Project # 133198

RFP # 00002657

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RFP Number 00002657 Goods + Services February 3, 2026

Request for Proposals (RFP) for

ECONOMIC AND REAL ESTATE

ANALYSIS ON CALL SERVICES

Proposal Response Packet Section 6: Submission Instructions

Section 7: Required Proposal Components

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RFP at a Glance Proposals Due: February 26, 2026, by: 4:00 p.m. Pacific Time

Project Summary:

Over the next three years, the City of Portland, Bureau of Planning and Sustainability (BPS) will require economic and real estate analysis assistance on an "as-needed" basis for a range of diverse planning projects. The Contractor shall provide in-depth research and analysis to support legislative work which serves to further goals of Portland's 2035 Comprehensive Plan.

Each project will be identified along with the districts and/or sub-districts involved.

Optional Pre-Proposal Meeting:

Thursday, February 12, 2026, from: 9:30am-10:30am, via Microsoft Teams.

Microsoft Teams meeting

Join: https://teams.microsoft.com/meet/27333731626413?p=ycJgC0SUuLca9WpvKF

Meeting ID: 273 337 316 264 13

Passcode: k8pD7Ga6

If you have any issues with the link, contact Cynthia Phillips, Sr. Procurement Specialist at 503-823-8299 or cindy.phillips@portlandoregon.gov;

The City of Portland will make reasonable accommodation for people with disabilities. Please notify the Official RFP Contact at least two (2) Business Days prior to the event, by the City’s TTY at 503-823-6868, or by the Oregon Relay Service at 1-800-735-2900.

Submit Your Proposal:

City of Portland Online Procurement Center:

https://procure.portlandoregon.gov/bso/

Refer to Section 2: Submission Instructions for details.

Have Questions or Need Help? Contact the Single Point of Contact:

Send questions, requests for clarification, or requests for assistance by January 27, 2026. Any questions received after January 27, 2026, may not be answered.

Cynthia Phillips Sr. Procurement Specialist Procurement Services

(503) 823-8299 Cindy.phillips@portlandoregon.gov;

Project # 133198

RFP # 00002657

mailto:cindy.phillips@portlandoregon.gov https://teams.microsoft.com/l/meetup-join/19%3ameeting_Njk0YjFjODgtMmI3MS00OGJlLTk5NTEtNjg4NjA1MTNmZDc5%40thread.v2/0?context=%7b%22Tid%22%3a%22636d7808-73c9-41a7-97aa-8c4733642141%22%2c%22Oid%22%3a%225f200b7b-f0a7-43b3-9a86-977dac6c3d60%22%7d mailto:cindy.phillips@portlandoregon.gov https://procure.portlandoregon.gov/ mailto:Cindy.phillips@portlandoregon.gov

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Section 6: Submission Instructions By submitting a proposal, you accept the general Terms and Conditions listed in Section 6 of the RFP Information Packet for this RFP and the insurance required in Section 5 of the RFP Information Packet.

Proposals are Due February 26, 2026, by: 4:00 p.m. Pacific Time Late proposals are not accepted.

Proposal Page Limit is 12 Pages The Evaluation Committee will not read or consider additional pages of the proposal beyond the page limit.

Not all parts of the proposal are included in the page limit. The Proposal Checklist in Section 7 of this document lists which parts are included in the page limit.

Proposal Contents and Organization You must provide all information requested in this RFP in your response. Responses must follow the format outlined in this RFP. We will not consider additional or unrequested materials.

Follow the order outlined in Section 7: Proposal Checklist for your submission.

Proposal Submission Instructions Submit your proposal through the City’s Online Procurement Center (BuySpeed) at:

https://procure.portlandoregon.gov/

The entire proposal must be submitted before the due date. Allow extra time to upload proposal documents.

Instructions for submitting through BuySpeed are available at:

https://www.portland.gov/business-opportunities/documents/buyspeed-electronic-submittal-instructions/download https://www.portland.gov/business-opportunities/documents/guia-de-envio-de-documentos-de-proveedores-para-buyspeed/download

Modifying or Withdrawing Your Submission You can modify or withdraw your submission through the City’s Procurement Website, BuySpeed, any time before the proposal due date.

https://support.microsoft.com/en-us/office/video-share-a-document-92701e68-148d-42d3-9cd3-7eeab997a738 https://www.portland.gov/business-opportunities/documents/buyspeed-electronic-submittal-instructions/download https://www.portland.gov/business-opportunities/documents/buyspeed-electronic-submittal-instructions/download https://www.portland.gov/business-opportunities/documents/guia-de-envio-de-documentos-de-proveedores-para-buyspeed/download https://www.portland.gov/business-opportunities/documents/guia-de-envio-de-documentos-de-proveedores-para-buyspeed/download

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Section 7: Required Proposal Components Proposal Checklist

Proposal Component Required/Optional Included in page limit?

Proposer Information Form Required N □ Response to City’s Specifications, Functional & Technical Requirements Required N □

Proposer Capabilities Required Y □

Project Team Required Y □

Pricing Proposal Required Y □ Equal Employment Opportunity and Access in Subcontracting Required Y □

Equal Opportunity Employer and Community Involvement Required Y □

Sustainable Business Practices Required Y □

Civil Rights Data Collection Required N □

Exceptions and Deviations to the Contract Form Optional N □

Redacted for Public Disclosure Copy Optional N □

Redaction Summary Form

Required if Redacted for Public Disclosure Copy is provided.

N □

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Proposer Information Form

Proposer’s Full Legal Name

(If Applicable) Doing Business As

Proposer’s Address

Authorized Representative Name

Authorized Representative Title

Authorized Representative Phone

Authorized Representative Email

Authorized Representative Mailing Address

(If Different) Local Contact

Local Contact Phone

Local Contact Email

City of Portland Business License Tax Account # (if currently licensed) https://www.portland.gov/revenue/b usiness-tax

State of Oregon Registry Number https://egov.sos.state.or.us/br/pkg_ web_name_srch_inq.login

State of Incorporation

Common Parent My firm is not owned or controlled by a common parent Name common parent:

Redaction for Public Records

I acknowledge that I may request redactions by including a redacted copy and a summary of redactions in the proposal.

https://www.portland.gov/revenue/business-tax https://www.portland.gov/revenue/business-tax https://egov.sos.state.or.us/br/pkg_web_name_srch_inq.login https://egov.sos.state.or.us/br/pkg_web_name_srch_inq.login

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Open Data Requirements https://efiles.portlandoregon.gov/Re cord/10879908/

I acknowledge the goals of the City of Portland’s Open Data Policy and will work with the City to meet the goals of the Policy, as is applicable to this project.

Insurance Requirements

I acknowledge the insurance requirements for the resulting Contract have been read, and either currently have or will be able to obtain insurance at level required if awarded the Contract.

I request insurance reductions.

List requested insurance reductions:

https://efiles.portlandoregon.gov/Record/10879908/ https://efiles.portlandoregon.gov/Record/10879908/

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Response to the City’s Specifications, Functional, and Technical Requirements Respond to each requirement in the Specifications, Functional, and Technical Requirements in Attachment B.

The contractor shall be expected to work closely with designated City of Portland bureau personnel to accomplish the goals and perform the tasks as listed below:

A. General economic, demographic socio-economic real estate, trend analysis, or market analysis.

B. Analysis of land use and development feasibility, or feasibility studies of specific building forms or prototypes.

C. Analysis of private market impacts of a range of public investments and regulatory changes.

D. Analysis of regulatory improvements and general business environment trends to advance economic development goals.

E. Commercial / Neighborhood economic activity. Collection and analysis of local commercial district economic metrics. This could include, in partnership with Prosper Portland, analysis of economic development assets and opportunities at a local level, discussion of shifts in development patterns in mixed and examination of gentrification issues related to business displacement.

F. Industrial districts. Development and analysis of strategies to increase productivity of industrial land and reduce development constraints.

G. Central City. Analysis of real estate economics and development feasibility to support goals in the Central City 2035 Plan.

H. Code-related analysis. Review of draft code changes and the impact on the real estate development feasibility.

I. Real estate and financial feasibility analysis of transportation corridor improvements, such as Light Rail or Streetcar expansion plans.

J. Real estate and financial feasibility analysis of attached and detached single family development types consistent with current and future residential development standards.

K. Cost/benefit examination of infrastructure or public policy choices.

L. Fiscal impact analysis. This includes analysis of economic impact of development regulations and other policies.

M. Participation at public meetings ranging from citizen advisory groups and neighborhood and business associations to legislative proceedings before Portland City Council and potentially other government agencies.

N. Communications skills for presenting information to the public and engaging in discussions.

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The range of work could include any of the following project types and scales:

i. Individual or multi-block sites

ii. Station areas

iii. Retail districts

iv. Mixed use development

v. Single family development

vi. Industrial Districts

vii. Institutional Campuses

viii. Centers and corridors (including primary arterials/ Main Streets)

ix. District or sub-district level planning and urban design concepts

x. Citywide planning

Proposer Capabilities:

Provide the following information. You can type in the form below or format this information in a separate document. Boxes will expand as you type.

1. General Firm Description Firm’s areas of expertise Firm’s length of time in business Number of employees Include any other information that helps describe your firm

Provide the same information for any subconsultant on the project

2. Describe similar projects your firm has done within the last 3 years, which best characterize your firm’s capabilities, work quality, customer service, and cost control.

Project 1 Project client name

Name, address, and phone number of a person who can be contacted regarding your performance on the project

Describe the type of work performed

Describe the size of the project

Was the project completed?

Was it over or under budget?

If your firm worked as a subconsultant or in partnership

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Project 2 Project client name

Name, address, and phone number of a person who can

Was it over or under budget?

If your firm worked as a subconsultant or in partnership

Project 3 Project client name

Name, address, and phone number of a person who can

Was it over or under budget?

If your firm worked as a subconsultant or in partnership

(Optional) Add additional projects as needed below

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3. Describe your firm’s resources available to perform the work for the duration of this project and other ongoing projects

4. Describe your firm’s management and organizational capabilities A description of your firm’s management approach and how it will help accomplish the project’s goals and objectives

Organizational charts and a statement regarding lines of authority and responsibility

A statement about how your firm is prepared to respond promptly to problems or changes to the Scope of Work

Copies of standard reports used by your firm in existing contracts

Economic and real estate analysis, provide description of your firm’s procedures and policies related to work quality

5. Describe your firm’s specific experience in:

Describe your firm’s specific experience in economic and real estate analysis

6. Describe qualifications and relevant experience of subconsultants and/or partnership entities, if any.

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Project Team Provide the following information. You can type in the form below or format this information in a separate document.

Boxes will expand as you type.

Project Team Information Approximate number of people who would be assigned to this project.

Involvement of the company’s principal member

Identify any training requirements for key personnel to keep current on industry best practices

Identify a proposed project manager, who would be responsible for the day-to-day management of project tasks and would be the primary point of contact with your firm. Describe the project manager’s experience with similar projects and with managing and leading interdisciplinary teams.

Key Personnel Name of Key Personnel 1:

Roles and responsibilities

Relevant experience on similar or related projects

Qualifications

Demonstrated performance record on similar projects

Percentage of their time that will be devoted to this project

Resumes listing educational background, professional development, and demonstrated experience and qualifications to perform the work of this RFP

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Name of Key Personnel 2:

Roles and responsibilities development, and demonstrated experience and

Name of Key Personnel 3:

Roles and responsibilities development, and demonstrated experience and

(Optional) Add additional Key Personnel as needed below.

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Pricing Proposal Create a pricing proposal template to ensure you collect consistent pricing information from all proposers. In the spreadsheet, give directions to proposers about how you would like them to fill out the spreadsheet.

For Professional, Technical, and Expert Services RFPs, format the pricing proposal to identify scope and fee for each equity subcontractor.

For Goods and Services RFPs, the pricing proposal should be formatted with separate columns for goods and services line items, subtotal for cost of all services, and percent of services work subcontracted to equity contractors.

REFERENCES:

Include references for three (3) clients your firm has worked with in the past five (5) years on projects of similar scope and complexity.

Reference 1 Contact name

Contract title

Address

Phone number

Email address

Location/jurisdiction

Summary of the project

Project start and end dates

Project contract value (initial and current ending value)

Reference 2 Contact name

Contract title

Address

Phone number

Email address

Location/jurisdiction

Summary of the project

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Project start and end dates

Reference 3 Contact name

Contract title

Address

Phone number

Email address

Location/jurisdiction

Summary of the project

Project start and end dates

Corporate Responsibility The City of Portland is committed to contracting with equitably aware and environmentally responsible businesses. The City values and supports diversity, advancing equity, and is dedicated to expanding economic opportunities by growing both the demand for and capacity of local subcontractors, including those owned by people of color and women.

Equal Employment Opportunity and Access in Sub consulting How are you providing equal opportunity and access in sub-consulting for all businesses, including minority- and women-owned businesses? Your approach and description must, at a minimum, address the following:

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For three (3) projects worked during the past three (3) years, for either public agency or non-public agency projects, list:

Project 1:

Project Name

All subconsultants utilized under those projects

Total project value (including amendments, if any)

Total project dollars

Percentage of total project dollars paid to each subconsultants

Project 2

Project name

All subconsultants utilized subconsultants

Project 3

Project name

All subcontractors utilized subconsultant

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OUTREACH OPPORTUNITIES

Describe your firm’s approach and methodology for identifying subconsultant opportunities (including suppliers, manufacturers and services) as an equal opportunity employer.

How outreach will be conducted to inform subconsultants of opportunities.

Any mentoring and technical assistance to be made available to subconsultants.

Any strategies, methods, initiatives, or examples of innovation to provide equal opportunity and access which may be utilized in the execution of the work.

Equal Opportunity Employer and Community Involvement List the top three actions/ongoing practices your firm has implemented to ensure you provide opportunities for, and remove barriers to, employment in your workforce for everyone, including women and people of color, at all levels of your firm (e.g., upper management, middle management and lower-level management).

Action/Ongoing Practice 1 Describe the action or ongoing practice

Describe when you started and any timelines for implementation

Describe any performance metrics that characterize these achievements or third-party awards/recognition

Action/Ongoing Practice 2

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Action/Ongoing Practice 3

Sustainable Business Practices List the top five actions/ongoing practices your firm has implemented to reduce the environmental impacts of your operations (for example, energy efficiency, use of recycled content or non-toxic products, use of public transit or alternative fuel vehicles, waste prevention and recycling, water conservation, green building practices, etc.).

Action/Ongoing Practice 1 Describe the action or ongoing practice

Describe when you started and any timelines for metrics that characterize these achievements or third-party awards/recognition

Action/Ongoing Practice 2

Action/Ongoing Practice 3

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Action/Ongoing Practice 4

Action/Ongoing Practice 5

Does your firm hold any third-party certifications related to sustainable business operations? (e.g.

B-Corp certification or similar) Name of the Certification Link to the certification requirements Name of organization who administers the certification

Civil Rights Data Collection The information provided in this section will be retained separately and will not be used for purposes of evaluating and scoring proposals.

Proposer Information Is your firm COBID Certified? Yes

No, and my firm does not qualify.

Describe your firm’s workforce demographics

Subconsultant Information (please identify all subcontractors to be used) Subcontractor 1 Information COBID

Certified?

Scope and percent of work allocated

Firm’s legal name Yes Certification

Email Phone number

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BuySpeed Vendor #, if applicable

No

Subconsultant 2 Information COBID Certified?

Scope and percent of work allocated

Firm’s legal name Yes

Subconsultant 3 Information COBID Certified?

Scope and percent of work allocated

Firm’s legal name Yes

Add additional rows for additional Subconsultants as needed

Evaluation Criteria Weighting Choose the weight you would like to give to each evaluation criteria. If you adjusted the titles of the proposal components above, use those titles in the table below.

Phase 1 Evaluation Criteria

Evaluation Criteria Percent of total points

Percent of points for sub-criteria

Proposer Capabilities 30 - Project Team 15 - Project Approach 20 - References 10 - Pricing 5 - Corporate Responsibility 20 -

Equal Employment Opportunity and Access in Subcontracting 10 -

Equal Opportunity Employer and Community Involvement 5 - Sustainable Business Practices 5 -

Total 100% -

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Exceptions and Deviations to the Sample Contract

The Sample Contract is available in Section 5 of the RFP Information Packet. It contains the terms and conditions that will govern the resulting Contract between the City and the Consultant.

As part of the Evaluation Phase 2, shortlisted proposers will be required to submit exceptions and deviations to the City’s Sample Contract. Proposers must make exception and deviation requests through this form.

Only requests submitted on the form will be considered. Requests that state the entire Contract be negotiated will not be considered.

Contract Exceptions and Deviations Form Contract Section No.

Current language Requested exception (in redline)

Reason

EXAMPLE:

Section 1.0 Definition - System

“System” means collectively all Products to be provided by Contractor to City and the Third Party Software and equipment specified by Contractor under this Contract.

“System” or “Solution” means collectively all Products to be provided by Contractor to City and the Third Party Software and equipment specified by Contractor under this Contract.

Company requests this change because our SLA and EULA refer to “Solution”. No equipment is being provided under this Contract.

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Proposal Redactions for Public Records Purposes If you want to request redactions to your proposal, you must:

1. Include one “Redacted for Public Disclosure” copy of the proposal in unprotected Microsoft Word format, with the requested redactions highlighted in yellow

a. When exempt information is mixed with nonexempt information on the same page, the exempt information must be redacted in a way that allows the disclosure of the non-exempt information

b. Any portion of a proposal you claim as exempt from disclosure must meet the requirements of ORS 192.345, ORS 192.355 and/or ORS 646.461 et seq.

2. Complete the table below and submit it with your proposal.

Redaction Summary Form Proposal Page Number and Section

Content to be redacted Reason for redaction