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Agenda Item 10B Atlantic Beach 2030 A Community Visioning ProcessLong Range Community Plan for The City of Atlantic Beach, Florida Request for Proposal PURPOSE The Atlantic Beach City Commission invites consultant proposals to conduct develop a citywide Visioning - rocessLong Range Community Plan with extensive citizen outreach and public participation. The purpose is to select a consultant team to assist in developing a collective Vision Long Range Community Plan for the City of Atlantic Beach 2030. The project also entails a public outreach component in order to educate and promote a good understanding of the future vision community plan for the City of Atlantic Beach as guided by the Comprehensive Plan and other planning initiatives, and to gain support and consensus for this Nxisionplan. This will be accomplished by developing an outreach program that conveys depicts the collective vision Long Range Community Plan for future growth and development in everyday language and various marketing media. Meetings with various stakeholders and the public will be held to solicit input. BACKGROUND The City of Atlantic Beach is a bedroom community located east of the Intracoastal Waterway on a barrier island. Atlantic Beach, Florida refused to lose its independence when the Jacksonville consolidated with Duval County. Atlantic Beach considered itself unique and special place. Nice houses —some quite old, some very new, some quaint, some plain, some fancy and condos and a few apartments populate the city. Its businesses are located westeastward from the ocean to the Intracoastal Waterway along Atlantic Boulevard, its southern boundary, and a block or so to the north and along Mayport Road to the west. Naval Station Mayport, the village of Mayport, and Hanna Park on the St. Johns River border it on the north. The essentially residential city of Neptune Beach is on its southern boundary. Within the City of Atlantic Beach's strong tradition of quality planning, the City Commission has identified as a top priority the need to engage the community in identifying Atlantic Beach's community values and to articulate Atlantic Beach's community Vision Long Range Community Plan. And in that effort, finds community input critical to develop a collective understanding for the future needs of Atlantic Beach. PROJECT DESCRIPTION City ofAtlantic Beach July 18, 2012 Overview The City of Atlantic Beach intends to complete a ' long range planning process with an anticipated timeline of 6 to 8 months. The process will include extensive, diverse and effective ways to engage the public and other key stakeholders within the community. The intended outcomes include identifying and analyzing emerging trends and community issues, articulating core community values, creating a Vision Statemcntlong range community plan and developing Vision Action Plan items based on the community's core values and visionideaologies. These activities include compilation of diverse demographic data and review of recent community surveys to identify on -going and emerging issues, trends and values, and providing key findings. These are illustrative examples; other possibilities may be developed through the proposal review and refinement process. While we have specific outcome needs, as identified in the City's strategic planning sessions, we welcome input and proposals from consultants on how best to proceed. The City is looking for a consultant team, each of whom has demonstrated sufficient experience to work quickly in a collaborative framework with other team members, the public, appointed ' : • ::. : -- - - .- - , - lected officials and City staff. The visioning planning process must include extensive and sustained public involvement activities, including innovative outreach efforts through various approaches toward the goal of engaging a broad and deep cross section of the community. The City of Atlantic Beach is looking for a blend of involvement and collaborative approaches, as outlined by the International Association for Public Participation's Public Participation Spectrum, and seeks to engage those that may not have been engaged in civic or community dialogue. This approach is modeled on decision - makers and other key players in partnership with the public in creating alternatives and solutions. Such approaches should may include, for example, workshops, citizen polling, consensus - building, participatory decision - making, focus groups, personal interviews and engagement at community events, opinion surveys, mailings, media coverage, city -wide newsletter updates, interactive use of a project Web site, town hall meetings, and other techniques. Topic or Target Areas Guiding Objectives Desired Outcomes / Final Products Community Values Identify City of Atlantic Beach Distill & articulate City of core values Atlantic Beach's core values (Core Values Statement) Land Use / Physical Features Fully engage the community A Vision—Statement--Long Range Plan Internal View — "Inside Out" Identify emerging trends, An Action Plan opportunities Public Participation Identify ways to implement the Strengthen & enhance the City vision plan of Atlantic Beach as a proactive, strategic community Effective Structure Inform citizens and decision- Method to revisit & update the makers Long Range and Action Plan Vision and Vision Action Plan Page 1 2 Atlantic Beach -Visioning-Community Plan Request for Proposal City of Atlantic Beach July 18, 2012 Project manager for this RFP is Lesley Resnick, Redevelopment and Zoning Coordinator, City of Atlantic Beach. 800 Seminole Road, Atlantic Beach, Florida 32233. Explanations desired by the submitter(s) regarding the meaning of interpretation of the RFP must be submitted to and obtained from the contact person in writing. Fax: (904) 247 -5845 Email: lresnick@coab.us. A City Advisory Board will be established to oversee the project. Recruitment will be broad every interest group in the City. Thc committee docs not have a specific size limit; however it will consist of at least: two or three of the seven City of Atlantic B ach Community Development Board members, two or three business / employer representatives and four or five citizens, ch representing a different and unique ar a within the City of Atlantic Beach's population. Thc City of Atlantic Beach is not opposed to utilizing additional committees and will develop additional committee(s) as agreed up by the City Advisory Board, Project Manager and the Consultant. Project Budget It is the intention of the City of Atlantic Beach to be fiscally responsible during the visioning planning process. Subsequently, the City of Atlantic Beach wishes to work with the Consultant in a manner that will allow the designed scope of work to be completed within a cost structure that the City finds acceptable. Consultants may propose additive alternatives to the Scope of Work that they believe would significantly improve the project's outcomes. In addition, the City is looking for cost - saving measures throughout the process. Consultants are encouraged to submit suggestions for cost savings and other ways of promoting cost - efficiency, and to highlight any tradeoffs inherent in the suggested alternatives. Both the core proposal and any additive alternatives should include a clear description of the work, reasoning for consideration, and a fee proposal. Partnership Opportunities — Lead Consultant — The City recognizes that our needs in this project may require the services of experts with specific skills or from various disciplines. For example, these could include project management, public involvement, meeting facilitation, community outreach, visioning, land use and transportation planning. To that end we anticipate possible partnerships among consultants. It is important that a lead consultant be identified and all participating consultants and team members be identified in the consultant proposal. TIMELINE — Submission Respondents should review and become familiar with the event timeline. The dates and times of each activity within the timeline may be subject to change. It is the responsibility of the Respondent to check for any changes. Please provide five (5) hard copies of your response. Date Time " ; ... Issue Request for Proposal 00/00/2012 Notice of Intent to Respond (email to Lesley Resnick) 00/00/2012 Deadline for Questions in writing to Lesley Resnick 00/00/2012 5pm Page 1 3 Atlantic Beach - Visionkig-Community Plan Request for Proposal City ofAtlantic Beach July 18, 2012 Proposal Due Date and Time 00/00/2012 4 pm Approval and Selection TBD TBD Effective Date of Contract TBD TBD SCOPE OF WORK In addition to the items listed below, it is important that the firm selected to work remain cognizant of the need for the project to establish and sustain credibility with citizens and decision - makers. It is also essential that the selected firm have the ability to: • Prioritize, through community involvement and input, the citizen's goals and prcfcrcdpreferred outcomes; • Formulate a ranking system which differentiates short-term and long -term goals and to which goals the citizens are willing to commit resources including funding to initially; • Develop customized strategies that will be effective within the political and social context; • Link the process and outcomes with current and upcoming planning efforts and decision - making processes within Atlantic Beach and in its relationships to neighboring jurisdictions, the region and the State; • Effectively carry out a variety of public outreach methods and activities; • Use a variety of media, activities and methods to capture, focus and engage citizens, decision makers and other key players; and • Develop and manage the process to achieve outcomes perceived as balanced and authentic by as many community stakeholders as possible. At this time, the City of Atlantic Beach does not have a specific outline of tasks or project management structure for this project. However, it is expected that the work will be approached as a collaborative partnership between community members, elected officials and City Staff, with the consultant(s) taking the lead on project management, task implementation and follow - through. The firm selected to work on the project will be expected to produce the following products and outcomes, and provide the following services. • Effective Collaboration and Project Management. Work closely with City staff in producing final products and in accomplishing project objectives and outcomes. Assist City staff in supporting the City Advisory Committee. This would include: attend meetings, develop materials and make presentations when necessary, produce reports and other documents of key activities and findings and produce final project documents and accompanying informational materials. Design, manage and implement public involvement and outreach strategies, and revise these if necessary to meet project objectives and achieve the desired outcomes. Work with City staff, City Advisory Committee and other key players to develop key messages, implement media - related strategies, and refine or reframe those if necessary. Advise City staff, decision - makers and other key players regarding media relations and other key activities. Provide other consulting services relating to the Scope of Work such as meeting facilitation and management, technical analysis and synthesizing of information. Page 14 Atlantic Beach Visioning Community Plan Request for Proposal City of Atlantic Beach July 18, 2012 Lesley Resnick will serve as the City's Project Manager (PM) The City Advisory Ceminittee --will provide both technical and policy guidance as the Vision planning process proceeds and address any necessary modifications required to make the process more effective. The committee will meet regularly to review progress of the contract and discuss any issues that may arise. At a minimum, thc Advisory Committee will meet monthly to review progress. Additional mcctings may be required at kcy points in thc process. • Develop a Communications Plan that can be linked with public outreach and the project's outcomes and that involves key players that encompasses the entire process. This would include marketing and other methods of publicity, media relations, using project branding, and creating key messages to increase recognition, build credibility and deepen understanding of the process, its objectives and outcomes within the community. Such approaches would include use of media to deliver information to a diverse community in a variety of ways. • Develop an Outreach Plan to engage, involve and collaborate directly with the public, and other community stakeholders throughout the process. This would include innovative or other effective ways to engage citizens that do not normally participate. Activities could include (but not limited to) facilitated meetings, citizen polling, focus groups, consensus - building activities, outreach at larger community events, engagement at community meetings and use of the web and other media. • • Analysis and Findings. Compile and analyze relevant data, identify and evaluate issues, values and concerns held by the community. Identify current, emerging and projected trends (internal and external) and evaluate the potential impacts, constraints and opportunities. • • Prioritization. Based on community input, develop a table or ranking structure for both short-term and long -term goals indicating which are the highest priority goals, and to what extent citizens are willing to fund recommend City Commission fund achicvment those goals_ • Identify The City of Atlantic Beach's Core Community Values. A "core values" statement would be one of the intended outcomes of the Communications and Outreach Plans. This piece should include an accompanying discussion explaining its development and other relevant information that can serve to deepen understanding and create lasting community value. • Development of a Long Range Community Plan. Based upon the Core Values Statement, this may include development of one or more alternative scenarios that are then explored. The intended outcomes are a preferred future scenario and accompanying Vision- Community Goals Statement. The Vision Community Goals Page 1 5 Atlantic Beach -a aning`Community Plan Request for Proposal City ofAtlantic Beach July 18, 2012 Statement could include two or more specific themes that could be linked to the Vision Action Plan. • Development of a Vision Action Plan that includes goals, strategies to achieve those goals, and specific action items that carry out the strategies. This Plan should be logically structured to include, at a minimum, clearly defined roles, identification of implementers and potential partners, timeframes and priorities. • Recommended mechanism(s) and timeframe(s) for revisiting the process to update the Vision and the Vision Long Range Plan and Action Plan. In addition to the items listed above, data, analysis, multi -media materials, master copies of final products and all other relevant documentation would be provided to the City in compatible formats as approved by the PM for the project files. INFORMATION TO BE SUBMITTED To be considered, a completed proposal must respond to each of the items in the scope of work described above and include all of the items in this section, listed below. The proposal shall be limited to 25 pages (excluding covers and blank dividers). Maps, resumes, or professional references may accompany any proposals as attached appendices and will not be counted as part of the maximum 25 -page limit. At minimum, the proposal should have the following sections and information: 1. Cover Letter: Provide, name, address, phone, e-mail, FAX, federal tax identification number, statement of ability to complete the project given current workload, cite any conflicts of interest, and a 90 -day guarantee on proposal terms. 2. Project Team and Qualifications: A description of the principal firm, type of firm, its qualifications and relevant project experience, and the qualifications and proposed work assignments and roles of all sub - consultants and their relevant project experience. This shall include identification of main individuals to work with the COAB. Include a description of experience of those individuals in working effectively with the general public, special interest groups, specific target groups and/or other community organizations. Include an organizational chart illustrating key personnel, their project assignments, and management flow. 3. References: Provide a detailed description of from at least (3) comparable projects (similar in scope of services to those requested herein and in community demographic and composition) which the firm has either ongoing or has completed within the past five years. Please specify whether each project is completed or ongoing. The description should identify for each project: (i) the client; (ii) description of work; (iii) duration of project; and (iv) contact person and phone number for reference. Page 1 6 Atlantic Beach aVisioning Community Plan Request for Proposal City ofAtlantic Beach July 18, 2012 4. Approach: Provide a statement of understanding, outline of work plan, and approach to the project, including major milestones and detailed timeline /schedule that provides for completion of all work by March 30, 2013. The visioning planning process must include a variety of interactive public involvement. Those submitting proposals are encouraged to suggest revisions to the Scope of Work of this RFP if it is felt the final product could be improved. All suggested changes should be supported with a brief written explanation. 5. Budget: Provide a not to exceed cost proposal for all work described under the Scope of Work, broken down by project component. This should include a detailed br akdown of consultant hours per task, hourly rates for all t am members (including clerical), a tasklcost matrix breaking out hourly rates and hours by employee and subcontractor per task, budget allocations for each firm, and an itemized estimate of the total reimbursable costs. Consultants are encouraged to submit suggestions for cost savings and other ways of promoting cost efficiency, and to highlight any tradeoffs inherent in the suggested alternatives. 6. Contact Person: Name, address and e-mail address, telephone, and fax number of the lead individual authorized to enter into a contractual agreement and answer questions related to the proposal. 7. Appendices: (not part of the 25 -page limit): Resumes of key consultant staff members and firm references (name, organization, phone number) for each firm (minimum 3 references per firm). OTHER REQUIREMENTS Waiver/Rejection of Proposals All proposals will be considered. However, the City reserves the right to waive formalities or informalities in proposals, to reject, with or without cause, any or all proposals or portions of proposals, or to negotiate or not negotiate with individual proposers, or to accept any proposal(s) or portions of proposals seemed to be in the best interest(s) of the City. Contract The City intends to negotiate and enter into a contractual agreement upon selection of the broker /consultant. This contract will include the broker /consultant compensation arrangement which will be based on standard industry commission percentages or equivalent compensation structures. Public Record and Proposal Contents Upon award recommendation or ten (10) days after opening, whichever occurs first, proposals become "public records" and shall be subject to public disclosure consistent with Chapter 119 Florida Statutes. If required, Proposers must invoke the exemptions to disclosure provided by law in their response to this RFP, and must identify the data or other materials to be protected, and must state the specific reasons such material in exempt from release under the Florida Public Page 1 7 Atlantic Beach -Visioning-Community Plan Request for Proposal City ofAtlantic Beach July 18, 2012 Records Act. All material submitted becomes the property of the City of Atlantic Beach. Selection or rejection of the proposal does not affect this right. Public Entity Crimes A person or affiliate who has been placed on the convicted vendor list following a conviction for a public entity crime may not submit a proposal on a contract to provide services to a public entity, may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a contract with any public entity, and may not transact business with any public entity in excess of the threshold amount provided in Section 287.017 for Category Two for a period of 36 months from the date of being placed on the convicted vendor list. Conflict Of Interest The award of contract is subject to the provisions of Chapter 112, Florida Statutes. All proposals shall disclose the name of any officer, director or agent who is also an employee of the City. Further, all proposals shall disclose the name of any City employee who owns, directly or indirectly, an interest of five per cent or more in the proposer's firm or any of its branches. Failure to make such disclosure in the proposal may be cause for proposal disqualification as non - responsive. Drug - Free Workplace Statement Preference shall be given to businesses with drug -free workplace programs. Whenever two or more proposals that are equal with respect to price, quality, and service are received by the City a proposal received from a business that certifies that it has implemented a drug -free workplace program shall be given preference in the award process. Established procedures for processing the proposals will be followed if none of the tied proposers have a drug -free workplace program. Lobbying Prohibited Please note that to assure proper and fair evaluation of proposals; proposers are not to contact any of the City Commission members or City personnel. Any and all questions from a proposer should be directed to Redevelopment and Zoning Coordinator, Lesley Resnick via email: lresnick @coab.us, or fax (904) 247 -5845. Communication between a proposer and the City will only be initiated by the appropriate City official, Redevelopment and Zoning Coordinator, Lesley Resnick, in order to obtain or clarify information to develop a proper and accurate evaluation of the proposal. Ex parte communication may be grounds for disqualifying the offending proposer from consideration. Rights and Privileges Rights and privileges granted by the City shall not be assigned or transferred in any manner whatsoever without written approval of the City. At all times during the term of the contract, the Contractor shall act as an independent contractor and at no time shall the Contractor be considered an employee, agent or partner of the City. The Contractor shall obtain and pay for all permits, licenses, Federal, State and Local taxes chargeable to its operation. Page 1 8 Atlantic Beach Visioning Community Plan Request for Proposal City ofAdantic Beach July 18, 2012 No Collusion Clause By offering a submission to this RFP, the proposer certifies the proposer has not divulged to, discussed or compared his/her competitive proposal with other proposers and has not colluded with any other proposers or parties to this competitive proposal whatsoever. Also, the proposer certifies, and in the case of a joint competitive proposal each party thereto certifies as to its own organization, that in connection with the competitive proposal: • Any prices and/or cost data submitted have been arrived at independently, without consultation, communication, or agreement, for the purpose of restricting competition, as to any matter relating to such prices and/or cost data, with any other proposer or with any competitor; • Any prices and/or cost data quoted for this competitive proposal have not been knowingly disclosed by the competitive proposer and will not knowingly be disclosed by the proposer, directly or indirectly to any other proposer or to any competitor, prior to the scheduled award of the contract; • No attempt has been made or will be made by the proposer to induce any other person or firm to submit or not to submit a competitive proposal for the purpose of restricting competition; • The only person or persons interested in this competitive proposal, principal, or principals is /are named therein and that no person other than therein mentioned has any interest in this competitive proposal or in the Agreement to be entered into. Non - Warranty of Specifications Due care and diligence have been exercised in the preparation of this RFP and all information contained herein is believed to be substantially correct. However, the responsibility for determining the full extent of the exposures to risk and verification of all information herein shall rest solely with the proposers. Neither the City nor its representatives shall be responsible for any error or omission in this RFP, nor for the failure on the part of the proposer to determine the full extent of the exposures. Insurance The consultant(s) shall procure and maintain during the term of the continuing contract, insurance of the types and in the minimum amounts stated below. Coverage Schedule Minimums A. Workers' Compensation Florida $100,000 — each accident Statutory Coverage and Employer's $100,000 — each employee Liability (including Appropriate $500,000 — policy limit for disease Federal Acts) B. Comprehensive General Liability $1,000,000 — bodily injury each occurrence $1,000,000 — bodily injury aggregate $1,000,000 — property damage each occurrence $1,000,000 — property damage aggregate Page 1 9 Atlantic Beach-Visioning-Community Plan Request for Proposal City ofAtlantic Beach July 18, 2012 C. Products — Completed Operations $1,000,000 — aggregate D. Business Auto Liability Same as Comprehensive General Liability (All autos — owned, hired or used) E. Professional Liability Same as Comprehensive General Liability F. Excess or Umbrella Liability Optional Licenses Proposers must be fully licensed and certified in the State of Florida at the time of RFP submittal. SELECTION PROCESS The City will conduct a fair and impartial process for the selection of a contractor for this project. Consultant selection shall be in accordance with this request for proposals. The evaluation process shall determine qualifications, interest and availability. City staff will first review all written responses. This review will result in a ranked list of fully qualified respondents. Consultant's representing the top ranked proposals will be invited to make a presentation. The City Manager, based evaluation of written responses and presentations, shall make a final recommendation to City Commission of which consultants to interview. The Atlantic Beach City Commission will make the final determination. An agreement will be developed for signatures upon approval of the City Commission. Evaluation Criteria The evaluation of proposals and selection of a qualified consulting team by the City will be based on the following: • Project Understanding A clear understanding of the nature and objectives of the project, and the types of services needed to meet those objectives and successfully complete the project (15 %). • Approach(es) and Strategy(ies) Chosen to Accomplish the City's Objectives The consultant team demonstrates one or more approaches and strategies that has an effective and clear decision - making process, links all aspects of the Scope of Work, successfully integrates technical and public involvement activities, completes the project on schedule and within the project budget, offers creative, innovative and unique public involvement and outreach approaches, strategies and/or tools, and offers cost - efficiencies throughout the process (20 %). • The Consultant Team's Qualifications and Experience The consultant team has the experience, professional skills, resources and availability needed to provide the services and to undertake and complete the project successfully. Page 1 10 Atlantic Beach-Visioning-Community Plan Request for Proposal City ofAdantic Beach July 18, 2012 Provide a detailed description of comparable projects (similar in scope of services to those requested herein) which the firm has either ongoing or has completed within the past five years. Please specify whether each project is completed or ongoing. The description should identify for each project: (i) the client; (ii) description of work; (iii) duration of project; and (iv) contact person and phone number for reference (35 %). • Thoroughness and Quality of the Written and Verbal Presentation The proposal is clear and presented in a professional and understandable form. The proposal responds to the format requirements and evaluation criteria (20 %). • The Consultant's Proximity to Atlantic Beach Location of the consultant's home office (corporate headquarters) and location of the local office where the project(s) will be produced will be considered. The members of the project teams should be permanently assigned to the project office. Routine and responsive face -to -face interaction will be important in servicing the City's needs in performing this contract (10 %). Page 1 Atlantic Beach Community Plan Request for Proposal