your company proposal for services

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The proposal for services is at the heart of an independent contractor’s sales tool kit. It combines key company proposition, and your knowledge of a client’s needs and wants into a single The sample content throughout this proposal includes placeholder content for you to replace with your own. Use the overview to provide a brief summary of the reason for the proposal, and how you can best support the Client’s Company providing training and post-sales support for its new order entry and fulfillment system. We have partnered with dozens of small businesses committed to improving the customer Include a purpose statement that covers the problem and the key theme around your solution. Restate the client’s Comprehensive Plan REQUEST FOR PROPOSALS RFP Deadline: October 27, 2021 Submission Address: Town of Morehead City Attn: Sandi Watkins 1100 Bridges Street Morehead City, NC 28557

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Page 1: YOUR COMPANY PROPOSAL FOR SERVICES

YOUR COMPANY

PROPOSAL FOR

SERVICES For Independent Contractors

The proposal for services is at the heart of an independent contractor’s sales tool kit. It combines key company

information, your unique selling proposition, and your knowledge of a client’s needs and wants into a single

document that can also serve as a basis for contract negotiations.

Use this sample proposal as an outline for developing your own.

To delete any shaded tips (like this one), just select the tip text and then press the spacebar.

The sample content throughout this proposal includes placeholder content for you to replace with your own.

Overview

Use the overview to provide a brief summary of the reason for the proposal, and how you can best support the

client’s needs. You can expand on this summary throughout the rest of the proposal.

Your Company is pleased to submit this proposal for services to support Client’s Company in

achieving its goals for improving customer satisfaction by providing training and post-sales

support for its new order entry and fulfillment system. We have partnered with dozens of small

businesses throughout the Northeast—businesses committed to improving the customer

experience through convenience, accuracy of orders, and timely delivery.

The Objective

Include a purpose statement that covers the problem and the key theme around your solution. Restate the client’s

needs as determined by reading their RFP or your previous interview process.

Need #1: improve response time for customer questions

Need #2: improve upon weaknesses in upsell/cross-sell volumes

Need #3: rapid training for staff on new system

Comprehensive Plan REQUEST FOR PROPOSALS

RFP Deadline:

October 27, 2021

Submission Address:

Town of Morehead City

Attn: Sandi Watkins

1100 Bridges Street

Morehead City, NC 28557

Page 2: YOUR COMPANY PROPOSAL FOR SERVICES

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Contents General Background .................................................................................................................. 2

Planning Background ................................................................................................................. 3

Expectations of Consultant......................................................................................................... 5

Scope of Work ........................................................................................................................... 6

Proposals ................................................................................................................................... 9

Questions ..................................................................................................................................12

Selection Process, Timeline, and Criteria ..................................................................................12

Selection Process: .................................................................................................................12

Timeline: ................................................................................................................................13

Criteria: ..................................................................................................................................14

Disclosures ...............................................................................................................................15

Confidentiality: .......................................................................................................................15

Equal Opportunity: .................................................................................................................15

Applicable Law: .....................................................................................................................15

Discretion of the Town: ..........................................................................................................15

Insurance ..................................................................................................................................15

Hold Harmless and Indemnification ...........................................................................................16

Additional Information ...............................................................................................................16

CAMA Land Use Plan Certification Requirements: .................................................................16

“Morehead City is dedicated to the well-being and safety of our community through

exceptional service with a warm coastal smile.”

Page 3: YOUR COMPANY PROPOSAL FOR SERVICES

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Purpose The Town of Morehead City is seeking proposals from qualified, professional consultants who will

assist the Town in creating a comprehensive plan that expresses and establishes a framework

for achieving the community’s vision and sets forth the goals, policies, and programs intended to

guide the present and future physical, social, and economic development of the Town of

Morehead City. This plan will be a key policy and action document for the Town of Morehead City,

to be used by staff, elected officials, boards, developers, property owners, business owners, and

residents as a guide for future land use development, recreation planning, capital investments,

and growth management decisions over the next ten years and beyond. The plan must also satisfy

the requirements as a comprehensive plan under N.C.G.S. 160D and as a CAMA land use plan

as required per 15A NCAC 7B .0702.

General Background Morehead City is located in the heart of the Crystal Coast and has the largest population of any

municipality in Carteret County. According to the 2020 Census, the population of the Morehead

City corporate limits was estimated at 9,556. According to 2015-2019 American Community

Survey estimates, the population of the planning jurisdiction, including the extraterritorial

jurisdiction, totals 13,430. The area encompassed in Morehead City’s planning and zoning

jurisdiction is approximately 16 square miles.

Serving as the economic hub of Carteret County, Morehead City provides the most diverse year-

round opportunities for residents and visitors alike. The economic mainstays include: Carteret

Healthcare hospital and the health industry; Carteret Community College; the marine science

community which includes the NC State Center for Marine Science and Technology, UNC Institute

of Marine Sciences, NC Division of Marine Fisheries and NC Division of Coastal Management; a

variety of industry including businesses located in the Crystal Coast Business Park; a myriad of

retail and restaurant businesses which includes chain stores/restaurants and small businesses;

and a charter and recreational fishing fleet.

Morehead City’s Downtown Morehead City, Inc. is accredited Main Street America™ program

and was a 2017 Great Mainstreet award recipient. Each year, the North Carolina Seafood Festival

occurs in downtown Morehead City as does The Big Rock fishing tournament. Morehead City is

also home to the Morehead City Marlins Coastal Plain League summer collegiate baseball team.

One of the two seaports in North Carolina is located in Morehead City and it is directly accessible

from the west via Highways 70 and 24. Norfolk-Southern provides rail access for freight to and

from the NC Port over tracks owned by the North Carolina Railroad Company. Passenger train

routes are currently accessible via an Amtrak thruway connecting bus service at the Morehead

City Train Depot. The population and development/redevelopment in Morehead City is anticipated

to surge in coming years as a result of the ongoing upgrades to interstate standards of future

Interstate 42 (portion of Highway 70 between Raleigh/Garner and Morehead City).

Page 4: YOUR COMPANY PROPOSAL FOR SERVICES

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Planning Background The Morehead City Core Land Use Plan was originally certified by the Coastal Resources

Commission in 2007. There have been a few amendments to the plan’s Future Land Use map,

but no other revisions have occurred to the document since its certification. The Town of

Morehead City Unified Development Ordinance was adopted in 2001 when the zoning and

subdivision ordinances were combined into a single ordinance. Numerous updates have occurred

since 2001, including a recent review and update to comply with Chapter 160D of the North

Carolina General Statutes. One of the primary goals of the comprehensive plan development is

to create a vision for Morehead City for the next ten years. It is also intended to provide a series

of realistic projects and programs that can be implemented to achieve that vision. Development

of the new comprehensive plan will rely heavily on community feedback. It is intended that the

comprehensive plan will serve as a guide for a future rewrite of the Town of Morehead City Unified

Development Ordinance.

In addition to the 2007 Core Land Use Plan with subsequent future land use map amendments,

a number of planning efforts have been undertaken over the years that have been either specific

to or have included Morehead City. These include (but are not limited to) the following documents:

- Land Use Plans (and similar documents):

o 2016 Cherry Point Regional Joint Land Use Study

o 1999 Land Use Plan Update

o 1991 Land Use Plan Update

o 1986 Land Use Plan Update

o 1982 Special Land Use Plan Update

o 1980 Morehead City Land Use Plan

o 1976 Land Use Plan

o 1974 Population and Economy Update

o 1970 Land Use Survey and Analysis and Land Development Plan

o 1969 Population and Economy

- Parks and Recreation Plans:

o 2019 Shevans Park Renovation Master Plan

o 2006 Carteret County Parks and Recreation Master Plan and Shoreline Access

Plan Update

o 1999 Parks and Recreation Comprehensive Master Plan

o 1998 Waterfront Access Plan

- Transportation Plans:

o 2014 Carteret County Transportation Plan

o 2011 Morehead City Pedestrian Plan

o 2007 Morehead City Comprehensive Bicycle Plan

o 1995 Parking Study

o 1992 Parking Study

o 1990 US 70 Corridor Study Raleigh to Morehead City

- Stormwater Plans:

o 2021 Morehead City Pilot Study Area Stormwater Master Plan

o 1992 Stormwater Drainage System Plan

- Disaster Mitigation Plans:

Page 5: YOUR COMPANY PROPOSAL FOR SERVICES

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o 2020 Pamlico Sound Regional Hazard Mitigation Plan

o 2017 Morehead City Floodplain Management Plan

o 2017 Morehead City Program for Public Information

o 2017 Morehead City Repetitive Loss Area Analysis

o 2015 Pamlico Sound Regional Hazard Mitigation Plan

o 2009 Morehead City Hazard Mitigation Plan

o 2004 Morehead City Hazard Mitigation Plan

o 1984 Storm Hazard Mitigation Plan & Post Disaster Reconstruction Plan

- Economic Development Plans/Studies:

o 2014 Morehead City Economic Development Strategic Plan

o 2009 Morehead City Harbor Channel Realignment Study

o 1994 Morehead City Waterfront Long Range Plan

o 1981 Waterfront Revitalization Report

- Miscellaneous:

o 2022 ADA Accessibility and Transition Plan (in planning phase)

o 2001 Historic Architecture Survey

o 2001 Downtown Morehead City Urban Design Plan

o 1974 Community Appearance Analysis

Page 6: YOUR COMPANY PROPOSAL FOR SERVICES

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Expectations of Consultant The selected consultant firm or team will be responsible for managing this project, including

implementing a superior quality innovative community engagement program, communicating with

staff liaisons, and producing the required plan documents. The following expectations should be

acknowledged in any submitted proposal and met throughout the duration of the project:

- The consultant will hold an initial meeting with Town staff to begin the process of data

acquisition and the consultant’s anticipated approach to assist the Town with complying

with the comprehensive planning requirements contained in N.C.G.S. 160D.

- The consultant will review existing plans, documents, and other materials relevant to the

project. The Town will provide all documentation needed upon request of the consultant.

The consultant will study and consolidate applicable materials into the Plan.

- The consultant will lead stakeholder outreach and participation efforts and conduct

meetings with key elected and appointed officials, stakeholder groups, and the public. The

consultant will plan and implement an extensive stakeholder and public outreach process

using a range of methods to inform and involve stakeholders and the public to include a

community survey in the early phases of Plan development.

- The consultant will develop Plan goals, objectives and implementation strategies based

on technical data and public input.

- The consultant will draft materials for review and comment by the Town in accordance

with established project schedule.

- The consultant will ensure that the final Plan conforms to N.C.G.S. 160D comprehensive

planning requirements, to the applicable statutory public hearing processes for

comprehensive plan adoption, and for NC Coastal Area Management Act requirements

for a CAMA land use plan. This may involve a phased approach to ensure the plan meets

the reasonable maintenance requirements of N.C.G.S. 160D-501.

- The consultant will analyze the consistency of current Town ordinances and policies in

relationship to the Plan goals and objectives.

- The consultant will prepare draft documentation for public review and comment and

present the draft to the Planning Board and Town Council.

- The consultant will prepare the final draft document and present at all associated meetings

and public hearings for adoption and/or certification of the plan to include any necessary

meetings before the North Carolina Coastal Resources Commission.

- The consultant will provide at least weekly updates via email, telephone, or teleconference

to update Town staff on the project status, discuss issues, and review drafts. Periodic

written status reports and status updates to the Planning Board and/or Town Council may

also be required.

Page 7: YOUR COMPANY PROPOSAL FOR SERVICES

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Scope of Work The consultant will be expected to conduct the following tasks. The Town encourages proposers

to expand on these tasks, emphasize tasks and to suggest additional tasks not identified in this

RFP that may be necessary or beneficial to the proposed planning process.

- Project Meetings: The consultant is expected to meet regularly with Town staff. When

appropriate, these meetings may be conducted via telephone or videoconference. In

addition, the consultant will solicit input from the Planning Board (or appointed steering

committee) and Town Council and provide interim reports, presentations, and updates to

each as required and appropriate, and attend the Plan’s formal review and approval by

the Planning Board and Town Council and ensure certification by the North Carolina

Coastal Resources Commission.

- Public Engagement and Communications: Public participation is essential to this

planning effort and must include an outreach and public participation process designed to

engage the public and stakeholders in visioning the future of the Town. Multiple public

meetings are anticipated to be necessary to seek the opinions and views of the public at

large, report on progress as the plan develops, solicit comments on specific ideas or

concepts, and identify problems or barriers that must be acknowledged and overcome.

Respondents should explain their public participation plan in detail. In addition to other

mechanisms, a community survey should be conducted towards the beginning of the Plan

development process.

- Plan Development: The consultant will serve as the primary drafter of the plan and will

perform research and develop materials for the Plan, including, but not limited to:

o Conduct a baseline review of relevant existing plans, current Town Council goals,

the Town’s Unified Development Ordinance, demographic and Census data, and

other information necessary or relevant to Plan development.

o Evaluate and assess recreation inventory and facilities (i.e., masters planning).

o Develop an inventory and assessment of challenges and opportunities.

o Draft the Comprehensive Plan for Planning Board review, Town Council review

and adoption, and NC Coastal Resources Commission (CRC) certification,

including any required revisions for certification.

o Provide digital, editable, working, and printable copies of all final documents

including reports, maps, and final plan.

o Plan development may involve a phased approach to ensure the plan meets the

reasonable maintenance requirements of N.C.G.S. 160D-501.

- Plan Content: The Plan document will include assembling and analyzing data regarding

existing conditions within Morehead City and its extraterritorial jurisdiction and utilizing that

data to develop policies, actions, and an implementation plan to guide future development

and decision making over a ten-year timeframe. The Plan must meet N.C.G.S. 160D

comprehensive planning requirements, the applicable statutory public hearing processes

for comprehensive plan adoption, and the NC Coastal Area Management Act

requirements for a CAMA land use plan. It is anticipated the plan will include the following

content:

o Community Vision Statement: Develop/update the Community Vision Statement

for Morehead City that will serve as a focal point for goals, policies, and strategy

decisions.

Page 8: YOUR COMPANY PROPOSAL FOR SERVICES

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o Community Assessment: Evaluate issues and opportunities facing the Town of

Morehead City, including consideration of trends, values expressed by citizens,

and guiding principles for growth and development.

o Existing and Future Land Use Evaluation and Planning: Evaluate and

articulate the pattern of desired growth and development and civic design,

including the location, distribution, and characteristics of future land uses, urban

form, utilities, transportation networks, and conservation and open spaces.

o Housing: Review housing needs and trends and develop recommendations that

will create strong neighborhoods that support lifelong housing needs for persons

and households of all types and income levels. Evaluate availability of and need

for additional affordable/workforce housing.

o Economic Development: Evaluate employment opportunities, economic

development, economic trends, and community development and provide

recommendations. Possible specialized areas to evaluate may include:

North Carolina Opportunity Zones: Morehead City contains an Opportunity

Zone which was certified by the Federal government in 2018. The NC

Opportunity Program is designed to encourage job creation, economic

activity, housing, and other community investments. The Opportunity

Zones Program (Sec. 13823) provides tax incentives for qualified investors

to re-invest unrealized capital gains into low-income communities

throughout the state, and across the country.

Page 9: YOUR COMPANY PROPOSAL FOR SERVICES

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Main Street Program: The Downtown Morehead City, Inc. organization

participates in the Main Street America™ program.

Broadband/remote working considerations

Aesthetic/design requirements

Workforce challenges (i.e., lack of staff or labor, etc.)

Redevelopment opportunities

o Public Services and Infrastructure: Determine acceptable levels of public

services and infrastructure to support development, including water, waste

disposal, utilities, emergency services, transportation, education, recreation,

community facilities, and other public services, including plans and policies for

provision of and financing for public infrastructure. Analyze and identify areas of

growth and associated service needs including plans and policies for provision of

financing for public infrastructure. Areas to explore may include:

Transportation:

Collector street network, street infill recommendations,

neighborhood connectivity recommendations.

Railroad / Passenger Thruway Connecting Bus Service

Emerging Technologies:

o Bike shares

o Ride shares

o Electric/autonomous vehicles

o Boating-related/waterfront-oriented transportation

Emergency services

Community Facilities

Water

Stormwater

Waste disposal

Utilities

Education

Parking

o Interstate 42: Special considerations related to upgrades to interstate standards

of the Highway 70 corridor between Raleigh and Morehead City/the future

Interstate 42 to include anticipated impacts.

o Parks and Recreation: Review existing inventory and all facilities and provide

recommendations for future growth. Include pedestrian and bicycle network, to

include consideration of Morehead Alternate Transportation System (MATS).

o Environmental: Protection of the environment and natural resources, including

water and air quality.

o Specific Land Use Issues:

Short Term Rentals/Accessory Dwelling Units: Existence of, perceived

need for, appropriate areas

Parking in high density areas: Areas such as downtown, allowance for alley

access vs. street access

Landscaping/tree preservation: Need to increase or decrease.

Recreation and open space availability, need, and requirements for new

development.

Page 10: YOUR COMPANY PROPOSAL FOR SERVICES

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- Implementation: Establish specific policies, identify necessary public investment, and

specify goals to implement each element of the Plan.

Proposals The following materials must be included in the proposal and received by Wednesday, October

27, 2021, at 5:00 p.m. for a proposing consultant to be considered. During the evaluation process,

however, the Town of Morehead City reserves the right to request additional information or

clarifications from a consultant, or to allow corrections of errors and/or omissions. The purpose of

the technical proposal is to demonstrate how the consultant, as a team and/or as individuals, will

contribute to the comprehensive planning effort. The proposal should be complete and concise.

Specific proposal requirements include:

- Transmittal Letter: A signed letter of transmittal should include the name, title, address,

phone number, and original signature of an individual with authority to negotiate on behalf

of and to contractually bind the consultant firm, and who may be contacted during the

period of proposal evaluation. The proposal must clearly identify the firm’s legal name and

address.

- Table of Contents.

- Executive Summary: Provide a concise synopsis of the proposal and a description of the

credentials to deliver the services. Include a brief overview of firm, including qualifications

to execute the contract, and company mission or statement of beliefs. Also, include a

summary of the consultant’s understanding of the project as described in this RFP.

- Introduction: Demonstrate the firm’s experience providing local jurisdictions with

Comprehensive Plans, addressing the CAMA Land Use Plan component. Experience in

developing similar plans for other similar regional agencies, municipalities, and other

governmental or non-governmental agencies may also be included. Include a description

of the firm and a statement of the firm’s qualifications for performing the requested

consulting services. Indicate any specialized expertise relevant to the project and discuss

the firm’s in-house abilities and commitment to delivering the project in a timely manner.

- Company Background: Include the following:

o A brief description of the background of your firm

o The location of the headquarters, technical support offices, field offices, and the

location of the office that would service the City

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o A brief summary of company officers, directors, and associates that will be

assisting on the project

o Names and qualifications of outside firms and/or associates that may be employed

to assist on this project

- Project Management: Describe the plans for accomplishing the required work to

complete the plan based upon the schedule information outlined in the Project Schedule

section. Include the management approach to the work, responsibilities for coordination

of work with the City, and lines of communication needed to maintain required contact.

Provide an outline of the firm’s current client list and ability to provide timely services.

- Staff: Provide an organizational chart showing the project manager and all project staff.

Describe the qualifications and experience of each professional who will participate in the

project, including a resume for each member of the project team. A project manager must

be designated, and information submitted for each professional shall include:

o Name, proposed role, hourly rate, anticipated time commitment to the project and

biography of each team member who will do most of the work on the project.

Include qualifications of key personnel, project team member’s individual

experience and other qualifications, project manager’s experience, sub-

consultant’s (if applicable) individual experience and qualifications. Consulting

firms with at least one AICP certified team member on staff are required.

- Qualifications: Describe the firm’s specific experience with comprehensive plans and

with municipal CAMA land use plan requirements. The proposal must describe the nature

and outcome of projects previously conducted by the firm that are related to the work

described within the RFP. Provide a list of at least five completed plans, or relevant

projects of similar scope and complexity, completed by the firm within the past ten (10)

years. Identify key personnel who participated in each project and describe their roles.

Include client contact names, addresses, phone numbers, email addresses, description of

the type(s) of work performed, approximate dates on which the work was completed, and

professional staff who performed the work. If a sub-consultant is proposed, provide at least

two similar qualifications and references for the sub-consultant. Up to two samples of the

firm’s work on closely related projects shall be included with the proposal. Identify the

number of projects that have received CAMA Land Use Plan Coastal Resources

Commission (CRC) certification or are currently underway. Indicate any experience with

municipalities similar in size and/or characteristics to the Town of Morehead City.

- References: Include a list with contact information of at least ten municipal clients for

which you have conducted comprehensive planning, visioning, community engagement

and/or land use analysis. Experience working with municipalities in North Carolina is

preferred.

- Proposal: Provide specific approaches, methods and assumptions that will be utilized to

accomplish each task outlined in the scope of work. Identify the proposed implementation

approach, including but not limited to, the following:

o Approach to scoping and conducting the project;

o Efforts that may be needed to ensure a successful project;

o Any issues that your firm believes are critical to the project’s success;

o Describe at least three approaches for providing innovative, effective stakeholder

engagement and public participation. These alternatives should represent different

Page 12: YOUR COMPANY PROPOSAL FOR SERVICES

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levels and styles of involvement and complexity. Provide examples of how your

firm would conduct public and stakeholder engagement opportunities that would

capture input that is representative of all City residents. Identify and address

potential alternate method(s) of engagement in consideration of COVID-19 related

concerns.

o A list of deliverables and/or additional documentation to be provided beyond the

deliverables described in this RFP

o A sample schedule and work plans indicating the tasks and time needed for each

task to complete the scope of work;

o Any assumptions made in the development of the schedule and work plan;

o Include a description of research/technical capabilities that would be used in the

development of the Plan;

o Include a summary of any suggested innovative approaches the Town of

Morehead City should consider for this effort;

o Include any other information believed to be pertinent, but not specifically

requested in this RFP.

- Budget: Identify cost estimates for completing each of the elements in the “Expectations

of Consultant” and “Scope of Services” sections of this RFP. Itemized cost estimates may

include more than one area in these sections provided the combination of elements is

logical or overlapping. Also include any other anticipated budgetary needs, including

incidentals.

- Fee Proposal: Costs for the project shall include hourly rates and a not-to-exceed total

budget with a lump sum fee.

- Project Schedule: This plan must comply with the comprehensive planning requirements

of N.C.G.S. 160D. In addition, the project may involve a phased approach to ensure the

plan meets the reasonable maintenance requirements of N.C.G.S. 160D-501. The

consultant may propose an interim update to be adopted by June 30, 2022, with final plan

adoption occurring by June 30, 2023. In all cases, the final plan must be completed by

June 30, 2023 and the consultant must propose a sound interim plan to meet the N.C.G.S.

160D requirements to “reasonably maintain” the plan on or before June 30, 2022. The

selected Consultant will be responsible to complete the plan through NC Coastal

Resources Commission certification and local plan adoption. All proposers will define the

anticipated deadline for completion and presentation of the comprehensive plan and all

related supporting activities. This schedule will be incorporated into the professional

services agreement between the City and the successful respondent. The Consultant

should provide a proposed work plan with schedule based upon months of project (e.g.

Month 1, Month 2), divided into phases identifying key tasks, milestones, approximate

dates, project deliverables, and resource needs.

- Additional Information: Submit any additional information or recommendations

supporting the proposal as an appendix or separate attachment.

Page 13: YOUR COMPANY PROPOSAL FOR SERVICES

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Questions Questions about this RFP should be submitted in writing no later than October 12, 2021, at 5:00

p.m. Staff responses to pertinent questions will be published in an addendum to this RFP on the

Town’s website. Please submit questions to:

Sandi Watkins, Planning and Inspections Director

[email protected]

Selection Process, Timeline, and Criteria

Selection Process:

Following the proposal submission deadline, a selection committee will evaluate each eligible and

responsive proposal based upon the criteria contained in the Criteria subsection of this RFP. The

Town of Morehead City reserves the right to waive any minor informality or technicality in

proposals received. An interview will be conducted at a mutually-agreed upon time with the

consulting firms associated with the top scoring proposals. Upon selection, the Consultant will be

contacted to finalize the contract, fee structure, and project schedule. Consultant selection will be

subject to final approval by the Town of Morehead City Council.

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Timeline:

Consulting firms interested in completing this project should submit one (1) signed original plus

one (1) electronic PDF version of the proposal. Both the hard copy and the electronic PDF copy

must be received by the Town before 5:00 p.m. on October 27, 2021. Submissions should be

mailed to the following address:

Town of Morehead City

Planning and Inspections Department

Attn: Sandi Watkins

1100 Bridges Street

Morehead City, NC 28557

[email protected]

Proposals submitted after the deadline will not be considered unless the submission deadline is

readvertised and extended. Any requirements contained in the RFP that cannot be met must be

indicated in the submission.

Page 15: YOUR COMPANY PROPOSAL FOR SERVICES

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Criteria:

30% Firm Experience, Capability, and Capacity

Strength and relevance of previous similar experience with projects of a similar scope based upon list of related projects and submitted work samples. Specialized topic experience: Urban Design Housing Economic Development Public Services and Infrastructure Transportation Recreation Public Participation: Demonstrated experience and skills in meaningful public participation and charrettes to ensure that the community’s vision is included within the plan. Key Personnel: Does the proposed team have all necessary experience? Is there backup staff to handle the project tasks in the event the key personnel are unavailable? Understanding of Local Conditions: Demonstrated understanding of State legal constraints and local conditions. Understanding of regulatory/implementation frameworks of comprehensive and CAMA land use plans. How strong are the firm’s mapping, research, and technical capabilities?

40% Proposal and Technical / Project approach

What distinguishes this proposal and team from others? Has the proposal demonstrated exceptional creativity and willingness to innovate? Does the approach present a well thought out strategy that is likely to achieve the desired end product and completion of all specified tasks within the project budget? Are there innovative approaches proposed for the project outlined in the proposal? Does the consultant propose a sound plan to meet the N.C.G.S. 160D requirements to “reasonably maintain” the plan on or before June 30, 2022.

20% Responsiveness Does the proposal respond to all the requirements contained in the RFP?

10% Proposed project cost

Cost in relation to services proposed to be provided.

Page 16: YOUR COMPANY PROPOSAL FOR SERVICES

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Disclosures

Confidentiality:

Responses to the RFP/RFQ will become public records and, therefore, will be subject to public

disclosure. The North Carolina General Statutes provide a method for protecting some documents

from public disclosure. If a Consultant follows the procedures prescribed in N.C.G.S. 132-1.2 and

designates a document confidential or trade secret, the Town will withhold the document from

public disclosure to the extent that it is entitled or required to do so by applicable law and will

return the document after selection.

Equal Opportunity:

The Town of Morehead City does not discriminate in administering any of its programs and

activities. The consultant awarded the contract for work will be required to insure that no person

shall be denied employment, fair treatment or be discriminated against on the basis of race, sex,

religion, age, national origin, or handicap.

Applicable Law:

The contract awarded will be governed in all respects by the laws of North Carolina. The

consultant awarded must comply with applicable Federal, State, and local laws and regulations.

Discretion of the Town:

The Town of Morehead City reserves the right to reject any or all proposals, to waive any

deficiencies associated with the submittal, and to accept any proposals that it deems to be in the

Town’s best interest.

The Town of Morehead City also reserves the right to re-advertise and reject any and all proposals

which are deemed to be nonresponsive, do not contain all the required submittal information as

herein contained, are late, or are deemed unsatisfactory in any way. The Town of Morehead City

shall have no obligation to award a contract for services and work as a result of this Request for

Proposal.

Insurance If selected as the project Consultant, the Consultant must agree to procure and maintain, or cause

to be procured and maintained, an Error and Omissions liability insurance policy covering claims,

causes of actions, actions. Losses, liabilities, damages, and expenses arising out of, caused by

or the negligence or otherwise wrongful acts or omissions by the Consultant. The limits of liability

of said insurance shall be at least one million dollars ($1,000,000) per occurrence and one million

dollars ($1,000,000) per aggregate. Notwithstanding the foregoing, it is agreed that the

Consultant’s fraud coverage will be at least fifty thousand dollars ($50,000). Consultant will also

procure and maintain, or cause to be procured and maintained, Workers’ Compensation coverage

for its employees, as may be required by law. Consultant will provide to Morehead City certificates

of said insurance above prior to commencement of the study.

Page 17: YOUR COMPANY PROPOSAL FOR SERVICES

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Hold Harmless and Indemnification If selected as the project Consultant, the consultant must agree to hold harmless and indemnify

Morehead City from any and all claims, lost liability, demands, damages or any other financial

demands that may be alleged or realized due to acts of nonfeasance, misfeasance, or negligence

committed by the Consultant while in the performance of the duties or assignment associated with

the project.

Additional Information

CAMA Land Use Plan Certification Requirements: - Required CAMA Land Use Plan Elements

o http://ncrules.state.nc.us/ncac/title%2015a%20-%20environmental%20quality/ch

apter%2007%20-%20coastal%20management/subchapter%20b/15a%20ncac%

2007b%20.0702.pdf

- North Carolina CAMA land use planning requirements:

o https://files.nc.gov/ncdeq/Coastal%20Management/documents/PDF/CAMA/t15a_

07b.pdf

- Coastal Resources Commission Certification Process Flow Chart (next page)

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