Stormwater Impact Fee Update Request for QualificationsCITY OF KALISPELL
REQUEST FOR PROFESSIONAL SERVICE QUALIFICATIONS
FOR STORMWATER IMPACT FEE STUDY UPDATE
1 - GENERAL INFORMATION
1.1 Pursuant to the authority granted to it under MCA 7-5-4301(2)(a)., the City of Kalispell seeks
to procure a qualified professional consultant to perform services for updating the City of
Kalispell storm water impact fee study.
1.2 The Statement of Qualifications (SOQ) must be received by the City Clerk at 201 First
Avenue East, Kalispell, Montana, by 5:00 p.m. local time, January 22, 2016.
1.3 Questions pertaining to the selection process should be directed to Susie Turner, Public
Works Director, at 758-7852 or stunner@kalispell.com.
1.4 The City of Kalispell shall not be held responsible for any oral instructions. Any changes to
this Request for Qualifications (RFQ) will be in the form of an addendum, which will be
furnished to all registered RFQ holders.
1.5 The City of Kalispell reserves the right to reject any or all SOQs, to waive any informality or
irregularity in any SOQ received, and to be the sole judge of the merits of the respective SOQs
received.
1.6 There will be no pre -submittal conference for the submittal. Staff will be available to
respond to individual inquiries regarding the scope of service. Please contact Susie Turner at
406-758-7852 or sturner o kalispell.com, for questions or reference materials.
1.7 The Service Provider will be selected on the basis of demonstrated competence and
qualification for the type of services required, and thereafter the City will negotiate the services
agreement with what it deems to be the most qualified company.
2 - ANTICIPATED SCOPE OF WORK
After being selected, the Professional Service Provider will execute a services agreement with
the City to provide the scope of work set forth below. The Professional Service Provider and the
City shall negotiate the exact scope of practice after selection.
2.1 Storm Water Impact Fee Study Update
2.1.1 Background and Description:
The current storm water impact fee is based on the 2006 Impact Fee Final Report that was
adopted by City Council as Resolution No. 5151 on October 2, 2006. The City is required to
periodically update the existing cost -based storm impact fee to reflect current conditions and
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ensure the fee is in accordance with the current Montana Code Annotated. In 2010, a storm water
impact fee update report was developed and reviewed for consideration by the Impact Fee
Advisory Committee. No adjustments were made to the impact fee from the 2010 report. Both
reports can be provided by the city for reference. Please contact Susie Turner at 406-758-7852 or
stumer@kalispell.com.
2.1.2 Required Services
The services to be provided shall include, but are not necessarily limited to:
1. Data review, assessment and collection: Review Kalispell existing data and reports,
assess and accumulate the necessary data to conduct the impact fee analysis and perform
the update.
2. Development of impact Fees: Update the storm water impact fee studies for impositions
on new development that are cost based, fair, equitable and defensible.
3. Update the information provided in the impact fee report with the following information:
a. Change to the Kalispell Growth Policy: On March 7, 2011, City Council adopted
an annexation policy that significantly revised the previous annexation policy
boundary.
b. Projected Population Growth Rate: This report uses a population growth rate of
2.00% as projected by the 2011 Kalispell Growth Policy Update.
c. Updated Capital Improvement Plan.
4. Report Documentation: Provide a well -written report to summarize the findings,
conclusion and recommendation of the impact fee study.
5. Meeting and presentations: Provide for meeting and public presentation of the findings,
results and recommendation of the impact fee study.
3 - STATEMENT OF QUALIFICATIONS SELECTION CRITERIA
3.1 The Professional Service Provider will be selected through a qualification -based selection
process. Firms interested in providing requested scope of services to the City of Kalispell must
submit a Statement of Qualifications (SOQ) that addresses the following evaluation criteria.
Applicants are encouraged to organize their submissions in such a way as to follow the general
evaluation criteria listed below. Information included within the SOQ may be used to evaluate
your firm as part of any criteria regardless of where that information is found within the SOQ.
Information obtained from the SOQ and from any other relevant source may be used in the
evaluation and selection process.
3.2 Cover Letter (I -page) containing at a minimum: Company name, contact name, address, fax
number, and email address.
3.3 Qualifications Criteria
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3.3.1 General Information
a. Description of company
b. Lead firm's primary and secondary contact information
c. Legal company organization; organization chart with names
d. List of applicable Montana licenses
3.3.2 Relevant Company Experience (40 points)
a. Describe the firm's experience with similar professional services for Storm Water
impact fee development and reports. For each service provide the following
information:
1. Development and implementation of storm water impact fees, including
approach to data assessment, development, reports and presentation to
committees.
2. Ability to maintain and meet schedule established in a professional contract
(include data on proposed work completion dates and actual timeline
achievements).
3. Key project staff members still with the firm and their project role.
4. Statement of experience with the following:
i. Storm Water impact fee development methods
ii. Successful implementations, on budget and meeting time lines
5. List and briefly describe the professional services the company provides to 3
other jurisdictions and the length of time the services have been provided.
6. A minimum of three referrals and references from other municipalities or
local governments.
3.3.3 Company Qualifications (10 points)
a. Describe the company's history in the industry. Provide resumes of key personnel in
Appendix A.
b. Briefly describe certifications and licensure held by the company in the state of
Montana.
3.3.4 Contract Understanding and Approach (20 points)
a. Describe your understanding of the current needs of the City of Kalispell for the
professional services being requested.
b. Identify and discuss any potential difficult issues your company may face in
providing services for the City of Kalispell.
c. Identify and discuss methods to mitigate these difficulties.
3.3.5 Approach to Contract Management (20 points)
a. Present a brief description of how the firm intends to organize and conduct the
project.
b. Describe your company's approach in initiating and establishing the service that meet
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the needs and requirements of the City.
c. A narrative outlining a proposed scope of work that includes description of each task
and work product, and a concise explanation of the firm's approach to accomplishing
the tasks.
d. Describe a proposed time schedule of work with key milestones and product
deliveries. Firm's record of commitment to schedule as demonstrated on past
projects.
e. Applicant's capacity and intent to proceed without delay if selected for this contract.
3.3.6 Other Factors (10 points)
a. Current contracts and ability to proceed promptly.
b. Relevant factors impacting the quality and value of service.
c. Firm's record of commitment to budget as demonstrated on past projects.
4 - SUBMITTAL REQUIREMENTS
4.1 The SOQ shall include a one -page cover letter plus a maximum of fifteen (10) pages to
address the SOQ criteria specified in Section 3 (excluding resumes). Table of Contents and
section divider pages do not count towards the total page count.
4.2 Five copies of the Statement of Qualifications must be submitted to the City Clerk at 201
First Avenue East, Kalispell, Montana, by 5:00 p.m. local time, January 22, 2016.
4.3 Failure to comply with the following criteria may be grounds for disqualifications:
1. Receipt of submittal by the specified cut-off date and time.
2. The number of originals and/or copies of the submittal specified.
3. Adherence to maximum page requirements.
4.4 Adherence to the maximum page criteria is critical; each page side (maximum 8 1/2" x 11")
with criteria information will be counted. Pages that have photos, charts and graphs will be
counted towards the maximum number of pages.
4.5 Faxed materials will not be considered.
5 - SELECTION PROCESS AND SCHEDULE
5.1 A 5-member Project Evaluation Committee will evaluate each Statement of Qualifications
(SOQ) according to the above criteria, as well as past performance evaluations, and select up to
three finalists that will be Short Listed for the contract. The Evaluation Committee will evaluate
the short list and select the top qualified firm. If more information is required to select the top
qualified firm, the short list firms will meet with the Project Evaluation Committee for
interviews. The purpose of the interview will be to expand on the information provided in the
SOQ, not to repeat information already provided. Those firms selected for the Short List will be
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provided additional instruction by the City. Those firms not selected for further consideration
will be notified.
5.2 The following tentative schedule has been prepared for this project. Firms interested in this
project must be available on the interview meeting date.
SOQ due: January 22, 2016 at 5:00 p.m.
Firms notified for interview: TBD
Interviews: TBD
5.3 Following the evaluation and interviews (if needed), the Project Evaluation Committee will
determine a ranking for each Short List firm based on the published criteria in 3.3 of this RFQ.
Consideration will be given to both the written Statement of Qualifications and any oral
presentations or interviews. No other factors or criteria will be used in the qualification ranking.
5.4 The highest ranked firm will be recommended to the City Manager and City Council for
contract award.
5.5 Requests for debriefings or selection decisions shall be made in writing to the City. All
information submitted by firms and related Project Evaluation Committee evaluations and
rankings shall be considered confidential until after contract execution and award by the City
Council.
5.6 The City will enter into negotiations with the selected firm and execute a contract upon
completion of negotiations for the professional services for City Council approval. Contract
negotiations will include, but not necessarily be limited to the following elements: scope of
work, project timetable, products of work, and fees. If the City is unsuccessful in negotiating a
contract with the highest ranked team, the City may then negotiate with the second or third
highest ranked team until a contract is executed. If the list of preferred design firms is exhausted
without a contract being awarded, the City may decide to terminate the selection process or re -
advertise.
5.7 The City will not reimburse any cost associated with the preparation, submittal, or
presentation of any Statement of Qualification. Consultant design firms are advised that in
accordance with Montana law, any information submitted may be subject to public inspection.
Firms are further advised that, while the City is constrained by budget for this work, the City
does not consider cost proposals or estimates of fee in its evaluation of qualifications.
Publication Dates: December 13, 2015
January 10, 2016
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