Item I08
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: November 19.2003
Division:
Growth Management
Bulk Item: Yes -L
No
Department: Planning
AGENDA ITEM WORDING:
Approval for the Growth Management Division to solicit a Request for Proposals (RFP) to hire
consultant firm(s) to prepare, in coordination with staff, the Livable CommuniKeys Master Plan
for the Key Largo area.
ITEM BACKGROUND:
The Growth Management Division is seeking qualified firms to work in close coordination with
staff in the preparation of the Livable CommuniKeys Master Plan for the Key Largo area. The
consultant will be asked to compile an existing conditions study, prepare future growth
projections and determine the services necessary to accommodate such growth, assist in
community visioning workshops, provide an analysis of sites susceptible to change, develop
focused design guidelines for the US 1 corridor area, and make recommendations for changes to
the Comprehensive Plan and Land Development Regulations. The preparation of the plan will
include a public participation process and input.
A Consultant Selection Committee will review written responses, interview the top
respondents(s) and recommend the top ranked firm to the Board of County Commissioners for
approval. Partial funding for this project is from FDOT Contract AI 893.
PREVIOUS RELEVANT BOCC ACTION:
In February, 2001 the Board approved Objective 101.20 and subsequent policies a as part of the
Year 2010 Comprehensive Plan which outline the Livable CommuniKeys Planning Program.
CONTRACT/AGREEMENT CHANGES: N/A
STAFF RECOMMENDATIONS: Approval
TOTAL COST: - $100.000 - $130.000
BUDGETED: Yes -L No
COST TO COUNTY: - $30.000
SOURCE OF FUNDS: MSTU (Fund 148)/FDOT
REVENUE PRODUCING: Yes
No -L AMOUNT PER MONTH
Year
APPROVED BY: County Atty _ OMB/Purchasing _ Risk
DOCUMENTATION:
Included ~
DIVISION DIRECTOR APPROVAL:
To Follow
Not Required_
DISPOSITION:
AGENDA ITEM # - ./ --B
Revised 2/27/01
County of Monroe
Growth Management Division
2798 Overseas Highway
Suite 400
Marathon, l10rida 33050
Voice: (305) 289-2500
FAX: (305) 289-2536
Board of County Commissioners
Mayor Dixie Spehar, Dist. 1
Mayor Pro Tem MUITay Nelson, Dist. 5
Comm. Charles "Sonny" McCoy, Dist. 3
Comm. George Neugent, Dist. 2
Comm. David P. Rice, Dist. 4
November 6, 2003
To Perspective Respondents:
RE: Request for Statement of Qualifications (RSQ) for _
PROFESSIONAL SERVICES TO PREPARE A
COMMUNITY MASTER PLAN FOR THE ISLAND OF KEY LARGO
IN MONROE COUNTY [FLORIDA KEYS]
Weare pleased that you have shown an interest in assisting Monroe County in its effort to
prepare an community master plan for the Island of Key Largo as a part of the Livable
CommuniKeys Program.
Our target respondents are planning firms with experience in policy development,
landscape architecture, and urban design. Respondents should be experienced in community
workshops, expertise in data collection and analysis, the analysis and visualization of
issues/constraints/opportunities and the graphic textual depiction of alternative feasible solutions.
The respondents should have demonstrable successful experience completing similar
implemented endeavors. The County is seeking qualified, objective firms or collaborative
groups that have the ability to understand the unique issues of the Key Largo area and assist the
Planning Department in the development of a comprehensive, community based comprehensive
plan.
The RSQ Review Committee and the Board of County Commissioners (BOCC) looks
forward to your participation in this effort.
Attached are:
· Notice of Request for Statement of Qualifications.
· Specifications for Statement of Qualifications.
· Review Criteria
Responses must be submitted no later than
The County has assembled a Request for Statement of Qualifications Committee
consisting of the Director of the Growth Management, the Director of Planning and
Environmental Resources, and other members of the planning staff.
Responses will be opened officially on . The RSQ Review Committee
will meet as soon after that as possible to begin a review of the proposals. Review will be
completed by and two or more firms will be invited to interview with the
Review Committee. Based on the interview and presentation by the applicant, the Committee
will the recommend the most qualified firm to the BOCC at it's meeting.
A contract for services will be negotiated with the firm, if approved by the BOCC, and the
contract shall be presented to the BOCC at its meeting. The project
would begin after contact approval by the BOCC.
We look forward to your response.
Sincerely,
Timothy J. McGarry, AICP
Director of Growth Management
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NOTICE OF REQUEST FOR STATEMENTS OF QUALIFICATION
NOTICE IS HEREBY GWEN TO WHOM IT MAY CONCERN that on , at
the Monroe County Purchasing Office will open sealed Statements of Qualification for
the following:
PROFESSIONAL SERVICES TO PREPARE A
COMMUNITY MASTER PLAN FOR THE ISLAND OF KEY LARGO
IN MONROE COUNTY [FLORIDA KEYS]
All Statements of Qualification must be received by the Purchasing Office, 1100 Simonton
Street, Room 2-213, Key West, FL 33040 on or before . A review
committee will consider all Statements of Qualification. The committee will rank each proposal
and will develop a list of prioritized rankings. Based on the review and prioritized rankings, a
recommendations of the lead RSQ respondent will be made to the Board of County
Commissioners.
The Board will automatically reject the Statement of Qualifications of any person or affiliate who
appears on the convicted vendor list prepared by the Department of General Services, State of
Florida, under Sec. 287. 133(3)(d), FS (1989).
All respondents must provide (2) signed originals and one (5) complete copies of each Statement
of Qualification in a sealed envelope marked on the outside,
PROFESSIONAL SERVICES TO PREPARE
A COMMUNITY MASTER PLAN FOR THE ISLAND OF KEY LARGO
IN MONROE COUNTY [FLORIDA KEYS]"
All Statements of Qualification must remain valid for a period of ninety (90) days.
The Board of County Commissioners reserves the right to reject any and all Statements of
Qualification, to waive informalities in any or all Statements of Qualification, and to re-advertise
for Statements of Qualification.
The Board also reserves the right to separately accept or reject any item or items of a Statement
of Qualification and to award and/or negotiate a contract in the best interest of the County.
Dated at Key West this
day of
,2003.
Monroe County Purchasing Department
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PROFESSIONAL SERVICES TO PREPARE A
COMMUNITY MASTER PLAN FOR THE ISLAND OF KEY LARGO
Introduction
The Planning Department of Monroe County, Florida invites firms to submit proposals to assist
in the development of a community based, comprehensive master plan for the island of Key
Largo extending from the Miami-Dade County line south to approximately Mile Marker 97 on
US 1. (herein after referred to as "the planning area"). The firm selected shall assist the Monroe
County Planning Department in the collections of data, facilitation of community workshops,
drafting of planning documents including development regulations, and present findings to
elected officials.
The master plan is a part of a larger community based planning initiative know as the Livable
CommuniKeys Program which is on-going through out the Keys. The CommuniKeys program is
an individualized approach to planning and development which focuses on individual
communities within the county and is to provide a foundation for them based on their needs and
aspirations. Currently, the Year 2010 Comprehensive Plan for Monroe County takes a 'one size
fits all' approach to the development of the County. This does not recognize the individuality of
each of the islands, or in some cases groups of islands, that make up the Keys portion of Monroe
County.
Adopted as a part of the Year 2010 Comprehensive Plan in the year 2000, the framework for the
Livable CommuniKeys outlines twelve principles which guide each of the community master
plans throughout the county:
1. Each Community Master Plan will contain a framework for future development and
redevelopment including the designation of growth boundaries and future acquisition areas
for public spaces and environmental conservation;
2. Each Community Master Plan will include an Implementation Strategy composed of action
items, an implementation schedule, and a monitoring mechanism to provide accountability to
communities;
3. Each Community Master Plan will be consistent with existing Federal and State requirements
and overall goals of the 2010 Comprehensive Plan to ensure legal requirements are met.
While consistency with the goals of the 2010 Comprehensive Plan is paramount, the 2010
Plan will be updated and amended where appropriate;
4. Each Community Master Plan will be closely coordinated with other community plans and
other jurisdictions to ensure development or redevelopment activities will not adversely
impact those areas;
5. Each Community Master Plan will include appropriate mechanisms allowing CItIzens
continued oversight and involvement in the implementation of their plans. Through the
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Community Master Plans, programs for ongoing public involvement, outreach, and education
will be developed;
6. Each Community Master Plan will include a Capital Improvements program to provide
certainty that the provision of public facilities will be concurrent with future development;
7. Each Community Master Plan will contain an environmental protection element to maintain
existing high levels of environmental protection as required in the 2010 Comprehensive Plan;
8. Each Community Master Plan will include a community character element that will address
the protection and enhancement of existing residential areas and the preservation of
community character through site and building guidelines. Design guidelines for public
spaces, landscaping, streetscaping, buildings, parking lots, and other areas will be developed
through collaborative efforts of citizens, the Planning Department, and design professionals
reinforcing the character of the local community context;
9. Each Community Master will include an economic development element addressing current
and potential diversified economic development strategies including tourism management.
The preservation and retention of valued local businesses, existing economies, and the
development of economic alternatives will be encouraged through the process;
10. Each Community Master Plan will contain a Transportation Element addressing
transportation needs and possibilities including circulation, safe and convenient access to
goods and services, and transportation alternatives that will be consistent with the overall
integrity of the transportation system not resulting in negative consequences for other
communities; and
11. Each Community Master Plan will be based on knowledge of existing conditions in each
community. The Planning Department will compile existing reports, databases, maps, field
data, and information from other sources supplemented by community input to document
current conditions; and
12. Each Community Master Plan will simplify the planning process providing clarity and
certainty for citizens, developers, and local officials by providing a transparent framework for
a continuing open dialogue with different participants involved in planning issues.
Currently, the Planning Department is undertaking three other Livable CommuniKeys projects
throughout the County: one on Big Pine Key, one in the Tavernier area, and one on Stock Island.
Future plans are proposed for other areas of the Keys.
The Key Largo area is unique within the Keys. It is the largest individual island both in terms of
land mass and in population connected to the mainland by US Route 1. According to the US
Census 2000 there are approximately 11,900 full-time residents who live in the planning area.
The Census indicates there are just over 8,000 housing units, however almost a quarter of these
are used as seasonal residences.
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Due to it's proximity to southern Miami-Dade County, Key Largo experiences a lot of 'day-
trippers' and seasonal residents. As the gateway to the Keys, every visitor or resident must pass
through Key Largo on their journey further south, therefore the impact that Key Largo feels is
much greater then that of the rest of the Keys.
The Key Largo community is a mix of commercial enterprises along US 1, residential
neighborhoods located down side streets, large portions of native habitat which are home to
numerous endangered species, resort complexes catering to the tourist economy, and the gateway
to the nations' only barrier reef. The goal of the Livable CommuniKeys planning process is to
recognize and support the uniqueness of the island community and provide direction for future
growth in areas intrinsically suited for it for the benefit residents and visitors alike.
Objectives
The Monroe County Planning Department will work closely with the chosen firm to develop a
Master Plan document for the Island as a part of the Livable CommuniKeys Planning Process.
The Monroe County Planning Department envisions the planning process in four stages.
1. Existing Conditions data collection
The consultant will compile a report on the existing conditions of the planning area in order to
use gather facts and make future land use decisions. The Existing Conditions report shall include
the following elements (at a minimum):
a. Land use inventory
b. Demographic profile
c. Transportation infrastructure
d. Parks and recreation facilities
e. Public service facilities
f. Environmental resources
g. Economic development and tourism
h. Historic, cultural and archeological resources
1. Housing and community design
J. Viewscapes and US 1 streetscapes
In addition to the above inventory elements, the Existing Conditions report shall include (but are
not limited too) mapping components for each element illustrating existing land uses coded by
LBCS, roadway networks, environmental habitat types, historic resource locations, and housing
types.
The planning area is unique in it's proximity to Miami-Dade county and more than any other area
of the Keys is impacted by the growth pressures of it's neighbor to the north. An analysis of the
growth occurring in South Miami-Dade and the impacts it may have on the planning area should
be included as a part of the existing conditions report. The analysis should include at a minimum
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the potential impact of growth on traffic, economic development, housing, and redevelopment on
the planning area.
Currently, throughout the Keys, the loss of affordable housing is of great concern. A major
portion of the affordable units are located within RV and mobile home parks. The parks are
being redeveloped into upscale housing and displacing the residents. An inventory and analysis
of the R V and mobile home parks within the planning area should be included as part of the
existing conditions report, as well as the redevelopment potential and impact of the loss of
affordable housing.
The Planning Department shall provide base information for the existing conditions report as
needed.
2. Visioning Workshops/Communitv input
The consultant will act as a member of the Livable CommuniKeys Planning team, with the
Planning Department, and assist in the preparation and facilitation of community workshops and
other public input sessions. The community participation elements involved in creating the
Master Plan shall include:
a. Interview community leaders and key area stakeholders
b. An introduction and visioning workshop to present the Livable CommuniKeys planning
process and determine a community Vision for the Master Plan.
c. A community survey regarding future needs/desires for the planning area
d. A survey to business owners/operators in the planning area to determine the specific needs of
the commercial enterprises
e. A second community workshop to form future goals for the planning area
f. Newsletters/mailings to be distributed after key sessions with information on the findings of
surveys, workshops, and the formation of a community vision
Examples of previous workshop exercises, questionnaires, surveys and newsletters shall be
provided by the Planning Department as templates, if necessary.
US 1 plays a major role in the shaping of the planning area. It is both the main local street and a
arterial with a high traffic volume. For these reasons, a separate US 1 corridor enhancement
workshop will be facilitated by the consultant and will look specifically at the opportunities and
constraints within the corridor area, including the identification and analysis of sites susceptible
to change ('soft' sites) and areas that are not likely to face changes ('hard' sites), with particular
attention to RV and Mobile Home Parks. This workshop may be held after the Master Plan
workshops, while the plan is being drafted. The corridor enhancement workshop shall focus on
answering questions such as: what people do and do not like about the aesthetics of the corridor
area, identify areas that would benefit from low cost improvements on public property, identify
the 'look' of the area and specific land development regulations necessary to facilitate and
maintain the community character such as for signage, parking, setbacks, landscaping, fa9ade
improvements and lighting. The results of this workshop, both text and graphic, will be included
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within the Master Plan document and will be coordinated with both the Overseas Heritage Trail
Master Plan and the Florida Keys Scenic Highway Program.
3. Draft Master Plan
Using input and insights gained from discussions with community leaders, public workshops,
and the planning staff, the consultant shall develop a draft master plan following the Livable
CommuniKeys Master Plan outline which will be provided by the Planning Department. The
draft plan shall include the following elements:
a. An introduction including the purpose of the plan, a description of the planning process, and
a summary of the community input obtained
b. A refined community vision which reflects the future needs and desires of the planning area
c. A series of goals which address different faucets of the future development of the community
and support the community vision
d. A summery of the current conditions relating to each specific goal
e. Recommended policies and actions which will focus on specific aspects and implementation
ofthe goals
f. The fiscal implications and anticipated capital improvement projects associated with
proposals outlined in the plan
g. Associated map documents to support the plan
The plan shall include recommendations on appropriate land use changes within the US I
Corridor and surrounding areas with suggested zoning and future land use changes. In order to
implement the Master Plan, specific recommendations for both Comprehensive Plan and Land
Development Regulations amendments for overlay districts, non-conformities, signage, design
standards, etc.
4. Community Participation. Part Two
Once the recommendations from the draft plan are complete, the Livable CommuniKeys Team
will present the draft to the community for feedback and further suggestions to refine the
recommendations. Any changes to goals, policies, or any other part of the plan shall be made
and initial draft of the plan for public hearings produced.
The draft will then be presented to the Planning Commission for public review and comment,
and any suggested changes shall made. After approval by the Planning Commission the draft
plan and associated maps will be presented to the Board of County Commissioners for approval.
As a part of the Livable CommuniKeys Team the consultant will assist in these presentations.
8
Responses to Statements of Qualification Review Criteria
The Review Committee will meet to consider each response to the Request Proposals. The
Committee will rank each firm based on the following list of criteria.
The following is the list of criteria and maximum possible in brackets, with which the Committee
will evaluate each Response:
· Professional Qualifications of Project Staff: Extent of background of key project staff in land
use planning with emphasis on commercial development, commercial market and tourism
research, and preparation of development standards and regulations for a mixed use
residentiaVcommercial development. [30 points]
· Objective Areas of the RSQ: Extent to which the Response addresses each objective area of
the RSQ and demonstrates an understanding of the needs of Key Largo. [20 points]
· Experience of Respondent: Extent to which the Respondent demonstrates that proposed
project staff have experience working together on similar efforts with a residential and
commercial oriented island community associated with a tourism-based economy. [15 points]
· Methodology and Analytical Approach: Extent to which analytical methods and approach to
data collection and assessment will successfully achieve objective areas ofthe RSQ.
[15 points]
· Project Management: Extent to which Respondent demonstrates a solid management
structure that will expeditiously complete the project and be accessible and responsive to the
needs ofthe County project manager. [20 points]
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DRUG-FREE WORKPLACE FORM
The undersigned vendor in accordance with Florida Statute 287.087 hereby certifies that:
(Name of Business)
1. Publish a statement notifying employees that the unlawful manufacture, distribution,
dispensing, possession, or use of a controlled substance is prohibited in the workplace and
specifying the actions that will be taken against employees for violations of such prohibition.
2. Inform employees about the dangers of drug abuse in the workplace, the business's policy of
maintaining a drug-free workplace, any available drug counseling, rehabilitation, and employee
assistance programs, and the penalties that may be imposed upon employees for drug abuse
violations.
3. Give each employee engaged in providing the commodities or contractual services that are
under bid a copy of the statement specified in subsection (1).
4. In the statement specified in subsection (1), notify the employees that, as a condition of
working on the commodities or contractual services that are under bid, the employee will abide
by the terms of the statement and will notify the employer of any conviction of, or plea of guilty
or nolo contendere to, any violation of Chapter 893 (Florida Statutes) or of any controlled
substance law of the United States or any state, for a violation occurring in the workplace no later
than five (5) days after such conviction.
5. Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or
rehabilitation program if such is available in the employee's community, or any employee who is
so convicted.
6. Make a good faith effort to continue to maintain a drug-free workplace through
implementation ofthis section.
As the person authorized to sign the statement, I certify that this firm complies fully with the
above requirements.
Bidder's Signature
Date
10
NON-COLLUSION AFFIDAVIT
L offue~y
of according to law on my oath, and under penalty
of petjury, depose and say that;
1) I am , the bidder making the
Proposal for the project described as follows:
PROFESSIONAL SERVICES TO PREPARE A
COMMUNITY MASTER PLAN FOR THE ISLAND OF KEY LARGO
IN MONROE COUNTY [FLORIDA KEYS]
2) The prices in this bid have been arrived at independently without collusion,
consultation, communication or agreement for the purpose of restricting competition, as to any
matter relating to such prices with any other bidder or with any competitor;
3) Unless otherwise required by law, the prices which have been quoted in this bid have
not been knowingly disclosed by the bidder and will not knowingly be disclosed by the bidder
prior to bid opening, directly or indirectly, to any other bidder or to any competitor; and
4) No attempt has been made or will be made by the bidder to induce any other person,
partnership or corporation to submit, or not to submit, a bid for the purpose of restricting
competition;
5) The statements contained in this affidavit are true and correct, and made with full
knowledge that Monroe County relies upon the truth of the statements contained in this affidavit
in awarding contracts for said project.
STATE OF
(Signature of Bidder)
COUNTY OF
DATE
PERSONALLY APPEARED BEFORE ME, the undersigned authority,
who, after first being sworn by me, (name of
individual signing) affixed his/her signature in the space provided above on this
day of
,20
NOTARY PUBLIC
My commission expires:
11
SWORN STATEMENT UNDER ORDINANCE NO. 10-1990
MONROE COUNTY. FLORIDA
ETHICS CLAUSE
warrants that hefit has not employed, retained
or otherwise had act on his/its behalf any former County officer or employee in violation of
Section 2 of Ordinance No. 10-1990 or any County officer or employee in violation of
Section 3 of Ordinance No. 10-1990. For breach or violation of this provision the County
may, in its discretion, terminate this contract without liability and may also, in its discretion,
deduct from the contract or purchase price, or otherwise recover, the full amount of any fee,
commission, percentage, gift, or consideration paid to the former County officer or employee.
(signature)
Date:
STATE OF
COUNTY OF
PERSONALLY APPEARED BEFORE ME, the undersigned authority,
who, after first being sworn by me, affixed hislher
signature (name of individual signing) in the space provided above on this
day of
,20_
NOTARY PUBLIC
My commission expires:
12
PUBLIC ENTITY CRIME STATEMENT
"A person or affiliate who has been placed on the convicted vendor list following a conviction for
public entity crime may not submit a bid on a contract to provide any goods or services to a public
entity, may not submit a bid on a contract with a public entity for the construction or repair of a
public building or public work, may not submit bids on leases of real property to public entity,
may not be awarded or perform work as a contractor, supplier, subcontractor, or consultant under a
contract with any public entity, and may not transact business with any public entity in excess of
the threshold amount provided in Section 287.017, for CATEGORY TWO for a period of 36
months from the date of being placed on the convicted vendor list."
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