Catherine C. Dunn, P.E., N.PE, P.PE Deputy Director Port Development Prt of New Orleans Catherine C. Dunn, P.E., D.NE, D.PE Director, Port Development Port of New Orleans The Port of New Orleans - As-Needed Consultant Selection Process for Professional Services September 22, 2015
Catherine C. Dunn, P.E., N.PE, P.PE Deputy Director Port Development Prt of New Orleans Consultant Selection Process - Regulations
Catherine C. Dunn, P.E., N.PE, P.PE Deputy Director Port Development Prt of New Orleans Standard Form: DOTD 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 16 WILL RENDER THE RFQ NON- RESPONSIVE
Catherine C. Dunn, P.E., N.PE, P.PE Deputy Director Port Development Prt of New Orleans CRITERIA FOR RFQ EVALUATIONS (Note that criteria may change for specific RFQs and criteria to be used are identified in the RFQ) Each Evaluation Committee Member assigns a score of 1 to 5, which is multiplied by the weighted factor. Ranking is based on sum of scores. Example, highest total score is ranked #1 by that evaluator. Evaluation Committee Member rankings are combined. Example, lowest total of the rankings by each evaluator is ranked #1 by the Committee. For Statements of Qualifications: Experience in the type of work, weighted factor of 5 1.Staffing and support personnel, weighted factor of 5 2.Professional reputation and business stability, weighted factor of 5 3.Local representation, weighted factor of 2 4.DBE participation, weighted factor of 2 5.Prior contract history, weighted factor of 2 6.New Opportunities, weighted factor of 3 7.Knowledge of local conditions, weighted factor of 3
Catherine C. Dunn, P.E., N.PE, P.PE Deputy Director Port Development Prt of New Orleans Factors in Evaluating Qualifications Criteria Experience in Type of Work Staffing & Support Personnel Professional Reputation & Business Stability Local Representation MBE/DBE/WBE /SBE Participation Prior Contract History New Opportunity Knowledge of Local Conditions Ratings: 5Excellent >75%Excellent No work as prime or sub in last 2 years Excellent 4Very Good Between 51% and 75% Very Good Work as sub in last 2 years under $50k Very Good 3Good Between 31% and 50% Good Work as sub in last 2 years over $50k Good 2Fair Between11% and 30% Fair Work as Prime in last two years under $50K Fair 1Poor Between 1% and 10% Poor Work as Prime in last two years under $200K Poor 0None 0%None Work as prime in last two years over $200k None
Catherine C. Dunn, P.E., N.PE, P.PE Deputy Director Port Development Prt of New Orleans BOARD OF COMMISSSIONERS PORT OF NEW ORLEANS REQUEST FOR QUALIFICATIONS SUMMARY FORM PRELIMINARY SCORING PROJECT:Port NOLA Projet Name of Firm Reviewer #1Reviewer #2Reviewer #3Reviewer #4Reviewer #5Total Score Final Ranking A B C D 0 E F G H I J K 0 L 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.PE Deputy Director Port Development Prt of New Orleans Request for Proposals - RFP Request for Proposals sent to three – five of the highest ranking SOQs Only submit the SF 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.PE Deputy Director Port Development Prt of New Orleans 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 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.PE Deputy Director Port Development Prt of New Orleans 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.PE Deputy Director Port Development Prt of New Orleans 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.PE Deputy Director Port Development Prt of New Orleans CRITERIA FOR RFP EVALUATIONS (Note that criteria may change for specific RFPs and criteria to be used are identified in the RFP) Each Evaluation Committee Member assigns a score of 1 to 5, which is multiplied by the weighted factor. Ranking is based on sum of scores. Example, highest total score is ranked #1 by that evaluator. Evaluation Committee Member rankings are 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 New Opportunities, weighted factor of 3 9.DBE participation, weighted factor of 2.5
Catherine C. Dunn, P.E., N.PE, P.PE Deputy Director Port Development Prt of New Orleans Experience in Type of Work Past Performance Local Representation Conceptual Plan of Action Staffing & Support Personnel Knowledge of Local Conditions Ability to Meet Schedule New Opportunity MBE/DBE/ WBE Participation Ratings: 5Excellent Key personnel within 60 miles Excellent No work as prime or sub in last 2 years >75% 4Very Good Key personnel within 120 miles Very Good Work as sub in last 2 years under $50k Between 51% and 75% 3Good Key personnel within 240 miles Good Work as sub in last 2 years over $50k Between 31% and 50% 2Fair Key personnel within 360 miles Fair Work as Prime in last two years under $50K Between11% and 30% 1Poor Key personnel within 500 miles Poor Work as Prime in last two years under $200K Between 1% and 10% 0None Key personnel beyond 500 miles None Work as prime in last two years over $200k 0% Factors in Evaluating Proposal Criteria
Catherine C. Dunn, P.E., N.PE, P.PE Deputy Director Port Development Prt of New Orleans BOARD OF COMMISSSIONERS PORT 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 I J 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.PE Deputy Director Port Development Prt of New Orleans 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.PE Deputy Director Port Development Prt of New Orleans Don’t forget to: /NewOrleansPort Follow us on #PortNOLA Watch us on YouTube PortofNOLA Thank You Catherine C. Dunn, P.E., D.NE, D.PE Port of New Orleans