Board of Selectmen - 53 (05/24/2022)

FINANCE DEPARTMENT
Memo
May 17, 2022
Mr. Rob Brule
First Selectman
Town of Waterford
15 Rope Ferry Road
Waterford, CT 06385
Re: Bid Award — BID#22-116 Waterford Plan of Preservation Conservation and Development
Update
Dear Mr. Brule,
On March 4, 2022, Maryellen McConnell and | opened bids for the above-mentioned project
with the attached results.
The Purchasing Agent on behalf of the Planning Department recommends the contract for this
project be awarded to the most qualified bidder FHI Studio for $102,272.00, in accordance with
bruary 18, 2022.
Line Item 10110-52030 Professional Fees.
Purchasing Agent,
/ 
Town of Waterford

 
 
 
 
 
 
DEPARTMENT OF PLANNING AND DEVELOPMENT 
 
 
MEMORANDUM 
 
TO:      Rawle Dummett, Purchasing Agent 
 
FROM: Abby Y. Piersall, AICP, Director of Planning and Development 
 
DATE: May 12, 2022 
 
TITLE: Recommendation for Consultant for the Plan of Preservation, Conservation, and Development 
Update 
 
 
Five consulting firms submitted proposals to assist the Planning and Zoning Commission with the 
upcoming update to the POCD. They included Planimetrics, BFJ Planning, SLR International Corporation, 
FHI Studio, and Hardesty and Hanover.  Fee proposals ranged from $50,015 to $151,000.  
 
All firms generally demonstrated the capacity to assist the Commission with this project. The lowest 
proposal included significantly fewer overall hours and a more generalized approach to the project than 
the Planning and Zoning Commission desired.  The Commission reviewed proposals and interviewed two 
firms whose experience, expertise, and proposed price most closely aligned with the advertised scope of 
services.  Based on proposals and the subsequent interview, the Planning and Zoning Commission voted 
at its regular meeting on Tuesday, May 10th to recommend that FHI Studio be awarded the contract in 
the amount of $102,272.  $100,000 would be funded from the existing Capital appropriation, and the 
remaining $2,727 would be funded from the Commission’s Professional Fees budget line.  
 
For reference, the scope of services and deliverables for this project were advertised as follows:  
Scope of Services   
1. Review the existing POCD and other relevant plans and documents, including the Town 
Center Vision and Strategic Plan, Affordable Housing Plan (which is intended for adoption 
as a subsection of the POCD), and Climate Change Vulnerability, Risk Assessment, and 
Adaptation Study, Harbor Management Plan, Hazard Mitigation Plan, Watershed 
Management Plans, and State and Regional plans to ensure consistency in 
recommendations for policy outcomes and implementation strategies.   
2. Update relevant data, including but not limited to demographic, land use, housing, 
transportation, economic, utilities, historic resources, etc. Update or generate new maps 
and graphics. 
FIFTEEN ROPE FERRY ROAD 
WATERFORD, CT 06385-2886 

 
3. Develop a comprehensive update to Waterford’s POCD that identifies and provides 
direction on issues of land use, conservation, open space management, transportation, 
energy and utilities, housing, resiliency, coastal resource management and climate 
change impact, equity, economic development, historic preservation, and community 
services.   
4. Execute a robust and creative public engagement program in partnership with POCD 
Committee and Town Staff. The engagement program should, at a minimum, include a 
project website, strategies to ensure meaningful public participation, and a summary of 
proposed meetings within the project timeline. The engagement program should 
proactively identify ways to engage underrepresented members of the community and 
provide equitable opportunities for participation.  
5. Assess 
the 
Town’s 
current 
Economic 
Development 
program 
and 
provide 
recommendations for strategies, services, and organizational capacity to achieve 
economic development goals. The assessment should include an evaluation of 
Waterford’s role in the regional economy and identify growth opportunities.  
6. Ensure compatibility with the metrics identified by Sustainable CT in the proposed POCD.  
At the end of the project, the successful firm will deliver:  
• 
A comprehensive update to Waterford’s POCD that meets Connecticut’s statutory 
requirements. The final document will be provided in print (and ready-to-print) and 
digital formats. Materials will be user-focused, easily navigable, with clear graphics and 
searchable text (digital format).    
• 
Draft materials in print (as needed) and digital formats.  
• 
An executive summary identifying key issues and objectives raised in the final plan.  
• 
Single Page summary documents highlighting key goals identified in the Plan and actions 
associated with achieving them. The final number of summary pages TBD with the 
selected firm.  
• 
A digital form to assist Town Staff in drafting annual reports to the Planning and Zoning 
Commission on implementation progress.  
• 
GIS data for use in future municipal planning activities.  
 

Vendor
Total Amount of 
 Bid if relevant
  Notes
Bid Tabulation         
BID#22-116 POCD Update
BID OPENING March 4 2022 10:00am
FHI Studio
NA
Fees Provided pg 51
BFJ Planning 
NA
SLR International
NA
Hardesty and Hanover
NA
Fees Provided pg 21
Fees Provided pg 4
Fees Provided pg 52
Planimetrics
NA
Fees Provided pg 16

 
 
22-116 Waterford Plan of Preservation, Conservation, and Development Update 
1 
 
 
 
 
 
 
RFP 22-116 for the 
Waterford Plan of 
Preservation, 
Conservation, and 
Development Update.  
 
 
1/14/2022 
 

 
 
22-116 Waterford Plan of Preservation, Conservation, and Development Update 
2 
 
 
 
 
 
 
  ADMINISTRATIVE INSTRUCTIONS 
The Town of Waterford requests proposals from qualified planning consulting firms to 
partner with the Town in updating its Plan of Preservation, Conservation, and 
Development (POCD). Waterford’s POCD was last completed in 2012, with a supplement 
adopted in 2015.  
Demonstrate experience in successfully writing and updating POCDs in the State of 
Connecticut and in conformance with Connecticut General Statutes. Firms should 
clearly illustrate expertise in evaluating current and desired conditions in a community’s 
land use, conservation, transportation, energy and utilities, housing, historic 
preservation, resiliency, equity, economic development, and community services 
infrastructure. Firms should demonstrate expertise in mapping, interpreting and 
generating relevant data, facilitating consensus surrounding community goals and 
objectives, and crafting achievable implementation actions. Substantial expertise in 
public engagement is desired.  
Proposals should be sent to the Town Hall, Purchasing Department 15 Rope Ferry Road 
Waterford, CT 06385 where they will be opened in the Louise Appleby Room. Late 
proposals will not be accepted and it is the responsibility of the bidders to ensure that 
Proposals (including Signed addenda) arrive in the Town's purchasing office by the date 
and time listed above. 
 
        The Town reserves the right to accept or reject any or all Proposals, to waive 
irregularities and/or  informalities and to disregard all non-conforming, non-responsive, 
unbalanced or conditional Proposals. The Town of Waterford complies with all Equal 
Opportunity requirements. All qualified bidders will    receive consideration without 
regard to race, creed, color, national origin, sex, marital status, religion, ancestry, 
mental or physical handicap or age. 
 
 
Rawle Dummett 
Purchasing Agent 
Town of Waterford 
 
 
 
 
 
Issue Date: January 20, 2022 
Proposal Number: 22-116 Waterford Plan of Preservation, Conservation, and Development Update 
Agent/Contact: Rawle Dummett 
Submissions Must Be Received by: Tuesday February 18, 2022 at 10:00 a.m. 

 
 
22-116 Waterford Plan of Preservation, Conservation, and Development Update 
3 
 
 
 
 
Proposals shall be submitted no later than 10:00a.m on the above date and addressed to: 
Rawle Dummett 
Purchasing Agent 
Town of Waterford 
15 Rope Ferry Road 
Waterford, CT 06385 
 
Please include one original and two copies of your Proposal unless otherwise specified. 
 
ALL ENVELOPES MUST BE MARKED PROPERLY WITH PROPOSAL #, PROPOSAL DATE, AND 
PROPOSAL TITLE ONLY. 
 
All questions regarding this solicitation should be emailed to the Purchasing Agent, information listed 
below. Do not attempt to contact other staff members regarding your     submittal or any related 
proposal submittal. Questions/Requests for Information: All Questions shall be submitted in writing 
only and e-mailed to rdummett@waterfordct.org at least seven (7) days prior to the Proposal opening 
date. Bidders shall not attempt or engage in any ex parte or verbal communications with Town 
personnel prior to the Proposal opening deadline. 
 The Town of Waterford Town reserves the right to reject any or all proposals  thereof, to accept        
a proposal or portion thereof, and to waive any informality. 
 
Ownership of Documents – All qualification statements, bids and Proposals submitted by Bidders are 
to be the sole property of the Town and subject to the provisions of the Connecticut General Statutes 
(re: Freedom of Information). 
 
Ownership of Subsequent Products – Any work product, whether acceptable or unacceptable, 
developed under a contract awarded as a result of this Request for Proposal is to be the sole property 
of the Town unless stated otherwise in the Request for Proposal or contract. 
 
Timing and Sequence – Timing and sequence of events resulting from this invitation to Proposal will 
ultimately be determined by the Town. 
 
No Oral Agreements – The Town, its agencies and employees, shall not be responsible for any alleged 
oral agreement or arrangement made by a Bidder with any agency or employee of the Town or 
District. 
 
Rejection for Default or Misrepresentation – The Town reserves the right to reject the Proposal of 
any Bidder that is in default of any prior contract or for misrepresentation. 
 
Assigning, Transferring of Agreement – Bidders are prohibited from assigning, transferring, 
conveying, subletting or otherwise disposing of this agreement, their rights, title or interest therein 

 
 
22-116 Waterford Plan of Preservation, Conservation, and Development Update 
4 
 
or their power to execute such agreement by any other person, company, or corporation without the 
prior consent and approval in writing by the Town. 
 
Cost of Preparing Qualification/Proposal Statements – The Town shall not be responsible for any 
expenses incurred by any Bidder in preparing and submitting a Proposal.  
 
Project Description 
 
Project Name:      RFP for Town of Waterford Plan of Preservation, Conservation, and 
Development Update 
 
Project Location: Town of Waterford Plan of Preservation, Conservation, and Development 
Update 
 
 
           
                            Project Contact:  Town of Waterford, CT 
                                Rawle Dummett 
 
 
           Town of Waterford Purchasing Agent 
 
 
           rdummett@waterfordct.org 
 
 
 
           (860) 444-5842 
 
 
The Town of Waterford requests proposals from qualified planning consulting firms to partner with 
the Town in updating its Plan of Preservation, Conservation, and Development (POCD). Waterford’s 
POCD was last completed in 2012, with a supplement adopted in 2015.  
Demonstrate experience in successfully writing and updating POCDs in the State of Connecticut and 
in conformance with Connecticut General Statutes. Firms should clearly illustrate expertise in 
evaluating current and desired conditions in a community’s land use, conservation, transportation, 
energy and utilities, housing, historic preservation, resiliency, equity, economic development, and 
community services infrastructure. Firms should demonstrate expertise in mapping, interpreting and 
generating relevant data, facilitating consensus surrounding community goals and objectives, and 
crafting achievable implementation actions. Substantial expertise in public engagement is desired.  
Scope of Services   
1. Review the existing POCD and other relevant plans and documents, including the Town 
Center Vision and Strategic Plan, Affordable Housing Plan (which is intended for adoption 
as a subsection of the POCD), and Climate Change Vulnerability, Risk Assessment, and 
Adaptation Study, Harbor Management Plan, Hazard Mitigation Plan, Watershed 
Management Plans, and State and Regional plans to ensure consistency in 
recommendations for policy outcomes and implementation strategies.   

 
 
22-116 Waterford Plan of Preservation, Conservation, and Development Update 
5 
 
2. Update relevant data, including but not limited to demographic, land use, housing, 
transportation, economic, utilities, historic resources, etc. Update or generate new maps 
and graphics. 
3. Develop a comprehensive update to Waterford’s POCD that identifies and provides 
direction on issues of land use, conservation, open space management, transportation, 
energy and utilities, housing, resiliency, coastal resource management and climate 
change impact, equity, economic development, historic preservation, and community 
services.   
4. Execute a robust and creative public engagement program in partnership with POCD 
Committee and Town Staff. The engagement program should, at a minimum, include a 
project website, strategies to ensure meaningful public participation, and a summary of 
proposed meetings within the project timeline. The engagement program should 
proactively identify ways to engage underrepresented members of the community and 
provide equitable opportunities for participation.  
5. Assess 
the 
Town’s 
current 
Economic 
Development 
program 
and 
provide 
recommendations for strategies, services, and organizational capacity to achieve 
economic development goals. The assessment should include an evaluation of 
Waterford’s role in the regional economy and identify growth opportunities.  
6. Ensure compatibility with the metrics identified by Sustainable CT in the proposed POCD.  
 
Additional Information: 
At the end of the project, the successful firm will deliver:  
• 
A comprehensive update to Waterford’s POCD that meets Connecticut’s statutory 
requirements. The final document will be provided in print (and ready-to-print) and 
digital formats. Materials will be user-focused, easily navigable, with clear graphics and 
searchable text (digital format).    
• 
Draft materials in print (as needed) and digital formats.  
• 
An executive summary identifying key issues and objectives raised in the final plan.  
• 
Single Page summary documents highlighting key goals identified in the Plan and actions 
associated with achieving them. The final number of summary pages TBD with the 
selected firm.  
• 
A digital form to assist Town Staff in drafting annual reports to the Planning and Zoning 
Commission on implementation progress.  
• 
GIS data for use in future municipal planning activities.  

 
 
22-116 Waterford Plan of Preservation, Conservation, and Development Update 
6 
 
Firms should clearly identify their approach to performing the scope of services and providing all 
deliverables. Information in the proposal should include:  
• 
Description of Firm(s) history, expertise, and experience.  
• 
Identification of key team members and qualifications.  
• 
Clear public engagement strategy that meets the objectives identified in the scope of 
services. The strategy should include in-person and virtual tools.  
• 
For budgeting purposes, firms should anticipate a minimum of eight in-person committee 
meetings, ongoing discussions with Town planning staff, three general in-person public 
meetings to present draft and final plans, and two presentations at the time of final plan 
adoption. Up to five additional meetings for topic-specific discussions with the public, 
Boards and Commissions, or a combination thereof should be anticipated. A per-meeting 
cost for in person and virtual meetings proposed above the minimum amount should be 
provided.  
 
Submission Requirements 
 
The Proposal response should reflect clearly and accurately the capabilities, knowledge, 
experience, and Town of the Respondent to meet the requirements of the project and the  RFP. At 
a minimum, this will include submission of the following information: 
 
• 
Letter of Interest 
• 
Firm Description 
• Relevant Experience,  
• 
Online project management experience, such as conducting meetings via Zoom and/or 
similar platforms 
• 
Resumes of Project Team 
• Statement indicating the firm is independent, properly licensed to practice in Connecticut, 
and has no conflict of interest with regard to any other work performed by the firm for the 
Town of Waterford Town 
• Fee Schedule, itemized rate schedule, including typical hourly charge rates for labor  
classifications anticipated. 
• 
References (minimum of three within the last five years) 
• 
Other information deemed necessary to support the proposal 
 
Conditions of Request and Requirements 
 
The following conditions apply to this RFP: 
 
• The Town of Waterford reserves the right to withdraw this RFP without prior notice. 
Further, the Town makes no representations that any agreement will be awarded to any 
firm submitting a proposal. 

 
 
22-116 Waterford Plan of Preservation, Conservation, and Development Update 
7 
 
• The Town reserves the right to reject any and all proposals submitted in response to this 
request and to reject and sub-consultant or individual working on a consulting team. 
• 
Any changes to the proposal will be made by addendum. 
• In any event, the Town shall not be liable for any pre-contractual expenses incurred by any 
proposal or Consultant. This shall include pre-contractual expenses such as preparing the 
Proposal, submitting the proposal to the Town, negotiating   with the Town on any matter 
related to the Proposal or other expenses incurred prior to the date of award for any 
agreement related to the services herein described. 
• No prior, current or post award verbal agreements with any officer, agent of employees of 
the Town shall affect or modify any terms or modifications of this  RFP or any contract or 
option resulting from this process. 
• The Town reserves the right to waive any minor irregularities, informalities or oversights at 
its sole discretion. The term “minor” as used herein means any proposer or Town 
irregularities or oversights that do not materially affect or alter the intent and purpose of 
this RFP, and is not in violation of any State of Connecticut or Federal Government rules, 
laws and regulations that may apply to this procurement. 
 
Evaluation Criteria and Procedures 
Distribution and Outreach 
This 
RFP 
is 
being 
distributed 
to 
Town 
of 
Waterford 
website; 
https://www.waterfordct.org/purchasing/pages/bids-vendors 
 
Selection Team 
Town of Waterford Town staff will rate prospective consultants (firms) for this work using only 
objective criteria based upon the information obtained from the proposals. 
 
Selection Criteria 
The Town will use the following when evaluating the submittals received in response to this RFP: 
 
• 
Background and experience of firm and personnel  
• 
Past performance and service on similar assignments / projects  
• Proposed approach to completing the project objective (proposed scope of work)  
• 
Technical qualifications (staff who will work on the project)  
 
Selection Procedure 
 
Consideration of a prospective consultant’s (firm’s) proposal will be made only if the prospective 
consultant meets all the minimum requirements of this RFP. The Town reserves the right to adjust, 
increase, limit, suspend or rescind the rating based on subsequently learned information. The Town 
reserves the right to award a contract to the firm or firms that present the best qualifications and 
which best accomplish the desired results. 
 
Any consultant (firm) deemed not qualified, or consultants (firms) who’s rating changes sufficiently 
to disqualify them, will be notified in writing. No consultant shall have the right to an appeal based 
upon an incomplete or late submission of the proposal. 

 
 
22-116 Waterford Plan of Preservation, Conservation, and Development Update 
8 
 
 
Request for Supplemental Information: The Town reserves the right to require, from any  or all 
consultants (firms) supplemental information that clarifies submitted materials. 
 
Questions: All questions regarding this solicitation should be directed to the Town representative 
listed in this RFP. Do not attempt to contact other Town staff members regarding your submittal 
or any related proposal submittal. 
 
Incomplete Proposal: Incomplete and/or unsigned submissions will not be considered. However, 
if a submission is incomplete, and if it appears that the omission can be corrected  promptly, the 
affected firm may be contacted and offered the opportunity to complete the proposal and provide 
the required information within a prescribed amount of time, which will not be extended. If a firm 
does not respond within the time stated, the proposal will not be considered. 
 
Rejection of Submitted RFP: Proposals that are not current, accurate, and/or completed accurately 
in accordance with the prescribed format shall be considered non-responsive and eliminated from 
further consideration. The Town of Waterford reserves the right to accept or reject any or all 
Proposals or proposals; to waive any technicality in a Proposal or proposal or part thereof 
submitted, and to accept the Proposal deemed to be in the best interest of the Town of Waterford.  
Further, the Town reserves the right to split Proposals and quotations among two or more Bidders.   
The Town reserves the right to reject any Proposal submitted by a joint venture if the Town 
determines that any entity to the joint venture fails to satisfy the Town’s requirements (i.e., 
bonding, insurance, qualifications, responsibility). 
 
Selection Process Termination: The Town reserves the right to terminate the selection process, at 
any time, without making an award to any or all consultants. 
 
Disqualification: Factors such as, but not limited to, any of the following may be considered just 
cause to disqualify a proposal without further consideration: 
- 
Any attempt to improperly influence any member of the selection staff; 
- 
Existence of any lawsuit, unresolved contractual claim, or dispute between  consultant 
and the Town; 
- 
Evidence of consultant’s inability to successfully complete the responsibilities and  
obligations of the proposal; and 
- 
Consultant’s default under any agreement, which results in the termination of the 
agreement. 
 
Undue Influence: All firms submitting proposals declare and warrant, on a separate attachment, 
that no undue influence or pressure is used against or in concert with any officer or employee of 
the Town in connection with the award or terms of the Agreement that will be executed as a result 
of award of this contract, including any method of coercion, confidential financial arrangement, or 
financial inducement. No officer nor employee of the Town will receive compensation, directly or 
indirectly, from the consultant, or from any officer, employee, or agent of the consultant, in 
connection with the award of the Agreement or any work to be conducted as a result of the 
Agreement. 
 

 
 
22-116 Waterford Plan of Preservation, Conservation, and Development Update 
9 
 
 
No Conflict of Interest: Bidder certifies, by submitting a proposal, that no owner, employee or 
family member (defined for purposes of this RFP as a spouse, parent, sibling or child) of an owner 
or employee of bidder is a current or former employee of the Town.  Bidder further certifies that 
no owner or employee of bidder has any interest, direct or indirect, which is incompatible with the 
proper discharge of the proposed duties in the public interest or that would tend to impair Bidder’s 
independent judgment or action in the performance of the proposed duties. 
 
Bidder certifies that it does not have any past, present or currently planned interests which are an 
actual or potential organizational conflict of interest with respect to performing the work for Town 
under this RFP. 
Bidder hereby covenants and agrees that no employee, elected official or appointed official of the 
Town has any interest in this Agreement or will directly or indirectly benefit therefrom. 
 
Employment of Certain Persons Prohibited.  No person under the age of sixteen years and no person 
who at the time is serving sentence in a penal or correctional institution shall be employed on the 
work covered by this Contract. 
Compliance with Town Regulations  
Bidder shall cause all persons performing work pursuant to the contract between Bidder and the 
Town to comply with all Town requirements, including instructions pertaining to conduct and to 
building access and related requirements issued by the Town. All personnel shall wear readily visible 
identification in a form that is satisfactory to the Town. The Town may promulgate and modify from 
time to time rules and regulations relating to conduct as the Town, in its sole discretion, may 
determine, and the contractor shall cause all persons performing work to comply with any such 
requirements. 
Confidential Information  
Bidder shall cause all persons under its control who are providing services or materials under or 
through Bidder’s contract with the Town to preserve and protect all information of the Town to 
which they may have access during the performance of work as confidential.  Bidder expressly 
acknowledges that if the facilities that are the subject of the Project are school facilities or public 
buildings, the security and safety of the occupants, users and general public are of paramount 
importance and Bidder shall observe and enforce appropriate security protocol to ensure the safety 
of users and occupants.   
 
 
 
 
 

 
 
22-116 Waterford Plan of Preservation, Conservation, and Development Update 
10 
 
 
COMPLETE AND RETURN 
PROPOSAL #: 
 
PROPOSAL TITLE 
 
 
PROPOSAL FORM 
 
TO: 
Purchasing Agent 
 
Town of Waterford Purchasing Department 
              15 Rope Ferry Road, Waterford CT 06385 
 
 
 
I have received the Proposal documents entitled  
 
 
 
 
 
 
 
and dated  
 
 
 
 
 
 
I have received Addenda dated as follows:     
 
 
 
 
 
I have considered and included the provisions of the Proposal documents noted above in my 
Proposal.  I have examined the Proposal documents and I submit the following PROPOSAL: 
 
In submitting this Proposal, I agree: 
 
1. 
To hold my Proposal, open until 90 days after the date on which Proposals are due. 
 
2. 
To enter into and execute a contract provided by the Town, without alteration by me, if 
awarded on the basis of this Proposal, according to the contract form provided by the Town 
of Waterford. 
3. 
To accomplish the work in accord with the Proposal Specifications and Contract Documents 
and to the extent that there is a conflict between the provisions of any Proposal documents, 

 
 
22-116 Waterford Plan of Preservation, Conservation, and Development Update 
11 
 
the order of precedence shall require me to provide the item or service that is of the greater 
value or benefit to the Town of Waterford. 
 
 
4. 
I acknowledge that the Town of Waterford reserves the right to accept or reject any or all 
Proposals, alternates, options, or proposals; to waive any technical defect in a Proposal or 
part thereof submitted, and to accept the Proposal deemed by the Town to be in the best 
interest of the Town of Waterford. 
 
______________________________          ______________________________           
 
Name  
 
 
                  Title  
 
 
 
          Date 
 
     _____________________              __________________________ 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

 
 
22-116 Waterford Plan of Preservation, Conservation, and Development Update 
12 
 
 
 
 
COMPLETE AND RETURN 
Bid #: 
 
Bid TITLE: 
 
 
 
 
  NON-CONFLICT AFFIDAVIT OF RESPONDENTS 
 
 
No Elected or Appointed Official, SBC member or other officer or employee or person whose salary 
is payable in whole or in part from the Town of Waterford, nor any immediate family member 
thereof, is directly or indirectly interested in the Bid/Proposal, or in the supplies, materials, 
equipment, work or labor to which it relates, or in any profits thereof. 
 
 
The undersigned further certifies that this statement is executed for the purpose of inducing the 
Town of Waterford to consider the statement of qualifications submitted herein. 
 
State of Connecticut S.S. 
County of ___________________ 
 
Subscribed and sworn before me this _______ day of ________________, 20______. 
 
Legal Name of Respondent:  __________________________________ 
 
Business Name: 
____________________________________ 
Business Address: 
____________________________________ 
 
 
 
____________________________________ 
 
______________________________________ 
Signature and Title of Person 
 
 
By: ______________ My Commission Expires: _____________ 
 
Notary Public Date: _____________ 
 
 
 
 
 
 

 
 
22-116 Waterford Plan of Preservation, Conservation, and Development Update 
13 
 
 
 
 
COMPLETE AND RETURN 
BID #: 
 
BID TITLE: 
 
 
 
  NON-COLLUSIVE BID STATEMENT 
 
 
The undersigned bidder, having fully informed itself regarding the accuracy of the statements 
herein, certifies that: 
 
(1)  The Proposal has been arrived at by the bidder independently and has been submitted without 
collusion with, and without any agreement, understanding, or planned common course of action 
with, any other vendor or bidder of materials, supplies, equipment, or services described in the RFP, 
designed to limit independent bidding or completion, and 
 
(2)  The contents of the Proposal have not been communicated by the bidder or its employees or 
agents to any person not any employee or agent of the bidder or its surety on any bonds furnished 
with the Proposal and will not be communicated to any such person prior to the official opening of 
the Proposal. 
 
The undersigned bidder further certifies that this statement is executed for the purposes of inducing 
the Town of Waterford to consider the Proposal and make an award in accordance therewith. 
 
 
 
 
 
 
 
 
               
 
 
______ 
 
 
 
 
 
 
 
Legal Name of Bidder 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Business Address 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Signature and Title of Person 
 
 
 
 
 
 
 
Authorized to Sign 
 
 
 
 
 
 
 
               
 
 
 
 
 
 
 
 
                                                       Printed Name 
 
 
 
 
                                                      
 
 
 
 
 
 
 
 
 
 
 
Date 
 
 

 
 
22-116 Waterford Plan of Preservation, Conservation, and Development Update 
14 
 
 
 
COMPLETE AND RETURN                                                       
PROPOSAL #: 
 
PROPOSAL TITLE: 
 
 
 
 
 
PRICE SHEET 
 
You are required to furnish the following information to the Town of Waterford:                            
 
Name and address of Company         ______________________________________________ 
(Print or type) 
 
 
 
 
        ______________________________________________ 
 
Name and Title of Agent of Company ______________________________________________ 
(Print or type) 
 
Signature: ____________________________________________ Date: __________________ 
 
Telephone: _____________________________ 
Email: ________________________________ 
 
Fax:  __________________________________ 
Federal I.D. Number: ____________________ 
 
Lump sum price for equipment, material, and labor: $__________________________________ 
 
$___________________________________________________________________________ 
WRITTEN AMOUNT 
 

 
 
22-116 Waterford Plan of Preservation, Conservation, and Development Update 
15 
 
 
AFFIRMATIVE ACTION STATEMENT 
 
NOTE: IF YOUR COMPANY HAS LESS THAN 10 EMPLOYEES, OR HAS COMPLETED THIS SAME FORM 
WITHIN 1 YEAR, YOU MAY DISREGARD THE FOLLOWING EQUAL EMPLOYMENT/AFFIRMATIVE 
ACTION SECTION, EXCEPT AS NOTED. 
 
 
OR: 
(1) 
The number of employees   
 
 
(2) 
Completed this form within one year  Yes  
No 
 
FOR SEALED BIDS: If your company has completed this form within one year please forward a 
photocopy of the initial form with your Proposal. If significant changes have taken place within the 
past year, please update the information on this form. 
 
REQUIREMENT Any vendor/bidder seeking to do business with the Town of Waterford must, upon 
request, supply the Town with any information concerning the Affirmative Action/Equal 
Employment practices of the vendor/bidder, which the Town and/or Commission deems necessary 
in fulfilling its charge. Failure to supply such information, when requested, will result in the 
termination of any further transactions between the vendor/bidder and the Town of Waterford. 
 
COMPANY NAME AND ADDRESS 
 
 
 
TYPE OF BUSINESS 
 
 
TYPE OF ORGANIZATION 
 
  
Corporation  
Partnership  
Individual 
 
If unit filing this application is not the above-named company, give the name, address and 
telephone number of reporting unit. (Branch, agent, representative) 
 
 
 
 
AFFIRMATIVE ACTION/EQUAL EMPLOYMENT ACTIVITIES 
 

 
 
22-116 Waterford Plan of Preservation, Conservation, and Development Update 
16 
 
 
Please indicate the name and address of the company official(s) responsible for carrying out the 
Equal Employment Opportunity/Affirmative Action Program for your company. 
 
 
 
 
If your company does not have a written affirmative action plan, please estimate the number of 
vacancies during the next 12 months, and indicate the numerical or percentage goals you have set 
for the employment of minority people and females to make your labor force reflective of the labor 
market in which you operate. 
 
 
 
 
 
                                                                                               Legal Name of Bidder 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Business Address 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Signature and Title of Person 
 
 
 
 
 
 
 
Authorized to Sign 
 
 
 
 
 
 
 
               
 
 
 
 
 
 
 
 
                                                       Printed Name 
 
 
 
 
                                                        
 
 
 
 
 
 
 
 
 
 
 
Date 
 
 
 

FHI
studio
\. \
4,
WATERFORD __,
HOME OF 
‘q
Eugene O'Neill Theater 
reg
Town Hall 442-0553
Harkness Memorial Park
www.waterfordct.org
February 18, 2022 
| RFP #22-116
Waterford Plan of
Preservation, Conservation
and Development Update
Submitted to: Town of Waterford

‘FHI.
studio
p Cees.
Town of Waterford RFP #22-116
Waterford Plan of Preservation, Conservation and Development Update
February 18, 2022

FHL,
February 18, 2022 
studic 
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Rawle Durnmett 
Engage eer 
Design | Advance
Purchasing Agent
Town of Waterford
15 Rope Ferry Road
Waterford, CT 06385
RE: 
22-116 Waterford Plan of Preservation, Conservation, and Development Update
Dear Mr, Dummett,
FHI Studio is pleased to respond to the Town of Waterford's request for planning services.
The FHI Studio tearm is driven by our core vision - to create livable communities
by applying innovative planning and public engagement. We offer the Town an
exceptional combination of technical expertise, staff resources, project experience,
and communication skills to complete an update to the Town's Plan of Preservation,
Conservation, and Development (POCD). FHI Studio's core principles of livability, innovation,
and engagement align perfectly with your project goals, Beyond our qualifications and
expertise, we bring enthusiasm and passion to our work and a balance of Connecticut, New
England, and national experience.
Since our inception 34 years ago, FHI Studio has specialized in strategic public involvement
and community planning, We have been involved with high-profile projects throughout the
Northeast and Mid-Atlantic. We have served over 15 regional planning agencies and 60
municipalities in various community planning and public involvement roles.
FHI Studio has selected highly experienced senior staff 
to be directly involved with this
planning effort, Each team member is passionate about their work and provides the highest
level of service to our clients. We combine technical expertise with creativity and innovative
problem solving to deliver projects in the most straightforward and effective manner
possible, Our staffing plan includes a diverse and multilingual team of experts that will be
present and engaged throughout the planning process.
Francisco Gomes, AICP, will serve as FHI Studio's Senior Advisor. Francisco brings over
twenty years of community planning, urban design, and public outreach experience with
a focus on and passion for innovative engagement and clear, implementable planning
products. Over the past few years, he has served as Project Manager for our POCD work in
Bridgeport, West Hartford, and Monroe and zoning efforts in Hartford and Bristol.
Francisco will be working closely with Rory Jacobson, AICP who will serve as Project
Manager, Rory has extensive experience developing actionable POCDs jn Connecticut,
Including Monroe, Woodbury, Bridgeport, and Litchfield. Rory also brings to the team her
vast community engagement experience and urban design skills. Parker Sorenson, PE will
provide extensive experience in transportation and infrastructure planning and Stephanie
Dyer-Carroll, AICP will lead cultural and historic resource planning efforts. They are thrilled
to have an opportunity to work with the Town of Waterford on this exciting endeavor.
If selected, we will collaborate with the Town to apply best practices in helping to spur
engaged communities and economic growth in the Town. This proposal presents an
overview of our approach, our team, individual staff qualifications, and work samples.
Our portfolio highlights our experience designing and conducting customized public
Hone
@fhistudio
Fhistudio,com

involvement plans and technical POCD expertise. This proposal also illustrates our understanding of the
goals and technical content of both community planning efforts and our unwavering focus on delivering
high-quality service to our clients.
Our team has the capacity to initiate this work immediately if selected. Francisco and his team here at
FHI have recently completed POCD's for Bridgeport, Monroe, and West Hartford and well-positioned to
serve Waterford over the next twelve months. 
| can assure you that Waterford's POCD update will be a
priority project for us and will receive the resources that it deserves.
We thank you for your consideration during this selection process, Francisco, Rory, and our entire team
look forward to the opportunity to work with the Town on this plan. If you have any questions, please do
not hesitate to call Francisco at 860-256-4916 or fgomes@fhistudio.com,
FHI Studio certifies that it is independent, properly licensed to practice in Connecticut, and has no
conflict of interest with regard to any other work performed by the firm for the Town of Waterford
Sincerely,
Ken Livingston, AICP
Vice-President

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Firm Description 
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Relevant Experience se 
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Fee Proposal 
51

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Firm Description

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—— Firm Description
Who We Are
We are planners, ecologists, engineers, and
designers with a passion for enhancing
communities. From a one-woman founder in
1987 to a staff of nearly 50 professionals in 2022,
FHI Studio continues to grow without sacrificing
what matters most: our client service, our
culture, and our values,
FHI Studio integrates expertise in a wide array
of services and technical disciplines, Across
environmental science, community engagement,
mobility, and land use, we look at the whole
Mobility &
Land Use
Community
Engagement
to understand the parts of every project.
From internal brainstorm sessions to client,
stakeholder, and public workshops, we bring a
diversity of knowledge and the creativity to get
things done.
Our three service lines work together to ensure
comprehensive and thoughtful solutions,
demonstrating our commitment to continual
learning and collaboration.
wh
Environmental
Planning

Mobility & Land Use
Land use and mobility go hand-in-hand.
Community-driven planning focuses on matching
the scale, use, and intensity of development with
local needs and aspirations. Safe, efficient, and
equitable mobility options connect the dots, Our
team has the planning, regulatory, and design
experience to ensure projects focus on people
and places. With a foundation of engagement
and inclusion, we provide our clients and
communities action-oriented solutions to keep
moving forward,
FHI Studio's experience touches all modes,
including streets and highways, local bus, bus
rapid transit, rail, pedestrian and bicycle facilities,
airports, and freight movement systems, Our
services span long-range multimodal planning
and demand estimation to corridor studies and
localized traffic operations analyses, Expertise
at the transportation/land use interface
includes transit-oriented development, access
management, station area, and traffic calming
planning.
Community Engagement
Thoughtful engagement with decision-makers,
stakeholders, and the general public provides
the foundation for sound planning, successful
projects, and better communities, With keen
insights built on decades of experience, we
tailor our engagement and communications
strategies to meet the needs of each project and
community. We deliver meaningful, equitable,
and useful engagement.
FHI Studio strategically assesses the needs of
each project and provides customized solutions
to meet project goals, Our staff are highly
skilled in communicating complex technical
information in a clear, focused manner and
utilizing a wide range of media. As branding and
visual communications specialists, we help our
clients craft a memorable, cohesive, message.
Additionally, we are experts in facilitating and
moderating meetings, as well as performing all
organizational logistics to make our meetings
and public interactions successful,

Environmental Planning
At FHI Studio, environmental systems provide
a key framework for our projects. We take a
comprehensive and scientific approach to
conducting fieldwork and surveys, engaging with
agency staff, leading regulatory processes, and
developing permits. Our scientists and planners
integrate natural and cultural resources into
the planning process to inform alternatives
development and design concepts. Ultimately,
we seek to advance projects while enhancing the
social, cultural, and natural environment.
FHI Studio staff have the expertise to evaluate
the wide range of issues required by National
Environmental Policy Act (NEPA) and similar
state acts, as well as specialized evaluations
required for project implementation, such as
cultural resource documentation and biological
assessments,
Planning Expertise
* Master Planning and Zoning
* Public Involvement
* Conservation Planning
* Urban Design
* Active Transportation Planning
We are in love with the plan. Just
want to reiterate what a great job you
have done and that we share your
sentiment that it doesn't look like
other plans, which is exactly what we
wanted. 99
~ Katie Deluca, Town of Greenwich
In regards to the Plan of Conservation and
Development

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Project Experience

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Key Tasks
Public Involvement
Community Planning
Urban Design
Location
Bridgeport, CT
Client
Lynn Haig, AICP
City of Bridgeport
203-576-7317
lynn.haig@bridgeportct.gov
Duration
2018 - 2019
Fee
$ 200,000
FHI
PLAN
mooKrONT
Bridgeport Master Plan of
Conservation & Development
Update
FHI Studio worked to develop a comprehensive Master Plan served by a
robust public outreach campaign. 
The Plan breaks from previous plans by
engaging a broader cross-section of Bridgeport residents and constituents,
incorporating the use of technology in plan development and distribution,
and creating a policy-focused document that is easy to read. Project tasks
included engaging the public in conversations on such topics as public
health, community resiliency, economic development, and equitable
growth; and developing clear, achievable priorities and action items based
upon that community dialogue. The Plan focused on “planning with the
community, not for the community,” by providing residents and visitors to
Bridgeport every opportunity, across various mediums, to express their
thoughts on the challenges facing Bridgeport as well as their vision for a
stronger, bolder Bridgeport. Instead of relying solely on traditional large-
scale community meetings, Plan Bridgeport brought opportunities to the
people by establishing a presence through smartphones and computers,
at community events, and in Bridgeport's frequented public spaces, Online
surveys, mapping tools, and project informational booths at community
events allowed those with busy schedules to participate as part of their
daily lives,

Key Tasks
» Community Engagement
» Visioning
» Comprehensive Planning
Location
Woodbury, CT
Client
Maryellen Edwards
Director of Planning
Development
Town of Southington
860-276-6248
edwardsm@southington.org
and Community
Duration
2019
Fee
$50,000
Woodbury Plan of
Conservation & Development
FHI Studio worked with the 
Town of Woodbury to prepare an update of
their Plan of Conservation and Development. FHI Studio worked closely
with the Town Planner and the Town's Planning and Zoning Commission
to develop a plan that protects Woodbury’s rural landscape while creating
opportunities for the Town to sustain its population and adopt a changing
retail landscape and housing preferences.
FHI Studio worked with the Town to develop a plan format that is friendly
to a wide range of users and functions as an online document and as
a hardcopy. The Plan was unanimously adopted and unopposed at the
public hearing.

Key Tasks
Community Engagement
Comprehensive Planning
Focus Area Planning
GIS Mapping
Location
Monroe, CT
Client
Rick Schultz
Town of Monroe
203-452-2812
rschultz@monroect.org
Duration
2019 - Ongoing
Fee
$ 60,000
Monroe Plan of
Conservation & Development
FHI Studio is currently working with the Town of Monroe to prepare an
update of their Plan of Conservation and Development. FHI Studio is
working closely with the Town Planner and the Town's Planning and Zoning
Commission to develop a plan that protects Monroe's environmental
resources while creating opportunities for the town to sustain its
population and adapt to a changing retail landscape and housing
preferences,
FHI Studio is working with the Town to develop a plan format that is friendly
to a wide range of users and functions as an online document and as a
hardcopy.

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Litchfield Plan of Conservation
Key Tasks
Meeting Facilitation 
and Development
Public Workshop
Visioning
Online Survey 
; 
‘ 
. 
bean 
:
Plan Development 
online survey and a public meeting, to solicit input from residents, property
owners, and local businesses, FHI Studio focused on Litchfield's strengths,
Location 
weaknesses, opportunities, and threats (SWOT analysis) to identify actions
FHI Studio used various community outreach strategies, including an
Litchfield, CT 
necessary 
for Litchfield over the next ten years. The team also conducted
focus group meetings with Town boards and commissions and established
Client 
a vision statement for the community. 
FHI Studio analyzed demographic,
Dennis P, Tobin, PhD 
land use, development, and other trends since the last plan to incorporate
Town of Litchfield 
into the 2017 POCD.
860-567-7565
Zoningadinin@townoflltchfield.org 
FHI Studio created a uniquely tailored plan document for the Town of
Litchfield. The 2017 Plan of Conservation and Development fully complied
Duration 
with state requirements and was adopted by the Litchfield Planning and
polo eo 
7 
Zoning Commission on May 15, 2017
Fee
$ 50,000

Key Tasks
»
»
»
»
»
Public Involvement
Community Engagement
Project Website Development
Land Use and Zoning Analysis
GIS Mapping for the Town
Location
West Hartford, CT
Client
Todd Dumais
Town Planner
Town of West Hartford
860-561-7556
todd.dumais@westhartfordct.gov
Duration
2018 - 2020
Fee
$ 75,000
pier 7-4,
ees
ow
West Hartford Plan of
Conservation and Development
FHI Studio worked with the Town of West Hartford to update their Plan of
Conservation and Development. Public involvement was a vital component
of the Plan. FHI Studio 
established a project website, developed an online
survey, conducted stakeholder meetings and public 
shops, and
attended pop-up events 
at 
Town functions to engage the community.
FHI Studio also updated town-wide mapping for West Hartford, creating
graphically rich maps that support the Plan chapters. The plan provides a
robust implementation plan and a thorough assessment of the Town's vital
retail districts. The plan focuses 
on measures necessary 
to expand ho!
choice and mixed-use development options as well as preserving and
enhancing natural resources and valued town facilities.

Key Tasks
Research & Analysis
Community Engag
Identify Transportation Priorities
Project Branding & Wel
Location
Southeastern Region, CT
Client
James S. Butler, AICP
Executive Director
South: 
ern CT Council of
Governments
860-8 
4
jbutler@seccog.org
Duration
2016 - 2017
Fee
$50,000
FHI
studio
Subase New London
Joint Land Use Study
SUBASE New London is a 700-acre operating Navy installation that is
“Home of the Submarine Force.” The installation is a key component of
a defense