Loading...
HomeMy WebLinkAboutRFP - 10021 Land Use Code UpdatesRFP 10021 LAND USE CODE UPDATES Page 1 of 50 REQUEST FOR PROPOSAL 10021 LAND USE CODE UPDATES RFP DUE: 3:00 PM MT (Mountain Time), July 26, 2024 The City of Fort Collins is requesting proposals from qualified Professionals to collaboratively draft and support City Land Use Code (LUC) reorganization and adoption of commercial and mixed- use corridor changes as recommended in the Land Use Code Audit (2020) and the City’s recently updated policy documents. As part of the City’s commitment to sustainability, proposals must be submitted online through the Rocky Mountain E-Purchasing System (RMEPS) at http://www.bidnetdirect.com/colorado/city- of-fort-collins. Note: please ensure adequate time to submit proposals through RMEPS. Proposals not submitted by the designated Opening Date and Time will not be accepted by RMEPS. All questions should be submitted, in writing via email, to Dennis Ralph, Senior Buyer at dralph@fcgov.com, with a copy to Project Managers Megan Keith at mkeith@fcgov.com , and Sylvia Tatman-Burruss at statman-burruss@fcgov.com, no later than 3:00 PM MT on July 10. Please format your e-mail to include: RFP 10021 LAND USE CODE UPDATES in the subject line. Questions received after this deadline may not be answered. Responses to all questions submitted before the deadline will be addressed in an addendum and posted on the Rocky Mountain E-Purchasing System webpage. Rocky Mountain E-Purchasing System hosted by BidNet A copy of the RFP may be obtained at http://www.bidnetdirect.com/colorado/city-of-fort-collins. This RFP has been posted utilizing the following Commodity Code(s): 91827 Community Development Consulting 91832 Consulting Services (Not Otherwise Classified) 91863 Housing Consulting 91889 Real Estate/Land Consulting (Including Land Survey Consulting) 91892 Urban Planning Consulting 96194 Zoning, Land Use Studies 91858 Governmental Consulting Prohibition of Unlawful Discrimination: The City of Fort Collins, in accordance with the provisions of Title VI of the Civil Rights Act of 1964 (78 Stat. 252, 42 US.C. §§ 2000d to 2000d- 4) and the Regulations, hereby notifies all bidders that it will affirmatively ensure that any contract entered into pursuant to this advertisement, disadvantaged business enterprises will be afforded full and fair opportunity to submit bids in response to this invitation and will not be discriminated against on the grounds of race, color, or national origin in consideration for an award. The City strictly prohibits unlawful discrimination based on an individual’s gender (regardless of gender identity or gender expression), race, color, religion, creed, national origin, ancestry, age 40 years or older, marital status, disability, sexual orientation, genetic information, or other characteristics protected by law. For the purpose of this policy “sexual orientation” means a person’s actual or perceived orientation toward heterosexuality, homosexuality, and bisexuality. Financial Services Purchasing Division 215 N. Mason St. 2nd Floor PO Box 580 Fort Collins, CO 80522 970.221.6775 970.221.6707 fcgov.com/purchasing RFP 10021 LAND USE CODE UPDATES Page 2 of 50 The City also strictly prohibits unlawful harassment in the workplace, including sexual harassment. Further, the City strictly prohibits unlawful retaliation against a person who engages in protected activity. Protected activity includes an employee complaining that he or she has been discriminated against in violation of the above policy or participating in an employment discrimination proceeding. The City requires its Professionals to comply with the City’s policy for equal employment opportunity and to prohibit unlawful discrimination, harassment and retaliation. This requirement applies to all third-party Professionals and their subcontractors/subconsultants at every tier. Public Viewing Copy: The City is a governmental entity subject to the Colorado Open Records Act, C.R.S. §§ 24-72-200.1 et seq. (“CORA”). Any proposals submitted hereunder are subject to public disclosure by the City pursuant to CORA and City ordinances. Professionals may submit one (1) additional complete proposal clearly marked “FOR PUBLIC VIEWING.” In this version of the proposal, Professionals may redact text and/or data that it deems confidential or proprietary pursuant to CORA. All pricing will be considered public records subject to disclosure under CORA and as such pricing cannot be redacted from the “FOR PUBLIC VIEWING” version of the proposal. Failure to provide a public viewing copy will be considered a waiver of any claim of confidentiality under CORA without regard to how the applicant’s proposal or certain pages of the proposal are marked confidential, proprietary, or similar. Such statement does not necessarily exempt such documentation from public disclosure if required by CORA, by order of a court of appropriate jurisdiction, or other applicable law. Generally, under CORA, trade secrets, confidential commercial information and financial data information may not be disclosed by the City. Proposals may not be marked “Confidential” or ‘Proprietary’ in their entirety. By responding to this RFP, Professionals hereby waives any and all claims for damages against the City for the City’s good faith compliance with CORA. All provisions and pricing of any contract resulting from this request for proposal will be public information. Professionals Registration: The City requires new Professionals receiving awards from the City to submit IRS form W-9 and requires all Professionals to accept Direct Deposit (Electronic) payment. If needed, the W-9 form and the Vendor Direct Deposit Authorization Form can be found on the City’s Purchasing website at www.fcgov.com/purchasing under Vendor Reference Documents. Please do not submit these documents with your proposal, however, if you take exception to participating in Direct Deposit (Electronic) payments please clearly note such in your proposal as an exception. The City may waive the requirement to participate in Direct Deposit (Electronic) payments at its sole discretion. Sales Prohibited/Conflict of Interest: No officer, employee, or member of City Council, shall have a financial interest in the sale to the City of any real or personal property, equipment, material, supplies or services where such officer or employee exercises directly or indirectly any decision-making authority concerning such sale or any supervisory authority over the services to be rendered. This rule also applies to subcontracts with the City. Soliciting or accepting any gift, gratuity favor, entertainment, kickback or any items of monetary value from any person who has or is seeking to do business with the City of Fort Collins is prohibited. Collusive or Sham Proposals: Any proposal deemed to be collusive or a sham proposal will be rejected and reported to authorities as such. Your authorized signature of this proposal assures that such proposal is genuine and is not a collusive or sham proposal. The City of Fort Collins reserves the right to reject any and all proposals and to waive any irregularities or informalities. RFP 10021 LAND USE CODE UPDATES Page 3 of 50 Utilization of Award by Other Agencies: The City of Fort Collins reserves the right to allow other state and local governmental agencies, political subdivisions, and/or school districts to utilize the resulting award under all terms and conditions specified and upon agreement by all parties. Usage by any other entity shall not have a negative impact on the City of Fort Collins in the current term or in any future terms. The selected Professional shall be required to sign the City’s Agreement prior to commencing services (see sample attached to this document). Sincerely, Gerry Paul Purchasing Director RFP 10021 LAND USE CODE UPDATES Page 4 of 50 I. INTRODUCTION Beginning in summer of 2021, City staff began Phase 1 of the Land Use Code (LUC) update. Phase 1 primarily focused on housing related updates, reorganization, and moving to visual representations of code standards, away from a fully text-based code. While Phase 2 will focus primarily on commercial and mixed-used corridors, housing-related policies are still relevant to incorporate, especially in mixed-use districts. Recommendations for housing-related code updates in mixed-use districts can be found in the Land Use Code Audit and Land Use Code Diagnostic Report linked below. As mentioned above, the intended scope of the Phase 2 updates to the LUC will be the City’s commercial and mixed-use corridors. Commercial and mixed-use corridors in Fort Collins are dynamic spaces that encompass a large variety of uses, building types, and occur in a variety of contexts. These commercial and mixed-use corridors are the places within Fort Collins most able to accommodate transit-supportive development along existing and future high-frequency transit corridors. The City’s adopted policy documents envision a shift to active mode trips and “complete neighborhoods” where the community can access daily needs and services from their homes. Updates to the LUC are needed to achieve these desired outcomes as development and redevelopment in these areas occurs in the future. Another intended focus area of the Phase 2 LUC updates is an examination of existing development standards as well as the process and procedures of the City’s development review process. This will include a focus on ensuring that small businesses, - generally defined in Fort Collins as having between 0 and 50 employees - have access to the tools and resources needed to succeed, particularly as it relates to navigating the City’s development review process. This is further elaborated under the Proposed Work Streams section of this RFP. City staff intends that this update can help achieve better alignment between the LUC and the City’s recently updated policy documents. The policy direction contained within City Plan, as well as the follow-up 2020 Land Use Code Audit, and the 2022 Land Use Code Diagnostic Report contain recommended updates and key strategies for potential updates to the LUC. In addition to the aforementioned documents, Phase 2 updates to the LUC are also expected to consider and incorporate guidance contained within the plans and policy documents found on page 9 in the Background section of this document. The City is requesting proposals from qualified consultants (Professionals) to take the next step in analyzing, drafting, and adoption of recommended Land Use Code changes. The anticipated period of performance for this project is approximately one year, September 2024 – September 2025. II. PURPOSE AND GOALS As mentioned, the 2020 Land Use Code Audit and the 2022 Land Use Code Diagnostic Report highlighted some of the barriers within the LUC related to development standards, review procedures, zone district and City Plan alignment, amongst other limitations. The code should be an instrument to achieve the outcomes as envisioned in the City’s policy documents and not a hindrance to meeting the needs and desires of our community. Findings within the LUC Diagnostic Report as well as the LUC Audit highlight that the current LUC does not support future place types as identified in City Plan, nor does it support compatible infill. The existing code makes it challenging to develop and redevelop infill buildings that fit in context sensitive ways. Another key related finding is that the current code does not adequately focus or prioritize predictable form and instead is overly focused on regulation and process. This is a limitation for achieving an equitable process with clearly defined expectations which can lower the entry point for local and small businesses to launch or update their businesses. RFP 10021 LAND USE CODE UPDATES Page 5 of 50 City Plan, as well as many of our other policy documents, include guidance to concentrate growth along major transit corridors and around activity centers. The LUC Diagnostic Report and LUC Audit again identified ways that the LUC can be recalibrated to better accomplish these aims. The 15-Minute City Analysis work also encourages mixed-use development where residents can access housing, services, and jobs in one place. Integral to this effort will also be strategies for incorporation of transit-supportive infrastructure and design considerations for things like mobility hubs, transit station amenities, and other considerations within the public realm such as e-bike parking. The goal of this RFP is to identify a qualified Professional team to work collaboratively with City staff and stakeholders, to draft LUC changes related to the previously mentioned topics. The Professional will be expected to take the lead on analyzing, modeling, and drafting code language. The City expects to lead public engagement, and the adoption process for recommended LUC changes. Outside legal counsel will be retained separately through the City Attorney’s Office to support analysis of legal issues and legal review of draft code language. Exploratory Questions: When beginning to identify potential topics for the Phase 2 LUC update, City staff formulated a set of exploratory questions. These questions were intended to capture curiosities about what could potentially be achieved through the work during this LUC update. They may also serve as a way to check in during the course of this project that proposed changes or updates are making progress towards responding to these exploratory questions. These questions were shared with City Council at a June 11th Work Session focused on the scoping of Phase 2 work. This initial set of exploratory questions were the following: • Are there opportunities to add clarity to the development review process? • How can the Land Use Code be more aligned with our policy plans? • How can we advance our 15-minute city goals through the Land Use Code? • How do we balance multiple desired outcomes through our development standards? Council Priorities City Council has adopted several priorities for their current term, several of which are directly related to Phase 2 of the LUC update: • Council Priority No. 1: Operationalize City resources to build and preserve affordable housing • Council Priority No. 3: Advance a 15-minute city by igniting neighborhood centers • Council Priority No. 4: Pursue an integrated, intentional approach to economic health • Council Priority No. 8: Advance a 15-minute city by accelerating our shift to active modes Proposed Work Streams A substantial amount of groundwork and initial analysis has already been done regarding the types of LUC changes the City should consider. Using Council Priorities, the exploratory questions, as well as substantial ongoing tracking managed by planning staff, a set of potential workstreams RFP 10021 LAND USE CODE UPDATES Page 6 of 50 were formulated. These workstreams attempt to logically group together topics to be addressed through the LUC updates. It is anticipated that this project will capitalize on work that has been done to date and refine more conceptual recommendations into a package of specific code changes that can be considered and adopted by the Planning and Zoning Board and City Council. These workstreams may be adjusted collaboratively with City staff and the selected Professional team as the work plan is refined. Proposed Work Streams include: • Commercial and Mixed-Use Corridors o Form-Based Design Standards for Commercial and Industrial Buildings o Recalibrating Employment & Industrial Zoning o Standards for Specific Uses o Small Business Considerations o 15-Minute Cities  Neighborhood Centers  Transit-Supportive Development • Development Standards o Landscaping & Trees o Site Planning & Design o Natural Resource Standards o Historic Preservation Standards o Bike, Pedestrian & Trail Connectivity • Processes and Procedures o Amendment Process (Micro/Minor/Major) o Basic Development Review Process o Other Development Review Processes (Type 1 and Type 2 Reviews) o Customer Tools & Resources In addition to proposed LUC changes, this project will need to identify key metrics and methods for evaluation to ensure that LUC changes are having their intended positive impacts on commercial and mixed-use corridor development. The LUC update must also be agile and responsive to changing conditions and economics, e.g., how will priorities shift over time? The ideal Professional will have familiarity with the unique challenges and opportunities in Fort Collins and expertise in how leading-edge cities are addressing housing needs across the housing spectrum, in addition to demonstrated expertise in supporting the successful adoption of complex land use regulations related to commercial corridors. Professionals should also have expertise in modeling and analysis to inform impactful, effective code changes that will increase housing supply and choice while decreasing the need for single occupant vehicle trips and distance. Further, the Professional should be familiar with a range of approaches to code updates including an emphasis on infill and transit-oriented development and form-based codes. Because this work is being led with equity as a priority, incorporating equity indicators and metrics into the project will be an important element of any successful response. Finally, the ideal Professional will be comfortable RFP 10021 LAND USE CODE UPDATES Page 7 of 50 working collaboratively with the City staff and on a one-year timeline to deliver adoption-ready code changes. III. BACKGROUND LAND USE CODE (LUC) UPDATE, PHASE 1 The LUC Phase 1 project began in summer 2021. These updates focused on housing-related changes to the code and a reorganization of the LUC to improve usability and clarity. Significant restructuring and modernization were achieved in Phase 1 of the LUC update. This has resulted in a code that is more user-friendly, incorporates aspects of a form-based code, and has eliminated some inconsistencies within the document. The LUC Phase 1 Update implemented policy direction in City Plan, the Housing Strategic Plan, the Transit Master Plan, and the Our Climate Future Plan. Fort Collins City Council adopted the updated Land Use Code in late 2022. A group of citizens led an effort to repeal the code twice, requiring substantial changes to the LUC originally adopted in late 2022. It has since been adopted by City Council and the appeal period has passed. However, we do anticipate the need for robust community engagement, dialogue and accessible materials to engage the community during Phase 2 of the process. CITY PLAN (2019) AND THE LAND USE CODE (LUC) AUDIT (2020): The City of Fort Collins Land Use Code (LUC) establishes the parameters for all new development and infill/redevelopment and is one of the primary tools used to support the implementation of the City’s comprehensive plan—City Plan. While Fort Collins regularly updates Land Use Code standards, most changes are minor or relate to process and procedural considerations. Prior to the 2020 LUC Audit, a thorough review of standards to ensure that local development standards are advancing the community’s goals and adequately responding to shifting priorities and changes in social and market conditions had not been completed since the Land Use Code was first adopted in 1997. The 2019 version of City Plan placed new emphasis on community priorities and emerging issues to incentivize and maintain more affordable and attainable housing, diversify the types of housing available, promote mixed-use and transit-supportive development along key corridors, and address the changing dynamics of employment and industrial land. The Plan identifies implementation strategies to help achieve these goals and priorities, many of which may result in changes to Fort Collins’ development standards and processes. In the fall of 2019, the City initiated a Land Use Code Audit process to identify the strengths, weaknesses, and opportunities in the Land Use Code as they relate to City Plan policy direction. Specific objectives for the process were to: • Identify targeted updates to the Land Use Code that support the implementation of City Plan strategies; • Explore and document how the City Plan goals and priorities outlined above are being addressed by peer communities within their development codes; and • Identify characteristics of contemporary development codes that could be applied to improve the usability and functionality of the Land Use Code. Land Use Code Diagnostic Report (2022): The Land Use Code Diagnostic Report was created in 2022 upon engaging the consultant team that would update the LUC in Phase 1. The Diagnostic Report builds upon the Land Use Code Audit (2020) and identifies key findings and barriers to the implementation of key elements in City Plan. While several recommendations within the Diagnostic were carried out in Phase 1, RFP 10021 LAND USE CODE UPDATES Page 8 of 50 several recommendations within the Diagnostic Report will be included in Phase 2, namely: • Align Zoning Districts and Uses with Structure Plan Place Types o Consider consolidation of some mixed employment districts o Consider increasing building height limits along key corridors and identify barriers to mixed-use development • Clarify and Simplify Development Standards • Enhance/Simplify the Development Review Procedures Active Modes Plan and 15-Minute Cities Analysis The 15-minute City analysis was conducted in 2022. The 15-minute city concept is rooted in the idea that cities should be designed to accommodate the needs of people and enhance opportunities for human-powered transportation rather than being designed primarily for automobiles. Within the analysis, there are three goals for achieving the vision of a 15-minute city in Fort Collins, the results of an analysis of Fort Collins for bike and pedestrian access, and a list of 21 core strategies to achieving the goals within the analysis. Following are the 3 goals from the analysis to achieving the core strategies: 1. Strengthen Underserved Communities: Fort Collins will be a socioeconomically equitable community in which every resident in every neighborhood can access basic needs and services without an automobile. 2. Shift to Active Modes Trips: The need for motorized transportation is minimized, advancing City climate goals, improving air quality, and reducing greenhouse gas emissions, congestion, and parking demand. 3. Enhance Resiliency in Fort Collins: The convenient location of services accessible by multiple modes of human-powered transportation results in a reduced need to travel long distances for daily needs, saves time, and improves health, well-being, and quality of life. Economic Health Strategic Plan (EHSP, 2023): The City’s recently adopted EHSP is an update from the 2015 Strategic Plan aims to fulfill the vision that, “Fort Collins is a healthy, equitable, and resilient community where people and businesses can thrive.” There are several LUC regulations that intersect with the goals in the plan. Those include, but are not limited to, updating several Development Review processes towards an approach that is easier to understand for business owners and clearer for City staff to execute, and updating the Commercial and Industrial zone districts. Following are the 4 goals of the plan: 1. Increase business owner representation to match Fort Collins metropolitan statistical area demographics. 2. Increase overall business survivability longer than five years from 45% to 50%. 3. Add 1,800 new jobs in targeted, traded sectors (e.g., life science and climate technology). 4. Increase representation in employment within targeted, traded sectors (e.g., life science and climate technology). Housing Strategic Plan (HSP, 2021): The City’s adopted HSP provides clear direction to reexamine the City’s role in achieving the Plan’s vision that “everyone has stable, healthy housing they can afford.” LUC regulations are a key element of the housing system and achieving the kinds of housing system changes envisioned by the City’s policy direction will require significant adjustments in how the City regulates the use of land. In particular, several priority strategies in the HSP specifically recommend LUC changes and support the implementation of recommendations in the LUC Audit (2020): RFP 10021 LAND USE CODE UPDATES Page 9 of 50 • Strategy 14: Create additional development incentives for affordable housing • Strategy 16: Remove barriers to allowed densities through code revisions • Update zones within a 5-minute walk to transit to allow greater housing diversity and capacity. • Consider replacing maximum densities with improved form standards that guide better design. Related City Programs and Efforts: While City Plan, the Economic Health Strategic Plan and the Housing Strategic Plan offer a lot of policy direction for Land Use Code updates in Phase 2, there are several other relevant community plans and policies, including but not limited to the following: • Affordable Housing Redevelopment • City Plan (2019) • Housing Strategic Plan (2021) • Active Modes Plan (2022) • Council Priorities (2024-2026) • City Strategic Plan (2024) • Economic Health Strategic Plan(2023) • Our Climate Future Plan (2024) • Additional efforts underway. o Rooted In Community, Urban Forest Strategic Plan (2023-2024) o Electric Vehicle Readiness Roadmap RFP 10021 LAND USE CODE UPDATES Page 10 of 50 Additional Policy Plans: • Displacement Mitigation Strategy (2013) • Social Sustainability Strategic Plan (2016) • Natural Areas Master Plan (2014) • North College MAX BRT Final Plan Report (2023) • Transfort Optimization and Action Plan • Shift your Ride Plan State Legislation New state legislation passed this year will have an impact on LUC updates. City staff anticipate that while these topics are related to much of the anticipated content within the workstreams, compliance with state legislation will be worked through as a separate but parallel track. The most relevant bills to the Phase 2 effort include: • HB-1313 Housing in Transit-Oriented Communities: This bill will require the establishment of a Housing Opportunity Goal, potential rezonings, establishment of anti-displacement strategies, and reporting on an on-going basis. • HB-1152 Accessory Dwelling Units: This bill will require updating our Land Use Code to permit Accessory Dwelling Units (ADUs) wherever we allow single-family detached homes. Code language from previous iterations of the Land Use Code has already been drafted. Will need to confirm that previously written code language would comply with this bill. • HB-1304 Minimum Parking Requirements: This bill will require updates to the Land Use Code to remove minimum parking requirements for multi-family and certain mixed-use projects close to transit. City staff would like some assistance from the Professional in understanding how other jurisdictions are integrating these requirements within their land use codes. Because some of these issues are also anticipated to be controversial, City staff would like assistance in helping manage community expectations about compliance with these bills. See also Component 2. IV. PROJECT MANAGEMENT 5. Project Management Structure: As previously described, this RFP is for the second phase of a two-phase project to update the LUC. Reflecting on Phase 1 of the project, staff have already assembled a project management structure that is intended to balance management responsibilities and create intentional specialization for some areas of project responsibility. The Professional will interact primarily with the Co-PM’s but will likely collaborate closely with all staff in the project management structure shown below and referred to as the “core team”. In addition to the core team, the Professional will be expected to collaborate across multiple levels of the City organization and with advisory groups. RFP 10021 LAND USE CODE UPDATES Page 11 of 50 The selected Professional and City staff will discuss and determine the cadence, purpose, and required attendance of regular check-in calls throughout the project. City staff will be responsible for formulating membership of all groups depicted in the following graphics. The Co-PM’s will coordinate attendance of the Professional as needed within this organizational structure. RFP 10021 LAND USE CODE UPDATES Page 12 of 50 Equity Commitments As part of LUC Phase 2, staff are intending to integrate a set of equity commitments that will provide internal and external accountability to aligning the project process and outcomes to the goals of the City’s Equity and Inclusion Plan. These commitments will be used as a guidance system throughout the project for staff the Professional as well as an outline for internal reporting at each major juncture of the process. This equity focus also recognizes that achieving community goals and priorities will require more actors than local government alone. Key equity considerations for this code update include equity analysis of proposed LUC changes, identifying a diverse range of stakeholders, and inviting the community to meaningfully influence the proposed LUC changes. City staff intend to primarily lead Equity Commitments related to this project, but demonstrable understanding and incorporation of Equity Commitments by the Professional would be an important consideration during the selection process. V. SCOPE OF PROPOSAL The draft Scope of Work outlined below provides guidance for responding Professional teams by outlining the major project components the City has identified for this effort. That said, the City anticipates that this Scope of Work will be revised and finalized collaboratively after Professional’s selection. The City encourages innovative and thoughtful proposals that demonstrate understanding of the components outlined as well as other potential creative and forward-thinking ideas and tasks that may be beneficial to incorporate during the work plan finalization task. The City also encourages assemblage of a Professional team that brings certain unique skillsets or specializations that may aid in the successful completion of this project. While some in-person interaction may be required as part of these tasks, Professional teams from all geographies are encouraged to submit. This is a cooperative effort that will be led by the City’s Planning, Development, and Transportation (PDT) Service Area with substantial support from the City Manager’s Office (CMO) and the City Attorney’s Office (CAO). The selected Professional will confer/meet with the project team members on a regular basis to review progress, present deliverables and findings, and solicit direction. Component 1: Final Work Plan and Project Structure The selected Professional will meet with City staff to finalize the work plan together and integrate project team members to align workstreams and check in regularly. The goal of this component of the project is to set up the project infrastructure for effective collaboration and rapid iteration of deliverables. All deliverables will be reviewed by the LUC core team, any technical working group(s) created for this project, and the internal Advisory and Steering Committees outlined in the Project Management Structure. Review could also include presentation of the proposed approach to engaged community members and regular code users. While the Professional will likely facilitate internal review meetings, City Staff expect to take the lead on external engagement efforts with consultant support as needed. Meetings and presentations may be remote or in-person, with final determination dependent on project needs. Critical decision points for this component of the project include: RFP 10021 LAND USE CODE UPDATES Page 13 of 50 a. Determining additional diagnostics/analysis needed to inform the scope of proposed LUC changes in Phase 2. b. Confirming the community engagement and communication strategy. c. Scoping conversations to outline specific commercial corridor-related LUC changes to be considered. d. Assistance with sequencing and prioritization for code changes within the project parameters and schedule. e. Presentation of the proposed final scope of work with detailed tasks and objectives. f. Detailed schedule identifying key milestones and deliverables. g. Staffing plan outlining Professional and Staff roles from project initiation through adoption. h. Finalization and proposed schedule for the full project governance structure, including check-ins with LUC core team. Component 2: Communication Strategy and Engagement Effective and clear community engagement are likely to be the key drivers of success on this project. City staff are already working to assemble a robust engagement team that will focus on both strategy and implementation. Remaining nimble, adaptable, and employing creative ways to engage and inform the community are some of the key goals for this project. Task 2a: Facilitation and Coordination of Working Groups Primary responsibility: Professional with City Staff collaboration The City intends to engage a broad group of community members, City staff working groups, and other working groups assembled as part of this effort. The City anticipates leading and staffing any community events. Support from the Professional team is needed to assist with internal facilitation and coordination of working groups. City staff have initially envisioned that there would be a dedicated internal staff working group as well as an external working group comprised of community members with interest or experience in topics by workstream. Each workstream would have an associated working group or groups based on necessity. These working groups will assist on iterating potential code changes and are expected to be consulted during development of potential code changes. The Professional would lead in recommending potential composition of external working groups and assist with scheduling, organization, and facilitation of those teams. It is expected that City staff will assemble internal working group membership and aid the Professional in assembling the composition of external working groups using the City’s existing contacts and networks. The City is interested in innovative and equity-informed engagement techniques and welcomes Professional’s recommendations about the most effective ways to involve the community in this project. It is also important to the City that a bilingual communication strategy is employed so that dual-language communication is available. Task 2b: Consultation on Communication Strategy Primary responsibility: City Staff with Professional collaboration As described, City staff will have a dedicated team intended to focus on communication strategy for the project’s duration. The function of this team will be to ideate approaches to community engagement, monitor evolution of community sentiment, and most importantly adapt approach as needed. Since this project will occur in a relatively short time frame, RFP 10021 LAND USE CODE UPDATES Page 14 of 50 special care will be needed to ensure that the community is engaged and understands the impacts of potential code changes. As some of the potential code changes are likely to be controversial, the City is interested in the Professional’s experiences and recommendations for addressing community controversy and conflict around LUC changes. Phase 1 updates to the LUC became particularly challenging when City staff had to navigate other narratives surrounding impacts of proposed code changes. Similar narratives about topics from Phase 1 are likely to persist during Phase 2. Distinguishing what topics would or would not be addressed within the LUC and how to communicate those distinctions clearly will be critical messaging. Similarly, state legislation and recent house bills have a lot of overlap with the topics to be explored in Phase 2. It will be important to differentiate what changes to the LUC are mandated at the state level that Fort Collins must come into compliance with, and those changes to the LUC that community engagement can shape and influence. Professional teams with demonstrable expertise in policy communications strategy that could aid City staff with crafting messaging would be desirable. Task 2c: Change Management Primary responsibility: Professional with City Staff collaboration Once the new code is adopted it is important to the City that staff are trained in the new changes and clear messaging is in place for the community to understand the changes. A successful response to this RFP will outline training sessions with staff that engage with the code on a regular basis. It will also include the Professional working with City staff in updating content for City websites and creation of reference material for how to best navigate the development process for applicants and community members. Component 3: Commercial and Mixed-Use Corridor Code Updates While the City expects that the Professional will lead the code drafting process, a successful response to the RFP will clearly demonstrate a high level of comfort with a collaborative, iterative approach to code writing that acknowledges the role of City Staff (both Planning and City Attorney’s Office) in interpreting and using the code after its adoption. It is expected that the Professional will be willing to work with City staff on a collaborative file-sharing platform. City staff anticipate co-drafting and editing with the Professional. The City of Fort Collins currently uses Microsoft Teams and OneDrive but would work with the selected Professional to arrive at an agreed-upon method of file sharing. Willingness to attend Council Work Sessions and other key presentations of work in progress (presumed to be virtual meetings at the present time) are also an important element of this Task. It is of critical importance to the City that these LUC changes balance the community’s need for increased housing supply, expectations for compatible infill along commercial corridors, and sensitive urban design approaches. Because Fort Collins has a fixed Growth Management Area (GMA) and is approaching buildout, the City wishes to emphasize and encourage infill and transit-oriented development with this LUC update. In addition, the City is committed to leading this code update from an equity lens. Time for equity evaluation of proposed changes should be incorporated into the project scope, and Professionals should include recommendations for equity evaluation tools into their responses. After an iterative process of engagement and consensus building, the Professional will be expected to deliver a draft of the LUC that can be shared with the public and decision- makers, revised based on input received, and adopted by the decision makers. The RFP 10021 LAND USE CODE UPDATES Page 15 of 50 Professional should be aware that the recently updated LUC was effective May 17, 2024. As part of these Phase 1 code updates, the LUC was reorganized into seven articles. This reorganization will be the foundation of the anticipated updates in Phase 2. Component 3 of the project has been further outlined into several specific tasks below. Task 3a: Successful Urban Corridors Primary responsibility: Professional, with City Staff support Based on existing local conditions, best practice research and previous work done for the LUC Audit and by City Staff, prepare an updated analysis of the existing LUC. City staff are particularly interested in recommendations that would help the LUC better align with the City’s policy documents listed in the Background section of this RFP. Key elements of this analysis should include, but are not limited to: a. Establishing clear problem statements to inform approaches to code edits. b. Evaluation of alternatives c. Justification for proposed approach d. Identification of areas where regulations overlap or conflict with other parts of the LUC and recommendations to resolve these conflicts Task 3b: Modeling and Analysis Primary responsibility: Professional, with City Staff support Modeling and analysis will be critical inputs to the code drafting process. There are many types of analysis that could be appropriate for this project, and the City welcomes recommendations from the Professional about the most effective and informative analyses to conduct. Examples of expected modeling/analysis needs include economic feasibility and pro forma analysis, equity and impact analysis, modeling of form-based code components, and hypothetical or case study analysis of potential code changes compared to the existing built environment. The analysis should lead to a strategy that implements change that both leads to the desired outcomes adopted by the City and does not create new barriers to small businesses. The City’s goal is to make data-informed decisions about code changes, demonstrate the need for changes and their expected impact, and to evaluate the impact of these codes on housing supply, equity, and affordability over time. We are also interested in the Professional’s recommendations on how to leverage the skills and expertise of our external stakeholders to inform this task. Task 3c: Draft Code, Including Commercial Corridor Changes Primary responsibility: Professional, with City Staff support This sub-task will result in a draft of the LUC that incorporates City and community input, findings from the modeling and analysis sub-task, and priorities identified in City Plan, the Economic Health Strategic Plan, the Active Modes Plan, and the Housing Strategic Plan (HSP). Because the LUC will undergo significant changes, the City expects that the Professional will create a summary memorandum or similar to describe the changes being proposed in conjunction with the LUC draft. A minimum of two full draft iterations should be incorporated into the project timeline for this task, though many pieces of the code will likely require additional collaboration outside of the formal staff drafts. Focus groups and/or technical working group meetings will be important avenues for input and feedback at this point in the project, and the City anticipates providing support with this element of the task. Specific examples of expected commercial corridor changes and zone district consolidation needs are outlined below, though this is not an exhaustive list: RFP 10021 LAND USE CODE UPDATES Page 16 of 50 Commercial Corridor Changes: • Form-Based Design Standards for Commercial and Industrial Buildings • Review and calibrate permitted uses in zone districts: • Commercial • Industrial • Employment • Simplify development review process for: • Major/Minor/Micro amendments • Change of Use process • Create/recalibrate meaningful Affordable Housing incentives in mixed-use zones • Remove barriers to permitted densities • Review and adjust/remove density limitations • Calibrate code requirements to meet new state legislation Task 3d: Graphic Code Layout and Illustrative Diagrams Primary responsibility: Professional, with City Staff support In addition to Task 3c, the City is also seeking a Professional team that can assist in making the new draft LUC a highly graphical and easy to use document. Significant strides towards making the LUC more navigable with illustrative diagrams and a more user-friendly layout and organization were achieved in the LUC effective May 17th of this year. However, only the LUC articles related to Housing were fully updated to this new format. It is expected that the Professional will augment and update the remaining articles of the LUC in the same graphical style. The City will provide the selected Professional with original Adobe InDesign and Adobe Illustrator files so that the appearance of the LUC can be replicated. The ideal Professional team will also bring expertise in creating illustrative diagrams that can help communicate potential LUC changes to the community. This may include tasks such as illustrating existing versus potential/proposed updates to development standards, the public realm, and commercial, mixed-use, and industrial building forms. It is expected that some of the findings and products from Task 3b will be transferred to graphics consumable by the community. Graphical modeling expertise will be expected to produce diagrams that illustrate building standards such as in Article 3, Building Types, of the May 17th adopted LUC. The aforementioned graphics are expected to be utilized both within the graphical layout of the LUC, but also to aid in communicating changes to the community in an interim capacity before the graphical draft is available for public viewing. The City seeks a highly nimble Professional team that are willing to collaboratively work with City staff in preparing and adjusting a variety of illustrative diagrams. The City expects to rely on graphical imagery to accurately depict what built form could be expected from the updated LUC. Task 3e: Legal Review Primary responsibility: Professional (Outside legal counsel will be retained separately through the City Attorney’s Office) As a regulatory document, the LUC will be subject to intensive legal review concurrent with the rest of the sub-tasks in Component 3. The City Attorney’s Office (CAO) is a key partner in this project and will be integrated into all aspects of the scope. In addition, CAO will retain outside legal counsel to support specialized legal review of key issues related to proposed code changes. The Professional will be expected to collaborate closely with both CAO and the selected outside legal counsel. Successful responses to this RFP will address the Professional’s plan for coordinating legal review to keep the project timeline on track. RFP 10021 LAND USE CODE UPDATES Page 17 of 50 VI. ADDITIONAL INFORMATION A. ANTICIPATED SCHEDULE The following represents the City’s target schedule for the RFP. The City reserves the right to amend the target schedule at any time. • RFP issuance: July 3, 2024 • Question deadline: 3:00 PM MT on July 8, 2024 • Final Addendum Issued: July 15, 2024 (tentative) • Proposal due date: 3:00 PM MT on July 26,2024 • Interviews (tentative): Week of August 1,2024 • Award of Contract (tentative): Week of August 8,2024 • Kick-Off meeting: Week of August 19,2024 B. BUDGET The budget for this proposal should not exceed $345,000. A separate RFP for outside legal assistance to support this project is being led by the City Attorney’s Office. The successful Professional team will be expected to collaborate closely with outside legal counsel throughout the project timeline. Professionals are invited to submit proposals with the tasks prioritized to aid the City in working together with the selected Professional to identify and implement core tasks within the budget available for this project. As mentioned in an earlier section, Professionals are encouraged to assemble teams that bring a diversity of skillsets and expertise that would benefit this project. Professionals outside of the Northern Colorado Region and Front Range are encouraged to apply, while demonstrating the ability to collaborate remotely with City staff. Some in-person interaction is anticipated, so that consideration should be included when assembling a Professional team. While some travel expenses would be considered (See D. Travel & Expenses), the majority of the not-to-exceed budget should be used for staff time on project work. C. INTERVIEWS In addition to submitting a written proposal, the top-rated Service Providers/Professionals may be interviewed by the RFP assessment team and asked to participate in an oral presentation to provide an overview of the company, approach to the project and to address questions. The evaluation criteria for the oral interviews will be the same as the criteria for the written evaluations and is included in Section IV. Because of recent events involving COVID-19, the City may use non-traditional methods for the optional interview phase of the assessment process. The City will receive and score written proposals. However, instead of traditional in-person interviews for the optional interview session, the City may opt to use alternate methods including, but not limited to remote interviews through a platform such as Microsoft Teams or Zoom. D. TRAVEL & EXPENSES Subject to the terms of the applicable Work Order, reasonable expenses may be reimbursable per the current rates found at www.gsa.gov. Service Provider/Consultant will be required to provide original receipts to the City for all travel expenses. E. SUBCONTRACTORS/SUBCONSULTANTS RFP 10021 LAND USE CODE UPDATES Page 18 of 50 Service Provider/Professional will be responsible for identifying any subcontractors and/or subconsultants in their proposal. Please note that the City will contract solely with the awarded Service Provider/Professional; therefore, subcontractors and/or subconsultants will be the responsibility of the Service Provider/Professional. F. FINANCIAL QUALIFICATIONS (CONFIDENTIAL) Service Providers/Professionals selected as finalists may be required to submit a banking reference and the most recent financial statement (audited preferred) including balance sheet and income statement, as well as a statement of cash flows (the “Financial Information”). G. CURRENT STANDARDS All work and/or materials must meet current standards in force by recognized technical and professional societies, trade and materials supply associations, institutes and organizations, bureaus and testing laboratories, and national, federal, state, county, and local laws, codes and ordinances. H. FEES, LICENSES, PERMITS The successful Service Provider/Professional shall be responsible for obtaining any necessary licenses, fees or permits without additional expense to the City. All vehicles and equipment shall be properly licensed and insured, carry the appropriate permits and be placarded as required by law. I. LAWS AND REGULATIONS The Service Provider/Professional agrees to comply fully with all applicable local, State of Colorado and Federal laws and regulations and municipal ordinances to include American Disabilities Act (ADA). J. WORK ORDERS The awarded Service Provider/Professional(s) will be required to sign the City’s Work Order Type Agreement, a sample of which is attached as Section VI for reference purposes. In the event that the City has agreements with multiple Service Providers/Professionals for the Work, the City reserves the right to request proposals for individual Work Order assignments from the awarded Service Providers/Professionals or assign Work Orders directly to a Service Provider/Professional at its sole discretion. Selection for individual Work Orders may be based on, but not limited to, availability, approach, prior experience, firm capability, and cost. Individual Work assignments will be requested and agreed to utilizing the City’s Work Order (included in the Agreement). Each Work Order must include a start and completion date, total cost and a Scope of Work. Subsequent supporting documentation pages may include a project schedule, deliverables, hours, cost detail supporting total cost, and personnel details. Fees outlined in the Work Order will conform with those stated in the Agreement. No Work Order over $7,500 will be considered valid until signed, at a minimum, by the Service Provider/Professional, project manager and Purchasing Department representative. Depending on the cost and nature of the Work, additional signature authorization may be required. Any changes to the dates, cost or scope of any Work Order must be agreed upon in writing utilizing the City’s Change Order (included in the Agreement) and will not be considered valid until signed, at a minimum, by the Service Provider/Professional, project manager and Purchasing Department representative. K. INVOICING AND PAYMENT RFP 10021 LAND USE CODE UPDATES Page 19 of 50 Invoices should be emailed monthly to invoices@fcgov.com with a copy to the Project Manager. The cost of the work completed shall be paid to the Service Provider/Professional each month following the submittal of a correct invoice by the Service Provider/Professional indicating the project name, Purchase Order number, task description, hours worked, personnel/work type category, hourly rate for each employee/work type category, date of the work performed specific to the task, percentage of that work that has been completed by task, 3rd party supporting documentation with the same detail and a brief progress report. Payments will be made using the prices stated in the Work Order and Agreement. In the event a service is requested which is not stated in the Work Order and/or Agreement, the Service Provider/Professional and the City will negotiate an appropriate unit price for the service prior to the Service Provider/Professional initiating such work. The City pays invoices on Net 30 terms. VII. PROPOSAL SUBMITTAL Please limit the total length of your proposal to a maximum of fifty (50) 8 ½ x 11” pages (excluding cover pages, table of contents, dividers and Acknowlegement form). Font shall be a minimum of 10 Arial and margins are limited to no less than .5” for sides and top/bottom. Extended page sizes, such as 11” x 17”, count as a single page and may be used for detailed pricing. Links to other files or websites shall not be permitted. Proposals that do not conform to these requirements may be rejected. Service Providers/Professionals are required to provide detailed written responses to the following items in the order outlined below. The responses shall be considered technical offers of what Service Providers/Professionals propose to provide and shall be incorporated in the contract award as deemed appropriate by the City. A proposal that does not include all the information required may be deemed non-responsive and subject to rejection. Responses must include all the items in the order listed below. It is suggested that the Service Providers/Professionals include each of the City’s questions with their response. The City of Fort Collins shall not reimburse any firm for costs incurred in the preparation and presentation of their proposal. A. Cover Letter / Executive Summary The Executive Summary should highlight the content of the proposal and features of the program offered, including a general description of the program and any unique aspects or benefits provided by your firm. Indicate your availability to participate in the interviews/demonstrations on the proposed dates as stated in the Schedule section. B. Professional Information 1. Describe the Service Provider/Professional’s business and background 2. Number of years in the business 3. Details about ownership 4. An overview of services offered and qualifications 5. Size of the firm 6. Location(s) of offices. If multiple, please identify which will be the primary for our account. 7. Primary contact information for the company including contact name(s) and title(s), mailing address(s), phone number(s), and email address(s). RFP 10021 LAND USE CODE UPDATES Page 20 of 50 C. Scope of Proposal 1. Provide a detailed narrative of the services proposed if awarded the contract per the information above. The narrative should include any options that may be beneficial for the City to consider. 2. Describe how the project would be managed and who would have primary responsibility for its timely and professional completion. Include a description regarding how the evaluation framework will be developed, including how the associated analysis will be performed for the various identified areas identified, the methods and assumptions used, and the limitations of the analysis/approach. 3. Identify what portion of work, if any, may be subcontracted. 4. It is expected that this project will be a highly collaborative effort. City Staff will be working closely with the awarded Professional on all aspects of the planning process and in some cases leading elements of the study. Within your response, please include how you would work with City staff to conduct the scope of work in an effort to save costs wherever possible. D. Firm Capability and Assigned Personnel Provide relevant information regarding previous experience related to this or similar Projects, to include the following: 1. Provide an Organization Chart/Proposed Project Team: An organization chart containing the names of all key personnel and subconsultants with titles and their specific task assignment for this Agreement shall be provided in this section. 2. A list of qualifications for your firm and qualifications and experience of the specific staff members proposed to perform the consulting services described above. 3. Provide a minimum of three similar projects with public agencies in the last 5 years that have involved the staff proposed to work on this project. Include the owner’s name, title of project, beginning price, ending price, contact name, email and phone number, subconsultants on the team and a brief description of the work, including how this work applied an equity lens or was centered in equity, and any change orders. The Professional authorizes City to verify any and all information contained in the Professional’s submittal from references contained herein and hereby releases all those concerned providing information as a reference from any liability in connection with any information they give. 4. If applicable, provide examples of at least two projects where you’ve worked with your subconsultants. List the subconsultant firm(s) for this Agreement, their area(s) of expertise, and include all other applicable information herein requested for each sub- consultant. Identify what portion of work, if any, may be subcontracted. 5. References (current contact name, current telephone number and email address) from at least three similar projects with similar requirements that have been completed within the past five (5) years and that have involved the staff proposed to work on this project. Provide a description of the work performed. The Professional authorizes City to verify any and all information contained in the Professional’s submittal from references contained herein and hereby releases all those concerned providing information as a reference from any liability in connection with any information they give. E. Assigned Personnel 1. List of Project Personnel: This list should include the identification of the contact person with primary responsibility for this Agreement, the personnel proposed for this Agreement, and any supervisory personnel, including partners and/or sub consultants, and their individual areas of responsibility. RFP 10021 LAND USE CODE UPDATES Page 21 of 50 2. A resume for each professional and technical person assigned to the Agreement, including partners and/or subconsultants, shall be submitted. The résumés shall include at least three individual references from previous assignments. Please limit resumes to one page including experience in housing, development of evaluation frameworks, and experience in applying an equity lens. 3. Some functions of this project may require the use of subconsultants. If you intend to utilize subconsultants you must list each and provide resumes for their key personnel. 4. Describe the availability of project personnel to participate in this project in the context of the Professional’s other commitments. 5. Provide a list of similar projects completed in the last five (5) years by the key members of the proposed team. F. Availability 1. Are other qualified personnel available to assist in meeting the project schedule if required? 2. Is the project team available to attend meetings as required by the Scope of Work? 3. Provide a project schedule showing key milestones, and deliverable dates. 4. Can the work be completed in the necessary timeframe, with target start and completion dates met? 5. Describe the methods and timeline of communication your firm will use with the City’s Project Manager and other parties. G. Sustainability/TBL Methodology In concise terms (no more than two pages), please describe your organization’s commitment to sustainability and supporting values. Each element of the TBL sustainability criteria will receive equal consideration in determining the final Sustainability/TBL score. 6. Address how your firm strives to incorporate all three aspects (social, environmental, and economic) of Triple Bottom Line (TBL) sustainable practices into the workplace. Provide examples along with any metrics used to measure success within your firm. 7. Also provide examples of how your firm has incorporated all three aspects of TBL sustainable practices in previous similar projects on which you firm has been the prime Professional. Some examples are provided below: a. Environmental – Experience delivering projects / programs focused on environmental health priorities in the areas of climate resiliency, water quality and watershed protection, regulatory performance, management systems, air quality, renewable energy, sustainable building and design, construction materials management, and solid waste reduction. b. Economic – Experience working and delivering projects with an emphasis on strategic financial planning, job creation, business development, asset management, various project delivery methods, value engineering, regional partnerships, transparency, stakeholder engagement, strategic investments, aging infrastructure, repurposing of existing facilities, and competing financial priorities. c. Social - Experience working and delivering projects, programs, and/or initiatives that support Equity, Diversity, and Inclusion throughout your firm’s workplace, including RFP 10021 LAND USE CODE UPDATES Page 22 of 50 leadership, and supply chain. Examples of this may be demonstration of working within cultural and language gaps, development of diversity programs, diverse project teams, equitable opportunity Professional supply chain, and how your firm has applied an equity lens to processes such as recruitment, hiring, purchasing, career pathways, salaries, and staff engagement. H. Cost and Work Hours In your response to this proposal, please provide the following: 1. Estimated Hours by Task: Provide estimated hours for each proposed task by job title and employee name, including the time required for meetings, conference calls, etc. 2. Cost by Task: Provide the cost of each task identified in the Scope of Proposal section. Provide a total not to exceed figure for the Scope of Proposal. Price all additional services/deliverables separately. 3. Schedule of Rates: Provide a schedule of billing rates by category of employee and job title to be used during the term of the Agreement. This fee schedule will be firm for at least one (1) year from the date of the Agreement. The fee schedule will be used as a basis for determining fees should additional services be necessary. Include a per meeting rate in the event additional meetings are needed. A fee schedule for subconsultants, if used, shall be included. 4. All direct costs (i.e., travel, printing, postage, etc.) specifically attributed to the project and not included in the billing rates must be identified. Reasonable expenses will be reimbursable per the current rates found at www.gsa.gov. Professional will be required to provide original receipts to the City for all travel expenses. I. Sample Agreement Included with this request for proposals is a sample Agreement that the City intends to use for obtaining the services of the Professional. The Professional is required to review the Agreement and indicate any objections to the terms of the contract. If revisions to the contractual terms are requested, provide suggested revisions. J. Acknowledgement The Acknowledgement form is attached as Section IX. Complete the attached form indicating the Professional hereby acknowledges receipt of the City of Fort Collins Request for Proposal and acknowledges that the Professional has read and agrees to be fully bound by all the terms, conditions and other provisions set forth in the RFP. RFP 10021 LAND USE CODE UPDATES Page 23 of 50 VIII. REVIEW AND ASSESSMENT CRITERIA A. Proposal and Interview Criteria. These criteria will be the basis for review and assessment of the written proposals and optional interview session. At the discretion of the City, interviews of the top-rated Professionals may be conducted. The rating scale shall be from 1 to 10, a rating of 1 doesn’t meet minimum requirements, a rating of 5 means the category fulfills the minimum requirements, and 10 exceeds minimum requirements in that category. WEIGHTING FACTOR QUALIFICATION STANDARD 2.0 Scope of Proposal Does the proposal address all elements of the RFP? Does the proposal show an understanding of the project objectives, methodology to be used and results/outcomes required by the project? Are there any exceptions to the specifications, Scope of Work, or agreement? Does the proposal provide examples of innovative engagement techniques? 2.0 Firm Capability Does the firm have the resources, capacity and support capabilities required to successfully complete the project on-time and in-budget? Has the firm successfully completed previous projects of this type and scope? 2.0 Assigned Personnel Do the persons who will be working on the project have the necessary skills and qualifications? Are sufficient people of the requisite skills and qualifications assigned to the project? 1.0 Availability Can the work be completed in the necessary time? Can the target start and completion dates be met? Are other qualified personnel available to assist in meeting the project schedule if required? Is the project team available to attend meetings as required by the Scope of Work? RFP 10021 LAND USE CODE UPDATES Page 24 of 50 1.0 Sustainability/TBL Methodology Does the firm demonstrate a commitment to Sustainability and incorporate Triple Bottom Line methodology in both their Scope of Work for the project, and their day-to-day business operating processes and procedures? Does the firm demonstrate a commitment to all three aspects (social, environmental, and economic) of the Triple Bottom Line (TBL) methodology of sustainability for this project and in their company value system as evidenced by their day-to-day business operating processes, practices and procedures? 2.0 Cost & Work Hours Does the proposal include detailed cost break- down for each cost element as applicable and are the line-item costs competitive? Do the proposed cost and work hours compare favorably with the Project Manager's estimate? Are the work hours presented reasonable for the effort required by each project task or phase? B. REFERENCE EVALUATION CRITERIA Prior to award, the Project Manager will check references using the following criteria. Negative responses from references may impact the award determination. CRITERIA STANDARD QUESTIONS Overall Performance Would you hire this Professional again? Did they show the skills required by this project? Timetable Was the original Scope of Work completed within the specified time? Were interim deadlines met in a timely manner? Completeness Was the Professional responsive to client needs; did the Professional anticipate problems? Were problems solved quickly and effectively? Budget Was the original Scope of Work completed within the project budget? Job Knowledge If a study, did it meet the Scope of Work? Were problems corrected quickly and effectively? RFP 10021 LAND USE CODE UPDATES Page 25 of 50 IX. ACKNOWLEDGEMENT Service Provider/Professional hereby acknowledges receipt of the City of Fort Collins Request for Proposal and acknowledges that it has read and agrees to be fully bound by all of the terms, conditions and other provisions set forth in the RFP 10021 LAND USE CODE UPDATES and sample Agreement except as otherwise noted. Additionally, Service Provider/Professional hereby makes the following representations to City: a. All of the statements and representations made in this proposal are true to the best of the Service Provider/Professional’s knowledge and belief. b. Service Provider/Professional commits that it is able to meet the terms provided in this proposal. c. This proposal is a firm and binding offer, for a period of 90 days from the date hereof. d. Service Provider/Professional further agrees that the method of award is acceptable. e. Service Provider/Professional also agrees to complete the proposed Agreement with the City of Fort Collins within 10 days of notice of award. If contract is not completed and signed within 10 days, City reserves the right to cancel and award to the next highest rated firm. f. Service Provider/Professional acknowledges receipt of addenda. g. Service Provider/Professional acknowledges no conflict of interest. h. Service Provider/Professional acknowledges that the City is a governmental entity subject to the Colorado Open Records Act, C.R.S. §§ 24-72-200.1 et seq. (“CORA”). Any proposals submitted hereunder are subject to public disclosure by the City pursuant to CORA and City ordinances. Professionals may submit one (1) additional complete proposal clearly marked “FOR PUBLIC VIEWING.” In this version of the proposal, Professionals may redact text and/or data that it deems confidential or proprietary pursuant to CORA. All pricing will be considered public records subject to disclosure under CORA and as such pricing cannot be redacted from the “FOR PUBLIC VIEWING” version of the proposal. Failure to provide a public viewing copy will be considered a waiver of any claim of confidentiality under CORA without regard to how the applicant’s proposal or certain pages of the proposal are marked confidential, proprietary, or similar. Such statement does not necessarily exempt such documentation from public disclosure if required by CORA, by order of a court of appropriate jurisdiction, or other applicable law. Generally, under CORA, trade secrets, confidential commercial information and financial data information may not be disclosed by the City. Proposals may not be marked “Confidential” or ‘Proprietary’ in their entirety. By responding to this RFP, Professionals hereby waives any and all claims for damages against the City for the City’s good faith compliance with CORA. All provisions and pricing of any contract resulting from this request for proposal will be public information. Legal Firm Name: Physical Address: Remit to Address: Phone: RFP 10021 LAND USE CODE UPDATES Page 26 of 50 Name of Authorized Agent of Firm: Signature of Authorized Agent: Primary Contact for Project: Title: Email Address: Phone: Cell Phone: NOTE: ACKNOWLEDGMENT IS TO BE SIGNED & RETURNED WITH YOUR PROPOSAL. Official Purchasing Document Last updated 5/2024 Master Professional Services Agreement – Work Order Type RFP/BID [# and Title] Page 27 of 50 X. SAMPLE AGREEMENT (FOR REFERENCE ONLY – DO NOT SIGN) MASTER PROFESSIONAL SERVICES AGREEMENT WORK ORDER TYPE THIS MASTER PROFESSIONAL SERVICES AGREEMENT (AGREEMENT) made and entered into the day and year set forth in the Agreement Period section below, by and between the CITY OF FORT COLLINS, COLORADO, a Colorado Municipal Corporation (CITY) and , a(n) [enter state] [business type] (PROFESSIONAL). WITNESSETH: In consideration of the mutual covenants and obligations herein expressed, it is agreed by and between the parties hereto as follows: 1. Scope of Service. The PROFESSIONAL agrees to provide Services in accordance with any project Work Orders for , issued by the CITY. Such Work Orders will be incorporated into this Agreement. A blank sample of a Work Order is attached hereto as Exhibit A, consisting of [# of Pages] and incorporated herein. A general Scope of Services is attached hereto as Exhibit B, consisting of [# of Pages] and incorporated herein. The CITY reserves the right to independently solicit any project rather than issuing a Work Order to the PROFESSIONAL for the same pursuant to this AGREEMENT. Irrespective of references to certain named third parties within this AGREEMENT or any Work Order, the PROFESSIONAL shall be solely responsible for performance of all duties hereunder. The term Service as used in this AGREEMENT shall include the Services and deliverables contained in any Work Order issued by the CITY. The CITY may, at any time during the term of a particular Work Order and without invalidating the Work Order, make changes to the scope of the particular Service. Changes shall be agreed upon in writing by the parties by Change Order, a sample of which is attached hereto as Exhibit C, consisting of [# of Pages] and incorporated herein. 2. Work Order Schedule. The Services to be performed pursuant to this AGREEMENT shall be performed as specified on each Work Order. Time is of the essence. Any change in schedule must be agreed upon in writing by the parties hereto via a Change Order. 3. Changes. The CITY may, at any time during the term of the AGREEMENT, make changes to the AGREEMENT. Such changes shall be agreed upon in writing by the parties. 4. Agreement Period. This AGREEMENT shall commence , 20 (the Effective Date) and shall continue in full force and effect until , 20 , unless sooner terminated as herein provided. In addition, at the option of the CITY, the AGREEMENT may be extended for additional one (1) year periods not to exceed [choose one] additional one- year periods. Renewals and pricing changes shall be negotiated by and agreed to by both parties only at the time of renewal. [Any price changes shall not exceed percent Official Purchasing Document Last updated 5/2024 Master Professional Services Agreement – Work Order Type RFP/BID [# and Title] Page 28 of 50 ( %) per annual renewal]. Written notice of renewal shall be provided to the PROFESSIONAL no later than thirty (30) days before AGREEMENT end. Should written notice of renewal be delayed, the parties agree that this AGREEMENT may automatically extend on a month-to-month basis until a renewal is completed. Upon expiration of the final renewal term, the AGREEMENT may continue but not to exceed one (1) year if required to complete any active Work Orders in accordance with Section 8-186 of City Code. 5. Early Termination by CITY. Notwithstanding the time periods contained herein, the CITY may terminate this AGREEMENT at any time without cause or penalty by providing at least ten (10) calendar days written notice of termination to the PROFESSIONAL. In the event of early termination by the CITY, the PROFESSIONAL shall be paid for Services rendered up to the date of termination, subject to the satisfactory performance of the PROFESSIONAL's obligations under this AGREEMENT. PROFESSIONAL shall submit a final invoice within ten (10) calendar days of the effective date of termination. Payment shall be the PROFESSIONAL's sole right and remedy for termination. 6. Notices. All notices provided under this AGREEMENT shall be effective immediately when emailed or three (3) business days from the date of the notice when mailed to the following addresses: PROFESSIONAL: CITY: Copy to: Attn: Email Address City of Fort Collins Attn: PO Box 580 Fort Collins, CO 80522 Email Address City of Fort Collins Attn: Purchasing Dept. PO Box 580 Fort Collins, CO 80522 purchasing@fcgov.com All notices under this AGREEMENT shall be written. 7. Compensation. In consideration of the Services to be performed pursuant to this AGREEMENT, the CITY agrees to pay the PROFESSIONAL [choose one] as designated in Exhibit D, consisting of [# of Pages], attached and incorporated herein. At the election of the CITY, each Work Order may contain a maximum fee, which shall be negotiated by the parties hereto for each Work Order. Partial payments based upon the PROFESSIONAL’s billings and itemized statements are permissible as defined in the applicable Work Order. The amounts of any partial payments shall be based upon the PROFESSIONAL’s City- verified progress in completing the Service(s) to be performed pursuant to the Work Order and upon approval of the PROFESSIONAL’s direct reimbursable expenses. Payment shall be made following acceptance of the Services by the CITY. Itemized invoices shall be emailed to invoices@fcgov.com with a copy to the Project Manager. The cost of the Services completed shall be paid to the PROFESSIONAL following the submittal of a correct itemized invoice by the PROFESSIONAL. The CITY is exempt from sales and use tax. The CITY’s Certificate of Exemption license number is 09804502. A copy of the license is available upon written request. Official Purchasing Document Last updated 5/2024 Master Professional Services Agreement – Work Order Type RFP/BID [# and Title] Page 29 of 50 The CITY pays undisputed invoices on Net 30 days from the date of the invoice submittal to the CITY or, for disputed invoices, Net 30 days from the date of CITY Project Manager’s approval. 8. Design and Service Standards. The PROFESSIONAL warrants and shall be responsible for the professional quality, technical accuracy, accessibility requirements under ADA and Public Accommodations and Technology Accessibility sections below, timely completion and the coordination of all Services rendered by the PROFESSIONAL, and the Project Instruments as defined in the Project Instruments and License section below. The PROFESSIONAL shall, without additional compensation, promptly remedy and correct any errors, omissions, or other deficiencies from such standards. 9. Indemnification. The PROFESSIONAL shall indemnify, defend, and hold harmless the CITY and its officers and employees, to the maximum extent permitted under Colorado law, against and from any and all actions, suits, claims, demands, or liability of any character whatsoever claimed by the PROFESSIONAL or third parties against the CITY arising out of or related to this AGREEMENT (not limited to contract, tort, intellectual property, accessibility, or otherwise). This obligation extends to reimbursement of the CITY's costs and reasonable attorney’s fees. 10. Insurance. The PROFESSIONAL shall maintain insurance in accordance with Exhibit [choose one], consisting of [# of Pages], attached hereto and incorporated herein. 11. Appropriation. To the extent this AGREEMENT, or any provision in it, requires payment of any nature in fiscal years subsequent to the current fiscal year and constitutes a multiple fiscal year debt or financial obligation of the CITY, it shall be subject to annual appropriation by the Fort Collins City Council as required in Article V, Section 8(b) of the City Charter, City Code Section 8-186, and Article X, Section 20 of the Colorado Constitution. The CITY shall have no obligation to continue this AGREEMENT in any fiscal year for which there are no pledged cash reserves or supporting appropriations pledged irrevocably for purposes of payment obligations herein. Non-appropriation by the CITY shall not be construed as a breach of this AGREEMENT. 12. Project Instruments and License. a. Upon execution of this AGREEMENT, the PROFESSIONAL grants to the CITY an irrevocable, unlimited and royalty free license to use any and all sketches, drawings, as- builts, specifications, designs, blueprints, data files, calculations, studies, analysis, renderings, models, plans, reports, and other Work Order deliverables (Project Instruments), in any form whatsoever and in any medium expressed, for purposes of constructing, using, maintaining, altering and adding to the project, provided that the CITY substantially performs its obligations under the AGREEMENT. The license granted hereunder permits the CITY and third parties reasonably authorized by the CITY to reproduce applicable portions of the Project Instruments for use in performing the Services or construction for the project. In addition, the license granted hereunder shall permit the CITY and third parties reasonably authorized by the CITY to reproduce and Official Purchasing Document Last updated 5/2024 Master Professional Services Agreement – Work Order Type RFP/BID [# and Title] Page 30 of 50 utilize the Project Instruments for similar projects, provided however, in such event the PROFESSIONAL shall not be held responsible for the design to the extent the CITY deviates from the Project Instruments. This license shall survive termination of the AGREEMENT by default or otherwise. b. Upon payment under each applicable Work Order, Project Instruments rendered by the PROFESSIONAL shall become the CITY’s property. The PROFESSIONAL shall provide the CITY with the Project Instruments in electronic format in a mutually agreed upon file type. 13. CITY Project Manager. The CITY’s Project Manager will be shown on the specific Work Order and shall make, within the scope of the Project Manager’s authority, all necessary and proper decisions with reference to the Services requested under the applicable Work Order. All requests for contract interpretation, change order and other clarification or instruction shall be directed to the CITY Project Manager. The initial CITY Project Manager for this AGREEMENT is [Enter Name] and can be reached at [Enter Email] or [Enter Phone]. The CITY Project Manager is subject to change by the CITY. 14. Project Status Report. Project status reports may be required by Work Order and shall be submitted to the CITY Project Manager. Failure to provide any required status report may result in the suspension of the processing of any invoice. 15. Independent Contractor. The Services to be performed by the PROFESSIONAL are those of an independent contractor and not of an employee of the CITY. The CITY shall not be responsible for withholding any portion of the PROFESSIONAL's compensation hereunder for the payment of FICA, Workers' Compensation, unemployment insurance, other taxes or benefits or for any other purpose. 16. Personal Services. It is understood that the CITY enters into this AGREEMENT based on the special abilities of the PROFESSIONAL and that this AGREEMENT shall be considered as an AGREEMENT for personal services. Accordingly, the PROFESSIONAL shall neither assign any responsibilities nor delegate any duties arising under this AGREEMENT without the prior written consent of the CITY. 17. Subcontractors/Subconsultants. The PROFESSIONAL may not subcontract any of the Service(s) set forth in any Work Order without the prior written consent of the CITY, which shall not be unreasonably withheld. If any of the Services is subcontracted hereunder, with the consent of the CITY, then the following provisions shall apply: a. the subcontractor/subconsultant must be a reputable, qualified firm with an established record of successful performance in its respective trade performing identical or substantially similar Services; b. the subcontractor/subconsultant will be required to comply with all applicable terms of this AGREEMENT; Official Purchasing Document Last updated 5/2024 Master Professional Services Agreement – Work Order Type RFP/BID [# and Title] Page 31 of 50 c. the subcontract will not create any contractual relationship between any subcontractor/subconsultant and the CITY, nor will it obligate the CITY to pay or see to the payment of any subcontractor/subconsultant; and d. the Services of the subcontractor/subconsultant will be subject to inspection by the CITY to the same extent as the Service(s) of the PROFESSIONAL. The PROFESSIONAL shall require all subcontractor/subconsultants performing Service(s) hereunder to maintain insurance coverage naming the CITY as an additional insured under this AGREEMENT in accordance with Exhibit [choose one]. The PROFESSIONAL shall maintain a copy of each subcontractor’s/subconsultant’s certificate evidencing the required insurance. Upon request, the PROFESSIONAL shall promptly provide the CITY with a copy of the certificate(s) within two (2) business days. The PROFESSIONAL shall be responsible for any liability directly or indirectly arising out of the Services performed under this AGREEMENT by a subcontractor/subconsultant, which liability is not covered by the subcontractor/subconsultant's insurance. 18. Acceptance Not Waiver. The CITY's approval of Project Instruments furnished hereunder shall not in any way relieve the PROFESSIONAL of responsibility for the quality or technical accuracy of the Services. The CITY's approval or acceptance of, or payment for, any of the Services shall not be construed to operate as a waiver of any rights or benefits provided to the CITY under this AGREEMENT. 19. Default. Each and every term and condition hereof shall be deemed to be a material element of this AGREEMENT. In the event either party should fail to or refuse to perform according to the terms of this AGREEMENT, that party may be declared in default upon notice. 20. Remedies. In the event a party has been declared in default, that defaulting party shall be allowed a period of ten (10) calendar days from the date of notice within which to cure said default. In the event the default remains uncorrected, the party declaring default may elect to: a. terminate the AGREEMENT and seek damages; b. treat the AGREEMENT as continuing and require specific performance; or c. avail themselves of any other remedy at law or equity. In the event of a dispute between the parties regarding this AGREEMENT, each party shall bear its own attorney fees and costs, except as provided for in the Indemnification and Technology Accessibility sections. 21. Entire Agreement; Binding Effect; Authority to Execute. This AGREEMENT, along with all Exhibits, Work Orders and other documents incorporated herein, shall constitute the entire AGREEMENT of the parties regarding this transaction and the matter recited herein. This AGREEMENT shall supersede any prior agreements, promises, or understandings as to the matter recited herein. The AGREEMENT shall be binding upon the parties, their officers, employees, agents and assigns and shall inure to the benefit of the respective survivors, Official Purchasing Document Last updated 5/2024 Master Professional Services Agreement – Work Order Type RFP/BID [# and Title] Page 32 of 50 heirs, personal representatives, successors and assigns of said parties. Covenants or representations not contained in this AGREEMENT shall not be binding on the parties. In the event of a conflict between the terms of the AGREEMENT and any exhibit or attachment, the terms of the AGREEMENT shall prevail. Each person executing this AGREEMENT affirms that they have the necessary authority to sign on behalf of their respective party and to bind such party to the terms of this AGREEMENT. 22. Law/Severability. The laws of the State of Colorado and the City of Fort Collins Charter and Municipal Code shall govern the construction, interpretation, execution and enforcement of this AGREEMENT—without regard to choice of law or conflict of law principles. The Parties further agree that Larimer County District Court is the proper venue for all disputes. If the CITY subsequently agrees in writing that the matter may be heard in federal court, venue will be in U.S. District Court for the District of Colorado. In the event any provision of this AGREEMENT shall be held invalid or unenforceable by any court of competent jurisdiction, that holding shall not invalidate or render unenforceable any other provision of this AGREEMENT. 23. Use by Other Agencies. The CITY reserves the right to allow other state and local governmental agencies, political subdivisions, and/or school districts (collectively Agency) to use the CITY’s award determination to the PROFESSIONAL. Use by any other entity shall not have a negative impact on the CITY in the current term or in any future terms. Nothing herein shall be deemed to authorize or empower the Agency to act as an agent for the CITY in connection with the exercise of any rights hereunder, and neither party shall have any right or authority to assume or create any obligation or responsibility on behalf of the other. The other Agency shall be solely responsible for any debts, liabilities, damages, claims or expenses incurred in connection with any agreement established solely between the Agency and the PROFESSIONAL. The CITY’s concurrence hereunder is subject to the PROFESSIONAL’s commitment that this authorization shall not have a negative impact on the Services to be completed for the CITY. 24. Prohibition Against Unlawful Discrimination. The PROFESSIONAL acknowledges that the CITY, in accordance with the provisions of Title VI of the Civil Rights Act of 1964 (78 Stat. 252, 42 US.C. § 2000d to 2000d-4) , C.R.S. § 24-34-401, and any associated State or Federal laws and regulations, strictly prohibits unlawful discrimination based on an individual’s gender (regardless of gender identity or gender expression), race, color, religion, creed, national origin, ancestry, age forty (40) years or older, marital status, disability, sexual orientation, genetic information, or other characteristics protected by law. Pursuant to CITY policy, sexual orientation means a person’s actual or perceived orientation toward heterosexuality, homosexuality, and bisexuality. The CITY also strictly prohibits unlawful harassment in the workplace, including sexual harassment. Further, the CITY strictly prohibits unlawful retaliation against a person who engages in protected activity. Protected activity includes an employee complaining that the employee has been discriminated against in violation of the above policy or participating in an employment discrimination proceeding. Official Purchasing Document Last updated 5/2024 Master Professional Services Agreement – Work Order Type RFP/BID [# and Title] Page 33 of 50 The PROFESSIONAL shall comply with the CITY’s policy for equal employment opportunity and to prohibit unlawful discrimination, harassment and retaliation. This requirement applies to all third-party subcontractors/subconsultants at every tier. 25. ADA and Public Accommodations. In performing the Service(s) required hereunder, the PROFESSIONAL agrees to meet all the requirements of the Americans with Disabilities Act of 1990, C.R.S. § 24-85-101, and all applicable rules and regulations (ADA), and all applicable Colorado public accommodation laws, which are imposed directly on the PROFESSIONAL or which would be imposed on the CITY as a public entity. 26. Technology Accessibility. The PROFESSIONAL represents that the Project Instruments hereunder, shall fully comply with all applicable provisions of C.R.S. § 24-85-101, and the Accessibility Standards for Individuals with a Disability, as established by the State of Colorado Governor’s Office of Information Technology (OIT) pursuant to C.R.S. § 24-85-103 (2.5), including all updates and amendments to those standards as provided by the OIT. The PROFESSIONAL shall also comply with all State of Colorado technology standards related to technology accessibility and with Level AA of the most current version of the Web Content Accessibility Guidelines (WCAG), incorporated in the State of Colorado technology standards. To confirm that the Project Instruments meet these standards, the PROFESSIONAL may be required to demonstrate compliance.  The PROFESSIONAL shall indemnify, save, and hold harmless the CITY against any and all costs, expenses, claims, damages, liability, court awards and other amounts (including attorneys’ fees and related costs) incurred by the CITY in relation to the PROFESSIONAL’s failure to comply with C.R.S. § 24-85-101, or the Accessibility Standards for Individuals with a Disability as established by OIT pursuant to C.R.S. § 24-85-103 (2.5). The CITY may require the PROFESSIONAL’s compliance to the State’s Accessibility Standards to be determined by a third party selected by the CITY to attest to the Project Instruments and software compliance with C.R.S. § 24-85-101, and the Accessibility Standards for Individuals with a Disability as established by OIT pursuant to C.R.S. § 24-85-103 (2.5). 27. Data Privacy. PROFESSIONAL will comply with all applicable data privacy regulations and laws, specifically including Colorado’s Privacy Act C.R.S. § 6-1-1301 et. seq. (the Privacy Act). PROFESSIONAL shall ensure that each person processing any personal data connected to the Services is subject to a duty of confidentiality with respect to the data. If applicable, PROFESSIONAL shall require that any subcontractors meet the obligations of PROFESSIONAL with respect to any personal data connected to this AGREEMENT and corresponding Work Orders. The Parties agree that upon termination of the Services that PROFESSIONAL shall, at the CITY’s choice, delete or return all personal data to the CITY unless retention of the personal data is required by law. PROFESSIONAL shall make available to the CITY all information necessary to demonstrate compliance with the obligations of the Privacy Act. PROFESSIONAL shall allow for, and contribute to, reasonable audits and inspections by the CITY or the CITY’s designated auditor. Official Purchasing Document Last updated 5/2024 Master Professional Services Agreement – Work Order Type RFP/BID [# and Title] Page 34 of 50 28. Governmental Immunity Act. No term or condition of this AGREEMENT shall be construed or interpreted as a waiver, express or implied, of any of the notices, requirements, immunities, rights, benefits, protections, limitations of liability, and other provisions of the Colorado Governmental Immunity Act, C.R.S. § 24-10-101 and under any other applicable law. 29. Colorado Open Records Act. The PROFESSIONAL acknowledges the CITY is a governmental entity subject to the Colorado Open Records Act, C.R.S. § 24-72-200 (CORA), and documents in the CITY’s possession may be considered public records subject to disclosure under CORA. The PROFESSIONAL hereby waives any claim for damages against the CITY for the CITY’s efforts to comply with CORA. 30. Delay. Time is of the essence. Subject to Force Majeure section of this AGREEMENT, if the PROFESSIONAL is temporarily delayed in whole or in part from performing its obligations, then the PROFESSIONAL shall provide written notice to the CITY within two (2) business days defining the nature of the delay. Provision of written notice under this Section shall not operate as a waiver of any rights or benefits provided to the CITY under this AGREEMENT. 31. Force Majeure. No party hereto shall be considered in default in the performance of an obligation hereunder to the extent that performance of such obligation is delayed, hindered, or prevented by force majeure. Force majeure shall be any cause beyond the control of the party that could not reasonably have been foreseen and guarded against. Force majeure includes, but is not limited to, acts of God, fires, riots, pandemics, incendiarism, interference by civil or military authorities, compliance with regulations or orders of military authorities, and acts of war (declared or undeclared), provided the cause could not have been reasonably foreseen and guarded against by the affected party. Force majeure shall not include increases in labor, commodity, utility, material, supply, fuel, or energy costs, or compliance with regulations or orders of civil authorities. To the extent that the performance is actually prevented, the PROFESSIONAL must provide notice to the CITY of such condition within ten (10) days from the onset of the condition. 32. Special Provisions. Special provisions or conditions relating to the Service(s) to be performed pursuant to this AGREEMENT are set forth in Exhibit [choose one] - Confidentiality, consisting of four (4) pages, attached hereto and incorporated herein by this reference. 33. Order of Precedence. In the event of a conflict or inconsistency within this AGREEMENT, the conflict or inconsistency shall be resolved by giving preference to the documents in the following order of priority: a. The body of this AGREEMENT (and any written amendment), b. Exhibits to this AGREEMENT, c. Work Order(s) (and any applicable Change Order), and d. the Purchase Order document. Official Purchasing Document Last updated 5/2024 Master Professional Services Agreement – Work Order Type RFP/BID [# and Title] Page 35 of 50 34. Prohibited Terms.  Nothing in any Exhibit, Work Order, or other attachment shall be construed as a waiver of any provision above. Any terms included in any Exhibit, Work Order, or other attachment that requires the CITY to indemnify or hold PROFESSIONAL harmless; requires the CITY to agree to binding arbitration; limits PROFESSIONAL’s liability; or that conflicts with statute, City Charter or City Code in any way, shall be void. [Signature Page Follows] Official Purchasing Document Last updated 5/2024 Master Professional Services Agreement – Work Order Type RFP/BID [# and Title] Page 36 of 50 THE CITY OF FORT COLLINS, COLORADO By: Gerry Paul Purchasing Director Date: ATTEST: APPROVED AS TO FORM: PROFESSIONAL'S NAME By: Printed: Title: Date: Official Purchasing Document Last updated 5/2024 Master Professional Services Agreement – Work Order Type RFP/BID [# and Title] Page 37 of 50 EXHIBIT A WORK ORDER FORM PURSUANT TO TA PROFESSIONAL MASTER SERVICES AGREEMENT BETWEEN THE CITY OF FORT COLLINS AND PROFESSIONAL WORK ORDER NUMBER: PROJECT TITLE: ORIGINAL BID/RFP NUMBER & NAME: PROFESSIONAL MASTER SERVICES AGREEMENT EFFECTIVE DATE: Original Contract Date WORK ORDER COMMENCEMENT DATE: WORK ORDER COMPLETION DATE: MAXIMUM FEE (time and reimbursable direct costs): PROJECT DESCRIPTION/SCOPE OF SERVICES: PROFESSIONAL agrees to perform the Service(s) identified above and on the attached forms in accordance with and subject to the terms and conditions contained herein and in the Master Services Agreement (AGREEMENT) between the parties. This Work Order is incorporated into the AGREEMENT, and the AGREEMENT and all prior amendments or other modifications to the AGREEMENT, if any, remain in full force and effect. In the event of a conflict between or ambiguity in the terms of the AGREEMENT and this Work Order (including the attached forms) the AGREEMENT as set forth in the Order of Precedence section of the AGREEMENT shall control. Pricing stated on this Work Order shall be consistent with the pricing in the AGREEMENT or subsequent renewals as of the Work Order commencement date and will be held firm through completion of this Work Order. The attached forms consisting of [choose # of pages] are hereby accepted and incorporated herein and Notice to Proceed is hereby given after all parties have signed this document. PROFESSIONAL: __________________________ Date:___________________ Name, Title ACCEPTANCE: Date: Name, CITY Project Manager REVIEWED: Date: Name, Buyer or Senior Buyer ACCEPTANCE: Date: Gerry Paul, Purchasing Director (if greater than $60,000) Official Purchasing Document Last updated 5/2024 Master Professional Services Agreement – Work Order Type RFP/BID [# and Title] Page 38 of 50 EXHIBIT B GENERAL SCOPE OF WORK Official Purchasing Document Last updated 5/2024 Master Professional Services Agreement – Work Order Type RFP/BID [# and Title] Page 39 of 50 EXHIBIT C CHANGE ORDER NO. PROJECT TITLE: PROFESSIONAL: [Company Name] WORK ORDER NUMBER: PO NUMBER: ORIGINAL BID/RFP NUMBER & NAME: DESCRIPTION: 1. Reason for Change: Why is the change required? 2. Description of Change: Provide details of the changes to the Work 3. Change in Work Order Price: 4. Change in Work Order Time: ORIGINAL WORK ORDER PRICE $ .00 TOTAL APPROVED/PENDING CHANGE ORDERS .00 TOTAL THIS CHANGE ORDER .00 TOTAL CHANGE ORDER % OF ORIGINAL WORK ORDER % ADJUSTED WORK ORDER COST $ .00 PROFESSIONAL: __________________________ Date:___________________ Name, Title ACCEPTANCE: Date: Name, CITY Project Manager REVIEWED: Date: Name, Buyer or Senior Buyer ACCEPTANCE: Date: Gerry Paul, Purchasing Director (if greater than $60,000) Official Purchasing Document Last updated 5/2024 Master Professional Services Agreement – Work Order Type RFP/BID [# and Title] Page 40 of 50 EXHIBIT D BID SCHEDULE/COMPENSATION The following pricing shall remain fixed for the initial term of this AGREEMENT. Any applicable price adjustments may only be negotiated and agreed to in writing at the time of renewal. Official Purchasing Document Last updated 5/2024 Master Professional Services Agreement – Work Order Type RFP/BID [# and Title] Page 41 of 50 EXHIBIT [CHOOSE ONE] INSURANCE REQUIREMENTS The PROFESSIONAL will provide, from insurance companies acceptable to the CITY, the insurance coverage designated hereinafter and pay all costs. Before commencing work under this bid, the PROFESSIONAL shall furnish the CITY with certificates of insurance showing the type, amount, class of operations covered, effective dates and date of expiration of policies. In case of the breach of any provision of the Insurance Requirements, the CITY, at its option, may take out and maintain, at the expense of the PROFESSIONAL, insurance as the CITY may deem proper and may deduct the cost of the insurance from any monies which may be due or become due the PROFESSIONAL under this AGREEMENT. Insurance certificates should show the certificate holder as follows: City of Fort Collins Purchasing Division PO Box 580 Fort Collins, CO 80522 The CITY, its officers, agents and employees shall be named as additional insureds on the PROFESSIONAL 's general liability and automobile liability insurance policies by marking the appropriate box or adding a statement to this effect on the certificate, for any claims arising out of work performed under this AGREEMENT. Insurance coverages shall be as follows: A. Workers' Compensation & Employer's Liability. The PROFESSIONAL shall maintain Worker’s Compensation and Employer’s Liability insurance during the life of this AGREEMENT for all of the PROFESSIONAL's employees engaged in work performed under this AGREEMENT. Workers' Compensation & Employer’s Liability insurance shall conform with statutory limits of $100,000 per accident, $500,000 disease aggregate, and $100,000 disease each employee, or as required by Colorado law. B. General Liability. The PROFESSIONAL shall maintain during the life of this AGREEMENT General Liability insurance as will provide coverage for damage claims of personal injury, including accidental death, as well as for claims for property damage, which may arise directly or indirectly from the performance of work under this AGREEMENT. Coverage for property damage shall be on a (broad form) basis. The amount of insurance for General Liability shall not be less than $1,000,000 combined single limits for bodily injury and property damage. C. Automobile Liability. The PROFESSIONAL shall maintain during the life of this AGREEMENT Automobile Liability insurance as will provide coverage for damage claims of personal injury, including accidental death, as well as for claims for property damage, which may arise directly or indirectly from the performance of work under this AGREEMENT. Coverage for property damage shall be on a (broad form) basis. The amount of insurance for Automobile Liability shall not be less than $1,000,000 combined single limits for bodily injury and property damage. D. Errors and Omissions. The PROFESSIONAL shall maintain errors and omissions insurance in the amount of $1,000,000. E. Cybersecurity. The PROFESSIONAL shall maintain cybersecurity insurance in the amount of $5,000,000. Official Purchasing Document Last updated 5/2024 Master Professional Services Agreement – Work Order Type RFP/BID [# and Title] Page 42 of 50 EXHIBIT [CHOOSE ONE] INSURANCE REQUIREMENTS Local Agency shall obtain and maintain, and ensure that each Subcontractor shall obtain and maintain, insurance as specified in this section at all times during the term of this AGREEMENT. All insurance policies required by this AGREEMENT that are not provided through self-insurance shall be issued by insurance companies with an AM Best rating of A-VIII or better. A. Local Agency Insurance. Local Agency is a "public entity" within the meaning of the Colorado Governmental Immunity Act, §24-10- 101, et seq., C.R.S. (the “GIA”) and shall maintain at all times during the term of this AGREEMENT such liability insurance, by commercial policy or self-insurance, as is necessary to meet its liabilities under the GIA. B. Subcontractor Requirements. Local Agency shall ensure that each Subcontractor that is a public entity within the meaning of the GIA, maintains at all times during the terms of this AGREEMENT, such liability insurance, by commercial policy or self-insurance, as is necessary to meet the Subcontractor’s obligations under the GIA. Local Agency shall ensure that each Subcontractor that is not a public entity within the meaning of the GIA, maintains at all times during the terms of this AGREEMENT all of the following insurance policies: i. Workers’ Compensation Workers’ compensation insurance as required by state statute, and employers’ liability insurance covering all Local Agency or Subcontractor employees acting within the course and scope of their employment. ii. General Liability Commercial general liability insurance written on an Insurance Services Office occurrence form, covering premises operations, fire damage, independent contractors, products and completed operations, blanket contractual liability, personal injury, and advertising liability with minimum limits as follows: a. $1,000,000 each occurrence; b. $1,000,000 general aggregate; c. $1,000,000 products and completed operations aggregate; and d. $50,000 any 1 fire. iii. Automobile Liability. Automobile liability insurance covering any auto (including owned, hired and non-owned autos) with a minimum limit of $1,000,000 each accident combined single limit. iv. Protected Information Liability insurance covering all loss of State Confidential Information, such as PII, PHI, PCI, Tax Information, and CJI, and claims based on alleged violations of privacy rights through improper use or disclosure of protected information with minimum limits as follows: a. $1,000,000 each occurrence; and b. $2,000,000 general aggregate. v. Professional Liability Insurance. Professional liability insurance covering any damages caused by an error, omission or any negligent act with minimum limits as follows: a. $1,000,000 each occurrence; and b. $1,000,000 general aggregate. Official Purchasing Document Last updated 5/2024 Master Professional Services Agreement – Work Order Type RFP/BID [# and Title] Page 43 of 50 vi. Crime Insurance. Crime insurance including employee dishonesty coverage with minimum limits as follows: a. $1,000,000 each occurrence; and b. $1,000,000 general aggregate. vii. Cyber/Network Security and Privacy Liability Liability insurance covering all civil, regulatory and statutory damages, contractual damages, data breach management exposure, and any loss of State Confidential Information, such as PII, PHI, PCI, Tax Information, and CJI, and claims based on alleged violations of breach, violation or infringement of right to privacy rights through improper use or disclosure of protect consumer data protection law, confidentiality or other legal protection for personal information, as well as State Confidential Information with minimum limits as follows: OLA #: 331003221 Routing #: 24- HA4-XC-00244 a. $1,000,000 each occurrence; and b. $2,000,000 general aggregate. C. Additional Insured. 1) The State shall be named as additional insured on all commercial general liability policies (leases and construction contracts require additional insured coverage for completed operations) required of Local Agency and Subcontractors. In the event of cancellation of any commercial general liability policy, the carrier shall provide at least 10 days prior written notice to CDOT. 2) The CITY, its officers, agents and employees shall be named as additional insureds on the PROFESSIONAL’s general liability and automobile liability insurance policies by marking the appropriate box or adding a statement to this effect on the certificate, for any claims arising out of work performed under this AGREEMENT. Insurance certificates should show the certificate holder as follows: City of Fort Collins Purchasing Division PO Box 580 Fort Collins, CO 80522 D. Primacy of Coverage. Coverage required of Local Agency and each Subcontractor shall be primary over any insurance or self-insurance program carried by Local Agency or the State. E. Cancellation. All commercial insurance policies shall include provisions preventing cancellation or non-renewal, except for cancellation based on non-payment of premiums, without at least 30 days prior notice to Local Agency and Local Agency shall forward such notice to the State in accordance with §16 within 7 days of Local Agency’s receipt of such notice. F. Subrogation. Waiver All commercial insurance policies secured or maintained by Local Agency or its Subcontractors in relation to this AGREEMENT shall include clauses stating that each carrier shall waive all rights of recovery under subrogation or otherwise against Local Agency or the State, its agencies, institutions, organizations, officers, agents, employees, and volunteers. G. Certificates. For each commercial insurance plan provided by Local Agency under this Agreement, Local Agency shall provide to the State certificates evidencing Local Agency’s Official Purchasing Document Last updated 5/2024 Master Professional Services Agreement – Work Order Type RFP/BID [# and Title] Page 44 of 50 insurance coverage required in this Agreement within seven (7) Business Days following the Effective Date. Local Agency shall provide to the State certificates evidencing Subcontractor insurance coverage required under this Agreement within seven (7) Business Days following the Effective Date, except that, if Local Agency’s subcontract is not in effect as of the Effective Date, Local Agency shall provide to the State certificates showing Subcontractor insurance coverage required under this Agreement within seven (7) Business Days following Local Agency’s execution of the subcontract. No later than 15 days before the expiration date of Local Agency’s or any Subcontractor’s coverage, Local Agency shall deliver to the State certificates of insurance evidencing renewals of coverage. At any other time during the term of this Agreement, upon request by the State, Local Agency shall, within seven (7) Business Days following the request by the State, supply to the State evidence satisfactory to the State of compliance with the provisions of this §12. Official Purchasing Document Last updated 5/2024 Professional Services Agreement – Work Order Type RFP/BID [# and Title] Page 45 of 50 EXHIBIT [CHOOSE ONE] CONFIDENTIALITY IN CONNECTION WITH THE SERVICES to be provided by PROFESSIONAL under this AGREEMENT, the parties agree to comply with reasonable policies and procedures with regard to the exchange and handling of confidential information and other sensitive materials between the parties, as set forth below. 1. Definitions. For purposes of this AGREEMENT, the party who owns the referenced information and is disclosing same shall be referenced as the “Disclosing Party.” The party receiving the Disclosing Party’s information shall be referenced as the “Receiving Party.” 2. Confidential Information. Confidential Information controlled by this AGREEMENT refers to information that is not public and/or is proprietary, including but not limited to location information, network security system, business plans, formulae, processes, intellectual property, trade secrets, designs, photographs, plans, drawings, schematics, methods, specifications, samples, reports, mechanical and electronic design drawings, customer lists, financial information, studies, findings, inventions, ideas, CITY customer identifiable information (including account, address, billing, consumption, contact, and other customer data), utility metering data, service billing records, customer equipment information. To the extent practical, Confidential Information shall be marked “Confidential” or “Proprietary.” Nevertheless, PROFESSIONAL shall treat as Confidential Information all customer identifiable information in any form, whether or not bearing a mark of confidentiality or otherwise requested by the CITY, including but not limited to the non-exclusive list of Confidential Information above. In the case of disclosure in non-documentary form of non- customer identifiable information, made orally or by visual inspection, the Disclosing Party shall have the right, or, if requested by the Receiving Party, the obligation to confirm in writing the fact and general nature of each disclosure within a reasonable time after it is made in order that it is treated as Confidential Information. Any information disclosed to the other party before the execution of this AGREEMENT and related to the services for which PROFESSIONAL has been engaged shall be considered in the same manner and be subject to the same treatment as the information disclosed after the execution of this AGREEMENT with regard to protecting it as Confidential Information. 3. Use of Confidential Information. Receiving Party hereby agrees that it shall use the Confidential Information solely for the purpose of performing its obligations under this AGREEMENT and not in any way detrimental to Disclosing Party. Receiving Party agrees to use the same degree of care Receiving Party uses with respect to its own proprietary or confidential information, which in any event shall result in a reasonable standard of care to prevent unauthorized use or disclosure of the Confidential Information. Except as otherwise provided herein, Receiving Party shall keep confidential and not disclose the Confidential Information. The CITY and PROFESSIONAL shall cause each of their directors, officers, employees, agents, representatives, and subcontractors to become familiar with, and abide by, the terms of this Exhibit, which shall survive this AGREEMENT as an on-going obligation of the Parties. PROFESSIONAL shall not use such information to obtain any economic or other benefit for itself, or any third party, other than in the performance of obligations under this AGREEMENT. Official Purchasing Document Last updated 5/2024 Professional Services Agreement – Work Order Type RFP/BID [# and Title] Page 46 of 50 4. Exclusions from Definition. The term “Confidential Information” as used herein does not include any data or information which is already known to the Receiving Party or which before being divulged by the Disclosing Party: (a) was generally known to the public through no wrongful act of the Receiving Party; (b) has been rightfully received by the Receiving Party from a third party without restriction on disclosure and without, to the knowledge of the Receiving Party, a breach of an obligation of confidentiality; (c) has been approved for release by a written authorization by the other party hereto; or (d) has been disclosed pursuant to a requirement of a governmental agency or by operation of law, subject to Paragraph 5 below. 5. Required Disclosure. Notwithstanding Paragraph 4(d) above, if the Receiving Party receives a request (by interrogatories, requests for information or documents, subpoena, civil investigative demand or similar process, or by federal, state, or local law, including without limitation, the Colorado Open Records Act) to disclose any Confidential Information, the Parties agree the Receiving Party will provide the Disclosing Party with immediate notice of such request, so the Disclosing Party may seek an appropriate protective order before disclosure or waive the Receiving Party’s compliance with this Exhibit. The Receiving Party shall furnish a copy of this Exhibit with any disclosure. Notwithstanding this Paragraph 5, Receiving Party shall not disclose Confidential Information to any person, directly or indirectly, nor use it in any way, except as required by law or authorized in writing by Disclosing Party. 6. Red Flags Rules. If applicable, PROFESSIONAL must implement reasonable policies and procedures to detect, prevent and mitigate the risk of identity theft in compliance with the Identity Theft Red Flags Rules found at 16 Code of Federal Regulations part 681. Further, PROFESSIONAL must take appropriate steps to mitigate identity theft if it occurs with any of the CITY’s covered information and must notify the CITY in writing within twenty-four (24) hours of discovery of any breaches of security or Red Flags to the CITY. 7. Data Protection and Data Security. PROFESSIONAL shall have in place information security safeguards designed to conform to or exceed industry best practices regarding the protection of the confidentiality, integrity and availability of Confidential Information and shall have written agreements requiring any subcontractor to meet those standards. These information security safeguards (the “Information Security Program”) shall be materially consistent with, or more stringent than, the safeguards described in this Exhibit. (a) PROFESSIONAL’s information security safeguards shall address the following elements: • Data Storage, Backups and Disposal • Logical Access Control (e.g., Role-Based) • Information Classification and Handling • Secure Data Transfer (SFTP and Data Transfer Specification) • Secure Web Communications Official Purchasing Document Last updated 5/2024 Professional Services Agreement – Work Order Type RFP/BID [# and Title] Page 47 of 50 • Network and Security Monitoring • Application Development Security • Application Security Controls and Procedures (User Authentication, Security Controls, and Security Procedures, Policies and Logging) • Incident Response • Vulnerability Assessments • Hosted Services • Personnel Security (b) Subcontractors. PROFESSIONAL may use subcontractors, though such activity shall not release or absolve PROFESSIONAL from the obligation to satisfy all conditions of this AGREEMENT, including the data security measures described in this Exhibit, and to require a substantially similar level of data security, appropriate to the types of services provided and Confidential Information received, for any subcontractor PROFESSIONAL may use. Accordingly, any release of data, confidential information, or failure to protect information under this AGREEMENT by a subcontractor or affiliated party shall be attributed to PROFESSIONAL and may be considered to be a material breach of this AGREEMENT. 8. Information Storage. Confidential Information is not to be stored on any local workstation, laptop, or media such as CD/DVD, USB drives, external hard drives or other similar portable devices unless the PROFESSIONAL can ensure security for the Confidential Information so stored. Workstations or laptops to be used in the Services will be required to have personal firewalls on each, as well as have current, active anti-virus definitions. 9. Continuing Obligation. The agreement not to disclose Confidential Information as set forth in this Exhibit shall apply during the term of the Services and or AGREEMENT and at any time thereafter unless specifically authorized by the CITY in writing. 10. Termination Remedy. If PROFESSIONAL breaches any of the terms of this Exhibit, in the CITY’s sole discretion, the CITY may immediately terminate this AGREEMENT and withdraw PROFESSIONAL’s right to access Confidential Information. 11. Return of Information. Notwithstanding any other provision of this AGREEMENT to provide Project Instruments and work product, all material, i.e., various physical forms of media in which Confidential Information is stored, including but not limited to writings, drawings, tapes, diskettes, prototypes or products, shall remain the sole property of the Disclosing Party and, upon request, shall be promptly returned, together with all copies thereof to the Disclosing Party. Upon return of such materials, all digital and electronic data shall also be deleted in a non-restorable way by which it is no longer available to the Receiving Party. Upon Disclosing Party’s request, written verification of the deletion (including date of deletion) is to be provided to the Disclosing Party within ten (10) days after completion of engagement, whether it be via termination, completion or otherwise. 12. Injunctive Relief. PROFESSIONAL Receiving Party acknowledges that the Disclosing Party may, based upon the representations made in this AGREEMENT, disclose security information that is critical to the continued success of the Discloser’s business. Accordingly, Receiving Party agrees that the Disclosing Party does not have an adequate remedy at law Official Purchasing Document Last updated 5/2024 Professional Services Agreement – Work Order Type RFP/BID [# and Title] Page 48 of 50 for breach of this AGREEMENT and therefore, the Disclosing Party shall be entitled, as a non- exclusive remedy, and in addition to an action for damages, to seek and obtain an injunction or decree of specific performance or any other remedy, from a court of competent jurisdiction to enjoin or remedy any violation of this AGREEMENT. Official Purchasing Document Last updated 5/2024 Professional Services Agreement – Work Order Type RFP/BID [# and Title] Page 49 of 50 EXHIBIT [CHOOSE ONE] PROMPT PAYMENT CERTIFICATION The PROFESSIONAL is required to pay its subcontractors performing work related to this contract for satisfactory performance of that work no later than 30 days after the PROFESSIONAL’s receipt of payment for that work from the CITY. In addition, all retainage amounts withheld from subcontractors must be paid no later than 30 days after it satisfactorily completed its work, whether or not the CITY has paid said amounts to the PROFESSIONAL. The PROFESSIONAL must promptly notify the CITY whenever a DBE subcontractor performing work related to this contract is terminated or fails to complete its work and must make good faith efforts to engage another DBE subcontractor to perform at least the same amount of work. The PROFESSIONAL may not terminate any DBE subcontractor and perform that work through its own forces or those of an affiliate without prior written consent of the CITY. The PROFESSIONAL shall complete and submit the following Prompt Payment Certification form with each invoice. Official Purchasing Document Last updated 5/2024 Professional Services Agreement – Work Order Type RFP/BID [# and Title] Page 50 of 50 PROMPT PAYMENT CERTIFICATION PROFESSIONAL will place a check in the appropriate box below that applies to this payment request. TO: City of Fort Collins, Colorado (hereinafter referred to as the "OWNER") PROFESSIONAL: PROJECT: CONTRACT DATE: This certification is submitted in conjunction with Pay Application or Invoice # . In accordance with the requirements of 49 CFR §26.29, the PROFESSIONAL hereby states the following with regard to payments made under the Professional Services Agreement for [RFP # and Name] (the “AGREEMENT”) 1. Subcontractors, at the first tier, both DBE and non-DBE, who satisfactorily completed work and were listed for payment on the prior Payment Application No. dated , 20 , were paid no later than 30 days after the PROFESSIONAL’s receipt of payment for that work from the CITY. 2. All retainage amounts withheld from any subcontractor who satisfactorily completed its portion of the AGREEMENT work, including punch list items, were paid to the subcontractor(s) no later than 30 days after it satisfactorily completed its work, whether or not the CITY has paid said amounts to PROFESSIONAL. 3. There was no delay in or postponement of any payment owed to a subcontractor, whether period payment or retainage amount, except for good cause and after receipt of prior written approval from the CITY. The PROFESSIONAL shall retain all subcontractor payment records for a minimum period of three (3) years from the date of Substantial Completion under the AGREEMENT. The CITY shall have the right, with reasonable notice to audit such payment records. Signed this day of , 20 . By: Printed: Title: