DEPARTMENT
Infrastructure Division
AGENDA NO.
10d
MEETING DATE
December 13, 2022
APPROVAL:
COMMISSION
SECRETARY
Donna Hood
AGENDA ITEM
Public Utilities Commission
City and County of San Francisco
Professional Services Award: Consent Calendar
Project Manager: Mario Valdez
Award Contract Nos. PRO.0233.A-E, As-Needed Construction Management Services
Summary of
Proposed
Commission
Action:
Approve the selection of Avila & Associates Consulting Engineers , Inc. (AACE), Environmental & Construction Services, Inc. (ECS), CPM Associates, Inc. and Carlson Management, Inc. , Joint Venture (CPM -CMI JV), Mott MacDonald Group, Inc. and Dabri, Inc., Joint Venture (MM -Dabri JV), and GHD, Inc. and Hollins Consulting, Inc., Joint Venture (GHD -HCI JV); award Contract Nos. PRO.0233.A -E, As -Needed Construction Management Services , to provide construction management services for San Francisco Public Utilities Commission construction projects on an as -needed basis; and authorize the General Manager to execute f ive professional services contract s, with AACE (PRO.0233.A), ECS
(PRO.0233.B), CPM-CMI JV (PRO.0233.C), MM-Dabri JV
(PRO.0233.D), and GHD-HCI JV (PRO.0233.E), each with a not -to-exceed amount of $4,000,000 and each with a duration of five years.
Background: The San Francisco Public Utilities Commission ( SFPUC) seeks to retain the services of qualified construction management (CM) firms to supplement and augment SFPUC Construction Management Bureau staff. The se CM firms will provide CM services on an as -needed basis to manage project schedules, budgets, and scopes and to provide quality assurance inspection and construction document control in support of the following programs and projects: Sewer System Improvement Program, Water S ystem Improvement Program , Emergency Firefighting Water System Program, Water and Wastewater Renewal and Replacement
Programs, and other water, power, and wastewater capital projects.
Description of
Scope of Services:
The CM services under these as -needed contracts for the SFPUC Construction Management Bureau include, but are not limited to, the following:
• Construction administration and change management;
• Construction inspection;
• Project controls;
• Environmental compliance monitoring;
Contract: PRO.0233.A-E, As-Needed Construction Management Services Commission Meeting Date: December 13, 2022
• Supplier quality surveillance;
• Special laboratory testing;
• Testing, startup, and commissioning assistance;
• Surveying;
• Construction safety inspection; and
• Technical data entry and document control, including engineering archives.
Budget & Costs: Funding: Funding for each task order will come from individual construction projects.
Not-to-Exceed Amount: $4,000,000 per contract; $20,000,000 cumulative total for five (5) contracts
Schedule: Advertised: June 30, 2022
Estimated Notice to Proceed Date: January 2023
End Date: January 2028
Duration: Five (5) years
Contract: PRO.0233.A-E, As-Needed Construction Management Services Commission Meeting Date: December 13, 2022
Evaluation and
Selection Criteria:
Minimum Qualifications (MQs)
Prime Proposer/Lead JV Partner:
• A minimum of 10 consecutive years in business providing construction management (CM) services for public works/utility infrastructure construction projects;
• Clearly demonstrated experience in a Prime or JV Partner role providing CM services within the las t 10 years for at least one completed and verifiable wastewater utility project valued at $15 million or more and for at least one completed and verifiable water utility project valued at $15 million or more;
• Demonstrated ability to provide all profession al and technical staff needed to perform the scope of services expeditiously in the manner required by the SFPUC;
• Demonstrated experience in managing multiple task orders and associated staff on multiple construction projects to ensure the provision of quality services; and
• A valid California Professional Engineer’s (PE) license from the Board for Professional Engineers, Land Surveyors, and Geologists or a valid Architectural license from the California Architects Board held by a Managing Partner for the Prime Proposer or Lead JV Partner.
Non-Leading JV Partner:
• A minimum of five years in business providing CM services for public works/utility infrastructure construction projects. If the firm has less than five years in business providing CM services, then the firm’s Principal, meaning an owner, partner, or principal officer of the firm who is responsible for making significant administrative and business decisions on behalf of the firm, must have at least 10 years of experience in CM on construction projects;
• Demonstrated experience providing CM services as a Construction Manager or Project Resident Engineer for a minimum of two years within the last 10 years for at least one verifiable construction project valued at $10 million or more;
• Demonstrated abilit y to provide all professional and technical staff needed to perform the scope of services expeditiously in the manner required by the SFPUC; and
• Demonstrated experience in managing multiple task orders and associated staff on multiple construction projects to ensure the provision of quality services.
Evaluation and Selection
The evaluation and selection process consisted of t hree phases: (1) Technical Written Proposal, (2) Diversity, Equity, and Inclusion (DEI) Submittal, and (3) Overhead and Profit Schedule (OPS). The consulting firms could be awarded up to a maximum of one thousand (1,000) points: eight hundred ninety-five (895) points for the technical written proposal, five (5) points for the DEI submittal, Contract: PRO.0233.A-E, As-Needed Construction Management Services Commission Meeting Date: December 13, 2022
and one hundred (100) points for the OPS.
The evaluation panel consisted of individuals knowledgeable on the subject matter and included staff from the SFPUC and S an Francisco Public Works (SFPW). The panel reviewed and ranked the consultant teams during the technical written proposal phase.
SFPUC received seven responsive proposals in response to the Request for Proposals. Staff recommends contract award to each of the f ive highest-ranked consulting firms.
Final Score
Summary:
Technical Written Proposal Score, DEI Submittal Score, OPS Score, and Contract Monitoring Division (CMD) Bonus, if applicable:
Note: The following scores, and bonuses if applicable, have been rounded to one (1) decimal place.
Firms
Technical
Written
Proposal
Score
(895)
DEI
Submittal
Score
(5)
OPS
Score
(100)
Points
Subtotal
(1,000)
CMD
Bonus
(%)
Total
Score
Avila & Associates
Consulting Engineers
(AACE)
818.25 5.00 100 923.25 10% 1,015.58
Environmental &
Construction
Solutions (ECS)
764.14 5.00 100 869.14 10% 956.05
CPM Associates-
Carlson Management,
Inc. JV Partners
(CPM-CMI JV)
781.26 5.00 100 886.26 7.5% 952.73
Mott MacDonald-
Dabri JV Partners
(MM-Dabri JV)
756.61 5.00 100 861.61 7.5% 926.23
GHD-Hollins
Consulting, Inc. JV
Partners
(GHD-HCI JV)
727.53 5.00 100 832.53 7.5% 894.96
Townsend
Management, Inc.-
CM Pros JV Partners
(TMI-CM Pros JV)
687.06 5.00 100 792.06 10% 871.27
Design &
Construction
Management Services
(DCMS)
632.65 5.00 100 737.65 10% 811.42
Contract: PRO.0233.A-E, As-Needed Construction Management Services Commission Meeting Date: December 13, 2022
Compliance with
Chapter 14B: Local
Business Enterprise
Utilization and
Non-
Discrimination in
Contracting
Ordinance:
The CMD established a Local Business Enterprise (LBE) subconsulting participation requirement of 20% (of the total value of services to be provided) for these contracts.
The CMD has determined that AACE (PRO.0233.A), ECS (PRO.0233.B), CPM- CMI JV (PRO.0233.C), MM-Dabri JV (PRO.0233.D), and GHD-HCI JV (PRO.0233.E) have complied with pre -award Chapter 14B requirements and are eligible for award of these contract s. Additionally, all five firms committed to 20% LBE subconsulting participation.
Environmental
Review:
Award of this contract does not constitute a “project” under the California Environmental Quality Act (CEQA) Guidelines Section 15378 because it does not involve any commitment to any specific project that may result in a physical change in the environment and work under the agreement will consist of support services only, and no support services during construction of the individual
project(s) will be initiated under this contract until any appropriate environmental review under CEQA, if required, has been completed for the individual project(s).
Recommendation: SFPUC staff recommends that the Commission adopt the attached resolution.
Attachment: CMD Memorandum
PUBLIC UTILITIES COMMISSION
City and County of San Francisco
RESOLUTION NO.
WHEREAS, The San Francisco Public Utilities Commission (SFPUC) requires the services of qualified construction management (CM) firms to supplement and augment SFPUC Construction Management Bureau staff to provide as-needed CM expertise in the management of current and upcoming SFPUC construction projects; and
WHEREAS, On June 30, 2022, t he SFPUC advertised a Request for P roposals (RFP) for as-needed CM services; and
WHEREAS, By the August 4, 2022, due date, SFPUC received seven proposals in response to the RFP; and
WHEREAS, Staff recommends awarding as -needed contracts to the five highest -ranked firms; and
WHEREAS, The SFPUC and Contract Monitoring Division (CMD) reviewed the proposals scores and determined that Avila & Associates Consulting Engineers, Inc. (AACE), Environmental & Construction Services, Inc. (ECS), CPM Associates, Inc. and Carlson Management, Inc. Joint Venture (CPM -CMI JV), Mott MacDonald Group, Inc. and Dabri, Inc.
Joint Venture (MM-Dabri JV), and GHD, Inc. and Hollins Consulting, Inc. Joint Venture (GHD - HCI JV) are the five highest-ranked consulting firms; and WHEREAS, Staff anticipates the s ervices to begin in January 2023 and end in January 2028, and the duration of each of these contracts five years; and WHEREAS, The not-to-exceed cost of services for each of the five contract s is $4,000,000, with a cumulative total for all five contracts of $20,000,000; and WHEREAS, The CMD established a Local Business Enterprise (LBE) subconsulting participation requirement of 20% (of the total value of services to be provided) for these contracts, and all five firms (AACE, ECS, CPM -CMI JV, MM -Dabri JV, and GHD- HCI JV) committed to 20% LBE subconsulting participation; and
WHEREAS, The firms being awarded a contract by the SFPUC must be in compliance with the Equal Benefits Provisions of Chapter 12B of the City’s Administrative Code either at the time of the award, or within two weeks of the date of the Commission award; failure of the proposer to obtain compliance certification from CMD may require return to the Commission for rescission of award; and
WHEREAS, Award of this contract does not constitute a “project” under the California Environmental Quality Act (CEQA) Guidelines Section 1 5378 because it does not involve any commitment to any specific project that may result in a physical change in the environment and work under the agreement will consist of support services only, and no support services during construction of the individual project(s) will be initiated under this contract until any appropriate environmental review under CEQA, if required, has been completed for the individual project(s); and
WHEREAS, Funds for these five contracts will be available at the time of award of the contracts from individual construction projects; now, therefore, be it
RESOLVED, That this Commission hereby approves the selection of AACE, ECS, CPM- CMI JV, MM-Dabri JV, and GHD -HCI JV, awards project-funded Contract Nos. PRO.0233.A- E, As -Needed Co nstruction Management Services, to AACE (PRO.0233.A), ECS (PRO.0233.B), CPM-CMI JV (PRO.0233.C), MM-Dabri JV (PRO.0233.D), and GHD-HCI JV (PRO.0233.E), to provide CM services for SFPUC construction projects on an as -needed basis; and be it
FURTHER RESOLVED, That this Commission authorizes the General Manager to execute five professional services contract s with AACE, ECS, CPM -CMI JV, MM- Dabri JV, and GHD-HCI JV, each for an amount not -to-exceed $4,000,000, and each with a duration of five years.
I hereby certify that the foregoing resolution was adopted by the Public Utilities Commission at its meeting of December 13, 2022.
Secretary, Public Utilities Commission
London N. Breed, Mayor
Carmen Chu, City Administrator
Romulus Asenloo, Director
1155 Market Street, 4th Floor, San Francisco, CA 94103 Telephone (415) 581-2310; Fax (415) 581-2351
CONTRACT MONITORING DIVISION
OFFICE OF THE CITY ADMINISTRATOR
MEMORANDUM
Date: 17 November 2022
To: Mario Valdez, Project Manager, SFPUC
Shawndrea Hale, Contract Analyst, SFPUC
From: Jovi Cuntapay-Vitin, Contract Compliance Officer, CMD
Subject: PRO.0233 As-Needed Construction Management (CM) Services ____________________________________________________________________________
The Contract Monitoring Division (“CMD”) has reviewed the consultant proposals and supporting documentation and applied the appropriate rating bonuses submitted for the above referenced project. Based on this review, CMD has determined that the proposals were materially compliant with the pre-award Chapter 14B requirements.
Rating Bonus
The following is a summary of the rating bonus information:
FIRM Status, Type and Size Rating Bonus
Avila & Associates Consulting Engineers,
Inc. SF-LBE WBE (Small) 10%
CPM-Carlson JV Carlson: SF-LBE OBE
(Micro) 7.5%
Design & Construction Management
Services SF-LBE OBE (Micro) 10%
Environmental & Construction Solutions, Inc SF-LBE OBE (Small) 10% GHD-Hollins JV Hollins: SF-LBE MBE
(Small) 7.5%
MMD-Dabri JV Dabri: SF-LBE WBE
(Small) 7.5%
TMI-CM Pros JV C M Pros: SF-LBE MBE
(Small) 10%
Score Sheets and Score Tabulations
The Request for Proposal (“RFP”) indicates that the five (5) highest-ranked proposers from the combined score of Technical Written Proposal, Diversity, Equity and Inclusion Submittals and Overhead and Profit Schedule will proceed with the award of the agreement . For the highest- ranked firms, CMD has reviewed the score sheets submitted by the panelists and the final score
2 tabulations from the SFPUC. Based on this information and after the application of the LBE rating bonus, the proposers are ranked as follows:
RANK FIRM
1 Avila & Associates Consulting Engineers, Inc.
2 Environmental & Construction Solutions, Inc
3 CPM-Carlson JV
4 MMD-Dabri JV
5 GHD-Hollins JV
6 TMI-CM Pros JV
7 Design & Construction Management Services
LBE Subconsultant Participation Requirement
Avila & Associates Consulting Engineers, Inc. (“Avila”) achieved the highest score. Avila met the 20% LBE subconsultant participation requirement by listing the following LBE firms:
LBE Firm Service Status, Type
and Size
LBE
Participation
M Lee Corporation Construction Management (Cost
Estimating) MBE 1.20%
Saylor Consulting
Group
Construction Management (Cost
Estimating) WBE 5.20%
Meridian Surveying
Engineering Inc Surveying OBE 0.50%
SCA Environmental,
Inc.
Hazardous Materials; Industrial
Hygiene WBE .10%
Dabri, Inc.
Construction Management
(Construction Inspection; Project
Controls)
WBE 8.00%
Chaves & Associates Records Management & Storage
(Document Control) WBE 1.00%
Pro-Tec Safety Construction Safety Manager MBE 3.00%
Joe Hill Consulting &
Engineering
Corporation
Green Infrastructure Inspection OBE 1.00%
TOTAL: 20.00%
Avila also listed the following non-LBE firms:
Firm Service Participation
Jacobs Project
Management Co. Resident Engineer; Inspection; Cost Estimating 7.00% EPC Consultants,
Inc. Inspection; Safety 6.00%
Hazen & Sawyer Field Contract Administration, Resident Engineering, and Inspection 7.00%
ENGEO Materials Testing and Special Inspection 1.00%
3 ICF Jones & Stokes,
Inc. Specialty Environmental Monitor 1.00%
Kleinfelder, Inc. Special Inspection; Materials Testing; SQS Inspection 1.00%
Kleinfelder
Construction
Services
Construction/QC Inspection 6.00%
Towill, Inc. Lead Surveyor 1.00%
ISI Inspection
Services, Inc. SQS Inspection, Special Inspection 1.00% TOTAL: 31.00%
Environmental & Construction Solutions, Inc. (“ECSI”) achieved the second highest score. ECSI met the 20% LBE subconsultant participation requirement by listing the following LBE firms:
LBE Firm Service
Status,
Type and
Size
LBE
Participation
Joe Hill Consulting &
Engineering
Corporation
FCA, Testing, OE
OBE 10.00%
Saylor Consulting
Group Estimator/ADCS WBE 2.00%
C M Pros Inspector MBE 2.00%
Design &
Construction
Management
Services
SOE, SQS, ADCS OBE 1.00%
Effective
Management
Services LLC
Safety Manager, Inspectors MBE 2.00%
Meridian Surveying Surveyor OBE 1.00%
Pro-Tec Safety
Consultants Safety Manager MBE 1.00%
BioMaAs ER Inspector, ER Monitor MBE 1.00%
APEX Testing Labs Material Testing SBA 5.00%***
TOTAL: 20.00%
***SBA LBE – no credit as the RFP states that only Micro and Small SF-LBEs will get credit towards the LBE Requirement.
CPM-Carlson JV achieved the third highest score. Carlson Management, Inc. (“Carlson”), a LBE certified firm, is a 40% joint venture partner. To meet this commitment, Carlson will manage and perform a substantial portion of the work. CPM-Carlson JV met the 20% Micro/Small LBE subconsultant participation requirement by listing the following Micro/Small LBE firms:
Firm Service
Status,
Type and
Size
LBE
Participation
4 Joe Hill Consulting &
Engineering
Corporation
Test and startup engineering, office
engineering, SQS inspection,
administrative document controls
OBE 5.00%
Effective
Management
Services LLC
Construction safety management,
construction inspection, field contracts
administration, administrative
document controls
MBE 5.00%
Lee Incorporated
Surveying, construction inspection,
geotechnical & structural engineering,
office engineering, environmental
compliance
WBE 3.00%
Saylor Consulting
Group Cost estimating WBE 2.00%
BioMaAs, Inc. Environmental inspection, specialty
environmental monitoring MBE 1.00%
Salimi Management,
LLC
Resident engineering, construction
inspection, construction scheduling MBE 3.00%
RES Engineers, Inc. Special inspections and materials
testing MBE 1.00%
Bay Area Coating
Consultants, Inc.
Specialty coatings & corrosion
inspection. PUC 1.00%***
TOTAL: 20.00%
***PUC-LBE – no credit as the RFP states that only Micro and Small SF-LBEs will get credit towards the LBE Requirement.
MMD-Dabri JV achieved the fourth highest score. Dabri, Inc. (“Dabri”), a LBE certified firm, is a 40% joint venture partner. To meet this commitment, Dabri will manage and perform a substantial portion of the work. MMD-Dabri JV met the 20% Micro/Small LBE subconsultant participation requirement by listing the following Micro/Small LBE firms:
Firm Service
Status,
Type and
Size
LBE
Participation
BioMaAs, Inc. Environmental Inspector, Specialty
Environmental Monitor MBE 2.50%
Effective
Management
Solutions, LLC
Field Contracts Administrator,
Construction Inspector MBE 5.00%
Salimi Management,
LLC Test & Start-Up Engineer MBE 7.50%
Telamon Engineering
Consultants, Inc. Surveyor WBE 1.00%
The Their Group,
LLC
Construction Inspector, Public
Relations WBE 4.00%
Bay Area Coating
Consultants, Inc. Materials Testing PUC 0.50%***
TOTAL: 20.00%
***PUC-LBE – no credit as the RFP states that only Micro and Small SF-LBEs will get credit towards the LBE Requirement.
5 MMD-Dabri JV also listed the following non-LBE firms:
Firm Service Participation
Applied Materials &
Engineering, Inc. Materials Testing 0.50%
EPC Consultants,
Inc. Construction Safety Manager 2.50%
Hurley Technical
Services, Inc. Supplier Quality Surveillance 2.00%
TOTAL: 5.50%
GHD-Hollins JV achieved the fifth highest score. Hollins Consulting, Inc. (“Hollins”), a LBE certified firm, is a 40% joint venture partner. To meet this commitment, Hollins will manage and perform a substantial portion of the work. GHD-Hollins JV met the 20% Micro/Small LBE subconsultant participation requirement by listing the following Micro/Small LBE firms:
Firm Service
Status,
Type and
Size
LBE
Participation
Applied Technology
& Science, A-T-S Environmental Compliance Monitoring WBE 3.34% Joe Hill Consulting &
Engineering
Corporation
Construction Inspection/Testing Startup
and Commissioning OBE 3.34%
M. Lee Corporation Estimating MBE 3.33%
PRO-TEC Safety
Consultant Construction Safety MBE 3.33%
Salimi Management,
LLC dba Salimi
Construction
Management
Construction Inspection and
Scheduling MBE 3.33%
Telamon Engineering
Consultants, Construction Inspection and Surveying WBE 3.33% TOTAL: 20.00%
GHD-Hollins JV also listed the following non-LBE firms:
Firm Service Participation
Signet Testing
Laboratories, Inc. Material Testing and Supplier Quality Surveillance 1.00% TOTAL: 1.00%
Good Faith Efforts Requirements
Avila utilized Approach A: (35% Approach) on CMD Form 2B to meet the Good Faith Efforts (“GFE”) Requirements.
6 Avila demonstrated that it met the GFE requirements under Approach A by exceeding the sum of the LBE subcontracting participation requirement(s) established for this project by at least 35%.
ECSI utilized Approach A: (35% Approach) on CMD Form 2B to meet the G ood Faith Efforts (“GFE”) Requirements.
ECSI demonstrated that it met the GFE requirements under Approach A by exceeding the sum of the LBE subcontracting participation requirement(s) established for this project by at least 35%.
CPM-Carlson JV utilized Approach A: (35% Approach) on CMD Form 2B to meet the Good Faith Efforts (“GFE”) Requirements.
CPM-Carlson JV demonstrated that it met the GFE requirements under Approach A by exceeding the sum of the LBE subcontracting participation requirement(s) establ ished for this project by at least 35%.
MMD-Dabri JV utilized Approach A: (35% Approach) on CMD Form 2B to meet the Good Faith Efforts (“GFE”) Requirements.
MMD-Dabri JV demonstrated that it met the GFE requirements under Approach A by exceeding the sum of the LBE subcontracting participation requirement(s) established for this project by at least 35%.
GHD-Hollins JV utilized Approach A: (35% Approach) on CMD Form 2B to meet the Good Faith Efforts (“GFE”) Requirements.
GHD-Hollins JV demonstrated th at it met the GFE requirements under Approach A by exceeding the sum of the LBE subcontracting participation requirement(s) established for this project by at least 35%.
The RFP indicates that a contract will be awarded to the five (5) highest-ranked proposer s.
Based on the foregoing, CMD has determined that Avila, ECSI, CPM -Carlson JV, MMD -Dabri JV, and GHD-Hollins JV have complied with the pre -award Chapter 14B requirements. Should you have any additional questions and/or concerns, please feel free to contact me at (650) 273 6352.