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AUGUST 22 , 2013
Welcome to the
Multi-State Locomotive Procurement
Vendors’ Conference
Housekeeping
Location of restrooms and water fountainsNearest emergency exits and evacuation
directionsCPR-trained staff in attendanceIn the event of an emergency, IDOT staff will
contact 911 and provide direction regarding evacuation or other necessary responses
Please turn off or silence your cell phone
Please note that this conference will be audio-recorded.
Multi-State ProcurementIDOT – Illinois Department of Transportation (Lead Agency)
Caltrans – California Department of Transportation
WSDOT – Washington State Department of Transportation
FRA – Federal Railroad Administration (Funding Agency)
NGEC – Next Generation Equipment Committee (Spec Development)
Agenda
Item Description Speaker Begin End
1 Welcome and Sign-In Dante Watson 2:00 2:15
2 Project Overview John Oimoen 2:15 2:25
3 Locomotive Procurement Overview Jim Lindsay 2:25 2:35
4 RFP Overview Dante Watson 2:35 2:45
5 Questions from Vendors All 2:45 3:00
6 Next Steps - Upcoming RFP dates
Dante Watson 3:00 3:05
7 End Meeting – Sign Out All 3:05 3:10
Project Overview
PRIIA
Passenger Rail Investment and Improvement Act of 2008
Focused funding on Intercity Passenger Rail, including: State Sponsored Routes Amtrak Long Distance Routes
Re-Building Domestic Rail Manufacturing Base
Federal Railroad Administration Support
Provides grant funding to: Purchase locomotives and railcars Improve rail infrastructure
Technical AssistanceInspection and ReviewGrant Management
Next Generation Equipment Committee (NGEC)
Cooperative Working Group of Industry and Government (Federal, State, and Local)
Developed Technical Specifications for: Locomotives (Tier 4 / 125 MPH) Bi-Level Railcars Single Level Railcars Trainsets
Bi-Level Railcar Procurement
Multi-State Procurement Caltrans – Lead Agency IDOT Potential Options to include other Agencies/entities
FRA Grant Funding and Technical AssistanceNGEC Technical SpecificationNTP November 2012Currently in Design Review
Locomotive Procurement
Multi-State Procurement IDOT – Lead Agency Caltrans WSDOT Potential Options to include other Agencies/entities
FRA Grant Funding and Technical AssistanceNGEC Technical Specification
Locomotive Procurement Overview
Base Order Quantities
State (Agency) # of Locomotives
Illinois (IDOT) 21
California (Caltrans) 6
Washington (WSDOT) 5*
Total 32
*WSDOT may purchase an additional 3 locomotives via options depending on costs and available funding
Potential Locomotive Options
Locomotive Type # of Locomotives
Similar to Base Order Locomotives
50 – 75*
Long Distance Locomotives 125 – 150*
WSDOT Potential Option Up to 3***The number of “Option Locomotives” shown in the table above are estimates of potential demand only and do not represent guaranteed future orders of option locomotives. The option quantities shown here are within the market quantity estimate developed by the NGEC for these locomotives
**WSDOT may purchase an additional 3 locomotives via options depending on costs and available funding
Option pricing revised by addenda may request quantity related pricing
Locomotive Delivery Schedule
Description Complete Date
Description Complete Date
Performance Bond 10 days after Notice of Intent to Award
First Carbody/Mainframe Completed
24 months after NTP
Insurance Certification 29 days after Notice of Intent to Award
Pilot locomotive testing completed at manufacturer
28 months after NTP
Project Kick Off Meeting 30 days after NTP) Pilot locomotive and FAI Completed
29 months after NTP
Preliminary Design Review 7 months after NTP Independent facility testing (pilot locomotive)
31 months after NTP
Intermediate Design Review 12 months after NTP Conditional acceptance of pilot locomotive
32 months after NTP
Mock-ups 16 months after NTP Pilot locomotive corridor-tested at agency
33 months after NTP
Carbody/Mainframe Structural Analysis
15 months after NTP Final acceptance of pilot locomotive
33 months after NTP
Final Design Review 16 months after NTP Invoice last base order locomotive, all Milestones
6/30/17 (IDOT and CT); 5/31/17 (WSDOT)
First Subsystems First FAI 18 months after NTP ARRA Funding Deadline 9/30/17
Buy America
Support of domestic manufacturing baseRequires final assembly of locomotives in United
States and use of domestic iron and steelEncourages use of domestic component suppliers
FRA requires 100% domestic suppliers Different from FTA requirements (60%) Waivers will be considered but not encouraged
RFP requires Buy America compliance as part of Offer
100% required to score all 8 points, none for <80%
Standardization
NGEC encouraged development of standardization within the next generation fleet for purposes of: Interoperability Interchangeability Management and reduction of life cycle costs Improved safety Re-establishment of the domestic supply chain for passenger
rail rolling stockRFP requires Standardization Plan as part of Offer100% required to score all points, no points for
<45%
Technical Specification & Customer Variables
Technical Specification for RFP is PRIIA Specification 305-005, Revision A (July 10, 2012) Chapter 23 includes “Customer Variables”
RFP Attachment EE, Appendix E “Additional Customer Variables” includes: Items common to all states Items specific to each state Items specific to long distance locomotive variant Errata and other items
RFP Overview
Items to Pay Attention to…
Please be sure to properly complete the following often overlooked among all the RPM required items: Attachment AA - State Board of Elections Registration Attachment BB – Authorized to do Business in Illinois Attachment CC – Illinois Department of Human Rights
Public Contracts Number Attachment II - Disclosure of Business Operations in
Iran
Procurement Schedule
Date Activity Date Activity
8/8/13 Request for Proposals issued 11/7/13 Last day to submit questions prior to Revised Offer due date (if requested)
8/22/13 Offeror Conference (Mandatory) 11/13/13 Post final RFP addendum to Illinois Trans Procurement Bulletin
8/29/13 First Addendum Issued 11/27/13 Revised Offers due (if requested)
9/12/13 Last day to submit questions prior to Offer due date December Evaluation Complete – Recommend
for Award to CPO
9/19/13 Last Addendum Issued prior to Offer due date December CPO Determination on
Recommended Award
10/3/13 Offers due January Notice of Intent to Award
10/28/13
Begin Confidential Discussions (as deemed necessary by IDOT/Caltrans) January Buy America Pre-Award Audit (est.
duration 20 business days)
11/1/13 Last day for Confidential Discussions with Offerors (if conducted) February Notice of Award published
Communication During RFP Process
All communications MUST be only with the Solicitation Contact
DO NOT CONTACT ANY OTHER STAFF REGARDING THIS RFP
All questions must be submitted on form CER 1
Any and all verbal communication is unofficial and non-binding
Question and Answer Process
Vendors can ask questions at this Vendors’ ConferenceAll written questions must be submitted on form CER 1After the Vendors’ Conference and prior to the Question
submittal deadlines, all questions/CER 1 forms must be submitted via email to the Solicitation Contact
All answers to questions will be published via addenda on the Illinois Transportation Procurement Bulletin
The vendor that asked a question will not be identified in the answers or addenda.
All vendors who have access to the Bulletin will have access to all addenda and questions and answers
Addenda
RFP Addenda will contain: All questions and answers Changes to the RFP Any other information that will be communicated to
VendorsAll RFP Addenda will be posted on the Illinois
Transportation Procurement Bulletin (Bulletin)
The Bulletin does NOT automatically notify Vendors of Addenda
Vendors are responsible for monitoring the Bulletin for any Addenda or other information
Confidential Discussions and Revised Offers
If the Evaluation Committee deems it necessary, Offerors may be requested to: attend Confidential Discussion to discuss issues with
their initial Offers submit Revised Offers
Offerors must attend Confidential Discussions in order to submit Revised Offers
If Revised Offers are requested, initial Offers will no longer be considered for evaluation or award however Offerors may resubmit their original Offer
SBE Requirements
RFP Attachment NN is the Small Business Enterprises Participation and Utilization Plan
Proposals must include a utilization plan (uplan) demonstrating compliance with the 7% small business enterprises goal
Small businesses are defined in Attachment NN and include federal or state certified small businesses, veteran-owned small businesses, DBEs, etc.
There are no evaluation or technical points allocated for this provision but it is a pass/fail element of the proposal
Buy America Waivers
Locomotive Final Assembly must be in U.S. (no waivers)
Buy America Component manufacturing must be in U.S., although waivers will be considered Buy America Worksheet lists all Buy America Components Identify domestic suppliers of all Buy America Components
or request waiver(s)Complete Waiver Request including form CER 2.8
(see RFP Attachment EE, Appendix A, Section 1.3.2)FRA will review and approve/deny waiver requests
Buy America Pre-Award Audit
Selected Offeror will have Buy America Component Suppliers audited to ensure Buy America compliance
IDOT/Caltrans/FRA inspectors will review supplier manufacturing sites
All must be found Buy America compliant before contract execution
Vendor Questions and Preliminary Answers
Vendor Questions
15 minutes for Vendor QuestionsALL VERBAL RESPONSES ARE UNOFFICIAL
AND NON-BINDINGAny Official responses will be issued in
writing via an Addendum on the Transportation Procurement Bulletin website by August 29, 2013
Next Steps
Upcoming RFP dates: August 29: First Addendum Issued September 12: Last day for submitting questions prior
to Offer due date September 19: Last Addendum prior to Offer due date October 3: Offer due date
Submit any additional questions on form CER 1 to Solicitation Contact Dante Watson
Thank You for Attending
Please sign out before exiting the meeting. IDOT requires verification that attendees
stayed for the entire Vendor Conference.