St. Louis County 2050

TO:MEMORANDUM

Deanna Venker, P.E. | Chief Administrative Officer

Beth Orwick | County Counselor

Mandy LaBrier | Director of Sustainability

Karen Aroesty | Acting Director of Administration

Greg Tatar | Director of Procurement

FROM: Jacob W. Trimble, AICP | Acting Director of Planning

DATE: September 16, 2022

RE: RFP Comment Request St. Louis County 2050: An Equitable and Sustainable Comprehensive Plan.

The County last produced a Comprehensive Land Use Plan & Map in 1980, with a significant update in 1985. That document no longer reflects the will, desire, nor reality of the community. In 1980 the County’s population was 973,529, and in 2020 the population was 1,004,125 a marginal increase of 30,596 residents. This is below the County’s peak population of 1,016,315, as enumerated by the U.S. Census in 2000. During these four decades, the County has consumed a significant amount of land for development, but it has not seen a significant increase in population. This presents a host of fiscal, economic, public health, and environmental challenges. As mandated by the Charter, the County needs an active plan for the physical development of our community. An equitable and sustainable comprehensive plan for the next generation will look further into social, economic, and governmental conditions and trends than any previous Comprehensive or Strategic Plan adopted by the County.

In its 2022 budget, the Department of Planning was appropriated $1,000,000 for the professional services required to complete a comprehensive land use plan. Beginning in March 2022, the Department conducted thorough research of contemporary comprehensive land use and climate plans to inform the development of St. Louis County 2050: An Equitable and Sustainable Comprehensive Plan. The County Council granted the Department of Planning’s request to use the Request for Proposal (RFP) process on May 17, 2022. The RFP process is a public process during which the Department will release a formal request asking professional services firms to submit minimum qualifications and written proposals demonstrating how their firm would address and assist with our comprehensive planning process. RFPs allow the County to vet the offerings of various firms and allow them to demonstrate their unique benefits.

In June 2022, the Planning Department began drafting the RFP document, a cornerstone in the development of the Plan. The RFP document includes the instructions for proposers, procurement schedule, County background, scope of work and deliverables, and the evaluation criteria and

Jacob W. Trimble, AICP County Executive Acting Director of Planning Clayton, Missouri 63105 PH 314/615 2520 FAX 314/615 3729 RelayMO

RFP Comment Request St. Louis County 2050: An Equitable and Sustainable Comprehensive Plan.

Page Two

scoring matrix. The document also includes RFP milestones, which is a tentative schedule from RFP issuance to awarding the contract for the professional planning services. A condensed table of RFP milestones follows:

ActivityKey

PROCUREMENT SCHEDULE

Minimum Qualifications & RFP Key Activity Description

Target Deadline Dates (Subject to Change)

1 St. Louis County Releases RFP September 30, 2022

2 Mandatory Pre proposal conference October 13, 2022

3 Pre-Proposal Question Deadline

October 18, 2022

4 Minimum Qualifications and Letter of Intent to Respond Due October 31, 2022

5 Written Proposals Due December 30, 2022

6 Invited In Person Oral Presentations

7 Final Contract Award (subject to change)

January 31, 2023

March 24, 2023

Due to the scope of work involved with a Comprehensive Land Use Plan, it is an attractive project for professional services firms with wide ranging experiences and expertise. Based on the Department’s research of RFPs for comprehensive planning services for communities similar to St. Louis County, we expect dozens of respondents. Below you will find links to three examples of responses to RFP with similar scopes of work.

Collaboration throughout County Government is essential not only during the RFP process, but through development and implementation of St. Louis County 2050: An Equitable and Sustainable Comprehensive Plan. In order for the County to release the RFP on September 30, 2022, please carefully review the RFP document and provide your comments in writing by September 26, 2022. Comments can be emailed to Acting Director of Planning Jacob W. Trimble at JTrimble@stlouiscountymo.govWeareextremelyexcitedtomove

forward and work with all of you throughout this process

Local government planning RFP response examples:

• Vancouver, Washington

• Frisco, Texas

• Wyandotte County, Kansas

CC:

Kyle Klemp | Senior Projects Coordinator

Nathan Schauf | Senior Procurement Contract Administrator

Charles Henderson | Director of Information Technology

Wayne Hilzinger | Planning Commission Chair

Joe Kulessa | Acting Deputy Director of Transportation & Public Works

Rachel Cohen | Health Policy Manager

ST. LOUIS COUNTY REQUEST FOR QUALIFICATIONS & PROPOSALS

ST. LOUIS COUNTY 2050: AN EQUITABLE AND SUSTAINABLE COMPREHENSIVE PLAN

Professional services contract to facilitate and develop the next St. Louis County Comprehensive Plan

RFP 2022 XX XX

PROJECT DESCRIPTION

As authorized by Article II. Section 2.180.33 of the St. Louis County Charter, the County Council through the Department of Planning shall "provide for a county plan for the physical development of the county..." Under this authority The St. Louis County Department of Planning is seeking qualified proposals to award a Professional Services contract to facilitate, design, develop, draft, recommend implementation strategies and facilitate adoption of the next St. Louis County Comprehensive Plan St. Louis County 2050: An Equitable and Sustainable Comprehensive Plan.

The required minimum qualifications and scope of services in the request for proposals will permit the Department of Planning to hire and direct a Comprehensive Planning Professional Service Firm to conduct deep research and analysis of existing conditions and trends, in depth outreach and engagement with all stakeholders, and produce a final comprehensive plan and land use scenario mapping tool for adoption by the St. Louis County Council.

PROCUREMENT SCHEDULE

SUBJECT TO CHANGE

RFP Release Date

Friday, September 30, 2022.

Pre-proposal meeting date and time Thursday, October 13, 2022, 10:00am thru Noon CT

Is pre-proposal meeting mandatory? ☒ Yes ☐ No

Pre proposal meeting link/location

In Person at Lawrence K. Roos County Government Administration Building, 41 South Central, Clayton, MO, 63105 Conference Room #

Deadline for Questions & Comments Tuesday, October 18, 2022, 5:00pm CT

Minimum Qualifications & Letter of Intent Monday, October 31, 2022, 5:00pm CT

Proposal Due Date Time Friday, December 30, 2022, 5:00pm CT

Award of Contract (Tentative)

Friday, March 24, 2023

Subject to St. Louis County Council approval and adoption

While this solicitation is ongoing, communication with County Staff regarding it is prohibited except through the Designated Point of Contact or the specific types of communication defined in Section 107.401 SLCRO. Submit questions, comments, and proposals through the St. Louis County Vendor Self-Service (“VSS”) portal at https://stlouisco.munisselfservice.com/Vendors/default.aspx .

Use the RFP number above to search for this RFP in VSS.

SECTION 1 - DEFINITIONS

The following defined terms have the meanings specified below.

NOTE: If a defined term is used only once, then it may be defined within the context in which it appears in that paragraph or section.

1.1 "AGREEMENT"

Means the St. Louis County Professional Services Contract Agreement, including all exhibits attached to it and incorporated in it by reference, and all amendments, modifications, or revisions made in accordance with its terms and conditions.

1.2 "AWARD"

Means the selection of a vendor for a contract or subcontract for a specific dollar amount. Contract awards are made by St. Louis County, acting through its Department of Administration Division of Purchasing

1.3 "DIRECTOR OF PROCUREMENT"

Means the Director of Procurement of the St. Louis County Department of Administration Division of Purchasing (DOP) and any representative duly authorized in writing to act on their behalf.

1.4 "DIRECTOR OF PLANNING"

Means the Director of Planning of the St. Louis County Department of Planning, in full, interim, and acting capacity, and any representative authorized in writing to act on the County Director of Planning's behalf.

1.5

"DIRECTOR OF SUSTAINABILITY"

Means the Director of Sustainability of the St. Louis County Executive’s Office, in full, interim, and acting capacity, and any representative authorized in writing to act on the County Director of Planning's behalf.

1.6

"COMMERCIALLY-USEFUL FUNCTION"

Means a subcontract fulfilled by a proposer responsible for the materials, supplies, and services used in the performance of the contract. To determine whether a subcontractor is performing a commercially-useful function, the amount of work subcontracted shall be evaluated with respect to normal industry practices, including whether the amount the subcontractor is to be paid under the contract is commensurate with the work it is to perform. The subcontractor does not perform a commercially useful function if its role is limited to an extra participant in a contract through which funds are passed in order to convey only the appearance of meaningful and useful subcontractor participation.

1.7 "CONTRACT"

Means a mutually binding legal relationship or any modification thereof obligating the vendor to furnish construction, professional services, and/or supplies and contractual services and the County to pay for them.

1.8 "CONTRACT PARTICIPATION GOALS"

Means the goals established for a particular contract.

1.9 "CONTRACTOR" OR "PROFESSIONAL PLANNING SERVICES"

Means the Respondent awarded a contract pursuant to this RFP process.

1.10 “COUNTY”

Means St. Louis County as a cohesive entity and pertinent staff.

1.11 "DEPARTMENT" OR "PLANNING"

Means the St. Louis County Department of Planning.

1.12 "DOP"

Means the Department of Administration, Division of Purchasing.

1.13 "EC"

Means the Evaluation Committee appointed to review and assess all Proposals and make its recommendations for selected contractor(s) to the Director of Planning, Planning Commission and County Executive, and St. Louis County Council concerning its evaluations.

1.14 "FORMAL PROCUREMENT"

Means a competitive solicitation method by which bidders are invited by the County to bid through a published advertisement stating the scope, specifications, and terms of the proposed contract.

1.15 "GOOD FAITH EFFORT"

Means all actions taken by a bidder or prime contractor consistent with the requirements, rules and procedures established by DOP to engage M/WBEs toward meeting the goals for minority and women business enterprise utilization.

1.16 "INFORMAL PROCUREMENT"

Means a solicitation method by which competition is not required or an emergency work award is required, and the County is permitted to solicit bids directly from bidders. The County shall make all efforts to include M/WBEs in such informal procurements and ensure that M/WBEs are given fair and ample opportunity to participate.

1.17 "LABOR HOURS"

Means labor productivity, that is, units of work placed or produced per man hour.

1.18 "M/WBE"

Means minority and women owned business enterprise that is certified under a business certification program by the State of Missouri, and/or St. Louis Airport Authority. A minority owned business enterprise (MBE) is a for profit enterprise that is at least fifty one (51) percent owned, operated, and controlled on a daily basis by a minority group member who is either Asian, Black, Hispanic, or Native American. A woman owned business enterprise (WBE) is a for profit enterprise that is at least fifty one (51) percent owned, operated, and controlled on a daily basis by a female.

1.19 "M/WBE UTILIZATION PLAN"

Means the list of MBEs and WBEs that a bidder commits will be utilized, designated by the applicable NAICS codes, including its own participation as an MBE or WBE. The M/WBE utilization plan, which includes the names of all M/WBEs to be utilized in the contract, certification information, the dollar value and scope of work to be performed, tier level of participation and their percentage of participation based on the bid amount, must be provided at time of bid. This time period for submission of the M/WBE utilization plan shall be reviewed and analyzed by June 30 annually by the Director of Minority Business Development and Compliance and submitted to the County Council which shall vote on retention, modification or dissolution.

1.19.1 "Minority and Women owned business enterprise availability"

Means the number of businesses located in the St. Louis Metropolitan Area that are ready, willing and able to provide the supplies and contractual services being procured by St. Louis County.

1.20 "NOTICE OF INTENT TO PERFORM A SUBCONTRACT"

Means the forms the bidders are required to submit to St. Louis County at time of bid, signed by each subcontractor listed in the M/WBE utilization plan. Failure to include a completed notice of intent form signed by each subcontractor will be sufficient cause to reject a bid as non responsive. This time period for submission of the M/WBE utilization plan shall be reviewed and analyzed by June 30 annually by the Director of Minority Business Development and Compliance and submitted to the County Council which shall vote on retention, modification or dissolution.

1.21 "PRESENTATION"

Means Invitation to orally present written proposal in person to the County Evaluation Committee (EC) and invited County Department and County Agency Partner participants.

1.22 "PRIME CONTRACTOR"

Means the individual or business that has entered into an agreement with St. Louis County and that has the full responsibility for completing the terms of the agreement.

1.23 "PROPOSAL"

Means a proposer's response to a solicitation for proposals or statements of qualifications for a project that is at least partially funded by the County, but does not include federally funded projects which have requirements that preempt the local M/WBE program.

1.24 "PROPOSER"

Means any individual, company, or association responding to St. Louis County and its associated entities’ solicitation.

1.25 "RESPONDENT"

Means the primary entity which registers on the website tosubmit materials in response to the request for Statement of Qualifications and invited written Request for Proposal and subsequent invitation for oral presentations and in response to this RFP and may include subcontractors and other affiliates. Proposer is interchangeable with Respondent and vice versa.

1.26 "RFP"

Means “Request for Proposal” the invitation to selected potential respondents who submitted Statement of Qualifications (SOQ) that were evaluated by the Evaluation Committee (EC) for minimum respondent qualifications and extended an invitation to submit written proposals for consideration and evaluation to provide professional services.

1.27 "SERVICES"

Means performance of all tasks, activities and deliverables as described in detail in Scope of Services and performed by qualified and licensed personnel of the selected Comprehensive Planning Professional Services Firm/Contractor from this RFP.

1.28 "SOQ"

Means “Statement of Qualifications” the minimum required qualifications submitted in response to this Request for Statement of Qualifications to be invited for written proposal submission.

1.29 "SUBCONTRACTOR"

Means an individual or business that has a contract with the prime contractor to perform a service or provide materials, equipment, or supplies as a part of the scope of work set forth in a prime contract with St. Louis County.

1.30 "SUBMISSION"

Means complete applicationincludingnecessarynarrative components and required forms.

1.31 "USER DEPARTMENT"

Means the department that develops the requisitions for the County.

SECTION 2 - ELECTRONIC DOCUMENTATION AND SUBMISSION

2.1 INTERNET WEBSITE DOCUMENTATION

All materials related to the minimum qualifications and request for proposal (RFP) will be available on the internet and official URL webpage for St. Louis County at www.stlouiscountymo.gov Specifically, access to the required minimum qualifications and RFP document, registration to receive all information to this document and related materials including resources, notifications, and required forms are availability at ???? ITLinkfrom Chuck Henderson

The County expects Respondents to have full access to technology. The County also intends to cut its costs while adhering to environmentally conscious practices; therefore, the County will not provide hardcopies of required minimum qualifications and RFP document, clarifications and/or addenda, resources, forms, attachments, or any materials related to the minimum qualifications and RFP.

2.2 RESPONDENT RESPONSIBILITY

All Respondents are responsible for obtaining all minimum qualifications and RFP materials, including checking the County’s website for clarifications and/or addenda, if any. Failure to obtain clarifications and/or addenda from the County’s web site shall not relieve Respondent from being bound by any additional terms and conditions in the clarifications and/oraddenda,orfromconsideringadditionalinformation containedtherein in preparing your Proposal.

Note, there may be multiple clarifications and/or addenda. Any harm to the Respondents resulting from such failure shall not be valid grounds for a protest against award(s) made under the solicitation.

The County accepts no responsibility for the timely delivery of materials or for alerting Respondents on posting to the County website information related to minimum qualifications and the RFP.

2.3 RFP ELECTRONIC SUBMISSIONS

Respondents are required to submit minimum qualifications, written proposals, if invited, and completed required County Forms via internet at the web address provided by DOP Services and Department of Information Technology in Section 2.1 herein.

SECTION 3 - INSTRUCTIONS TO PROPOSERS

3.1 PRE SUBMITTAL ACTIVITIES

3.1.1 Registration (Supplied by IT Chuck Henderson)

Organizations or individuals interested in receiving information about this RFP must register on the County’s website at the following link: Provided by IT Chuck Henderson.

Organizations or individuals interested in responding to this RFP must register online in the County’s Vendor Self Service (VSS) portal at

https://stlouisco.munisselfservice.com/Vendors/default.aspx. There is no fee to use the portal. For system related issues notify the Designated Point of Contact.

3.1.2 Questions, Comments, and Exceptions to the Solicitation

Submitallquestions,comments,exceptions,andsuggestions bytheDeadlineforQuestions and Comments via the VSS Portal or to the Designated Point of Contact. Questions and comments received after the deadline may not be acknowledged.

If taking exceptions to any portion of this solicitation, submit the exceptions in writing to the Designated Point of Contact by the Deadline for Questions. Identify each specific section and paragraph number to which exception is taken. If requesting changes or additional language, identify specific words or phrases to be changed and provide new requested language. If the County agrees to the changes, the solicitation will be revised, and an addendum will be posted.

Failure to take exceptions prior to the deadline stated or as otherwise directed will be deemed a waiver of any objection. Proposals that are conditional or that include material exceptions to the specifications or to anyterms may be considered non responsive and will be Requestsrejected.for

complete replacement of the County’s Standard Agreements will not be granted.

3.1.3 Revisions to the Solicitation

The County may cancel, revise, or reissue this solicitation, in whole or in part, for any reason. Revisions will be posted as addenda on the Vendor Self Service site. No other revision of this solicitation will be valid. Proposers are responsible for ensuring that they have received all addenda prior to submitting proposals.

TheCountymayrequest additionalorclarifyinginformationandmaydiscussandnegotiate any component of a submitted proposal from anyproposer, at the discretion of the Director ofProcurement andin accordancewith anyapplicableordinances. Negotiations orrequests by the County are not to be deemed counteroffers or rejections of any original proposals.

3.1.4 Communication

County solicitations, once published, are under a "Cone of Silence. Violation of Section 107.401 SLCRO by a proposer or proposer’s representative will result in rejection of the proposal by the Director of Procurement and may result in a proposer being found non responsible, barred from participating in this or future procurements, and becomingsubject to other legal penalties.

Other than the Designated Point of Contact, no proposer or person acting on behalf of a prospective proposer may communicate with or discuss any matter relating to the solicitation with any officer, agent, or employee of the County except the specific types of communication defined in Section 107.401 SLCRO. All communication from a proposer or a proposer’s representative relating to this solicitation must follow the processes defined in Sections 107.400 and 107.401 SLCRO.

Outside of evaluation committee meetings, members of an evaluation committee and associated subject matter experts may not communicate about matters involving an ongoing solicitation with co workers, supervisors, directors, individuals in other departments, or other County staff that is not directly involved in evaluating proposals, other than as described in SLCO 107.401.

3.1.5 Pre proposal Conference and Site Visits

If a pre proposal conference is scheduled, and if ADA accommodations are required, submit a request for accommodations to the Designated Point of Contact.

Answers to questions raised prior to and at the pre proposal conference will be posted as addenda on the Vendor Self Service site.

If the pre proposal meeting is mandatory, proposers who did not attend the pre proposal meeting will be disqualified.

3.1.6 Modification or Withdrawal of Proposal

Proposals may be withdrawn, modified, or replaced at any time prior to the Due Date and Time. After the Due Date and Time, proposals may not be modified unless requested by the County. The County requests that proposals remain open for at least 120 calendar days after opening.

If an emergency or unanticipated event interrupts normal County business or processes so that proposals cannot be received by the time specified and urgent County requirements preclude amending the RFP, the time for receipt of proposals will be extended to the time ofdayspecifiedintheRFPonthefirstworkdayonwhichnormalCountybusinessresumes.

3.1.7 Joint Proposals

A proposal may be submitted by several entities as a joint proposal, but the County will only sign a single contract with one entity that will be responsible for performance under the contract. All included entities will be required to undergo the same background checks before execution of a contract.

3.2 PROHIBITED PRIOR WORK

Any person or entity that has assisted the County directly or indirectly in preparing specifications, requirements, or any cost estimate associated with the procurement, or who, through access and exposure to information not available to other proposers would receive an unfair competitive advantage, is prohibited from submitting a proposal in response to this RFP. Proposers that received assistance from anysuch person or entity or who will use the person or entity in performing the services will be disqualified. This prohibition does not apply to general and non specific advice or information offered to the County prior to publication of the solicitation, or to comments made at a pre-proposal conference or subsequent to publication of the solicitation.

Proposers and subcontractors or sub consultants are eligible for contracts with the County only if they are not currently, and will not, during the performance of the required services, participate in any other similar work involving a third party with interests currently in conflict or likely to be in conflict with the County’s interests.

3.3 GENERAL PROPOSAL SUBMISSION

All documents must be completed electronically. Other than signatures, hand written responses, whether or not submitted electronically, will be rejected.

If directed to submit information as one or more PDF, Excel, or other electronic files, include the solicitation number in all filenames.

No proposals or modifications submitted by email or facsimile will be considered. All proposals must be submitted by the Due Date and Time via the County’s Vendor Self Service portal.

3.4

CONE OF SILENCE

County solicitations, once published, are under a "Cone of Silence." All questions regarding the status of the solicitation may be made only through the Designated Point of Contact or Vendor Portal. Communication with County staff other than the Designated Point of Contact regarding this solicitation is prohibited except the specific types of communicationdefinedinSection107.401SLCRO.Violationoftheprohibitiononoutside communication by a proposer or proposer’s representative may result in rejection of the proposal and may result in a determination of the proposer as non responsible.

3.5 NO COMMITMENT

This RFP does not commit the Countyto make an award, nor will the County payanycosts incurred by proposers in the preparation and submission of proposals, or costs incurred in making necessary studies for the preparation of proposals. The County may withdraw the RFP at any time and may reject all proposals.

3.6 NON COMPLIANCE

Failure to comply with the requirements of this RFP or evidence of unfair proposal practices may cause rejection of the proposal.

3.7 OWNERSHIP OF PROPOSALS AND MATERIALS

All opened proposals, including documents and materials submitted with proposals, become the property of the County.

3.8

DISCLOSURE OF PROPOSALS

The County is subject to Chapter 610 of the Revised Statutes of Missouri. With selected exceptions, the contents of any submissions during the RFP process will be treated as open records and will be open to inspection after a contract is executed or the County rejects all Documentsproposals.

protected by law from public disclosure will not be disclosed if clearly marked with the word "Confidential" on each applicable page, with each confidential provision clearly identified. A mere list of confidential pages will not suffice to meet this requirement. Requests to treat the entire proposal as confidential will be rejected and will result in no part of the proposal being treated as confidential.

Trade secrets may be marked as confidential only to the extent they meet the requirements of the Missouri Uniform Trade Secrets Act. Only information claimed to be a trade secret at the time of submittal to the County and marked as confidential will be treated as a trade

Submissionsecret.

of any materials in response to this RFP constitutes:

1. Consent to the County’s release of such materials without notice to the person or entity submitting the materials; and

2. Complete waiver of all claims against the County and its officers, agents, and employees that theCountyhas violatedaproposer's right to privacy,disclosed trade secrets, or caused damage by allowing the proposal or materials to be inspected; and

3. Agreement to hold the County harmless for release of such information; and

4. Acknowledgement that the County will not assert any privileges that may exist on behalf of the person or entity submitting the materials.

3.9 EMERGENCY EXTENSION OF SUBMITTAL DEADLINE

If an emergency or unanticipated event interrupts normal County business or processes so that proposals cannot be received by the exact time specified in the solicitation, and urgent County requirements preclude amendment of the RFP, the time specified for receipt of proposals will be deemed extended to the same time of dayspecified in the RFP on the first workday on which normal County business resumes.

3.10

ESTIMATED QUANTITIES

If the solicitation results in an indefinite quantity or requirements contract, the actual amount of goods and services requested by the County may be less than the maximum value of the contract and there is no guarantee, either expressed or implied, as to the actual quantity of goods and services that will be authorized under the contract.

SECTION 4 EVALUATION AND CONTRACT AWARD

4.1 DETERMINATION OF RESPONSIVENESS

Each Respondent submission will be reviewed to determine whether it conforms to the instructions set forth in this solicitation. The County, in its sole discretion, may waive minor irregularities in proposals and submissions if it determines that there will be no advantage provided to the proposer and no other proposer would suffer a disadvantage. If there is an M/WBE goal and the County, in its sole discretion, determines that a proposal does not meet the goal or Good Faith Effort requirements, the proposal will be found non

Failureresponsive.toconform

Ifnon-responsive.aRespondents

to any revisions in instructions or specifications may render a proposal

submission is found nonresponsive, the County will notify the proposer and the proposer will no longer be included in any activities or correspondence regarding the solicitation.

4.2 EVALUATIONS

The County will establish a committee to evaluate minimum qualifications, written proposals, and in person presentations. Evaluations will be based on the respondents’ minimum qualifications, experience, expertise, key personnel and required scope of services and criteria specified in the RFP,as well as information gathered from background checks, references, oral presentations, and the County’s knowledge of the proposer.

Proposals will not be evaluated solely on price. Inaccuracy or errors within any part of Respondents submission may result in its disqualification and rejection

After reviewing all responsive submissions, the Evaluation Committee may recommend one or more top-ranked proposers for final negotiation of contract terms.

Alternatively, the committee may establish a list of proposers to be invited to submit written proposals, and for subsequent oral presentations and demonstrations, after which proposers may be allowed to amend their proposals and submit best and final offers.

After final evaluations of minimum qualifications, written proposals, presentations and demonstrations, and best and final offers, the evaluation committee may recommend one or more top ranked proposers for final negotiation of contract terms.

4.3 DETERMINATION OF RESPONSIBILITY

Prior to awarding a contract, the County will make a determination of a proposer's responsibility based on initial information submitted in the minimum qualifications questionnaire, letter of intent, proposal, information submitted upon request bythe County, information resulting from the County’s inquiryof proposer's references and investigations into the proposer’s background, and the County’s own knowledge of the proposer. The County will take into consideration matters such as the proposer’s integrity, compliance with public policy, record of past performance, and financial and technical resources.

Proposers determined to be non responsible and who cannot be made to be responsible within timelines set by the County will not be considered further.

4.4 CONTRACT AWARD

Award, if made, will be to the responsive, responsible firm offering the best value to the County for the services and goods described in this solicitation, or if applicable, for a specific portion of the services and goods described. Failure to award a contract to lowest cost proposer will not constitute a valid cause of action against the County.

Contract award will be made by action of the County Council or as otherwise may be allowed by County ordinance.

Debriefings, if requested, will only be provided after contract award.

4.5 POST AWARD REQUIREMENTS

Ifselectedforaward,the selected professional services, consultant orcontractormust agree to, and where applicable, comply with the following requirements before a contract can be executed:

Disclose all pending litigation and tax liens;

Disclose all criminal charges where the company and/or officers, and/or owners of over 10% of the company are defendants regarding the charges;

Provide audited financial statements for the past three fiscal years, if requested by the City/County.

SECTION 5 - CONTENTS AND FORMAT

Submissions should demonstrate the qualifications, experience, capacity, training, knowledge, and skills necessary to successfully perform the work described in this RFP.

The information mayinclude: the financial capacity of the firm, the staff size, staff licenses and experience, competing demands on the resources of the firm and the individuals, and any other information that would enable the County to make a fair assessment of a proposer’s suitability.

Include a detailed pricing proposal for the services to be provided and the total price for all services, inclusive of time in hours for the completion of each task and items which are normally referred to as reimbursable expenses, i.e., travel, meals, and lodging, where Reimbursementapplicable.

will not be made for out of pocket or reimbursable expenses, which must be included in the total price. This total price will be used in determining scores for evaluation purposes.

If including any optional services or products, price and label such services or products as optional, and include those in an addendum. These optional services or products will not be used to evaluate the proposal or price.

5.1 PROPOSAL FORMAT

Submit proposals in the following order unless otherwise instructed in the RFP, herein. Number all pages of the proposal.

5.2

EXPERIENCE AND ORGANIZATIONAL CAPABILITY

5.2.1 Experience

Provide a summary of experience providing similar services, demonstrating the experience and capacity necessary to successfully perform the services required by this RFP. Include examples, descriptions of work completed, and outcomes, if known.

5.2.2

Organizational Capacity

Provide evidence of adequate human, organizational, technical, and professional resources and abilities to meet the needs of this solicitation. Include an organizational chart for organization responding to this solicitation and describe the organization’s expertise and capability to complete the proposed work.

5.2.3

Key Personnel

If certain individuals are essential to completion of the proposed work, they will be considered Key Personnel. Include their resumes, a description of their past work related to proposed services, and proposed role on the project team for the duration of the engagement. If the County accepts the proposal, Key Personnel may not be replaced without the County’s approval and no substitutes may be made unless the County accepts the substitute as substantially equivalent.

5.3 PROPOSED SERVICES

Describe the services to be provided and a work plan for delivering the services. As applicable, include a detailed breakdown and description of the specific steps that will be followed to perform the services required by this RFP. Proposers may elect to include in this section any innovative methods or concepts that might be beneficial to the County if the requirements established in this RFP are met. Include a proposed schedule for the completion of the services and the deliverables, including the start and end dates and intermediate delivery dates.

5.3.1 List the types of documents, materials, and resources required from the County for completion of the services described in the RFP.

5.4 REFERENCES

If references are required, each reference must include the organization’s name, contact telephone, email information, and a description of the specific services provided. It is the responsibility of proposers to ensure that this information is current and accurate. If the proposer is contractually prohibited from disclosing a client in a manner which would be public, the work provided for the client must include sufficient detail to provide a demonstrated record of success in similar engagements. See County Reference Form.

5.5

5.6

SUPPLEMENTAL SERVICES (OPTIONAL)

List any related and recommended products or services not specified in this RFP that may be offered and that the County might consider.

SUPPLEMENTARY DOCUMENTS

As applicable, provide additional documents and materials in the following order unless otherwise instructed in the RFP herein:

5.6.1 Qualifications, using County forms if provided 5.6.2 Documents, if requested with proposals.

5.6.3 and items. FORMS (ATTACHED)

5.7.1 Business to 285.530 R.S.Mo.

5.7.2

5.7.3

5.7.4

5.7.5 Affidavit of Compliance with SLCRO 12.020

5.7.6 Affidavit of Compliance with MSRo 34.600

5.7.7 Copy of Missouri Secretary of State Registration showing current status

5.7.8 E Verify Memorandum of Understanding found at https://www.e verify.gov/

SECTION 6 POST AWARD REQUIREMENTS

6.1 DISCLOSURES

If applicable and requestedbytheCountypriorto commencing work,theselectedproposer must:

6.1.1 Disclose all pending litigation and tax liens;

6.1.2 Disclose all criminal charges where the company and/or officers, and/or owners of over 10% of the company are defendants regarding the charges;

6.1.3 Provide audited financial statements for the past three fiscal years, if requested by the County.

6.2 STAFF AGREEMENTS

If the work requires access to County documents and materials unavailable to the general public, the Countymay require execution of a non disclosure or similar agreement prior to providing access to such materials. The selected proposer agrees to collect, store, and maintain such signed agreements for all staff.

SECTION 7 PROTESTS

Protests that do not comply with the protest procedures outlined below will be rejected.

7.1 PROTEST ELIGIBILITY

7.1.1 Protests or objections may be filed regarding the procurement process, solicitation or addendum content, or contract award.

7.1.2 TheCountywillreviewonlyprotestssubmittedbyactualorprospectiveproposers.Protests by actual or prospective subcontractors will be rejected.

7.1.3 Protests that simplydisagree with the recommendation of the evaluation committee will be disregarded.

7.2

PROTEST DEADLINES

File protests with any supplemental materials by 5 p.m. CST, as appropriate, on the deadlines set forth below. Failure to file by the relevant deadline constitutes a waiver of any protest on those grounds. Supplemental protest materials filed after the relevant deadline will not be considered unless the County determines that there are extenuating circumstances.

7.2.1 If relating to the content of the solicitation or any addendum, including protests related to M/WBE requirements, file within five business days after the date the County releases the solicitation or addendum with the revised content.

7.2.2

If relating to notice of non responsiveness, file within five business days after the County issues such notice.

7.2.3 If relating to the intent to award, file within five business days following the County’s notice of intent to award by placing the item on the calendar of the County Council.

7.2.4 The date of filing is the date the County receives the protest, unless received after 5 p.m. CST, on a non Business Day, in which case the date of filing will be the next Business Day.

7.3 PROTEST CONTENTS

Protests must be submitted in writing to the Director of Procurement. Protests that simply disagree with the decision of the evaluation committee will be rejected. Include all of the following in the letter of protest:

7.3.1 Detailed grounds for the protest, supported with technical data, documentary evidence, names of witnesses, and other pertinent information related to the subject being protested; and

7.3.2 The law, rule, regulation, or policy upon which the protest is based, alleging a clear violation of a specific law, rule, regulation, or policy; and

7.3.3 Identification of proprietary and confidential material, which must be indicated by stating on the front page of the protest document that proprietary material is included, and identifying the alleged proprietary information wherever it appears within the protest documents.

7.3.4 Protest documents will not be withheld from any interested party outside of the County unless withholding the information is required by law or regulation. Identifying either the entire contents or the majority of contents of a protest as proprietary or confidential will result in no part of the protest being treated as proprietary or confidential by the County.

SECTION 8 CONTRACT REQUIREMENTS

STANDARD TERMS AND CONDITIONS

The following contract terms, in addition to requirements and services identified in this solicitation, willbeincludedin thecontract enteredintobythe Countyandthesuccessful proposer. The Countyexpresslyreserves the right to include anyadditional or different terms in the contract.

8.1 CONFLICTS OF INTEREST

8.1.1 No Gifts

Contractors and their agents currently doing business with or planning to seek contract awards from the Countymaynot offer gifts to Countyofficers, employees, or agents. County officers, employees, and agents may not solicit or accept gifts, gratuities, favors, or anything of monetary value from contractors, potential contractors, or parties to sub agreements. This includes all gifts, gratuities, favors, entertainment, loans, and such items as liquor, lodging, travel, food, and tickets to public functions such as sports events, theaters, etc. Any party offering gifts in contravention of these requirements maybe found non responsible and barred from entering new contracts with the County by the Director of Procurement, may have current contracts terminated, and may be subject to further legal action.

8.1.2 Employment

8.2

Contractor may not employ as a director, officer, employee, agent, or sub contractor any elected or appointed official of the County or any member of his/her immediate family.

INVESTIGATIONS AND LITIGATION

Throughout the duration of the contract, the Contractor agrees to disclose any pending or active investigations or litigation that may affect the ability of the Contractor to carry out the project.

8.3

CONTINGENT FEE

Proposer warrants that no agreement has been made with any person or agency to solicit or secure this contract upon an understanding for a gratuity, percentage, brokerage or contingent fee in any form to any person excepting bona fide employees of proposer or bona fide established commercial or sales agencies. For breach of this warranty, County may terminate the right of the proposer to proceed under this contract and will be entitled to pursue the same remedies against the contractor as it could pursue in the event of a breach of this contract. As a penalty in addition to any other damages to which it may be entitled to by law. County may recover exemplary damages in an amount to be determined by the County, which amount will not be less than three nor more than ten gratuity, commission, percentage, brokerage or contingent fee. The rights and remedies of County as provided in this Paragraph are not exclusive and are in addition to any other rights or remedies as provided by law.

8.4 NON DISCRIMINATION OF EMPLOYMENT

Contractor may not discriminate against any employee or applicant for employment because of race, creed, color, gender, sexual orientation, gender identity, national origin, age, marital status, or disability. Proposer shall take affirmative action to ensure that applicants are employed and that employees are treated during their employment without regardto race,creed, color,gender,sexual orientation, genderidentity,national origin, age, marital status, or disability. Such action shall include, but not be limited to, the following employment upgrading, demotion or transfer, rates of pay or other forms of compensation, and selection for training including apprenticeship. In the event of Proposer’s noncompliance with the provisions of this paragraph, the contract may be terminated or suspended in whole or in part and Proposer may be declared ineligible for further County contracts.

8.5 NO AGENCY

Except as the County may specify in writing, the Contractor has no authority, express or implied, to act on behalf of the County in any capacity whatsoever, as an agent or otherwise, or to bind the County or its members, agents, or employees to any obligation whatsoever, unless expressly provided in this contract.

8.6

INDEPENDENT CONTRACTOR

The relationship of the Contractor to the County will be that of independent contractor and no principal agent or employer employee relationship will be created by the contract. Contractor will have and retain full control of all hiring, compensation, and discharge of its employees and will be fully responsible for all matters relating to payment of its

employees, including compliance with Social Security, withholding tax, and all other laws and regulations governing such matters.

8.7 NO ASSIGNMENT

Contractor may not assign, sublet, or otherwise transfer this contract, or any rights under or interest in this contract, without the written consent of the County, which may be withheld for any reason, provided however, that claims for money due to Contractor from the Countyunder this contract maybe assigned to a bank, trust company, or other financial institution without such approval. Notice of such assignment or transfer shall be furnished promptly to the County in writing.

8.8 SUBCONTRACTS

Subcontractors may not perform work under this contract without the prior written approval of the County. Regardless of any such approval, the Contractor is responsible for all services performed under the contract, whether self performed or performed by a subcontractor, and will be fully responsible to the County for the acts, errors, or omissions of the subcontractor and persons employed by the subcontractor. Nothing contained in this contract or in any subcontract will create any contractual relationship between any subcontractor and the County.

8.9 DEBARMENT AND SUSPENSION

Contractor certifies and represents that is not debarred, suspended, or otherwise excluded from, or ineligible for participation in, federal, state, or County programs or activities.

8.10 COMPLIANCE WITH FALSE CLAIMS ACT

Contractor acknowledges that 31 U.S.C. Chap. 38 (Administrative Remedies for False Claims and Statements) applies to the Contractor’s actions pertaining to this contract.

8.11 TERMINATION

8.11.1 Termination for Cause.

In the event of material breach, or should the Contractor fail to perform in accordance with the terms of this contract, the County will send a notice to cure. If Contractor fails to cure the problems to the County’s satisfaction within ten days of receiving such written notice, the County may immediately terminate the contract and seek recovery.

8.11.2 Termination for Convenience.

The County may terminate the contract or a task order, if applicable, in whole or in part, at any time by written notice to the Contractor. Contractor will be paid its costs, including contract closeout costs and profit on work performed up to the time of termination. After receipt of such notice, the contract will automatically terminate without further obligation of the parties. If Contractor has any property in its possession belonging to the County, Contractor will return it to the County or account for and dispose of it in the manner that the County directs, prior to the release of payment by the County.

8.11.3 Contractor’s Deliverables under Early Termination. Before any settlement cost is paid, the County must have received and accepted all documents and correspondence required as part of the Scope of Work/Deliverables

or included in Task Orders, including all documents that are in complete and final form and those in draft and/or incomplete form for deliverables that are in progress and have not been accepted as complete.

8.11.4 Invoice and Payment Under Early Termination. Separate final invoices for project related costs and for termination settlement costs must be submitted no later than 30 calendar days after the notification of termination. Contractor’s acceptance of final payment releases the County from all claims by Contractor for issues arising under the contract.

8.12

FUNDING OUT

The contract shall terminate at such time, if any, that the County Council fails to appropriate sufficient sums in the budget year for which the contract applies to pay the amount due.

8.13 INDEMNIFICATION

Contractor agrees to indemnify, defend, and hold harmless the County, its elected and appointed officials, employees, agents, and volunteers from and against all claims, damages, losses, liabilities, and expense, to the fullest extent permitted by law, including attorneys’ fees, for injuries to persons or damage to property occasioned by any acts or omissions of Contractor, its subcontractors, agents, independent contractors or employees, and for any breach of the covenants, representations, certifications, and warranties made by Contractor in connection with this contract. This section regarding indemnification applies to all liability, regardless of any applicable insurance policies. The policy limits do not act as a limitation upon the amount of indemnification to be provided by Contractor. This section of the contract will survive in perpetuity.

8.14 CONTRACT FEES

The fees quoted by the Contractor will remain firm during the contract term unless otherwise agreed to by the County.

8.15

BOOKS AND RECORDS

Contractorwill generate andmaintain,in accordancewith appropriate accountingpractices and procedures, book, records, ledgers, receipts, accounts, back up documents, and all other information related to performance under the contract, which shall be made available for the County’s inspection upon the County’s request.

8.16 DATA PRIVACY AND SECURITY REQUIREMENTS.

8.16.1 The Contractor may have access to proprietary and confidential materials regulated by federal, state, or local laws and regulations, and will be required to safeguard any such materials from any disclosure by establishing and maintaining data privacy and security measures and requirements for all information, data, documents, and materials that Contractor receives, generates, collects, and maintains in performing the services required. The Contractor will be fully liable and agrees to indemnify and defend the County against any action resulting from any disclosure of any confidential or personally identifiable information related to any individual, or confidential information related to the County, if such disclosure is caused by employees, agents, or subcontractors of the consultant. The County reserves the right to examine all laptops, flash drives, and other media on persons entering or leaving Department property.

8.16.2 Depending on the work undertaken, the County may require certain consultant staff to be fingerprinted, pass security requirements, and undergo criminal background checks as specified by the County, and may, at its sole discretion, deny access to any individual.

8.16.3 Contractor may not use for financial gain, disclose, or make other improper use of confidential or otherwise privileged information that is acquired in connection with this contract. This includes personally identifiable information, knowledge of selections of contractors or subcontractors in advance of an official announcement by the County, and all other information that is not normally made publicly available or that has not yet been made publicly available by the County.

8.17 INVOICES; REQUIRED REPORTING AND DOCUMENTATION

Invoices must include a description of services or goods provided with subtotals for each, as applicable, dates provided, dates and hours worked by each individual and personnel performing services if applicable, the contract number, the amount due, and contractor name and contact information. Incomplete invoices may be rejected and returned without payment.

8.18 REMEDIES FOR BREACH

If Contractor materially breaches any term of the contract or any other applicable requirement, the County, in its sole discretion, may take such actions as appropriate and permitted by law, including wholly or partially suspending or terminating the contract; suspending payment for services under the contract; and seeking any and all damages and remedies available at law and in equity under this contract or otherwise.

8.19 FORCE MAJEURE

Either party is excused from performance if such non performance results from acts of God, war, riots, acts of governmental authorities, widespread supply chain disruptions, changes requested by County, or any other circumstances beyond the reasonable control and without the fault or negligence of the party affected. Should such an event occur that couldnothavebeenovercomebytheexerciseofduediligenceorplanning,thepartyunable to perform agrees to promptly notify the other party and pursue its best efforts to resume performance as quickly as possible, suspending performance only for such time as is necessary due to the force majeure event. In such cases, the County will not assess liquidated damages or avail itself of other remedies, but may, at its discretion, allow time to cure the non performance or terminate the contract in whole or in part.

8.20 OWNERSHIP OF DELIVERABLES

Any work product prepared or developed pursuant to this solicitation will be the property of St Louis County, including all calculations, notes, photos, recordings of any kind, samples, estimates, and field notes. All property rights, including intellectual property rights such as copyrights or patents that arise from creation of deliverables or other work products required by this contract to be developed for the County shall be the property of the County and Contractor relinquishes all claims to such property.

8.21 DISENTANGLEMENT

On termination of the contract, Contractor will provide all documents, data, drawings, plans, manuals, warranties, specifications, and other materials that will enable a complete

transition of services to the County or any third party designated by the County, and will perform such additional tasks as may be necessary to enable the County or its designated third party to assume provision of the services without any interruption or adverse impact on any party’s provision of services or on County activities. All such disentanglement activities are considered part of base services and must be completed to the County’s satisfaction before final payment is provided.

8.22 ORDER OF GOVERNANCE:

In the event of conflicting provisions, the following order of precedence will apply:

1) Change Orders

2) Scope of Work / Technical Provisions

3) County Standard Terms and Conditions

4) The RFP

5) Proposal

8.23 GOVERNING LAW

This Contract is made and entered into in St. Louis County, Missouri, and the laws of the State of Missouri will govern the construction of this contract and any action or causes of action arising out of this contract. All claims or causes of action arising out of this contract shall be litigated in the Twenty First Judicial Circuit Court of the State of Missouri

8.24 COUNTY INSURANCE REQUIREMENTS

The Contractor will be expected to maintain the following insurance coverage for the duration of any contract resulting from this RFP and prior to commencement of services under this contract, must provide the County with Certificates of Insurance for all required coverage. Any notice of policycancellation, termination or modification of anykind must be provided to the County within 30 calendar days of the change. Failure to maintain insurance will be considered a material breach.

A. Commercial General Liability (CGL) and, if necessary, commercial general umbrella insurance with a limit of no less than $1,000,000 per each occurrence. CGL insurance must be written on ISO occurrence form CG 00 01 04 13 or a substitute form providing equivalent coverage, and must cover liability arising from premises, operations, independent contractors, products, completed operations, personal injury and advertising injury and liability assumed under an insured contract, including tort liability of another assumed in a business contract.

B. Business Automobile Liability a standard ISO version Business Automobile Liability coverage form, or its equivalent, providing coverage for all owned, non owned and hired automobiles. Limits of not less than $1,000,000 per accident for bodily injury and property damage claims that may arise as a result of operations under this contract.

C. Workers Compensation Insurance and Employer Liability with statutory limits and Employer Liability Insurance with limits no less than $500,000, if required by law.

D. Professional Liability (Errors & Omissions) Insurance appropriate to the Contractor’s profession. Coverage will apply to liability for a professional error, act, or omission arising out of the scope of the Contractor’s services under this contract. Coverage must be written subject to limits of not less than $1,000,000 per occurrence. If there is an annual aggregate limit, it must be in the amount of $3,000,000. If the policy is written on a claims made form, the insurance coverage must be retroactive to the earlier of date of the contract or the commencement of the Contractor’s work on the project, and must remain in effect until the expiration of the applicable statute of limitations for all possible claims.

8.25 PROPOSER CERTIFICATIONS

By submitting a proposal, each proposer certifies that:

8.25.1 Its submission is not the result of collusion or any other activity that would tend to directly or indirectly influence the selection process; and

8.25.2 It is able or will be able to comply with all requirements of this solicitation at the time of contract award; and

8.25.3 All required licenses, certificates and permits are or will be valid at the time of contract award and will be kept valid for the duration of the contract; and

8.25.4 Neither proposer, its employees, nor any affiliated firm providing goods and services contemplated by this solicitation has prepared the plans, specifications, or requirements for this solicitation, or has any other actual or potential conflict of interest; and

8.25.5 It is unaware of any financial or economic interest of any public officer or employee of the County relating to this solicitation.

SECTION 9 GENERAL INFORMATION AND GUIDELINES

9.1

DESCRIPTION OF SERVICES

The services that the County seeks to acquire are described in detail in the Scope of Services and Deliverables herein.

9.2 CONTRACT TERM

Any contract awarded pursuant to this RFP solicitation shall be for a base contract period of three (3) years plus two (2) one year extension options at the County's sole discretion.

9.3 COMMUNICATIONS BETWEEN ST. LOUIS COUNTY AND RESPONDENTS

All communications between St. Louis County and Respondents shall be addressed by:

Department of Administration Division of Purchasing

St. Louis County Government Lawrence K. Roos County Government Administration Building 41 South Central 8th Floor Clayton, Missouri 63105

Attention: Nathan Schauf, Senior Procurement Contract Administrator

Email:OfficeNschauf@stlouiscountymo.govPhone:314-615-2509

9.3.1 Cone of Silence

Pursuant to Sections 107.400 and 107.401 SLCRO, all County solicitations, once published, are under a “Cone of Silence.” All communication from a Vendor or a Vendor’s Representative relating to this solicitation must follow the processes defined therein. Any communication with other County staff regarding this solicitation is prohibited except the specific types of communication defined in Section 107.401 SLCRO. The Cone of Silence shall terminate at the time a contract resulting from the solicitation is executed or when all bids or proposals in response to the solicitation are rejected by the County. Violation of Section 107.401 SLCRO by a Vendor or Vendor’s Representative shall result in designation by the Director of Procurement of the bid, proposal, or statement of qualifications as non responsive.

9.3.2 Submission of Questions or Requests for Clarifications

Respondents must communicate only with the DOP. All questions or requests for clarification must be in writing, sent by e mail, and directed to the attention of the DOP Designated Point of and must be received no later than 5:00 p.m. Central Time, on the deadline provided in the County RFP Schedule or addenda as issued by the County.

Respondents are encouraged, but not required, to submit questions prior to the scheduled Pre Proposal Conference.

All questions and requests for clarification must be submitted via e mail. The subject line of the email must clearly indicate that the contents are “Questions and Request for Clarification” about the “Comprehensive Planning Professional Services RFP” and are “Not a Proposal.”

Any respondent who submits a question or request for clarification is required to submit the request via email with the subject line text as “Questions and Request for Clarifications for RFP No. XXXX.”

9.3.3 No Phone Calls

No telephone calls will be accepted regarding this RFP.

9.3.4 RFP Information Resources

Respondents are solely responsible for acquiring the necessary information or materials. For submitting the required Minimum Qualifications and, if invited, preparing written proposals in response to the County RFP, which can be located at the following link: Provided by IT Chuck Henderson

9.4 MINIMUM QUALIFICATIONS

St. Louis County DOP and the Evaluation Committee (EC) will review minimum qualifications submitted by Respondents to identify a pool of suitable qualified candidates to be invited to submit proposals in written form.

9.5 INVITATION FOR WRITTEN PROPOSALS

Upon completed minimum qualifications submissions by Respondents, the EC will review and score minimum qualifications as outlined in the attached STLCO 2050 Scoring Matrixes to identify the pool of suitable qualified candidates to be invited to submit written proposals to the County’s RFP.

The DOP will notify Respondents who have been identified as suitable and qualified to provide professional services, consulting and contracting to St. Louis County. The DOP will notify respondents of the Evaluation Committees review of minimum qualifications with an invitation to submit formal written proposals. Respondents who have met the required minimum qualifications and invited to submit formal written proposals to be reviewed and evaluated by the Evaluation Committee may also be invited to present submitted proposals in person orally.

The DOP will notify the invited Respondents by email and list the invited Respondents on St. Louis County’s information resources website at the following link: Provided by IT Chuck Henderson

9.6 WRITTEN PROPOSAL PRELIMINARY CONFERENCE

The County may elect to may elect to hold a Pre Proposal Conference at Lawrence K. Roos County Government Administration Building, 41 South Central, Clayton, MO in a designated location as applicable. The Department Procurement, Designated Point of Contact will notify respondents of the date, time and location or Pre-Proposal conferences as determined by St. Louis County.

All parties interested in responding to this RFP are required to attend pre proposal conferences. The County requests that all parties planning on attending the Pre Proposal Conference notify the DOP Services Designated Point of Contact for this RFP.

9.7

Respondent notifications to attend the pre proposal conference shall be sent via email the RFP DOP Designated Point of Contact with the subject line “PreProposal Conference for RFP No. XXXX.” The e-mail communication shall include the names, titles, e mail address and phone number of each attendee. Chuck Pre-Proposal Registration Button???

The County will answer questions and clarify the terms of the RFP at the Pre Proposal Conference. The County may respond both to questions posed on the day of the conference and to questions e mailed prior to conference. Anything stated at this Pre Proposal Conference is not intended to change the solicitation document. Any changes will be in writing in the form of an addendum issued by the DOP.

PROPOSAL SUBMISSION DEADLINE AND PROCEDURES

To be assured of consideration, Proposals must be received by the St. Louis County, DOP Services Designated Point of Contact no later than 5:00 p.m. Central Time on the deadline date as indicated in the procurement schedule.

The County may but is not required to accept Proposals that are not received by the date and time set forth in the procurement schedule. Only the Director of Procurement is empowered to determine whether to accept or return late proposals.

The time of the receipt of all proposal submissions the County RFP will be determined solely by the clocked receipt of email, received by the DOP Designated Point of Contact It is Respondent’s sole responsibility to ensure that the proposal is submitted and received as St.required.LouisCounty

will only accepted email submissions. In person, hard copies, printed USB thumb drives, CD-ROM, and other media submissions are prohibited.

9.8

PROPOSAL OPENINGS

St. Louis County’s opening of Respondent’s emailed proposals to the DOP Designated Point of Contact for the County RFP shall neither be deemed nor constitute acceptance by the County of Respondent’s Proposal.

The County reserves the right to open and inspect all emailed proposals regardless if the same were submitted by the due date and time specified herein, for any purpose, including without limitation, determining the particular RFP to which Respondent has responded, or determining if a proposal was submitted by the date and time specified herein.

9.9 TRANSPARENCY

Consistent with the St. Louis County’s practice of making available all information submitted in response to a public procurement, all proposals, any information, and documentation contained therein, any additional information or documentation submitted to the County as part of this solicitation, and any information or documentation presented

to County as part of negotiation of a contract or other agreement may be made publicly available through the County’s Internet website.

9.9.1 Trade Secrets & Proprietary Data and information

Respondents may designate those portions of the Proposal which contain trade secrets or other proprietary data which Respondents desires remain confidential.

To designate portions of the Proposal as confidential, Respondent must: Mark the cover page as follows: “This Proposal includes trade secrets or other proprietary data.” Mark each sheet or data to be restricted with the following legend: “Confidential: Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this RFP.”

Respondents that submit a proposal with trade secrets or designated propriety data due so at Respondents risk. The County reserves the right to release all proposals and all information contained in the submission under Freedom of Information Acts and State of Missouri Sunshine Requests as determined by the county at is sole discretion.

SECTION 10 - PROCURMENT SCHEDULE

The key activities for the RFP solicitation are summarized in the table below. Note that these are target deadline dates and are subject to change by St. Louis County.

Detailed information about the RFP schedule and procurement millstones; including changes to the procurement schedule will be made available on the RFP Information Resources webpage at the following link: Provided by IT Chuck Henderson

RespondentsareresponsibletoreviewtheRFPinformationresourcesontheCountywebsite.

PROCUREMENT SCHEDULE

ActivityKey Minimum Qualifications & RFP Key Activity Description Target Deadline Dates (Subject to Change)

1 St. Louis County Releases RFP September 30, 2022

2 Mandatory Pre proposal conference October 13, 2022

3 Pre Proposal Question Deadline October 18, 2022

4 Minimum Qualifications and Letter of Intent to Respond Due October 31, 2022

5 Written Proposals Due December 30, 2022

6 Invited In Person Oral Presentations January 31, 2023

7 Final Contract Award (Subject to Change) March 24, 2023

Procurement milestones and further detailed descriptions of key activities are included as an attachment to the County RFP.

SECTION 11 COUNTY BACKGROUND

11.1 ST. LOUIS COUNTY

St. Louis County is in one of the State of Missouri’s 34 Metropolitan Statistical areas. St. Louis County is delineated by the United States Office of Management and Budget (OMB) in the Combined MSA St. Louis St. Charles Farmington, MO IL CSA, the largest in the State of Missouri. The OMB has further delineated the Core Based MSA St. Louis, MO IL MSA.

The Bi State region along the Mississippi River is approximately 8,458 square miles of with a population of 2,820,253. St. Louis County is divided into Unincorporated and Incorporated St. Louis County.

The total geographic area of St. Louis County is 523 square miles with a population of 1,004,125.

St. Louis County is comprised of 88 municipalities and 10 census designated places. Unincorporated St. Louis County is approximately 167.01 sq miles with a population of 315,279.

11.1.1 Adding to the State's Bottom Line

St. Louis County creates opportunities and adds value to our County, State, and region in the following ways:





Provides efficient and effective local government services to Missouri residents.

Reduces taxpayer burdens through effective and efficient land use, infrastructure development and zoning operations.



Creates advanced workforce of the 21st century.

 Advances equity and sustainability initiatives in our region.

 Fosters a community of cooperation between business and civic leaders

11.1.2 St. Louis County Community

St. Louis County is the largest County in Missouri, with a population exceeding 1 million people across 523 square miles. St. Louis County has provided excellent public service to County residents, businesses, the metropolitan community, and visitors since its founding in 1812.

11.1.3 St. Louis County by the numbers

 88 municipalities and 10 census designated places



Over 1 million residents

 12,700 acres across 75 County parks with 166 miles of trails

 80 miles of trails and greenways maintained by Great Rivers Greenway

 4,672 acres across 3 State parks



7 Universities including 2 research universities University of Missouri St. Louis and Washington University in St. Louis

 6 U.S. Fortune 500 companies Centene, Emerson Electric, Reinsurance Group of America, Edward Jones, Olin, and Graybar Electric

 116 miles of multi use paths and 57 miles of bike lanes.

11.2 LOCAL UTILITES

11.2.1 Ameren

Ameren Missouri is the State of Missouri’s largest electric power provider with over 2 million customers. Ameren companies generate a net capacity of nearly 10,200 megawatts of electricity and own more than 7,500 circuit miles of transmission lines. In St. Louis County, Ameren operates one landfill methane renewable energy center, one solar energy center, and one coal fired plant (scheduled to be closed in 2022).

11.2.2 Spire

Spire Inc. is a public utility holding company providing natural gas services to approximately 650,000 customers in St. Louis County and many of the surrounding communities.

11.2.3 Missouri American Water

Missouri American Water is a division of American Water, the largest and most geographically diverse U.S. publicly traded water and wastewater company. Missouri American Water provides water utility service to approximately 370,000 customers in St. Louis County.

11.2.4 Metropolitan Sewer District (MSD)

Formed in 1954, the Metropolitan St. Louis Sewer District is the nation’s fourth largest sewer system. MSD is responsible for the management of wastewater and stormwater in both St. Louis County and the City of St. Louis.

11.3 LOCAL GOVERNMENT BACKGROUND

11.3.1 Map of County

11.3.248/datahttps://stlcogis.maps.arcgis.com/sharing/rest/content/items/3d06bd2141694465b5134cc4195831

St. Louis County Government

St Louis County is a First Class Charter County, one of only five such Counties in the State of Missouri with a home rule, Executive Council form of government.

St. Louis County Government departments and divisions support the regional community by providing high quality and cost effective public services.

11.3.3 County Council

Article II of the St. Louis County Charter designates all legislative power of the County to the County Council. The St. Louis County Council consists of seven members, each of whom is a qualified voter and resident in their respective district. The County Council will ultimately adopt STL 2050: An Equitable and Sustainable Comprehensive Plan as an official plan of St. Louis County.

11.3.4 County Executive

Article III of the St. Louis County Charter designates all executive power of the county to the County Executive. Under the leadership of County Executive Dr. Sam Page, St. Louis County Government service is dedicated to transforming our community into a place of health, safety, and opportunity where every resident can proudly live, work and age.

The County Executives 2021-2023 Strategic Plan outlines St. Louis County Priorities:

1. Health and Safety Protecting the Health and Safetyof All St. Louis County Residents

2. Opportunity Building an Inclusive and Equitable St. Louis County

3. Good Government Creating a Customer Centered County Government

The County Executive Department also hosts the Division of Equity and Inclusion (DEI) Division of Diversity Equity and Inclusion (DEI)

TheDEIis responsiblefor thecreationandimplementation ofprogramming addressing bias, identity, belonging and equity. The DEIOffice is also responsible for the creation of the St. Louis County Equity Plan as well as its publication and implementation. The Equity Plan is a blueprint for action and change that will guide pro equity policy, planning, and community interactions and raise the standards of conduct for county workers.

11.3.5 County Departments

11.3.6 Department of Administration

The Department of Administration promotes the vision and values of St. Louis County government by facilitating the effective delivery of services and providing leadership and support to county departments while ensuring prudent use of resources for the constituents of the county.

 Division of Fiscal Management

Fiscal Management is responsible for countywide financial reporting, publication of annual financial reports and coordination of audits. The Division also oversees payroll, accounting functions, and grant management and compliance.

 Division of Performance Management and Budget Performance Management and Budget handles budget development and supervision of the county budget, bond issuance and compliance, debt management, performance improvement and tracking. The division also supports data research, development and presentation internally and for county residents.

 Division of Procurement

Procurement supports purchasing county‐wide, administers the Office of Minority/ Women‐Owned Business development and enforces of prevailing wage standards.

 Division of Personnel County HR engages on all human relations issues for County staff including benefits, retirement plans, EEO matters and County wide education on personal and professional development with a goal to foster belonging, justice and equity.

11.3.7 Department of Human Services

St. Louis County's Department of Human Services is committed to providing the support, service and resources that help individuals of all ages live safely, productively, and independently. St. Louis County's Department of Human Services is committed to providing the support, service and resources that help individuals of all ages live safely, productively, and independently. DOH’s visions is St. Louis County community where residents of all ages are empowered to live to their fullest potential.



Community Development

The Office of Community Development is charged with coordinating housing and community development related activities in St. Louis County. We do this by administering federal Community Development Block Grant and Home Investment Partnership Program funds received from the Department of Housing and Urban Development. The Office of Community Development receives funds allocated to St. Louis County each year; approximately $4.5 million in federal Community Development Block Grant funds and $2.8 million in federal Home Investment Partnership program funds. These funds are utilized in participating municipalities and unincorporated areas throughout St. Louis County to carry out programs and activities which benefit low and moderate income households, eliminate slums and blighted conditions. Housing Programs were designed to create solutions to abandoned, substandard and un affordable housing stock by assisting in the development of housing for low and moderate income individuals and families.

 Division of Women and Children Services: Domestic Violence Program &

 Kathy J. Weinman Shelter

The Kathy J. Weinman Shelter is a 39 bed domestic violence program for abused women and their children. The Shelter’s mission is to offer safe shelter and support services to promote the healing of women and their children suffering the trauma of intimate partner violence; working together with individuals, families, and our community to break the cycle of violence; and providing safety, encouragement, support, and education through an array of comprehensive services. Shelter staff provides services for women and children in a safe and confidential living environment 24 hours per day, 365 days per year by well trained, caring individuals.

 Division of Workforce Development

The mission of the Division of Workforce Development is to serve in a partnership role between St. Louis County residents and businesses to support the St. Louis Metropolitan area's economic development with a qualified workforce

 Programs

• County Homeless Program

• County Older Resident Program

• County Veterans Program

• County Youth Program

• Emergency Rental Assistance (ERAP)

• Functional Needs Registry

11.3.8 Department of Information Technology

The Information Technology Department partners with County Departments to improve St. Louis County Services through the use of modern Information Technologies, making data based decisions and providing a customer centric service to all County employees and Citizens. The IT Department mission includes partnering with County Departments to understand their challenges and leverage IT solutions to overcome those challenges and improve services; understanding what is current and available in the IT industry, with a focus on responsibly soured products in order to be ready to respond to needs as they appear; and develop and maintain service levels and provide transparency into the services being delivered; and implementing cyber security measure that will enable St. Louis County to mitigate cyberattacks on St. Louis County local government.

11.3.9 Department of Judicial Administration

The St. Louis County Judicial Administration mission is to serve the public and foster a professional, accessible judicial environment, treating all individuals with dignity, respect, honesty, and fairness; with sensitivity to an increasingly diverse population. Our judicial local government judicial systems preserves the integrity of traditional court practices and procedures while recognizing that the creation and maintenance of alternative courts and the use of alternative dispute resolution programs will enhance the delivery of justice to the public.

The St. Louis County Circuit Court is the 21st Judicial Circuit of the State of Missouri. The Circuit Court and Divisional Courts and Programs serve the citizens of St. Louis County by providing access to a fair, impartial, prompt and cost effective system of justice that ensures all are treated with courtesy and dignity and that fosters the respect and confidence of the public in an independent judicial system.

11.3.10

 Family

A part of the St. Louis County Circuit Court, the Family Court of St. Louis County has been serving the citizens of St. Louis County for decades. This division primarily handles cases related to divorce, custody, and orders of protection among other domestic disputes. The 21st Circuit Court’s Family Court system also administers the JuvenileCourt. TheFamilyCourtalso encompasses thecelebratedDomestic Violence Court for certain orders of protection cases.

 Civil

The Civil Courts Division consists of Associate and Circuit Court systems. This division primarily handles private controversies between individuals and businesses. Most common cases are small claims and class action suits The Small Claims courts only handles claims for money at amounts up to $5,000.

 Criminal

The Criminal Courts Division consists of Associate and Circuit court systems. The Criminal Division handles both misdemeanors and felonies



Probate

The Probate Division manages the legal process regarding transfer of property following deaths. This entails focus on estates and wills. The Probate Division also handles cases related to lifetime probationers and 96 hour detention.

 Treatment

TheTreatment CourtofSt. Louis Countywas formedin 1999in responseto agrowing need in the community to find alternative approaches for first time nonviolent offenders charged with a felony who had a substance abuse problem. The program provides intensive community supervision and is closely monitored by judges, prosecutor, defense attorney, treatment providers, and probation and parole officers. This particular Division is madeupoftheDrugCourt,DWICourt,DomesticViolence Court, and Veteran’s Treatment Court.

Since 1999, over 1,300 individuals from all walks of life have graduated from the Treatment Court’s intensive program. While no program is 100% successful, most graduates go on to lead drug and alcohol free lifestyles, maintain full time employment, and are productive citizens of St. Louis County.

TheTreatment Courtof St. Louis Countyhas ledto reduced incarceration costs, police overtime, court time, and other social welfare and associated costs.

Department of Justice Services

The St. Louis County Department of Justice Services is responsible for the overall management, operation, and security of the St. Louis County Jail. We provide secure custody and supervision to incarcerated individuals through direct supervision. We are also responsible for the necessary guidance for individuals to improve their lives before re entering the community.

11.3.11

Department of Parks and Recreation

Parks and Recreation’s mission is to provide high quality parks, facilities, and recreation services that enhance residents’ lives through responsible and effective management of resources. Adventure In Every Acre!

11.3.12 Department of Planning

The Department of Planning provides both countywide services as well as municipal type services to the unincorporated areas of St. Louis County. Planning’s primary duties include administering the zoning and subdivision ordinances, staffing the County Planning Commission and Board of Zoning Adjustment, review of site plans and subdivision plats, assessing boundary issues, county wide comprehensive planning, and promoting citizen engagement throughout St. Louis

Department of Public Health

Public Health’s mission is to promote, protect, and improve the health and environment of the

Department of Police

The mission of the St. Louis County Police Department is to work cooperatively with the public, and within the framework of the Constitution to enforce the laws, preserve the peace, reduce fear and provide a safe environment in our neighborhoods. The St. Louis County Police Department vision statement is to maintain the highest standards of excellence in all facets of policing and will be considered by our community and our profession as one of the premier law enforcement agencies in the Nation.

The St. Louis County Police Department is comprised approximately of 1015 commissioned officers and 328 professional staff members. With specialized divisions, crime labs, and numerous municipal services offered throughout St. Louis County, our department is the largest in the region. STLCO PD serves one million residents directly and indirectly. The Department’s dedicated staff handle everything from records requests to major criminal investigations. Honored with the Tri Arc CALEA accreditation, our vision is to provide quality policing to every citizen of we come in contact with and perform our duties with dignity and service to our fellow man.



Chief’s Office

The Office of the St. Louis County Chief of Police is responsible for the planning, efficient administration, and operation of the Police Department under the authority of the Board of Police Commissioners. The Office of the Chief of Police is commanded by the police chief and deputy chief.



Division of Criminal Investigation

The Division of Criminal Investigation initiates proactive criminal investigations and preforms follow up investigations on a wide variety of crime types until all suspects involved have been apprehended or until all leads are exhausted.



Division of Human Resources

The Division of Human Resources is responsible working units including Personnel Services, Diversity and Inclusion, the Bureau or Community Engagement, and the St. Louis County and Municipal Academy.





Division of Operational Support

The Division of Operational Support

Ops Support responsible for training, technology, record keeping and security services.

 Division of Patrol

The St. Louis County Police Department is divided up into eight precincts to serve the needs of St. Louis County Residents. All precincts maintain a uniform presence 24 hours a day to provide citizens with highly trained officers who respond to any emergency and call for service.

 Division of Special Operations

The Division of Special Operations is recognized as a diverse and progressive group that assists the entire Police Department and the community to keep St. Louis County a safe place.

11.3.15 Department of Transportation and Public Works (TPW)

TPW is dedicated to promoting the health, safety and well being of St. Louis County residents through a transportation system that supports multi modes and encourages regional growth and opportunity, and through reasonable application of accepted building and property maintenance codes, accommodating building spaces and enhanced public service.

 Project Development Division:

TheDivision compilesroad,trafficsignal, intersection,bridge,bicycle,sidewalk, ADA and rehabilitation needs and performs needed analysis to develop a fiscally responsible five year Transportation Capital Construction Program. Frequently, the Division secures alternativefunding from innovative finance sources, federal and state programs and partnerships with key stakeholders to advance projects and programs. In addition to traditional project development services, the Division’s bridge inspection team performs approximately 400 bridge inspections and 150 culvert inspections annually.

 Construction Division:

The Construction Division inspects and oversees contract construction and preservation work performed within St. Louis County right of way and right of way improvements performed by subdivision and commercial developers. The Division performs field surveys and operates a Material Testing Laboratory accredited by the American Association of State Highway and Transportation Officials (AASHTO) to ensure that the expenditure of public monies on new construction projects and the rehabilitation of existing county maintained roads results in a quality transportation system. The Construction Division also enforces St. Louis County’s Land Disturbance Code for residential properties.



Operations Division:

The Division lays asphalt, pour concrete, replaces culverts, fills potholes, mows grass, plows snow, spreads salt, removes pavement debris, repairs sidewalks and driveway approaches,repairs bridgedecks,sweepsroads,removestreesandtreebranches,cleans up litter, removes dead animals from the road right of way, and performs many other tasks directly related to providing a safe, obstruction and hazard free road system. The Division manufactures and installs street signs, maintains traffic signals, stripes pavement, conducts traffic studies and runs state of the art traffic operations from the Traffic Operations Building (TOB) featuring a traffic signal control room, enabling signal system integration with MoDOT’s system, remotesignal control in real timeand traffic monitoring.



Fleet Management/Garage:

The Fleet Management/Parking Garage Division provides cradle to grave services for 3,628 motorvehicles and otherengine poweredmachineryownedbySt. Louis County,

including acquisition, vehicle registration, preventative maintenance, repair service, emissions testing, fueling, and disposal via public auctions. The Division operates two county owned parking facilities in the City of Clayton providing 2,254 parking spaces for both employees and the public as well as parking by lease contract. Division staff operate the county’s vehicle pool, dispenses 1.3 million gallons of fuel annually from 8 fuel sites located throughout the county and provides mechanic and fuel services under contract to municipalities.

 Administrative Services Division:

The Administrative Services Division provides administrative, fiscal and personnel services. The Division maintains department records, manages payroll and benefits, recruitment, and job classification evaluation, assists in disaster recovery coordination, oversees supply issuance, and manages the department’s safety program. Division staff also oversees the county’s Water Service and Sewer Lateral Line Repair programs through which approximately 650 residential water service line repairs are performed annually throughout the county, and approximately 1,150 sewer lateral repairs are performed annually in unincorporated St. Louis County and in 11 contract municipalities.



Code Enforcement Division:

The Code Enforcement Division reviews plans, issues permits and conducts inspections related to the enforcement of land disturbance, building, mechanical, electrical, plumbing, commercial and residential property maintenance, zoning, and public safety related codes throughout unincorporated St. Louis County and for municipalities that contract with St. Louis County. The Division handles licensing of the mechanical, electrical and plumbing disciplines. Re occupancy inspections occur on single family homes and apartments (in unincorporated St. Louis County and in 10 municipalities by contract) every year. The Business Assistance Center (BAC) within the Code Enforcement Division assists new and expanding businesses in navigating St. Louis County’s plan review, permitting, inspection and licensing processes, identifies and addresses potential pitfalls beforehand through pre design project meetings and acts as a liaison between county departments and business owners throughout their project’s life.

 Facilities Management Division:

The Division operates and maintains 53 buildings/facilities owned or leased by St. Louis County. Encompassing 3.3 million gross square feet, these facilities are located throughout the county and include office buildings, the County Justice Center, the County Courthouse, public health clinics, police precincts, parking garages, and a morgue. The Division performs maintenance, repair and minor construction including heating, ventilation and air conditioning, electrical, plumbing, carpentry and sheet metal work. Specialty service contractors are used to assist in troubleshooting and repairing major systems and equipment. Janitorial work is accomplished primarily through service contracts.

11.3.16 Department of Revenue

The mission of the Department of Revenue is to provide quality, customer centered information and services to taxpayers, licensees, and document recipients, obtaining and distributing funding to more than 200 public serving agencies improving education, public safety, health, infrastructure and economic growth and opportunity in St. Louis County.



Collector of Revenue

TheCollectorofRevenueserves as thebilling,collectinganddisbursingagent formore than 200 different taxing districts in St. Louis County.





Licensing

St. Louis County Department of Revenue issues the following licenses: Liquor, Amusement, Miscellaneous

Recorder of Deeds

The Recorder of Deeds office records and files documents of writing affecting real property or personal property, subdivision plats, federal and state tax liens, and other instruments of writing. The Recorder also issues marriage licenses. All recorded documents are available for public research

12.1 COMPREHENSIVE PLANNING HISTORY

St. Louis County, like many other Midwestern metropolitan areas, has changed its approach to planning dramatically over the last century. Over the decades, planning as a whole evolved from individual decision making to strategic and comprehensive plan action. Prior to 1928, land development decisions in St. Louis were made by individuals or communityleaders. However, the majority of the decisions were focused toward road and highway provisions. Consequently, in 1941, the County Planning Enabling Act appointed Planning Commision to develop Master Plan. As a result, in 1946, the first zoning ordinance was adopted to enforce building and zoning

12.1.1regulations.

1950s

St. Louis County Charter established the Department of Planning in 1950. An updated master plan was required for St. Louis County, and the need for a Comprehensive Master Plan was finally addressed in 1959 by approving General Land Use Plan for St. Louis County. The Plan was then amended in 1962 and released as the Guide for Growth. By the early 1970’s the plan had failed to forecast market demand for residential and commercial growth, especially in the rural part of the County. Thus, the Guide for Growth required a revision to accommodate these pressures, and in 1971 and 1974 the St. Louis County Department of Planning revised the General Plan. The revised version included policy recommendations regarding housing, transportation, the economy, parks and open spaces, and environmental quality. Contemporaneously, St. Louis County Planning staff responded to the growing demand for technical assistance on behalf of incorporated municipalities. During this period, Comprehensive Plans were completed for Old Maryland Heights, Lemay, Eureka, and St. John. Subsequently, by 1980 approximately thirty two municipal plans had been prepared, mostly by the private consultants. St. Louis County issued another General Plan in 1980, followed by a plan update in 12.1.21985.

1980s - Present

Following the 1985 General Plan update, regional Planning shifted in focus. Since 1990, the St. Louis County planning has moved from traditional, General Land Use plan, to more policy oriented strategic planning. In the midst of the Great Recession, the County published Strategic Plan in 2000. Moreover, in 2008 the year 2000 Strategic Plan was revised and updated based on a framework created in the 2000’s. The 2013 Strategic Plan was intentionally data driven as the 2010 decennial census offered new data and availability for spatial analysis. During this period, strategic plans governed regional policy making, and land use planning was performed at a more localized level, usually as small area and community plans.

12.1.3 Comprehensive Plans

A full accounting of documents and plans produced by St. Louis County Government can be found at (link to be provided by Chuck Henderson in IT)

SECTION 13 PURPOSE

St. Louis County, Missouri ("County"), acting through its Department of Planning ("Planning''), is pleased to invite the submission of minimum qualifications for the opportunity to be invited to submit written proposals for furnishing and delivery of Comprehensive Planning Professional Services to assist the St. Louis County Local Government Department of Planning in facilitating, designing, developing, and adopting the St. Louis County 2050 Equitable and Sustainable Comprehensive Plan.

SECTION 14 OBJECTIVE

St. Louis Countyseeks to contract with and retain qualified Comprehensive Planning Professional Services (herein after “Services”) with local government planning expertise and a network of experts and subcontractors in a variety of planning professional services who will be responsible for furnishing and delivery of the next St. Louis County Comprehensive Plan as described herein.

Individuals and Companies with demonstrated experience in this area, and with an interest in making their services available to the St. Louis County, are invited to submit the Required minimum qualifications and letter of intent to respond to the County for review, evaluation, and to receive an invitation to submit written proposals.

The work contemplated is professional in nature. It is understood that the Respondent acting as an individual, partnership, corporation, or other legal entity, is of professional status, licensed to perform in the State of Missouri and licensed for all applicable professional discipline(s) requiring licensing and will be governed bythe professional ethics in its relationship to the St. Louis County.

It is also understood that all reports, information, or data prepared or assembled by Respondents under a contract awarded pursuant to the minimum qualifications and the RFP are confidential in nature and will not be made available to any individual or organization, except St. Louis County, without the prior written approval from St. Louis County.

Negotiation of any contract resulting from the minimum qualifications and the RFP the required professional services and deliverable as described herein will require the Respondent to execute a statement of confidentiality

The Respondents shall be financially solvent and each of its members, if a joint venture, its employees,agents,orsubcontractorsofanytiershallbecompetenttoperformthe servicesrequired under the minimum qualifications and RFP document.

SECTION 15 PRICING AND PAYMENT

15.1 FIXED PRICE PROPOSAL

In 2022, St. Louis County Council has appropriated $1,000,000.00 for the County’s Comprehensive Planning Process and Adoption. The compensation payment schedule is outlined in the pricing and costs table.

15.2 PAYMENT COMPENSATION SCHEDULE

The minimum qualifications and services proposed by Respondent to furnish the Comprehensive Planning Scope of Work outlined in this RFP document, agrees to perform in accordance with all requirements and specifications contained within this RFP at the fixed-price appropriated and approved by St. Louis County Council and administered by the Department of Planning as detailed in the table below.

PAYMENT COMPENSATION SCHEDULE

Payment Schedule

DescriptionPayment

15.3

AmountPayment

Contract Award Retainer & Planning Phase I $250,000.00

June 2023 Planning Phase II Facilitation & Drafting $250,000.00

December 2023 Planning Phase III Completed Plan Draft $250,000.00

Plan Adoption and Contract Closeout

Final Planning Phase IV St. Louis County Council & Plan Adoption $250,000.00

Total $1,000.000.00

Payment Disclaimer: The Compensation Schedule and payment amount is dependent on the negotiated contract and satisfactory completion of RFP phases and subject to change at the County’s sole discretion.

ADDITIONAL PROFESSIONAL SERVICES PRICING

As an appendix Respondents may provide additional services pricing and costs for the STLCO 2050: An Equitable Sustainable Comprehensive Plan Implementation Requirements outlined and described by the County in the attached Additional Pricing Disclosure Form.

If provided the additional services shall present the total not to exceed annual pricing for additional plan implementation services for each year of the contract optional renewal detailed in annual pricing and costs. All additional pricing and services must be fixed in writing, must provide a detailed cost breakdown of all fee rates, costs, and expenses, and reflect all discounts and cost reductions if County chooses to exercise optional contract renewals for additional Services

SECTION 16 SELECTION PROCESS

The Services Evaluation Committee ("Evaluation Committee" or "EC") will include representatives from the Department, the DOP, and possibly other County Departments who will review and evaluate the Proposals, as described herein

Specific to this RFP solicitation, the EC will review and evaluate the overall experience, expertise, and key personnel from the required minimum qualifications, letter of intent, invited written proposals, and top ranked in person oral presentations. Evaluations, invitations and selections by the EC will be based on Respondents minimum qualifications, intentions to provide Services, criteria specified in the RFP Scope of Work, completed attached County Forms, as well as information gathered from background checks, references, invited oral presentations, and the County’s knowledge of the proposer.

Proposals will not be evaluated solely on price. Inaccuracy or errors within a proposal may result in its disqualification and rejection.

After the EC reviews all responsive qualifications, proposals and has heard all top ranked in person oral presentations the EC may request a Best and Final Offer (BAFO), and request one or more top-ranked Respondents to negotiate Services contract terms and conditions.

16.1 EVALUATION AND SELECTION PHASES

In evaluating Proposals, the EC will first consider the completeness and responsiveness of the Respondent's minimum qualifications. The minimum qualifications and proposal evaluation process is organized into the following phases:

 Phase 1: Minimum Qualifications & Letter of Intent  Phase 2: Written Proposal Submissions

 Phase 3: Responsiveness and Preliminary Proposal Assessment  Phase 4: Written Proposal Evaluation and Scoring

 Phase 5: Invited Top Ranked Proposal Invitations for Oral Presentations

16.1.1 Phase 1: Minimum Qualifications & Letter of Intent

In Phase One the EC will review the Respondent’s minimum qualifications and the letter of intent to respond to the County RFP for Equitable and Sustainability Comprehensive Planning Professional Services. The Phase One process is designed to identify a pool of suitably qualified candidates from individuals, firms, organizations, partners, and sub contractors to determine the capability and minimum qualifications required to provide Services to the County

The Phase One assessment of the Respondent's compliance with and adherence to all minimum qualifications’ submittal requirements will be a determinant in written proposal invitations. Respondents’ initial submissions which are incomplete and missing key components necessary to fully evaluate the minimum qualifications, interest in this RFP, and intentions to respond may, at the discretion of the EC, be rejected from further consideration due to "non-responsiveness" and rated Non Responsive.

Basedon theRespondent’sminimum qualifications, completedCountyForms, and Letterof Intent submitted, the EC may use the candidate pool to invite selected suitable and qualified individuals, firms, organizations, partners, and sub contractors to submit written proposals to the County for consideration and evaluation.

16.1.2 Phase 2: Written Proposal Invitation

The DOP on behalf of the County, Department of Planning, and RFP Evaluation Committee will notify the Respondent’s Point of Contact of the submitted minimum qualifications and letter of intent to respond to the RFP is suitable to submit a written proposal to the County to provide Services to the County. Invited Respondents will be required to notify the DOP Designated Point of Contact and confirm the intent to submit a full written proposal.

TheCountyhasnotpredeterminedthenumberofwrittenproposalinvitationsthatwillbeextended. The County has no knowledge of the number of suitable qualified pool of candidates who may submit minimum qualifications and letter of intent to provide Services to the County, as described in the CountyRFP and Scope of Services and therefore cannot determine the number of invitations that will be extended to submit written proposals.

16.1.3 Phase 3: Responsiveness and Preliminary Proposal Assessment

In Phase Three, the DOP will review all Respondent’s materials submitted to St. Louis County in response to the invited request for written proposals.

The DOP will review each written proposal submission to determine the responsiveness of each proposal and whether it conforms to the instructions set forth in this RFP solicitation. The County, in its sole discretion, may waive minor irregularities in written proposals and submissions if it determines that there will be no advantage provided to the proposer and no other proposer would suffer a disadvantage.

If there is a stated M/WBE goal and the County, in its sole discretion, determines that a proposal does not meet the goal or Good Faith Effort requirements, the proposal will be found non

to any revisions in instructions or specifications and addendum may render a proposal non responsive. If a proposal is found nonresponsive, the County will notifythe proposer and the proposer will no longer be included in any activities or correspondence regarding the County RFP solicitation.

The DOP will review each minimum qualifications submission and written proposal submission to assess and determine, at a minimum, the completion of the required materials as follows: Timeliness of Submission Response Format Completeness Completed Required County Forms

16.1.4 Phase 4: Written Proposal Evaluation and the STLCO 2050 Scoring Matrix

In Phase Four, the EC will review the Respondent's written proposals to determine overall responsiveness and completeness of the Proposal with respect to the components outlined in the CountyRFP,ScopeofServices andDeliverables. TheECwillusethecriteriaandbasisforscoring outlined in the STLCO 2050 Scoring Matrix attachment.

The EC will consider the quality, comprehensiveness and adequacy of the proposed implementation plan related to the Furnishing and Delivery of Comprehensive Planning Professional Services including the staffing plan, local availability, and commitment of personnel who will manage and oversee the St. Louis County account.

TheEC will evaluatethe extentto whichaRespondent's Proposal meets the requirements ·set forth in the RFP including a detailed analysis of the Respondent's qualifications, specialized experience, expertise, proposed approach, implementation and management plan, the provision of services for cost, and other factors based on the evaluation criteria outlined herein and in the STLCO 2050 Scoring Matrix

As part of the full evaluation process, the EC will review the required format and information required for each written proposal received. The EC may also review other information gained by checking references and by investigating the Respondent's financial condition.

The Countyreserves the right, after advertisement of the RFP, to refine the Scope of Services, with appropriate notice. Further, if, upon receipt of minimum qualifications, written proposals, and in person oral presentations the County wishes to make refinements to the Scope of Services and Deliverables, it may, depending upon the circumstances, provide the revision to all Respondents and invite revised proposals from the Respondents based upon the revised Scope of Services and

TheDeliverablesCountyreserves

the right to seek clarification of any information that is submitted by any Respondent in any portion of its submissions or to request additional information at any time during the evaluation process. Any material misrepresentation made by a Respondent may void the Respondents proposed submissions and eliminate the Respondent from further consideration.

TheCountyreserves the right to enlist independent consultingservices to assist with theevaluation of all or any portion of the RFP process and responses as it deems necessary.

After the EC completes its review and evaluation of invited written proposals, it may recommend a short list of Respondents for Top-Ranked Oral Presentations, or the EC may forego Top-Ranked Oral Presentations and submit a recommendation to the Director of Procurement and County Executive to select one Respondent, or a recommendation to reject any or all Proposals.

If the EC submits a short list of Respondents for further review, then, in the sole discretion of the EC and Director of Procurement, those short listed Respondents may be subject to a site visit, system/product demonstration and/or be invited to appear before the EC for an in person oral presentation to clarify in more detail information that was submitted in Respondent's written proposal; and/or to ask Respondent to respond to additional questions or topics.

16.1.5 Phase 5: Top-Ranked Proposal Invitations for Oral Presentations

The DOP on behalf of the County, the Department, and the RFP Evaluation Committee will notify the Respondent Point of Contact that the written proposal is suitable to be invited to give an oral presentation of the Respondents written proposal. Invited Respondents will be required to notify the Division of Purchasing Designated Point of Contact and confirm the intent to present the written proposal.

The County has not predetermined the number of oral presentation invitations that will be extended. The County has no knowledge of the number of suitable Respondents who may submit written proposal to provide Services to the County, as described in the County RFP and Scope of Services and therefore cannot determine the number of invitations that will be extended for oral

16.1.6presentations.

Best and Final Offer (BAFO)

Following Top Ranked In person Oral presentations, the EC will complete final evaluations and total cumulative scoring for the Top-Ranked Respondents. The EC may choose to have the DOP contact Respondents to submit a Best and Final Offer (BAFO). Respondents will have an opportunity to submit a BAFO of services and/or price for the Scope of Services and Deliverables in the RFP. The Respondents BAFO is not a new submission, re submission, correction or change to the Respondents proposal. The BAFO is an opportunity for Respondents to offer the County the very best value of the required Scope of Services and discounts in pricing if applicable.

Upon receipt of the BAFO, the EC will review, evaluate and consider BAFO services and pricing to select a Respondent(s) for recommendation of Contract with the County. The EC will submit its recommendation to the DOP. Such recommendation maybe to enter into negotiations with only one Respondent or may be to enter into negotiations with more than one Respondent.

Upon receiving the EC's recommendation, the DOP will submit the EC’s recommendation to the Director of Purchasing. The DOP shall then notify the Respondent(s) to enter into contract negotiations or reject the offer to negotiate a contract. The DOP will require the selected Respondent(s) to participate in contract negotiations. In order to award a contract that represents the best value to the County, as determined by the Department Director and DOP Director, the County reserves the right to enter into concurrent competitive service and price negotiations with one or more qualified Respondent(s). The County's requirement that a selected Respondent negotiate is not a commitment by the County to award a contract.

The County reserves the right to terminate this RFP solicitation at any stage if it is determined by the Department or DOP that it is to be in the County's best interest. The receipt of minimum qualifications, letter of intent, written proposals, or other documents will in no way obligate the St. Louis County to enter into any contract of any kind with any party.

SECTION MINIMUM QUALIFICATIONS

17.1 REQUIRED MINIMUM QUALIFICATIONS

Respondents are required to submit timely and complete minimum qualifications. Respondents that submit late, incomplete minimum qualifications, that do not complete required County forms, and do not demonstrate at least five out of the following required minimum qualifications will be rejected and will not be considered further.

Respondents shall complete all required Phase 1 Minimum Qualifications as described in the STLCO 2050 Scoring Matrix to be considered for written proposals. Respondents Phase 1 minimum qualifications shall demonstrate at least five of the following minimum qualifications to be considered for written proposals:





The respondent has a minimum of at least five years of experience providing comprehensive planning services to local government.

The respondent has a minimum of at least three years of experience providing additional planning services including, equity, environmental sustainability, climate action, transportation, housing,natural resource: land,energy,wateruseandmanagement, circular economy.





The Respondent Project Manager has a current American Institute Certified Planners (ACIP) certification license.

The Respondent Project Team shall have a variety of the following certifications and/or license, including but not limited to, American Institute of Certified Planners (AICP), American Institute of Architects (AIA), Certified Environmental Planner (CEP), Certified Energy Manager (CEM), Energy Management Professional, (EMP) Professional Engineer (PE), Enterprise Resource Planner (ERP), International Economic Development Council (CEcD), Leadership in Energy and Environmental Design (LEED) and additional LEED credentials, Sustainability and Climate Risk Certification (SCR) and any advanced or specialty certification applicable to equitable sustainability comprehensive planning.





The designated individual proposed to lead Services for the County RFP Project Team has at minimum of five years’ experience leading large local government projects.

Annual revenues of the respondent are at least $10,000,000.00.



The value of this contract, if awarded, will constitute no more than 10% percent of Respondent’s annual revenues.

17.2 MINIMUM QUALIFICATIONS SUBMISSION INSTRUCTIONS

All Respondents must prepare minimum qualifications as a portfolio 8 ½" X 11" letter size documents and submitted as either a .doc or .pdf file. Each page of the minimum qualifications must be numbered in a manner so as to be uniquely identified. All submissions shall be submitted electronically in one navigable and word searchable .doc or .pdf file format named “Equitable Sustainability Comprehensive Planning Minimum Qualifications.”

17.2.1 Minimum Qualifications Submission Format

Respondents are required to complete and designate a Business Point of Contact who is authorized to submit qualifications and written proposed services to the County and execute all forms on behalf of the organization. Respondents are required to submit minimum qualification forms in order as

A.follows:Form

#1 Business Profile Form

B. Form #2 Minimum Qualifications Questionnaire

C. Form #3 Economic Disclosure Statement

D. Form #4 M/WBE Participation Acknowledgement

E. Form #5 Acceptance of Pricing

F. Form #6 Letter of Intent Instructions

Respondents should review the Letter of Intent Instructions before submitting the LOI.

SECTION 18 INVITED WRITTEN PROPOSALS

Respondents that meet the required minimum qualifications and are invited by the DOP on behalf of the EC must submit written proposals by the proposal deadline outlined in the Procurement Schedule Written proposals must contain all the completed and executed County Forms to be considered for Top Ranked Invited In Person Oral Presentations, and for consideration to be selected to negotiate a best and final offer of Services contact terms and conditions

18.1 WRITTEN PROPOSAL SUBMISSION INSTRUCTIONS

Written proposals must be prepared as a portfolio 8 ½" x 11" letter size documents not to exceed 50 pages, excluding required forms, and submitted as either a .doc or .pdf file. Sections of the proposal shall be separated by navigable labeled headings and organized in accordance with the subject matter criteria and element sequence in the County RFP. Each page of the Proposal must be numbered in a manner so as to be uniquely identified. The Proposal electronic versions shall also be word searchable.

18.1.1

Written Proposal Submission Format

Respondents should review the instructions for proposal content and all forms before submitting a writtenproposal,ifinvited. Respondentsarerequiredtocomplete, execute,andsubmitallattached County Forms on behalf of the organization in the required order outlined below and as follows:

A. Written Proposal with required content

B. Form #7 Workforce Authorization Form

C. Form #8 E Verify Form

D. Form #9 Contract Insurance Requirements and Certification

E. Form #10 Respondent M/WBE Utilization Plan Affidavit

F. Form #11 M/WBE Letter of Intent

G. Form #12 Project Team Expertise Form

H. Form #13 Business Reference Form (3 References Required)

I. Form #14 Local Vendor Preference Form

J. Form #15 Sustainability and Electric Vehicle Preference Form

K. Form #16 Additional Pricing Disclosure Form

18.1.2 Required Contents of Written Proposal

Written proposal content must be clear, concise and well organized. The Respondent is strongly discouraged from including marketing or promotional materials not related specifically to the focus of this RFP. Respondents are advised to adhere to the submittal requirements of the RFP. Failure to comply with the instructions of this RFP maybe cause for disqualification and rejection finding the Respondent’s proposal non compliant and non responsive

Respondent must provide information that addresses the Scope and Services and Deliverables in the appropriate areas throughout the RFP. By submitting a written proposal to this RFP, you are acknowledging that if Respondent’s written proposal and related submittals are accepted by the County, the entire submission may become part of the contract.

Respondent’s written proposals shall be formatted and include the following:

A. Cover Letter 1 Page Maximum

Respondent must submit a cover letter signed by an authorized representative of the entity committing Respondent to provide the Services as described in this RFP in accordance with the terms and conditions of any contract awarded pursuant to the RFP process.

Respondent’s cover letter must indicate the number of years the Respondent has been in business and provide an overview of the experience and background of the organization and its key personnel committed to this project. The cover letter must also identify the legal name of the organization, its headquarters address, its principal place of business, its legal form (e.g., corporation, joint venture, limited liability company or partnership, etc.), and the names of its principalsorpartnersand authority todobusiness intheStateofMissouriwithinSt.LouisCounty. The Cover letter must also enclose the most recent documents filed with and obtained from the Secretary of State. Indicate the name, telephone number(s) and e mail address of the principal contact for this proposal, oral presentation, or negotiations. The cover letter must also acknowledge receipt of all RFP materials and addendum(s) issued by the County, if any.

B. Executive Summary 2 Page Maximum

The Respondent must provide an executive summary which explains its understanding of the County's intent and objectives and how the Respondent’s qualifications, experience, team expertise, and proposed solutions would achieve the County’s goals and objectives.

The summarymust frame and discuss the Respondent's strategy and methodology for successfully meeting the Scope of Services and Deliverables herein. The Executive Summary should describe the Respondent’s capacity to perform, the general approach to project management, methodology, and approach to satisfying the Scope of Services and Deliverables in the RFP, periodic reporting, and any additional factors for the County's consideration.

The Executive Summary should outline the Respondent's overall plan from the initial contract award (or pre award meetings) phase to on going operations of contract, transition to potential additional service offerings (if offered and proposed), through project completion and contract

C.closeout.

Capacity 1 Page Maximum

TheRespondent shall describetheRespondent’s capacityto perform andabilityto deliverServices within the County’s timeline. The Respondents shall identify what percentage of the Services will be performed utilizing your own workforce, equipment, and facilities. What percentage of the work will be sub contracted.

The Respondent shall also describe how any uncompleted projects and/or contractual commitments to other clients will affect the Respondent’s ability to deliver services, capacity to perform within County's timeline, and affect dedicated resources committed to the County's

TheProject.Respondent

must also provide a summaryof current and future projects and commitments and include projected completion dates.

D. Approach 20 Page Maximum

Respondent will describe their approach to provide required services & deliverables.

The written proposal must describe the Respondent’s approach, methodology, skills, aptitude, existing network, and gravitas to meet all five of the required deliverables, as outlined below and detailed in Scope of Work and Deliverables of this RFP.

Five Deliverables

The Respondent shall describe in the proposal its approach to meet the scope of services and all five deliverables in equal amount of detail.

(1) Facilitation

The Respondent shall describe its ability to facilitate community and local government engagement and detail a clear facilitation strategy, structure, tentative schedule, and process for local government and community outreach, engagement, education, and feedback success. The Respondent ability to facilitate outreach and engagement should include timelines for activities and events. The Respondents should also include thorough understanding and ability to mitigate various pitfalls and setbacks in facilitating outreach and engagement.

(2) Comprehensive Plan Document

The Respondent shall describe the Respondent’s full understanding and capability to design and draft of all required comprehensive plan document deliverables, including equitable and sustainability criterion within the elements of the plan document, performance measurement, and interactive digital display.

(3) Mapping Tool

The Respondent shall describe the Respondent’s familiarity and capability to provide and/or develop an advanced GIS modeling, forecasting, and scenario planning to produce custom mapping/modeling tools including but not limited to, St. Louis County land, infrastructure, natural resources and various activities, events, future infrastructure, and landscapes to analyze development proposals and prepare and compare land use and infrastructure scenarios

(4) Plan Implementation

The Respondent shall describe the Respondent’s approach to create actionable implementation strategies forachievingcomprehensiveplanning,equity,andsustainability goals. The Respondent shall provide a brief overview of successful potential recommendations as examples from prior work with similar scope of services on projects of this size and magnitude.

(5) Plan Adoption

The Respondent must describe the Respondent’s understanding, ability, experience and cohesive strategy to guide and present the completed comprehensive plan document, tools anddeliverables,alongsidetheDepartment,throughthelocal government adoptionprocess

18.1.3 Team 15 Page Maximum

The Respondent shall provide Qualifications, Specialized Experience and Expertise of all the proposed Team of Key Personnel, partners, sub and sub subcontractors, staff and other team members as applicable. The Respondents shall provide a summary of individuals and responsibilities with the specialized experience, expertise, ability, and capacity who will be dedicated to providing the Scope Services and Deliverables described in this RFP.

A. Key Personnel and Organizational Structure

Respondents shall detail and describe the proposed dedicated Key Personnel Team committed to this RFP solicitation and the organizational structure of the team members including M/WBE participant members.

For each Key Personnel Team member identified, the Respondent must provide professional titles, certifications, location, reporting responsibility, pertinent areas of expertise and experience, of the key personnel who will be dedicated to the Services as proposed. The Respondent must also provide the names and contact information Key Personnel Team members assigned to prime tasks to meet the Scope of Services and Thedeliverables.Respondents

shall also include the dedicated Key Personnel resumes or corporate personnel profiles with past experience for each of the Key Personnel, including a

description of their roles and responsibilities on recent projects of similar type, scope, and magnitude relating to the Scope of Services and Deliverables as described in this RFP.

B. M/WBE Commitment

TheRespondentisrequiredtodescribetheRespondent’sM/WBEUtilizationPlanindetail. The Respondent should include how the Respondent intends to work with and compensate M/WBE entities to meet the Scope of Services and Deliverables. The Respondent should also include descriptions of the major portions of work that will be performed and/or provided by M/WBE (e.g. joint venture partners, suppliers, subcontractors, sub subcontractors, etc.).

The Respondent must provide copies of appropriate licenses or certifications required of any individual or entity performing the Services described in this RFP in the County of St. Louis and State of Missouri, for the Respondent, the Respondent’s partners, and the Respondent’s subcontractors, including evidence that the Respondent is authorized by the Secretary of State to do business in the State of Missouri

The Respondents are required and responsible to provide all applicable required minimum qualifications and written proposal County Forms on behalf of each M/WBE (e.g. individuals, companies, firms, partnerships, suppliers, and subcontractors) as included and described in the Respondents’ completed Utilization Plan Form.

C. County Preferences

Respondent must describe is understanding and interest in meeting the County’s local vendor, personnel, and sustainability preferences of the RFP, herein.

It is mandatory that the Respondents complete the Preference Forms in the “Forms and Attachment Sections” even if the Respondents are not able to meet County Preferences.

The Respondents who propose County preference as part of written proposal submissions will receive scaled points indicated on the STLCO 2050 Scoring Matrix

18.1.4 Quality 5 Page Maximum

The Respondent shall provide outstanding professional qualifications describe in a clear, professional, cohesive summary the Respondent’s mastery of understanding, and interest along with its capability and commitment to provide the RFP scope of services and deliverables.

18.1.5 Forms & References

The Respondent must complete and submit the forms that are attached to this RFP in the Section Titled “Forms and Attachments ” Failure to submit required forms may be cause for disqualification and rejection finding the Respondent’s proposals non compliant and non

Theresponsive.Respondent

is required to complete the County References Forms providing a minimum of three (3) references and a maximum of five (5) references. Preferably two (2) of the Respondent’s references shall be from a local government, municipality, or federal, state government agency related to a contract of similar scope, services, deliverables and magnitude as described in this

RFP. Respondent written proposals will not be considered unless complete reference data is provided. All Respondent’s reference information must be supported and verified.

The Respondent’s references point of contacts must be aware that they are being submitted as a reference for the Respondent and are agreeable to serve as a St. Louis County interview regarding the Respondent’s past work for the reference and response to this solicitation.

The County may solicit from previous clients, including St. Louis County, or any available sources, relevant information concerning the Respondent's record of past performance.

18.1.6 Legal Actions

The Respondent must provide a listing and a brief description of all material legal actions, together with any fines and penalties, for the past 5 years in which (i) the Respondent or any division, subsidiary, or parent entity of the Respondent, or (ii) any member, partner, etc., of the Respondent if the Respondent is a business entity other than a corporation, has been:

A. A debtor in bankruptcy; or

B. A plaintiff or defendant in a legal action for deficient performance under a contract or violation of a statute or related to service reliability; or

C. A respondent in an administrative action for deficient performance on a project or in violation of a statute or related to service reliability; or

D. A defendant in any criminal action; or

E. A named insured of an insurance policy for which the insured has paid a claim related to deficient performance under a contract or in violation of a statute or related to service reliability; or

F. A principal of a bond for which a surety has provided contract performance or compensation to an obligee of the bond due to deficient performance under a contract or in violation if a statute or related to service reliability; or

G. A defendant or respondent in a governmental inquiry or action regarding accuracy of preparation of financial statements or disclosure documents.

The County reserves the right to request similar legal action information from the Respondent's team members during the evaluation process.

SECTION TOP-RANKED ORAL PRESENTATIONS

19.1 TOP RANKED ORAL PRESENTATION ISTRUCTIONS

Top Ranked Respondents may be invited by the DOP on behalf of the EC to present written proposals in a one hour in person and/or virtual setting.

19.1.1 Format

The Respondent’s presentation will follow the following format:

A. Organization

The presentation requires thorough organization and completeness. The Respondent must prioritize both efficiency and clarity when determining presentation organization.

B. Presentation

The Respondent’s will be provided one hour to communicate their vision for St. Louis County’s Equitable and Sustainable Comprehensive Plan. The Respondent should include a visual aid component, such as Power Point slides, to assist with conveying strategies and concepts that makeup the proposal. The EC and other County staff will be in attendance for each presentation.

C. Professionalism and Communication Style

The Respondent should exhibit prompt professionalism when engaging with the EC and other County staff. Presentation audiences will be familiar with the Plan’s general expectations, structure, and themes, but the Respondent will need to offer context as well. The Respondent will also need to be mindful that obscure urban planning concepts may require definition. Communication style should reflect an enthusiasm for the specific Plan and a desire to work with various County departmental personnel.

D. Questions and Answers

Following the formal presentation, both the EC and other audience members and the Respondent will have opportunities to ask and answer pertinent questions. Around fifteen minutes is allotted for this particular period, although there is flexibility if questions prove bountiful. The Respondent should be prepared to answer questions focusing on specific elements of the presentation and for questions that go beyond the scope of the presentation.

SECTION 20 - SCOPE OF WORK AND DELIVERABLES

20.1 DEPARTMENT OF PLANNING BACKGROUND

20.1.1 Department Mission

The mission of the St. Louis County Department of Planning (“the Department”) is to foster healthy communities by guiding development and reinvestment, developing long range plans, promoting citizen engagement, and using data and information technology to guide public policy.

20.1.2

Department Services

The Department primarily serves as the local planning department for the unincorporated areas of St. Louis County. Unincorporated communities account for roughly one third of the land area and roughly one third of the population of St. Louis County. The Department of Planning administers the zoning ordinance and subdivision ordinance, reviews site development plans and subdivision plats, assesses boundary issues before the Boundary Commission, and staffs the Planning Commission and the Board of Zoning Adjustment.

The Planning Department ensures the safe and efficient use of St. Louis County’s community assets through effectively managing how the County’s land, resources, infrastructure, and community members are affected by decisions county wide. The County Planning Department is a driving force in the economic health and well being of the community’s residents and businesses. The Department structure is unique, and highly influential in broader St. Louis County and bi state regional planning. The scale of governance and municipal services is the largest by population, eclipsing the number of residents in the City of St. Louis.

Within County government, the daily work in the Planning Department touches every County Department in a variety of ways. The Department works particularly close with the Department of Transportation and Public Works, the Office of the Recorder of Deeds, and the CountyCouncil.

The Department of Planning’s consideration of land use, infrastructure development, boundaries, zoning, annexation requests, and community planning throughout St. Louis County advises and guides a variety of stakeholders. The Department plays a vital role in the development and redevelopment of land in Unincorporated St. Louis County. From A to Z, community activism, architecture, conservation, construction, development, energy, historical preservation, landscape, populations, renovations, urban issues, water resources, waste, wetlands, and zoning are all considered by the Department of Planning.

20.1.3 Department Operations

The Department is comprised of eleven staff members: One Acting Director, one Land Use Manager, one Senior Planner, four Planners, one Intermittent Planner, two Planning Technicians, and one Office Supervisor. The Director of Planning oversees the provision of both countywide services as well as municipal-type services to the unincorporated areas of St. Louis

PlannersCounty.work

encompasses both current and comprehensive planning activities. Until 2015 the Department had a Comprehensive Planning Division, which conducted long range planning and strategic planning for unincorporated St. Louis County. Subsequently, the Divisions dissolved into a single organization that is now primarily focused on current planning, as overviewed in Department Services.

20.1.4 Comprehensive Planning

The broad scope of services directed by the St. Louis County Department of Planning includes overseeing the County’s Comprehensive Planning.

By St. Louis County Charter Article II. Section 2.180.33 the County Council, through the Department of Planning, shall:

“provide for a county plan for the physical development of the county, which plan shall set forth policyregardingthe physical development of the county, includingrecommendations for the most desirable use of land within the county for residential, recreational, agricultural, commercial, industrial and other purposes; for the most desirable density of population in the several parts of the county; for a system of principal thoroughfares, highways, streets and other public ways; for airports, parks, playgrounds and other public open spaces; for the general location, relocation and improvement of public buildings; for the general location and extent of public utilities and terminals, whether publicly or privatelyowned, for water, sewerage, light, power, transit and other purposes; for adequate drainage facilities and control; and for such other matters as may be beneficial to the county. The county plan shall contain a statement of the objectives, standards and principles sought to be embodied therein. The plan shall be based on studies of physical, social, economic, and governmental conditions and trends and shall be designed to assure the coordinated development of the county and to promote the general welfare and prosperity of its people. The plan and the elements thereof approved by the county council shall be printed and made available upon request at a cost fixed by the county council. The planning commission shall from time to time review the county plan in order to assure that the plan conforms to the existing goals and policies of St. Louis County. This review shall occur not less than twelve months after the adoption of this charter and thereafter not less frequently than once every five years.”

The 1980 General Plan and the 1985 update, The Challenges of Transition recommended the Department of Planning engage in small area and corridor studies. This has resulted in the creation ofseveral small area and corridorstudies from 1987 2008. Currently,thecomprehensiveactivities undertaken by the Department include monitoring annexation and boundary changes.

With modern amenities and community goals, under charter, the St. Louis County Council has authorized the Department of Planning to commence with the development of a new comprehensive plan that considers the Whole of County.

20.1.5 Responsible Stewardship

The Department of Planning is committed to being responsible stewards of County assets and resources. In 2022, the Planning Department’s budget appropriation was $2,237,048.00, with $1 million of that County Council appropriation dedicated to secure the services of a professional services firm to complete comprehensive planning services.

The Planning Department is created under the County’s Charter and is funded through the County’s General Fund. Out of the 19 departments funded by the General Fund, the Department of Planning has the fourth smallest budget. In a typical year, approximately ninety percent (90%) of the Department’s budget is allocated for compensation of personnel, while the remaining 10% of the Department’s budget funds operating expenses.

The Department is proud of the services it provides to the public despite constrained staffing and funding levels. Although Planning has one of the smallest budgets in County Government and has a low staff to resident ratio when compared to similarly sized counties nationwide, the Department continues to provide fast response times for citizens and developers residing and working in our Actingcommunity.Director

JacobW. Trimbleand Land Use Manager MelissaWilson hold American Institute of Certified Planners (AICP) certifications. As the leaders of the Department, they bring a mindset of continuous improvement and a “just do it” attitude. Jacob gives back to the planning profession through the volunteering of his time as the vice president of the board of the St. Louis Metro Section of the American Planning Association. Jacob, Mel, and all planners regularly attend regional and national conferences and County Planning understands the importance of adopting forward thinking planning methodologies and trends. County Planning is very excited to work with a nimble and adaptive professional services firm to facilitate a robust and fruitful planning 20.1.6process.

Citizen Engagement

Residents, commercial and non profit organizations make up our St. Louis County Community. Even though the Department of Planning is not directly responsible for County citizen engagement activities, the Department and its staff recognize the importance and need for active citizens and civic leadership in St. Louis County.

The Department promotes citizen engagement throughout St. Louis County by participating in area Chamber of Commerce Economic Development Committee Meetings and serving in advisory roles to community planning efforts such as the Spanish Lake Town Center Land Use Master Plan and Reimagine Jamestown Mall. The Planning Department also operates both aTwitterand Facebook account and manages the voluntary subdivision trustee contact database to support accessible community contacts and share information about on going planning activities in the County.

20.2 INTRODUCTION

As the Department of Planning prepares to launch St. Louis County 2050: An Equitable and Sustainable Comprehensive Plan development process the Planning Team and Departments across St. Louis County government are excited about engaging citizens in the St. Louis County Community.

20.2.1 Comprehensive Professional Planning

It is the goal of the Department of Planning, on behalf of St. Louis County to enter into an agreement for Comprehensive Planning Professional Services with the intent of contracting with a qualified firm or individual for the purpose of Comprehensive Planning Professional Services, including the detailed specifications, special conditions and scope of services described herein, to the County's full time Department of Planning Team, hereafter referred to as "the Department", with a firm or individual, hereafter referred to as "Respondent"

The Department seeks a Professional Planning Services Firm with extensive experience, skill, and success in the development of comprehensive plans, sustainability plans, climate action plans, community visioning services, development codes, including zoning and building codes, and similar processes. The selected Professional Planning Services will be responsible for facilitation, design, drafting, and adoption of the long range planning document St. Louis County 2050: An

Equitable and Sustainable Comprehensive Plan (“the Plan”) in an effort to guide the County toward the community’s preferred future.

20.2.2 Required Planning Experience

The Respondent shall be qualified in, familiar with and have experience and access including, but not limited to, the following:

1. Local Government and Community Participation, Planning & Facilitation

a) Community & Stakeholder Assessment

b) Stakeholder Outreach and Engagement Academic, Industry, Nonprofit and Government

c) Outreach and Engagement Agenda

d) Executive Coalition Building and Facilitation

e) Steering Committee, Task Force, and Working Group Facilitation

f) Periodic Stakeholder Meetings: In-person and Virtual Community, Town Hall Industry and Academic, and Government Personnel

g) Public and Group Surveys: In person, Web based, and Text

h) Periodic Review Meetings with Client

i) Digital Web Based Process Disclosure

2. Long range Planning Documents and Development including:

a) Land Use Policy

b) Mapping and Data Visualization

c) Modeling and Forecasting

d) Economic Development

e) Zoning, Subdivision, Design Criteria, and Building Codes and Ordinances

f) Sustainability and Climate Action Planning

g) Diversity, Equity, and Inclusion Planning

h) Nationwide, Region, State and Local Government/Planning

i) Document Drafting: Digital Web based, Dashboard, Print, and Mobile Accessibility

j) Local Government operations and policy standard operating procedure

3. Small Area and Topical Study Recommendations

a) Cost benefit overview

b) St. Louis Industry and Business

c) St. Louis Community Residential

4. Recommendation for Plan Implementation

a) Implementation Outlined Approach. Strategies, and Schedule

b) Implementation Strategies

c) Implementation Schedule

d) Performance Measurement Considerations

5. Plan Adoption

a) Adoption Process

b) Planning Commission Presentation for Recommendation

c) County Council Presentation for Approval

d) Adopted Legislation

20.2.3 Work Environment

The Department is housed on the fifth floor in the Administration Building in downtown Clayton at 41 South Central Avenue. The Department is open Monday Friday, 8:00AM 4:30PM. St. Louis County uses Avaya Spaces and Avaya Workplace for its integrated digital workflow. Through the comprehensive planning process, Departmental staff will be flexible and available during weeknights and weekends.

The selected Respondent will work closely with Planning and other members as designated by the Department to provide Comprehensive Planning Professional Services, as described in the Scope of Services herein.

The Respondent approach must be pragmatic and must use objective "best practices" and appropriate risk management tools to reduce costs associated with this project Scope of Services. The Respondent shall consult with the Department on best strategies to meet its need for an equitable sustainable comprehensive plan, adoption, and deliverables herein.

Following contract execution, the Professional Service Firm shall immediately establish processes and protocols to ensure the success of an Equitable Sustainability Comprehensive Plan. The Respondent shall be responsible for guiding the Department in terms of comprehensive planning project management while providing the Department with reliable, cost efficient, risk managed, and effective facilitation processes and comprehensive planning recommendations to achieve the Department’s strategic initiatives. This includes, but is not limited to, quickly identifying operational issues, containing immediate problems that may arise, listening to key audiences, communicating quickly with the Department and natural allies, assessing potential damage, and if needed crisis mitigation.

As part of daily operations and project management, the Respondent shall provide rapid communicationsandresponsestotheDepartmentandkeystakeholders asrequired.Contemplating every possible scenario while establishing a short and longer term proactive comprehensive plan with the addition of an adaptive, resilient, and flexible comprehensive planning mapping tool to fulfill the Department’s vision.

The Department desires the most thoroughly developed plan and highest quality Comprehensive Planning Professional Services. The following specifications outline the deliverables, including the considerations of necessary elements for the proposed service. They are provided to assist Respondents in understanding the objectives of the Department and submitting a thorough response to successfully complete an Equitable Sustainability Comprehensive Plan.

20.3 DELIVERABLES

The Respondent must be able to meet each deliverable to be considered for the contract.Along with demonstrated experience in providing Comprehensive Professional Planning Services, the Professional Planning Services Firm must demonstrate the ability to manage public outreach and coordinate a diverse collection of stakeholders. It is equally important that the Department engages a Respondent that can be contacted at a moment's notice, and that has an existing, vast knowledge of comprehensive land use, sustainability, and climate action planning best practices and regulatory frameworks applicable to localities the size of St. Louis County.

20.3.1 Summary of Deliverables

The Department requests the following deliverables from the identified pool of qualified

(1)Respondents:

Planning Process Facilitation

Local Government and Community Facilitation including, but not limited to, outlined process planning and scheduling for all deliverables community, intragovernmental and intergovernmental outreach and engagement, stakeholder relationship building, regular steering, stakeholder and public meetings, working group/task force meetings, project website, periodic reporting, and public surveys.

(2) Equitable Sustainable Comprehensive Plan

One local government comprehensive planning (“The Plan”) document with recommendations that consider all elements including, but not limited to, the Scope of Services herein. The Plan should detail an implementation outline, strategies, and process recommendations along with potential funding preparation.

(3) Interactive Comprehensive Plan Mapping Tool

A series of flexible map overlays and other resources that allow the Department staff on behalf of St. Louis County and communitymembers to prepare and forecast flexible, adaptive, resilient land use and infrastructure plans that consider environmental, social, economic development, redevelopment, and revitalization changes in St. Louis County. The tool shall enable scenario planning related to regional flooding and urban heat islands, among other topics. The tool shall have a three dimensional modeling capability and user friendly dashboard and built in reporting functions. New emphasis on scenario planning via this mapping tool shall inform users about the impacts of development possibilities to assist policy makers and planning staff with making informed, equitable land use decisions. The Mapping Tool will offer a practical resource for implementing the broader goals of the entire Plan. Many of the overlays and other resources shall be made available for public use on St. Louis County’s public mapping services.

(4) Plan Adoption

Closely work with the Department and County Executive Administration through the local government adoption process to prepare for and present the final plan and tools for County

(5)adoption.

Plan Implementation

Outline the recommended approach and process for comprehensive plan implementation to achieve equitable and sustainable comprehensive planning goals and targets in St. Louis County by 2050, with milestones in 2030 and 2040, and the stipulated regulatoryCountyCharter five year updates.

20.4 GENERAL SERVICES

At contract execution, the Respondent shall immediately establish processes and protocols to ensure assistance to County with professional comprehensive planning services.

20.4.1 Regular Meetings and Work Sessions

Establish regular meetings with Department of Planning, Executive Committee, other County Departments as necessary.

20.4.2 Reporting

The Respondent shall regularly report to the County, and County's invited guests, as applicable, when directed, including but not limited to the following: Department of Planning Other St. Louis County Departments where applicable Planning Commission updates County Executive’s team where applicable County Council

20.5 FACILITATION PROCESS

As outlined in the summary, the first Respondent deliverable for the Department shall encompass stakeholder outreach, engagement, and facilitation, including, but not limited to community, intragovernmental, intergovernmental participants. The following information details the considerations and element of the first deliverable:

20.5.1 Community Outreach, Engagement and Participation

The Plan shall provide a summary of engagement efforts and outreach activities, results, and recommendations. Some examples may include (but should not be limited to) formal public hearings, open house meetings, neighborhood meetings, focus groups, pop up events, surveys, and social media outreach. Potential public engagement activities should be multifaceted, unique, and provide outreach to key stakeholders. Involving and engaging the community’s residents, leaders, workforce, and businesses is a critical component to the success of the Plan. The perspectives and participation of a broad range of community members should be equitably represented in the process and resulting Plan. Community engagement and outreach efforts shall supply information to all residents, with special attention paid to historically marginalized communities including Black and immigrant households. All communication shall prioritize accessibility by considering the needs of non English speaking, physically impaired, technologically isolated, and public transportation dependent residents.

The Plan shall exhibit all survey and interview results and materials. The consultation team must have strong leadership and creativity to provide clear direction in participation techniques that result in inclusive yet timely decisions. Community engagement activities, including but not limited to, meetings, surveys, and open forums shall be scheduled, noticed, facilitated, and administered by the Respondent and provide equitable access across all County Council districts with special attention paid to Council Districts 4 and 6. While the majorityof communityengagement activities will occur duringPhase 1, the Respondent is expected to continue to solicit feedback from all stakeholders, working groups, residents, etc. during the document drafting and adoption processes.

20.5.2 Stakeholder Coalition

The Department’s community outreach and facilitation deliverables shall include government, industry, business, non profit, and public stakeholder coalition structures that include, but are not limited to, the following:

A. Executive Committee

B. Steering Committee

C. Task Forces

D. Focus Groups

E. Working Groups

Thesestakeholder coalitions will provideinput on thecomprehensiveplanningprocess and reports to the Respondent, the Department, and other governing bodies as directed.

20.5.3 Public Meetings

Meetings need to be inclusive of all demographics and geographic areas of St. Louis County. Special attention to accessibility for hard to reach populations, such as young people and public transit dependent households, is paramount. Public input must inform all Plan recommendations. Broad based support is required for a successful Plan.

Prior to scheduling any new public engagement meeting structure (categories listed below), representatives from the St. Louis County Planning; Executive; Legal; Communications; and Diversity, Equity,and Inclusionteams must approvematerials andmessaging. Examples ofpublic engagement meetings include, but are not limited to, the following:

A. In person Town Halls

B. Virtual Town Halls

C. Existing Community Events

D. Stakeholder meetings

20.5.4 Surveys

Surveys need to be readily accessible to all demographics and geographic areas of St. Louis County. Different communications styles are necessary for reaching as many St. Louis County residents as possible. Public input deriving from surveys is necessary to inform all Plan recommendations. Supportbeyondthatofpopulations morefrequentlyinterestedin andconnected to regional Planning efforts encourages a more holistic final product. Prior to scheduling any new survey structures (categories listed below), representatives from the St. Louis County Planning; Executive; Legal; Communications; and Diversity, Equity, and Inclusion teams must approve materials and messaging. Stakeholder coalition surveys shall be curated for each stakeholder group, task force, working group, etc. Micro surveys shall be prepared to be used at town halls, communityevents,andotherpublicmeetings. Opportunitiesforpubliccommentshallbeprovided through the project website.

20.6 COMPREHENSIVE PLAN DOCUMENT

As outlined in the summary, the second deliverable for St. Louis County is the local government equitable and sustainable comprehensive planning document with recommendations that consider all elements of including, but not limited to, the Scope of Services herein; and provides plan implementation approach outline, strategies, and process recommendations along with potential funding preparation. The following information details the considerations and elements of the second deliverable for Respondents.

Comprehensiveplanninghas transformedin recent yearsto includeanall encompassingapproach. A single governingvision and record will synthesize available best practices to inform a collection oftraditional comprehensiveplan elements. Curatedrecommendations and strategiesmust support

a final product that is flexible, adaptive, and resilient. Predicting St. Louis County’s exact circumstances in 2050 is impossible. Instead, the Plan shall provide an interconnected framework ofconceptsthatwillensureSt. LouisCountyis amoreprosperousandenvironmentallysustainable region in twenty five years.

All Plan elements shall be grounded in two foundational concepts: sustainability and equity. In order to realize these values, the Plan shall chart a new direction. Good planning requires recognition of the barriers that impede the social and financial mobility of marginalized community members. Further, emphasis on sustainability is necessary for mitigating our region's perilous environmental conditions. St. Louis County government recognizes that our community cannot idly disregard challenges stemming from inequality and climate change, and how these social and economic problems intertwine and reinforce one another. Good land use planning can generate equitable and sustainable growth; it can motivate large scale change. St. Louis County deserves a plan that takes sustainability and equity seriously.

Along with the environmental and social demands for an equitable and sustainable comprehensive planning approach, a holistic method is also necessitated by current constraints on local government management with smaller staffs, smaller budgets, and the overall lack of capacity to update long outdated plans. This is true for local governments across the nation: St. Louis County is no exception. A cohesive plan and multi functional approach will facilitate future public private partnerships, inter governmental collaboration, and secured grant funding. All of these components are required for efficient and effective local governance.

The Plan shall balance recommendations and measures that improve the quality of life for existing residents and that also attract new community members. St. Louis County residents are proud of their home, and also recognize that a new vision must consider mechanisms for stimulating population growth and expanding economic opportunity. All Plan recommendations and interventions shall facilitate a more equitable, sustainable, and prosperous future.

The plan must fold specific strategies for addressing problems associated with the following equitable and environmental issues into plan elements.

20.6.1 Equitable Sustainability Criteria for Comprehensive Planning Elements

A. Equity

Every community should center equity in their comprehensive planning. An equitable and sustainable comprehensive plan requires consideration of marginalized communities and individuals that have historically been excluded from the planning process. Beginning with an equitable foundation in comprehensive planning clearly illustrates the importance of all stakeholders. Further, equitable planning is key for furthering local environmental justice goals. This approach compels local government comprehensive planning of future land use, infrastructure, and resource allocation to focus on equally distributing regional investment while also removing restrictive measures detrimental to the quality of life for all St. Louis County community members.

The comprehensive plan and deliverables herein must offer equitable recommendations for the whole St. Louis County community that will help the County address long standing systemic

B.biases.Climate Change

Climate Change jeopardizes the long term viability of St. Louis County residents’ livelihoods. Comprehensive plans and future land use and developments cannot idly disregard the social, economic, and environmental realities of our region’s perilous conditions. In the last half decade, extreme temperatures, more frequent droughts, floods, and disastrous storms have revealed the challenges ahead threatening urban, suburban, and rural communities throughout both Missouri and St. Louis County.

C. Natural Disasters

The consensus amongst climate scientists is that increased global temperatures will consistently yield more frequent extreme weather events and natural disasters. The St. Louis region is exposed to sustained heatwave causing droughts followed by heavy rains that result in flooding episodes. As seen in the summer of 2022, the dry watershed state was unable to absorb historic rainfalls. The Midwestern land and atmospheric conditions associated with climate change resulted in dangerous flash flooding, loss of life, and severe infrastructure damage that were incredibly costly to our region, especially St. Louis County.

In addition to debilitating floods, tornadoes, and other dangerous weather events in recent years; our region has also experienced devastating winter conditions. Our community has endured lingering freezing temperatures with record snowfalls and calamitous ice storms that cripple our infrastructure with power outages, burst water supplymains and render roadways impassable. The life threatening winter weather has shut down business, kept residents from leaving their homes, halted supply chains, and strained local government finances, personnel, and equipment in providing public services.

Further, these dangerous episodes often most negatively impact our more vulnerable populations. To promote true equitable communitysustainability, St. Louis County’s comprehensive plan must exhibit strategies for mitigating natural disasters exacerbated by climate change. Visions for local land use planning and the built environment must facilitate climate resilience. Natural disaster criterion illustrates the required quantitative data, detailed maps, policy recommendations, and implementation strategies for promoting long term resilience in the face of future climate challenges.D.

Built Environment

The current built environment contributes to worsened climate outcomes by encouraging lavish resource use and fossil fuel dependence. This unnecessarily exposes residents to harm by accelerating climate change scenarios like flash flooding that crush small businesses, destroy homes, and increase homelessness.

Expanding equitable and sustainable comprehensive planning for St. Louis County’s built environment requires performance measurement and modern equipment that strengthen infrastructure and building envelopes. Building Automation Systems (BAS) with energy, water and waste efficiency and emissions controls and measurements shall establish baselines to set reduction targets and operational goals for St. Louis County governmental operations. These

necessary protocols and standards will benefit residents and businesses by improving community public health and safety outcomes.

The comprehensive plan and deliverables herein must offer recommendations that will help St. Louis County local government and community wide operations implement proactive adaptations to the built environment and safety to

E. Environmental Quality

Standard operating policy and procedures to ensure environmental quality are common considerations for comprehensive planning, business and industry and local government operations. St. Louis County development, redevelopment and revitalization of underserved, underutilized, disadvantaged and disinvested land must meet and exceed National Environmental PolicyAct(NEPA)standards.EmphasisonenvironmentaljusticewillensurethatSt.LouisCounty serves as a safe, healthy community for everyone. St. Louis County comprehensive planning that includes and establishes a standardized process and protocols for compliance and enforcement of national, regional, state, and local environmental quality, including CAA, CERCLA, CWA, FIFRA, RCRA SDWA, TSCA and others are vital to the future of our land and infrastructure use.

The comprehensive plan and deliverables herein must offer recommendations for the whole St. Louis County community that will help the St. Louis County local government and community wide operations and policy enhance planning and communications with resources, guidance documents for air, land, lead, waste, water, pesticides, and toxic substances compliance assistance and equitable sustainability planning

F. Public Health

Public health criterion considerations must inform each Plan deliverable. Declining infrastructural quality and emerging climate change challenges have stressed the physical wellbeing of St. Louis County residents, most acutely for the region’s most marginalized communities. Additionally, as the healthcare industry virtual care and medical treatments evolve so does public health services. Future access to public health services, whether virtual or in person onsite is vital to the prosperity of St. Louis County and our region. Equitable and sustainable comprehensive planning must consider adaptations to the built environment that raise public health standards across St. Louis County and promote environmental justice. Raising public health standards in St. Louis County also means continuing a standard of care that focuses on preventative and proactive public health while also providing emergent and reactive care. This means that public health comprehensive planning must include recommendations that intervene and advance preemptive public health care in landuse,facilities,job training,suchas wastediversion,reduced emissions forbetterair quality, vector control and many more public services critical to the vitality of St. Louis County.

Efficiency and cost effectiveness cannot drive infrastructural investment in isolation. While these concepts are useful, evaluation of public health impact will strengthen the long-term resilience of the region.G.

Resilience

Development, redevelopment, and revitalization strategies shall prioritize the three pillars of sustainability in communities. Resilience requires avoidance of quick, inadequate solutions that do not meet the deepest needs of local government and communities. Instead, it is resilient, restorative, and regenerative designs that consider equitable sustainabilitycriterion like LEED and

Phius Passive Buildings Principles to champion adaptive measures for addressing climate change with a long term view. Resilient scenario planning with thought provoking forecasting and predictive analysis is necessaryfor amelioratingthe consequences derivingfrom aged, low quality infrastructure. Emphasizing regional resilience also promotes environmental justice. Too frequently, marginalized community members are disproportionately impacted by infrastructure development and climate change’s most negative externalities. Long range resilient planning can assist with relieving the pressures that unequally impact our most vulnerable residents. A resilient comprehensive planning approach gives local governments and communities the necessary cost benefit and value add information and data to boost St. Louis County residents’ overall welfare.

H. Air

As the impacts of climate change become more pronounced, St. Louis County residents are subject to declining air quality and increased exposure to pollutants and allergens. Both of these outcomes exacerbaterespiratoryillnessessuchasasthma,disproportionatelyimpactingtheSt. Louisregion’s most vulnerable residents. Land use decisions and other public policies must prioritize solutions for reducing carbon emission so as to improve air conditions. Similarly, St. Louis County must assist communities most exposed to the dangers of worsening air quality. The Plan shall propose proven strategies for improving air quality, and the benchmarks for assessing local changes.

I. Land

Exposure to industrial pollution and high heat has dramatically undermined the quality of regional soil. This reality has significant implications for agricultural production. Dry soil also more frequently facilitates flash flooding and erosion into our rivers and lakes. Increased sediment in waterways reduces surface water quality. Further, soil disturbance negatively impacts microbial life and contributes to forest loss. The comprehensive plan shall detail specific action plans for protecting St. Louis County’s land and soil. The plan shall specifically identify areas most at jeopardy of experiencing significant pollution or soil erosion. St. Louis County requires a vision for better protecting our soil, which has significant implications for the region’s communities and other

Localecosystems.J.Waterwaterwayshave

always defined the St. Louis region. Climate change will likelyimpact local water sources in different ways, influencing the quantity and quality of regional water sources available to St. Louis County residents. What was once a source of strength, often taken for granted, our rivers require deliberate consideration for preserving potable drinking water sources and managing flood waters. The Plan shall describe mechanisms and benchmarks for achieving these goals. The Plan should track past flood events, demonstrating damages to the community. Assummersbecomeincreasinglyhot,andfloodeventsintense,watermanagementwillproveeven more important for both county residents and businesses.

K. Wetlands

Wetlands preservation and maintenance is crucial for preventing flash flooding. These areas also serve as important habitats for migrating birds and other animal species. Unfortunately, sprawling development patternsjeopardizeSt. Louis Countywetlands. Theplanshall offerrecommendations for protecting and resuscitating local wetlands.

L. Wastewater

With its aging wastewater infrastructure, St. Louis County’s many communities must confront the problems associated with managing this system. As climate change intensifies, this vulnerable

infrastructure becomes exposed to further degradation as extreme weather stresses wastewater infrastructure. When wastewater seeps into storm water runoff, it jeopardizes the region’s biodiversity and human residents. Further, facilities that treat wastewater consume significant energy resources. It is clear that St. Louis County needs to reconsider strategies for managing its wastewater sources and treatment procedures. Some proactive communities have started strategizing on how bolstering natural systems and ecosystem restoration can support water purification and wastewater treatment, reducing reliance on industrial solutions. The plan shall offer policy recommendations for improving regional wastewater treatment based upon quantitative indicators.

M. Energy

As St. Louis County grapples with changing climate conditions, the Plan shall demonstrate a renewed emphasis on local energy operations and policy. Energy consumption is a major greenhouse gas contributor that could serve as a tool for managing the impacts of climate change. Sustainable energy sources and energy efficiency measures are critical for mitigating dangerous heat and cold episodes, especially when the energy grid is vulnerable to over taxation during extreme temperature those periods. St. Louis County requires a local government operations and community energy strategy for community wide operations that is dependable, sustainable, and cost effective. The Plan should consider impacts of technological advancements that promote interconnectivity and increased reliance on artificial intelligence (i.e. Smart City and Grid adaptations). Emerging technology could have significant impacts on energy and other forms of land use planning.

The Plan should consider opportunities to reduce energy consumption in St. Louis County local government operations and community-wide without hindering economic productivity. The plan shall offer market data regarding past energy consumption practices and consider land use, facilities and infrastructure to provide recommendations for improving energy efficiency, renewable energy generation, electric vehicle charging infrastructure and electric vehicle market growth. The plan shall focus on improved equitable and sustainable technology and infrastructure digitalization tools that can facilitate best energy practices, especially for utilizing and facilitating the development of clean, accessible, affordable and reliable energysolutions that drive workforce and economic growth and development in the County. This last component is key to a holistic environmental justice strategy and determinant for the future of St. Louis County and our metropolitan region.

N. Emissions

Greenhouse gas emissions are detrimental to the overall condition of our home. Mitigating greenhouse gas (GHG) emissions is vital to the future of our planet and St. Louis County. GHG emissions reductions are necessary to limit the decline of our natural environment and prevent future damage to the greatest extent humanly possible. Our current and future physical environment, economic survival and social vitality are dependent on emissions reductions to lessen costly catastrophic events as a result of climate change. Simply, reducing emissions in St. Louis County is responsible, accountable, and transparent governance of our community.

The comprehensive plan and deliverables herein must offer recommendations for the whole St. Louis County community that will help identify and provide decarbonization reduction solutions for all sector and all scope emissions that align with government, industry and nonprofit

carbon neutral and net zero deadlines for St. Louis County local government operations and community wide operations.

O. Circular Economy

Supply chains are critical to community success. Access to goods and services by modern supply chain logistics have elevated the products’ quality for all communities. In recent years, following the pandemic, and natural disasters communities have faced excessive supply chain shortages. These shortages have affected St. Louis County residents of all ages, races and ethnicities, and classes. The shortages have also forced long time small business in our local community to temporarily lock their doors or close entirely. The St. Louis metropolitan area has seen major retailers, grocers and suppliers with empty shelves and unknown delivery dates for restocking supply. As a result, no matter the size of business, our region like many others has witnessed workforce reductions.

A circular economy establishes a more equitable and sustainable production and consumption model by keeping raw materials, components and products in the production loop longer, reducing manufacturing and production natural resource waste, excessive energy consumption and incased emissions output. Designingproducts fordurability, reuse,repurpose, repair,remanufacturing and recycling as part of a robust circular economy retains the functional value of products and favors activities that preserve energy, labor and raw materials while also generating far less waste.

Meeting the increased demand for goods and services when facing a decreasing supply market does not requirea continuous productionofnew,singleuse,throw away, products ofconvenience. Designing and promoting products that last and avoid GHG emissions caused by the energy to make products emissions is limiting waste and pollution, keeping products and materials in use longer for their full life cycle and regenerates natural systems and their management. Circularity and sustainability stand in a long tradition of related visions, models, and theories that extend the life cycle of products, and minimize waste.

20.6.2 Comprehensive Plan Elements

The Department recognizes that the Plan as conceptualized will break from past Planning norms advocated for and implemented by St. Louis County. However, there is concern that a purely traditionalist approach would perpetuate historic social, economic, and environmental outcomes that have inhibited the diverse communities that makeup St. Louis County. The Department and its constituents demand a Plan that re envisions classic comprehensive planning methodologies.

Isolating the comprehensive plan from climate considerations, climate resiliency, equity, and adaptation is unacceptable. These considerations must imbue every element of the Plan. Rather than burdening the Plan’s vision, an equitable sustainability focus strengthens proposed land use and infrastructure recommendations’ transformative power. Sustainability tenets overlap with good planning practice, such as increased residential density and robust multi-modal transit opportunities. Equitable and sustainable concerns shall inform these elements by directly addressing the criteria discussed previously.

20.6.3 Demographics

The Respondent shall prepare population studies and other demographic analyses of the community and prepare estimates, projections, and forecasts for five , ten , and twenty year planning horizons. The primary data source to be used will be the 2020 U.S. Census and

subsequent updates. More locally relevant estimates may be used to supplement the Census data and identify where immediate trends have shifted or accelerated. The Plan must examine the demographic estimates and projections regarding death/birth rates, employment, income, education, and tax base. Background information shall include population, household, and employment forecasts that the Department uses in developing its comprehensive plan. Demographic analysis and market profile of the County shall forecast the community’s interest and needs for long range development and their implications on land use patterns and public services planning.

20.6.4 Land Use

This section shall describe, in mapped and written form, current development patterns, including thelocationsofmajorland useclassifications(residential,commercial,industrial,agricultural,and public), residential densities, commercial and industrial corridors, green space, and existing infrastructure including their capacities. St. Louis County’s current built environment contributes to worsening climate outcomes by encouraging resource consumption and automobile dependence. Both practices reduce regional air quality and destabilize local environmental equilibriums. This pattern needs to change. The Land Use element shall offer recommendations that encourage necessary equitable and sustainability land use planning, with process and procedure to incorporate climate resiliency into land use decisions. The process and procedures for land use decision should be clearly, defined, and structured for the Department to implement.

The Land Use element shall include a compilation of objectives, policies, goals, maps, and programs for the effective management of natural resources, such as major waterways, productive agricultural areas, environmentally sensitive areas, floodplains, and wetlands. Major study areas include air quality, water quality, wetlands protection, impervious surfaces, steep slope protection and tree preservation. The Respondent shall also prepare to discuss and include existing regulations and evaluate whether additional protections for these resources are warranted.

The plan shall identify and prioritize areas that are suitable for multiple types and scales of development, redevelopment and or revitalization. This includes identifying, categorizing, and prioritizing areas where large scale development should take place, areas where moderate development is appropriate, and areas that should be protected from development. Of particular importance, are areas where the County and its residents contend with flooding, the urban heat island effect, and other localized climate change impacts. The plan shall provide strategies and policies designed to mitigate these challenges, which disproportionately impact disinvested

20.6.5communities.

Infrastructure

The Plan shall provide recommendations regarding both traditional infrastructural typologies and future innovations. Traditional infrastructure encompasses major elements of the built environment, including but not limited to, road networks, bridges, and buildings that allow society to operate efficiently. Historically, local Departments of Transportation operating budgets and bond issuances have bolstered federal grants to fund infrastructure development. The Plan shall also consider how fundingassociated with the bipartisaninfrastructure legislationandthe Inflation Reduction Act can benefit St. Louis County. The Plan shall recommend methods for equitably distributing targeted infrastructure interventions. The specific focus needs to remedy the reality that low income communities are frequently left out of new infrastructure development, leaving

them removed from the improvements’ benefits and forced to contend with the effects of aging or obsolete infrastructure that contributes to poor societal outcomes.

Along with a traditional focus, the Plan shall also consider non traditional, innovative infrastructure improvements and funding mechanisms. Significant federal support for infrastructure projects has renewed enthusiasm for updating our metropolitan areas’ built environment. Improved energyefficiencyand expanding internet access are two especially critical elementstoamoderninfrastructureprogram. Ideally,majorinfrastructureinnovationwillfacilitate the development of additional urban amenities and will yield substantial local workforce

Particularlyopportunities.important

is an emphasis on implementing infrastructure improvements that better mitigate Climate Change’s impacts. St. Louis County must implement infrastructural adaptations that reduce the likelihood of and better withstand intense flooding, drought, and winter storms. All three of these destructive climate change manifestations have already undermined St. Louis County finances and residents’ wellbeing. In addition, improving potable and wastewater infrastructure is critical for maintaining our residents’ quality of life and protecting our natural environment. This element requires quantitative data, detailed maps, policyrecommendations, and implementation strategies for promoting long term resilience in the face of future climate

20.6.6challenges.

Economy

The consultant shall provide an analysis of economic trends, both nationally and locally, and provide an overview of existing economic conditions in the County. Additionally, an analysis of barriers to economic growth and mobility shall be provided. The element shall provide strategies to reduce or eliminate those barriers to create an equitable and sustainable economy. St. Louis Countyrequires aseries ofstrategies for encouragingbusiness and industrytogrowin an equitable and responsible manner.

The element shall identify existing commercial and industrial corridors, each corridor’s overall health, and strategies for continued development or redevelopment of those corridors. The Department is aware of, and has identified, corridors and areas in St. Louis County for revitalization. These are noted in section “Small Area Studies” herein.

Special consideration shall be given to retail corridors in St. Louis County. A combination of technological evolution and the COVID 19 pandemic have ushered in a new retail era. Traditional shopping malls have struggled to meet the demands of modern society. The Plan shall demonstrate strategies for facilitating the transformation of auto oriented strip malls into more vibrant, mixed use spaces. These same tactics shall influence how St. Louis County influences other non-retail businesses jeopardized by E Commerce, like banks, hospitals, and other professional services. With few greenfield development opportunities remaining in St. Louis County, there is a need to retrofit a built environment that does not adequately meet the current economic landscape.

To promote sustainable employment growth, the Plan must recognize the importance of expanding opportunities for historically disadvantaged communities. Workforce development strategy must attract outside talent and facilitate social mobility for current St. Louisans. The Plan shall propose strategies for leveraging economic assets, such as foundational industries and academic

institutions, while bolstering the strengths of emerging employment bases. Development of a new airport terminal and expanding spinoff opportunities related to such industries as agricultural technology and geographic information science show that St. Louis County remains a powerful business leader. The region now needs to reaffirm its stature in the Midwest while encouraging equitable growth across all major industrial sectors.

20.6.7 Culture and Entertainment

St. Louis is famous for its cultural and entertainment output. Our sports teams and arts venues unite a sometimes fragmented region. Not only are these cultural strengths a source of pride, but they also attract potential newcomers. The Plan shall estimate the cultural and economic value of the region’s entertainment venues, with special consideration for this sector’s impact on youth residents. Further, St. Louis County requires methods for expanding cultural opportunities in St. Louis County’s underserved neighborhoods and communities. Improving important quality of life measures cannot be targeted exclusively for better resourced areas. An equitable approach can work to benefit residents of marginalized communities and encourage other community members to visit those locations.

20.6.8 Housing

The Plan shall provide a housing element consisting of standards, plans, and principles for new andexistingresidents.Thiselementshallpromoteandprioritizechoice,diversity,andaffordability to meet the needs of the County’s workforce and resident population, with special consideration for low income, senior, and disabled residents. All proposals should balance accommodation for new residents with preserving existing quality of life for longer term residents. The housing element shall assess the age, value, occupancycharacteristics, and densityof the County’s housing stock. The housing element should assess locations where infill development and adaptive reuse opportunities are feasible. In particular, it shall identify policies and programs that promote the availability of land for the development or redevelopment of low-income and moderate-income

St.housing.Louis

County has experienced a prolonged period of population stagnation. In order to stimulate population growth, changes are necessary to expand diverse housing styles and production within St. Louis County. The County’s built environment does not accommodate growth, pushing residents into neighboring counties. This process yields significant cultural, environmental, and fiscal issues. Housing policyis crucial for stemmingpopulation losses, and the Plan shall devise strategies for addressing this regional challenge.

20.6.9 Transportation

The proposal shall provide plans and recommendations for improving the County’s transportation networks to provide for the efficient movement of people and goods and build resilience against the challenges presented by climate change. The Plan shall include an evaluation of the County’s existing road network hierarchy, along with recommendations for potential future jurisdictional transfer. Recommendations should consider accessibility for all County residents, with special attention paid to street design for children, low-income, mobility-challenged, senior residents, and other vulnerable populations. Transportation suggestions shall be integrated into land use decisions and recommendations.

The Plan shall examine the impacts of technological innovation including electric and autonomous vehicles and charging infrastructure. The department anticipates an imminent transition toward

renewable energy based transit services. St. Louis County has already begun transitioning its fleet to electric vehicles. While a shift towards sustainable transportation is necessary, the Department requires a forecast for how this transition may impact the current and future built environment. Of particular importance, the transportation element shall review fossil fueling locations and existing electric vehicle charging sites for clean energy and emission reduction transitions and potential environmental barriers to redevelopment. Analysis of future brownfield sites related to past fossil fuel dependence will assist the Department with remediating hazardous, contaminated Alonginfrastructure.withconsiderations

regarding impacts on personal automobiles and public transit networks, the transportation element shall recommend strategies for implementing the existing St. Louis County Action Plan for Biking and Walking issued in 2021. Recommendations for equitable infrastructure development is required, with special consideration for expanding electric vehicle charging stations and protected bike lanes in disinvested and disadvantaged communities in St. LouisCounty.Theconsultantisnotexpectedtopreparenewtrafficorpedestrianstudies,butrather to review the County’s Complete Streets ordinance and identify areas for walking and biking opportunities, including protected bike lanes and traffic control policies.

Ultimately, the element shall offer strategies and policy changes that expands multi modal transportation accessibility and introduces improved climate change resiliency.

20.6.10 Utilities

This element shall produce a compilation of objectives, policies, goals, maps, and programs to guide the future development of utilities and community facilities in St. Louis County. Comprehensive planning of traditional utilities shall consider, including but not limited to, clean energy generation such as solar, wind, hydropower, geothermal, and nuclear sources, biomass waste to energy (WtE), sanitary sewer services, on site wastewater treatment technologies, storm water management, water supply, solid waste disposal, etc. Energy consumption is a major greenhouse gas contributor.ThePlanshall proposeopportunities forreducingenergyconsumption without unduly hindering economic productivity. The element shall include an approximate timetable that forecasts the need in St. Louis County to expand or rehabilitate existing utilities and facilities or to create new utilities and facilities and shall assess future needs for government services in St. Louis County that are related to such utilities and facilities. The element will consider sewer infrastructure capacity and the demands of existing and future land uses and development

Technologicalstrategies.advancements

have increased dependence on and necessity of broadband access. Improving internet and telecommunication availability for low income households and other isolated groups is critical for ensuring equitable economic growth. This has been made even more evident by the disparities and disadvantages experienced by communities with limited broadband access during the Covid 19 pandemic. This element shall provide recommendations for expanding last and middle mile infrastructure to bolster regional broadband access.

20.6.11

Other Taxing Districts & Public Facilities

This element shall analyze the existing service provision network in the County, including but not limitedto,policeservices; fireservices; parksandrecreationfacilities; land,building,andfacilities owned by the County; community development services; and human and social services. The element shall discuss the existing concentrations of service provision and shall identify areas of

needed new or improved services. Further, the Plan shall identify funding opportunities, process and programming improvements, and implementation strategies for new or improved service provision. This analysis is to ensure the best in class public services for County residents, businesses, and municipal partners.

20.6.12 Code & Ordinance

The Plan shall review and provide recommendations of St. Louis County’s most critical codes and ordinances, specifically for land use, development, redevelopment, and revitalization of unincorporated St. Louis County. Detailed reevaluation of the County’s governing codes is required for St. Louis County to achieve equitably sustainable growth. The Plan shall offer practical strategies for improving these codes so that St. Louis County can achieve its goals.

Review the County’s Zoning and Subdivision Codes to ensure that new development and re development takes into consideration market conditions and demands, the character of the County, and the need for affordable housing. The plan should examine zoning and subdivision regulations and potential impediments to future growth and development that may require zoning or subdivision ordinance amendments. The plan can recommend the removal of obsolete regulations and increased consistency between each of the zoning articles and districts. The element shall include any recommendations and strategies for implementing new zoning overlay districts in St. Louis

WhileCounty.thedrafting

of new laws is not expected in the initial comprehensive plan, the Respondent shall specifically identify and make recommendations for any zoning amendments, with any sample legislation, if available. A narrative and timeline showing a phased implementation of any recommendations shall be provided in the Plan.

The Comprehensive Plan shall also consider County building codes. The plan element shall include a review of existing adopted County building code. The analysis of the existing building code shall examine inefficiencies and impediments to land use and climate goals. Recommendations may include removal of obsolete regulations, introduction of new regulations aimed at meeting land use and climate goals, and increased efficiency in the permitting and review

Thisprocess.element

shall discuss the viability of special use districts as a regulatory tool. This shall include a discussion of existing special use districts in other jurisdictions, potential administrative burdens, and effectiveness of special use districts in achieving desired outcomes.

20.6.13

Studies and Cost-Benefit Estimates

The Plan shall recommend small areas and corridors in St. Louis County that demonstrate potential for equitable and sustainable development, redevelopment, and revitalization. The Respondent shall offer rationale for why those specific geographic locations’ social, economic, and environmental conditions make them appropriate for localized analysis. The Department has identified the following areas of particular interest:

South County Center

Lemay and South Broadway Street

Spanish Lake and Bellefontaine Road

20.7 MAPPING TOOL

As outlined in the deliverable’s summary the third Respondent deliverable for St. Louis County shall be a comprehensive scenario planning mapping tool that projects environmental, social, economic, and redevelopment processes in St. Louis County. The tool shall enable scenario planning with three dimensional modeling capability, a user friendly dashboard, and built in reporting function. The following information details the considerations and element of the third deliverable for Respondents.

At its most basic level the Department’s current existing map highlights the incorporated (including municipal names) and unincorporated regions of St. Louis County. The map allows users to locate specific parcels by street address and/or locator number. Once a parcel is located, users can review St. Louis CountyAssessor data related to ownership and land value, among other information. Other mapping capabilities include highlighting departmental jurisdictions, zoning districts, zoning petition numbers, MSD infrastructure, and aerial images from 1937 to 2018.

The Department requires a flexible adaptive mapping and modeling deliverable rather than a series of staid future land use recommendations. Like most, our regional community and local government in St. Louis County faces incredible challenges, whether related to industrial shifts, climate adaptations, or population losses. The series of mapping overlays shall exhibit predictive forecastingrelatedtosuchtopicsaschangesintreecanopycoverage,urbanheatislands,floodplain risk, and population patterns by the year 2050. The Respondent shall deliver an interactive comprehensive mapping tool with user-friendly dashboard functions and economic, social and environmental mappingoverlayfeatures that allows the Department to model, index, calculate and plan equitable and sustainability future land use and infrastructure opportunities for development, redevelopment, and revitalization in St. Louis County.

Central to the Plan, these interactive mapping tool proposals shall assist Planning staff and other colleagues in making informed decisions for evaluating development proposals and preparing St. Louis County land use and infrastructure planning. The comprehensive plan, recommendations and mapping tool shall also assist the Department of Planning and stakeholders in making informed federal, state, regional local and community specific financial investments including the need for traditional government taxing, bonding, public budget, grant, and philanthropic fiscal decisions. The maps’ adjustable forecasting shall improve the Plan’s pragmatic utility, allowing for efficient implementation into existing planning workflow. Ultimately, adaptive mapping tools shall encourage holistic planning that will benefit all St. Louis County community members.

The tool shall enable scenario planning with forecasting modeling options related and including, but not limited to, the following topics:

Land Development Watershed & Flood Prone Areas

Demographics

Urban Heat Island

Tree Canopy

Promise Zone

Housing Densities and Typologies Housing Affordability

Housing Demand

Traffic Impacts/Trip Generation

15 minute neighborhood? (access to work, school, amenities, healthcare, retail)

Public Transit and Micro Transit

Bus Routes/K 12 Transportation

Bike/Pedestrian Facilities

Electric Vehicle Charging Infrastructure

Fiscal Impacts

Economic Impacts

Socio economic Impacts

Blueways, Greenways, and Trails

Net Zero Climate Solutions Public Spaces (Parks, Greenspace, Plazas, etc.)

USDA/Agriculture Food Insecurity

Solid Waste Disposal and Waste Diversion Environmental Quality Standards

Vector and Animal Control American Disabilities Act (ADA) Concentration of non English speaking households

20.8 PLAN ADOPTION

As outlined in the summary the fourth Respondent deliverable requires the Firm to work closely with the Department of Planning through the local government adoption process including preparing and presenting the final plan and tools to the Executive Coalition, Planning Commission and St. Louis County Council.

The Services Firm shall prepare presentations for local government stakeholders as part of the comprehensive plan adoption process. Presentations shall include, but may not be limited to, ExecutiveStakeholderCoalition,Department ofPlanning,St. Louis Countydepartment leadership and staff, County Executive and Administration, Planning Commission and St. Louis County ThroughoutCouncil.

the planning process, Planning Commission members and council aides shall be kept abreast of Plan developments. Respondent staff shall issue quarterly reports to the Planning Commission. Upon completion of the plan final draft, the Respondent shall present an overview to the Planning Commission, including a copy of the Plan and an executive summary at an Executive Meeting. In preparation for the subsequent Executive Meeting two weeks later, the Department will submit the final draft of the Plan to the Planning Commission. The Planning Commission will deliberate and then vote on whether to adopt the Plan. The Department will provide assistance to the Respondent in drafting the Planning Commission’s Letter of Recommendation to the County Council.

Procedurally, adoption of the Comprehensive Plan requires four meetings before the County Council. The Planning Commission’s recommendation will be issued to the County Council the day after the Commission’s vote of approval of the Letter of Recommendation. At the next regularly scheduled meeting of the County Council the Letter of Recommendation from the Commission will be received and filed, and the County Counselor will be directed to draft the appropriate legislation. The County Council Clerk will read the bill into the record during the following meeting. The Council Members will vote to perfect the bill’s language at the third meeting. At the fourth meeting, the County Council will vote for final passage of the legislation, after which the County Executive will sign the legislation, rendering it effective.

20.9 PLAN IMPLEMENTATION

As outlined in the summary the fifth Respondent deliverable for St. Louis County shall outline the recommended approach and process for comprehensive plan implementation to achieve equitable and sustainable comprehensive planning goals and targets in St. Louis County by 2050, with milestones in 2030 and 2040, and the stipulated regulatory County Charter five year updates. The following information details the considerations and element of the fifth deliverable for TheRespondents.Respondent shall outlineanddescribetherecommended approach,strategies, process, budget, and funding preparation required to implement the comprehensive plan from 2025 through 2050. The implementation recommendations and approach shall be derived from the planning process facilitation and comprehensive plan document that include specific milestones to be achieved by 2030 and by 2040 that accelerate St. Louis County efforts to achieve 2050 equitable sustainability land use and infrastructure goals and targets. The approach and recommendations will also be required to include the stipulated incremental five-year plan updates that are required by St. Louis County Charter. The implementation schedule and recommendations shall include accountable actions across St. Louis County local government and St. Louis County stakeholders, overseen and administered by the Department of Planning.

The Respondent shall provide the Department recommended implementation approaches for the Plan that shall include, but will not be limited to, the following as detailed below:

20.9.1 Implementation Strategies

This section shall identify specific, achievable, measurable, realistic, and timely steps that will be taken to achieve the plan’s stated goals, objectives, and target deadlines. Implementation strategies shall serve as a guide for County departments and the County Council in adopting ordinances, resolutions, programs and policies, and general public support to allocate resources to achieve the stated goals and objectives of the plan. The Plan should organize recommendations based on intensity of commitment (short vs. long term goals) and category. Some recommendations may require policy changes while others focus on capital improvements. A hierarchy of priorities will motivatecollaborativepartnersanddirect planimplementation. Aflexibleflowchart shall organize goals and loose milestones.

The Department anticipates that the Professional Planning Service Firm will integrate insights, critiques, and suggestions from different stakeholder community groups to ensure broad support. Therefore, the Department acknowledges that the content of the implementation plan may evolve during the comprehensive planning process.

20.9.2 Implementation Outline

Theoutlinedescribes andformalizestheapproachfortheCountytoimplementtheComprehensive Plan. Ideally, the Executive Committee shall assign responsibilities and projects to appropriate departmentalpersonnel,settingexpectationsfordeadlinesandgoals.VariousPlancommitteeswill relyonthePlanforsettingexpectations amongst collaborativepartners.The Respondent willassist the Department with identifying pragmatic strategies for maintaining partner responsiveness and accountability. The Department does not want a plan that is ultimately sidelined and forgotten.

20.9.3 Budget & Funding Preparation Guidance

The Respondent shall advise the Department in Comprehensive Planning implementation preparations including but not limited to funding plan recommendations through annual budget process and procedures as well as grant, philanthropic, and local government ballot

SECTION 21 EVALUATION CRITERIA

Respondents written proposals will be evaluated by the Evaluation Committee according to the STLCO 2050 Scoring Matrix Phases as follows: Phase 1 Minimum Qualifications Phase 2 Invited Written Proposals Phase 3 Top Ranked In person Oral Presentations Phase 4 Pricing

SECTION 22 - STLCO 2050 SCORING MATRIX

St. Louis County’scommitmentto anopen,transparent government includes sharingthefollowing RFP STLCO 2050 Scoring Matrix. The following matrix is an example of the format the County Evaluation Committee (EC) will be using to score the phases of the RFP process with the intent of awarding a contract to provides services to St. Louis County as described in the RFP herein

SECTION 23 - RFP MILESTONES

Respondents acknowledge that the attached RFP Milestones are tentative and subject to change at the sole discretion of the County. RFP Milestones may be updated as addenda to the RFP document. It is the Respondents sole responsibility to confirm updates, deadlines and additional information related to the RFP milestones.

SECTION 24 - FORMS & ATTACHMENTS

St. Louis County Government requires all Respondents to complete and submit all minimum qualification forms along with a letter of intent to respond to the County RFP, and if invited to submit a written proposal, Respondents will also be required to complete, execute and submit all additional required County forms to be fully considered for selection.

24.1 MINIMUM QUALIFICATIONS FORMS & LETTER OF INTENT FORMAT

24.1.1 Form 1 Business Profile Form

24.1.2 Form 2 Minimum Qualifications Questionnaire

24.1.3 Form 3 Economic Disclosure Statement

24.1.4 Form 4 M/WBE Participation Acknowledgement

24.1.5 Form 5 Acceptance of Pricing

24.1.6 Letter of Intent Two (2) Page Limitation

24.2 WRITTEN PROPOSAL REQUIRED FORMS

24.2.1 Respondent Proposal

24.2.2 Form 7 Workforce Authorization Affidavit

24.2.3 Form 8 E Verify Form

24.2.4 Form 9 Contract Insurance Requirements & Certification

24.2.5 Form 10 Respondent M/WBE Utilization Plan Affidavit

24.2.6 Form 11 M/WBE Letter of Intent

24.2.7 Form 12 Project Team Expertise Form 24.2.8 Form 13 Business Reference Form (Three References) 24.2.9 Form 14 Local Vendor Preferences 24.2.10 Form 15 Sustainability and Electric Vehicle Preferences 24.2.11 Form 16 Additional Pricing Disclosure

24.3 ORAL PRESENTATION FORM

24.3.1 Form #17 Invited In person Oral Presentation Confirmation

24.4 CONTRACT NEGOTIATIONS

24.4.1 Exhibit 18 Statement of Confidentiality (NDA)

Respondent Name

STLCO 2050 Scoring Matrix

Phase 1 - Minimum Qualifications

Timeliness

Completeness

Minimum Qulifications Questionnaire

Letter of Intent

Phase 2 - Written Proposal

Timeliness

Completeness

M/WDBE Form

Local

Comprehensive Plan Document

Total Score

BASIS FOR SCORE

Arrived by deadline; 1 points available; Pass/Fail

Submittal includes all required forms; 1 points available; Pass/Fail

Meets all minimum qualifcations, types of planning experience, and price of project, local government experience; scaled 1-3 with 1 being limited experience or experience only with small projects and 3 being mutliple years of experience with large projects

Comprehensive planning experience, level of project and local government interest; scaled 0-5 with 0 being less than five years experience and 5 being more than 20 years experience

BASIS FOR SCORE

Arrived by deadline; 1 point available; Pass/Fail

Submittall includes completion of all required forms and required format; 1 point available; Pass/Fail

Meets minimum requirement; scaled 0-3 Existence of a local office or team; 2 points available; pass/fail

Demonstrates commitment to sustainability; scaled 0-4 Entirety of team demonstrated experience across all deliverables; scaled 1-4 with 1 being personnel has limited experience with all deliverables and 4 being team has multiple personnel with experience for multiple deliverables Demonstrates ability to meet all deliverables; scaled 1-5 with 1 being some deliverables are not fully addressed and 5 being equal amount of detail provided for each of the five deliverables

Demonstrates ability to facilitate community and local government engagement; scaled 0-10 with 0 being not addressed and 10 being detailed and clearly presented planning process facilitation strategy

Demonstrates understanding of all required comprehensive plan deliverables, deisgn, and elements; scaled 0-10 with 0 being missing elements and 10 being expertise demonstrated across all plan elements.

Mapping

Demonstrates familiarity with advanced GIS modeling, forecasting, and scenario planning; scaled 0-5 with 0 being demonstrates basic or limited knowledge of mapping/modeling capabilities and 10 being demonstrates ability to produce custom mapping/modeling tools to analyze development proposals and prepare and compare land use and infrastructure scenarios

Plan Implementation

Plan Adoption

Overall Quality of Proposal

Demonstrates ability to create actionable implementation strategies; scaled 0-5 with 0 being limited proposed strategies that lack actionable ideas and 5 being outlining a detailed approach to implementation and actionable strategies for achieving comprehensive planning, equity, and sustainability goals.

Demonstrates ability to guide plan with Department through adoption process; scaled 0-5 with 0 being limited knowledge of local government plan adoption prcoesses and 5 being demonstrates a cohesive strategy for plan adoption

Written proposal is clear, professional, and demonstrates understanding of the RFP scope of services; scaled 0-5 with 0 being proposal lacks cohesiveness and does not reflect the RFP scope of services and 10 being proposal demonstrates respondent's mastery of the RFP scope of services

Organization scaled 0-3 with 0 being no clear structure to the presentation and 3 being presentation is well thought out and reflects full scope of propsoal slides/accompanying media is clear and supports the presentation; scaled 0-5 with 0 being slides/media are difficult to read or understand and do not support the proposal and 5 being slides/media are easily understood and provide additional insight into the proposal scaled 0-2 with 0 being unprepared, not on time and 2 being clear communication

Demonstrates full knowledge of the RFP scope of services; scaled 0 to 5 with 0 being unable to answer questions regarding proposal and presentation or how it relates to the scope of services and 5 being clearly answers questions regarding proposal and presentation and provides further clarifying information

Phase FOR

STATEMENT OFANDQUALIFICATIONS

REQUESTFORPROPOSAL SOLICITATIONMILESTONES

REQUEST FOR PROPOSAL TITLE AND NUMBER MILESTONE DATE

PROPOSAL ISSUED 9/30/22

MANDATORY PRE-PROPOSAL CONFERENCE RSVP TO DIVISION OF PROCUREMENT DESIGNATED POINT OF CONTACT 10/07/22

MANDATORY PRE PROPOSAL CONFERENCE AT LOCATION TBD 10/13/22

LAST DAY FOR QUESTIONS FROM POTENTIAL RESPONDENTS ACCEPTED 10/18/22

ADDENDUM ISSUED TO RESPOND TO QUESTIONS 10/21/22

MINIMUM QUALIFICATIONS AND LETTER OF INTENT TO RESPOND DEADLINE 10/31/22

EVALUATION COMMITTEE REVIEWS MINIMUM QUALIFICATIONS AND LETTERS OF INTENT 11/04/22

EVALUATION COMMITTEE SCORES MINIMUM QUALIFICATIONS AND LETTERS OF INTENT 11/16/22

DIVISION OF PROCURMENT EXTENDED INVITATIONS FOR WRITTEN PROPOSALS 11/17/22

WRITTEN PROPOSAL DUE DATE 12/30/22

EVALUATION COMMITTEE AND DIVISION OF PROCUREMENT CONFIRM PROPOSALS MEET SUBMISSION REQUIREMENTS 01/05/23

EVALUATION COMMITTEE MEETS TO DISCUSS WRITTEN PROPOSALS/REVIEW SCORING MATRIX 01/10/23

EVALUATION COMMITTEE INDIVIDUALLY REVIEWS AND SCORES WRITTEN PROPOSALS 01/20/23

EVALUATION COMMITTEE MEETS TO REVIEW TOTAL SCORES 01/23/23

DIVISION OF PROCUREMENT SENDS INVITATIONS FOR PROPOSAL PRESENTATIONS TO 2 OR 3 RESPONDENTS 01/24/23

PROPOSER INTERVIEWS/PRESENTATIONS 01/31/23

EVALUATION COMMITTEE MEETS TO DISCUSSANDSCORE ORAL PRESENTATIONS AND SELECT FIRM FOR CONTRACT NEGOTIATIONS 02/02/23

DIRECTOR OF PLANNING PREPARES RECOMMENDATION ANDSUBMITSTODIRECTOR OF PROCUREMENTAND ADMIN CHIEF 02/06/23

DEPARTMENTDIRECTORSUBMITSREQUESTFORLEGISLATIONTOCOUNTYEXECUTIVE;MUSTINCLUDECERTIFICATIONBY PROCUREMENT

02/08/23

COUNTY EXECUTIVEREVIEWSAND SUBMITSREQUESTFOR LEGISLATION TOCOUNTY COUNCIL 02/10/23

COUNTY COUNCIL REVIEW 02/14/23 03/07/23

APPROVEDLEGISLATIONSIGNEDBYCOUNTY EXECUTIVE 03/08/23

EFFECTIVE DATE OF ORDINANCE 03/23/23

FINAL COPIES OF CONTRACT SENT TO AWARDEDFIRM FOR SIGNATURE 03/24/23

CONTRACT ROUTED FOR COUNTY SIGNATURES 03/27/23

AWARDED FIRM MEETS WITH DEPARTMENT OF PLANNING TO BEGIN COMPREHENSIVE PLANNING PROCESS 04/03/23

Page 1 of 1 P303 RFP Milestones Rev. 09/19

Form 1

Business Profile Form

List the name and title of those individuals in the organization who are authorized to execute proposals, contracts, and other documents and/or instruments on behalf of the organization. Specify if more than one signature is required.

Name Title Signature Email Office Phone Mobile Phone

Form 2

MinimumQuestionnaireQualifications

Respondent is required to submit a completed Minimum Qualifications Questionnaire for each prime, joint venture partner, and subcontractor(s), as applicable.

Business Information

Legal Name of Firm Point of Contact Name

Minimum Planning Qualifications

1.Does your firm have experience with local government comprehensive planning? ___ Yes ___ No

a.If yes: How many years of experience:

Number of Projects:

Largest Contract Amount:

2.Does your firm have experience with sustainability? ___ Yes ___ No

a.If yes: How many years of experience:

Number of Projects:

Largest Contract Amount:

3. Does your firm have experience with equity planning? ___ Yes ___ No

a.If yes: How many years of experience:

Number of Projects:

Largest Contract Amount:

4.Does your firm have experience with community outreach and engagement? ___ Yes ___ No

a.If yes: How many years of experience:

Number of Projects: Largest Contract Amount:

Form 2

MinimumQuestionnaireQualifications

5.Has your firm had experience with economic development services? ___Yes ___No

a.If yes: How many years of experience:

Number of Projects: Largest Contract Amount:

6.Has your firm had experience with Code and Ordinance Rewrites? ___ Yes ___ No

a.If yes: How many years of experience:

Number of Projects: Largest Contract Amount:

7.Has your firm had experience with Scenario Planning? ___ Yes ___ No

a.If yes: How many years of experience:

Number of Projects:

Largest Contract Amount:

8.Has your firm had experience with Infrastructure planning? ____ Yes ____ No

a.If yes: How many years of experience:

Number of Projects: Largest Contract Amount:

9.Has your firm had experience with housing? ___ Yes ___ No

a.If yes: How many years of experience:

Number of Projects: Largest Contract Amount:

Form 2

MinimumQuestionnaireQualifications

10.Has your firm had experience with transportation? ___ Yes ___ No

a.If yes: How many years of experience:

Number of Projects: Largest Contract Amount:

11.Has your firm had experience creating a comprehensive plan? ___ Yes ___ No

a.If yes: How many years of experience:

Number of Projects: Largest Contract Amount:

12.Has your firm had experience creating a land use plan? ___ Yes ___ No

a.If yes: How many years of experience:

Number of Projects: Largest Contract Amount:

13.Has your firm had experience with sustainability plans? ___ Yes ___ No

a.If yes: How many years of experience:

Number of Projects: Largest Contract Amount:

14. Has your firm had experience with Equity planning? ___ Yes ___ No

a.If yes: How many years of experience:

Number of Projects: Largest Contract Amount:

Form 2

MinimumQuestionnaireQualifications

Minimum Facilitation Qualifications

Has your firm had experience with the following (check all that apply):

1.Stakeholder Outreach and Engagement ___ Yes ___ No

a.If yes: How many years of experience:

Number of Projects:

Largest Contract Amount:

2.Coalition Building ___ Yes ___ No

a.If yes: How many years of experience:

Number of Projects:

Largest Contract Amount:

3.Creating/Conducting Surveys ___ Yes ___ No

a.If yes: How many years of experience:

Number of Projects:

Largest Contract Amount:

4.Steering Committees ___ Yes ___ No

a.If yes: How many years of experience:

Number of Projects:

Largest Contract Amount:

5.Work Group Facilitation ___ Yes ___ No

a.If yes: How many years of experience:

Number of Projects: Largest Contract Amount:

Form 2

MinimumQuestionnaireQualifications

6.Facilitating Public Meetings/Townhalls (either virtual or in person) ___ Yes ___ No

a.If yes: How many years of experience:

Number of Projects:

Largest Contract Amount:

7.Digital Strategy or web-based engagement ___ Yes ___ No

a.If yes: How many years of experience:

Number of Projects:

Largest Contract Amount:

8.Elected officials ___ Yes ___ No

a.If yes: How many years of experience:

Number of Projects:

Largest Contract Amount:

9.Other facilitation qualifications:

Form 2

MinimumQuestionnaireQualifications

Plan Adoption

Has your firm had experience with the following (check all that apply):

1.Presenting plan to local governments ___ Yes ___ No

a.If yes: How many years of experience:

Number of Projects:

Largest Contract Amount:

2.Presenting plan to local commissions ___ Yes ___ No

a.If yes: How many years of experience:

Number of Projects: Largest Contract Amount:

3.Presenting plan to local Councils ___ Yes ___No

a.If yes: How many years of experience:

Number of Projects:

Largest Contract Amount:

Implementation of Comprehensive Plans

Has your firm had experience with the following (check all that apply):

1.Providing policy recommendations ____ Yes ___ No

2.Programing ____ Yes ___ No

3.Budget Preparation ____ Yes ___ No

4.Funding Recommendations ____ Yes ___ No

Form 3

EconomicStatementDisclosure

Respondents are required to submit a completed EDS forms for every entity that has a controlling interest in the Respondent team.

Section I: General Information

A. Legal Name of the Disclosing Party submitting this EDS. Include d/b/a/ if applicable:

Check ONE of the following three boxes: Indicate whether the Disclosing Party submitting this EDS is:

1.___ the Applicant

2.___ a legal entity currently holding, or anticipated to hold within six months after County action on the contract, transaction or other undertaking to which this EDS pertains (referred to below as the “Matter”), a direct or indirect interest in excess of 7.5% in the Applicant. State the Applicant’s legal name:

3.___ a legal entity with a direct or indirect right of control of the Applicant. State the legal name of the entity in which the Disclosing Party hold a right of

B. Business Address of the Disclosing Party:

C. Phone Number: Email Address: Name of Contact Person:

E. Federal Employer Identification No. (if you have one):

F. Brief description of the Matter to which this EDS pertains. (Include project number and location of property, if applicable): Name: #:

Form 3

Economic Disclosure Statement

Section II: Disclosure of Ownership Interests

A.NATURE OF THE DISCLOSING PARTY

1.Indicate the nature of the Disclosing Party: ___ Person ___ Limited liability company ___ Publicly registered business corporation ___ Joint Venture ___ Limited partnership ___ Sole proprietorship ___ Not-for-profit corporation ___ General partnership (Is the not-for-profit corporation also a 501(c)(3))? __ Yes __ No ___ Trust ___ Limited partnership ___ Other (please specify): ________________________________

2.For legal entities, the state (or foreign country) of incorporation or organization, if applicable:

3.For legal entities not organized in the State of Missouri: Has the organization registered to do business in the State of Missouri as a foreign entity? ___ Yes ___ No ___ Organized in Missouri

B.IF THE DISCLOSING PARTY IS A LEGAL ENTITY:

1. List below the full names and titles, if applicable, of (i) all executive officers and all directors of the entity; (ii) for not-for-profit corporations, all members, if any, which are legal entities (if there are no such members, write “no members which are legal entities”); (iii) for trusts, estates or other similar entities, the trustee, executor, administrator, or similarly situated party; (iv) for general or limited partnerships, limited liability companies, limited liability partnerships or joint ventures, each general partner, managing member, manager or any other person or legal entity that directly or indirectly controls the day-to-day management of the Applicant.

2. Additionally list below the following information concerning each person or legal entity having a direct or indirect, current or prospective (i.e. within 6 months after County action) beneficial interest (including ownership) in excess of 7.5% of the Applicant. Examples of such an interest include shares in a corporation, partnership interest in a partnership or joint venture, interest of a member or manager in a limited liability company, or interest of a beneficiary of a trust, estate or other similar entity. If none, state “None.”

NOTE: Each legal entity listed below may be required to submit an EDS on its own behalf.

Form 3 Disclosure Statement

Form 3

Economic Disclosure Statement

Section III: Income or Compensation to, or ownership by, County Elected Officials

Has the Disclosing Party provided any income or compensation to any County elected official during the 12-month period preceding the date of this EDS? ___ Yes ___ No

Does the Disclosing Party reasonably expect to provide any income or compensation to any County elected official during the 12-month period following the date of this EDS? ___ Yes ___ No

If “yes” to either of the above, please identify below the name(s) of such County elected official(s) and describe such income or compensation:

Does any County elected official or, to the best of the Disclosing Party’s knowledge after reasonable inquiry, any County elected official’s spouse or domestic partner, have a financial interest in the Disclosing Party? ___ Yes ___ No

If “yes” please identify below the name(s) of such County elected official(s) and/or spouse(s)/domestic partner(s) and describe the financial interest(s).

Form 3

Economic Disclosure Statement

Section IV: Disclosure of Subcontractors and other retained Parties

The Disclosing Party must disclose the name and business address of each subcontractor, attorney, registered lobbyist, accountant, consultant and any other person or entity whom the Disclosing Party has retained or expects to retain in connection with the Matter, as well as the nature of the relationship, and the total amount of the fees paid or estimated to be paid. The Disclosing Party’s regular payroll.

If the Disclosing Party is uncertain whether a disclosure is required under this Section, the Disclosing Party must either ask the County whether disclosure is required or make the disclosure.

Name (indicate whether retained or anticipated to be retained)

Business Address Relationship to Disclosing (subcontractor,Partyattorney,lobbyistetc.)

Fees (indicate whether paid or estimated) NOTE: “hourly rate” to “t.b.d.” is not anansweracceptable

___ Check here if the Disclosing Party has not retained, nor expects to retain, any such persons or entities.

Form 3

Economic Disclosure Statement

Section V: Certifications

A.COURT-ORDERED CHILD SUPPORT COMPLIANCE

Substantial owners of business entities that contract with the County must remain in compliance with their child support obligations throughout the contract’s term.

Has any person who directly or indirectly owns 10% or more of the Disclosing Party been declared in arrearage on any child support obligations by any Missouri court of competent jurisdiction?

___ Yes ___ No ___ No person directly or indirectly owns 10% or more of the Disclosing Party.

If “Yes” has the person entered into a court-approved agreement for payment of all support owed and is the person in compliance with that agreement? ___ Yes ___ No

B.FURTHER CERTIFICATIONS

1.This paragraph applies only if the Matter is a contract being handled by the County’s Division of Procurement. In the 5-year period preceding the date of this EDS, neither the Disclosing Party nor any Affiliated Entity has engaged, in connection with the performance of any public contract, the services of any integrity monitor, independent private sector inspector general, or integrity compliance consultant (i.e., an individual or entity with legal, auditing, investigative, or other similar skills, designated by a public agency to help the agency monitor the activity of specified agency vendors as well as help the vendors reform their business practices so they can be considered for agency contracts in the future, or continue with a contract in progress).

2.The Disclosing Party and its Affiliated Entities are not delinquent in the payment of any fine, fee, tax or other source of indebtedness owed to St. Louis County, including, but not limited to, license fees, parking tickets, property taxes and sales taxes, nor is the Disclosing Party delinquent in the payment of any tax administered by the Missouri Department of Revenue.

3.The Disclosing Party and, if the Disclosing Party is a legal entity, all of those persons or entities identified in this EDS:





Are not presently debarred, suspended, proposed for debarment, declared ineligible or voluntarily excluded from any transactions by any federal, state or local unit of government;

Have not, during the 5 years before the date of this EDS, been convicted of a criminal offense, adjudged guilty, or had a civil judgment rendered against them in connection with: obtaining, a public transaction; a violation of federal or state antitrust statutes; fraud; embezzlement; theft; forgery; bribery; falsification or destruction of records; making false statements; or receiving stolen property;



Form 3

Economic Disclosure Statement

Are not presently indicted for, or criminally or civilly charged by, a government entity (federal, state, or local) with committing any of the offenses set forth in subparagraph (b) above;

 Have not, during the 5 years before the date of this EDS, had one or more public transactions (federal, state or local) terminated for cause or default; and



Have not, during the 5 years before the date of this EDS, been convicted, adjudged guilty, or found liable in a civil proceeding, or in any criminal or civil action, including actions concerning environmental violations, instituted by the County or by the federal government, any state, or any other unit of local government.

4.The Disclosing Party understands and shall comply with the applicable requirements of the current St. Louis County Charter

5.Certifications (5), (6) and (7) concern:



The Disclosing Party;





Any “Contractor” (meaning any contractor or subcontractor used by the Disclosing Party in connection with the Matter, including but not limited to all persons or legal entities disclosed under Section IV, “Disclosure of the Subcontractors and Other Retained Parties”);

Any “Affiliated Entity” (meaning a person or entity that, directly or indirectly: controls the Disclosing Party, is controlled by the Disclosing Party, or is, with the Disclosing Party, under common control of another person or entity). Indicia of control include, without limitation: interlocking management or ownership; identity of interests among family members, shared facilities and equipment; common use of employees; or organization of a business entity following the ineligibility of a business entity to do business with federal or state or local government, including the County, using substantially the same management, ownership, or principals as the ineligible entity. With respect to Contractors, the term Affiliated Entity means a person or entity that directly or indirectly controls the Contractor, is controlled by it, or, with the Contractor, is under common control of another person or entity;

 Any responsible official of the Disclosing Party, any Contractor or any Affiliated Entity or any other official, agent or employee of the Disclosing Party, any Contractor or any Affiliated Entity, acting pursuant to the direction or authorization of a responsible official of the Disclosing Party, any Contractor or any Affiliated Entity (collectively “Agents”).

Neither the Disclosing party, nor any Contractor, nor any Affiliated Entity of either the Disclosing Party or any Contractor, nor any Agents have, during the 5 years before the date of the EDS, or, with respect to a Contractor, an Affiliated Entity, or an Affiliated Entity of a Contractor during the 5 years before the date of such Contractor’s or Affiliated Entity’s contract or engagement in connection with the a.bribedMatter:or attempted to bribe, or been convicted or adjudged guilty of bribery or attempting to bribe, a public officer or employee of the County, the State of Missouri, or any agency of the

Form 3

Economic Disclosure Statement

federal government or of any state or local government in the United States of America, in that officer’s or employee’s official capacity; b.agreed or colluded with other Respondents or prospective Respondents, or been a party to any such agreement, or been convicted or adjudged guilty of agreement or collusion among Respondents or prospective Respondents, in restraint of freedom of competition by agreement to bid a fixed price or otherwise; or c.made an admission of such conduct described in subparagraph (a) or (b) above that is a matter of record, but have not been prosecuted for such conduct; or d.violated the provisions referenced (a)(4) (Contracts Requiring a Base Wage); (a)(5)(Debarment Regulations); or (a)(6)(Minimum Wage Ordinance).

6.Neither the Disclosing Party, nor any Affiliated Entity or Contractor, or any of their employees, officials, agents or partners, is barred from contracting with any unit of state or local government as a result of engaging in or being convicted of (1) bid-rigging; (2) bid-rotating; or (3) any similar offense of any state or of the United States of America that contains the same elements as the offense of bid-rigging or bid-rotating.

7.Neither the Disclosing Party nor any Affiliated Entity is listed on a Sanctions List maintained by the United States Department of Commerce, State, or Treasury, or any successor federal agency.

8.[FOR APPLICANT ONLY] (i) Neither the Applicant nor any “controlling person” for applicability and defined terms of the Applicant is currently indicted or charged with , or has admitted guilt of, or has ever been convicted of, or placed under supervision for, any criminal offense involving actual, attempted, or conspiracy to commit bribery, theft, fraud, forgery, perjury, dishonesty or deceit against an officer or employee of the County or any “sister agency”; and (ii) the Applicant understands and acknowledges that compliance with EDS and the current St. Loui County Charter is a continuing requirement for doing business with the County.

9.[FOR APPLICANT ONLY] The Applicant and its Affiliated Entities will not use, nor permit their subcontractors to use, any facility listed as having an active exclusion by the U.S. EPA on the federal System for Award Management (“SAM”).

10.[FOR APPLICANT ONLY] The Applicant will obtain from any contractors/subcontractors hired or to be hired in connection with the Matter certifications equal in form and substance to those in Certifications (2) and (9) above and will not, without the prior written consent of the County, use any such contractor/subcontractor that does not provide such certifications or that the Applicant has reason to believe has not provided or cannot provide truthful certifications.

Form 3

Economic Disclosure Statement

11.If the Disclosing Party is unable to certify to any of the above statements in this Part B (Further Certifications), the Disclosing Party must explain below:

If the Letters “NA,” the word “None,” or no response appears on the lines above, it will be conclusively presumed that the Disclosing Party certified to the above statements.

12.To the best of the Disclosing Party’s knowledge after reasonable inquiry, the following is a complete list of all current employees of the Disclosing Party who were, at any time during the 12-month period preceding the date of this EDS, an employee or elected or appointed official, of St. Louis County (if none, indicate with “N/A” or “none”).

13.To the best of the Disclosing Party’s knowledge after reasonable inquiry, the following is a complete list of all gifts that the Disclosing Party has given or caused to be given, at any time during the 12month period preceding the execution date of this EDS, to an employee, or elected or appointed official, of St. Louis County. For purposes of this statement, a “gift” does not include: (i) anything made generally available to County employees or to the general public, or (ii) food or drink provided in the course of official County business and having a retail value of less than $25 per recipient, or (iii)a political contribution otherwise duly reported as required by law (if none, indicate with “N/A” or “none”). As to any gift listed below, please also list the name of the County recipient.

C.CERTIFICATION OF STATUS AS FINANCIAL INSTITUTION

1. The Disclosing Party certifies that the Disclosing Party (check one) ___ is ___ is not A “financial institution”

2. If the Disclosing Party IS a financial institution, then the Disclosing Party pledges: “We are not and will not become a predatory lender. We further pledge that none of our affiliates is, and none of them will become, a predatory lender. We understand that becoming a predatory lender or becoming an affiliate of a predatory lender may result in the loss of the privilege of doing business with the County.”

County Employee Name Title and Gift

Form 3

Economic Disclosure Statement

If the Disclosing Party is unable to make this pledge because it or any of its affiliates is a predatory lender explain here:

If the letters “NA,” the word “None,” or no response appears on the lines above, it will be conclusively presumed that the Disclosing Party certified to the above statements.

D.CERTIFICATION REGARDING FINANCIAL INTEREST IN COUNTY BUSINESS

1.To the best of the Disclosing Party’s knowledge after reasonable inquiry, does any official or employee of the County have a financial interest in his or her own name or in the name of any other person or entity in the Matter? ___ Yes ___ No

NOTE: If you checked “Yes” to Item D(1), proceed to Items D(2) and D(3). If you checked “No” to Item D(1), skip Items D(2) and D(3) and proceed to Part E.

2.Unless sold pursuant to a process of competitive bidding, or otherwise permitted, no County elected official or employee shall have a financial interest in his or her own name or in the name of any other person or entity in the purchase of any property that: (i) belongs to the County, or (ii) is sold for taxes or assessments, or (iii) is sold by virtue of legal process at the suit of the County (collectively, “County Property Sale”). Compensation for property taken pursuant to the County’s eminent domain power does not constitute a financial interest within the meaning of this Part D.

Does the Matter involve a County Property Sale? ___ Yes ___ No

3.If you checked “Yes” to Item D(1), provide the names and business addresses of the County officials or employees having such financial interest and identify the nature of the financial interest: Name Business Address Nature of Financial Interest

4.The Disclosing Party further certifies that no prohibited financial interest in the matter will be acquired by any County official or employee.

Form 3

Economic Disclosure Statement

E.CERTIFICATION REGARDING SLAVERY ERA BUSINESS

Please check either (1) or (2) below. If the Disclosing Party checks (2), the Disclosing Party must disclose below or in an attachment to this EDS all information required by (2). Failure to comply with these disclosure requirements may make any contract entered into with the County in connection with the Matter voidable by the County.

____ 1. The Disclosing Party verifies that the Disclosing Party has searched any and all records of the Disclosing Party and any and all predecessor entities regarding records of investments or profits from slavery or slaveholder insurance policies during the slavery era (including insurance slaves), and the Disclosing Party has found no such records.

____ 2. The Disclosing Party verifies that, as a result of conducting the search in step (1) above, the Disclosing Party has found records of investments or profits from slavery or slaveholder insurance policies. The Disclosing Party verifies that the following constitutes full disclosure of all such records, including the names of any and all slaves or slaveholders described in those records:

Form 3 Economic Disclosure Statement

Section VI: Certifications for Federally Funded Matters

NOTE: If the Matter is federally funded, complete this Section VI. If the Matter is not federally funded, proceed to Section VII. For purposes of this Section VI, tax credits allocated by the County and proceeds of debt obligations of the County are not federal funding.

A.CERTIFICATION REGARDING LOBBYING

1.List below the names of all persons or entities registered under the federal Lobbying Disclosure Act of 1995, as amended, who have made lobbying contacts on behalf of the Disclosing Party with respect to the Matter: (Add sheets if necessary):

(If no explanation appears or begins on the lines above, or if the letters “NA” or if the word “none” appear, it will be conclusively presumed that the Disclosing Party means that NO persons or entities registered under the Lobbying Disclosure Act or 1995, as amended, have made lobbying contacts on behalf of the Disclosing Party with respect to the Matter.)

2.The Disclosing Party has not spent and will not expend any federally appropriated funds to pay any person or entity listed in paragraph A(1) above for his or her lobbying activities or to pay any person or entity to influence or attempt to influence an officer or employee of any agency, as defined by applicable federal law, a member of Congress, an officer or employee of Congress, or an employee of a member of Congress, in connection with the award of any federally funded contract, making any federally funded grant or loan, entering into any cooperative agreement, or to extend, continue, renew, amend, or modify any federally funded contract, grant, loan, or cooperative agreement.

3.The Disclosing Party will submit an updated certification at the end of each calendar quarter in which there occurs any event that materially affects the accuracy of the statements and information set forth in paragraphs A(1) A(2) above.

4.The Disclosing Party certifies that either: (i) it is not an organization described in section 501(c)(4) of the Internal Revenue Code of 1986; or (ii) it is an organization described in section 501(c)(4) of the Internal Revenue Code of 1986 but has not engaged and will not engage in “lobbying Activities,” as that term is defined in the Lobbying Disclosure Act of 1995, as amended.

Form 3 Economic Disclosure Statement

5.If the Disclosing Party is the Applicant, the Disclosing Party must obtain certifications equal in form and substance to paragraphs A(1) through A(4) above from all subcontractors before it awards any subcontract and the Disclosing Party must maintain all such subcontractors’ certifications for the duration of the Matter and must make such certifications promptly available to the County upon request.

B.CERTIFICATION REGARDING EQUAL EMPLOYEMENT OPPORTUNITY

If the Matter is federally funded, federal regulations require the Applicant and all proposed subcontractors to submit the following information with their bids or in writing at the outset of negotiations. Is the Disclosing Party the Applicant? ___ Yes ___ No

If “Yes,” answer the three questions below:

1.Have you developed and do you have on file affirmative action programs pursuant to applicable federal regulations? (See 41 CFR Part 60-2.) ___ Yes ___ No

2.Have you filed with the Joint Reporting Committee, the Director of the Office of Federal Contract Compliance Programs, or the Equal Employment Opportunity Commission all reports due under the applicable filing requirements?

___ Yes ___ No ___ Reports not required

3.Have you participated in any previous contracts or subcontracts subject to the equal opportunity clause? ___ Yes ___ No

If you checked “No” to question (1) or (2) above, please provide an explanation:

Form 3

Economic Disclosure Statement

Section VII: Further Acknowledgements and Certification

The Disclosing Party understands and agrees that:

A.The certifications, disclosures, and acknowledgments contained in this EDS will become part of any contract or other agreement between the Applicant and the County in connection with the Matter, whether procurement, County assistance, or other County action, and are material inducements to the County’s execution of any contract or taking other action with respect to the Matter. The Disclosing Party understands that it must comply with all statutes, ordinances, and regulations on which this EDS is based.

B.The County imposes certain duties and obligations on persons or entities seeking County contracts, work, business, or transactions. The full text of this ordinance and training program is available online at ST. LOUIS COUNTY CHARTER 2020 | Code of Ordinances | St. Louis County, MO | Municode Library. The Disclosing Party must comply fully with the current St. Louis County Council Charter.

C.If the County determines that any information provided in this EDS is false, incomplete, or inaccurate, any contract or other agreement in connection with which it is submitted may be rescinded or be void or voidable, and the County may pursue any remedies under the contract or agreement (if not rescinded or void), at law, or in equity, including terminating the Disclosing Party’s participation in the Matter and/or declining to allow the Disclosing Party to participate in other City transactions. Remedies at law for a false statement of material fact may include incarceration and an award to the County of treble damages.

D.It is the County’s policy to make this document available to the public on its Internet site and or upon request. Some or all of the information provided in, and appended to, this EDS may be made publicly available on the Internet, in response to a Freedom of Information Act or Sunshine Law request, or otherwise. By completing and signing this EdS, the Disclosing Party waives and releases any possible rights or claims which it may have against the County in connection with the public release of information contained in this EDS and also authorizes the County to verify the accuracy of any information submitted in this EDS.

E.The information provided in this EDS must be kept current. In the event of changes, the Disclosing Party must supplement this EDS up to the time the County takes action on the Matter. If the Matter is a contract being handled by the County’s Division of Procurement, the Disclosing Party must update this EDS as the contract requires.

Form 3 Disclosure Statement

CERTIFICATION

Under penalty of perjury, the person signing below: (1) warrants that he/she is authorized to execute this EDS, and Appendices A and B (if applicable), on behalf of the Disclosing Party, and (2) warrants that all certifications and statements contained in this EDS, and Appendices A and B (if applicable), are true, accurate and complete as of the date furnished to the County.

Legal Name of Disclosing Party

Form 4

Minority, Women, or Disabled Business Enterprises Participation Acknowledgment Form

If Respondent intends to be considered for M/W/BDE consideration the Respondent must complete and submit the M/W/BDE Form to evidence Respondent’s proposed M/W/BDE participation in some aspect of the contract to be Forawarded.purposes of the primary Respondent’s commitment to provide a M/W/BDE participation contract percentage in response to this RFP, the Respondent must provide stated minimum percentage goals for M/W/BDE Business Enterprise (MBE) participation of the total contract value with written proposal submissions.

To state M/W/BDE participation commitment goals, the Prime Respondent must submit a completed M/W/BDE schedule and obtain a separate M/W/BDE Letter of Intent completed and signed by each proposed M/W/BDE firm that describes the services to be provided to the County by the M/W/BDE.

With each completed M/W/BDE Letter of Intents, Prime Respondent is required to submit a current M/W/BDE Letter of Certification from County approved certifying authorities. The proposed M/W/BDE firm must be certified by a St. Louis County approved certifying authority at the time of proposal submission.

The County reserves the right to require Prime Respondents to replace any proposed M/W/BDE that is not certified with the County or by an approved verifying authority acceptable to St. Louis County local government.

Further, the declared percentage participation for each M/W/BDE Letter of Intent should match the percentages for each M/W/BDE firm listed.

Failure to submit these documents, or incomplete documents, may result in Respondent being declared non-responsive. The County reserves the right, at its sole discretion to disqualify, reject and declare a proposal non-responsive for incomplete, inaccurate, expired and fraudulent, or any other reason deemed by the County to be in error for M/W/DBE participation commitment submissions.

To determine the best way in which to achieve and document M/W/DBE participation, Respondent must refer to the Special Conditions Regarding M/W/DBE participation Commitment in the RFP.

To locate M/W/DBE firms who are currently certified with St. Louis County in various areas of specialty, you can search the County’s M/W/DBE Directory Database on the County’s website: https://stlouiscountymo.gov/

Respondent

Respondent

Form 5

Acceptance of Pricing Form

Respondent understands and accepts the fixed price Contract Award is defined and authorized by St. Louis County Council for this Request for Proposal (RFP). Respondents must complete this affidavit as acknowledgement of the fixed price for services to be rendered to the County and awarded by St. Louis County Council.

Fixed Price Acceptance

The Comprehensive Professional Planning Services proposes to furnish the Comprehensive Planning Scope of Work in this RFP document Respondent agrees to perform in accordance with all requirements and specifications contained within this RFP at the fixed-price appropriated and authorized by St. Louis County Council and administered by the Department of Planning as detailed in the table below.

Payment Schedule

Contract Award

DescriptionPayment

Payment Amount

Retainer and Planning Phase I $250,000.00

June 2023 Planning Phase II $250,000.00

December 2023 Planning Phase III Plan adoption $250,000.00

Contract Closeout

Final Planning Phase IV Implementation recommendations $250,000.00

Total $1,000.000.00

Name of

Signature

Title

State of County of

Form 6

Letter of Intent Instructions

Business Letter of Intent (LOI) – 2 Page Limitation

In a two-page maximum Letter of Intent from Respondent to St. Louis County Department of Procurement Designated Point of Contact, content should include and confirm that the business and proposed partners understand the request from St. Louis County and that Respondent is committed to fulfilling the County’s request in its Additionally,entirety.the

LOI should describe the reasons the business is interested in providing services to the County, the desire to work on the specific project outlined in the RFP Scope of Work and deliverable, and a brief summary explanation of the experience and qualifications that separate the organization from its competitors. The LOI should also define why St. Louis County should invite the business to submit a formal written proposal for equitable sustainability comprehensive planning outlined in the Scope of Services described in this RFP, as well as the reason the organization is the best fit to provide Services to the County. Respondents LOI must be clear concise and well organized. Respondent is strongly discouraged from including marketing or promotional materials not related specifically to the focus of this RFP minimum qualifications. Respondents are advised to adhere to the minimum qualification submittal requirements. Failure to comply with the instructions of the required minimum qualifications may be cause for disqualification and rejection finding the respondent noncompliant.

By submitting minimum qualification respondent is acknowledging that if the respondent’s minimum qualifications are accepted by St. Louis County and Respondent is invited to submit a written proposal, the minimum qualifications written proposal, and related submittals may become part of the contract.

Workforce

AffidavitAuthorization

Work Authorization Affidavit Revised Statutes Section 285.530(2) requires recipients of St. Louis County contracts in excess of $5,000 to provide a sworn showing the a may be found does not provide the

Form

WorkforceAffidavitAuthorization

Work Authorization Affidavit for Business Entities

Pursuant to 285.530 R.S.Mo. (For All Contracts in Excess of $5,000.00)

County of ______________ State of ________________ My Name is ______________________________________.

I ___am:An individual or sole proprietor (see instructions regarding required documentation. No affidavit is required.)

OR ___ The ______________________________ (title) of ____________________________________ (name of business). I am authorized to make this affidavit and have personal knowledge of the facts stated herein.

I hereby affirm that the aforementioned business is enrolled in and participates in a federal work authorization program operated by the United States Department of Homeland Security with respect to all employees working in connection with this contract. I have attached documentation to this affidavit to show enrollment and participation by the aforementioned business in a federal work authorization program, as required by Section 285.530 R.S. Mo. In addition, I affirm that this business does not knowingly employ any person who is an unauthorized alien in connection with the work on this contract.

Further, Affiant sayeth not.

Subscribed and sworn to before me this ____ day of _________,

WorkforceAffidavitAuthorization

Instructions for Compliance with Section 285.530(2) R.S. Mo.

Missouri Revised Statutes Section 2285.530(2) requires of St. Louis County contracts in excess of $5,000 to provide an affidavit and documentation showing that the contracting party participates in a federal work authorization program with respect to employees working on the contracted services:

As a condition for the award of any contract or grant in excess of five thousand dollars by the state or by any political subdivision of the state to a business entity, or for any business entity receiving a stateadministered or subsidized tax credit, tax abatement, or loan from the state, the business entity shall, by sworn affidavit and provision of documentation, affirm its enrollment and participation in a federal work authorization program with respect to the employees working in connection with the contracted services. Every such business entity shall also sign an affidavit affirming that it does not knowingly employ any person who is an unauthorized alien in connection with the contracted services. Section 285.530(2) R.S.Mo.

Business Entities

Pursuant to 285.530(2) R.S.Mo., business entities awarded St. Louis County contracts in excess of $5,000 must affirm their enrollment and participation in a federal work authorization program with respect to the employees working on the contracted services by:

(1)Submitting a completed copy of the WORK AUTHORIZATION AFFIDAVIT FOR BUSINESS ENTITITES form, (2)Providinganddocumentation affirming the business entity’s enrollment and participation in a federal work authorization program (see below) with respect to the employees that are working in connection with the contracted services.

A Federal work authorization program is an electronic verification of work authorization program or any equivalent federal work authorization program operated by the United States Department of Homeland Security. The E-Verify program is an internet-based work authorization program and is a widely-used worker verification program offered by the Department of Homeland Security.

Information on the E-Verify program can be found at www.uscis.gov/e-verify or at www.uscis.gov/portal/site/uscis by clicking on the E-Verify icon on the left side of the screenwww.gov/files/nativedocuments/MOU.pdfAcceptabledocumentstoshowenrollment and participation in the E-Verify program consists of the following two pages of the E-Verify Memorandum of Understanding (MOU): 1) a valid, completed copy of the

Form

WorkforceAffidavitAuthorization

first page identifying the employer, and (2) a valid, completed copy of the signature page signed by the employer and the Department of Homeland Security – Verification Division.

Individuals or Sole Proprietorships

Pursuant to 208.009 R.S.Mo., no alien who is unlawfully present in the United States shall receive any contract from local governments, including St. Louis County. Accordingly, individuals or sole proprietorships awarded any contract with St. Louis County must provide proof that the individual is a citizen or permanent resident of the United States or is lawfully present in the United States.

Such affirmative proof shall include documentary evidence recognized by the Missouri Department of Revenue when processing an application for a driver’s license, a Missouri driver’s license, as well as any document issued by the federal government that confirms an alien’s lawful presence in the United States.

This proof must be submitted to County after a proposer is selected and prior to contract execution. Failure to provide the required documentation may result in County’s rescinding of the award of the contract.

Failure to ComplianceComply

with Section 285.530(2) R.S.Mo. is required for any contract with St. Louis County in excess of $5,000. If a business entity that is awarded a contract does not complete and return the required documents and/or affidavits to St. Louis County as part of the contract, this failure will be deemed a breach of the terms of such contract. St. Louis County, Missouri has the right to refuse to honor any contracts or orders, both present and future, with any business entity that does not provide the affidavits and/or documents required by 285.530(2) R.S.Mo. to St. Louis County. Pursuant to Section 208.009 R.S.Mo., no contract for any amount shall be awarded to any individual by St. Louis County without documents showing proof of that person’s citizenship or lawful presence, or by individual affidavit averring to the individual’s citizenship or lawful presence in the United States.

Form

E-Verify Form

E-Verify

Information on the E-Verify program can be found at www.e-verify.gov. Acceptable documents to show enrollment and participation consist of the following two pages of the E-Verify Memorandum of Understanding:1.Valid, completed copy of the first page identifying the employer

2. Valid, completed copy of the signature page signed by the employer and the Department of Homeland Security – Verification Division

Compliance with Section 285.530(2) R.S.Mo. is required for any contract with St. Louis County in excess of $5,000. If a business entity that is awarded a contract does not complete and return the required documents and/or affidavits to St. Louis County as part of the contract, this failure will be deemed a breach of the terms of such contract. St. Louis County, Missouri has the right to refuse to honor any contracts or orders, both present and future, with any business entity that does not provide the affidavits and/or documents required by 285.530(2) R.S.Mo. to St. Louis County. Pursuant to Section 208.009 R.S.Mo., no contract for any amount shall be awarded to any individual by St. Louis County without documents showing proof of that person’s citizenship or lawful presence, or by individual affidavit averring to the individual’s citizenship or lawful presence in the United States.

Form 9

Contract Insurance Requirements and Certificate

The Respondent will be expected to maintain the following insurance coverage for the duration of any contract resulting from this RFP and prior to commencement of services under this contract, must provide the County with Certificates of Insurance for all required coverage. Any notice of policy cancellation, termination or modification of any kind must be provided to the County within 30 calendar days of the change. Failure to maintain insurance will be considered a material breach.

A. Commercial General Liability (CGL) and, if necessary, commercial general umbrella insurance with a limit of no less than $1,000,000 per each occurrence. CGL insurance must be written on ISO occurrence form CG 00 01 04 13 or a substitute form providing equivalent coverage, and must cover liability arising from premises, operations, independent contractors, products, completed operations, personal injury and advertising injury and liability assumed under an insured contract, including tort liability of another assumed in a business

B.contract.Business

Automobile Liability - a standard ISO version Business Automobile Liability coverage form, or its equivalent, providing coverage for all owned, non-owned and hired automobiles. Limits of not less than $1,000,000 per accident for bodily injury and property damage claims that may arise as a result of operations under this contract.

C. Workers Compensation Insurance and Employer Liability with statutory limits and Employer Liability Insurance with limits no less than $500,000, if required by law.

D. Professional Liability (Errors & Omissions) Insurance appropriate to the Contractor’s profession. Coverage will apply to liability for a professional error, act, or omission arising out of the scope of the Contractor’s services under this contract. Coverage must be written subject to limits of not less than $1,000,000 per occurrence. If there is an annual aggregate limit, it must be in the amount of $3,000,000. If the policy is written on a claim(s) made form, the insurance coverage must be retroactive to the earlier of date of the contract or the commencement of the Contractor’s work on the project and must remain in effect until the expiration of the applicable statute of limitations for all possible claims.

Form 10

Respondent M/WBE Utilization Plan Affidavit

Prime Respondent M/WBE Utilization Plan Affidavit Instructions

(Duplicate Form as Needed for Compliance)

Prime Respondent is required to submit the M/WBE Utilization Plan Affidavit with the written Proposal submission. Failure to submit the M/WBE Utilization Plan Affidavit will cause the Respondents proposal to be rejected and disqualified as non-responsive.

NOTE: The Prime Respondent shall, in determining the manner of M/WBE participation, first consider involvement with M/WBE firms as joint venture partners, subcontractors, and suppliers of goods and services directly related to the performance of this contract. If the Prime Respondent proposes is a joint venture and one or more joint venture partners are certified M/WBEs, attach copies of Letters of Certification, a copy of Joint Venture Agreement clearly describing the role of each M/WBE firm and its ownership interest in the joint venture.

Stated Goals: If the Prime Respondent stated MBE/WBE goals have not been met through direct participation, the Prime Respondent will be expected to demonstrate that the proposed MBE/WBE indirect participation represents the maximum achievable stated goal under the circumstances. Only after such a demonstration will indirect participation be considered.

No Stated Goals: If the Prime Respondent states that it is unable to meet MBE/WBE participation goals under the above-named RFP the Prime Respondent is still required to submit the M/WBE Utilization Plan with no M/WBE and $.00 and 0% detailed in the M/WBE Utilization Plan Affidavit. Failure to complete the M/WBE Utilization Plan Affidavit will cause Respondents proposal to be disqualified and rejected by the County.

Form 10

Respondent M/WBE Utilization Plan Affidavit

Prime Respondent M/WBE Utilization Plan Affidavit

RFP Project Name: ________________________________ RFP #: ____________________

In response to the above-named RFP, I HEARBY DECLARE AND AFFIRM that I am a duly authorized representative of ____________________________________ (Name of Prime Consultant/Contractor) and that I have personally reviewed the material and facts set forth herein describing our proposed plan to achieve the stated M/WBE goals of the County awarded contract.

All MBE/WBE firms included in this utilization plan have been certified by an approved St. Louis County, Missouri M/WBE certifying authority, and I have attached M/WBE certification in compliance with the County

AllRFP.MBE/WBE firms included in this utilization plan have executed a mentor/ protégé agreement with the Prime Respondent to provide Services to the Prime Respondent and St. Louis, County in response to the above-named RFP as detailed in the M/WBE Utilization Plan below. I have attached the notarized executed M/WBE mentor/ protégé agreement in compliance with the County RFP.

Complete each MBE/WBE Subcontractor/Supplier/Consultant participating on the above-named contract in the Prime Respondent Direct and Indirect Utilization Plan Stated Goals table below:

Form 10

Respondent M/WBE Utilization Plan Affidavit

The Prime Respondent designates the following person as its M/WBE Liaison Officer: (M/WBE Liaison Officer Name Please, Email Office Phone and Mobile Phone)

I do solemnly declare and affirm under penalties of perjury that the contents of the foregoing document are true and correct, that no material facts have been omitted, and that I am duly authorized on behalf of the Prime Respondent to make this M/WBE Utilization Plan Affidavit.

Prime Respondent Authorized Name & Title

Prime Respondent Authorized Signature Date Notary Signature and Seal

From:

Form 11

M/WBE Letter of Intent

To Prime Respondent: __________________________________ and St. Louis County, Missouri. (Name of Prime Respondent)

The M/WBE status of the undersigned is confirmed by the attached Certification from a St. Louis County M/WBE Certifying Authority.

The undersigned M/WBE is prepared to perform the following commercially useful function to render services for the Prime Respondent and St. Louis County, Missouri on the above-named project. The M/WBE scope of services to be rendered are described in full as follows:

The above-described performance is offered to the Prime Respondent and St. Louis County, Missouri for the following price and described terms of payment.

Sub-Subcontracting Levels:

A zero (0) must be shown in each blank if the MBE or WBE will not be subcontracting any of the work listed or attached to this schedule.

____% of the dollar value of the MBE or WBE subcontract that will be subcontracted to non MBE/WBE contractors.____% of the dollar value of the MBE or WBE subcontract that will be subcontracted to MBE or WBE contractors.

Form 11

M/WBE Letter of Intent

NOTICE: If any of the M/WBE scope of work will be sub-subcontracted, by the M/WBE proposed by the Prime Respondent, the name of the sub-subcontracting vendor shall be attached and include a brief explanation, description with proposed payment structure pay for items or services rendered as part of the M/WBE scope of the work that will be sub-subcontracted.

MBE/WBE credit will not be given for work sub-subcontracted to Non-MBE/WBE contractors.

The undersigned M/WBE will enter into a formal written agreement, within five (5) business days for the abovedescribed scope of work with the Prime Respondent, conditioned upon the Prime Respondents execution of a contract with St. Louis County, Missouri.

The Prime Respondent shall provide a cope of the M/WBE subcontractor and sub-subcontractor executed agreements within 10 business days of Prime Respondents executed St. Louis County Contract.

Form 12

Project Team Expertise Form

Form 14

Local Vendor Preferences

The St. Louis County Charter Section 107.310 - Local vendor preference is applicable to Contracts funded in whole by County funds. Respondent must complete this form and provide a copy of its business license(s) if applicable if it desires to be considered for this preference.

Respondents that do not complete this page will not be regarded as a Local Preferred Vendor.

1.Is Respondent a “Local Preferred Vendor” as defined by SLCRO 107.310 – Local vendor preference? ____ Yes ____ No

2.Does the Respondent report to the Internal Revenue Service that the place of employment for the majority (more than 50%) of its regular, full-time workforce is a facility within the St. Louis Metropolitan Area? ___ Yes ___ No

3.Does the Respondent conduct meaningful day-to-day business operations at a facility within the St. Louis Metropolitan Area? ___ Yes ___ No

4.Does the Respondent conduct meaningful day-to-day business operations at a facility within St. Louis County? ___ Yes ___ No ___ Incorporated ___ Unincorporated

5.Street address of business location within St. Louis Metropolitan Area/ St. Louis County

Respondent understands that it may be required to produce records to St. Louis County to verify the information provided.

Name Respondent:

Form 15

Sustainability and Electric Vehicle Preferences

St. Louis County recognizes the need for vendors and partners working with the County to be sustainability minded. As an incentive for contract award, St. Louis County Sustainability Preference is applicable to Contracts funded in whole by County funds. Respondent must complete this form if it desires to be considered for this Respondentspreference.thatdo not complete this page will not be regarded as a Sustainability Preferred Vendor.

1.Does respondent have a sustainability plan and/or program? ___ Yes ___ No

2.Does respondent’s fleet include electric vehicles? ___ Yes ___ No

If so, how many: _____

3.How many of respondent’s electric vehicles are located and used within St. Louis County? _____

4.Does respondent incentivize employees to drive electric vehicles and/or take public transportation?

__ Yes __ No

5.Does respondent’s real estate portfolio include LEED facilities? __ Yes __ No

If so, how many: ___ Silver ___ Gold ___ Platinum

Locations in St. Louis County: ______________________________________________________

6.Is respondent a member of any sustainability organizations? ___ Yes ___ No

7.WhatOrganization/Association:sustainabilitycertifications does Respondent hold?

Form 15

Sustainability and Electric Vehicle Preferences

Form 16

Additional Pricing Disclosure

The contract resulting from this RFP will be a fixed-price contract. However, in the event additional services may be requested, Respondent shall include the estimated number of hours required to perform additional services. Respondent shall include hourly rate for key personnel titles and staff that will be performing the work on additional proposed services. Hourly rates must be inclusive of all administrative, travel, report production, general overhead, profit and related expenses. Respondent shall propose total cost for the additional proposed services to be provided.

Respondent shall also include a schedule with milestones of the additional proposed services, including estimated milestones for implementation of recommendations resulting from the analysis of studies and cost-benefit, as well as estimated performance completion dates. Respondents must complete this affidavit as acknowledgement of the fixed price for services to be rendered to the County and awarded by St. Louis County Council.

Additional Pricing Disclosure Affidavit

The Comprehensive Professional Planning Services proposes to furnish the additional scope of work in the table below. Respondent agrees to perform additional services in accordance with all requirements and specifications contained within this RFP at the additional fixed price as proposed.

Professional Services

Code Rewrite for

Code Rewrite for

County Road Network Hierarchy Study

Small Area Studies

Description of Services

Existing code review and revisions to meet the goals of the Comp Plan recommendations

Existing code review and revisions to meet the goals of the Comp Plan recommendations

Analysis of existing County Road network and jurisdictional appropriateness

Existing conditions and recommendations for revitalization

ServiceCost Discount

Commercial/IndustrialCorridorStudies

Equity Program and ImplementationProject

Sustainability Program and Project Implementation

Form 16

Additional Pricing Disclosure

Existing conditions and recommendations for development/redevelopment.

As recommended by respondents comprehensive planning framework implement necessary key performance indicators and reporting to continuously meet equity solutions as applicable

As recommended by respondents comprehensive planning implement necessary key performance indicators and reporting to continuously meet sustainability solutions as applicable

Totals

Name of Respondent:

Signature of

Title