RPGL-2027-01-Plan of Conservation and Devlopment-Final Draft.pdf

TOWN OF GLASTONBURY

REQUEST FOR QUALIFICATIONS (RFQ)

PLAN OF CONSERVATION & DEVELOPMENT 2028-2038

RPGL-2027-01

DUE DATE AND TIME: JULY 2, 2026, 11:00 A.M.

The Town of Glastonbury will be accepting submissions from qualified respondents interested in assisting the Town with preparing and adopting the Glastonbury Plan of Conservation & Development.

Interested individuals and firms should obtain the complete Request for Qualifications (RFQ) and related information from the Town’s Bonfire website at https://glastonburyct.bonfirehub.com.

Responses must be submitted electronically by no later than the time and date indicated above.

A Zoom meeting will be held on the due date and time recited above where ONLY the names of all respondents will be read aloud.

LATE RESPONSES WILL NOT BE CONSIDERED.

Responses can be submitted at the following link: https://glastonburyct.bonfirehub.com/ under the RFQ title “RPGL-2027-01 – Plan of Conservation and Development 2028-2038”. Respondents will be required to create a profile before submitting their response. Step-by-step instructions on how to register as a vendor are available at this website:

https://customer.eunasolutions.com/public/s/article/vendor-registration

The Town reserves the right to cancel this RFQ, to modify this RFQ, to waive informalities or reject any part of, or the entire proposal, when said action is deemed to be in the best interests of the Town.

The Town of Glastonbury is an Affirmative Action/Equal Opportunity Employer.

Minority/Women/Disadvantaged Business Enterprises are encouraged to submit a response.

Gina Consiglio Purchasing Agent

Plan of Conservation & Development 2028-2038RPGL – 2027-01

TABLE OF CONTENTS

Page No.

General InformationSection I 2 2Community Profile 2Project Overview

3Scope of WorkSection II 3Specific Services 5Deliverables

5Submission of ResponseSection III 5Minimum Requirements

Term of Service/Time for Completion 6 6Response Instructions 8Evaluation Criteria 9Selection Process 10Timeline 10Insurance Requirements 11Indemnification

Attachments

Attachment A – Town of Glastonbury Response Page Attachment B – Statement of Non-Collusion Attachment C- Sample Insurance Requirements Attachment D- Sample Consulting Agreement

RPGL – 2027-01 Plan of Conservation & Development 2028-2038

SECTION I – GENERAL INFORMATION

The intent of this RFQ is to obtain a qualified Planning Consultant/Firm to prepare a 10-year Plan of Conservation & Development (POCD). Through a collaborative community planning effort, we seek to advance a clearly articulated, coordinated, and actionable POCD that helps Glastonbury to preserve the many attributes that currently make it an attractive place to live and a regional destination while embracing new approaches and opportunities that will ensure a sustainable future.

COMMUNITY PROFILE

The Town of Glastonbury is 52.5 square miles with a population of 35,159 at the 2020 census. It is composed of a town center, employment area, suburban residential development, several village nodes, and agricultural and open space. The Town has preserved much of its colonial architecture and rural landscapes. The Town has an estimated 3,724 acres of Town-owned open spaces and forest land within parks. Glastonbury has adopted the Town Council/Town Manager/Board of Finance form of government. Land use is managed by the Town Council (Zoning Authority), Town Plan & Zoning Commission, and the Office of Community Development.

PROJECT OVERVIEW

The Town of Glastonbury (the “Town”) is preparing to update its POCD in accordance with Section 8-23 of the Connecticut General Statutes. The current POCD was last adopted in November 2018, and the updated POCD is due October 30, 2028. The POCD update will be occurring in parallel with the preparation of either a municipal or regional Housing Growth Plan (HGP), due June 1, 2028. The work will also coincide with the completion of a comprehensive zoning code update, which started in November 2024 and is expected to be completed by the end of 2027.

This process will be managed through the Office of Community Development, with oversight by a steering committee composed of members of the Plan & Zoning Commission and Town Council.

The organization of the current POCD has not been updated in several decades. The document would benefit from a more clearly defined policy structure and implementation strategy. Also, the housing policies have not been updated since the adoption of the Town’s Affordable Housing Plan (AHP). Integrating this POCD update with the housing policies that flow from the AHP and the HGP will be a key component of the work. Additionally, the current POCD lacks information regarding waste management. The update should incorporate information on the sewer system, the transfer station, and the bulky waste landfill. Finally, the Town has recently completed a Road Safety Action Plan which should inform the POCD transportation policies.

The Town seeks consultants with specific experience in the following areas:

Land Use Planning Economic Development Trends and Market Analysis Environmental and Conservation Policy and Planning Resiliency Planning and Sustainability Affordable Housing Historic Preservation

Traffic and Transportation Planning Community Engagement Geographic Information Systems (GIS) POCD Implementation Strategy Meeting facilitation

SECTION II – SCOPE OF WORK

Through this request for qualifications (RFQ), the Town of Glastonbury is seeking to identify Respondents who possess the experience and expertise necessary to develop an effective POCD.

SPECIFIC SERVICES

The selected firm will prepare the Town’s POCD to comply with all requirements of the Connecticut General Statutes and will assist the Town of Glastonbury in the formal adoption process of the final plan.

Project Goals:

Compliance with state laws and best practices Integration with a related long-range municipal and regional plans Alignment with comprehensive zoning code update Improvements to document usability and management

Project Tasks:

1. Project Initiation and Management

a. Conduct an initial meeting with Town officials to outline project objectives, timelines, and deliverables.

b. Establish a project management plan, including a communication plan, timeline, and roles and responsibilities.

c. Prepare and manage working meetings with Town staff, boards, commissions, and key stakeholders throughout the revision process.

d. In cooperation with Town staff, maintain meeting records.

2. Data Collection and Analysis

a. Review related existing studies and plans, including the current POCD and the status of its implementation strategies. Assess the current POCD’s effectiveness in achieving its goals and objectives

b. Review additional plans that require coordination with the POCD such as the 2022- 2027 Glastonbury Affordable Housing Plan, draft Housing Growth Plan materials, the 2017 Sewer Master Plan, the 2024 Glastonbury Forest Inventory and Assessment, the 2026 Glastonbury Road Safety Action Plan, the CRCOG Regional Hazard Mitigation and Climate Adaptation Plan, the CRCOG Regional POCD, and other applicable plans and studies.

c. Update and analyze all relevant data, including data related to general demographics, land use, housing, economics, tourism, facilities, transportation, historic resources, environment, utilities, and similar information.

d. Review and evaluate local land use and IWWA approvals over the past decade as well as regional development activity to identify trends that will inform development projects for the next 10 years.

e. Create data for use in the Town’s Geographic Information System (GIS), including current and future land use data. In addition to printed copies of the adopted plan, all mapping data shall be provided to the Town for use within the Town’s GIS system. Coordination with the Town’s GIS Coordinator, Engineering and IT departments will be required. Generated maps shall also be provided in PDF format.

3. Community Engagement and Stakeholder Involvement

a. Consult regularly with the Town Council and Steering Committee for project oversight.

b. Design and implement a comprehensive, multi-faceted community engagement strategy.

4. Vision and Goal Setting

a. Develop a clear and shared vision for the future of Glastonbury that incorporates the values and preferences expressed by community stakeholders.

5. Plan Development

a. Prepare revisions to the POCD. Develop, draft, revise, and finalize the vision, goals, objectives, and implementation strategies based on communications and recommendations from the Town, stakeholders, and the general community.

b. Develop and provide specific recommendations for long term strategies for specific areas of the Town.

c. Integrate the 2028 municipal or regional Housing Growth Plan into the housing policy section of the POCD.

d. Update all relevant graphics and maps in the POCD. The final POCD should be organized and easy to navigate in both print and digital formats.

e. Prepare and deliver a minimum of two (2) public presentations during the POCD revision process. Presentation materials will be developed in consultation with the Director of Community Development and will be provided in PDF format.

f. Attend and present the draft and final POCD during meetings throughout the adoption process with staff, the Plan and Zoning Commission, Town Council, or other designated working groups. Manage all notice requirements pursuant to Connecticut General Statutes.

6. Implementation Strategy

a. Develop recommendations for monitoring and updating the POCD.

DELIVERABLES

1. Project management materials, including schedule, meeting notes, file sharing and document management

2. Community Engagement Strategy and related implementation materials, including webpage, posters, mailings, social media posts, surveys, workshop materials

3. Public Input Summaries

4. POCD in Word and website-compatible formats

5. Digital copies of all the data used including GIS data obtained or created

SECTION III - SUBMISSION OF RESPONSE

MINIMUM REQUIREMENTS

The response shall include a response to each of the items below:

Please provide letter of interest with a detailed narrative describing the firm or firms, project staffing, and an outline of the experience of each key team member.

Please attach resumes for each key team member to your submission.

Please detail the project team’s experience (and the experience of key team members) with Connecticut Land Use Law and similar projects.

Please outline the project team’s capacity to deliver the project products and requirements on time and on budget. Please include a timeline with all meetings and key milestones noted.

Please describe the project team’s knowledge and understanding of the Glastonbury community and the task.

Include a statement indicating when the project team company could begin the project.

Include a description of the project approach, including a draft list of tasks and subtasks, draft schedule, and an estimated budget.

Include full contact information for three municipal work references the lead firm has provided services for in the past ten years.

(Optional) Include work samples of other similar written documents or other materials deemed to be the consultant’s best work.

Include full contact information for the key contact person at the lead firm who will handle this project negotiation.

TERM OF SERVICE / TIME FOR COMPLETION

The selected Respondent will be expected to commence services within 30 days of contract execution, or on such other schedule as mutually agreed upon with the Town. The Town anticipates allocating up to 24 months of overall time for the project described herein including data collection, meetings, consultant preparation, etc. It is the intent of the Town to have completed the POCD no later than calendar year end 2028. A schedule for completion will be mutually agreed upon between the Town and the selected Respondent.

RESPONSE INSTRUCTIONS

By submitting a response, Respondent represents that they have thoroughly examined, and become familiar with the Scope of Services outlined in this RFQ and are capable of performing the work necessary to achieve the Town’s objectives.

Respondents submitting a response for this solicitation are directed to respond online through a secure e-Procurement portal. Responses can be submitted at the following link:

https://glastonburyct.bonfirehub.com/, under the RFQ title “RPGL-2027-01 – Plan of Conservation & Development Project”. Respondents will be required to create a profile before submitting their response. Step-by-step instructions on how to register as a vendor are available at this website:

https://customer.eunasolutions.com/public/s/article/vendor-registration

Respondents will be required to upload their response as ONE (1) consolidated pdf file to include the following:

1. Response as per the requirements herein

2. Attachment A - Town of Glastonbury Response Page

3. Attachment B - Town of Glastonbury Non-Collusion Statement

All Respondents are required to submit the information detailed below. Materials shall be organized and presented in the order listed below to assist the Town in reviewing and rating responses. Responses should be presented in appropriate detail to thoroughly respond to the requirements and expected services described herein.

1. Table of Contents to include clear identification of the material provided by section and number.

2. A letter of transmittal indicating the Respondent’s understanding of the Scope of Services and interest in the project, and any other information that would assist the Town in making a selection. This letter must be signed by a person legally authorized to bind the Respondent to a contract.

3. Name, email address, and telephone number of person(s) to be contacted for further information or clarification.

4. Copy of license or certification to perform the work required, as applicable.

5. A background statement including a description of relevant experience and qualifications of the Respondent submitting the response and the number of years the Respondent has been in business.

6. Respondent shall provide a list of 3-5 references and examples of previous, similar projects with POCDs successfully completed within the last 10 years, including contact name, address, and telephone number of the clients’ representative in each project. The Town reserves the right to contact these organizations regarding the services performed by the Respondent.

7. A high-level overview of the Respondent’s approach to implementation of the project described herein including the Respondent’s ability to provide all of the services identified in Section II – Scope of Work and any subsequent phases as may be required by the Town.

8. Schedule and Availability: Provide an overview of the Respondent’s availability to begin discussions with Town staff and a proposed schedule for completion of services identified in the initial phase.

9. A concluding statement as to why the Respondent is best qualified to meet the needs of the Town.

10. Response Form (Attachment A).

11. Description of any exceptions taken to this RFQ. If any response involves any exception to the stated requirements and specifications, they must be clearly noted as exceptions and attached to the response.

12. Respondent is required to review the Town of Glastonbury Code of Ethics adopted July 8, 2003 and effective August 1, 2003 and revised October 29, 2013 and effective November 28, 2013. Respondent shall acknowledge that they have reviewed the document in the area provided on Attachment A. The selected respondent will also be required to complete and sign an Acknowledgement Form prior to award. The Code of Ethics and the Acknowledgment Form can be accessed at the Town of Glastonbury website at www.glastonburyct.gov. Upon entering the website click on the Bids & Proposals Icon which will bring you to the links for the Code of Ethics and the Acknowledgement Form.

13. Statement of Non-Collusion (Attachment B).

14. Any technical questions regarding this RFQ shall be made in writing and directed to Shelley Caltagirone, Director of Community Development by email at shelley.caltagirone@glastonbury-ct.gov. For administrative questions concerning this response, please contact Gina Consiglio, Purchasing Agent, by email at purchasing@glastonbury-ct.gov. All questions, answers, and/or addenda, as applicable, will be posted on the Town website at www.glastonburyct.gov/rfp. (Click on the Bid Title to view all response details and document links). It is the Respondent’s responsibility to check the website for addenda prior to submission of any response. Note: Responses to requests for more specific contract information than is contained in the RFQ shall be limited to information that is available to all respondents and that is necessary to complete this process. The request must be received at least five (5) business days prior to the advertised response deadline.

No other Glastonbury Town employee, elected official, or evaluation committee member should be contacted concerning this RFQ during the response process. Failure to comply with this requirement may result in disqualification.

Failure to include any of the above-referenced items in the submitted response may be grounds for disqualifying said response.

Any and all information received from Respondents is subject to the Freedom of Information Act (FOI) and may be disclosed to the general public. Respondents should not include any information deemed proprietary in their response.

EVALUATION CRITERIA

The Town of Glastonbury shall select the firms who demonstrate strong qualifications for the Project for interviews with a Selection Committee. Upon interview, the Town may request proposals from the highest qualified firms, including a proposed project fee, timeframe, and approach. The Town shall not be obligated to accept any proposal and the Town shall reserve the sole right to determine the appropriateness of any proposal for this work. The Town expressly reserves the right to negotiate with the selected Respondent prior to an award of any contract pursuant to this RFQ.

Proposals will then be evaluated on a combination of their qualifications and fee, by a selection committee comprised of Town staff and members of relevant boards and commissions. This Committee will review the proposals, short list, and interview proposers. The Committee will make the final selection of the consultant for this project. The RFQ and Project will not be deemed to be awarded until a written contract, in a form acceptable to the Town, has been fully executed by both parties. Firms may submit proposals for all services requested or for one or more of the program components. Proposals will be evaluated using the following criteria:

1. Qualifications and relevant experience of the firm/s, the firm’s key personnel, and any proposed sub-consultants in successfully developing POCDs for Connecticut towns of similar size and character as Glastonbury.

2. Demonstrated knowledge of recent and pending legislative changes or case law affecting POCDs.

3. Demonstrated ability to reach consensus through public engagement that results in completed projects.

4. Demonstrated ability to engage a broad and representative spectrum of the community through outreach.

5. Demonstrative ability to sustain long-term community engagement on complex issues.

6. Demonstrative ability to manage multiple overlapping projects in parallel.

7. Demonstrated ability to meet schedules and deadlines. Some priority will be given to applicants who can commence work immediately.

8. Demonstrated ability to produce user-friendly and graphically compelling planning documents.

9. Proposed cost of work to be performed. Cost shall not be the sole basis for selection.

10. Compliance/completion with/of submission requirements.

References As part of the overall evaluation, The Town of Glastonbury shall review references provided in the respondent’s submission to determine the quality of services performed for other clients.

SELECTION PROCESS

This request for qualifications does not commit the Town of Glastonbury to award a contract or to pay any costs incurred in the preparation of a response to this request. All responses and project deliverables submitted in response to this request become the property of the Town of Glastonbury. The Town of Glastonbury reserves the right to accept or reject any or all responses received as a result of this request, to negotiate with the selected respondents, the right to extend the contract for an additional period or to cancel in part or in its entirety the request for qualifications, if it is in the best interests of the Town to do so.

A Selection Committee, appointed by the Town Council, will evaluate all responses received for completeness and the respondent’s ability to meet all requirements as outlined in this request for qualifications. The Committee will then short list the specific Respondents whose qualifications best meet all criteria required and may conduct interviews with these Respondents. Upon completion of interviews, the Selection Committee will forward to the Town Manager a list of Respondents recommended for further consideration.

Based on the results of the interview process, the Town Manager will review the Scope of Services and other factors with the top-rated respondent(s) and negotiate a specific agreement based on these discussions.

Additional technical information may be requested from any respondent for clarification purposes, but in no way changes the original proposal submitted.

TIMELINE

The Town intends to adhere to the schedule listed below as closely as possible, but reserves the right to modify the schedule in the best interest of the Town as required.

Publicize RFQ June 17, 2026 RFQ Due Date July 2, 2026 Interviews with Top Respondents Starting July 13, 2026** Select Respondents Invited to Submit Proposals

July 20, 2026**

Proposal Selection July 31, 2026** Contract Effective Date September 30, 2026** ** (Subject to Change)

INSURANCE REQUIREMENTS

The Respondent shall, at its own expense and cost, obtain and keep in force during the entire duration of the Project or Work the following insurance coverages covering the Respondent and all of its agents, employees and sub-contractors and other providers of services and shall name the Town of Glastonbury and their employees and agents as an Additional Insured on a primary and non-contributory basis to the Respondent’s Commercial General Liability and Automobile Liability policies. These requirements shall be clearly stated in the remarks section on the Respondent’s Certificate of Insurance. Insurance shall be written with insurance carriers approved in the State of Connecticut and with a minimum Best’s Rating of A-VIII with all policies written on an occurrence form basis. In addition, all carriers are subject to approval by the Town.

Minimum Limits and requirements are stated below:

1) Worker's Compensation Insurance:

- Statutory Coverage

- Employer’s Liability

- $1,000,000 each accident/$1,000,000 disease-policy limit/$1,000,000 disease each employee

- A Waiver of Subrogation shall be provided in favor of the Town of Glastonbury and their employees and agents.

2) Commercial General Liability:

- Including Premises & Operations, Products and Completed Operations, Personal and

Advertising Injury, Contractual Liability and Independent Contractors.

- Limits of Liability for Bodily Injury and Building Damage

Each Occurrence $1,000,000 Aggregate $2,000,000 (The Aggregate Limit shall apply separately to each job.)

- A Waiver of Subrogation shall be provided in favor of the Town of Glastonbury and their employees and agents.

3) Automobile Insurance:

- Including all owned, hired, borrowed and non-owned vehicles

- Evidence of Combined Single Limit of Liability for Bodily Injury and Building

Damage:

Per Accident $1,000,000

- A Waiver of Subrogation shall be provided in favor of the Town of Glastonbury and their employees and agents.

4) Umbrella (Excess Liability)

Each Occurrence

$1,000,000

Aggregate $1,000,000

5) Errors and Omissions Liability or Professional Services Liability Policy

Provide Errors and Omissions Liability or Professional Services Liability Policy for a minimum Limit of Liability $1,000,000 each occurrence or per claim. The awarded Consultant(s) will be responsible to provide written notice to the Town 30 days prior to cancellation of any insurance policy.

The Consultant agrees to maintain continuous professional liability coverage for the entire duration of this Project, and shall provide for an Extended Reporting Period in which to report claims for seven (7) years following the conclusion of the Project.

The respondent shall provide a Certificate of Insurance as "evidence" of General Liability, Auto Liability including all owned, hired, borrowed, and non-owned vehicles, statutory Worker's Compensation and Employer's Liability and Professional Services Liability coverage.

The respondent shall direct its Insurer to provide a Certificate of Insurance to the Town before any work is performed. The awarded Respondent(s) will be responsible to provide written notice to the Town 30 days prior to cancellation or non-renewal of any insurance policy. The Certificate shall evidence all required coverages including the Additional Insured on the General Liability and Auto Liability policies and Waiver of Subrogation on the General Liability policy. The Respondent shall provide the Town copies of any such insurance policies upon request.

INDEMNIFICATION

To the fullest extent permitted by law, the Respondent shall indemnify and hold harmless the Town and their employees and agents consultants, agents, and employees from and against all claims, damages, losses and expenses, direct, indirect or consequential (including but not limited to fees and charges of engineers, attorneys and other professionals and court and arbitration costs) to the extent arising out of or resulting from the performance of the Respondent’s work, provided that such claim, damage, loss or expense is caused in whole or in part by any negligent act or omission by the Respondent, or breach of its obligations herein or by any person or organization directly or indirectly employed or engaged by the Respondent to perform or furnish either of the services, or anyone for whose acts the Respondent may be liable.

ATTACHMENT A

RESPONSE PAGE

RESPONSE NO: RPGL-2027-01 DATE DUE: July 2, 2026

DATE

ADVERTISED:

June 17, 2026

TIME DUE:

11 A.M.

NAME OF

PROJECT:

PLAN OF CONSERVATION & DEVELOPMENT 2028-38

THE RESPONDENT ACKNOWLEDGES RECEIPT OF THE FOLLOWING ADDENDA:

Addendum #1 _________(Initial/Date) Addendum #2 _________(Initial/Date) Addendum #3 _________(Initial/Date)

It is the responsibility of the respondent to check the Town’s website for any Addenda before submitting the response.

CODE OF ETHICS:

I / We have reviewed a copy of the Town of Glastonbury’s Code of Ethics and agree to submit a Consultant Acknowledgement Form if I /We are selected. Yes _______ No _________ *

*Respondent is advised that effective August 1, 2003, the Town of Glastonbury cannot consider any bid or proposal where the respondent has not agreed to the above statement.

Type or Print Name of Individual Doing Business as (Trade Name)

Signature of Individual Street Address

Title City, State, Zip Code

Date Telephone Number / Fax Number

E-Mail Address SS # or TIN#

ATTACHMENT B

NON-COLLUSION STATEMENT

The company submitting this response certifies that it is being submitted without any collusion, communication or agreement as to any matter relating to it with any other Respondent or competitor. We understand that this response must be signed by an authorized agent of our company to constitute a valid response.

Date: ________________________________

Name of Company: ________________________________

Name and Title of Agent: ________________________________

By (SIGNATURE): ________________________________

Address: ________________________________

Telephone Number: ________________________________

ANY PROPRIETOR/PARTNER/EXECUTIVE

OFFICER/MEMBER EXCLUDED?

INSR ADDL SUBR

LTR INSD WVD

CONTACT

NAME:

FAXPHONE

(A/C, No):(A/C, No, Ext):

E-MAIL

ADDRESS:

INSURER A :

INSURED INSURER B :

INSURER C :

INSURER D :

INSURER E :

INSURER F :

POLICY NUMBER POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY) (MM/DD/YYYY)

AUTOMOBILE LIABILITY

UMBRELLA LIAB

EXCESS LIAB

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY

AUTHORIZED REPRESENTATIVE

EACH OCCURRENCE $

DAMAGE TO RENTEDCLAIMS-MADE OCCUR $PREMISES (Ea occurrence)

MED EXP (Any one person) $

PERSONAL & ADV INJURY $

GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $

PRO-POLICY LOC PRODUCTS - COMP/OP AGGJECT

OTHER: $

COMBINED SINGLE LIMIT

$(Ea accident)

ANY AUTO BODILY INJURY (Per person) $

OWNED SCHEDULED

BODILY INJURY (Per accident) $AUTOS ONLY AUTOS

HIRED NON-OWNED PROPERTY DAMAGE

$AUTOS ONLY AUTOS ONLY (Per accident)

OCCUR EACH OCCURRENCE

CLAIMS-MADE AGGREGATE $

DED RETENTION $

PER OTH-

STATUTE ER

E.L. EACH ACCIDENT

E.L. DISEASE - EA EMPLOYEE $

If yes, describe under

E.L. DISEASE - POLICY LIMITDESCRIPTION OF OPERATIONS below

INSURER(S) AFFORDING COVERAGE NAIC #

COMMERCIAL GENERAL LIABILITY

Y / N N / A

(Mandatory in NH)

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN

ACCORDANCE WITH THE POLICY PROVISIONS.

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED

REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

CERTIFICATE HOLDER CANCELLATION

CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)

The ACORD name and logo are registered marks of ACORD

DATE

Vendor Name & Address

A 1,000,000

Policy Number

Effective / Expiration Dates

2,000,000 cDESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Town of Glastonbury & Glastnbury Board of Education are listed as additional insured on a primary non-contributory basis on all policies, except Workers Compensation & Professional Liability. All policies include a waiver of subrogation.

Town of Glastonbury PO Box 6523 2155 Main Street Glastonbury, CT 06033

PRODUCER:

Producer Information

X X

X

Policy Number

Policy Number

Policy Number

Effective / Expiration Dates

Effective / Expiration Dates

Effective / Expiration Dates

X X

X X

XN

X

X X

1,000,000

1,000,000 1,000,000

X 1,000,000 1,000,000 1,000,000

Insurance Company Name

Broker Contact Name Broker Contact Phone Broker Contact Email

Policy Number Effective / Expiration Dates

Professional Liability Each Claim $1,000,000 Aggregate $1,000,000X `

X X

ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved.

Attachment C day of , 2026, between the Town of Glastonbury, Connecticut (the

“Town”), and NAME OF FIRM, TOWN, STATE (the “Consultant”).

ARTICLE I

SCOPE OF CONSULTANT’S SERVICES

The Town hereby retains the Consultant as an independent contractor to provide professional services for name of proposal for the Town, as more fully described in the Town’s request for proposal identified as PROPOSAL #, attached hereto as Exhibit A, and made a part hereof.

1.1.1 The Town wishes to retain the Consultant to provide consulting services, as outlined in number and name of proposal (the “Project”) and as more particularly described in Exhibit A. The Scope of Services (the “Work”), as defined in Exhibit

A, includes providing services required to summary description of project. *insert summary from RFP/RFQ.

1.1.2 The Consultant shall provide professional services and coordinate the Work as instructed by the Town and in accordance with Exhibit A.

1.1.3 The Consultant acknowledges that the timely performance of its services and the

Work is an important element of this Agreement. Accordingly, the Consultant shall make every effort to complete the Work according to the schedule as mutually agreed upon between the Town and the Consultant and as described in Exhibit A.

1.1.4a All days referenced in this Agreement shall be considered as calendar days. The following services: construction documents, Town permitting and bidding shall be completed within forty-five (45) calendar days of the execution of this Agreement.

The Final Report/PLAN and all submittals, in a format acceptable to the Town, shall be completed and delivered to the Town on or before DATE. Construction

Administration shall be completed as mutually agreed upon by the Town and the

Consultant. Exclusive of this time is the time for the review by other requisite agencies and the Town that shall be documented by the transmittal letters.

The Town agrees to review and approve or reject all drawings, data and documents submitted by the Consultant within twenty (20) days after receipt by the Town.

** 1.1.4a verbiage may need to be changed depending on project.

1.1.4b This Agreement constitutes the complete agreement of the parties and supersedes all prior oral or written understandings on the Project.

1.2 The Consultant shall designate a representative (“Consultant’s Representative”) authorized to act on the Consultant’s behalf with respect to the Consultant’s services as described in the Consultant's proposal attached hereto as Exhibit B, and

Attachment D

CONSULTING AGREEMENT

This Consulting Agreement (the “Agreement”) is made as of the made a part hereof. The Consultant’s Representative shall be name and title of consultant’s representative.

1.3 The Consultant’s services shall be performed in a manner, sequence and timing so that they will be coordinated with those of any other parties involved with the

Project or the Work.

1.4 The Consultant’s services shall be performed in a workmanlike manner consistent with industry standards, as expeditiously as is consistent with professional skill and care and the orderly progress of the Work schedule specified in Exhibit A. As the

Project proceeds the schedule may be adjusted by mutual agreement in writing signed by both parties. The schedule shall include allowances for periods of time required for the Town’s review and for approval of submissions by other governmental authorities having jurisdiction over the Project. The Consultant shall recommend to the Town that appropriate investigations, surveys, tests, analyses and reports be obtained as necessary for the proper execution of the Consultant’s services and Work. Time is of the essence to complete the Project and the Project will be done in accordance with the schedule established by the Town.

1.5 The Consultant shall not be responsible for the acts or omissions of the Town, the

Town’s other consultants, contractors, subcontractors, their agents or employees or other persons performing any of the work on the Project, except to the extent such acts or omissions are due to the negligence of the Consultant or its sub-consultants, agents, or employees, or their failure to perform their responsibilities and obligations under this Agreement.

1.6 All meetings with Town staff members required under this Agreement shall be held in the Town of Glastonbury at locations established by the Town. The Consultant will provide written minutes of each meeting within ten (10) days.

1.7 Upon completion of the Project or in the event this Agreement is terminated for any reason before completion of the Project, notwithstanding copyright laws applicable thereto, the work product of the Consultant pursuant to this Agreement, including but not limited to all completed, unfinished or partially completed documents, drawings and data shall be the sole and exclusive property of the Town. Upon completion or other termination of this Agreement, the Consultant shall deliver to the Town electronic copies in Word format or other formats that can be retrieved/opened in Word format and machine reproducible copies of all documents, drawings and data pertaining to this Agreement prior to the final payment being made. This provision shall survive the termination or expiration of the Agreement.

1.8 No report, information, specification, or data given to, or prepared or assembled by the Consultant, shall be made available to any person or organization by the

Consultant without the prior written approval of the Town.

ARTICLE II

TOWN’S RESPONSIBILITIES

2.1 The Town shall designate a representative (“Town’s Representative”) authorized to act on the Town’s behalf with respect to the Project and to coordinate with the

Consultant’s Representative. The Town’s Representative for the Project shall be name and title of Town’s representative. The Consultant’s instructions shall be received solely from the Town’s Representative.

2.2 The Town shall, upon reasonable notice, provide available information within the

Town’s control to the Consultant as necessary for the performance of the

Consultant’s services and Work. Any failure by the Town to provide such information shall not excuse the Consultant from performing any of its duties under this Agreement.

ARTICLE III

CONTRACT PRICE

3.1 The Town shall pay the Consultant for services rendered under this Agreement in accordance with the following terms:

3.1.1 The total Consultant’s fee, excluding reimbursable expenses for the Project, shall be a lump sum amount of Written (no commas) and 00/100 Dollars ($XX,XXX). The basic services included in the fee include the Work as outlined in Exhibit A.

Additional services shall not be performed unless and until authorized in writing by the Town.

3.1.1a The Consultant may submit invoices monthly in proportion to the Work completed up to the final payment amount provided in Article III, Section 3.1.1b.

3.1.1b The final payment to the Consultant will be a minimum of $1,000 and will be paid upon final completion of all Work contained in this Agreement, to the Town’s satisfaction, and the Consultant providing all of the material described in Article I, Section 1.7.

3.2 The Consultant’s fees will include all salaries, fringe benefits, pensions and similar contributions and benefits of the Consultant’s personnel engaged on the Project, and all the Consultant’s expenses with the exception of those specifically enumerated as reimbursable expenses in its fee proposal attached hereto as Exhibit C. The Town shall have no responsibility for the payment of these costs by the Consultant to its employees or any third party. Any reimbursable expenses will be only those Town authorized, direct, out-of-pocket expenses at the cost paid by the Consultant. No surcharging of these costs will be permitted.

3.3 The Consultant may provide services in addition to and outside the Work described in Exhibit A (“Additional Services”). The Consultant shall not provide such

Additional Services unless the Town gives prior written authorization. Such authorization shall also include the agreed-upon charge for the Additional Services.

Any claimed Additional Services by the Consultant shall be deemed basic services under this Agreement, if performed without prior written authorization.

3.4 The Consultant shall submit invoices no more frequently than once a month. The

Town shall approve or reject the Consultant’s invoices within fifteen (15) days of submittal. Such invoices will be due and payable within thirty (30) days of approval. However, failure of the Town to either approve or reject such invoices within fifteen (15) days or to pay any invoice within thirty (30) days of approval will not authorize the Consultant to stop or suspend work on the Project.

3.5 The Town will make final payment to the Consultant upon completion of all Work set forth in this Agreement, to the Town’s satisfaction. Total payments to the

Consultant upon completion of all Work shall equal the fee set forth in this

Agreement, plus any approved charges for Additional Services. Payment of all such compensation will discharge all financial responsibility and liability of the

Town to the Consultant under this Agreement.

3.6 The Town reserves the right to withhold payments, in whole or in part, on account of any breaches of this Agreement by the Consultant.

ARTICLE IV

INSURANCE

4.1 The Consultant shall, at its own expense and cost, obtain and keep in force during the entire duration of the Project or Work the following insurance coverage covering the

Consultant and all of its agents, employees, sub-contractors and other providers of services and shall name the Town of Glastonbury, Glastonbury Board of Education

(BOE) and its/their employees and agents as an Additional Insured on a primary and non-contributory basis to the Consultant’s Commercial General Liability and

Automobile Liability policies. All policies should also include a Waiver of

Subrogation. These requirements shall be clearly stated in the remarks section on the Consultant’s Certificate of Insurance. Insurance shall be written with insurance carriers approved in the State of Connecticut and with a minimum Best’s

Rating of A-VIII. In addition, all carriers are subject to approval by the Town.

Minimum limits and requirements are stated below:

4.1.1 Worker's Compensation Insurance:

- Statutory Coverage

- Employer’s Liability

- $1,000,000 each accident/$1,000,000 disease-policy limit/$1,000,000 disease each employee

- A Waiver of Subrogation shall be provided in favor of the Town of

Glastonbury, Glastonbury BOE and its/their employees and agents

4.1.2 Commercial General Liability:

- Including Premises & Operations, Products and Completed Operations, Personal and Advertising Injury, Contractual Liability and Independent Contractors.

- Limits of Liability for Bodily Injury and Building Damage

Each Occurrence $1,000,000

Aggregate $2,000,000 (The Aggregate Limit shall apply separately to each job.)

- A Waiver of Subrogation shall be provided in favor of the Town of Glastonbury, Glastonbury BOE and its/their employees and agents

4.1.3 Automobile Insurance:

- Including all owned, hired, borrowed and non-owned vehicles

- Evidence a Combined Single Limit of Liability for Bodily Injury and Building

Damage: Per Accident $1,000,000

- A Waiver of Subrogation shall be provided in favor of the Town of

Glastonbury, Glastonbury BOE and its/their employees and agents

4.1.4 Errors and Omissions Liability or Professional Services Liability Policy

- Provide Errors and Omissions Liability or Professional Services Liability Policy for a minimum Limit of Liability $1,000,000 each occurrence or per claim.

- The Consultant agrees to maintain continuous professional liability coverage for the entire duration of this Project, and shall provide for an Extended Reporting

Period in which to report claims for seven (7) years following the conclusion of the Project.

4.1.5 Umbrella (Excess Liability)

Each Occurrence

$1,000,000

Aggregate $1,000,000

4.2 The Consultant shall provide a Certificate of Insurance as "evidence" of General

Liability, Auto Liability including all owned, hired, borrowed and non-owned vehicles, statutory Worker's Compensation and Employer's Liability and Professional

Services Liability coverage.

4.3 The Consultant shall direct its Insurer to provide a Certificate of Insurance to the

Town before any work is performed. The Consultant will be responsible to provide written notice to the Town sixty (60) days prior to cancellation or non-renewal of any insurance policy. The Certificate shall evidence all required coverage including the

Additional Insured on the General Liability and Auto Liability policies and Waiver of

Subrogation on the General Liability policy, Automobile Liability and Workers

Compensation policies. The Consultant shall provide the Town copies of any such insurance policies upon request.

ARTICLE V

INDEMNIFICATION

5.1 To the fullest extent permitted by law, the Consultant shall indemnify and hold harmless the Town and the Glastonbury Board of Education and its/their employees from and against all claims, damages, losses and expenses, direct, indirect or consequential (including but not limited to reasonable fees and charges of engineers, attorneys and other professionals and court and arbitration costs) to the extent arising out of or resulting from the performance of the Consultant’s work, provided, and only to the extent, that such claim, damage, loss or expense is caused by any negligent act or omission by the Consultant, or breach of its obligations herein or by any person or organization directly or indirectly employed or engaged by the Consultant to perform or furnish either of the services, or anyone for whose acts the Consultant may be liable.

5.2 As to any and all claims against the Town and the Glastonbury Board of Education or any of its/their employees by any employee of the Consultant, by any person or organization directly or indirectly employed by the Consultant to perform or furnish any of the work, or by anyone for whose acts the Consultant may be liable, the indemnification obligation stated herein shall not be limited in any way by any limitation on the amount or type of damages, compensation or benefits payable by or for Consultant under worker’s or workman’s compensation acts, disability benefit acts or other employee benefit acts.

5.3 The provisions of this Article shall survive termination or expiration of this

Agreement.

ARTICLE VI

ARBITRATION

6.1 If the parties are unable to settle disputes by non-binding mediation pursuant to

Paragraph 6.5 below, the Town, at its sole discretion and option, may have all claims, disputes or other matters in question between the parties to this Agreement decided by arbitration in accordance with the Commercial or Construction Industry

Arbitration Rules of the American Arbitration Association (whichever is appropriate) then pertaining unless the parties mutually agree otherwise in writing.

No arbitration arising out of or related to this Agreement shall include, by consolidation, joiner or in any other manner, any additional person or entity not a party to this Agreement except by written consent containing a specific reference to this Agreement and signed by the Town. Any consent to arbitration involving any additional person or entity shall not constitute consent to arbitration of any dispute not described therein or with any person not named or described therein.

6.2 If the Town consents to arbitration, notice of demand for arbitration shall be filed in writing with the other party to this Agreement and with the American Arbitration

Association. The demand shall be made within a reasonable time after the claim, dispute or other matter in question has arisen. In no event shall the demand for arbitration be made after the date when institution of legal or equitable proceedings based on such claim, dispute or other matter in question would be barred by the applicable statute of limitations.

6.3 If the Town consents to arbitration, the award rendered by the arbitrator shall be final and not subject to appeal, and judgment may be entered upon in accordance with the laws of the State of Connecticut.

6.4 If the Town does not consent to arbitration, all disputes shall be subject to determination by a court of competent jurisdiction. The venue for such action shall be the Connecticut Superior Court, Judicial District of Hartford, at Hartford, Connecticut.

6.5 Prior to arbitration, the parties shall endeavor to settle disputes by non-binding mediation in accordance with the Commercial or Construction Industry Mediation

Rules of the American Arbitration Association (whichever is applicable) currently in effect, unless the parties mutually agree otherwise in writing. Demand for mediation shall be filed in writing with the other party to this Agreement and with the American Arbitration Association. A demand for mediation shall be made within a reasonable time after the claim, dispute or other matter in question has arisen. In no event shall the demand for mediation be made after the date when institution of legal or equitable proceedings based on such claim, dispute or other matters in question would be barred by the applicable statute of limitations.

ARTICLE VII

AUDIT

7.1 The Consultant shall maintain books, records, documents, and other evidence directly pertinent to performance of its Work on the Project. All financial documentation prepared and maintained in connection with this Agreement shall be maintained according to accepted accounting principles and practices.

7.2 The Town or any of its duly authorized representatives, upon reasonable notice, shall have access to such books, records, documents and other evidence for inspection, audit and copying. The Consultant will provide proper facilities for such access and inspections.

7.3 Audits conducted pursuant to this Article of the Agreement shall be done according to accepted auditing standards and established procedures and guidelines of the reviewing or audit agency.

7.4 The Consultant shall maintain records and make them available during the duration of this Agreement and until six (6) years from the date of the last payment made by the Town.

ARTICLE VIII

TERMINATION

8.1 This Agreement may be terminated by either party by thirty (30) days written notice in the event of substantial failure to perform in accordance with the terms…