HomeMy WebLinkAbout2017-209-E ED - Timmons Group for site SWOT analysis DocuSign Envelope ID: 133C432C-0514-4837-8999-132431 C9AF4D
[Departmental Use Only]
TITLE ED Site Analysis
FY 16- 17
NORTH CAROLINA
SERVICES AGREEMENT UNDER$90,000.00
NO RFP/RFQ
ORANGE COUNTY
This Services Agreement (hereinafter "Agreement"), made and entered into this 26 day of
May, 2017, ("Effective Date") by and between Orange County, North Carolina a political
subdivision of the State of North Carolina (hereinafter, the "County") and Timmons Group,
(hereinafter, the "Provider").
WITNESSETH:
That the County and Provider, for the consideration herein named, do hereby agree as
follows:
1. Services
a. Scope of Work.
i) This Agreement is for services to be rendered by Provider to County with respect
to (insert type of project): Economic Development Site Related SWOT Analysis
ii) By executing this Agreement, the Provider represents and agrees that Provider is
qualified to perform and fully capable of performing and providing the services
required or necessary under this Agreement in a fully competent, professional and
timely manner.
iii) Time is of the essence with respect to this Agreement.
iv) The services to be performed under this Agreement consist of Basic Services, as
described and designated in Section 3 hereof Compensation to the Provider for
Basic Services under this Agreement shall be as set forth herein.
2. Responsibilities of the Provider
a. Services to be provided. The Provider shall provide the County with all services
required in Section 3 to satisfactorily complete the Project within the time limitations set
forth herein and in accordance with professional standards.
b. Standard of Care.
i) The Provider shall exercise reasonable care and diligence in performing services
under this Agreement in accordance with generally accepted standards of this type
of Provider practice throughout the United States and in accordance with
applicable federal, state and local laws and regulations applicable to the
performance of these services. Provider is solely responsible for the professional
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DocuSign Envelope ID: 133C432C-0514-4837-8999-132431 C9AF4D
quality, accuracy and timely completion and/or submission of all work related to
the Basic Services.
ii) Provider shall be responsible for all errors or omissions of its agents, contractors,
employees, or assigns in the performance of the Agreement. Provider shall
correct any and all errors, omissions, discrepancies, ambiguities, mistakes or
conflicts at no additional cost to the County.
iii) The Provider shall not, except as otherwise provided for in this Agreement,
subcontract the performance of any work under this Agreement without prior
written permission of the County. No permission for subcontracting shall create,
between the County and the subcontractor, any contract or any other relationship.
iv) Provider is an independent contractor of County. Any and all employees of the
Provider engaged by the Provider in the performance of any work or services
required of the Provider under this Agreement, shall be considered employees or
agents of the Provider only and not of the County, and any and all claims that may
or might arise under any workers compensation or other law or contract on behalf
of said employees while so engaged shall be the sole obligation and responsibility
of the Provider.
v) If activities related to the performance of this Agreement require specific licenses,
certifications, or related credentials Provider represents that it and/or its
employees, agents and subcontractors engaged in such activities possess such
licenses, certifications, or credentials and that such licenses certifications, or
credentials are current, active, and not in a state of suspension or revocation.
vi) In determining the basic services to be provided, should any documents be
referenced in this Agreement, the terms of this Agreement shall have priority in
any conflict between the terms of referenced documents and the terms of this
Agreement. Should a request for proposals and a proposal be referenced the
terms of the request for proposals shall have priority over the terms of any
proposal.
3. Basic Services
a. Basic Services. The Services to be rendered pursuant to this Agreement are as follows
(fully describe services to be provided): See service description outline in Exhibit A.
4. Duration of Services
a. Term. The term of this Agreement shall be from May 26, 2017 to December 31, 2017.
b. Scheduling of Services.
i) The Provider shall schedule and perform its activities in a timely manner.
ii) Should the County determine that the Provider is behind schedule, it may require
the Provider to expedite and accelerate its efforts, including providing additional
resources and working overtime, as necessary, to perform its services in
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DocuSign Envelope ID: 133C432C-0514-4837-8999-132431 C9AF4D
accordance with the approved project schedule at no additional cost to the
County.
iii) The Commencement Date for the Provider's Basic Services shall be May 26,
2017.
5. Compensation
a. Compensation for Basic Services. Compensation for Basic Services shall include all
compensation due the Provider from the County for all services under this Agreement.
The maximum amount payable for Basic Services shall not exceed Seventy-Five
Thousand Dollars ($75,000). Payment for Basic Services shall become due and payable
within thirty (30) days of Provider properly invoicing County. Payment shall be subject
to provisions of Section 5(b).
b. Disputes. In the event the amount stated on an invoice is disputed by the County, the
County may withhold payment of all or a portion of the amount stated on an invoice
until the parties resolve the dispute. Should Provider fail to perform its duties under the
terms of this Agreement, County may, without fault or penalty, withhold any payment
associated with the work to be performed until such time as said work is completed.
c. Additional Services. County shall not be responsible for costs related to any services in
addition to the Basic Services performed by Provider unless County requests such
additional services in writing and such additional services are evidenced by a written
amendment to this Agreement.
6. Responsibilities of the County
a. Cooperation and Coordination. The County has designated (Steve Brantley, Economic
Development Director, and/or Amanda Garner, Business Recruitment Economic
Developer) to act as the County's representative with respect to the Project and shall
have the authority to render decisions within guidelines established by the County
Manager and/or the County Board of Commissioners and shall be available during
working hours as often as may be reasonably required to render decisions and to furnish
information.
7. Insurance
a. General Requirements. Provider shall obtain, at its sole expense, Commercial General
Liability Insurance, Automobile Insurance, Workers' Compensation Insurance, and any
additional insurance as may be required by County's Risk Manager as such insurance
requirements are described in the Orange County Risk Transfer Policy and Orange
County Minimum Insurance Coverage Requirements (each document is incorporated
herein by reference and may be viewed at
http://www.orangecountync.gov/departments/purchasing_division/contracts.php). If
County's Risk Manager determines additional insurance coverage is required such
additional insurance shall consist of Professional or Error & Omission Coverage and
Aviation coverage, if using a drone for aerial footage of the properties (if no additional
insurance required mark N/A as being not applicable). Provider shall not commence
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DocuSign Envelope ID: 133C432C-0514-4837-8999-132431 C9AF4D
work until such insurance is in effect and certification thereof has been received by the
County's Risk Manager.
8. Indemnity
a. Indemnity. The Provider agrees to indemnify and hold harmless the County from loss,
liability, claims or expense, including reasonable attorney's fees, arising out of or related
to the Project and arising from property damage or bodily injury including death to any
person or persons caused in whole or in part by the negligence or misconduct of the
Provider except to the extent same are caused by the negligence or misconduct of the
County. It is the intent of this provision to require the Provider to indemnify the County
to the fullest extent permitted under North Carolina law.
9. Amendments to the Agreement
a. Changes in Basic Services. Changes in the Basic Services and entitlement to additional
compensation or a change in duration of this Agreement shall be made by a written
Amendment to this Agreement executed by the County and the Provider. The Provider
shall proceed to perform the Services required by the Amendment only after receiving a
fully executed Amendment from the County.
10. Termination
a. Termination for Convenience of the County. This Agreement may be terminated without
cause by the County and for its convenience upon seven (7) days' prior written notice to
the Provider.
b. Other Termination. The Provider may terminate this Agreement based upon the County's
material breach of this Agreement; provided, the County has not taken all reasonable
actions to remedy the breach. The Provider shall give the County seven (7) days' prior
written notice of its intent to terminate this Agreement for cause.
c. Compensation After Termination.
i) In the event of termination, the Provider shall be paid that portion of the fees and
expenses that it has earned to the date of termination, less any costs or expenses
incurred or anticipated to be incurred by the County due to errors or omissions of
the Provider.
ii) Should this Agreement be terminated, the Provider shall deliver to the County
within seven (7) days, at no additional cost, all deliverables including any
electronic data or files relating to the Project.
d. Waiver. The payment of any sums by the County under this Agreement or the failure of
the County to require compliance by the Provider with any provisions of this Agreement
or the waiver by the County of any breach of this Agreement shall not constitute a
waiver of any claim for damages by the County for any breach of this Agreement or a
waiver of any other required compliance with this Agreement.
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DocuSign Envelope ID: 133C432C-0514-4837-8999-132431 C9AF4D
e. Suspension. County may suspend the Basic Services and this Agreement at any time for
County's convenience and without penalty to County upon three (3) days' notice to
Provider. Upon any suspension by County, Provider shall discontinue work on the Basic
Services and shall not resume the Basic Services until notified to proceed by County.
11. Additional Provisions
a. Limitation and Assignment. The County and the Provider each bind themselves, their
successors, assigns and legal representatives to the terms of this Agreement. Neither the
County nor the Provider shall assign or transfer its interest in this Agreement without the
written consent of the other.
b. Governing Law. This Agreement and the duties, responsibilities, obligations and rights
of respective parties hereunder shall be governed by the laws of the State of North
Carolina. By executing this Agreement Provider affirms that Provider and any
subcontractors of Provider are and shall remain in compliance with Article 2 of Chapter
64 of the North Carolina General Statutes. By executing this Agreement Provider
certifies that Provider has not been identified, and has not utilized the services of any
agent or subcontractor, on the list created by the State Treasurer pursuant to G.S. 147-
86.58.
c. Non-Discrimination. Provider shall at all times remain in compliance with all applicable
local, state, and federal laws, rules, and regulations including but not limited to all state
and federal non-discrimination laws, policies, rules, and regulations and the Orange
County Non-Discrimination Policy and Orange County Living Wage Policy (each policy
is incorporated herein by reference and may be viewed at
http://www.orangecountync.gov/departments/purchasing_divisionicontracts.php.) Any
violation of the Orange County Non-Discrimination Policy is a breach of this Agreement
and County may immediately terminate this Agreement without further obligation on the
part of the County. This paragraph is not intended to limit and does not limit the
definition of breach to discrimination.
d. Dispute Resolution. Any and all suits or actions to enforce, interpret or seek damages
with respect to any provision of, or the performance or non-performance of, this
Agreement shall be brought in the General Court of Justice of North Carolina sitting in
Orange County, North Carolina. It is agreed by the parties that no other court shall have
jurisdiction or venue with respect to such suits or actions. Binding arbitration may not
be initiated by either Party, however, the Parties may agree to nonbinding mediation of
any dispute prior to the bringing of such suit or action.
e. Entire Agreement. This Agreement represents the entire and integrated agreement
between the County and the Provider and supersedes all prior negotiations,
representations or agreements, either written or oral. This Agreement may be amended
only by written instrument signed by both parties. Modifications may be evidenced by
facsimile signatures.
f. Severability. If any provision of this Agreement is held as a matter of law to be
unenforceable, the remainder of this Agreement shall be valid and binding upon the
Parties.
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DocuSign Envelope ID: 133C432C-0514-4837-8999-132431 C9AF4D
g. Ownership of Work Product. Should Provider's performance of this Agreement generate
documents, items or things that are specific to this Project such documents, items or
things shall become the property of the County and may be used on any other project
without additional compensation to the Provider. The use of the documents, items or
things by the County or by any person or entity for any purpose other than the Project as
set forth in this Agreement shall be at the full risk of the County.
h. Non-Appropriation. Provider acknowledges that County is a governmental entity, and
the validity of this Agreement is based upon the availability of public funding under the
authority of its statutory mandate.
In the event that public funds are unavailable and not appropriated for the performance of
County's obligations under this Agreement, then this Agreement shall automatically
expire without penalty to County immediately upon written notice to Provider of the
unavailability and non-appropriation of public funds. It is expressly agreed that County
shall not activate this non-appropriation provision for its convenience or to circumvent
the requirements of this Agreement, but only as an emergency fiscal measure during a
substantial fiscal crisis.
In the event of a change in the County's statutory authority, mandate and/or mandated
functions, by state and/or federal legislative or regulatory action, which adversely affects
County's authority to continue its obligations under this Agreement, then this Agreement
shall automatically terminate without penalty to County upon written notice to Provider
of such limitation or change in County's legal authority.
i. Signatures. This Agreement together with any amendments or modifications may be
executed electronically. All electronic signatures affixed hereto evidence the consent of
the Parties to utilize electronic signatures and the intent of the Parties to comply with
Article 11A and Article 40 of North Carolina General Statute Chapter 66.
j. Notices. Any notice required by this Agreement shall be in writing and delivered by
certified or registered mail,return receipt requested to the following:
Orange County Provider's Name
Attention:Steve Brantley Timmons Group
P.O. Box 8181 5410 Trinity Road, Suite 102
Hillsborough,NC 27278 Raleigh, NC 27607
[SIGNATURE PAGE TO FOLLOW]
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DocuSign Envelope ID: 133C432C-0514-4837-8999-132431 C9AF4D
IN WITNESS WHEREOF, the Parties, by and through their authorized agents, have
hereunder set their hands and seal, all as of the day and year first above written.
ORANGE COUNTY: PROVIDER:
DocuSigned by: DocuSigned by:
13o1A,ic, ( u.w�wlu�'s(,c,i ooe e
By 0637994R755F477 By' F441fleflflfl5Rc406
County Manager
Joe Hines, Principal - Director of
Economic Development
Printed Name and Title
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DocuSign Envelope ID: 133C432C-0514-4837-8999-132431 C9AF4D
•
•
TIMMONS GROUP
Exhibit A —Page 1 of 6
Scope of Services: Economic Development Site Related SWOT Analysis
Orange County, NC
May 21, 2017
Mr. Steve Brantley, Director of Economic Development
Orange County Economic Development
131 W. Margaret Lane
PO Box 1177
Hillsborough, NC 27278
Re: Scope of Services: Economic Development Site Related SWOT Analysis
Orange County, NC
Dear Mr. Brantley:
Timmons Group is pleased to offer this proposal for professional services related to the SWOT analysis
of Economic Development Districts (EDDs) and Commercial-Industrial Transition Activity Nodes (CITANs)
located along the 1-40/ 1-85 corridor. We look forward to working with you and Orange County to
achieve the County's vision for this project.
Scope of Services
Under this Agreement,the Timmons Group Consultant Team (Timmons Group, Britt Nance Collaborative,
NAI Carolantic, NAI Piedmont Triad)will provide professional services related to the Orange County SWOT
Analysis as outlined below:
Task 1- Part 1:The Discovery Process(Site, Infrastructure& Real Estate Market Analysis)
Using readily available information provided by the County,Towns, Service providers and from other
data sources,the Consultant team will evaluate the EDDs and CITANs, herein referred to as "site(s)",
identified by the County in the Request for Proposal#5227 dated February 2, 2017. These sites include:
1. Eno EDD—776 acres
2. Hillsborough EDD—703 acres
3. Buckhorn EDD—900 acres
4. CITAN Buckhorn—719 acres
5. CITAN West Efland—242 acres
6. CITAN East Efland—433 acres
7. CITAN Hillsborough—4 acres
8. CITAN Hillsborough—46 acres
9. US 70/Cornelius Street Corridor*— Properties (yellow) as identified in the 2007 Strategic Plan
Copyright O 2017 Timmons Group—This proposal shall be considered Confidential&Proprietary until such time as
a contract has been executed with the Client.
Page 1
DocuSign Envelope ID: 133C432C-0514-4837-8999-132431 C9AF4D
Exhibit A -Page 2 of 6
Scope of Services: Economic Development Site Related SWOT Analysis
May 2017
The evaluation process will examine the site's position under multiple criteria, including:
1. Physical land attributes looking at existing land use,general environmental factors, topography
and land constraints;
2. Transportation connection with 1-40/1-85, railroad and roadway access to individual sites;
3. Current/proposed electric, natural gas,water, sewer and telecommunication availability and
capacities(where available);
4. Current/ proposed commercial and residential development happening within/surrounding the
EDDs and CITANS;
5. Inventory of available land and comparison of asking prices versus comp land prices for sale
within the EDDs and CITANs;
6. Current zoning and allowable uses;
7. Additional criteria, such as:
a. History of each site
b. Ownership structure for each site
c. Market trends that might influence future investment and development at each site
d. A comparative summary for competing sites in surrounding counties
e. Identification of the competitive differentiators for each site
f. Initial recommendations of targeted economic development projects that might best fit
each site.
Site visits will be performed and conversations with key county staff,Advisory Board members
and Council Members will be held during this evaluation to understand the background for each
EDD and CITAN and ensure that findings for each site during the Discovery Phase are aligned with
County knowledge of each site.
* Please note that the US 70/Cornelius Street corridor has a different development objective
from the EDD's and CITAN's,therefore,we will utilize applicable information from the 2007 US
70/Cornelius Street Corridor Strategic Plan as a baseline for evaluating this corridor. This will
serve as a cursory review of the Corridor Strategic Plan and identify any potential opportunities
along this corridor.
Task 1- Part 2:SWOT Analysis& Retreat
1. A facilitator from the Consultant Team will lead the retreat.
2. Representatives from the consultant Team will present the Discovery Process Summary Report
for each site.
3. After the site presentations are complete,the facilitator will lead the group through a PEST
Exercise, which will look at "global" factors associated with development of these sites and
corridors.The PEST Exercise will enhance and inform the SWOT analysis. Although a SWOT
analysis results in a list of strengths, weaknesses, opportunities and threats for each site, it is
easy to miss important external factors. For the SWOT to be most successful, it is essential to
Copyright O 2017 Timmons Group—This proposal shall be considered Confidential&Proprietary until such time as
a contract has been executed with the Client.
DocuSign Envelope ID: 133C432C-0514-4837-8999-132431 C9AF4D
Exhibit A -Page 3 of 6
Scope of Services: Economic Development Site Related SWOT Analysis
May 2017
carry out further analysis of all the possible threats and disadvantages to make sure that they
have been planned for in advance.
• Political Factors(P): Government policies and regulations, taxes, incentives, and other
business climate influencers.
• Economic Factors(E): Factors such as interest rates, geopolitical stability, inflation, and
other economic trends.
• Socio-Cultural Factors(S):Socio-cultural aspects such as demographics, lifestyle choice
availability, education, and other factors that might impact client attitude and
perception.
• Technological Factors(T): Factors that impact technological processes, innovation,
adoption, and adaptability.
The results of the PEST Exercise will enable a more comprehensive identification of
Opportunities and Threats during small group the small group SWOT Analysis.
4. After the site presentations and PEST Exercise are complete, participants will be divided into
small groups. Each small group will receive EDD and CITAN assignments.
5. The small group will perform a SWOT Analysis on their assigned site(s).The small groups will
perform a SWOT analysis for each of their assigned site to identify the position of each site
relative to the market, potential clients, and the competition.
Since the main purpose of a SWOT analysis is strategy formation,the small group will be asked
to rank the factors in each quadrant from most critical to least critical.
• Strengths(5) - internal attributes and resources that support a successful outcome for
the site.
• Weaknesses (W) - internal and attributes resources that work against a successful
outcome for the site.
• Opportunities(0) -external factors the site can capitalize on or use to its advantage.
• Threats(T) -external factors that could jeopardize the site's success. Note:The SWOT
analysis template that will be given to each group is included in the Exhibit section of
this proposal.
6. Group Processing: Each of the groups will present their SWOT analysis in a large group setting.
Participants will be encouraged to provide feedback during each presentation.
The small group SWOT analysis will become part of the overall SWOT analysis that will be
reflected in the Consultant's recommendations and the final report.
7. Next Steps: The Consultant Team will summarize and document the items identified during the
PEST Exercise as well as the SWOT factors identified for each site.This summary will be included
in the Consultant Team's final report.
Copyright O 2017 Timmons Group—This proposal shall be considered Confidential&Proprietary until such time as
a contract has been executed with the Client.
DocuSign Envelope ID: 133C432C-0514-4837-8999-132431 C9AF4D
Exhibit A -Page 4 of 6
Scope of Services: Economic Development Site Related SWOT Analysis
May 2017
Task 2: Prepare a "Proposed Next Steps Outline"
The Consultant Team will use the site intelligence obtained from the Discovery Phase and SWOT Analysis
to complete a next steps outline for each site.
The Consultant Team will review specific strategies to maximize development potential within each of
the current EDDs and CITANs. We will look at potential development and marketing strategies such as
infrastructure improvements/upgrades, land control,targeted industries, public-private partnerships,
etc. After we have developed strategies for each of the sites, we will develop "order of magnitude"
opinion of probable costs as well as anticipated development and permitting timelines (please note that
Federal &State permitting can significantly affect timelines) associated with the proposed strategies.
Depending on potential development challenges with the sites, the consultant team will look to
potential alternative development strategies for each area. While our scope of work is specific to the
identified boundaries in the RFP, we will take a holistic look at the EDDs and CITANs. If there are parcels
just outside the EDDs and CITANs that might be beneficial to f there are opportunities (i.e. parcels
adjacent to or nearby)that we foresee that extend beyond the predefined boundaries of the EDDs and
CITANs, we will note that to the County for potential opportunities that could be included with the
challenges identified.
Our goal in this phase will be to paint a clear picture in terms of potential costs and implementation
schedule that will serve as a road map highlighting the most cost effective opportunities that exist with
the predefined development areas.
Task 3: Present Findings and Establish Priorities
After completion of the "Proposed Next Steps Outline,"the Consultant Team will hold individual
meetings to present the findings to Staff,the Economic Development Advisory Board, and the Orange
County Board of County Commissioners (3 separate meetings) and then hold a meeting for all three
groups at the same time (4 meetings total).
The meetings will be held to give an overall summary of the SWOT findings for each of the evaluated
areas, provide an overview of the proposed next steps for each of the EDD and CITAN areas, and lead
the groups in a prioritization process to provide a clear guide for how to proceed forward with plans for
each of the EDDs and CITANs.
Copyright O 2017 Timmons Group—This proposal shall be considered Confidential&Proprietary until such time as
a contract has been executed with the Client.
DocuSign Envelope ID: 133C432C-0514-4837-8999-132431 C9AF4D
Exhibit A -Page 5 of 6
Scope of Services: Economic Development Site Related SWOT Analysis
May 2017
Task 4: Final Report
The Consultant Team will complete a final report that specifies, by Economic Development District and
Commercial Industrial Transition Activity Node, an overview of the SWOT analysis findings and the
proposed strategies with the feedback and prioritization of the Economic Development Advisory Board
and Board of County Commissioners incorporated. Results of this final report can be presented to the
County Commissioners if desired.
County Responsibilities
The County shall be responsible for the following items:
1. Provide existing utilities information for the County,Towns and Service Authority that
applies to the sites. GIS platform is preferred
2. Parcel, zoning and land use information and Town boundaries. GIS platform is preferred
3. Previous studies for any of the sites along these corridors
4. Coordination of meetings with the Staff, Economic Development Advisory Board, County
Commissioners and other Stakeholders
5. Coordination with power, natural gas,telecommunications companies to provide available
information to the Consultant Team for analysis
6. Coordination with property owners for access to sites
7. Other relevant information as requested by the Consultant Team
Proposed Schedule
Below is the proposed schedule for this study:
• Notice to Proceed: May 31, 2017
• Task 1—Part 1: Discovery Process(Site, Infrastructure& Market Analysis): 45-60 days by July 31,
2017
• Task 1—Part 2:SWOT Analysis& Retreat(depends upon scheduling): 30 days by August 31, 2017
• Task 2- Prepare Proposed Next Steps Outline: 30 days by September 30, 2017
• Task 3- Present Findings& Establish Priorities(depends upon scheduling): 30-45 days by
November 15, 2017 (target before Thanksgiving)
• Task 4- Prepare Final Report: 30 days by December 15, 2017 (target completion before Christmas)
Please note the above referenced schedule represents what we believe to be a realistic schedule to
meet the timeline identified in the RFP. The schedule is dependent upon timely meetings with the
County Staff, Economic Development Advisory Board and County Commissioners. Timmons Group will
work with the County to shorten timelines wherever feasible, but can make no guarantees for a
shortened schedule.
Copyright O 2017 Timmons Group—This proposal shall be considered Confidential&Proprietary until such time as
a contract has been executed with the Client.
DocuSign Envelope ID: 133C432C-0514-4837-8999-132431 C9AF4D
Exhibit A -Page 6 of 6
Scope of Services: Economic Development Site Related SWOT Analysis
May 2017
Deliverables
The Timmons Group Consultant Team will provide the following deliverables:
1. Booklet of Drawings (in 11x17 and PDF format):
a. Existing Conditions from GIS/ USDA showing boundary, general utilities, streets, etc.
b. Topography
c. Hydrologic features (streams,wetlands,floodplains)
d. Slope Analysis (highlighting in color the areas deemed too steep to grade)
e. USDA Soil Survey
f. Local Zoning (if available)
g. Buildable Area showing most realistic building pads & buildable acreage
h. Conceptual Plan(s) depicting potential build-out (concept plans to address both combined
and separate layouts for the seven EDDs and CITANs as directed)
i. Four(4) sets of 11x17 hard copies of all dwgs will be provided
2. PEST and SWOT Analysis for each site
3. Final Report to include the above information and final prioritization
a. Four(4) hard copies and PDF format
Proposed Fee
Timmons Group proposes to perform the work for a lump-sum fixed fee (to be billed monthly based
upon percent complete) in accordance with the following schedule:
Task 1—Part 1: Discovery Process $44,500
Task 2—Part 2: SWOT Analysis and Retreat $10,000
Task 3: Present Findings and Establish Priorities $14,500
Task 4: Final Report $ 6,000
Total Fee $75,000
Thank you for your confidence in the Timmons Group team as we embark on this important SWOT
analysis study for the County!
Sincerely,
/
000 4.4"4
r
Blake Hall, PE, LA, LEED AP Joseph C. Hines, PE, MBA
Principal - Project Manager Principal in Charge
Copyright O 2017 Timmons Group—This proposal shall be considered Confidential&Proprietary until such time as
a contract has been executed with the Client.