catherine c. dunn, p.e., n.pe, p.pe deputy director port development prt of new orleans...

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Catherine C. Dunn, P.E., N.P P.PE Deputy Director Port Development Prt of New Orleans [email protected] Catherine C. Dunn, P.E., D.NE D.PE Director, Port Development Port of New Orleans [email protected] The Port of New Orleans - As-Needed Consultant Selection Process for Professional Services August 28, 2015

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Catherine C. Dunn, P.E., N.PE, P.PEDeputy Director Port DevelopmentPrt of New [email protected]

Catherine C. Dunn, P.E., D.NE, D.PEDirector, Port DevelopmentPort of New [email protected]

The Port of New Orleans - As-Needed Consultant Selection Process for Professional Services

August 28, 2015

Catherine C. Dunn, P.E., N.PE, P.PEDeputy Director Port DevelopmentPrt of New [email protected]

Consultant Selection Process - Regulations

• Section 3-Engineering and Other Consultants• Section 6-Extreme Public Emergency

Board’s By-Laws Article VIII

• Specifically for Engineering, Construction, and Related Professional Services• Note: La. R.S. 38:2318.1 requires selection of design professional services on the

basis of competence and qualifications where price is not a factor in selection , i.e. no bidding for design professional services

Board’s Port Development Division

Directive No. 9

• For procurement of goods, administration of contracts • Bid process for public works contracts under La. R.S. 38:2211-2296

Board’s Purchasing Policy Manual for

Contract Administration (June 2013)

Catherine C. Dunn, P.E., N.PE, P.PEDeputy Director Port DevelopmentPrt of New [email protected]

Standard Form: DOTD 24-102 as modified for the Port of New Orleans• Form required for the RFQ process. • Fill out all sections

• 1 - Make sure to check which projects submitting for• 4 & 5 – Do not need names, but type and numbers• 8 – Answer both parts• 9 – Complete all parts – especially the percentage and certification• 10 – An organizational chart will work• 11 – Under “g” – list work RELEVANT to the proposed work• 12 – Again - list work RELEVANT to the proposed work (Note – only 5 max)• 14 – NEW - Value of Contracts with the Port of New Orleans within the past

24 months. This includes work as prime and as a sub (there is a box for each).

• 16 – FAILURE TO SIGN ITEM 15 WILL RENDER THE RFQ NON-RESPONSIVE

Catherine C. Dunn, P.E., N.PE, P.PEDeputy Director Port DevelopmentPrt of New [email protected]

CRITERIA FOR RFQ EVALUATIONS

Each Evaluation Committee Memberassigns a score of 1 to 5, which is multipliedby the weighted factor. Ranking is based on sum of scores. Example, highest total score is ranked #1 by that evaluator.

Evaluation Committee Member rankingsare combined. Example, lowest total of the rankings by each evaluator is ranked #1 by the Committee.

• For Statements of Qualifications:

1. Experience in the type of work, weighted factor of 5

2. Staffing and support personnel, weighted factor of 5

3. Professional reputation and business stability, weighted factor of 5

4. Local representation, weighted factor of 2

5. DBE participation, weighted factor of 2

6. Prior contract history, weighted factor of 2

7. New Opportunities, weighted factor of 3

8. Knowledge of local conditions, weighted factor of 3

Catherine C. Dunn, P.E., N.PE, P.PEDeputy Director Port DevelopmentPrt of New [email protected]

BOARD OF COMMISSSIONERSPORT OF NEW ORLEANS

REQUEST FOR QUALIFICATIONS SUMMARY FORMPRELIMINARY SCORING

PROJECT:Port NOLA Projet

Name of Firm Reviewer #1 Reviewer #2 Reviewer #3 Reviewer #4 Reviewer #5 Total Score Final Ranking

A 7 7 8 6 6 34 7B 6 7 6 5 7 31 6C 8 5 9 8 9 39 8D 0E 8 9 7 9 7 40 9F 3 2 2 3 3 13 3G 4 4 4 3 5 20 4H 5 5 4 5 4 23 5I 2 2 1 2 1 8 2J 1 1 2 1 2 7 1K 0L 0

Evaluation Committee Member rankings are combined. Example, lowest total of the rankings by each evaluator is ranked #1 by the Committee.

Catherine C. Dunn, P.E., N.PE, P.PEDeputy Director Port DevelopmentPrt of New [email protected]

Request for Proposals - RFP

• Request for Proposals sent to three – five of the highest ranking SOQs

• Only submit the SF 24-102 for firms added to the team since submittal of the SOQ

• Employees must have or be able to obtain Transportation Identification Worker Credentials (TWIC)

• Written Proposal – One original bound proposal and five bound copies (and one flash drive with all documents)

• Fee Proposal – Opened after scoring is completed• Presentation – if requested

Catherine C. Dunn, P.E., N.PE, P.PEDeputy Director Port DevelopmentPrt of New [email protected]

Written Proposal – One original bound proposal and five bound copies

• Forms:• Commitment to Assign Identified Resources Form (Form CAIR)• Key Personnel Information Form (Form KPI)• Named Sub-consultants Form, if any will be used (Form NS)• Letter of Sub-Consultants Intent Form, if any will be used (Form LSI)

• Following section consisting of brief written descriptions:• Summary of directly related experience – both consultant and sub-consultants• Any client reference letters – limit of three• An indication of ability of PM and key personnel providing presence in the NO area

during contract• Conceptual plan of action• Additional PONO SF 24-102 forms if necessary• Description of skills, knowledge and experience directly related to the Scope of

Work that indicated knowledge of local conditions• Summary description indicating understanding of the Scope of Work and ability to

meet Board’s schedule

Catherine C. Dunn, P.E., N.PE, P.PEDeputy Director Port DevelopmentPrt of New [email protected]

Fee Proposal –

• One original due with the Written Proposal – no copies needed• Completed Fee Rate Schedule Form• Sealed Envelope marked “Fee Proposal”

• Name of Prime Consultant indicated on outside

• Separate from the Written Proposal

Catherine C. Dunn, P.E., N.PE, P.PEDeputy Director Port DevelopmentPrt of New [email protected]

Presentation and Interview with the Consultant Evaluation Committee

• Encouraged to use Powerpoint presentation.

• Projector, screen and laptop are available

• Interview intended to be an opportunity for the Consultant/Team to present how they best meet the criteria that is the basis for final evaluations.

• Maximum of 45 minutes with additional 15 minutes for questions

• 15 minute period prior to presentation for setup

• Six printed color copies of presentation submitted at time of presentation.

• Key individuals:• Lead Project Manager• Lead engineer or engineers• Lead specialists

Catherine C. Dunn, P.E., N.PE, P.PEDeputy Director Port DevelopmentPrt of New [email protected]

CRITERIA FOR RFP EVALUATIONS

Each Evaluation Committee Memberassigns a score of 1 to 5, which is multipliedby the weighted factor. Ranking is based on sum of scores. Example, highest total score is ranked #1 by that evaluator.

Evaluation Committee Member rankingsare combined. Example, lowest total of the rankings by each evaluator is ranked #1 by the Committee.

• For Written Proposals:1. Experience, both of the Prime Consultant and

key individuals, weighted factor of 5

2. Past performance of Prime Consultant and key individuals, weighted factor of 5

3. Local representation, weighted factor of 3

4. Conceptual plan of action, weighted factor of 3

5. Staffing and support personnel, weighted factor of 3

6. Knowledge of local conditions, weighted factor of 3

7. Ability to meet schedule, weighted factor of 2.5

8. New Opportunities, weighted factor of 3

9. DBE participation, weighted factor of 2.5

Catherine C. Dunn, P.E., N.PE, P.PEDeputy Director Port DevelopmentPrt of New [email protected]

BOARD OF COMMISSSIONERSPORT OF NEW ORLEANS

REQUEST FOR PROPOSALS SUMMARY FORM

PROJECT:Port NOLA Project

Name of Firm Reviwer #1

Reviwer #2

Reviwer #3

Reviwer #4

Reviwer #5

Total Score

Final Ranking

F 3 3 2 2 1 11 3I 2 1 1 1 2 7 1J 1 2 2 3 2 10 2

0

0

Evaluation Committee Member rankings are combined. Example, lowest total of the rankings by each evaluator is ranked #1 by the Committee.

Catherine C. Dunn, P.E., N.PE, P.PEDeputy Director Port DevelopmentPrt of New [email protected]

After the RFP

• The Board awards contracts at its monthly public meeting, generally at 11:00 a.m. in the auditorium of the Port Administration Building. Written notification of the award will be issued by Ms. Dunn after the Board meeting.

• No information regarding the award will be given prior to the Board’s action, however the Board’s agenda for the meeting at which an award will take place will be sent to the firms submitting proposals prior to the Board meeting.

• After award:• Staff negotiates contract terms, conditions, rates, time schedule• Legal and Risk Management departments review contract and approve

for CEO to execute contract.

Catherine C. Dunn, P.E., N.PE, P.PEDeputy Director Port DevelopmentPrt of New [email protected]

Don’t forget to:

/NewOrleansPort

Follow us on Twitter

@PortNOLA #PortNOLA

Watch us on YouTube PortofNOLA

Thank You

Catherine C. Dunn, P.E., D.NE, D.PEPort of New [email protected]