RFP - Arb Master Plan - Final.pdf

©2026, Regents of the University of Minnesota, all rights reserved.

Do not copy or publish without express written permission.

Professional Consultant Services

Request for Proposal (“RFP”) for

Landscape Arboretum Campus Plan

RFP # 22-888-26-3909

RFP Title: Landscape Arboretum Campus Plan

RFP Number: 22-888-26-3909 Page 2 of 23

TABLE OF CONTENTS

1.0 PROJECT INFORMATION

1.1 Background

1.2 Project Description (the “Work”)

1.3 University-Provided Information

1.4 Contract Sum

1.5 Critical Project Schedule Dates

1.6 Form of Contract between the University and the Selected Respondent

2.0 PROPOSAL REQUIREMENTS AND EVALUATION CRITERIA

2.1 Tentative Schedule of Selection Process

2.2 Pre-Proposal Meeting

2.3 Evaluation Criteria

2.4 RFP Cover Page and Declaration

2.5 Respondent Team Qualification

2.6 Project Work Plan

2.7 Project Schedule

2.8 Project Fee

2.9 Interviews

All checked Attachments listed below are part of the RFP.

X Attachment A: RFP Cover Page and Declaration

X Attachment B: Respondent Team Qualifications

X Attachment C: Project Work Plan

X Attachment D: Project Schedule

X Attachment E: Project Fee

RFP Number: 22-888-26-3909 Page 3 of 23

Throughout this RFP “Respondent” or “you” means the prime firm responding to this RFP.

1.0 PROJECT INFORMATION

1.1 Background

The Board of Regents of the University of Minnesota (the “University”) is requesting

Proposals to provide professional consulting services to prepare a new campus plan for the Landscape Arboretum, located in Chanhassen, MN (the “Project”).

1.2 Project Description (the “Work”)

The University of Minnesota Landscape Arboretum (the “Arboretum”), part of the

College of Food, Agricultural and Natural Resource Sciences (CFANS), is one of the nation’s premiere University-based public gardens.

With University research on site since 1908 and the founding of the public garden side of the Arboretum in 1958, today the Arboretum is a thriving 1,200-acre public garden, center for world-renowned plant research, and treasured community resource. Located in

Carver County, Minnesota - the second fastest growing county in the state, the

Arboretum has grown to 700,000 annual visitors, with 35,000 household memberships, and 60,000 education program participants.

The Arboretum’s extensive landscapes include 49 display and specialty gardens, 44 plant collections representing 6,100 taxa of plants including the nationally accredited pine and ornamental grass collections, and native and restored woodlands, grasslands, and wetlands. The Arboretum is an accredited museum through the American Alliance of

Museums, holding art and sculpture collections and housing the Andersen Horticultural

Library. The Arboretum is home to CFANS Department of Horticultural Sciences’ thriving research programs in fruit and woody landscape plant breeding, responsible for over 150 plant introductions including the Honeycrisp Apple and the ‘Lights’ series of azaleas.

The Arboretum offers extensive educational programs for all generations, ranging from youth summer camps and hands-on science standards-based school programs and horticulture internships and apprenticeships, to an array of adult in-person and online learning opportunities. In partnership with University of Minnesota Extension, the

Arboretum is home to the state's Master Gardener Volunteer Program, which reaches over 140,000 Minnesotans through 3,000 volunteers.

The Arboretum offers a year-round portfolio of public events and special exhibits celebrating highlights across the seasons. Private rentals - whether personal milestones or organizational events - are key revenue sources and a community resource.

The Arboretum’s extensive facilities are represented in several geographically separated building areas, include the main entry area (Oswald Visitor Center, historic Snyder

Building, and Andrus Learning Center); the Horticultural Research Center; the Farm at

RFP Number: 22-888-26-3909 Page 4 of 23 the Arb; the Horticulture Operations Headquarters; and the new Apple House location currently under construction. Several Arboretum programs exist in satellite locations around the metro that are NOT included in this Project.

The Arboretum’s landscapes and facilities are connected via a network of internal roads and trails including the accessible Three-Mile Walk for pedestrians and Three-Mile Drive for vehicles and cyclists. Miles of garden paths and wooded trail routes for hikers, cross-country skiers, and snowshoers provide access across the landscape in all seasons. Arrival to the Arboretum is changing significantly in the coming years, with construction of the new entry experience currently underway including a separate dedicated portal for pedestrians and cyclists via the Hwy 5 Regional Trail.

Infrastructure systems within the Arboretum span a diverse spectrum, utilizing both septic and sanitary sewer, source water from wells and adjacent municipalities, underutilized renewable energy systems like solar and geothermal, power from two electrical providers, and University of Minnesota optic fiber with support from backup vendors. Uniquely situated across three municipalities - City of Chanhassen, City of

Victoria, and the City of Chaska - the Arboretum relies on multiple jurisdictions to support its critical infrastructure.

The Arboretum has grown parcel by parcel since its founding as the Twin Cities west metro has transitioned from farmlands to suburban development over the years. In the last fifteen years alone, the Arboretum has added around 115 acres to its footprint. Exploring opportunities for strategic land acquisition remains a key priority in the coming decades.

Thousands of visitors leave the Arboretum with the impression of beauty and inspiration.

How can that impression be expanded to include a deeper understanding of the impact of the Arboretum’s mission-critical activities in research, conservation, education, and collections?

The Arboretum seeks to amplify its core mission messaging and delivery, preserve the character of the existing and surrounding landscape, and expand the organization's visibility and research in the community. The Arboretum has recently completed its

2025-2030 Strategic Plan to guide its work in organizational growth, garden and facility renewal, land conservation, horticultural education, research, and outreach.

Interdisciplinary team proposals are being sought to create a campus plan guided by and reflective of the Arboretum’s strategic priorities. Prospective consultants are encouraged to submit a creative approach to envision the Arboretum’s growth and development, addressing specific short-term priorities for the next 10-15 years, while providing longer-term visionary goals for the future.

More information about the Arboretum can be found on the Arboretum’s website.

https://arb.umn.edu/strategicplan https://arb.umn.edu/

RFP Number: 22-888-26-3909 Page 5 of 23

Campus Plan Primary Objectives (Base Scope):

Blending integrated and systematic thinking across disciplines, the Project will be a key next step in planning for growth, development, and sustainability of the organization.

In addition to traditional campus planning elements, including context and process, existing conditions and needs, campus plan concepts, improvement strategies and prioritization, key project components include:

• Land Use: The land use framework should balance development and access with the Arboretum’s expressed intention to conserve, restore, and expand its natural habitats. In addition to traditional land use framework components, location options for two buildings will be key outcomes:

o Youth Education Center: Explore, review and strategize current and future needs for Youth Education learning spaces. As youth education programs have grown and the surroundings of the current location evolved, a potential relocation of the youth education center at the

Arboretum may be warranted.

o Horticultural Research Center (HRC): Explore, review and strategize current and future needs for a research facility. Aging and outdated infrastructure and growth in research programming requires capital investment to modernize research facilities. Although the historic HRC location is of primary consideration, alternatives must also be explored.

• Circulation and Amenities: Plan recommendations should assess and analyze the current network of roadways, pathways, trails, and visitor amenities and options for improvement. A review of local and state multimodal transportation systems and plans should be conducted to develop detailed recommendations for connectivity and improved accessibility.

• Infrastructure and Utilities: The plan should include a thorough assessment of existing public and private infrastructure (water, septic and sanitary, stormwater, power and energy, communications, waste disposal), outline capacity and connectivity needs to support current and future development, and identify opportunities to expand use of renewable energies.

• Garden Spatial Assessment: Many of the core display and educational gardens are in need of review and renewal, both physically and/or thematically, to better align with organizational goals, improve accessibility, and reflect horticultural and programmatic excellence. With likely changes in land use and circulation, the physical layout of the garden spaces also needs to be reviewed and refined. The assessment should include a full review of garden themes and locations and recommendations for enhancement.

RFP Number: 22-888-26-3909 Page 6 of 23

• Cultural Resources Assessment: In addition to a desktop analysis to better understand potential archaeological presence and impacts to development, the

Arboretum is interested in illuminating pre- and post- colonial history as an element of interpretation and culturally responsible stewardship. The plan should identify potential sites of sensitivity that warrant further exploration. (Assumes no shovel testing/ field work).

• Conceptual Wayfinding Framework: The Project should include a conceptual wayfinding and layout plan for navigating the grounds, facilities, and multimodal arrival, circulation and parking system.

Desired Team Composition:

The Arboretum is seeking proposals from an interdisciplinary team with a landscape architecture firm as the Project lead, and a landscape architect preferred as Project

Manager, and appropriately experienced subconsultants.

Required Scope of Work:

In alignment with the Primary Objectives previously mentioned, the Arboretum has the following expectations of project management. Throughout the planning process, it is anticipated that the Project team will meet a minimum of twice a month. A high degree of importance will be placed on managing an iterative planning process, responding and incorporating feedback and communicating progress to a highly invested and collaborative Arboretum core Project team.

The Arboretum anticipates that most progress meetings can be conducted over Zoom.

Proposals should include budgeting for a minimum of ten (10) full days onsite for information gathering, progress meets, and workshopping. Consultants will be responsible for developing and leading engagements noted above and producing readout and graphics at key Project milestones. The Arboretum’s core Project team will be responsible for developing and leading progress presentations for the broader community beyond those engagements mentioned above.

Task I - Project Planning and Coordination

The selected team shall confirm scope of Work, deliverables, Work plan, schedule, coordination and communication with Arboretum core Project team in advance of any

Work being completed.

• Project Kick-off with Project partners to outline goals, approach, timelines, roles and responsibilities.

• Analyze trends in local, regional, national and international public gardens and other relevant cultural institutions.

• Review relevant local, regional, state development plans that impact the

Arboretum and its surroundings.

RFP Number: 22-888-26-3909 Page 7 of 23

• Review prior Arboretum campus plans and current strategic plan including

SWOT analysis results, organizational goals, and priority initiatives.

• Stakeholder engagement:

o Lead a minimum of two (2) days of Arboretum community workshops.

Consultant team to advise if more are recommended.

o Facilitate meetings with subject matter experts o Beyond workshops, consultants are responsible for providing graphic support for additional engagements and communication led by Arboretum leadership.

o Prepare and distribute meeting minutes with action items and required timeline.

• Provide a Project schedule with interim milestones and dates to manage the Work and communicate Project status at regular intervals.

o The University requires a minimum two-week review period at Project milestones.

Task II - Existing Site Conditions Assessment and Analysis

The University will provide the selected team with available electronic data, including existing conditions, site plan, previous conditions assessment reports, etc. The selected team will identify any gaps in necessary information, and collect, interpret, and prepare available information with other data they locate and include with data from City, County, and State resources to identify and summarize existing conditions.

Task III - Existing Program Analysis and Projected Needs

The University will provide available information to supplement selected consultant responsibility to gather and summarize relevant spatial and programmatic information.

Task IV - Campus Plan Recommendations

As described above, in addition to traditional campus planning elements, key Project objectives include:

a. Land Use Framework

b. Circulation, Parking and Amenities

c. Infrastructure and Utilities

d. Cultural Resources Assessment

e. Garden Spatial Assessment

f. Cultural Resources Assessment

g. Conceptual Wayfinding Framework

h. Project prioritization

RFP Number: 22-888-26-3909 Page 8 of 23

Task V - Additional Supplemental Services to be Included in Proposal

a. Wayfinding and Interpretation Plan: (Base scope of service includes conceptual wayfinding framework - see Campus Plan Primary Objectives above.) Develop a comprehensive wayfinding and interpretive strategy framework combining physical navigation with storytelling to guide visitors through the Arboretum.

Plan should include, but is not limited to, content inventory, guest analysis, core messaging, physical designs and layouts, and implementation strategy.

b. Youth Education Space Assessment and Feasibility Study: (Base scope of service includes Youth Learning Center - see Campus Plan Primary Objectives - Land

Use above.) A comprehensive Youth Education program and facility review including indoor and outdoor learning, activity, and support spaces. This alternative will also include program and facility review at a satellite location in

North Minneapolis serving the Arboretum’s Growing Good Minnesota program.

c. Renderings of Key Plan Improvements: It is anticipated that 3 to 5 renderings will be desired to visualize and communicate key plan recommendations.

Deliverables

• Selected team must provide all deliverables in both print and digital formats using

Arboretum brand guidelines which will be furnished to the awarded consultant.

• Digital formats must be 1) easily shared, 2) print- ready, and 3) provided as individual components for the Arboretum to use on website(s), presentations and promotional materials.

• University to receive all files in digital formats below:

o Packaged InDesign .indd file/s o Illustrator .ai files and all linked/placed files and images o Adobe Acrobat PDF

• Convey framework for decision-making and big idea concepts via narrative, tabular, and place-based graphic format, e.g., mapping and diagrams.

• Prepare final document(s) to capture process and findings in written, printed and digital format(s).

o Format to be reviewed and approved early in process by Arboretum core team o Content must meet University accessibility requirements o Accessibility of Digital Content and Information Technology o Creating Accessible Content: Documents and PDFs

• Written narrative to include an executive summary, matrices, graphics, and appendices.

o Diagrams, maps, and renderings

▪ Provide non-public/ confidential mapping of potential strategic land acquisition opportunities https://www.google.com/url?q=https://policy.umn.edu/it/digitalaccess&sa=D&source=docs&ust=1786718125726708&usg=AOvVaw2iHdE38AgRAtQ7Fv_obdsK https://accessibility.umn.edu/guides-resources/accessible-documents-messages/documents-pdfs

RFP Number: 22-888-26-3909 Page 9 of 23

▪ Diagrams, maps, and renderings will be completed in one-page layout (i.e. maps and legends on same page in printed and digital format)

❖ Illustrative overall campus plans and highlighted

Arboretum visitor and service hubs

❖ Land use diagram

❖ Potential strategic land acquisition diagram at area/ adjacent level (not specific parcels)

❖ Infrastructure for private and public utilities

❖ Transportation (multimodal access, circulation, and parking)

❖ Connectivity/ adjacencies diagram

❖ Phasing and Implementation

❖ Other maps, diagrams, renderings as identified by selected consultant team

▪ Rough Order of Magnitude (ROM) Cost Estimates for key priorities identified through campus planning

▪ The University of Minnesota owns all content provided by the selected consultant team for the Project.

• Appendices to be included at the end of the plan o Meeting summaries o Parking supply guidelines o Travel demand management plans o Utility use records/ patterns/ assumptions o Other, at consultant team’s recommendation

1.2.1 Required Consulting Services

The following consulting services have been designated for the Project:

1. Supplemental Services

A. Campus Plan Primary Objectives

B. Wayfinding and Interpretation Plan

C. Youth Education Space Assessment and Feasibility Study

D. Additional Renderings of Plan Improvements as Directed for Fundraising

Purposes

E. All other required services noted in Article § 4.1.1 of the Contract except for:

i. Building Information Model

ii. Development of Building Information Models for Owner record use

iii. Detailed cost estimating beyond that required in § 6.3 of the

Contract

iv. As-constructed record drawings

v. Security evaluation and planning

RFP Number: 22-888-26-3909 Page 10 of 23

vi. Furniture, Furnishings, and Equipment Design

Respondent is responsible for including all appropriate service(s) to complete the Work, as defined by the Project scope, in their Project Fee.

Cost estimating for the Project (if applicable) shall be prepared by a qualified, experienced, and licensed construction contractor, or others as approved by the

University.

All service requirements are further defined in the Contract referenced in section 1.6.

1.3 University-Provided Information

The University has assembled the following information about the Project (collectively, the “RFP Documents”) for review by the Respondent:

• This RFP and all Attachments

• RFx Instructions, Requirements, and Rights Reserved by the University

The University has assembled the following additional RFP Documents (available to view online) for review by the Respondent:

• Arboretum Strategic Plan

• Arboretum’s Website

• The Contract

• The General Conditions of the Contract for Construction

• The University’s Building Standards

However, note the RFP Documents are subject to change. The University will provide notice of any changes to the RFP via addenda. Any information provided to Respondents during the RFP process, including the documents enumerated in this Section 1.3, is provided only for your use in preparing your Proposal. Respondents shall independently evaluate the information for their use in preparing the Proposal and shall be solely responsible for their use or interpretation of the information.

NOTE: The following documents will be made available to the selected Respondent:

• Arboretum Master Plan Update (dated August 3, 2018)

• Arboretum Planning Memorandum (2023)

• Other planning documents, at Arboretum’s discretion

• Current Arboretum facilities and capital project info

1.4 Contract Sum

The selected Respondent will perform the Work for a Contract Sum that shall be a fixed, lump sum Fee that shall include all costs necessary to complete the Work in accordance https://arb.umn.edu/strategicplan https://arb.umn.edu/ https://cpm.umn.edu/resource-center/cpm-resource-center https://cpm.umn.edu/resource-center/cpm-resource-center https://cpm.umn.edu/resource-center/cpm-resource-center

RFP Number: 22-888-26-3909 Page 11 of 23 with the Contract, including Reimbursable Expenses for the Project, Respondent’s overhead, and profit.

The estimated value of the Campus Plan Primary Objectives (Base scope ONLY) is

$300,000 (current dollars, no escalation).

1.5 Critical Project Schedule Dates

The University requires the Arboretum Campus Plan (Base scope) to be complete by no later than June 1, 2027. Final deliverables to be completed no later than August 1, 2027.

1.6 Form of Contract between the University and the Selected Respondent

1.6.1 The Contract between the selected Respondent and the University will be the Owner and

Architect (Design) Agreement, AIA B101-2017, as modified by the University on

January 1, 2026, which is incorporated into this RFP (the “Contract”). By submitting a

Proposal, Respondent acknowledges and agrees that it received, read, understands, and shall be bound by and comply with the Contract. No exceptions or deviations to the

Contract will be considered.

1.6.2 The Contract will incorporate by reference this RFP and any RFP Attachments, the

General Conditions for the Contract for Construction, AIA A201-2017, as modified by the University on January 1, 2026, and any RFP modifications agreed to by the

University. The University may attach to the Contract as Supplementary Conditions

Respondent’s Proposal, selected provisions of Respondent’s Proposal or modifications to

Respondent’s Proposal agreed to by University and Respondent.

2.0 PROPOSAL REQUIREMENTS AND EVALUATION CRITERIA

2.1 Tentative Schedule of Selection Process

The University’s intended schedule for selection of the selected Respondent is set forth below.

Activity Date*

RFP Available for Distribution August 14, 2026

Pre-Proposal Meeting August 24, 2026 at 2:00 PM

Deadline for RFP Questions August 27, 2026 at Noon

RFP Due Date September 8, 2026 at 2:00 PM

Shortlist for Interviews September 18, 2026

Interviews September 23, 2026

Identification of Potential Selected Respondent September 25, 2026

Anticipated Authorization to Proceed October 1, 2026

*All times are noted in Central Time Zone https://cpm.umn.edu/resource-center/contracts-forms/contract-forms https://cpm.umn.edu/resource-center/contracts-forms/contract-forms https://cpm.umn.edu/resource-center/contracts-forms/contract-forms

RFP Number: 22-888-26-3909 Page 12 of 23

2.2 Pre-Proposal Meeting

A virtual Pre-Proposal Meeting has been scheduled (via a Zoom Meeting) for the date and time noted in section 2.1 of this RFP. Participation at this Pre-Proposal Meeting is not mandatory; however, it is highly encouraged for prime firms that are interested in responding to this RFP.

You will be able to join the Zoom Meeting at the following link:

https://umn.zoom.us/j/95457142598?pwd=bNbJwBeJpdECEPzNl6UEsudFvBxlRE.1&jst

=2

Or, go to Zoom Meeting and enter the Meeting ID: 954-5714-2598 and Passcode:

W8VmRH.

2.3 Evaluation Criteria

2.3.1 The University will evaluate Proposals against the evaluation criteria for the degree to which each Proposal meets the criteria as follows:

Attachment / Section Description Value

Attachment A RFP Cover Page and Declaration Pass / Fail

Attachment B Respondent Team Qualifications 30

Attachment C Project Work Plan 40

Attachment D Project Schedule 15

Attachment E Project Fee 15

2.3.2 In order to be considered responsive, each Respondent must complete and submit all required Attachments without any modifications to the RFP Documents. Failure to complete or follow directions within any of the Attachments may result in disqualification or loss of RFP points for said Attachment.

2.3.3 The University will evaluate each Proposal based on the criteria noted above. The

University reserves the right to shortlist Respondents for further evaluation and interviews. The Respondent selected for an award will be the one whose Proposal is responsive, responsible, and is the most advantageous to the University, as determined by the University in its sole discretion, whether or not the Proposal is the lowest cost or the highest scorer.

2.3.4 Submission of a Proposal indicates the Respondent's acceptance of the evaluation criteria.

https://umn.zoom.us/j/95457142598?pwd=bNbJwBeJpdECEPzNl6UEsudFvBxlRE.1&jst=2 https://umn.zoom.us/j/95457142598?pwd=bNbJwBeJpdECEPzNl6UEsudFvBxlRE.1&jst=2 https://zoom.us/join

RFP Number: 22-888-26-3909 Page 13 of 23

2.4 RFP Cover Page and Declaration

The Respondent will prepare and submit the RFP Cover Page and Checklist. This completed document should be the cover page of the Respondent’s Proposal. Failure to answer “Yes” to certain questions may result in disqualification.

2.5 Respondent Team Qualification

The Respondent will prepare and submit information pertaining to their Team’s

Qualification which will identify the experience of the Respondent and its Team

Members. A lack of prior experience and/or working together on comparable projects may hinder your overall score. The University reserves the right to contact any noted references, consider other references, or consider Respondent’s documented past performance at the University.

2.6 Project Work Plan

The Respondent will prepare and submit a Project Work Plan. The Project Work Plan should emphasize the Respondent’s understanding of the Project requirements by documenting their approach/methodology as it applies to the Project’s scope of Work, schedule, and budget. In addition, the Respondent should identify any constraints and issues they see affecting the Project.

2.7 Project Schedule

The Respondent will prepare and submit information regarding their proposed schedule for the Project. The Respondent must take into account any critical dates identified in section 1.5 when building their schedule.

2.8 Project Fee

The Respondent will prepare and submit information regarding their proposed Project fee.

2.9 Interviews

The University may shortlist and interview the top-rated Respondents.

The University may request that the Respondent’s team members attend the interview on the date specified in this RFP. Only those individuals identified in the Respondent’s

Proposal may be allowed to attend the interview. Individuals who fail to participate in the interview may jeopardize the Respondent’s competitiveness. At the University’s discretion, substitutes, proxies, phone interviews, or electronic interviews may be allowed.

The University may request additional information prior to interviews.

RFP Number: 22-888-26-3909 Page 14 of 23

ATTACHMENT A: RFP COVER PAGE AND DECLARATION

1. Does the Respondent acknowledge and confirm they have adhered to all page limit requirements and have not modified the RFP Attachments?

☐ Yes ☐ No

2. Does the Respondent agree to sign the Contract referenced in this RFP with no exceptions or deviations?

☐ Yes ☐ No

Respondent’s Legal Name of Firm Date of Submission

Respondent’s Mailing Address

Name of Respondent’s Primary Contact (to whom all future communication regarding this Proposal will be sent)

Email Address of Respondent’s Primary Contact Phone Number of Respondent’s Primary Contact

Name of Respondent’s Authorized Signee (to whom all future Contract documents will be sent)

Email Address of Respondent’s Authorized Signee

RFP Number: 22-888-26-3909 Page 15 of 23

ATTACHMENT B: RESPONDENT TEAM QUALIFICATIONS

1. Provide an organization chart that clearly illustrates the names and roles of the key contributors of your team.

2. Complete the following Critical Team Member Experience Matrix (Attachment B-1) identifying the experience and responsibilities of the identified team members. Note the following when documenting this information:

a. Submit information for only the Project Roles specified in the Matrix. Do NOT alter the table by removing or adding additional roles.

b. List only ONE individual per role.

c. The comparable project(s) must have been commenced/completed within the last

FIVE years and should include similar examples of the following:

i. Highly Recommended: Public horticulture, botanical gardens and arboreta, and park access/accessibility

ii. Preferred: Public agencies and municipal governments

d. Attach a 1-page resume for EACH individual listed in the Matrix.

3. Complete the following Additional Team Member Matrix (Attachment B-2) identifying the other key Team Members / Subcontractors that will contribute to the success of the

Project. Note the following when documenting this information:

a. Attach a 1-page resume for EACH individual listed in the Matrix.

4. Complete and submit the following Project Data Sheet(s) (Attachment B-3) identifying the specific project experience of the Respondent and their Critical Team Members. Note the following when documenting this information:

a. A separate Project Data Sheet must be prepared for EACH project with only one project allowed per sheet.

b. Submit up to, and no more than, THREE total projects.

c. Listed project(s) must have been commenced/completed within the last FIVE years and should include similar examples of the following:

i. Highly Recommended: Public horticulture, botanical gardens and arboreta, and park access/accessibility

ii. Preferred: Public agencies and municipal governments

d. Listed project(s) must have been managed by the Respondent or any other firm’s on the Respondent’s team.

e. It is recommended that you list projects completed by the Team Members identified in Attachment B-1.

f. Attach any photos or additional information (no more than two pages worth) with each Project Data Sheet.

RFP Number: 22-888-26-3909 Page 16 of 23

ATTACHMENT B-1: CRITICAL TEAM MEMBER EXPERIENCE

Project Role Project Manager Landscape Architect Land Use Planner

Name of Individual

Email Address

Individual’s Firm Name

Individual’s Firm Location City, State City, State City, State

Years working within Firm # # #

Years working within Industry # # #

Number of projects completed with other Team Members

1. Landscape Architect: #

2. Land Use Planner: #

3. Architect: #

4. Utilities Engineer: #

5. Civil Engineer: #

6. Transportation Engineer: #

7. Renewable Energy Engineer: #

8. Information Technology Engineer: #

1. Project Manager: #

2. Land Use Planner: #

3. Architect: #

4. Utilities Engineer: #

5. Civil Engineer: #

6. Transportation Engineer: #

7. Renewable Energy Engineer: #

8. Information Technology Engineer: #

1. Project Manager: #

2. Landscape Architect: #

3. Architect: #

4. Utilities Engineer: #

5. Civil Engineer: #

6. Transportation Engineer: #

7. Renewable Energy Engineer: #

8. Information Technology Engineer: #

Identify the name, cost, and completion date for up to three comparable projects

1a. Project Name

1b. Project Cost

1c. Completion Date

1a. Project Name

1b. Project Cost

1c. Completion Date

1a. Project Name

1b. Project Cost

1c. Completion Date

2a. Project Name

2b. Project Cost

2c. Completion Date

2a. Project Name

2b. Project Cost

2c. Completion Date

2a. Project Name

2b. Project Cost

2c. Completion Date

3a. Project Name

3b. Project Cost

3c. Completion Date

3a. Project Name

3b. Project Cost

3c. Completion Date

3a. Project Name

3b. Project Cost

3c. Completion Date

Briefly describe the Individual’s

Responsibilities for this Project

Percent of Time on Project

RFP Number: 22-888-26-3909 Page 17 of 23

Project Role Architect Utilities Engineer Civil Engineer

Email Address

Individual’s Firm Name

Individual’s Firm Location City, State City, State City, State

Years working within Firm # # #

Years working within Industry # # #

Number of projects completed with other Team Members

1. Project Manager: #

2. Landscape Architect: #

3. Land Use Planner: #

4. Utilities Engineer: #

5. Civil Engineer: #

6. Transportation Engineer: #

7. Renewable Energy Engineer: #

8. Information Technology Engineer: #

1. Project Manager: #

2. Landscape Architect #

3. Land Use Planner: #

4. Architect: #

5. Civil Engineer: #

6. Transportation Engineer: #

7. Renewable Energy Engineer: #

8. Information Technology Engineer: #

1. Project Manager: #

2. Landscape Architect: #

3. Land Use Planner: #

4. Architect: #

5. Utilities Engineer: #

6. Transportation Engineer: #

7. Renewable Energy Engineer: #

8. Information Technology Engineer: #

Identify the name, cost, and completion date for up to three comparable projects

1a. Project Name

1b. Project Cost

1c. Completion Date

1a. Project Name

1b. Project Cost

1c. Completion Date

1a. Project Name

1b. Project Cost

1c. Completion Date

2a. Project Name

2b. Project Cost

2c. Completion Date

2a. Project Name

2b. Project Cost

2c. Completion Date

2a. Project Name

2b. Project Cost

2c. Completion Date

3a. Project Name

3b. Project Cost

3c. Completion Date

3a. Project Name

3b. Project Cost

3c. Completion Date

3a. Project Name

3b. Project Cost

3c. Completion Date

RFP Number: 22-888-26-3909 Page 18 of 23

Project Role Transportation Engineer Renewable Energy Engineer Information Technology Engineer

Email Address

Individual’s Firm Name

Individual’s Firm Location City, State City, State City, State

Years working within Firm # # #

Years working within Industry # # #

Number of projects completed with other Team Members

1. Project Manager: #

2. Landscape Architect: #

3. Land Use Planner: #

4. Architect: #

5. Utilities Engineer: #

6. Civil Engineer: #

7. Renewable Energy Engineer: #

8. Information Technology Engineer: #

1. Project Manager: #

2. Landscape Architect #

3. Land Use Planner: #

4. Architect: #

5. Utilities Engineer: #

6. Civil Engineer: #

7. Transportation Engineer: #

8. Information Technology Engineer: #

1. Project Manager: #

2. Landscape Architect: #

3. Land Use Planner: #

4. Architect: #

5. Utilities Engineer: #

6. Civil Engineer: #

7. Transportation Engineer: #

8. Renewable Energy Engineer: #

Identify the name, cost, and completion date for up to three comparable projects

1a. Project Name

1b. Project Cost

1c. Completion Date

1a. Project Name

1b. Project Cost

1c. Completion Date

1a. Project Name

1b. Project Cost

1c. Completion Date

2a. Project Name

2b. Project Cost

2c. Completion Date

2a. Project Name

2b. Project Cost

2c. Completion Date

2a. Project Name

2b. Project Cost

2c. Completion Date

3a. Project Name

3b. Project Cost

3c. Completion Date

3a. Project Name

3b. Project Cost

3c. Completion Date

3a. Project Name

3b. Project Cost

3c. Completion Date

RFP Number: 22-888-26-3909 Page 19 of 23

ATTACHMENT B-2: ADDITIONAL TEAM MEMBER

Project Role / Subconsultant Individual Name Firm Name Firm Location (City, State)

Cultural/ Historic Resource

Consultant

Interpretive and Wayfinding Plan

Consultant

Youth Education Consultant

RFP Number: 22-888-26-3909 Page 20 of 23

ATTACHMENT B-3: PROJECT DATA SHEET

Consultant Firm Name Project Owner

Project Name Project Owner Contact

Project Location City, State Project Owner Contact Email

Project Value

Proposed Team Members from

Attachment B-1 / B-2 that worked on this project

Project Commencement Date

Project Completion Date

Project Size (land acreage, campus population, etc.)

Type of Services Provided

(Feasibility Study, Master

Planning, etc.)

Briefly describe how this project is similar to the University’s Project.

Identify any challenges you encountered on the project and briefly describe how these issues were resolved

RFP Number: 22-888-26-3909 Page 21 of 23

ATTACHMENT C: PROJECT WORK PLAN

NOTE: Your response to this Attachment must NOT exceed SEVEN (7) pages.

You may also NOT include or reference supplemental information as an Appendix/Exhibit or in virtual form (e.g., hyperlinks to documents/videos/images stored elsewhere).

1. The Respondent must prepare and submit information pertaining to their approach/methodology as it applies to the Arboretum’s mission and Project vision, the

Project’s scope of Work, schedule, and budget. In addition, identify any constraints, risks, and/or issues you see affecting the Project.

2. The Respondent must prepare and submit information pertaining to the description of services and deliverables provided at EACH of the Supplemental Services Phases (as defined in section 1.2 of the RFP). The Respondent should also identify the percentage breakdown of Work (by firm) for each of these phases.

3. The Respondent should identify any optional Additional Services (and the cost / time associated with these services) they would recommend the University consider that are

OUTSIDE the Required Consulting Services noted in section 1.2.1.

4. Identify any concerns you noted in your review of the RFP Documents and/or any other

Project/RFP requirements.

RFP Number: 22-888-26-3909 Page 22 of 23

ATTACHMENT D: PROJECT SCHEDULE

1. Respondent must attach a suggested total Project schedule. This should be a realistic schedule that allows adequate time for University reviews/decision-making at all critical steps of the Project. The schedule should provide a high level overview including all major milestones. When preparing the schedule, assume the following:

a) All schedule dates noted in Sections 1.5 and 2.1 of the RFP. The Respondent MUST use the Anticipated Authorization to Proceed date as the starting point of their Project

Schedule. Respondent should not be doing any Work prior to this Anticipated

Authorization to Proceed date.

b) University Project team reviews will occur as required by the University’s Standards and Procedures for Design. While progress on the Campus Plan can be made during the review periods, reviewers have two weeks to provide responses. Respondents shall also build an iterative process into the schedule with one-month final layout and design with significant owner review and comment.

2. State what events or issues, if any, could impede your ability to achieve the substantial completion date (or any other critical dates) stated in Section 1.5 of the RFP.

RFP Number: 22-888-26-3909 Page 23 of 23

ATTACHMENT E: PROJECT FEE

1. Respondent must include an Hourly-Rate Schedule with their Proposal

2. Respondent must complete the following tables to identify their Lump Sum Fee on the

Project. Reimbursable Expenses, as defined in § 11.8 of the Contract, are to be included in your Project Fee.

The Fee tables noted below are for the designated services required for the Project. Do

NOT edit the table unless directed via addenda. Any optional Additional Services (as noted in your response to Attachment C) are NOT to be included in the Fee below.

Supplemental Services Contract Proposed Fee

Campus Plan Primary Objectives § 4.1.1.30 $

Wayfinding and Interpretation Plan § 4.1.1.30 $

Youth Education Space Assessment and

Feasibility Study § 4.1.1.30 $

Additional Renderings of Plan Improvements as Directed for Fundraising Purposes § 4.1.1.30 $

Total Consulting Services Proposed Fee**

Total Consulting Services Fee $

** Your Fee shall include all required services noted in Article § 4.1.1 of the Contract.

Any exceptions to these services are noted in section 1.2.1 of the RFP.