Best-Value Procurement Methods for Highway Construction Projects (2006) / Chapter Skim
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Appendix D - Best-Value Case Studies
Appendix D - Best-Value Case Studies
Pages 127-169
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From page 127... ...
D-1 A P P E N D I X D Best-Value Case Studies
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Spanish Road Association Asphaltic Paving and Highway Maintenance A.0 + B.0 + P.1 + P.2 + P.3 + P.4 Weighted Criteria Direct Point Scoring 9. Minnesota DOT Highway A.0 + B.0 + P.0 + P.1 + Q.0 + D.1 Meets Technical Criteria -- Low Bid Satisficing 10.
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C If the lowest priced evaluated offer is judged to have an exceptional performance risk rating, that offer represents the best-value for the Government and the evaluation process stops at this point.
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Best-Value Evaluation Criteria Price Past Performance Best-Value Evaluation Rating System Adjectival Rating The assessment process will result in an overall risk rating of • Exceptional, • Very good, • Satisfactory, • None, • Marginal, or • Unsatisfactory. Offerors with no relevant past or present performance history shall receive the rating "none," meaning the rating is treated neither favorably no unfavorably.
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Best-Value Parameters BV = A.0 + P.0 + P.1 Best-Value Award Algorithm Qualitative Cost-Technical Tradeoff This procurement shall be conducted under the Small Business Competitiveness Demonstration Program utilizing Best-Value Selection (BVS) , which seeks to select an offer based on the best combination of price and qualitative merit of the offers submitted and reduce the administrative burden on the Offerors and the Government.
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Best-Value Evaluation Criteria Price Past Performance Best-Value Evaluation Rating System Adjectival Rating The evaluation team will assign one of the following adjective ratings for each past performance questionnaire/survey received. Excellent - Of exceptional merit; exemplary performance in a timely, efficient, and economical manner.
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Where competing technical proposals are determined to be substantially equal, price could become the controlling factor. Best-Value Evaluation Criteria Price Past Performance
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D-8 Personnel Experience Project Management Plans Technical Approach Best-Value Evaluation Rating System Not stated.
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Price Proposal 0-75 Bid amount for main proposal Points for bid amounts by contractors under consideration are given on a diminishing scale starting at 75 points for the lowest bid to 0 points for twice the amount of the lowest bid. Technical Proposal 0-4 Main bid and alternative bids/proposals 0-1 The contractor submits a clean bid for the desired product 0-3 The contractor offers interesting/relevant side proposals/side bids 0-12 Offering organization with references 0-5 Main organization (primary project team management plan)
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D-10 Past Performance Personnel Experience Project Management Plans Alternate bids Best-Value Evaluation Rating System Direct Point Scoring A direct scoring method is used as noted in the description of the best-value algorithm above.
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Best-Value Evaluation Criteria Price Project Approach Plan Technical Solutions Environmental Work Plan Project Staffing Plan (Proposer's Technical Proposal Score) (Highest Technical Proposal Score)
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D-12 Enhancements to Minimize Life-cycle Costs Best-Value Evaluation Rating System Direct Point Scoring All items were scored on a direct point scoring system totaling 100 points.
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Best-Value Evaluation Criteria Schedule Qualifications Project Personnel Management Plan Technical Design Best-Value Evaluation Rating System Direct Point Scoring Final score is an average of the evaluation committee scores.
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Best-Value Evaluation Criteria Price Schedule Past Performance Personnel Experience Subcontractor Information Management Approach Safety
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D-15 Small Business Best-Value Evaluation Rating System Satisficing and Adjectival Rating The TEB will evaluate and rate those proposals passing the first review. Proposals will be evaluated against the RFP requirements.
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For each responsive offer, scores are calculated based on a linear interpolation between points P1 and P2. These points are defined as follows: P1: the point corresponding to the lowest priced proposal, to which a maximum score of 100 points is assigned P2: the point corresponding to the solicitation budget, to which the minimum score would be applied.
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100 P.L. Of 1BO jj × = Best-Value Evaluation Criteria Price Technical approach Management plan Facilities and equipment ≤
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D-18 Best-Value Evaluation Rating System Direct Point Scoring A direct scoring method is used as noted in the description of the best-value algorithm above.
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Best-Value Parameters BV = A.0 + B.0 + P.0 + P.1 +Q.0 + D.1 Best-Value Award Algorithm Meets Technical Criteria -- Low Bid Under the low bid selection process being used for this project, Mn/DOT will award the design-build contract to the short-listed proposer whose technical proposal is responsive to the RFP technical requirements as determined by the TRC and whose price proposal is the lowest bid. The proposers technical and price proposals will become contract documents.
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Best-Value Evaluation Criteria Price Schedule Qualifications Technical Design Warranty Best-Value Evaluation Rating System Satisficing Proposals are evaluated as responsive or non-responsive. RFP states that there is no scoring or ranking of proposals.
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Public opening of the bids identified as Qualified to Bid will be held, and the award will be made to the lowest responsible bidder. Best-Value Evaluation Criteria Price Life-cycle Cost Past Project Performance Subcontracting Plan DBE Utilization Schedule Warranty (10 year minimum)
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D-22 Best-Value Evaluation Rating System Satisficing Each proposal rated as responsive or non-responsive to RFP evaluation criteria. Price proposal to contain bid price for design, fabrication and installation plus warranty and contain an Added Cost Worksheet that contains the sum of Present Values for initial installation, routine inspection, and routine maintenance costs for the life of the proposed warranty.
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Best-Value Parameters BV = A.0 + B.0 + B.2 + P.0 + P.1 + P.2 + P.4 + Q.0 + Q.4 Best-Value Award Algorithm Adjusted Score Evaluation of the Technical Components represents a design review, and selecting a proposal represents acceptance of the proposed design as well as the proposed construction process. Upon receipt of the Best and Final Proposals (BAFPs)
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Bid Price ($) Best-Value Evaluation Criteria Price Key Personnel Management Plan Schedule Technical Solution Best-Value Evaluation Rating System Direct Point Scoring All items were scored on a direct point scoring system totaling 1,000 points.
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. Best-Value Evaluation Criteria Price Schedule Past Performance Personnel Performance Management Plans Technical Approach Quality Management Plan Subcontracting Plan Small Business Utilization Warranty Management
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D-26 Best-Value Evaluation Rating System Modified Satisficing Color Rating Definition: Green/Acceptable: The proposal essentially satisfies the standards; minor weaknesses, even if not corrected, do not render this proposal/factor unacceptable. Yellow/Marginal: Reasonably susceptible to becoming acceptable.
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From page 153... ...
Best-Value Parameters BV = A.0 + B.0 + B.2 + P.0 + P.1 + P.2 + P.3 + P.4 + Q.4 + D.1 Best-Value Award Algorithm Quantitative Cost-Technical Tradeoff The technical score will be determined by each Board member first determining a numerical rating for each evaluation criteria in the Technical Proposal. The consensus method will then be used by the Board to determine a final numerical rating for each evaluation criteria.
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From page 154... ...
÷ P.I. = 7.93% ÷ 5.45% = 1.46 1.46 > 1.00 ; therefore, Offeror D is considered to provide a greater value (Technical Increment outweighs the Price Increment)
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will be forwarded to the Selection Official. Best-Value Evaluation Criteria Price Schedule Past Project Performance Key Personnel Subcontracting Plan Small Business Utilization Plan Project Management Plan Quality Management Plan
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D-30 Environmental Protection Approach Schedule Technical Solution Best-Value Evaluation Rating System Direct Point Scoring All items were scored on a direct point scoring system totaling 1,000 points.
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Best-Value Evaluation Criteria Price Lifecycle Cost Schedule Maintenance of Traffic Management Plan Quality of Construction Technical Solution Best-Value Evaluation Rating System Direct Scoring A direct scoring method is used as noted in the description of the best-value algorithm above. The following scale was used on the evaluation.
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D-32 Raw Score Definition 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Marginal Average Exceptional
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The whole project will be completed by 2009 and will meet the population growth and travel demands until 2020, with additional improvements phased in as required over approximately 20 years. Best-Value Parameters BV = A.0 + B.0 + B.2 + Q.3 + Q.4 + P.0 + P.1 + P.2 + P.4 + D.1 Best-Value Award Algorithm Meets Technical Criteria -- Low Bid Evaluation of Proposals will be conducted by a committee formed by the Ministry and other representatives.
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A "fail" on any technical proposal evaluation criterion will result in a proposal being subject to disqualification.
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/37 x .05] x Annual Lump Sum Price Where A = score of the proponent's Work Plan, and 37 is the difference between the maximum score of 107 and the minimum overall requirement of 70 2 Total Evaluated Bid Price 3 Total Evaluated Bid Price = Annual Lump Sum Price + PFA
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D-36 Best-Value Evaluation Criteria Price Staffing plan – accountability, qualifications and numbers Winter and non-winter maintenance strategy Quality control Training and staff skills Communication Innovation/Enhanced deliverables Best-Value Evaluation Rating System Direct Point Scoring All items except Innovation/Enhanced Deliverables are scored on a direct point scoring system totaling 100 points. If the minimum requirements are met, Innovation/Enhanced Deliverables will then be included in a proposer's total points prior to the calculation of the proposal adjustment factor.
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From page 163... ...
Best-Value Evaluation Criteria Price Experience with similar contracts Qualifications Schedule Knowledge of local technical conditions, environmental, cultural or other special requirements Construction methods Yukon content: knowledge of Yukon, Yukon resident, Yukon resources Best-Value Evaluation Rating System Direct Point Scoring All items are scored on a direct point scoring system totaling 1,200 points.
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+ 3) will be considered technically unacceptable, and the price envelope will be returned to the proposer unopened.
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Best-Value Evaluation Criteria Price Technical proposals for structures, layout, drainage, earthworks Quality plans Traffic management, health and safety Environmental proposals Innovation Construction methods Commitment to partnering Key personnel Staff training Subcontractors Customer care/public relations
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D-40 Best-Value Evaluation Rating System Direct Point Scoring An evaluation committee will evaluate the proposal. Proposals will be evaluated only on the information provided prior to tender closing.
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The work is divided into two Phases, which are referenced throughout the documents as: Phase 1 : Design, construction, installation and commissioning of new toll equipment and toll plaza improvements; and Phase 2 : Maintenance of the toll plaza equipment and systems for five years following the completion of Phase 1. Best-Value Parameters BV = A.0 + B.2 + P.1 + P.2 + P.3 + D.1 + Q.3 + Q.4 Best-Value Award Algorithm Weighted Criteria A two-envelope submission process is applied.
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x 5 The final tender assessment will be based on a weighting of the final quality score and final commercial score in the ratio 80:20 respectively. Best-Value Evaluation Criteria Price Organization and management Operation and working arrangements Informal partnering Key staff and experience Quality plans Project program FETA and public interface Open book accounting Construction methodology Health and safety Best-Value Evaluation Rating System Direct Point Scoring An evaluation panel will evaluate the proposal.
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From page 169... ...
Best-Value Evaluation Criteria Price Past Performance Key Staff Project Coordination Management/Organization Plan Construction Method Design Alternate/Experience Quality Management Best-Value Evaluation Rating System Adjectival Rating The comparison will be carried out by means of the matrix shown below. After comparing one proposal to another, +1, 0, or -1 will be scored: If A is better than B on Quality, A will be given +1.
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