rfx hints & tricks
TRANSCRIPT
Pre-submittal meeting
CITY OF PHOENIX
REQUEST FOR QUALIFICATIONS
PHOENIX FIRE DEPARTMENTFIRE STATION No. 62CONSTRUCTION MANAGER AT RISK (CMAR) SERVICESPROJECT NO. FD57100027PROCUREPHX PRODUCT CATEGORY CODE: 912000000RFX6000001097JULY 22, 2021
Meeting will start soon
Please MUTE your microphone & turn off your camera
Welcome and Introductions
Debra Russell, Contract Specialist II – Team Lead,
Point of Contact for Submittals and RFQ Questions
Office of the City Engineer,
[email protected] 602-256-3444
James Zwerg, RA, Architect,
Phoenix Fire Department, Project Manager
Gary J. Nelson, AIA, NOMA, NCARB, Architect,
Street Transportation Department, Vertical Project Manager
Agenda
Meeting Overview
Vendor Registration & Procurement Websites
Project Description
Scope of Work
SBE Participation
Construction Manager at Risk Services
SOQ Evaluation Criteria / RFQ Overview
Submittal Requirements (Page Count, Disqualifications)
Important Dates: Selection Schedule
Websites
ProcurePHX / RFx Electronic Submittal
Questions are welcome after
each presentation
Enter your questions into the
Chat Box and Identify yourself
Meeting Overview
The Attendance sheet and PowerPoint will be posted on City of Phoenix’s ProcurePHX system at:
https://eprocurement.phoenix.gov/irj/portal
AND Posted on the City of Phoenix website:
https://solicitations.phoenix.gov/
To be added to the Attendance sheet, send an email by 5:00 PM today to:
[email protected] with the following:
RFX6000001097 Attendance, your Name, Firm Name, Phone Number, and E-Mail Address
It is your responsibility as a RFQ holder to determine, prior to submittal, if any Notifications have
been issued.
This is your ONLY opportunity to discuss this solicitation with City staff.
Vendor Registration
All Firms MUST be registered in the Vendor Management System PRIOR TO SUBMITTING A SOQ
Information on how to register with the City is available at:
https://www.phoenix.gov/finance/vendorsreg
New Firms – After Registering, the City will send an e-mail with a vendor number in approx. 2 days
If your firm is already registered with the City of Phoenix’s
ProcurePHX system, login and access the electronic solicitation at:
https://eprocurement.phoenix.gov/irj/portal
Product Category Code is: 912000000
RFx Number is: 6000001097
The VENDOR NUMBER is to be included on the cover of the
Statement Of Qualifications
Project Description / Background
Fire Station No. 62 will be
located on the City of
Phoenix owned property
behind the Target
Center shopping center at the Northeast corner
of 99th Ave. and Lower
Buckeye in Phoenix.
The specific site location
has not been
determined.
Proposed location for new
Fire Station 62 – 400’x400’
Scope of Work / Services
▪ Fire Station No. 62 is proposed to be a one-story Fire
Station with approximately 15,000 gross square feet.
▪ It will have 4 apparatus bays and 16 dorms, along with the
typical spaces associated with a Fire Station of this size –
kitchen, dining, day room, individual restrooms, and
exercise space.
▪ A community/meeting room for staff and public use may
become part of the scope.
▪ The scope of work will also include site development,
parking, hardscape, landscape, irrigation, security lighting
and other elements as required.
▪ The architectural design intent is for a fire station that
blends in with the surrounding Estrella Village community.
Scope of Work / Services
▪ The scope of work will also include site development,
parking, hardscape, landscape, irrigation, security lighting
and other elements as required.
▪ Other scope of work that may be required is minimal Right
of Way improvements, utility extensions, street lighting,
added traffic control signal/device at the fire station
response apron and other work as may be required.
Construction Manager at Risk (CMAR) Services
▪ CMAR will:
▪ begin with the design firm in an agency support role for preconstruction services.
▪ will assume the risk of delivering project through a Guaranteed Maximum Price (GMP) contract.
▪ Will be responsible for construction means and methods and will be required to solicit bids from prequalified
subcontractors to perform the work using the City’s subcontractor selection process.
▪ The CMAR may also compete to self-perform limited amounts of work.
▪ The GMP(s) must be submitted in MAG or CSI format, or it will not be accepted.
Construction Manager at Risk (CMAR) Services
▪ Preconstruction phase services by the CMAR may include the following:
▪ provide detailed cost estimating and knowledge of marketplace conditions
▪ provide alternate systems evaluation and constructability studies
▪ advise City on ways to gain efficiencies in project delivery
▪ provide long-lead procurement studies and initiate procurement of long-lead items
▪ participate w/ City in a process to set a goal for local and SBE participation
▪ implement the local and SBE process
▪ protect the owner’s sensitivity to quality, safety, and environmental factors
▪ advise City on choosing green building materials
Construction Manager at Risk (CMAR) Services
▪ Construction phase services by the CMAR may include:
▪ select subcontractors/suppliers for this project
▪ prepare a Guaranteed Maximum Price (GMP) proposal(s) that meets the approval of the City
▪ coordinate with various City of Phoenix departments, other agencies, utility companies, etc.
▪ arrange for procurement of materials and equipment
▪ schedule and manage site operations; provide quality controls
▪ bid, award, and manage all construction related contracts while meeting City bid requirements including the
local and SBE participation goal
▪ bond and insure the construction
▪ address all federal, state and local permitting requirements
QUESTIONSFOR THE CLIENT DEPARTMENT
PROJECT MANAGER
Small Business Enterprise Program (SBE)
Goal Setting Methodology
❖ SBE subcontracting goal will be set prior to construction of this project (no SBE
goal for Design Phase)
❖ Goals are established by City of Phoenix Goal Setting Committee
• The final goal will be based on SBE subcontractor availability.
❖ Only firms whose physical business is located within Maricopa County are eligible
to meet the SBE subcontracting goal.
❖ No SBE documents due at time of submittal
SOQ Evaluation Criteria
The selection of the Consultant will be based on the
following qualifications:
SOQ Evaluation Criteria
Maximum number of Points is 400
A. General Information (50 Points)
B. Experience and Qualifications of the Firm (100 Points)
C. Experience of the Key Personnel Assigned to This Project (100 points)
D. Understanding of the Project and Approach to Performing the Required
Services (150 points)
*Reference Checks (21 Points)
*Interviews (600 Points)
SOQ Evaluation Criteria
A. General Information (50 points)
1. Provide a general description of the firm that is proposing to provide construction management services
and general construction services. Explain the legal organization of the proposed firm or team. Provide an
organization chart showing key personnel.
2. Provide the following information:
a. List the Arizona contractor licenses held by the firm and the key personnel who will be assigned to this
project. Provide the contractor license number. Reference the appropriate licenses held, if needed. In
order to be considered for this project, the contractor must hold the correct license as deemed appropriate
by the Arizona Registrar of Contractors prior to submitting a Statement of Qualifications (SOQ) for this project
in accordance with Arizona Revised Statute §32-1151.
b. Identify the location of the firm’s principal office and the home office location of key staff on this project.
c. Identify any contract or subcontract held by the firm or officers of the firm, which has been terminated
within the last five years. Identify any claims arising from a contract which resulted in litigation or arbitration
within the last three years. Briefly describe the circumstances and the outcomes.
SOQ Evaluation Criteria
B. Experience and Qualifications of the Firm (100 points)
1. Identify at least three comparable projects in which the firm served as either CMAR, agency Construction
Manager during design and construction phases (without providing construction services), or General
Contractor. Special consideration will be given to firms that have provided Construction Manager at Risk
services on similar successful projects. For each project identified, provide the following:
a. Description of the project
b. Role of the firm (specify whether Construction Manager at Risk, Construction Manager or General
Contractor. If CMAR or General Contractor, identify the percent of work self-performed. Also specify
provided during design phase, i.e., cost estimating, scheduling, value engineering, etc.)
c. Project’s original contracted construction cost and final construction cost
d. Construction dates
e. Project owner
2. List of all City of Phoenix projects where the firm provided CMAR, agency construction management, or
general construction services in the last five years, either completed or ongoing.
SOQ Evaluation Criteria
C. Experience of Key Personnel to be Assigned to This Project (100 points)
1. For each key person identified, list their length of time with the firm and at least two comparable projects in
which they have played a primary role. If a project selected for a key person is the same as one
selected for the firm, provide just the project name and the role of the key person. For other projects
provide the following:
a. Description of project
b. Role of the person
c. Project’s original construction cost and final construction cost
d. Construction dates
e. Project owner
2. List any proposed consultants, (including SBEs), including key staff names and the experience and
qualifications of these individuals.
SOQ Evaluation Criteria
D. Understanding of the Project and Approach to Performing the Required Services (150 points)
1. Discuss the major issues your firm has identified on this project and how you intend to address those issues.
2. Attached to this Request for Qualifications is the City of Phoenix general subcontractor selection plan (see
Exhibit A).. Describe how you intend to implement this subcontractor selection plan including your
recommendations for subcontractor trades to be selected by qualifications only vs. qualifications and bids;
and discuss the benefit that your subcontractor selection plan provides to the project.
3. Describe your firm’s project management approach and team organization during design and construction
phase services. Describe systems used for planning, scheduling, estimating, and managing construction.
Briefly describe the firm’s experience on quality control, dispute resolution, and safety management.
Submittal Requirements
• Submit One (1) page Information Sheet that includes project title, project number, RFx number, firm name, address, phone number, vendor number, and the name, title, email address and signature of your contact person for the project. Do not include any additional information.
• Paper Size shall be 8½ “ x11”; Font size no less than 10 pt.
• Each page containing resumes, evaluation criteria, and additional content will be counted toward the maximum page limit
• Pages that have project photos, charts and/or graphs will be counted toward the maximum page limit
Grounds for disqualification:
• Failure to submit electronically through the ProcurePHX online portal by the due date and time
•Violating “Contact with City Employees” policy
MAXIMUM pages permitted is
12 pages:
The following will NOT be counted
in the max page count:
•Front and back covers
•Information Sheet
•Table of Contents
Selection Process
Each SOQ will be evaluated according to the evaluation criteria in
the RFQ.
At least 3, but not more than 5 firms will move forward to interview
One firm will be selected
A contract will be executed upon completion of
negotiations of contract terms and City Council
approval.
QUESTIONS
QUESTIONS
QUESTIONS
Important Dates: Selection Schedule
Event: Date:
Pre-submittal meeting July 22, 2021
SOQs Due August 6, 2021
Firms Notified for Interview August 20, 2021
Interviews September 3, 2021
Selection Notification September 2021
Scope of Work Meeting November 2021
Procurement
Websitehttps://www.phoenix.gov/streets/procurement-
opportunities/
City of Phoenix Solicitations Website
1. Project-specific RFQs,
Notifications, Sign-in
Sheets, PowerPoint
Presentations
2. Link to “Tabulations,
Awards and
Recommendations”
web page
https://solicitations.phoenix.gov
QUESTIONS?
Thank You for Attending!!!
Stay for ProcurePHX Overview otherwise,
Email all questions to:
[email protected] call: 602-256-3444
Reference RFX6000001097 in your email subject line
RFx Overview
Brief overview for
online submissions
RFx Overview
Vendor Registration
LoginViewing
SolicitationsSubscribe to Notifications
Uploading & Attaching
SOQ
Submitting SOQ
Checking Response
Status
Editing Response
FAQ Tips & TricksThings to
RememberQuestions
Login to ProcurePHX
If your firm is already registered with the City of Phoenix’s ProcurePHX system, visit https://eprocurement.phoenix.gov/irj/portal to login and access the electronic solicitation
Product Category Code is: 906000000 Architectural
And 925000000 Engineering
RFx (Event) Number is: 6000001097
Note: The VENDOR NUMBER is to be included on the cover of the Statement Of Qualifications
RFx Home Screen
Once you are logged in to the ProcurePHX portal:
https://eprocurement.phoenix.gov/irj/portal
Select RFx and Auctions tab on the top Ribbon
You will be taken to the RFxOverview (Event) Page
Finding Solicitations
Click the Refresh Button on
the RFx Overview (Event)
Page to see the most current
information.
Find the solicitation you’d
like to view from the list, by
RFx (Event) Number.
For this solicitation, your RFx
(Event) Number is:
6000001097
View Selected Solicitation
1. Click the gray box next to the RFx (Event)
Number you’d like to view.
2. Click Display Event
This will open a new window to view the selected RFx
*If you don’t see the new window, check your POP-UP BLOCKER.*
1
2
Would you like updates on this solicitation?
Update your Participation Status accordingly
1. Click Participate. This will ensure you to get email notifications regarding your RFx Event, i.e. Notifications, New Attachments.
2. Review RFx Information Tab for Start/Due dates/ Title of Solicitation
1
Do you want to submit for this solicitation?
1. Click Create Response
2. Review Notes and Attachments Tab for the RFQ, Pre-Submittal Presentation, Attendance Sheet, and Notifications, etc.
1
How to upload your SOQ
1. Attach SOQ by clicking Add Attachment, there will be a separate pop-up window.
DO NOT USE SPECIAL CHARACTERS OR A LONG FILE NAME. THIS COULD CAUSE YOUR SOQ TO NOT BE
LOADED PROPERLY AND YOU MAY BE DISQUALIFIED.
2. Click Browse in the pop-up window to navigate to the desired attachment document
2
Adding an Attachment
1. Once you’ve selected your document, add a Description and then click OK
2. The Summary Tab provides a high-level overview of your RFxResponse
3. Under description click the blue link to double check the file that has been uploaded
Double Check & Submit
1. Click the CHECK button to ensure no system errors
2. Click the SUBMIT button to submit your RFx response1
2
RFx Response Submitted
1. You will see a RFx response message that your response was submitted. No email notification will be sent.
2. Confirm you have the required number of attachments listed, as outlined in the RFQ.
3. Click Close, and return to the RFx Overview (Event) Page.
1
Checking the Response Status
1. Click Refresh on the RFx Overview (Event) Page.
2. Locate the desired RFx (Event) Number, and scroll to the right.
3. Your Response Status should display ‘Submitted’.
Note: A Response Status of In Process, or Saved indicates you are still in edit mode, and need to complete steps before the system will update your RFx response to Submitted.
2
How to Edit Your Submission
The RFx Overview (Event) Page is also where you can find your saved RFx response.
Locate the desired RFx (Event) Number, and scroll to the right. You will see your RFx response
number shown as a hyperlink.
1. Click on the hyperlink, a new window will pop up to allow you to edit your RFx response.
When I submit, what does the red
circle mean?
Error on page and nothing will
be submitted
When I submit, what does the yellow triangle
mean?
Typically, a time zone error;
information will still be submitted
When I submit, what does the green square
mean?
Verify information is correct and click submit
Frequently Asked Questions
• Click “Refresh” often
• Make sure your Pop-Up blocker is turned off
• Application is accessible with Internet Explorer or Google Chrome
• When finished, always click “Close” on current screen, then click “Log Out” on upper right corner, following you can click the “X” in the upper right corner of the internet application.
Tips & Tricks
Information Sheet
Include only the following items:
❖ RFX6000001097
❖ Project Title: Fire Station No. 62 – CMAR Services
❖ Project Number: FD57100027
❖ Firm Name
❖ Firm Address
❖ Firm Phone Number
❖ Vendor Number
❖ Name, Title, and Email address of contact person
Do NOT include any other information
Email all questions to:[email protected] call: 602-256-3444
Reference RFX6000001097 in your email subject line
Thank You for Attending!!!
Questions after today?