February 12, 2026

REQUEST FOR PROPOSAL

RP006-26

The Gwinnett County Board of Commissioners is soliciting competitive sealed proposals from qualified firms for the Provision of Professional On-Call Planning Services on a Multi-Year Contract for the Department of Planning and Development.

Proposals must be returned in a sealed container marked on the outside with the Request for Proposal number and Company Name. Sealed Proposals will be received until 2:50 P.M. local time on March 16, 2026, at the Gwinnett County Financial Services - Purchasing Division – 4th Floor Charlotte J. Nash Building, 75 Langley Drive, Lawrenceville, Georgia 30046. NOTE THAT THE PURCHASING DIVISION HAS TEMPORARILY RELOCATED. ALL PROPOSALS MUST BE SUBMITTED AT THIS LOCATION. Any proposal received after this date and time will not be accepted. Proposals will be publicly opened and only names of submitting firms will be read at 3:00 P.M. The opening will be virtual ONLY. To access the proposal opening, click the following Webex link (https://gwinnettgov.webex.com/gwinnettgov/j.php?MTID=m1510cc1a7baf7f3e36f8bbb8b09b977e), or dial 408-418-9388, and enter Conference ID ##2331 485 8009. A list of firms submitting proposals will be available the following business day on our website, www.GwinnettCounty.com.

A Webex pre-proposal conference is scheduled for 10:00 A.M. local time on February 26, 2026. To access, click the following Webex link (https://gwinnettgov.webex.com/gwinnettgov/j.php?MTID=mc0c1a27a4258c24828c6fd322dc95051), or dial 408-418-9388, and enter Conference ID ##2331 486 8669. All interested firms are urged to attend. Questions regarding proposals should be directed to Casey Beauston, Purchasing Associate III, at Casey.Beauston@GwinnettCounty.com no later than 3:00 P.M. local time on February 27, 2026.

Proposals are legal and binding upon the firm when submitted. One (1) unbound single-sided original, six (6) identical, bound single-sided copies, and one (1) electronic copy on a flash drive or thumb drive should be submitted. The cost proposal is to be submitted in a separate sealed envelope and should not be included in the copies mentioned above.

Successful firm will be required to meet insurance requirements. The Insurance Company should be authorized to do business in Georgia by the Georgia Insurance Department and must have an A.M. Best rating of A-10 or higher.

Gwinnett County does not discriminate on the basis of disability in the admission or access to its programs or activities. Any requests for reasonable accommodations required by individuals to fully participate in any open meeting, program or activity of Gwinnett County Government should be directed to the ADA Coordinator at the Gwinnett County Justice and Administration Center, 770-822-8165.

The written proposal documents supersede any verbal or written prior communications between the parties.

Selection criteria are outlined in the request for proposal documents. Gwinnett County reserves the right to reject any or all proposals, to waive technicalities, and to make an award deemed in its best interest.

Award notification will be posted after award on the County website, www.gwinnettcounty.com and companies submitting a proposal will be notified via email.

We look forward to your proposal and appreciate your interest in Gwinnett County.

Casey Beauston Purchasing Associate III

The following pages should be returned as part of your proposal:

Cost Proposal (Separate Sealed Envelope), Pages 8-11 Firm Information, Page 14 References, Page 15 Code of Ethics, Page 33 Contractor Affidavit, Page 34 https://gwinnettgov.webex.com/gwinnettgov/j.php?MTID=m1510cc1a7baf7f3e36f8bbb8b09b977e http://www.gwinnettcounty.com/ https://gwinnettgov.webex.com/gwinnettgov/j.php?MTID=mc0c1a27a4258c24828c6fd322dc95051 mailto:Casey.Beauston@GwinnettCounty.com http://www.gwinnettcounty.com/

RP006-26 Page 2

I. BACKGROUND AND INTRODUCTION

The Gwinnett County Department of Planning and Development (P&D) is seeking qualified firms for Professional On-Call Planning Services. This submission will assist P&D in selecting consulting firms to provide professional services for long-range planning on an on-call basis to support the County’s efforts to effectively plan for long-term growth and redevelopment consistent with the Gwinnett County 2045 Unified Plan.

Gwinnett County has grown significantly in the last 40 years. The County’s population increased from approximately 167,000 in 1980 to over one million in 2024, and the County transformed rapidly from predominantly rural to a suburban community of Atlanta. The County’s 2045 Unified Plan, adopted by the Board of Commissioners in February 2024, is the County’s blueprint for the future. The plan sets the policy agenda for growth and development over the next 20 years, with the goal to accommodate population growth while maintaining high quality of life and the County’s distinct identity. With less than 10% of land available for development and the need for infrastructure improvements and maintenance, the County is intentional and deliberate in focusing on in-fill development and redevelopment in strategic locations. Work performed under this contract will support and advance planning initiatives and strategies from visioning and policy development to technical studies, implementation of best practices, code modernization, and capital project planning.

II. SCOPE OF WORK

This contract will be for professional on-call planning services from qualified firms to augment planning needs for the Gwinnett County Department of Planning and Development. The firms will perform services as requested by the County. Deliverables will be defined under individual work authorizations.

The services categories include Urban Planning and Community Engagement and Infrastructure Planning.

**NOTE**: Proposing firms must disclose whether they are currently providing services to the County under a separate contract, including the contract number.

Firms may respond to one or both service categories. If responding to both categories, two separate proposals (one for Category A and one for Category B) must be submitted. Potential scope of work may include but are not limited to the following:

A. Urban Planning and Community Engagement This service category focuses on advancing the County’s long-range and small area planning initiatives through visionary, data-driven, and community-supported approaches. Firms will help translate the goals of the 2045 Unified Plan into actionable strategies, policies, and design concepts that guide future development and redevelopment in alignment with Gwinnett’s values of connectivity, resilience, and inclusivity. Services may range from comprehensive planning and ordinance updates to placemaking, urban design, and facilitation of meaningful community engagement that builds broad public ownership of the County’s planning efforts.

1. Comprehensive and Small Area Planning

a. Existing conditions analysis

b. Future land use map

c. Community vision and goals

d. Policy and strategy recommendations

e. Implementation matrix

f. Draft and final plan documents

g. Public presentation materials

RP006-26 Page 3

2. Unified Development Ordinance Amendment

a. Policy and ordinance research (industry trend, best management practices)

b. Unified Development Ordinance Amendment

c. Zoning Overlays

3. Urban Design and Placemaking

a. 3D massing models and static renderings

b. Animated flythroughs or walkthroughs

c. Streetscape concept plans

d. Public-realm improvements (e.g., plazas, parklets, furniture)

e. Site-specific placemaking design and renderings

f. Placemaking master plan or vision book

4. Community Engagement and Facilitation

a. Public and stakeholder engagement plan and engagement summary report

b. Meeting logistic planning, facilitation and materials

c. Stakeholder interviews, public input data collection, survey, and synthesization

d. Development of outreach toolkit and education materials, including fact sheets, infographics, contents for videos or animations, website and social media working with the County’s Communication Department.

B. Infrastructure Planning

Gwinnett County has adopted six small area plans in July 2025 (Venture Drive, Oakbrook Parkway, Northbrook Parkway, Killian Hill, Centerville, and Bethesda) to further redevelopment concepts based on the Daily Community Framework in the 2045 Unified Plan. The County has also begun to develop Infrastructure Plans to make sure that the County’s infrastructure investment will be intentional in achieving the smart growth goals for these areas. Firms will support the development of infrastructure plans that align with the adopted 2045 Unified Plan and related small area plans, integrating land use and infrastructure planning to support redevelopment initiatives. Assignments may also include policy analysis, conceptual development, alternatives analysis, or planning level cost estimating for transformative projects.

Development of the infrastructure plan is a comprehensive planning effort across key infrastructure elements supporting redevelopment, therefore, collaboration with the Gwinnett County Department of Transportation (DOT), Department of Water Resources (DWR), and Parks and Recreation Department (P&R) will be critical, as will experience with stakeholder engagement. The Department of Planning and Development will facilitate the coordination.

The infrastructure plans cover two (2) primary disciplines, including mobility (transportation, trails, transit) and water resources (water, sewer, stormwater) planning.

The scope for infrastructure planning services may include but is not limited to the following:

1. Mobility Planning

a. Multimodal Transportation and Mobility Planning: assessment of gap between existing adopted plans and small area plans, development of multimodal corridor priorities, mode share and travel behavior analysis, travel demand forecast, comprehensive mobility planning, complete street policy and implementation.

b. Corridor and Feasibility Studies: development of conceptual design alternatives for project identified in a small area plan or an associated infrastructure plan, including technical

RP006-26 Page 4 analysis (e.g., Level of Service [LOS], safety, right-of-way), active transportation strategies, planning level cost estimates, and placemaking enhancement.

c. Project Prioritization, Policy, and Funding Recommendations for effective implementation of transformative infrastructure projects for redevelopment areas.

d. Travel Demand and Improvement Analysis: development or review of traffic impact analysis, future traffic demand forecasts that reflect the vision of the small area plans; preparation of pedestrian audit reports, traffic count data, origin-destination and travel demand modeling, and development of improvements projects to improve mobility.

e. Smart Vehicle Technology Assessments: review of emerging technologies (e.g., Connected and Automated Vehicles [CAV], Vehicle-to-Everything [V2X]), pilot project concept proposals, policy recommendations, readiness assessment.

f. Visualization and Tool Development: development of tools and visualization for stakeholder engagement or tracking of recommended project implementation.

2. Water Resources Planning Firm will support the development of water resources planning (water, sewer, and stormwater) within the adopted small area plan areas and collaborate with in-house staff at both P&D and DWR in identifying potential capital projects, costs, policies, funding mechanism, ordinance reviews and update. Tasks may include:

a. Mapping, presentations, and technical analyses

b. Review of modeling and analysis prepared by DWR and P&D

c. Preparation of reports, memoranda, and data visualizations

d. Stormwater collection and treatment analyses

e. Conceptual design of amenitized stormwater facilities

f. Planning-level cost estimates, policy, and funding analysis

III. PROPOSAL SUBMISSION REQUIREMENTS

Respondents are encouraged to submit clear and concise responses, and excessive length or extraneous information is discouraged. In an effort to ensure the County’s ability to evaluate and choose successful firms for this project, respondents are encouraged to be responsive to the specific range of issues requested in this solicitation. Submission of excessive “boilerplate” information, including sales brochures, is discouraged. If proposers are responding to both categories, the responses must be separated; one proposal for Category A, and one proposal for Category B.

Proposers should not submit website links in lieu of written responses. Website links and any information contained within may not be reviewed or considered by Gwinnett County. The firm’s proposal should be organized in the order and format described below. At its discretion, the Evaluation Committee may request a proposer provide missing information and/or provide clarifications regarding its proposal, as may be required in the evaluation process.

PROPOSAL CONTENT

The Proposal shall be responsive to the specific range of tasks and issues described in this Request for Proposal. Firms are asked to read this document carefully to ensure that they address the specific requirements of this Request and submit all requested information.

Gwinnett County intends to select up to three (3) firms for each category through this proposal. Firms or teams are not required to provide services across both service categories. Teams/firms may respond to either or both service categories. If a team/firm submits for both categories, the County will evaluate its qualification for each category separately. Each Proposal will be evaluated based on the strength of qualifications and expertise in the service categories the firm chooses to address.

RP006-26 Page 5

Proposal packages should include the following information:

Phase I

1. Team Organization and Qualifications (25 Points):

Describe the qualifications of the firm to carry out the proposed services. Documentation should include an organization chart identifying all key personnel to be involved in delivering services and their respective roles. Resumes shall be included for key personnel. At a minimum, these individuals must be identified: Principal-in-Charge, Contract Administrator, Project Manager, Senior Position responsible for delivery of assigned tasks, and Subject Matter Experts. Please also indicate by discipline the number of American Institute of Certified Planners (AICP), Leadership in Energy and Environmental Design Accredited Professional (LEED-AP), Geography Information Systems Professional (GISP), Conference for New Urbanism Accredited (CNU-A), Professional Transportation Planner (PTP), Project Management Professional (PMP), Professional Engineer (PE), or other relevant professional certifications. Resume shall also include location of the staff, total years of experience, and years of service with the firms.

2. Experience and Expertise (30 Points):

Describe the firm’s understanding of Gwinnett County and why the County should consider the firm’s unique services to achieve long-term County goals. Provide past experience and projects for similar size community or projects with unique complexity, innovation, or transformation effects on the communities served. Firms are encouraged to include expertise that is innovative and forward-looking for sustainable community and infrastructure development.

Examples for Category A may include scenario-based land use frameworks, 3D visualizations, design guidelines, phased implementation playbooks, form-based codes, tactical urbanism, public realm concept plans, narrative storytelling, and pop-up engagement kits.

Examples for Category B may include integrated land use and mobility planning, complete street transformation, corridor redesign and staging, transit-oriented development planning and implementation, water and sewer system modeling, stormwater strategies and design for redevelopment, policy development, and public engagement.

3. Project Management (15 Points):

Describe the firm’s approach to project management and communication with the County, including the ability to maintain schedules and manage multiple concurrent assignments.

4. Quality Assurance Practices (10 Points):

Describe how the firm ensures quality assurance throughout the project lifecycle, including processes for technical review and deliverable quality control.

5. References (10 Points):

Provide at least (3) three references (including names, addresses, phone numbers, and relevant projects) that demonstrate successful multidisciplinary work for government, institutional, or corporate entities within the past five (5) years. References should reflect the work of individuals proposed in the submission. All references should be verified for current contact information prior to submission.

Gwinnett County will make every attempt to contact references. If a reference does not respond to attempts at verification, the consultant shall receive no points for that reference. It is incumbent upon the proposing consultant to verify the contact information and availability of references prior to submission of proposal(s).

RP006-26 Page 6

Phase II

6. Cost Proposal (10 Points):

Submit in a separate sealed envelope the hourly rates for personnel in the format provided herein that lists the professional fees that will be charged to provide the services described in this proposal.

Phase III

7. Optional Interview (10 Points):

At the discretion of the Evaluation Committee, interviews may be requested to offer a brief explanation of the firm’s services and how the firm will provide these services for the County. All costs associated with the interview (if required) will be at the expense of the proposing firm.

The County makes no commitment that this process will lead to a contract of any kind and reserves the right to cancel this process at any time, short of executing an agreement with any firm.

Review and Rating of Evaluation Criteria A selection committee will evaluate all responses to this Request for Proposal. Proposals will be evaluated by service category based on the quality of responses to the requirements of this Proposal. The evaluation criteria are outlined below with weighted values as shown. Gwinnett County reserves the right to reject any or all Proposals, in whole or in part; to negotiate changes in the scope of services; and to waive any technicalities as deemed in its best interest.

Gwinnett County intends to select multiple consulting firms under this procurement. Firms are not expected to provide services for both categories. Instead, each Proposal will be evaluated based on the strength of qualifications and expertise in the service categories the firm chooses to address. If a firm submits for both categories, its qualification for each category will be evaluated separately.

The Technical Proposals will be evaluated in order to select the firm(s) which rates highest according to the criteria elaborated above (Phase I, 1-5). The selection committee may then shortlist the highest scoring firm(s) to Phase II.

In Phase II, the Cost Proposal of the shortlisted firm(s) will then be opened and scored. The highest scoring firm may be selected at this point, or the committee may invite a number of the highest scoring firm(s) to interview.

Phase I Criteria Points 1 Team Organization and Qualifications 25 2 Experience and Expertise 30 3 Project Management 15 4 Quality Assurance Practices 10 5 References 10

Phase I Subtotal 90 Phase II

6 Cost Proposal 10 Phases I and II Subtotal 100

Phase III 7 Optional Interview 10

Maximum Total 110

RP006-26 Page 7

The number of firms shortlisted and interviewed, if any, will be at the discretion of the selection committee.

If Phase III is deemed necessary for selection, interviews and evaluation will be performed and will be worth an additional 0-10 points in the selection process. The number of firms shortlisted and interviewed will be at the discretion of the selection committee. The firm will be responsible for any cost associated with the request for an interview.

If unable to reach an agreement with the highest scoring firm, the County may then negotiate with the second-ranked firm and so on, until a satisfactory agreement has been reached, or the County may terminate the negotiation process, or make a recommendation of award to the Purchasing Division.

INSURANCE

The selected Firm will be responsible for providing evidence of the insurance coverage as required in the provisions of the attached requirements and maintaining said insurance throughout the project.

RP006-26 Page 8 FAILURE TO RETURN THIS PAGE AS PART OF YOUR PROPOSAL DOCUMENT MAY RESULT IN REJECTION OF PROPOSAL.

COST PROPOSAL

(SUBMITTED IN A SEPARATE SEALED ENVELOPE)

FIRM NAME

The following hourly rates for personnel will be used for Services provided under the Agreement. Personnel assigned to a Project by the Contract Manager will be billed to the County for time spent during the monthly billing period at the following hourly rates. Gwinnett County reserves the right to add positions at a mutually agreed upon rate. Any other support personnel for whom the Firm intends to bill, but who are not listed, must be described and priced on an attached page.

The titles listed on the cost proposal are associated with the typical services the County anticipates using during the contract duration and fees should be listed for each.

Category A - Urban Planning and Community Engagement

ITEM POSITION DESCRIPTION YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5

1 Principal $ $ $ $ $

2 Project Manager $ $ $ $ $

3 Project Manager, Senior $ $ $ $ $

4 Project Manager, Principal $ $ $ $ $

5 Planner $ $ $ $ $

6 Planner, Senior $ $ $ $ $

7 Planner, Principal $ $ $ $ $

8 Public Outreach Coordinator $ $ $ $ $

9 Public Outreach Specialist $ $ $ $ $

10 Designer $ $ $ $ $

11 Designer, Senior $ $ $ $ $

12 Environmental Scientist $ $ $ $ $

RP006-26 Page 9

Category A - Urban Planning and Community Engagement

ITEM POSITION DESCRIPTION YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5

13 Environmental Scientist, Senior $ $ $ $ $

14 Administrative Support $ $ $ $ $

15 Accountant $ $ $ $ $

16 Urban Designer $ $ $ $ $

17 Zoning & Land Use Specialist $ $ $ $ $

18 Architectural / Design Review Specialist $ $ $ $ $

19 Graphic Designer / Visual Communications Specialist $ $ $ $ $

20 3D Visualization / Rendering Specialist $ $ $ $ $

21 GIS Analyst $ $ $ $ $

22 Data Analyst $ $ $ $ $

23 Land Use Law Advisor $ $ $ $ $

24 Technical Editor / QA/QC Specialist $ $ $ $ $

25 Landscape Architect $ $ $ $ $

26 Other $ $ $ $ $

RP006-26 Page 10

Category B - Infrastructure Planning

ITEM POSITION DESCRIPTION YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5

1 Principal $ $ $ $ $

2 Project Manager $ $ $ $ $

3 Project Manager, Senior $ $ $ $ $

4 Project Manager, Principal $ $ $ $ $

5 Planner $ $ $ $ $

6 Planner, Senior $ $ $ $ $

7 Planner, Principal $ $ $ $ $

8 Engineer $ $ $ $ $

9 Engineer, Senior $ $ $ $ $

10 Engineer, Principal $ $ $ $ $

11 Modeler $ $ $ $ $

12 Modeler, Senior $ $ $ $ $

13 Modeler, Principal $ $ $ $ $

14 Public Outreach Coordinator $ $ $ $ $

15 Public Outreach Specialist $ $ $ $ $

16 Structure Engineer $ $ $ $ $

RP006-26 Page 11

Category B - Infrastructure Planning

ITEM POSITION DESCRIPTION YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5

17 Structure Engineer, Senior $ $ $ $ $

18 Traffic Engineer $ $ $ $ $

19 Administrative Support $ $ $ $ $

20 Accountant $ $ $ $ $

21 Environmental Scientist $ $ $ $ $

22 Environmental Scientist, Senior $ $ $ $ $

23 Graphic Designer $ $ $ $ $

24 Grant Writer $ $ $ $ $

25 Architect $ $ $ $ $

26 Landscape Architect $ $ $ $ $

27 GIS Analyst $ $ $ $ $

28 GIS Analyst, Senior $ $ $ $ $

29 Technical Editor $ $ $ $ $

30 Other $ $ $ $ $

RP006-26 Page 12

Category A Fees will be scored by using the Sample Project below:

Category A – Sample Project

Task Position Hours

Project Management, progress meetings and reports

Principal 5 Project Manager 20 Planner, Principal 15 Accountant 5 Technical Editor / QA / QC Specialist 20

Project Initiation and Early Engagement

Project Manager 14 Planner, Senior 45 Public Outreach Coordinator 40

Public Outreach Specialist 50

Graphic Designer / Visual Communications Specialist

Analysis and Vision Development

Project Manager 20 Planner, Senior 60 Urban Designer 45 GIS Analyst 45 Landscape Architect 20

Plan Development and Implementation Strategy

Project Manager 30 Planner, Senior 60 Urban Designer 45 Zoning & Land Use Specialist 25

Graphic Designer / Visual Communications Specialist

TOTAL 614

RP006-26 Page 13

Category B Fees will be scored by using the Sample Project below:

Category B – Sample Project

Task Position Hours

Project Management, progress meetings and reports

Project Manager 20 Principal 2 Accountant 2 Planner 16

Existing Conditions Review, including traffic demand projections for future conditions

Planner, Senior 40 Planner 60 Engineer 24 Engineer, Senior 16 GIS Analyst 16 Modeler 20 Traffic Engineer 24

Workshops (2) – multi-department coordination

Project Manager 16 Principal 8 Planner, Senior 16 Planner 24 Engineer 16 Engineer, Senior 4 Graphic Designer 2 GIS Analyst 8

Preparation of Report, Implementation Plan and Final

Presentation

Planner 80 Planner, Senior 32 Engineer 60 Engineer, Senior 12 Graphic Designer 20 Traffic Engineer 24 Principal 4 Project Manager 24 GIS Analyst 24

TOTAL 614

RP006-26 Page 14

FAILURE TO RETURN THIS PAGE AS PART OF YOUR PROPOSAL DOCUMENT MAY RESULT IN

REJECTION OF PROPOSAL.

FIRM INFORMATION

(This page should be included as part of the proposal document and NOT with the Cost Proposal)

The undersigned acknowledges receipt of the following addenda, listed by number and date as issued appearing on each:

Addendum No. Date Addendum No. Date

Certification Of Non-Collusion in Proposal Preparation

(Signature) (Date)

The services to be performed under this Agreement shall commence upon final approval by the Board of Commissioners. The initial term of this Agreement shall be through December 31, 2026. This Agreement shall terminate absolutely and without further obligation on the part of the County at the close of the calendar year of execution and at the close of each succeeding calendar year of renewal, if renewed. This Agreement shall be automatically renewed upon the same terms and conditions unless the County terminates the Agreement on the day of the close of the calendar year in which it was executed or within sixty (60) days after the day of the close of the calendar year of execution or of each succeeding calendar year for which it may be renewed, for a total lifetime obligation of five (5) years. If applicable, title to any supplies, materials, equipment or other personal property shall remain in the vendor until fully paid for by the County. In addition, this Agreement will terminate immediately and absolutely when appropriated and otherwise unobligated funds are no longer available to satisfy the obligations of the County under the Agreement. Any obligation of the County hereunder is only for such sums payable during the calendar year of execution or each calendar year of renewal, if renewed.

In compliance with the attached specifications and the Instructions for Vendors, the undersigned acknowledges all requirements outlined in the "Instructions for Vendors" and all documents referred to therein, offers and agrees, if this proposal is accepted by the Board of Commissioners within one hundred twenty (120) days of the date of proposal opening, to furnish any or all of the items upon which prices are quoted, at the price set opposite each item, delivered to the designated point(s) within the time specified in the fee schedule. By submission of this proposal, I understand that Gwinnett County uses Electronic Payments for remittance of goods and services. Vendors should select their preferred method of electronic payment upon notice of award. For more information on electronic payments, please refer to the Electronic Payment information in the Instructions for Vendors.

Legal Business Name (If your company is an LLC, you must identify all principals to include addresses and phone numbers in your submittal)

Complete Address

Does your company currently have a location within Gwinnett County? Yes No

Representative Signature Printed Name

Telephone Number E-mail Address http://www.gwinnettcounty.com/portal/gwinnett/Departments/FinancialServices/Treasury/

RP006-26 Page 15 FAILURE TO RETURN THIS PAGE AS PART OF YOUR PROPOSAL DOCUMENT MAY RESULT IN REJECTION

OF PROPOSAL.

FIRM NAME ____________________________________________________________________

REFERENCES

Gwinnett County requests a minimum of three (3) references where work of a similar size and scope has been completed within the past five (5) years.

Note: References should be customized for each project, rather than submitting the same set of references for every project bid. The references listed should be of similar size and scope to the project being proposed on. Do not submit a project list in lieu of this form.

1. Customer Name/Address

Brief Description of Project

Completion Date

Contract Amount $ Start Date

Contact Person Telephone

E-Mail Address

2. Customer Name/Address

Completion Date

3. Customer Name/Address

Completion Date

RP006-26 Page 16

GWINNETT COUNTY

FINANCIAL SERVICES │ RISK MANAGEMENT

PROFESSIONAL SERVICES

INSURANCE REQUIREMENTS

(FOR PROJECTS LESS THAN $5,000,000)

Insurance:

Contractor shall provide evidence of insurance for at least the coverage and amounts set forth below. All insurance shall be maintained in the form and with a company (or companies) satisfactory to the Gwinnett County Board of Commissioners. The Contractor and their Subcontractor’s/Vendor’s Certificate of Insurance shall require that the County be notified in writing thirty

(30) days prior to cancellation, modification or non-renewal of any insurance policy listed on Certificate. Upon request, Contractor shall provide the County with certified copies of all required insurance policies.

A. Minimum Coverage

Commercial General Liability (Occurrence Form):

General Aggregate (other than Prod/Comp Ops Liability) $2,000,000 Products/Completed Operations Aggregate $2,000,000 Personal & Advertising Injury Liability $1,000,000 Each Occurrence $1,000,000

• Gwinnett County Board of Commissioners to be named as Additional Insured

• Additional Insured Endorsement CG 20 10 (edition dates of 07/04, 04/13, 12/19 or a substitute endorsement providing equivalent coverage) and CG 2037 (edition dates of 07/04, 04/13, 12/19 or a substitute endorsement providing equivalent coverage) must be provided with your Certificate of Insurance.)

• Primary and Non-Contributory Endorsement to be specified in writing

• Dedicated Limits per Project Site or Location (CG 25 03 or CG 25 04)

• Contractual Liability

• Broad Form Property Damage

• Severability of Interest

• Underground, explosion, and collapse coverage

• Personal Injury (deleting both contractual and employee exclusions)

• Incidental Medical Malpractice

• Hostile Fire Pollution Wording

• Include Waiver of Subrogation in favor of Gwinnett County Board of Commissioners

• If project or operations are within 50 ft of a railroad, Contractor is required to name the specific Railroad as an Additional Insured and provide a copy of the Additional Insured Endorsement CG2417 or its equivalent.

• In the event the General Liability insurance required by this Contract is written on a claims-made basis, Contractor warrants that any retroactive date under the policy shall precede the effective date of this Contract; and that either continuous coverage will be maintained or an extended discovery period will be exercised for a period of five (5) years or applicable statute of limitation period following completion of the work.

RP006-26 Page 17

Automobile Liability to include:

Combined Single Limit – Each Accident $1,000,000

• Comprehensive form providing coverage for bodily injury, death of any person, and property damage arising out of the ownership, maintenance, and use of all owned, non-owned, leased, hired, borrowed vehicles, and any other statutorily required automobile coverage.

• Gwinnett County Board of Commissioners to be named as Additional Insured

• Additional Insured Endorsements must be provided with the Certificate of Insurance

• Coverage to include loading and unloading

• Contractual Liability

Worker’s Compensation & Employer’s Liability Coverage to include:

Workers Compensation Georgia State Statutory Limits Employers Liability

Bodily Injury by Accident – Each Accident $ 500,000 Bodily Injury by Disease – Policy Limit $ 500,000

Bodily Injury by Disease – Each Employee $ 500,000

• Waiver of Subrogation in favor of Gwinnett County Board of Commissioners

Umbrella/Excess Liability Insurance with policy limits as determined by Contract Sums (higher limits may be required depending on the extent of contract):

Each Occurrence and Aggregate Limit $1,000,000

• Gwinnett County Board of Commissioners to be named as Additional Insured

• Additional Insured Endorsements must be provided with the Certificate of Insurance

• Concurrency of Effective Dates with Primary

• Blanket Contractual Liability

• Drop Down Feature

• Umbrella Policy must be as broad as the primary policy.

• Coverage excess over General Liability, Business Auto Liability, and Employers Liability

• In the event the Umbrella/Excess Liability insurance required by this Contract is written on a claims-made basis, Contractor warrants that any retroactive date under the policy shall precede the effective date of this Contract; and that either continuous coverage will be maintained or an extended discovery period will be exercised for a period of five (5) years or applicable statute of limitation period following completion of the work.

Builder's Risk Insurance or Installation Floater Insurance (with the exception for work where the County secures project Builders Risk):

On all new structures, bridges, overpasses, culverts, and railroad crossings, the Contractor shall purchase and maintain insurance in an amount sufficient to cover the full contract amount, from a company licensed, and authorized to do business by the Office of the Insurance and Safety Fire Commissioner of Georgia (“Insurance Commissioner”), with the exception of non-admitted carriers, in which case the broker placing coverage should be licensed by the Insurance Commissioner. All agents placing coverage should be licensed by the Insurance Commissioner, either as a resident or non-resident.

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Property Insurance:

The Contractor is fully and solely responsible for any physical loss or damage to all tools, equipment, construction office trailers and their contents, vehicles or any other personal property utilized in the performance of the Contractor’s work. Contractor agrees to waive its rights of recovery and cause its insurers, if any, to waive their rights of subrogation against Owner and Company for any such damage or loss, however caused.

Professional Liability (Errors and Omissions):

Claim/Wrongful Act: $1,000,000 limit of insurance General Aggregate: $2,000,000 limit of insurance

• In the event that any professional liability insurance required by this Contract is written on a claims-made basis, Contractor warrants that any retroactive date under the policy shall precede the effective date of this Contract; and that either continuous coverage will be maintained, or an extended discovery period will be exercised for a period of five (5) years or applicable statute of limitation period following completion of the work, unless such coverage becomes unavailable in the market on a commercially reasonable basis, in which case the Contractor shall notify the Insurance Manager. If the Director of the Department for which the Contractor is doing the work and the Insurance Manager both agree that such coverage is not commercially reasonably available (such agreement not to be unreasonably withheld), the Contractor may for the period such coverage is not commercially reasonably available, elect not to provide such coverage.

Pollution Liability Insurance: Applies if scope of work requires the handling and/or transportation of hazardous materials including, but not limited to, asbestos, lead, silica, contaminated soil, or any other hazardous material as defined by applicable law. Could add “or scope of work involves grading, concrete, de-watering, underground utilities, exterior insulation and finish systems (EIFS); fire protection; HVAC; plumbing; roofing; exterior siding, stucco, or skin of any type, flashing, installation of skylights, windows, storefronts, or exterior doors; waterproofing, exterior sheet metal; rough carpentry; or any other trades as The County may designate”, then the following Pollution Liability Insurance shall meet or exceed the following minimum requirements:

Per Incident Limit $1,000,000 Aggregate Limit $2,000,000

• Limits for Bodily Injury, Property Damage, Environmental Damage or Clean-Up Costs, including coverage for Non-Owned Disposal Sites.

• For Subcontractors whose scope of work includes transportation of hazardous materials, the insurance must also include coverage for pollution conditions arising from the transportation of hazardous materials.

• Whether written on an “Occurrence” basis or on a “Claims Made” basis, coverage shall either be renewed continuously or shall provide an extended claims reporting period of five (5) years or applicable statute of limitation period following completion of the work.

• Gwinnett County and their respective officers, directors and employees, and any other parties required by The County shall be Additional Insureds during the term of the subcontract agreement and through all applicable statutes of limitation and repose.

• Additional Insured Endorsements must be provided with the Certificate of Insurance

• The policy shall stipulate the insurance afforded to the Additional Insureds applies as primary insurance and that any other insurance carried by the Additional Insureds will be excess only.

Crane Insurance: Applies if any work to be performed involves the use of any owned, leased, chartered, or hired crane of any type:

Occurrence Limit $5,000,000

• Evidence of coverage in the form of a Certificate of Insurance shall be provided to The County prior to start of work.

• Gwinnett County Board of Commissioners and their respective officers, directors and employees, and any other parties required by the County shall be Additional Insureds.

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• Additional Insured Endorsements must be provided with the Certificate of Insurance

Riggers Liability Insurance:

If any work to be performed involves the rigging, lifting. lowering or moving of property or equipment, then those parties performing such work shall carry Rigger’s Liability Insurance in an amount adequate to insure against the physical loss or damage to the property or equipment in its care.

Crime or Fidelity Insurance:

Limit of Insurance $1,000,000

• The Contractor shall maintain employee dishonesty and computer fraud coverage including, but not limited to, dishonest acts of Contractor, its employees, agents, subcontractors and anyone under Contractor’s supervision or control.

• Contractor shall be liable for money, securities, or other property of County

• Such coverage shall include an owner coverage endorsement for County and County shall be included as a loss payee.

Cyber Liability Insurance: Applies if scope of work includes the storage or transfer of any County data or sensitive data, including but not limited to personally identifiable, health, or payment card data or the related hosting of database(s) or internet site(s):

Limit of Insurance per Claim $1,000,000 Aggregate Limit $1,000,000

• The Contractor shall maintain insurance coverage for network security and privacy risks, including, but not limited to, insurance for data breach or introduction of virus or malicious codes, consumer notification, whether or not required by law, forensic investigation, public relations and crisis management and credit or identity monitoring or similar remediation services, unauthorized access, failure of security information theft, damage to destruction of or alteration of electronic information, breach of privacy perils, wrongful disclosure and release of private information, collection, or other negligence in the handling of confidential information, and including coverage for related regulatory fines, defenses, and penalties allowed by law.

Aviation Insurance: Applies if scope of work requires the use of aircraft, including helicopters, unmanned aircraft systems (e.g., drones) and/or fixed-wing aircraft:

Maintain (or require aircraft owner or operator to maintain), and Contractor shall furnish proof of Aircraft Liability insurance with minimum limits of $10,000,000 per occurrence for bodily injury and property damage of all aircraft.

Unmanned aircraft systems, minimum limits of $2,000,000 for bodily injury, property damage, and personal injury (including invasion of privacy) for unmanned aircraft systems, and guest voluntary settlement bodily injury coverage (for any aircraft except unmanned aircraft systems)

• Such policy shall include contractual liability covering all owned and non-owned aircraft

• If the party providing the Aircraft Liability insurance is not Contractor, then Contractor shall require such party to (a) waive any subrogation rights of recovery they and/or their insurance carriers may have against County and any other indemnified parties and (b) name County and such other parties as Additional Insureds

• The Contractor shall (or shall require aircraft owner or operator) to hire, employ, and utilize pilots certified by the Federal Aviation Administration to operate any such aircraft.

B. Gwinnett County Board of Commissioners (and any applicable Authority) must be specified in writing as an additional insured on General Liability, Auto Liability, Umbrella Liability, Pollution, Crane and Aviation (if applicable) policies.

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C. Gwinnett County should be provided with a minimum of 30 days advance written notice of cancellation, material change, or non-renewal of policies required by the contract.

D. Certificate Holder should read:

Gwinnett County Board of Commissioners 75 Langley Drive Lawrenceville, GA 30046-6935

E. Insurance Company, except Worker' Compensation carrier, must have an A.M. Best Rating of A-10 or higher.

Certain Workers' Comp funds may be acceptable by the approval of the Insurance Unit. European markets including those based in London and domestic surplus lines markets that operate on a non-admitted basis are exempt from this requirement provided that the contractor’s broker/agent can provide financial data to establish that a market is equal to or exceeds the financial strengths associated with the A.M. Best’s rating of A-10 or better.

F. Insurance companies providing coverage should be licensed, and authorized to do business by the Office of the

Insurance and Safety Fire Commissioner of Georgia (“Insurance Commissioner”), with the exception of non-admitted carriers, in which case the broker placing coverage should be licensed by the Insurance Commissioner.

All agents placing coverage should be licensed by the Insurance Commissioner, either as a resident or non-resident.

*See above note regarding Professional Liability

G. Certificates of Insurance, and any subsequent renewals, must reference each corresponding bid/contract by project name and project/bid number.

H. The Contractor shall agree to provide complete certified copies of current insurance policy(ies) or a certified letter from the insurance company(ies) if requested by the County to verify compliance with these insurance requirements.

I. All insurance coverage required to be provided by the Contractor will state that it is primary over any insurance program carried by the County.

J. Contractor shall incorporate a copy of the insurance requirements as herein provided in each and every subcontract with each and every Subcontractor in any tier and shall require each and every Subcontractor of any tier to comply with all such requirements. Contractor agrees that if for any reason Subcontractor fails to procure and maintain insurance as required, all such required Insurance shall be procured and maintained by Contractor at Contractor's expense.

K. No Contractor or Subcontractor shall commence any work of any kind under this Contract until all insurance requirements contained in this Contract have been complied with and until evidence of such compliance satisfactory to Gwinnett County as to form and content has been filed with Gwinnett County. The ACORD Certificate of Insurance or a preapproved substitute is the required form in all cases where reference is made to a Certificate of Insurance or an approved substitute.

L. The Contractor and its insurer(s) shall agree to waive all rights of subrogation against the County, the Board of

Commissioners, its officers, officials, employees, and volunteers from losses arising from work performed by the contractor for the County.

M. Special Form Contractors’ Equipment and Contents Insurance covering owned, used, and leased equipment, tools, supplies, and contents is required to perform the services called for in the Contract. The coverage must be on a replacement cost basis. The County will be included as a Loss Payee in this coverage for County owned equipment, tools, supplies, and contents.

N. The Contractor shall make available to the County, through its records or records of its insurer, information regarding any claim related to a County project. Any loss run information available from the contractor or their insurer relating to a County project shall be made available to the County upon its request.

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O. Compliance by the Contractor and all Subcontractors with the foregoing insurance requirements shall not relieve the Contractor and Subcontractors of liability under the Contract and any applicable law.

P. The Contractor and all Subcontractors are to comply with the Occupational Safety and Health Act of 1970, Public Law 91-956, and any other laws that may apply to this Contract.

Q. The Contractor shall at a minimum apply risk management practices accepted by the Contractor’s industry.

R. The Contractor shall advise the County if required limits of insurance become eroded or impaired.

Surety Bonds (if required) All of the surety requirements will stay the same except the Surety Company must have the same rating as set forth in item E above.

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GENERAL CONDITIONS

TO CONSULTANT AGREEMENT

TABLE OF CONTENTS

Article

1 Definitions

2 Contract Documents

3 Changes and Extra Work

4 Personnel and Equipment

5 Accuracy of Work

6 Findings Confidential

7 Termination of Agreement for Cause

8 Termination for Convenience of the COUNTY

9 CONSULTANT to Cooperate with other Consultants

10 Indemnification

11 Covenant Against Contingent Fees

12 Insurance

13 Prohibited Interests

14 Subcontracting

15 Assignability

16 Equal Employment Opportunity

17 Anti-Kickback Clause

18 Audits and Inspectors

19 Ownership, Publication, Reproduction and Use

20 Verbal Agreement or Conversation

21 Independent Consultant

22 Notices

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1. DEFINITIONS

Wherever used in this Agreement, whether in the singular or in the plural, the following terms shall have the following meanings:

1.1 COUNTY-means Gwinnett COUNTY, Georgia, a political subdivision of the State of Georgia.

1.2 Supplemental Agreement-means a written order to CONSULTANT signed by COUNTY and accepted by CONSULTANT, effecting an addition, deletion or revision in the Work, or an adjustment in the Agreement Price or the Contract Time, issued after execution of this Agreement.

1.3 Contract-means the Agreement Documents specifically identified and incorporated herein by reference in Section 2, CONTRACT DOCUMENTS.

1.4 Agreement Execution-means the date on which CONSULTANT executes and enters into a Agreement with COUNTY to perform the Work.

1.5 Agreement Price-means the total monies, adjusted in accordance with any provision herein, payable to the CONSULTANT under this Agreement.

1.6 Contract Time-means the period of time stated in this Agreement for the completion of the Work.

1.7 CONSULTANT-means the party or parties contracting directly with the COUNTY to perform

Work pursuant to this Agreement.

1.8 DEPARTMENT-means the Director or designee of requesting department(s) named in this solicitation.

1.9 Drawings-means collectively, all the drawings, receipt of which is acknowledged by

COUNTY, listed in this Agreement, and also such supplementary drawings as the CONSULTANT may issue from time to time in order to clarify or explain such drawing or to show details which are not shown thereon.

1.10 Specifications-means the written technical provisions including all appendices thereto, both general and specific, which form a part of the Agreement Documents.

1.11 Subconsultant-means any person, firm, partnership, joint venture, company, corporation, or entity having a contractual agreement with CONSULTANT or with any of its subconsultants at any tier to provide a part of the Work called for by this Agreement.

1.12 Work-means any and all obligations, duties and responsibilities, including furnishing equipment, engineering, design, workmanship, labor and any other services or things necessary to the successful completion of the Project, assigned to or undertaken by CONSULTANT under this Agreement.

1.13 Liaison-Representative of the COUNTY who shall act as Liaison between the COUNTY and the CONSULTANT for all matters pertaining to this Agreement, including review of CONSULTANT's plans and work.

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2. CONTRACT DOCUMENTS

2.1 List of Documents

The Agreement, any required bonds, the General Conditions, the Appendices, the Detailed Scope of Work, the Specifications, the Drawings, the Exhibits, and all Agreement Supplemental Agreements shall constitute the Agreement Documents.

2.2 Conflict and Precedence

2.0.1 The Agreement Documents are complementary, and what is called for by one is as binding as if called for by all. In the event there are any conflicting provisions or requirements in the component parts of this Agreement, the several Agreement Documents shall…