1-RFPDOC 6000001848.docx

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REQUEST FOR PROPOSAL

PERFORMANCE OF EXPERT PROFESSIONAL CLIMATE RESILIENCE AND SUSTAINABLE DESIGN SERVICES ON A “TASK ORDER BASIS” FOR A FOUR-YEAR TERM

RFP# 6000001848

PROPOSAL SUBMISSION TEMPLATE

I. BACKGROUND

The Port Authority of New York and New Jersey (the “Authority” or “Port Authority”) Task Order Program (the “Program”) is initiated through an initial Request for Proposal (RFP) solicitation in order to be considered for the performance of expert professional services as requested on a “task-order” basis defined in general terms. Once the Agreement is awarded to appropriately qualified firms, performance of specific services will be solicited via future task order RFP requests.

II. INSTRUCTIONS

The Authority is seeking Proposals from firms in response to the subject RFP for the performance of expert professional resilience and sustainable design services as requested on a “task-order” basis in either or both of the following two subsets A) Climate Resilience; B) Sustainable Design. Agreements will be issued for a four-year term.

The scope of services to be performed by you are set forth in Attachment A to the Authority’s standard agreement (the “Agreement”) included herewith. You should carefully review this Agreement as it is the form of agreement that the Authority intends that you sign in the event of acceptance of your Proposal and forms the basis for the submission of Proposals. At its discretion, the Authority may retain multiple firms for performance of the subject services.

The Proposer must use this Proposal Template and Proposal forms. We have provided the Proposal Template and Proposal forms to Proposers as Microsoft Word format editable files. Proposers are permitted to add lines or rows to tables in the Proposal forms where this is indicated but must make no other material change to the Proposal Template or Proposal forms. We have not included page limits in the Proposal Template, but in providing responses to questions, the Proposer should use the space allocated in the Proposal Template and be mindful of the length the Proposer’s response to the question asked.

All questions should be directed in writing via email to the Solicitation Manager, Nicole Kuruszko, nkuruszko@panynj.gov For purposes of Proposal presentation, the Proposer should separate each section of the Proposal by using a numbered tab, as shown in the table below.

III. PRE-PROPOSAL MEETING

A virtual Pre-Proposal Meeting is scheduled on November 28, 2023 at 10:00 A.M. Eastern Time (ET). On November 28, 2023, please use the below link to access the meeting. If you have any issues connecting, please email Nicole Kuruszko at nkuruszko@panynj.gov

Event address for attendees:

Click here to join the meeting

IV. PROPOSER REQUIREMENTS:

Only proposals from firms that can demonstrate compliance with the following requirements shall be considered:

A. Climate Resilience

1. Proposer must demonstrate a minimum of three (3) projects, within the last seven (7) years of similar type work as contemplated under the requested services in Attachment A, for large commercial and transportation facilities such as buildings, bridges, tunnels, airports, ports, roadways and railways.

2. The firm must have at least one (1) individual on staff who demonstrates a least five (5) years of experience as a core contributor to climate risk-related assessments of physical infrastructure and/or the engineering design of risk mitigation measures.

B. Sustainable Design

1. Proposer must demonstrate a minimum of three (3) projects, within the last seven (7) years of similar type work as contemplated under the requested services in Attachment A, for large commercial and transportation facilities such as buildings, bridges, tunnels, airports, ports, roadways and railways.

2. The firm must have at least one (1) individual on staff who is an active LEED AP with BD+C specialty with at least five (5) years of demonstrated LEED experience and/or at least one (1) individual on staff who is an active ENV SP with at least five (5) years of demonstrated Envision experience.

3. The proposer must have led or played a core role in at least three (3) successful non-residential LEED certifications and/or Envision verifications (may be combined).

A determination that a Proposer meets the forgoing requirement(s) is no assurance that the Proposer will be selected for performance of the subject services. Firms that do not meet these requirements shall not be considered.

V. INSTRUCTIONS AND ADDITIONAL INFORMATION:

Tab

(Attachment A) Attached Herewith

· Attachment A – Scope of Services

· Attachment B – Agreement on Terms of Discussion

(Attachment C) Proposer must include a completed

· Attachment C – Company Profile

The Authority will consider only those firms who are able to demonstrate compliance with the proposer requirements stated in Section III, Proposer Requirements.

Joint venture partnerships shall not be considered.

· Attachment D – Staff Qualifications and Experience Licenses and Certificates – The Proposer must also provide in this section copies of all applicable licenses and certificates of all full-time engineering and technical personnel (including subconsultants, if any) who will be assigned to perform the requested services.

· Attachment E – Project Experience of the Firm (including Subconsultants, if any)

(Attachment F)

The Port Authority has set a goal of twenty percent (20%) participation by qualified and Port Authority certified Minority Business Enterprises (MBEs) and ten percent (10%) for qualified and Port Authority certified Women-owned Business Enterprises (WBEs) on technical service projects for a total combined MWBE goal of thirty percent (30%), and three percent (3%) of the total contract price for Port Authority certified Service-disabled Veteran-owned Business Enterprises (SDVOBs) or SDVOBs certified in the State of New York.

The Proposer must include their MBE/WBE/SDVOBs Participation Plan, being proposed, by completing the below form:

· Attachment F – MBE/WBE/SDVOB Participation Plan

Salary Schedule – Proposer must include the name(s), title(s) and hourly rate(s) that would be in effect at the start of the Agreement term for all professional and technical personnel of the Prime firm who will be assigned to perform any services requested by completing the below form:

· Attachment G – Salary Schedule

(Statement) If the Proposer or any employee, agent or subcontractor/subconsultant of the Proposer may have or may give the appearance of a possible conflict of interest, the Proposer shall include in its Proposal a Conflict of Interest Statement indicating the nature of the conflict and a proposed Mitigation Plan. The Port Authority reserves the right to disqualify the Proposer if, in its sole discretion, any interest disclosed from any source could create, or give the appearance of, a conflict of interest. The Port Authority reserves the right to disqualify the Proposer if, in its sole discretion, it is not possible to mitigate the conflict of interest, with respect to any conflict disclosed from any source. The Port Authority's determination regarding any question(s) of conflict of interest shall be final.

ADDITIONAL INFORMATION

Proposers must register and create a free Bonfire account at the provided link in order to log in and download the referenced solicitation and associated information, and in order to upload proposal submissions. Registration on the Bonfire platform requires a registration that is separate and distinct from all other Authority software platforms.

The Authority shall accept only those proposals in electronic format for which the submission or modification is completed at the time of the Proposal Due Date. Proposal submissions will be accepted by upload only, at https://panynj.bonfirehub.com/portal/?tab=login and must be uploaded and received by the Authority no later than 2:00 P.M. Eastern Time (ET) on December 15, 2023. Emailed submissions, hand deliveries and mailed deliveries (e.g., UPS, USPS) will not be accepted.

Proposal submissions must be uploaded, submitted, and finalized prior to the Proposal Due Date. Proposers are strongly urged to allow sufficient time of at least one (1) day prior to the Proposal Due Date to begin the uploading process and finalizing the Proposal submission. Proposers will receive an email confirmation receipt with a unique confirmation number once a proposal submission is finalized.

Proposers will be permitted to submit modifications to Proposals or withdraw previously submitted Proposals electronically up to, but not after, the time of the Proposal Due Date.

After consideration of these factors, the Port Authority may enter into negotiations with the firm(s) deemed best qualified in terms of the foregoing factors to perform the required services.

The distribution process does not represent a contractual or other obligation on the part of the Port Authority and does not preclude the Port Authority from distributing task orders in a manner, which in its judgment will, under all circumstances, best serve the public interest.

Lillian D. Valenti Chief Procurement Officer

4 World Trade Center l 150 Greenwich Street, 21st floor l New York, NY 10007

1399817

REQUEST FOR PROPOSAL

PERFORMANCE OF EXPERT PROFESSIONAL CLIMATE RESILIENCE AND SUSTAINABLE DESIGN SERVICES ON A “TASK ORDER BASIS” DURING A FOUR-YEAR TERM

RFP#6000001848

[PROPOSAL DUE date]

[PROPOSER NAME]

agreement on terms of DISCUSSION (attachment B)

Agreement on Terms of Discussion (Attachment B) Proposer must include a completed and signed Attachment B form.

ATTACHMENT B - CLIMATE RESILIENCE AND SUSTAINABLE DESIGN SERVICES ON A “TASK ORDER BASIS” DURING A FOUR-YEAR TERM

AGREEMENT ON TERMS OF DISCUSSION

The Port Authority’s receipt or discussion of any information (including information contained in any proposal, vendor qualification(s), ideas, models, drawings, or other material communicated or exhibited by us or on our behalf) shall not impose any obligations whatsoever on the Port Authority or entitle us to any compensation therefor (except to the extent specifically provided in such written agreement, if any, as may be entered into between the Port Authority and us). Any such information given to the Port Authority before, with or after this Agreement on Terms of Discussion (“Agreement”), either orally or in writing, is not given in confidence. Such information may be used, or disclosed to others, for any purpose at any time without obligation or compensation and without liability of any kind whatsoever. Any statement which is inconsistent with this Agreement, whether made as part of or in connection with this Agreement, shall be void and of no effect. This Agreement is not intended, however, to grant to the Port Authority rights to any matter, which is the subject of valid existing or potential letters patent.

Any information (including information contained in any proposal, vendor qualification(s), ideas, models, drawings, or other material communicated or exhibited by us or on our behalf) provided in connection with this procurement is subject to the provisions of the Port Authority Public Records Access Policy adopted by the Port Authority’s Board of Commissioners, which may be found on the Port Authority website at: http://corpinfo.panynj.gov/documents/Access-to-Port-Authority-Public-Records/. The foregoing applies to any information, whether or not given at the invitation of the Authority.

(Company)

(Signature)

(Title)

(Date) company PROFILE (attachment C)

Company Profile (Attachment C) Proposer must include a completed Attachment C form.

ATTACHMENT C

COMPANY PROFILE

1. Company Legal Name as shall appear in the Agreement:

2. Business Mailing Address: ______________________________________________________________________________________________________________________________________________________

6. Officer or Principal of Firm, Title, and email address:

7. Name, telephone number, and email address of contact for questions:

8. Is your firm a registered vendor with the Port Authority? Yes No If yes, please provide your Vendor ID number: ________________

9. If applicable, indicate whether your firm is certified by the Authority in any of the below categories. Please also attach a copy of your Authority certification as a part of this profile.

Minority Business Enterprise (MBE)

Women-owned Business Enterprise (WBE)

Small Business Enterprise (SBE)

Disadvantaged Business Enterprise (DBE)

Service-disabled Veteran-owned Business Enterprise (SDVOB)

If your firm is an MBE/WBE/SBE/DBE/SDVOB not currently certified by the Authority, see the Authority’s website – https://www.panynj.gov/port-authority/en/business-opportunities/supplier-diversity/certification.html, to receive information and apply for certification.

Note: Company Legal Name shall be identical to the firm’s name in the EIN. Failure to comply with this requirement may lead to delays in contract awards and contract payments.

Proposer Requirements (Transmittal Letter)

The Authority will consider only those firms who are able to demonstrate compliance with the proposer requirements stated in Section III.

· Use Item 5 Attachment D for Staff Qualifications and Experience

· Use Item 6 Attachment E for Firm Qualifications Proposer must indicate below the services provided. (Please check all boxes that apply).

|_| Climate Resilience |_| Sustainable Design Joint venture partnerships shall not be considered under the Task-Order Program

[INSERT PROPOSER REQUIREMENTS HERE]

STAFF QUALIFICATIONS AND EXPERIENCE (attachment d)

Staff Qualifications and Experience of Personnel (including Subconsultants, if any) Provide technical qualifications of all full-time engineering and technical personnel of your firm (including subconsultants, if any) who will be assigned to perform the requested services as outlined in Section IV – Proposer Requirements.

The Proposer must include in this section the following completed form:

· Attachment D – Staff Qualifications and Experience Licenses and Certificates – The Proposer must also provide in this section copies of all applicable licenses and certificates of all full-time engineering and technical personnel (including subconsultants, if any) who will be assigned to perform the requested services.

ATTACHMENT D

STAFF QUALIFICATIONS AND EXPERIENCE

The Proposer must complete one Attachment D for each proposed full-time engineering and technical personnel (including subconsultants, if any) of your firm who will be assigned to perform the requested services as outlined in Section IV.

(City and State)

CURRENT PROFESSIONAL REGISTRATION

(State and Discipline -Include License #)

EDUCATION (Degree and Specialization)

OTHER PROFESSIONAL QUALIFICATIONS (Publications, Organizations, Training, Awards, Etc.)

BRIEF CAREER SUMMARY

(Please include total number of years of experience performing services comparable to the tasks outlined in Attachment A under this solicitation)

RELEVANT PROJECTS

(Please include a minimum of two and no more than five projects comparable to the services contemplated in the Attachment A, under this solicitation)

BRIEF PROJECT DESCRIPTION AND SPECIFIC ROLE ON PROJECT

(Please include scope, size, project cost value, project delivery model) ☐ Check if project performed with current firm

BRIEF PROJECT DESCRIPTION AND SPECIFIC ROLE ON PROJECT

☐ Check if project performed with current firm

BRIEF PROJECT DESCRIPTION AND SPECIFIC ROLE ON PROJECT

☐ Check if project performed with current firm

BRIEF PROJECT DESCRIPTION AND SPECIFIC ROLE ON PROJECT

☐ Check if project performed with current firm

BRIEF PROJECT DESCRIPTION AND SPECIFIC ROLE ON PROJECT

☐ Check if project performed with current firm

FIRM QUALIFICATIONS AND EXPERIENCE (ATTACHMENT E)

Firm Qualifications and Experience of Personnel (including subconsultants, if any) Identify the experience of your firm (including subconsultants, if any) in providing services as identified in Section III – Proposer Requirements and comparable to those contemplated under the requested services in Attachment A under this solicitation.

The Proposer must include in this section the following completed form:

· Attachment E – Firm Qualifications and Experience

ATTACHMENT E

FIRM QUALIFICATIONS AND EXPERIENCE

The Proposer must complete one Attachment E for each project your firm (including subconsultants, if any) has provided services as outlined in Section IV and comparable to the services contemplated in Attachment A, under this solicitation.

RELEVANT PROJECTS

(Include a minimum of five projects and no more than seven projects comparable to the services contemplated under this solicitation.)

C. BRIEF PROJECT DESCRIPTION AND SPECIFIC ROLE ON PROJECT

D. INDICATE WHETHER ANY PROPOSED PERSONNEL PERFORMED SERVICES UNDER THIS PROJECT AND EXPLAIN THEIR SPECIFIC ROLE ON THIS PROJECT

E. INCLUDE THE NAME OF THE CLIENT/COMPANY AND THE CLIENT/COMPANY’S CONTACT INFORMATION (EMAIL AND PHONE NUMBER) FOR VERIFICATION PURPOSES.

MBE/WBE/SDVOB PARTICIPATION PLAN (ATTACHMENT F)

MBE/WBE/SDVOBs Participation Plan The Port Authority has set a goal of twenty percent (20%) participation by qualified and Port Authority certified Minority Business Enterprises (MBEs) and ten percent (10%) for qualified and Port Authority certified Women-owned Business Enterprises (WBEs) on technical service projects for a total combined MWBE goal of thirty percent (30%), and three percent (3%) of the total contract price for Port Authority certified Service-disabled Veteran-owned Business Enterprises (SDVOBs) or SDVOBs certified in the State of New York.

The MBE/WBE/SDVOB Plan submitted by the Proposer to the Port Authority shall contain, at a minimum, the following:

· Identification of MBE/WBE/SDVOBs: Provide the names and addresses of the MBE/WBE/SDVOBs. If none are identified, describe the process for selecting participant firms in order to achieve the good faith goals under these requested services.

· Level of Participation: Indicate the estimated percentage of MBE/WBE/SDVOB participation expected to be achieved.

· Scope of Work: Describe the specific scope of work the MBE/WBE/SDVOBs will be expected to perform.

All MBE/WBE/SDVOB subconsultants listed on the MBE/WBE/SDVOB Participation Plan must be certified by the Port Authority in order for the Consultant to receive credit toward the MBE/WBE/SDVOB goals set forth under these requested services. Please go to https://www.panynj.gov/port-authority/en/business-opportunities/supplier-diversity.html to search for MBE/WBE/SDVOBs by a particular commodity or service. The Port Authority makes no representation as to the financial responsibility of these firms or their ability to perform work under this Agreement.

The Proposer must include in this Section the following completed form:

· Attachment F – The MBE/WBE/SDVOB Plan submitted by the Proposer to the Port Authority

ATTACHMENT F

MBE/WBE/SDVOB PARTICIPATION PLAN

This matrix is intended to graphically depict the MBE/WBE/SDVOB Participation Plan submitted by the Proposer to the Port Authority for the requested services.

(*Insert “N/A” if not applicable.)

DESCRIBE PROPOSED SCOPE OF WORK TO BE PERFORMED BY SUBCONSULTANT

IF NO FIRMS ARE IDENTIFIED ABOVE, DESCRIBE THE PROCESS FOR SELECTING PARTICIPANT FIRMS IN ORDER TO ACHIEVE THE GOOD FAITH GOALS UNDER THESE REQUESTED SERVICES.

[IF APPLICABLE, INSERT RESPONSE HERE]

COST (ATTACHMENT G)

Multiplier & Cost Provide the multiplier(s) of the Prime firm, including a breakdown of said multiplier(s), indicating all the multiplier(s) components (e.g., vacation, holiday, sick pay, workers' compensation, office rent, insurance, profit). Indicate Port Authority Office/Consultant Office Multiplier, as applicable. Multiplier(s) should be provided in the form of a decimal and no more than two decimal places (ex: 0.00).

Port Authority Office Multiplier:

Consultant Office Multiplier:

Include a breakdown of the multiplier(s) components below:

Salary Schedule Include the name(s), title(s) and hourly rate(s) and hours assigned to each position of the personnel that would be assigned to perform the requested services. Indicate billing rates for partners or principals and actual hourly rates for all other billable employees. Provide a company policy for compensation for premium pay (i.e. holidays, shift differentials, regular days, weekends and night work or union required payments must be included). Typical job titles may include, but are not limited to, the following:

The Proposer must include in this section the following completed form:

· Attachment G – Salary Rate Schedule

ATTACHMENT G

SALARY RATE SCHEDULE

FULL NAME

(LAST, FIRST)

conFLICT OF INTEREST (STATEMENT)

Conflict of Interest If the Proposer or any employee, agent or subcontractor/subconsultant of the Proposer may have, or may give the appearance of a possible conflict of interest, the Proposer shall include in its proposal a statement indicating the nature of the conflict. The Port Authority reserves the right to disqualify the Proposer if, in its sole discretion, any interest disclosed from any source could create, or give the appearance of, a conflict of interest. The Port Authority's determination regarding any question(s) of conflict of interest shall be final.

Proposers are advised that, while not currently anticipated, nothing herein shall preclude the Port Authority from determining at a subsequent point in time during performance of the services contemplated hereunder gives rise to the existence of, or the appearance of, a conflict of interest, and thereby conclude that a firm(s) selected for performance of the subject services, is/are expressly precluded from participation in, or the performance of other procurement opportunities for any project on which the firm has provided such services. Proposers are directed to the Conflict-of-Interest paragraph of the attached Standard Agreement. Proposers are further advised that under this Agreement, firms must provide, upon receipt of a Task Order issued by the Port Authority, written notice to the Port Authority of any existing or potential conflict of interest the firm(s) may have in the performance of services under this Agreement.

Conflict of Interest Statement (describe the nature of the conflict):

[INSERT RESPONSE HERE]

Mitigation Plan:

[INSERT RESPONSE HERE]

ATTACHMENT A

SCOPE OF WORK

EXPERT PROFESSIONAL CLIMATE RESILIENCE AND SUSTAINABLE DESIGN SERVICES ON A “TASK ORDER BASIS” DURING A FOUR-YEAR TERM

I. BACKGROUND

For background with respect to The Port Authority of New York and New Jersey (the “Authority”), see www.panynj.gov. Additionally, an electronic version of the Authority’s most recent Annual Report is available at http://corpinfo.panynj.gov/pages/annual-reports/.

The Engineering Department is responsible for the delivery of high-quality and cost-effective planning, architectural and engineering design, and construction management services in support of the Authority’s capital and operating programs. In addition, the department ensures the structural integrity, life safety, and code compliance of all Authority’s facilities. The Engineering Department is comprised of six divisions: Engineering/Architecture Design, Construction Management, Engineering Operations, Quality Assurance, Project Delivery, and Enterprise Asset Management.

Engineering/Architecture Design Division - The Resilience and Sustainable Design (RSD) unit leads the Engineering Department's efforts to incorporate climate resilience and sustainable design into the Agency's capital projects and related activities, in alignment with the Agency's Environmental Sustainability Policy, agency Priorities, and Administrative Instruction 45-1, Part C.

II. SCOPE OF WORK

Staff must have the ability to pass a Transportation Worker Identification Credential (TWIC) and/or Secure Worker Access Consortium (SWAC) and/or Security Identification Display Area (SIDA) background screening at a High Level The services of the Consultant shall generally consist of supporting the Resilience and Sustainable Design unit in integrating climate resilience and sustainability into non-residential building, infrastructure, and/or landscape projects at various Authority locations, primarily through the design process. Assignments may include, but are not limited to:

0. Feasibility Studies and Analyses

0. Design Services

0. Training for Architecture and Engineering Professionals

0. Research and Guideline Development

0. Staff Support/ Supplementation

III. DESCRIPTION OF CONSULTANT'S TASKS

The services of the Consultant may include, but are not limited to:

Climate Resilience A. Feasibility Studies and Analyses, which may include:

1. Perform planning-level climate resilience studies.

2. Prepare written and visual materials, including reports, PowerPoints, maps, and websites to communicate climate change risk to Authority assets and climate resilient initiatives.

B. Design Services, which may include, but not limited to:

1. Act as climate resilient design lead, coordinator, or administrator on multidisciplinary, non-residential, building, infrastructure, and/or landscape design and construction projects of varying scales and degrees of complexity. Perform additional typical design task including, but not limited to:

a. Preparation of project scopes of work.

b. Preparation of budget estimates, life cycle cost analyses, and benefit-cost analyses.

c. Provision of detailed construction cost estimates.

d. Preparation of meeting minutes.

2. Coordinate with the project design team to integrate climate resilient design strategies into non-residential building, infrastructure, and/or landscape projects during conceptual design, design development, and/or final design (Stages I - III).

a. Flood mitigation measures, in conformance with all applicable local (NYC/ NY/ NJ) codes and national standards (such as ASCE 24 and ASCE 7) pertaining to flood-resistant design and construction.

b. Urban heat mitigation measures.

3. Prepare models, simulations, and calculations to support the assessment of climate resilience in the design process.

a. Natural hazard risk analysis, modeling, and mapping – current and projected future – which may include the following stressors:

1) Coastal flooding.

2) Urban pluvial flooding/intense precipitation.

3) Groundwater flooding.

4) Extreme temperatures.

5) Extreme wind.

6) Winter weather impacts.

7) Other climate, weather-related, or non-weather related hazards, as specified by the Authority.

b. Total Cost of Ownership (TCO) calculations or other environmental and/or financial analyses.

c. Benefit-Cost Analyses.

4. Perform building, site, and/or regional-scale natural hazard vulnerability, risk, and adaptation assessments at varying levels of detail (from conceptual to engineering-grade):

a. Compiling relevant building information, including as-built drawings, inspection reports, and/or inventories of critical building systems and components.

b. Retrieving and interpreting high resolution weather data and climate projections and applying them to assess the potential vulnerabilities of critical building systems and components.

c. Mapping (including GIS), including the retrieval, interpretation, and application of high-resolution Digital Elevation Models.

d. Developing detailed plans and corresponding asset inventories of complex multimodal transportation facilities, including interconnected systems and adjacent infrastructure.

e. The practical application of downscaled climate model projections and weather data corresponding to potential sensitivity thresholds of critical transportation infrastructure.

f. High resolution flood modeling, including proficiency with a variety of National Flood Insurance Program (NFIP) accepted coastal, hydrologic, and hydraulic models.

g. Multi-hazard modeling.

h. Performing natural hazard risk analyses and developing risk registers, factoring in the potential for shifting failure probabilities and increasing consequences due to climate change.

i. Developing and analyzing packages of corresponding hazard mitigation measures (physical and operational) at a variety of scales to determine the optimal and/or most cost-effective solution(s).

j. Benefit-Cost Analysis of proposed hazard mitigation programs, factoring in regional economic benefits and including climate change related risks.

k. Development of guidance for facility personnel on the proper deployment, storage, and maintenance of flood protection devices and permanent installations.

5. Provide limited oversight during Construction (Stage IV) on behalf of RSD.

a. Coordinate and prepare construction stage documentation, particularly for Climate Resilience Design Guidelines.

b. Review of Shop Drawings.

c. Visit project sites to perform selected monitoring and verification activities.

d. Coordinate and prepare conformed Climate Resilient Design Documentation reflecting “as-built” condition.

C. Training for Architecture, Landscape Architecture, and Engineering Professionals, which may include, but not limited to:

1. Preparation of training materials for design professionals, which may include written guides, presentations, instructional videos, and/or online resources.

2. Delivery of in-person training modules for up to 30 or more design professionals, to be hosted at Authority facilities or virtually.

3. Administration of on-site credentialing examinations, if available.

D. Research and Guideline Development, which may include, but not limited to:

1. Technical research on industry standards and best practices:

a. Assessment of industry rating systems for climate resilience design.

b. Development of national and global best practices case studies.

c. Technologies and applications that improve the design process and/or design outcomes.

2. Performing updates of existing Port Authority Engineering Guidelines or developing new Guidelines, guidance documents, or manuals:

a. Technical research and documentation, including development of whitepapers and technical appendices.

b. Best practices research and benchmarking.

c. Financial analysis of standards under consideration.

d. Analysis of existing or proposed standards for compliance feasibility, which may include the preparation of case studies using actual projects or hypothetical/composite examples.

e. Development of supporting documentation, including forms, calculators, templates, and user guides.

f. Stakeholder outreach support, including preparation of presentation materials.

g. Graphic design/professional layout services.

h. Quality assurance/quality control.

E. Staff Support/Supplementation:

Provision of one or more qualified staff member(s) who will work on Authority assignments, either full-time or part-time, to be situated at the Authority’s offices or facilities (on-site consultant), virtually (off-site consultant), or a combination thereof.

Sustainable Design A. Feasibility Studies and Analyses, which may include:

1. Coordinate and prepare documentation for Authority Sustainable Design Guideline compliance and/or third-party certification, including, but not limited to, Envision and/or LEED.

2. Prepare written and visual materials, including reports, PowerPoints, maps, and websites to communicate sustainability initiatives.

B. Design Services, which may include, but not limited to:

1. Act as sustainable design lead, coordinator, or administrator on multidisciplinary non-residential building, infrastructure, and/or landscape design and construction projects of varying scales and degrees of complexity. Perform additional typical design tasks:

a. Preparation of scopes of work.

b. Preparation of budget estimates, life cycle cost analyses, and benefit-cost analyses.

c. Provision of detailed construction cost estimates.

d. Preparation of meeting minutes.

e. Review and oversight of commissioning reports.

2. Coordinate with the project design team to integrate sustainable design strategies into non-residential building, infrastructure, and/or landscape projects during conceptual design, design development, and/or final design (Stages I - III):

a. Stormwater quantity and quality calculations.

b. On-site rainwater management (low impact development), including design of green infrastructure and rainwater harvesting and reuse systems.

c. Irrigation systems, including estimating water demands, determination of the appropriate delivery system, and optimal sizing of water storage tanks/cisterns.

d. Development of planting schedules, with particular expertise in native and drought-resistant species that meet FAA wildlife attractant requirements.

e. Sustainable materials research and analysis.

f. Green Roofs.

g. Building efficiency enhancements and decarbonization.

h. Renewable energy (e.g., solar parking lot canopies, rooftop solar PV).

i. Habitat restoration (primarily aquatic).

j. Sustainable material selection and specification.

3. Prepare models, simulations, and calculations to support the assessment of sustainability in the design process.

a. Construction waste quantity estimating and logistics planning.

b. Energy modeling.

c. Embodied energy calculations and life cycle assessment.

d. Wind analysis.

e. Shading/ solar studies.

f. Waste quantity estimating and logistics planning.

g. Stormwater quantity and quality calculations.

h. Rainwater harvesting and water balance calculations.

i. Total Cost of Ownership (TCO) calculations.

j. Benefit-Cost Analyses.

4. Provide limited oversight during Construction (Stage IV) on behalf of RSD.

a. Coordinate and prepare construction stage documentation, particularly for Port Authority Sustainable Design Guideline compliance and/or LEED Certification/Envision Certification

b. Review of Shop Drawings.

c. Visit project sites to perform selected monitoring and verification activities.

d. Coordinate and prepare conformed Sustainable Design Documentation reflecting “as-built” condition.

5. Develop post-construction operations and maintenance (O&M) documentation, and training materials, for facility personnel.

a. The proper care and management of sustainable design features, such as green infrastructure, and/or

b. The proper deployment, storage, and maintenance of flood protection devices and permanent installations.

C. Training for Architecture, Landscape Architecture, and Engineering Professionals, which may include, but not limited to:

1. Preparation of training materials for design professionals, which may include written guides, presentations, instructional videos, and/or online resources.

2. Delivery of in-person or virtual training modules.

3. Administration of on-site credentialing examinations, if available.

D. Research and Guideline Development, which may include, but not limited to:

1. Technical research on industry standards and best practices:

a. Assessment of industry rating systems for sustainable design.

b. Development of national and global best practices case studies.

c. Development of decarbonization strategies/roadmaps.

d. Greenhouse gas equivalent measurement and accounting (including lifecycle carbon assessment and embodied energy calculations), especially pertaining to building design and construction.

e. Sustainable building material research and documentation, including cradle-to-cradle analysis and planning.

f. Technologies and applications that improve the design process and/or design outcomes.

2. Performing updates of existing Port Authority Engineering Guidelines or developing new Guidelines, guidance documents, or manuals:

a. Technical research and documentation, including development of whitepapers and technical appendices.

b. Best practices research and benchmarking.

c. Financial analysis of standards under consideration.

d. Analysis of existing or proposed standards for compliance feasibility, which may include the preparation of case studies using actual projects or hypothetical/composite examples.

e. Development of supporting documentation, including forms, calculators, templates, and user guides.

f. Stakeholder outreach support, including preparation of presentation materials.

g. Graphic design/professional layout services.

h. Quality assurance/quality control.

E. Staff Support/Supplementation:

Provision of one or more qualified staff member(s) who will work on Authority assignments, either full-time or part-time, to be situated at the Authority’s offices or facilities (on-site consultant), virtually (off-site consultant), or a combination thereof.

Individual Task Orders may include additional proposer requirements.

The Consultant shall (and shall compel the Consultant’s officers, employees, agents, contractors, guests, invitees and those doing business with the Consultant hereunder to) observe and comply with any and all present and future: (a) governmental laws, rules, regulations, requirements, orders and directions which may pertain or apply to the Consultant’s activities hereunder; (b) Authority facility rules and regulations; (c) Authority security procedures; and (d) all applicable Authority insurance requirements. In case of a conflict between or among any of the foregoing, the more stringent requirement shall apply.

IV. SUBMISSIONS

All work performed by the Consultant including the preparation of documents, reports drawings, etc. shall be performed and submitted in accordance with a schedule approved by the Authority prior to the performance of any such work.

When services to be performed by the Consultant include the preparation of contract documents, or the performance of post award services, the Consultant shall submit his specific Quality Control/Assurance Program to the Engineer prior to the performance of said services. When the Consultant has completed preparation of any contract documents, he shall submit a letter to the Engineer certifying the Consultant’s conformance with the Quality Control/Assurance Program.

Except as otherwise noted in the individual task orders, all designs and preparation of Contract Documents shall conform to Port Authority Standards, and those codes and regulations which would be applicable if the Authority were a private corporation and, in case of a conflict, the more stringent requirement shall apply.

The Consultant shall be provided with access to systems and documentation containing information pertinent to each Task Order and appropriate to the level of security of such systems and documentation and the level of security clearance achieved by Consultant staff.

In any case, no work shall be performed at the site on any holidays observed by the Authority, unless otherwise directed by the Authority.

P.A. AGREEMENT # ***-**-***

DATE

FIRM

ADDRESS

CITY, ST ZIP

Attention: CONTACT, TITLE

SUBJECT: PERFORMANCE OF EXPERT PROFESSIONAL CLIMATE RESILIENCE AND SUSTAINABLE DESIGN SERVICES AS REQUESTED ON A "TASK ORDER" BASIS DURING A FOUR-YEAR TERM

Dear Mr./Ms. CONTACT:

1. The Port Authority of New York and New Jersey (the "Authority" or "Port Authority") hereby offers to retain FIRM NAME (the “Consultant" or "you") to provide expert professional services as more fully set forth in Attachment A, which is attached hereto and made a part hereof, on a "task order" basis during a four-year term.

The Authority does not guarantee the ordering of any services under this Agreement and specifically reserves the right, in its sole discretion, to use any person or firm to perform the type of services required hereunder.

This Agreement shall be signed by you and by the Authority’s Chief Procurement Officer. As used herein, "Chief Engineer" shall mean the Chief Engineer, or the Deputy Chief Engineer of the Authority, or their duly authorized representatives.

For the purpose of administering this Agreement, the Chief Engineer has designated DAR NAME, TITLE, to act as their duly authorized representative. The Project Manager for this project is NAME, tel. (***) ***-****, or e-mail address: ****@panynj.gov.