Tucson_eTOD_(Equitable_Transit_Oriented_Development_Plan)_Norte-Sur_Phase_II_(Addendum_#1_Revision).pdf

CITY OF TUCSON

REQUEST FOR PROPOSAL

230055

TUCSON ETOD (EQUITABLE TRANSIT ORIENTED DEVELOPMENT

PLAN) NORTE-SUR PHASE II

Due Date: Thursday, January 19, 2023

City of Tucson

255 W Alameda St

Tucson, AZ 85701

Procurement portal https://secure.procurenow.com/portal/tucson-az

Public Portal https://secure.procurenow.com/portal/tucson-az/projects/28379

PUBLISH DATE: December 1, 2022 https://secure.procurenow.com/portal/%7Bproject.government.code%7D https://secure.procurenow.com/portal/%7Bproject.government.code%7D/projects/%7Bproject.id%7D https://secure.procurenow.com/portal/%7Bproject.government.code%7D/projects/%7Bproject.id%7D

CITY OF TUCSON REQUEST FOR PROPOSAL NO. 230055

BUSINESS SERVICES DEPARTMENT Page 2 of 38 SHARED SERVICES PROCUREMENT DIVISION RESPONSIBLE CONTRACT OFFICER: Maritza Felix

255 W. ALAMEDA, 6TH FLOOR, TUCSON, AZ 85701 PH: (520) 837-4107

Attachments:

A - OFFER AND ACCEPTANCE

E - FTA TERMS AND CONDITIONS

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A. NOTICE

A.1. CITY OF TUCSON

NOTICE OF REQUEST FOR PROPOSAL NO 230055

TITLE: Tucson eTOD (Equitable Transit Oriented Development Plan) Norte-Sur Phase II

SUBMITTAL DUE DATE: Thursday, January 19, 2023 AT 2:00 P.M. LOCAL AZ TIME

PRE-SUBMITTAL CONFERENCE DATE: Thursday, December 15, 2022

TIME: 1:00 pm LOCAL AZ TIME

LOCATION: Virtual Team Meeting https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTBmMDgzZWItYTdhNy00MTI3LTk1YzgtZTYyOWEyNzQ0ZDMw%40thread.v2 /0?context=%7b%22Tid%22%3a%22d21e59ec-c208-43eb-aaf1-cf06d9a196e0%22%2c%22Oid%22%3a%229236485a-e235-4796-b69f-4eec05422ed4%22%7d Call in #1-213-293-2303 Conference ID# 384 679 548#

QUESTIONS SHALL BE DIRECTED TO: Maritza Felix

(520) 837-4107 maritza.felix@tucsonaz.gov

Posted Date: Thursday, December 1, 2022

Competitive sealed offers for the material or service specified in this solicitation must be submitted through the City’s online bidding system. No late submitted offer will be accepted or considered.

Reponses submitted in physical form or by facsimile or email will not be considered. Offerors are cautioned to commence the submittal process sufficiently ahead of time to allow for unanticipated delays resulting from things like a slow internet connection, internet outage, difficulty uploading large documents, differing system requirements, etc.

Questions about this solicitation must be addressed to the responsible Contract Officer listed herein.

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B. INTRODUCTION

B.1. Summary

The City of Tucson Department of Transportation and Mobility (DTM), in partnership with the City of South Tucson, is seeking professional services to perform a multi-task planning study for eTOD Norte- Sur Phase II. This project is funded by a grant from the Federal Transit Administration (FTA) and the FTA Terms and Conditions conatined herein will be incorporated into any resulting contract.

B.2. Contact Information

Maritza Felix Senior Contract Officer Email: maritza.felix@tucsonaz.gov Phone: (520) 837-4107 Department:

Transportation & Mobility

B.3. Timeline mailto:maritza.felix@tucsonaz.gov tel:(520)837-4107

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Release Project Date December 1, 2022

Pre-Proposal Meeting (Non- Mandatory)

December 15, 2022, 1:00pm Virtual Team Meeting https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTBmMDgzZWItYTdhNy0 0MTI3LTk1YzgtZTYyOWEyNzQ0ZDMw%40thr ead.v2/0?context=%7b%22Tid%22%3a%22d2 1e59ec-c208-43eb-aaf1-cf06d9a196e0%22%2c%22Oid%22%3a%2292 36485a-e235-4796-b69f- 4eec05422ed4%22%7d

Call in #1-213-293-2303 Conference ID# 384 679 548#

Question Submission Deadline December 30, 2022, 2:00pm

Proposal Submission Deadline January 19, 2023, 2:00pm https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTBmMDgzZWItYTdhNy00MTI3LTk1YzgtZTYyOWEyNzQ0ZDMw%40thread.v2/0?context=%7b%22Tid%22%3a%22d21e59ec-c208-43eb-aaf1-cf06d9a196e0%22%2c%22Oid%22%3a%229236485a-e235-4796-b69f-4eec05422ed4%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTBmMDgzZWItYTdhNy00MTI3LTk1YzgtZTYyOWEyNzQ0ZDMw%40thread.v2/0?context=%7b%22Tid%22%3a%22d21e59ec-c208-43eb-aaf1-cf06d9a196e0%22%2c%22Oid%22%3a%229236485a-e235-4796-b69f-4eec05422ed4%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTBmMDgzZWItYTdhNy00MTI3LTk1YzgtZTYyOWEyNzQ0ZDMw%40thread.v2/0?context=%7b%22Tid%22%3a%22d21e59ec-c208-43eb-aaf1-cf06d9a196e0%22%2c%22Oid%22%3a%229236485a-e235-4796-b69f-4eec05422ed4%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTBmMDgzZWItYTdhNy00MTI3LTk1YzgtZTYyOWEyNzQ0ZDMw%40thread.v2/0?context=%7b%22Tid%22%3a%22d21e59ec-c208-43eb-aaf1-cf06d9a196e0%22%2c%22Oid%22%3a%229236485a-e235-4796-b69f-4eec05422ed4%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTBmMDgzZWItYTdhNy00MTI3LTk1YzgtZTYyOWEyNzQ0ZDMw%40thread.v2/0?context=%7b%22Tid%22%3a%22d21e59ec-c208-43eb-aaf1-cf06d9a196e0%22%2c%22Oid%22%3a%229236485a-e235-4796-b69f-4eec05422ed4%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTBmMDgzZWItYTdhNy00MTI3LTk1YzgtZTYyOWEyNzQ0ZDMw%40thread.v2/0?context=%7b%22Tid%22%3a%22d21e59ec-c208-43eb-aaf1-cf06d9a196e0%22%2c%22Oid%22%3a%229236485a-e235-4796-b69f-4eec05422ed4%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTBmMDgzZWItYTdhNy00MTI3LTk1YzgtZTYyOWEyNzQ0ZDMw%40thread.v2/0?context=%7b%22Tid%22%3a%22d21e59ec-c208-43eb-aaf1-cf06d9a196e0%22%2c%22Oid%22%3a%229236485a-e235-4796-b69f-4eec05422ed4%22%7d https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTBmMDgzZWItYTdhNy00MTI3LTk1YzgtZTYyOWEyNzQ0ZDMw%40thread.v2/0?context=%7b%22Tid%22%3a%22d21e59ec-c208-43eb-aaf1-cf06d9a196e0%22%2c%22Oid%22%3a%229236485a-e235-4796-b69f-4eec05422ed4%22%7d

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C. SCOPE OF WORK

C.1. Introduction

The City of Tucson Department of Transportation and Mobility (DTM), in partnership with the City of South Tucson, is seeking professional services to perform a multi-task planning study to develop an equitable transit-oriented (ETOD) strategic plan for land use along a major 14.5-mile north/south regional transportation corridor that will extend from the Tohono T'adai Regional Transit Center to the Tucson International Airport. The corridor study area includes surrounding areas within three-quarters of a mile from the preliminary transit alignment (see attached map).

From summer 2021 to the end of 2022, the City of Tucson and the City of South Tucson completed Phase I of what is now referred to as Tucson Norte-Sur: Investing in Resilient Communities + Transit. During this phase of work a consultant team was hired to assist the city with community outreach and data collection. The community outreach included 3 rounds of open house meetings, 3 steering committee meetings, 6 community dialogues, 7 focus groups, 14 popup events, and multiple meetings with neighborhoods, stakeholder groups, and organizations. The information collected has been summarized and posted to the project website: tucsonnorte-sur.com.

A detailed Market Assessment of the full corridor was completed in January 2022, and a Phase I Summary Document highlighting community input, existing transportation data, last-mile connectivity, land use, financial resources, and best practices in equitable Transit Oriented Development. Some of the key themes that have emerged as priorities from community input include;

• Interest in walkable, mixed-use neighborhoods & access to services

• General discomfort with Transit Oriented Development as depicted in other cities

• Fears around displacement, increased cost of living, (in)equitable investment

• Need for parks, green spaces, opportunities for sports & recreation

• Need for trees, shade, greenery, landscaping, green infrastructure on corridors

• Support for existing small & local businesses

• Better roads (road maintenance & improvements)

• Support for unhoused community members

• Accessibility for people with disabilities

Concurrently, the Department of Housing and Community Development (HCD) has developed policy initiatives and actions for preserving and adding affordable housing, the Housing Affordability Strategy for Tucson (HAST).

The Planning and Development Services Department (PDSD) is also updating the Infill Incentive District. Transit Services is undergoing a Comprehensive Operations Analysis (COA) of existing transit operations, as well as reviewing Norte-Sur transit alignments and potential for applying for Capital Investment Grant funding from the Federal Transit Administration. These efforts directly impact the Tucson Norte-Sur plan with overlapping policies and goals, and will require coordination with the outreach and land-use planning from Phase I and Phase II of Norte-Sur.

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This RFP for Phase II will build on the findings from Phase I and related planning efforts in Tucson to create a Norte-Sur Framework for Equitable Transit-Oriented Communities, or the Tucson Norte-Sur Plan: Investing in Resilient Communities + Transit. For more information on the project, including outreach and work completed to date, go to tucsonnorte-sur.com.

C.2. Schedule

The timeline for the development of the Tucson Norte-Sur Plan is approximately one year, with work commencing in January 2023 and all tasks completed by January 2024. Please note that the tasks listed below are not necessarily in sequential order and should account for immediate needs and adaptability when developing the timeline. Tasks may take place concurrently but should be organized to account for flexibility between in-person and virtual events.

C.3. Budget

The budget for the project is $325,000, which accounts for Phase II Community Engagement, the Norte- Sur Framework, and the Tucson Norte-Sur Policy Plan.

C.4. Scope of Services

The tasks will be split into 2 parts; Community Outreach and development of the Tucson Norte-Sur Policy Plan. The bulleted items listed below are meant as a general guide for potential task deliverables.

1. COMMUNITY OUTREACH

Phase II Public Engagement

a. Review public engagement findings from Phase I

b. Develop framework (public outreach plan) for engaging public in Phase II, following discussions with city on what went well and where improvements could be made from Phase I

c. Create a plan for hearing input from broad range of stakeholders focusing on local businesses, neighborhoods, and other organizations representing specific interests along corridors

d. Develop a plan for effective communication with Tucson Mayor and Council, and South Tucson Mayor and Council

e. Utilize and build on Economic Initiatives “Business Navigators” efforts along the Norte-Sur corridors, potentially coordinating business forums or business focus group discussions

f. Organize and lead public engagement efforts for Tucson Norte-Sur Phase II

g. Create framework for policy and program recommendations based on Phase I and Phase II outreach, and identify methods for seeking feedback on community priorities

Community Engagement Activities

a. Develop and provide marketing and outreach materials for all events including (but not limited to);

mailers (2 mass mailers for full study area), flyers, posters, PPT presentations, graphics and online engagement methods http://tucsonnorte-sur.com./

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b. Public Relations activities;

Provide regular, continuous social media planning, content and distribution through either city outlets or project-specific outlets

Provide strategy, creative design and production services related to traditional and non-traditional media, print media, electronic media, internet websites and computer-assisted presentations

Create and implement innovative outreach materials and tools to reach diverse groups

Develop content and layout for event flyers and mailers, and distributing and/or mailing materials

Distill wonky planning terms and acronyms into accessible language

Facilitate community and public participation programs, activities and events, which may include bilingual meeting facilitators

Provide art direction/scripting/production of public service announcements for television, radio, and live presentations

c. Coordinate with the Community Ambassador program to bring local community leaders into the outreach process:

Coordination, management, and payment of the Community Ambassadors

Incorporating Lead Community Ambassador Coordinator into project team to manage the Community Ambassador program

Hiring Community Ambassadors, with consultation from the City of Tucson, City of South Tucson, and the Lead Community Ambassador

d. Track attendance and public comment at all events, including providing participant surveys or polling to obtain demographic and neighborhood representation

e. Provide analysis and summarize input collected

2. NORTE-SUR POLICY PLAN FRAMEWORK, RESEARCH, AND POLICY DEVELOPMENT

Develop the Tucson Norte-Sur Policy Plan, based on the takeaways from Phase 1 and incorporating elements A through G below. This includes; a) Equitable Development Policy, b) a framework for community stability, c) guidelines for land use, d) public facility improvements recommendations, e) a policy framework, f) financial framework, and g) sustainability framework.

The Policy Plan will be the culmination of Norte-Sur Phase II, and will be used as an umbrella framework for equitable Transit Oriented Communities in Tucson. While focused on the Norte-Sur study area, the plan may function as a guide for future high-capacity transit corridors.

Task 1 Equitable Development Policy and Vulnerability Analysis

Building off existing efforts and best practices, develop a strategy to support equitable outcomes of development along the Norte-sur Corridor to improve access to economic opportunities, affordable housing, and community investment for current residents of the area.

The strategy should include the following though the respondent is encouraged to add additional actions they feel are important to achieve the equitable development strategy:

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Map out and analyze gentrification and displacement housing vulnerability and gentrification of locally owned businesses for the Norte-Sur Study area, by building on existing efforts

Utilize public feedback and data collected to identify zones or locations and tools for preservation, affordable housing, and community investment

Task 2 Anti-Displacement and Community Stability Framework

Review and summarize recommendations and key findings specific to supporting affordable housing and preventing displacement including but not limited to the University of Arizona Tucson Displacement Study, the Housing Affordability Strategy for Tucson, Thrive in the 05, the Sunshine Mile Overlay District, and the ETOD Market Assessment.

Provide best practices and case study research that summarizes zoning code regulatory best practices that provide regulatory and/or financial incentives for affordable housing. This research should take into account the state legislative barriers such as preemption of inclusionary zoning.

“Map” the affordable housing funding landscape in Tucson and South Tucson – who is doing what, where funding is available, focusing on where gaps exist. Based on best practices, provide potential actions that can be taken to increase sustainable investments in affordable housing.

Establish goals for affordable housing, workforce housing, mixed-income housing, economic development, and built environment investment based on data that incorporates need, equitable distribution, community support, and locations facing displacement and gentrification pressure

Build on existing efforts, information gathered in Phase I, and the work above, to provide specific recommendations that can help to preserve and incentivize new affordable housing development along and adjacent to the Norte-Sur corridor. The recommendations should be specific enough to include in a future overlay district proposal, or in the use of other zoning tools that would provide flexible development or redevelopment tools that meet the purpose and goals of Tucson Norte-Sur

Task 3 Land Use Framework

Identify the scale, density, and timing of development by location

Make recommendations for preservation, infill, rehabilitation, redevelopment, use standards, density and design guidelines

Identify options, make comparisons, and suggest recommendations for prioritizing new mixed-use developments on larger scale parcels of land and/or local redevelopment on smaller scale parcels along the corridors

Coordinate with groups interested in small scale local development to identify barriers and incentives to incremental, local development

Develop design goals and standards that could be incorporated into new zoning overlays and/or other zoning tools

Identify potential locations for affordable housing development, amenities, and locally-owned businesses that create destinations near proposed stations

Task 4 Public Facilities and Infrastructure Framework

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Recommend immediate, short-term, and long-term improvements for public facilities within the study area, such as parks, public spaces, transit infrastructure, pedestrian infrastructure, and bike infrastructure

Identify parties responsible for implementation

Task 5 Policy and Regulatory Framework

Develop recommendations for policies and programs to a) protect existing affordable housing, b) expand housing options to all for more missing middle housing, c) expand supportive housing, affordable housing, and mixed-income housing, d) promote transit-supportive densities, and e) promote multi-modal transportation options

Make recommendations to alter existing overlays and expand or create new overlays to facilitate TOD infill development, land acquisition policies, other policies and regulations

Task 6 Financial Framework

Evaluate the range of financial tools used nationally, regionally, and locally to stimulate ETOD, including techniques, such as value capture, possibly requiring state or local enabling legislation

Incorporate predicted demand for new development based on Market Assessment to determine feasible growth projections and revenue projections through value capture

Task 7 ETOD Implementation Framework

Develop funding strategies and recommendations for continuing eTOD/Norte-Sur work beyond FTA grant with Norte-Sur and citywide, such as through an independent community-based advisory committee or other mechanism

Ongoing monitoring and evaluation of project goals through specific performance measures

C.5. Resources

This is a partial list of resources, that may be useful for building background knowledge for developing a proposal and if awarded a contract.

Previous and Ongoing Plans, City of Tucson

• Housing Affordable Strategy for Tucson (HAST)

• Tucson eTOD Community Engagement Strategic Plan

• Move Tucson: Delivering Mobility Options

• A Framework for Equitable Mobility Oriented Development

• MAP Dashboard- includes regional data collectors, recent Tucson Housing Market Study

• Complete Streets Tucson

• Tucson TOD Handbook

• Tucson Mayor & Council Climate Emergency Declaration, Resolution No. 23222

• Tucson Delivers: Parks + Connections https://housingaffordability.tucsonaz.gov/ https://www.tucsonaz.gov/files/transportation/files/Strategic_Plan_Document.pdf https://movetucson.org/ http://epr-pc.com/portfolio-item/framework-for-equitable-mobility-oriented-development/ https://mapazdashboard.arizona.edu/ https://mapazdashboard.arizona.edu/ https://www.tucsonaz.gov/tdot/complete-streets-tucson https://www.tucsonaz.gov/files/pdsd/transit_oriented_development_handbook.pdf https://tucsonaz.onbaseonline.com/1801AgendaOnline/Documents/ViewDocument/RESOLUTION%2023222.pdf?meetingId=1415&documentType=Agenda&itemId=58819&publishId=63458&isSection=false https://tucsondelivers.tucsonaz.gov/pages/parks-connections

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• Tucson EV Readiness Roadmap- Working Document

• Thrive in the 05 Transformation Plan

• PAG High Capacity Transit Implementation Plan

• People, Communities, and Homes Investment Plan

• Ronstadt Transit Center Redevelopment

• Sunshine Mile Overlay District Plan

• Plan Tucson

Examples eTOD Policies and Planning Efforts

• Metro Twin Cities Gold Line BRTOD Plans

• Chicago eTOD Policy Plan https://tucsonaz.onbaseonline.com/1801AgendaOnline/Documents/ViewDocument/ATTACHMENT_B_-_DRAFT_CITY_OF_TUCSON_ELECTRIC_VEHICLE_ROADMAP?meetingId=1526&documentType=Minutes&itemId=61637&publishId=76535&isSection=false https://thriveinthe05.tucsonaz.gov/ https://pagrtahost.kinsta.cloud/wp-content/docs/pag/2020/09/AppendixB_PAGHighCapacityTransitPlan_Dec2017_Complete.pdf https://p-chip.tucsonaz.gov/ https://peachprops.com/project/ronstadt-center/ http://rionuevo.org/wp-content/uploads/2021/02/ZE_final_SMD_revised_020321.pdf https://www.tucsonaz.gov/pdsd/plan-tucson http://thegatewaycorridor.com/station-area-planning/ https://www.chicago.gov/content/dam/city/sites/etod/Pdfs/ETOD-Policy-Plan_Full_9-14-20.pdf

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D. INSTRUCTIONS TO OFFERORS

D.1. DEFINITION OF KEY WORDS USED IN THE SOLICITATION

For purposes of this solicitation and any subsequent contract, the following terms have the meanings set forth below:

City: The City of Tucson, Arizona

Contract: The legal agreement(s) executed between City and the Successful Offeror(s). The Contract will be deemed to include all the conditions and requirements set forth in this solicitation and any Addenda to the solicitation, all the Special Terms and Conditions and Standard Terms and Conditions, and all the terms of the Offer submitted by Offeror as finally negotiated and accepted by the City.

Contractor/Consultant: A Successful Offeror that enters into a Contract with the City.

Contract Representative: The City employee or employees who have been designated to act as the City contact for this solicitation process and who are responsible for monitoring and overseeing the Contractor's performance under the Contract.

Business Services Director: The contracting authority for the City, authorized to sign contracts and addenda thereto on behalf of the City.

May: Indicates something that is not mandatory but permissible.

May not: The indicated party is prohibited from taking the action.

Must: The action or condition is required.

Offer: Any proposal, statement of qualifications, bid, or other submission provided by an Offeror in response to this Solicitation.

Offeror: Each individual or entity that submits an Offer in response to this solicitation.

Successful Offeror: An Offeror who received a Notice of Award or a Notice of Intent to Award from the City.

Will: The indicated party is promising to take the action or abide by the condition.

D.2. PRE-SUBMITTAL MEETING

A Pre-Submittal Meeting will be held at the date and time stated on the cover page of this solicitation, if such a date and time is provided. Attendance at this meeting is not mandatory, but written minutes and/or notes regarding the meeting will NOT be provided, so attendance is encouraged. The purpose of this meeting will be to clarify the contents of this solicitation in order to prevent any misunderstanding of the City's position.

D.3. INQUIRIES

Any questions about this solicitation or the proposed Contract must be presented at the Pre-Submittal Meeting, if there is one (see above), or submitted in writing, via email, or through the online bidding system, to the Contract Officer by the Question Submission Deadline. The email must refer to the solicitation number and the paragraph number of the provision that the question concerns. The Contract

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Officer may respond by email or may, if they deem it appropriate, address the question in a solicitation addendum or response through the question and answer portal in the online bidding system. Offeror may not rely on oral interpretations or clarifications about the solicitation; only questions answered in an email by the Contract Officer, posted through the online bidding system, or posted as a formal solicitation addendum will be binding.

D.4. ADDENDUM OF SOLICITATION

Solicitation Addenda will be posted on the City’s link to the online bidding website. Offeror is responsible for checking the webpage regularly for new solicitation addenda and must acknowledge each addendum to this solicitation in its submittal. Please note that vendors who have registered with the Business Services Department at https://procurement.opengov.com/portal/tucson-az and follow the City of Tucson will receive email notifications of solicitation addenda.

D.5. UNDERSTANDING SCOPE OF WORK

Before submitting an Offer to this solicitation, Offeror must familiarize itself with the Scope of Work, laws, regulations, physical conditions, and other factors affecting the obligations – including the expense and difficulty of fulfilling those obligations – that Offeror will have under the Contract if awarded to Offeror. No adjustment to the financial or other terms of the Contract will be justified by Offeror’s failure to fully understand or appreciate the Contract requirements or other factors affecting Contract performance.

D.6. PREPARATION OF OFFER

A. Form and Organization. If Offer forms are included in this Solicitation, Offeror’s Submittal must be on those forms. Supporting documentation must be arranged in a manner that follows and clearly refers to corresponding sections of the solicitation. Offeror may copy the submittal forms in order to complete them electronically but may not alter or rearrange them or change any paragraph designations.

B. Confidential Information. Any information in its submittal that Offeror wishes to be treated as confidential must be clearly marked “CONFIDENTIAL.”

C. Offer Contents. Offeror’s submittal must contain responses to all sections of this solicitation, any Offer forms provided must be completed and any requested supporting documentation must be attached.

D. Signatures. Offeror must include in their submittal signed copies of the Offer and Acceptance page. Any cover letter accompanying the proposal documents must be signed. Offeror must initial each erasure, interlineation or other modification in the submittal. The person signing and initialing on behalf of Offeror must be a person authorized to legally bind Offeror.

E. Prices. Where a unit price is provided it will govern over any erroneous extension of the price.

F. Time Periods. Periods of time, stated as a number of days, will be calendar days unless specifically stated otherwise.

G. Accuracy. Mistakes in preparation of its submittal confers on Offeror no right to modify or withdraw its submittal after the Submittal Deadline.

https://procurement.opengov.com/portal/tucson-az

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H. Cost of Preparation. The City will not reimburse Offeror for the cost of developing, presenting, submitting or providing any response to this solicitation.

I. Subcontractors. Offeror must, in their submittal, list any subcontractors that it will utilize in the performance of the Contract if they are awarded the Contract and must describe their qualifications in detail.

J. Incomplete Information. Failure to include all requested information may have a negative impact on the evaluation of Offeror’s submittal.

D.7. PAYMENT DISCOUNTS

Payment discount periods shall be computed from the date of receipt of the material/service or correct invoice, whichever is later, to the date City’s payment warrant is mailed. Unless freight and other charges are itemized, any discount provided shall be taken on full amount of invoice. Payment discounts of twenty-one calendar days or more shall be deducted from the proposed price in determining the price points. However, the City shall be entitled to take advantage of any payment discount offered by a vendor provided payment is made within the discount period. The payment discount shall apply to all purchases and to all payment methods.

D.8. TAXES

The City is exempt from federal excise tax, including the federal transportation tax, but is not exempt from any other taxes, including state and local sales and excise taxes.

D.9. EXCEPTIONS TO CONTRACT PROVISIONS

By submitting an offer in response to this solicitation, Offeror is offering to enter into the Contract with the City. If Offeror wishes to modify any Contract terms and conditions, Offeror must, in its Offer, clearly identify the changes it is requesting. No requested modification will be deemed accepted by the City unless and until the City’s Business Services Director or their designee expressly accepts it in writing.

D.10. PUBLIC RECORD

Any documents submitted by Offeror in response to this solicitation will become the property of the City.

Except as set forth below with respect to Confidential Information, the Submittal will be deemed to be a public record available for review by the public after the award notification.

D.11. CONFIDENTIAL INFORMATION

The City is obligated to abide by the Arizona Public Records Law, A.R.S. §§ 39-101 through 39-161. If Offeror believes that any portion of its Offer, specification, protest or correspondence contains information that is confidential and subject to being withheld from disclosure in the event that the City receives a public records request to which the record is responsive, Offeror must, when the record is submitted, provide the Contract Officer written notification of that fact. The records or portions of records that Offeror wishes to be treated as confidential must also be clearly marked “CONFIDENTIAL” on their face. Pricing will not be treated as confidential.

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If the City, after award notification, receives a public-records request the scope of which includes a document submitted by Offeror and marked "CONFIDENTIAL", the Contract Officer will make a written determination regarding whether the document will be provided to the requestor. If the Contract Officer determines that the document should be released, City will notify Offeror in writing. Unless Offeror, within 10 days after the date of that notice, obtains and provides to City an order from a court of competent jurisdiction prohibiting the City from releasing the documents, the City may release the documents without any liability to Offeror.

D.12. WHEN AND HOW TO SUBMIT OFFERS

In order to be considered, Offeror must, no later than the Offer Submittal Deadline, submit its Offer electronically through the City’s online bidding system:

https://procurement.opengov.com/portal/tucson-az.

NOTE: THE ENTIRE OFFER MUST BE IN "“SUBMITTED"” STATUS IN THE CITY’S ONLINE

BIDDING SYSTEM IN ORDER TO BE CONSIDERED. RESPONSES THAT HAVE BEEN CREATED

IN THE SYSTEM, BUT THAT ARE NOT IN "“SUBMITTED"” STATUS BY THE OFFER SUBMITTAL

DEADLINE WILL NOT BE CONSIDERED.

D.13. CERTIFICATION OF NONCOLLUSION; CONFLICTS OF INTEREST

Offeror will not communicate, orally or in writing, with any member of the Mayor and Council, or with any City staff outside the Procurement Division of the Business Services Department, regarding this Solicitation. By submitting an Offer, Offeror warrants that:

A. Preparation and submission of the submittal did not involve collusion or other anti-competitive practices.

B. Offeror has not given, offered to give, nor intends to give at any time hereafter, any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor, meal or service to a public servant in connection with this solicitation.

C. No person has been employed or retained to solicit or secure a Contract under this solicitation upon a promise of a commission, percentage, brokerage, or contingent fee.

D. No employee of the City involved in this Solicitation process, or any family member of such an employee, has any substantial financial interest in Offeror’s firm. No member of the City of Tucson Mayor and Council who has, or whose family member has, any substantial financial interest in Offeror’s firm will participate in any action taken by the Mayor and Council with respect to this Contract. The terms “relative” and “substantial interest” have the meanings assigned in A.R.S. § 38-502

The City may disqualify Offeror from further participation in the solicitation process if the City determines that any City employee or official involved in this Solicitation process has an actual or apparent conflict of interest or if Offeror has engaged in any collusion or anti-competitive practices.

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D.14. WITHDRAWAL OF OFFER; BINDING OFFER

By submitting an Offer in response to this Solicitation, Offeror is offering to enter into the Contract with the City. Offeror may withdraw a submitted Offer at any time prior to the Offer Submittal Deadline.

Telephonic or oral withdrawals are not effective.

Offeror cannot withdraw an Offer that is in “submitted” status as of the Offer Submittal Deadline unless the Director of the Business Services Department consents in writing to the withdrawal. The Offer will be irrevocable for 90 days after the Offer Submittal Deadline.

D.15. DISCUSSIONS

The City may, at its discretion, conduct discussions with Offeror for the purpose of eliminating minor irregularities, informalities, or apparent clerical mistakes in Offeror’s submittal in order to clarify the offer and assure full understanding of, and responsiveness to, solicitation requirements.

D.16. VENDOR REGISTRATION; BUSINESS LICENSE

In order to be eligible for award of a Contract, Offeror must:

A. Register with the City’s Business Services Department. Registration can be completed at https://procurement.opengov.com/portal/tucson-az.

B. Obtain a City of Tucson Business License or a written determination from the City's Business License Section that a license is not required. Application for a City Business License can be completed at http://www.tucsonaz.gov/etax. For questions contact the City's Business License Section at (520) 791- 4566 or email at tax-license@tucsonaz.gov

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E. OFFER EVALUATION AND CONTRACT AWARD

E.1. PROPOSAL EVALUATION CRITERIA – (listed in relative order of importance)

A. Strength of the Approach/Scope

B. Qualifications and Relevant Experience of the Team

C. Demonstrated Ability to Successfully Engage Diverse, Historically Underserved Populations

D. Price Proposal

E. References

E.2. INTERVIEWS

The City may interview some or all of the offerors at any point during the evaluation process. If interviews are conducted, information provided during the interview process will be taken into consideration in the evaluation process. The City will not reimburse the Offeror for any costs Offeror incurs during its participation in the interview process.

E.3. ADDITIONAL INVESTIGATIONS

The City may undertake any additional investigations it deems appropriate to evaluate the competence and financial stability of any offeror.

E.4. OTHER INFORMATION

Information that evaluation committee members have about an offeror beyond what is provided in the offeror’s Offer may be taken into consideration during the evaluation process.

E.5. PRICE

A. Tax Offset Policy. If applicable under Section 28-18(6) or Section 28-17(7)(d) of the Tucson Procurement Code, the City will include the amount of all business privilege taxes other than the City’s in evaluating the pricing component of each Offer.

B. Payment Discounts. Any discounts offered by Offeror for payments made within 21 calendar days or more will be deducted from the proposed price in evaluating an offeror’s pricing.

However, the City may take advantage of any early- or timely-payment discounts offered by a vendor. Any proposed payment discount will apply to all purchases and to all payment methods

E.6. CITY’S RIGHT TO WAIVE DEFECTS OR REJECT OFFERS

Notwithstanding any other provision of this solicitation, the City may:

A. Waive any immaterial defect or informality; or

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B. Reject any or all submittals, or portions thereof; or

C. Reissue the solicitation.

E.7. CONTRACT NEGOTIATIONS

At the City’s discretion, it may negotiate with one or more responsible offerors to agree upon the final conditions, terms and price of the Contract. In doing so, the City will treat offerors fairly and will not disclose to any offeror information from responses submitted by other offerors. Exclusive or concurrent negotiations do not constitute a contract award and do not confer any rights to the offerors participating in such negotiations. In the event the City deems that negotiations are not progressing, the City may formally terminate these negotiations and may enter into concurrent or exclusive negotiations with the next most qualified firm(s).

E.8. AWARD OF CONTRACT

A Contract is created when, and only when, it is formally awarded, which occurs when the Business Services Director and the City Attorney sign the Offer and Acceptance page of the Successful Offeror’s submittal. When a Contract is awarded, the City will send the Contractor a Notice of Award.

The City may first issue a Notice of Intent to Award to the Successful Offeror(s). Offeror, if it receives a Notice of Intent to Award from the City, must sign and file with the City, within five (5) days after receipt of the Notice, all documents necessary for execution of the Contract. A Notice of Intent to Award does not create a contract. Only a subsequent formal award, as described above, creates a Contract.

E.9. MULTIPLE AWARDS

The City, at its sole discretion, may award multiple Contracts.

E.10. SOLICITATION RESULTS

After the City issues a Notice of Award, the City will post the name(s) of the Successful Offeror(s) on the Business Services Department’s Internet site at https://secure.procurenow.com/portal/tucson-az.

E.11. PROTESTS

Any interested party, may, in accordance with Article IX of the Tucson Procurement Code, protest either this solicitation or the award of a Contract under this solicitation. A protest based on alleged improprieties in this solicitation must be filed no later than five (5) working days before the Proposal Submittal Deadline. A protest of a proposed or actual award must be filed no later than ten (10) calendar days after the City issues a Notice of Intent to Award or, if no Notice of Intent to Award is issued, after the City issues a Notice of Award.

A protest must be made in writing and filed with the Contract Officer. It must include:

A. The name, address, and telephone number of the protestant;

B. The signature of the protestant or its representative;

C. The solicitation or Contract number;

https://secure.procurenow.com/portal/tucson-az

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D. A detailed statement of the legal and factual grounds for the protest along with copies of all relevant documents; and

E. The form of relief requested.

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F. EVALUATION PHASES

No. Evaluation Criteria Scoring Method Weight (Points)

1. Strength of the Approach/Scope In this section, the Project Team shall describe in detail the approach to deliver the requested services and deliverables. The approach should include a cover letter, project description, and scope of services, limited to no more than ten (10) pages.

• Describe the Project Team’s knowledge of the Project Corridor, Study Area, and transportation/land use history

• Describe how the team will complete the tasks, and who within the team will be involved in each task

• Provide a timeline for completion of deliverables and outreach processes

• Describe internal measures that will be used to ensure quality assurance and timely completion of the project

• Describe how the firm will work with City staff on projects and respond to feedback

The approach will be evaluated based on:

• Quality and completeness of proposed approach to meet the scope of services

• Innovative recommendations outside of draft scope of services

• Realistic approach within identified budget

N/A N/A

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2. Qualifications & Relevant Experience of the Team Submit qualifications, relevant experiences, and explain why your team is especially well qualified to perform the required services.

Discuss the key members of the Project Team and their qualifications and experiences. In particular, the Project Manager, supporting staff, and subconsultant firms that make up the Project Team should be mentioned.

• Submit an organizational chart of personnel to be assigned to the services together with the specific project tasks that will be performed by the designated individuals

• Identify the firm’s record for project completion with other recent clients

• Identify the type and location of similar work performed

• List specific references that may be contacted

N/A N/A

3. Demonstrated Ability to Successfully Engage Diverse, Historically Underserved Population Equity is the primary purpose of the eTOD (Tucson Norte-Sur) planning effort, encompassing all aspects of the project, from outreach and events to financing strategies for affordable housing and preservation of existing communities.

Project Teams shall include ideas, methods, and strategies for incorporating equitable outcomes in all aspects of project delivery, including team structure, so as to incorporate community voices in decision making processes. Demonstrate successful planning experience and knowledge of working with low-resource communities and advocating for equitable development, safety and transit improvements in a variety of contexts.

N/A N/A

4. Price Proposal Provide a price proposal as requested.

Offerors are asked to provide fully loaded hourly labor rates for the positions identified.

N/A N/A

5. References Project Teams shall include three (3) relevant project references from an ongoing or previous client for work completed no more than three years prior, with contact information for the client Project Manager of each project reference.

N/A N/A

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G. PRICING

PRICE PROPOSAL

Offerors are asked to complete and submit this PRICE PAGE with a cost proposal for the Task deliverables as described in Scope of Services. Offerors are also asked to provide a breakdown of the cost proposal which should include, but not be limited to, the cost of labor hours regarding the services proposed and the cost of items to be purchased and designed **Fee must be inclusive of all costs, including but not limited to, direct and indirect costs for labor, overhead, materials, printing, travel and mileage, postage, taxes etc.** List all positions and applicable hourly rates for any/all personnel who may conduct work under the resulting contract, as well as the estimated total time allocated for the project for each position

Line Item Description Quantity Unit of Measure

Unit Cost Total

PART I: COMMUNITY ENGAGEMENT

1 Deliverable(s) 1 EACH

PART II: NORTE-SUR POLICY PLAN FRAMEWORK, RESEARCH, AND POLICY DEVELOPMENT

1 Task 1 Deliverable(s) 1 EACH

2 Task 2 Deliverable(s) 1 EACH

3 Task 3 Deliverable(s) 1 EACH

4 Task 4 Deliverable(s) 1 EACH

5 Task 5 Deliverable(s) 1 EACH

6 Task 6 Deliverable(s) 1 EACH

7 Task 7 Deliverable(s) 1 EACH

TOTAL

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H. SPECIAL TERMS AND CONDITIONS

H.1. AVAILABILITY OF FUNDS FOR THE NEXT FISCAL YEAR

Funds are not presently available for performance under this Contract. The City's obligation for performance of this Contract is contingent upon the availability of funds from which payment for Contract purposes can be made. No legal liability on the part of the City for any payment may arise for performance under this Contract until funds are made available for performance of this Contract.

H.2. FEDERAL TRANSIT ADMINISRATION (FTA) REQUIREMENTS

Any contract awarded pursuant to this solicitation will contain the FTA Terms and Conditions listed in the corresponding attachment titled, "FTA Terms, Conditions and Certifications".

H.3. LIVING WAGE REQUIREMENTS

Contractor will comply with all applicable provisions of the City’s Living Wage Ordinance (Article XIV of the Tucson Procurement Code). Contractor will, upon request, affirm in writing that Contractor is in compliance and will provide City with information and documentation demonstrating that compliance.

The City’s Living Wage ordinance can be found at the following link:

https://tucsonprocurement.com/bidders_livingwage.aspx.

H.4. PRICE ADJUSTMENT

At least 90 days before the date that the Contract is eligible for extension, Contractor may submit to the Contract Officer a request for price adjustments based on documented increased Contractor costs and the City may, at its discretion, make price adjustments, which will apply during the extension term.

H.5. TERM AND RENEWAL

The term of the Contract will commence when awarded to Contractor and remain in effect for a period of one (1) year, unless terminated, canceled or extended as otherwise provided herein. The City may, at its sole option, extend the Contract's term for up to one (1) additional one-year periods or portions thereof.

https://tucsonprocurement.com/bidders_livingwage.aspx.

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I. INSURANCE REQUIREMENTS

I.1. Required Insurance Policies

Contractor will obtain and maintain during the entire term of this Contract and for 2 years after the Contract term ends, the following insurance coverage from insurers that have an “A.M. Best” rating of not less than A-VII:

I.2. Commercial General Liability

Policy must include Bodily Injury, Property Damage, Personal Injury and Broad Form Contractual Liability with coverage limits no lower than:

A. Each Occurrence: $1,000,000

B. General Aggregate: $2,000,000

C. Products & Completed Operations Aggregate: $2,000,000

D. Personal and Advertising Injury: $1,000,000

E. Blanket Contractual Liability: $1,000,000

I.3. Commercial Automobile Liability

Policy must include bodily injury and property damage, for any owned, hired, and/or non-owned vehicles used in performance of work under this Contract, with a Combined Single Limit no lower than $1,000,000.

I.4. Worker's Compensation

Policy must have coverage limits no lower than:

A. Per Occurrence: Statutory

B. Employer's Liability: $1,000,000

C. Disease Each Employee: $1,000,000

D. Disease Policy Limit: $1,000,000

E. [If Contractor is a Sole Proprietor, include this waiver provision under A.R.S. § 23-961(M). To determine whether the Contractor is a Sole Proprietor, please request the Sole Proprietor/Independent Contractor form from the Contract Officer listed in the solicitation.] I am a sole proprietor, and I am doing business as [name of sole proprietor business]. I am performing work as an independent contractor for the City of Tucson. I am not the employee of the City of Tucson for workers' compensation purposes, and, therefore, I am not entitled to workers' compensation benefits from the City. I understand that if I have any employees working for me, I must maintain workers' compensation insurance on them.

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I.5. Professional Liability (Errors & Omissions)

Policy must have coverage limits no lower than:

A. Each Claim: $1,000,000

B. Annual Aggregate: $2,000,000

I.6. Policy Change Notice

Contractor will give the City 30 days advance written notice before any of the above policies are changed in any manner that is inconsistent with the requirements of this Contract. The notice must be sent directly to the Procurement Division of the Business Services Department.

I.7. Additional Insured

The Commercial General Liability, Commercial Automobile Liability and umbrella policies where applicable will include the City as an additional insured with respect to liability arising out of the performance of this contract. The City must be covered to the full policy limits, even if those limits of liability are in excess of those required by this Contract. The coverage must be primary and any insurance carried by City is excess and not contributing.

I.8. Claims-Made Coverage

If any or part of the required insurance is written on a claims-made basis, any policy retroactive date must precede the date of the contract and the Contractor must maintain such coverage for a period not less than three (3) years following contract expiration, termination or cancellation.

I.9. Additional Requirements

Each insurance policy required by this Contract, excluding Professional Liability (Errors & Omissions), must include or be endorsed to include to provide the following:

A. A waiver of subrogation endorsement in favor of the City, for losses arising from work performed by or on behalf of the Contractor (Including Worker’s Compensation).

B. The policy is primary and any insurance carried by the City is excess and not contributing.

C. The coverage provided by the policy is not limited to the liability assumed under the indemnification provisions of this Contract.

D. The insurer will provide written notice to the City at least ten (10) calendar days before the policy is terminated or cancelled or the coverage is reduced.

I.10. Verification of Coverage

A. Contractor will give the City certificates of insurance (ACORD form or equivalent approved by the City), signed by an authorized representative of the insurer, showing that the Contractor has all the insurance required by this Contract.

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B. Contractor must deliver the certificates directly to the Procurement Division of the City’s

Business Services Department before the Contractor commences work under this Contract.

C. The certificates must contain the City project/contract number and project description.

D. The City reserves the right to require complete copies of all insurance policies required by this Contract at any time.

I.11. Subcontractors

Contractors’ insurance certificate(s) must include all subcontractors as insureds under its policies or Contractor must give the City separate certificates and endorsements for each subcontractor showing that each subcontractor has the insurance coverage described above.

I.12. Public Entities

If Contractor or any sub-contractor is a public entity that self-insures as permitted by law, then the insurance requirements in this Section 8 will not apply to that entity and that entity must instead provide a Certificate of Self- Insurance.

I.13.