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Staff Report
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Report To: General Government Committee
Date of Meeting: October 19, 2020 Report Number: FND-037-20
Submitted By:
Reviewed By:
File Number:
Trevor Pinn, Director of Finance/Treasurer
Andrew C. Allison, CAO
RFP2020-7
Report Subject: Cultural Heritage Consulting
Recommendations:
1. That Report FND-037-20 be received;
Resolution#: GG-369-20
By-law Number:
2. That Archaeological Research Associates Ltd. with a bid amount of $10,328.64 (net
HST rebate), providing the lowest hourly rate and meeting the passing threshold and
all terms, conditions and specifications of RFP2020-7 be awarded the contract for
the provision of Cultural Heritage Consulting Services subject to a satisfactory
reference check;
3. That the funds required for this project in the total amount of $10,328.64 (net HST
rebate) is in the approved budget allocation as provided, be funded from the
following account:
Description
Account Number
Amount
Planning Admin - Consulting
100-50-130-00000-7160
$10,329
4. That pending satisfactory service and pricing that the Purchasing Manager, in
consultation with the Acting Director of Planning and Development Services, be
authorized to extend the contract for up to four additional one-year terms; and
5. That all interested parties listed in Report FND-037-20 and any delegations be
advised of Council's decision.
Municipality of Clarington
Report FND-037-20
Report Overview
Page 2
To request authorization from Council to award the contract for the provision of Cultural
Heritage Consulting Services as required by the Municipality and in accordance with
RFP2020-7.
1. Background
1.1 The Municipality requires the assistance of a qualified consulting firm to provide the
required skills to assist with the evaluation and documentation of potential cultural
heritage resources and to provide guidance and advice and strategy for general cultural
heritage matters.
1.2 A Request for Proposal (RFP) was drafted to allow for the Municipality to select a
qualified consultant with the skills, resources and experience necessary to provide
engineering services as per the specifications provided by the Planning and
Development Services Department.
1.3 RFP2020-7 was issued by the Purchasing Services Division and advertised
electronically on the Municipality of Clarington's (the Municipality) website. Notificatior
of the availability of the document was also posted on the Ontario Public Buyer's
Association website. The RFP was structured on the price — based two envelope RFP
system. Twenty companies downloaded the document.
1.4 The RFP closed on August 5, 2020.
2. Analysis
2.1 The RFP stipulated among other things, that bidders were to provide a description of
Firm/Consulting team, key qualifications, firm profile, highlight of past service and
experience of team members with projects of similar size, nature and complexity and a
demonstrated understanding of the Municipality's requirements.
2.2 Eleven submissions were received (refer to Attachment 1) by the closing date and time.
One submission was deemed non -compliant as it was received after the stipulated
closing time. Ten submissions met the mandatory requirements and moved forward to
the first phase of evaluation.
Municipality of Clarington
Report FND-037-20
Page 3
2.3 The Municipality reached out to the nine firms, who had downloaded the RFP but chose
not to bid, to inquire as to why they chose not to bid. The responses received to the
Municipality's inquiry are as follows:
• Two companies advised that they were not able to take on additional work given
their current workload;
• One company advised that upon reviewing the document that they were not able to
meet the requirements;
• One company felt that they could not bid competitively so chose not to bid at this
time; and
• Five companies did not respond to the Municipalities request for information.
2.4 Each submission consisted of a comprehensive proposal identifying
• Qualifications and experience;
• Experience of the proponent/sub-consultants with projects of similar nature, size
and complexity;
• The proposed team who would be working with the Municipality;
• The Proponent's understanding and approach to complete the project;
• Key project challenges and demonstrating that the Proponent has adequate
resources and an appropriate strategy for addressing the challenges.
• An appropriate stakeholder and public consultation approach;
• The proposed tasks and timelines; and
• Identification of accessibility design, features and criteria.
2.5 The submissions were reviewed and scored in accordance with the established criteria
outlined in the RFP by an evaluation team consisting of staff from the Planning and
Development Services Department and the Purchasing Services Division. Some of the
areas on which submissions were evaluated were as follows:
• Allocated roles and responsibilities of the proposed team members;
• Proposed approach to completing the project;
• Proposed timelines to complete the tasks required;
• Highlights of services provided within the past five years only; and
• The Proponent's understanding of the Municipality's requirements, the project and
any related issues or concerns.
Municipality of Clarington
Report FND-037-20
Page 4
2.6 Upon completion of the evaluation, the evaluation committee concluded that the
following eight proponents met the pre -established threshold of 80% for Phase 1 and
moved on to the second phase information:
• Archaeological Research Associates Ltd.;
• Archaeological & Cultural Heritage Services;
• Common Bond Collective;
• George Robb Architect;
• McCallum Sather;
• Stantec;
• Steven Burgess Architects Inc.; and
• WSP Canada Inc.
2.7 It was deemed by the evaluation committee that presentations from the proponents who
made it to phase 2 were not required and their pricing envelopes were opened and
evaluated. The submission from Archaeological Research Associates Ltd. had the lowest
price based on their hourly rate.
2.8 Archaeological Research Associates Ltd. has successfully provided similar services for
which the Municipality has seen and reviewed. However, references are being checked
and the award will be subject to a satisfactory reference check.
3. Financial
3.1 The funds required for this project in the amount of $10,328.64 (net HST rebate) is in
the approved budget allocation as provided, be funded from the following account:
Description
Account Number
Amount
Planning Admin - Consulting
100-50-130-00000-7160
$10,329
4. Concurrence
This report has been reviewed by the Acting Director of Planning and Development
Services who concurs with the recommendations.
Municipality of Clarington
Report FND-037-20
5. Conclusion
Page 5
It is respectfully recommended that Archaeological Research Associates Ltd. having the
lowest hourly rate and meeting all terms, conditions and specifications of RFP2020-7 be
awarded the contract for the provision of Cultural Heritage Services as required by the
Planning and Development Services.
Pending satisfactory service and pricing that the Purchasing Manager, in consultation
with the Director of Planning and Development Services, be authorized to extend the
contract for up to four additional one-year terms.
Staff Contact: David Ferguson, Purchasing Manger, 905-623-3379 Ext. 2209 or
dferguson@clarington.net.
Attachments:
Attachment 1 — Summary of Proposals Received
Interested Parties:
List of Interested Parties available from Department.
Municipality of Clarington
Report FND-037-20
Page 6
Attachment 1 to Report FND-037-20
Summary of Proposals Received
Municipality of Clarington
RFP2020-7
Cultural Heritage Consulting Services
Bidder
Architectural Research Associates Inc.
Archaeological & Cultural Heritage Services
Common Bond Collective
ERA Architects Inc.
George Robb Architect
McCallum Sather
Stantec *
Steven Burgess Architects Ltd.
Vincent Santamaura Architect
WSP Canada Inc. *
Parslow Heritage Consultancy Inc.
Note: Bidders with an asterisk (*) are the companies who were shortlisted.
Bidder Non -compliant