Agenda - 03-01-2005-9b - Laserfiche WebLink

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firms, Five firms subsequently submitted proposals, Each firm was independently rated on the following criteria by the evaluation team: 1, Project interest and understanding, 2, The firm's history and experience with similar projects, 3. The firm's ability and expertise, 4. The abilities of key personnel assigned to the project, 5. Knowledge of local planning constraints and real estate economics, and 6, Technical and analytic abilities. Cost figures were not a part of the evaluation process. Results were tabulated and the top three firms were invited for interviews, Those firms were Clarion and Associates, the Freilich, Leitner and Carlisle group, and the Louis Berger/UNC-Charlotte Urban Institute group, References were also contacted for all three firms. After the interview process, two firms -- the Freilich, Leitner & Carlisle group and the Louis Berger/UNC-Charlotte Urban Institute group -- were identified as being capable of meeting the County s needs. Each firm was asked to provide costs associated with the three phases, The work group then voted to recommend the team of UNCC and The Berger Group to conduct phases one and two, During its review, the work group invited written proposals from the three semi-finalist firms. After opting to further negotiate with the two finalists, specific questions were posed to each. A copy of the Louis Berger /University of North Carolina -Charlotte Urban Institute group's work plan (scope of services) is attached (Appendix I). A timeline of key events during this evaluation process include the following dates for the events previously described: • June 23 - BOCC authorizes staff to issue the RFQ to professional planning consultants for the development of a countywide TDR program. • July 6 -Orange County TDR RFO posted on APA and North Carolina Chapter of APA websites, • .luly 19 -Deadline for respondent questions. August 2 -Orange County field totar for interested firms. • August 13 -Deadline for RFQ responses. Five were received, including: o Robert J. Goldstein o Freilich, Leitner, & Carlisle/.lames Nicholas/Jordan, .Jones & Golding o Louis Berger/University of North Carolina at Charlotte -Urban Institute o Clarion & Associates o The American Farmland Trust • August --Work group met to evaluate responses. Three (Freilich, Louis Berger, and Clarion) are invited to interviews. • September 8 to 13 -Interviews at the Governmental Service Center. • October 13 -Finalists (Freilich, Leitner & Carlisle group and Louis Berger /University of North Carolina -Charlotte Urban Institute) are selected and additional questions are sent to each. • November 1 -All answers are evaluated. In conclusion, the work group recommends to the BOCC that the County enter into negotiations with the Louis Berger /University of North Carolina at Charlotte -Urban Institute group to