REQUEST FOR PROPOSALS FOR AS-NEEDED FEASIBILITY STUDIES AND PROFESSIONAL SERVICES FISCAL YEARS 2017 THRU 2019
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1 Board of Commissioners of the Port of New Orleans REQUEST FOR PROPOSALS FOR AS-NEEDED FEASIBILITY STUDIES AND PROFESSIONAL SERVICES FISCAL YEARS 2017 THRU 2019 June 17, 2016 Deadline for proposals is no later than July 7, 2016 by 12 p.m. Central Time NEW ORLEANS, LOUISIANA Page 1 of 9
2 Board of Commissioners Port of New Orleans Request for Proposals (RFP) for: AS-NEEDED FEASIBILITY STUDIESAND PROFESSIONAL SERVICES Contents PART I. SUMMARY... 2 REQUEST FOR PROPOSALS FOR AS-NEEDED FEASIBILITY STUDIES AND PROFESSIONAL SERVICES... 3 PORT CONTACT... 3 SCHEDULE... 3 Part II. GENERAL INFORMATION... 4 INSURANCE AND CONTRACT REQUIREMENTS... 4 REQUIRED EXPERTISE... 4 MINIMUM PERSONNEL REQUIREMENTS... 4 SELECTION PROCESS AND CRITERIA... 4 DBE/SBE PARTICIPATION... 5 COMPENSATION... 5 AUDIT REQUIREMENTS... 5 TRANSPORTATION WORKER IDENTIFICATION CREDENTIALS... 5 ETHICS DISCLOSURE... 5 AFFIDAVITS... 6 PART III. REQUIREMENTS TO RESPOND TO THIS RFP... 6 SUBMITTAL REQUIREMENTS TO RESPOND TO THIS RFP... 6 WRITTEN PROPOSAL, FORMS AND ADDITIONAL/OPTIONAL INFORMATION... 6 FEE PROPOSAL... 7 EVALUATION CRITERIA OF THE RFP... 7 RFP RESULTS... 8 Part IV. Appendices Available for download from RFP website Appendix A - is the scope of professional services for the As-Needed Feasibility Studies and Professional Services contract. Appendix B - is a sample of the standard Board agreement for professional services and the two affidavits to be executed with the agreement. Appendix C - is the Fee Rate Schedule Form that is the Fee Proposal of the Consultant. It is to be completed by the Consultant indicating the job classifications of personnel to be used in performing the work and the corresponding, all-inclusive hourly rates, and submitted in a sealed envelope separate from the written proposals. Appendix D - contains the four forms required to be completed and bound within the written proposal. Appendix E - contains the PONO SF form required to be completed by all consultant/team firms listed in proposal, including DBE/SBE certifications, and bound within the written proposal. Page 2 of 9
3 PART I. SUMMARY REQUEST FOR PROPOSALS FOR AS-NEEDED FEASIBILITY STUDIES AND PROFESSIONAL SERVICES PART I. SUMMARY: Notice is hereby given that the Board of Commissioners of the Port of New Orleans (Board) is requesting the submittal of Proposals from firms licensed to do business in Louisiana (Prime Consultants) who have demonstrated commensurate experience and expertise for providing feasibility studies on an as-needed basis for fiscal years 2017through (The Board s FY is July 1 thru June 30 of the following year). The agreement will be between the Prime Consultant and the Board. The agreement will be administered by Board staff. Only one Consultant/Team consisting of a Prime Consultant and its sub-consultants, if any, will be selected for this contract. The Consultant/Team shall follow the instructions given in this Request for Proposals (RFP) in order to respond with a valid proposal for evaluation by the Board s Consultant Evaluation Committee. A separate sealed envelope for the fee proposal accompanied by a box or envelope containing the spiral bound written original proposal and four spiral bound copies thereof (Consultant Teams must also submit an electronic version of all proposal content including forms on a marked flash drive in original file format Excel, Word, etc.), shall have the contract s exact title (see above) and the name of the Prime Consultant clearly shown on the outside and be received via mail or delivery (no facsimile nor ) to the Board of Commissioners Port of New Orleans, Ms. Catherine C. Dunn, P.E., Director of Port Development, 1350 Port of New Orleans Place, New Orleans, Louisiana not later than twelve noon, local time, on Thursday, July 7, 2016 to be considered for the contract for which the Consultant/Team is requested to respond. Deliveries are only accepted prior to deadline, Monday thru Friday, excluding holidays, from 8 a.m. to 4 p.m. Failure to submit required information by the deadline will cause disqualification and removal from further consideration on this project. No information may be changed or submitted after the deadline. Appendices A thru E for this RFP are shown in the RFP Table of Contents and are available to download through the RFP website at PORT CONTACT Ms. Catherine C. Dunn, P.E. will be chair of the Board s Consultant Evaluation Committee. As necessary, addenda to this RFP will be issued to all Prime Consultants receiving this RFP, but not to their sub-consultants. Prime Consultants are responsible for disseminating pertinent information to their sub-consultants, if any. All inquiries shall be directed to Mr. Fred Tharp by only at [email protected]. Questions and answers and all forms required will be posted on the Board s website at SCHEDULE It is anticipated that a professional services agreement will be awarded by the Board within 45 calendar days after receipt of Proposals. Notice of Award will be issued immediately following the Board s award. The Prime Consultant shall have 14 calendar days after Notice of Award to execute an agreement for professional services with the Board and submit with the signed agreement, both affidavits and other exhibits, listed in the agreement, and all insurance certificates. All required certificates of insurance for Prime Consultant and all sub-consultants are due to the Board with the executed agreement. Page 3 of 9
4 Part II. GENERAL INFORMATION INSURANCE AND CONTRACT REQUIREMENTS See Appendix B to the RFP for the sample standard Board professional services agreement to be executed by the Board with the Prime Consultant. This agreement contains all insurance requirements and is not subject to change or revisions by the Prime Consultant. During the term of this agreement and for a period of three years after, the Prime Consultant and each sub-consultant, if any, must carry all insurances shown in the sample agreement to the limits specified. The Board cannot execute the agreement without the submittal to the Board of insurance certificates showing evidence of all requisite insurance. REQUIRED EXPERTISE The Consultant must submit the PONO SF form used in the RFQ and for any new sub consultants not listed in the RFQ that are submitted for this contract. Failure to comply may be cause for disqualification and removal from further consideration. Upon request by the Prime Consultant, after award of the contract, the successful Prime Consultant may offer the Board additional firms to supplement its project team by submitting a written request to Ms. Catherine Dunn, citing the basis for the addition and including a completed PONO SF form (found on the Board s website) for the firm to be added. All insurance, listing of personnel and hourly rates must be submitted upon approval of the additional firm. The not-to-exceed contract value will not be increased unless the scope of work under the original contract has increased and such an amendment to the contract is approved in writing in advance by the Board. During the contract term, the Board reserves the right to request a change in the key personnel that a firm has assigned to the project team, if deemed by Board staff to be in the best interest of the Board and/or the project. Upon request, the Prime Consultant and/or sub-consultants shall furnish resumes of qualified personnel in their firms who are available as substitutions. The ideal Prime Consultant/Team will have demonstrated experience and proven capabilities directly related to the Scope of Work for the work for which it was issued an RFP. MINIMUM PERSONNEL REQUIREMENTS A. The Prime Consultant firm must be registered to do business in the State of Louisiana at the time of submittal of the RFQ in accordance with Louisiana state law with respect to those services. B. The Prime Consultant must employ, on a full time basis, at least one appropriately licensed and/or certified professional with at least eight years of experience to serve as lead project manager. C. The Prime Consultant must also employ, on a full time basis, or through the use of a sub-consultant(s) sufficient Louisiana registered professionals to perform any work that requires licensure in the State of Louisiana. SELECTION PROCESS AND CRITERIA The Board will follow its Division Directive No. 9, Professional Contract Services for evaluating the proposals submitted by Consultants/Teams. The Consultant Evaluation Committee will consist of a chair and several port managers and engineers. Only the Consultants/Teams who are receiving this Request for Proposal (RFP) are invited to submit proposals, and will be evaluated using weighted criteria, as described herein, for final ranking and recommendation for award of a contract. Page 4 of 9
5 DBE/SBE PARTICIPATION The Board encourages the participation of SBE (Small Business Enterprise) firms on the consultant/team. In order to receive points for participation, firms included in the proposal that have any such status must submit with the bound proposals evidence of a current certification from at least one of the following entities that issues such certifications: 1) the SLDBE program run by the City of New Orleans, 2) the State of Louisiana s Department of Economic Development s SBE Hudson Initiative program or 3) the Federal Small Business Enterprise Program. The Board does not have a certification program, but accepts certifications issued only by these public entities. Failure to include such information with proposals will be taken to mean that firms have no such current certification. No later submissions of this information will be allowed after submittal of the proposals. COMPENSATION Compensation for services will be based on a not-to-exceed fee negotiated by the Board at the time of award. The Consultant shall invoice the Board based on submitted timesheets for actual time expended at the rate stated in the Board s executed agreement. For each task or assignment, the Consultant and Board staff will negotiate a not-to-exceed fee, scope of work, and schedule for deliverables. AUDIT REQUIREMENTS The selected Consultant/Team shall maintain accounting records, as a condition to the award of this public contract, for the Legislative Auditor of the State of Louisiana and/or the Board s auditors to inspect, examine and/or conduct an audit of all books, accounts and records of firms pertaining to the performance of contractual obligations and the compensation due to be received under this contract. TRANSPORTATION WORKER IDENTIFICATION CREDENTIALS Work within the Board s terminals and at most other properties require Transportation Safety Administration Transportation Worker Identification Credentials (TWIC). Federal regulations require that persons seeking entry to restricted areas of United States ports must present a valid Transportation Workers Identification Credential (TWIC) card and must maintain possession of the TWIC at all times in secure port areas. Without a TWIC or an approved Port of New Orleans authorized TWIC escort, no entry will be allowed into cargo terminals located along Clarence Henry Truckway including the intermodal project site. Port personnel will not be responsible for providing escorting services to any consultants. The Board does not compensate consultants for obtaining TWIC for its employees and sub-consultants. Processing for a TWIC can take several weeks, and Consultants should ensure that key personnel on the team have applied for TWIC upon Notice of Award of a contract. ETHICS DISCLOSURE The Board calls the attention of all potential bidders and proposers to the Louisiana Ethics Code, La. R.S. 44:_et seq. Those laws prohibit the Board from doing business with any of its current commissioners or those who have served on the Board within the past two years or, from doing business with certain companies with which the following persons are connected Commissioners: Arnold B. Baker Robert R. Barkerding, Jr. William T. Bergeron Laney J Chouest Page 5 of 9
6 Scott H. Cooper Michael W. Kearney Gregory R. Rusovich Commissioners who served during the past two years: Daniel F. Packer, Jr. Joseph F. Toomey AFFIDAVITS As required by Louisiana State law, two affidavits are required to be executed by the person or firm doing business with the Board at the time of entering a contract. Refer to Appendix B. The agreement cannot be executed without the Consultant s affidavits; therefore it is imperative that the Consultant read these affidavits before submitting the Proposal. PART III. REQUIREMENTS TO RESPOND TO THIS RFP SUBMITTAL REQUIREMENTS TO RESPOND TO THIS RFP There are three components required to respond to this RFP: 1. Written Proposal: one original spiral bound proposal and four spiral bound copies. 2. Fee Proposal: A completed Fee Rate Schedule Form, in a sealed envelope separate from the Written Proposal. 3. Flash Drive: A complete electronic set of all documents submitted, including forms and fee schedule in original file format Excel, Word, etc. Flash drive should be marked with Consultant name. The Written Proposal, Flash Drive, and the sealed envelope containing the Fee Proposal shall be submitted as stated herein. Any Consultant/Team failing to submit any of the required RFP information will be considered non-responsive. Facsimiles and submittals of the Written Proposal or Fee Proposal will not be accepted. WRITTEN PROPOSAL, FORMS AND ADDITIONAL/OPTIONAL INFORMATION One spiral bound original and four spiral bound copies of the Written Proposal, including forms and additional/optional information are required. Loose pages will not be accepted. The page limit for the Written Proposal is 16 pages (16 single-sided pages or 8 double-sided) not including the required forms and additional/optional information. The Written Proposal shall consist of the following items in this order: 1. WRITTEN PROPOSAL: The following sections shall be included in the bound proposal and correspond to the evaluation criteria. These sections consist of brief written descriptions. The page limit for the Written Proposal is 16 pages, anything submitted beyond that will not be considered. A. A summary of the directly related experience, both of the Consultant and any sub-consultants, and key individuals for this type of work and of similar magnitude. B. An indication of the ability of the project manager and key personnel to be Page 6 of 9
7 able to respond to the Board's needs by providing a presence in the New Orleans area during the contract. C. A conceptual plan of action that includes how the Consultant will approach the assignments given under this contract. D. A description of skills, knowledge and experience directly related to the Scope of Services that indicates knowledge of local conditions. E. A summary description that indicates the understanding of the Scope of Work and the ability to meet the Board s need to quickly complete the assignment. 2. FORMS: These forms are contained in Appendix D and are downloadable from the Board s procurement website. These items are not included in the 16 page limit. A. Commitment to Assign Identified Resources Form (Form CAIR) B. Key Personnel Information Form (Form KPI) C. Named Sub-consultants Form, if any will be used. (Form NS) D. Letter of Sub-consultants Intent Form, if any will be used. (Form LSI) 3. ADDITIONAL INFORMATION: These items are additional information, as applicable. These items are not included in the 16 page limit. A. All PONO SF Forms for the Consultant/Team. B. Any client reference letters, limited to three, preferably directly related to work similar to that to be provided under this contract. C. Evidence of DBE/ SBE certification as described on page 5. FEE PROPOSAL One original of the Fee Proposal is also due with the Written Proposal. The Fee Proposal shall be sealed in a separate envelope marked Fee Proposal with the name of the Prime Consultant and name of the contract indicated on the outside of the envelope addressed to Ms. Catherine Dunn, Consultant Evaluation Chair. The Fee Proposal consists of a completed Fee Rate Schedule Form indicating those Board job classifications likely to be used by the Consultant and the Consultant s proposed all-inclusive corresponding hourly rates. Listings shall be provided for the prime consultant, as well as for each sub-consultant. Rates shall be flat billing rates and shall include all overhead, profit, benefits, etc. (no other multipliers or labor costs will be allowed or accepted). The Fee Rate Schedule Form is downloadable from the website. For testing laboratory fees, that sub-consultant should submit its standard fee schedule. mark-up is allowed on direct costs or sub-consultants. No EVALUATION CRITERIA OF THE RFP Listed below, in order of their relative importance, are the criteria that the Consultant Evaluation Committee will use to evaluate the RFPs considering all firms included on the Consultant/Team as stated in the Written Proposal: 1. Experience, both of the Consultant/Team and key individuals in type of work, weighted factor of Past performance of Consultant/Team and key individuals on similar work, weighted factor of Local representation, including the location of key personnel, weighted factor Page 7 of 9
8 3. 4. Conceptual plan of action includes how the Consultant/Team will approach the assigned project(s), weighted factor of Staffing and support experience and expertise, including experience in projects involving comparable issues, tasks, coordination, etc., weighted factor of Knowledge of local conditions, weighted factor of Ability to meet the Board s schedule for expeditiously completing assignments, weighted factor of New Opportunities, weighted factor of 3. Weight will be allocated based on amount of previous experience working with the Board both as a prime and a sub-consultant. 9. DBE/SBE total participation, weighted factor of 2.5. Weight will be allocated according to the percent of participation that the combined DBE/SBE firms are anticipated to receive as indicated on the Letter of Sub-consultant s Intent Form. The evaluation will be by means of a point-based rating system of the Consultant/Team as a whole. The Consultant Evaluation Committee will be responsible for performing the above described evaluation and presenting the ranking of the Consultants/Teams to the Board s CEO/President. RFP RESULTS The Board awards contracts at its monthly public meeting, generally at 11:00 a.m. in the auditorium of the Port Administration Building. See Board website for dates, Written notification of the award will be issued by Ms. Dunn after the Board meeting. No information regarding the award will be given prior to the Board s action, however the Board s agenda for the meeting at which an award will take place will be sent to all firms indicating the date, time, etc. just prior to the Board meeting. Page 8 of 9
9 APPENDIX A AS DIRECTED BY THE DIRECTOR OF FACILITY DEVELOPMENT OF THE PORT OF NEW ORLEANS THE FOLLOWING FEASIBILITY STUDIES AND PROFESSIONAL SERVICES: SCOPE OF SERVICES GENERAL Services will include the following under the direction of the Board s staff: Develop work plan to accomplish requested studies Research requested subject matter as assigned Report on preliminary findings Prepare and develop results of requested research Prepare and print materials as requested Facilitate meetings with State, Local and Elected Officials as requested Prepare and conduct presentations of studied subject matter Plan and facilitate Public meetings as requested Page 9 of 9
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