Affordable Housing Plan Implementation

Agency: American Planning Association
State: Federal
Type of Government: State & Local
NAICS Category:
  • 541611 - Administrative Management and General Management Consulting Services
Posted Date: Oct 29, 2021
Due Date: Dec 17, 2021
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Affordable Housing Plan Implementation Town of Morrisville

Morrisville, NC

Affordable Housing Plan Implementation for the Town of Morrisville, NC

Please visit the Bid & Proposal Opportunities page of the Town of Morrisville website to view the entire RFQ and the adopted 2019 Affordable Housing Plan.

Qualified organizations are invited to respond to the Request for Qualifications entitled: "Affordable Housing Plan Implementation." Submittals must be received by December 17, 2021, no later than 3:00 pm EST and should be sent as a PDF document via email to: Michele Stegall, Planning Director,, and Karen Bass, Purchasing & Contracts Manager,

Any requests for clarification or additional information regarding this RFQ shall be submitted via email no later than December 3, 2021 and shall be directed to: Michele Stegall, Planning Director, Any addenda, if necessary, will be posted to the Bid & Proposal Opportunities page of the Town's website by December 10, 2021. Date issued: October 25, 2021 Due date: Friday, December 17, 2021, 3:00 pm EST

I. Background

The Town of Morrisville is located in Wake County, in the vibrant Research Triangle region of North Carolina. The Town had a population of 29,630 in 2020 and is rapidly growing. As the Town grows, the cost of housing continues to increase. The median sales price for a home in Morrisville was $395,000 in June 2021 (Redfin). The average rent for an apartment in Morrisville was $1,456 in July 2021 (RENTCafé). As the cost of housing rises, individuals living and working in Morrisville are faced with increasingly limited access to affordable housing. The Town of Morrisville adopted an Affordable Housing Plan in the Fall of 2019.

The plan evaluated affordable housing needs in the Town and identified recommendations for implementing affordable housing initiatives. Recommendations included an Affordability Partnerships Toolkit, a Community Servant Housing Choice Program, and contributing to a regional housing trust fund. Council continued discussions about Plan implementation at their February 2021 Council Retreat and decided to move forward with portions of the Toolkit and to continue work on the Housing Choice Program. The Town seeks assistance from a qualified consultant for the first phase of Affordable Housing Plan implementation, including elements of the Toolkit and preliminary work on and potential implementation of a Housing Choice Program. See full text of the Affordable Housing Plan attached to this RFQ as Appendix A. The Town's recently adopted 2021 Land Use Plan also identifies housing diversity and affordability as an important plan goal and offers strategies and recommendations for increasing affordable housing development in the Town.

In addition to the Town of Morrisville's plans and work on affordable housing, outside agencies' work may also affect the tools and opportunities available to influence the development and preservation of affordable housing in Morrisville. Wake County is the Housing and Urban Development (HUD) entitlement jurisdiction for the Town of Morrisville and contributes funding towards certain housing and community development projects in Town. Wake County adopted a new Annual Action Plan for affordable housing in May 2021 which identifies the highest priority groups as households earning 50% AMI or below and populations experiencing or at risk of homelessness. The Annual Action Plan relates to the County's broader 20-year Affordable Housing Plan adopted in 2017. The North Carolina General Assembly may also act this session on proposals that would affect the tools available to local governments to implement affordable housing initiatives.

II. Scope of Services

This is a two-part project. A portion of the second part is contingent upon findings in Part I and subsequent direction from Town Council.

Please visit the Bid & Proposal Opportunities page of the Town of Morrisville website to view the entire RFQ and see details of each project task.

Project Part I







Project Part II




Part II, Task 3 is contingent upon findings and outcome of Part I of the Affordable Housing Implementation project. This portion of the project will proceed only with further direction from Town Council following completion of Part I.

III. Content and Format of Proposal Package

A selection committee will evaluate the submittals and may select the most qualified firm based on the responses as submitted or may conduct interviews with multiple firms prior to recommending a firm. Submittals shall be no longer than ten pages (front/back covers, Table of Contents, resumes, tab pages, and work samples are excluded from this total) and shall include the following:

LETTER OF INTEREST: The letter of interest provided in the submission shall include the following:

  • The name and address of the consultant and the state in which it is incorporated and chiefly located.
  • A brief description of the proposer and its interest in performing the required professional services.
  • The name, address, phone number and email address of the designated contact for the proposer.
  • A statement indicating any judgments against the proposer (prime, sub-consultants, and third-party consultants) within the last five (5) years, or pending litigation, related to professional conduct or services.
  • All addenda to the RFQ document (each addendum must be identified), if applicable.
  • Signature of a duly authorized official of the consulting firm or other person fully authorized to act on behalf of the firm or team.

FIRM AND STAFF QUALIFICATIONS: The submission shall include a general description of the firm and its background as it relates to this project. Specific information regarding the firm and staff shall be submitted and include:

  • Information regarding the firm's previous experience with similar projects performed within the last 5 years, including a brief description of these projects and project staffing.
  • Information demonstrating the firm and staff capabilities to perform all aspects of this project.
  • Information regarding the expertise and experience of staff person(s) to be assigned to work on the project including resumes/professional profiles of project staff and specific proposed responsibilities of project staff. Note that no substitutions to the proposed project team can be made without the prior written approval of the Town.
  • Information on the current and projected workload of key staff to be assigned to this project, including level and magnitude of involvement.
  • Three references including client name, address, contact person, telephone number, email, project start and end date as well as a project description. References should be for similar or related projects on which key staff that are proposed for this project have worked.

PROJECT APPROACH: The submission shall include a response to each task in the Scope of Services and identify how the requirements will be met. Each response will include a detailed statement of how the submitting firm intends to approach the work required.

ANTICIPATED SCHEDULE: The submission shall demonstrate how the submitting firm will manage its responsibilities and work scheduled to be performed, including work of and with Town personnel. Town staff proposes the below major milestones. The submission shall include a timeline of when the submitting firm estimates each milestone will be accomplished. Selection criteria will consider the timeliness of project commencement and the efficiency of the project work.

Part I

  • Kickoff meeting with Town staff
  • Research existing codes, policies, etc. and prepare for Phase I stakeholder engagement
  • Issue stakeholder survey for Community Servant Program
  • Outreach for Affordability Partnerships Toolkit
  • First draft of report on proposed Affordability Partnerships Toolkit complete and submitted to Planning Department for feedback
  • Work session with Planning and Zoning Board
  • Work session with Town Council and formal direction to commence Part II of the project.

Part II

  • Provide draft code amendments and policies to Planning Department staff to review
  • Planning and Zoning Board meeting – briefing, public comment session, recommendation to Town Council
  • Town Council Briefing
  • Town Council Public Hearing
  • Town Council Action
  • Provided Council directs the consultants to implement the Community Servant Housing Choice Program, program implementation is expected to run concurrently with drafting and adoption of code amendments and policies.

CONSULTANT'S EXPECTATIONS OF THE TOWN: A brief description of the services and tasks that the consultant would expect the Town to provide. The Morrisville Planning Department will be responsible for managing the project and overseeing the selected consultant's contract. Department staff will be involved throughout the project in reviewing draft documents, providing project input and feedback, preparing public notices, and facilitating the Board and Council review process. Town staff will meet regularly with the consult to discuss project progress, needs, and next steps.

WORK SAMPLES: The submission shall include two recent work samples of similar projects. Only digital work samples will be accepted.

IV. Submittal Process Details

Firm selection will be based on the letter of interest, firm and staff qualifications, project approach, anticipated schedule, and relevant work samples. The Town of Morrisville reserves the right to reject any responses to this RFQ that do not comply with the content and format of proposal requirements. The Town can also conduct discussions with any or all respondents. The Town accepts no financial responsibility for any costs or expenses incurred by any entity in responding to this RFQ. All submissions may be kept by the Town and may be disclosed to third parties at the Town's discretion.

V. Deadline and Submittal Details

Submittals are due no later than 3:00 P.M. on Friday, December 17, 2021. No submittals will be accepted after this time. Submittals should be emailed to Michele Stegall, Planning Director, and to Karen Bass, Purchasing & Contracts Manager,

VI. Submittal Review Schedule

The estimated schedule for review of submittals and consultant selection is identified below. The following dates are tentative and subject to change.

  • December 17, 2021: Submission deadline
  • December 31, 2021: Town staff review of submittals completed
  • January 3-7, 2022: Interviews conducted with select consultants
  • January 14, 2022: Selected firm notified
  • January 28, 2022: Contract finalized
  • January 31, 2022: Project commences

VII. Selection Process

This RFQ provides information necessary to prepare and submit qualifications for consideration and ranking by the Town. It is the intent of the Town to appoint a selection committee to review the submitted Statements of Qualifications. This committee will review each qualification submittal and rank the submittal based on the criteria requirements specified within this RFQ. The Town may invite firms for interviews, but this is not a required step in the selection process. At the conclusion of the interviews (if held), the selection committee will rank the firms based on the selection criteria and the interviews. The Town will provide written notification to all firms regarding final selection by January 31, 2022. Upon completion of the selection process, the highest ranked firm will be asked to submit a fee proposal to begin contract negotiations for a fair and reasonable price. By submitting its Statement of Qualifications in response to this RFQ, respondent accepts the evaluation process as outlined in the following section, acknowledges, and accepts that determination of the "most qualified" firm may require subjective judgments by the Town.

VIII. Evaluation Criteria

  1. Qualifications of the Firm: Outline and specify the qualifications of the firm to provide the requested services as outlined in the scope of work. This shall include any subconsultants that may be part of the team, if applicable. (25%)
  2. Overall Qualifications of the Project Manager and Project Team: Clear identification of the project manager and team personnel that will be assigned to the project. This section shall include the demonstrated project management and quality control methods employed by the team. (25%)
  3. Project Approach and Project Understanding: Preference shall be afforded to those firms that, in the opinion of the Town, will be able to adequately respond to requests for consultation meetings or project administration requirements, and firms having a detailed understanding of the project requirements. (25%)
  4. Relevant Experience. (15%)
  5. Timeliness and efficiency of proposed project schedule. (10%)

Please visit the Bid & Proposal Opportunities page of the Town of Morrisville website to view the entire RFQ, including complete project details, General Terms and Conditions, and Public Records Notice.

Request Type
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Friday, December 17, 2021
Contact Information Website
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