CONSULTING SERVICES FOR THE GREATER SOUTHEAST MANGEMENT DISTRICT, HOUSTON, TX GREATER THIRD WARD COMMUNITY PLAN UPDATE REQUEST FOR PROPOSALS The Greater Southeast Management District (GSMD) is seeking consultant planning services to complete an update to the Greater Third Ward Community Plan (originally created in July 1995). The Consultant (or consultant team) will develop a process and plan that identifies and addresses community-driven goals within the Third Ward study area. The selected consultant will have knowledge and expertise in the following areas: • Economic development and employment • Social equity, asset-based community empowerment, and stakeholder-public engagement • Mixed-use, mixed income housing and residential development • Multi-modal mobility planning, with a focus on connectivity and pedestrian & ADA accessibility • Community and/or municipal comprehensive planning • Historical and cultural resource identification and preservation • Public safety and emergency management planning Since this project requires a range of research, public engagement, and planning expertise, a team of specialized firms with one prime contractor is permitted. One (1) original, ten (10) copies and one (1) electronic version (flashdrive) of the proposal must be returned in a sealed envelope bearing the RFP name and the name of the address and respondent on the outside of the envelope. Response packages will be accepted until 2:00 p.m. (CST) on May 11, 2015 and should be addressed to: Greater Southeast Management District ATTN: Ms. Hina Musa Interim Executive Director 5445 Almeda Road Suite 503 Houston, TX 77004 1 All questions related to this RFP shall be addressed via e-mail to Hina Musa at hmusa@greatersoutheastonline.com. The deadline for questions and inquiries is April 22, 2015 at 2:00 p.m. (CST). All addenda and responses to questions will be posted on the GSMD website at http://greatersoutheastonline.com/. Reservations GSMD reserves the right to accept or reject any or all proposals as a result of this request, to negotiate with all qualified sources, or to cancel, in part or in its entirety, this Request for Proposals if found in the best interest of the District. All proposals become the property of GSMD. GSMD reserves the right to waive any informalities and technicalities and to accept the offer considered most advantageous in order to obtain the best value. Causes for rejection of a proposal may include but shall not be limited to: the Offeror’s current violation of any state or federal law, the Offeror’s current inability to satisfactorily perform the work or service, or the Offeror’s previous failure to properly and timely perform its obligations under a contract with GSMD. Offeror may be disqualified and rejection of proposals may be recommended for any of (but not limited to) the following causes: 1) Failure to follow the criteria as established within this RFP; 2) Lack of signature by an authorized representative on the Certification form; 3) Failure to properly complete the proposal; 4) Evidence of collusion among proposers; or 5) Any alteration of the language contained within the RFP forms. GSMD reserves the right to waive any minor informality or irregularity. GSMD reserves the right to retain all proposals submitted and to use any idea in a proposal regardless of whether that proposal is selected. Submission of a proposal indicates acceptance by the firm of the terms and conditions contained in this request for proposals, unless clearly and specifically noted in the proposal submitted and confirmed in the contract between GSMD and the firm selected. GSMD will conduct reference checks as needed to evaluate proposals. The GSMD may contact those listed, and inclusion of this listing in your proposal is agreement that GSMD may contact the named references. GSMD reserves the right to contact other companies or individuals that can provide information that will assist in evaluating the capability of the Service Provider. 2 Negotiations During the evaluation process, GSMD reserves the right to request additional information or clarifications from proposers. At the discretion of GSMD, all firm(s) reasonably susceptible of being selected based on criteria set forth in this RFP, may be requested to make oral presentations. Each proposal must designate the person(s) who will be responsible for answering technical and contractual questions. Preliminary negotiations may be conducted with responsible Offeror(s) who submit proposals that are reasonably susceptible of being selected. At the discretion of GSMD, all Offeror(s) reasonably susceptible of being selected based on criteria set forth in this RFP may be given an opportunity to make a presentation and/or interview with the Selection Committee. Vendors will be ranked in order of preference and final contract negotiations will begin with the top ranked firm. Should negotiations with the highest ranked firm fail to yield a contract, or if the firm is unable to execute said contract, negotiations will be formally ended and then commence with the second highest ranked firm, etc. SCHEDULE OF IMPORTANT DATES The tentative schedule for this Request for Proposals is as follows: Release of RFP: April 6, 2015 Deadline for Questions and Inquiries: April 22, 2015 Response to Questions and Inquiries: April 24, 2015 Proposal Submission Deadline: May 11, 2015 Earliest Contract Award Date: May 27, 2015 BACKGROUND The Greater Southeast Management District was created to promote, develop, encourage and maintain employment, commerce, transportation, housing, recreation, arts, entertainment, economic development, safety, and the public welfare in the Southeast Houston area. The District was created in 2001 by the 77th Texas Legislature pursuant to House Bill 3692 (the “Special Act”). The District is roughly bounded by Interstate 45 and U.S. 59 to the north, Main Street to the west, and Old Spanish Trail and Griggs Road to the south. It encompasses approximately 30.31 square miles (19,400 acres). The Greater Third Ward Community Plan was originally a project of the Third Ward Redevelopment Council (TWRC), a nonprofit, tax exempt organization. TWRC is a coalition of individuals, businesses, and organizations with a stake in the future of the Greater Third Ward 3 Community. The initial Greater Third Ward Community Plan was developed in 1995 and has not been updated since. Many of the same conditions persist that were noted in the 1995 community plan. For instance, blighted housing, safety issues, access to healthy food options, and a dearth of adequate retail/services remain as concerns today. However, there is also much that has changed in the Greater Third Ward in the intervening 20 years since the first community plan was created. Light rail transit is now a reality in the area, with the first line having operated since 2004 and a second line, traversing the heart of the area, soon to open. A key community amenity, Emancipation Park, is undergoing a $35 million renovation and is poised to be a regional destination. Master planning for MacGregor Park is soon to be underway. Major activity/employment centers such as the Texas Medical Center and the University of Houston have expanded, with UH achieving “Tier One” research status in 2011. With these advancements, as well as the increasingly sought-after locational advantages of “inside the loop” neighborhoods, the area is also experiencing increasing development pressure, and gradual demographic changes. The challenge facing the community today is determining how to successfully manage the change while preserving the area’s rich culture and history, retaining families, attracting new commercial development, and offering a full range of housing choices. The focus of the Greater Third Ward Community Plan Update should be on developing implementation strategies, plans, and tasks that leverage the community’s assets to bring positive change to the area. This is only meant to be a general overview of the area’s past and present and shouldn’t be regarded as an all-encompassing statement of the area’s goals and concerns as it relates to the development of the updated community plan. Engagement of stakeholders and citizens will be a critically important component of the process. The Greater Third Ward area has no shortage of community advocacy groups. The general public in the area is also known for its strong level of civic engagement and willingness to let its voice be known. These groups and individual residents/business owners will ultimately set the course for the recommendations in the Greater Third Ward Community Plan Update. STUDY AREA: GREATER THIRD WARD The focus of the study is the area roughly bounded by US59 to the north, Old Spanish Trail to the south, Martin Luther King Jr. Blvd to the east, and Main Street to the west. The area is a high density area with a mix of land uses and a traditional street grid system. The area is also an important connection to adjacent neighborhoods including Midtown, Downtown, and the Texas Medical Center. 4 SCHEDULED TIME FRAME The work is scheduled to begin on or about June 2015, and to be completed within twelve months of the start date. GSMD reserves the right to extend, expand, or contract the scope of this contract, subject to GSMD Board of Directors’ approval and additional funding availability. PROJECT SCOPE OF WORK The Greater Southeast Management District is seeking a consulting firm or consulting team to develop an update to the Third Ward Community Plan. The following task elements have been established to serve as a guide for plan development. Potential submitters are welcome to suggest additions or modifications to these components to obtain a high quality planning document. Responses to this RFP should include a scope of work with a budget for each plan component described below (and/or as suggested by the proposer). Regardless of modifications and suggestions, the planning process and final document must involve a robust public outreach process in order to define the visions and goals of the community as a whole. 5 Task 1: Public Involvement, Outreach, and Empowerment A major component of this planning effort will be an integrated, robust, and comprehensive public outreach strategy. Provide a defined program for outreach to community residents, businesses, and other vital stakeholders both on the front-end and throughout the planning process. Provide a means for meaningful interaction and feedback that allows for a partnership between project facilitators and the community. Use of strategies above and beyond a typical public meeting format is encouraged. Task 2: Review of Community Plans Provide an assessment of the original Third Ward Community Plan as to successfully implemented projects and other accomplishments, as well as challenges and reasons for nonimplemented recommendations. A focus area should be evaluating the effectiveness of GSMD and the OST/Almeda Redevelopment Authority (TIRZ #7), both of which were created as a direct result of the recommendations in the original Third Ward Community Plan. In addition, this task should identify, review, and synthesize other plans and reports (recently completed, ongoing, and upcoming) that are relevant to the community. Examples of these plans/reports include, but are not limited to: • MacGregor Park Master Plan (upcoming) • GSMD Brand Assessment (Brand Extract, ongoing) • Museum Park Livable Centers study (ongoing) • Palm Center Master Plan (upcoming) • TSU/UH Economic Development/Business Community Analysis Studies (recently completed) Task 3: Update the Community Demographic Profile Review, analyze, and update the profile of the Third Ward, to include community history, location, and general characteristic, demographic information. This should include 2010 Census data (or newer American Community Survey data), as well as demographic projections for the next 20 years. Task 4: Community Capital and Assets Identify community capital (human, social, cultural, political, economic, physical, and environmental) and assets (individuals, associations, and institutions). Identify strategies for preserving and capitalizing on these resources. Identify any particular strengths or deficiencies, 6 such as in the areas of crime, health and wellness, education, community facilities, and services for the elderly and disabled. Provide a detailed list of parks, open spaces, trails, and other environmental assets. Identify potential threats to these resources as well as ways these resources can be leveraged to the benefit of the community. Task 5: Local Economy, Jobs, and Economic Development Review and analyze local and regional economic factors that will influence future growth and development. Identify local (intra-Third Ward) economic strengths and weaknesses. Provide a framework for improving the local economic conditions for Third Ward residents and businesses. Task 6: Housing Provide a succinct historical analysis of housing within the Third Ward. Provide an update on existing housing stock to include occupancy rates, rental vs. ownership percentage, condition, trends, affordability, and other important information. A strategy for retaining a sustainable mix of housing-stock in perpetuity should be provided. Task 7: Transportation Provide a high level review of the transportation network within the Third Ward. Identify current and future changes to the system as proposed by the City of Houston, the Texas Department of Transportation (TxDOT), and the Metropolitan Transit Authority of Harris County (METRO). Provide a list of community supported goals and objectives for transportation that can be facilitated by or advocated through GSMD. Task 8: Community Appearance, Land Use, and Urban Design Provide a plan section on desired community appearance and land use based upon feedback from public engagement. This should encompass community attitudes and desires for land uses, architectural styles, floor to area ratios, and general design guidelines within the Third Ward. The entirety of the built environment should be considered, to include public space within the right-of-way. Task 9: Public Safety and Emergency Management Evaluate the community’s prevention, protection, mitigation, response, and recovery capabilities as it relates to public safety concerns, including crime, civil disorder, and terrorism. Reference guidelines such as the National Preparedness System, Homeland Security Exercise and Evaluation Program (HSEEP), and Crime Prevention through Environmental Design (CPTED). Evaluate preparedness, response, recovery, and mitigation capabilities as it relates to management of natural (e.g. weather) and man-made (e.g. accidents) emergencies. 7 Task 10: Implementation Strategies While implementation strategies will be discussed throughout the plan, there should also be a consolidated section of the plan in which all recommendations and implementation strategies, plans, and tasks are concisely laid out by relevant category for easy reference. Draft and Final Plan Deliverables The plan shall be drafted and published in a format and language that is user-friendly, easily understood and readily accessible to the general public. Heavy reliance on the use of technical planning language in the plan is discouraged, whenever possible. The use of maps, graphics and other innovative visual aids that will encourage the community’s involvement in promoting the plan is encouraged. The plan should include an Executive Summary that is both incorporated into the overall plan document and can also serve as a stand-alone document in a brochure or newsletter format that can be easily reproduced for mass distribution. The following deliverables are expected but can be negotiated: • One (1) copy of the draft plan. • Fifty (50) bound, colored copies of the final plan, complete with recommended policies, associated data, supportive tables, charts and maps and summaries of major recommendations, all of which incorporates the plan elements listed above. Maps and illustrations shall be completed at a scale that will reproduce to fit 8.5” x 11” and 11” x 17”. • One (1) unbound copy of the colorized version of the final plan. • One (1) digital copy of the final plan document in a commonly accepted digital medium Submittal Requirements: The following instructions describe the form in which proposals must be submitted. Proposals which do not contain responses to each of the required items will be considered incomplete and may be rejected. Proposal documents should provide a straightforward, concise description of the firm’s capabilities to satisfy the requirements of this RFP. Emphasis should be on completeness, clarity of content, and conveyance of the information as requested. The requirements stated do not preclude Offerors herein from furnishing additional reports, functions, and costs as deemed appropriate. 8 One (1) original, ten (10) copies and one (1) electronic version (flashdrive) of the proposal must be returned in a sealed envelope bearing the RFP name, and the name and address of the respondent on the outside of the envelope. To facilitate the review of the responses, Firms shall follow the described proposal format: 1. Letter of Response (maximum three [3] pages): • RFP title. • Statement by the firm of its qualifications and experience. • Information on the firm. • Description of the firm’s ability to provide the services. 2. Work Program (maximum twenty [20] pages): • Project overview. • Narrative and graphics on how the project will be completed. • Description of how the planning process will be organized. • Proposed project schedule. 3. Cost Proposal (maximum three [3] pages): • The cost proposal must itemize all charges for individually identifiable components of the Scope of Work. • The cost proposal must state a maximum “not to exceed” contract amount for all services rendered. 4. Project List (maximum ten [10] pages): • Similar projects completed in the last five (5) years including brief description of project, name of agency for whom work was completed, address, contact person, telephone numbers and email addresses. 5. Key Personnel (maximum ten [10] pages): • Names, Titles • Proposed role in this project 9 • Experience EVALUATION CRITERIA Evaluation of each proposal will be based on the following criteria: 1. Qualifications - Degree to which the firm has completed similar projects or has background and expertise to complete this project. (15%) 2. Price Proposal – The amount the firm proposes in comparison to other firms. (10%) 3. Understanding of Project – Degree to which the firm understands the project, whether from experience with similar projects or from preparatory research. (20%) 4. Approach to the Project – Degree to which the firm’s proposed scope of work addresses the project issues. (25%) 5. Quality of Work – Quality of the proposal and the evaluation of references from other projects done by the firm. (10%) 6. Personnel – The qualifications and availability of the personnel to be assigned to the project. (15%) 7. Intangible Factors – The degree of “chemistry” between the firm’s proposal and proposal reviewers. (5%) ADDENDA: Addenda to this RFP are incorporated by reference as if fully setout herein. It is the responsibility of interested parties to insure and verify that they are in receipt of and completed all attached addenda’s prior to submission of a proposal. INSURANCE REQUIREMENTS: Contractor shall provide and maintain certain insurance in full force and effect at all times during the term of this Contract and any extensions thereto. Such insurance is described as follows: Risks and Limits of Liability: The insurance, at a minimum, must include the following coverage and limits of liability: 10 (COVERAGE) (LIMIT OF LIABILITY) Workers’ Compensation Statutory for Workers’ Compensation Employer’s Liability Bodily Injury by Accident $100,000 (each accident) Bodily Injury by Disease $100,000 (policy limit) Bodily Injury by Disease $100,000 (each employee) Commercial General Liability; Bodily and Personal Injury; Products and Completed Operations Coverage Bodily Injury and Property Damage, Combined Limits of $500,000 each Occurrence, and $1,000,000 aggregate per 12-month period (defense costs excluded from face amount of policy) Automobile Liability $1,000,000 combined single limit Professional Liability Coverage $1,000,000 per claim/aggregate If the required insurance is not in place at the time responses are submitted, responders must show evidence of insurability at the above described coverage limits, which evidence can be in the form of a valid insurance quote or such other evidence of insurability acceptable to the District. Alternatively, the responders may submit a copy of a valid Certificate of Insurance with the above coverage and limits of liability as proof of insurance. Insurance must be in effect at the time a Contract is executed with the successful contractor. 11
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