- Title
- Owner Advisor Services for Water Quality Master Plan-Phase 1
- Contact
- Email
- cmoses@swbno.org
- Phone
- 504 585 2428
- Address
- 625 St. Joseph St., Rm. 133, New Orleans, LA 70165
- Section
- Procurement Department
- Department
- Non State - Sewerage & Water Board of New Orleans
- Contact Name
- Cashanna Moses
- Excerpt
- REQUEST FOR PROPOSAL
OWNER ADVISOR SERVICES FOR WATER
QUALITY MASTER PLAN PHASE I
Solicitation # 2026-SWB-67
Proposal Due Date: December 11, 2026
Proposal Due Time: 11:00 AM CST
2
Sewerage and Water Board of New Orleans
Request for Proposal
Owner Advisor Services for Water Quality Master Plan Phase I
2026-SWB-67
The Sewerage and Water Board of New Orleans (the “Board” or “SWBNO”) seeks a registered professional
engineering firm licensed to do business in Louisiana to provide Owner Advisor services to assist with delivery of the
Board’s Water Quality Master Plan Phase I project via the Construction Manager at Risk (CMAR) collaborative
delivery method. The firm will be involved with the project from inception through completion and will assist with
procurement, preconstruction and design phase coordination, and project management.
RFP will be available November 2, 2026, for download at the following websites:
SWBNO: https://www2.swbno.org/business_bidspecifications.asp
LAPAC: https://wwwcfprd.doa.louisiana.gov/OSP/LaPAC/dspBid.cfm?search=department&term=181
A mandatory pre-proposal conference for this RFP will be held on November 11, 2026, at 10:00 a.m. CST at the
SWBNO Carrollton Water Plant, 8800 S. Claiborne Ave – Auditorium, New Orleans, LA 70165 or if you are unable
to attend this in-person meeting, you can also join via teleconference call:
Microsoft Teams meeting
Join: https://teams.microsoft.com/meet/2322262979000576?p=Dy5SLzgQEwQ7sH9HSZ
Meeting ID: 232 226 297 900 057 6
Passcode: hm3nJ2aM
Dial in by phone
+1 504-224-8698,,434855512# United States, New Orleans
Phone conference ID: 434 855 512#
At this meeting, staff will discuss the scope of work, proposal requirements and respond to questions from the
attendees.
- Pdf Text
- REQUEST FOR PROPOSAL
OWNER ADVISOR SERVICES FOR WATER
QUALITY MASTER PLAN PHASE I
Solicitation # 2026-SWB-67
Proposal Due Date: December 11, 2026
Proposal Due Time: 11:00 AM CST
2
Sewerage and Water Board of New Orleans
Request for Proposal
Owner Advisor Services for Water Quality Master Plan Phase I
2026-SWB-67
The Sewerage and Water Board of New Orleans (the “Board” or “SWBNO”) seeks a registered professional
engineering firm licensed to do business in Louisiana to provide Owner Advisor services to assist with delivery of the
Board’s Water Quality Master Plan Phase I project via the Construction Manager at Risk (CMAR) collaborative
delivery method. The firm will be involved with the project from inception through completion and will assist with
procurement, preconstruction and design phase coordination, and project management.
RFP will be available November 2, 2026, for download at the following websites:
SWBNO: https://www2.swbno.org/business_bidspecifications.asp
LAPAC: https://wwwcfprd.doa.louisiana.gov/OSP/LaPAC/dspBid.cfm?search=department&term=181
A mandatory pre-proposal conference for this RFP will be held on November 11, 2026, at 10:00 a.m. CST at the
SWBNO Carrollton Water Plant, 8800 S. Claiborne Ave – Auditorium, New Orleans, LA 70165 or if you are unable
to attend this in-person meeting, you can also join via teleconference call:
Microsoft Teams meeting
Join: https://teams.microsoft.com/meet/2322262979000576?p=Dy5SLzgQEwQ7sH9HSZ
Meeting ID: 232 226 297 900 057 6
Passcode: hm3nJ2aM
Dial in by phone
+1 504-224-8698,,434855512# United States, New Orleans
Phone conference ID: 434 855 512#
At this meeting, staff will discuss the scope of work, proposal requirements and respond to questions from the
attendees.
Attendees are required to be on time and stay throughout the meeting. Only vendors who attend this meeting will be
allowed to submit a proposal. Any submission from any firm not represented at this meeting will be rejected.
Inquiries and/or Requests for Clarification are due to Cash K. Moses, on November 13, 2026, no later than 5:00
pm CST via in writing or email to cmoses@swbno.org. All responses will be posted on or before November 18,
2026.
Proposals will be received by the Sewerage and Water Board of New Orleans Procurement Department by December
11, 2026, at 11:00 a.m. CST. For submission instructions, see proposal documents.
LATE PROPOSALS WILL NOT BE ACCEPTED.
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Table of Contents
PART I. ADMINISTRATIVE INFORMATION ........................................................................................................ 5
1.1 Request for Proposals ......................................................................................................................................... 5
1.2 Proposal Preparation........................................................................................................................................... 5
1.3 Point of Contact/ Inquiries/ Requests for Information: ...................................................................................... 5
1.4 Questions and Answers ...................................................................................................................................... 5
1.5 Submission of Proposals .................................................................................................................................... 5
1.6 Changes, Addendum, or Withdrawal of Proposals ............................................................................................ 6
1.7 Prohibition of Communication ........................................................................................................................... 7
1.8 Ownership .......................................................................................................................................................... 7
1.9 Effect .................................................................................................................................................................. 7
1.10 Errors or Omissions ............................................................................................................................................ 7
1.11 Cost of Preparation ............................................................................................................................................. 7
1.12 RFP Schedule Summary ..................................................................................................................................... 7
1.13 Bid Protest Procedures ....................................................................................................................................... 8
1.14 Public Records Request ...................................................................................................................................... 8
PART II. GENERAL INFORMATION ...................................................................................................................... 9
2.1 Overview of the SWBNO..................................................................................................................................... 9
Introduction .............................................................................................................................................................. 9
Objectives ............................................................................................................................................................... 10
2.2 Scope of Work .................................................................................................................................................... 11
All Tasks: Administrative and Project Management ................................................................................................. 11
Task 1.0: Delivery Method Analysis and Selection ................................................................................................... 11
Task 1.1: Procurement ................................................................................................................................................ 12
Task 2: Preconstruction and Design Phase................................................................................................................. 12
Task 3: Construction Phase ........................................................................................................................................ 13
2.3 Task Orders ........................................................................................................................................................ 14
2.4 Contract Terms and Compensation .................................................................................................................... 15
2.5 Payment .............................................................................................................................................................. 15
2.6 Information ......................................................................................................................................................... 15
2.7 Non-Collusion Statement ................................................................................................................................... 15
2.8 Non-Solicitation Statement ................................................................................................................................ 15
2.9 Convicted Felon Statement ................................................................................................................................ 15
2.10 Insurance Requirements ................................................................................................................................... 15
2.11 Right to Audit ..................................................................................................................................................... 17
2.12 Confidential Information .................................................................................................................................... 17
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2.13 Confidentiality Statement ................................................................................................................................... 18
2.14 Subcontractor...................................................................................................................................................... 18
2.15 Living Wage ....................................................................................................................................................... 18
PART III. PROPOSAL EVALUATION AND SELECTION................................................................................. 19
3.1 Selection Committee .......................................................................................................................................... 19
3.2 Technical Evaluation .......................................................................................................................................... 19
3.3 Price Evaluation ................................................................................................................................................. 20
3.4 Shortlist .............................................................................................................................................................. 20
3.5 Best and Final Offer (BAFO) ............................................................................................................................. 21
3.6 Notification ......................................................................................................................................................... 21
PART IV. PROPOSAL SUBMISSION REQUIREMENTS ................................................................................... 22
4.1 TITLE PAGE ..................................................................................................................................................... 22
4.2 TABLE OF CONTENTS ................................................................................................................................... 22
4.3 INTRODUCTION .............................................................................................................................................. 22
4.4 PROPOSER METHODOLOGY/APPROACH ................................................................................................. 22
4.4.1 Project Approach and Plan of Action: ........................................................................................................... 22
4.4.2 Communication, Collaboration, and Stakeholder Engagement: ................................................................... 23
4.4.3 Project Risk Assessment: .............................................................................................................................. 23
4.5 PROPOSER EXPERIENCE/PROJECT TEAM .................................................................................................. 23
4.5.1 Team Composition: ....................................................................................................................................... 23
4.5.2 Responsibilities: ............................................................................................................................................ 24
4.5.3 Relevant Experience: ..................................................................................................................................... 24
4.5.4 Availability: ................................................................................................................................................... 24
4.6 PROJECT SAMPLES .......................................................................................................................................... 24
4.6.1 Project Information:....................................................................................................................................... 24
4.6.2 Demonstration of Successful Outcomes: ....................................................................................................... 24
4.6.3 Challenges and Solutions:.............................................................................................................................. 24
4.6.4 References: .................................................................................................................................................... 24
4.7 ECONOMICALLY DISADVANTAGED BUSINESS ENTERPRISE (DBE) ................................................ 25
4.8 COST PROPOSAL - SUBMITTED SEPARATELY ........................................................................................ 26
REQUIRED ATTACHMENTS ................................................................................................................................. 27
ATTACHMENT ........................................................................................................................................................... 28
COVER SHEET ......................................................................................................................................................... 28
5
PART I. ADMINISTRATIVE INFORMATION
1.1 Request for Proposals
The Sewerage and Water Board of New Orleans (the “Board” or “SWBNO”) seeks a registered professional
engineering firm licensed to do business in Louisiana to provide Owner Advisor services to assist with delivery of the
Board’s Water Quality Master Plan Phase I project via the Construction Manager at Risk (CMAR) collaborative
delivery method. The firm will be involved with the project from inception through completion and will assist with
procurement, preconstruction and design phase coordination, and project management. The selected firm may also be
requested to assist with Phases II and III of the Water Quality Master Plan, at the discretion of the Board. The
successful firm will be expected to meet the requirements addressed in this RFP.
Submitted personnel with Professional Engineering (PE) licenses from another state will be allowed. However,
reciprocity must be applied for and granted by the Louisiana Engineering and Professional Land Surveyors Board
within six (6) months of contract execution.
1.2 Proposal Preparation
Proposals submitted for consideration should follow the format and order of presentation provided in Part IV - Proposal
Submission Requirements.
1.3 Point of Contact/ Inquiries/ Requests for Information:
All correspondence and other communications regarding this RFP shall be directed to Cash K. Moses, Procurement
Director, Sewerage and Water Board of New Orleans, 625 St. Joseph Street, Room 133, New Orleans, Louisiana
70165, 504-585-2428, cmoses@swbno.org.
Inquiries and/or Requests for Information are due to the Board’s Procurement Department via email to
cmoses@swbno.org no later than timeline stated in the Anticipated Proposal Timetable. Any request received after
that time may not be reviewed for inclusion in this RFP. The request shall contain the requester’s name, address, and
telephone number.
The Procurement Department will issue a response to any inquiry if it deems it necessary, by written addendum to the
RFP, posted on Board’s website, and issued prior to the RFP’s Delivery Deadline. The Respondents shall not rely on
any representation, statement or explanation other than those made in this RFP or in any addenda issued. Where there
appears to be a conflict between this RFP and any addendum issued, the last addendum issued will prevail.
1.4 Questions and Answers
Inquiries and/or Requests for Clarification are due to Cashanna K. Moses, on November 13, 2026, no later than
5:00 pm CST via in writing or email to cmoses@swbno.org. All responses will be posted on or before November
18, 2026. Do not contact other SWBNO program personnel with questions regarding this RFP.
The Procurement Department will issue a response to any inquiry if it deems it necessary, by written addendum to the
RFP, posted on SWBNO’s website, and issued prior to the RFP’s Delivery Deadline. The Proposers shall not rely on
any representation, statement or explanation other than those made in this RFP or in any addenda issued. Where there
appears to be a conflict between this RFP and any addendum issued, the last addendum issued will prevail.
1.5 Submission of Proposals
Proposers who are interested in providing services requested under this RFP can submit a proposal via email.
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Ways to submit a response:
Electronic Submission:
(1) Digitally signed technical proposal and (1) digitally signed cost proposal in searchable PDF format to
bids@swbno.org
Subject Line: 2026-SWB-67 – Owner Advisor Services for Water Quality Master Plan Phase I –
[Proposer Name]”.
If the file size of the email submission exceeds server requirements, the email submission may be broken into
smaller emails with “Part 1 of #” included at the end of each original Subject Line (e.g. RFP# marked “2026-
SWB-67 – Owner Advisor Services for Water Quality Master Plan Phase I – [Proposer Name] – Part 1 of
3)”.
Email: If the Proposer intends to submit the response by email, the date and time of the email received by the
Procurement Dept. constitutes the time stamp of receipt. The date and time of the email sent by Vendor does NOT
constitute a proof of receipt. The Procurement Dept. encourages Vendors to confirm that the response was received
timely.
Board assumes no liability for assuring accurate/complete e-mail transmission and receipt. The responsibility solely
lies with each Proposer to ensure their proposal is received at the specified email address prior to the deadline for
submission. Proposals received after the deadline, corrupted files, and incomplete submissions (e.g. Part 1 and Part 2
of 3 are received, but Part 3 is not) will not be considered.
Fax submission will not be acceptable. Proposers e-mailing their proposals should allow sufficient time to ensure
receipt of their proposal by the time specified.
Proposers must complete all required attachments and submit along with proposal submission. Failure to complete
and submit the required documents and attachments may result in your proposal being deemed non-responsive.
Proposals should clearly demonstrate the Proposer’s qualifications to perform the needed services and attend all
factors applicable in a professional relationship.
All proposals must be received by Board on or before the Delivery Deadline. Proposals delivered after the said
deadline will not be accepted.
1.6 Changes, Addendum, or Withdrawal of Proposals
Any changes or addenda to a proposal must be submitted in writing, signed by an authorized representative of the
proposer, cross-referenced clearly to the relevant proposal section, and received by SWBNO prior to the proposal
due date and time. All changes and addenda must meet all requirements for the proposal. Any proposer choosing to
withdraw its proposal must submit a written withdrawal request to SWBNO prior to the proposal due date and time.
The Board reserves the right to reject any and all responses to the RFP (with reasonable explanation) and/or to waive
any informalities in evaluating the RFP responses if it deems this to be in the best interest of the Board, its customers,
and the general public. The Board reserves the right to qualify Proposers as it deems in its best interest.
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1.7 Prohibition of Communication
From the time of advertising, and until the final award, there is a prohibition on communication by Respondents (or
anyone on their behalf) with Board’s staff, Selection Committee members and elected officials. This does not apply to
oral presentations before selection committees, contract negotiations, or communications at any time with any Board
employee or elected official regarding matters not concerning this RFP. Breaking the established prohibition on
communication may result in a disqualification of the proposal.
1.8 Ownership
All Responses, including any submitted documents, to this RFP or any resulting solicitation are the property of the
Board for all purposes. Respondents must clearly mark individual documents or information that the applicant claims
are exempt from public record disclosure and specifically justify the exemption. The Board does not guarantee the
confidentiality of submissions.
1.9 Effect
This RFP and any related discussions, evaluations, qualifications, or resulting solicitations by the Board or any person
on its behalf create no rights or obligations whatsoever except as provided in this RFP. The Board may cancel or
modify this RFP or any resulting solicitation at any time at will, with or without notice. Anything to the contrary
notwithstanding, any professional services agreement executed by the Board will be issued the exclusive statement of
rights and obligations extending from this solicitation.
1.10 Errors or Omissions
The Board will not be liable for any error in any proposal. Respondent will not be allowed to alter proposal documents
after the deadline for proposal submission, except under the following condition: The Board reserves the right to make
corrections or clarifications due to patent errors identified in proposals by the Board or the Respondent. The Board, at
its option, has the right to require clarification or additional information from the Respondent.
1.11 Cost of Preparation
The Board is not liable for any costs incurred by prospective Respondents or Contractors prior to issuance of or entering
into a Contract. Costs associated with developing the proposal, preparing for oral presentations, and any other expenses
incurred by the Respondent in responding to the RFP are entirely the responsibility of the Respondent, and shall not be
reimbursed in any manner by the Board.
1.12 RFP Schedule Summary
The events and dates summarized in Table 1 represent milestones in SWBNO’s RFP process; however,
SWBNO reserves the right to deviate from this schedule.
8
Table 1. Anticipated RFP Schedule Summary
Event Date Local Time
RFP Release November 2, 2026
Mandatory Pre-Proposal Meeting November 11, 2026 10:00 a.m.
Written questions November 13, 2026 5:00 p.m.
Responses to questions/clarification November 18, 2026
Proposal due date and time December 11, 2026 11:00 a.m.
1.13 Bid Protest Procedures
Any formal protest against the recommendation of award which is to be made by an aggrieved Proposer must be
submitted in writing to the Procurement Director, Cashanna K Moses at cmoses@swbno.org according to Sewerage
and Water Board of New Orleans Policy 83(R): Procedural Rules for Bid Appeals.
1.14 Public Records Request
To request a public record for the proposal documents, please submit to the following website:
https://swbno.nextrequest.com/
PART II. GENERAL INFORMATION
Sewerage and Water Board of New Orleans
Request for Proposals
Owner Advisor Services for Water Quality Master Plan Phase I
2026-SWB-67
2.1 Overview of the SWBNO
The SWBNO operates and maintains infrastructure throughout Orleans Parish to provide safe drinking water to
support fire protection and the public health of all residents, improve sewerage collection services to support
public safety and sanitation, and more effectively collect and convey stormwater out of the City of New Orleans
to reduce the risk from flood events. The SWBNO remains diligent in improving public safety for the citizens of
New Orleans continuously at a reasonable cost to the community.
Introduction
The Board is seeking an experienced Owner Advisor ("OA") to serve as an extension of the Board's staff
to provide technical, procurement, scheduling, risk management, and project oversight services for
implementation of the Water Quality Master Plan Phase I project utilizing the Construction Manager at
Risk (CMAR) project delivery method. The work will be awarded through a series of task orders outlined
in Section 2.2 – Scope of Work. Though only Task 1 services will be initially awarded under this RFP,
the selected Owner Advisor may be asked to provide services from project initiation through final
completion, including support during procurement of the CMAR, preconstruction, design coordination,
Guaranteed Maximum Price (GMP) development, construction, commissioning, and warranty periods.
The Board recently finalized a Water Quality Master Plan (WQMP) outlining the next 30 years of
improvements to the Board’s water treatment infrastructure including a full rework of the Carrollton
Water Plant (CWP). The CWP rework is to be completed in three phases, with Phase I comprising
replacement of the pretreatment basins at CWP with new plate settler pretreatment basins (240-mgd total
capacity) including all associated utilities and site work, process integration, startup, commissioning, and
phased transition of operations while maintaining continuous water production throughout construction.
Construction of the new pretreatment basins may require demolition and relocation of a number of
ancillary buildings at CWP, and the selected Owner Advisor will be involved in the creation of phasing
plans for the associated projects, including evaluation of potential sites for both the Phase I improvements
and the relocated facilities. Continuous maintenance of water service during construction and transition
to the new pretreatment basins will be critical as CWP provides service to the entire East Bank of the
City of New Orleans. Project schedule will also be a critical factor as the existing pretreatment basins are
rapidly nearing the end of their useful life. The OA may be asked to assist with coordination and design
of smaller projects to maintain operation of the CWP and specifically the existing pretreatment basins
while the Phase I work is in progress. The preliminary construction cost estimate for Phase I is
approximately $400 million. Additional information on all three phases of the water plant rework can be
found in Appendix O of the WQMP (attached).
The Board has not previously used collaborative delivery methods such as CMAR and will require
support from the selected Owner Advisor to assist with education and outreach among Board staff,
updating Board policies and procedures as necessary for the CMAR process, and assistance with
management and execution of the project. This effort will include assisting with updates to the Board’s
10
standard procurement documents and contracts to reflect the unique aspects of CMAR project delivery,
in accordance with all relevant requirements of Louisiana public bid law. Close coordination with the
Board’s Procurement and Legal departments will be required for this effort.
Only Task 1 will be initially awarded under this RFP. Subject to the Task 1 Owner Advisor’s
performance, the need for services, and funding availability, the Board may, but shall not be obligated
to, award services for the remaining tasks via an amendment to the contract from this RFP or through a
new RFP process. Ideally, the Owner Advisor selected for Task 1 services would also be selected as the
OA for Task 2 & 3 services; however, the Board does not guarantee any such award of subsequent
services at this time.
To minimize the potential for a conflict of interest or an unfair competitive advantage, the selected Firm
and all of its sub-consultants shall be prohibited from participating in the future design solicitations that
will be issued in association with the Water Quality Master Plan Phase I project except in their capacity
as provided in this RFP and associated documents. The Firm shall require each of its employees, agents,
sub-consultants and suppliers to be bound by the requirements of this Section.
The Owner Advisor shall act solely in the interest of SWBNO and shall maintain independence from any
CMAR firm, designer, equipment vendor, or construction subcontractor competing for or participating
in the Project.
The following Scope of Work outlines the tasks and deliverables required of the Owner Advisor.
Objectives
• Assist with management of the Phase I project utilizing the CMAR project delivery method from
procurement through project completion.
• Engage in education and outreach among various stakeholders within and outside of the Board to
generate buy-in to the CMAR process.
• Work with Board staff to update Procurement methods and contract documents as needed to
accommodate CMAR project delivery, in accordance with all relevant state statutes and funding
requirements.
• Assist with development of procurement documents for the Phase I project and selection of the
designer and CMAR.
• Offer guidance/expertise on major design challenges and decisions, including phasing and
location of the proposed facilities.
• Successfully mediate disputes between the Owner, designer, and CMAR during the
preconstruction phase through construction and project completion.
• Verify construction cost models and assist with development and validation of the GMP.
• Provide potential design work for 5-Year CIP Projects as requested by Owner to maintain
operation of the existing water treatment plant through completion of the major
rehabilitation/replacement work included in WQMP.
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2.2 Scope of Work
The work to be performed by the Consultant will be authorized, at the sole discretion of the Board,
through the issuance of Task Orders. The Board reserves the exclusive right to choose and subsequently
control the nature, extent, and timing of each Consultant work assignment depending upon the overall
project schedule, funding availability, Consultant qualifications, performance, and other factors as
determined by the Board.
All Tasks: Administrative and Project Management
Owner Advisor’s scope for project management for all phases is generally described below:
Project Schedule. Owner Advisor shall submit an initial master project schedule with the critical
milestones for the major tasks involved in the project. The schedule shall include all elements through
commissioning. The schedule shall be updated by coordinating with the collaborative delivery entities
and submitted monthly.
Meetings. Owner Advisor and the Board shall meet to coordinate the work throughout the project. In
addition to internal coordination meetings, the Owner Advisor shall perform a project kickoff meeting,
meetings with outside stakeholders, and a workshop on the CMAR collaborative delivery process for
Board staff. Owner Advisor shall prepare agenda and minutes.
Monthly Project Status Report. Owner Advisor shall submit a project status report to the Board with
its invoice monthly to provide an accurate accounting of work effort rendered by Owner Advisor and
continuous appraisal and monitoring of both work progress and budget conditions.
Submittals. Owner Advisor may perform routine and final check prior to sending any submittal to
Board, to ensure accuracy, conformance, and integrity of all documents. Owner Advisor may perform
quality assurance/quality control checks on all submittals made to Board.
Task 1.0: Delivery Method Analysis and Selection
The purposes of Delivery Method Analysis and Selection Phase are to evaluate a project’s objectives
and desired outcomes and then to align those objectives and outcomes to the best available delivery
method. For the Board’s purposes relative to this project, this will involve making a final determination
of whether to use design-bid-build or CMAR to complete the Phase I project, evaluating location
alternatives and creating phasing plans for construction of the new pretreatment basins, assisting with
design and/or coordination of any other ancillary work required to maintain operation of the plant as the
project progresses, and determining the best strategy to prosecute the work as work packages or by other
means. In evaluating whether to use design-bid-build or CMAR, the Board’s internal capabilities,
procurement policies and applicable statutes must be considered. In addition, a preliminary risk
assessment is essential to understand the potential benefits of equitable risk transfer should a design-
build method be considered.
An informal or formal delivery method analysis process may be used. In any case, the Owner Advisor
should provide some range of these services to identify the optimal procurement method for the project.
These will include, but are not limited to, the following items for this task:
• Evaluate best delivery method and bid packaging
• Research market for potential bidders
• Evaluate operation and maintenance criteria
• Determine preliminary risk transfer and performance criteria
• Develop project risk assessment
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• Determine required design documents for the procurement
• Coordinate design work already performed by others
• Coordinate pilot testing work by others
• Coordinate geotechnical and other site investigation work by others
• Identify project permitting requirements
• Develop preliminary cost estimates
• Provide a summary report documenting the delivery method selection methodology and
recommended decision
• Develop design and procurement plan
Task 1.1: Procurement
The purposes of Procurement Phase are to: define and determine the Board’s project goals and needs;
prepare solicitation packages for selecting collaborative delivery entities with the capability to design,
construct, and integrate the treatment processes into the existing treatment plant; and assist with
selection of the collaborative delivery entities.
The Board will provide all available pertinent records to the Owner Advisor; it shall be the responsibility
of the Owner Advisor to obtain by their own means any additional information that is necessary for the
project but not possessed by the Board, in order to complete the solicitation packages for the project.
Owner Advisor scope shall include, but not be limited to:
• Assist in defining project objectives, priorities, constraints, and the creation of evaluation criteria.
• Confirm what is allowed under statute and/or other applicable policies.
• Develop necessary policy and procedure changes to accommodate CMAR Procurement, including
updates to the Board’s standard procurement documents and contract language.
• Review and become familiar with the site, review record drawings, and data collection.
• Develop requirements and/or criteria for design standards, construction performance, and treatment
process performance; and develop an implementation process to ensure these requirements and/or
criteria are met.
• Develop and prepare solicitation packages (RFQ/RFP) including specifications and plans to select
the appropriate collaborative delivery entities.
• Assist with the procurement process and collaborative delivery entity selection process, including:
o Coordinate and conduct meetings as needed
o Conduct pre-proposal meetings
o Coordinate all questions for the RFQ and RFP
o Develop bid addendums
o Review and facilitate the evaluation of RFQ and RFP
o Support negotiations with selected collaborative delivery entities
• Assist with and provide a detailed project scope for any funding applications to the appropriate local,
state, or federal funding authority, e.g. SRF or WIFIA.
• Provide contract negotiation support to optimize opportunity for the Board to select the best form of
contract, and the collaborative delivery entity with the best proposal that is within budget.
• Develop project organizational structure that defines the roles of the Board, Owner Advisor, and the
collaborative delivery entities.
Task 2: Preconstruction and Design Phase
The Preconstruction and Design Phase Owner Advisor scope shall include, but not be limited to,
support for the full design, permit preparation, cost estimating, and planning for the construction and
commissioning of the new facilities by the collaborative delivery entities. The Owner Advisor shall:
13
• Attend progress meetings.
• Coordinate and conduct additional meetings with the Board as needed.
• Coordinate and attend meetings with regulators and the collaborative delivery entities as needed.
• Provide third-party validation of the collaborative delivery firm’s cost estimates and manage cost
negotiations. Cost negotiations shall include providing independent engineering project cost
estimates, evaluating and validating CMAR cost proposals, and assisting the Board in the
negotiations of the Contract Price.
• Assist the Board with evaluation of different design options and risk.
• Provide resources to ensure completion of the design is on schedule and on budget.
• Facilitate updates to risk documentation and provide third-party confirmation of the collaborative
delivery firm’s risk identification, mitigation, and cost estimates.
• Support the Board in review of design deliverables and estimates at agreed-upon milestones and
facilitate tracking of scope evolution so that the design and cost estimate are in sync.
• Develop and facilitate a process to assist the Board in obtaining a Contract Price implemented either
as a Guaranteed Maximum Price (“GMP”) or Lump Sum “LS” for the construction of the project at
the earliest point feasible. Support the review and ultimate acceptance of the collaborative delivery
firm’s Contract Price proposal, including:
o Review and validation of the cost estimate, including contingency
o Review of the collaborative delivery firm’s construction and related project execution plans
o Review of final performance criteria and related commissioning, start-up, and Acceptance
test plans
Task 3: Construction Phase
The Construction Phase Owner Advisor scope shall include, but not be limited to, support for final
permitting, construction, and commissioning of the project facilities, whereby the project shall be
satisfactorily commissioned, tested, permitted, and operations staff trained prior to project closeout.
The Owner Advisor shall work closely with the Board and the collaborative delivery entities to ensure
that the Board is getting the best value, to ensure that the final design, construction, and commissioning
of the new facilities are completed in a timely manner, and to ensure that construction and
commissioning sequencing are capable of keeping the existing facilities in operation at all times.
The Owner Advisor shall guide the Board through the Construction Phase using a collaborative
approach between the Board and the collaborative delivery entities. The Owner Advisor shall provide
advice and guidance to assist the Board in coordination and resolution of project, permitting,
environmental, and technical issues to accomplish efficient delivery of this phase.
Construction Phase duties of the Owner Advisor shall include:
• Attend progress meetings.
• Coordinate and conduct additional meetings with the Board as needed.
• Coordinate and attend meetings with any regulatory agencies and the collaborative delivery entities
as needed.
• Coordinate with the collaborative delivery entities on any required permit application that may be
needed during this phase to ensure permit approval is granted in a timely manner.
• Coordinate with the collaborative delivery entities any public outreach as required for the permitting
process.
• Review and evaluate the operational impacts to the existing plant operations throughout the design,
construction, and commissioning process.
14
• Provide technical review and response to materials submitted by the collaborative delivery entities
and prepare review summary reports. Technical review shall also include dispute resolution and
change orders.
• Review and comment on the final commissioning plan, assist the Board during the acceptance
testing activities, and provide monitoring for the acceptance testing activities.
• Evaluate integration/commissioning phase sequencing during integration/commissioning of new
treatment process facilities into the existing treatment process to ensure
- Segment
- 81000000
- Enriched
- Yes
- Open Date
- 12/11/2026 11:00:00 AM CT
- Bid Number
- 123460-2026-SWB-67
- Date Issued
- 11/02/2026
- Categorized By
- llm
Non State - Sewerage & Water Board of New OrleansIssuing agency·Baton Rouge, LA·via the Louisiana Office of State Procurement