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Proven performers, good neighbors
Doing Business
with BGCAPP
Diane Osbourne
Small Business Advocate
August 21, 2008
1
Agenda
Proven performers, good neighbors
 Safety Topic
 Overview of Agenda
 Introductions
–
–
–
–
–
–
Richard Rife, Deputy Project Manager
Lori Baker, Acquisition Services Manager
Behle Burns, Design Manager
John Walczyk, Construction Area Superintendent
Evan Carlson, Field Procurement Manager
Glenn Franklin, Project Procurement Manager
2
Proven performers, good neighbors
Doing Business
with BGCAPP
Glenn Franklin
Procurement Manager
August 21, 2008
3
Overview
Proven performers, good neighbors
– Identification, Prequalification and Selection of
Potential Bidders – What is the process and what
are the requirements
– Request for Proposal – Section by Section Review
– Complete Proposals – What does it take to provide
a complete proposal
– eRFP (Electronic Request for Proposal)
R:/Administration/Presentation/SubcontractorTraining/Prequalification Requirements for Subcontractors June 2006
4
Prequalification Process
Potential Bidders List
Proven performers, good neighbors
 Potential Bidders are identified as
follows:
– Bechtel Global Supplier Information System
– Expressions of Interest through the
BGCAPP Website
– Industrial Search Engines
(Thomas Register, Construction Blue Book, etc.)
– Small Business Advocate input
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Proven performers, good neighbors
http://supplier.bechtel.com
Information needed by Supplier for FREE Registration
•Dunn and Bradstreet Number
•Bonding capacity, bid range
•Annual sales
•Area of expertise, work experience to enter commodity code
information
•Business size classification
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Identification, Qualification and
Selection of Potential Bidders
Proven performers, good neighbors
Prequalification

Procurement Professional issues Prequalification Requirements to
Potential Bidders
– Potential Bidders MUST respond completely and timely
– Subcontractor’s Certification Form to be completed/signed

Satisfactory completion of the Prequalification requirements normally
qualifies that the prospective offeror will be issued an RFP (Request
for Proposal)

Prequalification Requirements are unique to each Request for
Proposal (Scope of Work).

Prequalification Requirements will typically be divided between
1) Commercial
2) Technical
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Identification, Qualification and
Selection of Potential Bidders
Proven performers, good neighbors
1) Commercial
– Is the potential supplier capable of furnishing a
complete scope for the materials/equipment?
– Contact Information has been completed
– Similar Scope Experience List, including a summary of
performance and Customer Contact Information
– Audited Financial Statements and/or current
Comprehensive Dun and Bradstreet Report
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Identification, Qualification and
Selection of Potential Bidders
Proven performers, good neighbors
2) Technical
 Is the Bidder capable to perform the Scope of Work?
 What is the Bidder’s experience with this Scope of Work?
 Do they have capable personnel?
 What work is Subcontracted? (Work performed by others)
 Does the Bidder have an acceptable QA Program (e.g. ISO
Certificate, or Table of Contents) ?
 Shop Capacity, and Work Load - does the Bidder have the
ability to meet the shipment schedule?
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Request for Proposal
Proven performers, good neighbors
 BGCAPP will issue formal, written Request for Proposals
(RFP) for all permanent plant equipment
 The content for each RFP will be unique depending on the
requirements of the Material Requisition.
 An RFP typically includes the following documents:
 Request for Proposal Letter (including attachments)
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–
–
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Information and Instructions to Bidders
Representations and Certifications
Commercial Form of Proposal (including attachments)
Technical Form of Proposal (Evaluation criteria)
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RFP Letter - SAMPLE
Proven performers, good neighbors
Bechtel National, Inc.
301 Highland Park Drive
Richmond, KY 40475
Bidder Name and Address
DATE:
PROJECT NAME:
Blue Grass Chemical Agent Destruction Pilot
Plant (BGCAPP)
BECHTEL JOB NUMBER: 24915
PROPOSAL REQUEST NUMBER:
24915-000-MRA-AAAA-00000 Rev. 0
Show this number on all correspondence
PROPOSAL DUE DATE: Date
No later than 4:00 PM, EST
Proposals received after PROPOSAL DUE DATE
may not be considered
DPAS RATING: D0-A5
DELIVERY AT:
Blue Grass Chemical Depot, Richmond, Kentucky
REQUIRED NO LATER THAN: Date
GOODS/SERVICES:
You are hereby invited to submit a firm proposal on or before the PROPOSAL DUE DATE noted above covering the
goods defined by the attached Scope of Work and Technical Specifications in compliance with all referenced
documents and attachments.
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RFP
Form of Proposal
Proven performers, good neighbors
1. INSTRUCTION
THIS COMMERCIAL FORM OF PROPOSAL MUST BE RETURNED WITH THE OFFEROR'S
PROPOSAL.
NO ENTRY SPACES ARE TO BE LEFT BLANK.
The OFFEROR shall include responses in the spaces provided or shall enter "See Attached", "None",
"Included Above", or like words to indicate that it has read and understands the requirement. The
OFFEROR’S proposal will not be considered responsive unless completed in this manner.
Bid Request Number: 24915-007-MRA-ADDH-00044
PRODUCTS: BLAST DOORS AND GATES
From:
Name of Offeror:
Offeror’s D-U-N-S No:
(Offeror should contact their closest Dun and Bradstreet office to obtain their D-U-N-S number if necessary)
Offeror's Street Address:
City, State, Zip Code:
Offeror's P.O. Box:
City, State, Zip Code:
Telephone Number:
Facsimile Number:
Email address:
Web site:
ALL FIELDS MUST BE COMPLETE! If field is not applicable state N/A
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RFP Section 1
Scope of Work and Pricing
Proven performers, good neighbors
THE BUY AMERICAN ACT MAY APPLY TO THIS PROCUREMENT. Questions or Concerns should be directed
to the Procurement Representative.
Item
1.00
Rev
0
QTY
Unit
1 EA
Description
Unit Price
Extended
Value
Prepare technical documents, provide materials, plant labor, and
supplies, fabricate, assemble, inspect, test and deliver the products
in strict compliance with the terms, conditions, specifications,
drawings, data sheets and other documents included in or
referenced by this Purchase Order.
Door No.3
Equipment ID:
07-AD-EBH-0103 Datasheet No.= 24915-07-MUD-EBH-07001
Cost Code: 1-G07-000-XX0000-XX.00000
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RFP Section 2
Technical Specifications
Proven performers, good neighbors
2.1 DATA SHEET LIST
DOC
NO.
10
11
12
DATA SHEET NUMBER
REVISI
ON
24915-07-MUD-EBH-07001
24915-07-MUD-EBH-07002
24915-07-MUD-RHS-07110
A
A
B
2.2 SPECIFICATION LIST
DESCRIPTION
Motor Data Sheet
Motor Data Sheet
Motor Data Sheet
DOC
NO.
REVISION
24915-000-MJ-00-00001
2
24915-07-MJ-00-00002
2
DESCRIPTION
Munitions Demilitarization Bldg. Materials Handling - Legend,
Abbreviations & General Notes
Munitions Demilitarization Bldg. Materials Handling Equipment General Arrangement- Plan
REVISION
DESCRIPTION
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24915-000-3PS-AFPS-00001
1
Special Coating - Metal
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24915-000-3PS-E000-00016
5
Low-Voltage Induction Motors
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24915-000-3PS-E000-00021
0
Electrical Requirements for Packaged Equipment
2.4 – Technical Notes
2.3 – Drawings
NUMBER
SPECIFICATION NUMBER
ADDED/
REVISED IN
MR REVISION
0
0
2.4
TECHNICAL NOTES
2.4.1 Technical conflict between the documents included in this Material Requisition must be submitted to Bechtel
Parsons Blue Grass for individual resolution before the start of any subsequent work.
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RFP - Section 3
Drawings and Data Requirements
Proven performers, good neighbors
G321-E SAMPLE
1.
2.
DOCUMENT
CATEGORY
NUMBER
3.
SPECIFICATION
PARAGRAPH
REFERENCE
4.
DOCUMENT
DESCRIPTION
5.
PERMISSION
TO PROCEED
REQUIRED
X = Yes
(Blank) = No
6.
SUBMITTAL
SCHEDULE
7.
QUANTITY
REQUIRED
I=Initial
F=Final
KIND OF
COPIES
I=Initial
F=Final
6
8
Quality Assurance Manual
X
30
4, 1
P, E
10.1
Note 2
X
30
4, 1
P, E
10.2
12
19
Note 2
5.1 thru 5.1.3
5.1
X
X
X
30
30
30
4, 1
4, 1
4, 1
P, E
P, E
P, E
20
5.1
X
30
4, 1
P, E
21
5.1
X
30
4, 1
P, E
22
5.1
Typical Quality Verification
Documents / Sample
Typical material Used / Sample
Welding Procedure & Qualifications
UT- Ultrasonic Examination
Procedure
RT- Radiographic Examination
Procedure
MT- Magnetic Particle Examination
Procedure
PT- Liquid Penetrant Examination
Procedure
X
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4, 1
P, E
8.
REMARKS
1.00 thru 24.01 w/
Quote
1.00 thru 24.01
1.00 thru 24.01
1.00 thru 24.01
All Lines Except
Control Panels
All Lines Except
Control Panels
All Lines Except
Control Panels
All Lines Except
Control Panels
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RFP - Section 3
Drawings and Data Requirements
Proven performers, good neighbors
G321-EX SAMPLE
PROJECT: Blue Grass Chemical Agent Destruction Pilot Plant
LOCATION: Richmond, Kentucky
DATE:
JOB NO.: 24915
REV No.:
EQUIPMENT NAME:
TAG NO.:
SELLER’S Shop Order Number:
G-321-E
DOCUMENT
CATEGORY
NUMBER
SELLER
DOCUMENT
NUMBER
SELLER DOCUMENT
DESCRIPTION/TITLE
INITIAL
SUBMITTAL DATE
SCHD.
ACTUAL
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RFP - Section 3
Drawings and Data Requirements
Proven performers, good neighbors
G321-V - SAMPLE
SECTION 3 - G-321-V FORM
QUALITY VERIFICATION DOCUMENT REQUIREMENTS
1.
2.
DOCUMENT
CATEGORY
NUMBER
3.
SPECIFICATION
PARAGRAPH
REFERENCE
4.
DOCUMENT
DESCRIPTION
5.
BGCAPP
RELEASE
6.
FIELD RECEIPT
INSPECTION
CHECK-IN
7.
REMARKS
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5.1
Welding Qualification Verification Documents
All Lines Except Control
Panels
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4.0
Material Verification Reports
All Lines Except Control
Panels
DOC
SUPPLIER
PAGE
COUNT
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Material Safety Data Sheet
Proven performers, good neighbors
The Dow Chemical Company
Product Name: Adhesion Promoter AP8000
Issue Date: 11/09/2005
Print Date: 10 Aug 2006
* Indicates a Trademark
Page 1 of 8
The Dow Chemical Company encourages and expects you to
read and understand the entire (M)SDS, as there is important
information throughout the document. We expect you to follow the
precautions identified in this document unless your use conditions
would necessitate other appropriate methods or actions.
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RFP–
Sections 4a, Flow-Downs, and Section 4b
Proven performers, good neighbors
 Section 4a: General Conditions
 Flow-Downs (Appendix FOA-1) are an
appendix of the General Conditions and are
specific points contained in our Prime Contract
that MUST BE flowed down to the Suppliers
 Section 4b: Special Conditions
 Remember, exceptions to Terms and
Conditions is an evaluation consideration!
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RFP - Section 5
Supplier Quality Surveillance
Proven performers, good neighbors
1.0
QUALITY SURVEILLANCE
Quality Surveillance is defined as BUYER’S selective review, observation and evaluation of processes,
procurement, manufacturing operations, quality control systems and programs to assist BUYER in
monitoring SELLER’S compliance with the quality requirements of the Purchase Order. Quality
Surveillance may consist of all or part of the following activities:

Quality Planning

Surveillance

Supplier Evaluation

Quality Program Verification

Audit of Quality Programs

Order Status Verification
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RFP Section 6
Expediting Instructions
Proven performers, good neighbors
 Expediting Instructions offer specific guidance
on submission of:
–
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–
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Schedules
Progress reports
Organization charts
Seller purchase orders
Packing lists
Shop loads/schedules
Supplier Deviation Disposition Requests
BUYER’s Expediting Contact
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RFP Section 7
Packing, Marking, and Shipping Instructions
Proven performers, good neighbors
Provides specific instructions on the requirements
for Packing, Marking and Shipping equipment/goods
including US Export Control Compliance
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RFP Section 8
Invoicing Instructions
Proven performers, good neighbors
 Invoicing Instructions are provided to summarize the
Invoice payment process requirements. It includes
instructions on:
–Payment Terms (where they are located)
–Electronic Payment
–Invoice Preparation Instructions
–Bechtel Electronic Funds Transfer Authorization Form
FAILURE TO PROVIDE A PROPERLY PREPARED
INVOICE MAY RESULT IN THE INVOICE BEING
REJECTED!
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RFP Section 9
Supplier Quality Assurance Program
Proven performers, good neighbors
SECTION 9 – ATTACHMENT 1
SUPPLIER QUALITY ASSURANCE PROGRAM REQUIREMENTS
DATA SHEET
PROJECT
JOB NUMBER
LOCATION
REQUISITION NUMBER
EQUIPMENT NAME
BLUE GRASS CHEMICAL AGENT PILOT PLANT
24915
BLUE GRASS ARMY DEPOT, RICHMOND, KENTUCKY
REVISION
1
24915-007-MRA-ADDH-00044
BLAST DOORS AND GATES
BUYER’S SECTION
QA PROGRAM ELEMENT
X
ORGANIZATION
X
QUALITY ASSURANCE PROGRAM
X
DESIGN CONTROL
X
PROCUREMENT DOCUMENT CONTROL
X
INSTRUCTIONS, PROCEDURES& DRAWINGS
X
DOCUMENT CONTROL
X
CONTROL OF PURCHASED ITEMS AND SERVICES
X
IDENTIFICATION AND CONTROL OF ITEMS
X
CONTROL OF PROCESSES
X
INSPECTION
SELLER’S SECTION
SUPPLIER DOCUMENT
PARAGRAPH REFERENCE
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RFP
Representations and Certifications
Proven performers, good neighbors
 Representations and Certifications are required with
all proposals. This document requires the Offeror to
make Representations and Certifications about their
company.
 Reps and Certs must be completed by an authorized
agent of the company
 Failure to complete Reps and Certs may result in
removal of your proposal from further consideration
25
Complete Proposals
What constitutes a complete proposal?
Proven performers, good neighbors
 The million dollar question, literally. It is IMPERATIVE that a Bidders
proposal is complete and on time. Incomplete or untimely proposals may
not be considered.
 What it takes to provide a complete proposal:
– READ THE ENTIRE RFP. Even if you are an experienced offeror, the
requirements may change from RFP to RFP. It is IMPERATIVE that
Bidders read and understand the entire RFP.
– In a typical RFP, the following documents are required to be provided
with the proposal:
 Any requirements of the Information and Instruction to Bidders. Examples
are as follows:
– Financials
– Experience Statements
– Copies of Code Stamps
– Resumes
– Execution Plans
– Copy of QA Manuals
26
Complete Proposals
What constitutes a complete proposal?
Proven performers, good neighbors
– Continued
 A completed Form of Proposal.
– THAT MEANS NO BLANKS. EVERY FIELD SHOULD BE
FILLED OUT, IF IT IS NOT APPLICABLE, TELL US!
– Include all attachments, such as (but not limited to):
»
»
»
»
Optional Pricing Worksheets
Unit price breakdowns
A summary of Commercial or Technical Exceptions (if any)
Technical Form of Proposal, including any submittal requirements
 A completed Section 1 Scope of Work and Pricing. If your
company requires you to use a specific application to
provide an offer, that’s fine, but the Section 1 document
must be complete!
 Signed and dated Representations and Certifications form.
27
Review
What you should know now
Proven performers, good neighbors
– QUESTIONS?
28
Procurement Status
Proven performers, good neighbors
BGCAPP Acquisitions
Total Awards to Date = $145.1 M
32%
Complete
$160
Total, $145.1
$140
$120
(millions)
$100
$80
Subcontracts, $67.5
Equipment & Bulks, $68.5
$60
$40
$20
Field Purchases, $9.1
$0
29
Forecast of Acquisitions
Proven performers, good neighbors
 Construction Materials
– Construction Equipment, Tools, & Consumables
 Trucks and Gators
 Welding Machines, Shop Fabrication Equipment
– Construction Materials
– Electrical Materials
– Miscellaneous and Specialty Fabrication
Pipe/Fitting/Valves/Pumps/Flanges
Schedule is subject to change!
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Forecast of Acquisitions
Proven performers, good neighbors
 Engineered Equipment & Materials
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–
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Vertical Embeds
Carbon Steel Pressure Vessels
Bridge Monorail Crane
Stainless Steel, Carbon Steel Clad & High Alloy
Pressure Vessels
Jib Crane
Observation Windows
Evaporative Coolers
Chiller and Air Compressors
Shield Doors
31
Forecast of Acquisitions
Proven performers, good neighbors
 Subcontracts and Service Contracts
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Potable Fire/Water Tanks
Firewater Pump House
Non-Destructive Examination Services
Architectural Doors, Windows & Hardware
Snow Removal & Road Sweeping
Parking Lot Paving
Personnel Maintenance Building
Utility Building
Laboratory Building
32
BGCAPP Project Website
Proven performers, good neighbors
Website Link:
www.bechtelparsonsbgcapp.com
Please click on the link below to view a forecast of upcoming
opportunities
•Construction and Services
•Awarded Company-138kv Main Substation and Pole Lines
•Awarded Company- Maintenance Building
•Awarded Company- Personnel Support Building
•Engineered Equipment
•Materials
33
Tips for Doing Business with Bechtel
Parsons Blue Grass
Proven performers, good neighbors
 Complete and current registration on Bechtel
Supplier and Contractor Portal
 Look for opportunities on the project website
 Market directly to project via Small Business
Advocate and other Acquisition staff
 Identify small business socioeconomic status
 Complete documents for prequalification
 Fully read and understand Request for
Proposal
 Ask questions
34
Contact Information
Proven performers, good neighbors
Diane Osbourne
Small Business Program Advocate
301 Highland Park Dr.
Richmond, KY 40475
(859) 624-6204
[email protected]
35