Team Selection Criteria

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Team Selection Criteria Preparation of Proposal
Documents

• Tim Linker
• NC Procurement Technical Assistance Center
• NC State University

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NC Procurement Technical Assistance Center (NC
PTAC)

• PTAC Program was Established by the Defense
  Logistics Agency (DLA) in 1986.
• Headquartered at NC State, NC PTAC functions as
  the government procurement extension service of
  the University of North Carolina System.
• NC PTAC assists with all levels of government
  contracting (local, state, and federal).
• From 2004-2006, NC PTAC assisted NC business in
  obtaining 4 billion dollars of government
  contracting.

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How can the NC PTAC assist you?

• Finding available resources to identify
  government opportunities
• Understanding government rules and regulations
• Completing necessary government registrations
• Completing government certifications
• Understanding solicitation requirements
• Responding to a solicitation
• Reviewing completed bids
• Researching award histories
• Getting paid

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Design-Build Team Selection Criteria

• Creating a win-win team.

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The Courtship of Partner(s)

• What is required for the particular project?
• Are you building a hospital, commissary, or water
  treatment plant?
• What are your core competencies and where will
  you need assistance?
• Who are you working with now or in the past?
• Has it been successful or worked well?
• What are your potential partners strengths and
  weaknesses?
• Key Does your potential partner have the ability
  to act as a team player and possess the requisite
  knowledge base?

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Selection Criteria

1. Skill Level
2. Reputation
3. Relevancy/Past Performance
4. Rapport/Communication
5. Technical Competence
6. Commitment to Creating the Best Value
7. Commitment to Containing Costs
8. Resources

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The Tie that Binds

• Explicitly define the roles and responsibilities
  for each partner.
• What is the best way to bind the partners
  together for this project?
• Teaming Agreement
• AGC Document No. 499, Teaming Agreement for
  Design-Build Project
• Joint Venture (JV)
• Partnership
• Limited Liability Corporation (LLC)
• S-Corporation

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Whos Leading the Pack?

• Determining who is the lead on the project
• Which partner discovered/marketed the project,
  and do they have an existing relationship with
  the buying entity?
• Who brings the greatest amount of resources to
  the project ?
• Who has the greatest amount of risk involved in
  the project?
• Who has the greatest amount of integration
  experience?

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Preparation of Proposal Documents

• The art of convincing the Government Evaluators
  that your proposal is the best.

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What not to do in your proposal preparation!
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The Essence of Proposal Preparation

• Your team must be able not only
• to comprehend a RFP, but accurately
• to demonstrate that comprehension while
• proposing and describing an effective
• solution to the issue at hand.

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Identify the Opportunity and Gather the Necessary
Documents

• Get the correct solicitation and keep checking
  for amendments or modifications.
• Determine the solicitation and contract type.
• Assemble all the attachments and materials
  incorporated by reference (FAR clauses, etc.).
• Read the entire solicitation twice.
• Many companies do not fully comprehend what they
  are being asked to provide and, consequently, are
  not able to provide a proposal that completely
  meets the requirements of the solicitation.

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Define and Analyze the Solicitation Requirements

• Federal solicitations provide you with details of
  what the government wants and with details of how
  it will evaluate your proposal.
• For instance, Solicitation (R3-07-19a)
• Lost Lodge Ranger Station, US Forest Service,
  USDA
• Section C, Statement of Work Provides a detailed
  description of what the government is seeking.
• Design on the construction of four buildings (23K
  sq. ft. total)
• Section M, Evaluation Factors of Award
• Technical Approach 25 , LEED Silver
  Certification and Energy Star methodologies
• Past Performance 75, Quality of
  Product/Service, Timeliness of Performance,
  Business Relations

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Make a Plan and Execute it

• Make a proposal requirements task list and a
  contract performance task list.
• Create a plan that details what the
  responsibilities of each team member are and when
  each task is due.
• Focus on meeting the proposal due date.
• Provide all the required information in enough
  detail so that the evaluators know that you
  understand the requirements thoroughly.
• Follow the solicitations format!
• Page limits, numbering, section titles, etc.

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Assemble Edit

• Gather, assemble, compile, and edit all the items
  specified by the task lists you created.
• Arrange them in the specified sequence.
• Prepare a brief cover letter or executive
  summary.
• Provide the required number of copies of the
  proposal in the layout the solicitation dictates.

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The Process
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Quick Tips

• Follow all the instructions.
• Follow the sequence.
• Focus on the customers mission and goals.
• A proposals purpose is to describe in detail
• what you can do to support the mission.
• Check and recheck your cost data.
• Start with the executive summary and end
• with a full-scale bragging section. In
  between, provide supportable facts.

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Is Your Proposal

• Responsive Did your submit the required
• documents in the required format?
• Responsible Is your company qualified and
• eligible to receive the contract/award?
• Competitive Is your price fair and
• reasonable under the circumstances?
• Technically Acceptable Does your product
• meet the customers requirement?

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Federal Subcontracting

• What you need to know.

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Federal Preference Programs

• The federal government has social goals that it
  tries to satisfy through Preference Programs.
• Federal goals
• Small Business 23
• Small Disadvantaged Business (SDB)/8(a) 5
• Woman-Owned Small Business (WOSB) 5
• Historically Underutilized Business (HUB) Zone
  3
• Service-Disabled Veteran-Owned Small Business
  (SDVOSB) 3
• Federal Acquisition Regulation (FAR) 19.702
  requires that all construction projects over 1
  million dollars must have an approved
  subcontracting plan.
• Small Business Administration (SBA) Certified
  Preference Programs

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Creating a Federal Subcontracting Plan

• FAR Clause 52.219-9 provides a model
  subcontracting outline
• Elements include
• Type of subcontracting plan Master, Individual
• Goals for each type of segment VOSDB, SDB, WOSB,
  etc.
• Description of supplies and services to be
  subcontracted
• Method of identifying sources and developing goal
  percentages
• Individual responsible for the subcontracting
  program
• Description of the efforts to identify
  subcontractors
• Various assurances of reporting and clause flow
  down
• Record keeping requirements

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Questions?
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Tim Linker

• 920 Main Campus Drive, Venture II, Suite 101
• Centennial Campus, NCSU
• Raleigh, NC 27606
• 919.424.4453, tlinker_at_sbtdc.org
• WWW.NCPTAC.ORG