Addendum-3-Clarification.pdf

August 25, 2026

Dear Sir/Madam:

Enclosed please find Addendum No. 3 to SEPTA’s RFP No. 26-00142-AHAC Management Consulting Services for Curricula Development

Addendum No. 3 must be acknowledged by signing the attached Acknowledgement sheet and including that sheet as part of your technical proposal.

The due date and time for technical proposals of Thursday, August 20, 2026 by 4:30 PM (est.) has been changed. The new proposal due date and time is Thursday, August 27, 2026 by 4:30PM

All inquirers pertaining to this request for proposal must be sent to Heather Casullo at hcasullo@septa.org or 215-580-7421.

Sincerely, Heather Casullo

Sr. Contract Administrator

Procurement, Supply Chain Management Dept.

mailto:hcasullo@septa.org

2 OF7 ADDEDNUM 3

8/25/2026

ADDENDUM ACKNOWLEDGEMENT SHEET

RFP No. 26-00142-AHAC Management Consulting Services for Curricula Development

The attached addendum to the Contract Documents is hereby part of the same and is incorporated in full as part of the Project. Proposer shall acknowledge Addendum No. 3 by signing and returning this Acknowledgement Sheet with the Technical Proposal.

FIRM NAME (typed or printed) ______________________________

AUTHORIZED SIGNATURE _______________________________

TITLE _________________________________

NAME (typed or printed) ___________________________________

DATE_____________________

ADDENDUM NO. 3 INCLUDES THE FOLLOWING:

1. Insurance Section 24. Clarification ( see attached)

3 OF7 ADDEDNUM 3

Part I, Section 1, Paragraph IV.J to identify two ambiguities in the insurance requirements. We are not requesting a modification to the Contract.

1. The revised insurance requirement referenced in Addendum No. 2. Three answers in the Requested Contract Modifications section of Addendum No. 2 direct proposers to a revised insurance requirement: Q1 regarding products and completed operations, Q2 regarding cyber and privacy liability, and Q13 regarding the A.M. Best rating, self-insured retention cap, additional insured endorsements, and professional liability. Addendum No. 2 lists its contents as the Questions and Answers, the Revised Price Proposal Form, and the Revised Scope of Work, and we do not find a revised insurance requirement in either addendum. Would SEPTA please issue that document, or confirm that the answers in Addendum No. 2 constitute the revision in full.

We read Addendum No. 2 as establishing that the twelve-year products and completed operations requirement is removed, that professional liability and errors and omissions coverage is not required, and that automobile liability may be omitted where performance is fully remote or satisfied by hired and non-owned auto liability where travel is incidental. We would appreciate confirmation, and specifically whether cyber and privacy liability at $1,000,000 remains required given SEPTA's answer at Q3 that the selected proposer would not have access to personally identifiable information.

A2. See attached revised insurance requirements

2. Application of the insurance requirement to individual contract personnel. Part I, Section 1, Paragraph IV.F provides that the Proposer "and its subcontractor(s)/subconsultant(s) shall be required to provide, at their own cost and expense, the insurance required in the Contract." The RFP does not define whether individual practitioners engaged under contract to the prime, working under the prime's direction on the prime's contract, are subconsultants for the purposes of that paragraph, or whether coverage maintained by the prime that extends to work performed on its behalf satisfies the requirement.

We note that Section 24 of the Contract places the obligation on the Contractor to purchase and maintain insurance protecting against claims arising from "the Contractor's operations under the Contract, whether such operations are by itself or by any Subcontractor or by anyone directly or indirectly employed by any of them or by anyone for whose acts any of them may be liable for." That language reads as a single obligation on the prime whose coverage must reach work performed on its behalf, rather than a requirement that each individual separately procure the stated limits.

Would SEPTA please confirm that coverage maintained by the prime, extending to work performed on its behalf by personnel engaged under contract to it, satisfies Paragraph IV.F. The distinction is material to pricing, since the fully loaded hourly rates submitted under Attachment 3 must absorb the cost.

A2. All primes and subconsultants should maintain the necessary insurance requirements.

1. Insurance

4 OF7 ADDEDNUM 3

The Contractor shall purchase and maintain such insurance as will protect it from claims set forth below which may arise out of or result from the Contractor's operations under the Contract, whether such operations are by itself or by any Subcontractor or by anyone directly or indirectly employed by any of them or by anyone for whose acts any of them may be liable for (Note: All insurance carriers providing this coverage shall have an A.M. Best Rating of “A-” or greater):

A. EVIDENCE OF COMPLIANCE

1. Certificates of Insurance

Simultaneously with the execution of the Agreement, the Contractor shall furnish Southeastern Pennsylvania Transportation Authority (SEPTA) with CERTIFICATES OF INSURANCE and any other documents which SEPTA may require, such as copies of policies or endorsements, as evidence of compliance with these Insurance Requirements which are an integral part of the Contract. In the Description of Operations section of the Insurance Certificate please include RFP No. 26-00142-AHAC Management Consulting Services for Curricula Development

2. Written Approval Required Such Certificates or other documents must be approved in writing by the SOUTHEASTERN PENNSYLVANIA TRANSPORTATION AUTHORITY, before a Notice to Proceed will be given.

B. POLICIES TO REMAIN IN FORCE

1. Until completion and acceptance

All insurance coverage the Contractor must provide for the Contract shall be maintained in full force until all the Work of the Contract is completed and accepted by SEPTA.

2. All policies shall provide for not less than (10) days or more than thirty (30) days written notice to SEPTA before cancellation by the Company issuing the insurance. If such notice is not provided within the basic terms of the policy, it shall be provided by endorsement or notation on the Certificate.

3. Replacement coverage required In the event that any or all the insurance coverages required by the Contract are cancelled, are reduced below the required minimum limits or lapse, then the Contractor will be suspended from further prosecution of the Work until such time as replacement coverage satisfactory to SEPTA has been obtained and is in force.

C. ADDITIONAL INSUREDS REQUIRED

The Contractor shall have all liability policies designated "Additional Insureds Required" endorsed to include the following as Additional Insureds: SOUTHEASTERN

PENNSYLVANIA TRANSPORTATION AUTHORITY

ADDITIONAL INSURED LANGAUGE:

SEPTA must be provided with true copies of declaration pages and policies of insurance upon request.

5 OF7 ADDEDNUM 3

SEPTA is to be listed as additional insured on all applicable liability policies excluding Workers Compensation and Professional Liability.

Workers' Compensation must provide a waiver of subrogation.

Each policy shall state that the insurance provided to the additional insureds is primary and non-contributory to any other insurance available to the additional insured.

SEPTA must be the certificate holder on all applicable liability coverage with respect to this project, and it should be noted on the insurance certificate and policies.

SEPTA must be provided with proof of insurance that demonstrates compliance with these requirements and all limits as and other mandated aspects of coverage.

D. CONTRACTUAL LIABLITY (HOLD HARMLESS) COVERAGE

Policy shall be written or endorsed to include coverage for the liability assumed by the terms of the Contract and the Indemnification Agreement. Certificate or policy will state that the coverage applies to the Contract described as: Management Consulting Services for Curricula Development

E. WAIVER OF LIABILITY FOR PREMIUMS

All policies wherein the parties designated in Paragraph C. above are included as additional insureds shall contain a Waiver of Liability for the payment of premiums covering those additional Insureds.

F. SELF-INSURANCE RETENTION LANGUAGE

Self-Insurance Retention (SIR) is limited to $50,000 or less, subject to SEPTA’s approval. All self-insured retention must be declared to SEPTA.

G. INSURANCE TYPES & MINIMUM COVERAGE AMOUNTS REQUIRED

The contractor shall, as a condition of the contract, provide and maintain at its own cost and expense the following kinds and amounts of insurance. The insurance required shall be written for not less than any limits of liability specified below or required below, whichever is greater.

1. GENERAL LIABILITY INSURANCE (excluding vehicles)

Comprehensive General Liability Insurance for Bodily Injury and Property Damage to others. Covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury, and personal & advertising injury with limits no less than $1,000,000 per occurrence and not less than $1,000,000 annual aggregate.

a. Minimum Limits of Liability

Fire Damage Legal Liability (any one fire) $300,000 Personal and Advertising Injury Limit $1,000,000

6 OF7 ADDEDNUM 3

b. Additional Insureds

The policy shall be written or endorsed to include as additional Insureds those parties or persons designated and apply on a Primary/Non-Contributory basis.

c. Coverage: Premises operation; blanket contractual liability; personal injury liability;

products and completed operations; independent contractors, employees, and volunteers as additional insureds; cross liability and broad form property damage (including completed operations), explosion, collapse, and underground damage

(XCU).

2. AUTOMOBILE LIABILITY

Liability Insurance (covering all autos, trucks, and other vehicles used in connection with this Project or Contract) for bodily injury and Property Damage to others.

a. Minimum Limits of Liability

$1,000,000 combined Single Limit (Bodily Injury and Property Damage) per occurrence.

b. Additional Insureds

c. Hired and Other Non-Owned Vehicles

Vehicle Liability Policy shall be written or endorsed to include coverage for Hired, Leased or other Non-Owned Vehicles.

3. WORKER'S COMPENSATION INSURANCE

Workers Compensation of not less than $ 1,000,000 and Employer’s Liability Insurance with a limit of no less than $1,000,000 per accident for bodily injury or disease. Must include a Waiver of Subrogation where permitted by state law, naming the Southeastern Pennsylvania Transportation Authority (SEPTA).

4. UMBRELLA/EXCESS LIABILITY INSURANCE

a. Occurrence Limit: $1,000,000

b. Aggregate Limit (where applicable): Annual $1,000,000

c. Policy to apply excess of the Commercial General Liability (following form Per Project

Aggregate Limit), Commercial Automobile Liability and Employer’s Liability Coverages and “drop-down” for defense and indemnity in the event of exhaustion of the underlying insurance, to the extent such insurance is used to satisfy the above-noted requirements.

d. Additional Insureds

7 OF7 ADDEDNUM 3

H. PAYMENT OF SEPTA CLAIMS

Contractor shall require its insurance carrier(s) to make checks in payment of SEPTA claims payable directly to SEPTA.

1. Insurance