4-Addendum2 6000002152.pdf

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

May 20, 2024

SUBJECT: REQUEST FOR PROPOSALS FOR THE PERFORMANCE OF EXPERT

PROFESSIONAL PORT PLANNING AND MARINE INFRASTRUCTURE

DEVELOPMENT - ASSET MANAGEMENT SERVICES AS REQUESTED

ON A “TASK ORDER” BASIS FOR A FOUR-YEAR TERM (RFP#

6000002152) – ADDENDUM #2

Dear Sir or Madam:

The Port Authority of New York and New Jersey (the Authority) hereby amends the subject Request for Proposals as follows:

In the Attachment A, delete Section II, Scope of Services, in its entirety and replace with the following:

“The Consultant(s) will provide specialized asset management services aimed at enhancing the operational efficiency and longevity of port assets. Services will include, but are not limited to, conducting environmental regulatory compliance analyses, providing expertise in maintenance management systems, developing asset management strategies, and supporting the implementation of asset maintenance and performance monitoring systems. All documents prepared by the Consultant will be subject to the Authority's review and must incorporate the Authority's feedback as appropriate.

A. Asset Management

All documents prepared by the Consultant shall be subject to the Authority’s review, and incorporation of the Authority’s comments by the Consultant as appropriate, or as otherwise required.”

The following are questions from a Request for Proposals (RFP) recipients. The questions and the corresponding Port Authority of New York and New Jersey (the Authority) answers are provided for your information and use, as appropriate.

Question #1: Is the Authority able to provide the presentation from the May 16, 2024, pre-proposal meeting?

Answer #1: The Authority has attached the subject pre-proposal meeting’s presentation for your reference.

Question #2: For Asset management/Maximo, will you be upgrading to MAS?

Answer #2: Yes, we are upgrading to the Maximo Application Suite (MAS).

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Question #3: Does the scope of the asset management contract include implementation/configuration of Maximo or just data and use?

Answer #3: The contract covers support for the implementation efforts of Maximo but does not include system configuration.

The date for receipt of proposals for the subject RFP remains 2:00 P.M. on May 31, 2024.

If you have any questions, please contact Ms. Courtney R. Eddington at ceddington@panynj.gov.

mailto:ceddington@panynj.gov

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REQUEST FOR PROPOSALS FOR THE PERFORMANCE OF EXPERT

PROFESSIONAL PORT PLANNING AND MARINE INFRASTRUCTURE

DEVELOPMENT - ASSET MANAGEMENT SERVICES AS REQUESTED ON A

“TASK ORDER” BASIS FOR A FOUR-YEAR TERM RFP# 6000002152

Pre-Proposal Attendance Sheet from May 16, 2024

Organization Email

Carlos Maestre Carlos.Maestre@mottmac.com Dinesh Patel dpatel@haiderengineering.com Balachandra Sudarshan BSudarshan@chasolutions.com Michael Nutt mnutt@jfc-associates.com Nicholas Canonico ncanonico@nova-consulting.com Matthew McCarty Matthew.McCarty@stantec.com Patrick Monahan pmonahan@moffattnichol.com Andrew Thomas ThomasAS@bv.com Ellie/FRsix Vijay Agrawal vijay.agrawal@bowman.com Wayne Francisco Wayne.Francisco@ghd.com Matthew Boone mboone@clango.com Yerandy Pacheco Yerandy.Pacheco@jacobs.com Max Schwartz max.schwartz@hatch.com Allison Sourbeer asourbeer@deloitte.com Mark Faeth MFaeth@moffattnichol.com Luke Caruana Jasneet Kaur jaskaur@deloitte.com Darwin Desen Darwin.Desen@wsp.com Omer Rizwan (Inventiva Consulting) Amanda Grier AGrier@marinetiger.com Scott Yates Scott.Yates@woolpert.com Larissa James Larissa.James@wsp.com Denielle Grennon dgrennon@bartonandloguidice.com Jack Buchsbaum Jack.Buchsbaum@wsp.com Sulin Carling scarling@hraadvisors.com Wayne Faulkner WFaulkner@jmt.com Kristen Page kpage@geiconsultants.com Astrid Perez astrid.perez@hatch.com Cynthia Metzler cynthia.metzler@hatch.com Tory Hessling Tory.Hessling@hdrinc.com Dylan Mort Dylan.Mort@aecom.com Duncan Kopp Duncan.Kopp@jacobs.com Tim Kelly timkelly4@deloitte.com Lincoln T. Satkunarajah lincoln@jpclengineering.com mailto:Carlos.Maestre@mottmac.com mailto:dpatel@haiderengineering.com mailto:BSudarshan@chasolutions.com mailto:mnutt@jfc-associates.com mailto:ncanonico@nova-consulting.com mailto:Matthew.McCarty@stantec.com mailto:pmonahan@moffattnichol.com mailto:ThomasAS@bv.com mailto:vijay.agrawal@bowman.com mailto:Wayne.Francisco@ghd.com mailto:mboone@clango.com mailto:Yerandy.Pacheco@jacobs.com mailto:max.schwartz@hatch.com mailto:asourbeer@deloitte.com mailto:MFaeth@moffattnichol.com mailto:jaskaur@deloitte.com mailto:Darwin.Desen@wsp.com mailto:AGrier@marinetiger.com mailto:Scott.Yates@woolpert.com mailto:Larissa.James@wsp.com mailto:dgrennon@bartonandloguidice.com mailto:Jack.Buchsbaum@wsp.com mailto:scarling@hraadvisors.com mailto:WFaulkner@jmt.com mailto:kpage@geiconsultants.com mailto:astrid.perez@hatch.com mailto:cynthia.metzler@hatch.com mailto:Tory.Hessling@hdrinc.com mailto:Dylan.Mort@aecom.com mailto:Duncan.Kopp@jacobs.com mailto:timkelly4@deloitte.com mailto:lincoln@jpclengineering.com

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Andrew Cairns Andrew.Cairns@mottmac.com Alice Cheng (Cheng Solutions) Monika Narasimhan monika.narasimhan@hatch.com Andrew Ardrey Andrew.Ardrey@jacobs.com Jason Brock jasbrock@deloitte.com Kristyl Horton KHorton@marinetiger.com Jeanefer Abonitalla jabonitalla@infiniteconsultingcorp.com Rachelle Sarmiento rachelle.sarmiento@hatch.com Jeffrey Stoicescu jstoicescu@Langan.com Ryan White Ryan.White@jacobs.com Kevin Oh kevoh@deloitte.com Aine O'Dwyer aodwyer@enovateengineering.com Kimberly Wu Kwu@langan.com Stephen Tokos Stephen.Tokos@jacobs.com Kelly Giblin kelly.giblin@railpros.com Maki Onodera Maki.Onodera@jacobs.com Harrison Antognioni Harrison.Antognioni@wsp.com Mina Saleh msaleh@entech.nyc Ahmed Ismail Ahmed.Ismail2@wsp.com Amy Pokora Amy.Pokora@aecom.com Daniel Ramos Daniel.Ramos@woolpert.com Lindsay O'Hara LOHara@trccompanies.com Russ Dudley Bob Leitch Bob.Leitch@Woolpert.com Stirling Moore Stirling.Moore@aecom.com Levon Whyte Levon.Whyte@aecom.com Syed Haider Joshua Nelson joshua.nelson@hatch.com Danielle Hartman Danielle.Hartman@arup.com Davinder Kaur Davinder.Kaur@aecom.com Laura Andres Laura.Andres@jacobs.com William Hatheway whatheway@deloitte.com Nicole P. Ware nware@MSImarinesolutions.com mailto:Andrew.Cairns@mottmac.com mailto:monika.narasimhan@hatch.com mailto:Andrew.Ardrey@jacobs.com mailto:jasbrock@deloitte.com mailto:KHorton@marinetiger.com mailto:jabonitalla@infiniteconsultingcorp.com mailto:rachelle.sarmiento@hatch.com mailto:jstoicescu@Langan.com mailto:Ryan.White@jacobs.com mailto:kevoh@deloitte.com mailto:aodwyer@enovateengineering.com mailto:Kwu@langan.com mailto:Stephen.Tokos@jacobs.com mailto:kelly.giblin@railpros.com mailto:Maki.Onodera@jacobs.com mailto:Harrison.Antognioni@wsp.com mailto:msaleh@entech.nyc mailto:Ahmed.Ismail2@wsp.com mailto:Amy.Pokora@aecom.com mailto:Daniel.Ramos@woolpert.com mailto:LOHara@trccompanies.com mailto:Bob.Leitch@Woolpert.com mailto:Stirling.Moore@aecom.com mailto:Levon.Whyte@aecom.com mailto:joshua.nelson@hatch.com mailto:Danielle.Hartman@arup.com mailto:Davinder.Kaur@aecom.com mailto:Laura.Andres@jacobs.com mailto:whatheway@deloitte.com mailto:nware@MSImarinesolutions.com

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Atena Vladu avladu@Langan.com Kareem Jarrah kareem.jarrah@aecom.com Brian Craine bcraine@mnwe.com John Connell john@jfc-associates.com Gary Bacon gbacon@langan.com Peter Zipf peter.zipf@hdrinc.com Mike Tsakaloyannis MTsakaloyannis@chasolutions.com Raim Izhar rizhar@siengineering.com Stephanie Finch Anna Hu Julie Macarthur Julie.Macarthur@wsp.com Brittany Santora BSantora@jmt.com Marcia Shapiro mshapiro@marinetiger.com Joe North Monica Hatcher Monica.Hatcher@jacobs.com Scott Mills RSMills@trccompanies.com Marc Hoecker Marc.Hoecker@wsp.com Kevin Leck KLeck@lumenorconsulting.com Paul Gater PGater@lumenorconsulting.com Andrew Silverman ASilverman@infiniteconsultingcorp.com Shahbaz Subi Koppula Subi.Koppula@wsp.com Ernesto Larrazabal ELarrazabal@chasolutions.com Aneesh Karlekar Aneesh.Karlekar@aecom.com Peter Gerbasi GerbasiP@LiRo-Hill.com Brian Stobbie Brian.Stobbie@aecom.com Lew Morgan Lew.Morgan@jacobs.com Kirtan Stoute Lucas Caruana Joseph Gurskis Joe.Gurskis@wsp.com Jessica Tippin jessica.tippins@wsp.com Alan Meyers Alan.Meyers@wsp.com Tara Martin Tara.Martin@wsp.com Ryan Hall mailto:avladu@Langan.com mailto:kareem.jarrah@aecom.com mailto:bcraine@mnwe.com mailto:john@jfc-associates.com mailto:gbacon@langan.com mailto:peter.zipf@hdrinc.com mailto:MTsakaloyannis@chasolutions.com mailto:rizhar@siengineering.com mailto:Julie.Macarthur@wsp.com mailto:BSantora@jmt.com mailto:mshapiro@marinetiger.com mailto:Monica.Hatcher@jacobs.com mailto:RSMills@trccompanies.com mailto:Marc.Hoecker@wsp.com mailto:KLeck@lumenorconsulting.com mailto:PGater@lumenorconsulting.com mailto:ASilverman@infiniteconsultingcorp.com mailto:Subi.Koppula@wsp.com mailto:ELarrazabal@chasolutions.com mailto:Aneesh.Karlekar@aecom.com mailto:GerbasiP@LiRo-Hill.com mailto:Brian.Stobbie@aecom.com mailto:Lew.Morgan@jacobs.com mailto:Joe.Gurskis@wsp.com mailto:jessica.tippins@wsp.com mailto:Alan.Meyers@wsp.com mailto:Tara.Martin@wsp.com

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Bill Gilroy Bill.Gilroy@stantec.com Wes Dortch Wes.Dortch@hdrinc.com Erin Gehan egehan@Dewberry.com Jack M. Koban (Baton Rouge) Jack.Koban@Worley.com Muhammad Izhar mizhar@siengineering.com mailto:Bill.Gilroy@stantec.com mailto:Wes.Dortch@hdrinc.com mailto:egehan@Dewberry.com mailto:Jack.Koban@Worley.com mailto:mizhar@siengineering.com

PERFORMANCE OF EXPERT PROFESSIONAL PORT

PLANNING AND MARINE INFRASTRUCTURE

DEVELOPMENT

GENERAL PORT SERVICES (RFP #6000002130)

ASSET MANAGEMENT SERVICES (RFP #6000002152)

ENVIRONMENTAL ENGINEERING, PLANNING, ANALYSIS AND STAKEHOLDER

ENGAGEMENT SERVICES (RFP #6000002153)

RAIL FACILITY PLANNING, OPERATION, AND MAINTENANCE SERVICES (RFP #6000002154)

REAL ESTATE AND INDUSTRIAL REAL ESTATE PLANNING AND ANALYSIS SERVICES (RFP

#6000002156

Pre-Proposal Presentation to Certified Firms

May 16, 2024 – 2:00 P.M.

*For Information Purposes Only. Requests for Proposals will supersede any information included in this presentation.*

WELCOME & OVERVIEW

Courtney R. Eddington, Solicitation Manager

AGENDA

Welcome – Courtney R. Eddington, Solicitation Manager | Procurement

Office of Diversity, Equity & Inclusion – Alex Rollison, Manager , Project Planning & Development | Office of Diversity, Equity, and Inclusion

Scope of Service Highlights – Lance Baker, Senior Project Manager | Port Department

Insurance Requirements – Rita Maquieira, Risk Analyst, Treasury | Risk Financing

Procurement Process – Courtney R. Eddington, Solicitation Manager | Procurement

Q&A

OFFICE OF DIVERSITY, EQUITY AND

INCLUSION

Alex Rollison, Manager | Project Planning & Development

OFFICE OF DIVERSITY, EQUITY & INCLUSION

Department Overview

BUSINESS DIVERSITY WORKFORCE DIVERSITY

& EEO COMPLIANCE

• Capacity Building

• Certification

• Compliance Review

• Employee Experience

• Equal Employment Opportunity

• Workforce Diversity, Equity & Inclusion

PERFORMANCE

REPORTING & POLICY

OVERSIGHT

• Performance Reporting & System Support

• Civil Rights Compliance

• Policy, Process & Procedures

CERTIFICATION PROGRAMS

At the Port Authority of NY & NJ, we believe that our operations should reflect the diversity of our community. Our Board enacted the following participation goals:

20% Minority-owned business enterprises (MBE) 10% Women-owned business enterprises (WBE) 3% Service-disabled Veteran-owned businesses (SDVOB)

Specific ACDBE/DBE goals for federally assisted contracts are set in accordance with federal regulations.

M/WBE

SDVOB

ACDBE/DBE

SBE

Eligibility Criteria for Certification

MWBE

• 51% owned and managed by Minority or Women Owner(s) who are citizen or permanent residents

• Make critical day to day decisions

• Capital contribution are real and substantial and continuing

• Valid for 5 years

• Needs to be in business for at least one year

SDVOB

• 51% owned and managed by Service- Disabled Veteran Owner(s)

• Letter or documentation issued by Veteran Affairs showing SDVOB status

• Principal place of business or significant presence in NY & NJ

Efforts to Achieve Good Faith Effort Submit participation plans with the RFP response or bid, as required by the contract.

Create participation plans that provide meaningful opportunities for MBE/WBE/SDVOBs across the full spectrum of the project across all phases of the project, and categories of work and contracting tiers

Develop contracting packages that are commensurate with capacity of the preponderance of the available pool of MBE/WBE/SDVOBs

Encourage the formation of joint ventures, partnerships or similar arrangements among subcontractors, as required to achieve the participation goals

Efforts to Achieve Good Faith Effort (cont’d) Ensure diversity within diversity in all areas of work and tiers (professional services, goods & operational services, and construction)

Establish transparent processes for pre-qualifying and selecting firms

After selecting MBE/WBE/SDVOB partners, ensure their engagement in conceptual design, project planning, means and methods and other types of program planning strategy meetings, related to their role in the project

Provide business capacity building support through financial services, technical guidance and trainings, and business services support, as appropriate

Conduct business affairs with MBE/WBE/SDVOB partners in accordance with PANYNJ's standards, including within our supplier code of ethics, prompt payment protocols, etc.

CERTIFICATION RESOURCES

• PA Website: www.panynj.gov/supplierdiversity

• Certification and to search for certified firms: https://panynj.diversitysoftware.com

• Certification Hotline: 212-435-7888

• Cert Help email: certhelp@panynj.gov

• We encourage firms seeking certification to also register with Procurement at www.paprocure.com to be considered for business opportunities http://www.panynj.gov/supplierdiversity https://panynj.diversitysoftware.com/ mailto:CertHelp@panynj.gov http://www.paprocure.com/

SCOPE OF SERVICES

Lance Baker, Senior Project Manager

Scope of Services Port On Call Consultant Services

Background: The Port of New York and New Jersey, the largest on the U.S. East Coast and second-largest in the nation, handled 7.8 million TEUs in 2023. Serving as a critical gateway to North America's largest consumer market, it stands as a vital multimodal transportation hub.

General Port Services: Advancing port infrastructure and operational capabilities.

Rail Facility Planning, Operation, and Maintenance: Enhancing rail logistics and infrastructure.

Environmental Engineering, and Planning: Environmental resilience and innovative sustainability solutions.

Asset Management: Optimizing the lifespan and efficiency of port assets.

Real Estate: Strategic real estate development and management.

14 *REQUEST FOR PROPOSALS WILL SUPERSEDE ANY INFORMATION INCLUDED IN THIS PRESENTATION.*

General Port Services

• Advance port development with updated planning studies and recommendations.

• Design terminal layouts and perform capacity modeling for optimized operations.

• Prepare conceptual designs for new terminals and update market and economic analyses.

• Enhance cargo handling efficiency and engage with regulatory bodies and communities for integrated development.

• Perform detailed analyses on traffic, environmental impacts, and facility upgrades to support sustainable expansion.

*REQUEST FOR PROPOSALS WILL SUPERSEDE ANY INFORMATION INCLUDED IN THIS PRESENTATION.*

Rail Facility Planning, Operation, and Maintenance

• Develop and update designs for rail facility upgrades, focusing on operational efficiency.

• Review and enhance maintenance practices and strategies for future growth.

• Analyze rail operations to integrate new technologies and optimize throughput and market positioning.

• Provide detailed CAD plans for infrastructure projects, focusing on turnout geometry and operational efficiency.

Environmental Engineering and Sustainability

• Survey and plan infrastructure improvements with an emphasis on sustainability.

• Explore renewable energy applications and pilot new environmental technologies.

• Conduct sustainability analyses and engage stakeholders to promote environmental initiatives.

• Develop and implement strategies for decarbonization and resiliency in maritime and transportation sectors.

Asset Management

• Environmental Compliance: Ensure asset management activities meet regulatory requirements.

• CMMS Expertise: Provide expertise on systems like Maximo 7.6 for efficient maintenance management.

• Asset Management Goals: Develop and administer strategies focused on improving the lifecycle management of port assets.

• Infrastructure Oversight: Monitor and manage asset conditions and performance to ensure optimal functionality.

• Maintenance Management: Coordinate improvement initiatives and manage planning, scheduling, and cost controls to enhance reliability and performance of assets.

18 *REQUEST FOR PROPOSALS WILL SUPERSEDE ANY INFORMATION INCLUDED IN THIS PRESENTATION.*

Real Estate and Industrial Real Estate Planning and Analysis

• Market Analysis and Support: Conduct industrial real estate analyses, including site-specific evaluations for strategic development.

• Facility Design and Leasing: Develop conceptual designs and innovative lease methodologies to maximize property utilization.

• Site-Specific Analysis: Assess traffic, environmental impacts, and zoning requirements to support development decisions.

• Advisory Services: Provide maritime-related business opportunity evaluations, competitive benchmarking, and financial analyses to guide real estate decisions.

• Best Practices Development: Craft and refine lease structures and other practices to maintain competitiveness and compliance.

19 *REQUEST FOR PROPOSALS WILL SUPERSEDE ANY INFORMATION INCLUDED IN THIS PRESENTATION.*

INSURANCE REQUIREMENTS

Rita Maquieira, Risk Analyst

Insurance Requirements

• Commercial General Liability Insurance - $2 million per occurrence for bodily injury and property damage liability

• Automobile Liability Insurance - $2 million per accident for bodily injury and property damage liability covering any auto, owned, non-owned, rented or hired automobiles

• Workers’ Compensation and Employers Liability Insurance – to statutory limits and in accordance with the requirements of law in the state(s) where work will take place, and Employer’s Liability Insurance of not less than $1 million for bodily injury by accident and $1 million for bodily injury by disease, and at least a $1 million policy limit.

• Professional Liability Insurance - The Consultant shall bind, maintain, and pay premiums on Professional Liability Insurance in limits of not less than $1 million per claim, covering acts, errors, or omissions arising out of the work or services performed by Consultant. All endorsements and exclusions shall be evidenced on the certificate of insurance.

The coverage shall be written on a claims-made basis with a minimum of a 3-year reporting/discovery period.

PROCUREMENT PROCESS

Courtney R. Eddington, Solicitation Manager

Professional Services Opportunities

• Publicly Advertised RFPs (and Addenda) posted on the Port Authority’s website and Bonfire

• Be sure to utilize the Subcontractors List for potential subconsulting opportunities.

Procurement RFP Solicitation Process

1. Proposer Requirements

2. Staff Qualifications and Experience

3. Firm Qualifications and Experience

4. Management Approach

5. MBE/WBE/SDVOBs Participation Plan

6. Cost – Multiplier(s) and Salary Schedule or Attachment D – Compensation

Procurement RFP Solicitation Process

7. Conflict of Interest

8. Standard Agreement

9. Attachment A – Scope of Work 10.Attachment B – Terms of Discussion 11.Attachment C – Company Profile

Proposer Tips Know the name of the Procurement contact

Ask questions if you have any

Check for any addenda

Demonstrate how you meet the Proposer Requirements

Be as specific as possible when describing what projects your staff and firm have worked on

Include MBE, WBE and SDVOB subconsulting opportunities

After Proposal Process

• Debrief o Prepare your questions before the debrief o Discuss strengths and weaknesses in your proposal

• Transparency – Awards Page

• Monitor – Upcoming Solicitations (including subconsulting opportunities)

Questions?

Thank You!