2-RFPDOC 6000001846.docx

<FIRM NAME>

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REQUEST FOR PROPOSAL

PERFORMANCE OF EXPERT PROFESSIONAL MECHANICAL DESIGN SERVICES ON A “TASK ORDER BASIS” FOR A FOUR-YEAR TERM

RFP# 6000001846

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.

INSTRUCTIONS

The Authority is seeking Proposals from firms in response to the subject RFP for the performance of expert professional geotechnical design services as requested on a “task-order” basis in any, all, or combination of the following five mechanical design subsets A) Heating, Ventilation and Air Conditioning (HVAC), Plumbing and Fire Protection, and Central Heating and Refrigeration Plant (CHRP) Systems; B) Commissioning of Mechanical, Electrical and Plumbing/Fire Protection Systems; C) Vertical Transportation Systems; D) Fire/Smoke Management and Tunnel Ventilation; E) Aviation Fuel Systems (AFS) and Underground Fuel Storage Tanks (UST). 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, Thomas Lal, Tlal@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.

II. PRE-PROPOSAL MEETING

A virtual Pre-Proposal Meeting is scheduled on November 28, 2023 at 10:00 A.M. to 12:00 P.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 Thomas Lal at Tlal@panynj.gov

Event address for attendees:

Click here to join the meeting

III. PROPOSER REQUIREMENTS:

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

A. General Requirement for all of the below:

1. Proposer must provide a current copy of the Certificate of Authorization issued by the State of New York or New Jersey and proof of a professional engineer’s license in the State of New York or New Jersey. (Notification: As consideration for task order awards, a copy of the Certificate of Authorization will be required from the state(s) where work is being performed and work performed on interstate bridges or tunnels, that cross between the States of New York & New Jersey, an Engineer(s) of Record (EOR) is required to be licensed in both states. This requirement can be fulfilled by two separate individuals, one licensed in the State of New York and one licensed in the State of New Jersey; or preferably one individual licensed in both the State of New York and New Jersey.)

1. Firm shall have a minimum of three (3) licensed mechanical engineers on staff with a minimum of seven (7) years demonstrated experience performing comparable tasks as contemplated under the requested services in Attachment A, for large commercial and transportation facilities. A minimum of two (2) of the three (3) mechanical engineer’s must be located in the State of New York or New Jersey, preferably one from each state which, can be satisfied by Item 1 above.

B. Heating, Ventilation and Air Conditioning (HVAC), Plumbing and Fire Protection, and Central Heating and Refrigeration Plant (CHRP) Systems

1. Firm shall have a minimum of five (5) senior HVAC (heating, ventilation, and air conditioning) design engineers and two (2) senior plumbing/fire protection design engineers which, can include, the three (3) licensed mechanical engineers in Item 2 above so long as they meet the HVAC and/or plumbing/fire protection requirement, demonstrate a minimum of seven (7) years’ experience performing comparable tasks as contemplated under the requested services in Attachment A, for large commercial and transportation facilities.

2. Proposer must demonstrate a minimum of two (2) completed mechanical projects in the last ten (10) years performing design services in each of the below for large commercial and transportation facilities.

· HVAC - including commercial HVAC and custom air handling systems.

· Plumbing and fire protection systems for transportation facilities such as commercial buildings, roadways/bridges, tunnels, airports, ports, and/or railways.

· CHRP – chillers (at least 1,000 tons capacity), boilers (at least 500 HP capacity), cooling towers, and associated thermal distributions systems (TDS) with pumps.

C. Commissioning of Mechanical, Electrical and Plumbing/Fire Protection Systems

1. The firm must have at least three (3) commissioning engineers with a minimum of seven (7) years’ experience which, can include, the three (3) licensed mechanical engineers in Item A.2. above so long as they meet the commissioning experience requirement.

2. Proposer must demonstrate a minimum of two (2) completed mechanical projects in the last ten (10) years performing commissioning or retro-commissioning services in each of the below for large commercial and transportation facilities.

· HVAC - including commercial HVAC and custom air handling systems.

· CHRP chillers (at least 1,000 tons capacity), boilers (at least 500 HP capacity), cooling towers, and associated thermal distributions systems (TDS) with pumps.

· Plumbing/fire protection systems for transportation facilities such as commercial buildings, roadways/bridges, tunnels, airports, ports, and/or railways.

Vertical Transportation Systems

1. The firm must have at least five (5) individuals on staff who are vertical transportation engineers (designers) with a minimum of seven (7) years’ experience which, can include, the three (3) licensed mechanical engineers in Item A.2. above so long as they meet the vertical transportation system experience requirement.

2. Proposer must demonstrate a minimum of three (3) projects within the last ten (10) years of similar type work as contemplated under the requested services in Attachment A, demonstrating design experience in vertical transportation systems and vertical transportation equipment, including traction elevators, hydraulic elevators, escalators, and moving walkways based on the design guidelines published by the American Public Transit Association (APTA) for transportation facilities such as airport terminals, bus terminals, or commuter rail stations.

D. Fire/Smoke Management and Tunnel Ventilation

1. The firm must have at least five (5) individuals on staff who are fire/smoke management and tunnel ventilation engineers with a minimum of seven (7) years’ experience which, can include, the three (3) licensed mechanical engineers in Item A.2. above so long as they meet the fire/smoke management and tunnel ventilation experience requirement.

2. Proposer must demonstrate a minimum of three (3) projects within the last ten (10) years of similar type work as contemplated under the requested services in Attachment A, demonstrating design experience in fire/smoke management and tunnel ventilation, including smoke management systems for commercial buildings, transit stations and tunnels, smoke management systems modeling utilizing Subway Environmental Simulation Modeling (SES) and Computation Fluid Dynamics Modeling (CFD) for transportation facilities such as tunnels, airport terminals, bus terminals, or commuter rail stations.

E. Aviation Fuel Systems (AFS) and Underground Fuel Storage Tanks (UST)

1. The firm must have at least five (5) individuals on staff who are aviation fuel systems and underground fuel storage tanks engineers with a minimum of seven (7) years’ experience, which, can include, the three (3) licensed mechanical engineers in Item A.2. above so long as they meet the aviation fuel systems and underground fuel storage tank experience requirement.

2. Proposer must demonstrate a minimum of three (3) projects within the last ten (10) years of similar type work as contemplated under the requested services in Attachment A, demonstrating design experience in Aviation Fuel Systems and Underground Fuel Storage Tanks, including airport fuel distribution systems, hydraulic surge analysis and surge suppression systems, hydrant fueling systems, underground and above ground fuel storage tanks, major oil storage facilities (MOSF) for transportation facilities such as airports, bus terminals, or ports.

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.

IV. 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 19, 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 MECHANICAL DESIGN SERVICES ON A “TASK ORDER BASIS” DURING A FOUR-YEAR TERM

RFP# 6000001846

[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 - MECHANICAL 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).

|_| HVAC/Plumbing and Fire Protection/CHRP |_| Commissioning |_| Vertical Transportation Systems |_| Fire/Smoke Management |_| AFS/UST 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 MECHANICAL 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 - Mechanical Engineering unit provides integrated mechanical design solutions from concept to completion including condition assessments, studies, estimating, energy and life-cycle analysis, construction documents, staging, and

II. SCOPE OF WORK

The services of the Consultant shall generally consist of, but not limited to, mechanical design services.

All Staff must have the ability to obtain Secure Worker Access Consortium (SWAC) and pass any potential security and/or background checks which may be required for facility access to secure areas.

The services of the Consultant shall generally consist of, but not limited to:

A. Heating, Ventilation and Air Conditioning (HVAC), Plumbing and Fire Protection, and Central Heating and Refrigeration Plant (CHRP) Systems Field investigating and documenting existing conditions, preparing design concepts, preparing contract drawings, technical specifications, and construction cost estimates for a wide variety of heating, ventilation, and air conditioning (HVAC), plumbing and fire protection, and CHRP projects such as, but not limited to:

1. Modifying and upgrading existing systems to meet new requirements at various facilities.

2. Designing new systems for various facilities.

B. Commissioning of Mechanical, Electrical and Plumbing/Fire Protection Systems Performing Commissioning and Retro-Commissioning efforts for mechanical, electrical, and plumbing/fire protection systems for heating, ventilation, and air conditioning (HVAC), central heating and refrigeration plant (CHRP), plumbing and fire protection, automatic controls, communications (Data/Telecommunications), audio/visual, electrical power projects such as, but not limited to:

A. Modifying and upgrading existing systems at various facilities.

B. Installing new systems for various facilities.

C. Retro-Commissioning existing systems that have been completed.

Services are required during the design, construction, and acceptance phases of projects.

C. Vertical Transportation Systems Field investigating and documenting existing conditions, preparing design concepts, preparing contract drawings, technical specifications, and construction cost estimates for a wide variety of vertical transportation systems (elevators, escalators and moving walkways) projects such as, but not limited to:

1. Modifying and upgrading existing vertical transportation systems to meet new requirements at various transportation facilities.

2. Designing new vertical transportation systems for various transportation facilities.

D. Fire/Smoke Management and Tunnel Ventilation Field investigating and documenting existing conditions, preparing design concepts, preparing contract drawings, technical specifications, and construction cost estimates for a wide variety of fire/smoke management systems and tunnel ventilation projects such as, but not limited to:

1. Modifying and upgrading existing fire/smoke management systems and tunnel ventilation systems to meet new requirements at various transportation facilities.

2. Designing new fire/smoke management systems and tunnel ventilation systems for various transportation facilities.

E. Aviation Fuel Systems and Underground Fuel Storage Tanks Field investigating and documenting existing conditions, preparing design concepts, preparing contract drawings, technical specifications, and construction cost estimates for a wide variety of aviation fuel systems and underground fuel storage tanks projects such as, but not limited to:

1. Modifying and upgrading existing aviation fuel systems and underground fuel storage tanks to meet new requirements at various transportation facilities.

2. Designing new aviation fuel systems and underground fuel storage tanks for various transportation facilities.

Task Orders for any of the subsets above may require additional proposer requirements including, but not limited to:

A. Firm shall consist of five (5) or more or Mechanical engineers.

B. Must have own field equipment such as ladders, etc.

C. Firms shall have one (1) or more mechanical engineers who can attend a meeting at PA offices at 4 WTC or the project site within 24 hours’ notice.

D. Staff must have a valid driver’s license.

E. Consultant must have draftspersons with AutoCAD experience (this may be fulfilled by subconsultant(s)).

F. As consideration for task order awards on work performed on interstate bridges and tunnels, that cross between the state of NY and NJ, an Engineer of Record (EOR) is required to be licensed in the state where the work is being performed. This can include two (2) separate individuals, one licensed in the state of NY and one licensed in the state of NJ; or preferably the EOR licensed in both the state of NY and NJ.)

G. Demonstrate a minimum of two (2) projects of smoke management system design for transit railway tunnels and stations in compliance with NFPA 130 Standard entitled “Standard for Fixed Guideway Transit and Passenger Rail Systems” and for road tunnels in compliance with NFPA 502 Standard entitled “Standard for Road Tunnels, Bridges, and Other Limited Access Highways”.

H. Demonstrate a minimum of two (2) projects of airport fuel distribution systems and MOSF design in compliance with the NFPA 407 “Standard for Aircraft Fuel Servicing” and American Petroleum Institute (API) Standard 650 “Welded Tanks for Oil Storage”.

III. DESCRIPTION OF CONSULTANT’S TASKS

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

A. GENERAL (APPLICABLE TO ALL SECTIONS BELOW EXCEPT COMMISSIONING):

A. Field Inspections/Site visits/visual inspections B. Project Scoping C. Preliminary Design, including various options considered. Report preparation, documentation, and recommendations for corrective measures. Review available as-built drawings.

D. Construction and Engineering Budget Estimating E. Technical Specification Preparation F. Detailed Construction Cost Estimating G. Contract Drawing Preparation H. Engineering Investigations / Feasibility Studies I. Construction Support Services, to address field conditions, contractor substitutions, and technical support to Authority resident engineer’s office, during construction. Review and approval of Contractor’s submittals including deferred design elements.

J. Construction Scheduling K. Compliance with Port Authority Sustainable and Climate Resilience Design Guidelines L. Code Analysis B. HEATING, VENTILATION AND AIR CONDITIONING (HVAC), PLUMBING AND FIRE PROTECTION, AND CENTRAL HEATING AND REFRIGERATION PLANT (CHRP) TASKS

1. Energy Modeling

2. Stress Analysis

C. COMMISSIONING OF MECHANICAL, ELECTRICAL, AND PLUMBING/FIRE PROTECTION TASKS

A. General:

1. Attend Meetings

2. Perform Field Inspections

3. Develop Project Scoping of Commissioning B. Design Phase:

1. Review the following:

a. Basis of Design Document

b. Design Intent Document

c. Design Drawings for Operation and Maintenance (O&M) Issues

d. Design for single point failure analysis

e. Compliance with Port Authority Sustainable and Climate Resilience Design Guidelines

2. Prepare the following:

a. Commissioning Plan Document

b. Commissioning specifications C. Construction Phase:

1. Implement Commissioning Plan for all Phases

2. Review Submittals as required

3. Prepare and monitor Installation Check List(s) for completion

4. Perform O&M Documentation Review

5. Conduct a review of Operator Training Plan Specifications

6. Witness factory testing

7. Coordination of schedule for testing/inspection and other required procedures for the commissioning of Mechanical, Electrical and Plumbing/Fire Protection Systems with Construction Division D. Acceptance Phase:

1. Perform functional checks

2. Perform efficiency and capacity checks

3. Conduct performance testing

4. Prepare O&M Documentation using text, CADD diagrams, and graphics, and photographs. O&M Training Manuals shall include, but not limited to, descriptions of the following:

a. Mechanical, Electrical, Plumbing, and Fire Protection Systems.

b. All Operating Procedures for Mechanical, Electrical, Plumbing, and Fire Protection Systems.

c. All Safety Procedures for Mechanical, Electrical, Plumbing, and Fire Protection Systems.

d. All Periodic Maintenance Procedures

e. All Procedures for System Troubleshooting

f. Appendices for abbreviations, electrical/mechanical symbols, references, and manufacturer’s information.

g. Training shall include, but not limited to:

1) Instructions for facility Operations and Maintenance staff

2) Demonstration of equipment operation and maintenance

3) Training Plan, Schedule, and Materials

5. Review and verify O&M Documentation and Training for retro-commissioning

6. Witness and recommend approval of all performance tests

7. Coordinate retesting as necessary until satisfactory performance is achieved.

8. Prepare Commissioning Report

D. VERTICAL TRANSPORTATION SYSTEMS TASKS

A. Performance testing and commissioning of elevators, escalators, and moving walkways.

B. Operation and Maintenance requirements for elevators, escalators, and moving walkways.

E. FIRE/SMOKE MANAGEMENT AND TUNNEL VENTILATION TASKS

A. Smoke management systems modeling utilizing Subway Environmental Simulation Modeling (SES) and/or Computation Fluid Dynamics Modeling (CFD).

B. Engineering Analysis and basis of design.

F. AVIATION FUEL SYSTEMS AND UNDERGROUND FUEL STORAGE TANKS TASKS

A. Existing and future aviation fueling demand analysis for airports including pipe sizing calculations.

B. Aviation fuel storage and uplift capacity, cathodic protection, and surge suppression 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.

V. CONDITIONS AND PRECAUTIONS

A. General 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.

AGREEMENT # ***-**-***

DATE

FIRM

ADDRESS

CITY, ST ZIP

Attention: CONTACT, TITLE

Attention: CONTACT, TITLE

SUBJECT: PERFORMANCE OF EXPERT PROFESSIONAL MECHANICAL 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.