2-RFPDOC 6000001505.pdf

April 21, 2023

SUBJECT: REQUEST FOR PROPOSALS FOR PERFORMANCE OF EXPERT

PROFESSIONAL SMALL BUSINESS ENTERPRISE (SBE) PATH ORIGIN

AND DESTINATION SURVEY SERVICES AS REQUESTED ON A “CALL-

IN” BASIS DURING 2023-2028 (RFP# 6000001505)

Dear Sir or Madam:

The Port Authority of New York and New Jersey (the “Authority”) is seeking Proposals in response to this Request for Proposals (RFP) for a Consultant to provide expert professional SBE Port Authority Trans-Hudson Corporation (PATH) origin and destination survey services as requested on a “call-in” basis during 2023 through 2028.

The scope of services to be performed by you is 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.

PRE-PROPOSAL MEETING

A virtual Pre-Proposal Meeting will held virtually on Monday, May 1, 2023 from 11:00 A.M. to 12:00 P.M. and can be accessed via the following link: Click here to join the meeting

I. PROPOSER REQUIREMENT:

The Authority will consider only those firms who are able to demonstrate compliance with the following minimum qualification requirement:

A. Firm must have, at the time of Proposal submission, a minimum of two (2) years’ experience in origin and destination survey services of similar size and complexity to the contemplated services as stated in the Attachment A, in the past eight (8) years.

B. Firm must be certified as an SBE by the Authority prior to the proposal due date.

A determination that a Proposer meets the foregoing requirements 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.

II. PROPOSAL FORMAT REQUIREMENTS:

To respond to this RFP, the Proposer shall submit a concise Proposal in response to the following basic criteria:

A. To be acceptable, this Proposal shall be no more than 20 pages, using 12 point or greater font size, not including resumes. This page limit pertains only to Letters G and H in Section III, below. Each resume shall be a maximum of two pages, using 12 point or greater font size. The Proposal pages shall be numbered. The outermost cover of your submittal must be labeled to include the RFP Number and title as indicated in the “Subject” above, full legal name of your firm and your firm’s Port Authority Vendor ID number.

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If your firm is not a registered vendor with the Port Authority, please visit https://www.paprocure.com/irj/portal to create an account and receive a Port Authority Vendor ID number.

For further instructions for creating a Port Authority Vendor ID number and answers to frequently asked questions please visit:

https://www.paprocure.com/irj/servlet/prt/portal/prtroot/pcd!3aportal_content!2fcom.pan ynj.fld_Anonymous!2fcom.panynj.ivw_supp_registration_id.

B. Separate each section of the Proposal with a tab divider that is labeled in accordance with the letter of the requirements specified below in Section III.

C. In each submission to the Authority, the Proposer shall use its FULL LEGAL NAME WITHOUT ABBREVIATIONS. Failure to comply with requirement may lead to delays in contract awards and contract payments, which shall be the responsibility of the Proposer.

D. The Port Authority has transitioned to an entirely digital submission process for the receipt of proposals in response to this RFP using the Bonfire platform, located at the link below.

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 May 12, 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.

E. Interested Subconsultants are encouraged to add your firm to Port Authority certified Subconsultant’s list for this RFP using the following link: https://www.panynj.gov/port-authority/en/business-opportunities/solicitations-advertisements/professional-services.html. Prime proposers can access Subconsultants information by using the same link.

III. SUBMISSION REQUIREMENTS:

To respond to this RFP, provide the following information:

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A. In the front of your Proposal, provide a copy of Attachment B (Agreement on Terms of Discussion) signed by an officer of your company. If proposing as a joint venture, each firm in the joint venture must sign a copy of Attachment B.

B. Complete a copy of Attachment C (Company Profile).

C. Transmittal Letter

Submit the transmittal letter, on letterhead, signed by an authorized representative, demonstrating compliance with the aforementioned “Proposer Requirement” as noted in Section I above. For all projects referenced, include the name of the company, a contact person and current telephone number for verification purposes.

In addition, include a statement indicating whether the Proposer is proposing as a single entity, or as a joint venture.

1. If a common-law joint venture submits a proposal, all participants in the joint venture shall be bound jointly and severally and each participant shall execute the proposal. If a single-entity proposer cannot demonstrate that it meets all of the referenced qualifications, then the single-entity proposer may, with others, form a joint venture and request that the joint venture be deemed to be the Proposer (i.e., members of the joint venture may meet the qualification requirement collectively).

2. If the Proposer is a joint venture, the joint venture’s Proposal shall contain an executed teaming agreement or, alternatively, if the entities making up the joint venture proposer have not executed a teaming agreement, the joint venture’s proposal shall contain a summary of key terms of the anticipated agreement. If the joint venture proposer is a consortium, partnership or any other form of a joint venture, or an association that is not a legal entity, the proposal shall include a letter signed by each member indicating a willingness to accept joint and several liability until the point at which a corporation, limited liability company or other form of legal entity is formed for the purposes of undertaking the Agreement.

D. Provide the "multipliers" referred to in subparagraph 7A of the accompanying Standard Agreement, including a breakdown of said multiplier, indicating all of the multiplier’s components (e.g. vacation, holiday, sick pay, workers' compensation, office rent, insurance, profit).

E. Staff Qualifications and Experience In this section, detail the experience of key individuals (including subconsultant(s), if any) to be responsible for the successful completion of the contemplated services. Attach a detailed resume for each key individual that includes their relevant experience and specific areas of expertise. The resumes should contain their education, professional credentials and clearly identify the years of experience in the field related to the tasks for which the individual will be responsible.

F. Include the name(s), title(s) and hourly rate(s) that would be in effect at the start of the Agreement term for professional and technical personnel of the Prime Proposer who will be assigned to perform any services requested. 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,

- 4 -weekends and night work or union required payments must be included. Please use the provided attachment labeled “Exhibit I – Salary Schedule” as a template. Typical job titles may include, but are not limited to, the following:

1. Principal or Partner (Billing Rate)

2. Project Manager (Actual Hourly Rate)

2. Professional Personnel (Actual Hourly Rate)

3. Technical Personnel (Actual Hourly Rate)

G. Firm Qualifications and Experience

Identify the experience of your firm in providing services similar to those contemplated herein. Identify comparable services performed during the last eight (8) years, owners, contact information (for verification purposes), and indicate whether said projects were completed on schedule and within budget.

H. Technical Approach The extent to which the Proposer, and the managerial and supervisory personnel proposed to be dedicated to this program have experience in implementing and managing similar services in a similar environment using staff comparable in size to that necessary for the services to be provided.

I. Management Approach Provide your proposed management approach to performing the contemplated services.

Factors addressed in your management approach shall include, but are not limited to, your proposed approach to being responsive to the client’s needs, keeping the client apprised of the project status, and ensuring the quality of the work product. Prepare an organization chart for the contemplated services that identifies the key individuals, their titles, their firm and office address, their functions, task responsibility and reporting relationships, if any.

J. Your attention is directed to Paragraph 21 of the Agreement in which the Authority has stated the Minority Business Enterprises (MBEs) and Women-owned Business Enterprises (WBE) goals for participation in this program. In order to facilitate the meeting of these goals, the Consultant shall use every good faith effort to utilize subconsultants who are Authority-certified MBEs or WBEs to the maximum extent feasible. A listing of certified MBE/WBE firms is available at https://www.panynj.gov/port-authority/en/business-opportunities/supplier-diversity/directories-of-MWBE.html.

For each Task Order to perform work issued under this Agreement, the selected Consultant(s) shall submit to the Authority for review and approval prior to commencing any services, along with invoices, the Statement of Subcontractor Payments in the form of the MBE/WBE Participation Report (Form PA 3760C), which may be downloaded at https://www.panynj.gov/port-authority/en/business-opportunities/Vendor- Resources.html.

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

• Identification of MBE/WBEs: Provide the names and addresses of all MBE/WBEs included in the Plan. If none are identified, describe the process for selecting participant firms in order to achieve the good faith goals under this Agreement.

https://www.panynj.gov/port-authority/en/business-opportunities/supplier-diversity/directories-of-MWBE.html https://www.panynj.gov/port-authority/en/business-opportunities/supplier-diversity/directories-of-MWBE.html https://www.panynj.gov/port-authority/en/business-opportunities/Vendor-Resources.html

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• Level of Participation: Indicate the percentage of MBE/WBE participation expected to be achieved with the arrangement described in the Plan.

• Scope of Work: Describe the specific scope of work the MBE/WBEs will perform.

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

Subsequent to Agreement award, all changes to the MBE/WBE Participation Plan must be submitted via a modified MBE/WBE Participation Plan to the Manager for review and approval by OBDCR. For submittal of modifications to the MBE/WBE Plan, Consultants are directed to use form PA3760D. The Consultant shall not make changes to its approved MBE/WBE Participation Plan or substitute MBE/WBE sub-consultants or suppliers for those named in their approved plan without the Manager’s prior written ap-proval. Unauthorized changes or substitutions, including performance of work designated for a sub-consultant by the Consultant’s own forces, shall be deemed a violation of this section. Progress toward attainment of MBE/WBE participation goals set forth herein will be monitored by the Authority throughout the duration of the Agreement.

The Consultant shall also submit to the Project Manager, along with invoices, the Statement of Subcontractor Payments in the form of the MBE/WBE Participation Report, which may be downloaded at https://www.panynj.gov/port-authority/en/business-opportunities/Vendor-Resources.html. The Statement must include the name and business address of each MBE/WBE sub-consultant and supplier actually involved in the Agreement, a description of the work performed and/or the product or service supplied by each such subcontractor or supplier, the date and amount of each expenditure, and such other information as it may assist the Project Manager in determining the Consultant’s compliance with the foregoing provisions.

https://www.panynj.gov/port-authority/en/business-opportunities/supplier-diversity.html https://www.panynj.gov/port-authority/en/business-opportunities/supplier-diversity.html

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Prompt Payment/Retainage The Consultant agrees to pay each subconsultant under this Agreement, for satisfactory performance of its subcontract, no later than ten (10) days from the receipt of each payment the Consultant receives from the Authority. The Consultant agrees further to return retainage payments, if any, to each subconsultant within ten (10) days after the subconsultants’ work is satisfactorily completed. Any delay or postponement of payment from the above referenced timeframe may occur only for good cause following written approval of the Authority.

MBE/WBE Conditions of Participation MBE/WBE participation will be counted toward meeting the MBE/WBE agreement goal, subject to all of the following conditions:

1. Commercially Useful Function: An MBE/WBE is considered to perform a commercially useful function when it is responsible for the execution of a distinct element of work on a contract and carries out its responsibilities by actually performing, managing, and supervising the work involved in accordance with normal industry practice. Regardless of whether an arrangement between the Consultant and the MBE/WBE represents standard industry practice, if the arrangement erodes the ownership, control or independence of the MBE/WBE or in any other way does not meet the commercially useful function requirement, that firm shall not be included in determining whether the MBE/WBE goal is met and shall not be included in MBE/WBE reports. If this occurs with respect to a firm identified as a MBE/WBE, the Consultant will receive no credit toward the MBE/WBE goal and may be required to backfill the participation. An MBE/WBE does not perform a commercially useful function if its role is limited to that of an extra participant in a transaction or contract through which funds are passed in order to obtain the appearance of MBE/WBE participation. An MBE/WBE may rebut a determination by the Authority that the MBE/WBE is not performing a commercially useful function to the Authority.

2. Work Force: The MBE/WBE must employ a work force (including administrative and clerical staff) separate and apart from that employed by the Contractor, other Subcontractors on the Contract, or their Affiliates. This does not preclude the employment by the MBE/WBE of an individual that has been previously employed by another firm involved in the Contract, provided that the individual was independently recruited by the MBE/WBE in accordance with customary industry practice. The routine transfer of work crews from another employer to the MBE/WBE shall not be allowed.

3. Supervision: All work performed by the MBE/WBE must be controlled and supervised by the MBE/WBE without duplication of supervisory personnel from the Consultant, other subconsultants on the agreement, or their Affiliates. This does not preclude routine communication between the supervisory personnel of the MBE/WBE and other supervisors necessary to coordinate the work.

Counting MBE/WBE Participation The value of the work performed by an MBE/WBE, with its own equipment, with its own forces, and under its own supervision will be counted toward the goal, provided the utilization is a commercially useful function. An MBE/WBE prime contractor shall still provide opportunities for participation by other MBE/WBEs. Work performed by

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MBE/WBEs will be counted as set forth below. If the Authority determines that some or all of the MBE/WBEs work does not constitute a commercially useful function, only the portion of the work considered to be a commercially useful function will be credited toward the goal.

1. Subconsultants: One hundred percent (100%) of the value of the work to be performed by an MBE/WBE subconsultant will be counted toward the MBE/WBE goal. The value of such work includes the cost of materials and supplies purchased by the MBE/WBE, except the cost of supplies or equipment leased from the Consultant, other subconsultants or their affiliates will not be counted. When a MBE/WBE subcontracts part of the work of its contract to another firm, the value of the subconsultant work may be counted toward MBE/WBE goals only if the MBE/WBE subconsultant is itself a MBE/WBE. Work that a MBE/WBE subcontracts to a non-MBE/WBE firm does not count toward MBE/WBE goals.

2. Material Suppliers: Sixty percent (60%) of the expenditure to a MBE/WBE material supplier will be counted toward the MBE/WBE goal. Packagers, brokers, manufacturer’s representatives, or other persons who arrange or expedite transactions are not material suppliers within the meaning of this paragraph.

3. Broker’s/Manufacturer’s Representatives: One hundred percent (100%) of fees or commissions charged for assistance in the procurement of the materials and supplies, or fees for transportation charges for the delivery of materials or supplies provided by an MBE/WBE broker/manufacturer’s representative will be counted toward the MBE/WBE goal, provided they are determined by the Authority to be reasonable and not excessive as compared with fees or commissions customarily allowed for similar services. The costs of materials and supplies themselves will not be counted.

4. Services: One hundred percent (100%) of fees or commissions charged by an MBE/WBE for providing a bona fide service, such as professional, technical, consultant, or managerial services, or for providing bonds or insurance specifically required for the performance of the work will be counted toward the MBE/WBE goal, provided the fee is reasonable and not excessive as compared with fees customarily allowed for similar services.

5. Joint Venture: Joint ventures between MBE/WBEs and non-MBE/WBEs may be counted toward the MBE/WBE goal in proportion to the total dollar value of the Agreement equal to the distinct, clearly defined portion of the work of the contract that the MBE/WBE performs with its own forces. Contact OBDCR at (201) 395-3958 for more information about requirements for such joint ventures.

J. Provide a complete list of your firm’s affiliates.

K. If the Proposer or any employee, agent or subcontractor 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 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 Authority's determination regarding any question(s) of conflict of interest shall be final.

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Proposers are advised that, while not currently anticipated, nothing herein shall preclude the Authority from determining at a subsequent point in time during performance of the services contemplated hereunder that a circumstance gives rise to the existence of, or the appearance of, a conflict of interest, and thereby concluding that a firm(s) selected for performance of the subject services is/are expressly precluded from continuing the performance of the services and/or participating in other procurement opportunities for any project on which the firm has provided such services. Proposers are directed to Paragraph 34 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.

L. The selected Consultant(s) shall comply with the requirements of the Agreement. You should therefore not make any changes in this standard agreement, nor restate any of its provisions in your Proposal or supporting material.

IV. SELECTION PROCESS:

The qualifications-based selection shall take into consideration the following technical criteria (listed in order of importance) and subsequently cost, as appropriate:

A. qualifications and experience of the staff proposed to perform services hereunder;

B. qualifications and experience of the firm, including the quality of similar services provided to others including the demonstrated ability to complete the services in accordance with the project schedule;

C. technical approach of the firm proposes to perform the services; and

D. management approach to the performance of the contemplated services.

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

V. ADDITIONAL INFORMATION:

The Port Authority embraces a workplace where the values of diversity and inclusion support varying perspectives and backgrounds to produce a richer environment.

The Port Authority expects all our consultants, contractors and vendors, to demonstrate a similar commitment, and undertake every effort to ensure their project teams represent the diverse makeup of the communities in and around the Port District.

If your firm is selected for performance of the subject services, the agreement you will be asked to sign will include clauses entitled “Certification of No Investigation (Criminal Or Civil Anti- Trust), Indictment, Conviction, Debarment, Suspension, Disqualification and Disclosure Of Other Information” and “Non-Collusive Proposing, and Code Of Ethics Certification;

Certification Of No Solicitation Based On Commission, Percentage, Brokerage, Contingent or Other Fees.” By submitting a proposal, the Consultant shall be deemed to have made the certifications contained therein unless said Consultant submits a statement with its proposal explaining why any such certification(s) cannot be made. Such a submission shall be submitted

- 9 -in a separate envelope along with your proposal clearly marked “CERTIFICATION

STATEMENT.”

It is Authority policy that its consultants, contractors and vendors comply with the legal requirements of the States of New York and New Jersey. Your attention is therefore called to New York State’s requirements that certain consultants, contractors, affiliates, subcontractors and subcontractors’ affiliates register with the New York State Department of Taxation and Finance for the purpose of collection and remittance of sales and use taxes. Similarly, New Jersey requires business organizations to obtain appropriate Business Registration Certificates from the Division of Revenue of the State’s Department of the Treasury.

Proposers are also advised that additional vendor information, including but not limited to forms, documents and other related information, may be found on the Authority website at www.panynj.gov or https://www.panynj.gov/port-authority/en/business-opportunities/Vendor-Resources.html.

After a review of all proposals received, the Authority will forward two (2) copies of the Agreement and Attachment A thereto to the selected firm(s) who shall sign and return both copies. Signature shall be by a corporate officer. The return of one copy executed by the Authority will effectuate the Agreement.

Should you have any questions, please contact Jessica Smith, Solicitation Manager, at JLSmith@panynj.gov. All such correspondence must have your name, title, company, mailing address, telephone number, and state “RFP 6000001505” in the subject line. The Authority must receive all questions no later than 4:00 P.M. EST, seven (7) working days before the RFP due date.

Neither Ms. Smith, nor any other employee of the Authority is authorized to interpret the provisions of this RFP or accompanying documents or give additional information as to their requirements. If interpretation or additional information is required, it will be communicated by written addendum issued by the undersigned and such writing shall form a part of this RFP, or the accompanying documents, as appropriate. For RFP updates and Addenda, if any, Proposers are encouraged to access, and monitor, the Authority website at https://www.panynj.gov/port-authority/en/business-opportunities/solicitations-advertisements/professional-services.html. You should, therefore, monitor the advertisement on said website, as appropriate, to ensure you are aware of changes, if any.

Proposal preparation costs are not reimbursable by the Authority. The Authority shall have no obligation to a firm except under a duly authorized agreement executed by the Authority.

No rights accrue to any Proposer except under a duly authorized agreement for performance of the specified services.

The Authority reserves the right, in its sole and absolute discretion, to reject all Proposals, to undertake discussions and modifications with one or more Consultants, to waive defects in Proposals, and to proceed with that Proposal or modified Proposal, if any, which in its judgment will, under all the circumstances, best serve the public interest.

http://www.panynj.gov/ https://www.panynj.gov/port-authority/en/business-opportunities/Vendor-Resources.html mailto:JLSmith@panynj.gov https://www.panynj.gov/port-authority/en/business-opportunities/solicitations-advertisements/professional-services.html https://www.panynj.gov/port-authority/en/business-opportunities/solicitations-advertisements/professional-services.html

PERFORMANCE OF EXPERT PROFESSIONAL

ORIGIN AND DESTINATION SURVEY SMALL BUSINESS ENTERPRISE (SBE)

SERVICES AS REQUESTED

ON A "CALL-IN" BASIS DURING 2023-2028 FOR THE

PORT AUTHORITY TRANS-HUDSON CORPORATION

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://corpinfo.panynj.gov/pages/annual-reports/.

The Port Authority Trans-Hudson Corporation (PATH) operates a heavy rail rapid transit system that serves as the primary transit link between Manhattan and New Jersey’s Hudson and Essex Counties. PATH has 13 stations and operates 24 hours a day, seven days a week.

PATH operates five lines on weekdays (Monday to Friday) and two lines on weekends.

For weekday service: one line operates 24 hours, three lines operate from approximate 6:00 AM to approximately 11:00 PM, and one line operates from approximately 11:00 PM to approximately 6:00 AM. For weekend service, two lines operate 24 hours on Saturday and Sunday.

PATH also oversees and manages the Journal Square Transportation Center Bus Station (JSTC BS), located in Journal Square, Jersey City, NJ. The JSTC BS is a major connector to local transit operators including PATH. Given the proximity of PATH stations and the JSTC BS to desirable destinations, PATH is also a driver of regional economic development and serves as a transfer link to and from other regional transit providers.

The PATH Passenger Origin-Destination (O-D) Survey is an important data source for the demographics and travel characteristics of PATH passengers by entry station, day-of-week, time-of-day, and station origin-destination pair. The data obtained from the survey provides important inputs required to satisfy PATH’s reporting obligations to the Federal Transit Administration (FTA) and the Federal Railroad Administration (FRA) and is also used by PATH as input to internal studies and analysis. PATH has conducted several Passenger O- D surveys in the past with the latest survey being completed in 2018. The proposed PATH Passenger O-D Survey will build on the successes of the previous surveys and will add controls to improve the quality of the survey results.

II. SCOPE OF WORK

The services of the Consultant(s) shall generally consist of providing expert professional origin and destination surveys to support PATH' s strategic planning, business decisions, market research, federal mandates and Title VI compliance, and project development efforts. Tasks shall include performing O-D surveys throughout the PATH system, data collection and analyses, and preparing draft and final reports as required to document services performed, and presentations as required to document findings, recommendations.

Tasks to be performed by the Consultant(s) may include but not be limited to:

1. Meet with PATH staff and others as required to assist with developing the project scope.

http://corpinfo.panynj.gov/pages/annual-reports/

2. Coordinate facility visits with PATH’ s Project Manager (PM) prior to the commencement of the service(s) required hereunder.

3. Obtain information required to satisfy PATH reporting obligations to the FTA.

4. Determine demographics of PATH passengers, including but not limited to home location, household income and size, race, ethnicity, and language.

5. Determine usage of fare media type and fare product

6. Determine travel characteristics of PATH passengers by entry station, day-of-week, time-of-day, and station origin-destination pair, for current (surveyed) trip, including but not limited to trip purpose; trip origin; trip destination; boarding, transfer (where applicable) and exiting PATH stations, access and egress modes to/from PATH stations and trip frequency.

7. Determine station entry for prior trip on PATH.

8. Compile and analyze collected data. All data will be made available to PATH in specified format as per each individual task order. Field work will be collected as directed by PATH.

9. Submit deliverables (reports and presentations) to PATH in Draft format for review and comment. Incorporate PATH comments, as required, and resubmit as Final.

It is generally assumed that the PATH Passenger O-D survey will be an intercept survey conducted at PATH stations using tablet-based survey instruments. The Consultant may, however, propose alternative methods for administration of the survey.

II. DESCRIPTION OF CONSULTANT’S TASKS

TASK A: REVIEW OF RELEVANT PATH DATA REPORTS

It is expected that the methodology and survey questionnaire to be used for the PATH Passenger O-D Survey would allow for the comparison of the findings from the 2018 Passenger O-D Survey. In this regard, the Consultant shall review the 2018 PATH Passenger O-D Survey reports and, where applicable, identify areas for improvements to the methodology and/or questionnaire used in those surveys. The Consultant shall also review other relevant PATH reports, data and relevant information, (e.g.: PATH Monthly Ridership Report of station entries; PATH Average Hourly Turnstile Count Summary Report; PATH service maps and schedules; etc.) to learn about PATH rail service, transfer stations; station usage and ridership.

The Consultant may request copies of the 2018 PATH Passenger O-D Survey Report and its appendix from PATH.

TASK A: Minimum Required Deliverables Provide a Technical Memorandum describing the review of PATH data and previous survey questionnaire and report. The Technical Memorandum shall include but not be limited to a description of how the available PATH data would be used; and areas/issues identified from the previous survey report and questionnaire that would be potential candidates for improvements in the proposed 2023 surveys.

http://www.panynj.gov/path/statistics.html http://www.panynj.gov/path/statistics.html http://www.panynj.gov/path/maps-schedules.html

TASK B: Minimum Required Deliverables for Quality Assurance/Quality Control (QA/QC) Plan.

It shall be the Consultant’s responsibility to develop and implement quality control procedures to ensure data of a high quality is obtained from the study. The quality control procedures shall include not be limited to the conduct of the intercept surveys; supervision of field staff; methodology for tracking number of daily completes to ensure that the desired number is achieved in a timely manner; and data analysis.

TASK B: Minimum Required Deliverables

1. Provide a Technical Memorandum detailing the QA/QC Plan.

2. The Consultant shall also be required to provide interim updates on the implementation of the QA/QC plan and any issues affecting or which may affect data quality. These updates shall be included in each project meeting.

TASK C: SURVEY METHODOLOGY

The Consultant shall provide a detailed description of the survey methodology for each survey. This shall include but not be limited to the description of the sampling plan, how the sample size would be determined, and the media/method which would be used to administer the survey. The Consultant shall provide pros and cons for each selected survey method and comparison to other readily available methods, where applicable.

The sampling plan shall allow for the stratification of PATH customers by station of entry, day-of-week, time-of-day period, and station origin-destination pair. The population size shall be obtained from PATH observed passenger entry data and the time-of-day periods shall be as follows:

• weekdays AM peak period (7:00 AM-9:29 AM)

• weekdays midday period (9:30 AM-4:29 PM)

• weekdays PM peak period (4:30 PM-6:59 PM)

• weekdays other off-peak period (7:00 PM to 6:59 AM next day)

• Saturdays

• Sundays

The sample sizes should allow for 95% confidence that the stratified samples are representative of the travelling population at each entry station with a margin of error of +/-5%. The number of participants recruited for the surveys should be large enough to allow for non-response and incomplete responses.

TASK C: Minimum Required Deliverables Provide a Technical Memorandum detailing the survey methodology and sampling plan.

TASK D: DEVELOP SURVEY INSTRUMENTS

The Consultant shall collaborate with PATH in preparation of the survey questions. The survey questionnaire and report from the 2018 PATH Passenger O-D Survey shall be used as a reference and jumping-off point for the preparation of the survey questions for the 2023 PATH Passenger O-D Survey. The Consultant, in collaboration with PATH staff, shall provide improvements to the questions from the previous surveys and include additional survey questions, where necessary, to satisfy the objectives of the study.

It is assumed that the PATH Passenger O-D survey would be an intercept survey conducted at PATH stations using tablet-based survey instruments. In this regard, the Consultant shall be responsible for the provision and security of all the tablets required for the study.

The Consultant’s responsibility shall include but not be limited to acquiring the tablets for use during the study; installation of all software applications necessary to conduct the survey, including any necessary programming and provisioning of the survey questionnaire in the prescribed five languages; distribution of the tablets to the survey staff; and security of the tablet. The Contractor shall obtain adequate insurance to cover any loss or damage to tablets, or any injury resulting from the use of the tablets, for the duration of the contract.

TASK D: Minimum Required Deliverables

1. Provide the survey questionnaires to be used for the 2023 PATH Passenger O-D

Survey.

2. Demonstrate the use of the survey instruments on the tablets, in the prescribed five languages.

3. A technical memo detailing the development of the survey questionnaire.

TASK E: SURVEY ADMINISTRATION

Task E.1 Survey Implementation Plan:

The Consultant shall develop a plan for implementation of the surveys. The plan shall include how the surveys would be conducted and schedules for the pilot surveys and the main surveys. The plan shall also describe how the Consultant shall monitor the conduct of the survey including how the number of completes is monitored over time to ensure that the required sample sizes are satisfied by station, day-of-week, time-of-day and direction of travel. The Consultant shall conduct additional surveys, if necessary to meet the desired sample size, at no additional cost to PATH.

The Consultant shall request PATH permission to conduct a reconnaissance of PATH station platforms, fare areas and the JSTC-BT facilities. Requests shall be submitted in writing at least one week prior to the date of the Consultant’s planned activity at PATH facilities.

Task E.2 Written Permission and Security Clearance to Conduct Survey Activity:

The Consultant shall obtain written permission and security clearance from PATH to conduct any of the survey activities at PATH facilities. When requesting permission, the Consulting shall include the dates and full names of all survey personnel who will be interacting with PATH customers on PATH facilities. The Consultant shall also provide the phone number(s) of the person(s) supervising the onsite survey activities.

Task E.3 Recruitment and Training of Surveyors:

The contractor shall be responsible for the recruiting and training of the field staff who shall conduct the intercept survey. The contractor may request the use of PATH’s conference room facilities for conducting the training. The contractor shall coordinate with the PATH project manager to agree on a suitable date(s) and time(s) for accommodation of the training session(s).

Task E.4 Pilot Survey:

Prior to the main survey, the Consultant shall conduct a pilot survey to test the survey instruments and the survey procedures. The pilot tests shall be conducted in each of the survey languages. The Consultant shall, in collaboration with PATH, review the results of the pilot surveys and make any necessary adjustments to the survey instruments and survey procedures before the main survey is conducted.

Task E.5 Main Surveys:

The Consultant shall collect the survey data using the approved methods proposed in Task

3. The Consultant shall closely monitor the progress of the survey to ensure that the number of complete surveys satisfy the desired sample size and sample stratifications and are representative of in-bound and out-bound O-D trip pairs.

TASK E: Minimum Required Deliverables

1. Provide separate Technical Memoranda detailing the following:

o The survey implementation plan for both the pilot survey and the main survey.

o Training plan for survey field staff.

o Implementation and findings from the pilot surveys.

o Implementation of the main surveys, including any data collection issues.

o Provide datasets containing the data collected from the pilot survey.

o Provide weekly updates on the progress of the survey and the number of completes broken down by entry station, day-of-week, time-of-day, and O-D pair, with comparisons to the desired sample size. The weekly updates shall also include any identified or expected concerns that may impact the quality or quantity of the survey data collection and the steps that will be taken to address those issues.

TASK F: DATA TABULATION AND ANALYSIS METHODOLOGY

The Consultant shall describe how the survey data shall be tabulated, cleaned, weighted, and analyzed. The methodology shall describe how data quality and data integrity shall be maintained throughout the project from data collection to final analysis. The Consultant shall also provide dummy tabulations specifying table titles, field names and key performance variables that would be tabulated.

TASK F: Minimum Required Deliverables Provide a Technical Memorandum detailing the data tabulation and analysis methodology for each survey.

TASK G: DATA PROCESSING

The Consultant shall collect, process, and analyze the data. The Consultant shall deliver both the raw unprocessed data and the final processed data.

TASK G: Minimum Required Deliverables

1. Provide the raw unprocessed dataset from the pilot survey and the main survey.

2. Provide the final processed dataset from the main survey.

3. Provide data dictionary, and code book where applicable, for all data sets.

4. Provide any computer programming scripts, (e.g. SPSS scripts, Python script, etc.) used for data processing and analysis.

TASK H: REPORTING

Task H.1 Draft Final Report and Presentation The Consultant shall produce a Draft Final Report for review by PATH staff. The consultant shall also make a PowerPoint presentation of the key findings from the survey.

The Draft Final Report shall contain an Executive Summary, and all necessary tables, charts, appendices, and sections describing all aspects of the survey (including but not limited to survey methodology, questionnaire design, sampling, survey implementation and administration, data tabulation (weighted and unweighted), data weighting and data analysis) to allow the reader to clearly understand and interpret the contents of the report and the findings of the survey. The Consultant shall review the 2018 PATH O-D Survey Report and Appendix to be familiar of the depth of analysis and information that is expected for the reporting of the survey findings.

The Draft final report shall also include information in the following areas:

1. 2023 PATH Passenger O-D Survey:

o PATH customer demographics o PATH travel characteristics including: trip purpose; trip frequency; day-of-week, time-of-day of travel; origin and destination stations; access and egress modes;

payment type usage; origins and destinations; entry, exit stations and transfer stations; home location; entry station of prior trip on PATH.

o Lessons learnt that could be of benefit during the next PATH Passenger O-D survey.

Task H.2 Final Report The Consultant shall respond to comments made by PATH staff during the review of the Draft Final Report and produce a Final Report containing any necessary changes resulting from the comments from PATH staff.

TASK H Minimum Required Deliverables

1. For each progress meeting, provide a Progress Report detailing the project status.

2. Provide the Draft Final Report, Presentation and the associated PowerPoint presentation file, (within four weeks of completion of survey interviews).

3. Provide the Final Report, (within two weeks of receipt of PATH staff comments on the

Draft Final Report).

TASK I: PROGRESS MEETINGS AND PRESENTATION

The consultant shall organize and manage bi-weekly meetings with PATH staff to discuss project progress. Progress report technical memoranda shall describe the current status of the project compared to the approved project schedule. Progress report technical memoranda shall also include details about the work completed to date, work currently in progress, and issues or challenges, if applicable.

TASK I: Minimum Required Deliverables

1. For each progress meeting, provide a Progress Report detailing the project status.

2. Provide an updated progress schedule.

III. Additional Requirements

File Formats – Files shall be delivered in any of the following formats:

a. Data files:

o Microsoft Excel file formats: .xlsx; .xlsb o Comma Separated Value file format: .csv o SPSS file formats: .sav; .zsav

b. Report, technical memorandum and other text-based documents:

o Microsoft Word: docx o PDF Document format: .PDF

c. Presentation files:

o Microsoft PowerPoint: .pptx; .pptm

d. Computer Programming Scripts:

o Plain text files, with appropriate file extension.

o Jupyter Notebook files

IV. Use of Materials All reports, studies, data, analyses, etc. provided and produced in support of this project shall be the property of the Port Authority of New York and New Jersey and are not to be reproduced or utilized in any way for any purposes without the prior written consent of the Port Authority.

V. Project Management and Schedule:

Work on the project shall commence immediately upon receipt of PATH’s approval of the Consultant’s proposal. The Consultant shall create and maintain a Project Schedule showing planned and actual start and end dates and milestone dates for each task, each sub-task and each deliverable.

The consultant shall provide the contact details for their Project Manager. The Consultant’s Project Manager shall work with PATH’s Project Manager to facilitate the smooth and timely completion of all tasks. The consultant shall inform PATH within 24 hours of any staffing changes in the person identified as their Project Manager or any person in a key position that would impact the organization and/or delivery of the approved scope of services.

The Consultant shall obtain written permission and security clearance from PATH to conduct any of the survey activities at PATH facilities. When requesting permission, the Consulting shall include the dates and full names of all survey personnel who will be interacting with PATH customers on PATH facilities. The Consultant shall also provide the phone number of the person supervising the onsite survey activities.

All survey work must be completed by the end of May 2023.

VI. Quality Assurance/Quality Control:

As part of the proposal preparation effort, the Consultant shall prepare and submit a Quality Assurance and Control (QA/QC) Plan. This plan will include: (1) general (firm wide)

QA/QC policies and procedures; (2) a project-specific plan. Similar documents are required for each sub-Consultant that will be engaged in the study. The project-specific QA/QC plan will spell out how the Consultant will communicate with any sub-consultants and how their plans will be coordinated. At a minimum, the prime and sub-consultant QA/QC Plans shall include the following:

• A schedule of meetings to be conducted, both internally (including with any sub-consultants) and with PATH.

• A schedule of field inspections and supervision to be provided.

• A detailed description of any training that will be provided to the survey field staff.

PATH can assist the Consultant with accommodating the training at PATH’s JSTC facility.

• Details of how field supervisors will coordinate and communicate with field survey staff.

• The process for daily monitoring of the number of completed surveys by entry station, day-of-week , time-of-day, and station O-D pair to ensure that the desired sample sizes are obtained.

• The process for preventing, identifying and addressing any quality lapses or deficiencies at any stage in the project, such as to minimize the compromising of data and to prevent recurrence.

The Port Authority/PATH shall monitor the implementation of the Consultant(s) and sub-consultants’ QA/QC Plans and the consultant shall be required to provide documentation during the project that demonstrates that the QA/QC procedures are being followed.

VII. Task Order Request Minority Participation Clause:

MBE/WBE participation goals may be subject to change during the duration of this program and any options or extensions thereof. Any new participation goals determined by the Authority shall be applicable to and considered a part of the Agreements under this program.