Trilogy Reservoir and Booster Pump Station

by the Design- Build contract documents. Design-Builder or Contractor – The firm or joint venture awarded the Design-Build Contract. Finalists – The short-listed Proposers after SOQ evaluation. GMP – Guaranteed Maximum Price. Key Personnel - Individuals fulfilling the roles identified in Section 3.8 and that must be identified in Respondent’s SOQ and committed to work on the Project if Respondent is selected as the Design-Builder. Proposers – The firms or joint ventures responding to the RFQ and/or RFP. Trilogy Reservoir and Booster Pump Station Request for Qualifications TW26-0186F 3 2.0 PROJECT DESCRIPTION 2.1 Reasons for Using DB Delivery The primary driver for selecting the PDB delivery method for this Project is to expedite the overall project schedule. The Trilogy Reservoir and Booster Pump Station is one of multiple Tacoma Water projects to support ongoing growth in southeast Pierce County. To meet customer service requirements and improve water system resiliency in this region, the City desires to complete the Project by 2030. PDB delivery will provide the following opportunities to manage schedule risk: • Pump Station equipment required for the project (e.g., pumps, electrical equipment including transformers, Motor Control Centers (MCCs), and standby generators) are currently long lead items. PDB delivery will provide the opportunity to utilize early works packages to select and order equipment early, reducing the overall project schedule relative to design-bid-build. • An integrated DB team can move more quickly through design and construction than under other delivery methods. • Early DB input to plan for constructability and construction sequencing will increase accuracy of the Project construction schedule and avoid unforeseen issues that could result in delays. • The Contractor will have the ability to plan their use of the site and construction operations more thoroughly and will have the opportunity to influence the design. The City also anticipates obtaining the following additional benefits from using PDB delivery: • Early DB constructability input, particularly related to a constrained site, will minimize the risk of unexpected facility issues with critical drinking water infrastructure. • Contractor input for novel approaches to startup, commissioning, and testing will benefit the readiness of the new reservoir and pump station for operations. • Enhancing collaboration that considers operations and maintenance preferences and other projects in the area. • PDB allows Tacoma Water to collaborate with the DB team to provide a design solution that meets the project requirements, with opportunity for design-to-budget refinements to align with the available budget. • PDB allows Tacoma Water and the DB to come to certainty on cost of construction earlier than either GC/CM or traditional D/B/B delivery methods. • PDB reduces Tacoma Water’s risk of added cost from change orders and allows faster resolution of challenges during construction. • PDB allows Tacoma Water to work collaboratively and transparently with the Contractor and the design team to make educated/informed decisions on materials and systems based on cost effectiveness, durability, and availability. Trilogy Reservoir and Booster Pump Station Request for Qualifications TW26-0186F 4 2.2 Project Background and Scope Tacoma Water serves as the water purveyor for the growing Tehaleh master planned community south of Bonney Lake. As this area continues to grow, Tacoma Water needs to expand its infrastructure to support the growth. An area of Tehaleh in the vicinity of Cascadia Boulevard is currently in need of a reservoir and booster pump station. This project will involve the design and construction of a 3-4 Million Gallon above-ground reservoir intended to serve the 810 pressure zone and an approximately 3,000 gallon-per-minute below-ground booster pump station to serve the 950 pressure zone. The subject site for this critical infrastructure is located along the west side of 181st Avenue East in Bonney Lake, WA (Tax Parcel No. 7002741531). Construction of the Trilogy Reservoir and Booster Pump Station and related improvements will facilitate operations within the Tehaleh master planned community as described in the attached Tehaleh Pressure Zone Study Summary (Attachment H). The potential arrangements of facilities on the parcel identified for construction are described in the attached Cascadia Reservoir Site Evaluation – Tech Memo (Attachment H) (note that the Trilogy Reservoir was referred to as the Cascadia Reservoir in planning documents). The City is interested in PDB input to establish the size, layout, tank material of construction, and pump station configuration. Project scope for the DB team may include, but is not limited to: validation of Owner’s project information and criteria; project scoping; design; cost estimating; life cycle and value analysis; constructability analysis; scheduling/phasing; submitting for and obtaining required jurisdictional inspections, approvals, and permits; subcontractor buy-out/bidding; materials and equipment procurement; subcontractor and supplier scheduling and coordination; and construction of the Trilogy Reservoir and Booster Pump Station. 2.3 Project Goals The City has established the following Project Goals: 1. Efficient Scheduling and Sequencing. Before, during and after construction, the DB Team will implement an efficient schedule for design, construction sequencing and commissioning that will: a. Minimize the impact on Tacoma Water operations and customers. b. Implement a design and construction schedule that accounts for long lead time procurement items. c. Implement an effective permitting plan that minimizes the time to obtain a permit and reduces the risk of delays in obtaining the permits. 2. Maximize the Project Budget. The DB Team will leverage the efficiencies of the PDB process through innovative design to: a. Provide an efficient and effective design that maximizes the scope, long- term performance, and ease of operations and maintenance within the City’s established budget and minimizes operations and maintenance costs. b. Provide clear, transparent, timely, and accurate project costs that will allow Tacoma Water to make timely decisions regarding the project and communicate effectively with executive sponsorship and stakeholders. Trilogy Reservoir and Booster Pump Station Request for Qualifications TW26-0186F 5 3. Exemplify Excellent DB Performance. The DB Team will develop and utilize a collaborative relationship between the City, its stakeholders, and the DB Team to meet or exceed the Project Goals and achieve the following objectives: a. Appropriate decision‐making authority for on‐site personnel and an expedited analysis/decision process so that decisions by the DB Team are made in a timely fashion so as not to impact the project schedule or impede daily operations. b. Excellent and intentional communication and collaboration between the DB Team and the City. c. Transparent and collaborative processes (e.g., pricing, scheduling, decision-making) for implementing the Project. d. Minimize recordable safety incidents. 4. Quality. The Design‐Builder will employ a robust and effective Quality Management Plan and demonstrate superior technical expertise of personnel performing the work to achieve the following objectives: a. Meet or exceed technical and quality requirements for the Project. b. Development and implementation of a clear and thorough Quality Management Plan that actively and transparently discovers, tracks, and successfully resolves quality issues before they impact schedule and cost for both design and construction. c. The quality of materials, craftmanship, and design will be evident for years into the future. Cost effectiveness will be measured based on a balance of first-cost and long-term costs. 2.4 Project Funding Tacoma Water funds our Capital Improvement Plan (CIP) with a combination of bonds, low- interest loans, capital and operating reserves. The initial A/E design, PDB advisory services, project management services and the Design Builder’s preconstruction services for this project will be funded with capital reserves. The remaining, post-GMP costs of PDB advisory services, project manager/construction manager services, A/E design services and construction of the project will be funded by a combination of low interest loan funding, anticipated revenue bonds, and cash reserves. 2.5 Project Schedule The following is the anticipated project schedule. The City intends to complete the Design‐ Builder selection process and execute a contract with the selected Design‐Builder in a timely and efficient manner. The dates listed are preliminary and may be adjusted by the City during the procurement or project execution phases. The City reserves the right, at their sole discretion, to change the dates and times below. Trilogy Reservoir and Booster Pump Station Request for Qualifications TW26-0186F 6 Key Milestones Target Date(s) Step 1 – RFQ Phase RFQ Released for Advertisement September 30, 2026 RFQ Pre-Proposal Meeting October 7, 2026 at 9:00 AM PDT Deadline for Submitting Questions October 20, 2026 at 3:00 PM PDT Last Day for City response to questions and to Issue Addenda October 27, 2026 Statement of Qualifications Deadline November 10, 2026 at 11:00 AM PDT Notification of Selected Finalists December 4, 2026 Step 2 – RFP Phase RFP Issued Week of December 7, 2026 One-on One (Proprietary) Meeting Week of January 4, 2027 Deadline for Submitting Questions Week of January 11, 2027 Last Day for City response to questions and to Issue Addenda Week of January 11, 2027 Proposal Deadline January 26, 2027 Interviews (optional) Week of February 8, 2027 Announcement of Highest‐Ranked Finalist Mid–February 2027 Design‐Build Contract and Phase 1 (Pre-GMP) Fee/Scope Negotiations February – March 2027 Tacoma Public Utilities Board Approval and DB Contract Execution (on or around) May 2027 Project Execution Validation Period (0-10% Design) May – September 2027 Design Development (10-30% Design) September 2027 – January 2028 Design Development (30-60% Design) January – April 2028 Negotiate GMP Amendment May – June 2028 Tacoma Public Utilities Board Approval and GMP Amendment Executed (on or before) August 2028 Phase 2 Design (60-100% Design) April 2028 – August 2028 Construction August 2028 – October 2029 Substantial Completion October 2029 Commissioning and Startup November 2029 – December 2029 2.6 Project Environmental Review and Permitting The City anticipates that a number of permits and approvals will be required for the Project; major permits and approvals are summarized below. A comprehensive list of anticipated permits will be developed during the Validation Period. • Pierce County: A Conditional Use Permit is anticipated to be required for the Reservoir property. A Cultural Resources Review may be required for the Reservoir property. • SEPA: SEPA is anticipated to apply, and will be led by the City, with technical support from the Design-Builder. • Department of Health: An Engineering Design Review Report will be required prior to construction of the infrastructure. Trilogy Reservoir and Booster Pump Station Request for Qualifications TW26-0186F 7 The City expects that the responsibility and delay risk for certain permits and approvals will be assigned to the City while the responsibility and delay risk for other permits will be assigned to the Design-Builder. 2.7 Project Contracting and Delivery Process Project delivery will be a PDB contracting method using the form of contract set forth in (Attachment F). The City reserves the right to modify the contract form and to negotiate terms of the contract with the successful Finalist. The City anticipates modifying the form of contract to include provisions for performance requirements and a performance test; the modified form of contract will be included with the RFP. 3.0 REQUEST FOR QUALIFICATIONS PROCESS 3.1 Eligibility Proposers who have a qualified DB Team and are interested in being considered for selection as the Design‐Builder may submit a SOQ in accordance with the requirements set forth in this RFQ. The City reserves the right, at its sole discretion, to waive informalities or non-material irregularities in the SOQs and/or Proposals received, and to reject any and all proposals and/or cancel this RFQ and/or RFP at any time for any reason. In the event that the City does so, it shall provide the reasons for rejection or cancelation in accordance with RCW 39.10.330 . 3.2 SOQ General Requirements SOQs must address each topic below in a clear, comprehensive, and concise manner and in the format and order described below. SOQs should be prepared to provide straightforward and concise information that will enable the City’s Selection Advisory Committee (SAC) to efficiently evaluate them. The SOQ shall be formatted as follows: 1. Table of Contents. Refer to Section 3.5 for required SOQ sections and order. 2. The City has a strict page limit for the SOQ as indicated herein. Any SOQ with pages that exceed the page limit will not have those excess pages be considered for purposes of evaluation. While the City does not intend to reject SOQs for exceeding page limits, it will not consider any information on pages that exceed the page limit. 3. All SOQs shall be in an 8.5” by 11” format with the exceptions noted. Proposers may use up to three (3) 8.5” by 14” pages for organizational charts, figures, schedules, exhibits, tables, or other illustrative and graphical information used in responding to the RFQ requirements. All 8.5” by 14” pages will be counted as one page. Pages in 8.5” by 14 ” format may not be used for narrative responses. SOQs shall be limited to thirty (30) pages in length. (A page shall be defined as one face of a sheet of paper.) The SOQ must include a table of contents with bookmarks and be organized in sections corresponding to the numbering, criteria and order identified in RFQ S ection 3.0. 4. The page count does not include the following: • proposal cover sheet, • table of contents, • resumes of Key Personnel, • required forms, Trilogy Reservoir and Booster Pump Station Request for Qualifications TW26-0186F 8 •tabs or back covers. Tabs, coversheet and back cover shall have no substantive w ritten information included, otherwise they will be counted in the page limit. 5.Appendix information, attachments and exhibits will count towards the page limit. 6.All information shall be in English. 7.All narrative text shall be single‐spaced in a regular style font at a minimum of 11 points. The type, style and size of headings and figures are not prescribed. 8.No text, tables, figures, photos, or other substantive content shall be printed within 1” of any page edge. 9.SOQs should only include information required by this RFQ. 10.SOQs shall be digital, in PDF format. The complete SOQ shall be contained i n a s ingle, unlocked, searchable PDF file with bookmarks. Maximum pdf file size is 35MB. 11.SOQs shall be submitted per the instructions on the information page located at the f ront of the RFQ. Proposers are encouraged to leave adequate time for transmission of SOQs . 12. P roposers have full responsibility for ensuring that their SOQs are received by the City by the SOQ deadline. 13.Proposers are discouraged from presenting detailed, project-specific design concepts, detailed pricing, 3-D models, renderings or other design or estimating intensive efforts as part of this DB RFQ/RFP process. 3.3 SOQ Evaluation Process SOQs will be evaluated by an SAC. The SAC will be comprised of individuals familiar with the Project and knowledgeable in the scope of work. All scoring members of the SAC will be City employees; the City’s technical consultants will provide non-scoring, advisory support to the SAC. The SAC will first review SOQs for initial decisions on SOQ responsiveness and on Proposer responsibility. Signed documents, completion of required forms, and other initial elements of responsiveness and responsibility will be reviewed during initial screening. Those SOQs and Proposers found responsive and responsible will continue to be evaluated and scored. The City reserves the right to determine, in its sole discretion, which projects submitted by the Proposer meet the definition of “Projects of Similar Scope and Complexity” and to award more points to Proposers who have performed work on projects that incorporate more of the characteristics set forth in this definition and that are more recent. The City also reserves the right to award more points to projects in which the Proposer’s Key Personnel had substantial responsibility for their respective scopes of work. The SAC will evaluate and score the SOQs using the evaluation criteria, scoring and weighting presented in this RFQ and any addenda. SOQs will be scored and then ranked in relation to all other SOQs submitted. Scores may range from zero points to the maximum points available, depending on the appropriateness and completeness of the response to the stated criteria. The SAC will identify significant and minor strengths and weaknesses from the SOQs. The term “strength” is that part of the SOQ which ultimately represents a benefit to the Project and is expected to increase the Proposer’s ability to meet or exceed the Project Goals; a minor strength has a slight positive influence and a significant strength has a considerable positive influence on the Proposer’s ability to exceed the Project Goals. Trilogy Reservoir and Booster Pump Station Request for Qualifications TW26-0186F 9 The term “weakness” is t hat part of the SOQ which detracts from the Proposer’s ability to meet the Project Goals and may result in inefficient or ineffective performance; a minor weakness has a slight negative influence and a significant weakness has a considerable negative influence on the Proposer’s ability to exceed the Project Goals. The City may