RFP Water Transportation Services - Route F4.docx

MASSACHUSETTS

BAY

TRANSPORTATION

AUTHORITY

REQUEST FOR PROPOSALS (RFP)

NON-FEDERAL FUNDED

RFP#: 103B-18

COMMBUYS#: BD-19-1206-40000-40000-30048

WATER TRANSPORTATION SERVICES ROUTE F4 CHARLESTOWN TO LONG WHARF

Date Issued: August 6, 2018

RFP: 103B-18

CommBuys Bid #: 103B-18 - 1 - Project Name: Water Transportation Services Contents

Attn: Bidder/s Request for Proposals (RFP) # 103B-18 RFP Description: Water Transportation Services – Route F4 Charlestown to Long Wharf

Dear Madam/Sir, The Massachusetts Bay Transportation Authority (“MBTA” or “Authority”), a corporate and a political subdivision of the Commonwealth of Massachusetts, existing pursuit to Mass. Gen. Laws, ch 161A (as amended) invites Bidders to participate in the competitive bid for Operations and Maintenance of Route F4 The Scope of Work is outlined below in Section 2 All formal communication with the MBTA during the bidding period shall be only through the designated point of contact.

The MBTA’s designated point of contact for this solicitation will be:

Eric Welsh Massachusetts Bay Transportation Authority 10 Park Plaza, Room 2810 Boston, MA 02116 Email: ewelsh@MBTA.com The RFP shall be launched through CommBuys. The RFP proposals must be submitted electronically via CommBuys no later than Monday August 27, 2018 by 12:00PM EDT, in full compliance with this RFP including but not limited to Section A, General Instructions to Bidders. This RFP shall remain in force until the execution of the Contract, or until modified or cancelled by the MBTA.

Respectfully, Eric Welsh

Massachusetts Bay Transportation Authority

RFP #

INTRODUCTION

Overview The Massachusetts Bay Transportation Authority (“MBTA” or “Authority”) seeks proposals for the maintenance and operations of its Route F4. The scope of services includes provision of vessels (see Section 2.2.1), and maintenance and operation of the Contractor-supplied vessels to provide the scheduled service described in Sections 2.1.1 and 2.1.3.

The Contractor is also responsible for ticket sales (Section 2.4.2), fare collection (Section 2.4.6) and certain facility maintenance activities (Section 2.3.2) as well as all other items described in these technical specifications. Contractor will provide all crews (Section 2.5.1) and supplies – including fuel, for vessel operation, and all maintenance personnel, facilities, materials and equipment to meet the requirements of these specifications.

Definitions and Terms ADA – Americans with Disability Act Agreement – See Contract Authority – See MBTA Bidder – See Offeror BPDA – Boston Planning and Development Agency Charlestown Navy Yard – The docking facility located at Pier 4 in the Charlestown Navy Yard.

Compensation – The subsidy paid to the Operator.

Contract – The written agreement executed by the Authority and the Contractor, setting forth the obligations of the parties thereunder.

Contractor – The individual, firm, partnership, corporation or combination thereof, private, municipal or public, including joint ventures, which, as an independent Contractor, has entered into a Contract with the Authority.

DCR – Department of Conservation and Recreation Expenses – Shall mean outflows or other using up of assets or incurrences of liabilities (or a combination of both) from delivering services on this contract. Expenses shall be allowed subject to complying with generally accepted accounting principles (GAAP) and Federal and State laws and regulations. This includes expenses being ordinary, necessary and consistent with generally accepted prudent business practices in the conduct of a competitive business and arm’s – length bargaining.

Fixed Cost per Trip – The cost to provide a one-way trip, from dock to dock, between two terminals identified for ferry service within the Offeror’s proposal. This cost should include all costs to operate the service, even those that are not trip specific, allocated evenly to all revenue trips operated in the service period. The Fixed Cost per Trip will also include the annual Fixed Operator Management Fee, divided by the number of trips operated in that year. The Authority has the sole right to change the number of trips. Any additions or reductions of service will adjust the compensation to the Contractor accordingly.

Fixed Operator Management Fee – The fee the Authority will pay the contractor to run the number of trips as shown in the RFP.

Hewitt’s Cove Marina – The docking facility located at Hewitt’s Cove Marina at Shipyard Drive on Lincoln Street in Hingham, MA.

Long Wharf – The docking facility situated at the south side of Long Wharf, Boston, situated between Long Wharf and Central Wharf, parallel to Old Atlantic Avenue.

MBTA – Massachusetts Bay Transportation Authority also called “The Authority”.

MassDOT – Massachusetts Department of Transportation Offeror – An individual, firm, partnership, corporation, or combination thereof, submitting a proposal. Also called a “Bidder”.

Operator – See Contractor Peak Hours – The following service hours: 6:00am – 9:00 am and 3:30 pm – 6:40 pm.

Revenue – All passenger revenue received.

F4 - Charlestown Ferry – The MBTA ferry service operating between Long Wharf in Boston, MA and the Charlestown Navy Yard in Charlestown, MA Subsidy – The payment by the Authority to the Operator equal to the “Fixed Cost per Trip” multiplied by the number of trips operated, plus any reimbursement provided for fuel.

Total Annual Operating Expenses – Proposer’s estimate of annual operating expenses for the service. The Authority will have no liability for costs which may be incurred by the Contractor in excess of this amount.

Total Proposal Price – The combined proposal price for Years 1, 2, 3, 4 and 5, including the 90-day transition period.

SCOPE OF WORK

Passenger Service Routes and Schedules Route Descriptions The passenger ferry routes are as follows, and as depicted in Figure 1.

Figure 1: Route Map

Offerors acknowledge by submission of their proposal that they are familiar with the physical conditions and navigational constraints at the existing docking facilities for the services on which they are proposing.

Route Schedules The operator shall provide ferry service per the schedule set by the Authority. This service operates from Pier 4 at Charlestown Navy Yard to Long Wharf in Boston. The service must be provided as follows and according to the schedule in Attachment M.

Days of Service Contractor is required to operate this service seven (7) days per week, Monday through Friday, plus Saturday and Sunday.

Weekend service is required on the following holidays:

MBTA Water Transportation Services Page 1

· Memorial Day

· Independence Day (4th of July)

· Labor Day

· Thanksgiving Day Service is not required on the following holidays:

· New Year's Day

· Christmas Day Full weekday service is required on all other holidays, unless those holidays fall on a Saturday or Sunday, when weekend service will operate.

Passenger Ferry Vessels Contractor shall provide passenger ferry vessels, as described in the following sections. Enough vessels must be provided to meet the service schedules described in Section 2.1.2.

At all times during the MBTA service hours, the operator shall provide a backup vessel meeting the vessel requirements in Section 2.2.1. The operator must immediately notify the Operations Control Center (OCC) of any service failures and anticipated service delays and/or impacts (see Section 2.9.1). Every reasonable effort must be made to notify passengers at terminals of service delays or cancellations in a timely manner. In the event of vessel failure service must be restored as soon possible.

Minimum /Maximum Vessel Requirements for Scheduled Service Vessel capacity minimums must be achieved to meet projected ridership demand and schedule, as specified here. The passenger carrying capacity minimums are based on estimated projections of ridership expected during the contract period, and do not represent a guarantee of future passenger counts. Backup vessels must be available to meet operating requirements as outlined here.

Enough vessels must be provided to meet the schedule described in Section 2.1.2, but at a minimum:

· Two vessels with minimum capacity of 100 passengers

· One back-up vessel with minimum capacity of 100 passengers The Authority reserves the right, but not the obligation, to inspect any and all vessels to ensure compliance with minimum requirements, and to reject any vessel not in compliance, at any time.

All vessels to be used with the delivery of this service must be in Boston, MA on or before ten (10) days prior to the start of service.

Vessel Performance Characteristics All vessels proposed for service must be capable of completing the scheduled trips in the times specified below, while complying with all State and local speed, wake and wash requirements. These times apply year round, under all normal operating conditions, including summer season trips with increased recreational and excursion traffic.

The vessels shall be configured such that they are capable of loading and unloading passengers in five (5) minutes during peak periods to maintain schedule.

Dock to dock travel times shall be no greater than 10 minutes, dock to dock in peak periods.

General Vessel Requirements All operator-supplied vessels proposed for service must:

· Be in good operating condition with clean interiors and exteriors.

· Be able to accommodate all passengers inside of heated passenger areas.

· Be equipped with operable windows or air conditioning.

· Be equipped with one life preserver per passenger.

· Provide on board public access to cardiopulmonary resuscitation equipment and Automated External Defibrillator (AED). The Captain must be licensed in CPR and AED equipment use. All equipment must be properly maintained according to manufacturer standards. Current CPR guidelines must be followed as required by the United States Coast Guard.

· Comply with all applicable United States Coast Guard, and Department of Homeland Security requirements. All vessels must comply with all applicable United States Coast Guard and Department of Homeland Security requirements. With regard to 33 CFR, Chapter 1, Subchapter H, Part 104 --- Maritime Security – Vessels, operator will provide the MBTA with a current letter from the Coast Guard Commanding Officer, Marine Safety Center, acknowledging approval of a Vessel Security Plan and any approved revisions or amendments thereto, for each vessel proposed for this service. Approval letter(s) will be provided to the MBTA 10 days prior to the start of service and updated annually.

· Have average interior operating noise levels less than 75 Dbs (decibels). Statements attesting to decibel readings must be submitted for each vessel proposed for service.

· Be equipped to meet all requirements of the MBTA cell phone policy, included in Attachment H.

· All vessels must comply with State and Local speed, wake and wash limits at all times of contract duration.

· To follow the guiding principles of the MBTA’s Environmental Management Policy, the Operator shall use lower sulfur fuel for Operator-owned vessels wherever possible.

Vessel Accessibility Requirements All vessels must comply with all applicable accessibility requirements at the time of the contract award, including conformance with all Federal Americans with Disabilities Act (ADA), State Massachusetts Architectural Access Board (MAAB), local and any other applicable regulations.

All vessels must be equipped with rest room facilities, including as required by ADA and MAAB at the time of contract award.

The operator is responsible for compliance with all applicable current and future Coast Guard, Federal, state and local guidelines, statutes and regulations for accessible service. All Offerors are encouraged to obtain the most current guidelines, statues and regulations from each agency (ADA, MAAB, Coast Guard, federal, state and local). Failure by the operator to comply with all current and future Coast Guard, Federal, state and local guidelines, statues and regulations for accessible service may, at the sole discretion of the Authority, result in penalties and/or termination of the contract per terms of the final Contract (see sample in Attachment N). All costs associated with vessel modifications to achieve full compliance with said accessibility requirements shall be borne by the operator and are not subject to reimbursement by the Authority.

A copy of relevant federal access codes can be obtained from the United States Architectural and Transportation Barriers Compliance Board (ATBCB or Access board). A copy of MAAB regulations may be obtained from the Massachusetts State House Bookstore.

The freeboard height provided at designated landings at all docking facilities will be between 4.0 and 4.5 feet. Vessel loading points must be between 4.0 and 5.0 feet. If the Offeror proposes to operate a higher freeboard vessel, such as a bow-loaded vessel, which may have a freeboard of up to 8.0 feet, the Offeror shall be responsible for dock modifications to achieve required accessibility standards.

At a minimum, the Authority will require ramp access at dockside facilities, and a bridgeplate to span the gap between the boarding platform and vessel (bridgeplate to be kept onboard the vessel).

All proposed dock modifications will require the review and approval of both the MBTA, and if applicable, the dock owner of record. No modifications shall be made to MBTA property without the MBTA’s written approval.

Operator-supplied vessels shall have signage that relates safety information for passengers with hearing and/or vision impairments.

Vessel Dimensions Vessel dimensions and maneuvering capabilities must allow for safe and efficient docking at the designated terminal locations at all tide conditions.

Offerors acknowledge by submission of their proposal that they are familiar with the physical conditions and navigational constraints at the existing docking facilities for the services on which they are proposing.

Offerors also certify that the proposed vessels can operate safely and efficiently at these berthing facilities and meet all requirements of this specification.

Draft of all vessels, when fully loaded, shall be shallow enough to operate where required for the ferry service during all tide conditions.

Egress/Access from each vessel must be from an area which is a minimum of 3 feet wide. Boarding platforms must have a minimum turning radius of 60-inches. There must be egress/access areas on both sides of the boat.

The MBTA reserves the right, but not the obligation to inspect any and all vessels to ensure compliance with the minimum requirements and to reject any vessel not in compliance, at any time.

Docking facilities are located at:

· Long Wharf – Boston, MA

· Charlestown Navy Yard, Pier 4 – Charlestown, MA Due to dockage constraints at Long Wharf, the maximum vessel length required for this route is 65 feet. Operators shall demonstrate that the proposed vessels are of appropriate dimensions to meet the needs of the service and are of the appropriate dimensions and maneuverability to operate in confined spaces such as at the existing MBTA Long Wharf docking facility.

Vessel Maintenance The Contractor shall maintain the vessels used under this contract in first class operating condition, maintaining the speed, safety and efficiency and in accordance with applicable codes, laws and regulations prior to and throughout the contract period.

Workmanship shall conform in all respects with best marine industry practices to assure peak vessel performance. The deferral of maintenance, service, repairs, inspections and tests will not be accepted. Passenger areas shall be kept clean and in good repair at all times in passenger service. The Contractor shall service, inspect, maintain and clean equipment to such that they are able to satisfy the requirements of the Authority’s Ferry schedule.

GPS Tracking Operator shall provide GPS tracking of its vessels in a format compatible with the Authority’s online reporting system, TRMS, for reporting of on time performance. The Authority will provide the GPS tracking unit for installation by the Operator. Operator shall maintain the units, including all recurring costs, throughout the contract term.

Maintenance Management System - Wheelhouse The Operator will utilize the Authority’s Maintenance Management System (MMS) to record and document all maintenance, labor, and parts usage on the passenger vessels used in Authority service and any other Authority-owned assets that are maintained by the Operator. The Authority is currently using Wheelhouse as its MMS.

The Authority shall be the owner and administrator of the service’s subscription, but the Operator shall be responsible for all costs associated with maintaining the information related to the assets operated and/or maintained by the Operator for the Authority’s ferry service throughout the contract term. The Authority shall have the right to assign user accounts to employees of the Authority, Authority contractors, and any other appropriate users at the Authority’s sole discretion.

The MBTA shall have full 24/7 user access to the MMS including the ability to perform all functions as would the highest level user of the MMS for the Operator (e.g. data input, data download, report generation, etc.).

All data reported in this system must have the ability to be sorted by task, part number, date, employee performing work, hours, location, repeat failures as defined by part number, task, or equipment ID and supervisor. The work order must define the work scope, action taken (example: replace, repair), time to accomplish task and amount of material consumed to perform task (if applicable). Free form text cannot be accepted to close a work order. The system shall be maintained such that sufficient detail is attached to each record to document the description of a failure and the corrective action taken. All data entered into the MMS pertaining to the Authority’s vessels shall be the property of the Authority.

All changes to MMS administration, program upgrades, and required use will be utilized by the Operator in accordance with all current and future MBTA practices and procedures. Operator shall not make any alterations to the setup, functionality or other configuration of the system without MBTA approval.

Within 60 days of the NTP, Operator shall update the MMS with all vessel information, maintenance requirements, maintenance intervals, spare part requirements, manuals, schematics and other information for the assets operated and/or maintained by the Operator for the Authority’s ferry service, as required by the Authority.

Reports from the MMS shall be provided to the Authority as requested.

Required Technical Proposal Submittals In response to the requirements of Section 2.2, Offerors must provide the following as part of their Technical Proposal:

· Vessel name.

· Vessel age.

· Passenger capacity.

· Anticipated remaining service life of the vessel.

· Type of power plant.

· Number of hours logged on each engine to date.

· Date of the most recent routine maintenance repair.

· Date of the most recent major vessel maintenance repair.

· Date of the most recent external hull maintenance above the water line.

· Date of the most recent internal or external hull maintenance below the water line.

· Date of most recent marine survey of the vessel.

· For new vessels to be constructed, the proposer shall submit the following information:

· Vessel make.

· Vessel model.

· Passenger capacity.

· Type of power plant.

· Vessel construction schedule including confirmation of proposed delivery date by shipbuilder.

SUBMIT: Non-Contingent Proof of Vessel Availability – Offerors must submit with their Technical Proposal, proof of vessel availability for the entire base term defined in Section 1.7. Proof of availability for the optional term will be required at such time as the Authority and the selected operator agree to exercise the optional term. Proof of availability shall consist of one of the following:

For vessels owned by Offeror:

Proof of ownership, including, but not limited to current, up to date Coast Guard Certificate of Inspection.

For vessels leased/chartered by Offeror:

Current, up to date Coast Guard Certificate of Inspection to establish the current owner, AND

A non-contingent letter of intent from the current owner, stating it has agreed to lease the subject vessel(s) to the Offeror for the entire contract period, if the Offeror is awarded the contract.

For vessels being purchased by Offeror:

Current, up to date Coast Guard Certificate of Inspection to establish the current owner, AND

Signed, non-contingent letter of intent from vessel owner, manufacturer or dealer indicating that the Offeror will take delivery of the subject vessel(s) in Boston, Massachusetts no later than ten (10) days prior to the start of service if the Offeror is awarded the contract.

· All servicing tasks;

· All inspection tasks;

· All maintenance tasks;

· All cleaning tasks, including re-stocking vessel supplies;

· Defect and repair policies and procedures; and

· Proposed workflow to complete all required tasks.

· Method for ensuring that all maintenance information is properly entered into the Maintenance Management System (see Section 2.3.6).

The VMP shall comply with the requirements for an “Inspection, Testing and Maintenance Plan” set forth by USCG as it pertains to the inspection and maintenance of Subchapter T vessels.

The above data for each vessel shall be updated and submitted to the Authority before the start of the contract’s base term and updated by the operator with the current information by January 1st of each year during the term of this contract.

Docks and Facilities The Operator shall provide, perform and include in the contract scope and contract price: the contract services described in this section and as otherwise required to safely and reliably operate the contracted ferry services. Operator shall maintain all vessels, support systems, property and associated equipment in a safe and reliable conditional at all times. No additional payments will be made by the Authority at any time throughout the duration of the contract for these services.

Maintenance Facility The Operator will be responsible for providing, operating and maintaining its own maintenance facility, which must be within 30 miles of the service area. The Operator shall identify in its Technical Proposal, the location and a general description of the maintenance facility as well as a proposed Maintenance Plan for all service vessels.

The Operator must provide proper means for sewage and hazardous material disposal, compliant with all applicable federal, state and local regulations.

Docking Facilities The Contractor shall fulfill the obligations of the Authority’s docking agreements at the following locations:

· Charlestown Navy Yard – Massachusetts Department of Conservation and Recreation

· Long Wharf – The Boston Planning and Development Agency (BPDA) Requirements of each agreement will be incorporated into the contract at the time of execution. Refer to the contract for required terms. Assignment of docking and layover space at any terminal is at the sole discretion of the Authority. The Authority reserves the right to change docking and layover assignments at any time.

The Authority will provide docking space during operating hours only. Any vessels not providing MBTA service, at the discretion of the Authority, shall be charged for docking space at any MBTA-owned or MBTA-leased facility. Right to use, and assignment of docking and layover space at any terminal is at the sole discretion of the Authority.

General Dock Maintenance The Operator is responsible for maintaining all components of the docking facilities as specified herein or as specified in the associated sublease agreement including, but not limited to, non-skid surfaces on all walking areas and maintenance of safety equipment. Operator shall assume all obligations, duties, terms, and the conditions of the Authority’s dock agreements for the docking facilities utilized for the ferry route operated. Requirements of each agreement will be incorporated into the contract at the time of execution. Docking facilities include all floating docks, barges, gangways and ramps.

At all docks used by the Operator:

· Trash Removal – Operator will remove rubbish and debris daily.

· Snow Removal – Operator will be responsible for snow removal from all pedestrian walkways.

· Power Sweep Docks – in May and September of each year, Operator shall perform a complete power sweep of the docks (excluding Hull and Logan Airport).

· Maintain Non-Skid Surfaces – The Operator shall maintain non-skid surfaces on all walking areas of docks in May of each contract year. Non-skid treatment and safety paint shall be applied annually.

· Schedule Updates – Operator will post and maintain MBTA-issued service schedules and customer service information at all docks served by its route.

· Safety and Support Equipment – Operator shall maintain safety and support equipment and perform minor safety-related and passenger amenity maintenance, such as replacement of burnt out light bulbs, or other minor repairs.

· Utilities – The Operator will be responsible for any utilities used by its vessels, including shore power, water and sewer.

· Major repairs will be the responsibility of the MBTA, unless assigned to the operator as Force Account work (see Section 2.18).

Monthly Dock Condition Report Once per month the Operator shall submit to the Authority a Dock Condition Report in a format mutually agreed upon by the Authority and the Operator. The report shall include all docks used by the Operator in providing the contracted service, regardless of ownership. At a minimum, the report shall include for each dock:

· Surface condition

· Visible structural damage

· Freeboard height

· Condition of vessel interfaces (bow loading section, bumpers/fenders, ramps, etc.)

· Inventory (cables, hoses, ramps, appliances, other devices or equipment) Required Technical Proposal Submittals

· All inspection, servicing, maintenance, cleaning and other tasks required by the contract.

The Facility and Dock Maintenance Plan shall be updated and submitted to the Authority before the start of the contract’s base term and updated by the operator with the current information by January 1st of each year during the term of this contract.

General Maintenance Requirements Seasonal Preparation Plans Within 30 days of Contract Award, Contract, and again as indicated below, the Operator shall submit to the Authority a seasonal preparation plan for vessels and all facilities and docks that are maintained and used by the Operator on the Authority’s service. Each plan shall include at a minimum:

· Maintenance activities and Timeline

· Parts and materials required, and timeline for their procurement Seasonal Preparation plans shall be submitted annually as follows:

· Winter Preparation Plans: Labor Day

· Summer Preparation Plans: March 31 The Authority shall provide their comments or concurrence within 30 days. The Operator shall implement activities set out in the mutually agreed upon plan on the timeline included in the plan. All routine activities under these plans shall be included in the Offeror’s cost proposal.

Winter Preparation Plans Operator shall establish and provide a Snow Removal Plan to the MBTA for approval no later than Labor Day of each Agreement Year. The plan shall identify labor, equipment, materials, management, repair facilities, chronological station assignments, initial starting points, back-up contractors, important names and phone numbers, and preseason activities. The plan shall include a strategy for effectively utilizing the Contractor’s labor resources during storm events. The plan shall also identify responsibilities in operations, maintenance and customer service areas. All preseason activities shall be performed by November 15th of each year in the contract term.

Winter Preparation Plans shall include, at a minimum:

Vessels:

· Maintenance, testing and activation of heating systems

· Procurement of and/or mobilization of winter tools and materials (shovels, de-icers, or other winter specific parts and materials)

· Winterization and/or storage of vessel parts and components not in use or prone to freezing in the winter

· Installation of matting on the docks to remove rock salt and ice melt from passenger’s feet.

Docks:

· Procurement of and/or mobilization of winter tools and materials (shovels, de-icers, or other winter specific parts and materials).

Summer Preparation Plans Summer Preparation Plans shall include, at a minimum:

Vessels:

· Maintenance and testing of air conditioning and ventilation system

· Modification of engine coolant blends if necessary Docks:

· Preparations for power washing and painting of the non-skid surfaces.

Capital Projects Plan Within sixty (60) days of Notice to Proceed, Contractor shall submit to the Authority a rolling 5-year capital maintenance plan that will keep the Authority Owned assets used in this contract in a state of good repair. The plan shall be updated annually by September 1 to be included in the Authority’s Capital Improvement Plan annual budget request. The Authority shall be responsible for obtaining funding for these projects. Contractor may be required to carry out these projects as force account work (see Section 2.18) once funding becomes available.

Capital projects are defined as overhaul, remanufacture, or replacement of major parts or components at the end of their useful life, or overhaul interval. Ongoing preventive maintenance is not considered a capital project. Repair or replacement of a part or component that experiences a catastrophic failure or requires premature capital work will not be paid for by the MBTA unless the Contractor has properly performed all OEM required maintenance, and documented such maintenance in the Authority’s MMS (see Section 2.3.6).

Authority Access Authority shall have access to premises, vessels, storage containers, terminal and maintenance facilities, equipment and work sites used by the Operator as follows:

· Authority owned/leased – without requiring advance notice

· Operator-owned & used in provision of the Authority’s ferry service – with 24 hours’ notice.

Alterations to Authority-Owned Assets The Contractor shall not make changes, alteration, modifications, etc. to the Authority vessels, docks or associated components without prior written approval of the Authority.

1. All approved changes, alterations or modifications to the service vessels and equipment configuration shall result in documented, controlled, uniform, and traceable systems on the vessels, inventories, and work equipment.

2. All such changes shall be documented by an Engineering Change Notice (ECN) as described below. The change shall be approved by the Authority in advance of Contractor conducting any work. The ECN shall include at least:

· Service vessel or equipment affected;

· Purpose of change;

Schedule;

· Changes to original or current:

· parts books,

· drawings, prints, and schematics,

· inventory,

· inspection and repair forms;

· Detailed description of the work, including:

· detailed, stepbystep instructions

· material,

· tools,

· disposal of removed items,

· industrial safety and environmental precautions;

· Updating of vehicle configuration files;

· Procedures for functional testing and inspection of the finished work;

· Instructions for transportation crews.

· Benefits anticipated from the change.

Work performed under the ECN shall be reviewed and approved by the MBTA.

Contractor may test changes to the service vessel or equipment configuration. All tests shall be documented by an ECN. Such tests shall be clearly identified on the equipment being tested. Any and all ECNs must include modifying pool spares and new material, including small renewal parts.

Required Technical Proposal Submittals In response to the requirements of Section 2.3, Offerors must provide the following as part of their Technical Proposal submittal:

SUBMIT: Maintenance Management Plan – The Offeror must submit a plan for MBTA approval of maintenance for the vessels, facilities and docks to be used in the service. This plan will be updated and submitted annually to the MBTA for approval after the contract has been awarded. The plan must include at a minimum:

· General description and location of maintenance facilities attesting that the requirements will be met.

· Resumes of key maintenance personnel

· Minimum qualifications/certifications for all tasks requiring expertise or certification in specific areas. These areas include but not limited to AC, welding, pipefitting, electrical/electronic repair.

· Inspection and preventive maintenance procedures.

· Regular Maintenance, inspection cycles and seasonal maintenance cycle. The seasonal cycle shall prepare all service vessels, support systems, property and equipment for winter and summer operating conditions.

· Description of emergency service procedures. The Operator must include the plan for the backup vessel substitution to avoid delays in operations. Back up vessel must be able to be put into service within 1 hour of breakdown notification.

· Inventory of maintenance products or evidence of availability of parts to illustrate Offeror’s ability to perform unusual repairs which may be required to get primary vessels back in service as soon as possible. A min/max inventory of all components must be submitted and approved by the MBTA and maintained by the Operator. The MBTA reserves the right to amend the min/max inventory levels at any time at the sole discretion of the MBTA. Include standard maintenance inventory, as well as parts which may be maintained for all other vessel operating systems, including engine rebuilds and/or engine replacement. The list should include vendor(s) names and addresses, part numbers and estimated usage.

If Offeror does not intend to maintain significant inventory of parts or other maintenance equipment, the availability of these parts from suppliers/distributors must be indicated.

· Annual Capital Improvement Recommendations for MBTA-owned assets, e.g. floating barge and gangway dock system, including cost proposals and specifications.

Ticketing, Fares and Revenue Collection Passenger Fares As of July, 1, 2018, passenger fares are as shown below, and as available on the MBTA website. The MBTA has the sole right to make any and all changes to the fare structure. In the event that the Authority increases fares at any time during the term of the contract, the Operator will be required to collect the increased fares, effective the first day of the increase.

Figure 2: Passenger Fares

Ticket Sales Locations Operator must provide onboard ticket sales for all trips. The Operator may also provide ticket sales at a ticket office or kiosk, at the sole expense of the Operator.

Tickets and Passes The Authority will supply all tickets, passes and mobile ticketing apps. The Operator must not use any other ticket supply without the prior authorization of the MBTA. The operator will work with the MBTA to implement any changes to electronic fare media, including the Automatic Fare Collection (AFC) 2.0 system which is currently scheduled for installation starting as early as 2019. The operator shall cooperate with the Authority in the event of any and all changes to ticket sales, costs, or distribution procedures.

Revenue All fare revenue will be retained by the Authority. Operator will deposit all fare revenue in an MBTA-designated bank account, classified as private agent sales. Failure by the Operator to comply may, at the sole discretion of the Authority, result in penalties and/or termination of the contract per terms of the final contract (see sample in Attachment I).

Control and Accounting Prior to commencing sales, the Operator must implement an Authority-approved, automated control and accounting system for:

· Distribution of commuter boat tickets and passes and revenue collection

· Use of MBTA monthly transit passes and documentation and accounting for users

· Verification of electronic fares

· On-board ticket sales and revenue collection (automated not required) The Operator will work with the Authority to implement internal controls and procedures, as determined by the Authority. An agreement to be a retail sales contractor for commuter boat tickets and passes must be executed with the MBTA AFC Department prior to the start of the contract term. (Sample retail sales agreements attached hereto as Attachment I.)

Fare/Revenue Collection Management and Oversight The Operator and its employees will ensure that all revenues due to the MBTA are collected, by verifying that all passengers have a valid pass or ticket, and ensuring that fares are collected from all passengers not possessing valid fare media. Offeror shall submit its policies and procedures for fare/revenue collection and method for verifying that all passengers, including pass holders, pay the appropriate fare.

The Authority reserves the right to audit the Operator’s fare collection and verification practices at any time during the contract. MBTA may, at its sole discretion, withhold up to $500 in subsidy per incident to compensate the MBTA for uncollected revenue if the Operator fails to comply.

Offerors shall also submit a detailed cash management plan/procedure to enable the MBTA to evaluate each Offeror’s capacity and plans to handle and account for service revenues received during the provision of services.

Theft Insurance Theft insurance coverage, for a minimum of $10,000 must be obtained as well as a safe on the premises to hold commuter boat ticket and passes. The Operator shall provide the Authority with a list of the personnel that have access to the safe. All personnel handling cash must be bonded.

Signage Signage must be provided by the Operator at all terminal locations. Signage must display clear instructions regarding ticketing options, schedules, and boarding information. All signs shall conform to applicable ADA and MAAB requirements. All signage must be approved by the Authority.

The Operator must post signage on each vessel that reads “Customers can request ferry schedules in alternative formats by contacting the MBTA’s Customer Communications & Marketing Department at www.mbta.com or calling 617-222-3200; TTY 617-222-5146.”

Monthly Reconciliation Report By the 5th of each month, Operator must provide the MBTA with a Monthly Reconciliation Report, with exact contents and format to be approved by the Authority. The Reconciliation Report shall include for that month, at a minimum:

· Monthly passes accepted by zone and type of MBTA pass.

· Ticket and Pass Sales:

· Sales of each type of pass and ticket

· Revenue type, payment method

· Reconciliation of tickets sold to revenue collected in that month. The Operator is responsible for all unaccounted and or stolen tickets at the ticket face value.

Required Technical Proposal Submittals In response to the requirements of Section 2.4, Offerors must provide the following as part of their Technical Proposal submittal:

Personnel Local Office The Operator is required to maintain a local business office during the term of this contract, in the Boston area, which shall be open during normal business hours, Monday through Friday.

Crew Requirements The Offeror must meet manning requirements specified in the vessel license documents, and have at a minimum:

· One (1) captain and one (1) crew member for each vessel proposed for service.

· One (1) spare captain for vacation and other coverage available.

One of the crew members or mate(s) on each vessel must also hold a captains license and be capable of operating the vessel in the event that the captain becomes incapacitated. The captain (and any personnel in the capacity) must be certified in cardiopulmonary resuscitation (CPR) and AED equipment usage. Current Coast Guard licenses and CPR certificates must be submitted to the Authority by the start of the contract term and updated annually during the term of this contract.

Staffing Levels If the full and complete contract service work requirements, obligations or performance standards are not met at any time during the contract term, notwithstanding any other contract provisions, the Contractor shall provide and sustain additional workforce personnel (i.e. mechanics and/or helpers) who shall be exclusively assigned, dedicated and subject to the provisions and conditions of the Authority contract, at no additional cost to the Authority. The Authority reserves the right to approve the appropriate quantity and type of additional workforce personnel to be provided by the Contractor, such that the full and complete contract service work requirements, obligations, and performance standards shall continue to be met. The Authority reserves and if need be, shall exercise this right without incurring any additional cost at any time throughout the duration of the contract.

Required Technical Proposal Submittals In response to the requirements of Section 2.4, Offerors must provide the following as part of their Technical Proposal submittal:

SUBMIT: List of qualified, licensed and CPR and AED certified captains, spare Captain and any other licensed crew members. Must meet the per vessel minimums in Section 2.5.2.

Expenses The Operator will be responsible for all payments, costs and expenses associated with the Contractor’s complete fulfillment of the requirements and obligations as set forth in these specifications and in the contract.

As additional clarification:

· The Operator will be responsible for all labor, personnel and employee costs (including but not limited to benefits, travel, training, uniforms, parking applicable taxes and withholdings).

· The Operator is responsible for all material, replacement parts, components, spares, lubricants, supplies and inventory costs. The Operator will supply all fuel for the vessels.

· The operator is responsible for all utility, telephone, office, license, permits, vehicles, equipment, tools, safety equipment, computers, printing, Wi-Fi, Witronix, radio and communication expenses.

· Operator is required to provide vessel insurance coverage (See Section 4.3).

Compensation Fixed Cost per Trip For each month of the contract term, the MBTA will reimburse the Contractor the Contracted Fixed Cost per Trip (as submitted in the Cost Proposal, see Attachment A for the required format) times the number of trips operated that month.

Within eight (8) days of the close of each month, the Contractor will be required to submit an invoice containing:

· Calculation of the Contracted Cost per Trip multiplied by the number of trips operated that month.

· Statement of expenses to operate the service for that month.

The Authority agrees to pay all amounts not in dispute within thirty (30) days of receipt of said bill and all required documentation. The Authority will not pay any expenses in a given month that exceed the contracted Cost per Trip (as submitted in the Cost Proposal), times the number of trips scheduled in the month. The Authority will have no liability for costs which may be incurred by the Contractor in excess of the contracted compensation amount, with the following exceptions:

· The Authority changes the number of trips needed for the service; any additions or reductions of service will adjust the compensation to the Contractor accordingly.

Costs will be prepared in accordance with Generally Accepted Accounting Principles (GAAP) as well as comply with the standards of the Federal Acquisition Regulation (FAR) Part 31. Detailed cost and pricing data shall be based on generally accepted cost standards as established under the Federal Acquisition Regulation to include material, labor, overhead and profit. The costs detailed should be comprehensively and readily traceable into the Contractor’s accounting records and underlying supporting documentation.

At the end of each fiscal year, the Authority shall be entitled to conduct an audit of the actual expenses for operation of the services, to be conducted by a Certified Public Accountant (CPA) selected by the Authority, and at the sole cost of the Contractor. In the event that this audit results in a determination that the carrier has collected compensation in excess of that due under the terms of this agreement, the MBTA reserves the right to equitably adjust or set off future payments to the Contractor and, if necessary, seek a refund.

Specific provisions will be included in relevant sections of final contract.

Fuel The Operator shall be responsible for purchasing all fuel necessary for the operation of the service. The Authority shall reimburse the Operator for the actual price paid per gallon. No markup on fuel by the Contractor will be allowed.

Fuel will be invoiced to the MBTA separately by the Operator. The Authority shall not be obligated to reimburse fuel expense submittals that do not conform to the following:

· Operator must provide actual receipts for all fuel purchases. Receipts must be itemized by vessel, date, time, and gallons purchased, and must show the vendor.

· Credit card reports are acceptable if the same detail is provided as required for actual receipts.

· For fuel that is pre-purchased in bulk, Operator must supply bulk purchase receipt indicating total gallons, total price, and cost per gallon.