmit with RFP response

Attachment I – Lobbying Certificate Submitted with RFQ Response

Attachment J – Certification Submitted with RFQ Response

Required Documents & Acknowledgements

Attachment K – Responsibility Questionnaire submitted with RFQ Response

Attachment L – Buy America Certificate Attachment M – Labor & Material Payment Bond after final negotiation with highest ranked Design-Builder

Attachment N – Performance Bond after final negotiation with highest ranked Design-Builder

Attachment Q – Bid Bond (10%) submit in separate envelope with price proposal

Attachment R – Price Proposal submit in separate sealed envelope

Submittal Requirements

The RFP (Step 2) response will be submitted in two separate envelopes. Firms will first be graded on technical proposals

(envelope #1). After selection committee has determined the

scores based on the technical proposals, the price(envelope #2) will be opened and the firm with thebest overall point score will be selected for award. The price envelope will be opened last so as not to

sway the technical evaluators looking at envelope#1 of the Proposal.

Proposal Format

Offerors shall submit one (1) clearly marked original,seven (7) bound copies, for a total of eight (8) printed,bound copies Offerors shall also submit one (1) compact disk (CD)

containing a PDF of their Technical Proposal andPrice Proposals in separate folders.

Proposal Format / Evaluation Criteria

Technical Proposals Introduction – cover letter (5 pages) Design-Build Approach (30 pages) 300 pts Quality Management Plan Staffing Plan Risk Management Plan

Proposed Project Schedule (10 pages) 200 pts

Proposal Format / Evaluation Criteria

Design Phase Approach (50 pages) 500 pts Design Process Narrative Preliminary Design Drawings & Specifications Package

Construction Phase Approach (20 pages) 200 pts Project Close Out & Warranty (10 pages) 100 pts Technical Proposals Total 125 Pages (1300 points)

Price Proposal (20 pages) 700 pts Price Proposal Total 20 Pages (700 points)

Selection Process

Sealed Proposals (not publicly opened)

Responsiveness Determination

Selection Committee Evaluation Score and rank Technical Proposals per published

Evaluation Criteria Open Price Proposals Presentation / Discussions (optional) Final Revised Proposal (FRP) (BAFO) Final Ranking

Stipend

Offerors are solely responsible for all costs and expenses of any nature associated with responding to this RFP METRO shall award a stipend based on the project’s

final budget in the amount of two-tenths of one percent to each short-listed Offeror who provides a response Stipend agreement or waiver must be signed

Contract Award

Notice of Intent to Award Each Offeror shall be notified in writing of the Agency’s

Intent to Award a Contract at least five (5) working daysprior to award of the Contract.

Protest Procedures

Protest Procedures Interested parties have a right to seek resolution of any concerns,

issues, or perceived wrongs associated with this procurement. Uponreceipt of a written protest(s), issues of concern will be researchedand a written final determination to the protesting party will be issuedby the Chief Executive Officer of the Agency. In responding to thisRFQ, the Offeror agrees that any legal action in any state or federalcourt relating to this procurement may not be commenced until theadministrative Protest Procedures promulgated by the Agency havebeen exhausted.

Protests must be made in accordance with the Agency’s writtenprotest procedures, which are available from the Manager, Contracts& Procurement Valley Metro Rail, Inc. 101 North 1st Avenue, Suite1300, Phoenix, Arizona 85003.

Public Disclosure

Proposals will not be publicly opened. Proposals received are public records. Subject to public inspection and copying after the

contract award. Offerors will specifically mark and clearly label

“CONFIDENTIAL” any materials which are deemed to contain trade secrets or other proprietary information and which are exempt from public inspection and copying.

Post-Award Debriefing

Post-Award debriefings may include, at METRO discretion, the following information: The agency’s evaluation of the significant strengths and

weaknesses or deficiencies in the Offeror’s proposal inaccordance with the evaluation criteria;

Past performance information on the debriefed Offerorbut not the names of individuals providing referenceinformation about an Offeror’s past performance;

A summary of the rationale for the selection decision; Reasonable responses to relevant questions about

whether the evaluation procedures contained in thesolicitation and other regulations were followed.

Post-Award Debriefing

Post-Award debriefings will not include: Point-by-point comparisons of the debriefed Offeror’s

proposal with those of other Offerors; Specific numerical evaluation scores; Confidential business information.

Questions and Answers