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REQUEST FOR QUALIFICATIONS FOR THE IMPACT FEES REVIEW AND UPDATE FOR THE CITY OF WHITEFISH, MONTANA NOTICE TO FINANCIAL/ENGINEERING CONSULTING FIRMS: Notice is hereby given by the City of Whitefish, Montana, that it will receive written statements of qualifications to prepare analysis and a written update to the City’s service area report for the seven different impact fees currently collected, which include the Water, Wastewater, Stormwater, City Hall, Emergency Services Center, Park Maintenance Building, and Paved Trails Impact Fees. Project Description: The City of Whitefish is a small resort town located in Northwest Montana with a population of 7,751 (2020 Census). In 2007, the City adopted and imposed seven impact fees based on two studies prepared for the City including the Impact Fees for Water, Wastewater, and Stormwater Utility Systems report dated July 2007, and the Rate Study for Impact Fees for Paved Trails, Park Maintenance Building, Emergency Services Building and City Hall dated July 2, 2007. After an internal review in 2012, the City contracted with a firm in 2017-2018 to review, study and recommend updates the impact fees. In accordance with Montana Code Annotated 7-6- 1602, the City is required to review and update the impact fee studies every five years. The report must include written analysis required by State law for all seven impact fees that are currently imposed by the City. The City anticipates this study will provide recommendations for the City Council to consider continuing or discontinuing current impact fees. The information from the studies in 2007 and 2018 will be made available to the consulting firm. The consultant shall work with the Finance Director to ensure the plan can be updated or reviewed as needed by City staff in future years. Information to be submitted by prospective firms in their statements of qualifications should include: 1. Firm Qualifications: This section should provide information establishing the firm as an organization which is experienced and competent in implementing, reviewing and/or updating impact fee studies. The firm must be familiar with all applicable Montana law as it relates to impact fees. This section should include a list of similar studies done by the firm. The City also requests one copy of an impact fee study prepared by the firm for a community that is comparable in size to the City of Whitefish. 2. Key Personnel: This section shall include a list of the key personnel in the firm that would be assigned to the proposed project. Please include their backgrounds and their location. Also include a statement regarding any intention to sub-contract any portion of this study out to other firms. 3. Proposed Plan of Study: Please submit a general outline of the proposed plan of study, including information concerning the firm's ability to meet the City's proposed deadline of ---PAGE BREAK--- 2 March 15, 2023, given the firm's workload and time constraints. This section shall also include information on the firm's proposed methods to accomplish the required work. 4. Additional Information: Any additional information that is relevant for City officials to consider in reviewing and comparing the firm's statements of qualifications. The submitted documents shall be limited to ten pages or less, excluding resumes and the single copy of a sample study described above. Closing Date and Address: Four copies and one digital copy of written statements of qualifications clearly identified as “Impact Fees Review and Update” shall be submitted to the City Clerk, City of Whitefish, 418 E. 2nd Street, Whitefish, Montana 59937 on or before 4:00 PM local time on the 19th day of October 2022. Selection Process and Contract Negotiations: All qualification statements submitted will be evaluated by the Consultant Selection Committee determined by the City Council. Three to five qualified candidates will be interviewed by the Committee at which time additional information may be requested. The scope of services and proposed costs will be discussed in more detail during the interview phase. The City’s goal is to have a firm selected and a contract negotiated by November 1, 2022, so that the City Council can consider awarding the project to the firm at the November 7, 2022, City Council meeting. The project is expected begin immediately upon award of the contract. The City of Whitefish reserves the right to select the firm and accept the proposal which the City Council deems is in the best interest of the City and to reject any proposals that the Council deems not to be in the best interest of the City for any reasons. Finance Director, Lanie Gospodarek, can be reached at (406) 863-2405 or [EMAIL REDACTED] regarding questions. Dated: September 30, 2022