Financial Element of the Long-Range Transportation Plan Pre-Proposal Meeting February 6, 2020 Peter Zambito, Senior Planner, Subregional Support Angellita S. Young, Senior Director, Finance and Administration 1
NJTPA Region Bergen Morris Essex Newark Ocean Hudson Hunterdon Passaic Jersey City Somerset Middlesex Sussex Monmouth Union Warren 2
NJTPA Board of Trustees Bergen Essex Middlesex Hudson Hunterdon Jersey Monmouth Morris Ocean Passaic City Somerset Sussex Union Warren Newark Citizens’ Governor Port NJ NJDOT Rep. Rep. Authority Transit 3
NJTPA Board of Trustees Committees NJTPA Executive Committee Chairman: Morris County Freeholder Kathryn A. DeFillippo Passaic County Freeholder John Bartlett, First Vice-Chairman Ocean County Freeholder John P. Kelly, Second Vice-Chairman Middlesex County Freeholder Charles Kenny, Third Vice-Chairman Freeholder Director, Warren County Jason Sarnoski, Secretary Standing Committees Planning & Economic Development Committee Project Prioritization Committee Freight Initiatives Committee Regional Transportation Advisory Committee 4
MPO Key Products Planning Updated yearly Transportation Improvement Program (TIP) Updated every two years 5
Project Background • Regional Transportation Plan update • Financial Element • Fiscal constraint • Reasonably anticipated revenues • Resources available to prospective firms 6
Current RFP The NJTPA is seeking consultant support to • Estimate resources and expenditures • Generate a list of illustrative projects • Write the Financial Element chapter of the Long-Range Transportation Plan 2050 7
Project Goal The goal of this project is to produce a Financial Element of the Long-Range Transportation Plan (LRTP) that meets the needs of the NJTPA and its partner agencies and subregions, and complies with federal requirements and the allotted schedule. 8
Project Schedule Consultant effort is expected to start in July 2020 and be completed within 18 months of commencement Interim Milestones: • First draft of Financial Element chapter by January 2021 • Draft LRTP 2050 by March of 2021 • LRTP 2050 adoption: September 2021 9
Scope of Work • Task 1 – Research, Review and Prepare Foundational Materials • Task 2 – Convene a Technical Advisory Committee, Gather Input from UpNext North Jersey, and Support Public Engagement 10
Scope of Work • Task 3 - Assess Resources and Expenditures • Task 4: Preparation of Financial Element Chapter • Task 5: Project Management 11
Task 1: Research, Review and Prepare Foundational Materials Objective: Research, review, and analyze existing information relevant to preparing the Financial Element. Deliverables for Task 1: • Technical memo • Summary of data and findings for NJTPA communications with the public 12
Task 2: Con onvene e Technical nical Advis visory ory Com ommit mittee, tee, Gather her In Inpu put fr from om Up UpNext Next No North h Jersey, ey, and nd Su Supp ppor ort t Publ blic ic En Enga gagem gement nt Objectives: Gain input and feedback from experts, and support NJTPA public and committee engagement efforts. Deliverables for Task 2: • TAC engagement plan & its execution • Summary of input from UpNext Committee • Support for NJTPA public engagement effort • Two presentations to NJTPA committees 13
Task 3: Assess Resources and Expenditures Objectives: Prepare a realistic assessment of resources and expenditures for capital projects and programs for the short-, medium-, and long-term. Prepare a list of illustrative projects should additional funding become available. 14
Task 3: Assess Resources and Expenditures (cont’d) Objectives: Develop up to three alternative financial futures or scenarios (optional). Estimate revenues and expenditures for operations and maintenance. 15
Task 3: Assess Resources and Expenditures (cont’d) Deliverables for Task 3: • Meetings or conference calls with external agencies • In-person working sessions with NJTPA • Financial projections (multiple scenarios option) • List of illustrative projects • Technical memo • All databases and models 16
Task 4: Preparation of Financial Element Chapter Objective: Produce a chapter for the LRTP that is easy to understand by the general public and elected officials, and which includes narrative, tables, charts, and infographics. 17
Task 4: Preparation of Financial Element Chapter Deliverables for Task 4: • First draft Financial Element chapter by January 2021 • Advanced draft Financial Element chapter by April 2021 • Final Financial Element chapter • Executive Summary and PowerPoint slides 18
Task 5: Project Management Objectives: Establish an effective means of coordinating and reporting its activities with NJTPA throughout the course of the project to ensure • Efficient exchange of information • Project is completed on time and within budget 19
Task 5: Project Management Deliverables for Task 5: • Detailed project schedule (Gantt chart) • Minimum of 3 face to face project management meetings & bi-weekly updates • Meeting agendas & minutes • Monthly activity reports • Monthly invoices & progress reports • NJTPA will provide SharePoint site 20
Consultant Selection Criteria • Understanding of scope and technical approach • Degree of innovation and creativity • Knowledge and understanding of federal requirements • Professional qualifications and experience • Ability to extract meaningful narratives from complex data • Ability to successfully perform work • Clarity and thoroughness of proposal 21
Consultant Eligibility & Documentation EEO/Affirmative Action • Letter of Federal Affirmative Action Plan Approval • Certificate of Employee Information Report issued by NJ Treasury • Copy of Employee Information Report Form AA302 submitted to NJ Treasury 22
Consultant Eligibility & Documentation Federally Mandated DBE Participation Program • 13.23% participation goal • DBE Certification by NJDOT, NJ TRANSIT or PANYNJ • Or ESBE Certification by NJDOT • State of NJ MBE/WBE or SBE Certifications issued by the Treasury do not satisfy this requirement 23
Consultant Eligibility & Documentation Insurance & Liability • Workers Compensation $1M • Commercial General Liability $3M • Automobile Liability $1M • Professional Liability/Errors & Omissions $1M 24
Consultant Eligibility & Documentation NJ Business Registration • Certificate to be submitted prior to contract execution, for prime and all subconsultants Disclosure of Investment Activities in Iran • Standard certification form to be submitted with the proposal, for prime and all subconsultants 25
How to Respond Deadline for Proposal is Wednesday, February 26, 2020 at 2:00 PM sharp • Transmittal Letter – Identifying Prime, Project Manager, person(s) authorized to negotiate on the respondent’s behalf, and any proposed subconsultants – Certifying respondent’s eligibility & commitment to the project 26
How to Respond • Nine (9) bound copies of the Technical Proposal • Four (4) bound copies of the Cost Proposal, submitted in a separately sealed envelop • Electronic copy on CD or USB flash drive (to be included in envelop with Cost Proposal) 27
Technical Proposal Submission Requirements • Consultant team’s approach to the project • Firm’s experience/ability to complete work • Work plan and schedule • Staff plan, including table, organization chart, qualifications & resumes of key staff • DBE/ESBE Participation Documentation • New Jersey Business Registration Certificate • Disclosure of Investment Activities in Iran forms • Firms commitment to quality management 28
Cost Proposal Submission Requirements • Cost reimbursement contract subject to Federal and State Laws, Policies and Procedures • Cost plus fixed fee contract, up to an agreed ceiling • Summary budget and detailed budget forms for each firm on the project team using NJTPA’s Sample Budget Form – Budget Period – Salary/wages, staff-hours by tasks – Overhead – Direct Expenses – Subconsultant Fees – Fixed Fee (or profit) 29
RFP Inquiries • Follow-up questions must be submitted in writing to the Project Manager, with a copy to the Senior Director of Finance and Administration • Inquiries received after February 13, 2020 may not be reviewed or considered • Questions and formal responses, including those from today's meeting, to be posted on our website no later than February 19, 2020 http://www.njtpa.org/Get-Involved/RFPs.aspx 30
Important Dates • Deadline for Consultant Inquires: February 13, 2020 • Deadline for Submission of Proposals: February 26, 2020 at 2:00 PM • Consultant Interviews (if needed): Week of March 23-27 (Tentative) • Contract Award Date: July 2020 (Tentative) 31
Questions? One Newark Center, 17th Floor Newark, NJ 07102 (973) 639-8400 www.njtpa.org
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