SUBMITTAL FORMS IN WORD FORMAT FOR REAL ESTATE ANALYSIS ON CALL SERVICES.dotx

DOTX file 68 KB Posted Feb 3, 2026

Attached to: RFP for REAL ESTATE & ECON ANALYSIS
Solicitation number: 00002657
Issued by: Oregon

About this file

Written by GovTribe AI · Jun 16, 2026

This submittal form document is for a Real Estate and Economic Analysis On-Call Services request for proposals by the City of Portland, Oregon. The City seeks qualified consultants to provide comprehensive real estate and economic analysis services on an as-needed basis, including general economic and demographic analysis, land use and development feasibility studies, private market impact analysis, commercial and industrial district economics, Central City development analysis, code-related feasibility reviews, transportation corridor analysis, single-family development analysis, fiscal impact studies, and public engagement. The scope of work encompasses analysis at various scales, from individual sites to citywide planning initiatives, with consultant participation expected in public meetings and presentations to citizen advisory groups, neighborhood associations, and Portland City Council. The RFP specifies that proposals must include a proposer information form with business licensing and registration details, acknowledgment of insurance requirements, Open Data Policy compliance, and responses to functional and technical requirements detailed in Attachment B.

Proposers must submit comprehensive qualification packages addressing firm capabilities, relevant project experience within the past three years with client references and contact information, available resources, management and organizational structure, specific expertise in economic and real estate analysis, project team composition with identified key personnel and their qualifications, and pricing proposals. The evaluation will weight Proposer Capabilities at 30 percent, Project Approach at 20 percent, Corporate Responsibility at 20 percent, Project Team at 15 percent, References at 10 percent, and Pricing at 5 percent, with additional consideration for Equal Employment Opportunity and Access in Subcontracting, Equal Opportunity Employer and Community Involvement practices, and Sustainable Business Practices. Shortlisted proposers in Phase 2 will be required to submit exceptions and deviations to the City's Sample Contract. Proposals may include redaction requests for proprietary information in accordance with Oregon public records law, submitted with a redaction summary form identifying page numbers, content, and exemption justifications.

Text of this file

Proposer Information Form Proposer’s Full Legal Name

(If Applicable) Doing Business As

Proposer’s Address

Authorized Representative Name

Authorized Representative Title

Authorized Representative Phone

Authorized Representative Email

Authorized Representative Mailing Address

(If Different) Local Contact

Local Contact Phone

Local Contact Email

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

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

State of Incorporation

Common Parent

· My firm is not owned or controlled by a common parent

· Name common parent:

Redaction for Public Records

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

Open Data Requirements https://efiles.portlandoregon.gov/Record/10879908/

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

Insurance Requirements

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

· I request insurance reductions.

List requested insurance reductions:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1. Individual or multi-block sites

1. Station areas

1. Retail districts

1. Mixed use development

1. Single family development

1. Industrial Districts

1. Institutional Campuses

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

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

1. Citywide planning

Proposer Capabilities:

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

1. General Firm Description

Firm’s areas of expertise

Firm’s length of time in business

Number of employees

Include any other information that helps describe your firm

Provide the same information for any subconsultant on the project

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

Project 1

Project client name

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

Describe the type of work performed

Describe the size of the project

Was the project completed?

Was it over or under budget?

If your firm worked as a subconsultant or in partnership with another firm, include the name of the lead firm

Project 2

Project client name

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

Describe the type of work performed

Describe the size of the project

Was the project completed?

Was it over or under budget?

If your firm worked as a subconsultant or in partnership with another firm, include the name of the lead firm

Project 3

Project client name

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

Describe the type of work performed

Describe the size of the project

Was the project completed?

Was it over or under budget?

If your firm worked as a subconsultant or in partnership with another firm, include the name of the lead firm

(Optional) Add additional projects as needed below

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

4. Describe your firm’s management and organizational capabilities

A description of your firm’s management approach and how it will help accomplish the project’s goals and objectives

Organizational charts and a statement regarding lines of authority and responsibility

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

Copies of standard reports used by your firm in existing contracts

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

5. Describe your firm’s specific experience in:

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

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

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

Boxes will expand as you type.

Project Team Information

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

Involvement of the company’s principal member

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

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

Key Personnel

Name of Key Personnel 1:

Roles and responsibilities

Relevant experience on similar or related projects

Qualifications

Demonstrated performance record on similar projects

Percentage of their time that will be devoted to this project

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

Name of Key Personnel 2:

Roles and responsibilities

Relevant experience on similar or related projects

Qualifications

Demonstrated performance record on similar projects

Percentage of their time that will be devoted to this project

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

Name of Key Personnel 3:

Roles and responsibilities

Relevant experience on similar or related projects

Qualifications

Demonstrated performance record on similar projects

Percentage of their time that will be devoted to this project

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

(Optional) Add additional Key Personnel as needed below.

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

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

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

REFERENCES:

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

Reference 1

Contact name

Contract title

Address

Phone number

Email address

Location/jurisdiction

Summary of the project

Project start and end dates

Project contract value (initial and current ending value)

Reference 2

Contact name

Contract title

Address

Phone number

Email address

Location/jurisdiction

Summary of the project

Project start and end dates

Project contract value (initial and current ending value)

Reference 3

Contact name

Contract title

Address

Phone number

Email address

Location/jurisdiction

Summary of the project

Project start and end dates

Project contract value (initial and current ending value)

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

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

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

Project 1:

Project Name

All subconsultants utilized under those projects

Total project value (including amendments, if any)

Total project dollars

Percentage of total project dollars paid to each subconsultants

Project 2

Project name

All subconsultants utilized under those projects

Total project value (including amendments, if any)

Total project dollars

Percentage of total project dollars paid to each subconsultants

Project 3

Project name

All subcontractors utilized under those projects

Total project value (including amendments, if any)

Total project dollars

Percentage of total project dollars paid to each subconsultant

OUTREACH OPPORTUNITIES

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

How outreach will be conducted to inform subconsultants of opportunities.

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

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

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

Action/Ongoing Practice 1

Describe the action or ongoing practice