3-DELAWARE COUNTY HOUSING STUDY AND MARKET ANALYSIS 2025-11-6.pdf

Contract #: eDPL-120425

COUNTY OF DELAWARE

GOVERNMENT CENTER BUILDING

DEPARTMENT OF CENTRAL PURCHASING

201 W. FRONT STREET

MEDIA, PENNSYLVANIA 19063

(610) 891-4427

REQUEST FOR PROPOSAL

DELAWARE COUNTY HOUSING STUDY AND MARKET

ANALYSIS

FAIR & OPEN PUBLIC SOLICITATION

SUBMISSION DEADLINE:

• DATE: DECEMBER 4, 2025

• TIME: 11:00 AM

• PLACE: PennBid (pennbid.bonfirehub.com) https://pennbid.procureware.com/home

REQUEST FOR PROPOSAL

DELAWARE COUNTY HOUSING STUDY AND MARKET ANALYSIS

The County of Delaware, Pennsylvania (the “County”) is soliciting proposals from organizations to prepare a housing study and market analysis for the County in accordance with the attached Scope of Work at a cost not to exceed $200,000. Work on this project is to be completed within 24 months and will commence upon consultant selection and subsequent execution of a contract. Attached is the information necessary for the submission of the bid proposal, the organization of the proposal, and the proposal evaluation.

RFP responses will be received virtually via PennBid (pennbid.bonfirehub.com) by the Department of Central Purchasing on December 4, 2025 at 11:00am. which time responses will be opened and read aloud for DELAWARE

COUNTY HOUSING STUDY AND MARKET ANALYSIS.

Detailed Request for Proposal is located on the PennBid (pennbid.bonfirehub.com) link which can be reviewed and/or downloaded.

Unless otherwise provided, in any supplement to these instructions to respondent, no respondent shall modify, withdraw, or cancel the proposal or any part thereof for sixty (60) days after the time designated for the receipt of proposal in the advertisement or Request for Proposal. For any questions regarding such, please contact Tyler Rodriguez, Project Manager, or Jim E. Peterson, Director of Central Purchasing at (610) 891-4496.

Jim E. Peterson Director of Central Purchasing County of Delaware

Table of Contents

1. INTRODUCTION

2. ADMINISTRATIVE CONDITIONS AND REQUIREMENTS

2.1 SCHEDULE

2.2 PROPOSAL SUBMISSION INFORMATION

2.3 USING DEPARTMENT INFORMATION

2.4 COUNTY REPRESENTATIVE FOR THIS SOLICITATION

2.5 INTERPRETATIONS AND ADDENDA

2.6 QUANTITIES OF ESTIMATE

2.7 COST LIABILITY AND ADDITIONAL COSTS

2.8 STATUTORY AND OTHER REQUIREMENTS

2.8.1 COMPLIANCE WITH LAWS

2.8.2 STOCKHOLDER DISCLOSURE

2.8.3 NON-COLLUSION AFFIDAVIT

2.8.4 INSURANCE AND INDEMNIFICATION

2.9 PUBLIC EMERGENCY

2.10 MULTIPLE PROPOSALS NOT ACCEPTED

2.11 FAILURE TO ENTER CONTRACT

2.12 COMMENCEMENT OF WORK

2.13 TERMINATION OF CONTRACT

2.14 NON-ALLOCATION OF FUNDING TERMINATION

2.15 CHALLENGE OF SPECIFICATIONS

2.16 PAYMENT

2.17 NON-PAYMENT OF PENALTIES AND INTEREST ON OVERDUE BILLS

2.18 OWNERSHIP OF MATERIAL

2.19 W-9

3. SCOPE OF WORK

3.1 INTRODUCTION

3.2 BACKGROUND

3.3 INTENT

3.4 SCOPE OF SERVICES

4. PROPOSAL/ RESPONSE REQUIREMENTS

4.1 PROPOSAL CONTENT & ORGANIZATION (REQUIRED TABS)

4.1.1 QUALIFICATION STATEMENT

Consultant Qualifications

4.1.2 KEY PERSONNEL INFORMATION

4.1.3 PROPOSAL - REQUIRED SUBMITTALS

4.1.4 GENERAL TERMS

4.1.5 LOCATION OF SERVICING OFFICE

4.2 TERMS AND CONDITIONS

4.3 COST PROPOSAL/PAYMENT STRUCTURE

4.4 ADDITIONAL DOCUMENTS TO BE SUBMITTED

5. Evaluation, Review and Selection Process

5.1 PROPOSALS TO REMAIN SUBJECT TO ACCEPTANCE

5.2 REJECTION OF PROPOSALS

5.3 EVALUATION PROCESS

5.4 EVALUATION CRITERIA

5.5 TERM OF THE CONTRACT

5.6 CONTRACT EXTENSION

5.7 NOTICE OF AWARD

ADDITIONAL DOCUMENTS TO BE SUBMITTED

CHECKLIST

ATTACHMENT A

ATTACHMENT B – Page 1

ATTACHMENT B – Page 2

ATTACHMENT C

ATTACHMENT D

ATTACHMENT E

ATTACHMENT F

ATTACHMENT G

ATTACHMENT H

ATTACHMENT I

ATTACHMENT J

ATTACHMENT K

ATTACHMENT L

ATTACHMENT N

1. INTRODUCTION

The County of Delaware (the “County”) is seeking proposals from qualified firms to provide data collection and analysis services for the DELAWARE COUNTY HOUSING STUDY AND MARKET ANALYSIS for the entirety of Delaware County.

The resulting contract will be managed by the Delaware County Planning Department (DCPD).

2. ADMINISTRATIVE CONDITIONS AND REQUIREMENTS

The following items express the administrative conditions and requirements of this RFP.

Together with the other RFP sections, they will apply to the RFP process, the subsequent contract, and project production. Any proposed change, modification, or exception to these conditions and requirements may be the basis for the County of Delaware, hereinafter referred to as owner, to determine the proposal as non-responsive to the RFP and will be a factor in the determination of an award of a contract. The contents of the proposal of the successful respondent, (hereinafter referred to as respondent or contractor) as accepted by the owner, will become part of any contract awarded as a result of this RFP.

2.1 SCHEDULE

A schedule has been established for respondent proposals, proposal review, contractor selection and project initiation. The dates established for the procurement are:

• Release of RFP: November 7, 2025

• Final Day for Bidders’ Questions: November 20, 2025

• Proposal Due Date: December 4, 2025

• Anticipated Interview Date: December 16, 2025

2.2 PROPOSAL SUBMISSION INFORMATION

All responses must be submitted/uploaded on PennBid (pennbid.bonfirehub.com). Only those RFP responses received prior to or on the submission date will be considered. Responses delivered before the submission date and time specified above may be withdrawn upon written application of the respondent who shall be required to produce evidence showing that the individual is or represents the principal or principals involved in the proposal. After the submission date and time specified above, responses must remain firm for a period of sixty

(60) days.

2.3 USING DEPARTMENT INFORMATION

Gina Burritt, Planning Department Director Rebecca Ross, Manager of Planning Services County of Delaware 2 W. Baltimore Avenue Media, PA 19063

(610) 891-5200

2.4 COUNTY REPRESENTATIVE FOR THIS SOLICITATION

Jim E. Peterson, Director of Central Purchasing Linda Ryan, Senior Administrative Assistant County of Delaware 201 W. Front Street Media, PA 19063 610-891-4496

2.5 INTERPRETATIONS AND ADDENDA

Respondents are expected to examine the RFP with care and observe all its requirements. All questions concerning the meaning or intent of this RFP, all interpretations and clarifications considered necessary by the owner’s representative in response to such comments and questions will be issued by Addenda via one or more of the following methods: PennBid; facsimile; e-mail; website; certified mail; or delivered to all parties recorded as having received the RFP package. Only comments and questions responded to by formal written (uploaded via PennBid) Addenda will be binding. Oral interpretations, statements or clarifications are without legal effect.

2.6 QUANTITIES OF ESTIMATE

Wherever the estimated quantities of work to be done are shown in any section of this RFP, including the Proposal Cost Form, they are given for use in comparing proposals. The owner especially reserves the right (except as herein otherwise specifically limited) to increase or diminish the quantities as may be deemed reasonably necessary or desirable by the owner to complete the work detailed by the contract. Such increase or diminution shall in no way violate this contract, nor shall any such increase or diminution give cause for claims or liability for damages.

2.7 COST LIABILITY AND ADDITIONAL COSTS

The owner assumes no responsibility and liability for costs incurred by the respondents prior to the issuance of an agreement. The liability of the owner shall be limited to the terms and conditions of the contract.

Respondents will assume responsibility for all costs not stated in their proposals. All unit rates either stated in the proposal or used as a basis for its pricing are required to be all-inclusive. Additional charges, unless incurred for additional work performed by request of the owner as noted in 2.6, are not to be billed and will not be paid.

2.8 STATUTORY AND OTHER REQUIREMENTS

2.8.1 COMPLIANCE WITH LAWS

Any contract entered between the contractor and the owner must be in accordance with and subject to compliance by both parties with the County of Delaware Administrative Code. The contractor must agree to comply with the non-discrimination provisions and all other laws and regulations applicable to the performance of services thereunder. The respondent shall sign and acknowledge such forms and certificates as may be required by this section.

2.8.2 STOCKHOLDER DISCLOSURE

The disclosure of ownership Form, which is part of the RFP (Appendix D) shall be properly executed and submitted with the RFP response. No corporation or partnership shall be awarded any contract for the performance of any work or the furnishing of any goods, unless, with receipt of the proposal of said corporation or partnership, there is submitted a statement setting forth the names and addresses of all stockholders in the corporation or partnership who own ten (10) percent or greater interest therein. The Respondent shall complete and submit the form of statement that is included in this RFP.

2.8.3 NON-COLLUSION AFFIDAVIT

The Non-Collusion Affidavit, which is part of this RFP (Appendix C), shall be properly executed and submitted with the RFP response.

2.8.4 INSURANCE AND INDEMNIFICATION

Before the contract is awarded, and unless otherwise approved by the County of Delaware’s (hereinafter referred to as the ‘County’) representative in writing, the Contractor/Provider shall, at its sole cost and expense, procure the following minimum types and limits of insurance, on forms reasonably acceptable to the County.

Such insurance shall be maintained in full force and effect until completion of the Services or final acceptance of the entire Project or the completion of all post-acceptance warranty or related work by Contractor/Provider, whichever is later.

2.9 PUBLIC EMERGENCY

In the event of a Public Emergency declared at the Local, State or Federal Level, if the County opts to extend terms and conditions of this RFP, the contractor agrees to extend the terms and conditions of this RFP, whether existing, expiring or expired no longer than six months, for goods and/or services for the duration of the emergency. In the event the original contractor cannot meet this requirement, the County may solicit the goods and/or services from any bidder on this contract.

2.10 MULTIPLE PROPOSALS NOT ACCEPTED

More than one proposal from an individual, a firm or partnership, a corporation or association under the same or different names shall not be considered.

2.11 FAILURE TO ENTER CONTRACT

Should the respondent, to whom the contract is awarded, fail to enter into a contract within ten (10) days, Sundays and holidays excepted, the owner may then, at its option, accept the proposal of another respondent.

2.12 COMMENCEMENT OF WORK

The contractor agrees to commence work after the date of award by the owner and upon notice from the using department.

2.13 TERMINATION OF CONTRACT

If, through any cause, the contractor shall fail to fulfill in a timely and proper manner obligations under the Contract or if the contractor violates any requirements of the Contract, the owner shall thereupon have the right to terminate the Contract by giving written notice to the contractor of such termination at least thirty (30) days prior to the proposed effective date of the termination. Such termination shall relieve the owner of any obligation for the balances to the contractor of any sum or sums set forth in the Contract.

The contractor agrees to indemnify and hold the owner harmless from any liability to subcontractors/suppliers concerning payment for work performed or goods supplied arising out of the lawful termination of the Contract by the owner under this provision.

In case of default by the contractor, the owner may procure the articles or services from other sources and hold the contractor responsible for any excess cost occasioned thereby.

2.14 NON-ALLOCATION OF FUNDING TERMINATION

Each calendar year payment obligation of the owner is conditioned upon the availability of owner funds appropriated or allocated for the payment of such an obligation. If funds are not allocated and available for the continuance of any services performed by the Contractor hereunder, whether in whole or in part, the owner at the end of any particular calendar year may terminate such services. The owner will notify the Contractor in writing immediately of any services that will be affected by a shortage of appropriated funds. This provision shall not be construed so as to permit the owner to terminate this Agreement during the term, or any service hereunder, merely in order to acquire identical services from a third-party contractor.

2.15 CHALLENGE OF SPECIFICATIONS

Any respondent who wishes to challenge a specification shall file such challenge in writing with the Director of Central Purchasing no less than three (3) business days prior to the opening of the RFP's. Challenges filed after that time shall be considered void and having no impact on the owner or the award of contract.

2.16 PAYMENT

Invoices shall specify, in detail, the period for which payment is claimed, the services performed during the prescribed period, the amount claimed and correlation between the services claimed and the Proposal Cost Form.

1. The owner may withhold all or partial payments on account of subsequently discovered evidence including but not limited to the following:

2. Deliverables not complying with the project specification.

3. Claims filed or responsible evidence indicating probability of filing claims.

4. A reasonable doubt that the Contract can be completed for the balance then unpaid.

5. Payments shall not total more than 90% of the maximum bid amount until the end of the contract period.

6. When the above grounds are removed, payment shall be made for amounts withheld because of them.

2.17 NON-PAYMENT OF PENALTIES AND INTEREST ON OVERDUE BILLS

Public funds may be used to pay only for goods delivered or services rendered. County of Delaware will not pay penalties and/or interest on overdue bills. No employee is authorized to sign a letter of credit or any other document that represents a legal commitment on the part of the County to pay additional fees.

2.18 OWNERSHIP OF MATERIAL

The owner shall retain all of its rights and interest in any and all documents and property both hard copy and digital furnished by the owner to the contractor for the purpose of assisting the contractor in the performance of this contract. All such items shall be returned immediately to the owner at the expiration or termination of the contract or completion of any related services, pursuant thereto, whichever comes first. None of the documents and/or property shall, without the written consent of the owner, be disclosed to others or used by the contractor or permitted by the contractor to be used by their parties at any time except in the performance of the resulting contract.

Ownership of all data, materials and documentation originated and prepared for the owner pursuant to this contract shall belong exclusively to the owner. All data, reports, computerized information, programs and materials related to this project shall be delivered to and become the property of the owner upon completion of the project. The contractor shall not have the right to use, sell, or disclose the total of the interim or final work products, or make available to third parties, without the prior written consent of the owner. All information supplied to the owner may be required to be provided on electronic/digital media compatible with the owner’s computer operating system.

2.19 W-9

Successful respondents shall complete W-9 Form and submit to Purchasing prior to contract award. The form is available at the following link: http://www.irs.gov/pub/irs-df/fw9.pdf http://www.irs.gov/pub/irs-df/fw9.pdf

3. SCOPE OF WORK

The following is a description of the professional design services needed, including, where appropriate, a description of tasks involved:

DELAWARE COUNTY HOUSING STUDY AND MARKET ANALYSIS

The scope of services set forth in this Request for Proposal represents an outline of the services which the County anticipates the successful proposer to perform and is presented for the primary purpose of allowing the County to compare proposals.

This Request for Proposal document presents background on the organization and its structure, the scope of work desired, timeline, and proposal requirements. The RFP will be publicly advertised and will also be forwarded to a number of agencies that have expressed interest in providing this support. Information related to this RFP is generally subject to “right-to-know” requirements under applicable laws, however the County may enter into non-disclosure agreements (NDA) as appropriate and allowable. All records and documents produced by the selected Consultant firm are the property of the County of Delaware.

3.1 INTRODUCTION

The County of Delaware, Pennsylvania (the “County”) is soliciting proposals for consultant services to assist the County in the development of a housing study and market analysis in accordance with the attached Scope of Work at a cost not to exceed $200,000. Work on this project is to be completed by January 2028 and will commence upon consultant selection and subsequent execution of a contract. Attached is the information necessary for the submission of the bid proposal, the organization of the proposal, and the proposal evaluation.

The project will include an assessment of existing housing conditions, demographic and market demands, and identify critical housing gaps and issues; it should identify any current and anticipated unmet housing needs and provide an outlook towards anticipated housing demands over the next 5 to 10 years. It will be a data driven study to identify market conditions and projected needs which will guide the County and its municipalities in decision making and policy development.

The County will hire a qualified consultant [the “Consultant”] who has experience preparing housing market analyses and collecting data on housing conditions and needs.

3.2 BACKGROUND

The County of Delaware (“County”) is the fifth most populous county in Pennsylvania. The County is governed by County Council. County Council consists of a five-member body elected to staggered four-year terms of office.

The powers and duties of Council are many and varied due to the Home Rule Charter. The Home Rule Charter gives County Council the authority to pass ordinances, resolutions, and proclamations and to provide budget and personnel to the needs of the residents as they arise. Council is responsible for adopting a budget each calendar year, raising funds through taxes or bonds for capital projects, setting payroll scales and employee size.

Delaware County is located in the southeast corner of Pennsylvania, immediately west of the City of Philadelphia. The five-county region of southeastern Pennsylvania, including Bucks, Montgomery, Chester, and Philadelphia Counties, has a combined population of more than 4 million people. According to the 2020 Census, Delaware County is home to 576,830 people. It has a land area of 183.8 square miles, making it the second smallest county in the region, after Philadelphia County, but the fourth most populous. Fourteen of Delaware County’s 49 municipalities contain census tracts that have been designated as disadvantaged under the Federal Government’s Justice40 Communities initiative, containing about 17% of the County’s population.

Residential land is distributed evenly throughout the County, excluding the airport land and large swaths of preserved open space. Based on 2015 land use data from the Delaware Valley Regional Planning Commission (DVRPC), 46% of the County’s land area is comprised of residential uses.

According to the 2020 Census, there are 229,208 housing units in Delaware County, with steady growth since 1970 despite fluctuations in population over the same time period. DVRPC population forecasts show that

Delaware County is projected to continue experiencing modest growth into the future, adding close to 10,000 residents in the next 10 years, and these residents will need to find adequate housing within the County.

Delaware County features a wide variety of housing stock. However, housing needs and conditions vary widely, with more developed portions of the County having older and smaller housing stock. Low density areas of the County struggle to balance the demand for housing with the protection of open space, and a lack of diverse housing types in these areas limit the population that is able to settle there. High demand for housing in some areas cause affordability issues, while other areas suffer from disinvestment and a loss of tax base.

The Delaware County Planning Department (“DCPD”) is responsible for planning for the housing needs of County residents. DCPD’s mission is to elevate quality of life, prosperity, and pride of place in Delaware County through innovative, sustainable, and equitable planning, and meaningful collaboration with communities, governments, and organizations.

The County is committed to the promotion of sound housing and community development through the Office of Housing and Community Development (OHCD) which is responsible for the planning, administration, and oversight of federal, state, and local resources for affordable housing. This includes producing an annual action plan as required for assistance under U.S. Department of Housing and Urban Development (HUD) funding programs. Additionally, the County adopted a Housing Component of its Countywide Comprehensive Plan in 2020 with the goals of enriching the supply and variety of quality housing stock, promoting diverse communities of character; anticipating the housing needs of future County residents of all ages, abilities, and incomes; and collaborating across organizations and municipalities to work toward common goals.

3.3 INTENT

The proposed housing study and market analysis is needed to build on the recommendations of the 2020 Delaware County Housing Plan to “establish data-based housing policy to inform funding decisions and encourage program development.” The County needs a more in-depth study of its current housing market, and the trends and forces that municipalities should be considering in the future when planning for housing. In 2023, Delaware County Council organized a Housing Working Group of housing assistance and social services agencies to identify issues and examine potential solutions to housing issues within the County including the unhoused, access to affordable rental housing, and facilitating and maintaining homeownership. This group has identified areas where a more complete inventory of current of housing stock and anticipated need in future housing supply, as well as recommendations to support meaningful policy solutions would be helpful.

Funding for the housing study and market analysis will be provided by Community Development Block Grant (CDBG). A Municipal Assistance Program (MAP) grant from the Commonwealth’s Department of Economic and Community Development (DCED) may be pursued upon selection of a consultant to further supplement the County’s funding.

The selected consultant will be one that specializes in planning and real estate market analysis. The consultant will work closely with the “Project Team” which will consist of staff from the Delaware County Planning Department and Office of Housing and Community Development, as well as stakeholders from non-profits and service providers.

3.4 SCOPE OF SERVICES

The following is a description of the professional service needed, including, where appropriate, a description of tasks involved:

COUNTY RESPONSIBILITIES

DCPD will contribute the following to the project development:

• GIS layers

• Stakeholder list (Housing Working Group)

• Previous plans, studies, and survey results (including OHCD)

• Public outreach/Stakeholder coordination as needed

CONSULTANT RESPONSIBILITIES

The selected consultant will be responsible for:

• Project Management o Kickoff meeting with project team, followed by monthly progress meetings o Two to three stakeholder group meetings o Final presentation of findings to Housing Working Group, project team, and County Council.

• Data Gathering

• Completing the scope of services as described below

Part I: Existing Conditions/Background Research – Countywide and by geographic regions

• Demographic Analysis o Population – trends, geographic differences in growth vs. loss, projections (5 to 10 years) o Age cohorts & changes o Household Composition

Single parent households People living alone 18+ living with parents o Race & ethnicity distribution and changes o Migration/immigration/mobility

• Economic Analysis o Major employers, locations, employment hubs or concentrations o Employment – occupation and sector projections o Income by sector o Household incomes o Education levels

• Land Use Analysis o Density o SALDO & Building Permit Activity o Vacant or undeveloped land o Existing zoning

Identifying areas with mixed-use, TOD overlays, or ADU ordinances o Commuting patterns

• Existing Housing Supply o Owner- and Renter- Occupied housing rates and distribution o Housing types (Single Family, Twin, Townhouse, Apartments, etc) and units in structure o Year built (housing age) o Vacancies

• Housing Affordability/Vulnerability Analysis o Cost burden analysis o Housing condition o Foreclosures o Physical accessibility o Affordable unit location and availability & housing choice voucher use (as well as use of other existing programs)

• Neighboring County Comparison o Population & projections o Employment o Housing types, tenure, age, and building activity

Part II: Housing Market Analysis

• Owner-occupied Housing Market o Single-family and multi-family home sales (single-family detached, townhome, condominium, age-restricted, etc.)

o Number of sales per year and submarket location o Median sale price and sale price per square foot o Average length on market based on Multiple Listing Service listing o Absorption rates, length of development for recently completed projects o Market locations that are under- or over-built

• Rental Housing Market Analysis o Analysis of market performance of key rental home segments (asking rent, price per square foot, vacancy, features/amenities offered) o Identification and analysis of the stock of market-rate affordable rental properties (also known as

Naturally Occurring Affordable Housing, or NOAH) within the county.

• Future Housing Demand and Gap Analysis o Determine the County’s demand for housing over the next ten years based on long-term projected growth for the County as well as county and state trends related to housing o Demonstrate ranges for scenarios based on high- to low-growth projections and high- to low-demand markets o Forecast of the quantity of units required, as well as recommendations by housing type, target age group, tenure, size, and location o Site-specific case studies and development scenarios (sites identified with assistance of DCPD) o ADU Study (find out if there is a demand)

Find out where it’s been successful/zoning needs

• Affordable Housing Needs o Fair Share Analysis by Submarket (shows room to grow multi-family housing) *mini-zoning analysis o New construction needs by AMI o Workforce housing analysis and salary levels and kinds of affordable housing o Comprehensive Overview of Income Restricted Housing County-Wide

Examining future for affordable housing/expiration

Part III: Final Documentation and Report

• Consolidate project information into a document or series of documents that summarize the data and provide appropriate analysis, recommendations, and proposed next steps

• Meeting minutes from all project team and stakeholder meetings

• GIS files developed for this project in a format usable by DCPD staff

• Electronic files of all data developed for the project

4. PROPOSAL/ RESPONSE REQUIREMENTS

The County is not establishing page limits for the proposal; responses should be simply and economically prepared and should not include extraneous marketing materials or other unrequested information. You may reference different sections of your response in order to avoid substantial duplication of requested information.

The County will receive submissions via PennBid (pennbid.bonfirehub.com) on or before 11:00 a.m., Thursday, December 4, 2025. All questions should be submitted via PennBid in the vendor “VENDOR DISCUSSIONS” section.

The submission of a proposal shall be an indication that the respondent has investigated and satisfied him/herself as to the existing conditions, and the character, quality, and scope of the work to be performed. To receive consideration, proposals shall be made in accordance with the following general instruction:

4.1 PROPOSAL CONTENT & ORGANIZATION (REQUIRED TABS)

4.1.1 QUALIFICATION STATEMENT

A statement is to be provided by the respondent who will serve as the primary contractor. The statement shall set forth brief details of the firm's principal activities, the number of personnel in the firm and the firm's location.

Please provide a list of (3) three clients for whom similar services have been provided. Include the following in your response:

Name of government agency.

Contact person's name, position, and current telephone number.

Dates, cost, and scope of service.

Status and comments

Consultant Qualifications

• Having documented experience developing housing studies and market analyses.

4.1.2 KEY PERSONNEL INFORMATION

The respondent shall provide the identity and the credentials of the principals and other key personnel working for the contractor and their areas of responsibilities.

4.1.3 PROPOSAL - REQUIRED SUBMITTALS

Letter of Transmittal Must include the following:

• Name of the company submitting the proposal.

• Statement demonstrating your understanding of the work to be performed.

• Statement confirming that the firm meets the Consultant QUALIFICATIONs (see Section 4 above).

• The firm's contact person and telephone number.

Title Page – Must include the following:

• Name of this RFP.

• Name, address, telephone number, and email of the bidder.

• Name and title of person authorized to commit the bidder to contractual arrangements.

Table of Contents Broken into section and sub-section

Profile of Firm

Must include the following:

• Statement of the firm's experience in conducting work of the nature sought by this RFP.

• Location of the firm's office, and that of all sub-consultants, that will perform the work.

• Organization chart for firm, including all sub-consultants.

• Resumes of individuals (consultants, employees) proposed to conduct the work and the specific duties of each individual in relations to the work.

• The proposal should contain a statement assuring that once management and technical staff have been assigned to the project, they will not be replaced by other personnel unless they leave the company. A statement should also be included which states that if any person originally assigned to the project is replaced, the new person, shall be equally qualified and will be subject to the approval of the County Project Manager.

• Examples of similar projects completed by the firm.

• Minimum of three (3) references of other municipal clients of the firm with contact information.

• Any other information relating to the capabilities and expertise of the firm in performing comparable work.

Methods and Procedures

Must include the following:

• Detailed description of the methods and procedures the Consultant will use to perform the work presented in the form of an ordered series of tasks to be accomplished.

Work Schedule

Must include the following:

• Time frames for each task.

• Target dates for completion of draft and final documents.

Cost

The proposal must justify the total cost based on the necessity of each line item, the quality of the product, and the level of detail.

1. The proposal must include the following items itemized for each major task:

o Hours of work and total cost.

o For each person assigned to work, the title/rank (organizational level) of the person in the organization, the hourly rate, and the number of hours to be worked.

o List of reimbursable expenses (direct costs) to be claimed.

o The itemized costs must be totaled to produce a contract price. If awarded a contract, the

Consultant is bound by this price in performing the work. The contract price may not be exceeded unless the contract is amended to allow for additional costs.

2. The Consultant's method of billing must be indicated. The preferred practice of the County is to pay consultants quarterly; however, the County will consider paying on a more frequent basis as substantial portions of the work are completed, but not more than one time per month.

4.1.4 GENERAL TERMS

Proposals

• Proposals shall be submitted prior to the deadline established in this RFP and be clearly marked "DELAWARE COUNTY

HOUSING STUDY AND MARKET ANALYSIS"

• All bidders are bound by the deadline and location requirements of this RFP. Late proposals will not be considered.

• Proposing Firms are encouraged to add to, modify or clarify any of the scope of work items it deems appropriate to illustrate that it will prepare high-quality work products at the lowest possible cost. All changes should be listed and explained.

• Bidders electing to respond to this RFP are responsible for all costs incurred in the preparation and submission of proposal; interviews; preparation of responses to questions and requests for additional information; for contract discussions; or for anything related to this RFP. The County is not liable for any costs incurred by a bidder in response to this RFP, and the bidder (including all related parties) disclaims and voluntarily and knowingly waives any and all rights to reimbursement for any such costs.

• All proposals shall first be examined for completeness in meeting the terms and conditions of this RFP. Bids that are determined to meet said requirements will be given further consideration.

• The County reserves the right to reject any and all proposals or any portion thereof and to select the bid proposal that it judges to be in the best interest of the County.

• The County reserves the right to award no contract for any project for which no proposal is evaluated as satisfactory.

• The County reserves the right to cancel or modify this RFP. There is no guarantee that the County will place the requested services under contract.

• If only one proposal is received, the County may initiate negotiations with the firm submitting the proposal or seek additional proposals on an informal or formal basis during the sixty (60) day period that proposals must remain effective.

• The contract is subject to the approval of County Council and is effective only upon their approval.

4.1.5 LOCATION OF SERVICING OFFICE

The proposal must list the location and address of the present, active office that will service and manage this contract.

4.2 TERMS AND CONDITIONS

1. The County reserves the right to reject any and all responses and to request clarification of information.

2. All responses received to this RFP become the property of the County.

3. The County may modify this RFP by the issuance of an addendum. Any addendum will be issued through

PennBid. No oral statements, explanations, or commitments will be of any effect unless incorporated into a written addendum.

4. This RFP is not subject to the competitive bidding process, and any contract entered into as a result of any response submitted will not be based on the concept of the “lowest responsible bidder.”

5. Responses may identify proprietary or confidential information for purposes of meeting an exception to the Pennsylvania Right-To-Know Law; however, the County is not bound by the identification of such information as propriety or confidential and will provide copies of materials provided hereunder in response to a right-to-know request as required by Pennsylvania law. By submitting a response, Responding Firms agree not to challenge such determination by the County.

6. The firm, including its agents and associates, shall refrain from contacting or soliciting any staff member or official of the County regarding this RFP until the time of award by County Council. Failure to comply may result in disqualification of the firm. Any questions pertaining to this RFP must be submitted via the ‘Vendor Discussions’ feature within PennBid as described above.

7. Submission of a response to the County constitutes express acceptance by the firm to be bound by all the terms, conditions, and provisions of this RFP.

8. We anticipate the term of the contract to be one year from the date of January 9, 2026, through January 9, 2028.

9. A Contract, prepared by the County and signed by County Council Chair, shall become the document that authorizes the Services to begin, assuming the insurance requirements have been met. Each section contained herein, the attachments, and any addenda and the response from the successful Proposer shall also be incorporated by reference into the resulting agreement.

10. The County reserves the right to make changes to the Services to be provided which are within the Project. No assignment, alteration, change, or modification of the terms of the Contract shall be valid unless made in writing and agreed to by both the County and the Consultant. The Consultant shall not commence any additional services or change the Scope of Services until authorized in writing by the County. Consultant shall make no claim for additional compensation in the absence of a prior written approval and amendment of the Contract executed by both the Consultant and the County. The Contract may only be amended, supplemented, or modified by a written document executed by the Consultant and the County Solicitor.

11. In accordance with the provisions and conditions of the Contract, Consultant shall freely enter into the Contract for the purpose of providing Services to the County and to be compensated for the Services.

12. No price escalation will be allowed during the initial term of the contract. If it is mutually decided to renew beyond the initial period and the Consultant requests a price increase, the Consultant shall provide sufficient written certification and documentation to substantiate the request. Documentation shall include, but not be limited to; actual materials invoices, copies of commercial price lists, provision of appropriate indices, which reflect said increases. The County reserves the right to accept or reject price increases, to negotiate more favorable terms or to terminate without cost, the future performance of the contract.

13. Firms are prohibited from engaging in activities on behalf of the County that produce a direct or indirect financial gain for the firm, other than the agreed upon compensation.

14. Firms are required to disclose conflicts of interest to the County throughout the term of the engagement.

*The County, at its option, may request an interview with finalist firms prior to final selection. Firms selected will be notified in advanced of the time and format of such interviews (see dates in section 2.1).

4.3 COST PROPOSAL/PAYMENT STRUCTURE

Each proposer shall complete all pages of the Fee Proposal (Appendix B).

The method of Compensation for the project shall be a lump sum fee. The payment structure will be performance and milestone based. The County will compensate the selected Consultant after approving project submissions. Compensation will be withheld for incomplete or rejected submissions.

4.4 ADDITIONAL DOCUMENTS TO BE SUBMITTED

Checklist/Certification Form

(ATTACHMENT A) Professional/Goods/Service Entity Information Form

(ATTACHMENT B) Proposal Cost/Signature Form

(ATTACHMENT C) Non-Collusion Affidavit

(ATTACHMENT D) Disclosure of Ownership Form

(ATTACHMENT E) Insurance Requirement Acknowledgement Form

(ATTACHMENT F) Artificial Intelligence Disclosure Form

(ATTACHMENT G) Qualification Affidavit

(ATTACHMENT H) Submission Format

(ATTACHMENT I) Acknowledgement of Corrections, Additions or Deletions Form

(ATTACHMENT J) Statement of Indebtedness Form

(ATTACHMENT K) Agreement for Payment of Commodity/Service Form

(ATTACHMENT L) Letter of Intent

(ATTACHMENT N) Certificate of Good Standing/Subsistence Certificate

(ATTACHMENT Q) Diversity Business Enterprise Program Form

(ATTACHMENT O) Political Contribution Disclosure Form (Pre-Award)

5. Evaluation, Review and Selection Process

5.1 PROPOSALS TO REMAIN SUBJECT TO ACCEPTANCE

RFP responses shall remain open for a period of sixty (60) calendar days from the stated submittal date. The owner will either award the contract within the applicable time period or reject all proposals.

The owner may extend the decision to award or reject all proposals beyond the sixty (60) calendar days when the proposals of any respondents who consent thereto may, at the request of the owner, be held for consideration for such longer period as may be agreed.

5.2 REJECTION OF PROPOSALS

The owner reserves the right to reject any or all proposals, or to reject any proposals if the evidence submitted by, or investigation of such respondent fails to satisfy the owner that such respondent is properly qualified to carry out the obligations of the RFP and to complete the work contemplated therein. The owner reserves the right to waive any minor informality in the RFP.

5.3 EVALUATION PROCESS

An evaluation team will review all proposals to determine if they satisfy the Proposal Requirements, determine if a proposal should be rejected and evaluate the proposals based upon the Evaluation Criteria. The highest-ranking respondent(s) may be invited to give an oral presentations. A selected firm will then be recommended to the governing body for award of contract, based on most advantageous price and other factors.

5.4 EVALUATION CRITERIA

All proposals will be reviewed and evaluated. If oral presentations are required, they will be scheduled for December 16, 2024. The proposals will be reviewed by a committee composed of representatives from the Delaware County Planning, Public Works, and OHCD. An external peer review may also be conducted. The committee's selection of one applicant will be based upon several weighted criteria as follows:

Evaluation Criteria Weight Responsiveness of the proposal to the RFP 10% The proposer’s ability to complete this plan in the allocated time 10% Comprehensiveness and creativity of approach to completing the required tasks, including the proposer’s ability to show their understanding of the project

20%

Demonstrated experience of the firm and identified staff in completing housing analyses and similar work

Experience of the firm shall be demonstrated by past contract successes providing government agencies with similar services. The respondent will be evaluated on knowledge, experience, level of expertise of staff persons assigned to the project, and successful completion of projects/services similar to that requested in this RFP.

20%

Relationship of costs to work proposed based on a per task and composite basis in response to the scope of services as defined in Section 3.4

20%

Familiarity with the physical, political, and legal planning environment in which the study will take place

10%

References 5% Quality of the organization of the entire effort 5%

The final selected applicant, or in the case of a tie, applicants, will be requested to participate in contract negotiations. If for any reason it is impossible to reach agreement with the chosen applicant/s, negotiations shall be undertaken with other applicants in the order of their final ranking. A contract shall be proposed for award to the highest ranked applicant with whom agreement can be negotiated in accordance with the terms and conditions offered. The contract is subject to the approval of County Council and is effective only upon their approval.

5.5 TERM OF THE CONTRACT

The term of the contract shall be twelve (12) months with an option for the County to extend another six (6) month period.

Commencing and ending on dates to be listed in fully executed contract (Refer to 2.14 Non-Allocation of Funding).

5.6 CONTRACT EXTENSION

Upon mutual agreement of the County of Delaware and the contractor, an extension for six additional months contract will be considered. The contemplated extension will be in accordance with the terms and conditions of the current contract.

5.7 NOTICE OF AWARD

The successful respondent will be notified of the award of contract upon a favorable decision by the governing body. The director of the using department (Planning) may then prepare and submit necessary documents to the Department of Central Purchasing to generate a Purchase Order for the contractor.

***The County encourages proposals from small firms, DBE firms, minority firms and firms that have not previously performed work for the County.

ALL OF THE

FOLLOWING

DOCUMENTS

MUST BE

INCLUDED WITH

PROPOSAL

ADDITIONAL DOCUMENTS TO BE SUBMITTED

CHECKLIST

DELAWARE COUNTY HOUSING STUDY AND MARKET ANALYSIS [INSERT CONTRACT NO.]

SUBMISSION DATE: December 4, 2025

The following items, as indicated below (x), shall be provided with the receipt of sealed submissions:

(Must be provided as part of Bid/RFP submission) (ATTACHMENT A) Professional/Goods/Service Entity Information Form ....................... _______X_______ (ATTACHMENT B) Proposal Cost Form ............................................................................ _______X_______ (ATTACHMENT C) Non-Collusion Affidavit ...................................................................... _______X_______ (ATTACHMENT D) Disclosure of Ownership Form ........................................................... _______X_______ (ATTACHMENT E) Insurance Requirement Acknowledgement Form .............................. _______X_______ (ATTACHMENT F) Artificial Intelligence Disclosure Form ................................................ _______X_______ (ATTACHMENT G) Qualification Affidavit ........................................................................ _______X_______ (ATTACHMENT H) Submission Format ............................................................................ _______X_______ (ATTACHMENT I) Acknowledgement of Corrections, Additions or Deletions ................. _______X_______ (ATTACHMENT J) Statement of Indebtedness ................................................................ _______X_______ (ATTACHMENT K) Agreement for Payment of Commodity/Service ................................ _______X_______ (ATTACHMENT L) Letter of Intent ................................................................................... _______X_______ (ATTACHMENT N) Certificate of Good Standing/Subsistence Certificate ........................ _______X_______ (ATTACHMENT Q) Diversity Business Enterprise Program Form ..................................... _______X_______

(Must be provided prior to award of contract/agreement) (ATTACHMENT O) Political Contribution Disclosure Form .............................................. _______X_______

I certify that the listed appendices and information included on them, submitted by me are true and accurate.

Firm/Company: ___________________________________________ Date: _______________________

Authorized Representative (Print): _________________________________________________

Signature: ________________________________________ Title: _____________________

Telephone #: _____________________________ Fax #: _____________________________

Subscribed and Sworn to Before me This _______ day Of __________ 20____.

Notary Public of: _______________ My commission expires: _________

Place Notary Stamp Below:

ATTACHMENT A

PROFESSIONAL/GOODS/SERVICE ENTITY INFORMATION FORM

DELAWARE COUNTY HOUSING STUDY AND MARKET ANALYSIS (eDPL-120425)

If the professional service Entity is an INDIVIDUAL, sign name and give the following information:

Name: ________________________________________________________________________ Address: ______________________________________________________________________ Telephone No.: _______________________ Social Security No.: _________________________ Fax No.: _____________________________ E-Mail Address: ____________________________ If individual has a TRADE NAME, give such tradename:

Trading As: _____________________________ Telephone: ____________________________

If the professional service Entity is a PARTNERSHIP, sign name and give the following information:

Name of Partners: ______________________________________________________________ Firm Name: ____________________________________________________________________ Address: ______________________________________________________________________ Telephone No.: _______________________ Federal I.D. No.: ____________________________ Fax No.: _____________________________ E-Mail Address: ____________________________ Social Security No.: ______________________________________________________________ Signature of authorized Agent: ____________________________________________________

If the professional service Entity is INCORPORATED, sign name and give the following information:

State under whose laws incorporated: ______________________________________________ Location of principal office: _______________________________________________________ Telephone No.: _______________________ Federal I.D. No.: _____________________________ Fax No.: _____________________________ E-Mail Address: ____________________________ Name of agent in charge of said office upon whom notice may be legally served.

Telephone No.: ___________________________ Name of Corporation: _________________________ Signature: _______________________________ By: _________________________________________

ATTACHMENT B – Page 1

PROPOSAL COST FORM/SIGNATURE PAGE

TO THE COUNTY OF DELAWARE COUNTY COUNCIL:

The undersigned declares that he/she has read the Notice, Instructions, Affidavits and Scope of Services attached, that he/she has determined the conditions affecting the proposal and agrees, if this proposal is accepted, to furnish and deliver services for the following:

(Corporation)

The undersigned is a (Partnership) under the laws of the State of…