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Request for Qualifications for Build-Finance Services for the Gilcrease Expressway West Project

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Request for Qualifications for Build-Finance Services for the Gilcrease Expressway West Project REQUEST FOR QUALIFICATIONS FOR BUILD-FINANCE SERVICES FOR THE GILCREASE EXPRESSWAY WEST PROJECT RFQ ISSUANCE DATE: JUNE 22, 2018 _________________ PRE-SOQ SUBMITTAL INFORMATION MEETING: JUNE 28, 2018 _________________ SOQ DUE: AUGUST 8, 2018 at 4:00 P.M. (OKLAHOMA CITY TIME) _________________ CONTACT PERSON: JORDAN PERDUE PHONE: (405) 425.2782 ▪ EMAIL: [email protected] GILCREASE EXPRESSWAY PROJECT Table of Contents 1. INTRODUCTION .................................................................................... 1 1.1 Project Overview ..................................................................................... 1 1.2 Glossary ................................................................................................. 3 1.2.1 Abbreviations .................................................................................... 3 1.2.2 Definition of Terms ........................................................................... 4 2. PROJECT SPECIFIC INFORMATION ...................................................... 9 2.1 General Description of the Project ........................................................... 9 2.2 Procurement Authority ......................................................................... 11 2.3 Background Documents ....................................................................... 11 2.4 Project Budget and Funding ................................................................. 12 2.5 Project Site Right-of-Way ...................................................................... 12 2.6 Regulatory Matters and Governmental Approvals .................................. 12 2.7 Environmental Review .......................................................................... 13 2.8 Contract Services ................................................................................. 13 2.9 Related Projects .................................................................................... 14 2.10 Authority's Consultant Support Team ................................................. 14 2.11 Insurance ........................................................................................... 15 2.12 Security for Performance and Financial Strength ................................ 15 3. SELECTION COMMITTEE AND APPROVALS ........................................ 16 4. COMMUNICATIONS ............................................................................. 16 4.1 Communications Protocol ..................................................................... 16 4.2 Disclosures........................................................................................... 17 4.3 No Communication or Collusion ........................................................... 17 4.4 Restricted Communications Period ....................................................... 18 4.5 Procurement Website ............................................................................ 18 5. PROCUREMENT PROCESS .................................................................. 18 5.1 Procurement Objectives ........................................................................ 18 5.2 Pre-SOQ Submittal Information Meeting ............................................... 19 5.3 RFQ and Qualifications Submittal ........................................................ 19 5.4 SOQ Evaluation .................................................................................... 20 5.5 RFP and Proposal Process ..................................................................... 20 5.6 Alternative Technical Concepts ............................................................. 20 5.7 Procurement Schedule .......................................................................... 21 5.8 Expenses of the Respondents ............................................................... 22 5.9 Oklahoma Open Records Act ................................................................ 22 5.10 Rights of the Authority........................................................................ 23 5.11 Changes to Respondent Teams ........................................................... 24 5.12 Interviews ........................................................................................... 25 5.13 Debriefings and Appeals ..................................................................... 25 5.14 Exclusivity of Respondent Teams ........................................................ 25 5.15 Conflicts of Interest ............................................................................ 25 5.16 Criminal Background Check ............................................................... 26 5.17 Compliance with Applicable Law ......................................................... 26 5.18 Federal Requirements ......................................................................... 26 5.18.1 Buy America Program ................................................................... 26 5.18.2 Equal Employment Opportunity .................................................... 27 5.18.3 Prevailing Wage (Davis Bacon) ....................................................... 27 5.18.4 Disadvantaged Business Enterprise Participation Goal .................. 27 6. SUBMITTAL OF QUALIFICATIONS ....................................................... 27 6.1 General Instructions ............................................................................. 27 6.2 Information Requirements of SOQ Submittal ........................................ 28 6.3 Comments on Project Concepts ............................................................ 29 7. EVALUATION AND RANKING OF SUBMITTALS .................................... 30 7.1 Threshold Responsiveness .................................................................... 31 7.2 Technical Qualifications (70%) .............................................................. 32 7.3 Project Finance Qualifications (30%) ..................................................... 32 List of Attachments Attachment A — Submittal Requirements Attachment B — Transmittal Letter • Attachment B-1 — Certificate of Authorization • Attachment B-2 — Licenses and Certificates • Attachment B-3 — Required Affidavits Attachment C — Forms • Form C-1 — Reference Project Experience • Form C-2 — Project Finance Experience Table • Form C-3 — Financial Information Summary • Form C-4 — Additional Respondent Team Information Attachment D — Authority Public-Private Partnership Policy Attachment E — Procedures for Alternative Technical Concepts Attachment F — Map of Gilcrease Expressway West 1. INTRODUCTION 1.1 Project Overview The Oklahoma Turnpike Authority (Authority) is soliciting Statements of Qualifications (SOQs) from interested and qualified firms in connection with the construction and financing of the Gilcrease Expressway West Project (Project) pursuant to this Request for Qualifications (RFQ). The Project is located on the west side of the City of Tulsa, Oklahoma. The Project will consist of a fully functional four lane divided, tolled highway, a bridge over the Arkansas River and an additional 21 bridges and interchanges at Interstate 44, W 51st Street S, W 41st Street S, W 21st Street S, and US 412. The Project limits are from W 51st Street in the south to West Edison Street in the north. The approximate length of the Project is five miles. See Attachment F to this RFQ for a map of the location of the Project. The Project was envisioned as part of the original Tulsa region expressway master plan more than 50 years ago, recognizing the need for an expressway to serve west and north Tulsa. Completing this segment of the network between Interstate 44 and US 412 is vital to providing access and connections for businesses and economic activity in the region and to providing a reliever route for growing congestion concerns for travel into downtown Tulsa. After many years of discussion between the Authority, the City of Tulsa, Tulsa County, the Indian Nations Council of Governments, the Oklahoma Department of Transportation (ODOT) and the Federal Highway Administration (FHWA), an innovative partnership has been conceived and the Authority will leverage the substantial work and financial contributions provided by these partners to construct the Project as a toll facility. The Board of Directors of the Authority (Board) determined at its May 22, 2018 meeting to procure the Project under the build-finance (B-F) delivery method, in accordance with Authority’s Board adopted Public-Private Partnership Policy (hereinafter described and included as Attachment D to this RFQ). Notice of the Authority Board determination to pursue the Project using the B-F delivery method was published on June 1, 2018. Under the B-F delivery method, a single entity, the Project Company (defined herein), will be procured on a best value basis and will be responsible to the Authority for the construction of the Project and providing or arranging the interim construction financing to pay a portion of the cost of construction. In parallel with the procurement of the Project, the Authority is seeking financing through the United States Department of Transportation (USDOT) and the Transportation Infrastructure Finance and Innovation Act of 1998 (TIFIA) credit program. It is anticipated that this financing will be in the form of a long-term loan to the Authority secured by Project revenues. 1 The Authority and its Consultant Support Team (defined herein) are in the process of preparing the Technical Requirements (defined herein), including the 100% design for the Project. The Technical
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