Puc Pro 0182

neutraljob
Request for Proposals:
Electrical Engineering Services for the Hetch

Hetchy Region
Agreement No. PUC.PRO.0182
2/25/2021
525 Golden Gate Avenue • San Francisco, CA 94102

Table of Contents
1 RFP SUMMARY ............................................................................................................................1
INTRODUCTION ................................................................................................................................. 1
TENTATIVE RFP SCHEDULE ................................................................................................................. 2
PRE-SUBMITTAL CONFERENCE ............................................................................................................ 2
REQUESTS FOR INFORMATION AND ADDENDA/CHANGE NOTICES .............................................................. 2
DIVERSITY IN CONTRACTING ................................................................................................................ 3
LIMITATIONS ON COMMUNICATIONS .................................................................................................... 3
CONFLICTS OF INTEREST ..................................................................................................................... 3
2 BACKGROUND .............................................................................................................................4
SAN FRANCISCO PUBLIC UTILITIES COMMISSION..................................................................................... 4
SFPUC POLICIES ............................................................................................................................... 4
SFPUC - Infrastructure Division..................................................................................................... 5
Hetch Hetchy Water and Power.................................................................................................... 5
2.5 Background Documents..................................................................................................................7
3 SCOPE OF SERVICES......................................................................................................................8
DESCRIPTION OF SERVICES .................................................................................................................. 8
CONTRACT TERM AND SCHEDULE......................................................................................................... 9
Project Descriptions...................................................................................................................... 9
DETAILED DESCRIPTION OF TASKS......................................................................................................... 12
Estimated Work by Discipline................................................................................................................ 13
CITY STAFF RESPONSIBILITIES.................................................................................................................14
3.7 GENERAL OBLIGATIONS..........................................................................................................................14
3.8 COMMUNITY BENEFITS...........................................................................................................................20
4 MINIMUM QUALIFICATIONS ......................................................................................................21
PRIME PROPOSER AND JOINT VENTURE (JV) PARTNERS QUALIFICATIONS ................................................. 21
SUBCONSULTANT QUALIFICATIONS..................................................................................................... 22
LEAD ANDKEY TEAM MEMBER QUALIFICATIONS................................................................................... 23
5 PROPOSAL RESPONSE FORMAT ..................................................................................................26

PROPOSAL SUBMISSION ................................................................................................................... 26
PROPOSAL REQUIREMENTS AND FORMAT............................................................................................26
ii
5.2.6 TEAM MEMBERS.....................................................................................................................................28
5.2.7 TEAM ORGANIZATION CHART.................................................................................................................29
5.2.8 OVERHEAD AND PROFIT SCHEDULE.......................................................................................................29
5.2.9 COMMUNITY BENEFIT SUBMITTAL........................................................................................................32

5.2.10 CMD LOCAL BUSINESS ENTERPRISE FORMS...........................................................................................38
5.2.11 ADDITONAL ATTACHMENTS: CITY REQUIREMENTS FORMS...................................................................38
6 EVALUATION AND SELECTION CRITERIA ......................................................................................39

INITIAL SCREENING .......................................................................................................................... 39
OVERALL EVALUATION PROCESS ........................................................................................................ 39
6.2.2 OVERHEAD AND PROFIT SCHEDULE ...................................................................................................41
FINAL SCORING ............................................................................................................................... 42

7 AWARD OF AN AGREEMENT.......................................................................................................43
AGREEMENT PREPARATION............................................................................................................... 43
STANDARD AGREEMENT LANGUAGE ................................................................................................... 43
AGREEMENT ADMINISTRATION .......................................................................................................... 43
8 TERMS AND CONDITIONS ...........................................................................................................45
ERRORS AND OMISSIONS IN RFP ....................................................................................................... 45
INQUIRIES REGARDING RFP .............................................................................................................. 45
INTERPRETATION AND ADDENDA/CHANGE NOTICES ............................................................................. 45
OBJECTIONS TO RFP TERMS.............................................................................................................. 46
RESERVED...................................................................................................................................... 47
TERM OF PROPOSAL ........................................................................................................................ 47
REVISION OF PROPOSAL ................................................................................................................... 47
ERRORS AND OMISSIONS IN PROPOSAL............................................................................................. 47
FINANCIAL RESPONSIBILITY............................................................................... ................................................. 48
PROPOSER'S OBLIGATIONS UNDER THE CAMPAIGN REFORM ORDINANCE................................................... 48
SUNSHINE ORDINANCE.................................................................................................................... 49
PUBLIC ACCESS TO MEETINGS AND RECORDS...................................................................................... 49
RESERVATIONS OF RIGHTS BY THE CITY................................................................................................ 49

8.14 NO WAIVER...............................................................................................................................50
9 CONTRACT MONITORING DIVISION (CMD) REQUIREMENTS ........................................................51
iii
CHAPTER 14B LOCAL BUSINESS ENTERPRISE SUBCONSULTING PARTICIPATION REQUIREMENTS AND GOOD
FAITH OUTREACH REQUIREMENTS ..................................................................................................... 51
CHAPTERS 12B AND 12C REQUIREMENTS (EQUAL BENEFITS)................................................................. 54

10 ADDITIONAL CITY REQUIREMENTS .............................................................................................55
INSURANCE REQUIREMENTS .............................................................................................................. 55
STANDARD AGREEMENT ................................................................................................................... 57
NONDISCRIMINATION IN CONTRACTS AND BENEFITS ............................................................................. 57
MINIMUM COMPENSATION ORDINANCE FOR EMPLOYEES (MCO) .......................................................... 57
HEALTH CARE ACCOUNTABILITY ORDINANCE (HCAO)........................................................................... 57
FIRST SOURCE HIRING PROGRAM (FSHP) ........................................................................................... 58
CITY VENDOR AND SUBCONSULTANT REGISTRATION ............................................................................. 58
BUSINESS TAX REGISTRATION ............................................................................................................ 58
CONFLICTS OF INTEREST ................................................................................................................... 59
ADMINISTRATIVE CODE 14B REPORTING REQUIREMENTS ..................................................................... 59
ADMINSTRATIVE CODE CHAPTER 12X REQUIREMENTS .......................................................................... 59
11 PROTEST PROCEDURES...............................................................................................................61
PROTEST OF NON-RESPONSIVENESS DETERMINATION ........................................................................... 61
PROTEST OF AGREEMENT AWARD ...................................................................................................... 62
DELIVERY OF PROTESTS .................................................................................................................... 63
12 CONFLICT OF INTEREST ..............................................................................................................64
OBLIGATIONS ................................................................................................................................. 64
WORK ........................................................................................................................................... 64
OTHER GENERAL RESTRICTIONS APPLICABLE TO THIS RFP ...................................................................... 66
CONSULTATION WITH COUNSEL ......................................................................................................... 66
13 ACRONYMS AND ABBREVIATIONS ..............................................................................................67
14 LIST OF APPENDICES...................................................................................................................69
iv
1 RFP Summary
Introduction
The San Francisco Public Utilities Commission (SFPUC, or “Department”), a department of the
City and County of San Francisco (“City”), seeks to retain the services of a qualified Proposer 1 to
provide electrical engineering planning, design, and engineering support during construction
services for the Water Enterprise and Hetch Hetchy Capital Improvement Programs for
switchyards, substations, powerhouses, and other related facilities associated with Hetch
Hetchy. The selected Proposer (“Consultant”) may also be called upon to provide other related
services during the term of the Professional Services Agreement (“Agreement”).
The SFPUC seeks to select a Proposer with proven expertise and extensive experience, as
specified in Section 4.
The anticipated total amount and duration of the Professional Services Agreement
(“Agreement”) are as follows:
Agreement Amount: $6,000,000.00
Agreement Duration: 8 Years
The Agreement amount is inclusive of all reimbursable costs and all optional tasks. The SFPUC
reserves the right to commence, close, reduce, or extend Proposer services at any time in
response to changing needs. The SFPUC shall have the sole discretion to extend the Agreement
term for up to a total of eleven (11) years (or 132 months) and may increase the contract
amount, consistent with City requirements.
The SFPUC may incorporate the Task Descriptions set forth herein into the Agreement as the
applicable scope of services. The SFPUC will incorporate the Overhead and Profit Schedule’s
(OPS) billing rates provided by the Consultant as part of its proposal into the Agreement. The
terms of the Agreement, including the overhead and profit rate and billing rates listed in the
submitted OPS, will be non-negotiable.
The SFPUC may post additional information relating to the RFP on the SFBid website after
issuance of the RFP. Proposers are responsible for consulting the SFBid website regularly for
these updates.
1 “Proposer” refers to any entity responding to this Request for Proposals (RFP).
PUC.PRO.0182 San Francisco Public Utilities Commission (SFPUC) Page | 1

Tentative RFP Schedule
The following dates for issuance of the RFP, receipt and evaluation of proposals, as well as
award of an Agreement, are tentative, non-binding, and subject to change without prior notice:
Advertisement of RFP ................................................................................................ 2/25/2021

Pre-Submittal Conference.......................................................................................... 3/11/2021
Deadline for Proposers to Submit Questions ........................................................... 3/15/2021
Deadline for Proposers to Submit Proposals ............................................................... 4/9/2021
Posting of Proposer Ranking ...................................................................................... 5/20/2021
Deadline for Proposer to Achieve Vendor Compliance and Execute Agreement ....... 6/4/2021
Public Utilities Commission Authorization to Execute Agreement ........................... 6/29/2021
Notice of Award of Agreement .................................................................................. 7/26/2021
Pre-Submittal Conference
Pre-submittal conference information:
Time: 2:00 PM
Date: 3/11/2021
Location: TEL # 650-963-5767 Meeting ID 269431078, TEL # 408-419-1715 Meeting ID
269431078
The SFPUC encourages attendance at the pre-submittal conference. The SFPUC will address
questions regarding the RFP at this conference and provide any new information at that time.
While City staff may provide oral clarifications, explanations, or responses to any inquiries, the
City will not be bound by any oral representation. If the City provides any new and/or
substantive information in response to questions raised at the pre-submittal conference, the
SFPUC will be memorialize the information in a written addendum to this RFP.
The SFPUC highly recommends Prime Proposer’s attendance at the pre submittal conference
as one of the good faith steps under the City’s Administrative Code Chapter 14B “Good Faith
Outreach” requirements. If the Contract Monitoring Division (CMD) has assigned a Local
Business Enterprise (LBE) participation requirement, see Section 9.1, “LBE Subconsultant
Participation Requirements”.
Requests for Information and Addenda/Change Notices

All requests for information concerning the RFP, whether submitted before or after the pre-
submittal conference, must be in writing and submitted via the SFBid website.
The SFPUC will provide any interpretation of, or make any change in, the RFP by addendum,
which will become a part of the RFP and of any Agreement that the SFPUC awards. The SFPUC

will make reasonable efforts to post any modifications to the RFP in a timely manner on the
SFBid website.
Please refer to Sections 8.2 and 8.3 for more information regarding RFP inquiries and
addenda/change notices.
Diversity in Contracting
This contacting opportunity is subject to compliance with the City’s Administrative Code
Chapter 14B Local Business Enterprise (LBE) subcontracting requirements. In addition, the
SFPUC seeks to promote diversity within its contracting opportunities. The SFPUC also seeks to
further optimize the use of consultant teams that reflect the diversity of the City and County of
San Francisco. As such, is the SFPUC recommends that Proposers consider the composition of
their teams in terms of gender, age, ethnicity, and race, and utilize teams that include a diverse
mix of staff at all organizational levels.
Note that the SFPUC's encouragement of diversity will not affect the evaluation of proposals for
this RFP. Criteria for evaluation is limited to the factors described in the Evaluation and
Selection Criteria section of this RFP (Section 6).
Limitations on Communications
From the earlier of either 1) the publication of this RFP on the SFPUC’s Contract Advertisement
Report, or 2) the date this RFP is issued, until completion of the competitive process of this RFP,
either by cancelation or by final action of the San Francisco Public Utilities Commission,
Proposers, subconsultants, vendors and/or their representatives or other interested parties,
may communicate with the SFPUC only as instructed in this RFP.
The SFPUC strictly prohibits any attempt to communicate with or solicit any City official,
representative or employee, except as instructed in this RFP. Failure to comply with this
communications protocol may, at the sole discretion of the SFPUC, result in the disqualification
of the Proposer or potential Proposer from the competitive process. This protocol does not
apply to communications with the City regarding business not related to this RFP.
Conflicts of Interest
The City will require the Consultant to agree to comply fully with and be bound by all applicable
provisions of state and local law related to conflicts of interest. The SFPUC advises Proposers to
review Section 12 of this RFP carefully before submitting a proposal.

2 Background
San Francisco Public Utilities Commission
The SFPUC is the City department that provides retail drinking water and wastewater services
to San Francisco, wholesale water to three (3) Bay Area counties, and green hydroelectric and
solar power to San Francisco's municipal operations.
The mission of the SFPUC is to:
• Serve San Francisco and its Bay Area customers with reliable, high quality, and
affordable water, while maximizing benefits from power operations and responsibly
managing the resources entrusted to its care;
• Protect public health, public safety, and the environment by providing reliable and
efficient collection, treatment, and disposal of San Francisco’s wastewater;
• Conduct its business affairs in a manner that promotes efficiency, minimizes waste, and
ensures rate payer confidence; and
• Promote diversity and the health, safety, and professional development of its
employees.
The SFPUC is comprised of three separate enterprises. The Water Enterprise is responsible for
managing the transmission, treatment, storage, and distribution of potable water to San
Francisco’s wholesale and retail customers. The Wastewater Enterprise is responsible for
managing the collection, treatment, and disposal of San Francisco’s wastewater. The Power
Enterprise is responsible for managing retail power sales, transmission and power scheduling,
energy efficiency programs, street lighting services, utilities planning for redevelopment
projects, energy resource planning efforts, and various other energy services.
With regard to the SFPUC Divisions, External Affairs provides Communications and Outreach
services, Business Services oversees all financial and accounting matters for the entire SFPUC,
and Infrastructure delivers capital improvement programs.
SFPUC Policies
The SFPUC has adopted several policies that reflect the agency’s commitment to sustainability
and environmental stewardship, environmental justice, community benefits, and innovative
technologies. Proposers must demonstrate an ability to comply with and advance the following
policies:

A. Environmental Justice Policy
On October 13, 2009, the SFPUC adopted a comprehensive set of environmental justice
guidelines for use in connection with its operations and projects within the City, as required by
Charter Section 8B, by Resolution 09-0170.
http://sfwater.org/Modules/ShowDocument.aspx?documentid=3568
B. Community Benefits Policy

On January 11, 2011, the SFPUC adopted a Community Benefits Policy, by Resolution No. 11-
0008, that seeks to achieve positive community outcomes including: workforce and economic
development (such as contracting with local companies and hiring local workers); innovative
environmental programs (i.e., those that minimize adverse impacts); stakeholder and
community involvement; arts and cultural programming; educational programs; responsible
land use; sustainability; improvements in community health; diversity; and inclusionary
initiatives that reflect the SFPUC’s values, volunteerism, and monetary or in-kind contributions
to the community.
http://sfwater.org/Modules/ShowDocument.aspx?documentid=3570
SFPUC – Infrastructure Division

Within the SFPUC, the Infrastructure Division is responsible for providing internal resources for
SFPUC capital projects. Organizational capacity and in-house capabilities continue to expand
and increase. When the Infrastructure Division does not have the required expertise, or choses
to supplement staff, SFPUC hires Consultants with specialized expertise. The Infrastructure
Division, which is managed by the Assistant General Manager (AGM) for Infrastructure, is
organized into operations and programs. Operations consist of the following: Project Delivery,
which includes the Construction Management Bureau (CMB), the Engineering Management
Bureau (EMB), and the Bureau of Environmental Management (BEM); the Project Management
Bureau (PMB); and the Contract Administration Bureau (CAB). Programs consist of the Sewer
System Improvement Program (SSIP), the Water System Improvement Program (WSIP), the
Local and Regional Water Capital Improvement Program, and the Hetchy Capital Improvement
Projects (HCIP).
Hetch Hetchy Water and Power

The SFPUC Water Enterprise (WE) manages a complex water supply system stretching from the
Sierra Nevada Mountain Range to the City and featuring a complex series of dams, reservoirs,
tunnels, pipelines, and treatment systems. Two unique features of this system stand out: the
drinking water provided is among the purest in the world; and the system for delivering that
water is almost entirely gravity fed, requiring almost no fossil fuel consumption to move water
from the mountains to the tap.

The SFPUC is the third largest municipal utility in California, serving 2.7 million residential,
commercial, and industrial customers in the Bay Area. Approximately one-third of our delivered
water goes to retail customers in San Francisco, while wholesale deliveries to 27 suburban
agencies in Alameda, Santa Clara, and San Mateo counties comprise the other two-thirds.
The Hetch Hetchy watershed, an area located within Yosemite National Park, is the major
source of water for all of San Francisco’s water needs. Spring snowmelt runs down the
Tuolumne River and fills Hetch Hetchy, the largest reservoir in the Hetch Hetchy water system.
This surface water in the Hetch Hetchy Reservoir is treated, but not filtered because it is of such
high quality.
The HHWP (Hetch Hetchy Water and Power) Division is the division responsible for operating,
managing, and maintaining the HWWP system and facilities. This includes water facilities from
Hetch Hetchy Reservoir, located in Yosemite National Park, down to Alameda East Portal,
located in Sunol Valley and power generation and transmission facilities located from Early
Intake Diversion Dam to Newark. The HHWP Water Division operates, manages, and maintains
three impoundment reservoirs, three(3) regulating reservoirs, four(4) powerhouses, one(1)
switchyard, three(3) substations, 170 miles of pipeline and tunnels, almost 50 miles of paved
road, over 160 miles of transmission lines, watershed land, and right-of-way property. The
HHWP Water Division provides 85 percent of the San Francisco Public Utilities Commission
(SFPUC) water supply for 2.7 million residential commercial, and industrial customers in
Alameda, Santa Clara, San Mateo, and San Francisco counties. On average, the HHWP Water
Division generates about 1,650 gigawatt hours (GWH) of clean hydroelectric power annually.
HHWP Division is based in Moccasin, CA, 140 miles east of San Francisco, CA. The region spans
across San Joaquin, Stanislaus, Tuolumne, and Mariposa Counties. The general extent of the
proposed work of the region is east of the Coast Range Tunnel as depicted in Figure 1, a
Location Map on the following page.

Figure 1: SFPUC Major Facilities
Background Documents
Various background documents are available and found in Appendix L. Below is a list of what is
believed to be the most pertinent documents, however additional background material is
available upon request.
• Moccasin Powerhouse Replacement Project, Hetch Hetchy Water Supply Contract No.
382, Volume III Drawings dated November 1966
• Conceptual Engineering Report (CER) – SFPUC Warnerville 230/115 kV Substation

Rehabilitation by Stantec dated February 2, 2016 Rev 1
• Warnerville Substation Rehabilitation Project, Contract DB-127R, Various reference

drawings by various consultants
• Warnerville Substation 230 kV Oil Circuit Breaker Replacement Contingency Plan,

CUH10115, Scope of Work for Design Services for Stantec

• Moccasin Powerhouse Generator Rehabilitation Project Request for Bids (October 30.
2020), DB-121R2, with Generator Rehabilitation Design Criteria, Protection and Control
Design Criteria, Drawings, and Specifications prepared by AECOM dated August 2020
• Moccasin Powerhouse Generator Step-Up Transformer Replacement, HH1003 with

Drawings and Specifications prepared by AECOM dated November 2020
Background documents are available to prospective Proposers. Appendix L “Background

Documents” contains a list of available documents and instructions for how to receive them.
These documents are believed to be the most pertinent to this solicitation, however
additional background materials are available upon request from SFPUC Public Records via
the Next Request Portal.
3 Scope of Services
Description of Services
The SFPUC is issuing this RFP for the purpose of selecting and entering into an agreement with a
professional services consultant to provide electrical engineering planning, design, and
engineering support during construction services.
The primary role of the Consultant will be to perform the following tasks, including but not
limited to:
1. Electrical Engineering
2. Civil Engineering
3. Mechanical Engineering
4. Structural Engineering
5. Architectural Design
6. Geotechnical/Geologic Engineering
7. Construction Traffic Control Services
8. Cost Estimating
9. Scheduling
10. Utilities Mapping and Coordination
11. Photogrammetry/Surveys
12. Fire Protection Engineering
13. Quality Assurance Review
14. Peer Review/Independent Technical Review

15. Other Specialized Services
The Consultant will work under the direction of the SFPUC to provide planning and engineering
design services for electrical engineering projects identified within the Hetch Hetchy and Water
Enterprise Capital Improvement Projects (HH & WE CIPs). Some assignments may require
SFPUC engineering staff to be integrated into the Consultant project team. The Consultant work
objective will be to perform planning and engineering design services applying all SFPUC
procedures and regulatory requirements/guidelines administered by applicable codes. SFPUC
anticipates the projects to pertain to the Moccasin Powerhouse, the Warnerville Substation,
the Moccasin Switchyard, and other related Hetch Hetchy facilities. The projects may be
replacement, rehabilitation or upgrades of existing powerhouses, substations, switchyards, and
related services.
The Consultant shall have experience and expertise in: the planning and detailed design of high
voltage (230 to 115 kV) and medium voltage (≥12 kV) power systems; the planning and design
of protective relays (demand load studies, short circuit studies, arc flash studies, etc. ); and
mechanical, structural, civil, and architectural design to support new equipment installation or
modifications to existing facilities.
The Consultant must demonstrate sufficient expertise and depth of staff capabilities to support
the design for electrical engineering projects under tight schedule constraints and despite other
work that the firm may be performing at the same time.
The projects may be located in one or several different counties: San Joaquin, Stanislaus, Tuolumne,
and Mariposa.
Contract Term and Schedule

The Agreement will have a duration of 8 Years.
The SFPUC reserves the right to commence, close, reduce or extend Consultant’s services at any
time in response to changing needs. In addition, the SFPUC shall have the sole discretion to
extend the Agreement term for up to an additional three (3) years, for a total of eleven (11)
years (or 132 months).
Project Descriptions
The SFPUC has developed a preliminary scope of work for the various electrical engineering projects
that it expects to be performed under the Agreement. However, the scope of services described for
each project is not a complete listing of all services that may be required. The primary role of the
Consultant will be to provide planning and engineering design services. The Consultant may perform
engineering planning and/or design for a portion of a project or for an entire project. The SFPUC, in
its sole discretion, may select Consultant for all, portions, or none of the work described below.
SFPUC’s Engineering Management Bureau (EMB) will determine the scope of work and schedule with
engineering services are needed.

When requested to provide services for a specific project, SFPUC will provide the Consultant with
current available project information. The Consultant shall form a qualified team and provide a
detailed scope of work. Consultant shall bear all costs associated with the development of the
detailed scope of work. The SFPUC and Consultant will then negotiate a final task order with a scope
of work, negotiated not-to-exceed fee and schedule pursuant to the terms of the Agreement.
Services on any project may include preparation of Needs Assessment Report (NAR), Alternative
Analysis Report (AAR), Design Criteria Report (DCR), Conceptual Engineering Report (CER), Detailed
Design, and Engineering Support During Construction as well as other miscellaneous services such as
environmental support and post-construction monitoring. Liaising with the City and City Design
Teams is an essential part of the Consultant work.

PROJECTS
Project Name: Moccasin Powerhouse Rehabilitation

Project Description
The objective will be to replace equipment in the Moccasin Powerhouse that has reached the
end of service life. Equipment to be replaced includes 13.8 kV switchgear, 480 V switchgear,
480 V motor control centers, main control board (which contains all protective relaying and
control equipment for the Moccasin Powerhouse generators, generator step-up transformers,
and 230/115 kV Moccasin Switchyard and transmission lines), cooling water piping, and
oil/water separation system.
Scope of work
The Consultant will review all pertinent reference information for the project and provide
design engineering support as authorized by the SFPUC. Potential work elements may include
condition assessment, demand load study, short circuit / coordination / arc flash study, utility
location, potholing, corrosion assessment, architectural impact assessment, AAR, CER, Design
Criteria, and electrical, mechanical, structural, and architectural design for new equipment
installation.
Project Name: Warnerville Substation Rehabilitation Phase 2

Project Description
This project will replace the high voltage electrical equipment in 230 kV circuit breaker bays
440, 450, 460, 470 with City-furnished equipment. This equipment was procured as part of a
recent project which replaced the adjacent 230 kV circuit breakers bays, 230 – 115 kV
transformers, 115 kV breaker bays, and protective relaying. Additional work will include the
improvement of the existing ground grid, reconfiguration and programming of existing
protective relays, installation of a new 115 kV auxiliary bus, and installation of a new 115 kV
circuit breaker bay to include installation and programming of corresponding protective relays.
Scope of work
condition assessment, short circuit and coordination study, grounding study, utility location,
potholing, corrosion assessment, CER, Design Criteria, and electrical and structural design for
new equipment installation.

Project Name: Moccasin Switchyard Rehabilitation
Project Description
The objective will be to improve/rehabilitate/replace equipment in the Moccasin switchyard
that has reached the end of service life. Equipment to be replaced includes electrical grounding
mat, security fence, circuit breakers, disconnect switches, surge arresters, 115kV and 230kV
bus.
Scope of work
condition assessment, demand load study, short circuit / coordination / arc flash study, ground
study, fault study, utility location, potholing, corrosion assessment, architectural impact
assessment, AAR, CER, Design Criteria, and electrical, mechanical, structural, and architectural
design for new equipment installation.
Project Name: Other

Project Description
The EMB Project Engineer may request support on other tasks associated with Hetch Hetchy
switchyards, substations, powerhouses and other related facilities:
• Conduct independent technical review

• Conduct Value Engineering
• Staff augmentation
• Technology Transfer
Detailed Description of Tasks

The following is a detailed description of the tasks required to complete the assignment.
A. Electrical Engineering: Planning, design, and analysis for providing high voltage (230 to 115
kV) and medium voltage (≥12 kV) power system designs and protective relay designs
(demand load studies, short circuit studies, arc flash studies, etc.).
B. Civil Engineering: Planning and design for right-of-ways (ROW), easements, site grading and
roads, and ductbank design.
C. Mechanical Engineering: Planning, design and analysis for mechanical equipment related to
the electrical rehabilitation or upgrade work such as cooling water piping or oil/water
separation system.
D. Structural Engineering: Design and analysis of equipment foundations, anchorage of
equipment, and potential seismic upgrade and retrofit to the current codes and standards.
E. Architectural Design: Design and analysis to meet DBI requirements for occupied spaces,
design of perimeter wall/fencing, and leading/participating in Civic Design reviews.

F. Geotechnical/Geologic Engineering: Geotechnical and geological engineering investigations
(including but not limited to standard penetration tests and deep borings) to determine
potential geologic/geotechnical hazards, foundation conditions, rock and soil properties,
and to establish design parameters for structural design.
G. Construction Traffic Control Services: Develop traffic control plans.
H. Cost Estimating: Cost estimation for construction of projects using local rates and current
market conditions utilizing AACE guidelines.
I. Scheduling: Develop construction schedule of projects.
J. Utilities Mapping and Coordination: Survey and determine location of existing utilities,
including buried electrical conduits inside existing facilities, and ensure that there is no
interference with projects.
K. Photogrammetry/Surveys: Surface and aerial photography and licensed surveying with the
latest technology and equipment, as appropriate.
L. Fire Protection Engineering: Planning, design and analysis of fire protection as it relates to
meeting code requirements.
M. Quality Assurance Review: Quality Assurance Review of engineering documents, design
criteria, calculations, design plans, and specifications.
N. Peer Review/Independent Technical Review: Provide review of designs prepared by others
for projects of different scope and sizes; provide recommendations on areas for project cost
savings.
O. Other Specialized Services: The Consultant may be requested to perform services other
than specified in the tasks above, but similar in nature to the general work described in this
RFP.
The following tasks are optional. Work on these tasks shall not be initiated without prior
authorization from Department staff.
Estimate of Work by Discipline

The following is an estimate by discipline for engineering work expected in this contract.
High Voltage (230 to 115 kV) Electrical Engineering ...53%
Medium Voltage (≥12 kV) Electrical Engineering ...... 22%
Electrical Engineering ……………………………………………..10%
Mechanical Engineering ............................................. 3%
Architectural Design……………………………………….……... 2.5%
Structural Engineering .............................................. 2.5%
Surveying and Mapping .............................................. 2%
Lighting Design ........................................................... 2%

Civil Engineering.......................................................... 1%
Geotechnical Engineering ........................................... 1%
Construction Traffic Control Services …………………….... 1%
Fire Protection Engineering ......................................... 1%
City Staff Responsibilities

The SFPUC Infrastructure Division will manage the proposed work. Key and lead roles and
responsibilities are as follows:
1) Infrastructure Division’s Director of Water Capital Programs is responsible for the

overall delivery of the CIP program and ensures that the projects recommended within
the CIP help achieve the endorsed LOS goals for the SFPUC.
2) Project Manager (PM) has overall project responsibility and is accountable for project
execution, including the project work scope, schedule, and budget. The PM is the
SFPUC’s representative and spokesperson for the project and is also responsible for
overall project communication and coordination.
3) Project Engineer (PE) is responsible to the PM for implementation of the Planning and
Design Phases of work. The PE will manage the design efforts of SFPUC staff and
Consultant.
4) Project Construction Manager (PCM) is responsible to the PM for implementation of
the construction phase of work. The PCM will manage the construction management
efforts of SFPUC staff and Consultant.
5) Hetch Hetchy/Water Enterprise Liaison(s) are assigned to the project at the start of the
project and will provide criteria and input from divisions and bureaus of the enterprises
to the design team.
6) Bureau of Environmental Management(BEM) Environmental Manager provides
Constraints and Opportunities Analyses for the Alternative Analysis Report (AAR) and
Conceptual Engineering Report (CER), and specialized environmental competency to
assist the PM in obtaining CEQA/NEPA and resource agency project compliance. The
BEM, Environmental Manager will have overall project responsibility for leading the
efforts for CEQA documentation and CEQA/permitting approvals for the project.
General Obligations
This section applies in full when the Consultant is asked to provide “standard engineering design”
(i.e., Consultant assumes lead designer role) and it applies as appropriate when Consultant is
asked to contribute to SFPUC designs (i.e., SFPUC assumes lead designer role). All documents
generated by the Consultant as part of the projects included in this RFP must be in conformance
with SFPUC standards and formats. For example, specification sections shall be prepared in

accordance with the Construction Specifications Institute (CSI 2012). Consultant must address all
comments and/or issues raised during the review of draft documents in the final documents.
Consultant must submit all deliverables in twenty (20) bound and one (1) unbound hard copies
(drawings shall be half sized) and one (1) digital copy supplied on a CD, unless otherwise specified.
For the 100% (final) submittal, Consultant must also include one (1) reproducible master set of
the construction documents and one (1) vellum set. All digital deliverables shall be in the latest
version of the applicable software, shall include all documents in both native and PDF file format,
and shall be uploaded to SFPUC-designated SharePoint site. Native file format for drawings and
specifications shall be AutoCAD and MS Word, respectively. SFPUC will also periodically request
progress prints for all deliverables, to be uploaded to SFPUC-designated SharePoint site.
Specifications shall be searchable in PDF format.
SFPUC staff will review Consultant’ work product with possible consultation from a Technical
Advisory Panel comprised of independent experts and/or consultants. Consultant shall provide
responses to review comment logs for all deliverables.
Based on the overall CEQA evaluation (performed by others), incorporate all applicable
environmental mitigation requirements within the project boundaries in the design and
construction contract documents (plans and specifications). Include as appropriate language to
ensure construction contractor compliance with mitigation requirements contained in
environmental review and permit documents.
All final drawings, specifications, and calculations produced by the Consultant must be stamped
by professional engineers licensed in the State of California.
A. Meetings
Participate in bi-weekly technical coordination progress meetings, as required. Condition

Assessment
Field investigations will be required to assess existing site conditions that may impact the
design and installation of new equipment. Field investigations will need to include
identification of all circuits that may be impacted by the design. SFPUC Maintenance staff
will be assigned to facilitate the investigation. A written assessment of the existing
conditions shall be a deliverable for this task.
B. Presentations
Attend and participate in progress presentations at the conclusion of the AAR, CER, 35%,
65%, and 95% design milestones, as required Alternatives Analysis Report

Consultant shall prepare documents addressing the following topics, as applicable for each
project:
• Condition of existing related assets

• Operating philosophy
• Performance criteria
• Alternative descriptions
• Environmental Issues
• Geotechnical/geologic Issues
• Seismic conditions/criteria
• Right of Way
• Utility and other agency(ies) coordination
• Protection and control criteria
• AACE Class 4 opinion of probable construction cost
• Construction schedule
• Alternatives Evaluation
• Response to review comments
C. Conceptual Engineering Report (10% Design)
Consultant shall prepare documents addressing the following topics:
• Project scope definition

• Updated performance standards/criteria
• Practical and technical approaches to fulfill project objectives
• Critical constraints for recommended option
• Process operating descriptions and O&M control strategies
• Summary of design approach
• Preliminary drawings
• Construction sequencing and schedule
• Preliminary risk register with recommendations for risk mitigation, as applicable
• Drawing list
• Specification list
D. Design Criteria

Consultant shall prepare Design Criteria that serves as the basis of design for the projects.
The Design Criteria shall address the following information:
• Project baseline scope of work (i.e. scope of work agreed upon before the
Conceptual Engineering phase)
• Operational and maintenance requirements
• Specific site conditions
• Extent of the design
• Federal, state, and local codes and regulations
• Industry and SFPUC standards
• Methodologies (including software) to be used for design
• Geotechnical Investigation reports, site conditions and site history
• Inter-discipline requirements
• Construction sequence, system shutdown, and startup considerations
• Safety and reliability
• Program-wide criteria documents, such as the Seismic Design Criteria
E. 35% Design
Consultant shall prepare documents addressing the following information:
• Definition of the facility sufficient to identify all major elements required, and the
verification of feasibility of the design
• Potholing to confirm existing facilities and utility search/confirmation, if needed
• Identification of transportation routes and materials handling, staging areas.
• Identification of any road and/or utility relocations
• Summary of design approach, and identification of design issues
• Drawings, in conformance with SFPUC standards
• Specifications list
• Construction schedule, including critical path activities
• AACE Class 3 opinion of probable construction cost. The 35% opinion of probable cost
will be used as a baseline for monitoring design development impacts
• Updated risk register with recommendations for risk mitigation, as applicable
F. 65% Design

Consultant shall prepare documents addressing the following issues:
• Documents shall incorporate SFPUC and project team comments from 35% submittal
• Integration of drawings and specifications with those produced by SFPUC design team,
including appropriate drawing numbers, match lines, and cross referencing on all
drawings
• Drawings
• Specifications
• Bid item descriptions including method of payment to integrate with SFPUC standard
descriptions
• Studies and calculations
• Updated risk registers with recommendations for risk mitigation, as applicable
G. 95% Design
Consultant shall prepare documents addressing the following topics:
• Documents shall incorporate SFPUC and project team comments from 65% submittal
• Incorporation of design interfaces and coordination issues relevant to designs
performed by the SFPUC
• Drawings
• Specifications
• Studies and calculations
• Completion of construction documents and packages for integration with contract
plans/drawings and specifications produced by the SFPUC Design Team. The package
shall be ready for stamping and signatures by the Engineer of Record and for review by
SFPUC contract preparation staff.
• Assist SFPUC staff in preparation of Division 00 and 01
H. 100% Design
Consultant shall prepare 100% design documents meeting the following criteria:
• Finalized, signed and wet stamped plans and specifications inclusive of all comments

generated by SFPUC contract preparation staff, reflecting SFPUC and Project Team
comments on 95% design documents, and final QA/QC audit
• All final signed and wet stamped analysis results, design studies, and calculations and
other submittals as described within the scope of services
I. Engineering Support during Environmental and Permitting
Provide engineering support services during the Environmental Phase of the

aforementioned projects, including attending site visits and/or meetings, responding to
questions as directed by SFPUC, providing written responses to environmental team
inquiries, and reviewing environmental deliverables.
J. Engineering Support during Bid and Award Phase
Provide engineering support services during the bidding period, including attending pre-bid
conference, providing written responses to bidder’s questions on bid documents (QBD),
preparing addenda to contract documents, and assisting SFPUC in the analysis and
evaluation of bids.
K. Engineering Support during Construction and Close Out Phase
Provide engineering support during construction and close-out for the aforementioned
projects, in a timely manner per SFPUC Infrastructure procedures, including:
• Provide technical expertise

• Review and response to Contractor’s Submittals, Requests for Substitution (RFS) and
Requests for Information (RFI)
• Prepare scope of Proposed Change Orders (PCO) and provide technical support with
analysis of Contractor’s Change Order Requests (COR)
• Attend coordination meetings at construction site and by teleconference
• Provide assistance during factory and field testing and startup
• Provide site walk and punch list preparation at substantial completion
• Provide AutoCAD record drawings

Community Benefits
See Section 5.2.10 of the RFP for Community Benefits Submittal Instructions and Appendix C of
the RFP for SFPUC’s Community Benefits Program Supporting Documents.

4 Minimum Qualifications
The minimum qualifications set forth below are required for a Proposer to be eligible to submit
a proposal in response to the RFP. Proposals must clearly demonstrate compliance with the
specified minimum qualifications. The SFPUC may reject Proposals that do not clearly meet the
minimum qualifications without further consideration. The SFPUC reserves the right to request
clarification from Proposers who fail to meet any minimum qualification requirements prior to
rejecting a Proposal for failure to demonstrate compliance.
Prime Proposer and Joint Venture (JV) Partners

Qualifications
A Proposer cannot be a Prime Proposer or JV Partner on more than one (1) proposal. In
addition, a Prime Proposer or JV Partner that intends to be listed as a subconsultant on another
competing proposal must fully disclose that intention to the impacted parties. Any Joint
Venture (JV) responding to this RFP must clearly identify the lead Proposer (referred to
hereafter as the Lead JV Partner).
Note: Proposer may not cite as a reference project, nor may the selection panel consider,
Proposer’s prior work on SFPUC’s Warnerville Substation, Moccasin Powerhouse, or Moccasin
Switchyard facilities or related planning studies to establish its experience or qualifications in
the competitive process.
To qualify as a Prime Proposer or Lead JV Partner for this Agreement, a Proposer must possess
at a minimum the following qualifications:
• A minimum of fifteen (15) years in business performing investigations, planning, and

design for high (230 to 115 kV) and medium (≥12 kV) voltage power systems and
protective relay (demand load studies, short circuit studies, arc flash studies,
coordination studies, etc. ) engineering design;
AND
• Demonstrated experience in a lead role as the Lead Electrical Designer for at least
one (1) design-completed project for high voltage (230 to 115 kV) power systems
with protective relay design work.
To qualify as a Non-Leading JV Partner for this Agreement, a Proposer must possess the
following qualifications:
• A minimum of ten (10) years in business performing planning and design of high
(230 to 115 kV) and medium voltage (≥12 kV) power systems and protective relay

projects; OR A minimum of five (5) years in business performing planning and design
of high (230 to 115 kV) and medium voltage (≥12 kV) power systems and protective
relay projects AND Have a principal or partner with at least ten (10) years of
professional experience in planning and design of high (230 to 115 kV) and medium
voltage (≥12 kV) power systems and protective relay projects;
AND
• Demonstrated experience as the Lead Electrical Designer for at least one (1) design-
completed project for high voltage (230 to 115 kV) power systems with protective
relay design.
Subconsultant Qualifications
To qualify as a Subconsultant that will provide technical services described in this RFP, the
Subconsultant(s) must possess the following:
• Subconsultant must have been in business a minimum of five (5) years performing
one(1) of the technical fields required under the scope of services (e.g.,
geotechnical/geologic engineering, structural, civil, traffic/transportation, mechanical,
electrical, surveying, architectural design, fire protection, cost estimating, scheduling
and others); OR
• Subconsultant must (i) have been in business a minimum of two (2) years performing
one of the technical fields required under the scope of services (e.g.,
geotechnical/geologic engineering, structural, civil, traffic/transportation, mechanical,
electrical, surveying, architectural design, fire protection, cost estimating, scheduling
and others) AND (ii) have a principal or partner with at least fifteen (15) years
professional design experience in that field. The two-year "in business" and the fifteen-
year principal/partner experience requirements, set forth above, are separate and
distinct; one cannot be substituted for the other. The City will credit any relevant
experience of a subconsultant firm's principal, partner, or principal officer(s) responsible
for making significant administrative and business decisions on behalf of the firm only if:
(i) the individual is not designated to fill a "key" employee/person role identified in
Section 4.3, below; (ii) the proposer demonstrates, to the satisfaction of the City, that
the individual's prior experience with another firm/entity is predictive of the proposer's
and subconsultant's performance under this Agreement based on the individual's
present management/supervisory role with the subconsultant firm and the individual's
anticipated involvement in the management/supervision of the services under this
Agreement; and (iii) the individual has been employed by or associated with (i.e., as an

owner or partner) the subconsultant firm for a period of at least one (1) year prior to
the due date for submittal of proposals.
The SFPUC does not require non-technical Subconsultants (e.g., reprographics) to meet the
Subconsultant qualifications set forth above.
Lead and Key Team Member Qualifications

To qualify as the Lead Team Member for this Agreement, an individual must possess the
following:
A. Lead Electrical Design Engineer
To qualify as a Lead Electrical Design Engineer for this Agreement, an individual must possess
the following:
• A minimum of fifteen (15) years’ experience in planning and design of power
systems and protective relays projects.
• Experience in design of at least three (3) relevant, verifiable high (230 to 115 kV) or
medium voltage (≥12 kV) power systems and protective relays projects with at least
one (1) high voltage (230 to 115 kV) project.
• California registration as an Electrical Engineer.
• The Lead Electrical Design Engineer cannot be the same individual as the Electrical
Power Systems Engineer or the Electrical Protective Relay Engineer.
B. Electrical Power Systems Engineer
To qualify as the Electrical Power Systems Engineer for this Agreement, an individual must
possess the following:
• A minimum of ten (10) years’ experience in planning and design of high (230 to 115
kV) and medium (≥12 kV) voltage power systems projects.
• Experience in design of at least two (2) relevant, verifiable high (230 to 115 kV) or
medium voltage (≥12 kV) power systems projects with at least one (1) high voltage
(230 to 115 kV) project.
C. Electrical Protective Relay Engineer
To qualify as the Electrical Protective Relay Engineer for this Agreement, an individual must
possess the following:
• A minimum of ten (10) years’ experience in planning and design of protective relay

projects for high (230 to 115 kV) and medium voltage (≥12 kV) power systems.
• Experience in design of at least two (2) relevant, verifiable high (230 to 115 kV) or
medium voltage (≥12 kV) protective relay projects with at least one (1) high voltage
(230 to 115 kV) project.
D. Project Manager
To qualify as the Project Manager for this Agreement, an individual must possess the following:
• A minimum of fifteen (15) years of project management experience of which ten (10)
must have been management of the planning and design of electrical engineering
projects.
• Demonstrated technical expertise to manage services and staff involving multiple
disciplines; consulting firms, agencies and stakeholders.
• Demonstrated project management experience, leading a large multi-faceted project
team that is integrated with agency staff.
• Experience as a Project Manager in at least three (3) relevant, verifiable electrical
engineering projects.
• An employee of the Primer Proposer/Lead JV Partner.
Proposer(s) shall also identify Key Team Members for the following disciplines:
i. Mechanical Engineer
ii. Structural Engineer
iii. Civil Engineer
iv. Fire Protection Engineer
v. Geotechnical Engineer
vi. Architect
vii. Surveyor
viii. Cost Estimator
ix. Scheduler
To qualify as a Key Team Member for item i to vi, the individual must possess the following:
• A minimum five (5) years professional experience relevant to the team member’s
discipline, and
• Current California License before contract award, to practice in their technical
discipline, if providing design services.
To qualify as a Key Team Member for item vii, the individual must possess the following:
• A minimum five (5) years professional experience as a licensed surveyor.

To qualify as a Key Team Member for items viii and ix, the individual must possess the following:
• A minimum five (5) years professional experience relevant to the team member’s
discipline, and
• Current Certification before contract award to practice in their technical discipline.
All Lead Team Members must provide letters of commitment as outlined in Section 5.2.3
(Qualifications Summary).

5 Proposal Response Format
Proposal Submission
All proposals must be submitted online via the SFBid Website (https://sfbid.sfwater.org/).
For technical or procedural questions regarding the online submittal, please contact
[email protected].
Proposal Requirements and Format

Detailed proposal response requirements are listed below and on the online response form
within SFBid (“Proposal Response Form”). Please refer to the SFBid website and click the
“Submit Proposal” button to view and complete the full Proposal Response Form. The Proposal
must include the following:
Contact Information and Commitments

Provide contact information, identifying the Prime Proposer and if a Joint Venture (JV) is
responding to this RFP, the Lead JV Partner. If available, please provide your City “Bidder” or
“Supplier” number.
Proposer must agree to the following commitments listed below and in the Proposal Response
Form:
• Proposer has reviewed the Conflict of Interest Section of this RFP and agrees to comply
with all conflict of interest rules and restrictions;
• Proposer has the qualifications and experience to perform and complete the work
described in this RFP;
• Proposer has read and agrees to comply fully with the terms and conditions of the
Professional Services Agreement (P-606 (see Appendix A);
• Proposer has reviewed the Limitations on Communications Section of this RFP and
certifies compliance with all communications instructions and restrictions;
• Proposer agrees to comply fully with all applicable laws, including the laws of the City
and County of San Francisco.
Executive Summary
Proposer must provide an executive summary that:
• Includes a brief overview of the Proposal's principal elements,
• Demonstrates an understanding of the project objectives, and
• Describes the Proposer’s approach for carrying out the scope of services.

Qualifications Summary
Proposer must provide a description and background summary of the Prime Proposer or JV
Partners consulting firm(s), and Subconsultants. The summary must include corporate
qualifications, commitment, strength, and technical capabilities to fulfill all services specified
and required to accomplish the work successfully.
If a JV, include a description of the organization, relationships, and defined responsibilities of all
Partners in the JV. Describe any previous project-specific associations of the JV Partners. The
Lead JV Partner must demonstrate proven experience in managing and leading.
Proposer must clearly demonstrate that the Prime Proposer (or JV Partners), and all
Subconsultants meet all the minimum qualification requirements outlined in Section 4 of the
RFP.
Reference Projects
Proposer must provide descriptions of the four (4) most recent projects previously performed
by the Proposer that are of the type and scope of services specified in this RFP. The four(4)
projects must validate the Proposer’s qualifications to perform planning and design of high (230
to 115 kV) or medium (≥12 kV) voltage power systems or protective relay (demand load studies,
short circuit studies, arc flash studies, coordination studies, etc. ) engineering design. At least
one (1) design-completed project must demonstrate experience to meet the qualification
requirements outlined in Section 4.1 of the RFP.
For a JV, each partner should submit two (2) reference projects which validate each partner’s
qualifications to perform planning and design of high (230 to 115 kV) or medium (≥12 kV)
voltage power systems or protective relay (demand load studies, short circuit studies, arc flash
studies, coordination studies, etc. ) engineering design. At least one (1) design-completed
project from each partner must demonstrate experience to meet the qualification
requirements outlined in Section 4.1 of the RFP.
Note: Proposer may not cite as a reference project, nor may the selection panel consider,
Proposer’s prior work on SFPUC’s Warnerville Substation, Moccasin Powerhouse, or Moccasin
Switchyard facilities or related planning studies to establish its experience or qualifications in
the competitive process.
A Proposer may not selectively choose projects. Rather, the Proposer must submit project
descriptions for the most recent projects that are relevant to the services requested in this RFP.
Failure to submit the most recent, relevant projects may result in the proposal being deemed
non-responsive and/or result in the loss of points.
If a Proposer responding to this RFP identifies an SFPUC project as a qualifying project

reference, and the identified project complies with RFP reference requirements and was

subject to the SFPUC's Consultant Services Performance Evaluation (CSPE) process (see
Appendix K), then SFPUC staff may forward either the most recent annual CSPE or the final
CSPE for the project, as appropriate, to the Selection Panel.
The descriptions shall include:

• Project name;
• Project scope summary;
• Dates when the Consultant performed design services;
• Consulting fee to date, total anticipated design consulting fee, and total project
construction cost);
• Proposer’s role and responsibilities in the project;
• Proposer’s performance on delivering the project on schedule and on budget;
• Proposer staff members who worked on the project; and
• Client name, reference, and contact information.
Work Approach
Proposer must describe its overall work approach. Specifically address the following:
• Approach for conducting a condition assessment on high (230 to 115 kV) voltage
electrical equipment;
• Approach on the replacement of high (230 to 115 kV) voltage electrical equipment;
• Approach used to perform the analysis on protective relay designs and the
software/programs used; and
• Approach to minimize shutdowns to existing facilities while performing the construction
work in a potentially energized environment.
Team Members
Provide the role, responsibilities, qualifications, and company affiliation of every individual on
the Proposer team who will perform the services outlined in the RFP. Discuss team members’
background and experience in order to demonstrate experience and skills necessary to perform
the work successfully.
Identify staff who will serve as the Lead and Key Team Members, as specified in Section 4.3 of
the RFP. Proposer must clearly demonstrate that all Lead and Key Team Members meet all the
minimum qualification requirements outlined in Section 4.3. Upload resumes, where indicated
in the Proposal Response Form, for each Lead and Key Team Member and any other critical
team members, so that the Selection Panel can evaluate the capabilities of each team member
to fulfill their project roles and complete the scope of services successfully.

In addition, upload a letter of commitment from each Lead Team Member identified in the
proposal, as instructed in the Proposal Response Form. Each letter of commitment shall be
signed by the applicable individual, and dated within five (5) business days of the date that
proposals are due. Each letter of commitment must include a statement by the applicable
individual that, if the City awards an agreement to the Proposer, he or she intends to work on
the Electrical Engineering Services for the Hetch Hetchy Region

Agreement at fifty percent (50%) of work time for the first two (2)
years of the Agreement after issuance of the first NTP by the SFPUC. In the absence of a letter
of commitment from an identified Lead Team Member, the City may determine that the
Proposer does not have commitment from the identified individual/s and may reject the
proposal as non-responsive.
The information required in this section for Lead and Key Team Members applies to any
additional Lead/Key individuals proposed by the Proposer.
Please note: Proposers must provide evidence of relevant project experience as specified within
the Minimum Qualifications section of the RFP (Section 4.3) for all Lead and Key Team
Members. This evidence of required project experience should be listed within the team
member's Resume or within the Qualifications Summary section for Lead and Key Team
Members.
Team Organization Chart

As instructed in the Proposal Response Form, attach an Organizational Chart that illustrates the
team structure (include the integration/interaction with City project team staff). Note the firm
name and title/role for each team member.
Overhead and Profit Schedule

Compensation under this contract will be provided as: 1) labor related costs by hourly billing
rates for hours worked, and 2) separately billed direct reimbursable expenses (ODCs).
Proposers must use the Overhead and Profit Schedule (OPS) Template, provided as an Excel file
in Appendix B, to prepare their OPS. The OPS must include the base hourly rate and each firm's
overhead and profit rate (OPR, or "multiplier") for each staff member fo r the Prime Proposer
(or JV Partners) and all Subconsultants expected to work on the Project. Only one overhead
and profit rate must be listed for each firm. The OPS must also include the markup on
Subconsultant labor costs. The base hourly rate is the employee’s earned income hourly rate,
which shall not include health benefits, retirement benefits, profit sharing, sick leave, and
vacation.

A. Applicable Rates/Tasks
All Proposals must provide 2021 billing rates. The Consultant will only be allowed to escalate its
2021 billing rates based on the annual percentage change of the Consumer Price Index (CPI) for
the San Francisco Bay Area for Urban Wage Earners and Clerical Workers.
Based on the information provided in the OPS, SFPUC will calculate an Effective Overhead and
Profit Rate (EOPR, or "Average Multiplier") by dividing the Total Actual Labor Cost by the Total
Base Labor Cost. The EOPR will be a weighted average of the rates proposed for each firm
listed as part of the Proposer’s team. The EOPR may not exceed 3.20. The maximum billing
rate is $250/hour.
Any Proposer that does not completely fill out the OPS provided in this RFP and/or does not
comply with the maximum allowed EOPR will not receive any points for the OPS portion of the
proposal evaluation. Furthermore, it is within sole discretion of the SFPUC to reject any
proposal that does not comply with the OPS requirements.
All costs to manage and administer the services under the Agreement must be included in each
firm’s OPR, or “multiplier.” Only individuals who are assigned to the proposal or have been
approved by the SFPUC Construction Manager to be added to the Agreement, and are
performing tasks directly related to the Agreement, will be allowed to charge their time on the
approved task orders.
B. Individual Contractor
An Individual Contractor for purposes of the OPS is an individual staff team member proposed
by Proposer who is compensated by Proposer under an hourly contract pay rate instead of an
hourly base payroll labor rate. An Individual Contractor must be listed as a separate line item in
the OPS. The Individual Contractor’s name, entity, and hourly pay rate shall be listed, and the
hourly pay rate extended to a billing rate with a 1.00 Overhead and Profit Rate pass-through.
The Individual Contractor’s hourly pay rate must be verifiable by an executed written contract
with the Proposer. Markup on an Individual Contractor is limited to 5% of the Individual
Contractor’s proposed billed cost. The Proposer's markup for an Individual Contractor must be
captured in the subconsultant markup box at the bottom of the OPS.
Provision of Individual Contractors for proposed services under the Agreement shall not exceed
3% of the Proposal Total Actual Labor Cost. If Proposer's Individual Contractor is later replaced
or substituted after the Contract is executed, the billing rate of any new Individual Contractor
must not exceed the billing rate proposed in the OPS for the position. If the Individual
Contractor is replaced or substituted with a Prime or Subconsultant employee at an hourly
payroll rate, the firm Overhead and Profit Rate applied to the replacement individual's hourly
payroll rate must not exceed the Proposal EOPR.

C. Rates and Markups
The Proposer’s billing rates and EOPR provided in the OPS will be non-negotiable during the
Agreement award process and for the duration of the Agreement. The EOPR will apply to the
billing rate of all subconsulting firms not listed in the OPS. If a new subconsulting firm is added
during the duration of the Agreement, the new individual firm Overhead and Profit Rate can be
no more than the Proposal Effective Overhead and Profit Rate. The EOPR will also apply to all
amendments to the Agreement.
SFPUC may require the Proposer to provide certified payroll records documenting the actual
salaries of all individuals who will be added to the Project (i.e., individuals not listed in the OPS).
The City will only approve project staff substitutions when that change in personnel is
requested by the City and/or beyond the control of the Proposer. The City expects individuals
listed in the OPS, and for whom résumés and qualifications have been submitted as part of the
proposal, to be provided to the project team.
The Proposer shall provide the markup on Subconsultant labor costs as a separate line item in
the OPS. Markups are limited to 5% of Subconsultants’ actual labor costs. Markups on ODCs or
materials for either the Proposer or its Subconsultants are not allowable.
Hourly billing rates shall be the actual hourly base salary rate of each employee utilized for the
work multiplied by the firm’s proposed overhead rate (including salary burden and fringe
benefits) and proposed profit rate. Each firm’s proposed OPR, or “multiplier,” shall apply to all
proposed staff and substituted, new, or added staff for the duration of the contract and shall
include all miscellaneous and incidental costs of work other than those as specifically defined
below as direct reimbursable expenses.
D. Other Direct Costs

Other Direct reimbursable expenses (ODCs) shall include actual direct costs (with no markup) of
expenses directly incurred in performing the work. All ODCs are subject to pre-approval in
writing by the SFPUC Contract Manager.
The following items will be eligible for reimbursement as ODCs:
• Out-of-town travel
o Rental vehicle: traveler must select the most economical contractor and type of
vehicle available and acquire any commercial rate or government discount available
when the vehicle is rented.
o Personal vehicle use: SFPUC will pay Consultant on a per mile basis as established by
the United State Internal Revenue Services. The Contractor shall submit to the City
an approved mileage log with its monthly invoices.
o All meals with the exception of staff assigned to Moccasin. No reimbursement for
working lunches with SFPUC staff.

• Specialty printing (“specialty” as used herein shall mean large volume printing and color
printing and requires prior written approval by SFPUC project staff and documentation
of the written approval by the SFPUC must be included with the invoice);
• Permit fees;
• Expedited courier services when requested by SFPUC staff; and Special services, used
solely for the benefit of this project and not performed by the Prime Contractor or by
the Subconsultants, such as electrical testing, hazardous material testing, laboratory
testing, training, deliveries, drilling services, telephone and network installations and
maintenance. All such services must receive prior written approval of SFPUC project
staff and documentation of the written approval by the SFPUC must be included with
the invoice.
Anything not listed above is not eligible for reimbursement and therefore should be
included in the Proposer’s EOPR if compensation for these expenses is desired. They
include, but are not limited to:
• Contractor staff relocation costs;

• Any labor charges or pass-throughs including, but not limited to, administrative and
clerical staff time;
• Telephone calls and faxes originating in the firm’s home office, standard computer use
charges, computer hardware or software (other than the specialty hardware or software
mentioned above), communication devices, and electronic equipment;
• Equipment to be used by SFPUC staff;
• Ergonomic office equipment; and
• Postage and courier services that are not requested by SFPUC staff.
Community Benefits Submittal

5.2.9.1 Community Benefits and Environmental Justice Background and Context
In 2009 and 2011, the SFPUC Commission passed the Environmental Justice and Community
Benefits Policies, respectively. These policies guide the agency’s efforts to be a good neighbor
to all whose lives or neighborhoods are directly impacted by our operations, programs, and
policies. Full text of the 2011 Community Benefits Policy and the 2009 Environmental Justice
Policy is available in Appendix C of the RFP.
The SFPUC defines community benefits as those positive effects on a community that result
from the operation and improvement of our water, wastewater and power services. The agency
defines environmental justice as the fair treatment of people of all races, cultures, and incomes
and believes that no group of people should bear the disproportionate share of negative

environmental consequences resulting from the operations, programs, and/or policies of the
SFPUC. The SFPUC seeks to prevent and lessen the disproportionate environmental impacts of
its activities on communities in all of our service areas. The SFPUC seeks to partner with
contractors who share our responsibility to be a good neighbor and deliver concrete positive
benefits to the communities, neighborhoods, and residents impacted by the SFPUC.
Proposers are invited to submit a voluntary stand-alone Community Benefits Submittal (“CB
Submittal”), detailing the Community Benefits Commitments (“CB Commitments”) it will
commit to provide if Proposer is awarded the Agreement. The terms and conditions,
instructions for submittal, and evaluation criteria for the CB Submittal are set forth below.
5.2.9.2 Community Benefits Terms and Conditions

The Consultant shall provide the CB Commitments detailed in its CB Submittal during the term
of the Agreement. The representations, warranties, and other terms contained in the
Consultant’s CB Submittal will be the basis for a Community Benefit Plan, but are for the sole
benefit of the parties hereto and shall not be construed as conferring any rights on any other
persons or entities.
Providing community benefits is a deliverable, zero-dollar task. No hours or dollars should be

allocated or included in Consultant’s costs for the services under this Agreement in order to
perform or deliver the voluntarily proposed CB Commitments. The Consultant shall fund the CB
Commitments independently and such funding shall neither be tied to, nor dependent upon,
SFPUC funds or sources of funding, receivable from SFPUC, including retention associated with
this Agreement. This requirement of independent funding includes direct financial
contributions and any funding related to the performance or delivery of the CB Commitments.
The provision of CB Commitments does not entitle selected Proposer to additional work beyond
the services specified within the Agreement.
The selected Proposer shall commence performance of the CB Commitments promptly after
issuance of the first Notice to Proceed (NTP) for this Agreement. CB Commitments performed
as part of previous contracts or prior to Proposer being awarded the Agreement cannot count
towards the selected Proposer’s CB Commitments for this Agreement. If a Proposer has
established programs or plans that are consistent with the Community Benefits areas described
in this RFP, the selected Proposer may continue those programs as part of its CB Commitments
and will be given credit for activities that are performed following the issuance of the first NTP
by the SFPUC.
5.2.9.3 Community Benefits Submittal Evaluation Criteria and Scoring Process

The CB Submittal is a stand-alone, voluntary proposal that is reviewed by a separate panel of
community benefits specialists (“Community Benefits Panel”). The CB Submittal is valued at 5%
of the total RFP points. For this RFP, the CB Submittal is valued at 50 points under Section 6.2.1

(Written Proposal Evaluation). The evaluation and scoring will be based on the following
criteria:
A. Community Benefits Work Approach 35% of total CB Points

B. Community Benefits Commitments 50% of total CB Points
C. Project Team/Organization 10% of total CB Points
D. Accountability and Deliverables 5% of total CB Points
Total: 100% of total CB Points
A copy of the Sample Community Benefits Scoring Tool is available in Appendix C.
5.2.9.4 Instructions for Community Benefits Submittal

The CB Submittal shall not exceed five (5) pages, shall have a minimum of 10-point font, shall
have at least one-inch margins, and shall include the name of the Proposer and the title of the
RFP on each page. Each required section of the CB Submittal proposal must be clearly marked.
The required Community Benefits Summary Table can be on the 11X17 page in PDF format.
The proposal must be submitted by uploading the proposal in SFBid under the “Community
Benefits Submittal” section, labeled clearly as the CB Submittal with the name of the Proposer
and the title of the RFP.
The CB Submittal must include the following sections:

A. Community Benefits Work Approach
B. Project Team/Organization Information
C. Community Benefits Summary Table
D. Accountability and Deliverables
E. Statement of Understanding
A. Community Benefits Work Approach

The CB Submittal must describe measurable, quantifiable, and positive outcomes to the
community or communities impacted by the Project that meet a demonstrated community
need(s). The Proposer’s CB Commitments must be invested in the specific community or
neighborhood impacted by the Project, in this case, Tuolumne, Mariposa, Stanislaus, and San
Joaquin counties. Proposers should identify projects and/or activities in one or more of the
areas listed below, which are consistent with the outcomes described in the SFPUC Community
Benefits Policy. The CB Submittal shall provide a detailed explanation of how the Proposer’s CB
Commitments will be delivered as part of a cohesive and integrated plan to achieve the
outcomes it intends to provide.
• Workforce Development – The SFPUC understands the importance of building a strong,

diverse, and skilled 21st Century workforce to ensure the region’s economic stability and
prosperity, particularly for mission-critical jobs related to SFPUC’s core functions.
Successful workforce development strategies may include public-private-community

partnerships that focus on identifying workers from impacted areas, removing barriers
to employment, providing support services, and offering internships and on-the-job
training.
• Economic Development – The SFPUC is committed to economic development strategies
resulting in public-private-community partnerships which promote contracting
opportunities with local, small businesses that hire workers from the neighborhood
impacted by the project. Successful proposals will ensure that the businesses and
workers that make up the local communities where the SFPUC operates and provides
services receive economic benefits from the project.
• Environmental Justice Programs – The SFPUC defines environmental justice as the fair
treatment of people of all races, cultures, and incomes and believes that no group of
people should bear a disproportionate share of negative environmental consequences
resulting from the operations, programs, and/or policies of the SFPUC. The SFPUC seeks
to prevent, mitigate, and lessen the disproportionate environmental impacts of its
activities on communities. Successful proposals address environmental justice
disparities, improve health outcomes in the community, and support the continued
presence of long-term residents and businesses in the community.
• Education - The SFPUC is focused on ensuring that students are building a foundation to
become the guardians and stewards of the SFPUC water, power, and sewer systems.
Successful education proposals may include activities and initiatives that support
science and engineering curriculum, involve partnerships with local educational
nonprofits and schools, and take into consideration the priorities of local school
districts.
The CB Submittal shall describe the nonprofit, educational or charitable organization(s) with
whom the Proposer intends to partner, along with their programs or strategies, which have
demonstrated track records delivering the intended outcomes. Preference will be given to
organizations, which have a demonstrated track record delivering these outcomes to the
communities impacted by the project.
All CB Commitments must support nonprofit, charitable, or related activities. CB Commitments

shall not go to, nor benefit, any City department or employee. CB Commitments are separate
from, and in addition to, any regulatory or legal requirements related to the contract (e.g. local
hire, LBE requirements, environmental mitigation, etc).
B. Community Benefits Commitments
The Proposer shall summarize the CB Submittal in a table or spreadsheet (“Community Benefits
Summary Table”) that includes a description, as applicable, of: 1) the community benefit
initiative or partner; 2) expected outcomes; 3) timetable and duration of the CB Commitments;
and 4) dollar amount of direct contributions, number and cost of volunteer hours and in-kind
contributions that will be committed to each specific initiative, as well as for the total
contribution amount for the term of the Agreement using the table below. The standard rate

for volunteer hours for this RFP is $150/hr. Proposers shall demonstrate that they have
dedicated sufficient resources to achieve the intended outcomes described above in Section A.
Community Benefits Commitments Table
(A) (B) (C) (D) (E) (F)

Community Community Expected Timetable Direct Volunteer Volunteer Total In-Kind Total
Benefits Benefits Outcomes & Financial Hours Hourly Rate Value of Contributions Contributions
Priority Initiative or Duration Contribution (rate is Volunteer (A + D + E)
Area Partner standardized) Hours (B
(choose x C)
from
above)
1. $ Hrs $150/hr $ $ $
2. $ Hrs $150/hr $ $ $
$ Hrs $ $ $
TOTAL
C. Project Team/Organization
The CB Submittal shall include a description of the Proposer and the Proposer’s overall
approach to community benefits and social responsibility. The Proposer shall include a list of
the role(s) of individuals that will be responsible for implementation of the CB Commitments
and describe their commitment to corporate social responsibility. The list shall detail the
following for each team member: (1) qualifications, (2) specific responsibilities, (3) decision
making authority, and (4) relevant contact information, including phone number and email
address. The Proposer must identify a Community Benefits Executive in Charge and a
Community Benefits Coordinator. The Community Benefits Executive in Charge will manage the
implementation of the CB Submittal, provide fiduciary oversight, and ensure that the proposed
CB activities are delivered to the communities that they are intended to benefit in a transparent
and otherwise accountable manner. The Community Benefits Coordinator shall organize, plan,
track, and report on the progress of all CB activities. The Executive in Charge is responsible for
coordinating the senior management of the Proposer’s subconsultants to provide benefits to
the community should such subconsultants choose to participate.
D. Accountability and Deliverables

The Proposer shall provide a description of the accountability methods to ensure that the
proposed CB Commitments will be delivered in a transparent and accountable manner. The
Proposer shall detail a clear internal plan for tracking, monitoring, and reporting on a regular
basis to enable the SFPUC to easily verify that the Proposer's CB Commitments are delivered as
intended throughout the life of the contract.

Proposers must provide the following deliverables during performance of the Agreement:
1. Consultant: Community Benefits Plan and Timeline

• The Consultant shall develop a Community Benefits Plan within three (3) months of
issuance of the first NTP. The Community Benefits Plan will provide details regarding
community partnerships, expenditures, a schedule, and timelines related to the CB
Submittal.
• The Consultant is invited to meet once a year thereafter or as needed with the SFPUC
External Affairs’ Social Impact Partnership Manager during the term of the Agreement
to discuss the work plan, timelines, partners, strategic delivery, scale, and performance
necessary to ensure the commitments maximize collective resources and positive
impact.
2. Consultant: Community Benefits Commitments and Reporting

• The Consultant will deliver the proposed CB Commitments specified in the CB Submittal
and the Community Benefits Plan. Any proposed changes to the CB Commitments as set
forth in the final Agreement shall be submitted in writing for review by the SFPUC
External Affairs’ Social Impact Partnership Manager.
• The Consultant shall submit biannual progress reports to the SFPUC External Affairs’
Social Impact Partnership Manager, which detail the geographic scope of commitment,
activities and outcomes, key metrics, and the total number of hours, dollars, etc.
contributed to-date. Progress reports are to be submitted on the last business day of
the month following the close of 2nd and 4th business quarters. As part of the progress
reports, the Consultant will also be required to submit documents to substantiate that
the CB Commitments and any funds associated therewith were delivered to the
communities they were intended to benefit. These reporting requirements may be
adjusted over the duration of the program due to system improvements.
• The Consultant shall also submit an annual newsletter documenting the culmination of
their Community Benefits Commitments, beneficiaries, and outcomes for the year.
E. Statements of Understanding
The Proposer must state in their CB Submittal that they understand the following statements:
• All instructions for the CB Submittal have been followed.
• Any of the CB Commitments that the Proposer voluntarily commits to should directly
benefit the communities, neighborhoods, and/or residents served by or impacted by the
SFPUC.
• CB Commitments must support nonprofit, charitable, or related activities.
• CB Commitments shall not go to, nor benefit, any particular City department or
employee.
• CB Commitments are separate from and in addition to any regulatory or legal
requirements related to the Agreement.
• CB Commitments must be delivered at zero dollar cost to the SFPUC.

• The total commitment amount listed in the Community Benefits Summary Table in the
final Agreement is considered binding.
• Only activities commenced after the first NTP for this Agreement is issued will count
towards the fulfillment of Proposer’s CB Commitments.
• Proposer commits to complying with SFPUC’s reporting requirements.
• Proposer commits to the Terms and Conditions set forth in this section and in the
Agreement.
CMD Local Business Enterprise Forms

All proposals submitted must include the completed CMD Local Business Enterprise (LBE) Forms
(CMD Attachment 6A). Attach the completed CMD LBE Forms included in Appendix E: Form
2A, Form 2B, Form 3, Form 4 (if applicable), and Form 5.
Additional Attachments: City Requirements Forms

All proposals submitted must include the following:
1) CMD/12B & 12C Form: Attach the completed CMD Form 12B-101 included in Appendix D.
See RFP Section 10.3 for more information.
2) Other Required City Forms: Attach the completed Minimum Compensation Ordinance
(MCO) Declaration, Health Care Accountability Ordinance (HCAO) Declaration, and First
Source Hiring Program (FSHP) Agreement included in Appendices F, G, and H, respectively.
See RFP Sections 10.4, 10.5, 10.6 for more information.
3) Chapter 12X Certification, included in Appendix I.
4) Release of Liability Form included in Appendix J.

6 Evaluation and Selection Criteria
This section describes the process for analyzing and evaluating the Proposals. SFPUC and CMD
staff first perform an Initial Screening process as described in Section 6.1. Proposals that pass
the Initial Screening process will proceed to the Evaluation Process described in Section 6.2.
Initial Review
SFPUC and CMD staff will review each proposal for initial determinations on responsiveness.
Elements reviewed will include, without limitation: proposal completeness, compliance with
format requirements, compliance with minimum qualification requirements, verifiable
references, compliance with LBE requirements, and responsiveness to the material terms and
conditions of the Agreement (Appendix A, Professional Services Agreement (P-606)).
SFPUC will not score Proposals during the Initial Review. This review will provide a pass/fail
determination as to whether a proposal meets the threshold requirements described above.
SFPUC will deem non-responsive any proposal that fails to meet these requirements. SFPUC will
not include any Proposal deemed non-responsive in the Evaluation Process described in Section
6.2 below. The City reserves the right to request clarification from Proposers prior to rejecting
a proposal for failure to meet the Initial Review requirements. SFPUC will limit clarifications to
exchanges between the City and a Proposer for the purpose of clarifying certain aspects of the
Proposal, and will not provide a Proposer the opportunity to revise or modify its Proposal.
Overall Evaluation Process

The evaluation process will consist of the below phases with the following allocation of points:
Written Proposal
850
• Technical Written Proposal
50
• Community Benefits Submittal
Overhead and Profit Schedule 100
TOTAL 1000
The maximum total score for the evaluation process will be one thousand (1000) points.
The Selection Panels, including the Technical Panel and the Community Benefits Panel, will be
comprised of individuals who are knowledgeable on the subject matter, and may include staff
from the SFPUC, other City agencies, and/or other utilities or organizations. SFPUC/City will not
include staff closely involved with the preparation of this RFP and the development of the
scope of services on the Selection Panel.

Written Proposal Evaluation
The Written Proposal Evaluation consists of separate evaluations of both the Technical Written
Proposal and the Community Benefits Submittal. SFPUC will total the scores for the Technical
Written Proposal and the Community Benefits Submittal.
The assigned CMD Contract Compliance Officer will assess proposal compliance with LBE
requirements and assign a rating bonus to the written proposal score, if applicable.
SFPUC will tabulate the written proposal scores, or CMD-adjusted written proposal scores (if
applicable), and rank the Proposers starting with the Proposer receiving the highest score, then
continuing with the Proposer receiving the second highest score, and so on.
6.2.1.1 Technical Written Proposal

The Technical Panel will evaluate and score written proposals using the following point scale:
EVALUATION CRITERIA RFP SECTION(S) POINTS
Proposer Qualifications
- Depth and Breadth of experience of Prime
Proposer or JV Partners 4.1 and 5.2.3 200
- Experience with similar Professional
Services contracts
Lead and Key Team Member Qualifications 4.3 and 5.2.6 250
Reference Projects 5.2.4 200

Work Approach
5.2.2 and 5.2.5 150
Proposer Team Organizational Chart
-Subconsultant qualifications, including 4.2 and 5.2.7 50
depth of available subconsultant resources
- Other Team Member’s Qualification
Total Points: 850
6.2.1.2 Community Benefits Submittal

The CB Submittal is a stand-alone, voluntary proposal that a separate panel of community
benefits specialists (“Community Benefits Panel”) will review. The Community Benefits Panel
will base its evaluation and scoring on the following criteria:
RFP
EVALUATION CRITERIA POINTS
SECTION

Community Benefits Work Approach 5.2.10.4 17.5
Community Benefits Commitments (table) 5.2.10.4 5
Project Team/Organization 5.2.10.4 25
Accountability and Deliverables 5.2.10.4 2.5
Total Points: 50
Overhead and Profit Schedule Evaluation

SFPUC will score Proposals based on their proposed Effective Overhead and Profit Rate (EOPR,
or “average multiplier”) for this Project.
SFPUC may reject the data provided in the Overhead and Profit Schedule (OPS) and exclude it
from the score tabulation if SFPUC finds it to be inconsistent with any of the information
provided in the Proposal. For example, classification of team members presented in the Work
Approach or Team Organizational Chart must be consistent with classification of team members
listed in the OPS.
SFPUC will allocate up to 100 points for the Overhead and Profit based on the following table:
Effective Overhead and Profit Rate

Point(s)
(EOPR, or “Average Multiplier”)
< or equal to 2.84 100
2.85 - 2.88 90
2.89 - 2.92 80
2.93 - 2.96 70
2.97 - 3.00 60
3.01 – 3.04 50
3.05 - 3.08 40
3.09 - 3.12 30
3.13 - 3.16 20
3.17 - 3.20 10
> 3.20 * 0
* The maximum allowable Effective Overhead and Profit Rate is 3.20.

The CMD Contract Compliance Officer will assign a rating bonus to the combined OPS score, if
applicable. SFPUC will tabulate the OPS Scores, or CMD-adjusted Fee Schedule scores (if
applicable).
Final Scoring
The SFPUC will tabulate written proposal, Community Benefits, and OPS scores and then rank
Proposers, starting with the Proposer receiving the highest total score, then continuing with the
Proposer receiving the second highest total score, and so on. SFPUC will identify the Proposer
with the highest total score as the highest-ranked Proposer eligible to proceed with the award
of an Agreement.

7 Award of an Agreement
Agreement Preparation
The SFPUC General Manager will make a recommendation to the SFPUC Commissioners, to
award an Agreement to the highest-ranked Proposer. In accordance with San Francisco
Administrative Code Chapter 6, no proposal is accepted and no contract in excess of the
Minimum Competitive Amount is awarded by the City until such time as the General Manager
recommends the contract for award and the Commission then adopts a resoultion awarding
the contract. Pursuant to Charter Section 3.105, all contract awards are subject to certification
by the Controller as to the availability of funds.
Failure by the Proposer to obtain compliance with City requirements and execute an
Agreement within two (2) weeks of the date of the Commission’s authorization to execute the
Agreement may result in the General Manager’s executing an Agreement with the next highest
ranked Proposer. The SFPUC, at its sole discretion, may select another Proposer and may
proceed against the original Consultant for damages.
SFPUC will issue a Notice of Contract Award (NCA) after the selected consultant obtains all
necessary City approvals, submits required documents, executes the Agreement, and the
Controller certifies the Agreement.
Standard Agreement Language

By submitting a proposal, Proposers acknowledge that they have read, understand, and agree,
if selected, to enter into the City’s Agreement as set forth in Appendix A, without changes to its
terms and conditions. SFPUC will not negotiate the terms of the Agreement, including the
overead and profit rate and billing rates listed in the submitted OPS. By submitting its proposal,
Proposer agrees to the terms of the Agreement and agrees not to propose negotiation of any of
its terms.
Agreement Administration
SFPUC may direct Consultant to perform contract services in phases. The SFPUC will determine
the work to be conducted under each phase and authorize the start of each phase in
accordance with the overall agreed upon project schedule.
The City strictly prohibits the Consultant from commencing performance of work under the
Agreement until the SFPUC issues a written Notice to Proceed (NTP). The City shall not be liable
for payment for any work performed by the Consultant prior to the City’s issuance of an NTP.
In accordance with San Francisco Administrative Code Chapter 6, no proposal is accepted and
no contract in excess of $129,000 is awarded by the City until such time as the SFPUC General

Manager recommends the contract award and the Commission then adopts a resolution
awarding the contract.

8 Terms and Conditions
Errors and Omissions in RFP
Proposers are responsible for reviewing all portions of this RFP, including all appendices.
Proposers are to promptly notify the SFPUC, in writing, upon discovery of any ambiguity,
discrepancy, omission, or other error in the RFP. Modifications and clarifications will be made
by addenda as specified in Section 8.3 of this RFP. The City is not obligated to issue addenda in
response to any request submitted after 3/15/2021.
Inquiries Regarding RFP

All requests for information concerning the RFP, whether submitted before or after the pre-
submittal conference, must be in writing and submitted via the SFBid website. Substantive
replies will be memorialized in written addenda to be made part of this RFP. All addenda will
be posted on the SFBid website. This RFP will only be governed by information provided
through written addenda. With the exception of CMD or City contracting inquiries, no
questions or requests for interpretation will be accepted after 3/15/2021.
If any new and/or substantive information is provided in response to questions raised at the
pre-submittal conference, it will be memorialized in a written addendum to this RFP and posted
on the SFBid website.
For questions concerning CMD certification requirements for equal benefits, Proposers should
refer to the CMD website at http://www.sfgov.org/cmd.
Direct all inquiries regarding business tax registration procedures to the Tax Collector’s Office at
(415) 554-4400.
Interpretation and Addenda/Change Notices

Any interpretation of, or change in, the RFP will be made by addendum and shall become a part
of the RFP and of any Agreement awarded. Change Notices in the form of Addenda will be
posted on the SFBid website.
The SFPUC will make reasonable efforts to post in a timely manner any modifications to the RFP
on the SFBid website. Notwithstanding this provision, the Proposer shall be responsible for
ensuring that its proposal reflects any and all addenda posted by the SFPUC prior to the
proposal due date regardless of when the proposal is submitted. Therefore, the City
recommends that the Proposer check the SFBid website before submitting its proposal to
determine if the Proposer has read all posted addenda. The SFPUC will not be responsible for
any other explanation or interpretation.

Objections to RFP Terms
Should a prospective Proposer object on any ground to any provision or legal requirement set
forth in the RFP (including all Appendices and all Addenda), including but not limited to
Objections based on allegations that: (i) the RFP is unlawful in whole or in part; (ii) one or more
of the requirements of the RFP is onerous, unfair or unclear; (iii) the structure of the RFP does
not provide a correct or optimal process for the solicitation of the Services; (iv) the RFP contains
one or more ambiguity, conflict, discrepancy or other error; or (v) the RFP unnecessarily
precludes alternative solutions to the Services or project at issue, the prospective Proposer
must provide timely written notice of Objection as set forth below.
a) An Objection must be in writing and must be received by the City no later than 5:00 p.m.
on the 10th working date prior to the deadline for proposal submittal (as that deadline may be
adjusted by Addenda). The prospective Proposer bears the risk of non-delivery within the
required time period. Objections must be transmitted by a means that will objectively
establish the date of receipt by the City. Objections or notices of Objections delivered orally
(e.g., by telephone) will not be considered. SFPUC staff will acknowledge receipt of any
Objection(s) via email.
b) Objections must be delivered to: [email protected] and to [email protected]

c) The Objection shall state the basis for the Objection, refer to the specific requirement or
portion of the RFP at issue, and shall describe the modification to the RFP sought by the
prospective Proposer. The Objection shall also include the name, address, telephone number,
and email address of the person representing the prospective Proposer.
d) The City, at its discretion, may make a determination regarding an Objection without
requesting further documents or information from the prospective Proposer who submitted
the Objection. Accordingly, the initial Objection must include all grounds of objection and all
supporting documentation or evidence reasonably available to the prospective Proposer at the
time the Objection is submitted. If the prospective Proposer later raises new grounds or
evidence that were not included in the initial Objection, but which could have been raised at
that time, then the City may not consider such new grounds or new evidence.
e) Upon receipt of a timely and proper Objection, the City will review the Objection and
conduct an investigation as it deems appropriate. As part of its investigation, the City may
consider information provided by sources other than prospective Proposer. At the completion
of its investigation, the City will provide a written determination to the prospective Proposer
who submitted the Objection. If required, the City may extend the proposal submittal
deadline to allow sufficient time to review and investigate the Objection, and issue Addenda to
incorporate any necessary changes to the RFP.

f) Objections not received within the time and manner specified will not be considered. A
Proposer's failure to provide the City with a written Objection as specified above on or before
the deadline specified above shall constitute a complete and irrevocable waiver of the
ground(s) of objection and forfeiture of the Proposer's right to raise such ground(s) of objection
later in the procurement process, in a Government Code Claim, or in other legal proceedings.
g) A Proposer may not rely on an Objection submitted by another Proposer, but must timely
pursue its own Objection.
Reserved (Signature Requirements)

Term of Proposal
By submitting a proposal for consideration, the Proposer agrees that: (1) the proposed services
and prices constitute an offer that is irrevocable for 120 calendar days from the proposal due
date, and that the City may accept the offer at any time after submission through the end of
the 120th calendar day following the deadline for submission of proposals; and (2) the quoted
prices are genuine and not the result of collusion or any other anti-competitive activity.
Revision of Proposal
Notwithstanding the forgoing, a Proposer may withdraw or revise a proposal on the Proposer’s
own initiative at any time before the deadline for submission of proposals. The Proposer must
submit the revised proposal in the same manner as the original proposal. A revised proposal
must be received on or before the proposal due date.
In no case will a statement of intent to submit a revised proposal or the commencement of a

revision process extend the proposal due date for any Proposer.
A Proposer may withdraw his/her proposal prior to the proposal submission deadline by
following the prompts on the SFBid website. Once withdrawn, a Proposer may submit a revised
proposal through SFBid head of the proposal deadline.
At any time during the proposal evaluation process, the SFPUC may require a Proposer to
provide oral or written clarification of its proposal. The SFPUC reserves the right to make an
award without receiving or accepting any clarifications of proposals received.
Errors and Omissions in Proposal

Failure by the SFPUC to object to an error, omission, or deviation in the proposal will in no way
modify the RFP or excuse the Proposer from full compliance with the specifications of the RFP
or any Agreement awarded pursuant to the RFP.

Financial Responsibility
The SFPUC accepts no financial responsibility for any costs incurred by a Proposer in either
responding to this RFP, participating in oral presentations, or negotiating an Agreement with
the SFPUC. The proposals in response to the RFP will become the property of the SFPUC and
may be used by the SFPUC in any way it deems appropriate.
Proposer’s Obligations Under the Campaign Reform

Ordinance
Proposers must comply with Section 1.126 of the San Francisco Campaign and Governmental
Code, which states:
No person who contracts with the City and County of San Francisco for the rendition of
personal services, for the furnishing of any material, supplies or equipment to the City, or for
selling any land or building to the City, whenever such transaction would require approval by a
City elective officer, or the board on which that City elective officer serves, shall make any
contribution to such an officer, or candidates for such an office, or committee controlled by
such officer or candidate at any time between commencement of negotiations for such
contract until (1) the termination of negotiations for such contract; or (2) three months have
elapsed from the date the contract is approved by the City elective officer, or the board on
which that City elective officer serves.
If a Proposer is negotiating for a contract that must be approved by an elected local officer or
the board on which that officer serves, during the negotiation period the Proposer is prohibited
from making contributions to:
• The officer’s re-election campaign;
• A candidate for that officer’s office; and
• A committee controlled by the officer or candidate.
The negotiation period begins with the first point of contact, either by telephone, in person, or
in writing, when a Proposer approaches any City officer or employee about a particular
contract, or a City officer or employee initiates communication with a potential Proposer about
a contract. The negotiation period ends when a contract is awarded or not awarded to the
Proposer. Examples of initial contacts include: (i) a vendor contacts a City officer or employee to
promote himself or herself as a candidate for a contract; and (ii) a City officer or employee
contacts a Proposer to propose that the Proposer apply for a contract. Inquiries for information
about a particular contract, requests for documents relating to a RFP, and requests to be placed
on a mailing list do not constitute negotiations.
Violation of Section 1.126 may result in the following criminal, civil, or administrative penalties:

1. Criminal: Any person who knowingly or willfully violates Section 1.126 is subject to a
fine of up to $5,000 and a jail term of not more than six months, or both.
2. Civil: Any person who intentionally or negligently violates Section 1.126 may be held
liable in a civil action brought by the civil prosecutor for an amount up to $5,000.
3. Administrative: Any person who intentionally or negligently violates section 1.126 may
be held liable in an administrative proceeding before the Ethics Commission held
pursuant to the Charter for an amount up to $5,000 for each violation.
For further information, Proposers should contact the San Francisco Ethics Commission at (415)
581-2300.
Sunshine Ordinance
In accordance with San Francisco Administrative Code Section 67.24(e), Proposers’ bids,
responses to RFP’s and all other records of communications between the City and persons or
firms seeking contracts shall be open to inspection immediately after a contract has been
awarded. Nothing in this provision requires the disclosure of a private person’s or entity's net
worth or other proprietary financial data submitted for qualification for a contract or other
benefits until and unless that person or organization is awarded the contract or benefit.
Information provided which is covered by this paragraph will be made available to the public
upon request.
Public Access to Meetings and Records

If a Proposer is a non-profit entity that receives a cumulative total per year of at least $250,000
in City-funds or City-administered funds and is a non-profit organization as defined in Chapter
12L of the San Francisco Administrative Code, the Proposer must comply with Chapter 12L. The
Proposer must include in its proposal: (1) a statement describing its efforts to comply with the
Chapter 12L provisions regarding public access to Proposer’s meetings and records, and (2) a
summary of all complaints concerning the Proposer’s compliance with Chapter 12L that were
filed with the City in the last two years and deemed by the City to be substantiated. The
summary shall also describe the disposition of each complaint. If no such complaints were
filed, the Proposer shall include a statement to that effect. Failure to comply with the reporting
requirements of Chapter 12L or material misrepresentation in Proposer’s Chapter 12L
submissions shall be grounds for rejection of the proposal and/or termination of any
subsequent Agreement reached on the basis of the proposal.
Reservations of Rights by the City

The issuance of this RFP does not constitute an agreement by the City that any contract will
actually be entered into by the City. The City expressly reserves the right at any time to:

1. Waive or correct any defect or informality in any response, proposal, or proposal
procedure;
2. Reject any or all proposals;
3. Reissue an RFP;
4. Prior to submission deadline for proposals, modify all or any portion of the selection
procedures, including deadlines for accepting responses, the specifications or
requirements for any materials, equipment or services to be provided under this RFP, or
the requirements for contents or format of the proposals;
5. Procure any materials, equipment or services specified in this RFP by any other means;
or
6. Determine that no project will be pursued.
No Waiver
No waiver by the City of any provision of this RFP shall be implied from any failure by the City to
recognize or take action on account of any failure by a Proposer to observe any provision of this
RFP.

9 Contract Monitoring Division (CMD)
Requirements
Chapter 14B Local Business Enterprise Subconsulting
Participation Requirements and Good Faith Outreach
Requirements
The requirements of the Local Business Enterprise and Non-Discrimination in Contracting
Ordinance set forth in Chapter 14B of the San Francisco Administrative Code as it now exists or
as it may be amended in the future (collectively the “LBE Ordinance”) shall apply to this RFP.
LBE Subconsulting Participation Requirements

The LBE subconsulting participation requirement for this Project is:
4%
Pursuant to Sec. 14B.9 of the Administrative Code, Proposers are hereby advised that the
availability of Minority Business Enterprises (MBE), Woman Business Enterprises (WBE) and
Other Business Enterprises (OBE) to perform subconsulting work on this Project is as follows:
MBE: 1.5%
WBE: 0.9%
OBE: 1.6%
The LBE subconsultant participation requirement for this contract is less than 20% for the
following reasons:
A large portion of the proposed work related to the Electrical Engineering

Services for the Hetch Hetchy Region requires specialized knowledge in the
planning and design of high voltage (230 to 115 kV) and medium voltage (≥12
kV) electrical power systems and protective relays.
This LBE subconsulting participation requirement is calculated as a percentage of the total value
of the goods and/or services to be provided. The LBE subconsulting participation requirement
can be met with BOTH CMD-certified SF LBEs (Small and/or Micro) and/or SFPUC-LBEs.
Proposers are further advised that they may not discriminate in the selection of Subconsultants
on the basis of race, gender, or other basis prohibited by law, and that they shall undertake all
required good faith outreach steps in such a manner as to ensure that neither MBEs nor WBEs
nor OBEs are unfairly or arbitrarily excluded from the required outreach.

Each firm responding to this solicitation shall demonstrate in its response that it has used good-
faith outreach to select LBE Subconsultants as set forth in S.F. Administrative Code §§14B.8 and
14B.9, and shall identify the particular LBE Subconsultants solicited and selected to be used in
performing the contract. For each LBE identified as a subconsultant, the response must specify
the value of the participation as a percentage of the total value of the goods and/or services to
be procured, the type of work to be performed, and such information as may reasonably be
required to determine the responsiveness of the proposal. LBEs identified as Subconsultants
must be certified with the San Francisco Contract Monitoring Division at the time the proposal
is submitted, and must be contacted by the Proposer (Prime Consultant) prior to listing them as
Subconsultants in the proposal. Any proposal that does not meet the requirements of this
paragraph may be non-responsive.
In addition to demonstrating that it will achieve the level of subconsulting participation

required by the contract, a Proposer shall also undertake and document in its submittal the
good faith efforts required by Chapter 14B.8 (D) and (E) and CMD Attachment 6A,
Requirements for SFPUC Regional Architecture, Engineering and Professional Services
Contracts. However, pursuant to 1B.8 (B), if a Proposer submits a proposal that demonstrates
LBE participation that exceeds by 35% of the established LBE subconsulting participation
requirement for the Project, the Proposer will not be required to conduct good faith efforts or
to file evidence of good faith efforts as required in Sections 14B.8 (D) and (E).
Proposals which fail to comply with the material requirements of S.F. Administrative Code
§§14B.8 and 14B.9, CMD Attachment 6A, and this RFP, will be deemed non-responsive and will
be rejected. During the term of the contract, any failure to comply with the level of LBE
subconsultant participation specified in the contract shall be deemed a material breach of
contract. Subconsulting participation requirements can be met with BOTH CMD-certified Micro
and Small LBEs located in San Francisco and SFPUC-LBEs located in the regional areas, unless
the RFP allows for SBA-LBE Subconsultants to count towards the LBE participation requirement.
Proposers should note that the LBE subconsulting percentage listed on its CMD Form 2A (the
CMD Contract Participation Form) will be incorporated into the final Standard Agreement.
LBE Prime/JV Participation

SF-LBEs (Micro or Small) and SFPUC-LBEs Rating Bonus
Rating bonuses do apply to the procurement of services under this RFP because the anticipated
Agreement amount is under $10 Million.
The rating bonus for the Prime Proposer/JV Partner applies at each phase of the selection process. The
application of the rating bonus for a Prime Proposer or JV Partner based on its LBE certification is as
follows:
a) A 10% rating bonus to an SF-LBE (Micro and/or Small) and SFPUC-LBE ; or a joint
venture between or among SF-LBEs (Micro and/or Small) and SFPUC-LBEs; or

b) A 5% rating bonus to a joint venture with SF-LBE participation (Micro and/or Small) or
SFPUC-LBE participation that equals or exceeds 35%, but is under 40%; or
c) A 7.5% rating bonus to a joint venture with SF-LBE participation (Micro and/or Small)
or SFPUC-LBE participation that equals or exceeds 40%; or
d) A 10% rating bonus to a certified non-profit entity.
If applying for a rating bonus as a joint venture: The Micro and /or Small-LBE must be an active
partner in the joint venture and perform work, manage the job and take financial risks in proportion
to the required level of participation stated in the proposal, and must be responsible for a clearly
defined portion of the work to be performed and share in the ownership, control, management
responsibilities, risks, and profits of the joint venture. The portion of the Micro and/or Small-LBE
joint venture’s work shall be set forth in detail separately from the work to be performed by the
non-LBE joint venture partner. The Micro and/or Small-LBE joint venture’s portion of the contract
must be assigned a commercially useful function. Each joint venture partner must meet the
minimum qualifications in the proposal. The LBE joint venture partner must perform Prime Level
Work and be CMD certified for the scope of work they are proposing to perform in order to be
eligible for the rating bonus.
SBA-LBE Rating Bonus

Pursuant to Section 14B.7, for contracts with an estimated cost in excess of $400,000 and less than
or equal to $10,000,000, a 5% rating bonus will be applied to any proposal from an SBA-LBE, except
that the 5% rating bonus shall not be applied at any stage if it would adversely affect a SF-LBE
(Micro and/or Small) and/or SFPUC-LBE proposer or a JV with LBE participation.
LBE Forms
All response packages submitted must include the following Contract Monitoring Division
(CMD) Forms contained in the CMD Attachment 6A:
• Form 2A – CMD Contract Participation

• Form 2B – CMD “Good Faith Outreach” Requirements Form
• Form 3 – CMD Non-Discrimination Affidavit
• Form 4 – CMD Joint Venture Form (if applicable)
• Form 5 – CMD Employment Form. If these forms are not returned with the response
package, the response package may be determined to be non-responsive and may be
rejected.
Failure to complete, sign, and submit each of the required CMD/LBE forms may result in the
response package being deemed non-responsive and rejected. Direct all inquiries concerning
the CMD LBE program to Jason Chow, the CMD Contract Compliance Officer for the SFPUC, at
(415) 554-3103 or [email protected].

The City strongly encourages proposals from qualified LBEs. Certification applications may be
obtained by calling CMD at (415) 581-2310 or by visiting the CMD website at
http://www.sfgov.org/cmd.
Chapters 12B and 12C Requirements (Equal Benefits)

Effective June 1, 1997, Chapter 12B of the San Francisco Administrative Code was amended to
prohibit the City from entering into contracts or leases with any entity that discriminates in the
provision of benefits between employees with domestic partners and employees with spouses,
and/or between the domestic partners and spouses of employees. All proposing firms should
be in the process of becoming compliant with Chapter 12B if not already compliant. The
Contract Monitoring Division (CMD) has developed rules of procedure and various resource
materials explaining the equal benefits program. These materials are available by calling the
CMD Equal Benefits Section at (415) 581-2310 or by visiting the CMD website at
http://www.sfgov.org/cmd.
If you have any questions concerning the CMD 12B/12C Forms, you may call the CMD Equal
Benefits Unit at (415) 581-2310.

10 Additional City Requirements
Insurance Requirements
Without in any way limiting Proposer’s liability pursuant to the “Indemnification” section of the
Agreement (see Appendix A), Proposer(s) will be required to maintain in force, during the full
term of any Agreement, insurance in the following amounts and coverage:
1. Worker’s Compensation Insurance with Employer’s Liability limits not less than:
$1,000,000.
In statutory amounts, per each accident, injury, or illness.
2. Commercial General Liability Insurance with limits not less than:
$2,000,000.
Per each occurrence, and
$4,000,000.
General aggregate for Bodily Injury and Property Damage, including Contractual
Liability, Personal Injury, Products and Completed Operations.
3. Commercial Automobile Liability Insurance with limits not less than:
$1,000,000.
Per each occurrence Combined Single Limit for Bodily Injury and Property Damage,
including Owned, Non-Owned, and Hired auto coverage, as applicable.
4. Professional Liability Insurance, applicable to Proposer’s profession, with limits not less
than:
$4,000,000.
Per each claim with respect to negligent acts, errors, or omissions in connection with
professional services to be provided under the Agreement.
5. …
Commercial General Liability and Commercial Automobile Liability Insurance policies must be
endorsed to provide:
1. Name as Additional Insured the City and County of San Francisco, the SFPUC, and their
respective officers, agents and employees; and
2. That such policies are primary insurance to any other insurance available to the
Additional Insureds, with respect to any claims arising out of the Agreement, and that
insurance applies separately to each insured against whom claim is made or suit is
brought.

Regarding Workers’ Compensation, Proposer hereby agrees to waive subrogation, which any
insurer of Proposer may acquire from Proposer by virtue of the payment of any loss. Proposer
agrees to obtain any endorsement that may be necessary to effect this waiver of subrogation.
The Workers’ Compensation policy shall be endorsed with a waiver of subrogation in favor of
the City for all work performed by the Proposer, its employees, agents, and Subconsultants.
All policies shall provide thirty (30) days’ advance written notice to the City of reduction or
nonrenewal of coverages or cancellation of coverages for any reason. Notices shall be sent to
the City address in the “Notices to the Parties” section.
Should any of the required insurance be provided under a claims-made form, Proposer shall
maintain such coverage continuously throughout the term of the Agreement and, without
lapse, for a period of three years beyond the expiration of the Agreement, to the effect that,
should occurrences during the contract term give rise to claims made after expiration of the
Agreement, such claims shall be covered by such claims-made policies.
Should any of the required insurance be provided under a form of coverage that includes a
general annual aggregate limit or provides that claims investigation or legal defense costs be
included in such general annual aggregate limit, such general annual aggregate limit shall be
double the occurrence or claims limits specified above.
Should any required insurance lapse during the term of the Agreement, requests for payments
originating after such lapse shall not be processed until the City receives satisfactory evidence
of reinstated coverage as required by the Agreement, effective as of the lapse date. If
insurance is not reinstated, the City may, at its sole option, terminate the Agreement effective
on the date of such lapse of insurance.
Before commencing any operations under the Agreement, Proposer shall furnish to City
certificates of insurance and additional insured policy endorsements with insurers with ratings
comparable to A-, VIII or higher, that are authorized to do business in the State of California,
and that are satisfactory to City, in form evidencing all coverages set forth above. Failure to
maintain insurance shall constitute a material breach of the Agreement.
Approval of the insurance by City shall not relieve or decrease the liability of Contractor
hereunder. If a subconsultant will be used to complete any portion of the agreement, the
Proposer shall ensure that the subconsultant shall provide all necessary insurance and shall
name the City and County of San Francisco, the San Francisco Public Utilities Commission, and
their respective officers, agents, and employees and the Proposer listed as additional insureds.

Standard Agreement
The Consultant will be required to enter into the Agreement, substantially in the form of the
Agreement for Professional Services, attached hereto as Appendix A. Submission of a proposal
shall indicate Proposer's Agreement to all terms of the Agreement.
Proposers are urged to pay special attention to the requirements of Administrative Code
Chapters 12B and 12C, Nondiscrimination in Contracts and Benefits; the Minimum
Compensation Ordinance; the Health Care Accountability Ordinance; the First Source Hiring
Program; and applicable conflict of interest laws, as specified in RFP Sections 10.3, 10.4, 10.5,
10.6, and 10.9, and Section 12, respectively, as well as Article 11 in the attached Agreement.
Nondiscrimination in Contracts and Benefits

As outlined above, the Consultant will be required to agree to comply fully with and be bound
by the provisions of Chapters 12B and 12C of the San Francisco Administrative Code. Generally,
Chapter 12B prohibits the City and County of San Francisco from entering into contracts or
leases with any entity that discriminates in the provision of benefits between employees with
domestic partners and employees with spouses, and/or between the domestic partners and
spouses of employees. The Chapter 12C requires nondiscrimination in contracts in public
accommodation. Additional information on Chapters 12B and 12C is available on the CMD’s
website at https://www.sfgov.org/cmd.
Minimum Compensation Ordinance for Employees

(MCO)
The Consultant will be required to agree to comply fully with and be bound by the provisions of
the Minimum Compensation Ordinance (MCO), as set forth in S.F. Administrative Code Chapter
12P. Generally, this Ordinance requires contractors to provide employees covered by the
Ordinance who do work funded under the contract with hourly gross compensation and paid
and unpaid time off that meet certain minimum requirements.
Additional information regarding the MCO, including the amount of hourly gross compensation
currently required under the MCO, is available on the City website at www.sfgov.org/olse/mco.
Note that the hourly gross compensation rate may increase on January 1 of each year and that
contractors will be required to pay any such increases to covered employees during the term of
the contract. See Article 11 in the Agreement for requirements.
Health Care Accountability Ordinance (HCAO)

The Consultant will be required to agree to comply fully with and be bound by the provisions of
the Health Care Accountability Ordinance (HCAO), as set forth in Administrative Code Chapter
12Q. Contractors should consult the Administrative Code to determine their compliance

obligations under this chapter. Additional information regarding the HCAO is available on the
web at www.sfgov.org/olse/hcao.
First Source Hiring Program (FSHP)

If the contract is for more than $50,000, the First Source Hiring Program (Admin. Code Chapter
83) may apply. Generally, this ordinance requires contractors to notify the First Source Hiring
Program of available entry-level jobs and provide the Workforce Development System with the
first opportunity to refer qualified individuals for employment.
Contractors should consult the San Francisco Administrative Code to determine their
compliance obligations under this chapter. Additional information regarding the FSHP is
available on the web at http://oewd.org/first-source and from the First Source Hiring
Administrator, (415)701-4848.
City Vendor and Subconsultant Registration

Consultant must become an “Approved Supplier”in order to enter into an Agreement with
the SFPUC/City. Approved Suppliers are entities that have met all the compliance
requirements necessary to conduct business with the City, such as business tax registration
and Chapter 12B compliance.
Vendors that are not currently doing business with the City must register within the City’s
financial and procurement system to become an Approved Supplier. Please note: The City also
requires all Subconsultants working under a Selected Proposer to register with the City’s
financial and procurement system. However, Subconsultants are not required to be compliant
with the City’s vendor requirements.
Please go to the City’s vendor portal, SF City Partners(https://sfcitypartner.sfgov.org/Vendor)

to register.
Consultants must become Approved Suppliers, and Subconsultants must be registered, within
two weeks of the posting of the highest-ranked Proposer, in order for award of Agreement to
[occur / remain in effect].
Business Tax Registration

In accordance with San Francisco City Ordinance 345-88, all vendors conducting business with
the City are required to maintain a valid business tax registration number. Agreements will not
be awarded to the Consultant unless business tax registration fees are paid in full by the time
the Agreement is awarded. Proposer may contact the Tax Collector's office at 415-554-4470 to
confirm that business tax registrations fees have been paid in full. Each Consultant must

provide a taxpayer ID. Vendor may register their business for tax purposes by filling out the
Business Registration online application: https://newbusiness.sfgov.org/vendor/.
Conflicts of Interest
The Consultant will be required to agree to comply fully with and be bound by the applicable
provisions of state and local law related to conflicts of interest as discussed in greater detail
under Section 12 of this RFP.
Administrative Code 14B Reporting Requirements

Contractors must submit all required payment information
using the City’s new online Financial and Procurement System
as required by CMD to enable the City to monitor Contractor’s
compliance with the LBE subcontracting commitments.
Contractor shall pay its LBE subcontractors within three (3)
working days after receiving payment from the City, except as
otherwise authorized by the LBE Ordinance. Failure to submit
all required payment information in the Financial and
Procurement System with each payment request may result in
the Controller withholding 20% of the payment due pursuant
to that invoice until the required payment information is
provided. Following the City’s payment of an invoice,
Contractor has ten (10) calendar days to acknowledge all
subcontractors have been paid in the online Financial and
Procurement.
10.11 Adminstrative Code Chapter 12X Requirements
Subject to certain exceptions, Proposers are hereby advised that this Contract is subject to the
requirements of Administrative Code Chapter 12X, which prohibits the City from entering into a
contract with a contractor that has its headquarters in a state that has enacted a law or laws
that perpetuate discrimination against LGBT people and/or has enacted a law that prohibits
abortion prior to the viability of the fetus, or a contractor that will perform any or all of the
work on the contract in such a state. Chapter 12X requires the City Administrator to maintain a
list of such states, defined as “Covered States” under Administrative Code Sections 12X.2 and
12X.12. The list of Covered States is available on the website of the City Administrator.
Proposers will be required to certify compliance with Chapter 12X as part of its proposal, unless

the City determines that a statutory exception applies. Each Proposer must certify compliance
with this requirement as directed (see Appendix J).

11 Protest Procedures
Protest of Non-Responsiveness Determination
After receipt of proposals, the SFPUC, with the assistance of CMD, will conduct an Initial
Screening of submitted proposals as set forth in Section 6.1 of this RFP. If staff determines that
a proposal should be rejected because it is either non-responsive to RFP requirements or is
otherwise unacceptable (i.e., fails to meet Minimum Qualifications Requirements set forth in
the RFP), then the City will issue a Preliminary Notice of Proposal Rejection to the applicable
Proposer(s).
If a Proposer believes that the City has improperly determined that its proposal should be
rejected, Proposer may submit a written notice of protest within five (5) working days of the
SFPUC's issuance of a Preliminary Notice of Proposal Rejection. Such notice of protest must be
received by the SFPUC prior to 5:00 p.m. on or before the fifth (5th) working day following the
SFPUC's issuance of the Preliminary Notice of Proposal Rejection. The notice of protest must
include a written statement specifying in detail each and every one of the grounds asserted for
the protest. The protest must be signed by an individual authorized to represent the Proposer,
and must cite the law, rule, local ordinance, procedure or RFP provision on which the protest is
based. In addition, the Proposer must specify facts and evidence sufficient for the SFPUC to
determine the validity of the protest.
The City, at its discretion, may make a determination regarding a protest without requesting
further documents or information from the Proposer who submitted the protest. Accordingly,
the initial protest must include all grounds of protest and all supporting documentation or
evidence reasonably available to the prospective Proposer at the time the protest is submitted.
If the Proposer later raises new grounds or evidence that were not included in the initial
protest, but which could have been raised at that time, then the City may not consider such
new grounds or new evidence.
Upon receipt of a timely and proper protest, the City will review the protest and conduct an
investigation as it deems appropriate. As part of its investigation, the City may consider
information provided by sources other than the Proposer. The City may also consider
supplemental correspondence or other information relating to the original ground(s) of Protest
submitted by a protesting Proposer to the extent the City determines that such information will
assist it in resolving the Protest. At the completion of its investigation, the City will provide a
written determination to the Proposer who submitted the protest.
The City will not consider any protests not received within the time and manner specifiedIf a
Proposer does not protest a Preliminary Notice of Proposal Rejection within the time and in the
manner specified above, then the City's determination set forth in the Preliminary Notice will

become final. A Proposer's failure to protest as specified above on or before the deadline
specified above shall constitute a complete and irrevocable waiver of the ground(s) of protest
and a forfeiture of the Proposer's right to raise such ground(s) of protest later in the
procurement process, in a Government Code Claim, or in other legal proceedings.
Protest of Agreement Award

As soon as the SFPUC finalizes Proposer rankings, the SFPUC will post the results on the SFBid
Website.
Within five (5) working days of the SFPUC’s posting of the highest ranked Proposer on the
SFBid Website, any Proposer that has submitted a responsive proposal and believes that the
City has unfairly selected another Proposer for award may submit a written notice of protest.
The notice of protest must include a written statement specifying in detail each and every one
of the grounds asserted for the protest. The protest must be signed by an individual authorized
to represent the Proposer, and must cite the law, rule, local ordinance, procedure or RFP
provision on which the protest is based. In addition, the Proposer must specify facts and
evidence sufficient for the City to determine the validity of the protest. All protests must be
received by the SFPUC before 5:00 p.m. on or before the fifth (5th) working day following the
SFPUC’s posting of the highest ranked Proposer; the City will not consider untimely protests.
The City, at its discretion, may make a determination regarding a protest without requesting
further documents or information from the Proposer who submitted the protest. Accordingly,
the initial protest must include all grounds of protest and all supporting documentation or
evidence reasonably available to the Proposer at the time the protest is submitted. If the
Proposer later raises new grounds or evidence that were not included in the initial protest, but
which could have been raised at that time, then the City may not consider such new grounds or
new evidence.
Upon receipt of a timely and proper protest, the City will review the protest and conduct an
investigation as it deems appropriate. As part of its investigation, the City may consider
information provided by sources other than the Proposer. The City may also consider
supplemental correspondence or other information relating to the original ground(s) of Protest
submitted by a protesting Proposer to the extent the City determines that such information will
assist it in resolving the Protest. At the completion of its investigation, the City will provide a
written determination to the Proposer who submitted the protest.
The City will not consider any protests not received within the time and manner specified.
If a Proposer does not protest the SFPUC’s posting of the highest ranked Proposer on the SFBid
website within the time and in the manner specified, above, then the City's selection will
become final and SFPUC staff may proceed to recommend the highest ranked Proposer for

award by the Commission. A Proposer's failure to protest as specified above on or before the
time specified above shall constitute a complete and irrevocable waiver of the ground(s) of
protest and forfeit the Proposer's right to raise such ground(s) of protest later in the
procurement process, in a Government Code Claim, or in other legal proceedings.
Delivery of Protests
The protestor bears the risk of non-delivery within the deadlines specified herein. Protests
must be transmitted by a means that will objectively establish the date the City received the
protest. SFPUC will not consider protests or notice of protests made orally (e.g., by telephone).
SFPUC staff will acknowledge receipt of any Protest(s) via email. Protests must be delivered to:
[email protected] and to [email protected]

12 Conflict of Interest
The Consultant will be required to agree to comply fully with and be bound by the applicable
provisions of state and local laws related to conflicts of interest, including Section 15.103 of the
City's Charter, Article III, Chapter 2 of City’s Campaign and Governmental Conduct Code, and
Section 87100 et seq. and Section 1090 et seq. of the Government Code of the State of
California. The Consultant will be required to acknowledge that it is familiar with these laws;
certify that it does not know of any facts that constitute a violation of said provisions; and agree
to immediately notify the City if it becomes aware of any such fact during the term of the
Agreement.
Individuals who will perform work for the City on behalf of the Consultant might be deemed
consultants under state and local conflict of interest laws. If so, such individuals will be
required to submit a Statement of Economic Interests, California Fair Political Practices
Commission Form 700, to the City within ten calendar days of the City notifying the Consultant
that the City has selected the Proposer.
Obligations
It is the obligation of the Proposer as well as their Subconsultants to determine whether or not
participation in that contract constitutes a conflict of interest. While city staff maintains records
regarding award and execution of contracts, it does not have access to specific information
concerning which entities, partners, sub-consultants or team members perform specific work
on these contracts. A conflict of interest or an unfair advantage may exist without any
knowledge of the SFPUC. The database of our records concerning work performed by various
sub-consultants is available for reference to consultants making their own determination of
potential conflicts. Proposers have sole responsibility for compliance with these requirements.
A court makes the final determination of whether an actual conflict exists. The guidelines
below are provided to assist Proposers; however, the City is not providing legal advice in
providing the information and assumes no responsibility or liability arising from Proposer’s
reliance on this information. The guidelines below address conflicts under the aforementioned
laws but there are other laws that affect qualifications for a contract.
Work
There are many phases of work pertaining to city contracts. Potential conflicts arise out of
progressive participation in various phases of that work. Set forth below are general guidelines
regarding when participation in a specific phase of work may create a conflict. Because an
actual determination regarding whether a conflict exists depends upon the specific facts of
each situation, Proposers should treat the general guidelines set forth below only as a starting

point. The guidelines do not constitute legal advice. A Proposer should consult with its legal
counsel to determine whether a potential conflict exists.
1. RFI/RFQ/RFP/Bid Documents. Any entity that participates in the development of any of

these documents has participated in “making the contract” for the work. For these
purposes “participating in making” has the same meaning as under Government Code
Section 1090 and the term “entity” includes any parent, subsidiary or other related
business.
2. General Program Management Services. Because these advisory services necessarily assist
in general definitions of the program and projects, conflict would likely exist in participation
in the design, construction management , and/or construction phase of any project.
3. Preplanning. Participation in preplanning work, which may include the needs assessment
report, since it is an initial phase, would likely be limited only by previous participation in
preparation of RFI/RFQ/RFP or bid documents.
4. Planning. The planning phase of any project establishes the facts pertaining to the project
and possible options for consideration.
a) Alternative Analysis Report. This phase proposes to decision-makers the various
alternatives in project scope, cost, schedule, and environmental impact necessary to
make a determination of the proper project. Firms may have a conflict of interest in
subsequent design work if they participated in the decision-making process of
selecting an alternative.
b) Conceptual Engineering Report. This document defines the project and shapes the
design contract. Participation in this phase may likely be in conflict with any future
design services.
5. Environmental Review. Similar to the planning phase, this phase of work gathers
information from other sources resulting in a definition of the project for the purposes of
reviewing the environmental effects of the work. Firms participating in environmental
review would likely not have a conflict in participating in subsequent phases.
6. Final Engineering Design. Documents produced under this phase constitute the definition
of the construction contract. Participation in this phase would likely be in conflict with
participation in any subsequent phases, such as construction management or general
construction.
7. Construction Management. This work consists of review, assessment, and
recommendation for actions based on interpretation of contract documents. No firm
participating in one contract with SFPUC can review any of its own work performed under
another contract. Conflicts would likely arise if any firm participates in either preparation of
final engineering design or in preparing any documents enumerated in a contract for
construction or in preparing any documents the SFPUC requires a Proposer to rely on in the
preparation of its bid. Participation in this phase also would likely be in conflict with
participation in the construction phase.

8. Construction. It is unlikely that participation in construction contracts, including alternative
delivery projects, would result in conflicts on subsequent contracts. Restrictions on
participation in construction contracts may be stipulated in other federal, state, or local
laws.
9. Alterntative Delivery. To the extent that an alternative delivery method is used (e.g.,
design-build or construction manager/general contractor), the restrictions on design or
construction management services mentioned herein would apply to those phases of the
alternative delivery project.
10. General. Work associated with gathering, assessing, or reviewing technical data such as
geotechnical investigations, site surveys, condition assessments, or cost estimating would
likely have conflicts with other work only if the firms were in a position to review their own
work.
11. Administrative Services. Any subconsultant or vendor providing general administrative
services such as communications, reprographic, janitorial or security services during one
phase of a project will not be precluded from providing similar services during later phases
of the same project.
Other General Restrictions Applicable to this RFP

A firm cannot be a Prime Consultant or JV Partner on more than one (1) proposing team. In
addition, if a designated Prime Consultant or JV Partner (Lead or Non-lead) intends to be listed
as a subconsultant on another competing proposal, the Prime Consultant or JV Partner must
fully disclose such intent to the affected parties 30 days prior to the due date for Proposal
submittal. Failure to comply with these restrictions may result in the rejection of one or more
affected Proposals. A Prime Consultant or JV Partner cannot participate in more than one
interview.
Consultation with Counsel

The SFPUC strongly advises any proposing/bidding firm to consult with their legal counsel to
determine whether or not a conflict of interest exists. It is the responsibility of the
proposing/bidding firm to make that determination. The SFPUC will not advise consultants on
conflict of interest matters.

13 Acronyms and Abbreviations
AACE .....................Association for the Advancement of Cost Engineering
AGM .....................Assistant General Manager
BEM ......................Bureau of Environmental Management
BFS ........................Bruce Flynn Pump Station
BIM .......................Building Information Modeling
CAB .......................Contract Administration Bureau
CCM ......................Consultant Construction Manager
CEQA ....................California Environmental Quality Act
CHS .......................Channel Pump Station
CM/GC ..................Construction Manager/General Contractor
CM ........................Construction Management
CMB ......................Construction Management Bureau
CMD......................Contract Monitoring Division
CMIS .....................Construction Management Information System
CPI ........................Consumer Price Index
CPM ......................Critical Path Method
CSPE......................Consultant Services Performance Evaluation
EIR ........................Environmental Impact Report
EMB ......................Engineering Management Bureau
EOPR .....................Effective Overhead and Profit Rate
FSHP .....................First Source Hiring Program
HCAO ....................Health Care Accountability Ordinance
HCIP ......................Hetchy Capital Improvement Program
ICS ........................Influent Control Structure
ICC ........................International Code Council
IRS ........................Internal Revenue Service
JV ........................Joint Venture

LBE ........................Local Business Enterprise
LOS .......................Level of Service
MCO .....................Minimum Compensation Ordinance
mgd ......................million gallons per day
NPF .......................North Point Wet Weather Facility
NTP .......................Notice to Proceed
O&M .....................Operations & Maintenance
ODC ......................Other Direct Cost
OPS .......................Overhead and Profit Schedule
OSP .......................Oceanside Water Pollution Control Plant
PLA .......................Project Labor Agreement
PMB ......................Program Management Bureau
PMP ......................Project Management Professional
RFI ........................Request for Information
RFP .......................Request for Proposals
SELS ......................Southeast Lift Station
SEP ........................Southeast Water Pollution Control Plant
SFPUC ...................San Francisco Public Utilities Commission
SOP .......................Standard Operating Procedure
SSIP .......................Sewer System Improvement Program
VFD .......................Variable Frequency Drive
WBS ......................Work Breakdown Structure
WSIP .....................Water System Improvement Program
WWE ....................Wastewater Enterprise

14 List of Appendices
A. Professional Services Agreement (P-606)
B. Overhead and Profit Schedule (OPS) Template (Excel file)
C. Community Benefits Supporting Documents
D. 12B & 12C Declaration: Nondiscrimination in Contracts and Benefits Form (CMD-12B-101)
E. Contract Monitoring Division (CMD) LBE Forms (Attachment 6A)
a. Form 2A – CMD Contract Participation Form
b. Form 2B – CMD “Good Faith Outreach” Requirements Form
c. Form 3 – CMD Compliance Affidavit
d. Form 4 – CMD Joint Venture Form (if applicable)
e. Form 5 – CMD Employment Form
F. Minimum Compensation Ordinance (MCO) Declaration
G. Health Care Accountability Ordinance (HCAO) Declaration
H. First Source Hiring Program Agreement
I. Chapter 12X Certification
J. Release of Liability Form
K. Consultant Services Performance Evaluation Procedure
L.

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Request for Proposals:

Electrical Engineering Services for the Hetch

Agreement No. PUC.PRO.0182

525 Golden Gate Avenue • San Francisco, CA 94102

5 PROPOSAL RESPONSE FORMAT ..................................................................................................26

5.2.9 COMMUNITY BENEFIT SUBMITTAL........................................................................................................32

5.2.11 ADDITONAL ATTACHMENTS: CITY REQUIREMENTS FORMS...................................................................38

6 EVALUATION AND SELECTION CRITERIA ......................................................................................39

6.2.2 OVERHEAD AND PROFIT SCHEDULE ...................................................................................................41

FINAL SCORING ............................................................................................................................... 42

TERM OF PROPOSAL ........................................................................................................................ 47

REVISION OF PROPOSAL ................................................................................................................... 47

ERRORS AND OMISSIONS IN PROPOSAL............................................................................................. 47

FINANCIAL RESPONSIBILITY............................................................................... ................................................. 48

PROPOSER'S OBLIGATIONS UNDER THE CAMPAIGN REFORM ORDINANCE................................................... 48

PUBLIC ACCESS TO MEETINGS AND RECORDS...................................................................................... 49

RESERVATIONS OF RIGHTS BY THE CITY................................................................................................ 49

9 CONTRACT MONITORING DIVISION (CMD) REQUIREMENTS ........................................................51

CHAPTERS 12B AND 12C REQUIREMENTS (EQUAL BENEFITS)................................................................. 54

Agreement Amount: $6,000,000.00

Agreement Duration: 8 Years

PUC.PRO.0182 San Francisco Public Utilities Commission (SFPUC) Page | 1

Advertisement of RFP ................................................................................................ 2/25/2021

Requests for Information and Addenda/Change Notices

PUC.PRO.0182 San Francisco Public Utilities Commission (SFPUC) Page | 2

PUC.PRO.0182 San Francisco Public Utilities Commission (SFPUC) Page | 3

The mission of the SFPUC is to:

PUC.PRO.0182 San Francisco Public Utilities Commission (SFPUC) Page | 4

B. Community Benefits Policy

SFPUC – Infrastructure Division

Hetch Hetchy Water and Power

PUC.PRO.0182 San Francisco Public Utilities Commission (SFPUC) Page | 5

PUC.PRO.0182 San Francisco Public Utilities Commission (SFPUC) Page | 6

• Conceptual Engineering Report (CER) – SFPUC Warnerville 230/115 kV Substation

• Warnerville Substation Rehabilitation Project, Contract DB-127R, Various reference

• Warnerville Substation 230 kV Oil Circuit Breaker Replacement Contingency Plan,

PUC.PRO.0182 San Francisco Public Utilities Commission (SFPUC) Page | 7

• Moccasin Powerhouse Generator Step-Up Transformer Replacement, HH1003 with

Background documents are available to prospective Proposers. Appendix L “Background

PUC.PRO.0182 San Francisco Public Utilities Commission (SFPUC) Page | 8

Contract Term and Schedule

PUC.PRO.0182 San Francisco Public Utilities Commission (SFPUC) Page | 9

PUC.PRO.0182 San Francisco Public Utilities Commission (SFPUC) Page | 10

Project Name: Moccasin Powerhouse Rehabilitation

Project Name: Warnerville Substation Rehabilitation Phase 2

PUC.PRO.0182 San Francisco Public Utilities Commission (SFPUC) Page | 11

Project Name: Other

• Conduct independent technical review

Detailed Description of Tasks

PUC.PRO.0182 San Francisco Public Utilities Commission (SFPUC) Page | 12

Estimate of Work by Discipline

High Voltage (230 to 115 kV) Electrical Engineering ...53%

Medium Voltage (≥12 kV) Electrical Engineering ...... 22%

Electrical Engineering ……………………………………………..10%

Mechanical Engineering ............................................. 3%

Architectural Design……………………………………….……... 2.5%

Structural Engineering .............................................. 2.5%

Surveying and Mapping .............................................. 2%