Centre Block Rehabilitation—Integrated project/lean design and construction consultant

Fairness monitor final report, November 30, 2016

Addendum to final report, May 20, 2017

Submitted to Director, Fairness Monitoring Program

Submitted by PPI Consulting Limited

On this page

1. Introduction

PPI Consulting Limited (PPI) was engaged as a Fairness Monitor (FM) on March 9, 2015 to observe the procurement process related to the Centre Block Rehabilitation initiative. This report relates to the request for proposals (RFP) process to select an integrated project delivery (IPD) lean design and construction consultant.

The RFP was issued by Public Services and Procurement Canada (PSPC) on July 19, 2016, as solicitation # EP760-162442/A. PPI Consulting Limited is an independent third party with respect to this activity.

We reviewed all of the information provided and observed all relevant activities.

We hereby submit our final report covering the activities of the FM up to the completion of the evaluation process and identification of the preferred proponent.  This report includes our attestation of assurance, a summary of the scope and objectives of our assignment, and relevant observations from the activities undertaken.

2. Attestation of assurance

It is our professional opinion that the process related to the Request for Proposals for an IPD lean design and construction consultant for the Centre Block Rehabilitation Project, that we observed, was carried out in a fair, open and transparent manner.

Original signed by
John Davis, CEO, PPI Consulting Limited

Original signed by
Ian Brennan, CSCMP, FM Team Leader

Original signed by
Mairi Curran, FM specialist

3. Project requirement

PSPC has initiated a multi-phase procurement process for the Centre Block Rehabilitation project located at 111 Wellington Street, Ottawa, Ontario.

The Centre Block is the core building within the Parliament Hill complex, occupying a central position between the East Block, the West Block, the Library of Parliament and the emerging Visitor Welcome Centre. It is at the very heart of Canada's political and cultural landscape and contains many overlapping identities including as a place of governance, a forum for public engagement, a place of pilgrimage, a setting for national rituals and celebrations, and as a monument to Canadian achievements and sacrifices.

Both the Centre Block and adjoining Peace Tower require significant rehabilitation in the very near-term as many of its major systems and components will be at risk of critical failure by 2019, with total failure predicted by 2025. The Centre Block Rehabilitation is a complex, multi-faceted project comprising a series of sub-projects; all of which are interconnected and dependent upon each other.

A comprehensive, efficient and fully integrated project delivery (IPD) framework that is adaptable to ever-changing conditions and designed to synchronize all aspects of the design and construction throughout the life of the project (approximately eight to 12 years), is essential to the project’s ultimate success.

PSPC issued a request for proposals to contract the services of an IPD lean design and construction consultant to design, implement and monitor a purpose-built project delivery model, which combines the principles of lean design & construction and IPD with construction manager (CM) delivery, in support of the Centre Block Rehabilitation project.

4. Fairness monitor engagement and observations

PPI Consulting Limited was engaged as a FM to observe the procurement process related to PSPC’s selection of an IPD lean design and construction consultant and to attest to the fairness, openness and transparency of this monitored activity.

In accordance with the terms of our engagement, we familiarized ourselves with the relevant draft documents, observed activities up to the end of the evaluation phase, identified fairness-related matters to the Contracting Authority and ensured that responses and actions were reasonable and appropriate.

The following is a summary of the FM’s activities over the course of the engagement and related observations.

5. Request for proposals process

5.1 Activity monitored

5.1.1 Documents reviewed

During the RFP phase, the FM specialist was provided with the following documents for review:

5.1.2 Bid open period

The Request for Proposals for an IPD lean design and construction consultant was issued on July 19, 2016, as Solicitation # EP760-162442/A with an original closing date of August 29, 2016. During the Bid Open Period six amendments were posted on the open bidding system responding to eight questions from industry. In amendment 06, dated September 12, 2016, the closing date was extended to September 23, 2016.

Two responses were received by the submission closing date and time.

5.1.3 Technical proposal

The FM attended the evaluator briefing and distribution of evaluation documents. The evaluation team was briefed on all issues related to conducting the evaluation in accordance with the stipulated selection process, including roles and responsibilities, confidentiality, document control, evaluator conduct, independent assessment, consensus process, schedule, and an explanation of clarification versus bid repair.

The following process was undertaken to evaluate the proposal:

The FM witnessed the consensus sessions on October 17, 2016 and confirms that the process was conducted appropriately in accordance with the process established in the RFP and in a fair, open and transparent manner.

5.1.4 Case scenario/presentation

The two proponents were contacted and invited to participate in the case scenario/presentation stage. Prior to its case scenario/presentation date, one of the two proponents contacted the PSPC contract authority and advised that they had decided not to participate. As there was no minimum threshold score required for the technical proposal nor the case scenario/presentation the only impact on this proponent was to receive a zero score for the case scenario/presentation stage.

One proponent attended the case scenario/presentation on November 7, 2016. The following process was undertaken:

The FM witnessed the consensus sessions and confirms that the case scenario/presentation process was conducted appropriately in accordance with the process established in the RFP and in a fair, open and transparent manner.

5.1.5 Price proposal

The PSPC contracting authority reviewed the price proposals and calculated the scores for both Proponents’ price proposals. The price proposals and score calculations were reviewed with the FM.

Both price proposals were complete and complied with the requirements of the RFP.

5.1.6 Identification of preferred proponent

The PSPC contracting authority combined each proponent’s scores from the technical proposal, case scenario / presentation and price proposal and the highest scoring proponent was identified as the “preferred proponent’ with whom PSPC would seek to enter into a contract for the integrated project delivery (IPD) lean design and construction consultant services.

5.2 Fairness monitor specialist observations

Any requests for clarification by potential respondents during the bid clarification process were addressed by the PSPC contracting authority and issued as amendments. The same information was provided to all participants.

Any observations or request for clarification made by the FM specialist were addressed by the PSPC contracting authority. The PSPC contracting authority was responsive in providing clarification when requested by the FM specialist.

The contracting authority was diligent in ensuring that proponents were treated fairly, openly and consistently and had equal opportunity throughout the multiple stages of the procurement.

6. Reference documents

Documents pertaining to the Request for Proposals process to select an IPD lean design construction consultant for the Centre Block Rehabilitation Project (Solicitation # EP760-162442/A) can be found on BuyandSell.gc.ca.

7. Addendum to final report, May 20, 2017

Addendum to the fairness final report dated November 30, 2016, for fairness monitoring services to observe the procurement process related to the Centre Block Rehabilitation initiative for an Integrated Project Delivery Lean Design and Construction Consultant.

This Addendum to the Fairness Monitor Final Report covers the period following the conclusion of the evaluation phase including contract award and the debriefing process.

The contract was awarded on November 30, 2016. A debriefing with the unsuccessful proponent was conducted on December 15, 2016. Only two proposals had been received.

It is our professional opinion that the procurement to select an integrated project delivery lean design and construction consultant that we observed was carried out in a fair, open and transparent manner.

Original signed by
John Davis, CEO, PPI Consulting Limited

Original signed by
Ian Brennan, CSCMP, FM Team Leader

Original signed by
Mairi Curran, FM specialist

Date modified: