PRO.0179 Wastewater Capital Plan Delivery -
Program Management Consultant ($90M, 10yrs)
Stephen Robinson, Assistant General Manager of Infrastructure Presented to the San Francisco Public Utilities Commission April 11th, 2023
Our Combined Sewer System
2 49 Square Miles in SF
860,000+ SF Population
3 Treatment Facilities
1,000+ Miles of Pipes
40 Billion Gallons Treated/Year
Avg. DWF: 12mgd
Wet Weather Cap.: 175mgd
Oceanside Treatment Plant
Avg. DWF: 0mgd
Wet Weather Cap.: 150mgd
North Point Wet Weather Facility
Avg. DWF: 58mgd
Wet Weather Cap.: 250mgd
Southeast Treatment Plant
Avg. DWF: 70mgd
Total Wet Weather
Capacity: 575mgd
Move from a one-time large investment to a more
sustainable strategic capital planning approach
$
Time
R&R
Capital
SSIP Phase 1 & Other
$
Time
R&R
F&I
SSIP
Phase 1,2,3
One-time large investment
(previous)
Adaptive Management
(moving forward)
Sewer System Improvement Program (SSIP) Facilities & Infrastructure (F&I) Renewal and Replacement (R&R) WWE Capital Improvement Plan Progression
2010 2012 2014 2016 2018 2020 2022 2024 2026 2028 2030 2032 2034 SSIP Program Baseline
Goals and Levels of Service Refined
CS-165 (2011-2026)
PRO-0179 (2023-2033)
Program Management Consultant
PRO.0179 Scope of Services
5 Program Planning and Administration
Program Delivery
Project Technical Support
Program Controls
Pre-Construction Management and Planning
Strategic Capital Planning
CS-165
PRO.0179
PRO.0179 Request for Proposals (RFP)
RFP Schedule Date
Advertisement of RFP June 30, 2022
Proposals Submitted August 31, 2022
Oral Interviews January 19, 2022
Posting of Proposer Ranking January 23, 2023
Public Utilities Commission Authorization April 11, 2023 Board of Supervisor’s Approval Estimated June, 2023
Notice of Award of Agreement Estimated July 2023
PRO.0179 Proposal Submission Evaluation
• Initial Screening: SFPUC and CMD reviewed for responsiveness • Technical panel scored the written proposals and oral interview • 3 proposals continued on for oral interview
• Voluntary submittals: Diversity, Equity, and Inclusion (DEI) and S
ocial Impact Partnership (SIP)
• SIP panel scored any voluntary SIP Commitments
Technical Written Proposal 645
Oral Interview 350
DEI Submittal 5
TOTAL 1000
SIP Submittal – Potential Bonus Points 50
TOTAL with SIP Bonus Points 1050
Award Contract No. PRO.0179, Wastewater Capital Plan
Delivery - Program Management Consultant
to AECOM Technical Services, Inc., to provide program
management consulting services to replace the existing
contract that is nearing capacity, for an amount not-to- exceed $90,000,000, and with a duration of 10 years,
subject to the Board of Supervisors approval pursuant to Charter Section 9.118.
DEPARTMENT Infrastructure AGENDA NO. 10
MEETING DATE Apr il 11, 2023
APPROVAL:
COMMISSION
SECRETARY Donna Hood
AGENDA ITEM
Public Utilities Commission
City and County of San Francisco
Professional Services Award: Regular
Contract Manager: Stephen Robinson
Award Contract No. PRO.0179, Wastewater Capital Plan Delivery - Program Management Consultant
Summary of
Proposed
Commission Action:
Award Contract No. PRO.0179, Wastewater Capital Plan Delivery , Program Management Consultant , to AECOM Technical Services, Inc., to provide program management consulting services to replace the existing contract that is nearing capacity , for an amount not -to-exceed $90,000,000, and with a duration of 10 years, subject to approval by the Board of Supervisors pursuant to Charter Section 9.118.
Background: The Wastewater Enterprise (WWE) Capital Plan, also known as the Capital Improvement Plan (CIP) , consists of several programs including: (1) the Sewer System Improvement Program (SSIP) ; (2) the Facilities and Infrastructure (F&I) Program ; and ( 3) the Renewa l and Replacement Program (R&R). The San Francisco Public Utilities Commission ( SFPUC) had undertaken the CIP to improve San Francisco’s wastewater collection system and treatment facilities. Relative to other WWE capital programs, the SSIP is a larger, sy stem-wide investment ,
which includes replacement of
major WWE facilities. As set forth in Resolution No. 16- 0056, the 2016 SSIP Baseline included a three- phase implementation of the SSIP and initiated Phase 1 . In 2018 and 2020, by Resolution No. 18-0071 and 20- 0248, r espectively, the Commission approved revised baselines for SSIP Phase 1 and initiated additional projects referred to as “Other SSIP.” Staff concluded that a CIP spanning several decades must continually adapt to ever -evolving priorities and changing market conditions in order to be sustainable. In previous capital planning and budgeting efforts , Staff used long-term forecasting to plan overlapping phases of investment to deliver programs of work while achieving financi al affordability and deliverability goals. The confidence and accuracy of these forecasts diminished over a long duration. To that end, SFPUC has moved away from phases of investment and instead is implementing capital improvement projects as part of a rol ling Ten- Year CIP. SFPUC is initiating n ew projects based on priorities driven by asset management principles through the City’s biennial Contract: PRO.0179, Wastewater Capital Plan Delivery - Program Management Consultant Commission Meeting Date: April 11, 2023
budget process.
The WWE CIP is a continuing system-wide investment that includes replacing major treatment facilities and improving critical assets throughout San Francisco. SFPUC awarded t he original contract , CS -165 Program Management Support Services - Sewer System Improvement Program, for $150,000,000 for up to 15 years (June 2011-September 2026). However, the work has accelerated, and the contract will reach capacity in 2023. This new contract, PRO.0179, will continue the program management work implemented under the SSIP and initiate new capit al improvement projects as part of a rolling Ten -Year CIP. This work will include prioritized SSIP projects (initially identified in later phases) and other WWE Capital Programs (Facilities & Infrastructure and Renewal & Replacement) projects.
The new cont ract will match the 10- year duration of the current 10- Year CIP. Some elements of the previous CS -165 contract are not included in the proposed scope for PRO.0179 because those elements have already transitioned to the City over the contract duration. Simi larly, Staff anticipates that some elements of this PRO.0179 contract scope will also transition to the City over time.
Description of Scope
of Services:
The SFPUC Infrastructure Division and WWE seeks consultant services to provide specialized program management support for the WWE CIP .
SFPUC requires t hese services to continue a number of programmatic functions such as strategic capital planning, risk management, pre- construction technical advice, pre -
construction planning and management,
labor and contract relations, development and refinement of standards, preparation of programmatic schedules and budgets, analysis of alternative project delivery mechanisms and asset management.
The support necessary to deliver a multi -billion-dollar CIP requires extensive experience in capital planning, delivery, and asset management. It also requires expertise in trenchless linear pipeline construction, stormwater management, green infrastructure, watershed assessments, alternative delivery methods (e.g., Design- Build and CM /GC), wastewater regulatory and combined sewer system requirements , the wastewater treatment process and existing/emerging technologies , combined se wer systems analyses, systems evaluations, permitting, operating strategies, planning, design, construction, wastewater facility plant start- up and commissioning, cost estimating, engineering, and controls for treatment plants, collection system facilities, including gravity sewers (circular and irregular cross -sections up to 109" diameter), interceptors, tunnels, outfall structures, and pump station projects.
Moreover, specialists in the following areas are required : Value engineering and alternative analysis; a recognized expert in climate change with Bay Area familiarity to support climate change analysis' and adaptation plans; Technology transfer and training specialist for wastewater and stormwater pump stations, treatment plants, and conveyance systems; a sset management integration specialist with experience in integrating wastewater Contract: PRO.0179, Wastewater Capital Plan Delivery - Program Management Consultant Commission Meeting Date: April 11, 2023
infrastructure; Building Information Modeling (BIM) specialist with engineering/construction experience on wastewater projects, incl uding expertise in BIM for wastewater and stormwater pump stations, treatment plants, and conveyance systems.
In summary, t he WWE CIP requires the support of c onsultants with extensive knowledge, experience, and expertise in providing Program Management, Planning, Design, and Pre -Construction support services for large water or wastewater infrastructure capital programs. Service may be required on an as -needed, intermittent, or periodic basis over the Ten- Year capital plan due to peaks in workload to deli ver multiple projects simultaneously.
The work under this contract consists of:
• Program Administration;
• Strategic Capital Planning;
• Program Delivery; and
• Project Technical Support.
Funding, Budget &
Costs:
Funding: Funds will be available for individual task order awards from Project 10029732 - WWE Capital Improvement Program, SSIP Program - wide Management, Other SSIP Program -wide Management project, and individual project funds within the WWE CIP
Not-to-Exceed Amount: $90,000,000
Schedule: Advertised: June 30, 2022
Estimated Notice-to-Proceed Date: July 2023
Estimated End Date: July 2033
Duration: 10 years
Final Score
Summary: Written Proposal, Oral Interview, Diversity, Equity, and Inclusion ( DEI) and Social Impact Partnership (SIP) bonus:
Firms
Written
Proposal
Score
(645)
Oral Score
(350)
DEI
Score
(5)
SIP
Bonus
(50)
Total Score
(1050)
AECOM 568.74 284.37 5 39.56 897.68
Greeley and
Hansen LLC 556.87 266.22 5 44.87 872.97
Parsons Water
& Infrastructure
Inc.
549.14 270.95 5 44.00 869.09
Contract: PRO.0179, Wastewater Capital Plan Delivery - Program Management Consultant Commission Meeting Date: April 11, 2023
Note: Staff has rounded Written Proposal, Overhead and Profit Schedule (OPS), and Points Subtotal scores to the third decimal place.
Protest: On January 30, 2023, the SFPUC received two protest letters dated January 30, 2023, from Greeley and Hansen LLC and Parsons Water & Infrastructure Inc. protesting AECOM Technical Services, Inc.’s ( AECOM) proposal. On February 3, 2023, AECOM submitted a response letter. On February 20, 2023, the SFPUC received a follow up letter dated February 20, 2023, from Parsons Water & Infrastructure Inc. On February 21 , 2023, AECOM submitted a response letter.
On February 23, 2023, a fter review of the protest s, responses, and rebuttal s, the Contract Administration Bureau, in consultation with the City Attorney, and the Contract Monitoring Division, deemed the arguments to be without merit and denied the protests. AECOM remains the highest ranked proposer.
Compliance with
Chapter 14B: Local
Business Enterprise
Utilization and Non-
Discrimination in
Contracting
Ordinance:
The Contract Monitoring Division (CMD) established a subconsulting requirement of 15% Local Business Enterprise (LBE) par ticipation for this contract.
The CMD determined that AECOM has complied with pre -award C hapter 14B requirements. AECOM has committed to 20.25% 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 contract 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.
Attachments: 1. CMD Memorandum
PUBLIC UTILITIES COMMISSION
City and County of San Francisco
RESOLUTION NO.
WHEREAS, The San Francisco Public Utilities Commission (SFPUC ) requires consultant services to provide specialized program management support for the Wastewater Enterprise (WWE) Capital Plan, also known as the Capital Improvement Plan (CIP). The WWE CIP is a continuing system-wide invest ment that includes replacing major treatment facilities and improving critical asset s throughout San Francisco. The original contract , CS-165 Program Management Support Services – Sewer System Improvement Program (SSIP), awarded in 2011 , reached capacity in 2023. Services un der this proposed PRO.0179, Wastewater Capital Plan Delivery - Program Management Consultant , will continue the program management work implemented under the SSIP and initiate new capital improvement projects as part of a rolling Ten-Year CIP, with new projects initiated based on priorities driven by asset management principles through the City’s biennial budget process; and WHEREAS, On June 30, 2022, SFPUC advertised a Request for Proposals (RFP) for program management consulting services; and
WHEREAS, The estimated cost of services is $90,000,000; and WHEREAS, Staff anticipates services under Contract NO. PRO.0179 to begin in July 2023 and end in June 2033, and the duration of this contract is therefore 10 years; and WHEREAS, On August 31, 2022, the SFPUC received three proposals in response to the June 30, 2022, advertisement of the RFP, and the SFPUC and Contract Monitoring Division (CMD) staff, upon review of the proposal s, determined that AECOM Technical Services, Inc. (AECOM) is the highest-ranked proposer based on the established scoring criteria; and WHEREAS, The CMD established a Local Business Enterprise (LBE) subconsultant participation requirement of 15% for this contract , and AECOM committed to a 20.5% LBE subconsultant participation; and
WHEREAS, 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 en vironment and work under the contract 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); now, therefore, be it
RESOLVED, That this Commission hereby awards Contract No. PRO.0179, Wastewater Capital Plan Delivery - Program Management Consultant, to provide program management consulting services, to AECOM, for an amount not -to-exceed $90,000,000, and with a duration of 10 years, subject to approval by the Board of Supervisors pursuant to Charter Section 9.118.
I hereby certify that the foregoing resolution was adopted by the Public Utilities Commission at its meeting April 11, 2023.
Secretary, Public Utilities Commission
London N. Breed, Mayor
Carmen Chu, City Administrator
Stephanie Tang, 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: March 1, 2023
To: Steve Robinson, SFPUC
Melissa Ng, SFPUC
From: Kate Mundhenk, CMD
Subject: CMD Award Review: PRO.0179 -- Wastewater Capital Plan Delivery
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
(PeopleSoft: Supplier/Supplier ID) LBE JV Partner Status, Type and Size (PS: LBE and LBE Size) Rating Bonus
AECOM Technical Services,
Inc. Not applicable Non-LBE Not eligible
Greeley and Hansen LLC Not applicable Non-LBE Not eligible Parsons Water &
Infrastructure, Inc. Not applicable Non-LBE Not eligible
Score Sheets and Score Tabulations
CMD has reviewed the score sheets submitted by the panelists, the overhead profit schedule, and the final score 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 AECOM Technical Services, Inc.
2 Greeley and Hansen LLC
3 Parsons Water & Infrastructure, Inc.
LBE Subconsultant Participation Requirement
AECOM Technical Services, Inc. (“AECOM”) achieved the highest score. AECOM met the 15%1 Micro/Small-LBE subconsultant participation requirement by listing the following Micro/Small-LBE firms on Form 2A (CMD Contract Participation Form):
Firm
(PeopleSoft:
Supplier/Supplier ID)
Service
Status,
Type and
Size
Listed
Participation
LBE-Credited
Participation
Chaves &
Associates
Records Management –
Document Control
SF LBE-
WBE
(Small)
1.00% 1.00%
Coord, LLC Urban & Regional Planning –
Strategic Capital Planning
SF LBE-
WBE
(Micro)
10.00% 10.00%
Davis & Associates
(D&A)
Communications,
Inc.
Community Relations/Public
Affairs - Communications
SF LBE-
MBE
(Micro)
1.00% 1.00%
Effective
Management
Services, LLC
Construction Management –
Construction Planning Support
SF LBE-
MBE
(Micro)
1.00% 1.00%
Incommon LLC Urban & Regional Planning –
Urban Planning
SF LBE-
WBE
(Micro)
0.75% 0.75%
M. Lee Corporation Construction Management – Cost
Estimating
SF LBE-
MBE
(Small)
2.25% 2.25%
Pathways Climate
Institute
Env. Advisory Services, Urban &
Regional Plng – Climate Change
Support
SF LBE-
WBE
(Micro)
0.75% 0.75%
Sustainable
Watershed Designs
Inc. DBA Lotus
Water
Water Resources Eng. Civil Eng.
Watershed Assess. Strmwtr,
Green Infrastr.
SF LBE-
OBE
(Micro)
2.00% 2.00%
Yolanda's
Construction
Administration and
Traffic Control Inc.
Administrative Services –
Program Contract
Management/Administration
SF LBE-
MBE
(Micro)
1.50% 1.50%
TOTAL LBE PARTICIPATION: 20.25% 20.25%
1 The LBE subconsulting requirement is established below 20% due to the LBE availability data and a large amount of specialized work on this contract, such as specialist program management administration; strategic capital planning, including adaptive management, asset management, and triple bottom line processes on large capital infrastructure programs; specialist program implementation services (program safety, risk management, facilities planning, project labor contract, quality control, and change management processes on large capital infrastructure programs); specialist project technical support services (watershed assessments, etc.)
AECOM also listed the following non-LBE firms:
Firm Service
Participation
(PS: Percent of
Work (%))
HDR Engineering, Inc. Program Management/Engineering Design and Support 24.00%
V&A Consulting Engineers, Inc. Condition Assessment 0.75% TOTAL: 24.75%
Good Faith Efforts Requirements
AECOM utilized Approach A (35% Approach) on CMD Form 2B to meet the Good Faith Efforts (“GFE”) Requirements.
AECOM demonstrated that it met the GFE requirements under Approach A by exceeding the LBE subcontracting participation requirement established for this project by at least 35%.
The RFP indicates that a contract will be awarded to the highest ranked proposer. Based on the foregoing, CMD has determined that AECOM has complied with the pre-award Chapter 14B requirements. Should you have any additional questions and/or concerns, please feel free to contact me at 415-551-4335.