4-Addendum2 600002544.pdf

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

November 26, 2024

SUBJECT: REQUEST FOR PROPOSALS FOR THE PERFORMANCE OF EXPERT

PROFESSIONAL APPLICATION SUPPORT SERVICES AS REQUESTED

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

6000002544) – ADDENDUM #2

Dear Sir or Madam:

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

• The due date for receipt of Proposals has been changed to 2:00 p.m. Eastern Time (ET), December 13, 2024.

The following are questions from RFP recipients. The questions and the corresponding Authority answers are provided for your information and use, as appropriate.

Question #1: Is the Authority able to provide the presentation and attendance sheet from the November 22, 2024, pre-proposal meeting?

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

Question #2: Can firms use the same subconsultant for both the MBE and SDVOB requirements?

If so, how is that to be represented?

Answer #2: Yes, subconsultants that are both MBE and SDVOB certified or WBE and SDVOB certified, by the Authority, shall receive credit for both requirements. SDVOBs certified by the State of New York can also receive credit. In the certification column on the participation plan, indicate both applicable certifications for the subconsultants.

Question #3: In the Salary Schedule, does the Authority require actual hourly rates or fully loaded rates?

Answer #3: Per the instructions in Attachment G, provide actual hourly rates paid to professional and technical personnel. Provide billable rates (fully loaded) for principals and partners.

Question #4: Under Section IV, Letter B of the proposer requirements, will the Authority consider projects that are ongoing (not completed) but started within the past five years?

Answer #4: No, only completed projects shall be considered.

Please Note: The date for receipt of proposals for the subject RFP has changed to 2:00 P.M.

on December 13, 2024.

If you have any questions, please contact Ms. Amira Willis at amwillis@panynj.gov.

mailto:amwillis@panynj.gov

Email Carlos.Maestre@mottmac.com wvanzilen@marinetiger.com agolani@navitassols.com ahuang@stellarservices.com ylin@stellarservices.com ecatalano@zofsengineering.com inayee@infotrancorp.com Carolina.Villegas@itnovaconsulting.com brijeshr@vgroupinc.com berlyn.s@mvpconsultingplus.com rizhar@siengineering.com minhab@vgroupinc.com frank.laplaca@hdconsultgroup.com Natalie.Martin@aecom.com Marion.Kase@stvinc.com AMcCallum@lumenorconsulting.com Sydney.Swanson@hdrinc.com suaye@karmaadvisory.com SSugar@lumenorconsulting.com DBlevins@marinetiger.com wbrito@guidehouse.com tajinders@vgroupinc.com kmahajan@navitassols.com jesus.dominguez@tollintl.com Namitha.Vinay@mottmac.com darren@karmaadvisory.com PGater@lumenorconsulting.com krishan@karmaadvisory.com Joseph.Cadillac@wsp.com MChua@coderedbs.com mjosef@pacogroup.com JDavis@burns-group.com Yang.Zhang1@aecom.com rhumphrey@coderedbs.com ccabrera@arielpartners.com

REQUEST FOR PROPOSALS FOR THE PERFORMANCE OF E

SUPPORT SERVICES AS REQUESTED ON A “TASK ORDE

PERFORMANCE OF EXPERT PROFESSIONAL OPERATIONA

ON A “TASK ORDER” BASIS FOR A FO

RFP# 6000002544 & RFP# 60

Pre-Proposal Attendance Sheet from N

REQUEST FOR PROPOSALS FOR THE PERFORMANCE OF E

SUPPORT SERVICES AS REQUESTED ON A “TASK ORDE

PERFORMANCE OF EXPERT PROFESSIONAL OPERATIONA

ON A “TASK ORDER” BASIS FOR A FO

RFP# 6000002544 & RFP# 60

Pre-Proposal Attendance Sheet from N

XSitu@ellana.net Naomi.Pilla@riospartners.com Sydney.McGinn@arup.com kpatel@zofsengineering.com nishanth.j@intellectyx.com ahu@stellar4.com rfabre@rfwconsultants.com jdedios@rfwconsultants.com KiSeok.Jeon@stvinc.com daniela.delangel@tollintl.com JWeis@marinetiger.com j.nelson@tctcost.com Sandri.Lamo@hdrinc.com jabonitalla@infiniteconsultingcorp.com kbrown@zofsengineering.com david.beckett@aecom.com houssam.akra@hdconsultgroup.com APerez@lumenorconsulting.com wmichelsen@enovateengineering.com Wynter.Levons@stvinc.com Michael.Valletta@wsp.com mailto:kbrown@zofsengineering.com

EXPERT PROFESSIONAL APPLICATION

ER” BASIS FOR A FOUR-YEAR TERM

AL SUPPORT SERVICES AS REQUESTED

OUR-YEAR TERM

00002546

November 22, 2024

EXPERT PROFESSIONAL APPLICATION

ER” BASIS FOR A FOUR-YEAR TERM

AL SUPPORT SERVICES AS REQUESTED

OUR-YEAR TERM

00002546

November 22, 2024

PERFORMANCE OF EXPERT PROFESSIONAL APPLICATION

SUPPORT SERVICES AS REQUESTED ON A “TASK ORDER” BASIS

FOR A FOUR-YEAR TERM

(RFP# 6000002544)

PERFORMANCE OF EXPERT PROFESSIONAL OPERATIONAL

SUPPORT SERVICES AS REQUESTED ON A “TASK ORDER” BASIS

FOR A FOUR-YEAR TERM

(RFP# 6000002546)

Pre-Proposal Presentation

11.22.2024 – 11:30 A.M.

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

WELCOME & OVERVIEW

Amira Willis, Solicitation Manager

AGENDA

❑ Welcome – Amira Willis, Solicitation Manager | Procurement

❑ Office of Diversity, Equity & Inclusion – Alex Rollison, Compliance Manager |

Office of Diversity, Equity, and Inclusion

❑ Scope of Service Highlights – Engineering Department

• Introduction – Christi Clark, Senior Consulting Engineer

• Application Support Services (RFP# 6000002544):

Engineering Solutions - Hogan Lam, Program Director

• Operational Support Services (RFP# 6000002546):

Engineering Financial Services - Amy Denardo, Principal Customer Service Manager Digital Transformation Unit - Sadia Janjua, Program Director Engineer, Professional Services Unit -Christi Clark, Senior Consulting Engineer Content Information & Compliance, Engineering Solutions Unit - Jay Iverson, Manager

❑ Insurance Requirements – Ralph Marrero & Rita Maquieira, Risk Analysts, Treasury | Risk Financing

❑ Procurement Process – Amira Willis, Solicitation Manager | Procurement

❑ Q&A

OFFICE OF DIVERSITY, EQUITY AND

INCLUSION

Alex Rollison – Compliance Manager

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

Engineering Department

Operations Division

Introduction

Christi Clark

Senior Consulting Engineering

The Engineering Operations Division manages and facilitates the internal processes of the department to ensure Engineering continues to meet the

Agency's standards and priorities by implementing global best practice design and construction services, leveraging 21st century technology and sustainability methodologies, ensuring collaboration across other departments and maintaining compliance to the highest ethical standards, to meet our Agency's mission to keep the region moving.

The division is comprised of six units including: Engineering Financial Services, Engineering Solutions, Digital Transformation, Project Controls, Estimating/Value

Engineering and Professional Services.

Engineering Operations Division Introduction

Application Support Services (RFP# 6000002544)

Engineering Department

Engineering Solutions - Hogan Lam, Program Director

Application Support Services

Who We Are:

The Engineering Solutions (ES) unit is responsible for providing the engineering department with technological, archival, and access management support to various forms of electronic data. We also administer and provision computer hardware and software to the department in coordination with the Technology Department. The Applications group supports project delivery and reporting through consultation, development, testing and implementation of system applications and workflows. The group maintains and supports content platforms such as EOL365, SharePoint and Content Server, and acts as the Department's liaison with the Technology Department.

What We Do:

•Manage and administer engineering applications

•Design and develop new engineering applications and workflows

•Coordinate and liaison with the Technology Department

•Work with other ES units to design, develop and implement collaborative solutions

ENGINEERING SOLUTIONS

Operational Support Services (RFP# 6000002546)

Engineering Department

Engineering Financial Services - Amy Denardo, Customer Service Mgr.

Digital Transformation - Sadia Janjua, Program Director

Professional Services - Christi Clark, Senior Consulting Engineer

Content Information & Compliance - Jay Iverson, Manager

Operational Support Services

Responsible for providing technical services that prepare and manage the Engineering

Department’s budget, overtime, financial performance, and compliance with consultant payments.

What We Do:

Budget and Financial Planning

• Annual Department Budget Preparation

• Capital and Operating Financial Performance & Forecasting

• Overtime Performance & Forecasting

Consultant Invoice Program

• Processing consultant Invoice payments and issue resolution

• Accrual processing and training

• Invoice preparation and review training

• Liaison between Engineering, Comptroller’s and Procurement Departments

ENGINEERING FINANCIAL SERVICES

Responsible for collaborating across all six divisions within the Engineering Department to connect improvement initiatives and maximize the benefits of all our work. The vision is to connect the collective intelligence from our most valuable resources, our staff, to enable creative problem solving and develop collaborative innovative solutions that will align with the Authority’s goal to keep the region moving.

What We Do:

The digital transformation unit focuses on four key areas:

• People: put staffs needs at the heart of our program.

• Process: provide standardized and focused processes that add value to the department and

Agency.

• Technology: fit needs/purpose, provide staff adequate tools/resources to perform tasks meet goal of keeping the region moving.

• Data: The insights we get rely on the quality, quantity, and timeliness of our data which enables us to improve our project delivery.

DIGITAL TRANSFORMATION

Primary liaison to Procurement, Office of the Secretary (OSEC) and the Office of Diversity Equity

& Inclusion (ODEI) departments. Responsible for the administration of Engineering’s centralized professional services including procurements, authorizations compliance, and equity/diversity compliance oversight.

What We Do:

The professional services unit provides the following services:

• Consultant Professional Services - enhance and promote efficiencies related to the departments consultant professional services processes including developing workflows, streamlining processes, and centralizing operations.

• Contract Management – supports six divisions in the procurement of Request for Proposals (RFP) and task order solicitations including awards.

• Diversity, Equity and Inclusion oversight – manage Architectural/Engineering professional service agreements including oversight of equitably distributing task order awards, compliance with participation plans, and reporting monthly/quarterly participation results.

PROFESSIONAL SERVICES

The Engineering Content, Information & Compliance group is responsible for providing secure electronic access to project information drawings and documents, managing the departments official records, creating and managing project websites, and overseeing the implementation and management of the Agency’s security information program, for the department.

What We Do:

The content, information and compliance group provides the following services:

• Electronic Document Center (EDoC) - Manage electronic repository of engineering project drawings and documents.

• Content Management – administration of engineering project and other general collaboration websites.

• Records Management - administration of all Engineering official records, in compliance with Office of the Secretary (OSEC) guidelines.

• Security Management - Manages the departments security information program including compliance monitoring, tracking and reporting, assisting staff with identifying/marking protected information, and ensuring adequate protection of Agency assets, intellectual property, public safety, and facilities.

CONTENT & INFORMATION COMPLIANCE

INSURANCE REQUIREMENTS

Ralph Marrero & Rita Maquieira, Risk Analysts

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.

• Cyber Liability Insurance - $2 million per occurrence or claim. Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by Vendor in this agreement and shall include, but not be limited to, claims involving infringement of intellectual property, including but not limited to infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, damage to or destruction of electronic information, release of private information, alteration of electronic information, extortion and network security. The policy shall provide coverage for breach response costs as well as regulatory fines and penalties as well as credit monitoring expenses with limits sufficient to respond to these obligations.

(continued on slide 24)

Application Support Services (RFP 6000002544)

Insurance Requirements (Cont'd)

• Technology Professional Liability Errors and Omissions Insurance - appropriate to the Consultant’s profession and work hereunder, with limits not less than $1,000,000 per occurrence. Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by the Vendor in this agreement and shall include, but not be limited to, claims involving infringement of intellectual property, copyright, trademark, invasion of privacy violations, information theft, release of private information, extortion and network security. The policy shall provide coverage for breach response costs as well as regulatory fines and penalties as well as credit monitoring expenses with limits sufficient to respond to these obligations.

Application Support Services (RFP 6000002544)

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.

Operational Support Services (RFP 6000002546)

PROCUREMENT PROCESS

Amira Willis, 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. MBE/WBE/SDVOBs Participation Plan

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

6. Conflict of Interest

7. Standard Agreement

8. Attachment A – Scope of Work

9. Attachment B – Terms of Discussion

10.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!