Attachment A Requirements Worksheet2_10.xlsx
XLSX spreadsheet 46 KB Posted
- Attached to
- RFQC for TAD Redevelopment Consulting Services
- Solicitation number
- PE-66789-NONST-2026-000000020
- Issued by
- Fulton County, Atlanta City, Georgia
About this file
This is a Mandatory Requirements Worksheet for a Request for Qualified Contractor (RFQC) issued by Invest Atlanta to establish a standing vendor pool of pre-qualified consulting firms for Tax Allocation Districts (TAD) redevelopment services in Georgia. The worksheet establishes mandatory pass/fail requirements and mandatory scored evaluation criteria across six service categories: Redevelopment Plan Development, Financial Modeling & Incremental Analysis, Community Engagement & Equity Analysis, Legal & Regulatory Compliance, Market Analysis and Feasibility, and GIS Mapping & Spatial Analysis. Qualified respondents must demonstrate a minimum of five years of experience in consulting services including TAD/TIF planning, redevelopment finance, or community engagement; current legal authorization to conduct business in Georgia; compliance with E-Verify requirements; and freedom from debarment or conflict of interest. Respondents must confirm availability of key personnel, current insurance coverage including Commercial General Liability and Professional Liability, and familiarity with Georgia's Redevelopment Powers Law and Tax Allocation District statutory framework.
The evaluation worksheet requires respondents to provide detailed narratives addressing company qualifications, relevant experience, proposed methodology, and community engagement approach. Respondents must identify key personnel with relevant credentials and licenses; provide a ten-year project history of comparable TAD, TIF, or redevelopment financing engagements; submit up to three sample work products demonstrating deliverable quality; and describe multilingual capabilities and anti-displacement mitigation strategies for community-based work. For financial modeling services, respondents must demonstrate experience with multi-scenario tax increment projections, bond feasibility analysis, and "but for" analyses, along with submission of a sample financial model in Excel-compatible format. The worksheet specifies that respondents should answer only with "YES" or "NO" responses to mandatory questions, with any "NO" or blank response resulting in disqualification, and explicitly prohibits inclusion of cost information in technical responses.
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Other files
| File | Type | Posted |
|---|---|---|
| TAD Redevelopment RFQC _ 6_18 FINAL.docx | DOCX document | |
| Attachment B Neighborhood Reinvestment Initia.docx | DOCX document | |
| Exhibit A RFQC Respondent Submission Checklis.docx | DOCX document |
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Mandatory Requirements
| Mandatory Questions | |||
| These questions are Pass/Fail. To be considered responsive, responsible and eligible for award or for selection as a qualified contractor, you must answer all questions in this section with a "YES" to pass and must be submitted via the system. | |||
| Any questions you answer with a "NO" or left blank will fail the technical requirements and results in disqualification from the RFQ or disqualification from selection as a qualified contractor. | |||
| By answering "Yes," you indicate that you meet the individual requirements in the response column provided. Only upload attachments if requested in the "Upload Attachments with Additional Information" column. Attachments that are not requested, will not be considered and will not be evaluated. | |||
| DO NOT INCLUDE ANY COST INFORMATION IN YOUR RESPONSE TO THIS WORKSHEET. | |||
| Question # | Mandatory Questions | Response by Offeror. Only Yes or No Answers | Upload Attchts with Additional Information? |
| 1 | Is your firm legally authorized to conduct business in the State of Georgia, including holding a current and active business license or registration with the Georgia Secretary of State? | No | |
| 2 | Does your firm have a minimum of five (5) years of demonstrated experience providing consulting services in at least one of the service categories for which you are applying, including TAD/TIF planning, redevelopment finance, community engagement, or a directly comparable discipline? | No | |
| 3 | Does your firm certify that it is not currently debarred, suspended, proposed for debarment, or otherwise excluded from participation in federal, state, or local government contracts? | No | |
| 4 | Does your firm certify that no conflict of interest exists — actual or apparent — between your firm, its principals, or proposed personnel and Invest Atlanta, the City of Atlanta, or any of Atlanta's active Tax Allocation Districts? | No | |
| 5 | Respondents shall comply with Georgia’s E-Verify requirements pursuant to O.C.G.A. §13-10-91. Does the Respondent confirm compliance with E-Verify as required under O.C.G.A. §13-10-91? | Yes | |
| 6 | Does your firm currently carry, or confirm it will obtain prior to contract execution, the minimum required insurance coverages as specified in this RFQ, including Commercial General Liability, Professional Liability/Errors & Omissions, and Workers' Compensation? | No | |
| 7 | Respondents shall provide financial statements, auited if available, for the past two (2) fiscal years and summarize their financial stability and capacity to manage multi-million-dollar projects.Does the Respondent confirm that it has provided audited financial statements for the past two (2) fiscal years and demonstrate financial capacity to manage multi-million-dollar projects? | Yes | |
| 8 | Does your firm confirm that the key personnel identified in your submission are currently employed by or under contract with your firm and will be available to perform work under this engagement for its duration? | No | |
| 9 | Does your firm confirm familiarity with Georgia's Redevelopment Powers Law (O.C.G.A. § 36-44) and the statutory framework governing Tax Allocation Districts in Georgia? | No | |
| Does your firm certify that this proposal was prepared independently, without collusion, coordination, or agreement with any other respondent regarding pricing, approach, or submission content? | No |
Mandatory Scored Requirements
| General Contracting &Professional Trades Mandatory Scored Worksheet | ||
| Respondent Name: | ||
| Mandatory Scored Question(s) | ||
| As specified with each requirement listed in the Mandatory Scored Questions, the Respondent should indicate whether it will meet the individual requirement (if any) and provide a supporting narrative in the space provided. In addition to providing a narrative response, Respondent(s) may provide supporting materials/information in the form of attachments. Respondents shall specify a filename, applicable to each question, to properly identify electronic files containing supporting materials/information provided in response to this RFQC. | ||
| Please indicate EACH service Categories your firm would like to be considered for: | ||
| Category A: Redevelopment Plan Development | FALSE | |
| Category B: Financial Modeling & Incremental Analysis (Includes Investment Reviews supporting TADS) | FALSE | |
| Category C: Community Engagement & Equity Analysis | FALSE | |
| Category D: Legal & Regulatory Compliance | FALSE | |
| Category E: Market Analysis and Feasibility` | FALSE | |
| Category F: GIS Mappin & Spatial Analysis | FALSE | |
| ALL Service Categories | FALSE |
| Question # | Questions / Proposal Factors / Categories |
| Supplier Response | |
| Company and Team Qualifications | |
| 1 | Identify each key personnel member proposed for task order assignments under this engagement. For each individual, provide: current title, years of professional experience, relevant licenses or certifications (e.g., AICP, CPA, PE, JD), and any advanced degrees. Responses must clearly connect each credential to the scope of services for which the individual would be responsible. |
Supplier Response:
| 2 | Describe the history of proposed key personnel working together. Identify at least one prior engagement where two or more proposed team members collaborated on a TAD, TIF, or comparable redevelopment financing project. Provide the project name, the roles each person held, and the nature of their collaboration. |
| Supplier Response: |
| 3 | Describe your firm's capacity to staff multiple concurrent task orders if Invest Atlanta activates engagements across more than one TAD simultaneously. Identify backup or secondary personnel available to support surge demand, and explain how workload will be managed without compromising quality or timelines. |
| Supplier Response: |
3 Submit an organizational chart identifying all proposed team members, their roles, and their reporting relationships for this engagement. Accompany the chart with a staff allocation narrative (no more than two pages) explaining how each role contributes to task order delivery and where decision-making authority resides.
Supplier Response:
| Relevant Experience | |
| 1 | Provide a list of completed TAD, TIF, or equivalent redevelopment financing engagements your firm has managed or supported within the last ten (10) years. For each project, include: project name and location, client name, project type and scale (geographic area, estimated investment value), your firm's specific role, and completion date or current status |
| Supplier Response: |
| 2 | Describe your firm's direct experience working under Georgia's Redevelopment Powers Law (O.C.G.A. § 36-44), including any engagements involving multi-jurisdictional TAD adoption processes (i.e., coordination between a municipality and county). Identify the specific projects, your role, and any challenges navigated under Georgia's statutory framework. |
| Supplier Response: |
| 3 | Identify any prior engagements with Invest Atlanta, the City of Atlanta, or any of Atlanta's eight active TADs. If applicable, describe the nature of the work performed, deliverables produced, and outcomes achieved |
| Supplier Response: |
| 4 | Submit up to three (3) sample work products from prior comparable engagements (redacted as necessary to protect confidential information). Samples should be representative of the service category(ies) for which your firm is applying and demonstrate the quality, depth, and format of typical deliverables. if proposing for SERVICE CATEGORY A: Redevelopment Plan Development, include 1-2 plans that have been completed. |
| Supplier Response: |
| Proposed Approach and Methodology | |
| Provide a clear, specific description of your firm's methodology for delivering services within the applied service category. The response should explain your process from project initiation through final deliverable, including key milestones, decision points, and how work products are developed and reviewed. | |
| Supplier Response: |
| Demonstrate your firm's understanding of the TAD redevelopment plan requirements under Georgia's Redevelopment Powers Law (O.C.G.A. § 36-44). Specifically address: required plan components, statutory timelines, and any procedural requirements unique to Georgia that shape how your firm structures its work.ur firm communicates with clients regarding scheduling, service updates, and completion of work. |
| Supplier Response: |
| Atlanta's eight TADs vary significantly in geography, development context, community demographics, and project pipeline maturity. Describe how your firm adapts its standard methodology to account for the distinct characteristics of each district, and provide an example of how you tailored your approach for a comparable context. |
| Supplier Response: |
| Identify the specific tools, software platforms, and analytical frameworks your firm uses to perform work within the applied service category. Describe how these tools are used in practice and confirm compatibility or integration capability with standard municipal and development authority systems. For SERVICE CATEGORY A, include a template of the components of a new Redevelopment Plan that our firm would create |
| Supplier Response: |
| Community Engagement and Equity Approach | |
| Describe your firm's approach to conducting community engagement that is inclusive, culturally competent, and accessible to residents across varied backgrounds and levels of civic engagement experience. Explain how your process is designed to reach those most directly affected by TAD investment decisions. | |
| Supplier Response: |
| Provide at least one example of a community engagement effort your firm led or supported in a historically underserved or low-income community. Describe the context, the methods used, the barriers encountered, and the outcomes produced — including how community input was incorporated into final deliverables. |
| Supplier Response: |
| Describe your firm's approach to identifying and mitigating anti-displacement risks within TAD project areas. Explain how displacement risk is assessed, what tools or frameworks are used, and how mitigation strategies are integrated into planning and financial deliverables. |
| Supplier Response: |
| Describe any multilingual capabilities, translation services, or accessibility accommodations your firm provides as part of community engagement practice. Identify languages in which your team can conduct outreach and any adaptive tools used to engage residents with limited English proficiency or disabilities. |
| Supplier Response: |
| Financial Modeling Capability | |
| Describe your firm's approach to developing multi-scenario tax increment projection models. Explain how assumptions are structured, how scenarios are differentiated (e.g., conservative, base, optimistic), and how sensitivity analyses are incorporated to support sound decision-making. | |
| Supplier Response: |
| Describe your firm's experience with bond feasibility analysis and developer reimbursement structures within TAD or TIF frameworks. Identify relevant projects where your firm supported financing structuring, bond sizing, or reimbursement agreement development. |
| Supplier Response: |
| Explain your firm's methodology for conducting "but for" analyses and justifying public subsidy within TAD redevelopment contexts. Describe the data inputs, analytical approach, and documentation standards your firm applies to support findings that meet legal and policy scrutiny. |
| Supplier Response: |
| Submit one (1) sample financial model from a prior comparable engagement, redacted as necessary. The model should demonstrate multi-scenario tax increment projections and, if applicable, bond feasibility components. Confirm that your firm's modeling is compatible with Excel-based formats consistent with Invest Atlanta's internal systems |
| Supplier Response: |
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