17-Evaluation Factors Impact Fees Services.pdf

TOWN OF PALM BEACH

RFP No. 2026-003 Impact and Mobility Fee

EVALUATION FACTORS

EXPERIENCE OF FIRM / PAST PERFORMANCE (20 POINTS)

Transmittal Letter:

A Transmittal and Introduction Letter should introduce the company, including the corporate name (if applicable), address and telephone number of the principal office, number of years in business, and size of staff. Include a reproduction of the Corporate Charter Registration, if applicable.

The letter must briefly and concisely summarize the Proposer’s understanding of the scope of work, commitment to completing the work within the anticipated time period, an explanation of why the firm is best qualified to provide the services, a statement that the proposal remains in effect for one hundred eighty (180) days, and an acknowledgment of receipt of any addenda issued by the Town. The letter must be signed by an authorized agent of the Proposer, indicating the agent’s title or authority.

Firm Composition, Qualifications, and Background:

This section should include the name and type of firm or organization (corporation, partnership, joint venture, etc.) serving as the Applicant Firm and identify the single entity responsible for the Project. Provide the history, ownership, organization, and background of the Applicant Firm. If the Applicant Firm is a joint venture, provide the required information for each member and include details of the joint venture’s organizational structure.

Include a general description of the services offered by the firm, the location of main and branch offices, number of years in business, number of employees per department, and the office location from which this work will be performed.

The firm should demonstrate how it collaborates with municipal clients and manages information exchange related to project requirements.

Provide examples of projects similar to the scope of work and indicate how many such projects were completed within the last five (5) years.

List all completed and active projects the Vendor has managed in the past five years. In addition, list projected projects for which a contract has been awarded but a Notice to Proceed has not yet been issued. Identify any projects performed concurrently and describe the Vendor’s approach to managing multiple assignments. If challenges were encountered or are anticipated, describe how the Vendor addressed or will address them.

Provide a minimum of five (5) client references for which similar services were provided, including:

• Client name and address

• Nature of the firm’s contract

• Owner’s representative name, address, and phone number

• Contract start and end dates

• Scope or nature of the contract

• Current status of the contract

EXPERIENCE / ABILITY OF PERSONNEL (30 POINTS)

Attach the following:

• Organizational Chart

• Management Credentials

• Project Personnel Credentials

• Sub-consultant Credentials

Staff Qualifications:

This section should present the capabilities of the staff assigned to the project and demonstrate that the firm has sufficient depth to support the work. Highlight management, technical, and support staff experience in planning and zoning, impact fee techniques, and future growth projection.

The Town requires that individuals identified as the Project Team in the RFP response be the individuals who will perform the project. Applicant Firm acknowledges that its key staff and sub-consultants listed in the RFP form part of the basis for selection and that changes to key personnel or sub-consultants are not permitted without Town approval.

Provide a brief resume for each key individual assigned to the project, including:

• Name and title

• Percentage of time assigned to the project

• Years with the firm

• Years with other firms

• Relevant project experience and role

• Education

• Professional registrations

• Other relevant qualifications

Project Organization Chart:

Provide a chart showing the project organization, including sub-consultants and individuals in key positions. Attach evidence of required licenses and certifications.

Sub-Consultants:

Provide names and experience of all proposed sub-consultants.

WORKLOAD, TECHNICAL APPROACH, AND SCHEDULING (25 POINTS)

• Overall workload of the company

• Demonstrated experience managing multiple task contracts

• Technical approach for municipal impact fee services

• Ability to schedule and complete work on time

Approach to Scope of Services:

Describe the firm's approach to executing the services outlined in the Scope of Services.

Include the firm’s current workload and demonstrate capacity to perform the project and complete it within the required timeframe. Address all topics listed in the Scope of Services.

Variations / Exceptions:

Provide a list of any services not included in the firm’s proposal, as well as exceptions or variations to any section of the RFP, with explanations.

FINANCIAL / OTHER (5 POINTS)

Provide evidence of the firm's financial stability and resources available to complete the project, including bonding capacity. Include one year of audited or CPA-reviewed financial statements, including a balance sheet and income statement showing:

1. Current assets

2. Net fixed assets

3. Other assets

4. Current liabilities

5. Long-term liabilities

6. Name of the firm that prepared the financial statement and date of preparation

Also include:

• Evidence of insurance and bonding capability

• Description of past and pending litigation or disputes and their resolutions

• Value of all currently awarded contracts

Litigation Statement:

Include a statement indicating whether the firm has had any litigation or regulatory action filed against it within the last three (3) years. If yes, describe the action, the court or agency, case or file number, and the status or outcome. Include litigation involving any team member.

Note: The Town may request a Dun & Bradstreet report from all short‑listed firms.

PRICE PROPOSAL (20 POINTS)

Please enter your total project amount in the bid tabulation. The system will automatically calculate the price score, awarding the most points to the lowest-priced proposal and prorating points for all others.

In a separate section, please upload a complete cost breakdown explaining how you arrived at your total amount. Additionally, please provide your company’s labor rates, which may be used for future services if needed. The awarded firm must hold these rates for at least 12 months from the award date.