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HomeMy WebLinkAbout184-24 RESOLUTIONFile Number: 2024-263 113 West Mountain Street Fayetteville , AR 72701 (479) 575-8323 Resolution: 184-24 POST OAK PRESERVATION SOLUTIONS, LLC. (SERVICE AGREEMENT): A RESOLUTION TO APPROVE A PROFESSIONAL SERVICES AGREEMENT IN THE AMOUNT OF $21 ,700 .00 WITH POST OAK PRESERVATION SOLUTIONS, LLC. FOR A HISTORIC CONTEXT STATEMENT FOR THE SPOUT SPRING NEIGHBORHOOD, AND TO APPROVE A BUDGET ADJUSTMENT WHEREAS, on March 19 , 2024 City Council approved a grant from the Arkansas Historic Preservation Program (AHPP) in the amount of$40,000.00 for two historic preservation projects ; and WHEREAS, Post Oak Preservation Solutions , LLC was selected for the Spout Spring Historic Context Statement through RFP 24-02 and the project contract and scope have been approved by AHPP per the grant requirements . NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF FAYETTEVILLE, ARKANSAS: Section I : That the City Council of the City of Fayetteville, Arkansas hereby authorizes Mayor Jordan to sign a professional services agreement in the amount of $21 ,700.00 with Post Oak Preservation Solutions, LLC , pursuant to RFP 24-02, for a Historic Context Statement for the Spout Spring neighborhood . Section 2: That the City Council of the City of Fayetteville , Arkansas hereby approves a budget adjustment , a copy of which is attached to this Resolution. PASSED and APPROVED on Jul y 16 , 2024 Page 1 Mailing address: 113 W. Mountain Street Fayetteville, AR 72701 www.fayetteville-ar.gov CITY COUNCIL MEMO 2024-263 MEETING OF JULY 16, 2024 TO: Mayor Jordan and City Council THRU: Susan Norton, Chief of Staff Jonathan Curth, Development Services Director FROM: Britin Bostick, Long Range Planning/Special Projects Manager SUBJECT: Approval of a professional services agreement with Post Oak Preservation Solutions, LLC in the amount of $21,700, for a Historic Context Statement for the historic Spout Spring neighborhood. RECOMMENDATION: Staff recommends approval of a professional services agreement with Post Oak Preservation Solutions, LLC in the amount of $21,700, for a Historic Context Statement for the historic Spout Spring neighborhood. BACKGROUND: On March 19, 2024 the Fayetteville City Council approved a grant from the Arkansas Historic Preservation Program (AHPP) in the amount of $40,000 for two historic preservation projects. The Council had previously approved a $15,000 grant match for a total project budget of $55,000. The grant funds from AHPP were divided into two specific amounts, $30,000 for a Multiple Property Documentation Form (MPDF) and National Register of Historic Places nomination for the University Heights and Haskell Heights neighborhood, and $10,000 for a Historic Context Statement for the Spout Spring neighborhood. Although the city’s grant match may be allocated however the city deems best for the two projects, the initial project budgets were based on the approved grant match, with a total of $40,000 budgeted for the University Heights/Haskell Heights project and $15,000 budgeted for the Spout Spring project. Following a consultant selection process for both projects, the University Heights project has funds remaining and the Spout Spring project contract would require additional funds. DISCUSSION: The City of Fayetteville issued RFP 24-02 for a Historic Context Statement earlier this year and Post Oak Preservation Solutions, LLC was selected. The project contract and scope have been approved by AHPP per the grant requirements, and the City of Fayetteville is able to reallocate the matching grant funds as needed to fund the projects. With this option available, funds initially budgeted but now remaining for the University Heights/Haskell Heights MPDF project can be moved to fund the Spout Spring Historic Context Statement. The remaining amount of $1,689 will come from the 2024 operating budget, which staff is requesting approval for from the City Council. BUDGET/STAFF IMPACT: The contract is in the amount of $21,700. Long Range Planning staff is requesting a budget amendment to move funds from the 2024 operating budget to cover the additional funding needed for this project. Mailing address: 113 W. Mountain Street Fayetteville, AR 72701 www.fayetteville-ar.gov ATTACHMENTS: SRF (#3), BA (#4), Historic Context Statement Contract - Final (#5) Page 1 City of Fayetteville, Arkansas Legislation Text 113 West Mountain Street Fayetteville, AR 72701 (479) 575-8323 File #: 2024-263 Approval of a professional services agreement with Post Oak Preservation Solutions, LLC in the amount of $21,700, for a Historic Context Statement for the historic Spout Spring neighborhood. A RESOLUTION TO APPROVE A PROFESSIONAL SERVICES AGREEMENT IN THE AMOUNT OF $21,700.00 WITH POST OAK PRESERVATION SOLUTIONS, LLC. FOR A HISTORIC CONTEXT STATEMENT FOR THE SPOUT SPRING NEIGHBORHOOD, AND TO APPROVE A BUDGET ADJUSTMENT WHEREAS, on March 19, 2024 City Council approved a grant from the Arkansas Historic Preservation Program (AHPP) in the amount of $40,000.00 for two historic preservation projects; and WHEREAS, Post Oak Preservation Solutions, LLC was selected for the Spout Spring Historic Context Statement through RFP 24-02 and the project contract and scope have been approved by AHPP per the grant requirements. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF FAYETTEVILLE, ARKANSAS: Section 1: That the City Council of the City of Fayetteville, Arkansas hereby authorizes Mayor Jordan to sign a professional services agreement in the amount of $21,700.00 with Post Oak Preservation Solutions, LLC, pursuant to RFP 24-02, for a Historic Context Statement for the Spout Spring neighborhood. Section 2: That the City Council of the City of Fayetteville, Arkansas hereby approves a budget adjustment, a copy of which is attached to this Resolution. City of Fayetteville Staff Review Form 2024-263 Item ID 7/16/2024 City Council Meeting Date - Agenda Item Only N/A for Non-Agenda Item Britin Bostick 6/14/2024 LONG RANGE PLANNING (634) Submitted By Submitted Date Division / Department Action Recommendation: Staff recommends approval of a professional services agreement with Post Oak Preservation Solutions, LLC in the amount of $21,700, for a Historic Context Statement for the historic Spout Spring neighborhood and approval of a budget adjustment. Budget Impact: 1010.090.660-5314.00 General Fund Account Number Fund 32207.2402 AR Historic Pres. Program (CLG Grant) - Spout Spring Historic Context Statement Project Number Project Title Budgeted Item?Yes Total Amended Budget $15,000.00 Expenses (Actual+Encum)$- Available Budget $15,000.00 Does item have a direct cost?Yes Item Cost $21,700.00 Is a Budget Adjustment attached?Yes Budget Adjustment $6,700.00 $226.00 Remaining Budget $- V20221130 Purchase Order Number:Previous Ordinance or Resolution #99-24 Change Order Number:Approval Date:3/19/2024 Original Contract Number: Comments: City of Fayetteville, Arkansas - Budget Adjustment (Agenda) Budget Year Division /Org2 LONG RANGE PLANNING (634) Adjustment Number 2024 Requestor:Britin Bostick BUDGET ADJUSTMENT DESCRIPTION / JUSTIFICATION: Staff recommends approval of a professional services agreement with Post Oak Preservation Solutions, LLC in the amount of $21,700, for a Historic Context Statement for the historic Spout Spring neighborhood and approval of a budget adjustment. COUNCIL DATE:7/16/2024 ITEM ID#:2024-263 Holly Black 6/24/2024 8:58 AM Budget Division Date TYPE:D - (City Council) JOURNAL #: GLDATE: RESOLUTION/ORDINANCE CHKD/POSTED:/ v.2024522TOTAL-- Increase / (Decrease)Project.Sub# Account Number Expense Revenue Project Sub.Detl AT Account NameGLACCOUNTEXPENSEREVENUEPROJECTSUBATDESCRIPTION X 1010.090.6600-5314.00 6,700 -32207 2402 EX Professional Services 1010.090.6600-5314.00 (5,011)-32207 2401 EX Professional Services 1010.090.6600-5314.00 (1,689)-EX Professional Services -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- 1 of 1 City of Fayetteville, AR  Spout Spring Historic Context Statement  Contract: Post Oak Preservation Solutions LLC  Page 1 of 7  Post Oak RFP City of Fayetteville  Historic Spout Spring Neighborhood   Historic Context Statement  Contract – Between City of Fayetteville, AR   and Post Oak Preservation Solutions LLC  Term: Sixteen (16) months  This contract executed this ____ day of ___________, 2024, between the City of Fayetteville, Arkansas (City), of 113 W.  Mountain, Fayetteville, AR 72701 and Post Oak Preservation Solutions LLC (Post Oak) of P.O. Box 12747, San Antonio,  Texas, 78212, in consideration of the mutual covenants contained herein, the parties agree as follows:  1.Purpose: The purpose of this Contract is to provide the terms and conditions necessary for the preparation of a Historic Context Statement for the City of Fayetteville (the “Project”). 2.Contract Documents: The Contract documents which comprise the contract between the City of Fayetteville and Post Oak consist of this Contract and the following documents attached hereto, and made a part hereof: A.Appendix A: Scope of Work & Fees B.Appendix B: City Issued Solicitation for RFP 24‐02, Historic Context Statement C.Appendix C: Post Oak’s RFP response 3.City’s Responsibilities: A.The City shall make available to Post Oak all relevant information or data pertinent to the Project which is required by Post Oak to perform the Services. Post Oak shall be entitled to rely upon the accuracy and completeness of all information and data furnished by the City, including information and data originating with other consultants employed by the City whether such consultants are engaged at the request of Post Oak or otherwise. Where such information or data originates either with the City or its consultants then Post Oak shall not be responsible to the City for the consequences of any error or omission contained therein. B.When requested by Post Oak, the City may engage specialist consultants directly to perform items of work necessary to enable Post Oak to carry out the Services. Whether arranged by the City or Post Oak, these services shall be deemed to be provided under direct contracts to the City unless expressly provided otherwise. If the City chooses not to engage specialist consultants, then the Parties will work cooperatively to modify the scope of services to reflect any reductions or additions to the services to be provided by Post Oak. C.The City shall give prompt consideration to all documentation related to the Project prepared by Post Oak and whenever prompt action is necessary shall inform Post Oak of City’s decisions in such reasonable time so as not to delay the schedule for providing the Services. D.When applicable, the City shall arrange and make provision for Post Oak’s entry to the Project site as well as other public and private property as necessary for Post Oak to perform the Services. The City shall obtain any required approvals, licenses and permits from governmental or other authorities having jurisdiction over the Project so as not to delay Post Oak in the performance of the Services. E.The City shall acknowledge the support of the National Park Service and the Arkansas Historic Preservation Program in the publication of any material based on, or developed under, any activity supported by Historic Preservation Fund 7 grant funds. This acknowledgment shall be in the form of a statement as follows: “This material was produced with assistance from the Historic Preservation Fund, administered by the National Park Service, Department of the Interior and the Arkansas Historic Preservation Program, an agency of the 16 July City of Fayetteville, AR  Spout Spring Historic Context Statement  Contract: Post Oak Preservation Solutions LLC  Page 2 of 7  Division of Arkansas Heritage. Any opinions, findings, and conclusions or recommendations expressed in this  material are those of the author(s) and do not necessarily reflect the views of the Department of the Interior  or the Division of Arkansas Heritage.”  4.Post Oak’s Responsibilities: A.Post Oak shall furnish the necessary qualified personnel to provide the Services. Post Oak shall coordinate with the City and with the Arkansas Historic Preservation Program as necessary to ensure proper completion of the project. Post Oak represents that it has access to the experience and capability necessary to and agrees to perform the Services with the reasonable skill and diligence required by customarily accepted professional practices and procedures normally provided in the performance of the Services at the time when and the location in which the Services were performed. This undertaking does not imply or guarantee a perfect Project and in the event of failure or partial failure of the product or the Services, Post Oak will be liable only for its failure to exercise diligence, reasonable care, and professional skill. This standard of care is the sole and exclusive standard of care that will be applied to measure Post Oak’s performance. There are no other representations or warranties expressed or implied made by Post Oak. In particular, but not by way of limitation, no implied warranty of merchantability or fitness for a particular purpose shall apply to the Services provided by Post Oak nor shall Post Oak warrant or guarantee economic, market or financial  conditions, proforma projections, schedules for public agency approvals, or other factors beyond Post Oak’s reasonable control. B.Post Oak will ensure that all project work and work products meet all applicable Secretary of the Interior’s “Standards” including: 1) Standards and Guidelines for Preservation Planning, 2) Standards and Guidelines for Identification, 3) Standards and Guidelines for Evaluation, 4) Standards and Guidelines for Registration, 5)Standards and Guidelines for Historical Documentation, 6) Standards and Guidelines for Architectural and Engineering Documentation, 7) Standards and Guidelines for Archeological Documentation, 8) Standards for the Treatment of Historic Properties, 9) Standards and Guidelines for the Rehabilitation of Historic Buildings, and 10) Historic Preservation Professional Qualification Standards. C.Post Oak will provide one full‐color printed final clean copy of the Historic Context Statement and attachments and one digital copy of the Historic Context Statement and attachments created to the City and one full‐color printed copies and one digital copy to AHPP. 5.Non‐Assignment: Post Oak shall not assign its duties under the terms of this agreement without prior written consent of the City.  6.Price: Post Oak shall perform the services included in this proposal for a flat fee of $21,700.00. 7.Indemnification and Hold Harmless: Post Oak agrees to hold the City of Fayetteville harmless and indemnify the City of Fayetteville, against any and all claims for property damage, personal injury or death, arising from Post Oak’s performance of this contract.  This clause shall not in any form or manner be construed to waive that tort immunity set forth under Arkansas Law. 8.Insurance: Post Oak shall furnish a certificate of insurance addressed to the City of Fayetteville within ten (10) calendar days after contract finalization, presenting insurance which shall be maintained throughout the term of the Contract in compliance with the terms of the RFP.  Any work sublet; Post Oak shall require the subcontractor similarly to provide insurance.  In case any employee engaged in work on the project under this contract is not protected under Worker's Compensation Insurance, Post Oak shall provide and shall cause each Subcontractor to provide adequate employer's liability insurance for the protection of such of his employees as are not otherwise protected.  Worker’s Compensation coverage shall be applicable with state law. 9.Payments: City of Fayetteville, AR  Spout Spring Historic Context Statement  Contract: Post Oak Preservation Solutions LLC  Page 3 of 7  A.Payments will be made after approval and acceptance of monthly itemized invoices. B.Payments will be made 30 calendar days after acceptance of invoice and City prefers electronic delivery of invoices. 10.Term:  This Contract shall be effective for sixteen (16) months from the date approved by City Council but may be extended upon mutual written agreement of the Parties. 11.Travel Expenses: Travel expenses associated with performance of this work shall be considered for reimbursement subject to the following conditions: A.All travel expenses are pre‐approved by the City B.All expenses are in accordance with the City’s most recent travel policy C.Travel expenses are not excessive in nature D.Travel expenses are of the most economical means of travel available (such as: economy class airline tickets, small compact automobiles, shuttles when available, etc.) E.City approved per diem rates for meals F.Travel expenses are not reimbursable for consultants with an office located within 50 miles of 113 W. Mountain, Fayetteville, AR 72701. 12.Ownership of Documents: A.All documents provided by City are and remain the property of City. Post Oak may retain reproduced copies of drawings and copies of other documents. B.All documents and records, whether in physical or electronic format, prepared by Post Oak or its subconsultant as part of the Project shall become the property of City when Post Oak has been compensated for all services rendered; provided, however, that Post Oak shall have the unrestricted right to their use. The Arkansas Historic Preservation Program shall have access to all documents upon request. C.Post Oak shall retain its rights in its standard drawings details, specifications, databases, computer software, and other proprietary property.  Rights to intellectual property developed, utilized, or modified in the performance of the Services shall remain the property of Post Oak. D.Post Oak will grant the City, the State of Arkansas, and the United States of America a royalty‐free, non‐ exclusive and irrevocable license to publish, reproduce and use, and dispose of in any manner and for any purpose without limitation, and to authorize or ratify publication, reproduction or use by others, of all copyrightable material first produced or composed under this agreement by the contractor, its employees or any individual or concern specifically employed or assigned to originate and prepare such material. 13.Independent Contractor: Post Oak is an independent contractor of the City and shall maintain complete responsibility for applicable state or federal law on unemployment insurance, withholding taxes, social security, or other industrial, labor or discrimination law for its employees.  Post Oak is responsible for its agents, methods and operations. 14.Notices: Any notice required to be given under this Agreement to either party to the other shall be sufficient if addressed and mailed, certified mail, postage paid, delivery, e‐mail or fax (receipt confirmed), or overnight courier. 15.Freedom of Information Act:  City of Fayetteville contracts and documents prepared while performing city contractual work are subject to the Arkansas Freedom of Information Act. If a Freedom of Information Act request is presented to the City of Fayetteville, the contractor will do everything possible to provide the documents in a prompt and timely manner as prescribed in the Arkansas Freedom of Information Act (A.C.A. 25‐19‐101 et. Seq.). City of Fayetteville, AR  Spout Spring Historic Context Statement  Contract: Post Oak Preservation Solutions LLC  Page 4 of 7  Only legally authorized photo coping costs pursuant to the FOIA may be assessed for this compliance.  16.Termination: This Contract may be terminated by the City of Fayetteville or Post Oak for any reason with 30 days written notice. If either party breaches this Agreement, the non‐defaulting party may terminate this Agreement after giving seven (7) days’ notice to remedy the breach. On termination of this Agreement, the City shall pay Post Oak for the Services performed through the date of termination within thirty (30) days of acceptance of a final invoice. 17.Changes in Scope or Price:  Changes, modifications, or amendments in scope, price or fees to this contract shall not be allowed without a prior formal contract amendment approved by the Mayor and the City Council in advance of the change in scope, cost or fees.  No modification of this contract shall be binding unless made in writing and executed by both parties. 18.Applicable Law:  This Agreement shall be governed by and construed in accord with the laws of the State of Arkansas. Venue for all legal disputes shall be Washington County, Arkansas. 19.Contract Administration: The Mayor or his/her Designated Representative shall be the Contract Administrator for this contract.  Post Oak’s Principal or his/her Designated Representative shall be the primary contact for all matters pertaining to this contract. 20. Professional Responsibility: Post Oak shall exercise reasonable skill, care, and diligence in the performance of services and will carry out its responsibilities in accordance with customarily accepted professional practices. 21.Permits & Licenses: Post Oak shall secure and maintain any and all permits and licenses required to complete this Contract.  22.Entire Agreement: These Contract documents constitute the entire agreement between the City of Fayetteville and Post Oak and may be modified only by a duly executed written instrument signed by the City of Fayetteville and Post Oak. In the event of a conflict between the terms of this Contract and the appendices, this Contract and the terms and conditions contained in Appendix A shall control. 23.Force Majeure: Any default in the performance of this Agreement caused by any of the following events and without fault or negligence on the part of the defaulting party shall not constitute a breach of contract: labor strikes, riots, war, acts of governmental authorities, unusually severe weather conditions or other natural catastrophe, disease, epidemic or pandemic, or any other cause beyond the reasonable control or contemplation of either party. Nothing herein relieves the City of its obligation to pay Post Oak for services actually rendered. [This space left intentionally blank]  24. Severability : In the event that any court of compete ~t jurisdiction shall determine that any provision of this Agreement shall be unenforceable , then that provisio r shall be deemed to be null and void and the remaining provisions hereof shall remain in full force and effect THIS AGREEMENT IS EFFECTIVE AS OF THIS \ \ Q DAY OF ---'d...,.__,.......__'-+-_ _, 2024. POST OAK PRESERVATION SOLUTIONS LLC Ellis Mumford- By : Russell Signature Digitally signed by Elli s Mumford• Ru ssell Date: 2024.06.1714:28:21 -05'00' Ellis Mumford-Russell Printed Name & Title Date Signed : _6_/1_7_/2_0_2_4 _____ _ WITNESS : Signature Printed name City of Fayettev ill e, AR Spout Spring Historic Context Statement Contract: Post Oak Preservation Solutions LLC Page 5 of 7 ATTEST : City of Fayetteville, AR  Spout Spring Historic Context Statement  Contract: Post Oak Preservation Solutions LLC  Page 6 of 7    CONTRACT FOR PROFESSIONAL SERVICES  RFP 24‐02, Historic Context Statement  APPENDIX A  Scope of Work & Fees    1. INTRODUCTION:    Post Oak Preservation Solutions LLC (Post Oak) shall provide services in preparing a Historic Context Statement  for the Spout Spring neighborhood in the City of Fayetteville.    2. SCOPE OF WORK:    Post Oak shall perform the following:    A. Identify and assess the Spout Spring neighborhood’s history.    B. Identify key themes and periods of history for the neighborhood.    C. Establish clear neighborhood boundaries to assist with future surveys or policy proposals.    D. Conduct research using primary and secondary sources, including resources at the Shiloh Museum, as  available.    E. Recommend a communications strategy to reach and engage stakeholders. Utilize available and existing  resources and organizations focusing on the project neighborhoods.    F. Identify, describe, and implement a comprehensive strategy and methodology for community  involvement, including development of a key stakeholder list.    G. Develop a list of historic ethnic and cultural influences or individuals associated with the Spout Spring  neighborhood.    H. Attend (virtually) a minimum of four (4) meetings with City staff to update staff on the development of the  document.    I. The results from items A‐D, and H shall be compiled into a historic context report based on a City‐approved  outline. Post Oak shall address one (1) round of reviewed and consolidated comments by the City contact  and revise the report to incorporate required revisions.    J. Based on the results from items A‐D Post Oak shall develop a list for inclusion in the report document or  otherwise highlight properties noteworthy for their design.    3. PRICING:    A. Post Oak shall perform the services included in this proposal for a flat fee of $21,700.00.  City of Fayetteville, AR  Spout Spring Historic Context Statement  Contract: Post Oak Preservation Solutions LLC  Page 7 of 7  i. Post Oak shall strive to make decisions based on what is best for the City. As such, Post Oak’s  compensation is structured as a flat fee, with billing to be completed on a percent‐complete basis.  Each billing shall be completed at 40%, 80%, and 100% of project completion.  ii. Additional services requested that fall outside the scope of this project shall be provided based on a  mutually agreed schedule and price, utilizing the hourly fee schedule provided in Stantec’s proposal.    4. TIMEFRAME & PROPOSED SCHEDULE:    A. Any adjustments to proposed schedule shall be coordinated through City staff:    July 16, 2024  Consultant under contract with City  July 31, 2024  Project coordination meeting with AHPP  August 2, 2024  AHPP deadline for Consultant to be under contract  August 8, 2024  Project Kickoff with Historic District Commission  August 15, 2024  Project Kickoff with Black Heritage Preservation Commission  August 28, 2024  First neighborhood meeting  September 2, 2024  AHPP deadline for project work to begin  October 2, 2024  Second neighborhood meeting  November 12, 2024  Draft Historic Context Statement Outline ready for review by City  November 22, 2024  Comments on outline returned to consultant  February 24, 2025  Draft of all project deliverables submitted to AHPP for review  April 19, 2025  Final draft of all project deliverables submitted to AHPP  June 1, 2025  Final invoice submitted to City by Consultant  August 31, 2025  Final report submitted to AHPP by City    City of Fayetteville, AR RFP 24-02, Historic Context Statement Page 1 of 20 City of Fayetteville, Arkansas Purchasing Division – Room 306 113 W. Mountain Fayetteville, AR 72701 Phone: 479.575.8256 TDD (Telecommunication Device for the Deaf): 479.521.1316 Request for Proposal: RFP 24-02, Historic Context Statement DEADLINE: Wednesday, May 1, 2024 before 2:00 PM, local time SR. PURCHASING AGENT: Amanda Beilfuss, abeilfuss@fayetteville-ar.gov DATE OF ISSUE AND ADVERTISEMENT: 04/07/2024 REQUEST FOR PROPOSAL RFP 24-02, Historic Context Statement No late proposals shall be accepted. RFPs shall be submitted through the City’s third-party electronic bidding platform or by submitting a sealed physical proposal to the City of Fayetteville, Purchasing Division at the below location. City of Fayetteville Purchasing Division – Room 306 113 West Mountain Street Fayetteville, AR 72701 All proposals shall be submitted in accordance with the attached City of Fayetteville specifications and documents attached hereto. Each Proposer is required to fill in every blank and shall supply all information requested; failure to do so may be used as basis of rejection. The undersigned hereby offers to furnish & deliver the articles or services as specified, at the prices & terms stated herein, and in strict accordance with the specifications and general conditions of bidding, all of which are made a part of this offer. This offer is not subject to withdrawal unless upon mutual written agreement by the Proposer/Bidder and City Purchasing Director. RFP (REQUEST FOR PROPOSAL) Ap p e n d i x B RF P 2 4 - 0 2 , H i s t o r i c C o n t e x t S t a t e m e n t Cit y I s s u e d R F P City of Fayetteville, AR RFP 24-02, Historic Context Statement Page 2 of 20 City of Fayetteville RFP 24-02, Historic Context Statement Advertisement City of Fayetteville, AR Request for Proposal RFP 24-02, Historic Context Statement The City of Fayetteville, Arkansas, seeks proposals from qualified firms with experience in municipal, comprehensive, urban and land use planning, economic analysis, and citizen involvement/participation, to prepare a Historic Context Statement for the Spout Spring neighborhood in the City of Fayetteville. Any questions regarding this RFP shall be directed to Amanda Beilfuss, City of Fayetteville Sr. Purchasing Agent at abeilfuss@fayetteville-ar.gov or (479) 575-8220. Solicitation documents and addenda shall be obtained at the City of Fayetteville Purchasing Division’s electronic bidding platform at www.fayetteville-ar.gov/bids. All proposals shall be received by Wednesday, May 1, 2024 before 2:00 PM, Local Time utilizing the electronic bidding software or by submitting a sealed physical proposal to the City of Fayetteville, Purchasing Division. All proposals are due before the time stated. No late proposals shall be accepted. Submitting electronically is strongly encouraged. The City of Fayetteville shall not be responsible for lost or misdirected proposals, or for failure of proposer’s technical equipment. All interested parties shall be qualified to do business and licensed in accordance with all applicable laws of the state and local governments where the project is located. A current registration with the Arkansas Secretary of State shall be valid at time of Proposal deadline. Registration and good standing in the System for Award Management (SAM) will be required prior to contract execution The City of Fayetteville reserves the right to reject any or all Proposals and to waive irregularities therein, and all parties agree that such rejection shall be without liability on the part of the City of Fayetteville for any damage or claim brought by any interested party because of such rejections, nor shall any interested party seek any recourse of any kind against the City of Fayetteville because of such rejections. The filing of any Statement in response to this invitation shall constitute an agreement of the interested party to these conditions. This program receives Federal financial assistance for identification and protection of historic properties. Under Title VI of the Civil Rights Act of 1964, Section 504 of the Rehabilitation Act of 1973, and the Age Discrimination Act of 1975, as amended, the U.S. Department of the Interior prohibits discrimination on the basis of race, color, national origin, disability or age in its federally assisted programs. If you believe you have been discriminated against in any program, activity, or facility as described above, or if you desire further information, please write to: Office for Equal Opportunity, National Park Service, 1849 C Street NW, Washington, D.C. 20240. Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P City of Fayetteville, AR RFP 24-02, Historic Context Statement Page 3 of 20 This material was produced with assistance from the Historic Preservation Fund, administered by the National Park Service, Department of the Interior and the Arkansas Historic Preservation Program, an agency of the Division of Arkansas Heritage. Any opinions, findings, and conclusions or recommendations expressed in this material are those of the author(s) and do not necessarily reflect the views of the Department of the Interior or the Division of Arkansas Heritage. City of Fayetteville By: Amanda Beilfuss, Sr. Purchasing Agent P: 479.575.8220 abeilfuss@fayetteville-ar.gov TDD (Telecommunications Device for the Deaf): (479) 521-1316 Date of advertisement: 04/07/2024 This publication was paid for by the Purchasing Division of the City of Fayetteville, Arkansas. Amount paid: $XXX.XX Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P City of Fayetteville, AR RFP 24-02, Historic Context Statement Page 4 of 20 City of Fayetteville RFP 24-02, Historic Context Statement SECTION A: General Terms & Conditions 1. SUBMISSION OF A PROPOSAL SHALL INCLUDE: Each proposal shall contain the following at a minimum. Proposer must also address detailed requirements as specified in the Scope of Work. a. A written narrative describing the method or manner in which the Proposer proposes to satisfy requirements of this RFP in the most cost-effective manner. The term Proposer shall be in reference to a firm or individual responding to this solicitation. b. A description of the Proposer’s experience in providing the same or similar services as outlined in the RFP. This description should include the names of the person(s) who will provide the services, their qualifications, and the years of experience in performing this type of work. Also, include the reference information requested in this RFP. c. The complete fee and cost to the City for all services outlined in this RFP. d. Statement should be no more than twenty-five (25) pages; single sided, standard, readable, print on standard 8.5x11 documents. Proposers shall also submit a three (3) page (maximum) executive summary. The following items will not count toward the twenty-five page limitation: appendix, cover sheet, 3-page executive summary, resumes (resumes shall be no more than 1 page per person), and forms provided by the City for completion. i. Submitting and responding to this RFP: Proposals shall be prepared simply and economically, providing a straightforward, concise description of its ability to meet the requirements for the project. Fancy bindings, colored displays, and promotional material are not required. Emphasis should be on completeness and clarity of content. All documents physically submitted should be typewritten on standard 8 ½” x 11” white papers and bound in one volume. Exceptions would be schematics, exhibits, one-page resumes, and City required forms. Limit proposal to twenty-five (25) pages or less, excluding one-page team resumes, references, and forms required by the City for completion. All proposals shall be sealed upon delivery to the City of Fayetteville. 1. Option 1 –Electronic Submittal (strongly encouraged): Proposers can go to www.fayetteville-ar.gov/bids and follow the prompts to submit a proposal within the electronic bidding platform. If a proposal is submitted electronically, a physical submission is not necessary. All Proposers must register in order to be able to submit. There is no fee for registration. 2. Option 2 – Physical Submittal: All Proposers shall submit one (1) original copy of their proposal as well as one (1) electronic copy on a properly labeled USB or other electronic media device. The electronic copy submitted shall be contained into one single electronic file and shall be identical to the hard copies provided. The use of Adobe PDF documents is strongly recommended. Files contained on an USB or electronic media Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P City of Fayetteville, AR RFP 24-02, Historic Context Statement Page 5 of 20 shall not be restricted against saving or printing. Electronic copies shall not be submitted via e-mail to City employees by the Proposer and shall be provided to the City in a sealed manner. FedEx, UPS, USPS, or other packages should be clearly marked with the RFP number on the outside of the mailing package. e. Proposals will be reviewed following the stated deadline, as shown on the cover sheet of this document. Only the names of Proposer’s will be available after the deadline until a contract has been awarded by the Fayetteville City Council. All interested parties understand proposal documents will not be available until after a valid contract has been executed. f. Proposers shall submit a proposal based on documentation published by the Fayetteville Purchasing Division. g. Proposals must follow the format of the RFP. Proposers should structure their responses to follow the sequence of the RFP. h. Proposers shall have experience in work of the same or similar nature and must provide references that will satisfy the City of Fayetteville. Proposer shall furnish a reference list of clients for whom they have performed similar services and must provide information as requested in this document. i. Proposer is advised that exceptions to any of the terms contained in this RFP or the attached service agreement must be identified in its response to the RFP. Failure to do so may lead the City to declare any such term non-negotiable. Proposer’s desire to take exception to a non-negotiable term will not disqualify it from consideration for award. j. Local time shall be defined as the time in Fayetteville, Arkansas on the due date of the deadline. Documents shall be received before the deadline time as shown by the atomic clock located in the Purchasing Division Office or electronic clock located in the City’s third-party bidding software. 2. WRITTEN REQUESTS FOR INTERPRETATIONS OR CLARIFICATION: No oral interpretations will be made to any firms as to the meaning of specifications or any other contract documents. All questions pertaining to the terms and conditions or scope of work of this proposal must be sent in writing via e-mail to the Purchasing Department. Responses to questions may be handled as an addendum if the response would provide clarification to the requirements of the proposal. All such addenda shall become part of the contract documents. The City will not be responsible for any other explanation or interpretation of the proposed RFP made or given prior to the award of the contract. 3. DESCRIPTION OF SUPPLIES AND SERVICES: Any manufacturer’s names, trade name, brand name, catalog number, etc. used in specifications are for the purpose of describing and establishing general quality levels. Such references are NOT intended to be restrictive. Proposals shall be considered for all brands that meet the quality of the specifications listed for any items. 4. RIGHTS OF CITY OF FAYETTEVILLE IN REQUEST FOR PROPOSAL PROCESS: In addition to all other rights of the City of Fayetteville, under state law, the City specifically reserves the right to the following: Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P City of Fayetteville, AR RFP 24-02, Historic Context Statement Page 6 of 20 a. The City of Fayetteville reserves the right to rank firms and negotiate with the highest-ranking firm. Negotiation with an individual Proposer does not require negotiation with others. b. The City of Fayetteville reserves the right to select the proposal it believes will serve the best interest of the City. c. The City of Fayetteville reserves the right to accept or reject any or all proposals. d. The City of Fayetteville reserves the right to cancel the entire request for proposal. e. The City of Fayetteville reserves the right to remedy or waive technical or immaterial errors in the request for proposal or in proposals submitted. f. The City of Fayetteville reserves the right to request any necessary clarifications, additional information or proposal data without changing the terms of the proposal. g. The City of Fayetteville reserves the right to make selection of the Proposer to perform the services required on the basis of the original proposals without negotiation. h. The City reserves the right to ask for a best and final offer from one or more Proposers. The best and final offer process is not guaranteed; therefore, Proposers shall submit and respond to this RFP on the most favorable terms available. 5. EVALUATION CRITERIA: The evaluation criterion defines the factors that will be used by the selection committee to evaluate and score responsive, responsible and qualified proposals. Proposers shall include sufficient information to allow the selection committee to thoroughly evaluate and score proposals. Each proposal submitted shall be evaluated and ranked by a selection committee. The contract will be awarded to the most qualified Proposer, per the evaluation criteria listed in this RFP. Proposers are not guaranteed to be ranked. 6. COSTS INCURRED BY PROPOSERS: All expenses involved with the preparation and submission of proposals to the City, or any work performed in connection therewith, shall be borne solely by the Proposer(s). No payment will be made for any responses received, or for any other effort required of, or made by, the Proposer(s) prior to contract commencement. 7. ORAL PRESENTATION: An oral presentation and/or interview may be requested of any firm, at the selection committee’s discretion. 8. CONFLICT OF INTEREST: a. The Proposer represents that it presently has no interest and shall acquire no interest, either direct or indirect, which would conflict in any manner with the performance or services required hereunder, as provided in City of Fayetteville Code Section 34.26 titled “Limited Authority of City Employee to Provide Services to the City”. b. The Proposer shall promptly notify Amanda Beilfuss, City Sr. Purchasing Agent, in writing, of all potential conflicts of interest for any prospective business association, interest, or other circumstance Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P City of Fayetteville, AR RFP 24-02, Historic Context Statement Page 7 of 20 which may influence or appear to influence the Proposer’s judgment or quality of services being provided. Such written notification shall identify the prospective business association, interest or circumstance, the nature of which the Proposer may undertake and request an opinion to the City as to whether the association, interest or circumstance would, in the opinion of the City, constitute a conflict of interest if entered into by the Proposer. The City agrees to communicate with the Proposer its opinion via e-mail or first-class mail within thirty days of receipt of notification. 9. WITHDRAWAL OF PROPOSAL: A proposal may be withdrawn prior to the time set for the proposal submittal based on a written request from an authorized representative of the firm; however, a proposal shall not be withdrawn after the time set for the proposal. 10. LATE PROPOSAL OR MODIFICATIONS: a. Proposal and modifications received after the time set for the proposal submittal shall not be considered. Modifications in writing received prior to the deadline will be accepted. The City will not be responsible for misdirected bids. Proposers refer to their submission status in the online bidding portal or call the Purchasing Division at (479) 575-8220 to ensure receipt of their submittal documents prior to opening time and date listed. b. The time set for the deadline shall be local time for Fayetteville, AR on the date listed. All proposals shall be received in the Purchasing Division BEFORE the deadline stated. The official clock to determine local time shall be the atomic clock located in the Purchasing Division, Room 306 of City Hall, 113 W. Mountain, Fayetteville, AR. 11. CONSTITUTIONAL, STATE, AND FEDERAL COMPLIANCE REQUIREMENTS: The laws of the State of Arkansas apply to any purchase made under this request for proposal. Proposers shall comply with all constitutional, state, and federal directives, orders and laws as applicable to this proposal and subsequent contract(s) including but not limited to Equal Employment Opportunity (EEO), Disadvantaged Business Enterprises (DBE), & OSHA as applicable to this contract. 12. PROVISION FOR OTHER AGENCIES: Unless otherwise stipulated by the Proposer, the Proposer agrees to make available to all Government agencies, departments, municipalities, and counties, the proposal prices submitted in accordance with said proposal terms and conditions therein, should any said governmental entity desire to buy under this proposal. Eligible users shall mean all state of Arkansas agencies, the legislative and judicial branches, political subdivisions (counties, local district school boards, community colleges, municipalities, counties, or other public agencies or authorities), which may desire to purchase under the terms and conditions of the contract. 13. COLLUSION: The Proposer, by affixing his or her signature to this proposal, agrees to the following: “Proposer certifies that their proposal is made without previous understanding, agreement, or connection with any person, firm or corporation making a proposal for the same item(s) and/or services and is in all respects fair, without outside control, collusion, fraud, or otherwise illegal action.” Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P City of Fayetteville, AR RFP 24-02, Historic Context Statement Page 8 of 20 14. RIGHT TO AUDIT, FOIA, AND JURISDICITON: a. The City of Fayetteville reserves the privilege of auditing a Contractor’s records as such records relate to purchases between the City and said Contractor. b. Freedom of Information Act: City contracts and documents prepared while performing City contractual work are subject to the Arkansas Freedom of Information Act. If a Freedom of Information Act request is presented to the City of Fayetteville, the (contractor) will do everything possible to provide the documents in a prompt and timely manner as prescribed in the Arkansas Freedom of Information Act (A.C.A. §25-19-101 et. seq.). Only legally authorized photocopying costs pursuant to the FOIA may be assessed for this compliance. c. Legal jurisdiction to resolve any disputes shall be Arkansas with Arkansas law applying to the case. 15. CITY INDEMNIFICATION: The successful Proposer(s) agrees to indemnify the City and hold it harmless from and against all claims, liability, loss, damage or expense, including but not limited to counsel fees, arising from or by reason of any actual or claimed trademark, patent or copyright infringement or litigation based thereon, with respect to the services or any part thereof covered by this order, and such obligation shall survive acceptance of the services and payment thereof by the City. 16. VARIANCE FROM STANDARD TERMS & CONDITIONS: All standard terms and conditions stated in this request for proposal apply to this contract except as specifically stated in the subsequent sections of this document, which take precedence, and should be fully understood by Proposers prior to submitting a proposal on this requirement. 17. ADA REQUIREMENT FOR PUBLIC NOTICES & TRANSLATION: Persons with disabilities requiring reasonable accommodation to participate in this proceeding/event, should call 479.521.1316 (telecommunications device for the deaf), no later than seven days prior to the deadline. Persons needing translation of this document shall contact the City of Fayetteville, Purchasing Division, immediately. 18. CERTIFICATE OF INSURANCE: The successful Proposer shall provide a Certificate of Insurance of professional liability insurance in the amount of $1 million US dollars, at minimum. Such Certificate of Insurance shall list the City as an additional insured and not be required unless firm is selected. 19. PAYMENTS AND INVOICING: The Proposer must specify in their proposal the exact company name and address which must be the same as invoices submitted for payment as a result of award of this RFP. Further, the successful Proposer is responsible for immediately notifying the Purchasing Division of any company name change, which would cause invoicing to change from the name used at the time of the original RFP. Payment will be made within thirty days of invoice received. The City of Fayetteville is very credit worthy and will not pay any interest or penalty for untimely payments. Payments can be processed through Proposer’s acceptance of Visa at no additional costs to the City for expedited payment processing. The City will not agree to allow any increase in hourly rates by the contract without PRIOR Fayetteville City Council approval. Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P City of Fayetteville, AR RFP 24-02, Historic Context Statement Page 9 of 20 20. CANCELLATION: a. The City reserves the right to cancel this contract without cause by giving thirty (30) days prior notice to the Contractor in writing of the intention to cancel or with cause if at any time the Contractor fails to fulfill or abide by any of the terms or conditions specified. b. Failure of the contractor to comply with any of the provisions of the contract shall be considered a material breach of contract and shall be cause for immediate termination of the contract at the discretion of the City of Fayetteville. c. In addition to all other legal remedies available to the City of Fayetteville, the City reserves the right to cancel and obtain from another source, any items and/or services which have not been delivered within the period of time from the date of order as determined by the City of Fayetteville. d. In the event sufficient budgeted funds are not available for a new fiscal period, the City shall notify the Contractor of such occurrence and contract shall terminate of the last day of the current fiscal period without penalty or expense to the City. 21. ASSIGNMENT, SUBCONTRACTING, CORPORATE ACQUISITIONS AND/OR MERGERS: a. The Contractor shall perform this contract. No assignment of subcontracting shall be allowed without prior written consent of the City. If a Proposer intends to subcontract a portion of this work, the Proposer shall disclose such intent in the proposal submitted as a result of this RFP. b. In the event of a corporate acquisition and/or merger, the Contractor shall provide written notice to the City within thirty (30) calendar days of Contractor’s notice of such action or upon the occurrence of said action, whichever occurs first. 22. NON-EXCLUSIVE CONTRACT: Award of this RFP shall impose no obligation on the City to utilize the Contractor for all work of this type, which may develop during the contract period. This is not an exclusive contract. The City specifically reserves the right to concurrently contract with other companies for similar work if it deems such an action to be in the City’s best interest. In the case of multiple-phase contracts, this provision shall apply separately to each item. 23. LOBBYING: Lobbying of selection committee members, City of Fayetteville employees, or elected officials regarding request for proposals, request for qualifications, bids or contracts, during the pendency of bid protest, by the bidder/proposer/protestor or any member of the bidder’s/proposer’s/protestor’s staff, and agent of the bidder/proposer/protestor, or any person employed by any legal entity affiliated with or representing an organization that is responding to the request for proposal, request for qualification, bid or contract, or has a pending bid protest is strictly prohibited either upon advertisement or on a date established by the City of Fayetteville and shall be prohibited until either an award is final or the protest is finally resolved by the City of Fayetteville; provided, however, nothing herein shall prohibit a prospective/bidder/proposer from contacting the Purchasing Division to address situations such as clarification and/or questions related to the procurement process. For purposes of this provision lobbying activities shall include but not be limited to, influencing or attempting to influence action or non-action in connection with any request for proposal, request for qualification, bid or contract through direct or indirect oral or written communication or an Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P City of Fayetteville, AR RFP 24-02, Historic Context Statement Page 10 of 20 attempt to obtain goodwill of persons and/or entities specified in this provision. Such actions may cause any request for proposal, request for qualification, bid or contract to be rejected. 24. ADDITIONAL REQUIREMENTS: The City reserves the right to request additional services relating to this RFP from the Proposer. When approved by the City as an amendment to the contract and authorized in writing prior to work, the Contractor shall provide such additional requirements as may become necessary. 25. SERVICES AGREEMENT: A written agreement, in substantially the form attached, incorporating the RFP and the successful proposal will be prepared by the City, signed by the successful Proposer and presented to the City of Fayetteville for approval and signature of the Mayor. 26. INTEGRITY OF REQUEST FOR PROPOSAL (RFP) DOCUMENTS: Proposers shall use the original RFP form(s) provided by the Purchasing Division and enter information only in the spaces where a response is requested. Proposers may use an attachment as an addendum to the RFP form(s) if sufficient space is not available on the original form for the Proposer to enter a complete response. Any modifications or alterations to the original RFP documents by the Proposer, whether intentional or otherwise, will constitute grounds for rejection of such RFP response. Any such modifications or alterations a Proposer wishes to propose shall be clearly stated in the Proposer’s RFP response and presented in the form of an addendum to the original RFP documents. 27. OTHER GENERAL CONDITIONS: a. Proposers must provide the City with their proposals signed by an employee having legal authority to submit proposals on behalf of the Proposer. The entire cost of preparing and providing responses shall be borne by the Proposer. b. The City reserves the right to request any additional information it deems necessary from any or all Proposers after the submission deadline. c. This solicitation is not to be construed as an offer, a contract, or a commitment of any kind; nor does it commit the City to pay for any costs incurred by Proposer in preparation. It shall be clearly understood that any costs incurred by the Proposer in responding to this request for proposal is at the Proposer's own risk and expense as a cost of doing business. The City of Fayetteville shall not be liable for reimbursement to the Proposer for any expense so incurred, regardless of whether or not the proposal is accepted. d. If products, components, or services other than those described in this bid document are proposed, the Proposer must include complete descriptive literature for each. All requests for additional information must be received within five working days following the request. e. Any uncertainties shall be brought to the attention to Amanda Beilfuss immediately via telephone (479.575.8220) or e-mail (abeilfuss@fayetteville-ar.gov). It is the intent and goal of the City of Fayetteville Purchasing Division to provide documents providing a clear and accurate understanding of the scope of work to be completed and/or goods to be provided. We encourage all interested parties to ask questions to enable all Proposers to be on equal terms. Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P City of Fayetteville, AR RFP 24-02, Historic Context Statement Page 11 of 20 f. Any inquiries or requests for explanation in regard to the City's requirements should be made promptly to Amanda Beilfuss, City of Fayetteville, Sr. Purchasing Agent via e-mail (abeilfuss@fayetteville-ar.gov) or telephone (479.575.8220). No oral interpretation or clarifications will be given as to the meaning of any part of this request for proposal. All questions, clarifications, and requests, together with answers, if any, will be provided to all firms via written addendum. Names of firms submitting any questions, clarifications, or requests will not be disclosed until after a contract is in place. g. At the discretion of the City, one or more firms may be asked for more detailed information before final ranking of the firms, which may also include oral interviews. h. Any information provided herein is intended to assist the Proposer in the preparation of proposals necessary to properly respond to this RFP. The RFP is designed to provide qualified Proposers with sufficient basic information to submit proposals meeting minimum specifications and/or test requirements but is not intended to limit a RFP’s content or to exclude any relevant or essential data. i. Proposers irrevocably consent that any legal action or proceeding against it under, arising out of or in any manner relating to this Contract shall be controlled by Arkansas law. Proposer hereby expressly and irrevocably waives any claim or defense in any said action or proceeding based on any alleged lack of jurisdiction or improper venue or any similar basis. j. The successful Proposer shall not assign the whole or any part of this Contract or any monies due or to become due hereunder without written consent of City of Fayetteville. In case the successful Proposer assigns all or any part of any monies due or to become due under this Contract, the Instrument of assignment shall contain a clause substantially to the effect that it is agreed that the right of the assignee in and to any monies due or to become due to the successful Proposer shall be subject to prior liens of all persons, firms, and corporations for services rendered or materials supplied for the performance of the services called for in this contract. k. The successful Proposer's attention is directed to the fact that all applicable Federal and State laws, municipal ordinances, and the rules and regulations of all authorities having jurisdiction over the services shall apply to the contract throughout, and they will be deemed to be included in the contract as though written out in full herein. The successful Proposer shall keep himself/herself fully informed of all laws, ordinances and regulations of the Federal, State, and municipal governments or authorities in any manner affecting those engaged or employed in providing these services or in any way affecting the conduct of the services and of all orders and decrees of bodies or tribunals having any jurisdiction or authority over same. If any discrepancy or inconsistency should be discovered in these Contract Documents or in the specifications herein referred to, in relation to any such law, ordinance, regulation, order or decree, s/he shall herewith report the same in writing to the City of Fayetteville. Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P City of Fayetteville, AR RFP 24-02, Historic Context Statement Page 12 of 20 City of Fayetteville RFP 24-02, Historic Context Statement SECTION B: Scope of Services and General Information 1. INTRODUCTION: The City of Fayetteville, Arkansas, hereinafter referred to as “the City”, is requesting proposals from qualified firms with experience in writing historic context statements, performing historic property surveys, and facilitating citizen involvement/participation to prepare a Historic Context Statement for the Spout Spring neighborhood in the City of Fayetteville, as described in the following Scope of Work. It is the intent of the City of Fayetteville to select a single firm or team to accomplish the services outlined in this Request for Proposals. 2. COMMUNITY & NEIGHBORHOOD BACKGROUND: The City of Fayetteville, Arkansas is located across the Boston Range of the wider Ozark Plateau in Northwest Arkansas. It is the county seat of Washington County. The City is home to the University of Arkansas, which is located just outside the Downtown area. The City is more than 55 square miles in area with a population of 99,288 according to the 2022 American Community Survey estimations, making it the second largest city in Arkansas. Fayetteville has a rich cultural history. The town was founded in 1828 on land that had previously been set aside for the western Cherokee Nation. Before the Cherokee, the land had been hunted by the Osage and Quapaw tribes. During the Civil war General Benjamin McCulloch ordered Confederate forces under his command to burn all the commercial buildings, military stores and vacant houses in Fayetteville. Very few structures survived or are preserved today; however, Fayetteville does have a wealth of historic structures from the late 19th century through mid-20th century, many representing vernacular materials and styles. Agricultural production was a significant part of the local economy from the post-Civil War era through WWII, and the University of Arkansas, established in 1871 as the first public university in Arkansas, has also been a significant contributor both to the local economy and to population growth. On March 1, 1979 the Historic District Commission was created as a group of devoted local citizens concerned with improving and protecting the City’s unique historic and cultural resources. The Commission helps facilitate the identification, evaluation, preservation, restoration, protection, and enhancement of historical, cultural, and archaeological interests. The City of Fayetteville currently has 69 Historic Sites on the National Register and has an array of National Register Historic Districts and neighborhood associations with an eye on preservation. With the City’s first Heritage & Historic Preservation Plan adopted in summer 2023, the Commission is looking at projects to meet the plan goals, including the identification and protection of historic properties. The Black Heritage Preservation Commission was established on September 7, 2021. The purpose of this Commission is to recognize, acknowledge, protect and preserve historical Black Structures and Cemeteries in honor of the vision, accomplishment, and perseverance of Fayetteville’s early Black families and individuals and the churches and other structures they built. Another Purpose of this Commission is the creation of Black Historical Markers to recognize the struggles and achievements of our Black citizens to promote diversity and equality for all Fayetteville residents and to oppose discrimination against any person in Fayetteville. In June 2023 the Commission celebrated the unveiling of a historical marker and street naming honoring Nelson Hackett, a man who was enslaved in Fayetteville in the 1840s. Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P City of Fayetteville, AR RFP 24-02, Historic Context Statement Page 13 of 20 The Spout Spring neighborhood is located directly east and southeast of Fayetteville’s downtown. The approximate borders of the neighborhood are East Lafayette Street to the north, North Fletcher Avenue and South Wood Avenue to the east, 15th Street to the south, and North College Avenue to the west (see attached map). The neighborhood is comprised of approximately 1,200 parcels and currently has strong advocates to form a local historic district to preserve and commemorate the remnants of Black history. A historic context statement a necessary and valuable resource for this effort and other historic preservation efforts for the neighborhood. Spout Spring is an area with overlapping past, current, and future preservation work. Part of the area that is being proposed for the historic context statement is in the Washington-Willow National Register District (69 parcels), which was placed on the National Register of Historic Places in 1980. A petition for the formation of a local historic district is currently being distributed for signature. The proposed local historic district includes parcels within the Washington- Willow District and a majority of the parcels in the proposed context study area, for approximately 700 parcels in total. If the local historic district is created, this would constitute Fayetteville’s first local historic district, aside from the City-owned White Hangar at Drake Field. 3. SCOPE OF WORK: The purpose of this project is to prepare a framework for researching and documenting historic resources in a historically Black neighborhood of Fayetteville, Arkansas through the creation of a historic context statement. Because this will be the first time Fayetteville’s historic Black community’s major historic themes and places will have been documented through an official governmental initiative, the process of developing the context will be just as important as the ultimate written product. Public engagement focused on eliciting and receiving information from community members on places that matter to them (particularly places of social or cultural significance) will be necessary, as evidence of such places may have already been lost. The historic context statement represents an opportunity to formally capture important historic themes and development patterns in the Spout Spring neighborhood while identifying its historic resources and formatting the community’s collective known histories into a concise document. This document would additionally serve to support city staff, city commissioners, and property owners in their efforts to identify and protect historic resources in these neighborhoods. The expected next steps following the completion of this project are to begin surveying resources and engaging residents in the process of establishing a local ordinance district while supporting the preparation of National Register nominations if eligible properties are identified. This project is also intended to help produce knowledge about development patterns, historical trends, and significant architectural features in the Spout Spring neighborhood. Without compiling the information needed to establish this historic context statement, individuals would be required to complete their own research and city staff and commissioners would not have a basis for future considerations for such historic neighborhoods. While the final scope of services will be negotiated with the selected consultant, the City’s baseline expectations include the following: a. Identify and assess the Spout Spring neighborhood’s history, including notable sites, persons, and events. b. Identify key themes and periods of history. c. Identify historic neighborhood extents to assist with future surveys or policy proposals. d. Conduct research using primary and secondary sources, including resources at the University of Arkansas Special Collections Library and the Shiloh Museum. Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P City of Fayetteville, AR RFP 24-02, Historic Context Statement Page 14 of 20 e. Recommend a communications strategy to reach and engage stakeholders. Utilize available and existing resources and organizations focusing on the project neighborhoods. f. In collaboration with City staff, design collateral materials including web and digital resources in support of the project. g. Identify, describe, and implement a comprehensive strategy and methodology for community involvement. 4. QUALIFICATIONS: Any consulting firm, consulting team, or other organization may respond. The identified project lead must meet the Secretary of the Interior’s professional qualifications standards for performing work in the areas of ‘History’ or ‘Architectural History’. These qualifications, which set specific minimum education and experience requirements, can be found online at: https://www.nps.gov/articles/sec-standards-prof-quals.htm. Respondents shall articulate in their proposal how the designated project lead meets these minimum qualifications. 5. TENTATIVE PROJECT TIMELINE: July 16, 2024 Consultant under contract with City July 31, 2024 Project coordination meeting with AHPP August 2, 2024 AHPP deadline for Consultant to be under contract August 8, 2024 Project Kickoff with Historic District Commission August 15, 2024 Project Kickoff with Black Heritage Preservation Commission August 28, 2024 First neighborhood meeting September 2, 2024 AHPP deadline for project work to begin October 2, 2024 Second neighborhood meeting November 12, 2024 Draft Historic Context Statement Outline ready for review by City November 22, 2024 Comments on outline returned to consultant February 24, 2025 Draft of all project deliverables submitted to AHPP for review April 19, 2025 Final draft of all project deliverables submitted to AHPP June 1, 2025 Final invoice submitted to City by Consultant August 31, 2025 Final report submitted to AHPP by City 6. PROPOSAL FORMAT: The proposal shall contain all sections listed herein and shall respond fully to all requirements of the RFP. Statement should be no more than twenty-five (25) pages; single sided, standard readable, print on standard 8.5 X 11 pages. Proposers shall also submit a three (3) page (maximum) executive summary. The following items will not count toward the page limitations: appendix, cover sheet, 3-page executive summary, resumes (resumes shall be no more than 1 page per person), and forms provided by the City for completion: Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P City of Fayetteville, AR RFP 24-02, Historic Context Statement Page 15 of 20 Part I – Letter of Interest: Provide a letter of interest signed by an authorized consultant representative. Provide the names, offices, email addresses, and phone numbers for all key Consultant staff proposed to be involved in the project. The Proposal shall identify in which office(s) the majority of the work will occur. Acknowledge all issued addenda. Part II – Consultant/Staff Qualifications: The Proposal shall include a company profile outlining the company’s history and philosophy. This section will also provide a brief biography of key individuals proposed to be assigned to the project with an emphasis on a designated Project Manager. The Project Manager should be the individual conducting the day-to-day activities on this project. Each individual’s proposed position / responsibility shall be indicated. Special emphasis shall be provided to the individual’s background, qualifications, and experience on related and/or similar projects. The team must meet the Professional Qualification Standards for Historic Preservation set by the Secretary of the Interior (Appendix F). At least three (3) client references, including name, description of past working relationship, and current contact information shall be listed for each key individual proposed. Any applicable professional licenses or certifications shall be listed for each individual. All known sub- Consultants needed to complete the project (individual or firm) must be identified. Part III – Management Approach: The Proposal shall include a discussion regarding the Consultant’s intended management approach on this project, including coordination and monitoring of project schedule, cost, scope, communications, quality, resources and other management issues that the Consultant feels should be addressed. Part IV – Related Project Experience: The Proposal shall include up to three (3) profiles of similar services in comparable organizations. Past projects must have been completed in the last ten (10) years and shall include: project name, project time frame, client name, and a detailed description that clearly justifies why the Consultant’s past experience is applicable to this RFP. For each project, indicate which proposed key individuals worked on the project and describe the role/work they performed and their levels of involvement. Part V – State and Federal Grant Guidelines: Each Consultant team must familiarize themselves with all grant requirements as required by the CERTIFIED LOCAL GOVERNMENT PROGRAM GRANT AGREEMENT and must meet the minimum standards outlined in the appendices listed below in all work product produced. Please note this grant is subject to all rules and regulations pursuant to the National Park Service Historic Preservation Fund Manual. See attachment: Arkansas Historic Preservation Program Grant Agreement i. Appendix E: (Other Consultant Contracts and Products) ii. Appendix F: (The Secretary of the Interior’s Historic Preservation Professional Qualification Standards) Part VI – Detailed Draft and Scope of Services: This will form the basis of the Scope of Services to be included in the Contract and be given the most weight in evaluation and scoring of the Proposals. The Proposal shall include: i. Detailed description of the Consultant’s proposed scope of services (including specific tasks and deliverables) to accomplish the Objectives specified in Section 3 of the RFP; ii. List any additional documents or resources necessary to complete the Work; Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P City of Fayetteville, AR RFP 24-02, Historic Context Statement Page 16 of 20 iii. Describe your competitive advantage and value-added services and benefits that would be provided to the City. This could include any innovative approaches previously utilized to assist communities develop their similar historic context statements, and any unique challenges and how you overcame them; iv. Any optional, recommended services otherwise excluded from the Consultant’s proposed Scope of Services but are considered by the Consultant to be valuable aspects in achieving the Objectives; v. A written summary identifying the types of information, data, and assistance needed from the City for a successful project; Part VII – Project Schedule: The Consultant shall provide a project schedule, directly associated with the Consultant’s proposed Scope of Services. All project timelines must meet the terms of grant agreement outlined in the CLG Program Grant Agreement (attached as Appendix A) and shown in Section 5. The City will submit quarterly reports to the AHPP detailing programmatic and fiscal progress of work on forms to be provided by AHPP. The timeline must include the AHPP final deadline of August 01, 2025. 7. PRICE PROPOSAL: Proposers shall provide a Flat Fee Price Proposal. Include a detailed cost breakdown including estimated personnel, exclusions, and all labor costs, expenses, overhead, and profit. Provide a payment schedule based on project milestones/deliverables. These deliverables will be confirmed during contract negotiations with the chosen consultant. The Price Proposal will serve as a basis for scoring. The Price Proposal will be scored as follows (1-page maximum): (Lowest Proposal Price/ Proposal Price) x 15 Lowest Price will receive a score of 15 Example: Proposal Price A = $25,000, Lowest Proposal Price = $20,000 ($20,000/$25,000) x 15 = Score of 12 points 7. CONTRACT FORMATION: If the negotiation produces mutual agreement, a contract will be considered for approval by the City of Fayetteville City Council. If negotiations with the highest-ranking Proposer fail, negotiations may be initiated with the next highest-ranking Proposer until an agreement is reached. The City reserves the right to reject all offers and end the process without executing a contract. 8. SELECTION CRITERIA: The following criteria will be used by the City to evaluate and score responsive proposals. Proposers shall include sufficient information to allow the City to thoroughly evaluate and score the proposal. Each proposal submitted is not required to be ranked by the selection committee. The contract may be awarded to the most qualified firm, per the evaluation criteria listed below, based on the evaluation of the selection committee. Following the evaluation of the proposals, the Selection Committee may request that the top- ranking firm(s) make an oral presentation or be interviewed. If presentations are necessary, they will take place in Fayetteville, Arkansas. Notices will be sent by the Purchasing Division. Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P City of Fayetteville, AR RFP 24-02, Historic Context Statement Page 17 of 20 1) 20% Qualifications in Relation to Specific Project to be Performed: Information reflecting qualifications of the consultant, partners, and project team. Indicated specialized experience and technical competence of the firm in connection with the type and complexity of the service required. Subcontractors, if used, shall be listed with information on their organization. 2) 20% Experience, Competence, and Capacity for Performance: Information reflecting the names, titles, and qualifications (including experience and technical competence) of the major personnel assigned to this specific project. 3) 30% Proposed Method of Doing Work: A proposed work plan (description of how the project would be conducted as well as other facts concerning approach to scope) indicating methods and schedules for accomplishing scope of work. Include with this the amount of work presently underway. 4) 10% Past Performance: Previous evaluations shall be considered a significant factor. If previous evaluations with the City are not available, the professional firm's past performance records with City and others will be used, including quality of work, timely performance, diligence, and any other pertinent information. Firm will provide a list of similar jobs performed and person whom the City can contact for information. 5) 20% Cost/Fees: Complete costs and fees as described in this RFP and for delivery of the proposal including fiscal feasibility and financial stability. All fees shall be clearly identified with RFP response and be itemized as much as possible. 9. ADDITIONAL DOCUMENTS AND INFORMATON: The following documents are included with this solicitation as additional information: a. Appendix A: Project Area Map b. Appendix B: CLG Program Grant Agreement Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P City of Fayetteville, AR RFP 24-02, Historic Context Statement Page 18 of 20 City of Fayetteville RFP 24-02, Historic Context Statement SECTION C: Signature Submittal 1. DISCLOSURE INFORMATION Proposer must disclose any possible conflict of interest with the City of Fayetteville, including, but not limited to, any relationship with any City of Fayetteville employee. Proposer response must disclose if a known relationship exists between any principal or employee of your firm and any City of Fayetteville employee or elected City of Fayetteville official. If, to your knowledge, no relationship exists, this should also be stated in your response. Failure to disclose such a relationship may result in cancellation of a purchase and/or contract as a result of your response. This form must be completed and returned in order for your bid/proposal to be eligible for consideration. PLEASE CHECK ONE OF THE FOLLOWING TWO OPTIONS, AS IT APPROPRIATELY APPLIES TO YOUR FIRM: ___________1) NO KNOWN RELATIONSHIP EXISTS ___________2) RELATIONSHIP EXISTS (Please explain): __________________________________ _______________________________________________________________________________ _______________________________________________________________________________ I certify that; as an officer of this organization, or per the attached letter of authorization, am duly authorized to certify the information provided herein is accurate and true; and my organization shall comply with all State and Federal Equal Opportunity and Non-Discrimination requirements and conditions of employment. Pursuant Arkansas Code Annotated §25-1-503, the Contractor agrees and certifies that they do not currently boycott Israel and will not boycott Israel during any time in which they are entering into, or while in contract, with any public entity as defined in §25-1-503. If at any time during contract the contractor decides to boycott Israel, the contractor must notify the contracted public entity in writing. Pursuant Arkansas Code Annotated §25-1-1002, the Contractor agrees and certifies that they do not currently boycott Energy, Fossil Fuel, Firearms, and Ammunition Industries during any time in which they are entering into, or while in contract, with any public entity as defined in §25-1-1002. If at any time during the contract the contractor decides to boycott Energy, Fossil Fuel, Firearms, and/or Ammunition Industries, the contractor must notify the contracted public entity in writing. 2. PRIMARY CONTACT INFORMATION At the discretion of the City, one or more firms may be asked for more detailed information before final ranking of the firms, which may also include oral interviews. NOTE: Each Proposer shall submit to the City a primary contact name, e-mail address, and phone number (preferably a cell phone number) where the City selection committee can call for clarification or interview via telephone. Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P City of Fayetteville, AR RFP 24-02, Historic Context Statement Page 19 of 20 Corporate Name of Firm: ____________________________________________________________________ Primary Contact: _____________________________ Title of Primary Contact: __________________________ Phone#1 (cell preferred): _____________________________Phone#2: ________________________________ E-Mail Address: _____________________________________________________________________________ 3. ACKNOWLEDGEMENT OF ADDENDA Acknowledge receipt of addenda for this invitation to bid, request for proposal, or request for qualification by signing and dating below. All addendums are hereby made a part of the bid or RFP documents to the same extent as though it were originally included therein. Proposers/Bidders should indicate their receipt of same in the appropriate blank listed herein. Failure to do so may subject Contractor to disqualification. ADDENDUM NO. SIGNATURE AND PRINTED NAME DATE ACKNOWLEDGED 4. DEBARMENT CERTIFICATION: As an interested party on this project, you are required to provide debarment/suspension certification indicating compliance with the below Federal Executive Order. Certification can be done by completing and signing this form. Federal Executive Order (E.O.) 12549 “Debarment and Suspension“ requires that all contractors receiving individual awards, using federal funds, and all sub-recipients certify that the organization and its principals are not debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded by any Federal department or agency from doing business with the Federal Government. Signature certifies that neither you nor your principal is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any federal department or agency. Questions regarding this form should be directed to the City of Fayetteville Purchasing Division. NAME OF COMPANY: ________________________________________________________________________ PHYSICAL ADDRESS: _________________________________________________________________________ MAILING ADDRESS: _________________________________________________________________________ TAX ID #: ____________________________ AR. SECRETARY OF STATE FILING #: _________________________ Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P City of Fayetteville, AR RFP 24-02, Historic Context Statement Page 20 of 20 PHONE: __________________________________________ FAX: ____________________________________ E-MAIL: ___________________________________________________________________________________ SIGNATURE: _______________________________________________________________________________ PRINTED NAME: ____________________________________________________________________________ TITLE: ________________________________________ DATE: ______________________________________ END OF RFP DOCUMENT Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Appendix A Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Appendix B Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P City of Fayetteville, AR  RFP 24‐02, Addendum 1   Page 1 | 1    RFP 24‐02, Addendum 1  Date: Monday, April 15, 2024  To: All Prospective Vendors  From: Amanda Beilfuss – 479.575.8220 – abeilfuss@fayetteville‐ar.gov   RE:  RFP 24‐02, Historic Context Statement  This addendum is hereby made a part of the contract documents to the same extent as though it were  originally included therein. Interested parties should indicate their receipt of same in the appropriate blank of  the RFP. PROPOSERS SHOULD ACKNOWLEDGE THIS ADDENDUM ON THE DESIGNATED LOCATION ON THE BID  PORTAL/FORM.      1. Questions – The following questions have been received and answered by the corresponding  department:  a. Question: How many of the listed meetings are required to be held in person?  i. Answer: None of the listed meetings are required to be in person. Project coordination and  kickoff meetings can be held virtually. Neighborhood meetings shall be held in person but  can be staffed by the City of Fayetteville staff, if needed. A virtual option may be available  depending on meeting location.    b. Question: For the Historic Context Statement, are formal survey forms required?  i. Answer: No, no formal survey forms are required.      2. Clarification – Proposer shall hold a current, valid registration with the Arkansas Secretary of State OR  provide documentation that Proposer has applied for registration with the Arkansas Secretary of State  before Proposal deadline.  Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P City of Fayetteville, AR  RFP 24‐02, Addendum 2   Page 1 | 1    RFP 24‐02, Addendum 2  Date: Friday, April 19, 2024  To: All Prospective Vendors  From: Amanda Beilfuss – 479.575.8220 – abeilfuss@fayetteville‐ar.gov   RE:  RFP 24‐02, Historic Context Statement  This addendum is hereby made a part of the contract documents to the same extent as though it were  originally included therein. Interested parties should indicate their receipt of same in the appropriate blank of  the RFP. PROPOSERS SHOULD ACKNOWLEDGE THIS ADDENDUM ON THE DESIGNATED LOCATION ON THE BID  PORTAL/FORM.      1. Questions – The following question has been received and answered by the corresponding department:  a. Question: On page 14 of the RFP, top of the page, it states, "f. In collaboration with City staff,  design collateral materials including web and digital resources in support of the project." Should  we take this to mean that the selected firm will be designing all materials as well as producing the  final products for distribution to the public? Or will the selected firm be contributing to the design  process with the City, and the City will be producing the final products for distribution to the  public?  i. Answer: The intention is for the awarded firm to design the content and provide the digital  files and for the City to print and/or distribute the materials via web and social media.  Awarded firm will not be asked to make web edits or post on behalf of the City.      2. Clarification – Proposer shall hold a current, valid registration with the Arkansas Secretary of State OR be  able to provide proof of registration before recommendation of award to Fayetteville City Council.  Ap p e n d i x B RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Cit y Iss u e d RF P RFP 24-02 Addendum 2 Post Oak Preservation Solutions Supplier Response Event Information Number:RFP 24-02 Addendum 2 Title:Historic Context Statement Type:Request for Proposal Issue Date:4/7/2024 Deadline:5/1/2024 02:00 PM (CT) Notes:The City of Fayetteville, Arkansas, seeks proposals from qualified firms with experience in municipal, comprehensive, urban and land use planning, economic analysis, and citizen involvement/participation, to prepare a Historic Context Statement for the Spout Spring neighborhood in the City of Fayetteville. Any questions regarding this RFP shall be directed to Amanda Beilfuss, City of Fayetteville Sr. Purchasing Agent at abeilfuss@fayetteville-ar.gov or (479) 575-8220. Contact Information Contact:Amanda Beilfuss Address:Purchasing Room 306 City Hall 113 West Mountain Street - Room 306 Fayetteville, AR 72701 Email:abeilfuss@fayetteville-ar.gov Vendor: Post Oak Preservation Solutions RFP 24-02 Addendum 2Page 1 of 2 pages Ap p e n d i x C RF P 2 4 - 0 2 , H i s t o r i c C o n t e x t S t a t e m e n t Po s t O a k ' s P r o p o s a l Post Oak Preservation Solutions Information Contact:Ellis Mumford-Russell Address:PO Box 12747 San Antonio, TX 78212 Phone:(832) 919-6433 Email:ellis@postoakpreservation.com Web Address:postoakpreservation.com By submitting your response, you certify that you are authorized to represent and bind your company. Ellis Mumford-Russell ellis@postoakpreservation.com Signature Email Submitted at 4/30/2024 11:00:22 AM (CT) Requested Attachments RFP 24-02, Historic Context Statement POPS_SpoutSpring_Proposal.pdf Please attach the signed and completed RFP form, located in the 'Attachments' tab, along with any additional documents. Bid Attributes 1 Addendum Acknowledgement By selecting "I agree", you acknowledge that you have read all addendum(s) that have been issued for this solicitation, if applicable. I agree Vendor: Post Oak Preservation Solutions RFP 24-02 Addendum 2Page 2 of 2 pages Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 30 April 2024 Amanda Beilfuss Sr. Purchasing Agent City of Fayetteville, Arkansas 113 West Mountain Street Fayetteville, AR 72701 Re: Response to RFP 24-02: Spout Spring Historic Context Statement Dear Ms. Beilfuss, Post Oak Preservation Solutions LLC (Post Oak) is excited to present our proposal for the development of a Historic Context Statement for Spout Spring in Fayetteville. With our extensive experience in historic preservation consulting encompassing diverse research and documentation projects, our accomplished and versatile team, and our meticulous project approach, we are confident in our ability to deliver a valuable, and user-friendly product that benefits both property owners and staff. Please find below the names, offices, email addresses, and phone numbers for all key Consultant staff proposed to be involved in the project: Austin Office Staff: Ellis Mumford-Russell | 832.919.6433 |ellis@postoakpreservation.com Rebecca Wallisch | 503.317.9379 |rebecca@postoakpreservation.com El Paso Office Staff: Megan Warley McDonald | 814.397.2359 |megan@postoakpreservation.com Kansas City Office Staff: Rachel Alison | 210.580.6329 |rachel@postoakpreservation.com Post Oak Preservation Solutions is a women-owned, Texas-based historic preservation consulting firm led by Ellis Mumford-Russell. With a focus on historic tax credits, design standards, preservation and urban planning, historic resource surveys, and National Register of Historic Places Nominations, we operate nationwide with team members in Texas and Missouri. The majority of the work will occur in our Austin and El Paso offices. Our team includes experienced preservationists who have served in public and private sector historic preservation roles. We strive to deliver high-quality, customized solutions and tools that foster effective, community-driven preservation. Post Oak acknowledges the receipt of all addenda issued by the City of Fayetteville for RFP 24-02. Thank you for considering our firm for this project. We are eager to discuss further details and are available at your convenience. Sincerely, Ellis Mumford-Russell Partner PO Box 12747 San Antonio, TX 78212 210.228.9500 | postoakpreservation.com Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l Proposal City of Fayetteville, Arkansas Spout Spring Historic Context Statement April 2024 Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 2Post Oak Preservation SolutionsProposal : Spout Spring Historic Context Statement TABLE OF CONTENTS I: Executive Summary 3 II: Staff Qualifications 5 III: Management Approach 10 IV: Related Project Experience 12 V: Scope Of Services 18 VI: Project Schedule 22 VII: Project Budget 23 Appendix - Resumes, City Forms 24 Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 3Post Oak Preservation SolutionsProposal : Spout Spring Historic Context Statement I: EXECUTIVE SUMMARY Post Oak Preservation Solutions LLC (Post Oak) is delighted to present our proposal for the creation of a Historic Context Statement for the Spout Spring neighborhood of Fayetteville, Arkansas. With our extensive background in historic preservation, particularly in archival research, oral history, historic resource evaluations, and preparation of complex and intersectional contexts, our firm is well equipped to undertake this initiative. As the first historic context statement detailing the historic themes and significant places associated with Fayetteville’s Black community, Post Oak recognizes the care and attention to detail required to adequately honor the contributions and achievements of Black Fayettevillians. We aim to provide a comprehensive historic context that will serve as the foundation for future preservation efforts of the City’s remaining historic resources associated with Black history, and will guide and expand opportunities for interpreting this important aspect of Fayetteville’s history to the broader public. This project will serve as the first step in researching, documenting, and evaluating the historic significance of the Spout Spring neighborhood and identifying places within the community for further preservation efforts. Since many of the historically significant places associated with the City’s Black community have been lost, Post Oak recognizes the urgency of soliciting information and oral histories from local community members who can provide invaluable knowledge about the neighborhood’s development and evolution. We view the opportunity to draft the first historic context associated with Fayetteville’s Black history with reverence and an understanding of the challenges involved in documenting places and communities that are underrepresented in the historic record. Public involvement is a crucial component in developing the historic narrative and identifying themes and places of significance to the community. Post Oak has a proven track record of conducting thorough research, analyzing complex historical data, and synthesizing information into comprehensive historic contexts, including those associated with underrepresented communities. Additionally, we possess extensive knowledge of historic preservation practices, regulations, and guidelines. Our experience includes Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 4Post Oak Preservation SolutionsProposal : Spout Spring Historic Context Statement successful collaborations with local, state, and federal preservation agencies, highlighting our commitment to preserving and protecting historic resources. Furthermore, our team has experience working with local communities to solicit place- specific information that can only be gleaned through outreach, including the Pleasant Street National Register Historic District Resurvey and William Decker Johnson Hall National Register nomination. Key personnel, including project manager Rebecca Wallisch and staff lead Megan Warley McDonald, will oversee the project’s execution, ensuring timely deliverables and effective communication with all stakeholders. Post Oak views oral history as an essential component in the preparation of a thorough and comprehensive history of the Spout Spring neighborhood. As a result, Post Oak proposes a phased approach to the preparation of the context to ensure a quality product worthy of the subject matter. Our comprehensive services will encompass stakeholder engagement, primary and secondary research, data analysis to identify trends and themes, and the development of a Historic Context Statement that provides a detailed understanding of the Spout Spring neighborhood and its historical development. We will work closely with the City of Fayetteville, the Arkansas Historic Preservation Program (AHPP), and the Black Heritage Preservation Commission to ensure that the document meets project goals and exceeds expectations. Post Oak is dedicated to providing high-quality services that align with our clients’ needs, and those of the communities directly impacted. Our team is responsive, communicative, and committed to delivering on time and within budget. Given our experience, sensitivity, and unwavering commitment to high-quality work, we firmly believe that Post Oak Preservation Solutions LLC is the ideal choice for this project. It would be our honor to work with the City of Fayetteville on this important document that will shape the future in the Spout Spring neighborhood, as well as the broader preservation efforts of the City. Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 5Post Oak Preservation SolutionsProposal : Spout Spring Historic Context Statement II: STAFF QUALIFICATIONS POST OAK PRESERVATION SOLUTIONS Post Oak Preservation Solutions (Post Oak) is comprised of founding partner Ellis Mumford-Russell and attorneys/advisors Pat Kennedy and Dub Sutherland of Kennedy Sutherland LLP. Our team joined forces in 2019 to create a full-service, woman- owned historic preservation consulting firm. By combining our varied expertise, interests, and experience, it is our goal to offer top-of-the-line service to our clients. Our blend of historical knowledge, legal expertise, preservation experience, architectural capability, involvement in urban planning, and industry know-how means that Post Oak Preservation Solutions can provide holistic support for historic preservation projects nationwide. Committed to equity and inclusion, Post Oak strives to tell the whole story in the historic narratives and contexts we prepare and also include a diverse array of stakeholders through public outreach. Our team collaborates to deliver an integrated approach to our clients’ projects, ensuring their success. We work across the country and specialize in historic tax credits, design guidelines, National Register nominations, preservation planning, and historic resource surveys. Our team of experienced preservationists has worked in both public and private sector historic preservation and strives to bring our clients high-quality, customized products that create effective tools and solutions for preservation in their communities. Our team is split between San Antonio, Texas; Austin, Texas; El Paso, Texas; and Kansas City, Missouri. We have one partner, five employees, and two advisors. All staff members meet or exceed the Secretary of the Interior’s Professional Qualification Standards for Historic Preservation, as described by the National Park Service. Additionally, our lead architectural historian, Rebecca Wallisch, meets the GS00170-13 Historian qualifications. In every project, we engage closely with clients to ensure timely and budget-conscious deliverables. Our team leverages a wealth of collective experience and expertise in Historic Preservation, Community Facilitation, Materials Conservation, Architectural History, Urban Design, and Graphic Communication to effectively support clients across diverse preservation projects. Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 6Post Oak Preservation SolutionsProposal : Spout Spring Historic Context Statement Locations of Post Oak’s Projects Post Oak Preservation Solutions believes that historic preservation is crucial to our understanding of our place in the world. We strive to provide best-in-class historic preservation consulting in order to further this mission. Our collaborative approach results in a holistic plan for our clients’ projects, ensuring their success. Our experienced team works with our clients to strategically find solutions that meet project goals. At Post Oak, our team boasts extensive experience in historic preservation, with a strong emphasis on research projects and the development of historic context statements. We are proud to have a team of experts that includes historians, architects, and preservation specialists with a deep understanding of the history of the United States. Moreover, we have successfully worked on numerous projects that involved evaluating and documenting resources and neighborhoods associated with Black History. Our commitment to public engagement is evidenced by our track record of facilitating meaningful interactions with community members, stakeholders, and diverse interest groups. We prioritize inclusive approaches that empower local voices and ensure representation in the preservation process. We have a proven track record of conducting thorough historic resource surveys, archival research, analyzing complex historical data, and synthesizing information into comprehensive historic context documents. Additionally, we possess extensive knowledge of historic preservation practices, regulations, and guidelines. CONTACT US: Austin Ellis Mumford-Russell 832.919.6433 ellis@postoakpreservation.com San Antonio Irene Allender 210.219.3648 irene@postoakpreservation.com El Paso Megan Warley McDonald 210.219.3648 megan@postoakpreservation.com Kansas City Alison Dunleavy 773.802.8253 alison@postoakpreservation.com Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 7Post Oak Preservation SolutionsProposal : Spout Spring Historic Context Statement Key Personnel Rebecca Wallisch, Senior Architectural Historian PROJECT MANAGER Rebecca completed her MS in Historic Preservation from the University of Texas at Austin. With over a decade of historic resource survey experience spanning Oregon, Oklahoma, Texas, and Arkansas, Rebecca excels in assessing and documenting cultural resources effectively. Prior to joining Post Oak, she spent ten years as a cultural resources consultant, primarily working on transportation-related projects for the Texas Department of Transportation, where she authored dozens of historic contexts for rural, urban, and suburban communities across Texas. Rebecca’s expertise extends to large, multi-state projects, including road improvements, railroad-related projects, and energy-related projects, requiring government-to-government and consulting party consultation under Section 106 of the NHPA and NEPA. Throughout her career, Rebecca has completed in-depth archival research at repositories throughout Texas, New Mexico, Washington, Oregon, Arkansas and online and is adept at consolidating large amounts of information and distilling it into informative and intersectional narratives. She is well-acquainted with determining historic themes, areas of significance, associated property types, and registration requirements for MPDF submissions. Rebecca’s passion for telling the complete story of our shared cultural heritage is reflected in her work, which includes over a dozen National Register of Historic Places nominations. Additionally, Rebecca recently presented a case study of her research techniques and the importance of saving often overlooked property types at the Texas Historical Commission’s Real Places Conference in April 2024. Rebecca’s recent project management experience includes surveys, supporting context statements, and National Register of Historic Places Nominations in Hot Springs, Arkansas; Wimberley, Texas; Dripping Springs, Texas; Bridgeport, Texas; and Gatesville, Texas. National Register nominations authored by Rebecca include the Immaculate Heart of Mary Seminary, in Santa Fe, New Mexico; the Historic Buildings and Structures of the San Antonio Zoo MPDF in San Antonio, Texas; and the First Wichita National Bank in Wichita Falls, Texas. While not an exhaustive list, these projects highlight Rebecca’s comprehensive understanding and expertise in historic preservation and cultural resource management investigations. Megan Warley McDonald, Architectural Historian STAFF LEAD Megan holds a Master of Heritage Preservation (M.H.P) and an M.A. in History from Georgia State University. She brings extensive expertise in Historic Preservation and Public History, with a particular focus on writing National Register of Historic Places nominations, historic context statements, and conducting oral history interviews. Throughout her career, Megan has honed her skills in coordinating preservation programs, providing technical assistance, and engaging with communities to ensure the preservation of their cultural heritage. Prior to joining Post Oak, Megan worked at the Florida State Historic Preservation Office, managing the Certified Local Government program and contributing to the National Register program, where she researched and authored National Register nominations, conducted initial fieldwork and research, and carried the nomination through the entire review process. Megan’s proficiency in overseeing CLG applications, conducting training sessions for preservation commissions, and managing reporting processes showcases her ability to navigate complex regulatory frameworks and facilitate collaborative decision-making. Additionally, her experience in reviewing grant projects and conducting research for National Register nominations highlights her aptitude for assessing historic resources and integrating best practices into preservation regulations. Megan’s background in Public History further enriches her ability to craft compelling narratives that advocate for the preservation of underrepresented communities’ heritage. Her diverse skill set encompasses archival research, oral history, and historic preservation education, reflecting her dedication to preserving and sharing our collective history. Megan is passionate about creatively and adaptively reusing historic buildings and is committed to writing cohesive and meaningful historical narratives that underscore the significance of our cultural heritage. Megan has served as staff lead on a number of recent Post Oak projects, including the Pleasant Street NRHD resurvey in Hot Springs, Arkansas; the William Decker Johnson Hall National Register nomination in Waco, Texas; and a survey and National Register Historic District nomination in Bridgeport, Texas. Additionally, Megan has written National Register Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 8Post Oak Preservation SolutionsProposal : Spout Spring Historic Context Statement of Historic Places nominations, including the Hotel Limpia in Fort Davis, Texas; and the Sinclair Service Station in Weeki Wachee, Florida. Ellis Mumford-Russell, Partner STAFF SUPPORT Ellis holds an M.S. in Historic Preservation, with an emphasis on preservation planning, from the University of Pennsylvania. With her expertise in historic preservation consulting, education, and project review, Ellis Mumford-Russell brings a wealth of knowledge and skills suited to various projects. From private consulting to project review at a State Historic Preservation Office, Ellis has honed a comprehensive skill set tailored to project complexities. Her proficiency in guiding projects through the historic tax credit process and implementing the Secretary of the Interior’s Standards demonstrates her adeptness in navigating regulatory frameworks and achieving project objectives while maintaining a client-focused approach. Furthermore, Ellis’s involvement in design guidelines and preservation planning efforts underscores her ability to contribute to the development of effective preservation strategies. As the managing partner at Post Oak Preservation Solutions, LLC, Ellis has exhibited leadership and strategic vision in shaping preservation initiatives. Overall, Ellis’s track record of managing preservation projects successfully, coupled with her dedication to excellence and client satisfaction, positions her as a valuable asset to support various preservation objectives. Her blend of experience, expertise, and collaborative approach ensures her effectiveness in contributing to project success. Ellis has coordinated with Rebecca in order to provide support for survey projects and National Register nominations in Wimberley, Texas; Dripping Springs, Texas; and Bridgeport, Texas. Rachel Alison, Associate STAFF SUPPORT Rachel holds an M.S. in Historic Preservation from Roger Williams University. Rachel has worked in the private and nonprofit sectors of historic preservation and has professional experience on both the development and consulting sides of historic tax credit projects, as well as professional experience with archival research and nominating properties to the National Register of Historic Places. This breadth of experience makes her an effective communicator with all key players at every part of the rehabilitation process and allows her to successfully guide projects from inception to completion. Rachel enjoys creative problem-solving and taking an individualized approach to each project. She is passionate about people-based preservation and believes in the power of historic preservation to bolster vibrant local communities and economies. Rachel has coordinated with Rebecca in order to provide support for survey projects in Dripping Springs, Texas. Additionally, Rachel has written National Register of Historic Places nominations for Valdese Weavers Mill in Valdese, North Carolina and the Famous Barr Warehouse in St. Louis, Missouri. Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 9Post Oak Preservation SolutionsProposal : Spout Spring Historic Context Statement References Ben Barton Facilities Manager, San Antonio Zoo 3903 N St Mary’s Street, San Antonio, TX 78212 ben.barton@sazoo.org PROJECT: Historic Buildings & Structures of the San Antonio Zoo National Register of Historic Places Multiple Property Documentation Form - San Antonio, Texas, 2022-2023 Lauren D. Adkins Long Range/Historic Preservation Planner City of Hot Springs 133 Convention Boulevard, Hot Springs, AR 71901 LAdkins@cityhs.net (501) 621-5520 - Desk (501) 762-5173 - Mobile PROJECT: Pleasant Street National Register Historic District Resurvey - Hot Springs, Arkansas, 2023-2024 Lane Murphy 2nd and Clay LLC Lane_Murphy@baylor.edu PROJECT: St. James United Methodist Church National Register of Historic Places Nomination - Waco, Texas, 2017-2019 Josette Ayres Chair, Board of Directors, Quinn Campus Incorporated 1020 Elm Ave, Suite F, Waco, TX 76704 quinninc@qciwaco.com (254) 717-1562 PROJECT: William Decker Johnson Hall National Register of Historic Places Nomination - Waco, Texas, 2023-2024 Carr S. Hornbuckle, AIA, LEED AP Senior Associate, RVK Architecture 2002 N St Mary’s Street, San Antonio, TX 78212 carr.hornbuckle@rvkarchitecture.com (210) 394-8408 PROJECT: Dunbar School Home Economics Building Preservation Plan - San Marcos, Texas, 2022-2023 Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 10Post Oak Preservation SolutionsProposal : Spout Spring Historic Context Statement Rebecca Wallisch Project Manager Megan Warley McDonald Staff Lead III: MANAGEMENT APPROACH Ellis Mumford-Russell, Rachel Alison Data Analysis/Staff Support Post Oak is well-prepared to undertake the preparation of a historic context statement for Spout Springs. Our management approach includes thoughtful project staffing coordination, schedule management, cost control, communication strategies, quality assurance, resource allocation, and proactive issue resolution. Project Staffing and Coordination The project will be managed by Rebecca Wallisch, and it will be supported by Megan Warley McDonald as staff lead. Ellis Mumford-Russell and Rachel Alison will assist with data analysis and writing support. City of Fayetteville Staff will assist Post Oak as needed and review all work products. Project staff are based in El Paso and Austin, Texas, and Kansas City, Missouri, and work virtually. Rebecca Wallisch and Megan Warley McDonald will serve as staff liaisons for site visits to Fayetteville. We are confident that our experienced team has the capacity to create a successful product within the budget and proposed schedule. Rebecca Wallisch, as the project manager, will leverage years of expertise to provide strategic direction and oversee the project’s overall execution. Megan Warley McDonald will support the project with her expertise in coordinating preservation programs and engaging stakeholders, contributing to effective project management. Ellis Mumford-Russell will offer valuable support in preservation consulting and planning, ensuring client-focused approaches are maintained throughout the project. Rachel Alison will provide essential contributions in crafting historic context statements and conducting archival research, facilitating effective communication and problem-solving. Post Oak will establish clear communication channels and define roles and responsibilities during kickoff meetings to ensure effective collaboration among stakeholders. Regular coordination meetings will be scheduled to monitor progress, address challenges, and make necessary adjustments to the project plan. Effective communication is essential, and we will establish open channels with clients, project team members, regulatory authorities, and other stakeholders. Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 11Post Oak Preservation SolutionsProposal : Spout Spring Historic Context Statement Organizational Capacity Post Oak Preservation Solutions has been in business since 2019, with prior firms Ogee, LLC and Ann Benson McGlone, LLC having a combined experience of 15 years in historic preservation consulting. The firm has the capacity to meet the requirements of the RFP. The Company’s mission is to provide Historic Preservation Consulting Services, including architecture, planning and urban design. Post Oak recognizes the importance of adhering to project timelines to meet client expectations and regulatory deadlines. During this project the firm will provide dedicated resources committed to this project in order to meet all established deadlines and milestones. We will develop a detailed project schedule with defined milestones and deliverables. Our team will continuously monitor progress against the established schedule, identifying potential delays early and implementing corrective actions to mitigate risks and ensure timely completion of project phases. Post Oak committed to delivering value to our clients by optimizing project costs without compromising on quality. Our team will develop a comprehensive budget that accounts for all project expenses, including personnel, materials, and any unforeseen contingencies. The firm has worked with many Cities in the past and has never asked to be paid more than the original contract. We have always completed our projects on time and within budget. Commitment to Quality Our team works collaboratively to consistently produce high quality deliverables for our clients. For this project, we will implement robust quality assurance processes to ensure that all deliverables meet the highest standards of accuracy, completeness, and compliance. Quality checkpoints will be established at key stages of the project to review work products, identify any deficiencies, and implement corrective actions as necessary. Despite meticulous planning, unforeseen challenges may arise during the project lifecycle. Post Oak is committed to proactive issue identification and resolution. Our team will maintain a flexible and adaptive approach, promptly addressing any issues or concerns that may impact project progress or deliverables so that the quality of our work is not compromised. We will maintain open lines of communication with the project team to promptly address any concerns and reach resolutions that satisfy all stakeholders. Resource Management Effective resource management is essential for optimizing project outcomes. Post Oak will leverage our expertise and experience to allocate resources efficiently, including human resources, technology, and external services. While our proposed scope of services includes comprehensive research using primary and secondary sources, we acknowledge the potential need for formal transcription of oral histories, which can be accommodated for an additional fee. Furthermore, we offer the flexibility to include digital tasks as add-ons to meet evolving project needs and preferences. State and Federal Grant Guidelines Post Oak staff is familiar with the grant requirements in the Arkansas Historic Preservation Program (AHPP) Certified Local Government Program Grant Agreement, having recently completed a project funded in part by a CLG grant, administered by the AHPP, in 2024. All Post Oak staff members meet or exceed the Secretary of the Interior’s Professional Qualification Standards for Historic Preservation, as described by the National Park Service. Additionally, Rebecca Wallisch and Megan Warley McDonald completed AHPP survey training in 2023. In conclusion, Post Oak is well-prepared to undertake the preparation of a historic context statement for Spout Springs. Our comprehensive management approach encompasses thoughtful project staffing, schedule management, cost control, communication strategies, quality assurance, resource allocation, and proactive issue resolution. Leveraging our collective experience, we are confident in our ability to deliver a successful product within the budget and proposed schedule, ensuring regulatory compliance and meeting client expectations. Our commitment to quality, flexibility, and adherence to state and federal grant guidelines solidifies our position as a trusted partner for this project, dedicated to preserving the rich cultural heritage of Spout Springs for future generations. Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 12Post Oak Preservation SolutionsProposal : Spout Spring Historic Context Statement IV: RELATED PROJECT EXPERIENCE Our team has completed numerous National Register of Historic Places nominations, Determinations of Eligibility, and Historic Resources Surveys. Listed below are a selection of projects completed by Wallisch, Warley McDonald, Alison, and Mumford- Russell. Detailed examples follow on the subsequent pages. NATIONAL REGISTER OF HISTORIC PLACES NOMINATIONS LOCATION STATUS Historic Buildings and Structures of the San Antonio Zoo MPDF San Antonio, TX Listed 2024 American Trust / Holiday Inn Building Wichita Falls, TX Listed 2022 Bridgeport Historic District Bridgeport, TX Waiting to be sent to NPS Bryan Federal Building Bryan, TX Listed 2023 Carr-Bartles Mill Bartlesville, OK Listed 2022 Casa de Dios San Antonio, TX Waiting to be sent to NPS CB&Q Freight Depot Atchison, KS Listed 2023 City of Houston Fire Station #3 Houston, TX Listed 2016 Cocoa Junior High School Cocoa, FL Listed 2019 Famous-Barr Warehouse St Louis, MO Listed 2023 First Wichita National Bank Wichita Falls, TX Listed 2023 Garland Bank and Trust Building Garland, TX Listed 2023 Garland Elementary Little Rock, AR Listed 2018 Georgetown Historic District Sanford, FL Listed 2020 Highway Park Cemetery Lake Placid, FL Listed 2020 Hugo & Schmeltzer Company Warehouse San Antonio, TX Listed 2024 Immaculate Heart of Mary Seminary Santa Fe, NM Listed 2024 Indiana Avenue Historic District Wichita Falls, TX Listed 2022 Interstate Bakeries Corporation Headquarters Kansas City, MO Listed 2015 Kansas City Star Building Kansas City, MO Listed 2019 Kilburn Mill New Bedford, MA in review @ SHPO Longview National Bank Longview, TX Listed 2023 Miami Black Police Precinct and Courthouse Miami, FL Listed 2020 Montgomery County Hospital Conroe, TX Listed 2024 Mount Vernon Downtown Historic District Mount Vernon, TX Listed 2018 Plaza Towers Kansas City, MO Listed 2016 Roosevelt Hotel San Angelo, TX Listed 2018 Sinclair Service Station Weeki Wachee, FL Listed 2020 State Highway 16, Brazos River Bridge Segment Palo Pinto County, TX Listed 2015 St James United Methodist Church Waco, TX Listed 2018 Taylor High School Campus Taylor, TX Listed 2018 Travis School and Cafetorium Abilene, TX Listed 2023 Valdese Weavers Mill Valdese, NC Listed 2023 Weakley-Watson Building Brownwood, TX Listed 2020 Weeki Wachee Springs State Park Weeki Wachee, FL Listed 2020 William Decker Johnson Hall Waco, TX In review @ SHPO Wimberley Downtown Square Historic District Wimberley, TX Waiting to be sent to NPS Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 13Post Oak Preservation SolutionsProposal : Spout Spring Historic Context Statement HISTORIC RESOURCES SURVEYS OCTIO TE T&30-*&)R.,-<&>R9&9*<.)*R:7;*>9&9*<.)*R*=&8 C T7.),*5479RU422*7(.&1R.8947.(RV.897.(9 T7.),*5479 ,R#C C Y&89R48*)&1*R97**9R+742R.11*7RS;*3:*R94RRC 479R"479-,R#C E RHIR+742RRR94RROIR.8947.(R*84:7(*8R:7;*>U43;*78*,R#C E RCOR+742RRICR94RRI 479RT*3)RU4:39>,R#C C REER+742RRE R94RRCO (*33&3R R&118 U4:39.*8 ,R#C C RHIR742R R2.1*8R<*89R4+RU4:39>R4&)R U RHR94R HR2.1* 84:9-R4+RUR "&7)RU4:39>,R#C C RHEHRRCOR94RT V U411.3RU4:39>,R#C O ROR+742R R.,-<&>RCO R94R9&9*R.,-<&>R R 7&;.8RU4:39>,R#C O ,RC C ROR RCO R94RR RR&3)RS))*3):2 7&;.8RU4:39>,R#C O &1;*8943R*77>R&70.3,R&7&,*,RRR&9R&1;*8943R*77>R&3).3,&1;*8943RU4:39>,R#C C &9*8;.11*RV4<394<3R.8947.(RV.897.(9 &9*8;.11*,R#C C 4;*732*39R.11R3*.,-’47-44)&3RS3943.4 ,R#C O RU433*(9R+742R$&3)*11RV7.;*R94R445RHR U*8&7RU-&;*8RT47)*7 .,-<&>Y1R&84 ,R#C R7**3;.11*R+742RRCICER94RRE :39RU4:39>,R#C CC HR+742R479-R4+RYR33*7R445R94R4:9-R4+RRE ".11.&2843RU4:39>,R#C C 39*38.;*R.8947.(R*8*&7(-R&3)R:7;*>R*5479 ,R49*39.&1 1&;*7**)2*3 '8RU*2*9*7>,R488*R.3*R7&(98ROR&3)RC 4’*79843RU4:39>,R#C E 39*73&9.43&1RT7.),*R7&)*RU477.)47R TU R+742RRIHR411<&> EOR94RRC .)&1,4RU4:39>,R#C O 4:39R!*7343RV4<394<3R.8947.(RV.897.(9 4:39R!*7343 ,R#C 8>89*2R7:88RT7.),*R9:)>9&9*<.)*R*=&8 C 1)R.9?-:,-R4&)V7.55.3,R57.3,8 ,R#C CE 3 8>89*2R7:88RT7.),*R9:)>9&9*<.)*R*=&8 C 1*&8&39R97**9R&9.43&1R*,.89*7R.8947.(RV.897.(9 49R57.3,8 ,RS C C *5479R+47R.8947.(&1R9:).*8R:7;*>,RRH U440*RU4:39>,R#R 4;*RU4:39>,R C H &3RS3943.4R%44 &3RS3943.4 ,R#C CC RCRV.7*(9RU433*(9478R94R9-*R*=&8R*).(&1RU*39*7RS7*&&77.8RU4:39>,R#C RR&9R488R4&)R&3)R*11&2R4&)R39*78*(9.438 7&;.8RU4:39>,R#C 9&9*R.,-<&>RI 4:.8.&3&R.,-<&>RRT7.),*R&9R&’.3*R.;*7 *&8.’.1.9>R9:)>R&3)R.8947.(RT7.),*R*&2R*5479 *<943RU4:39>,R#R !*7343R&7.8-,RS C O *=&8 01&-42&R&88*3,*7R&.1R9:)>R.8947.(,RS7(-.9*(9:7&1 ,R&3) U:19:7&1R*84:7(*8R*(-3.(&1R9:)>R&3)RVYRU-&59*7 *=&8R R01&-42&C E 4’.3R.11R3*.,-’47-44)&3RS3943.4 ,R#C C RR+742R.58(42’R97**9R94R"*89R&>*8R97**9 T74<3RU4:39>,R#C RHOR+742RRCOOR94RR &(0843 ,R"-&7943 ,R 479RT*3)RU4:39.*8 ,R#C H RHOR+742R4:9-R4+RRC CR94R479-R4+R445RC S3,*1.3&RU4:39>,R#C RCR"*89R+742R R2.1*R<*89R4+RURE R94R R2.1*R<*89R4+R RCHO T4<.*R R*)R.;*7 U4:39.*8 ,R#C CC "*898.)*RU7**08RS1&?3R7&.1R74/*(9R43 &7(-*414,.(&1R9&3).3, 97:(9:7*8R:7;*>&3RS3943.4 ,R#C ".(-.9&RU4:39>R"&9*7R2574;*2*39RV.897.(9R "U"V R4 RCR39*38.;* .8947.(R*84:7(*8R:7;*>".(-.9&RU4:39>,R#C O ".2’*71*>RV4<394<3R6:&7*R.8947.(RV.897.(9 ".2’*71*>,R#C CC Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 14Post Oak Preservation SolutionsProposal : Spout Spring Historic Context Statement Historic Buildings & Structures of the San Antonio Zoo National Register of Historic Places Multiple Property Documentation Form SAN ANTONIO, TEXAS Post Oak was engaged by the San Antonio Zoological Society to complete documentation of historic buildings and structures within the Zoo to promote the preservation of historic resources while allowing the Zoo the flexibility to adapt to modern standards for animal keeping. Due to the changing knowledge of animal welfare, many of the historically significant animal enclosures and exhibits within the Zoo no longer meet the standards for adequate animal enclosures. Rebecca Wallisch coordinated with interested parties, including management at the San Antonio Zoo, the City of San Antonio, and the Texas Historical Commission, on the approach to nominating significant buildings and structures within the San Antonio Zoo. In collaboration with stakeholders, Post Oak determined that an MPDF would streamline the documentation and preservation of historic buildings and structures while accommodating the changing needs of the animals, visitors, and management at the Zoo. Ms. Wallisch then conducted on-site field investigations, on-line and archival research, and compiled the relevant source materials into historic contexts associated with the development of zoos in the U.S. in the twentieth century and the evolution of the San Antonio Zoo. Ms. Wallisch identified distinct property types and registration requirements to create a comprehensive yet streamlined approach for the Zoo to preserve and adapt their historic buildings and structures. In addition to the MPDF, Post Oak also submitted an individual listing for the Monkey House/Commissary building (seen in the images to the right) with the MPDF cover document. Both the MPDF and the Monkey House NR were listed in March 2024. This project exemplifies Post Oak’s proficiency in coordinating with stakeholders to nominate significant historic buildings and structures for preservation, an essential aspect of the RFP’s objective to identify and protect historic resources in the Spout Spring neighborhood. Furthermore, the project underscores Post Oak’s adeptness in developing streamlined documentation strategies, akin to the proposed historic context statement, emphasizing the firm’s capability to meet the RFP’s goal of creating a comprehensive yet accessible resource for historic preservation efforts. CLIENT: San Antonio Zoological Society SERVICES: Historic Resources Survey; Multiple Property Documentation Form; Individual National Register Nomination for select building TIMEFRAME: Survey completed 2022; MPDF and NR listed March 2024 Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 15Post Oak Preservation SolutionsProposal : Spout Spring Historic Context Statement Above: Survey Map of the Zoo; Below: Images of the Zoo Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 16Post Oak Preservation SolutionsProposal : Spout Spring Historic Context Statement Pleasant Street National Register Historic District Resurvey HOT SPRINGS, ARKANSAS Post Oak was contracted by the City of Hot Springs, Arkansas to complete a resurvey of the Pleasant Street National Register Historic District (2003). Located on the west side of Hot Springs, Arkansas, Pleasant Street is a primarily residential district with a small commercial section. The district is the most intact contiguous area in Hot Springs associated with the city’s Black community. The Pleasant Street Historic District was also previously surveyed in 2015, however, recent changes to the area, including the demolition of several historic buildings and structures, necessitated a re-survey of the district to identify the current strengths and needs of the district. Rebecca Wallisch and Megan Warley McDonald completed a re-survey of all properties within the NRHP-listed district, provided updated AHPP survey forms, and compiled the data into an inventory table and Historic Resources Survey Report (HRSR). In order to deepen Post Oak’s understanding of the Pleasant Street neighborhood, oral histories were conducted by Ms. Wallisch and Ms. Warley McDonald. Post Oak also included recommendations for future work to strengthen the district and continue its longstanding significance to Hot Springs history. The results of the survey and HRSR recommended amending the National Register nomination, extending to the period of significance to 1974, expanding the historic context to incorporate the post-war significance of the district, including Civil Rights activities and significant Green Book sites, and reevaluation of resources previously deemed non-contributing due to age or physical integrity. Post Oak presented the results of the HRSR to the Hot Springs Historic District Commission. This project demonstrates Post Oak’s expertise in conducting thorough surveys of historic districts, directly relevant to the goals outlined in the Spout Spring RFP. Led by Ms. Wallisch and Ms. Warley McDonald, the firm conducted a re-survey of the Pleasant Street National Register Historic District in Hot Springs, Arkansas, pinpointing its current strengths and needs. Post Oak’s work aligns with the Spout Spring RFP’s aim of crafting a historic context statement. Furthermore, Post Oak’s recommendations for enhancing the district and expanding its historical context underscore our commitment to bolstering preservation efforts, echoing the objectives of the Spout Spring RFP. CLIENT: City of Hot Springs SERVICES: Reconnaissance-Level Historic Resources Resurvey & Inventory Update; Survey Report/Historic Context TIMEFRAME: Survey completed 2023; Survey Report Submitted to Arkansas Historic Preservation Program March 2024 Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 17Post Oak Preservation SolutionsProposal : Spout Spring Historic Context Statement William Decker Johnson Hall National Register of Historic Places Nomination WACO, TEXAS Post Oak was contracted by Quinn Campus, Inc., a nonprofit dedicated to preserving the history of the former Paul Quinn College campus in Waco and repurposing the site for community use, to complete a National Register nomination for William Decker Johnson Hall (Johnson Hall). Paul Quinn College is the oldest liberal arts focused Historically Black College and University (HBCU) in Texas, established in the 1870s. During the Reconstruction era, formerly enslaved and free Black citizens across the country made education and literacy their primary goal in the pursuit of freedom, self-determination, and empowerment, and Black Texans led the movement towards expanding opportunities for higher education in the state. Johnson Hall was constructed on the campus in the 1920s during a period of the college’s growth. Designed by celebrated Black architect William Sidney Pittman, the classically inspired, three-story, brick building housed a variety of functions over the years including the girls and boys dormitory, library, classrooms, chapel, dining room, and administration. Johnson Hall is a testament to the drive and perseverance of the Black community of Waco in their pursuit to expand access to higher education, and the building was nominated to the National Register of Historic Places under Criterion A for Education and Ethnic History (Black). Rebecca Wallisch completed a site visit, documented the building, conducted on-site archival and background research, and co-authored the National Register nomination of the building. Megan Warley McDonald conducted additional desktop and archival research and co-authored the nomination. Additionally, oral history interviews were conducted with former students and staff members to further enrich the nomination. The national register nomination for William Decker Johnson was approved by the Texas Historical Commission (THC) and is on the agenda for the May 2024 State Board of Review meeting (SBR). Post Oak’s nomination of William Decker Johnson Hall for the National Register illustrates our expertise in documenting historically significant properties associated with Black history. Led by Ms. Wallisch and Ms. McDonald, the site visits, archival research, oral history collection, and nomination co-authorship align with the goals of the RFP by demonstrating the firm’s ability to craft historic context statements. CLIENT: Quinn Campus Incorporated SERVICES: National Register of Historic Places Nomination TIMEFRAME: Nation Register nomination Submitted to THC September 2023; NR will be presented at the May 2024 SBR Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 18Post Oak Preservation SolutionsProposal : Spout Spring Historic Context Statement V: SCOPE OF SERVICES Post Oak brings a distinct competitive advantage to this project, founded on our extensive expertise in historic preservation, architectural history, and cultural resource management, as well as a focus on community engagement. Our team’s collective experience spans a diverse range of projects, from individual property nominations to comprehensive historic context statements. We have spent years studying historic districts and sites, helping them envision futures in which they are preserved, restored, regenerated, revitalized or expanded. We have done this by engaging in meaningful dialogue with city staff, leaders, and community members; studying and analyzing sites and communities; thoroughly documenting resources; and preparing reports that are based on the specific character of the place. Our work is grounded in thorough archival research before embarking on careful analysis of the existing conditions in the context area. One key aspect of our approach is our emphasis on meaningful stakeholder engagement. We understand the importance of involving the community in the preservation process, particularly in neighborhoods with rich cultural histories like Spout Spring. Through our past projects, we have implemented innovative strategies to facilitate citizen involvement and participation, ensuring that diverse voices are heard and valued throughout the process. This inclusive approach not only enriches the historic context statement but also fosters a sense of ownership and pride within the community. Moreover, we have a proven ability to navigate unique challenges that may arise during the preservation process. For example, in a project similar to the one proposed for Spout Spring, we encountered challenges related to balancing preservation efforts with the evolving needs of modern communities. Through strategic planning and collaboration with stakeholders, we successfully addressed these challenges by developing flexible preservation strategies that honor the past while accommodating present-day realities. In addition to our technical expertise, Post Oak offers value-added services and benefits that prioritize collaboration, transparency, and community engagement. We facilitate open communication channels with the City and other stakeholders, ensuring that their input is incorporated into every stage of the project. Our commitment to delivering tailored solutions and responsive support sets us apart, fostering strong partnerships built on trust and mutual respect. Overall, Post Oak’s competitive advantage lies in our ability to deliver comprehensive, high-quality services that not only meet the City’s needs but also exceed expectations. By leveraging our expertise, innovative approaches, and collaborative ethos, we are poised to provide exceptional value and lasting benefits to the City of Fayetteville, preserving its rich heritage for future generations. Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 19Post Oak Preservation SolutionsProposal : Spout Spring Historic Context Statement Scope of Services Our proposed scope of services involves the development of a Historic Context Statement. Post Oak’s work follows guidelines set by the National Park Service and the Arkansas Historic Preservation Program. Post Oak views oral history as an essential component in the preparation of a thorough and comprehensive history of the Spout Spring neighborhood. As a result, Post Oak proposes a phased approach to the preparation of the context to ensure a quality product worthy of the subject matter. PHASE 1 TASK 1: Kick-Off & Coordination with Staff and Stakeholders Ellis Mumford Russell, Rebecca Wallisch, Megan Warley McDonald Target Completion: August 15, 2024 Post Oak Project Manager Rebecca Wallisch and founding partner Ellis Mumford-Russell will virtually meet with City of Fayetteville staff and other identified stakeholders, including the Black Heritage Preservation Commission and others identified by City Staff, to coordinate project scope, communication approach, and project schedule. Deliverables and project approach will be clearly outlined in a memo for staff records. Regular meetings with City staff may be scheduled through the project. Post Oak will request appropriate templates and guidelines from AHPP to ensure compliance throughout the project. Post Oak proposes consolidating all proposed kickoff meetings into a single session to optimize efficiency and avoid redundancy. This approach will allow us to streamline discussions, maximize productivity, and ensure that all stakeholders receive consistent and comprehensive information without unnecessary duplication. In consultation with stakeholders, Post Oak will determine the time/location for the first public neighborhood meeting, which Post Oak will attend virtually. During this meeting, Post Oak will outline the project approach, communication strategy, and next steps. TASK 2: Preliminary Research; Community Outreach Rebecca Wallisch, Megan Warley McDonald, Rachel Alison Target Completion: September 16, 2024 Task 2A: Desktop Research and On-site Research Plan To understand the context and development history of the Spout Springs neighborhood, we will examine archival materials, including but not limited to, the city directories, historic maps, newspapers (including African American publications), Green Book travel guides, aerial photography, and census data. Post Oak will also review materials at local repositories (including the University of Arkansas Special Collections Library and the Shiloh Museum), contact local historians, librarians, and archivists, and create a plan for on-site research. Task 2B: Oral History Preparation In consultation with project stakeholders, Post Oak will create a comprehensive strategy for community involvement, prepare a preliminary list of potential oral history interviewees, and reach out to them to coordinate oral history interviews. Task 2C: Digital Content In collaboration with City staff, Post Oak will assist in designing collateral materials including web and digital resources in support of the project. During this task, web content will be limited to text and images outlining the proposed project and notifying members of the public of upcoming on-site events, and soliciting public participation. This baseline cost assumes that web content is limited to text and images. Interactive content, lesson plans, video, or other digital content may be negotiated as an add-on service. Task 2D: First Public Meeting (Virtual) Post Oak staff will host a virtual public meeting and prepare a PowerPoint presentation outlining the project, its goals, and solicit feedback from the public. Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 20Post Oak Preservation SolutionsProposal : Spout Spring Historic Context Statement TASK 3: On-site Research, Oral History, Public Involvement Rebecca Wallisch, Megan Warley McDonald Target Completion: October, 2, 2024 3A: On-site Research Post Oak will conduct on-site research at local repositories based on the preliminary research plan outlined during Task 2. 3B: Oral History Interviews Post Oak will coordinate with the City and the Black Heritage Preservation Commission to arrange for the completion of on-site oral history interviews (up to 4, additional interviews may be negotiated as add-on services). Post Oak will meet with interviewees that were identified during Task 2 for pre-arranged oral history interviews. 3C: Second Public Meeting In collaboration with City staff and stakeholders, Post Oak will also conduct an in-person public meeting to solicit informal information from local residents, provide a project update, answer questions, receive input on the neighborhood’s current challenges and needs, and solicit suggestions for ongoing preservation work to strengthen the neighborhood. TASK 4: Oral History Transcription Rebecca Wallisch, Megan Warley McDonald Target Completion: November 22, 2024 This cost proposal includes up to FOUR formal oral history interviews, additional oral histories may be negotiated as add on services. Whether indexing or archival transcriptions are selected, Post Oak will provide audio files of all oral histories to the City. To ensure the long-term, archival preservation of any oral histories collected, Post Oak will submit the audio files to the Institute of Oral History at Baylor University in Waco, Texas (assuming permission from the interview subject). The Oral History Institute at Baylor is nationally respected in the field of oral history, and has made thousands of oral histories readily accessible to researchers through transcription and digital access. Oral history interviews donated to Baylor will be transcribed and made digitally available, a process that typically takes up to one year, although actual times may vary based on staff availability. Option 1: Indexing (Recommended) For the indexing fee, Post Oak will create an index that outlines the subject matter and significant themes covered in each oral history interview to help guide future researchers. Option 2: Archival Transcription If the City desires a formal transcript of oral histories in a shorter time frame than provided by Baylor’s Institute of Oral History, Post Oak staff can produce oral history transcripts that meet oral history standards and best practices for an additional cost. PHASE 2 TASK 5: Draft Historic Context to City, AHPP, BHPC Rebecca Wallisch, Megan Warley McDonald Target Completion: February 24, 2025 Post Oak will compile the data and research conducted on the Spout Spring neighborhood during Phase 1 of the project. Post Oak will consolidate the research and oral histories into a comprehensive Historic Context Statement during Phase 2 of the project. Post Oak will submit the first Draft Historic Context Statement to the City, AHPP, and the Black Heritage Preservation Commission (BHPC) for concurrent review. Post Oak proposes consolidating the City and AHPP reviews outlined separately in the RFP to streamline the process and avoid delays in project completion. Post Oak will schedule Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 21Post Oak Preservation SolutionsProposal : Spout Spring Historic Context Statement a virtual meeting between the City, AHPP, and BHPC to discuss the Draft Historic Context Statement and stakeholder feedback. TASK 6: Final Historic Context to City, AHPP, BHPC Rebecca Wallisch, Megan Warley McDonald Target Completion: April 19, 2025 Post Oak will edit the Draft Historic Context Statement based on feedback from the City, AHPP, and BHPC. Post Oak will submit the final draft historic context (in digital format) to all parties. TASK 7: Final Invoice to City Ellis Mumford-Russell Target Completion: June 1, 2025 Post Oak will submit our final invoice to the City of Fayetteville by June 1, 2025. Coordination with the City For the successful completion of a Historic Context Statement, Post Oak will require the following types of information, data, and assistance from the City: 1. Historic Documentation and Property Information: Access to existing records, archives, and documentation related to the historic properties and neighborhoods, including any previous survey reports, historic context statements, and National Register nominations. 2. Geographic and Spatial Data: GIS data, maps, and other spatial information delineating the boundaries of the historic properties or districts, as well as their relationship to surrounding areas and neighborhoods. 3. Stakeholder Engagement: Facilitation of communication and collaboration with relevant stakeholders, including property owners, local preservation organizations, community members, and regulatory agencies. 4. Feedback and Input: Opportunities for feedback and input from the City and other stakeholders throughout the project lifecycle, including review meetings, presentations, and consultations to ensure alignment with project goals and objectives. By providing comprehensive information, data, and assistance in these areas, the City can contribute significantly to the success and efficacy of the project, facilitating the accurate documentation and preservation of its historic resources. Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 22Post Oak Preservation SolutionsProposal : Spout Spring Historic Context Statement VI: PROJECT SCHEDULE PHASE 1 TASK 1. Project Kick-off A. Initial Planning Meeting with City Staff and Stakeholders TASK 2. Preliminary Research Review; Identification of Community Contacts A. Desktop Research and On-site Research Plan B. Oral History Preparation C. Digital Content D. First Public Meeting (Virtual) TASK 3. On-site Research, Oral History, Public Involvement A. On-site research at local repositories B. Conduct up to four oral history interviews C. 2nd Public Meeting (In-Person) TASK 4. Oral History Indexing or Transcription A. Oral History Indexing PHASE 2 TASK 5: Draft Historic Context to City, AHPP, BHPC A. Submit First Draft Historic Context Statement for concurrent review B. Arrange virtual meeting with stakeholders to discuss any competing/conflicting edits to First Draft reviews TASK 6: Final Historic Context to City, AHPP, BHPC A. Submit Final Draft Historic Context Statement TASK 7: AHPP Invoice Deadline A. Submit Final Invoice MONTH:Au g u s t 2 0 2 4 Se p t e m b e r 2 0 2 4 Oc t o b e r 2 0 2 4 No v e m b e r 2 0 2 4 De c e m b e r 2 0 2 4 Ja n u a r y 2 0 2 5 Fe b r u a r y 2 0 2 5 Ma r c h 2 0 2 5 Ap r i l 2 0 2 5 Ma y 2 0 2 5 Ju n e 2 0 2 5 Task 1: Initial Planning Meeting Task 2: Desktop Research and On-site Research Plan Task 2: Oral History Preparation Task 2: Digital Content Task 2: First Public Meeting (Virtual) Task 3: On-site research at local repositories Task 3: Conduct up to four oral history interviews Task 3: 2nd Public Meeting (In-Person) Task 4: Oral History Indexing Task 5: Submit First Draft Historic Context Statement Task 5: Virtual meeting with stakeholders to discuss edits Task 6: Submit Final Draft Historic Context Statement Task 7: Submit Final Invoice Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 23Post Oak Preservation SolutionsProposal : Spout Spring Historic Context Statement VII: PROJECT BUDGET Phase I Task 1: Project Kickoff $ 800 Task 2A: Desktop Research and On-site Research Plan $ 1,200 Task 2B: Oral History Preparation $ 1,000 Task 2C: Digital Content $ 500 Task 2D: 1st Public Meeting $ 600 Task 3A: On-site Research $ 3,400 Task 3B: Oral History Interviews $ 2,000 Task 3C: 2nd Public Meeting $ 800 Task 4: Oral History Indexing (up to 4 interviews) $ 500 Travel/Materials Costs $ 2,600 Phase I Subtotal $ 14,700 ____________________________________________________________________ Phase II Task 5: Submission of Draft 1 Historic Context Statement $ 5,800 Task 6: Submission of Final Historic Context Statement $ 1,200 Task 7: Final invoicing --------------- Phase II Subtotal $ 7,000 ____________________________________________________________________ Total Professional Fee (Phase I and II) $ 21,700 ____________________________________________________________________ Optional add-on: Archival Oral History Transcription $ 1,800 by Post Oak Staff (up to 4 interviews) • Additional Archival Transciption $ 450 per interview Optional add-on: Additional Oral History Interviews $ 600 per interview Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l Appendices Resumes, City Forms Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 25Post Oak Preservation SolutionsProposal : Spout Spring Historic Context Statement REBECCA WALLISCH SENIOR ARCHITECTURAL HISTORIAN Rebecca has extensive experience performing windshield-, intensive- and reconnaissance-level historical, architectural, and cultural resource management investigations. This includes conducting fieldwork, research, and surveys; identifying and documenting cultural resources; and developing historic contexts, National Register of Historic Places nominations, and HABS/HAER-level documentation. Rebecca has conducted dozens of historic resources surveys in Arkansas, Oregon, Oklahoma, and throughout Texas in rural, urban, and suburban environments. To Post Oak, Rebecca brings a passion for historical research and telling the whole story of our shared cultural heritage. PROFESSIONAL EXPERIENCE Post Oak Preservation Solutions, LLC Austin, TX Senior Architectural Historian 2022-present Blanton & Associates, Inc Austin, TX Architectural Historian / Historian 2012-2022 ENTRIX, Inc Seattle, WA Staff Historian / Cultural Resources Project Coordinator 2008-2010 SELECTED PROJECTS Immaculate Heart of Mary Seminary, Santa Fe, New Mexico - NR/HTC Wimberley Square National Register Historic District, Local Historic District, Inaugural Preservation Ordinance, & Design Guidelines, Wimberley, Texas Historic Buildings and Structures of the San Antonio Zoo MPDF, San Antonio, Texas - NR/HTC Pleasant Street National Register Historic District Resurvey, Hot Springs, Arkansas - Historic Resources Survey Casa De Dios, San Antonio, Texas - NR Deep Eddy Cabaret, Austin, Texas - Local Landmark Application EDUCATION University of Texas Master of Science in Historic Preservation Scripps College Bachelor of Arts in European Studies with a minor in History rebecca@postoakpreservation.com 512.766.7042 PUBLICATIONS Handbook of Texas The Great Southwest Industrial Park, Arlington, TX Six Flags Over Texas (Revision Author), Arlington, TX PRESENTATIONS Texas Real Places Preservation Conference Hidden Histories: The Importance of Documenting and Preserving Overlooked Properties, 2024 Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 26Post Oak Preservation SolutionsProposal : Spout Spring Historic Context Statement MEGAN WARLEY MCDONALD ARCHITECTURAL HISTORIAN Megan McDonald is a seasoned professional with extensive experience in both Historic Preservation and Public History. During her tenure at the Florida State Historic Preservation Office, she managed the Certified Local Government program and contributed to the National Register program. Megan provided comprehensive training to historic preservation commissions statewide, covering Design Review, Historic Resource Surveys, and National Register Criteria for Evaluation. Additionally, she researched and authored National Register nominations, overseeing the process from initial fieldwork to final review. With a background in Public History, Megan’s work in museums, archives, and oral history initiatives furthered her research skills and narrative abilities. Passionate about preserving the historic resources of underrepresented communities, Megan excels in crafting cohesive historical narratives and advocating for the adaptive reuse of historic buildings. PROFESSIONAL EXPERIENCE Post Oak Preservation Solutions, LLC El Paso, TX Architectural Historian 2023-present U.S. Army Military Police Corps Fort Leonard Wood, MO Regimental Museum Museum Specialist 2020-2022 Florida Division of Historical Resources Tallahassee, FL Historic Preservationist 2018-2020 Georgia State University Atlanta, GA Graduate Research Assistant 2014-2017 SELECTED PROJECTS Holland Hotel, Alpine, Texas - NR/HTC Hotel Limpia, Fort Davis, Texas, - NR/HTC Bridgeport Historic District, Bridgeport, Texas - NR Pittsburgh Plate Glass Warehouse, Lubbock, Texas - NR Etter Apartments, San Antonio, Texas (San Antonio Downtown and River Walk Historic District Boundary Increase) - NR/HTC Pleasant Street National Register Historic District Resurvey, Hot Springs, Arkansas - Historic Resources Survey EDUCATION Georgia State University Master’s Degree in Heritage Preservation Master’s Degree in U.S. History Penn State University Bachelor’s Degree in Psychology, Rehabilitation and Human Services megan@postoakpreservation.com 814.397.2359 AWARDS Department of the Army Civilian Service Commendation Medal, 2022 Military Police Corps Regimental Association (MPRA) Friend of the Regiment Award, 2022 Immediate Impact Award: Florida Secretary of State Sunshine Awards, 2018 Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 27Post Oak Preservation SolutionsProposal : Spout Spring Historic Context Statement ELLIS MUMFORD-RUSSELL PARTNER Ellis’s professional experience includes private historic preservation consulting, preservation education, project review at a State Historic Preservation Office, and architectural salvage. Ellis guides projects through the historic tax credit process and strategically implements the Secretary of the Interior’s Standards. She employs a client-focused, collaborative approach to ensure that not only are the NPS reviewers happy, but the client meets their goals as well. Through attention to detail and creative problem-solving, Ellis has seen dozens of projects through to Part 3 certification. In addition to wrangling historic tax credit projects, Ellis has her hands in design guidelines and other preservation planning efforts. She serves as the managing partner at Post Oak. PROFESSIONAL EXPERIENCE The University of Texas at Austin Austin, TX Adjunct Faculty 2024-present Post Oak Preservation Solutions, LLC Austin, TX Founding Partner 2019-present Ogee, LLC Austin, TX Founding Partner 2015-2019 Rosin Preservation Kansas City, MO Historic Preservation Specialist 2014-2015 New Jersey Historic Preservation Office Trenton, NJ Historic Preservation Assistant 2013-2014 River City Society for Historic Preservation Mason City, IA Research & Organizational Assistant 2010-2011 SELECTED PROJECTS Billy Mitchell Village, San Antonio, Texas - NR/HTC Immaculate Heart of Mary Seminary, Santa Fe, New Mexico - NR/HTC Wimberley Square National Register Historic District, Local Historic District, Inaugural Preservation Ordinance, & Design Guidelines, Wimberley, Texas Longview National Bank, Longview, Texas - NR/HTC El Paso Natural Gas Company Building El Paso, Texas - HTC Evans School, Denver, Colorado - HTC EDUCATION University of Pennsylvania Master of Science in Historic Preservation University of Iowa Bachelor of Arts in Art & Art History ellis@postoakpreservation.com 832.919.6433 LEADERSHIP Preservation Austin Chair, Inherit Austin, 2015-2018 PUBLICATIONS World Monuments Fund The Walled City of Famagusta: A Com- pendium of Preservation Studies, 2008- 2012 Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l 28Post Oak Preservation SolutionsProposal : Spout Spring Historic Context Statement RACHEL ALISON ASSOCIATE Rachel has worked in the private and nonprofit sectors of historic preservation and has professional experience on both the development and consulting sides of historic tax credit projects, as well as professional experience with archival research and nominating properties to the National Register of Historic Places. This breadth of experience makes her an effective communicator with all key players at every part of the rehabilitation process and allows her to successfully guide projects from inception to completion. Rachel enjoys creative problem-solving and taking an individualized approach to each project. She is passionate about people-based preservation and believes in the power of historic preservation to bolster vibrant local communities and economies. PROFESSIONAL EXPERIENCE Post Oak Preservation Solutions, LLC Kansas City, MO Associate 2022-present Rosin Preservation Kansas City, MO Historic Preservation Specialist 2022 WHALE (Waterfront Historic Area League) New Bedford, MA Project Manager 2017-2022 SELECTED PROJECTS Capitol Theater, New Bedford, Massachusetts - Federal and State HTCs Zeiterion Theater, New Bedford, Massachusetts - Federal and State HTCs Strand Theater, New Bedford, Massachusetts - State HTCs Valdese Weavers, Inc. Mill. Valdese, North Carolina - NRHP Listing Denton Downtown Master Plan, Denton, Texas - Historic Preservation Plan EDUCATION Roger Williams University Master of Science in Historic Preservation Iowa State University Bachelor of Arts in History rachel@postoakpreservation.com 210.580.6329 PRESENTATIONS Rhode Island Statewide Historic Preservation Conference Gender Bias in Historic Preservation: Representation in the National Register of Historic Places, 2019 Historic Resources in High-Risk Flood Zones: Practical Lessons from a Newport Case Study, 2018 Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l City of Fayetteville, AR RFP 24-02, Historic Context Statement Page 18 of 20 City of Fayetteville RFP 24-02, Historic Context Statement SECTION C: Signature Submittal 1. DISCLOSURE INFORMATION Proposer must disclose any possible conflict of interest with the City of Fayetteville, including, but not limited to, any relationship with any City of Fayetteville employee. Proposer response must disclose if a known relationship exists between any principal or employee of your firm and any City of Fayetteville employee or elected City of Fayetteville official. If, to your knowledge, no relationship exists, this should also be stated in your response. Failure to disclose such a relationship may result in cancellation of a purchase and/or contract as a result of your response. This form must be completed and returned in order for your bid/proposal to be eligible for consideration. PLEASE CHECK ONE OF THE FOLLOWING TWO OPTIONS, AS IT APPROPRIATELY APPLIES TO YOUR FIRM: ___________1) NO KNOWN RELATIONSHIP EXISTS ___________2) RELATIONSHIP EXISTS (Please explain): __________________________________ _______________________________________________________________________________ _______________________________________________________________________________ I certify that; as an officer of this organization, or per the attached letter of authorization, am duly authorized to certify the information provided herein is accurate and true; and my organization shall comply with all State and Federal Equal Opportunity and Non-Discrimination requirements and conditions of employment. Pursuant Arkansas Code Annotated §25-1-503, the Contractor agrees and certifies that they do not currently boycott Israel and will not boycott Israel during any time in which they are entering into, or while in contract, with any public entity as defined in §25-1-503. If at any time during contract the contractor decides to boycott Israel, the contractor must notify the contracted public entity in writing. Pursuant Arkansas Code Annotated §25-1-1002, the Contractor agrees and certifies that they do not currently boycott Energy, Fossil Fuel, Firearms, and Ammunition Industries during any time in which they are entering into, or while in contract, with any public entity as defined in §25-1-1002. If at any time during the contract the contractor decides to boycott Energy, Fossil Fuel, Firearms, and/or Ammunition Industries, the contractor must notify the contracted public entity in writing. 2. PRIMARY CONTACT INFORMATION At the discretion of the City, one or more firms may be asked for more detailed information before final ranking of the firms, which may also include oral interviews. NOTE: Each Proposer shall submit to the City a primary contact name, e-mail address, and phone number (preferably a cell phone number) where the City selection committee can call for clarification or interview via telephone. X Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l City of Fayetteville, AR RFP 24-02, Historic Context Statement Page 19 of 20 Corporate Name of Firm: ____________________________________________________________________ Primary Contact: _____________________________ Title of Primary Contact: __________________________ Phone#1 (cell preferred): _____________________________Phone#2: ________________________________ E-Mail Address: _____________________________________________________________________________ 3.ACKNOWLEDGEMENT OF ADDENDA Acknowledge receipt of addenda for this invitation to bid, request for proposal, or request for qualification by signing and dating below. All addendums are hereby made a part of the bid or RFP documents to the same extent as though it were originally included therein. Proposers/Bidders should indicate their receipt of same in the appropriate blank listed herein. Failure to do so may subject Contractor to disqualification. ADDENDUM NO. SIGNATURE AND PRINTED NAME DATE ACKNOWLEDGED 4.DEBARMENT CERTIFICATION: As an interested party on this project, you are required to provide debarment/suspension certification indicating compliance with the below Federal Executive Order. Certification can be done by completing and signing this form. Federal Executive Order (E.O.) 12549 “Debarment and Suspension“ requires that all contractors receiving individual awards, using federal funds, and all sub-recipients certify that the organization and its principals are not debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded by any Federal department or agency from doing business with the Federal Government. Signature certifies that neither you nor your principal is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any federal department or agency. Questions regarding this form should be directed to the City of Fayetteville Purchasing Division. NAME OF COMPANY: ________________________________________________________________________ PHYSICAL ADDRESS: _________________________________________________________________________ MAILING ADDRESS: _________________________________________________________________________ TAX ID #: ____________________________ AR. SECRETARY OF STATE FILING #: _________________________ Post Oak Preservation Solutions, LLC Ellis Mumford-Russell Partner 832-919-6433 ellis@postoakpreservation.com 1 2 4/15/2024 4/19/2024 Post Oak Preservation Solutions, LLC 2506 Little John Lane Austin, TX 78704 PO Box 12747 San Antonio, TX 78212 84-2188317 Ellis Mumford-Russell Ellis Mumford-Russell Ap p e n d i x C RF P 24 - 0 2 , His t o r i c Co n t e x t Sta t e m e n t Po s t Oa k ' s Pro p o s a l City of Fayetteville, AR RFP 24-02, Historic Context Statement Page 20 of 20 PHONE: __________________________________________ FAX: ____________________________________ E-MAIL: ___________________________________________________________________________________ SIGNATURE: _______________________________________________________________________________ PRINTED NAME: ____________________________________________________________________________ TITLE: ________________________________________ DATE: ______________________________________ END OF RFP DOCUMENT Type text here832-919-6433 ellis@postoakpreservation.com Ellis Mumford-Russell Partner 4/30/2024 Ap p e n d i x C RF P 2 4 - 0 2 , H i s t o r i c C o n t e x t S t a t e m e n t Po s t O a k ' s P r o p o s a l