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4.4. SR 03-04-2013 Elk REQUEST FOR ACTION River TO ITEM NUMBER Mayor and City Council 4.4 AGENDA SECTION MEETING DATE PREPARED BY Consent March 4, 2013 Jeremy Barnhart, Planning Manager ITEM DESCRIPTION REVIEWED By Request for Proposal for Comprehensive Plan Suzanne Fischer, Community Operations &Development Director REVIEWED BY Cal Portner, City Administrator ACTION REQUESTED Authorize by motion to advertise for proposals to complete the 2013 Comprehensive Plan. BACKGROUND/DISCUSSION Included in the 2013 budget were funds to the Comprehensive Plan. The initial step is to request proposals. Staff has prepared a Request for Proposal (RFP) outlining what the city seeks and the process of recommending a consultant. The RFP requests written submittals to update the existing 2004 Comprehensive Plan. The RFP outlines the need for a participatory process that,at its conclusion,will provide short and long term goals to achieve the community vision. Details of the participatory process are not prescribed;how a respondent plans to achieve this critical component is key to the success of the proposal. It is recognized that the public input portion of this project is by far the most costly. Staff intends to send the RFP to firms with experience working on similar projects or those that have worked with staff in the recent past. The RFP will also be posted on the League of Minnesota Cities website. RFPs are due March 29. During the 2013 budgeting phase,the feasibility to combine the Comprehensive Plan and the Parks Master Plan was discussed. Staff is not opposed to a joint effort;however,the level of detail in each project is expected to be vastly different, and therefore, a combined plan is not recommended. It is anticipated however,that the two projects will share base information including demographic research. This will reduce the cost of the Park Master Plan which is expected to start later this year. FINANCIAL IMPACT The 2013 budget includes $80,000 from various departments to update the Comprehensive Plan. This figure was based on recent experience from neighboring communities. Proposals over this budget may affect the timing and/or the scope of the project. ATTACHMENTS ■ RFP draft POWERED 0 1`4 f U R E REQUEST FOR PROPOSAL TO UPDATE THE COMPREHENSIVE PLAN FOR THE CITY OF ELK RIVER, MINNESOTA Proposal Due Date/Time March 29, 2013 4:00 P.M. (CST) CITY OF ELK RIVER Community Operations and Development Department 13065 Orono Parkway Elk River, MN 55330 1 REQUEST FOR PROPOSAL TO UPDATE THE COMPREHENSIVE PLAN FOR CITY OF ELK RIVER, MINNESOTA SECTION I. GENERAL INFORMATION This document solicits Requests for Proposal (RFP) to update the Comprehensive Plan for the City of Elk River, Minnesota. Contract Administration Address all correspondence regarding this RFP to: Jeremy Barnhart Planning Manager City of Elk River 13065 Orono Parkway Elk River,MN 55330 jbarnhart@elkrivermn.gov All firms whom receive or download this RFP are requested to register their name and email address by sending an email to jbarnhart&elkrivermn.gov. Any revisions or corrections to this RFP after posting will be communicated to those registered RFP holders. Failure to register your contact information may result in nonparticipation of the RFP process. A proposal will not be considered if it fails to include all requested information as detailed in this original RFP and any subsequent modifications. Any requests for additional information that may be needed for the preparation of the proposal should be directed to Planning Manager Jeremy Barnhart at (763) 635-1034, or jbarnhartkelkrivermn.gov. All questions must be received before 4:30 pm,March 22, 2013. Questions received after that time will not be addressed. Submittal of Proposal Please provide three (3) paper and one(1) electronic (pdf) copy of the Proposal for the evaluation process. Address submittals to: Jeremy Barnhart Planning Manager City of Elk River 13065 Orono Parkway Elk River,MN 55330 Submittals will be accepted until 4:00 p.m. on March 29, 2013. 2 Acceptance of Proposal Contents The contents of this RFP will be included as part of the contractual obligations if a contract ensues. All information in the proposal is subject to disclosure under the provisions of Minnesota Statutes Chapter 13 —Minnesota Government Data Practices Act. SECTION 2: OVERALL SCOPE OF SERVICES The final scope of services will be developed in collaboration with the selected firm. Components of the Plan,at a minimum,will include: 1. Participatory Process — Develop, coordinate and conduct a public process to encourage citizen input. The interaction and participation of residents, business leaders, elected officials, and administration is critical for the development and success of the plan. A participation program will need to be developed to incorporate local knowledge and experience. This is advantageous as it increases citizen ownership. 2. Background — Provide and analyze the historical background of development in the City. Include current conditions and trends as well as emerging issues that have long-term implications. 3. Assumptions — Analyze the assumed effects of external forces (physical, social, economic, and political) on the future of the local community. Issues and forecasts of local and regional growth will be included. 4. Vision/Overview of the Plan — Provide a vision or alternative visions of the long-term future design and character of the community. The vision will represent interests of a broad range of citizens rather than a few special-interest groups. Cost/benefit implications of each alternative will be included. 5. Planning Elements — To include discussion on such elements as land use, transportation, community facilities, utilities, natural resources, parks and open space, urban design policies, urban design,image and opportunities, etc. 6. Short and Long Term goals - Discuss and illustrate the potential short and long-term impacts of the plan on the community. 7. Implementation/Action Steps —Develop a list of strategies and implementation measures to accomplish the goals and objectives of the plan. 3 In addition to the components identified above,the following issues are important to the City of Elk River, and will also be addressed in the Comprehensive Plan: Enhance quality of life and support land values. • The active nature of the community residents and its visitors was identified during the City's 2010 Brand development plan. Analyze improvements and outline strategies to maximize the potential associated with these activities. • The Mississippi River, Elk River,Lake Orono,Woodland Trails Park are unique features of the City. Identify strategies to maximize the potential of these features. • The City of Elk River through consultants,is currently preparing a Parks and Recreation Plan. Work with the Parks Master Plan project, expected to begin in the fall of 2013, to coordinate strategies. • Pockets of native landscapes are declining. The Comprehensive Plan will address conserving and protecting those already in place. • Identify methods to maximize land values while conserving or preserving critical or important natural and agricultural areas. Mitigate environmental factors that may diminish quality of life. • Elk River is served by major Highways 10 and 169 and has several county highways which can create obstacles to safe non-motorized and pedestrian travel. The Comprehensive Plan will establish strategies and potential resolutions to address this conflict. • Identify opportunities utilizing stormwater management features as tools for water quality, managing municipal growth, economic development, quality of life and urban design. Support Economic Development. • With the development of MnDOTS long range geometric plan,the City will be served by a number of future interchanges on both Highway 10 and Highway 169. Address the arrangement of land uses and associated collector road systems to the best advantage of these interchanges and surrounding land uses. • Elk River's direct access on major regional highways accommodates the growth of commerce and labor forces. The road infrastructure provides proximity to northern lakes, the NorthStar commuter rail, and the urban amenities of the Twin Cities. Identify strategies to maximize these assets. • The city desires to increase land available for job growth,primarily light industrial. Identify appropriate opportunities,while also identifying market constraints to this growth. 4 • Identify public investments and City standards required to support the desired community image and associated development goals. Evaluate Adequacy and Relevance of existing ordinances. • Review current City ordinances and policies in relationship to achieving the desired outcomes envisioned by the Comprehensive Plan. Outline strategies for accomplishing consistency. Housing • Determine appropriate housing levels (affordable housing, executive) necessary to support desired local commerce and industry. • Forecast how Elk River will be affected by the aging of the population,in terms of housing demand and services. Other • The predominate land use of the north part of the community is gravel mining. This gravel mining is expected to continue over the next 30+ years. Identify strategies to allow development while minimizing long term negative impacts associated with piecemeal development. SECTION 3: PROPOSAL The proposal submittal shall contain only the information requested below. Proposal Format The submittal should follow the Table of Contents listed below: 1. General Information 2. Project Understanding 3. Project Approach 4. Proposed Project Team and Experience 5. Schedule 6. Any Additional Information as Needed 7. Total Consultant Cost A brief description of each section is as follows: 1. General Information Provide general information and a brief history of the Consultant's firm. Include similar information on key subconsultants,if any,proposed for the project. 5 2. Project Understanding Include a summary of the Consultant's understanding of this project. 3. Project Approach Provide specific approaches,methods,and assumptions that will be utilized to accomplish each work item as listed in Section 2. 4. Proposed Project Team and Experience • Identify key team members and describe their specific roles on the project. Include key team members from sub-consultant firms,if any. • Describe relevant experience and provide information on at least three (3) reference projects completed in the last six (6) years. Provide references and contact information. • Include one-page resumes only for key members of the project team,including field personnel. • Include specific descriptions of proposed team members'roles on reference projects. 5. Schedule Provide a proposed schedule from project initiation to final completion. The schedule should include a listing of key tasks within each phase,key milestones and approximate dates, and deliverables. 6. Additional Information Include any other information that is believed to be pertinent,but not specifically requested elsewhere in this RFP. 7. Total Consultant Cost The consultant shall break out the cost as follows: a. Proposed costs for each scope of work as listed in Section 2. b. Hourly rates for all consultant employees who are expected to work on this project. These rates shall be the agreed upon costs for any additional services requested by the City of Elk River, above what is detailed in the RFP. c. Reimbursable costs including detail of service or item and applicable charge per unit. d. Not to Exceed cost for the project. Proposals that do not include a `Not to Exceed' cost will be disregarded with no further consideration. It is the responsibility of the proposing firm to accurately predict the amount of time that they will need to spend on the project. 6 SECTION 4: CONSULTANT SELECTION Process City staff will evaluate and rank all submitted proposals. After conclusion of this review, staff will recommend the most qualified consulting teams or firms to the City Council. The decision will be based on a combination including, but not limited to: ranking, presentation of materials, and other qualifications. The Council may review the recommendations and invite the top candidates to conduct a presentation before the Council, members of City staff and representatives of the Planning Commission. Presentations are expected to occur in April. The City Council will make the final selection of the consultant firm ,with input from the subcommittee, Planning Commission and staff. Once authorized to proceed, the "most qualified" consulting firm will be expected to immediately assist in developing a final scope of services and contractual agreement. Following review of the proposals by the City, selected Consultants may be asked to make oral presentations of their proposals to City representatives. Upon conclusion of the presentations,the city will select a Consultant to negotiate a contract as follows: 1. If, for any reason, a firm is not able to commence the services in their Proposal within 30 days of the award,the City reserves the right to contract with another qualified firm. 2. The City shall not be liable for any expenses incurred by the Consultant prior to the signing of a contract including,but not limited to,the Proposal preparation,attendance at interviews, or final contract negotiations. 3. The Proposal must be signed in ink by an official authorized to bind the Consultant to its provisions that will be included as part of an eventual contract. The Proposal must include a statement as to the period during which the Proposal remains valid. This period must be at least 90 days from the date of the submittal. 4. The City reserves the right to reject any and all Proposals submitted or to request additional information from any or all of the proposing firms. The City of Elk River reserves the right to waive any irregularity in any submittal or reject any or all proposals. Ranking Criteria 1. Project Approach and Organization— a maximum of 50 points How will the consultants assigned to the project develop the Comprehensive Plan? • Description of approach to prepare the plan? • How will services be performed? • What do they propose as a scope of services? • How do they plan to facilitate, encourage and implement public participation? • How much time will be budgeted for interaction with community stakeholders? 2. Related Experience — a maximum of 25 points 7 • Demonstration of personal and leadership skills necessary to navigate the project through the social and political issues that surround a project of this nature? • Description of a proven track record in successfully completing similar projects on time and within budget? Successful experience of both the firm itself and the individual team members will be considered. • What experience do the consultants assigned to the project have with community/public planning process? • What direct experience do the consultants assigned to the project have involving research and assessment and developing strategies and action plans, as it relates to communities of similar size and nature? • What direct experience do the consultants assigned to the project have working with diverse stakeholders in the development of community/neighborhood plans or initiatives? 3. Schedule - a maximum of 10 points • What will be the proposed consultant project schedule and the staffing plan that will facilitate completion of the Plan in a timely manner? How many on-site visits/meetings are planned? • Please provide an estimated time schedule for this proposal, which shows the amount of time per category and the total amount of time necessary to complete this project. The time schedule should demonstrate the firm's ability to proceed immediately and without delay. 4. Cost- a maximum of 15 points • Demonstration of successful previous budget performance and experience in meeting project budgets. • Description of approach to budgeting and bidding. • Presentation of firm's best offer; firm "not to exceed" SECTION 5: CONTRACT TERMS AND CONDITIONS Upon selection of a Consultant,an Agreement or Contract for Services shall be entered into by the City and the Consultant. It is expected that the contract will provide for compensation for actual work completed on a not to exceed basis with the following conditions. The contract will be amended as appropriate for each successive phase. 1. Deletion of specific components, such as individual project meetings,will be at the discretion of the City. Payment or reimbursement shall be made based on actual hours worked on the various tasks required for the project plus necessary subcontractor work (as applicable) and out of pocket expenses. Billing in excess of`not to exceed'amount will not be compensated unless a contract extension has been approved in advance by the City Council. 2. The City shall retain ownership of all documents,plans, maps,reports and data prepared under this proposal. In addition to being provided hard copy and digital documents throughout the project, the consultant shall supply the City of Elk River with a fully scanned (Laserfiche) file upon project completion. 8 3. If, for any reason,the Consultant is unable to fulfill the obligations under the contract in a timely and proper manner,the City reserves the right to terminate the contract by written notice. In this event,the firm shall be entitled to just and equitable compensation for any satisfactory work completed to that point at the discretion of the City Engineer. 4. The Consultant shall not assign or transfer any interest in the contract without prior written consent of the City. 5. The Consultant contract shall be governed by the laws of the State of Minnesota. 6. Project summaries shall be submitted with each invoice during the course of the project. Each summary shall detail the amount billed to date,work items that need to be completed,the estimated costs to complete these tasks and the projected timeline for the completion of the project. Invoices submitted to the City shall include a detailed breakdown of times,personnel, mileage, etc. chargeable for that period. SECTION 6. COMMUNITY BACKGROUND Elk River is located 35 miles northwest of Minneapolis-St. Paul between the Twin Cities and St. Cloud on the Mississippi River. As the Sherburne County seat, the city covers an area of 44 square miles making it one of the largest land-based cities in the state and the largest city within the county with nearly 24,000 residents. The city continues to develop while retaining its historical perspective and small-town flavor. Highways 10, 169, 101, nearby Interstate 94, and the new Northstar Commuter Rail provide fast and easy access to the greater metropolitan area as well as the gateway to Minnesota's lake country. Designated a Minnesota Energy City, Elk River is internationally recognized for innovative and progressive leadership in energy conservation, alternative energy, public education, and environmental stewardship. Elk River is a great place to live and work. The city has invested in parks, facilities and recreation opportunities for all ages to enjoy. Educational opportunities exist at highly-regarded public, charter and private schools serving residents from kindergarten to post-secondary education. The community is proud of its full spectrum of housing options for all ages and lifestyles. More information on the City of Elk River can be found on the City website and related links at www.ElkRiverMN.gov. REQUEST FOR PROPOSALS MUST BE RECEIVED PRIOR TO 4:00 p.m. ON MARCH 29, 2013. LATE SUBMITTALS WILL NOT BE CONSIDERED. 9