Primavera Project Management P6 Presentation4

7/29/2019 Primavera Project Management P6 Presentation4

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REQUEST FOR PROPOSAL

SOUTHERLY RENEWABLE ENERGY FACILITY PROJECT

Program System Integration Management and Programming ServicesPSIM-28

WBS: CIP.TP.S.281235

January 2010

This Request for Proposal (RFP) is being sent to interested engineering firms for undertaking theduties of the SOUTHERLY RENEWABLE ENERGY FACILITY PROJECT, Program SystemIntegration Management and Programming Services, PSIM-28. Proposals for providing theseservices will be received until the close of business (4:30 P.M.) on February 18, 2010. Proposals

shall be no more than 60 printed pages and the font size shall be equivalent to Times NewRoman 12 pt or larger (See Section 3.0). Proposals are to be delivered to:

Julius Ciaccia, Executive DirectorNortheast Ohio Regional Sewer District3900 Euclid AvenueCleveland, OH 44115-2504

Attn: Kellie Rotunno, Director of Engineering and Construction,Contract PSIM-28

Late submittals will not be considered.

A mandatory (for candidate firms that will propose as prime) pre-proposal meeting will be heldat 1:00 P.M. on February 2, 2010 in the 3 rd Floor Conference Room of the Northeast OhioRegional Sewer Districts (District) George J. McMonagle Building, 3900 Euclid Avenue,Cleveland, Ohio.

Questions regarding this RFP shall be directed to Scott Sander at the pre-proposal meeting oruntil 10 days before the proposal due date by calling (216) 641-3200, ext. 4317 or [email protected].

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The RFP is organized as follows:

SECTION 1.0 INTRODUCTION

SECTION 2.0 SCOPE OF SERVICES

SECTION 3.0 PROPOSAL CONTENT AND FORMATSECTION 4.0 PROJECT SCHEDULE

SECTION 5.0 EVALUATION AND SELECTION PROCESS

SECTION 6.0 SUBMISSION OF PROPOSALS

The following attachments are included in this RFP.

Attachment A Project Invoice StandardsAttachment B Project Data Standards & RequirementsAttachment C District SBE Information

Attachment D District Equal Employment Opportunity FormAttachment E Task and Hour Summary FormAttachment F NEORSD Cost Summary FormAttachment G NEORSD Non-Disclosure Agreement

The following exhibits are included in this RFP.

Exhibit A Southerly Renewable Energy Facility Project Control System Workshop Summary of Findings and Recommendations

Exhibit B Southerly Renewable Energy Facility Project, Contract 28 DesignSpecifications and Plans Table of Contents and section 13401

Exhibit C Southerly Renewable Energy Facility Project, Contract 28B DesignSpecifications and Plans Table of Contents and section 13401

Exhibit D NEORSD Plant Automation - Standards and Conventions Manual

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1.0 INTRODUCTION

1.1 PROJECT BACKGROUND

The Renewable Energy Project for the Northeast Ohio Regional Sewer Districts (NEORSDs)Southerly Wastewater Treatment Center consists of the construction of a new Renewable EnergyFacility that includes a biosolids conveyance system, nine high-solids centrifuges, three fluidizedbed incinerators, a steam turbine generator system that will produce electricity from the excessheat in the incinerator exhaust gases, and a new instrumentation and controls system. There are20 to 25 processes in the new facility that will require automation.

After the new facility is placed into service, the plants four existing multiple hearth incinerators,sludge thermal conditioning system and associated equipment/systems will be phased out. Inaddition, the Centers current monitoring and control facility will be relocated from its existinglocation to the new Renewable Energy Facility.

Southerlys Renewable Energy Project consists of six separate construction contracts. Of those,two have monitoring and control systems. The new fluidized bed incinerators and associatedequipment were procured under Southerly Contract 28B, which was awarded to InfilcoDegremont in November 2008. Southerly Contract 28 (Renewable Energy Facility Project) wasawarded to Walsh Construction in December of 2009. Under this contract, Walsh will constructthe new Renewable Energy Facility, procure and install all required equipment and install thefluidized bed incinerators and ancillary equipment procured under Contract 28B.

The notice to proceed for Southerly Contact 28 will be issued to Walsh in February 2010 and thescheduled contract completion period is 39 months.

Given the complexity and overall importance of this project, there is the need to ensurecoordination and integration between Contract 28B and Contract 28 to minimize risk and toensure that the final system meets the Districts needs and the requirements specified by theDistrict and its design consultants. To accomplish this, it was agreed that the level of automationfor this project warrants the services of an independent Program System Integration Manager(PSIM) to oversee the implementation of the proposed automation systems and to help developadditional enhancements that can be gained through coordinated process control.

1.2 PROJECT PERFORMANCE REQUIREMENTS

The following information summarizes the project performance requirements on which thecandidates can base their proposed technical approach. These requirements were derived fromthe Southerly Renewable Energy Facility Project Control System Workshop Summary ofFindings and Recommendations referenced as Exhibit A and from the Plans and Specificationsfor Contracts 28 and 28B which are referenced in Exhibits B and C. The District will beevaluating each candidate team on their approach to the project and in addition, the District willalso consider alternative creative approaches that provide value to the District for this project.

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For the purpose of this RFP, the "Project" will be the services proposed as those for the PSIM asdescribed below.

1.2.1 Role of the Program System Integration Manager (PSIM)

The PSIM will be a management entity that is established to provide guidance,direction and oversight to the District and the Renewable Energy Facilitys designengineers, manufacturers, and contractors for the system integration work. ThePSIM will perform the coordination role with clear responsibilities and authoritiesrelated to implementing the system integration.

A further breakdown of the role and requirements for the PSIM is defined inSection 2.0 of this RFP, Scope of Services. In general, at a higher level, theProgram System Integration Manager would perform the following:

Coordinate and lead control system integration meetings with District, andits design engineers, Contractors, subcontractors, equipmentmanufacturers, etc.

Coordinate automation integration of all parties on the project, includingI/O lists, communication transfers, documentation, data mapping andaddressing assignments, and related activities

Monitor loop checks, startup and testing of automation systems

Ensure compliance with District standards throughout project

Coordinate system integration work with Contract 28B, Contract 28,Southerly Operations personnel, District Automation Group, and DistrictEngineering personnel

Facilitate and coordinate all system integrator work

Document final system architecture configuration and settings

Address sequencing of contracts and impact to the system-wideWonderware HMI deployment

.

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1.2.2 System Integration

It is important to maintain clear lines of responsibility for implementation of

Contract 28B and Contract 28 instrumentation and control systems, so that eachintegration effort has a clearly defined scope. In general, this coordination effortinvolves major package and ancillary equipment coordination for:

Device/Component Installation

Hardwired and Soft Interlocks

Soft I/O (Input/Output) Communication

Control logic development and implementation

Operator Interface Terminal (OIT)/Local Operator Station (LOS) and HMI(POS) configuration

Factory Testing

Loop checking, startup and commissioning

1.2.3 Project Goals

It is the goal of the District to achieve a fully automated monitoring and control

system for the Renewable Energy Facility that will integrate the systems beingsupplied by Walsh under Southerly Contract 28, the systems being supplied byInfilco Degremont under Southerly Contract 28B with the Districts newWonderware Industrial Application Server HMI software that is being installed bythe District at Southerly and throughout the Districts other facilities.

In general, the PSIM will provide assistance in the:

Implementation of a new system that integrates automatic control into theoperations of Southerlys new Renewable Energy Facility and associatedsystems.

Construction of a sustainable automation system that can be easily andcost-effectively utilized by District operations, maintenance, andmanagement staff.

Upgrade of Southerlys plant HMI (Human-Machine Interface) systemsfrom Cimplicity to Wonderware. The procurement and installation of theWonderware System Platform 3 software will be provided by the District

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and by the contractors as specified. Related training and support servicesassociated with the upgrade to the new Wonderware platform will beprovided as part of a contract with the Wonderware vendor. It will be theresponsibility of the PSIM, however, to ensure there is coordination

between the systems which make up the Southerly Renewable EnergyFacility Project Contracts 28 and 28B and the new District-wideWonderware system architecture.

Creation of a system that seamlessly integrates across 28 series contractwork areas and District-upgraded facility areas with a common look andfeel.

Each of these points is defined in greater detail in Section 3 of Exhibit A,Southerly Renewable Energy Facility Project Control System Workshop Summary of Findings and Recommendations

1.2.4 Available Information

If the Candidates wish to examine any documents not already provided as anAttachment or an Exhibit to this RFP, the District will determine if suchdocuments will be made available to all candidates. For document requests,contact Scott Sander by calling (216) 641-3200, ext. 4317 or by [email protected] no later than 10 days before the proposal due date.

Documents listed as attachments and exhibits of this RFP will be distributed at thepre-proposal meeting. Meeting attendance is mandatory for prime proposers and

recommended for all candidate firms. Submission of a signed non-disclosureform is required to receive the attachments and exhibits.

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2.0 SCOPE OF SERVICES

The scope of work for the PSIM shall generally consist of the tasks as outlined below. The tasksas described are the means and methods developed by the District and its consultants and

intended as the basis of scope of the Candidate proposals.

DISTRICT RESPONSIBILITIES:

The District will provide office space for a maximum of two PSIM personnel at a trailer locatedat Southerly.

The District will provide standards and practices, and other required documentation.

The District will discuss and detail goals and provide guidance for this project.

PSIMS RESPONSIBILITIES:

The PSIM shall provide a full complement of professional services that will assist the District inmanaging the implementation of the monitoring and control system for the Southerly RenewableEnergy Facility. These services will be referred to as Program System Integration Managementand Programming Services. The PSIM shall work with the Districts Engineering &Construction Department and Operation & Maintenance Department, and design consultantpersonnel who will indicate system needs and assist in achieving the Districts desired scope ofwork.

The PSIM shall carefully consider the input by the District, design consultants, contractors and

manufacturers personnel, but manage based on their own experience and ability. The PSIM shallbe responsible to oversee the implementation of a complete and workable monitoring and controlsystem in accordance with the requirements of the scope of work.

The PSIM should be familiar with the Districts requirements and design standards as discussedin Section 1.0 and included in this RFP as Exhibit D. This would include understanding therequirements identified to meet the performance and operational objectives of this essentialcontrol facility. For the purposes of proposing and presenting on the basic services identified inSection 2.1 below, the candidate should consider the Project identified in Section 1.0.

2.1 SCOPE OF SERVICES FOR PROJECT

The scope of work for the Program System Integration Management and ProgrammingServices Project should include the following tasks:

2.1.1 Project Management Plan

Within 30 days of the Notice-to-Proceed the Consultant shall provide a detailedProject Management Plan that includes critical processes and management

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activities that ensure compliance with the project schedule, risk and budgetrequirements. Included in the management plan will be:

Team integration organize a project management team consisting of the

PSIM, District staff, Contract 28 Project Manager, Contractor, etc. anddiscuss the project management team responsibilities, assigning ofactivities, and integration of the programming team to meet projectobjectives and program standards.

Schedule management include description of task tracking activities,critical path scheduling format, and tracking for the integration of softwareunder the Southerly Renewable Energy Facility Project. This will includethe identification of the scheduling system consistent with the programwork breakdown structure in Primavera P6.

Progress reporting - include project management instructions formeasuring performance and reporting completion status including a lookback, look forward and critical issue resolutions.

QA/QC description of the project quality assurance and quality controlsystems recommended to manage quality related problems and/or ownerreviews of proposed submittal documents and deliverables.

SBE subcontracting plan include the process description for analyzingsubcontracting work opportunities for small businesses once the projectelements are defined. See section 3.5

Risk management include a description of the candidates riskmanagement plan(s) considering all project related risks and mitigationmeasures to alleviate those risks. This should include confirmation thatthe candidate understands program management risk register requirementsand method for developing and maintaining this register as a mainprogram support tool.

2.1.2 Project Kick-Off Meeting

Within 30 days of the Notice-to-Proceed the PSIM shall schedule a project kick-

off meeting with all relevant stakeholders. This shall include appropriateNEORSD personnel, project design, and construction staff. The PSIM shallprovide agenda, facilitate meeting, and record and distribute meeting minutes.

2.1.3 Preliminary Program Schedule

The PSIM must provide a schedule that meets the milestone requirementsdescribed in Section 4.0 of this RFP.

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2.1.4 Coordination and Progress Meetings

The PSIM shall attend all Coordination and Progress Meetings described insection 13401 of Exhibits B and C, and all pertinent weekly construction contract

progress meetings.

The PSIM shall conduct additional System Integration Review Meetings asnecessary to maintain overall programming coordination and to receive andreview comments regarding the monitoring and control system integration. Thesemeetings should incorporate appropriate District staff, Contractor personnel andmembers of the programming team and include identification of work last period,work to be completed next period, critical action item status, and responsibleparties to complete actions. Budget or schedule problems shall be identified andcorrective actions noted. The PSIM shall provide a summary of the meeting andmeeting minutes that the PSIM shall issue to all participants.

The PSIM and key lead staff representing the various areas of discussion shall bein attendance for the review.

The PSIMs QA/QC review staff shall be available by phone to answer anyquestions regarding their review.

2.1.5 Monthly Progress Report

The PSIM shall submit a monthly Program System Integration progress reportwhich shall clearly delineate the current status of the system integration portion ofthe project, what has been accomplished to date, what work is remaining and the

planned activities for the next two months. Prior to submittal of the report, theQA/QC team shall review and provide comments as required according to theapproved Project Management Plan. The report shall be referenced against theongoing project schedule and budget and shall identify any added risks to theproject that might have developed since the last report. Monthly progress reportsshall include financial reporting information that the District can review andrecommend approval or rejection of progress payments. See Section 2.1.9

The monthly reports shall be delivered to the District on or before the 21st day ofthe following month. The consultant may be required to submit separate monthlyreports for individual tasks as determined by the District.

The Consultant shall be responsible for maintaining the list of actionable items,issues, and risk logs and related documentation.

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2.1.6 Task Coordination

One of the fundamental responsibilities of the PSIM will be to supervise thecoordination of the software implementation between all programming entities.This task shall include, but not be limited to, the following:

Lead the coordination effort among all parties involved for implementingDistrict standards and vision

Lead workshops for control system narrative reviews, graphic HMIdevelopment reviews, and other mandatory coordination workshopsidentified in paragraph 1.4 of section 13401 of Exhibit B. Provideguidelines for means and parameters for historical data logging

Attend all Factory Testing involving control systems. Overseas travel isnot anticipated.

Oversee and assist in coordination of testing, training, commissioning,submittals, O&M manuals, hardware & software, workshops, andprogramming.

Provide oversight in the integration of the new systems into the existingplant HMI/PLC/OIT systems as well as the interfaces/integration of allinstrumentation, signals, and communication between all contracts duringconstruction. Also see item 2.1.11

Coordinate with the Districts in-house project to transition from GECimplicity to Invensys Wonderware System Platform 3

Provide input regarding parallel operations during installation andcommissioning of Contract 28 and 28B equipment and software.

Provide coordination between contractors for data logging and alarm &event logging

Maintain a complete, current set of coordinated ISA instrumentation

specification forms (ISA TR20), loop checkout sheets, PLC I/O mapping,PLC logic, Panelview configurations and communications, Devicenetconfigurations, EDS (Electronic Description) files, Ethernet devicenetwork settings, switch configurations, HMI point and objectconfigurations, logging settings, and alarm and event information.

Prepare documentation above for insertion into the Districts IAS(Information Access System) application database.

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Provide training as required for overall integrated systems

Provide coordination and prepare data transfers of all project logged datapoints from the contract-provided Wonderware historian to a District-

owned Oracle database.

Document final system architecture configuration and settings and preparerecord drawings. Determine overall business and technical requirementsfor project-provided HMI system and CEMS system and integrate withDistrict business process model and data requirements. Maintain inelectronic format.

Track and manage budget and schedule compliance for work implementedunder this contract

2.1.7 HMI Configuration and Programming

Configure and program HMI machines designated for Owner programming asnoted below:

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Name Location

Programming/

Configuration

Application

softwareConfiguration

requirements

Biosolids Handling

HMI Server,Incinerator HMI

Server (2)

CommunicationRoom

Owner

HMI SERVER

1,2,3,4,5,6

Biosolids HandlingHMI, IncinerationHMI, Central Plant

HMI (4)

BiosolidsHandling andIncineration

Control Room

Owner

HMI CLIENT

1,2,3,5,6

Video ProjectionPC/HMI

BiosolidsHandling andIncineration

Control Room

Owner

HMI CLIENT

1,5,6

ProgrammingLaptops (10)

CommunicationRoom

Owner

HMIDevelopment,RS Logix5000,RS View ME

1,2,5,6

Workstation(spare/training) (4)

CommunicationRoom

OwnerHMI Client

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Number Notes

1 Network addressing, operating system configuration, establishing operatorprofiles, security, addressing

2 Development of District compliant HMI graphics, merging galaxies,combining applications for consistency, mapping data addresses

3 HMI development, configuration, and application.

4 Server configuration, galaxy configuration,

5 Hardware configuration

6 Loading HMI applications

Related subtasks include:

Train NEORSD staff on operation and monitoring via the HMI graphicsprovided

Train technical staff on PLC and HMI configurations provided

2.1.8 Existing Control System Standards and Conventions

NEORSD Plant Automation - Standards and Conventions Manual is included inthis RFP as Exhibit D. The PSIM shall become very familiar with the contents ofthis manual in order to address the various aspects of the programming effort and

to offer assistance in the generation of new standards being developed by theDistrict.

2.1.9 Project Management

Project management is a critical activity to be included within the execution of alltasks identified above. The District is implementing Phase 2 of its CapitalImprovement Plan Program Management contract that will provide projectmanagement guidelines that build on past practices and augments these practiceswith enhanced project management procedures, guidelines, and tools. TheDistrict project manager as well as the PSIMs project manager will be expected

to utilize these procedures and tools in the execution of the PSIM-28 project.These procedures will be related to cost estimating, scheduling, projectdocumentation, risk management, QA/QC, and others required to enhance budget,scope and time management.

In order to ensure that this improvement project is successfully completed in atimely manner and to the satisfaction of the District, the following projectmanagement items are being included in the scope of work for this project:

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2.1.9.1 Monthly Project Summary Report

The PSIMs project manager shall prepare a monthly project summarydetailing the following items (items that are required as part of the standard

invoice need not be duplicated for the monthly reports):

1. A listing of work performed during the month and a listing ofanticipated work during the next two months. Information shall be brokendown by Tasks and Subtasks.

2. PSIM person-hours utilized to date, along with total person-hoursallocated. This shall be done for each Task and Subtask.

3. Sub-consultant hours, including SBE person-hours utilized to date,along with total person-hours allocated for each Task and Subtask. (Theperson-hours shall be broken out separately for each of the Sub-consultants)

4. PSIMs Direct Labor, Indirect Costs, Other Direct Costs and Profitexpended to date, along with the negotiated Direct Labor, Indirect Costs,Other Direct Costs and Profit for each Task and Subtask, along with currentbalances.

5. The percentage of Direct Labor on which local taxes have been paidto member communities (those serviced directly by the District).

6. An updated, cost-loaded CPM schedule in Primavera P6 format.

7. Cash Flow projections: baseline, actual, and updated projectionincluding SBE cash flow

Invoices for the period covered in the report will not be paid until themonthly report is delivered to and approved by the District.

2.1.9.2 Project Meetings

The PSIMs Project Manager shall meet, in person, with select Districtpersonnel weekly to review the progress of this project and to discuss anyoutstanding issues and potential problems. It is also recommended that thePSIMs and the Districts Project Manager hold telephone discussions on aweekly basis.

2.1.9.3 Monthly Invoices

The PSIM shall submit to the District monthly invoices detailing costsincurred in conjunction with this project. Each invoice shall cover aperiod of one calendar month (or a four-week time period) and shall besubmitted to the District within six weeks after the end of each billingcycle.

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Prior to the start of this project, the PSIMs Project Manager shall meetwith District personnel to review the Districts invoicing requirements andformat.

In the event that work is not progressing in a manner which is satisfactoryto the District, monthly progress payments may be reduced.

The recommended Project Management hours should be included in eachof the specific tasks previously mentioned.

1.2.10 Additional Services

The District may require additional services from the PSIM for items notspecifically included in the aforementioned Tasks. These services may consist of,but not be limited to, additional programming or configuration services. It is theDistricts intent to include $200,000 as an addition to the amount proposed by thecandidate for Additional Services.

The funds contained within this task will only be used with the writtenauthorization of the Director of Engineering and Construction. The District willnegotiate the actual scope of work and cost requirements for the additional workwith the PSIM on an as-required basis.

2.1.11 HMI Galaxy Integration

It is critical to the Districts long-term success to migrate all of the contract-provided systems into the Districts overall automation system. Provide

assistance and tools to migrate contractor-provided Wonderware HMI systemsinto the overall system at the end of construction. This includes the followingsub-tasks:

Coordinate contractor naming of HMI objects such that duplicate objectnames are avoided

Coordinate contractor provided galaxy area naming to fit into theDistricts hierarchy

Prepare plan for migrating contractor-provided HMI systems into the

Districts overall galaxy

Document objects to be migrated, including variables and sub-objectsettings

Provide software checking tools to validate imported objects against theDistricts system, such as SafeMerge or scripted object comparison.

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Provide personnel to migrate contract-provided systems and assist Districtstaff in verifying correct operation of imported objects, including datalogging and trending.

Provide personnel and assistance to transfer or otherwise incorporatehistorical data from contractor-provided systems into the Districts HMIhistorian database, and provide assistance in configuring data transfers ofthat data to the Oracle reporting system database. Specifically, thisincludes translation table preparation from object-level tags to reportingpoint tags for ODMS use.

After transition, archive contractor-provided HMI systems

2.2 TRANSFER OF RECORDS

It is the intent of the District that the work effort be conducted in a manner thatmaximizes the Districts flexibility regarding follow-up studies or design related effortsand other District projects. Software and software programs that would be necessary toachieve this shall be made available to the District. Utilization of proprietary software,which cannot be made available to the District at the end of this project will not beallowed.

All records (project reports, meeting notes, data files, project data, electronic files, etc.)generated shall be the property of the District and shall be turned over to the District uponcompletion or as directed.

All deliverables shall be required to be delivered to the District in hardcopy andelectronic (original software and PDF) format. Depending on the size of the electronicdeliverables, the PSIM may be required to provide and utilize portable hard drive(s) fordelivery.

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3.0 PROPOSAL CONTENT AND FORMAT

Each candidate shall submit one original and seven (7) copies of the qualifications and technicalproposal. All material submitted shall have a font size equivalent to Times New Roman 12 pt or

larger, and proposals shall be printed on double-sided recycled paper. Proposals shall be nomore than 60 printed pages and the font size shall be equivalent to Times New Roman 12 pt orlarger. The page count includes all submitted information including project team rsums. An11x17 page shall count as two pages. The following information shall be included in thetechnical proposal:

3.1 EXECUTIVE SUMMARY

3.2 QUALIFICATIONS

Because of the critical nature of the work described within this Request for Proposals, theDistrict wishes to obtain services from highly experienced and qualified firms. Requiredqualifications of the firm include:

A demonstrated record of prompt positive response to field failures.

A record of prompt deliveries in accordance with contract obligations required forprevious projects

Demonstrated experience record of successful installations for a minimum ofthree years.

For all Rockwell and Rockwell partner equipment and software, the PSIM shallbe a Rockwell listed and certified Solution Provider. Secondary preference shallbe given to Rockwell listed System Integrators.

Versed in the ContolLogix and CompactLogix hardware. The PSIM shall beversed in the use of RS Logix 5000.

Familiar with RSNetWorx for Ethernet and DeviceNet configuration.

Knowledgeable in the use of FactoryTalk AssetCentre.

Shall have used either FactoryTalk View (preferred) or RSView32 for PanelViewconfiguration.

Shall be a Wonderware solution provider. Individuals to be proposed for theWork shall be Wonderware System Platform 3 certified.

ISO 9001 certification. If System Integrator does not have this certification, then

they shall demonstrate their quality processes and procedures to the District.PSIM shall be subject to a quality management audit by the District or theDistricts representative.

It is preferred that the PSIM be a member in good standing of the Control SystemIntegrators Association (CSIA) or endorsed by other industry organizations. Certifiedmembers of CSIA are preferred.

.

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The firms must be able to staff this project with qualified individuals who shall becommitted to this work from inception through completion.

The candidate shall describe the availability and the commitment of resources for this

project. A discussion of the commitment and availability of key project personnel(proposed PSIM and designated task leaders) shall also be included.

The candidate must honor their proposal in that all proposed individuals must be assignedto the project. Substitutions will not be made or allowed for the convenience of thecandidate. In the event a proposed individual becomes unavailable then the firm mustpropose in writing a substitution. The District reserves the right to accept or reject anyand all proposed substitutions.

The candidate must demonstrate within their statement of qualifications that they havestaff available to assume the responsibilities of the proposed Program System IntegrationManager, proposed key engineers and resident experts, proposed key programmers, andproposed financial administrator in the event that the proposed individuals becomeunavailable.

3.2.1 Project Team Qualifications

Include the rsum and office location of the proposed PSIM and their proposedtime commitment to the project. The District reserves the right to approve theproposed PSIM, and if that individual leaves the firm during the project, tosubsequently approve their replacement.

Rsums of key staff members and/or subconsultants proposed to work on the

project as well as the guaranteed back-up personnel. The roles proposed for eachsubconsultant as well as their qualifications in that area shall also be identified inthe proposal. The District fully expects that personnel included in the proposalwill be assigned to the project. Any personnel added to the project team orchanges of personnel in significant roles shall be subject to advance approval bythe District.

The individuals proposed by the candidate for the management, programming,contract administration, and other professional services must meet all therequirements as outlined within this RFP or their submission shall be eliminatedfrom consideration. The candidate shall provide a list of projects where key staff

have functioned in their proposed role. The information for these projects shallinclude, at a minimum, the following: project description, key staff role, client,client contact, construction cost, and year completed. This information shall beprovided for the following key positions:

3.2.1.1 Proposed Project Manager

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The candidates proposed PSIM project manager must be experiencedin large multi-disciplined projects of the magnitude and complexity ofthe Southerly Renewable Energy Facility Project. The candidatesproposed PSIM project manager must have within the last five years

managed a project that included instrumentation, HMI and PLCprogramming integration and oversight and covering a range ofdisciplines identified in Paragraph 3.2.1.2 below. It is expected that thecandidates proposed PSIM would manage the team within its localCleveland office and be available for frequent personal onsiteinteraction with the District project management team.

It is preferred that the candidates proposed project manager be aRegistered Professional Engineer. The project manager must have atechnical background in process controls.

3.2.1.2 Proposed Key Team Members

The candidates proposed key team members must be experienced inlarge multi-disciplined projects of the magnitude and complexity of theSoutherly Renewable Energy Facility Project. The candidatesproposed programming team members must also have within the lastfive years lead tasks within their area of expertise covering a range ofsoftware programming similar to the Southerly Renewable EnergyFacility Project. The candidates proposed field work team membersmust also have within the last five years lead tasks within their area ofexpertise covering a range of field work similar to the SoutherlyRenewable Energy Facility Project.

The following capabilities must be demonstrated in the candidatesresponse to the RFP:

Instrumentation and control

HMI software implementation

PLC software implementation

Networking

The candidates proposed key experts must be very familiar with the

Wonderware System Platform and Allen-Bradley ControlLogixprogramming platforms and have utilized their experience with thesevendors products within the last five years for a minimum of twoprojects with similar scope and nature to the Southerly RenewableEnergy Facility Project.

3.2.2 Project Experience

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The prime firm proposing this work must meet all the requirements as outlinedwithin this request for proposal or their submission shall be eliminated fromconsideration.

The candidate must be experienced in system software integration. The candidateshall provide a description of three (3) projects completed in the last ten years.

A statement of the candidate's team qualifications, including a description of three(3) of the most recent projects/programs/efforts that included similar scope ofwork for the prime firm (and relevant subconsultant experience) must beprovided. The following information shall be included for each project:

1. Project title

2. Firm name

3. Role of firm

4. Proposal team members involved

5. Facility description

6. Project description

7. Client name

8. Client contact (address, phone, e-mail)

9. Year completed

10.Total consulting fee ($)

11. Construction cost at time of completion ($)

3.3 TECHNICAL APPROACH

The candidate shall prepare a technical approach section with the proposal that covers thetask descriptions for the Project discussed in Section 2.1 of this RFP. The technicalapproach shall be consistent with the detailed descriptions of the project scope presentedin Sections 1.0 and 2.0 of this RFP.

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3.4 LOCAL PARTICIPATION

For the purposes of this RFP, local shall be defined in accordance with SBEdeterminations; Cuyahoga, Lake, Lorain, and Summit counties. A summary of the

proposed percentage of the work to be performed by personnel located locally shall bepresented by the candidate.

The Districts goal for local participation for this project is 50%

Include the locations of the office(s) where the professional services are to be performed.The level of staffing dedicated to a local office shall be clearly stated.

3.5 SBE PARTICIPATION

The candidate shall provide a summary of the proposed percentage of Small BusinessEnterprises (SBE) participation in the project. The Districts goal for SBE participationis 0%, however, participation is encouraged. The scope of SBE participation shall notinclude Additional Services tasks. The proposal shall include a statement indicating:

Portions of the project to be assigned to SBE businesses in a responsible role;

Other portions of the project that will involve contribution by SBE firms;Statement of the overall percentage of SBE involvement; and

Principal contact information for each SBE firm.

The SBE firms proposed as part of this project team shall be certified with the District atthe time of proposal. Questions regarding the Districts SBE program shall be addressed

to Ms. Tiffany Jordan, the Districts Contract Compliance Manager at (216) 881-6600Ext. 6640. Information about the Districts SBE program is included as Attachment C.

3.6 SCHEDULE

The candidate shall include a description of its critical path logic in delivering this projecton time and within the budget identified in their respective proposals. The candidateshall include a preliminary schedule in the section and include the methodology formaintaining and updating the schedule as this project progresses. The schedule provided

must be in Primavera P6 and comply with the schedule requirements described in Section4.0 of this RFP.

3.7 TASK & HOURS

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Provide Task and Hour Summary Forms (Attachment E) for each Task and Subtaskoutlined in Section 2.0 of this RFP. An electronic file spreadsheet in Excelformat of theTask and Hour Summary Forms accompanies the RFP for the firms to use in theproposal. An electronic file in Excel format of the Task and Hour Summary Forms

completed by the Candidates shall be submitted with the proposal. Candidates shallbreak the project down by the top-level tasks identified in the Scope of Work. The totalof the hours for all tasks shall reflect the total estimated effort needed to perform theentire project as outlined in the RFP. Hours in all tasks shall be identified by laborcategory for each activity. Note that these forms do not count against the 60-page limitof the proposal.

As described above, the candidate will need to propose hours for the Project scopeidentified in Section 2.0 for the purposes of comparing all proposals in a consistentformat.

All proposed subconsultants shall also have a Project Team Task and Hour SummaryForm in the proposal. The District will use this and the other forms to assist in evaluationof the proposals. The District reserves the right to request additional Task and HourInformation. A prompt response of one (1) working day shall be adhered to in theserequests. Firms may prepare their own task and hour forms as long as the tasks areidentified and the labor classifications and associated hours are clearly listed.

The Districts estimate of probable effort anticipates two field personnel forapproximately 42 months. The PSIM project management is anticipated to require halftime. Factory test participation, database work, or other tasks may or may not requireeffort beyond that amount of hours. However, this estimate should not be construed as aproposal recommendation; the candidates should propose effort based on their experienceand understanding of the scope such that the Districts goals are met in an effectivemanner.

Do not provide attachment F with the proposal. Costs and fees will be negotiated withthe successful candidate following selection.

3.8 CERTIFICATION FORMS

The candidate shall provide a statement indicating that the Candidate has examinedbackground reports and data and agrees to acquire the additional information needed toperform all aspects of the work as outlined in this Request for Proposal.

The candidate shall provide statements confirming that no personal or organizationalconflicts of interest are known to exist.

The candidate shall provide in this section of the proposal a notarized copy of theDistricts Bidders Equal Opportunity Report.

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The candidate shall provide in this section of the proposal an executed copy of theDistricts Non-disclosure Agreement.

Note that these forms do not count against the 60-page limit of the proposal.

3.9 RESUMES

The candidate shall provide in this section all resumes in addition to the key personnel

described in the proposal Section 3.2 description above.

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4.0 PROJECT SCHEDULE

Time is of the essence in the implementation of the SOUTHERLY RENEWABLE ENERGYFACILITY PROJECT Program System Integration Management and Programming Services

Contract.

It is anticipated that the PSIM have two staff people on-site on or before May 1, 2010, and thatthe construction will finish in 2013. It is further anticipated that the HMI Galaxy Integration task(2.1.11) and closeout may take up to 6 additional months.

Related Contracts:

Contract 28BNotice to Proceed: January 19, 2009Initial Submittals: 120 days from Notice to ProceedDetailed Submittals: 180 days from approval of all initial submittalsDelivery of PLC Programming: 210 days from approval of all detailed submittalsEquipment Delivery: 625 to 1,000 days from Notice to Proceed, subject to approval of alldetailed submittals within 390 days from Notice to Proceed

Contract 28Anticipated Notice to Proceed: February 2, 2010Completion of Contract 28: 1170 days from Notice To Proceed

The candidates SOUTHERLY RENEWABLE ENERGY FACILITY PROJECT ProgramSystem Integration Management and Programming Services project schedule must comply with

these milestone dates. Creative ideas that add value to the Districts implementation of theSOUTHERLY RENEWABLE ENERGY FACILITY PROJECT Program System IntegrationManagement and Programming Services must also consider that these dates are set in the masterprogram schedule.

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5.0 EVALUATION AND SELECTION PROCESS

Once all Qualifications and Technical proposals have been received, the following steps will be

followed to select the PSIM:

1. The written Qualifications and Technical Proposals will be evaluated and scoredby a District Selection Committee utilizing the following criteria:

Written Qualifications (30% of Total Score)

Project Team 5 points

Proposed PSIM Project Manager 5 points

Experience of proposed team and staff on similar projects 5 points

Clarity and organization of proposal 5 points

Local Participation 5 points

SBE Participation -5 points (0 points are awarded for meeting the goal of 0%, up to 5points awarded for exceeding the goal)

Written Technical Approach (40% of Total Score)

Project Understanding 15 points

Proposed methods to accomplish scope of work 15 points

Ability to meet proposed schedule 10 points

2. Upon completion of the scoring and ranking of the written submittals, the Districtmay select up to three (3) of the top ranked firms to deliver a presentation and provide

further clarification of their approach. The District will prepare and submit a list ofquestions to each of the short-listed firms to address during their interview.

The District may allot up to 90-minutes for the presentation and interview, including a 30-minute question and answer period. Key project personnel will be expected to take the lead inpresenting and answering questions regarding the technical proposal. Upon completion of thepresentations, the District selection committee will score each firm according to thefollowing criteria:

Presentation and Interview (30% of Total Score)

Quality and clarity of presentation 5 points

Project Managers ability to communicate project understanding 10 points Identification of project-specific risks and plan to manage them 10 points

Adequacy of Response to District Questions 5 points

3. The scores for the Presentation and Interview will be combined with the scoresfrom the evaluation of the written submittals to determine the overall ranking of the short-listed firms.

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4. The District will enter into negotiations with the highest ranked firm to develop afinal and mutually agreed-upon scope and fee. The District will require that the fee includea fee of 10% and a fee at risk of 5% dependent on successfully meeting key performanceindicators (KPIs). These KPIs would be mutually agreed upon as part of the negotiations

and may include, but not be limited to, items such as meeting schedule requirements,submission of fully detailed operational strategy and PLC logic flowcharts, submission ofaccurate as-built documentation, including PLC wiring drawings, loop drawings, and ISA-compliant instrumentation documentation, implementation of integrated tag and objectnaming across contract and District systems, and related activities. If agreement cannot bereached with the highest ranked firm, the District may initiate negotiations with the nexthighest ranked firm.

5. Upon reaching agreement on the scope and total not-to-exceed fee for the project,the Selection Committee will make a recommendation to award to the Districts ConsultantReview Committee (CRC) for review.

6. Upon approval by CRC, District Staff will report to the Board of Trustees andmake a recommendation to enter into a contract based on the outcome of the negotiations.

The selected firm cannot commence work on any aspects of the project prior to the Boardapproval and subsequent execution of the Districts standard professional services contract.

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6.0 SUBMISSION OF PROPOSALS

One original and seven (7) copies of the technical proposals are to be delivered to:

Julius Ciaccia, Executive DirectorNortheast Ohio Regional Sewer District3900 Euclid AvenueCleveland, Ohio 44115-2504Attn.: Kellie Rotunno, Director of Engineering & Construction,

Contract PSIM 28

Deadline for submission of proposals is 4:30 P.M., February 18, 2010.

Late submittals will not be considered.

A mandatory (for candidate firms that will propose as prime) pre-proposal meeting will be heldat 1:00 P.M. on February 2, 2010 in the 3 rd Floor Conference Room of the Northeast OhioRegional Sewer Districts (District) George J. McMonagle Building, 3900 Euclid Avenue,Cleveland, Ohio.

All questions regarding this RFP shall be directed to Scott Sander by calling (216) 641-3200, ext.4317 or by contacting [email protected]. Questions will be accepted until 10 days before theproposal due date.
mailto:[email protected]:[email protected]

Primavera Project Management P6 Presentation4

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