1-RFPDOC 6000002545.docx

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REQUEST FOR PROPOSAL

PERFORMANCE OF EXPERT PROFESSIONAL PROJECT SUPPORT SERVICES AS REQUESTED ON A “TASK ORDER” BASIS FOR A FOUR-YEAR TERM

RFP #6000002545

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 project support 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 project support services in any, all, or combination of the following three categories: A) Project Control, B) Cost Estimating, C) Value Engineering, 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, Amira Willis, Amwillis@panynj.gov.

For purposes of Proposal presentation, the Firm proposing should separate each section of the Proposal by using a numbered tab, as shown in the table below.

III. PRE-PROPOSAL MEETING

The Pre-Proposal Meeting is intended to review requirements from the Authority Departments including Office of Diversity, Equity and Inclusion, Engineering, Treasury – Risk, and Procurement.

Firms are encouraged to attend the Pre-Proposal Meeting to gain more awareness regarding the services requested in this RFP, future task order solicitations, and the overall procurement process.

A virtual Pre-Proposal Meeting is scheduled on November 20, 2024, at 11:00 A.M. Eastern Time (ET). On November 20, 2024, please use the below link to access the meeting. If you have any issues connecting, please email Amira Willis, Amwillis@panynj.gov.

Event address for attendees:

https://teams.microsoft.com/l/meetup-join/19%3ameeting_OGM1YzE3MmQtZWY3Yy00ZWNjLWI4OWUtMWNiOTJiNjRiY2Rh%40thread.v2/0?context=%7b%22Tid%22%3a%22c4484a25-d0d8-4ad0-916a-a889b6aa7a02%22%2c%22Oid%22%3a%22705db310-b873-4c6b-a1f2-39fcbacd02c5%22%7d

IV. PROPOSER REQUIREMENTS:

Only proposals from Firms that can demonstrate compliance with one or both of the following category requirements shall be considered. The below requirements must be met by the Prime Firm only.

A. General Requirement for all categories below:

a) The firm must be certified as an MBE by the Authority, prior to the RFP due date.

B. Project Control Services

a) Prime firm must submit with their Proposal a minimum of two project specific models or drawings, within the past five years, for any, all, or combination of, the following types of projects:

· Design-bid build

· Design-build / fast track

· Any construction trade for building, or heavy/civil, or infrastructure construction.

b) Prime firm may alternatively fulfill the firm experience prerequisite in Item B,a) above, if it can demonstrate that the person or entities owning and controlling the firm have had a cumulative total of at least the same number and type of direct continuous experience as identified above or has owned and controlled other entities which, meet the same requirements, prior to the submission of this Proposal as is required of the prime firm.

c) Prime firm must have one individual currently employed with the firm that possess a bachelor’s degree in engineering, architecture, construction management or related technical field from an accredited college or university and can demonstrate a minimum of two years’, within the past five years, experience:

· Leading project control analyses

· Performing project management

· Providing financial reporting

d) Prerequisite Items 2c above can be fulfilled by a principal, owner, shareholder, officer, director, or professional member/manager of the prime firm.

C. Cost Estimating Services Prime firm must meet at least one of the staffing requirements listed below:

a) At a minimum one individual currently employed with the Prime Firm, must possess an Engineering, Architecture, Construction Management, or related degree from a United States accredited college or university. OR

b) At a minimum one individual, currently employed with the Prime Firm, must possess a certification as an estimator, from the American Society of Professional Estimators (ASPE), Association for the Advancement of Cost Engineering (AACE) , or Royal Institute of Chartered Surveyors (RICS).

c) Prerequisite Items 3a and/or 3b above can be fulfilled by a principal, owner, shareholder, officer, director, or professional member/manager of the prime firm.

Prime firm must demonstrate the firm experience listed below:

d) Prime firm at a minimum must demonstrate two cost estimating projects within the last 5 years, for at least two of the following types of projects:

· design-bid-build projects.

· design-build/fast-track projects.

· construction trade projects for building, or heavy/civil, or infrastructure construction.

e) Prime firm may alternatively fulfill the firm experience prerequisite in Item 3d above, if it can demonstrate that the person or entities owning and controlling the firm have had a cumulative total of at least the same number and type of direct continuous experience as identified above or has owned and controlled other entities which, meet the same requirements, prior to the submission of this Proposal as is required of the prime firm.

D. Value Engineering Services

a) Prime firm at a minimum must have one value specialist who is currently employed by the firm and can demonstrate a minimum of five years’ experience leading value engineering analyses on transportation or infrastructure projects, within the past ten years.

b) Prerequisite Items 4a above can be fulfilled by a principal, owner, shareholder, officer, director, or professional member/manager of the prime firm.

c) Prime firm shall demonstrate two projects within the past five years performing value engineering analyses in the design and construction fields, related to at least two of the following types of transportation:

· Airports,

· Tunnels,

· Bridges,

· Terminals,

· Rapid transit

· Waterfront

d) Prime firm may alternatively fulfill the firm experience prerequisite in Item 4c above, if it can demonstrate that the person or entities owning and controlling the firm have had a cumulative total of at least the same number and type of direct continuous experience as identified above or has owned and controlled other entities which, meet the same requirements, prior to the submission of this Proposal as is required of the prime firm.

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

V. INSTRUCTIONS AND ADDITIONAL INFORMATION:

Tab

· Cover Sheet

· Attachment B – Agreement on Terms of Discussion

(Attachment C) The Firm proposing must include a completed,

· Attachment C – Company Profile

Firms may duplicate the below attachments as required, to demonstrate compliance with said Proposer Requirements listed in Section IV:

· Attachment D – Staff Qualifications and Experience, and

· Attachment E – Firm Qualifications and Experience Joint venture partnerships shall not be considered.

(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 Prime Firm must include their MBE/WBE/SDVOBs Participation Plan, being proposed, by completing the below form:

· Attachment F – MBE/WBE/SDVOB Participation Plan

Salary Schedule – The Prime Firm proposing 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 Firm proposing or any employee, agent or subcontractor/subconsultant of the Firm may have or may give the appearance of a possible conflict of interest, the Firm 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 Firm proposing 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 Firm proposing 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.

· Attachment A

ADDITIONAL INFORMATION

The Firm proposing 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 6, 2024. 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. The Firms proposing 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. The Firms proposing will receive an email confirmation receipt with a unique confirmation number once a proposal submission is finalized.

The Firm 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.

All questions must be submitted in writing and received no later than five business days prior to the RFP due date. All questions shall be directed, via email, to the Solicitation Manager, Amira Willis at Amwillis@panynj.gov

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 work in a manner, which in its judgment will, under all circumstances, best serve the public interest

REQUEST FOR PROPOSAL

PERFORMANCE OF EXPERT PROFESSIONAL PROJECT SUPPORT SERVICES AS REQUESTED ON A “TASK ORDER” BASIS FOR A FOUR-YEAR TERM

RFP# 6000002545

[PROPOSAL DUE date]

[PROPOSER NAME]

Lillian D. Valenti Chief Procurement Officer

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

1399817 agreement on terms of DISCUSSION (attachment B)

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

ATTACHMENT B

PERFORMANCE OF EXPERT PROFESSIONAL PRJECT SUPPORT SERVICES AS REQUESTED ON A “TASK ORDER” BASIS FOR 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) The Firm proposing 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

The Authority will consider only those Prime Firms who are able to demonstrate compliance with the proposer requirements stated in Section IV – Proposer Requirements.

· Use Attachment D for Staff Qualifications and Experience

· Use Attachment E for Firm Qualifications and Experience The Firm proposing must indicate below the services provided. (Please check all boxes that apply).

|_| Project Control |_| Cost Estimating |_| Value Engineering Joint venture partnerships shall not be considered under the “Task Order” Program

STAFF QUALIFICATIONS AND EXPERIENCE (attachment d)

Staff Qualifications and Experience of Personnel:

Please complete one Attachment D for each proposed full-time engineering and technical personnel of the Prime Firm who will be assigned to perform the requested services to demonstrate that the Prime Firm meets the staffing requirements as stated in Section IV – Proposer Requirements. Firms may duplicate Attachment D, as required, to demonstrate compliance with Section IV.

The Firm proposing must include in this section the following completed form(s):

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 of the Prime Firm needed to demonstrate compliance with Section IV.

ATTACHMENT D

STAFF QUALIFICATIONS AND EXPERIENCE

(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 comparable services under this solicitation)

RELEVANT PROJECTS

(Include a minimum of two and no more than five completed projects comparable to the services contemplated 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:

Please complete one Attachment E for each relevant project to demonstrate that the Prime Firm meets the firm experience as stated in Section IV – Proposer Requirements. Listed projects shall be comparable to those contemplated under the requested services in Attachment A. Firms may duplicate Attachment E, as required, to demonstrate compliance with Section IV.

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

· Attachment E – Firm Qualifications and Experience

ATTACHMENT E

FIRM QUALIFICATIONS AND EXPERIENCE

RELEVANT PROJECTS

Include the relevant projects as outlined in Section IV – Proposer Requirements and 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 Prime Firm 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.

· 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.

If the Prime Firm is a Port Authority certified MBE or WBE, the Prime Firm can self-perform its portion of the participation goals of up to $2 million for non-construction projects, subject to the Port Authority’s approval. Port Authority certified M/WBE Prime Firms can only self-perform the MBE portion of the participation goals. However, note that all firms are encouraged to use every good-faith effort to utilize subconsultants who are Port Authority certified MBEs, WBEs or SDVOBs to the maximum extent feasible.

The Prime Firm 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 Prime Firm to the Port Authority for the requested services.

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, taxes, profit). Indicate Consultant Office/Port Authority 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).

Consultant Office Multiplier:

Port Authority Office Multiplier:

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

Salary Schedule Include the name(s), title(s) and hourly rate(s) 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. All firms who are awarded an Agreement will be expected to adhere to the provisions of Section 9.A., fourth paragraph with respect to rate increases. Firms shall not include any rate increase notations on their Salary Rate Schedule.

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 Firm proposing or any employee, agent or subcontractor/subconsultant of the Firm proposing may have or may give the appearance of a possible conflict of interest, the Firm 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.

The Firms proposing 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. Firms are directed to the Conflict-of-Interest paragraph of the attached Standard Agreement. Firms 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 SERVICES

PERFORMANCE OF EXPERT PROFESSIONAL PROJECT SUPPORT SERVICES AS REQUESTED ON A "TASK ORDER” BASIS FOR 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, the most recent electronic version of the Authority’s Annual Report is available at http://www.panynj.gov/corporate- information/annual-reports.html.

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.

The Engineering Operations Division optimizes the efficiency and effectiveness of the Department, promotes inter and cross departmental collaboration, as well as enables and anticipates the rapid adaptation of our services based on a changing/ changed environment. The division comprises of the following units: Engineering Financial Services, Engineering Solutions, Digital Transformation, Project Controls, Estimating/Value Engineering and Professional Services.

II. SCOPE OF SERVICES

The Project Controls Unit is responsible for the development and analysis of performance department and project data, reporting, insights, monitoring and measuring performance thru implanted metrics. Cost and schedule management, forecasting, as well as Compliance measurements.

The Cost Estimating Unit is responsible for the administration of Engineering Department’s centralized professional services procurement program and authorization compliance monitoring. Leads the coordination with Office of Diversity, Equity and Inclusion, Office of the Secretary and Procurement Department. Leads vendor screenings, consultant professional services, vendor on-boarding/off-boarding administration, and oversight of departments usage of the Authority’s diversity management database.

Value Engineering under the guidance of the Cost Estimating Unit provides easy, collaborative, and secure access to project information while providing full-service content and information support to the Department and the Agency as a whole.

The services of the Consultant shall generally consist of providing support services for, Project Controls, Cost Estimating, and Value Engineering. Associated tasks may include but are not limited to those outlined below.

III. DESCRIPTION OF CONSULTANT’S TASKS

Services requested via task orders may include but are not limited to the following.

Staff Qualifications (to be demonstrated once specific task orders are issued) Refer to the Authority’s Agreement, Section 23 – Notification of Security Requirements

· All proposed 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.

Consultant Tasks (to be demonstrated once specific task orders are issued) Tasks to be performed by the Consultant for any, all, or combination of categories below shall include, but are not limited to:

A. Project Control Services

1. Provide project control engineers (i.e. schedulers, data analysts, modelers, drafters, etc.) or other personnel, as requested, to perform project management, scheduling, cost control, project proposal preparation, or other management/control service.

2. Analyze and provide design and programming services to the Engineering department in the area of integrated computerized program/project control and reporting systems.

3. Recommend and implement modifications to existing procedures and reporting systems that the Engineering department utilizes to monitor project budgets, schedules, costs, and resources.

4. Prepare project control reports and presentations.

5. Provide training and administer Primavera Scheduling software Generation of data queries – writing scripts, stored procedures, views, backup data, pivots, etc.

6. Develop project delivery best practices and procedures.

7. Develop engineering project controls and scheduling guidelines.

8. Provide BIM/CAD model life cycle development and implementation services relating to:

i. the specification, creation, capture, storage, assurance, analysis, distribution, reporting and maintenance of BIM/CAD model(s)/drawing(s) from the development of conceptual models and contract documents through the life cycle maintenance of a facility.

ii. Develop and maintain BIM libraries to support all branches of the engineering design and construction divisions.

iii. Provide BIM/CAD product and standards training, both on-site and off-site, for staff as requested by the Authority.

9. Manage BIM/CAD projects and perform compliance reviews.

10. Support the Authority’s engineering department design and construction divisions transition to a BIM environment.

11. Provide technical resources upon request to manage, administer and assist with the operation and development, as necessary.

12. Related application integration support:

a). Further develop and integrate standards and guidelines for the conversion and/or integration of BIM/CAD models/drawings with other applications such as:

B. Cost Estimating Services

1. Provide full and partial independent estimating services including preparation of complete estimates, review of estimates prepared by others, and evaluation of variables and risks.

2. Provide estimating expertise to develop estimating initiatives (e.g., electronic estimating systems/software, cost estimating reference data, review, and retrieval of bid data, etc.) and make recommendations for improvement to the Authority’s estimating process, as required.

3. Provide classroom training in fundamental estimating techniques.

4. Provide recommendations on industry best practices for the Engineering Department cost estimating processes.

5. Perform independent “Bid Analyses.”

C. Value Engineering Services

1. Value Engineering (VE) services entails a systematic method using an evaluation of function to identify improved design considerations and/or reduced costs. The Consultant shall use methodologies consistent with SAVE International which includes but are not limited to the following phases:

a) Information Phase: relevant project information provided by the Authority project team about the project.

b) Creative Phase: develop a large quantity of ideas for performing each function selected for study.

c) Analytical Phase: synthesize ideas and concepts generated in creative phase and select feasible ideas.

d) Recommendation Phase: select and develop best alternative(s) for improving value.

e) Presentation Phase: Consultant presents results of VE study to the Authority’s project team with interactive discussion and follows up with a written VE report.

2. The Consultant uses a Certified Value Specialist (CVS) to facilitate the VE sessions.

3. Evaluate the number and composition of the panel of experts which, is project dependent.

4. Distribute relevant documents, drawings and information to the panel (VE Team) and prepare a VE outline and schedule to be submitted and approved by the Authority.

5. Coordinate a variety of meetings with the Authority’s VE manager and ensure the VE team attends all meetings including but not limited to kick-off meeting, VE recommendations meeting, and stakeholder meetings, at the Authority’s direction.

6. CVS facilitator schedules and holds all VE study session(s) with the VE team members, utilizing the above Creative, Analytical, and Recommendation methodologies and develops best alternative(s), for improving project value to present to the Authority.

7. Prepare presentations, draft, and final reports.

IV. SUBMISSIONS

All work performed by the Consultant including but not limited to the preparation of documents, reports, schedules, drawings, estimates etc., shall be performed, and submitted in accordance with a schedule approved by the Authority, prior to the performance of any such work. All work developed or prepared by the Consultant shall be the property of and delivered to the Authority including but not limited to technical documentation, reports, diagrams, standard operating procedures, user guides, and training material.

V. CONDITIONS AND PRECAUTIONS

A. General The Consultant shall immediately inform the Authority of any unsafe condition discovered at any time during this work.

Vehicular, aircraft, rail, and/or pedestrian traffic shall have priority over any and all of the Consultant’s operations.

B. Work Areas The Consultant shall limit its work to the area necessary for the performance of such services and shall not interfere with the operation of the facility without first obtaining specific approval from the Authority.

The Consultant shall take steps necessary to ensure the safety of its staff during performance of the work. All Personal Protective Equipment (PPE), including, but not limited to, safety shoes, hardhat, and safety vest, shall be worn for all field work. In addition, where necessary, fall protection equipment shall be utilized.

Photography of the Authority facilities and surrounding areas is not permitted without approval from the Authority.

C. Work Hours The Consultant shall coordinate its work at the site(s) with the Project Manager, unless otherwise directed by Authority.

The Authority's office is located at 2 Montgomery Street, Jersey City, New Jersey, proposed staff will be required to meet the Authority’s current work arrangements including physically work a minimum of three days per week in the office and two days per week remote, unless otherwise directed by the Authority.

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

DATE

FIRM

ADDRESS

CITY, ST ZIP

Attention: CONTACT, TITLE

SUBJECT: PERFORMANCE OF EXPERT PROFESSIONAL PROJECT SUPPORT SERVICES AS REQUESTED ON A "TASK ORDER" BASIS FOR 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 "call‑in" basis during 20** through 20**.

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 NAME, TITLE, to act as their duly authorized representative. The Project Manager for this project is NAME, tel. (***) ***-****, or e-mail address: ****@panynj.gov.

6. 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 its specific Quality Control/Assurance Program to the Chief Engineer prior to the performance of said services. Upon completion of specific services requested hereunder, the Consultant shall submit a letter to the Chief Engineer certifying the Consultant's conformance with the aforementioned Quality Control/Assurance Program.

7. When the services to be performed by the Consultant include the preparation of computer aided design and drafting (CADD) documents, said documents must be prepared using the latest available revision of Autodesk's "AUTOCAD" software or as directed by the Chief Engineer prior to the performance of specific services. All drawings shall be prepared in strict conformance to the Port Authority CAD Standards. All submissions of CAD drawings shall be submitted to the Authority on compact discs, uploaded to the Project Website, or as otherwise required, in DWG and DWF format in accordance with the Port Authority CAD Standards.

At the Authority’s discretion, in lieu of the compensation terms set forth in Section 9.A. above, Task Orders may be issued whereby lump sum compensation is required. Those lump sum Task Order requests will include terms and conditions with respect to compensation, and you shall be required to submit a staffing analysis. For Task Order requests issued whereby the terms and conditions as stated in Section 9.A. above apply, the attached approved salary schedule, or any previously Authority-approved salary increase shall prevail.

The Consultant shall verify that its employees, subconsultants, or subcontractors working under this Agreement are legally present and authorized to work in the United States, as per the federally required I-9 Program. Furthermore, upon request of the Authority, the Consultant shall furnish or provide the Authority access to federal Form I-9 (Employment Eligibility Verification) for each individual hired by the Consultant, performing services hereunder. This includes citizens and noncitizens.

The Authority reserves the right to interview and approve any and all personnel, amounts, billing rates and salaries of said personnel performing services under this Agreement. Any costs incurred by the Consultant pertaining to interviews of prospective personnel, if any, are not billable to the Authority. When requesting salary or billing rate adjustments for one or more of its personnel, the Consultant shall submit his/her name, title, current direct hourly rate or billing rate, proposed new direct hourly salary or billing rate, resulting percentage increase, effective date and reason for the requested change, setting forth in detail any increased cost to the Consultant of providing the services under this Agreement which has given rise to the request for increased salary. For adjustments submitted after the effective date of this Agreement, the Authority will grant an increase only if the Consultant demonstrates compliance with all of the following conditions: that increases in salary, or partner's or principal's billing rate or amount, are a) in accordance with the program of periodic merit and cost of living increases normally administered by it, b) warranted by increased costs of providing services under this Agreement, c) based upon increases in salaries and billing rates which are generally applicable to all of Consultant’s clients and d) in accordance with the Authority’s salary rate increase policy for the current year for Authority employees possessing comparable skills and experience.