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W ELCOME TO THE P RE -P ROPOSAL C ONFERENCE FOR THE C OMMERCIAL R EAL E STATE C ONSULTING S ERVICES M ARCH 18, 2015 Solicitation Number: P-2017978 Event #3930
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P RE -P ROPOSAL C ONFERENCE A GENDA Introductions Purpose Instructions Risk Management Briefing EO Briefing Review of SOW Review of Solicitation Documents Proposal Submission Questions
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I NTRODUCTIONS Project Sponsor– David Leininger Risk Management–Nery Armbruster EO – Tina Johnson/Christopher Bluitt Sr. Manager – Carmen Spolar Contracting Officer– John Adler
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P URPOSE To clarify contractual and technical requirements and identify potential problems concerning this solicitation
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I NSTRUCTIONS Please sign the attendance sheet. Please remember that all information and Questions must be submitted through the DART Procurement Supplier Portal.
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I NSTRUCTIONS ( CONTINUED ) We will try to answer all questions, however questions that need more research will be answered in a future amendment to the solicitation.
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R ISK M ANAGEMENT – N ERY A RMBRUSTER N ery Armbruster will address any issues you might have concerning insurance. Please keep in mind that any questions regarding insurance must be submitted through the DART Procurement Supplier Portal.
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I NSURANCE In summary the requirements are: 1) Automobile Liability $1,000,000 DART listed as an additional insured 2) General Liability $2,000,000 DART listed as an additional insured 3) WC and $1,000,000 employers liability with a waiver of subrogation 4) In the event DART excises option Two: Professional Liability $2,000,000
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EO – T INA J OHNSON Ms. Tina Johnson will discuss EO’s goal requirements for this solicitation. Any questions for Tina shall be submitted through the DART Procurement Supplier Portal and I will ensure that Tina provides a response.
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GOALS Goals for this solicitation are: 27% MBE 5% WBE
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D IVERSITY D EPARTMENT Christopher Bluitt Economic Opportunity Representative MBE/WBE Requirements
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A SSIGNED G OALS & H OW TO M EET /E XCEED T HEM Exhibit C 27% MBE 5% WBE Certification Requirements North Central Texas Regional Certification Agency Texas Unified Certification Agency
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R EQUIRED D OCUMENTS Schedule of Subcontractors Attachment 1 to Exhibit B Intent to Perform Document Attachment 1 to Exhibit G Good Faith Effort “GFE” Requirements listed in Exhibit G Efforts will be evaluated by Diversity Department to determine if a GFE was truly given THESE DOCUMENTS MUST BE INCLUDED WITH YOUR BID/PROPOSAL
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I MPORTANT TO R EMEMBER FOR A WARDED F IRM ( S ) Vendor Payment Reports Exhibit G DART’s Prompt Payment Policy Exhibit F Including Non-Discrimination Clauses into your Subcontract Agreements Exhibit E Must accompany your invoice to DART and include proof of payment
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R EVIEW OF THE RFP Solicitation, Offer, and Award Form * This form is required to be returned with your offer. Schedule * Schedule needs to be signed, dated and return with offer. Exhibit A - Representations and Certifications * Exhibit needs to be completed in full and return with your offer. Exhibit B –Special Solicitation, Instructions and Conditions * Proposals shall be initially evaluated and ranked on the basis of evaluation factors stated in Exhibit B, paragraph 6.
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RFP ( CONTINUATION ) Exhibit C –Solicitation, Instructions and Conditions Questions must be submitted no later than five working days before the offer due date. (March 25, 2015) Exhibit D –Special Provisions Term of Contract – receipt of Notice to Proceed to December 31, 2015. Exhibit F –General Provisions Exhibit G –DBE, MBE & WBE Program – Ms. Johnson discussed with you.
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RFP ( CONTINUATION ) Exhibit H –Statement of Work – Mr. David Leininger has just reviewed with you. Exhibit L –Pre-Award Survey Documents * Needs to be returned with your offer, this questionnaire will be used to verify responsibility with financial and business references submitted. Exhibit T – Miscellaneous Expense Policy Exhibit V –Prospective Contractor Employee Information Report * Needs to be returned with your offer.
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P ROPOSAL S UBMISSION Due date for proposals is March 31, 2015 at 2:00 pm, local Dallas time. There will not be a public opening!
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Questions? Thank you for participating in today’s Pre-Proposal Conference!
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