Treasure Island Project - San Franciscomission.sfgov.org/OCA_BID_ATTACHMENTS/FA55269.pdfJobs Corps,...

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Page 1 of 10 Request for Statements of Interest and Qualifications (“RFQ”) For As-Needed Testing & Inspection /Specialty Inspection Services Treasure Island Project Issue Date: January 25, 2019 Title: Testing & Inspection/Specialty Inspection Services Job Code: PROFESSIONAL SERVICES Issuing Entity & Address: Treasure Island Community Development (TICD), LLC c/o Wilson Meany Four Embarcadero Center, Suite 3330 San Francisco, CA 94111 Location of Work: Treasure Island/Yerba Buena Island San Francisco, CA 94130 All inquiries for information should be directed via e-mail to: Joe Antonio E-mail: [email protected] IF SUBMITTALS ARE MAILED, SEND DIRECTLY TO ISSUING ENTITY SHOWN ABOVE. IF SUBMITTALS ARE HAND DELIVERED, DELIVER TO: Joe Antonio TICD, LLC c/o Wilson Meany Four Embarcadero Center, Suite 3330 San Francisco, CA 94111 Sealed submittals for furnishing the services described herein will be received until 4:00 p.m. PST on February 18, 2019. Submittals must reach the above address by the deadline stated. RFQ SCHEDULE RFQ Released January 25, 2019 Pre-Submission Conference February 4, 2019 Deadline for Questions & Clarifications on RFQ February 11, 2019 Written Responses to Clarification Requests February 18, 2019 RFQ Due Date February 25, 2019 Interviews, if needed Week of March 11, 2019 Selection of Qualified Firms Announced Week of March 11, 2019 TREASURE ISLAND COMMUNITY DEVELOPMENT

Transcript of Treasure Island Project - San Franciscomission.sfgov.org/OCA_BID_ATTACHMENTS/FA55269.pdfJobs Corps,...

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Request for Statements of Interest and Qualifications (“RFQ”) For As-Needed Testing & Inspection /Specialty Inspection Services

Treasure Island Project Issue Date: January 25, 2019 Title: Testing & Inspection/Specialty Inspection Services Job Code: PROFESSIONAL SERVICES Issuing Entity & Address: Treasure Island Community Development (TICD), LLC c/o Wilson Meany

Four Embarcadero Center, Suite 3330 San Francisco, CA 94111

Location of Work: Treasure Island/Yerba Buena Island San Francisco, CA 94130 All inquiries for information should be directed via e-mail to:

Joe Antonio E-mail: [email protected]

IF SUBMITTALS ARE MAILED, SEND DIRECTLY TO ISSUING ENTITY SHOWN ABOVE. IF SUBMITTALS ARE HAND DELIVERED, DELIVER TO:

Joe Antonio TICD, LLC c/o Wilson Meany Four Embarcadero Center, Suite 3330 San Francisco, CA 94111

Sealed submittals for furnishing the services described herein will be received until 4:00 p.m. PST on February 18, 2019. Submittals must reach the above address by the deadline stated. RFQ SCHEDULE

RFQ Released January 25, 2019 Pre-Submission Conference February 4, 2019 Deadline for Questions & Clarifications on RFQ February 11, 2019 Written Responses to Clarification Requests February 18, 2019 RFQ Due Date February 25, 2019 Interviews, if needed Week of March 11, 2019 Selection of Qualified Firms Announced Week of March 11, 2019

TREASURE ISLAND COMMUNITY DEVELOPMENT

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A. PURPOSE Treasure Island Community Development (“TICD”) is soliciting Statements of Interest and Qualifications from qualified testing & inspection/specialty inspection firms to provide on-call As-Needed Professional Services for specific tasks associated with the development of the Treasure Island Project ("Project”). The selected consulting firms will be added to a Qualified Vendor List, and, subsequent to a future fee proposal submittal process, may contract directly with a joint venture managed by TICD, the Master Developer of the Project, who will provide direct oversight and management of the scope of work. B. POTENTIAL PROFESSIONAL SERVICES OPPORTUNITIES FOR THE PROJECT

TICD will evaluate responses to this RFQ and establish lists of qualified consultants for the specified disciplines. More than one qualified consultant firm may be approved for each discipline. Subsequent to the pre-qualification process, on an As-Needed basis, TICD will solicit fee proposals from the pre-qualified consultants based on work tasks and dates and schedules of performance. After approval of the fee proposal, TICD and Consultant will execute a Consultant Agreement. Typically, the scopes of work for which qualified consultants will be engaged will be limited scope tasks that support the larger scopes of design work currently underway by TICD’s existing design team. Respondents are asked NOT to contact current members of TICD’s design team. Firms currently under contract or in contract negotiations with TICD include the following:

AECOM – Landscape Architecture (Clipper Cove Promenade & Waterfront Plaza) Andrea Cochran – Landscape Architecture (Building 1 Plaza & Marina Plaza) BCV Architects – Retail Planning BKF/AGS JV – Civil Engineering Office of Cheryl Barton – Landscape Architecture (Cultural Park) CMG – Landscape Architecture (Lead Landscape Architect) ENGEO – Geotechnical Engineering Hood Design – Landscape Architecture (Hilltop Park) Moffatt & Nichol – Shoreline and Ferry Terminal Engineering Pacific Land Surveys – Records of Survey Page & Turnbull – Historic Preservation Terraphase Engineering – Environmental Engineering & Soil and Groundwater Mgmt. Plan Tibbs Consulting – Economic and Energy Consulting

Further description of the scopes of services most likely to be required is included in the attached Exhibit A – Description of Scopes of Work. Disciplines include the following.

Testing & Inspection/ Specialty Inspection Services (“TISI”)

TIDA has adopted program-specific Small Business Enterprise Procedures for work by TICD in the development of Treasure Island/Yerba Buena Island. Qualified Small Businesses are encouraged to respond with statements of interest and qualifications for all disciplines within the Scopes of Work. C. SCHEDULE The project approval procedures have been incorporated into a preliminary schedule as noted below. The pre-construction design review and document approval process for the project entails two

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categories. The first category is the review and approval of master plans. The second category is the review and approval of Major Phase Applications and subsequent to that, Sub-Phase Applications. Improvement Permit Applications follow the Sub-Phase Applications. The scopes of work in this RFQ, along with work performed concurrently by other consultants, is intended to provide the “as-needed” support and documentation necessary to meet the review and approval requirements outlined in the development agreement for the Project, including compliance with EIR mitigation measures.

Vertical Building Ranges

Task

Approx. 2nd Quarter 2019 to 1st Quarter 2022

YBI; Parcel 4Y; Testing & Inspection/ Specialty Inspection Services

Approx. 1st Quarter 2020 to 1st Quarter 2021

YBI; Parcel 3Y; Testing & Inspection/ Specialty Inspection Services

Approx. 1st Quarter 2021 to 1st Quarter 2023

YBI; Parcel 1Y; Testing & Inspection/ Specialty Inspection Services

TBD TI/YBI; Miscellaneous Testing & Inspection/ Specialty Inspection Services

D. PROJECT OVERVIEW Project Description The Project includes a mixed-use community with a wide range of residential, commercial, retail, hotel, civic and community, parks and open space, and wetlands. Additionally, new transportation and utility infrastructure, including a new ferry terminal, will serve the Project. Full build-out of the Project, as approved in June 2011 (Exhibit B – Project Site Plan), will result in public infrastructure, housing and open spaces including:

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8,000 residential housing units across the project site, 25% of which will be offered at below market rates in a mix of both rental and for-sale housing

Up to approximately 100,000 square feet of new office space with accessory parking Up to approximately 140,000 square feet of new commercial and retail space with accessory

parking Adaptive reuse of Buildings 1, 2, and 3 on Treasure Island with up to 311,000 square feet of

commercial/flex space (the adaptive reuse would include approximately 65,000 square feet of additional retail, which, when combined with the 140,000 square feet of new retail, yields a total of 205,000 square feet of retail space proposed on the Islands) with accessory parking

Adaptive reuse of certain of the historic buildings on Yerba Buena Island Up to approximately 500 hotel rooms or Fractional Interest Units New and/or upgraded public and community facilities, including a new joint police/fire station and

funding for upgraded school facilities on Treasure Island, and Developable Lots for the development by TIDA or third parties of the Treasure Island Sailing Center, an Environmental Education Center and other community facilities

New and/or upgraded public utilities, including the water, distribution system, wastewater collection system, recycled water storage and distribution system, storm water collection and Stormwater Management Controls, Developable Lots to accommodate the Wastewater Treatment Facility and other SFPUC improvements

Up to approximately 300 acres of parks and public open space New and/or upgraded streets and public ways Bicycle, transit, and pedestrian facilities Landside services to support a 400-slip marina A ferry quay/bus intermodal transit center (“Transit Hub”)

Project Site The Project, a former United States Navy (“Navy”) base located in the City and County of San Francisco (“City”), is a 465-acre planned urban village located on two islands (Treasure Island itself, as well as a portion of the adjacent and connected Yerba Buena Island). The Project excludes the portions of Treasure Island and Yerba Buena Island that are occupied by the United States Department of Labor Jobs Corps, the United States Coast Guard and the California Department of Transportation. The San Francisco-Oakland Bay Bridge (the “Bay Bridge”) runs through Yerba Buena Island with on- and off-ramps from the island to the Bay Bridge in both directions. The islands are approximately two miles from downtown San Francisco and five miles from downtown Oakland. The Navy, which currently owns the land, will convey the land to the City in phases as after it completes any required environmental remediation. The Project will require substantial site infrastructure improvements to make the land suitable for residential and commercial construction and to provide outdoor and transportation amenities to residents. These improvements will include the following:

Demolition of all existing non-historic structures and utilities Site grading and implementation of certain ground improvements for seismic stabilization and

rising sea levels Installation of new “wet” and “dry” utilities, including electricity, cable and sewer lines, as well a

storm water treatment facility Installation of a new system of sidewalks and streets, as well as bike and pedestrian trails Transportation improvements, including construction of a new ferry quay and terminal Development of public and private parks and open space, including bike and pedestrian trails

E. PHASING

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Due to the long-term nature, the large scale of the work to be completed, and the phasing of the Navy conveyance, improvements will be made in four Major Phases. To further improve the efficiencies of the work required on the island, each Major Phase will be broken into several smaller Sub-Phases. The work for this RFQ includes Major Phase 1 as well as the Sub-Phase 1 (Exhibit C – Phasing Plan). Major Phase 1, which will be the first phase undertaken, includes Yerba Buena Island and a southern portion of Treasure Island.

F. RELEVANT PROJECT DOCUMENTS

We encourage respondents to this RFQ to refer to the following documents for further information about the project that may be useful in the preparation of statements of qualifications. These documents are posted on the Treasure Island Development Authority website at: http://sftreasureisland.org/approved-plans-and-documents

Design for Development (D4D) The Treasure Island and Yerba Buena Island Design for Development (D4D) contains the urban design standards and guidelines that will direct future development within the project. The D4D contains conceptual designs, standards and guidelines for public open space, streets, land use, building massing and design, and parking and loading. This document is a valuable resource for those seeking detailed information about the conceptual project plan.

Disposition and Development Agreement (DDA) The Disposition and Development Agreement (DDA) establishes terms for the redevelopment of Treasure Island and Yerba Buena Island. The entire document is detailed and extensive, and should serve as a general reference; however, several Exhibits to the DDA are particularly relevant to the work being solicited in this RFQ.

DDA Exhibit C – EIR Mitigation, Monitoring, and Reporting Plan (MMRP) The Mitigation Monitoring and Reporting Program (MMRP) has been established to provide for the monitoring of mitigation measures required of the Project, as set forth in the Final EIR. All relevant work performed within the scope of this RFQ must comply with the environmental mitigations described in the MMRP. DDA Exhibit CC – Design Review and Document Approval Procedure (DRDAP) The Design Review and Document Approval Procedure (DRDAP) sets forth the procedures for submitting, reviewing, and approving the designs, plans and specifications for Infrastructure and Vertical Improvements in the Project Site. The work described in this RFQ will be subject to the procedures described in the DRDAP. DDA Exhibit FF – Infrastructure Plan The Treasure Island Infrastructure Plan governs site work and the construction and development of infrastructure (on-site and off-site) needed to support the Project, including streets, street furnishings, potable water, recycled water, firefighting water, joint trench, separate storm and sewer systems, storm water treatment, open spaces, and other infrastructure. Relevant work described in this RFQ shall conform to the design standards, criteria and specifications defined in the Infrastructure Plan. DDA Exhibit GG – Parks and Open Space Plan The Treasure Island and Yerba Buena Island Parks and Open Space Plan describes the parks and open space improvements that will be built as part of the infrastructure and horizontal development of the Project. All work related to parks, open spaces and related infrastructure should be guided by the Parks and Open Space Plan.

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Final Environmental Impact Report (FEIR) The Final Environmental Impact Report (FEIR) provides a great deal of information about the project, including history, regulatory framework, environmental context and potential impacts. The FEIR also contains a list of resources that were consulted in the preparation of the document. The FEIR is a lengthy document that should be used as a reference if more detail regarding specific topics is needed.

Noted below are some additional Projects documents that can be made available to interested firms, upon request:

Treasure Island Geotechnical Conceptual Design Report & Yerba Buena Geotechnical Conceptual Design Report The Treasure Island Geotechnical Conceptual Design Report and Yerba Buena Island Geotechnical Conceptual Design Report present the existing conditions at Treasure Island and Yerba Buena Island, offer short explanations of the geological and geotechnical issues at the sites, and outline solutions for the geotechnical challenges associated with the proposed development.

Final 2013 Site Management Plan The Naval Station Treasure Island (NAVSTA TI) Environmental Site Management Plan (SMP) describes the Navy’s current site-specific strategies and schedules for the ongoing base wide environmental programs.

G. COMPLIANCE WITH TIDA’S ADOPTED SMALL BUSINESS ENTERPRISE (SBE)

REGULATIONS Office of Community Investment and Infrastructure (OCII)-certified Small Business Enterprise (“SBE”) firms as well as Local Business Enterprise (“LBE”) firms certified by the City and County of San Francisco are encouraged to respond with statements of interest and qualifications for all disciplines listed below. The Consultant acknowledges that any executed Consultant Agreement will require it to comply with the applicable requirements of TIDA regulations, including, but not limited to the SBE procedures as described in the following documents, which are posted on the Treasure Island Development Authority (TIDA) website at: http://sftreasureisland.org/tida-board-adopts-developer-small-business-procedures

A. Treasure Island/Yerba Buena Island Jobs and Equal Opportunity Program B. Treasure Island Development Authority (TIDA) Small Business Enterprise (SBE)

Procedures We encourage respondents to this RFQ to refer to Exhibit D – SBE Procedures FAQ’s for further information about compliance for this Project with TIDA’s adopted Developer Small Business Enterprise Regulations. H. CONSULTANT AGREEMENT

(Exhibit F – General Agreement for Consulting Services Template) The Consultant agrees and acknowledges that the list of scopes of work is abbreviated and is not a complete, detailed or exhaustive description of each specific service that must be provided by the

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Consultant pursuant to any executed Consultant Agreement. The Consultant agrees that any executed Consultant Agreement will require it to provide all services necessary to perform the scope of work as required by the terms and conditions of any such executed Consultant Agreement, whether or not such services are expressly identified or described in this RFQ. The Consultant acknowledges that certain services identified and described herein are to be performed together with other parties involved in the Project, and the Consultant agrees that the Consultant Agreement will require it to perform all such services, consistent with applicable standards of professional care, and to cooperate fully with all other parties involved in the Project. The Consultant understands and acknowledges that the performance of services together with such other parties will not relieve the Consultant from any liability or responsibility for his own errors, omissions, negligence and breach of contract or breach of warranty in connection with the provision of services pursuant to the Consultant Agreement. By responding to this RFQ, the Respondent is agreeing to accept and execute the form of the attached General Agreement for Consulting Services. In the event that the Respondent requests revisions to the Consultant Agreement, it must highlight and “mark-up” the Agreement with any said revisions and submit the marked-up Consultant Agreement WITH its statement of qualifications. The extent and nature of any proposed revisions to the contract will be evaluated along with Respondents’ other RFQ submissions. Respondents acknowledge that the form of Consultant Agreement attached is a draft, subject to potential revisions by TICD in order to comply with policies required by the Agency and the City. I. MINIMUM QUALIFICATIONS and EVALUATION CRITERIA

Respondent Qualifications

To become pre-qualified, the Respondent must demonstrate relevant experience to successfully perform their role and responsibilities as described in this RFQ. All firms wishing to be considered for selection on the Project must satisfy the following conditions:

a. Applicable business and professional licenses in good standing; and b. Insurance in good standing.

For those firms satisfying the above minimum standards, qualifying firms may be selected to provide proposals based upon, but not limited to, the following factors:

a. Strength of consultant’s qualifications to undertake the subject scope of services (30 pts.); b. Experience in working with the jurisdictions affecting this project (10 pts.); c. Individual project team members’ experience with projects of similar size/scope (30 pts.); d. Professional references from developers, general contractors, and/or design professionals

(10 pts.); e. Other criteria deemed to be in the best interest of the Project and/or TICD, including

compliance with TIDA SBE Procedures (20 pts.).

J. PRE-SUBMISSION CONFERENCE Respondents are encouraged to attend a Non-Mandatory Pre-submission Conference where representatives of the development team will briefly present the project and answer questions. The meeting will take place at 10 a.m. on February 4, 2019 at the following location: � Admiral’s Conference Room One Avenue of the Palms, Suite 216 Treasure Island, San Francisco, CA 94130

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K. CLARIFICATIONS AND INTERPRETATIONS All questions and requests for clarification for this RFQ shall be submitted in writing to [email protected]. All questions and clarifications received prior to January 23, 2019, 2019 will be responded to at the Pre-Submission Conference on February 4, 2019. All questions and clarifications received after the Pre-Submission Conference and before the deadline for questions and clarifications on February 11, 2019 will be responded to by February 18, 2019. Any clarifications or interpretations that materially affect or change RFQ requirements will be distributed by TICD as an addendum registered Respondents and will be deemed part of this RFQ. L. RFQ COSTS BORNE BY RESPONDENT All costs related to the preparation of a submittal to this RFQ and any related activities are solely the responsibility of the Respondent. TICD assumes no liability for any costs incurred by the Respondent throughout the entire selection process. M. RESPONDENT’S RESPONSIBILITIES Each Respondent is presumed by TICD to have thoroughly studied this RFQ and become familiar with the package’s contents and the location, nature of the sites and scope covered by the RFQ package. Any failure to understand completely any aspect of this RFQ or the proposed sites is the responsibility of the Respondent. It is the responsibility of the Respondent to request any additional documents, including but not limited to TIDA’s regulations that were not provided in this RFQ from TICD, such that the Respondent fully understands the requirements related to the Treasure Island Project. N. NOTICE OF INTENT TO RESPOND TICD would like to track all potential Respondents to help ensure that all information is properly distributed. Therefore, it is requested that each potential Respondent register its interest to:

Joe Antonio Email: [email protected]

By registering, potential Respondents are not bound to submit a response. O. SUBMITTAL REQUIREMENTS

A. Submittals shall be signed by an authorized representative of the Respondent and shall include Respondent’s certification that all information provided in its response to this RFQ is true and accurate. Failure to provide information required by this RFQ may result in rejection of the submittal.

B. Submittals should be prepared simply and economically, providing a straightforward and

concise description of the Respondent’s capabilities for satisfying the requirements of the RFQ. Emphasis should be on completeness and clarity of content.

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C. The Respondent’s submittal shall include:

1. A cover letter indicating the Scope(s) of Work identifying the discipline(s) in Exhibit

A for which the Respondent is submitting qualifications.

2. A description of Respondent’s qualifications to perform the work briefly described in the Scope of Work. Identify a minimum of three (3) and a maximum of five (5) completed projects that best demonstrate firm qualifications to perform the work. For Respondents who are proposing to include work by sub consultants or Joint Venture partners, among these should be Projects completed in the past five (5) years where the Consultant’s team has worked together. Describe the project, identify specific services provided, and provide reference contact information.

3. The organizational structure of the team, including prime consultant team members

and any sub-consultant team members, and identify the type of services for which they will likely be directly responsible. Include the resume of each team member assigned to the project and identify each team member’s office location. Personnel presented in the submittal are expected to be the same personnel involved throughout the life of the project.

4. Consultant fee rate schedules for staff that are expected to work on the project,

effective until end of Quarter 4, 2019. In addition, please provide a yearly rate increase for services through December 2020, 2021 and 2023.

5. If applicable, evidence that the Respondent or its team members qualify as a Small

Business Enterprise pursuant to the requirements of the TIDA SBE Procedures. D. One (1) signed original and six (6) copies of the submittal shall be submitted to TICD. Each

copy of the submittal shall be separately bound.

E. One (1) flash drive containing one file with a clear and legible copy of the entire submittal. The digital file must be provided in Adobe PDF file format.

F. Any information thought to be relevant, but not specifically applicable to the enumerated

Scope of Work, may be provided as an appendix to the submittal. However, any additional information should be concise and focus only on the requirements of the RFQ.

P. PROPOSAL AND SELECTION PROCESS TICD will evaluate all completed, responsive, and qualified submittals. Evaluations will be based on the information provided and in conjunction with the Evaluation Criteria noted herein. TICD may choose to contact previous clients and owners, whether listed or otherwise, to verify the experience and performance of the prospective consultant, their key personnel, and their sub-consultants. Upon completion of the evaluation, selected firms will be added to a Qualified Vendor List. For future As-Needed scopes of work for which the TICD requires professional services, the TICD expects to solicit proposals from all firms on the Qualified Vendor List for that Scope of Work. TICD may request in-person interviews as part of the RFQ selection process or the subsequent fee proposal solicitation process. TICD may request fee proposals and subsequently enter into agreements with firms from the Qualified Vendors List anytime within 24 months from the issuance of this RFQ.

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Proprietary information from competing Respondents (including any hourly rates) will not be disclosed to competitors. Q. TICD’S RESERVATION OF RIGHTS

TICD reserves the right to increase or decrease scopes of services, to reject any and all qualifications without providing reason for such rejection and re-solicit for new qualifications, or to reject any and all qualifications. Neither this RFQ nor subsequent communications during the evaluation process shall be deemed to imply or be part of any binding agreement on the part of TICD, its affiliates, any Respondent or any of their respective owners, employees, or representatives. No contract shall be awarded, if at all, unless and until TICD enters into a separate written agreement for such services. TICD has no obligations, whether express or implied, to enter into any agreement for such services.

R. NO EXCLUSIVITY

TICD has an interest in seeing that the Project team is ultimately comprised of diverse and competent consultants and subcontractors retained in compliance with the Jobs and Equal Opportunity Program. Therefore, for the purposes of the RFQ, Respondents shall not form contracts with consultants or subcontractors or request or enter into exclusivity arrangements that would preclude them from participating in the Project as part of another team.

S. ATTACHMENTS Exhibit A: Scope of Services Exhibit B: Illustrative Project Site Plan Exhibit C: TI & YBI Major Phase 1 Sub Phase 01 Map (ADDENDUM FORTHCOMING) Exhibit D: SBE Procedures FAQ’s Exhibit E: SBE Recognition-Certification Exhibit F: General Agreement for Consulting Services Template (ADDENDUM FORTHCOMING)

Request for Statements of Interest and Qualifications (“RFQ”) For As-Needed Testing & Inspection /Specialty Inspection Services

Treasure Island Project

Exhibit Title: Exhibit A, Scope of Services

TREASURE ISLAND COMMUNITY DEVELOPMENT

EXHIBIT A - SCOPE OF SERVICES

Testing & Inspection/ Specialty Inspection (TISI)

A.1. General Scope of Work

A. The successful Proposer shall assemble a team of qualified professionals with the

necessary qualifications and credentials, training, knowledge, experience, and physical ability to perform all testing & inspection and specialty inspection services (“TISI”) to satisfy the requirements stipulated by the California Building Code, San Francisco Building Code, Construction Documents, and the regulatory Agencies/Authorities Having Jurisdiction (“AHJ”) such as; SFDBI, SFDPW, TIDA, etc. for the construction and delivery of the subsets of projects under the 2016 Public Health and Safety Bond Program.

B. The TISI Team will work under the direction of Treasure Island Community Development

(“TICD”) and shall provide all services, labor, materials, and equipment necessary to perform all testing & inspection and specialty inspection services as required by the specific-work assignment’s specifications & plans, the permitting process of the AHJ over the subsets of projects. These services include but are not limited to the timely preparation, submittal, and distribution of required reports, test results, final compliance reports, and follow-up documentation in a clean, clear, and consistent manner.

C. Some of the work is anticipated to occur after normal work hours, and the

successful Proposer shall be able to provide these services when required, including nights and weekends. The TISI Team should have sufficient resources to respond to any requested materials testing and/or special inspection within 24 hours of initial request, 7 days a week.

A.2. Detailed Scope of Work

The following scope of services is to be used as a general guide and is not intended to be a complete list of all work necessary to complete the project. The list is not exhaustive, and the MTSI Team may be called upon for other services within their expertise that are not mentioned below.

A. Testing & Inspection/ Specialty Inspection Services

Testing & Inspection/ Specialty Inspection Services under this contract include, but are not limited to, the following work in accordance with the California Building Code and/or San Francisco Building Code, Sections 1607, 1615, 1701, 1703, 1704, 1705, 1607A, 1615A, 1701A, 1703A, 1704A, and 1705A:

1. Concrete (batch plant inspection, mix design review, placement and sampling,

compression and shrinkage testing). 2. Bolts installed in concrete 3. Special moment – resisting concrete frames, 4. Reinforcing steel, prestressing tendons, and post-tensioned tie-backs 5. Structural welding:

(a) Periodic visual inspection (1) Single pass fillet welds < 5/16”. (2) Steel deck. (3) Welded studs. (4) Cold formed studs and joists. (5) Stair and railing systems. (6) Reinforcing steel.

(b) Continuous visual inspection and Non-Destructive Testing (NDT) (1) All other welding (NDT exception: fillet weld). (2) Reinforcing steel; and NDT required. (3) Moment-resisting frames. (4) Others

6. High Strength Bolting 7. Structural masonry. 8. Reinforced gypsum concrete 9. Insulating concrete fill. 10. Sprayed-on fireproofing. 11. Pilings, drilled piers and caissons. 12. Shotcrete, precast panels 13. Special grading, excavation and filling (geologically engineered) inspections.

(Sieve analysis, moisture-density curve analysis, soil observation, and in-place density (nuclear) testing)

14. Smoke-control system. 15. Demolition 16. Exterior facing. 17. Retrofit of unreinforced masonry buildings:

(a) Testing of mortar quality and shear tests. (b) Inspection of repointing operations. (c) Installation inspection of new shear bolts. (d) Pre-installation inspection for embedded bolts. (e) Pull/torque tests per SFBC Sections 1607C and 1615C.

18. Bolts installed in existing concrete masonry: (a) Concrete. (b) Masonry.

(c) Pull/torque tests per SFBC or OSHPD requirements

19. Shear walls and floor systems used as shear diaphragms. 20. Hold downs. 21. Special cases:

(a) Shoring. (b) Underpinning. (c) Not affecting adjacent property (d) Affecting adjacent property (e) Others

22. Crane safety (applies to the operation of tower cranes on high-rise building) (Section 1705.21)

23. Others: “As recommended by professional of record”. 24. Structural observation per Section 1704.6 for the following:

(a) Foundations. (b) Steel framing. (c) Concrete construction. (d) Masonry construction. (e) Wood framing. (f) Others

25. Glu-lam components certification 26. Firestops in high-rise building 27. Fiber reinforced structural strengthening systems (i.e. Fibrwrap) 28. Corrosion Inspection and Testing. 29. Below-grade waterproofing 30. Accessibility surveying; and exiting analysis. 31. Geotechnical analysis and inspections; International Conference of Building

Officials (ICBO) inspections, and Certified Welding Inspector (CWI) inspections.

32. Office of Statewide Health Planning and Development (OSHPD) Inspections. 33. Electrical inspections, infrared scanning, and calibration of equipment as per

the criterion from OSHA, and the International Electrical Testing Association (NETA).

34. Dry-rot inspections. 35. Underwater Inspections/Dive Inspections (Additional insurance

requirements may apply). 36. Code and Plan Review. 37. Corrosion Inspections and Engineering. 38. Termite Inspections. 39. Roofing Inspections. 40. Ground Penetrating Radar (GPR). 41. Pervious Pavement Testing and Inspection. 42. Infiltration Testing in soils and pervious pavement. 43. Pavement Layer Adhesion Testing. 44. Non-structural welding and brazing (Plumbing, medical gas, fire protection,

and mechanical piping and fittings).

45. Non-destructive scanning (ground penetrating radar, radiographic scanning, pacometer, etc.) for reinforcing steel, post-tensioned cables, etc. in walls and slabs. Non-structural system inspection testing (ceiling support installations, metal framing, and seismic bracing installations for mechanical, electrical, plumbing systems, and equipment).

46. Others tests and inspections: as recommended by the professional of record and/or the building official.

B. Other Related Tasks and Requirements

1. All special inspection shall be performed in accordance with California

Building Code and/or San Francisco Building Code 1704/1704A requirements and the approved set of project specific plans and specifications.

2. Reporting of all non-conforming work immediately to TICD’s Construction Manager, Contractor, and any others as designated. The special inspector will be expected to prepare a non-conforming work report documenting all discrepancies and nonconforming items noted.

3. Preparation and submittal of a written Daily Inspection Report for each inspection visit on a timely basis to TICD’s Construction Manager, Authority Having Jurisdiction (AHJ), and others as designated. All Daily Reports shall remain at the jobsite with TICD’s Construction Manager for review with the AHJ.

4. Preparation and submittal of a written Weekly Report on a timely manner to TICD’s Construction Manager, Authority Having Jurisdiction, and others as designated. Weekly Report shall include at a minimum (1) description of daily inspections and tests made with applicable locations; (2) list of non-conforming items; (3) report on how non-conforming items were resolved or unresolved as applicable; and (4) itemized changes authorized by the A/E Team and AHJ if not included in the non-conformance items.

5. Preparation of a Final Report signed by a California Licensed Professional Engineer to TICD’s Construction Manager stating that all items requiring special inspection and testing were fulfilled and reported and, to the best of their knowledge, in conformance with the approved plans and specifications, approved change orders and the applicable workmanship provisions of the building code. Items that are not in conformance, unresolved items or any discrepancies shall be specifically itemized in this report. For OSHPD Projects, the TISI Team’s CA licensed Professional Engineer and special inspector will be required to prepare and sign the OSHPD Verified Reports (VR) as part of the closeout process.

6. TISI Team shall have the ability to perform off-site and out-of-state inspections at the steel fabrication plant and other

production/fabrication plants.

7. TISI Team shall be responsible for providing all required facilities, transportation, and testing and inspection equipment necessary to perform all specified tasks.

8. TISI Team shall be expected to retain all pertinent records relating to the services performed for a period of seven years following project completion during which period the records will be made available to TICD’s Construction Manager at all reasonable times.

9. Project Manager/Special Inspectors are expected to attend pre-construction meetings applicable to their scope of work for services rendered.

C. Standard Specifications and Plans

All work under this RFQ shall comply with the Standard Specifications (November 2000) and Standard Plans (April 2007), SF Public Works, and/or any other AHJ approved and permitted specifications and drawings. The Standard Specifications and Standard Plans are available for download at: http://www.sfpublicworks.org/ (select “Services” then “Contractor Resources”).

D. Definitions

For the purpose of this RFQ, the following terms are hereby defined:

a. Building Official: San Francisco Department of Building Inspection’s (DBI’s) Engineer or Plan Checker.

b. Consultant: proposing Testing & Inspection/ Specialty Inspection Firm.

c. DBI: San Francisco Department of Building Inspection.

d. Professional of Record: Engineer or Architect of record acting as the owner’s representative.

e. CBC: The California Building Code

f. SFBC: The San Francisco Building Code.

g. Special Inspection and Testing: the oversight of specific aspects of the construction process to ensure that critical structural elements of the building comply with the SFBC and CBC and the approved plans.

h. Special Inspector: trained and knowledgeable individual, approved by the

Building Official or TICD Construction Manager or designee, who has

demonstrated competency in specific area(s) of expertise. The special inspector shall be one of those as prescribed in Section 1701.2 of the SFBC.

i. OSHPD: California’s Office of Statewide Health Planning and Development.

Request for Statements of Interest and Qualifications (“RFQ”) For As-Needed Testing & Inspection /Specialty Inspection Services

Treasure Island Project

Exhibit Title: Exhibit B, Illustrative Project Site

Plan

TREASURE ISLAND COMMUNITY DEVELOPMENT

Treasure Island Development Authority

EXHIBIT B – ILLUSTRATIVE PROJECT SITE PLAN

Request for Statements of Interest and Qualifications (“RFQ”) For As-Needed Testing & Inspection /Specialty Inspection Services

Treasure Island Project

Exhibit Title: Exhibit C, TI & YBI Major Phase

1 Sub-Phase 01 Map (ADDENDUM FORTHCOMING)

TREASURE ISLAND COMMUNITY DEVELOPMENT

Request for Statements of Interest and Qualifications (“RFQ”) For As-Needed Testing & Inspection /Specialty Inspection Services

Treasure Island Project

Exhibit Title: Exhibit D, SBE Procedures

FAQ’s

TREASURE ISLAND COMMUNITY DEVELOPMENT

Treasure Island Project Small Business Enterprise (“SBE”) Participation

Frequently Asked Questions (“FAQs”)

Page 1

1. My company is not a San Francisco (SF) SBE, but we ARE a California State-certified SBE through the Department of General Services (DGS). I understand that this is an acceptable SBE certification, although SF SBE's are given preference. Exhibit 1 (page 1) of the Project’s SBE Procedures goes on to state that as a Criteria for Recognition Of Non-San Francisco-Based SBEs, gross annual receipts are required to average under $2,500,000 for a "Person that will provide Professional Services under a Professional Services Contract" and $20,000,000 for Person that will provide Construction Work under a Contractor Contract or a Subcontractor Contract.

The CA DGS certifies SBE's based on an average of $14,000,000 for any type of work performed. Is the $2,500,000 accurate for any other work outside of construction on this project?

Per Exhibit 1 of the SBE Procedures, an SBE may be certified SBE by State of California or any of its political subdivisions, but is required to meet the Gross Annual Receipts Test requirement of $2,500,000 average annual receipts shown on its three most recent tax returns to be recognized as an SBE for the Project.

2. In addition to providing our SBE certification through the DGS, do we also have to provide

proof of average revenues?

Yes, the firm will need to provide to [email protected] (representing TIDA) all SBE requirements in the SBE Procedures to obtain certification. The requirements include a copy of the IRS return pages indicating the firm’s gross receipts on its three most recent returns. This information must also be submitted as part of the response to the RFQ.

3. What is the difference between the SBE participation goal of 38% of Professional Services

Contracts and the criteria of for SBE partners to have at least 35% interest to qualify as an SBE?

The SBE goal for the Project is 38% of the total dollar value of the Professional Services Contracts shall be performed by qualified SBE Consultants and Subconsultants

In order for a JV to be recognized as an SBE, the SBE component of the JV must have at least 35% interest in the JV. A JV with at least 35% SBE interest in the scope to be performed by its proposed JV is considered to be an SBE for 100% of that JV’s Project scope of work and contract value.

4. With the $2.5M average annual receipts limit, many SBEs certified by the State or other jurisdictions will be excluded.

The SBE receipts limits for this project are consistent with the definition of a qualifying SBE for projects with the City of San Francisco and the former Redevelopment Agency. Along with the participation goal, the receipts limit is a requirement of the Project adopted as part of the Disposition and Development Agreement between TICD and the City of San Francisco. Firms wishing to participate in this project must develop strategies for achieving the participation goals as they would on other projects with agencies of the City of San Francisco.

Treasure Island Project Small Business Enterprise (“SBE”) Participation

Frequently Asked Questions (“FAQs”)

Page 2

5. Consider a firm that is managing billing for other SBE firms for which those receipts

contribute to the firm’s annual gross receipts submitted for SBE qualification consideration. The overall annual receipts may not reflect actual work performed by the firm itself. Does this scenario qualify the firm as an SBE?

A firm that is itself not certified as an SBE would not be considered an SBE just because it manages the billing for other SBE firms. A firm that is itself certified as an SBE would be considered an SBE for this RFP provided it subcontracts out no more than 50% of the work.

6. How much of the work in its scope can an SBE subcontract out to non-SBE subcontractors without being no longer considered an SBE for this work?

An SBE cannot subcontract more 50% of its scope of work (i.e., the SBE must self-perform a minimum of 50% of its scope) in order for the scope to be considered as SBE participation towards the Project’s 38% SBE participation goal. If it subcontracts less than 50% of its work to non-SBE, 100% of the work in the SBE sub-consultant contract is counted towards fulfilling the 38% SBE goal. If it does subcontract out more than 50% of its work to non-SBE, then 0% of the SBE sub-consultant would be considered towards the 38% goal.

7. Please clarify SBE Procedures, Section IV.A.2, “SBE Goals”. What qualifies as “double counting?”

If an SBE sub-consultant enters into a 2nd tier sub-consultant contract with another SBE, only the value of the 1st tier SBE sub-consultant contract would count towards the participation goal. As an example, if an SBE sub-consultant with an agreement to perform $100,000 in services subcontracted $40,000 of that scope to another SBE and self-performed the remaining $60,000 in services, the participation towards the SBE goal would be only $100,000 and not $140,000.

8. Why is it possible for SBE’s not based in San Francisco to be recognized as qualified to

participate in achievement of the SBE goals for the Project?

The SBE requirements for the program – the participation goal, the SBE annual receipts limits, and the recognition SBEs – were negotiated and adopted in conjunction with the Disposition and Development Agreement and are embodied in the Jobs and Equal Opportunity Plan. The parties looked to the policies of the City and County of San Francisco and the former San Francisco Redevelopment Agency in developing requirements. The recognition of participation by SBEs not based in San Francisco is consistent with the policies of the former Redevelopment Agency, now the Office of Community Investment and Infrastructure. The Jobs and Equal Opportunity Plan and the SBE Procedures do provide that first consideration be given to San Francisco-based SBE firms.

9. If a consultant is LBE but not SBE, do they qualify towards the 38% SBE goal? An LBE must be a San Francisco certified Small-LBE or Micro-LBE to count towards the SBE goal.

Treasure Island Project Small Business Enterprise (“SBE”) Participation

Frequently Asked Questions (“FAQs”)

Page 3

10. Can firms who are out of state be given the SBE classification as long as they meet the gross income standards? A firm from another state that is certified in that state or by the federal government as an SBE would be considered an SBE under our Procedures (see the definition of a Non-San Francisco-Based SBE on page 3 of the SBE Procedures) subject to the Gross Annual Receipts Limits described in Exhibit 1. The request and supporting documentation should be submitted to TIDA ([email protected]) for review as soon as possible.

11. How can a non-certified firm be recognized as SBE? TIDA will evaluate whether firms not certified by any other jurisdiction should be considered to be SBEs. To be considered, a non-certified firm must complete/sign the Recognition of Non-Certified Firms Affidavit (see – SBE Recognition/Certification) and submit along with the required information and supporting document to TIDA ([email protected]) for TIDA SBE evaluation.

12. Do firms need to provide proof of good faith effort on outreach to SBE’s toward achieving the

38% goal?

Firms which do not achieve at least 38% SBE participation must provide documentation of its outreach efforts. Firms that do meet the 38% SBE participation goal need not submit documentation of its outreach efforts. The following proposals would meet the 38% SBE participation goal:

Proposals which subcontract 38% or more of the scope to recognized SBE subcontractors.

Proposals submitted by recognized SBE firms as prime contractors.

Proposals submitted by Joint Ventures which include a recognized SBE firm as a partner in the JV and that SBE partner performs 35% or more of the prime scope.

13. What specific SBE forms from the SBE Procedures are required from our sub-consultants?

SBE Procedures Exhibit 2, Forms 1, 2 and 5 (if applicable) are to be filled out at the time of proposal. Form 3 is to be submitted with each payment application and Form 4 is due with the final progress payment request.

14. If we propose a JV with greater than 35% SBE interest in the Project scope of work or if we have

more than 38% of the project scope and fee going to SBE sub consultants, will we receive additional points during the evaluation of our proposal?

We intend to award more points for higher SBE participation above the JV goal of 35% or for total participation above the 38% goal. There is not a pre-determined relationship between the points that will be awarded and the total amount of SBE performance; the points awarded will be determined by the relative participation achieved across all submittals received.

15. If we are not comfortable forming a legal Joint Venture prior to award of contract, can we submit a signed letter of intent to JV upon award of contract? The SBE Procedures require that Joint Venture respondents complete Form 5: Joint Venture Form and provide a joint venture agreement and management plan with the proposal. For Professional Services only, we are willing to accept unexecuted joint venture agreements with the bid, provided

Treasure Island Project Small Business Enterprise (“SBE”) Participation

Frequently Asked Questions (“FAQs”)

Page 4

that it is clear to us that the partners in the joint venture are willing and able to execute all necessary documents quickly upon being awarded the work.

16. If we allocate the required 35% interest to our JV partner, can that 35% include outside services like drilling, lab testing, etc.? Or do we need to subtract the estimated amount of outside services and their markups from our total contract value PRIOR to allocating 35% to our JV SBE partner? For example, if the total amount of the overall contract is $1,000,000 and we know our team is going to have $200,000 worth of outside services like drilling and laboratory testing, are we required to allocate 35% of $1,000,000 OR 35% of $800,000 (total contract value minus the cost of outside services) to our JV SBE partner?

The measurement of the joint venture partners’ interest is in the scope of work directly performed by the joint venture excluding subcontracted services. In the example cited in the question, if the joint venture is performing $800,000 in scope and subcontracting $200,000 in scope the SBE partner in the Joint Venture would need to perform 35% of the $800,000 in scope ($280,000).

Carrying these figures forward into Form 5, the figures on Step 1 would show 20% of the scope being subcontracted and 80% performed by the JV, the cells at the bottom of the table in Step 2 would show 80% of the scope being performed by the JV at the bottom of Column A, 62% being performed by the non-SBE partner at the bottom of Column B, and 28% performed by the SBE Partner at the bottom of Column C. The Step 3 calculation would calculate the SBE performance as a percentage of the JV performance; i.e., 28% / 80% = 35%.

Because the SBE partner in this example meets the 35% performance requirement, 100% of the scope performed by the JV – 80% of the contract value – would be evaluated as SBE performance in measuring the team’s SBE participation. Any portion of the $200,000 in subcontracted scope that was subcontracted other SBEs would be added to the participation (i.e., if $50,000 of the remaining $200,000 were subcontracted to an SBE subcontractor, the total team performance would be 80% + 5% = 85%).

17. Form 5 states "Joint venture/Association partners are encouraged to meet with the Authority regarding their joint venture prior to submitting their bid.” How do we set up this meeting? Please contact Kate Austin at [email protected] to schedule the meeting. A meeting with the Authority regarding your Joint Venture is not required if the Joint Venture/Association intends to divide work consistent with the formula/structure outlined in Form 5.

18. Regarding the Form 2 – Contract Participation, can you provide guidance on the far right column of the table: % of SBE Sub Work. What exactly should we enter in this column – All SBE work or just the sub-consultants? For example: If we are a Prime Consultant (SBE certified) and we have 40% of the work and we are not subcontracting any of our scope, should we enter 0%? If one of our sub-consultants (SBE certified) has 10% of the work, should we enter 10%? Or should we enter our amount of SBE work in that column as well?

Treasure Island Project Small Business Enterprise (“SBE”) Participation

Frequently Asked Questions (“FAQs”)

Page 5

Form 2 is meant to list all contract participation. You’ll note that the first column “TYPE” which is intended by the note (*) to indicate whether the firm listed is a (P)rime, (J)V, or (S)ubcontractor. Also,

the fourth column totals to 100%, so it must include the prime participation in addition to all subs.

Request for Statements of Interest and Qualifications (“RFQ”) For As-Needed Testing & Inspection /Specialty Inspection Services

Treasure Island Project

Exhibit Title: Exhibit E, SBE Recognition-

Certification

TREASURE ISLAND COMMUNITY DEVELOPMENT

CITY & COUNTY OF SAN FRANCISCO ROBERT BECK TREASURE ISLAND DI RECTOR

TREASURE ISLAND DEVELOPMENT AUTHORITY

ONE AVENUE OF THE PALMS,

2N D FLOOR, TREASURE ISLAND SAN FRANCISCO, CA 94130

(415) 274-0660 FAX (415) 274-0299 WWW.SFTREASUREISLAND.ORG

January 23, 2019 Mr.XXX Company Address Subject: Small Business Enterprise Recognition Dear Mr. XXX: After reviewing the materials provided by XXX, Inc., the Treasure Island Development Authority recognizes XXX, Inc. as a Small Business Enterprise under the Small Business Enterprise Procedures (Treasure Island/Yerba Buena Island) for professional services (or contractor services) undertaken in the development of the former Naval Station Treasure Island. Sincerely, Robert P. Beck Treasure Island Director Treasure Island Development Authority cc: Treasure Island Community Development

Request for Statements of Interest and Qualifications (“RFQ”) For As-Needed Testing & Inspection /Specialty Inspection Services

Treasure Island Project

Exhibit Title: Exhibit F, General Agreement for

Consulting Services Template (ADDENDUM FORTHCOMING)

TREASURE ISLAND COMMUNITY DEVELOPMENT