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Request for Proposals
for
Real Estate Consulting Services
BID NO. B201501
The Island Campus
Stockton University
Atlantic City, New Jersey
Event Date Time
Site Visit (Refer to Section 1.5.2 for
more information.) March 12, 2015 10:00AM
RFP QUESTION CUTOFF
DATE (Refer to Section 1.5.1for
more information)
March 17, 2015 3:00PM
Bid Proposal Submission Due
Date (Refer to RFP Section 1.5.3 for
more information.)
March 25, 2015 2:00PM
Dates are subject to change. All changes will be reflected in Addenda to the RFP posted on the
SASI Website.
2}
RFP Issued By:
Stockton Affiliated Services, Inc.
101 Vera King Farris Drive
Galloway, NJ 08205
1.0 INFORMATION FOR BIDDERS
1.1 PURPOSE AND INTENT
This Request For Proposals (“RFP”) is issued by Stockton Affiliated Services, Inc.
(“SASI”), a New Jersey Public College Auxiliary Organization created in 2008 under the laws of
the State of New Jersey, N.J.S.A. 18A:64-26, et seq., for the purpose of supporting the teaching
and learning mission of Stockton University (the “University”).
By this RFP, SASI solicits proposals from qualified strategic real estate consulting firms
with demonstrated expertise in real estate asset optimization, development and operations for the
purpose of creating and implementing a Real Estate Concept Plan (the “Plan”) to govern the
development of the new Stockton Island Campus (formerly known as the Showboat Casino and
Hotel) in Atlantic City, New Jersey.
Proposals will set forth a clear project vision and a well-organized process involving a
highly qualified and experienced team of real estate professionals working with representatives
of SASI, the University, third party architects, engineers and other professionals to deliver a Plan
that meets the needs of the University. The Plan must address transaction structures, phasing,
financing, master facility and strategic planning, leasing and other disciplines to maximize the
Island Campus as a mixed-use academic, community, retail and commercial facility.
The intent of this RFP is to award a contract to the Bidder whose proposal, conforming to
the requirements of this RFP, is most advantageous to SASI, price and other factors considered.
SASI, however, reserves the right to separately procure individual requirements that are the
subject of this RFP, when deemed by SASI to be in its best interest and in the best interests of
the University.
1.2 INSTITUTIONAL BACKGROUND & PROJECT DESCRIPTION
The University is a mid-sized, liberal arts institution with an enrollment of approximately
8,700 students. The University’s main facilities are located on a 1,600-acre campus in Galloway,
New Jersey. In December 2014, the University acquired the former Showboat Casino and Hotel
(“the Showboat”), an existing 1,700,000 square foot, multi-story, mixed use facility located at
801 Boardwalk, Atlantic City, New Jersey. The Showboat is located on 26.28 acres with
primary construction dates of 1987, 1994 & 2003. The University acquired the Showboat to
create a mixed-use project, including academic programs and student residences for the Island
Campus as well as retail, hospitality and entertainment uses for both public and student use. The
objective of the development of the Island Campus (the “Project”) is to expand the University’s
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presence in Atlantic City, which dates back to its origins in the former Mayflower Hotel in
Atlantic City, and to advance southern New Jersey’s continued social, economic and educational
development. Bidders should appreciate - and their proposals should reflect - that the Project
will be a seminal event in State and local initiatives to bring about a social, economic and
cultural transformation in Atlantic City by diversifying the Atlantic City economy beyond the
gaming industry.
1.3 PROJECT SCHEDULE
The Project is expected to have a construction range of 9-36 months (including design,
permits, bidding and construction). The Project should be addressed in multiple phases to
provide opportunity for expedited occupancy in selected areas. SASI seeks to have the successful
Bidder under contract as soon as possible and a Plan in place that aligns with the projected
phased occupancy of the Project starting in July 2015.
1.4 PROPOSAL INFORMATION
Bidders submitting a proposal in response to this RFP shall follow the instructions
contained in this document when preparing and submitting a proposal. Failure to abide by the
instructions may cause the Bidder’s proposal to be deemed non-responsive and cause for
rejection.
The primary medium for communication regarding this RFP shall be via the internet.
The RFP, Required Forms, Addenda, Questions and Answers can all be accessed by logging into
the SASI Website at www.stockton.edu/sasi (the “SASI Website”). It is the responsibility of the
Bidder to monitor the SASI Website for any changes, additions, clarifications, cancellations etc.
related to this RFP.1
SASI reserves the right to reject any or all proposals or to award in whole or in part, if
deemed to be most advantageous to SASI, price and other factors considered. Furthermore,
SASI reserves the right to waive any bid requirement in its sole discretion when such waiver is in
the best interest of SASI and/or the University and where such waiver is permitted by law.
1.5 KEY EVENTS
1.5.1 QUESTIONS
SASI will accept questions from potential Bidders via e-mail at
[email protected] or by fax at 609-626-6002.
1 While the internet will be the most efficient medium for communication with potential Bidders, it is not intended to
be exclusionary. If internet access is not available to a Bidder, the Bidder should provide SASI in writing with an
alternative method of communication such as the Bidder’s fax number or mailing address.
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Questions should be directly tied to this RFP and asked in consecutive order,
from beginning to end, following the organization of this RFP. Each question should begin by
referencing the RFP page number and section number to which it relates.
Bidders shall not contact SASI or the University by any other means concerning this
RFP except as permitted in this section 1.5.1.
THE CUT OFF DATE FOR QUESTIONS IS 3:00PM ON MARCH 17, 2015.
1.5.2 SITE VISIT
A site visit will be held on March 12, 2015 commencing at 10:00AM. Potential
Bidders should RSVP by email by 4:00PM on March 10th to confirm their attendance, name
and contact information. Potential Bidders should arrive at the main entrance to the Showboat
located at 801 Boardwalk, Atlantic City NJ 0842. Parking is available on the surface lot at 804
Pacific Ave., across the street from the Main Building. THE SITE VISIT IS MANDATORY;
PROPOSALS WILL NOT BE ACCEPTED FROM BIDDERS WHO HAVE NOT
ATTENDED THE SITE VISIT. Immediately following the walk-through of the site, SASI
representatives shall direct Potential Bidders to a conference room on site and conduct a 30
minute question and answer period related to the site visit. Attendees may also submit
questions for response on the website until 3:00PM on March 17, 2015. All responses will
be posted no later than March 23, 2015.
1.5.3 SUBMISSION OF PROPOSAL
In order to be considered, proposals must arrive at the Office of SASI by
2:00PM on the date specified on the cover to this RFP. The SASI Office is located at 101 Vera
King Farris Drive, Office F028, Galloway, NJ 08205. Bidders should allow sufficient time for
parking and delivery of their proposals. Bidders mailing proposals must address the mailing
envelope to STOCKTON AFFILIATED SERVICES, INC. and should allow for normal mail
delivery time and internal circulation within the University to ensure the timely receipt of their
proposals by the SASI Office. SASI assumes no responsibility for unmarked, Fed Ex, UPS or
any other carrier/mail service.
PROPOSALS NOT RECEIVED ON TIME AT THE REQUIRED LOCATION WILL BE
REJECTED.
1.6 ADDITIONAL INFORMATION
1.6.1 ADDENDA; REVISIONS TO THIS RFP
If SASI determines to revise this RFP, such revision will be by addendum.
Addenda will become part of this RFP and part of any Contract awarded pursuant to this RFP.
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Addenda will be posted on the SASI Website. There are no designated dates for release of
Addenda. Bidders should check the SASI Website on a regular basis. It is the sole responsibility
of the Bidder to be knowledgeable of all Addenda issued relating to this RFP.
1.6.2 BIDDER RESPONSIBILITY
The Bidder assumes sole responsibility for the effort required in submitting a
proposal in response to this RFP. No special consideration will be given after proposals are
opened because of a Bidder's failure to be knowledgeable as to all of the requirements of this
RFP.
1.6.3 COST LIABILITY
SASI assumes no responsibility and bears no liability for costs incurred by a Bidder in
the preparation and submittal of a proposal in response to this RFP.
1.6.4 CONTENTS OF PROPOSAL
Subsequent to bid opening, all information submitted by a Bidder in its proposal
is considered public information, except as may be exempted from public disclosure by the
Open Public Records Act, N.J.S.A. 47:1A-1 et seq., and otherwise by law. A Bidder may
designate specific information in its proposal as not subject to disclosure when the Bidder has a
good faith legal/factual basis for such assertion. SASI reserves the right to make the
determination and will advise the Bidder accordingly. The location in the proposal of any such
designation should be clearly stated in a cover letter. SASI will not honor any attempt by a
Bidder either to designate its entire proposal as proprietary or to claim copyright protection for
its entire proposal. By submitting a proposal, the Bidder waives any claims of copyright
protection regarding materials provided in its proposal.
1.6.5 BID ERRORS
A Bidder may request that its proposal be withdrawn prior to bid opening. Such
request must be made in writing. If the request is granted, the Bidder may submit a revised
proposal as long as the revised proposal is received by the submission deadline and otherwise in
accordance with this RFP.
If, after the opening of proposals but before Contract award, a Bidder discovers
an error in its proposal, the Bidder may make written request to SASI for authorization to
withdraw its proposal from consideration. Evidence of the Bidder’s good faith in making this
request shall be used in making the determination. The factors that will be considered are that
the mistake is so significant that to enforce the contract resulting from the proposal would be
unconscionable; that the mistake relates to a material feature of the contract; that the mistake
occurred notwithstanding the Bidder’s exercise of reasonable care; and that SASI will not be
significantly prejudiced by granting the withdrawal of the bid proposal.
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If it is discovered that there is an arithmetic disparity between the unit price and
the total price, the unit price shall prevail. If there is any other ambiguity in the pricing and the
Bidder’s intention is not readily discernible from other parts of the proposal, SASI may seek
clarification from the Bidder to ascertain the true intent of the proposal.
1.6.6 BID DISCREPANCIES
In evaluating proposals:
Discrepancies between words and figures will be resolved in favor of words.
Discrepancies in the multiplication of units of work and unit prices will be
resolved in favor of the unit prices.
Discrepancies between the indicated total of multiplied unit prices and units of
work and the actual total will be resolved in favor of the actual total.
Discrepancies between the indicated sum of any column of figures and the correct
sum thereof will be resolved in favor of the corrected sum of the column of figures.
2.0 DEFINITIONS
The following definitions are used in this RFP and will be part of the Contract awarded as
result of this RFP:
Addendum - Written revision to this RFP issued by SASI.
Bidder – A firm submitting a bid proposal in response to this RFP.
Contract – This RFP, all Addenda to this RFP, the successful Bidder's proposal and
SASI’s Consultant Services Agreement.
Consultant - The Bidder awarded the Contract resulting from this RFP.
May - Denotes that which is permissible, but not mandatory.
Project – The transformation of the former Showboat Casino and Hotel into the
University’s Island Campus, including classroom, dormitory, hotel, retail, entertainment
and commercial space to further the mission of the University and to enhance the cultural, social,
economic and educational opportunities in the Atlantic City community.
Real Estate Concept Plan – A plan developed by Consultant that governs the Project and
advances the development of the University’s Island Campus into a mixed-use property
providing academic programs and student residences for the Island Campus as well as retail,
hospitality and entertainment uses for both the public and students. The objective of the Real
Estate Concept Plan is to expand the University’s presence in Atlantic City and to promote
southern New Jersey’s continued social, economic and educational development.
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Shall or Must - Denotes that which is a mandatory requirement.
Should - Denotes that which is recommended, but not mandatory.
BOMA - Building Owners and Management Association.
Island Campus – The property purchased by the University located at 801 Boardwalk,
Atlantic City, New Jersey (the former Showboat Casino and Hotel).
3.0 SCOPE OF WORK
3.1 PHASE 1 – ASSESSMENT OF POTENTIAL TRANSACTION
STRUCTURES AND USERS
Consultant shall identify and evaluate potential uses for the spaces identified in Phase 1.
The Plan shall address potential and recommended transaction structures for the respective areas
of the Island Campus (e.g., condominium creation and sale, master lease, joint venture, etc.).
Utilizing economic and demographics research, Consultant shall provide an assessment of the
market, demographics and highest and best potential uses of these areas. Based on the findings of
this assessment, Consultant shall provide an economic analysis for highest and best use for the
commercial and community spaces to be sold or leased to third parties.
3.1.1 Retail/Entertainment
Consultant’s retail professionals shall identify specific uses and retailers for Area B and
establish ideal size requirements and infrastructure for potential retail uses targeting one or more
of three user groups: the University’s students, local year-round residents and seasonal residents
and visitors. These retail uses would likely include food, entertainment, consumer goods and
specialty or convenience uses.
Consultant shall work with SASI, the University and the Architect SOSH to develop a
plan based on the size and requirements of interested users and the Consultant’s
recommendations for potential uses and their anticipated space and infrastructure requirements.
Consultant will work with SASI, the University and the Architect SOSH to evaluate and
calculate common areas, service access for mixed uses, etc. in accordance with BOMA space
standards for floor area measurement. Consultant shall provide a useable to rentable gross up
factor, taking into consideration the actual gross up of common area and infrastructure and also
reasonable market standards.
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Consultant shall provide a comprehensive financial model of anticipated rents, operating
expenses and capital improvement costs for the retail portion of the Project, define and configure
marketable space blocks, and identify and estimate tenant improvement costs (indicating whether
funded by tenants or the University).
3.1.2 Hospitality
Consultant shall identify hotel operators/flags that would be well suited to operate Area
A, given the location, demographics and programmatic fit within the Island Campus. Consultant
shall assist SASI in the selection of a preferred operator and identify a short list of operators to
submit final proposals and qualifications to Consultant and SASI. Consultant shall advise SASI
on a recommended operating structure for the hospitality area and shall provide a comprehensive
financial model reflecting anticipated results of such structure. Consultant shall advise SASI on
the terms of a letter of intent to be negotiated with the selected operator.
3.1.3 Community/Civic Engagement, Cultural and Educational Outreach
Consultant shall propose and evaluate potential community, civic engagement, cultural
and educational uses for programmatic and space requirements, giving due consideration to the
University’s academic and residential operations as well as the proposed commercial uses
recommended by Consultant at the Island Campus.
Based on this evaluation, Consultant shall:
A. Identify how the space in Areas D2 and D3 is to be allocated to these
recommended uses;
B. Recommend the infrastructure and improvements required to facilitate
the recommended use; and
C. Identify and advise SASI regarding the associated costs and the potential
rents to be obtained from these uses.
3.1.4 Phase 1 Deliverables
A. Bi-Weekly Assessment Status Reports - Consultant shall prepare bi-
weekly status reports updating SASI on its progress with the assessment of potential
retail/entertainment users, hotel operators, and community, cultural and educational uses, setting
forth the overall benefits, costs and risks of each of the possibilities being considered.
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B. Preparation of Draft Real Estate Concept Plan - Consultant shall
develop a draft Real Estate Concept Plan recommending the best uses for the respective areas of
the Island Campus. The Plan shall include: (i) the optimal uses for space and respective potential
tenants as well other viable options for SASI to consider; (ii) a risk-benefit analysis for each
Project area; (iii) recommended phasing to achieve optimal asset management of the Project; (iv)
a timeline setting forth milestones, all activities necessary to achieve each milestone, and the
completion date for each activity; (v) definition and identification of “usable” and “common”
areas, calculating the respective gross-up factors for the different spaces; (vi) a comprehensive
financial model of anticipated rents, recommended capital improvements, and projected tenant
improvements (indicating whether funded by tenants or the University); and (vii) financing
options relating to all recommended capital improvements relating to the Project areas.
C. Presentation of Draft Real Estate Concept Plan to Stakeholders –
Consultant shall present the draft Plan to stakeholders that will include both SASI and University
representatives, third-party professionals and other invitees selected by SASI. A question and
answer session shall be held following the presentation to address any questions and/or concerns.
D. Finalization of Real Estate Concept Plan - The final Plan shall reflect
the selection of options by SASI based upon the recommendations of Consultant and input from
stakeholders.
3.2 PHASE 2 - IMPLEMENTATION
Consultant will implement the final Plan according to the phasing and timeline
approved by SASI. The implementation shall include all steps necessary to achieve the goals set
forth in the final Plan, including but not limited to the following:
3.2.1 Retail/Entertainment
Define space requirements and transaction structures and negotiate transactions
with selected retail and entertainment users. Assist SASI in the negotiations of transactions and
preparation of transaction documents, advising in-house and outside counsel on specific terms
and conditions associated with the transactions, including common area definition and cost
reimbursement, real estate tax reimbursement, rentable square footage definition, etc.
3.2.2 Hospitality
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Solicits proposals from selected short list of operators. Review and analyze final
proposals and advise SASI on alternative operating structures, financial terms, level of control,
and operating and financial responsibilities of the parties. Advise SASI on the financial
condition and strength of the short-listed operators along with prior experience in operating
similar assets. Assist SASI in the negotiation of transactions and preparation of agreements,
advising in-house and outside counsel on specific terms and conditions, including common area
definition, responsibility and cost reimbursement, real estate tax reimbursement, rentable square
footage definition and other relevant considerations.
3.2.3 Other
Solicit and review proposals from prospective community, cultural and
educational uses and proposed users that are already seeking to occupy space in order to
maintain immediate proximity to or partnership with the University. Define space requirements
and negotiate leases and other transaction documents with selected community, cultural and
educational users. Assist SASI in the preparation of leases, advising in-house and outside
counsel on specific terms and conditions associated with each lease, including common area
definition and cost reimbursement, real estate tax reimbursement, rentable square footage
definition and other relevant considerations.
3.2.4 Phase 2 Deliverables
Fully-executed transactional documents for the designated uses for areas
identified by SASI.
3.3 PHASE 3 – POST- IMPLEMENTATION
At the sole discretion of SASI, the services of Contractor may be continued to
provide post-implementation real estate consulting and management services relating to the Plan
developed and implemented in the first two Phases of the Project. Consultant shall not perform
any work under this provision of the Contract without the express written authority of SASI.
4.0 PROPOSAL PREPARATION
4.1 GENERAL
Bidders are advised to thoroughly read and follow all instructions contained in this RFP,
including the information on the RFP cover sheet, in preparing and submitting proposals.
4.2 NUMBER OF PROPOSAL COPIES
The Bidder must submit 6 copies of its proposal.
4.3 PROPOSAL SIGNATURE
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Each proposal shall be signed by an authorized representative of the Bidder. If the
Bidder is a limited partnership, the proposal must be signed by a general partner. If the Bidder
is a joint venture, the proposal must be signed by a principal of each party to the joint venture.
Failure to comply with these requirements will result in rejection of the proposal.
4.4 PROPOSAL SCOPE
The bidder shall set forth its overall technical approach and plans to meet the
requirements of the RFP in a narrative format. This narrative should convince SASI that the
bidder understands the objectives that the contract is intended to meet, the nature of the required
work and the level of effort necessary to successfully complete the contract. The bidder’s
response to this section should be designed to convince SASI that the bidder’s detailed plans and
approach proposed to complete the Scope of Work are realistic, attainable and appropriate and
that the bidder’s bid proposal will lead to successful Project completion.
Proposals must respond to both Phases 1, Assessment and Phase 2, Implementation of the
Project and all three Project component areas: (i) Retail and Entertainment; (ii) Hospitality; and
(iii) Community, Civic Engagement, Cultural and Educational Uses. PROPOSALS THAT DO
NOT RESPOND COMPREHENSIVELY WILL BE REJECTED.
4.5. PROJECT TEAM/BIDDER OVERVIEW
Staff rosters & qualifications: Provide a description of your organization(s), including
relevant specialized resources, and a description of the key personnel that will be specifically
assigned and dedicated to this Project and their qualifications. Provide an organizational chart to
illustrate how the Consultant will work together and communicate with SASI and its
representatives. Provide a concise summary of background information about your company,
noting any firm resources that will specifically aid in the success of the Project. SASI encourages
potential Bidders to ally with other real estate professional services firms to form a joint venture
to execute the Project.
4.6 TIMELINE
Provide a timeline for the Project associated with each phase of the work outlined above
in Section 3.0 - Scope of Work. Consultant shall submit a bar chart schedule with its technical
proposal. The bar chart schedule shall reflect the project phases, all activities and milestones.
Highlight the weeks/days where SASI or third-party professionals such as architects and/or
engineers are required for interaction.
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A written narrative shall also be included with the technical proposal explaining the
schedule and the reasons why and how the Project can be completed in the time frame proposed
by Consultant.
4.7 COMPENSATION PRICE SHEET
Bidders should provide on the Compensation Price Sheet (attached as Exhibit 1 to this
RFP) the proposed compensation structure and estimated amount of compensation for the
services associated with each Phase and component outlined in the Scope of Work.
4.8 REFERENCES
Bidders should identify and provide contact information for not less than five references.
4.9 BIDDER AS USER
If a Bidder (or a member or affiliate of a Bidder) proposes or desires to be considered as a
user of any portion of the Project, this intention must be clearly set forth in its proposal. In such
case, the proposal shall address the potential conflict arising from the dual roles of consultant and
user.
5.0 SPECIAL CONTRACTUAL TERMS AND CONDITIONS
5.1 PRECEDENCE OF SPECIAL CONTRACTUAL TERMS AND
CONDITIONS
The Contract awarded as a result of this RFP shall consist of this RFP, Addenda to this
RFP (if any), Consultant’s Proposal and SASI’S form of Consultant Agreement including
SASI’S Standard Contract Terms and Conditions ( See Appendix 1 of this RFP).
In the event of a conflict between provisions within the Contract documents, the Contract
documents shall have the following order of priority: Agreement, RFP Addenda by later issuance
date, the RFP, SASI’s Standard Contract Terms and Conditions, and Consultants proposal.
5.2 CONTRACT TERM
The term of the Contract shall be for a period of one year, subject to extension upon
mutual agreement of the parties.
5.3 CONTRACT AMENDMENT
Any changes or modifications to the terms of the Contract shall be valid only when they
have been reduced to writing and signed by Consultant and SASI.
5.4 INDEMNIFICATION
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Consultant will indemnify, defend and hold harmless the University, SASI, their
employees, representatives, and agents from and against any and all losses, suites, claims
demands, fines, penalties, awards, damages, costs and expenses as well as reasonable attorney’s
fees and court costs arising out of or in connection with: any negligence, default, breach, errors
or omissions by Consultant of obligations under the Contract; or violations of or non-
compliance with federal, State, local or municipal laws & regulations, ordinances, or building
codes arising from the performance of the Contract or arising out of conditions created or
caused to be created by Consultant, its agents, employees and subcontractors.
5.5 INSURANCE CERTIFICATES
Consultant shall provide SASI with current certificates of insurance for all coverages
required below:
Consultant shall show evidence of, prior to the commencement of services, and
maintain, at its own expense, until final acceptance by SASI of all services required under the
Agreement, insurance for liability for damages imposed by law and assumed under the
Contract, of the kinds and in the amounts hereinafter provided, with insurance companies
authorized to do business in the State of New Jersey. All of the policies of insurance required
to be purchased and maintained and the certificates, declaration pages, or other evidence thereof
shall contain a provision or endorsement that the coverage afforded is not to be cancelled,
materially changed or non-renewed without at least 30 days prior written notice to SASI by
certified mail.
Stockton University, SASI and The State of New Jersey shall be named as additional
insureds under the Comprehensive General, Comprehensive Automobile, and Employer’s
Liability policies.
Consultant shall procure and maintain the following types of insurance with limits of
liability in at least the amounts listed below:
A. Commercial General Liability Insurance. The minimum limit of liability shall
be $1,000,000 per occurrence (combined single limit for bodily injury and
property damage)/$3,000,000 aggregate, including products/completed operations
and contractual liability insurance.
B. Workers Compensation and Employer's Liability Insurance. This insurance
shall include Employer’s Liability Protection with a limit of liability not less
than $100,000 per accident/$300,000 per disease for each employee/$300,000
aggregate per disease. Worker's Compensation and Employer's Liability
insurance shall be provided in accordance with the requirements of the laws of
New Jersey.
14}
C. Comprehensive Automobile Liability Insurance. This policy shall cover
owned, non-owned, hired, leased and rented vehicles with minimum limits of
liability in the amount of $500,000 per accident as a combined single limit for
bodily injury and property damage.
D. Professional Liability Insurance. Professional Liability Insurance, errors &
omissions/claims-made basis $2,000,000 per claim and in the annual aggregate.
The insurance carrier shall be registered with the New Jersey Department of
Insurance and licensed or authorized to conduct business in the State of New
Jersey. In the event of a loss, Consultant shall be held responsible for payment
of the deductible as though there were no deductible.
Such insurance shall be maintained for a period of not less than six months
following the actual completion and acceptance of the Project by SASI.
Contractual Liability Insurance is not acceptable.
5.6 FEES AND INVOICING
Invoices for all work performed shall be processed only after SASI reviews and confirms
acceptance of the work. Invoices will not be processed if work is found to be incomplete or
unsatisfactory upon review by SASI. The invoice, or portion of the invoice, will be held
unprocessed until Consultant makes the necessary corrections and the work is acceptable to
SASI.
5.7 DISPUTES
SASI shall be, in the first instance, the interpreter of the requirements of the Contract and
the judge of Consultant’s performance thereunder. Consultant may, at any time, request a
conference of any claim, dispute or matter in question arising out of or relating to Contract.
Consistent with the intent of the Contract, SASI may schedule a conference for the purpose of
settling or resolving any such disputes, claims or other matters. Where such a conference is
conducted, Consultant shall be afforded the opportunity to be heard on the matter in question.
Following review of Consultant’s request, SASI and Consultant may settle or resolve the
disputed matter. If an agreement cannot be reached, the final decision rendered by the authorized
representative as a result of the conference is binding. The final decision may be appealed to a
New Jersey Court of competent jurisdiction.
5.8 CONFLICT OF INTEREST: At no time during the existence of the contract to
be awarded hereunder shall an agent or any officer, director, general or limited partner or
employee of Consultant: hold an equity or other economic interest in; have a contractual or other
business relationship with; or be an officer, director, general or limited partner, or employee of
Stockton Affiliated Services Inc., Stockton University or their designated agents. Consultant
shall have an affirmative obligation to advise SASI of any potential or actual conflict of interest
that may arise with respect to its obligations under the contract.
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5.9 SASI’S OWNERSHIP OF DOCUMENTS SASI’s ownership of all plans, original drawings, specifications, data, samples, material,
computer discs, evidence, and documentation gathered, originated or prepared by the Consultant
or his sub-consultants during the performance of the contractual responsibilities pursuant to this
contract, shall belong exclusively to the SASI. Any such plans, specifications, data, samples,
materials, evidence and documentation shall be delivered to the SASI in a timely manner upon
the completion of each phase of the project. The Consultant shall be permitted to retain a copy of
all such materials for his own confidential files.
6.0 PROPOSAL EVALUATION
6.1 The Contract shall be awarded to the responsive and responsible Bidder whose
proposal, conforming to the requirements of this RFP, is most advantageous to SASI, price and
other factors considered. Other factors considered include the following, not necessarily listed in
order of significance:
Responsiveness of the Proposal and Methodology: Includes the Bidder’s completeness
in addressing the requirements of this RFP, the specific tasks detailed in the Scope of Work, the
proposed Project approach and methodology, and the availability to meet Project schedule.
Qualifications of the Bidder: Includes skills, knowledge and abilities in areas directly
related to this RFP and with regard to fulfilling the tasks specified in the Scope of Work.
Experience of the Bidder: Includes the Bidder's record of past performance related to
projects of similar scope and size and the Bidder’s ability to meet schedules in those projects.
References: SASI will speak to references to determine confidence in the Bidder’s
ability to fulfill the tasks detailed in the Scope of Work.
6.2 ORAL PRESENTATION AND/OR CLARIFICATION OF PROPOSAL
After the submission of proposals, unless requested by SASI as noted below, Bidder
contact with SASI is not permitted.
SASI may require the Bidder to give an oral presentation to SASI concerning its proposal
or to submit written responses to questions regarding its proposal. The purpose of such
communication with the Bidder, either through an oral presentation or a letter of clarification, is
to provide an opportunity for the Bidder to clarify or elaborate on its proposal. Proposals
submitted, however, cannot be supplemented, changed, or corrected in any way, except as
described in Section 1.6.5 above. No comments regarding other proposals are permitted.
Bidders may not attend presentations made by their competitors. It is within SASI’s discretion
whether to require the Bidder to give an oral presentation or require the Bidder to submit written
responses to questions regarding its proposal. Action by SASI in this regard should not be
construed to imply acceptance or rejection of a proposal.
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7.0 CONTRACT AWARD
The Contract award shall be made with reasonable promptness by written notice to the
successful Bidder. SASI reserves the right to reject any or all bids, or to award in whole or in
part, if deemed to be in the best interest of SASI or the University to do so. Furthermore, SASI
reserves the right to waive any bid requirement in its sole discretion when such waiver is in the
best interest of SASI or the University and where such waiver is permitted by law.
EXHIBIT 1
The Compensation Price Sheet
FEE BREAKDOWN SHEET:
The following information shall be included in the final Proposal.
SASI is looking for the bidder to submit a budget that supports and explains the Total Firm
Fixed Price. The budget should include, but not be limited to, staff, estimated hours for each
staff person and an All Inclusive Hourly Rate for each staff person. An All-Inclusive Hourly
Rate is comprised of all direct and indirect costs including, but not limited to: overhead, fee or
profit, clerical support, travel expenses, per diem, safety equipment, materials, supplies,
managerial support and all documents, forms, and reproductions thereof. This rate also includes
portal-to-portal expenses as well as per diem expenses such as food. A Firm Fixed Price is all-
inclusive of direct cost and indirect costs, including, but not limited to, direct labor costs,
overhead, fee or profit, clerical support, equipment, materials, supplies, managerial
(administrative) support, all documents, reports, forms, travel, reproduction and any other costs.
No additional fees or costs shall be paid by the State unless there is a change in the scope of
work.
In the event SASI omits a Phase and/or components of the Phases listed in the Scope of Work
after the bid submission date, the Total Firm Fixed Price included in the final proposal must be
broken out by Phase and Component of each Phase.
Please provide all Project employee names, their titles, anticipated hours working on the Project
and their all-inclusive hourly rates.
If the Bidder proposes real estate commission compensation instead of a fixed price for
implementation services provided pursuant to Section 3.2, the Bidder should indicate: (A) the
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formula for determining the amount of commissions and an estimate thereof; (B) the period
over which such commission compensation is proposed to be payable; (C) if compensation is
proposed for consulting services provided pursuant to Section 3.1, whether such compensation
will be offset against commission compensation; and (D) whether there is proposed to be a
“cap” on or maximum amount of commission compensation.
Firm Name ________________________________________________________
Contact Name______________________________________________________
Contact email______________________________________________________
Contact phone #____________________________________________________
Office location serving this project_____________________________________
Fixed Price for Phase 1:_______________________________
Please break out the price by the following components:
Assessment of Retail/Entertainment Users: ________________________________
Assessment of Hospitality Users: ________________________________________
Assessment of Community/Civic Engagement, Cultural and Educational Outreach Users:
___________________
Delivery of Bi-Weekly Status Reports: ______________________________
Preparation of Draft Real Estate Concept Plan: ________________________________
Presentation of Draft Plan to Stakeholders: ___________________________________
Finalization of Real Estate Concept Plan: ______________________________________
Fixed Price for Phase 2: _________________________________
Please break out the price by the following components:
Implementation of Retail/Entertainment: _________________________________
Implementation of Hospitality: ________________________________________
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Implementation of Other: ___________________________________________
Phase 2 Deliverables: ____________________________________________
Proposed Real Estate Commission Compensation, if any: _____________________________
Proposed Total Firm Fixed Price for both Phases: _________________________________
Submission by Firm and Signature:
Name Print ____________________________________
Name Signature ____________________________________
Title ____________________________________
Firm ____________________________________
Date ____________________________________
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APPENDIX I:
FORM OF CONTRACT/ TERMS AND CONDITIONS
AGREEMENT FOR CONSULTING SERVICES
THIS AGREEMENT, dated as of _______________, 2015 between STOCKTON
AFFILIATED SERVICES INC. (the "SASI") and ______________________________. (the
"Consultant"):
W I T N E S S E T H:
SASI and the Consultant hereby agree as follows:
ARTICLE I The Contract Documents
Section 1.1 The following documents are made a part of this Agreement:
(a) The Request for Proposals dated ________________ and all addenda thereto incorporated
by reference.
(b) General Terms and Conditions of Contract (attached as Exhibit “1”)
(c) The Proposal of Consultant dated ________________ (attached hereto as Exhibit "2");
(d) A Certificate of Insurance attached as Exhibit "3"
(e) The Project Schedule with milestones, attached as Exhibit “4”
(f) A list of Key Project Personnel and responsibility chart attached as Exhibit “5”.
ARTICLE II Representations of the Consultant
Section 2.1 The Consultant makes the following representations and warranties:
(a) The Consultant may lawfully conduct its business in the State of New Jersey with the
power to enter into this Agreement, to carry on its business and to incur and perform its
obligations hereunder.
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(b) There is no action, suit or proceeding at law or in equity by any governmental
instrumentality or other agency now pending or, to the knowledge of the Consultant, threatened
against or affecting the Consultant that, if adversely determined, would materially impair its
right to carry on business substantially as now conducted and as contemplated under this
Agreement, or to perform its obligations under this Agreement, or would materially adversely
affect its financial condition.
(c) The execution and delivery of this Agreement and performance by the Consultant of its
obligations under this Agreement do not and will not violate any provision of law and will not
result in the breach of, or constitute a default under, any agreement to which the Consultant is a
party or by which it is bound.
Section 2.2 The Consultant shall fulfill all of the responsibilities and requirements of set
forth in the RFP and Proposal and warrants that all of the information and representations
contained in its Proposal are true and correct. In the event of any inconsistencies between the
requirements of the Proposal and the Agreement, the Agreement shall govern.
Section 2.3 The Consultant shall perform the services required hereunder in accordance with the
standards of care and diligence normally practiced by licensed and certified Consulting firms of
this State performing Consulting and real estate services of a similar nature under similar
circumstances. In the event of non-fulfillment of the foregoing covenant, the Consultant shall
promptly re-perform, at the SASI's written request made at any time within a one (1) year
period after the SASI's acceptance of the Consultant's services, any and all services as may be
necessary to conform to the foregoing covenant. All costs incurred by the Consultant in
performing such corrective services shall be borne by the Consultant.
Section 2.4 The Consultant shall be responsible for assuring that it and its employees and
agents comply with all federal, state, and local laws and regulations, prohibiting discrimination
ARTICLE III Representations of the SASI
Section 3.1 The SASI makes the following representations:
The SASI is an independent public college auxiliary organization, which was created in 2008
pursuant to NJSA 18A:64-28 et seq. of the laws of the State of New Jersey. The SASI has the
power and authority to enter into this Agreement.
ARTICLE IV Scope of Services
Section 4.1 The Consultant shall provide all services required for the project as more
particularly described in the RFP and Consultant’s Proposal attached as Exhibit 2
Section 4.2 Project Schedule. The Consultant shall prepare for review and approval a
preliminary Project Schedule to be attached hereto as Exhibit "4". Any amendment to the
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Project Schedule once finalized must be approved by the SASI in writing. The Consultant shall
maintain and update the Project schedule on a bi-weekly basis.
Section 4.4 Project Meetings. The Consultant shall attend Project review meetings with the
SASI personnel as required.
ARTICLE V Term of Agreement
Section 5.1 This Agreement and the obligations of the Consultant hereunder shall commence
upon the execution of this Agreement and shall terminate on completion of the scope of
services and acceptance by the SASI (the "Termination Date unless otherwise terminated in
accordance with the provisions of Section 5.2 below.
Section 5.2 The SASI may, at any time upon immediate notice in its discretion, terminate
this Agreement with or without cause. In the event the SASI elects to terminate this Agreement
for reasons not the fault of the Consultant, the Consultant shall be entitled to compensation for
services performed up to the date of termination which have been accepted by the SASI.
Section 5.3 All reports, drawings, site sketches, renderings, laboratory results or other
product completed or in the process of being completed by the Consultant at the time of
termination shall be deemed to be the property of the SASI and shall be delivered forthwith to
the SASI for its exclusive use and possession.
ARTICLE VI Compensation
Section 6.1 The Consultant shall be compensated as follows:
The Consultant shall invoice the SASI on a monthly basis, for work performed based on the
Consultant’s Fee Schedule in the Proposal. The total sum to be paid under this contract shall
not exceed $_________________.
Every invoice for payment must include a description of the services performed by Project
Phase, the amount due for that pay period, total amount paid-to-date and the remaining balance
on the Consultant’s Agreement. The required payment date shall be 30 calendar days from the
receipt and approval of a properly executed invoice.
Section 6.2 Reimbursable Expenses: The fee is all inclusive. No separately invoiced out of
pocket expenses within the scope of the project will be reimbursed under this contract.
Section 6.3 Notwithstanding anything to the contrary in this Agreement, the SASI has the
right to withhold compensation if it determines, in its sole discretion, that the Consultant has not
provided Services in compliance with the scope of services as set forth in the Proposal.
ARTICLE VII INDEMNIFICATION
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Section 7.1 The Consultant shall indemnify, defend and hold harmless the SASI, its
employees, officers and agents from and against all claims described in RFP, made a part of this
Agreement.
ARTICLE VIII INSURANCE
SECTION 8.1 At all times during the term of this Agreement, the Consultant shall procure and
maintain, at its expense, all insurance coverages described in the RFP entitled Insurance. In
addition, the Consultant agrees to provide the SASI with a copy of the endorsement modifying
its Commercial General Liability policy to include the SASI and Stockton University as an
additional insured.
SECTION 8.2 If the Consultant fails to maintain or renew any of its required insurance
policies, or any policy is cancelled, terminated or modified, the SASI may refuse to make
payment of any monies due under this agreement. The Consultant hereby authorizes the SASI,
in its sole discretion, and for its sole benefit, to use monies retained under this subsection to
renew the Consultant’s insurance coverage and demand immediate payment from the
Consultant. During any period when the required insurance is not in effect, the SASI may, in its
sole discretion, either suspend the work or terminate the Agreement.
ARTICLE IX: SUB-CONSULTANTS AND SUB-CONTRACTORS
Section 9.1 Payment of all sub-consultants is the sole responsibility of the Consultant. Nothing
contained in this Agreement shall create a contractual relationship between any sub-consultant
and the SASI.
ARTICLE X MISCELLANEOUS
Section 10.1 All notices, consents and other communications hereunder may be given by
telephone and confirmed in writing and delivered by registered or certified mail, return receipt
requested, to the following addresses:
(a) To the SASI at:
Charles Ingram, President of SASI
101 Vera King Farris Drive
Galloway NJ 08205
Telephone No.: (609) 652-1776
(b) To the Consultant at:
contact information: __________________
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Either party may, by notice given hereunder, designate further or different addresses or
telephone numbers to which subsequent notices, consents and communications shall be made or
delivered.
Section 10.2 The parties to this Agreement do hereby agree that the provisions of N.J.S.A.
10:2-1 through 10:2-4, dealing with discrimination in employment on public contracts, and the
rules and regulations promulgated pursuant thereunto, are hereby made a part of this Agreement
and are binding upon them.
Section 10.3 This Agreement shall inure to the benefit of and shall be binding upon any
successors of the SASI or the Consultant.
Section 10.4 This Agreement may not be assigned by either party without the consent of the
other.
Section 10.5 If any provision hereof shall be held invalid or unenforceable by any Court of
competent jurisdiction, such holding shall not affect any other provision herein contained or
render any other provision invalid or unenforceable to any extent whatsoever.
Section 10.6 This Agreement may be executed in several counterparts, each of which shall be
an original and all of which shall constitute one and the same instrument.
Section 10.7 This Agreement shall be governed by, and construed in accordance with the laws
of the State of New Jersey.
Section 10.8 The parties expressly agree that the
Courts of New Jersey shall be the exclusive forum for deciding any disputes arising out of this
Agreement between the SASI and the Consultant that cannot be settled as provided for in RFP.
IN WITNESS WHEREOF, the SASI and the Consultant have caused this Agreement to be
executed as of the date first above written.
(AUTHORIZED SIGNATURES FOR EACH PARTY)
EXHIBIT 1 TO THE CONSULTANT AGREEMENT
GENERAL TERMS AND CONDITIONS:
1. ANTI-COLLUSION CLAUSE
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Pursuant to N.J.S.A. 52:34-15, the Consultant, by signing the Proposal, does hereby warrant
and represent that this agreement has not been solicited, secured, or prepared directly or
indirectly, in a manner contrary to the laws of the State of New Jersey and that said laws have
not been violated and shall not be violated as they relate to the procurement or the performance
of the agreement by any conduct, including the paying or giving of any fee, commission,
compensation, gift, gratuity or consideration of any kind directly or indirectly, to any state
employee, officer or official.
2. CONFLICT OF INTEREST
The Consultant shall notify the SASI in writing of any interest in, or association with, any
Contractor, subcontractor, and material supplier, Consultant or manufacturer or other party
which has any interest in this project as soon as the potential for such interest is reasonably
foreseeable by the Consultant.
3. OFFER OF GRATUTIES
N.J.S.A. 52:34-19 makes it a misdemeanor to offer, pay or give any fee, commission,
compensation, gift or gratuity to any person employed by the SASI. It is the policy of the SASI
to treat the offer of any gift or gratuity by any company, its officers or employees to any person
employed by the Richard Stockton SASI of New Jersey as grounds for debarment or suspension
of such company from submitting proposals on and providing work or materials on State
contracts.
4. NON-DISCRIMINATION
Consultant shall abide by The laws of New Jersey (N.J.S.A. 10:5-31 et seq.)
5. NO DAMAGE FOR DELAY
SASI shall have the right to defer the beginning or to suspend the whole or any part of the work
herein contracted to be done whenever, in the opinion of the SASI, it may be necessary or
expedient for the SASI to do so.
And, if the Consultant is delayed in the completion of the work by act, neglect, or default of the
SASI, or any other Consultant or Contractor employed by the SASI upon the work or by
changes ordered in the work, or by strikes, lockouts, fire, unusual delay by common carriers,
unavoidable casualties, or any case beyond the Consultant’s control, or by any cause which the
SASI shall decide to justify the delay, then for all such delays and suspensions the Consultant
shall be allowed one day additional to the time herein stated for each and every day of such
delay so caused in the completion of the work, the same to be determined by the SASI, and a
similar allowance of extra time would be made for such other delays as the SASI may find to
have been caused by the SASI. No such extension shall be made prior to the beginning of such
delay, and a written request for additional time shall be filed with the SASI. Apart from
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extension of time, no payment or allowance of any kind shall be made to the Consultant as
compensation for damages on account of hindrance or delay from any cause in the progress of
the work, whether such delay be avoidable or unavoidable.
The Consultant shall not be entitled to any damages or extra compensation from the SASI on
account of any work performed by the SASI, or any other Consultant or Contractor, or any
other party or by reason of any delays whatsoever, whether caused by the SASI or any other
party, including, but not limited to, the delays mentioned in the Contract.
6. LIMITATIONS OF LIABILITY
In the event of the breach of this Agreement by the SASI, the Consultant shall be entitled to
seek compensatory damages, but subject to the following exception; in no event shall the SASI
be liable to the Consultant for any special, consequential, incidental or penal damages,
including, but not limited to, loss of profit or revenues, costs of capital, interest of any nature, or
attorneys’ fees. This limitation of liability shall not be applicable to any claims by the
Consultant against the SASI for contribution or indemnity arising from any negligence of other
claims instituted by third parties which seek any such special, consequential, incidental or penal
damages against the Consultant.
7. DISPUTES
The SASI shall be, in the first instance, the interpreter of the requirements of this
AGREEMENT and the impartial judge of the Consultant’s performance hereunder. Disputes
between the parties will be resolved through established administrative policies and procedures.
The first step in this process is to request, in writing, a Contracting Officer’s Conference. The
Contracting Officer may appoint a duly authorized representative to act on his behalf. If the
decision rendered by the Contracting Officer as a result of the conference is not accepted by the
parties concerned, the next step that may be taken is to litigate the matter with the Superior
Court of New Jersey.
The parties shall attempt to resolve disputes through the SASI’s established administrative
policies and procedures. However, neither of the parties shall be required to exhaust any
administrative remedies before or filing an action in the Superior Court of New Jersey.
The Consultant may, at any time, request a Contracting Officer’s Conference of any claim,
dispute or matter in question arising out of or relating to this AGREEMENT.
The Contractors who are working on the same project as the Consultant may also request a
Contracting Officer’s Conference should they have any claim, dispute or matter in question
arising out of or relating to their individual contracts. The Consultant will be required to
participate in such conference either as a party to the dispute or as the SASI’s witness.
8. TERMINATION FOR CONVENIENCE OF THE SASI
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The performance of work under this AGREEMENT may be terminated by the SASI in
accordance with this Article in whole, or from time to time in part, whenever the SASI shall
determine that such termination is in its best interest. Any such termination shall be effected by
delivery to the Consultant of a Notice of Termination specifying the extent to which
performance and work under the AGREEMENT is terminated and the date upon which such
termination becomes effective.
The Consultant shall be entitled to a proportion of the fee which the services actually and
satisfactorily performed by it shall bear to the total services contemplated under this
AGREEMENT less payments previously made, together with appropriate reimbursable costs to
be negotiated between the Consultant and SASI.
In addition, the SASI may negotiate with the Consultant to establish an amount of
compensation for the Consultant’s costs incurred in the close-out of the AGREEMENT.
9. TERMINATION FOR CAUSE
If the Consultant persistently disregards laws, ordinances, rules, regulations or orders of any
public body having jurisdiction, or otherwise has substantially breached the AGREEMENT,
and fails within seven (7) days after receipt of written notice to commence and continue
correction of such default, neglect or violation with diligence and promptness, the SASI may,
without prejudice to any other remedy the SASI may have, terminate the employment of the
Consultant and may finish the services by whatever methods the SASI may deem expedient. In
such case the Consultant shall not be entitled to receive any further payment until the Project is
finished. No action by the SASI under this provision shall operate to waive or release any
claims that the SASI may have against the Consultant under the AGREEMENT.
10 SASI’S RIGHT TO CARRY OUT THE WORK
If the Consultant fails to perform any obligation imposed under this AGREEMENT, and fails
within seven (7) days after receipt of written notice to commence and continue correction of
such failure with diligence and promptness, the SASI may, without prejudice to any other
remedy the SASI may have, take steps to remedy such failure. In such case an appropriate
written notice shall be issued deducting from the payments then or thereafter due the Consultant
the cost of correcting such failure including compensation for other Consultant or Contractor
additional services made necessary by such failure. If the payments then or thereafter due the
Consultant are not sufficient to cover such amount, the Consultant shall pay the difference to
the SASI. Any action by the SASI under this provision shall be without prejudice to the SASI’s
rights under this AGREEMENT and shall not operate to release the Consultant from any of its
obligations under the AGREEMENT.
11. NEW JERSEY PREVAILING WAGE ACT
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Each sub-consultant or Contractor hired by the Consultant shall comply with the New Jersey
Prevailing Wage Act, N.J.S.A. 34:11-56.25 through 56.46, and all amendments thereto, and this
Act is hereby made a part of every agreement entered into on behalf of the State of New Jersey
through the SASI, except those agreements which are not within the contemplation of the Act.
Provisions of the Act include:
All workers employed in the performance of every agreement in which the agreement sum is in
excess of $2,000 and work to which the SASI is a party shall be paid not less than the prevailing
wage rate as designated by the Commissioner of Labor and Industry of its duly authorized
representatives.
Each Consultant and sub-consultant performing public work for the SASI, who is subject to the
provisions of the Prevailing Wage Act, shall post the prevailing wage rates for each craft and
classification involved as determined by the Commissioner, including the effective date of any
changes thereof, in prominent and easily accessible places at the site of the work or at such
place or places as are used by them to pay workers their wages.
The Consultant’s signature on the proposal is their guarantee that neither they nor any of their
sub consultants is currently listed or on record by the Commissioner as one who has failed to
pay the prevailing wages according to the Prevailing Wage Act.
In the event it is found that any worker, employed by any Consultant or any sub-consultant
covered by any agreement in excess of $2,000 for any public work to which the SASI is a party,
has been paid a rate of wages less than the prevailing wage required to be paid by such
agreement, the SASI may terminate the Consultant’s or sub-consultant’s right to proceed with
the work, or such part of the work as to which there has been a failure to pay required wages
and may otherwise prosecute the work to completion.
Nothing contained in the Prevailing Wage Act shall prohibit the payment of more than the
prevailing wage rate to any worker employed on a public work.
12. PUBLIC ANNOUNCEMENTS
Publicity and/or public announcements pertaining to this project shall be cleared with the SASI
in writing prior to release.
13. PATENTS
If the Consultant employs any design, device, material, or process covered by letters of patent
or copyright, it shall provide for such use by suitable legal AGREEMENT with the patentee.
The Consultant shall assume all costs arising from the use of patented materials, equipment,
devices, or processes used on or incorporated in the work.
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The Consultant shall defend, indemnify and save harmless the SASI from any and all claims for
infringement by reason of the use of any such patented design, device, material or process, or
any trademark or copyright, and shall indemnify the SASI for any costs, expenses and damages
which it may be obliged to pay by reason of an infringement, at any time during the prosecution
of or after the acceptance of the work.
14. SASI’S OWNERSHIP OF DOCUMENTS
SASI’s ownership of all plans, original drawings, specifications, data, samples, material,
computer discs, evidence, and documentation gathered, originated or prepared by the
Consultant or his sub-consultants during the performance of the contractual responsibilities
pursuant to this contract, shall belong exclusively to the SASI. Any such plans, specifications,
data, samples, materials, evidence and documentation shall be delivered to the SASI in a timely
manner upon the completion of each phase of the project. The Consultant shall be permitted to
retain a copy of all such materials for his own confidential files.
15. COPYRIGHTS
If the performance of this AGREEMENT results in books, drawings, specifications, programs
or other copyrightable material, the author is free to copyright the work, but the SASI reserves a
royalty-free, nonexclusive, and irrevocable license to reproduce, publish, or otherwise use, and
to authorize others to use all copyrighted and copyrightable material resulting from the
performance of the AGREEMENT.
16. RIGHT TO AUDIT
The SASI reserves the right to audit the records of the Consultant in connection with all matters
related to this AGREEMENT. The Consultant agrees to maintain records in accordance with
generally accepted accounting principles for a period of not less than three (3) years after final
payment.
The Consultant further agrees that all such records will be made available to the SASI for the
purpose of audit upon reasonable demand. If such audit results in a finding of improper
statements of hourly rates, overhead, time required, mathematical calculations, or other
estimated cost of data upon which the AGREEMENT was awarded, the Consultant shall
reimburse SASI. Additionally, SASI has the authority to reduce the Consultant’s invoice
amount to an amount considered commensurate with the actual scope of work.
17.PROCEDURAL REQUIREMENTS AND AMENDMENTS
The Consultant shall comply with all written procedural instructions that may be issued from
time to time by the SASI.
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During the AGREEMENT period, no change is permitted in any of the AGREEMENT
conditions and specifications without express written approval from the Vice President of
Administration & Finance. Should the Consultant at any time find existing conditions which
would make modification in requirements desirable, he shall promptly report such matters to the
SASI for consideration. The Consultant or their authorized representative(s) may be required to
meet periodically with the SASI to discuss project progress.
18. SECURITY AND STATE REGULATIONS
All personnel must observe all regulations in effect at the project site. While on State and/or
SASI property, employees or sub-consultants of the Consultant will be subject to control of the
SASI, but under no circumstances will such persons be deemed to be employees of the State or
SASI. The Consultant or their personnel will not represent themselves as employees of the
State or SASI. All Consultant and sub-consultant personnel shall be subject to such security
clearance as the SASI shall require.
19. SUB-CONSULTANTS
If any part of the work covered by this AGREEMENT is sub-contracted, the sub-consultant
must be approved by the SASI. If there is no pre-qualification category for the discipline of a
specific sub-consultant, they must be approved by the SASI prior to using the sub-consultant.
Payment of all sub-consultants is the sole responsibility of the Consultant. Nothing contained
in this AGREEMENT shall create a contractual relationship between any sub-consultant and the
SASI. On request, the Consultant shall furnish the SASI with copies of all Agreements between
the Consultant and its sub-consultants.
20. SUB-CONTRACTORS
Contractors hired by the Consultant to perform exploratory work involving the normal
construction trades that is not of a professional nature need not be pre-qualified by the SASI;
however, if the work being performed requires a State license or certification, the sub-
contractor must hold the appropriate license or certification.
Payment of all sub-contractors is the sole responsibility of the Consultant. Nothing contained in
this AGREEMENT shall create a contractual relationship between any sub-contractors and the
SASI.
21. ASSIGNMENT
The Consultant shall not assign the whole or any part of this AGREEMENT without written
consent of the Vice President of Administration & Finance. Money due to the Consultant
hereunder shall not be assigned for any purpose whatsoever.
22 COMPLIANCE WITH LAW
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The Consultant shall comply with any and all Federal, State, or local laws in effect or
hereinafter promulgated which apply to the service herein specified.
Each and every provision required by law to be inserted in this AGREEMENT shall be deemed
to have been inserted therein. If any such provision has been or has not been correctly inserted,
then upon application of either party, the AGREEMENT shall be physically amended to
provide for such insertion or correction. If the SASI determines that the Consultant has violated
or failed to comply with applicable Federal, State or local laws with respect to its performance
of this Agreement, it may withhold payments for such performance and take other such action
that it deems appropriate until compliance or remedial action has been accomplished by the
Consultant to the satisfaction of the SASI.
23 COMPLETE AGREEMENT CLAUSE
This AGREEMENT represents the entire and integrated AGREEMENT between the SASI and
Consultant and supersedes all prior negotiations, representations or agreements, either written
or oral. This AGREEMENT may be amended only by subsequent written agreement.
24 SEVERABILITY CLAUSE
If any provision of this AGREEMENT is found invalid, it shall be considered deleted and shall
not invalidate the remaining provisions of the AGREEMENT.
25 HAZARDOUS MATERIALS
Should a Consultant, through the normal course of work, discover previously undetected
asbestos, radon, lead, PCB’s or other hazardous material, the Consultant is to report their
findings immediately to the SASI. The SASI will initiate remedial action, during which time
the Consultant may be required to cease work on the project, if so directed by the SASI. The
Consultant will commence work at the direction of the SASI, and the terms and conditions of
the original project AGREEMENT shall remain in force
26. THIRD PARTIES
Nothing contained in this AGREEMENT shall create a contractual relationship with or a cause
of action in favor of a third-party against the Consultant or the SASI, except that a third party
Consultant or Contractor may file an action as described in General Conditions Article 11,
Consultant’s Claims for Damages.
27. FINAL ACCEPTANCE
Prior to final acceptance by the SASI of the project, the Consultant shall submit all of the
required deliverables for the project as specified in this AGREEMENT. Upon submission of
the request for final payment, the Consultant firm and its successors and assigns remise, release
and forever discharge the SASI, its officers, agents and employees in their official and