F26-060 -BW PALM TRAN TRANSIT DEVELOPMENT PLAN UPDATE_Final.pdf

Revised April 20, 2026

Board of County Commissioners County Administrator

Sara Baxter, Mayor Joseph Abruzzo Marci Woodward, Vice Mayor Maria G. Marino Gregg K. Weiss Joel G. Flores Maria Sachs Procurement Department Bobby Powell, Jr. www.pbcgov.org/procurement

REQUEST FOR PROPOSAL

RFP NO. F26-060/BW

Palm Beach County Board of County Commissioners and

Palm Tran are seeking

Proposals for:

Transit Development Plan FY27-36 Update

Date issued/available for distribution: July 15, 2026

Proposer shall submit one (1) unbound original, five (5) bound copies, and one (1) electronic copy in pdf (CD or flash drive) of the complete proposal to be received in the Offices of the Procurement Department no later than August 14, 2026, 4:00 p.m. local time. See Section 1.8 the RFP for Mailing Instructions.

ENVELOPE MUST BE IDENTIFIED WITH THE

DEADLINE DATE FOR THE RECEIPT OF PROPOSALS

AND THE RFP NUMBER.

C A U T I O N In order to do business with Palm Beach County vendors are required to create a Vendor Registration Account OR activate an existing Vendor Registration Account through the Procurement Department’s Vendor Self Service (VSS) system which can be accessed at https://pbcvssp.co.palm-beach.fl.us/webapp/vssp/AltSelfService. If proposer intends to use subcontractors, proposer must also ensure that all subcontractors are registered as vendors in VSS. All subcontractor agreements must include a contractual provision requiring that the subcontractor register in VSS. County will not finalize a contract award until a contractor has verified that the contractor and all of its subcontractors are registered in VSS. As they are issued, all Amendments to solicitations will be posted under the applicable solicitation on our VSS system.

Palm Beach County shall not be responsible for the completeness of any Request for Proposal package not downloaded from our VSS system or obtained directly from Palm Beach County Procurement Department.

IN ACCORDANCE WITH THE PROVISIONS OF ADA, THIS DOCUMENT MAY BE

REQUESTED IN AN ALTERNATE FORMAT

http://www.pbcgov.org/purchasing https://pbcvssp.co.palm-beach.fl.us/webapp/vssp/AltSelfService i

TABLE OF CONTENTS

SECTION PAGE

SECTION 1 GENERAL INFORMATION

1.1 ISSUING OFFICE

1.2 INTRODUCTION

1.3 GENERAL INFORMATION

1.4 PURPOSE OF THE PROJECT

1.5 PERIOD OF CONTRACT

1.6 QUALIFICATION OF PROPOSERS

1.7 TIMETABLE

1.8 PROPOSAL SUBMISSION

1.9 CONTACT PERSON

1.10 CONE OF SILENCE

1.11 ADDITIONAL INFORMATION/AMENDMENT(S)

SECTION 2 GENERAL TERMS AND CONDITIONS

2.1 PROPOSAL GUARANTEE

2.2 MODIFIED PROPOSALS

2.3 WITHDRAWAL OF PROPOSALS

2.4 LATE PROPOSALS, LATE MODIFIED PROPOSALS

2.5 RFP POSTPONEMENT/CANCELLATION

2.6 COSTS INCURRED BY PROPOSERS

2.7 PROPRIETARY/CONFIDENTIAL INFORMATION

2.8 NEGOTIATIONS

2.9 RIGHT TO PROTEST

2.10 PALM BEACH COUNTY OFFICE OF THE INSPECTOR GENERAL

AUDIT REQUIREMENTS

2.11 RULES; REGULATIONS; LICENSING REQUIREMENTS

2.12 CRIMINAL HISTORY RECORDS CHECK

2.13 REVIEW OF PROPOSALS

2.14 WAIVER OF MINOR IRREGULARITY……………………………………….8

2.15 EXCEPTIONS TO THE RFP

2.16 SELECTION PROCESS

2.17 EVALUATION CRITERIA

2.18 AWARD OF CONTRACT

2.19 DISCLOSURE OF OWNERSHIP INTERESTS ……………………………10

2.20 STANDARD CONTRACT PROVISIONS (ATTACHMENT 1)

2.21 COMMENCEMENT OF WORK………………………………………………11

2.22 INSURANCE REQUIREMENTS

2.23 DRUG-FREE WORKPLACE CERTIFICATION

2.24 AUTHORIZED SIGNATURE

2.25 PROHIBITION AGAINST CONSIDERING SOCIAL, POLITICAL OR

IDEOLOGICAL INTERESTS IN GOVERNMENT CONTRACTING -- F.S.

287.05701………………………………………………………………………12

2.26 DISCLOSURE OF FOREIGN GIFTS AND CONTRACTS WITH FOREIGN

COUNTRIES OF CONCERN………………………………………………...12

ii

2.27 FEDERAL TERMS & CONDITIONS

SECTION 3 PROPOSAL REQUIREMENTS

3.1 EXPERIENCE / QUALIFICATION / BACKGROUND / REFERENCES

INFORMATION

3.2 PROJECT APPROACH / UNDERSTANDING INFORMATION

3.3 KEY PERSONNEL AND OPERATIONS INFORMATION

3.4 COMMERCIAL NON-DISCRIMINATION

3.5 FINANCIAL / BUSINESS STABILITY

3.6 PRICE PROPOSAL INFORMATION

3.7 BUSINESS INFORMATION

3.8 SPECIAL CONTRACT PROVISIONS…………………………….……… 17

3.9 DEBARMENT AND SUSPENSION (CERTIFICATION REQUIRED)……17

3.10 AMENDMENTS TO THE RFP

3.11 NON GOVERNMENTAL HUMAN TRAFFICKING AFFIDAVIT…………...17

3.12 ADDITIONAL APPENDICES- ADDITIONAL INFORMATION

3.13 LITIGATION HISTORY………………………………………………………. 18

3.14 RELATED ENTITIES………………………………………………………… 19

SECTION 4 SCOPE OF WORK/SERVICES

SECTION 5 ATTACHMENTS

ATTACHMENT 1 - SAMPLE STANDARD CONTRACT

EXHIBIT A – SCOPE OF WORK/ SERVICES

EXHIBIT B - CONTRACTOR/CONSULTANT PROPOSAL

EXHIBIT C - AFFIRMATIVE PROCUREMENT INITIATIVES (“API”)

EXHIBIT D – HUMAN TRAFFICKING AFFIDAVIT

SECTION 6 APPENDICES

APPENDIX A - PRICEPROPOSAL PAGES

APPENDIX B - BUSINESS INFORMATION

APPENDIX C - DRUG-FREE WORKPLACE CERTIFICATION

APPENDIX D - DISCLOSURE OF OWNERSHIP INTERESTS

APPENDIX E - SPECIAL CONTRACT PROVISIONS…………………...66

SECTION 1

GENERAL INFORMATION

1.1 ISSUING OFFICE

This Request for Proposal (RFP) is issued for the County of Palm Beach, hereinafter referred to as “County”, by the Procurement Department for the benefit of Palm Tran. The Procurement Department is the SOLE point of contact concerning this RFP. All communications regarding this RFP must be done through the Procurement Department.

See Section 1.9, Contact Person.

1.2 INTRODUCTION

The State of Florida Public Transit Block Grant Program was enacted by the Florida Legislature to provide a stable source of state funding for public transportation. The Block Grant Program requires public transit service providers to develop and adopt a 10-year TDP, per Chapter 14-73, Florida Administrative Code (F.A.C.) requirements. TDP is a strategic guide for public transportation in the community over the next decade. It represents the transit agency’s vision for public transportation in its service area during this period.

The TDP must comply with Rule 14-73.001, F.A.C., commonly called the “TDP Rule,” which was updated effective July 9, 2024. This scope of services has been prepared to develop a TDP that complies with this new TDP Rule by incorporating the following:

• Better coordination between the TDP and long-range transportation plan (LRTP) process, including comparable baseline and future year data to identify multimodal system deficiencies and consideration of land use.

• Addresses priority transit corridors in the TDP and LRTP for consistency.

• Inclusion of a 10-year capital and operating program consisting of a schedule of capital and operating projects over a 10-year planning horizon and associated costs and revenues (financial plan). The program shall also consist of a list of priority projects based on the 10-year schedule, including a ranking of the project’s importance, description, and funding availability. This list can include projects beyond the 10th year of the TDP.

• Removes the following requirements: (a) updating the transit provider’s goals and objectives, (b) alternative course of actions, (c) 10-year monitoring program, (d) review of other plans and programs and relationships to the TDP, and (e) a comprehensive situation appraisal addressing more than demand estimation and land use elements.

1.3 GENERAL INFORMATION

Palm Beach County is located along the southeastern coast of Florida and shares boundaries with Broward County to the south, Martin County to the north, Lake Okeechobee and Hendry County to the west and southwest, respectively, and it is the largest county in Florida. There are approximately fifty-three (53) miles between the County’s eastern and western boundaries and forty-five (45) miles north to south.

1.4 PURPOSE OF THE PROJECT

Palm Beach County is seeking proposals from qualified and experienced companies to develop the required TDP for Palm Tran.

The TDP shall contain Palm Tran's vision, mission, goals, and objectives, taking into consideration the findings of the conditions assessments. This document shall also reinforce the measurability of objectives, considering performance measures and the setting of benchmarks to track progress.

1.5 PERIOD OF CONTRACT

The proposed effective date of this Contract is August 10, 2026. The selected proposer(s) will provide services for a twelve (12) month period ending August 9, 2027

1.6 QUALIFICATION OF PROPOSERS

All proposers to this RFP shall have demonstrated experience in supplying such services and shall meet all criteria/requirements identified in this RFP.

1.7 TIMETABLE

The anticipated schedule and deadline for the RFP and Contract approval are as follows:

Activity Date Time Location

RFP available for 7/15/2026 Procurement Department Download from 50 S. Military Trail, Ste. 110 Procurement Dept. VSS: W. P. B., FL 33415 https://pbcvssp.co.palm-beach.fl.us/webapp/vssp/AltSelfService

Deadline for receipt of 7/24/2026 5:00 p.m. Procurement Department questions or comments 50 S. Military Trail, Ste.110

W. P. B., FL 33415

Deadline for receipt 8/14/2026 4:00 p.m. Procurement Department of proposals 240 S. Military Trail

W. P. B., FL 33415

http://www.pbcgov.com/purchasing

Selection Committee 8/26/2026 09:00am Procurement Department Meeting 50 S. Military Trail Room 1N-142 North/South

W.P.B., FL 33415

Posting Date of Notice 8/28/2026 Procurement Department of Intent to Award 50 S. Military Trail, Ste. 110

W.P.B., FL 33415

www.pbcgov.org/procurement

Award Date 9/7/2026

Anticipated Contract Start Date September 14, 2026

NOTE: County reserves the right to alter the above activities and/or times at the

County’s sole discretion.

1.8 PROPOSAL SUBMISSION

All proposals must be submitted on 8 ½” x 11” paper.

One (1) unbound original, five (5) bound copies, and one (1) electronic copy in pdf (CD or flash drive) of the complete proposal must be received in the Procurement Department by August 14, 2026, 4:00 p.m. local time. The original and all copies must be submitted in a sealed envelope or container. The proposer’s complete return address must be included on the outer envelope or wrapper enclosing any materials submitted in response to this RFP. The outer envelope or wrapper should be addressed as follows:

Proposer Name Address Phone No.

Palm Beach County Board of County Commissioners Procurement Department 240 South Military Trail West Palm Beach, Florida 33415 ATTENTION: Bridget Williams, Procurement Manager RFP No. F26-060/BW

Title: Palm Tran Transit Development Plan FY27-36 Update Due Date: August 14, 2026, 4:00 p.m. local time.

The Procurement Department’s office hours are 8:00 a.m. to 5:00 p.m., Monday through Friday, excluding holidays observed by the County.

Proposers are responsible for informing any commercial delivery services, if used, of all delivery requirements and for insuring that the required address information appears on the outer wrapper or envelope used by such service.

The Price Proposal Page(s) (Appendix A) must be signed by an officer of the company who is legally authorized to enter into a contractual relationship in the name of the proposer (“Authorized Person”).

The submission of a signed proposal by a proposer will be considered by the County as constituting a legal offer by the proposer to perform the required services at the proposed pricing identified therein.

1.9 CONTACT PERSON

The contact person for this RFP is Bridget Williams, Procurement Manager, at (561) 616- 6817, e-mail address bwilliams@pbc.gov or PUR-Procure-Solicit@pbc.gov in the Procurement Department.

Proposers are advised that from the date of release of this RFP until award of the contract, NO contact with County staff and/or designated Selection Committee members concerning this RFP is permitted, except as authorized by the contact person designated herein.

1.10 CONE OF SILENCE

Proposers are advised that the “Palm Beach County Lobbyist Registration Ordinance” prohibits a proposer or anyone representing the proposer from communicating with any County Commissioner, County Commissioner’s staff, or any County Employee authorized to act on behalf of the Board of County Commissioners to award this contract regarding its proposal, i.e., a “Cone of Silence”.

The “Cone of Silence” is in effect from the date/time of the deadline for submission of the proposal, and terminates at the time that the Board of County Commissioners, or a County Department authorized to act on their behalf, awards or approves a contract, rejects all proposals, or otherwise takes action which ends the solicitation process.

Proposers may, however, contact any County Commissioner, County Commissioner’s Staff, or any County Employee authorized to act on behalf of the Board of County Commissioners to award this contract via written communication, i.e., fax, e-mail, or U.S.

Mail.

Violations of the “Cone of Silence” are punishable by a fine of $250.00 per violation.

mailto:bwilliams@pbc.gov mailto:PUR-Procure-Solicit@pbc.gov

1.11 ADDITIONAL INFORMATION/AMENDMENT(S)

Any questions, comments (i.e., additional information or clarifications) must be made, in writing via fax, e-mail or U.S. Mail, no later than the date specified and to the address listed in the RFP Timetable (Section 1.7) or fax number or e-mail address listed for the Contact Person (Section 1.9) above. The request must contain the proposer’s name, address, phone number, facsimile number and e-mail address.

Facsimiles must have a cover sheet which includes, at a minimum, the proposer’s name, address, number of pages transmitted, phone number, facsimile number and e-mail address.

Changes to this RFP, when deemed necessary by the County, will be completed only by written Amendment(s) issued prior to the Deadline for receipt of proposals. Proposers should not rely on any representations, statements or explanation other than those made in the RFP or in any Amendment to this RFP. Where there appears to be a conflict between the RFP and any Amendment issued, the last Amendment issued shall prevail.

As they are issued, all Amendments to solicitations will be posted under the applicable solicitation on the County’s on-line Vendor Self-Service (VSS) system at https://pbcvssp.co.palm-beach.fl.us/webapp/vssp/AltSelfService. It is the sole responsibility of the proposer to routinely check VSS for any Amendments that may have been issued prior to the Deadline for receipt of proposals. The County shall not be responsible for the completeness of any RFP package not downloaded from VSS or obtained directly from the Palm Beach County Procurement Department.

It is the proposer’s sole responsibility to assure receipt of all Amendments. The proposer should verify with the designated Contact Person (see Section 1.9) prior to entering a proposal that all Amendments have been received. Proposers are required to acknowledge the receipt of all Amendments as part of their proposal.

SECTION 2

GENERAL TERMS AND CONDITIONS

2.1 PROPOSAL GUARANTEE

Proposer guarantees their commitment, compliance, and adherence to all requirements of the RFP by submission of their proposal.

2.2 MODIFIED PROPOSALS

Proposer may submit a modified proposal to replace all or any portion of a previously submitted proposal until the Deadline for receipt of proposals. The County will only consider the latest proposal submitted.

2.3 WITHDRAWAL OF PROPOSALS

A proposal may be withdrawn only by written notification. Letters of withdrawal received after the Deadline for receipt of proposals will not be accepted unless the contract has been awarded to another vendor or no award has been made within ninety (90) days after the Deadline for receipt of proposals.

Unless withdrawn, as provided in this subsection, a proposal shall be irrevocable until the time that a contract is awarded.

2.4 LATE PROPOSALS, LATE MODIFIED PROPOSALS

Proposals and/or modifications to proposals received after the Deadline for receipt of proposals specified in the RFP Timetable (Section 1.7) are late and shall not be considered.

2.5 RFP POSTPONEMENT / CANCELLATION

The County may, at its sole and absolute discretion, reject any and all, or parts of any and all, proposals; waive any minor irregularities in this RFP or in the proposals received as a result of this RFP; postpone or cancel, at any time, this RFP process; or re-issue this

RFP.

2.6 COSTS INCURRED BY PROPOSERS

All expenses incurred with the preparation and submission of proposals to the County, or any work performed in connection therewith, shall be borne by the proposer. No payment will be made for proposals received, nor for any other effort required of or made by the proposers, prior to commencement of work as defined by a contract approved by the Board of County Commissioners.

2.7 PROPRIETARY/CONFIDENTIAL INFORMATION

Any material submitted in response to this Request for Proposal is considered a public document in accordance with Section 119.07, F.S. This includes material which the responding proposer might consider to be confidential. All submitted information that the responding proposer believes to be confidential and exempt from disclosure (i.e., a trade secret or as provided for in Section 119.07 and Section 812.081, F.S.) must be specifically identified as such. Upon receipt of a public records request for such information, a determination will be made as to whether the identified information is, in fact, confidential.

2.8 NEGOTIATIONS

The County may award a contract on the basis of initial proposals received, without discussions. Therefore, each submitted proposal should contain the proposer’s best price and technical offer.

2.9 RIGHT TO PROTEST

Any proposer may protest any recommendations for contract award by submitting a written protest and applicable protest bond to the Director of Procurement within five (5) business days after posting the Notice of Intent to Award in accordance with Chapter 2, Article II, Section 2-55 of the Palm Beach County Code. Protests must be submitted in writing, addressed to the Director of Procurement, via hand delivery, or mail using the Procurement Department’s address noted in Section 1.10 PROPOSAL SUBMISSION of this RFP

2.10 PALM BEACH COUNTY OFFICE OF THE INSPECTOR GENERAL AUDIT

REQUIREMENTS

Pursuant to Palm Beach County Code, Section 2-421 - 2-440, as amended, Palm Beach County’s Office of Inspector General is authorized to review past, present and proposed County contracts, transactions, accounts, and records. The Inspector General’s authority includes, but is not limited to, the power to audit, investigate, monitor, and inspect the activities of entities contracting with the County, or anyone acting on their behalf, in order to ensure compliance with contract requirements and to detect corruption and fraud.

Failure to cooperate with the Inspector General or interfering with or impeding any investigation shall be a violation of Palm Beach County Code, Section 2-421 – 2-440, and punished pursuant to Section 125.69, F.S., in the same manner as a second degree misdemeanor.

2.11 RULES; REGULATIONS; LICENSING REQUIREMENTS

The proposer shall comply with all laws, ordinances and regulations applicable to the services contemplated herein, to include those applicable to conflict of interest and collusion. Proposers are presumed to be familiar with all federal, state and local laws, ordinances, codes and regulations that may in any way affect the services offered, by the Department of Labor Regulations (41 CFR, Part 60).

2.12 CRIMINAL HISTORY RECORDS CHECK

Pursuant to Palm Beach County Code Section 2-371 – 2-377, the Palm Beach County Criminal History Records Check Ordinance (“Ordinance”), the County will conduct fingerprint based criminal history record checks on all persons not employed by the County who repair, deliver, or provide goods or services for, to, or on behalf of the County.

A fingerprint based criminal history record check shall be conducted on all employees of contractors and subcontractors of contractors, including repair persons and delivery persons, who are unescorted when entering a facility determined to be either a critical facility ("Critical Facilities") or a criminal justice information facility ("CJI Facilities"), which are critical to the public safety and security of the County. County facilities that require this heightened level of security are identified in Resolution R2013-1470, R2015-0572 and R2024-0549, as may be amended. In October 2013, compliance with the requirements of the U.S. Federal Bureau of Investigation’s CJI Security Policy was added to the Ordinance, which includes a broad list of disqualifying offenses. The proposer is solely responsible for understanding the financial, schedule, implications, and/or staffing implications of this Ordinance. Further, the proposer acknowledges that its proposal price includes any and all direct or indirect costs associated with compliance of this Ordinance, except for the applicable FDLE/FBI fees that shall be paid by the County.

2.13 REVIEW OF PROPOSALS

Each proposal will be reviewed to determine if the proposal is responsive to the RFP.

Proposals deemed to be non-responsive will be rejected without being evaluated by the Selection Committee. A responsive proposal is one which has been signed, has been submitted by the specified submission time, and has provided the information required to be submitted with the proposal (as stated in Section 3). While poor formatting, poor documentation, and/or incomplete or unclear information may not be cause to reject a proposal without evaluation, such substandard submissions may adversely impact the evaluation of your proposal, especially information relating to establishing financial/business stability. Proposers who fail to comply with all of the required and/or desired elements of this RFP, do so at their own risk.

2.14 WAIVER OF MINOR IRREGULARITY

An irregularity in a proposer’s submitted proposal is deemed minor for purposes of correction when: (1) its waiver would not deprive the County of its assurance that the contract will be entered into, performed and guaranteed according to its specified requirements, and (2) the irregularity is of such a nature that its waiver would not adversely affect competitive proposals by placing a proposer in a position of advantage over other proposers or by otherwise undermining the necessary common standard of competition. Pricing errors are never considered a minor irregularity.

In situations where a proposal has incomplete, missing or unsigned required documents, which are deemed a minor irregularity, the Director of Procurement may allow the Proposer up to five (5) business days to correct said minor irregularity, per Section 2- 54(C)(6)(a)(2), Palm Beach County Code. The decision whether to waive a minor irregularity is within the sole discretion of the Director of Procurement.

2.15 EXCEPTIONS TO THE RFP

All exceptions taken must be specific, and the proposer must indicate clearly what alternative is being offered to allow the County a meaningful opportunity to evaluate the proposal. Proposers are cautioned that submitting an alternative proposal does not relieve the proposer from submitting the “Minimum Requirements” as stated in Section 3.

The County is under NO obligation to accept any proposed exceptions or alternatives.

2.16 SELECTION PROCESS

All proposals timely received will be reviewed first by the Procurement Department to determine if each proposer has submitted the required information and met all Proposal Requirements (as stated in Section 3). Those proposals fulfilling the Proposal Requirements shall be referred to the Selection Committee for review and further consideration.

The Selection Committee will evaluate all responses to this RFP that meet the Proposal Requirements and are deemed responsive. The Selection Committee may evaluate all proposals based solely on the information submitted with the proposal. Accordingly, proposers are urged to ensure that their proposal contains all the necessary information for the Selection Committee to fairly and accurately evaluate each of the criteria listed below in Section 2.17. However, an oral presentation, additional written information, internal staff analysis, proposer presentations, outside consultants, and/or any other information may be required, at any time during the selection process, to help the Committee determine the final ranking of proposers. The Selection Committee may determine, as the result of additional information, that the impact of this information is significant and may be considered in the scoring and/or ranking, at the discretion of the Committee.

The Selection Committee shall meet in public session as necessary to score each proposal by reviewing each proposal against the evaluation criteria listed below, see Section 2.17. Upon completion of the Selection Committee’s review and discussion of all the responsive proposals submitted, each Selection Committee Member shall score each proposal and total the scores for each proposal. The proposals shall be assigned a ranking based upon the totals of each Selection Committee Member’s score for each proposal.

After the Selection Committee has developed an overall ranking for each proposer, the committee will then review, discuss, and declare the proposer ranked the highest as its “finalist” and make its recommendation for award of the contract.

2.17 EVALUATION CRITERIA

1. Experience / Qualifications Weight 25% (25 pts) Background / References (See Section 3.1)

2. Project Approach / Understanding Weight 25% (25 pts) (See Section 3.2)

3. Key Personnel and Operations Weight 25% (25 pts) (See Section 3.3)

4. Price Proposal Weight 25% (25 pts) (See Section 3.6)

2.18 AWARD OF CONTRACT

The award, if any, will be made to the responsive, responsible proposer whose proposal is considered to be the most advantageous to the County based on the Selection Committee’s opinion after review of every such proposal including, but not limited to, price.

Upon review and approval of the Selection Committee’s recommendation for award, the Procurement Department will post the award recommendation at the Procurement Department and on the Procurement Department website at www.pbcgov.org/procurement for a period of five (5) business days for review by interested parties prior to final approval of the award. The apparent successful proposer will be notified of the recommendation for award by mail. The recommended awardee shall provide documentation that demonstrates that the individual(s) executing the Contract has the authority to do so and to legally bind the recommended awardee. A contract must be completed and executed by the successful proposer and the County and, when appropriate, by the Board of County Commissioners before it becomes valid and effective. If these conditions and contract negotiations, if applicable, are not met and/or completed within a reasonable timeframe as determined by the County, the County may elect to cancel the Recommended Award to that proposer and make the award recommendation to the next most advantageous proposer. This process may continue until such time as the County has determined to cancel the procurement in its entirety.

The official posting on the Procurement Department website shall prevail if a discrepancy exists between the referenced listings.

2.19 DISCLOSURE OF OWNERSHIP INTERESTS

Pursuant to a directive by the Board of County Commissioners, the Disclosure of Ownership Interest affidavit (DOIA, Appendix D) must be completed on behalf of any individual or business entity that seeks to do business with the County when applicable.

Disclosure does not apply to nonprofit corporations, government agencies, or to an individual’s or entity’s interest in any entity registered with the Federal Securities Exchange Commission or registered pursuant to Chapter 517, F.S., whose interest is for sale to the general public.

Upon request from the Procurement Department, the recommended awardee shall submit a completed DOIA (Appendix D) within a reasonable time, as requested. If the recommended awardee fails to submit a completed DOIA in a timely manner, the County, at its sole discretion, may elect to cancel the Recommended Award.

2.20 STANDARD CONTRACT PROVISIONS (ATTACHMENT 1)

The selected proposer will be required to execute a contract similar to the attached Sample Standard Contract (Attachment 1). If a proposer has comments related to any of the provisions in this RFP and/or the Sample Standard Contract, comments must be made, in writing, no later than the date specified in the RFP Timetable (see Section 1.7).

The Sample Standard Contract provisions (general and specific) will be incorporated into any contract resulting from this RFP. Should any selected proposer and the County be unable to consummate a written contract, the County may proceed to the next most advantageous proposal as determined by the Selection Committee or issue a new solicitation or cancel the procurement process in its entirety.

2.21 COMMENCEMENT OF WORK

This RFP does not, by itself, obligate the County. The County’s obligation will commence when the contract is approved by the Board of County Commissioners or their designee and upon written notice to the proposer. The County may set a different starting date for the contract. The County will not be responsible for any work done by the proposer, even work done in good faith, if it occurs prior to the contract start date set by the County.

2.22 INSURANCE REQUIREMENTS

Prior to the effective date of the Contract, it shall be the responsibility of the successful proposer to provide evidence of the minimum amounts of insurance coverage specified in Attachment 1, Article 14, to Palm Beach County through the Contact Person set forth in Section 1.9, until otherwise notified by County.

The successful proposer shall, on a primary basis and at its sole expense, maintain in full force and effect, at all times during the life of this Contract, insurance coverages and limits (including endorsements) as described herein (see Attachment 1, Article 14). Failure to maintain the required insurance shall be considered default of the Contract. The requirements contained herein, as well as the County’s review or acceptance of insurance maintained by the successful proposer, are not intended to and shall not in any manner limit or qualify the liabilities and obligations assumed by the successful proposer under the Contract.

2.23 DRUG-FREE WORKPLACE CERTIFICATION

Proposers should submit, with their proposal, an executed Drug-Free Workplace Certification (Appendix C) indicating that the proposer has implemented a Drug-Free Workplace Program which meets the requirements of Section 287.087, F.S.

2.24 AUTHORIZED SIGNATURE

The authorized representative signature required on all offers and the Contract must be made by an officer of the company (if applicable).

2.25 PROHIBITION AGAINST CONSIDERING SOCIAL, POLITICAL OR

IDEOLOGICAL INTERESTS IN GOVERNMENT CONTRACTING - F.S.

287.05701.

Proposers are hereby notified of the provisions of section 287.05701, Florida Statutes, as amended, that the County will not request documentation of or consider a Proposer’s social, political, or ideological interests when determining if the Proposer is a responsible Proposer. Proposers are further notified that the County's governing body may not give preference to a Proposer based on the Proposer’s social, political, or ideological interests.

2.26 DISCLOSURE OF FOREIGN GIFTS AND CONTRACTS WITH FOREIGN

COUNTRIES OF CONCERN

Pursuant to F.S. 286.101, as may be amended, by entering into a Contract or performing any work in furtherance hereof, the Proposer certifies that it has disclosed any current or prior interest of, any contract with, or any grant or gift received from a foreign country of concern where such interest, contract, or grant or gift has a value of $50,000 or more and such interest existed at any time or such contract or grant or gift was received or in force at any time during the previous five (5) years.

2.27 FEDERAL TERMS AND CONDITIONS

Proposers are hereby notified that Federal Terms and Conditions, as amended, will apply in the event federal funds apply to any good and/or service the County is seeking proposal for. Proposer certifies Proposer has read the Federal Terms and Conditions located online at https://discover.pbcgov.org/procurement.

https://discover.pbcgov.org/purchasing

SECTION 3

PROPOSAL REQUIREMENTS

PROPOSAL FORMAT AND CONTENT

Format

Proposer shall submit one (1) unbound original, five (5) bound copies, and one (1) electronic copy in pdf (CD or flash drive) of the complete proposal. Proposals should be typed and submitted on 8 ½” x 11” size paper. Copies should be bound using a single method of fastening (e.g., stapled, binder, etc.). Proposals should include only brief and concise narrative. The enclosure of elaborate or unnecessary verbiage or promotional material is discouraged.

Table of Contents

Proposals should contain a Table of Contents. The Table of Contents outlines, in sequential order, all of the areas of the proposal and it allows for clarity and ease of review of the proposal.

Letter of Transmittal

Proposals should contain a Letter of Transmittal addressed to Bridget Williams, Procurement Manager, and should, at a minimum, contain the following:

a. Identification of Proposer, including name, address and telephone number.

b. Proposed working relationship between proposer and subcontractors, if applicable.

c. Name, title, address, telephone/fax numbers and e-mail address of contact person during period of proposal evaluation.

d. Signed by a person authorized to bind proposer to the terms of the proposal.

Technical Proposal

Proposals shall contain all of the documents listed below, each fully completed, signed, and notarized as required. Failure of a proposer to provide the required information is considered sufficient cause to deem the proposal non-responsive.

The item(s) marked by an asterisk (*) should be a part of the proposal; however, if these items are omitted, the proposer must submit the item(s) upon request from the County within a time frame specified by the County (normally within two working days of request) or the proposal shall be deemed non-responsive. All other items must be submitted with the proposal or it shall be deemed non-responsive.

Notwithstanding these proposal requirements, the County reserves the right, at its sole discretion, to waive any minor irregularity relating to the proposal. Upon request, it shall be the responsibility of the proposer to address the determined minor irregularity within a time frame specified by the County (normally within two working days of request). Failure of a proposer to provide the required information within the specified time frame is considered sufficient cause to deem the proposal non-responsive.

Each of the following requirements should be addressed in separate sections of the proposal.

3.1 EXPERIENCE / QUALIFICATION / BACKGROUND / REFERENCES

INFORMATION

3.1.1 Each proposer shall submit a detailed statement of their experience, qualifications, and background for providing transit development plans and transportation related long-term plans for.

* 3.1.2 Each proposer should submit a minimum of three (3) references demonstrating the successful provision of Transit Development Plans within the past seven (7) years.

Each reference should include the following:

a. Name of client company, current contact names, addresses, email addresses, telephone/ fax numbers, dollar amount of contracts and dates of service.

b. Scope of Work, types of services performed and number of full-time staff provided.

3.2 PROJECT APPROACH / UNDERSTANDING INFORMATION

The proposer shall provide a detailed narrative description of its approach and methodology for implementing transportation-related long-term planning initiatives including, but not limited to, the following:

3.2.1 Overview of the project tasks to be performed.

3.2.2 County resources which will be required to conduct the study.

3.2.3 Timeline and milestones for performing the required services from start to completion.

3.3 KEY PERSONNEL AND OPERATIONS INFORMATION

The proposer shall provide:

3.3.1 An Organizational Chart identifying the structure of firm.

3.3.2 A list of the key personnel assigned to the project, along with a complete resume detailing their experience, education, expertise, qualifications, and knowledge of the project.

3.3.3 A description of the role of each staff member who will be responsible for handling and monitoring the Contract.

3.3.4 Identify projects of similar nature in which each staff member has been involved.

3.4 COMMERCIAL NON-DISCRIMINATION

As a condition of submitting a proposal to the County, the proposer agrees to comply with the County’s Commercial Non-discrimination Policy as described in Resolution R2025-0748, as may be amended. In accordance with Palm Beach County Code Section 2-80.24, proposer hereby certifies and agrees that the following information is correct: In preparing its response to this solicitation, the proposer has considered all proposals submitted from qualified, potential subcontractors and suppliers, and has not engaged in "discrimination" as defined in the County’s Commercial Nondiscrimination Policy as set forth in Resolution R2025-0748, as may be amended, to wit: discrimination in the solicitation, selection or commercial treatment of any subcontractor, vendor, supplier or commercial customer on the basis of race, color, national origin, religion, ancestry, sex, age, marital status, familial status, sexual orientation, disability, or genetic information, or on the basis of any otherwise unlawful use of characteristics regarding the vendor's, supplier's or commercial customer's employees or owners;

provided that nothing in this policy shall be construed to prohibit or limit otherwise lawful efforts to remedy the effects of discrimination that have occurred or are occurring in the County’s relevant marketplace of Palm Beach County. Without limiting the foregoing, "discrimination" also includes retaliating against any person or other entity for reporting any incident of "discrimination." Without limiting any other provision of the solicitation, it is understood and agreed that, if this certification is false, such false certification will constitute grounds for the County to reject the proposal submitted by the proposer for this Solicitation, and to terminate any contract awarded based on the response.

At the time of proposal submission, the proposer shall provide to the County a list of all instances within the immediate past four (4) years where there has been a final adjudicated determination in a legal or administrative proceeding in the State of Florida that the proposer discriminated against its subcontractors, vendors, suppliers or commercial customers, and a description of the status or resolution of that complaint, including any remedial action taken.

Indicate your agreement to the foregoing by signing the Price Proposal Page(s).

In accordance with Palm Beach County Code Section 2-80.24, this certification and agreement must be completed and submitted with the proposal for all solicitations.

*3.5 FINANCIAL / BUSINESS STABILITY

Proposer should submit the following:

The firm’s most recent financial audit, within the past two (2) years, with a statement from an independent certified public accountant, prepared in accordance with generally accepted accounting principles, demonstrating the firm’s financial stability.

Required Appendices

3.6 PRICE PROPOSAL INFORMATION

The proposer shall submit the attached Price Proposal Page(s) (Appendix A) filled out and signed. The proposer shall indicate the amount of money to be paid by the County during the Contract term.

Offers will receive up to the maximum points listed in 2.17 above, based upon the reasonableness of the total price and competitiveness of this amount with other offers received.

In order for the County to make payment, the Vendor’s Legal Name, Vendor’s Address and Vendor’s TIN/FEIN Number on the Contractor’s proposal and Contract must be exactly the same as it appears on the invoice and in the County’s Vendor Self Service (VSS) system. Contractor shall send ALL ORIGINAL invoices to the following address and shall send copies of invoices to the County’s representative set forth in the Contract. Invoices submitted on carbon paper shall not be accepted.

PALM BEACH COUNTY

FINANCE DEPT.

P.O.BOX 4036

WEST PALM BEACH, FL 33402-4036

Note: Palm Beach County Vendors can now be paid by Credit Card via the County’s voluntary Payment Manager Program. For vendors who do not have a merchant account, one is needed to utilize the Program. For vendors with a merchant account, you will need to enroll with the Palm Beach County Clerk & Comptroller’s office. For information, contact the Palm Beach County Clerk & Comptroller at pbcpaymentmgr@mypalmbeachclerk.com.

3.7 BUSINESS INFORMATION

Each proposer shall complete and submit the attached Business Information page (Appendix B).

3.8 SPECIAL CONTRACT PROVISIONS:

The proposer shall complete the attached Special Contract Provisions (Appendix E) and submit it with their proposal.

3.9 DEBARMENT AND SUSPENSION (CERTIFICATION REQUIRED):

A completed "Certification Regarding Debarment and Suspension" is required at time of submission of proposal. See Section 2.23.B of this RFP. Upon request, the successful proposer agrees to provide the County with subsequent certification(s) for it and/or its suppliers, subcontractors and subconsultants after Contract award

3.10 AMENDMENTS TO THE RFP

It is the proposer’s responsibility to assure receipt of all amendments. The proposer shall verify with the designated contact person, prior to submitting a proposal, the number of amendments that have been received. Each amendment to the RFP shall be signed by an authorized person and shall be submitted with the proposal or the proposal shall be deemed non-responsive.

3.11 NON GOVERNMENTAL ENTITY HUMAN TRAFFICKING AFFIDAVIT

Proposer warrants and represents that it does not use coercion for labor or services as defined in section 787.06, Florida Statutes. Proposer has executed Exhibit D, Nongovernmental Entity Human Trafficking Affidavit, which is attached hereto and incorporated herein by reference.

3.12 ADDITIONAL APPENDICES - ADDITIONAL INFORMATION

Information considered by the proposer to be pertinent to this project and which has not been specifically solicited in any of the aforementioned sections may be placed in a separate appendix section. Proposers are cautioned, however, that this does not constitute an invitation to submit large amounts of extraneous materials. Appendices should be relevant and brief.

mailto:pbcpaymentmgr@mypalmbeachclerk.com

3.13 LITIGATION HISTORY

Proposers shall list and provide the following:

1. All pending litigation against Palm Beach County.

a. Provide the case style and corresponding case number

2. All pending litigation where Proposer and Palm Beach County are parties.

3. All past litigation against Palm Beach County or where Proposer and Palm Beach

County were parties.

4. All pending demands, protests, or requests for alternative dispute resolution pertaining to contracts and Projects with Palm Beach County.

a. Provide the Contract date and number, as well as the Project name and number

5. All Contract numbers/Project names and numbers where Proposer is actively, or has in the past, participating in alternative dispute resolution pertaining to Contract and Projects with Palm Beach County.

6. All pending litigation against any governmental entity.

a. Provide the full name of entity, case style, corresponding case number, and

State and County.

7. All governmental entity names/agency names, Contract numbers, Project names and numbers, and corresponding dates where it has been or is currently alleged Bidder is in default of contract.

8. All governmental entity names/agency names, Contract numbers, Project names and numbers, and corresponding dates where Proposer was suspended as it related to performance of a Contract.

9. All pending litigation against any non-governmental entity where Proposer alleges breach of contract against said entity:

a. Provide the full name of entity, case style, corresponding case number, and State and County.

10. All past litigation against any non-governmental entity where Proposer alleged breach of contract against said entity:

a. Provide the full name of entity, case style, corresponding case number, and State and County.

Failure to provide the above information with your response will deem the Proposer non responsive. Based on the information provided above, a Proposer may be deemed non responsible if in current litigation with Palm Beach County or any other governmental entity or has previously been in litigation with Palm Beach County or any other governmental entity within the past five (5) years with outcome. If case is still ongoing then status of the case.

3.14 RELATED ENTITIES

Proposers shall disclose if a proposed subcontractor or supplier is associated with or related to the entity as part of the ownership group, board or management of the entity responding to the solicitation.

SECTION 4

SCOPE OF WORK/SERVICES

4.1 PURPOSE OF THE PROJECT

Palm Beach County is seeking proposals from qualified and experienced companies to develop the required TDP for Palm Tran.

The TDP shall contain Palm Tran's vision, mission, goals, and objectives, taking into consideration the findings of the conditions assessments. This document shall also reinforce the measurability of objectives, considering performance measures and the setting of benchmarks to track progress.

4.2 CONSULTANTS SERVICES

TASK 1: PUBLIC INVOLVEMENT PROCESS

The outreach activities for this TDP are outlined in this task. The purpose of the outreach component is to provide opportunities for public involvement in the TDP process while coordinating with and involving local and regional agencies. This includes all key stakeholders, LRTP coordination, and related Metropolitan Planning Organization (MPO) multimodal planning and programming.

TASK 1.1: AGENCY INVOLVEMENT AND COORDINATION

The Consultant shall assist staff (assumed herein to refer to Palm Tran staff, depending on the specific activity) in assembling a 5-7 person Project Review Team (PRT) for the effort. The purpose of this team will be to provide guidance and input, oversee the TDP process, and review applicable deliverables. It is envisioned that up to two (2) virtual coordination meetings will be held with the team. In addition, a project kickoff meeting will also be conducted with staff and any other parties as identified by the staff. The Consultant shall prepare for and lead each of these meetings with guidance and support from staff. At each meeting, the Consultant shall provide participants with pertinent meeting materials as needed.

TASK 1.2: PUBLIC INVOLVEMENT PLAN

The Consultant shall prepare a draft Public Involvement Plan (PIP) that will document the TDP-specific outreach activities planned under this task. This PIP will follow FDOT guidelines established in the new TDP Rule. Special emphasis will be given in this PIP to address already completed LRTP public outreach efforts that can be used to help obtain feedback useful for the TDP. This may include the use of any LRTP public input surveys, as well as findings from the LRTP public workshops.

As required by the new TDP rules, FDOT, MPO, CareerSource Palm Beach County, and the Palm Beach County Planning & Zoning Services will be notified in advance of all outreach events to allow for their involvement and participation. The Consultant shall make one round of comments from Palm Tran to finalize the PIP.

The staff will submit the PIP to FDOT District 4 staff for review and approval before the Consultant begins any significant outreach efforts.

TASK 1.3: PUBLIC INVOLVEMENT ACTIVITIES

The TDP shall include public involvement activities to collect stakeholder input and educate and inform the community about the TDP and its results. Public involvement efforts should be open to the public, ADA compliant, as well as address language requirements for Palm Beach County.

TASK 1.3.1: STAKEHOLDER INTERVIEWS

The understanding of local conditions should include knowledge of the perceptions and attitudes of community decision-makers and leaders towards transit, up to 10 virtual stakeholder interviews will be conducted as part of the public involvement process. The Consultant shall work with Palm Tran staff to identify potential participants, which may include individuals who participated in similar interviews during the prior TDP major update. The Consultant shall summarize the results to identify key themes to carry forward during the TDP update.

TASK 1.3.2: PUBLIC INPUT SURVEYS

The Consultant shall conduct two online TDP-specific surveys to gather public input and reach a broader spectrum of the general public who may not be able to participate in other outreach activities. The surveys shall identify transit needs and concerns regarding the proposed recommendations. The online surveys will be available via QR codes and web links while also posted on the MPO and Palm Tran websites and social media. Surveys should be kept concise and easy to complete to encourage participation. The Consultant shall analyze the survey responses for use in identifying transit needs and developing the 10-year priorities.

TASK 1.3.3: PUBLIC WORKSHOPS

The Consultant shall conduct four (4) public workshops for the TDP (may be virtual). Two workshops shall be held early in the TDP process to educate attendees about the effort and collect input on transit needs and two workshops later in the process, to gather input on potential improvements. The specific timeline and approach for this set of workshops shall be documented in the TDP’s PIP based following this coordination. One set of materials will be prepared for this set of workshops.

TASK 1.4: COORDINATION WITH MPO’S LRTP ON OUTREACH

COORDINATION (SURVEYS AND PUBLIC WORKSHOPS)

Per the updated requirement in the TDP Rule concerning coordination with the local MPO planning processes, the Consultant shall coordinate with the MPO’s LRTP throughout the TDP process, and leverage applicable findings from outreach activities that have been completed for the LRTP for use in the TDP.