Package #1 Pre-SOQ Meeting

East County Advanced Water Purification Project November 21, 2019

Welcome

JPA formed to Govern East County Water Purification Program

“This is an epic day…”–Gary Kendrick, El Cajon councilman

“The momentum for the project continues to build…” –Allen Carlisle, Padre Dam CEO/GM

“This is a red letter day…” – Dianne Jacob, County Supervisor

Presentation Overview

ECAWP Project Overview

RFQ Key Points

Picking the Right Team

Submittal Requirements

Q & A

Selecting the Right Team

Deliver an extraordinary project as part of a high performing

and integrated team!

Select the best design-build team for the project

Integrate as One Team to deliver project

Work collaboratively together as a Team

ECAWP Project Overview

ECAWP Project Purpose

Create a new, local, safe, reliable, and

drought-proof water supply for East County

Produce up to 30 percent of East County’s

potable water supply

Increase water supply resilience and

financial certainty related to imported

water supply costs and wastewater

treatment costs

Reduce discharge to the Pacific Ocean

Goals are Aspirational

Regulatory Compliance

Seamless Integration

Collaboration

Design Excellence

Integrated Team

Innovation

High Functioning Team

ECAWP Project Description

A water supply project implementing

Surface Water Augmentation (SWA)

Treating 15 MGD of wastewater

● Padre Dam

● City of El Cajon

● County of San Diego

Producing 11.5 MGD of advanced

treated water for SWA at Lake

Jennings

● Supply to R. M. Levy WTP

Package #1 Components

New 11.5 MGD AWP Facility

MF, RO, Brine Minimization, UV/AOP, Free Chlorination, Post Treatment Stabilization, Product Water Pump Station, and Visitor Center, Administration Building, and Education Center

New Solids Handling

Thickeners, digesters, dewatering, solids load out facility, and provisions for future energy recovery

New 16 MGD WRF

Headworks, odor control, primary clarifiers, EQ basin, bioreactors, secondary clarifiers, tertiary filters, chlorine contact basin, electrical buildings, and O&M Building

Solids Handling

WRFAWPF

RFQ Key Points

Procurement Overview

Best Value Selection Process

● Two-Step Process (RFQ/RFP)

Phase 1: Pre-construction and Design Services

● Advance design, schedule, and cost estimate

● Cost estimate in a transparent and open-book manner

● Establish a GMP

Phase 2: Final Design and Construction Services

● All scope performed by the DB after GMP

Phase 3: Transitional O&M Services

● Two-year period including extended facility commissioning and transitional O&M activities

Package # 1 Operations & Maintenance

Approach to Package #1 O&M is currently under

consideration by the JPA

Current vision is for transitional O&M from the DB entity to

the JPA over a period of 2 years

● During Phase 1, JPA and Design Builder will procure transitional O&M

services

This is impacted by the JPA’s consideration of alternatives

for long-term operations

Coordination Between Packages

Package 1:

WRF-AWP-

Solids

RFQ/RFP

Design

Const.

Startup

Package 2:

AWP Pipeline-

Dechlorination

RFQ/RFP

Design

Const.

Startup

Package 3:

EMG FM-Bypass

RFQ/RFP

Design

Const.

Startup

Package 4:

IPS-EMGPS

RFQ/RFP

Design

Const.

Startup

2019 2020 2021 2022 2023 2024 2025 2026

Payment for Work Product

JPA intends to issue a $50,000 stipend to each

Shortlisted Respondent that fully participates

but is not selected for Package #1

Consideration for:

● Waiver of protests

● Engagement through the conclusion of the

procurement process

● Transfer and assignment to the JPA of non-proprietary

information, ideas, approaches, or concepts as well as

rights to intellectual property, ideas, materials,

techniques, concepts, and approaches

Picking the Right Team

Focus on Selection Criteria

• Respond exactly as requested

Facilitates Owner evaluation

Method to the madness: DO NOT re-

order or re-think the procurement

Do not simply regurgitate the

language in the RFQ

• Focus on Project Goals

Demonstrate how your team will EXCEED

each goal

• Graphics are nice, but . . .

Substance over pretty visuals

• Avoid boilerplate language

Project specific information

Stand Out From the Crowd

Address Deficiencies

• Add people/subs to the Team

Lack Experience?

• Show how you have created a Team

Haven’t worked together?

Considerations

Past Performance

Experience with Projects of

Similar Scope and Complexity

Approach to issues that are

specific to the Project

Safety Oriented

Effective Communicator

Collaborative Approach

Collaboration

Create a highly functioning, collaborative

and integrated Team

Foster a collaborative environment for

the entire Project Team as well as for

other project stakeholders

Submittal Requirements

Possible

Interviews

SOQs Received

RFIs

Two Step Progressive Design-Build Procurement

RFQ IssuedPre-SOQ Meeting

Industry Day

Step 1

Shortlist

InterviewsProposals Received

RFIsProprietary Meetings

Pre-Proposal Meeting

RFP Issued

Step 2

Selection

1/9/202012/6/201911/21/2019 12/16/2019 1/28-29/2020

June 2020May 2020April 2020 June 2020 July 2020August 2020

Feb 7,2020

April 2020

Scoring Criteria

Responsiveness

Pass/Fail (Minimum Qualifications)

Evaluation Criteria and Weighting

● Qualifications of Design-Build Team Members

and Key Personnel (40 Points)

● Project Experience and Capacity (50 Points)

● Safety (10 Points)

Required SOQ Organization

Volume 1

● Transmittal Letter

● Qualifications of Design-Build Team

Members and Key Personnel

● Project Experience

● Safety

Required SOQ Organization

Volume 2: Financial Submittal Requirements

● Financial Statements

● Material Changes in Financial Condition

● Financially Responsible Party Letter of

Support

● Off-Balance Sheet Liabilities

● Surety Letter

Required SOQ Organization

Volume 3: Appendices and Forms

● Minimum Qualifications

● SOQ Forms

● Safety Record Documentation

● Resumes of Design-Build Team

● Identification of Projects Table

● Draft Term Sheet Comments

● Executed Teaming Agreements

Submittal Instructions

Due No Later Than 3 PM, PST on January 9, 2020

In Person

Engineering Counter in Padre Dam’s Administration Office

9300 Fanita Parkway

Santee, CA 92071

Mailed

Padre Dam Municipal Water District

P.O. Box 719003

Santee, CA 92072

ATTN: Clara Cornelius

Questions and Answers