DEPARTMENT
Water Enterprise
AGENDA NO.
9 MEETING DATE
March 26, 2024
AGENDA ITEM
Public Utilities Commission
City and County of San Francisco
Professional Services Award: Regular Calendar
Project Manager: Julie Ortiz
Award Agreement Nos. PRO.0278 A and B, As-Needed Water Resources
Summary of
Proposed
Commission Action:
Award Contract Nos. PRO. 0278 A and B, As-Needed Water Resources , to Brown and C aldwell/Lotus Consultants Joint Venture ( PRO.0278.A) and Woodard & Curran/SRT Consultants Joint Venture (PRO.0278.B) , for specialized as -needed engineering services, each for an amount not to exc eed $4,000,000 and each with a duration of five years.
Background: The San Franci sco Public Utilities Co mmission (SFPUC) Water Enterprise Water Res ources Division requires short-term, highly specialized profess ional engineering services to perform water resources management and conservation planning and programming outside of the technical expertise of SFPUC staff.
Scope of Contract: The contract work location(s) include the City and County of San Francisco and within the SFPUC’s Regional Water Service area. The SFPUC will assign work under these two contracts on an as-needed task-order basis, potentially covering the following scopes of work:
• Water conservation planning services;
• Onsite non-potable water technical review services;
• Recycled water assessment services;
• Groundwater technical support services;
• Water supply planning services; and
• Public outreach.
Funding and Costs: Funding Source: Water Enterprise operating and capital budgets.
Not-to-Exceed Amount: $4,000,000 (per agreement)
Schedule: Advertised: October 24, 2023
Estimated Notice-to-Proceed Date: June 2024
Estimated End Date: June 2029
Duration: Five years
Agreement: PRO.0278, As-Needed Water Resources
Commission Meeting Date: March 26, 2024
Final Score
Summary: Written Proposal, DEI Submittal, and Contract Monitoring Division (CMD) Bonus:
Firm
Technical
Written
Proposal
Score
(995)
DEI
Submittal
(5)
Total
Proposal
Score
CMD
Bonus
Total
Score
(1,000)
Brown and
Caldwell/Lotus
JV
765.0800 5
770.0800
7.5% =
57.7560 827.8360
Woodard &
Curran/SRT JV 763.6525 5
768.6525 7.5% =
57.6489 826.3014
Carollo-MME JV 735.1350 5
740.1350 7.5% =
55.5101 795.6451
AECOM-WRE -
A Joint Venture 710.2950 5
715.2950 7.5% =
53.6471 768.9421
Note: Scores have been rounded to the fourth decimal place.
Compliance with
Chapter 14B: Local
Business Enterprise
Utilization and Non-
Discrimination in
Contracting
Ordinance:
The CMD established a 17% Local Business Enterprise ( LBE) subconsultant participation for this agreement.
CMD determined that BC/Lotus JV and W&C/SRT JV have complied with pre- award Chapter 14B requirements. Both consultant teams committed to 17% LBE subconsulting participation in their respective proposals.
Environmental
Review:
This action does not constitute a “project” under the California Environmental Quality Act Guidelines section 15378(a) because there would be no ph ysical change in the environment.
Attachment: Contract Monitoring Division Memorandum
PUBLIC UTILITIES COMMISSION
City and County of San Francisco
RESOLUTION NO.
WHEREAS, The San Francisco Pub lic Utilities Commission (SFPUC ) Water Enterprise requires the assistance of professi onal services firms to perform short -term, highly specialized work for the Water R esources Division to provide special ized and t echnical expertise th at staff members do not possess for water resources management, conservation planning and program support; and
WHEREAS, The estimated cost of services is $4,000,000 each contract, for a total of $8,000,000; and
WHEREAS, SFPUC advertised a Request for Proposals fo r specialized and technical services for water resources management, conservat ion planning and progr am s upport on October 24, 2023; and
WHEREAS, Staff anticipates that services will begin in June 2024 and end in June 2029, each with a Contract duration five years; and
WHEREAS, SFPUC and Contra ct Monitoring Division (CMD) staff determined that Brown and C aldwell an d Lotus Joint Venture (BC/Lotus JV ) and Woodard & Curra n/SRT Consultants Joint Venture (W&C/SRT JV) are the highest ranked firms based on the established scoring criteria; and
WHEREAS, The CMD established a 17% Local Business Enterprise ( LBE) subconsultant participation requirement for these Contracts and BC/Lotus JV and W&C/SRT JV each committed to LBE subconsultant participation of 17%; and WHEREAS, This action does not constitute a “project” under the California Environmental Quality Act Guid elines section 15378(a) because there would be no physical change in the environment; and
WHEREAS, Funds for Contract Nos. PRO.0278 A and B, As-Needed Water Resources, will be available at the time of individual task order a wards from Water Enterprise operating and capital budgets; now, therefore, be it
RESOLVED, That this Commission hereby awards Contract Nos. PRO.0278 A and B, As-Needed Water Resources, to BC/Lotus JV (PRO.0278A) and W&C/SRT JV (PRO.0278B), to provide specialized as -needed water resources m anagement, conservat ion pla nning and program support, each for an amount not to exceed $4,000,000 and a duration of five years.
I hereby certify that the foregoing resolution was adopted by the Public Utilities Commission at its meeting of March 26, 2024.
Secretary, Public Utilities Commission
City & County of San Francisco Office of the City Administrator London N. Breed, Mayor Carmen Chu, City Administrator
Contract Monitoring Division
Stephanie Tang, Director
MEMORANDUM
Date: March 1, 2024
To: Julie Ortiz, Contract Manager, SFPUC
Ethan Baker, Contract Administrative Analyst, SFPUC
From: Michelle Kassatly, Contract Compliance Officer, CMD
Subject: PRO.0278 Specialized and Technical As-Needed Services, Water Resources Division
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 LBE JV Partner Status, Type and Size Rating Bonus BC-Lotus JV Lotus Water SF LBE-OBE (Small) 7.5%
Woodard & Curran – SRT SRT Consultants SF LBE-WBE (Small) 7.5% Carollo-MME JV
McGovern
McDonald
Engineers
SF LBE-WBE (Micro)
7.5%
AECOM-WRE – A Joint
Venture
Water Resources
Eng Inc
SF LBE-MBE (Micro) 7.5%
Score Sheets and Score Tabulations
The Request for Proposal (“RFP”) indicates that only the top two (2) ranked proposers from the written evaluation will be short listed to have its overhead and profit schedule evaluated. For the two (2) short listed firms, 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 BC-Lotus JV
2 Woodard & Curran – SRT
3 Carollo-MME JV
4 AECOM-WRE – A Joint Venture
LBE Subconsultant Participation Requirement
City & County of San Francisco Office of the City Administrator London N. Breed, Mayor Carmen Chu, City Administrator
Contract Monitoring Division
Stephanie Tang, Director
BC-Lotus JV achieved the highest score. Lotus Water, a LBE certified firm, is a 40% joint venture partner. To meet this commitment, Lotus Water will manage and perform a substantial portion of the work. BC-Lotus JV met the 17% Micro/Small-LBE subconsultant participation requirement by listing the following Micro/Small-LBE firms:
Firm Service
Status,
Type and
Size
LBE
Participation
AEW Engineering,
Inc. Recycled Water
SF LBE-
MBE
(Micro)
2%
CDIM Engineering,
Inc.
Onsite Non-Potable Water, Recycled
Water
SF LBE-
OBE
(Micro)
2%
Chaves & Associates Public Outreach (Partial)
SF LBE-
WBE
(Small)
2%
Cindy Potter Graphic
Design Public Outreach (Partial)
SF LBE-
WBE
(Micro)
2%
InCommon LLC Public Outreach (Partial)
SF LBE-
WBE
(Micro)
2%
InkeDesign
Consulting LLC Public Outreach (Partial)
SF LBE-
WBE
(Micro)
2%
Joe Hill Consulting &
Engineering
Corporation
Water Supply Planning, Water
Conservation, Recycled Water
SF LBE-
OBE
(Micro)
2%
Pathways Climate
Institute LLC Water Supply Planning
SF LBE-
WBE
(Micro)
3%
TOTAL: 17%
BC-Lotus JV also listed the following non-LBE firms:
Firm Service LBE
Participation
Data Instincts Public Outreach (Partial) 2%
Luhdorff and
Scalmanini
Consulting
Engineers, Inc
Groundwater 4%
Maddaus Water
Management Inc. Water Conservation 3%
Russel D Mitchell &
Associates, Inc. Water Recycled Water, Water Conservation 2% Trussell
Technologies Inc. Onsite Non-Potable Water 3%
City & County of San Francisco Office of the City Administrator London N. Breed, Mayor Carmen Chu, City Administrator
Contract Monitoring Division
Stephanie Tang, Director
WestWater
Research, LLC Water Supply Panning 1%
TOTAL: 15%
Woodard & Curran – SRT achieved the second highest score. SRT Consultants (“SRT”), a LBE certified firm, is a 40% joint venture partner. To meet this commitment, SRT will manage and perform a substantial portion of the work. Woodard & Curran – SRT met the 17% Micro/Small- LBE subconsultant participation requirement by listing the following Micro/Small-LBE firms:
Firm Service
Status,
Type and
Size
LBE
Participation
AEW Engineering, Inc.
Environmental advisory services,
hazardous waste and remdiation
services
SF LBE-
MBE
(Micro)
4%
Chaves & Associates Program and project controls,
database
SF LBE-
WBE
(Small)
2%
Cindy Potter Graphic
Design Computer graphics and graphic art
SF LBE-
WBE
(Micro)
3%
Civic Edge Consulting Community relations, public affairs, marketing services, public relations
SF LBE-
WBE
(Micro)
3%
Joe Hill Consulting &
Engineering Corporation Water resource engineering
SF LBE-
OBE
(Micro)
5%
TOTAL: 17%
Woodard & Curran – SRT also listed the following non-LBE firms:
Firm Service Participation
M. Cubed Conservation and demand forecasting 5%
Russell D. Mitchell
and Associates, Inc.
(“RMA”)
Irrigation and retrofits 5%
Trussell
Technologies Onsite non-potable and water supply planning 10% TOTAL: 20%
Good Faith Efforts Requirements
BC-Lotus JV utilized Approach A (35% Approach) on CMD Form 2B to meet the Good Faith Efforts (“GFE”) Requirements. BC-Lotus JV demonstrated that it met the GFE requirements under Approach A by exceeding the sum of the LBE subcontracting participation requirement established for this project by at least 35%.
City & County of San Francisco Office of the City Administrator London N. Breed, Mayor Carmen Chu, City Administrator
Contract Monitoring Division
Stephanie Tang, Director
Woodard & Curran – SRT utilized Approach A (35% Approach) on CMD Form 2B to meet the Good Faith Efforts (“GFE”) Requirements. Woodard & Curran – SRT demonstrated that it met the GFE requirements under Approach A by exceeding the sum of the LBE subcontracting participation requirement established for this project by at least 35%.
The RFP indicates that a contract will be awarded to the two (2) highest ranked proposers.
Based on the foregoing, CMD has determined that BC-Lotus JV and Woodard & Curran -- SRT 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 [email protected].