biddoc.pdf

Request for Proposal

Consulting Services Unified Development Code and Development Design

Standards Update Project Number NB.2026.100

Town of Erie 645 Holbrook Street

P.O. Box 750 Erie, Colorado 80516

Issued: 08/03/2026

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Table of Contents

- Request for Proposals

- Project Background and Description

- Scope of Work

- Role of Stakeholder Engagement

- Proposal Requirements

- Selection Criteria and Process

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Request for Proposals

Electronic Proposals will be received by the Town of Erie (the “Town”) until 5:00 p.m., Mountain Standard Time, Friday, September 4th, 2026, for the

Unified Development Code and Development Design Standards Update.

Proposal Submittals: All Proposals must be submitted electronically using the Bidnet portal at https://www.bidnetdirect.com/colorado

Hardcopy submittals will not be accepted. The firm submitting the Proposal (the Proposer) is solely responsibility for ensuring all required Proposal documents are submitted by the submission deadline.

Proposals will be time-stamped by RMEPS upon receipt. After uploading Proposal documents, Proposers must click the SUBMIT button. The Town will not accept uploads that are “saved” but not “submitted”. To verify that a Proposal has been submitted successfully, Proposers may contact BidNet Support or verify, via the Bid Management tab in Proposer’s account, that the documents are not in “Draft” status.

The Town does not have access to or control of the vendor side of BidNet. Customer service number for BidNet is 800-835-4603.

Project Summary

The Town seeks a qualified consultant (or team of consultants) to assist in evaluating and updating the Unified Development Code (“UDC”) and Development Design Standards Booklet (“Design Standards”) for the Town. The initial product of this effort will be a UDC and Design Standards Evaluation that summarizes the review and engagement conducted and identifies major changes planned for the update. The final product of this effort will be an adopted update to the UDC and a new set of adopted Design Standards.

The Town recently completed a major Comprehensive Plan update after a 2-year process with extensive community engagement and collaboration among Town departments. One of the main purposes of updating the UDC and Design Standards is to ensure the regulations and standards reflect the vision, goals, and policies outlined in the Comprehensive Plan.

Project Management and Timeline

The update process for the UDC and Design Standards will be led by the Town’s chosen Proposer (the “Consultant”) and will include coordination and engagement with Town staff, a task force, Planning Commission, Town Council, and the community. The https://www.bidnetdirect.com/colorado https://library.municode.com/co/erie/codes/code_of_ordinances?nodeId=TIT10UNDECO https://www.erieco.gov/DocumentCenter/View/16267/Development-Design-Standards https://www.erieco.gov/DocumentCenter/View/16267/Development-Design-Standards https://www.erieco.gov/2446/Comprehensive-Plan

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Consultant will deliver services in a professional and timely manner. This project is expected to be completed in approximately 12-18 months following the contract signing.

Proposal Submission

The Town encourages capable and qualified groups to submit Proposal for the Unified Development Code and Design Standards Update Request for Proposal (“RFP”). All questions related to this RFP should be submitted by Friday, August 14th by 5:00pm MST via email to Natalie Borton, Purchasing Manager at nborton@erieco.gov.

Responses will be posted via Addenda to this solicitation on BidNet website at https://www.bidnetdirect.com/colorado by Friday, August 21st by 5:00pm MST.

The Town assumes no responsibility for payment of any expenses incurred by any respondent to this RFP.

The Town of Erie is an Equal Opportunity Employer.

Town of Erie, Colorado mailto:nborton@erieco.gov https://www.bidnetdirect.com/colorado

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Project Background and Description Town Overview

The Town is a full-service community located in Boulder and Weld Counties just west of I-25. The Town’s incorporated area is approximately 20 square miles, with a planning area that spans 39 square miles extending approximately from the north side of State Highway 52, south to State Highway 7, and between US 287 on the west and I-25 to the east. The Town is a growing community currently comprised of approximately 13,000 residential units and 40,000 residents, more than triple the population of 15 years prior.

The Comprehensive Plan Future Land Use Map buildout estimates that Erie could reach 73,000 to 80,000 residents by 2050.

To learn more about the Town’s demographic information and commercial development activity, please visit:

https://erieco.gov/2538/Community-Profile http://www.erieco.gov/606/Economic-Development

UDC and Design Standards Overview

The UDC can be found in Title 10 of the Town of Erie Municipal Code. The UDC contains the Town’s subdivision and zoning regulations and the land use application processes that are required for development within the Town.

Town staff completed a series of updates to the UDC from October 2019 through February 2022. Phase 1 updates, which occurred from 2019-2020, streamlined and addressed a number of technical issues and clarified standards throughout the UDC. In January 2022, the Board of Trustees (now the Town Council) approved a major Phase 2 update to the UDC, which went into effect on February 18, 2022. The Phase 2 updates included creating the Development Design Standards booklet, which provides site and building design standards for new residential development in a more user-friendly format with illustrations and diagrams. The Phase 2 updates were reviewed by the Denver Metro Home Builders Association; the Planning Commission and Board of Trustees both held study sessions to discuss the changes in the fall of 2021; and the Planning Commission reviewed and made its recommendation regarding the UDC updates to the Board of Trustees at its October 20, 2021, and November 3, 2021, meetings.

Additional updates from 2022-2026 have included administrative review for minor amendments, alternative standards for affordable housing projects, permitting process and regulations for mobile vendors, and flood damage prevention.

https://erieco.gov/2538/Community-Profile http://www.erieco.gov/606/Economic-Development https://library.municode.com/co/erie/codes/code_of_ordinances?nodeId=TIT10UNDECO https://www.erieco.gov/DocumentCenter/View/16267/Development-Design-Standards

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Project Goals

The Comprehensive Plan includes numerous policies that require updates to the UDC, and Town staff have identified a number of issues in the UDC related to zoning districts, development standards, and processes.

Town staff have identified the following goals for the UDC and Design Standards update effort:

- Implement Comprehensive Plan policies and goals, including the needs of infill development and flexibility for affordable housing.

- Create transparent, predictable, and consistent processes.

- Respond to feedback and concerns from the community, business owners, developers, and builders.

- Remain consistent with State and federal law.

- Ensure prior individual UDC updates are cohesive.

- Increase use of standard zoning districts instead of Planned Development (PD) zone district.

- Address technical concerns identified by Town staff since the 2019-2022 updates.

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Scope of Work The scope of work includes, but is not limited to, the following key tasks:

1. Align with the Elevate Erie Comprehensive Plan update. Ensure the UDC and Design Standards update reflects the Comprehensive Plan’s core values of Livability, Sustainability, and Connectivity. Implement the policies specifically directing UDC updates, which include topics of water conservation, green infrastructure, green building practices, infill development, diverse housing options, and housing affordability.

2. Facilitate community engagement. Gather community input through task force focus groups, online engagement sites, social media, surveys, and public open houses. Summarize findings of community engagement and how it is reflected in UDC and Design Standards updates.

3. Simplify code language. Holistically evaluate UDC updates from the last five years and revise as needed to reduce redundancies and ensure a comprehensive and aligned code.

4. Update zoning map, districts, and permitted uses. Evaluate changes to zoning districts and permitted uses to support the Comprehensive Plan’s vision and goals and provide clear guidance. Evaluate historic use of the Planned Development (PD) zone district and identify strategies to increase use of standard zoning districts.

5. Enhance clarity and usability of standards. Evaluate changes to development, design, dimensional, and subdivision standards to be user-friendly and responsive to market trends. Considerations include:

a. Respond to UDC and Design Standards issues and opportunities already identified by Town staff, which include infill development and adaptive reuse, parking incentives, off-street parking guidelines, mixed use design standards, lighting, emergency access, setbacks, fencing, and signs.

b. Incorporate updated Transportation Mobility Plan priorities and policies.

c. Incorporate Waterwise landscaping principles in the UDC and other UDC updates occurring separately.

d. Work closely with UDC users—including Town staff, developers, residents, and builders—to understand additional concerns and test feasibility of potential changes.

6. Streamline review and approval procedures. Evaluate changes to the Development Review and Approval Procedures—including the use of Development Agreements—to provide simplification and flexibility.

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Primary Deliverables

1. Project Management Plan. The Consultant will deliver a detailed project management timeline and plan that includes all phases and components specified in the Scope of Work, including comprehensive public engagement. Given the rapidly growing and evolving development landscape in Erie and the Denver region, the Town seeks a proactive, efficient, and quality-focused timeline.

2. Evaluation Summary. In the first phase of the project, the Consultant will review the UDC and Design Standards, conduct community engagement, and work closely with stakeholders to identify the major opportunities for updates. The Consultant will prepare a summary of these findings. The summary document should include a comprehensive outline of the proposed UDC and Design Standards update for review and approval from the Project Management Team, Task Force, Planning Commission, and Town Council. The Evaluation Summary should be completed approximately 4-6 months following contract signing.

3. Character Inventory of Old Town. Utilizing existing architectural surveys as reference, along with site investigations, the Consultant will develop a character inventory of Old Town, including but not limited to: a public realm analysis, block face analysis, and built environment inventory.

4. First Draft. The Consultant will deliver a first draft of the UDC and Design Standards update, based on the Evaluation Summary approved in Phase 1. The Design Standards update should incorporate standards specific for the Old Town Area, other commercial/non-residential development, and residential development. The first draft will be reviewed in detail by the Project Management Team, Task Force, Planning Commission, and Town Council. During this time, technical testing of the draft should be conducted by the Consultant with direction from the Project Management Team.

5. Draft for Public Review. Following the reviews of the First Draft, the Consultant will provide an updated draft to be made available for public review and commentary.

The public review period is an important milestone for community engagement, and the Consultant will conduct an open house or similar event during this period to inform the public and answer questions or concerns.

6. Code Amendment Process. The Consultant will attend study sessions and hearings at Planning Commission and Town Council for final adoption. The Consultant will provide materials, such as presentations, for these meetings.

7. Final Draft and Update Summary. The Consultant will submit a complete final version of the UDC and Design Standards, suitable for both hard copy and https://www.erieco.gov/2537/Architectural-Surveys

Request for Proposal: Unified Development Code Update | 9 electronic publication, which the Consultant shall make compliant with the State’s digital accessibility laws and regulations. The Consultant will also provide a final report summarizing all proposed changes between the current UDC and Design Standards and the final draft versions, available for Town staff and the public. The summary should include a technical crosswalk of changes for Town staff to support implementation of the UDC and Design Standards update. A final summary detailing all community engagement should also be created and included as part of the final report.

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Role of Stakeholder Engagement Community Engagement

The Consultant will lead community engagement, in partnership with the Town’s Communications & Community Engagement Department, throughout the UDC and Design Standards update to keep the public well-informed of the process and provide opportunities for feedback and discussion.

Engagement may include engagement site creation, social media post drafting, survey drafting, attendance at existing events, pop-up engagement sessions, meetings with neighborhood associations to help visualize density and zoning changes, and community workshops to address sub-topics like rezoning, affordable housing, and design standards.

It may also include the production of engagement materials to be used by Town staff and the project management team at additional events and in digital spaces.

In the “Project Approach” section of the Proposal, the Consultant should recommend a more detailed community engagement Proposal, including types of informational materials to be made available to the community.

Stakeholder Task Force

The Town will support the Consultant in establishing a UDC Update Stakeholder Task Force (the “Stakeholder Task Force”), which may include representatives from Town departments, advisory boards, and primary users of the UDC (including the development and building community, engineering and architecture firms, etc.). Throughout the UDC and Design Standards update process, the Consultant will provide regular updates to the Stakeholder Task Force and provide opportunities for discussion and feedback.

In addition to regular updates to the broader Stakeholder Task Force, the Consultant will lead engagement with sub-groups of the Stakeholder Task Force, which may may include detailed workshops, roundtables, or focus groups to understand existing concerns and test feasibility of potential changes. In response to this RFP the Consultant should provide a detailed Stakeholder Task Force approach.

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Submittal Requirements All Proposals shall be submitted via the BidNet website by the Proposer and must include the Proposer’s contact name, business name, address, email and telephone number.

Proposals by partnerships must be signed with the partnership name followed by the signature and designation of one of the partners or other authorized representative. A complete list of partners must be included with the Proposal. Proposals by a corporation must be signed in the official corporate name, followed by the signature and designation of the president, secretary, or other person authorized to bind the corporation, and shall display the corporate seal. Corporations must designate the state in which they are incorporated, the address of their principal office, and the name and address of their agent for service of process. All Proposals must be submitted electronically using the portal at https://www.bidnetdirect.com/colorado.

The BidNet website offers both “free” and “paying” registration options that allow for full access of the Town’s documents and for electronic submission. (Note: “free” registration may take up to 24 hours to process. Please plan accordingly.) The Town does not guarantee accurate information obtained from sources other than BidNet.

Proposal Content

To simplify the review process and obtain the maximum degree of comparability, the Proposal must follow the outline described below, and, at a minimum, contain the required information. Respondents are encouraged to include additional relevant information. Each Proposal shall not exceed 15 pages with a minimum font size of 10, excluding any attached resumes, similar project summaries, and fee Proposal.

1. Cover Letter. Include a cover letter with an understanding of the Town of Erie UDC and Design Standards update needs and a summary of the project approach. The cover letter must include the firm name, address, phone number, contact name, authorized signature, and date.

2. Firm Information and Background. Provide an overview of the firm, including years of experience, ownership structure, number of employees, and office locations.

Disclose any potential conflicts of interest, and any claims, litigation, or other legal or regulatory proceedings currently involving the firm.

3. Project Approach. Provide a detailed methodology addressing the UDC and Design Standards update goals and scope of work. The approach should include step-by-step tasks (with deliverables and number of meetings) the firm proposes to reach the final deliverable for the UDC and Design Standards update, including a community engagement plan that builds on the recent engagement efforts of the Elevate Erie Comprehensive Plan update. Recommendations for potential improvements should be emphasized in your Proposal to demonstrate https://www.bidnetdirect.com/colorado

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4. Project Schedule. Provide a proposed timeline that includes key project milestones, meeting dates, and estimated delivery dates for the Evaluation Summary, the first draft, and the final draft and update summary of the UDC and Design Standards update. This project is expected to be completed in approximately 12-18 months following the contract signing.

5. Project Team. Provide an organizational chart that identifies the Project Manager and anticipated team members, including sub-consultants, if applicable, responsible for key elements of the scope of work. Include resumes as attachments at the end of the Proposal. A change in Project Manager will require written authorization by the Town.

6. Firm Experience and Qualifications. Provide firm qualifications and experience with completing similar projects within the last 5-10 years. Include specific examples that include descriptions of expertise and resources directly relevant to the proposed project. A link should be provided to the final product within the Proposal. Note who on the team was involved in the project and their role. At least three example projects should highlight members of the proposed project team above, including the Project Manager.

7. References. Provide a list of three references for similar technical services within the past five years. At least one reference should be for a project led by the proposed Project Manager. Include the following information for each reference:

a. Name

b. Organization and Title

c. Email Address

d. Phone Number

e. Brief Description of Services Provided

8. Fee Proposal. Provide detailed information on the firm’s proposed fee, including the anticipated allocation of resources and all necessary expenses (cost not to exceed). Allocate the budget by task, hours, and personnel.

a. The total fee should be inclusive of all personnel, meetings, presentations, and public hearings as required and all related reimbursements. Final service fees will be negotiated upon selection.

The Town has developed a standard contract template that will serve as the basis for any resulting agreement under this RFP. A copy of the sample agreement can be found in another attachment within this solicitation. By submitting a proposal, Proposers acknowledge that they have reviewed the sample agreement and agree to its terms and conditions, subject to any exceptions or proposed modifications clearly identified in their Proposal. Any requested

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Selection Process and Schedule Selection Process

The Town will evaluate all Proposals received based on experience, qualifications, and innovative/unique approach to create a short-list of companies. Finalists may be asked to make a presentation and interview with the selection committee. Upon presentation and interview, and successful negotiation of a contract, the Project Management Team will recommend the most qualified applicant to the Town Council.

Proposals will be evaluated based on the following scoring criteria:

1. FIRM INFORMATON AND EXPERIENCE (35%)

a. Years in business, office location(s), claims/lawsuits.

b. Understanding of the project.

c. Ability to perform all aspects of the project.

d. Relevant recent experience in comparable projects in the region, including with implementation of Colorado state legislation requirements.

2. QUALIFICATIONS AND AVAILABILITY OF PROPOSED TEAM (25%)

a. Organizational chart, key project staff resumes.

b. Ability to meet schedules within budget.

c. Firm resources and team availability.

3. PROJECT APPROACH (40%)

a. Philosophy and approach to implementing the vision, core values, and policies of the Elevate Erie Comprehensive Plan into the UDC and Design Standards update.

b. Philosophy and approach to evaluating the UDC and Design Standards, collaborating with Town staff, conducting community and stakeholder engagement, and making code updates.

c. Innovative/unique approach to similar projects.

d. Approach to project schedule, project challenges (over budget, schedule delays), and quality control.

4. FEE PROPOSAL (Scored separately)

a. Fee Proposal reflects the value of the scope of work.

b. Sufficient information provided to justify the proposed fee, including personnel, rate, and estimated number of hours by task.

The selection committee consists of representatives from the Planning Division, Communications Department, Economic Development Department, Parks & Recreation Department, Public Works Department, and Transportation Division.