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Staff Report
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Report To: General Government Committee
Date of Meeting: January 22, 2024 Report Number: FSD-003-24
Submitted By: Trevor Pinn, Deputy CAO, Finance and Technology/Treasurer Mary -
Reviewed By:
File Number:
Anne Dempster, CAO
RFP2023-7
Resolution#:JC-008-24
By-law Number:
Report Subject: DC and CBC Background Studies and Draft By -Laws
Recommendations:
1. That Report FSD-003-24, and any related delegations or communication items, be
received;
2. That the proposal received from Hemson Consulting Ltd, being the most responsive
bidder meeting all terms and conditions and specifications of RFP2023-7, be
awarded the contract for the Development Charge (DC) Background Study,
Community Benefits Charge (CBC) Strategy, and corresponding by-laws;
3. That the $135,348.72 (Net HST Rebate) required for this project, be funded from the
General Corporate Professional Fees account; and
4. That all interested parties listed in Report FSD-003-24, and any delegations be
advised of Council's decision.
Municipality of Clarington
Report FSD-003-24
Report Overview
Page 2
To request authorization from Council to award Request for Proposal RFP2023-7 for the
development of a DC Background Study, CBC Strategy, and the corresponding draft By -
Laws.
1. Background
1.1 The Municipality of Clarington requires the services of a qualified consulting firm to
assist with the development of a DC Background Study, CBC Strategy, and
corresponding draft By -Laws.
1.2 The scope of work includes background analysis, specific policy analysis and the
incorporation of data provided by municipal staff and others to complete a new DC
Background Study and corresponding draft By -Law, along with a CBC Strategy and
corresponding draft By-law.
1.3 The Terms of Reference were prepared by the Manager of Financial Planning/Deputy
Treasurer, Finance and Technology Department and provided to the Purchasing
Services Division.
1.4 Request for Proposal RFP2023-7 was issued by the Purchasing Services Division and
advertised electronically on the Municipality's website.
2. Analysis
2.1 The RFP closed on September 27, 2023.
2.2 The RFP stipulated, among other things, that the proponents were to provide a
description of the firm/consulting team, key qualifications, firm profile, highlights of past
service and experience of team members with projects of similar size, nature and
complexity, and demonstrate an understanding of the Municipality's requirements.
2.3 Three companies downloaded the document. Two proposals were received (refer to
Attachment 1) by the stipulated closing date and time. Both proposals received
complied with Phase 1 - Mandatory submission requirements and were distributed to
the evaluation committee for review, evaluation and scoring.
2.4 The technical proposals were evaluated and scored independently by the members of
the evaluation committee, in accordance with the established criteria as outlined in the
RFP. The evaluation committee was comprised of three staff members from the
Finance and Technology Department and Planning & Infrastructure Services.
Municipality of Clarington
Report FSD-003-24
Page 3
2.5 The evaluation committee met to review and agree upon the overall scores for each
proposal. Some of the areas on which the submissions were evaluated were as follows:
• The Proponent's understanding of the Municipality's requirements;
• Highlights of services provided and performing similar work on projects of
comparable nature, size and scope, in a municipality of similar population size;
• A methodology describing the Proponent's project management approach, work
plan, goals, objectives and methods of communications to be utilized to meet the
requested deadlines; and
• A proposed solution, including a detailed work plan indicating the project method,
schedule, Gantt chart, tasks and deliverables showing an estimated overall
timeline of the project.
2.6 Upon completion of the evaluation, both submissions met the established threshold of
80 percent for Phase 2 — Technical Submission and moved forward to Phase 3 -
Pricing. It was determined by the evaluation committee, that a presentation from the
short-listed proponents would not be required.
2.7 The pricing envelopes were opened and evaluated as prescribed in the RFP document.
2.8 Upon completion of the evaluation scoring, the recommendation is to award a contract
for the noted work to the highest -ranked proponent, Hemson Consulting Ltd.
2.9 Hemson Consulting Ltd has provided services to the Municipality in the past with
satisfactory results.
3. Financial Considerations
3.1 The funding required for this project is $135,348.72 (Net HST Rebate) be approved and
funded from the following account:
Description
Account Number
Amount
General Corporate Professional Fees
100-21-211-00000-7161
$135,349
4. Concurrence
This report has been reviewed by the Deputy CAO, Planning & Infrastructure Services
who concurs with the recommendations.
Municipality of Clarington
Report FSD-003-24
5. Conclusion
Page 4
It is respectfully recommended that Hemson Consulting Ltd, be awarded the contract for
Consulting Services to complete the DC Background Study, CBC Strategy, and Draft
By-Law's as per the terms and conditions of RFP2023-7.
Staff Contact: David Ferguson, Purchasing Manager, 905-623-3379 ext. 2209 or
dferguson@clarington.net.
Attachments:
Attachment 1 - Summary of Bid Results
Interested Parties:
List of Interested Parties available from Department.
Municipality of Clarington Page 5
Report FSD-003-24
Attachment 1 to Report LLL-NNN-YY - Bid Summary
Municipality of Clarington
RFP2023-7 — DC & CBC Background Study and Draft By-Law(s)
Bid Summary
Bidder
11 Hemson Consulting Ltd. * 11
Watson & Associates Economists Ltd. *
Note: * Denotes Proponents who were shortlisted.