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2024 Professional Services RFQ's & RFP's for Town of Morristown
BID #: N/A
DUE: 10/16/2024
VALUE: TBD
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Executive Summary
The Town of Morristown is seeking bids for Concrete Sidewalk Grinding Services for a two-year contract. Bids are due on October 16, 2024, at 10:00 a.m. and must include a bid guarantee of $1,000.00 in the form of a certified check, bid bond, or cashier’s check. Bidders and their subcontractors must be registered pursuant to The Public Works Contractor Registration Act, N.J.S.A. 34:11-56.48, et seq. and a copy of this registration must be submitted.
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Home Government > Bid, RFP, RFQ, Auction & Legal Notices > 2024 Professional Services RFQ's & RFP's for Town of Morristown 2024 Professional Services RFQ's & RFP's for Town of Morristown 2024 RFP for 2025 Part Time ARBORIST Consultation Services.pdf 2024 RFQ for 2025 Traffic Engineer.pdf 2024 RFP for 2025 Grant Consulting Services.pdf 2024 RFP for 2025 Information Technology Consulting & Management Services.pdf .pdf 2024 RFQ for 2025 Appraisal Services-Tax Assessments.pdf 2024 RFQ for 2025 Financial Services-Municipal Auditor.pdf 2024 RFQ for 2025 Financial Services-Financial Analyst.pdf 2024 RFQ for 2025 Legal Services-Bond Counsel.pdf 2024 RFQ for 2025 Legal Services-Conflict Public Defender.pdf 2024 RFQ for 2025 Legal Services-General Legal Services.pdf 2024 RFQ for 2025 Legal Services-Labor Counsel.pdf 2024 RFQ for 2025 Legal Services-Redevelopment Attorney.pdf 2024 RFQ for 2025 Legal Services-Conflict Redevelopment Attorney.pdf 2024 RFQ for 2025 Legal Services-Tax Appeal Attorney.pdf 2024 RFQ for 2025 Legal Services-Public Defender.pdf 2024 RFQ for 2025 On-Call Planner.pdf 2024 RFQ for 2025 Conflict On-Call Planner.pdf 2024 RFQ for 2025 Engineering Services-Consulting Engineer.pdf 2024 RFQ for 2025 Municipal Prosecutor.pdf 2024 RFQ for 2025 Psychological Services to the Bureau's of Police and Fire Protection.pdf LEGAL NOTICE for 2025 Professional Services.pdf LEGAL NOTICE as posted in the Morris County Daily Record on November 7, 2024 LEGAL NOTICE -Part Time Arborist for 2025 Year.pdf LEGAL NOTICE - Town, Planning Board and Board of Adjustment Traffic Engineer for 2025 Year.pdf CONCRETE SIDEWALK GRINDING SERVICES TWO-YEAR_CONTRACT.pdf Sealed Bids will be received by the Business Administrator of the Town of Morristown, in the County of Morris, State of New Jersey, Municipal Building, Room 201, 200 South Street, Morristown, NJ 07960, on October 16, 2024, at 10:00am. Government Mayor's Office Town Council Agendas & Minutes Bid, RFP, RFQ, Auction & Legal Notices Boards & Commissions Budget & Financial Information Elections Ordinances, Town Code, Land Use & Ordinances Pending Codification Revaluation Permits, Licenses & Forms
Document Text
--- Document: 2024 RFP for 2025 Part Time ARBORIST Consultation Services.pdf ---
1
TOWN OF MORRISTOWN
COUNTY OF MORRIS
STATE OF NEW JERSEY
REQUEST FOR PROPOSALS
PART-TIME ARBORIST
CONSULTATION SERVICES
Sealed proposals should be received by the Business Administrator of the Town of Morristown, in
the Town Offices located at 200 South Street, 2nd Floor, Room 239, Morristown, New Jersey 07963-
0914, by no later than 4:00 p.m. on December 3, 2024 for the following:
Requests for Proposals from vendors interested in providing part-time Arborist
Consultation Services for the Town of Morristown.
Successful applicants will be required to comply with the requirements of N.J.S.A. 10:5-31, et seq.
(N.J.A.C. 17-27) (Equal Employment Opportunity) and N.J.S.A. 52:32-44, et seq. (New Jersey
Business Registration) N.J.S.A. 19:44A-20.5 (Business Entity Disclosure) and Local Pay to Play
Ordinance O-2-87.
The right is reserved to reject any or all proposals if it is deemed to be in the best interest of the
Town of Morristown to do so.
All those interested in submitting proposals should review the request for proposals and submit all
documentation requested. The requisite Disclosure Forms are attached hereto.
2
TOWN OF MORRISTOWN
REQUEST FOR PROPOSAL
PART-TIME ARBORIST CONSULTATION SERVICES
PURPOSE OF REQUEST
The Town of Morristown plans to retain an experienced urban forestry consulting firm to facilitate the
management of the Town’s Community Forestry Management Plan. Morristown’s urban forest has an
estimated 3,200 trees of various species within a 2.9 square mile area. It will be the responsibility of the
Consulting Arborist to bring a comprehensive, objective view point to the diagnosis, appraisal and
evaluation of arboricultural issues. Morristown has an active Shade Tree Commission (STC) with whom
the Consulting Arborist will work closely.
The successful candidate will demonstrate qualifications, experience and abilities to perform the scope of
work detailed in this Request for Proposal.
TIME SCHEDULE
The Town will follow the following timetable, which should result in a selection of a firm by October 6,
2023.
Date of Issue
November 13, 2024
Submittal Deadline
December 3, 2024
Vendor Selection and Approval
December 5, 2024
SCOPE OF SERVICES
The successful proposer will be able to provide arborist consultation services on a weekly basis.
The scope of work for the requested services includes, but is not limited to:
1. Part-time Arborist Consultation Services (average of twelve (12) hours per week) for one full
year; and meet all the job requirements and perform the responsibilities contained within the
Scope of Services. Specific days of the week will be selected and agreed upon.
2. Maintain and update Tree Inventory through I-Tree Software program.
3. Assist the STC and Department of Public Works (DPW) management in making inspections and
prioritizing requests for tree service.
4. Prepare bid specifications for tree removal and pruning.
5. Coordinate sidewalk repair:
a. Respond to requests from property owners.
b. Inspect locations and record dimensions of uplifted sidewalk and driveway aprons.
c. Make recommendations on how best to resolve sidewalk/tree issues.
6. Assist STC, Engineering and DPW in developing Tree Maintenance Policies.
3
7. Coordinate Tree Replacement contracts:
a. Identify potential planting locations.
b. Verify planting request from property owners.
c. Select trees at nursery.
d. Supervise tree planting contractors.
e. Write specifications for trees to be planted.
f.
Inspect trees under guarantee; provide feedback to contractor on proper installation and
maintenance.
g. Notify contractors to replace dead trees.
8. Respond and reply to incoming requests by e-mail or telephone (within a reasonable time frame
to be established) as recommended by the STC.
9. Be available for STC hosted events such as Arbor Day and Tree City USA observances when
requested by Commission chairperson.
10. Assist STC in updating and maintaining Morristown’s Community Forestry Management Plan
pursuant to DEP standards.
11. Assist DPW in evaluating trees pursuant to International Society of Arboriculture approved
standards.
12. Provide assistance to the STC, Engineering and DPW in evaluating the status of existing or
proposed trees on road resurfacing or other capital improvement projects or applications of the
Zoning or Planning Board.
13. Provide training, supervision, and inspection of DPW pruning practices.
14. Monitor tree related sidewalk repair, tree replacement or tree removal, and report findings to
STC, Engineering and DPW.
15. Identify and report public hazards created by trees, shrubbery, vegetation or wildlife.
16. Respond to particular situations identified by Shade Tree Commission, Engineering or DPW.
Proposal Requirements
1. Proposal (Initial proposal should be submitted in the form of two (2) hard copies only).
a. Statement of Interest.
b. Company information, including general information, size, number of employees, and years in
business, full name of individual of entity or person submitting the proposal and the name of
the key contact person.
c. At least three (3) references, including contact names and information.
d. Specific experience of individuals relative to this project.
4
e. A copy of your New Jersey Business Registration Certificate.
f. A completed Business Entity Disclosure Form, Political Contribution Disclosure Form & a
Stockholder Disclosure Certification.
g. A copy of Proposed Form of Contract.
h. Proof of Liability, Worker’s Compensation and Automobile Insurance. The following minimum
insurance limits are required:
Professional Liability Insurance
Limits
•
Each Occurrence
$1,000,000
•
Damage to Rented Premises (each occurrence)
$ 300,000
•
Medical Expense (any one person)
$ 10,000
•
Personal & Advertising Injury
$1,000,000
•
General Aggregate
$2,000,000
•
Products – Completed Operations Aggregate
$2,000,000
Personal Liability Insurance
•
Forgery
$ 10,000
•
Personal Property of Others
$ 10,000
Worker’s Compensation
•
Bodily Injury by Accident
$1,000,000 (each accident)
•
Bodily Injury by Disease
$1,000,000 (policy limit)
•
Bodily Injury by Disease
$1,000,000 (each employee)
Evaluation
The Town’s objective in soliciting a Request for Proposal is to enable it to select a firm or organization
that will provide high quality and cost-effective services to the citizens of Morristown. The Town will
consider proposals only from firms or organizations that, in the Town’s judgment, have demonstrated the
capability and willingness to provide high quality services to the citizens of the Town in the manner
described in this RFP.
The Town may establish an evaluation committee to evaluate and score the proposals submitted by the
vendors.
Proposals will be evaluated by the Town on-the-basis-of the most advantageous, all relevant factors
considered. The evaluation will consider the following selection criteria:
5
Factor
Weight Given
1. Responsiveness:
30%
•
The Town will consider the materials submitted
by the proposer to determine whether the
proposer is in compliance with the RFP.
2. Price:
30%
3. Responsibility & Experience:
40%
•
The Town will consider the materials submitted
and other evidence it may obtain to determine
the companies ability and history of successfully
completing contracts of this type, meeting
projected deadlines and experience in similar
work.
•
Mandatory minimum requirements:
o Five (5) years urban forestry experience
at the municipal government level;
o New Jersey Certified Tree Expert, ISA
Certified
Arborist
and
maintains
certifications;
o ArcGIS V10.1 or compatible version
proficiency;
o Cell Phone; and
o Personal Transportation.
Total Criteria Weight:
100%
Each proposal will be independently evaluated on factors 1 through 3.
Terms and Conditions
1. The Town reserves the right to reject any and all proposals and to waive minor irregularities in
any proposal.
2. The Town reserves the right to request clarification of information submitted and to request
additional information from any proposer.
3. The Town reserves the right to award any contract to the next most qualified vendor if the vendor
does not execute a contract within thirty (30) days after the award of the proposal.
4. Any proposal may be withdrawn up until the submittal date and time.
5. Any addenda issued by the Town of Morristown prior to the scheduled time of opening the RFP
submission shall be acknowledged in the proposal that the Addenda was received and shall be
made part of any contract.
6
6. The Town reserves the right to reject any proposed agreement or contract that does not conform
to the specifications contained in this RFP and which is not approved by the Municipal Attorney.
7. The Town shall not be responsible for any costs incurred by the vendor in preparing, submitting
or presenting its response to the RFP.
Contract Term
This contract shall be for a period of one (1) year from the date of award.
Payment Terms
Payment by the Town will be made a monthly basis after services have been performed and an itemized
billing statement has been received. A signed voucher will be submitted in the form specified by the Town
and approved by the appropriate Town representative for signature by the vendor.
Interested applicants should submit proposals no later than 4:00pm on December 3, 2024 to:
Jillian Barrick, Business Administrator
Town of Morristown
200 South St. PO Box 914
2nd Floor, Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
--- Document: 2024 RFQ for 2025 Traffic Engineer.pdf ---
NOTE: The Town of Morristown will consider proposals only from firms or organizations that have
demonstrated the capability and willingness to provide high quality services in the manner described
in this Request for Qualifications.
REQUEST FOR QUALIFICATIONS
FOR THE PROVISION OF ENGINEERING SERVICES – TRAFFIC ENGINEER
ISSUE DATE: November 13, 2024
DUE DATE: December 3, 2024
Issued by:
Town of Morristown
2
GLOSSARY
The following definitions shall apply to and are used in this Request for Qualifications:
"Principals" means persons possessing an ownership interest in the Respondent. If the Respondent is a corporation,
"Principals" shall include each investor who would have any amount of operational control over the Respondent and
every stockholder having an ownership interest of ten percent (10%) or more in the firm.
"Qualification Statement" - refers to the complete responses to this RFQ submitted by the Respondents.
"Qualified Respondent" - refers to those Respondents who (in the sole judgment of the Town) have satisfied the
qualification criteria set forth in this RFQ.
"Respondent" or "Respondents" - refers to the interested firm(s) that submit a Qualification Statement.
“Review Team” – Members of the Town Administration and its legal and/or financial advisors who shall review the
Qualification Statements.
"RFQ" - refers to this Request for Qualifications, including any amendments thereof or supplements thereto.
"Town" - refers to the Town of Morristown.
3
SECTION 1
INTRODUCTION AND GENERAL INFORMATION
Section 1.1.
Introduction and Purpose.
The Town is soliciting Qualification Statements from interested persons and/or firms for the provision of Traffic
Engineering Services, as more particularly described herein. Through a Request for Qualification process described
herein, persons and/or firms interested in assisting the Town with the provision of such services must prepare and submit
a Qualification Statement in accordance with the procedures and schedules in this RFQ. The Town will review
Qualification Statements only from those firms that submit a Qualification Statement which includes all the information
required to be included as described herein (in the sole judgment of the Town). The Town intends to qualify person(s)
and/or firm(s) that: (a) possesses the professional, financial and administrative capabilities to provide the proposed
services, and (b) will agree to work under the compensation terms and conditions determined by the Town to provide
the greatest benefit to the taxpayers of Morristown.
Section 1.2.
Procurement Process and Schedule.
The selection of Qualified Respondents is not subject to the bidding provisions of the Local Public Contracts Law,
N.J.S.A. 40A:11-1 et seq. The Town has structured a procurement process that seeks to obtain the desired results
described above, while establishing a competitive process to assure that each person and/or firm is provided with an
equal opportunity to submit a Qualification Statement in response to the RFQ. Qualification Statements will be evaluated
in accordance with the criteria set forth in Section 5 of this RFQ, which will be applied in the same manner to each
Qualification Statement received. Respondents agree to at all times abide by all requirements of New Jersey law.
Qualification Statements will be reviewed and evaluated by the Town Administration and its legal and/or financial
advisors (collectively, the "Review Team"). The Qualification Statements will be reviewed to determine if the
Respondent has met the minimum professional, administrative and financial criteria described in this RFQ. Under no
circumstances will a member of the Review Team review responses to an RFQ for a position which they or their firm
submitted a response. Based upon the totality of the information contained in the Qualification Statement, including
information about the reputation and experience of each Respondent, the Town will (in its sole judgment) determine
which Respondents are qualified from professional, administrative and financial standpoints. Each Respondent that
meets the requirements of the RFQ (in the sole judgment of the Town) will be designated as a Qualified Respondent and
will be given the opportunity to participate in the selection process determined by the Town.
The RFQ process commences with the issuance of this RFQ. The steps involved in the process and the anticipated
completion dates are set forth in Table 1, Procurement Schedule. The Town reserves the right to, among other things,
amend, modify or alter the Procurement Schedule upon notice to all potential Respondents.
All communications concerning this RFQ or the RFQ process shall be directed to the Town’s Designated Contact Person,
in writing.
4
Designated Contact Person:
Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
Qualification Statements must be submitted to, and be received by, the Town, by hand delivery or regular mail, by 4:00
p.m. prevailing time on December 3, 2024. Qualification Statements will not be accepted by facsimile transmission or
e-mail.
Subsequent to issuance of this RFQ, the Town (through the issuance of addenda to all firms that have received a copy of
the RFQ) may modify, supplement or amend the provisions of this RFQ in order to respond to inquiries received from
prospective Respondents or as otherwise deemed necessary or appropriate by, and in the sole judgment of, the Town.
TABLE 1
ANTICIPATED PROCUREMENT SCHEDULE
ACTIVITY
DATE
1. Issuance of Request for Qualifications
November 13, 2024
2. Receipt of Qualification Statements
December 3, 2024
3. Completion of Evaluation of Qualification Statements by the Review Team December 19, 2024
4. Town Review of Review Team Recommendations
December 27, 2024
5. Approval of Professional Services Resolutions by Town Council
January 14, 2025
Section 1.3.
Conditions Applicable to RFQ.
Upon submission of a Qualification Statement in response to this RFQ, the Respondent acknowledges and consents to
the following conditions relative to the submission and review and consideration of its Qualification Statement:
•
This document is an RFQ and does not constitute an RFP.
•
This RFQ does not commit the Town to issue an RFP.
•
All costs incurred by the Respondent in connection with responding to this RFQ shall be borne solely
by the Respondent.
•
The Town reserves the right, in its sole judgment, to reject for any reason, any and all responses and
components thereof and to eliminate any and all Respondents responding to this RFQ from further
consideration for this procurement.
5
•
The Town reserves the right, in its sole judgment, to reject any Respondent that submits incomplete
responses to this RFQ, or a Qualification Statement that is not responsive to the requirements of this
RFQ.
•
The Town reserves the right, without prior notice, to supplement, amend, or otherwise modify this RFQ,
or otherwise request additional information.
•
All Qualification Statements shall become the property of the Town and will not be returned.
•
All Qualification Statements will be made available to the public at the appropriate time, as determined
by the Town, in the exercise of its sole discretion, in accordance with applicable law.
•
The Town may request Respondents to send representatives to the Town for interviews.
•
Any and all Qualification Statements not received by the Town by 4:00 p.m. prevailing time on
December 3, 2024 will be rejected.
•
Neither the Town, its consultants or advisors, nor their respective staffs, including, but not limited to,
the Review Team, shall be liable for any claims or damages resulting from the solicitation or preparation
of the Qualification Statement, nor will there be any reimbursement to Respondents for the cost of
preparing and submitting a Qualification Statement or for participating in this procurement process.
Section 1.4.
Rights of Town.
The Town reserves, holds and may exercise, at its sole discretion, the following rights and options with regard to this
RFQ and the procurement process in accordance with the provisions of applicable law:
•
To determine that any Qualification Statement received complies or fails to comply with the terms of
this RFQ.
•
To supplement, amend or otherwise modify the RFQ through issuance of addenda to all prospective
Respondents who have received a copy of this RFQ.
•
To waive any technical non-conformance with the terms of this RFQ.
•
To change or alter the schedule for any events called for in this RFQ upon the issuance of notice to all
prospective Respondents who have received a copy of this RFQ.
•
To conduct investigations of any or all of the Respondents, as the Town deems necessary or convenient,
to clarify the information provided as part of the Qualification Statement and to request additional
information to support the information included in any Qualification Statement.
•
To suspend or terminate the procurement process described in this RFQ at any time in the Town’s sole
discretion. If terminated, the Town may determine to commence a new procurement process or exercise
any other rights provided under applicable law without any obligation to the Respondents.
6
The Town shall be under no obligation to complete all or any portion of the procurement process described in this RFQ.
Section 1.5
Addenda or Amendments to RFQ.
During the period provided for the preparation of responses to the RFQ, the Town may issue addenda, amendments or
answers to written inquiries. Those addenda will be noticed by the Town and will constitute a part of the RFQ. All
responses to the RFQ shall be prepared with full consideration of the addenda issued prior to the proposal submission
date.
Section 1.6
Cost of Proposal Preparation.
Each proposal and all information required to be submitted pursuant to the RFQ shall be prepared at the sole cost and
expense of the respondent. There shall be no claims whatsoever against the Town, its staff, its consultants or such
consultants’ staff, for reimbursement for the payment of costs or expenses incurred in the preparation of the Qualification
Statement or other information required by the RFQ.
Section 1.7
Proposal Format.
Responses should cover all information requested in the questions to be answered in this RFQ.
Responses which in the judgment of the Town fail to meet the requirements of the RFQ or which are in any way
conditional, incomplete, obscure, contain additions or deletions from requested information, or contain errors. may be
rejected.
SECTION 2
SCOPE OF SERVICES
It is the intent of the Town to solicit Qualification Statements from Respondents that have expertise in the provision of
Traffic Engineering Services. Firms and/or persons responding to this RFQ shall be able to demonstrate that they will
have the continuing capabilities to perform these services.
SECTION 3
SUBMISSION REQUIREMENTS
Section 3.1
General Requirements.
The Qualification Statement submitted by the Respondent must meet or exceed the professional, administrative and
financial qualifications set forth in this Section 3 and shall incorporate the information requested below.
In addition to the information required as described below, a Respondent may submit supplemental information that it
believes may be useful in evaluating its Qualification Statement. Respondents are encouraged to be clear, factual, and
concise in their presentation of information.
7
Section 3.2
Administrative Information Requirements.
The Respondent shall, as part of its Qualification Statement, provide the following information:
1.
An executive summary (not to exceed two (2) pages) of the information contained in all the other parts
of the Qualification Statement.
2.
An executed Letter of Qualification (See Appendix A to this RFQ).
3.
Name, address and telephone number of the firm or firms submitting the Qualification Statement
pursuant to this RFQ, and the name of the key contact person.
4.
A description of the business organization (i.e., corporation, partnership, joint venture, etc.) of each firm,
its ownership and its organizational structure.
(a)
Provide the names and business addresses of all Principals of the firm or firms submitting the
Qualification Statement. For purposes of this RFQ, "Principals" means persons possessing an
ownership interest in the Respondent. If the Respondent is a corporation, "Principals" shall
include each investor who would have any amount of operational control over the Respondent
and every stockholder having an ownership interest of ten percent (10%) or more in the firm.
(b)
If a firm is a partially owned or a fully-owned subsidiary of another firm, identify the parent
company and describe the nature and extent of the parents' approval rights over the activities of
the firm submitting a Qualification Statement. Describe the approval process.
(c)
If the Respondent is a partnership or a joint venture or similar organization, provide comparable
information as required in (b) above for each member of the partnership, joint venture or similar
organization.
(d)
A statement that the Respondent has complied with all applicable affirmative action (or similar)
requirements with respect to its business activities, together with evidence of such compliance
5.
An executed Letter of Intent (See Appendix B).
6.
An executed Payment Conditions and Rate Schedules Form (See Appendix C).
7.
An executed Americans with Disabilities Act of 1990 Acknowledgement Form (See Appendix D).
8.
The number of years the business organization has been in business under its present name.
9.
The number of years the business organization has been under its current management.
10.
Any judgments, claims or suits within the last three (3) years in which Respondent has been adjudicated liable for
professional malpractice. If yes, please explain.
11.
Whether the business organization is now or has been involved in any bankruptcy or re-organization
proceedings in the last ten (10) years. If yes, please explain.
8
12.
Confirm appropriate federal and state licenses to perform activities. Submit a copy of the Firm’s Business
Registration Certificate.
Section 3.3
Professional Information Requirements.
1.
Respondent shall submit a description of its overall experience in providing the type of services
sought in the RFQ. At a minimum, the following information on past experience should be included as
appropriate to the RFQ:
a.
Description and scope of work by Respondent;
b.
Name, address and contact information of references; and
c.
Explanation of perceived relevance of the experience to the RFQ.
2.
Describe the services that Respondent would perform directly.
3.
Describe those portions of the Respondent’s services, if any, that are sub-contracted out.
Identify all subcontractors the Respondent anticipates using in connection with this project.
4.
Does the Respondent normally employ union or non-union employees?
5.
Resumes of key employees.
6.
A narrative statement of the Respondent’s understanding of the Town’s needs and goals.
7.
List all immediate relatives of Principal(s) of Respondent who are Town employees or elected
officials of the Town. For purposes of the above, “immediate relative” means a spouse, parent,
stepparent, brother, sister, child, stepchild, direct-line aunt or uncle, grandparent, grandchild, and in-
laws by reason of relation.
SECTION 4
INSTRUCTIONS TO RESPONDENTS
Section 4.1
Submission of Qualification Statements.
Respondents must submit an original and one (1) copy of their Qualification Statement to the Designated Contact Person:
Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
Qualification Statements must be received by the Town no later than 4:00 p.m. (prevailing time) on December 3, 2024
and must be mailed or hand-delivered. Qualification Statements forwarded by facsimile or e-mail will not be accepted.
9
To be responsive, Qualification Statements must provide all requested information, and must be in strict conformance
with the instructions set forth herein. Qualification Statements and all related information must be bound, and signed
and acknowledged by the Respondent.
SECTION 5
EVALUATION
The Town’s objective in soliciting Qualification Statements is to enable it to select a firm or organization that will
provide high quality and cost effective services to the citizens of Morristown. The Town will consider Qualification
Statements only from firms or organizations that, in the Town’s judgment, have demonstrated the capability and
willingness to provide high quality services to the citizens of the Town in the manner described in this RFQ.
Proposals will be evaluated by the Town on the basis of the most advantageous, all relevant factors considered. The
evaluation will consider:
1.
Experience and reputation in the field;
2.
Knowledge of the Town and the subject matter addressed under the contract;
3.
Availability to accommodate the required meetings of the Town; and
4.
Other factors demonstrated to be in the best interest of the Town.
10
APPENDIX A
LETTER OF QUALIFICATION
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned has reviewed its Qualification Statement submitted in response to the Request for Qualifications (RFQ)
issued by the Town of Morristown ("Town"), dated __________________, in connection with the Town’s need for
Engineering Services – Traffic Engineer.
We affirm that the contents of our Qualification Statement (which Qualification Statement is incorporated herein by
reference), are accurate, factual and complete to the best of our knowledge and belief and that the Qualification Statement
is submitted in good faith upon the express understanding that any false statement may result in the disqualification of
(Name of Respondent).
(Respondent shall sign and complete the spaces provided below. If a joint venture, appropriate officers of each company
shall sign.)
(Signature of Chief
Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ___________________
APPENDIX B
LETTER OF INTENT
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned, as Respondent, has (have) submitted the attached Qualification Statement in response to a Request for
Qualifications (RFQ), issued by the Town of Morristown ("Town"), dated __________________in connection with the
Town’s need for Engineering Services – Traffic Engineer.
(Name of Respondent) HEREBY STATES:
1.
The Qualification Statement contains accurate, factual and complete information.
2.
(Name of Respondent) agrees (agrees) to participate in good faith in the procurement process as described
in the RFQ and to adhere to the Town's procurement schedule.
3.
(Name of Respondent) acknowledges (acknowledge) that all costs incurred by it (them) in connection with
the preparation and submission of the Qualification Statement and any proposal prepared and submitted in
response to the RFQ, or any negotiation which results therefrom shall be borne exclusively by the
Respondent.
5.
(Name of Respondent) hereby declares (declare) that the only persons participating in this Qualification
Statement as Principals are named herein and that no person other than those herein mentioned has any
participation in this Qualification Statement or in any contract to be entered into with respect thereto.
Additional persons may subsequently be included as participating Principals, but only if acceptable to the
Town. (Name of Respondent) declares that this Qualification Statement is made without connection with
any other person, firm or parties who has submitted a Qualification Statement, except as expressly set forth
below and that it has been prepared and has been submitted in good faith and without collusion or fraud.
5.
(Name of Respondent) acknowledges and agrees that the Town may modify, amend, suspend and/or
terminate the procurement process (in its sole judgment). In any case, the Town shall not have any liability
to the Respondent for any costs incurred by the Respondent with respect to the procurement activities
described in this RFQ.
6.
(Name of Respondent) acknowledges that any contract executed with respect to the provision of
Engineering Services – Traffic Engineer must comply with all applicable affirmative action and similar
laws. Respondent hereby agrees to take such actions as are required in order to comply with such applicable
laws.
(Respondent shall sign and complete the space provided below. If a joint venture, appropriate officers of each company shall
sign.)
(Signature of Chief Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ________________
APPENDIX C
PAYMENT CONDITIONS AND RATE SCHEDULES
1.
The Town of Morristown wishes to approve the qualifications of an engineering firm or firms to provide
Traffic Engineering Services to the Town for 2025. Upon appointment to the position of Traffic Engineer, no
work or compensation is guaranteed, however. Instead, the Town will approve proposals for projects (including
compensation terms) on an as needed basis. This will be done by a Resolution of the Governing Body and/or a
Professional Services contract. By submitting a response to this RFQ, the Respondent acknowledges that it will
not propose or charge hourly rates that exceed those listed below:
Partner .................................................................................................................. $150.00 Per Hour
Principal ............................................................................................................... $145.00 Per Hour
Project Manager ................................................................................................... $139.00 Per Hour
Professional Engineer ........................................................................................... $136.00 Per Hour
Senior Project Engineer ........................................................................................ $124.00 Per Hour
Project Engineer ................................................................................................... $114.00 Per Hour
Senior Design Engineer ........................................................................................ $104.00 Per Hour
Design Engineer ................................................................................................... $ 93.00 Per Hour
Senior Engineering Technician ............................................................................ $ 90.00 Per Hour
Engineering Technician ........................................................................................ $ 84.00 Per Hour
Chief Draftsperson ............................................................................................... $ 85.00 Per Hour
Senior Draftsperson .............................................................................................. $ 79.00 Per Hour
Junior Draftsperson .............................................................................................. $ 61.00 Per Hour
Professional Land Surveyor ................................................................................. $130.00 Per Hour
Land Surveyor ...................................................................................................... $109.00 Per Hour
Land Surveyor w/Robotic Total Station ............................................................... $145.00 Per Hour
Senior Party Chief w/Robotic Total Station ......................................................... $103.00 Per Hour
Party Chief............................................................................................................ $ 82.00 Per Hour
Junior Party Chief ................................................................................................. $ 77.00 Per Hour
Survey Technician ................................................................................................ $ 76.00 Per Hour
Field Crew Member ............................................................................................. $ 66.00 Per Hour
Junior Survey Technician ..................................................................................... $ 48.00 Per Hour
Chief Construction Engineer ................................................................................ $109.00 Per Hour
Senior Construction Engineer .............................................................................. $ 93.00 Per Hour
Construction Engineer .......................................................................................... $ 87.00 Per Hour
Chief Construction Technician ............................................................................. $ 77.00 Per Hour
Senior Construction Technician ........................................................................... $ 70.00 Per Hour
Junior Construction Technician............................................................................ $ 65.00 Per Hour
Administrative Assistant ...................................................................................... $ 70.00 Per Hour
Senior Clerical ...................................................................................................... $ 50.00 Per Hour
Management Information Systems Technician .................................................... $ 84.00 Per Hour
Senior CAD Technician ....................................................................................... $ 80.00 Per Hour
Computer Technician ........................................................................................... $ 77.00 Per Hour
Computer .............................................................................................................. $ 75.00 Per Hour
CAD System ......................................................................................................... $ 77.00 Per Hour
Licensed Landscape Architect.............................................................................. $109.00 Per Hour
Senior Landscape Designer .................................................................................. $ 98.00 Per Hour
Certified Tree Expert ............................................................................................ $ 87.00 Per Hour
Junior Landscape Designer .................................................................................. $ 77.00 Per Hour
Professional Planner ............................................................................................. $114.00 Per Hour
Planning Technician ............................................................................................. $ 82.00 Per Hour
2.
The Professional shall be reimbursed at cost for expenses incurred for duplication, filing fees and other
reasonable out-of-pocket expenses advanced and/or incurred by them. The Professional shall be reimbursed for
direct charges including disbursements that are actual expenses incurred by the Professional and or/their
associated Firm in connection with such engineering services, and shall include, but not be limited to:
a.
Telegrams, faxes and long distance (Out-of-State) telephone calls;
b.
Payment of filing, application fees, review fees and similar charges;
c.
Computer expenses including time and proprietary program charges;
d.
Outside printing, reproduction, binding, collating and other graphic services;
e.
Messenger service, postage and handling of drawing and specifications, reports,
contracts and other bulky items.
3.
Monthly invoices shall be submitted detailing all services performed.
Signature: The undersigned hereby acknowledges and accepts the established payment terms.
Name of Respondent/Firm:__________________________________
Print name and title:________________________________________
Signature:________________________________________________
Date:____________________________________________________
ATTEST:
________________________________
Witness
APPENDIX D
AMERICANS WITH DISABILITIES ACT OF 1990
ACKNOWLEDGEMENT FORM
This form is an agreement of the successful Vendor’s obligation to comply with the requirements of 42 U.S.C.
§121.01 et seq., referred to as the Americans Disability Act of 1990.
The undersigned Vendor hereby acknowledges receipt of the Americans with Disabilities Act of 1990 found at
Appendix B of this packet.
The undersigned Vendor hereby certifies that he/she is aware of the commitment to comply with the requirements
of 42 U.S.C. §121.01 et seq. and agrees to furnish any required forms as evidence of compliance.
The undersigned Vendor further certifies that he/she understands that his/her proposal shall be rejected as non-
responsive and any contract entered into shall be void and of no effect if said Vendor fails to comply with the
requirements of 42 U.S.C. §121.01 et seq.
COMPANY:___________________________
TITLE:______________________________
PRINT NAME: __________________________
SIGNATURE:_______________________________
DATE: ______________________
--- Document: 2024 RFP for 2025 Grant Consulting Services.pdf ---
1
TOWN OF MORRISTOWN
COUNTY OF MORRIS
STATE OF NEW JERSEY
REQUEST FOR PROPOSALS
GRANTS CONSULTING SERVICES
Sealed proposals should be received by the Business Administrator of the Town of Morristown, in
the Town Offices located at 200 South Street, 2nd Floor, Morristown, New Jersey 07963-0914, by
no later than 4:00 p.m. on December 5, 2024 for the following:
Requests for Proposals from vendors interested in providing Grants Consulting
Services for the Town of Morristown over a 12-month period.
Successful applicants will be required to comply with the requirements of N.J.S.A. 10:5-31, et seq.
(N.J.A.C. 17-27) (Equal Employment Opportunity).
The right is reserved to reject any or all proposals if it is deemed to be in the best interest of the
Town of Morristown to do so.
All those interested in submitting proposals should review the request for proposals and submit all
documentation requested.
2
TOWN OF MORRISTOWN
REQUEST FOR PROPOSALS
GRANTS CONSULTING SERVICES
PURPOSE OF REQUEST
The Town of Morristown (the “Town”) is seeking Requests for Proposals (RFP) for Grants Consulting Services
for the Town of Morristown - to assist in grants management and to help acquire grant-based funding from
governmental agencies and private philanthropies. Scope of grants include:
Upgrades and repairs to civil and environmental infrastructure
Acquisition, improvement and programming of public open space
Development, acquisition and management of affordable housing
Sustainability and environmental management
Community and educational facilities
Transit District improvements and street scape beautification
Economic and community development
Business attraction and entrepreneurship support
Public Art and arts-based programs
Comprehensive and project-based planning
Repair and preservation of publicly-owned historic properties
Upgrades to transportation network, including bikeway improvements
Services will include all aspects of grant opportunity identification, drafting of grant applications in coordination
with municipal staff as well as ongoing management of ongoing reporting requirements.
TIME SCHEDULE
1. Issuance of Request for Qualifications
November 7, 2024
2. Receipt of Qualification Statements
December 5, 2024
3. Completion of Evaluation of Qualification Statements by the Review Team
December 19, 2024
4. Town Review of Review Team Recommendations
December 27, 2024
5. Approval of Professional Services Resolutions by Town Council
January 14, 2025
SCOPE OF SERVICES
The following is a description of the professional service needed, including, where appropriate, a description of
tasks involved:
The scope of services set forth in this Request for Proposals represents an outline of the services which the Town
anticipates the successful Proposer to perform, and is presented for the primary purpose of allowing the Town to
compare qualifications. The precise scope of services to be incorporated into the Professional Services Agreement
shall be negotiated between the Town and the successful Proposer.
3
1.
Research and identify potential funding sources, public grants, private foundation grants and possible
local and corporate sponsorships. Research shall include a presentation of all grant requirements and
criteria; matching fund requirements; reporting requirements and terms and conditions of potential
grant opportunities.
2.
Track county, state and federal funding opportunities pertinent to the Town’s objectives.
3.
Conduct and facilitate an annual onsite needs assessment and review and develop a plan(s) to identify
funding sources for Town’s objectives for the year. Coordinate with all Town departments to
determine if current or planned activities may be eligible for grants.
4.
Attendance at all meetings deemed necessary by the Town.
5.
Conduct and facilitate responses to all grant proposals, on behalf of various Town departments,
including narratives and other writing services, statistical gathering, letters of support, budgets and
final submissions.
6.
Prepare written summaries of all grant reporting requirements, criteria, obligations, matching find
requirements, terms and conditions, deadlines and evaluation criteria prior to submission.
7.
Advise Town, based on the grant management requirement of each proposal, whether the grant amount
is equitable to the require grant management.
8.
Oversight of any administrative services necessary to meet grant requirements, including but not
limited to ongoing reporting requirements and associated coordination with municipal staff.
9.
Preparations and review of grant reports and applications as requested by Town.
10.
Coordination with municipal staff to obtain relevant technical details and information required to
accurately and effectively generate subject-specific grant content.
11.
Prepare and electronically submit monthly status tracking reports.
Standard Requirements of Technical Proposal
Proposers should submit a technical proposal which contains the following:
1.
Proposer must have a minimum of five (5) years of experience in grant writing services for
governmental entities.
2.
Proposal (Initial proposal should be submitted in the form of two (2) hard copies only).
a. Statement of Interest.
b. Company information, including general information, size, number of employees, and years in
business, full name of individual of entity or person submitting the proposal and the name of the
key contact person.
4
c. At least three (3) references, including contact names and information.
d. For each person to be assigned to work with the Town, a description of qualifications, including
education, licensure (if any) and years of professional experience.
e. A listing of all previous Public Sector entity clients including dates of service.
f. List of previously submitted grants and grant programs with which the Proposer has experience
including success rates.
g. Proposed cost of the service(s) or activities, including the Hourly Rates of individuals who will
perform the services or activities.
h. The proposer shall provide documentation of insurance for professional liability coverage with
limits as to liability acceptable to the Town.
i. A copy of your New Jersey Business Registration Certificate.
j. A copy of Proposed Form of Contract.
k. An executed Americans with Disabilities Act of 1990 Acknowledgement Form (See APPENDIX
A).
Evaluation
The Town’s objective in soliciting this RFP is to enable it to select a firm or organization that will provide high
quality and cost-effective services to the citizens of Morristown. The Town will consider proposals only from
firms or organizations that, in the Town’s judgment, have demonstrated the capability and willingness to provide
high quality services to the citizens of the Town in the manner described in this RFQ.
The Town may establish an evaluation committee to evaluate and score the proposals submitted by the vendors.
Proposals will be evaluated by the Town on-the-basis of the most advantageous, all relevant factors considered.
The evaluation will consider the following selection criteria:
Factor
Weight Given
1. Responsiveness:
The Town will consider the materials submitted by the
30%
proposer to determine whether the proposer is in
compliance with the RFP.
2. Price:
30%
3. Responsibility & Experience:
40%
The Town will consider the materials submitted and other
evidence it may obtain to determine the companies ability
and history of successfully completing contracts of this
5
type, meeting projected deadlines and experience in similar work.
Total Criteria Weight:
100%
Each proposal will be independently evaluated on factors 1 through 3.
Terms and Conditions
1. The Town reserves the right to reject any and all proposals and to waive minor irregularities proposal.
2. The Town reserves the right to request clarification of information submitted and to request additional
information from any proposer.
3. The Town reserves the right to award any contract to the next most qualified vendor if the vendor does not
execute a contact with thirty (30) days after the award of the proposal.
4. Any proposal may be withdrawn up until the submitted date and time.
5. The Town reserves the right to reject any proposal agreement or contract that does not conform to the
specifications contained in this RFP and which is not approved by the Municipal Attorney.
6. The Town shall not be responsible for any costs incurred by the vendor in preparing, submitting or
presenting its response to the RFP.
Termination of Contract
If, through any cause, the awarded proposer shall fail to fulfill in a timely and proper manner obligations under
the Contractor or if the awarded proposer violates any requirements of the Contract, the Town shall thereupon
have the right to terminate the Contract by giving written notice to the awarded proposer of such termination at
least thirty (30) days prior to the proposed effective date of termination. Such termination shall relieve the Town
of any obligation for the balances to the awarded proposer of any sum or sums set forth in the Contract.
The awarded proposer agrees to indemnify and hold the Town harmless from any liability to
subcontractors/suppliers concerning payment for work performed or goods supplied arising out of the lawful
termination of the Contract by the owner under this provision.
Ownership of Material
The Town shall retain all of its rights and interest in any and all documents and property both hard copy and
digital furnished by the Town to the selected Proposer for the purpose of assisting the selected Proposer in the
performance of the contract. All such items shall be returned immediately to the Town at the expiration or
termination of the contract or completion of any related services, pursuant thereto, whichever comes first. None
of the documents and/or property shall, without the written consent of the Town, be disclosed to others or used
by the selected Proposer or permitted by the selected Proposer to be used by their parties at any time except in
the performance of the resulting contract.
6
Ownership of all data, materials and documentation originated and prepared for the Town pursuant to the contract
shall belong exclusively to the Town. All data, report, computerized information, programs and materials related
to this project shall be delivered to and become the property of the Town upon completion of the project. The
selected Proposer shall not have the right to use, sell, or disclose the total of the interim of final work products,
or make available to third parties, without the prior written consent of the Town. All information supplied to the
Town may be required to be supplies on CD-ROM media compatible with the Town’s computer operating system.
Payment Terms
Payment by the Town will be made a monthly basis after services have been performed and an itemized billing
statement has been received. A signed voucher will be submitted in the form specified by the Town and approved
by the appropriate Town representative for signature by the vendor.
Interested applicants should submit qualifications no later than 4:00pm on December 5, 2024 to:
Ms. Jillian Barrick, Business Administrator
Town of Morristown
200 South St. PO Box 914
2nd Floor, Office of Mayor/Administration
Morristown, NJ 07963-091
7
APPENDIX A
AMERICANS WITH DISABILITIES ACT OF 1990
ACKNOWLEDGEMENT FORM
This form is an agreement of the successful Vendor’s obligation to comply with the requirements of 42 U.S.C. §121.01 et
seq., referred to as the Americans Disability Act of 1990.
The undersigned Vendor hereby acknowledges receipt of the Americans with Disabilities Act of 1990 found at Appendix
B of this packet.
The undersigned Vendor hereby certifies that he/she is aware of the commitment to comply with the requirements of 42
U.S.C. §121.01 et seq. and agrees to furnish any required forms as evidence of compliance.
The undersigned Vendor further certifies that he/she understands that his/her proposal shall be rejected as non-responsive
and any contract entered into shall be void and of no effect if said Vendor fails to comply with the requirements of 42 U.S.C.
§121.01 et seq.
COMPANY:___________________________ TITLE:______________________________
PRINT NAME: __________________________SIGNATURE:_______________________________
DATE: ______________________
--- Document: 2024 RFP for 2025 Information Technology Consulting & Management Services.pdf .pdf ---
1
TOWN OF MORRISTOWN
COUNTY OF MORRIS
STATE OF NEW JERSEY
REQUEST FOR PROPOSALS
INFORMATION TECHNOLOGY
CONSULTING & MANAGEMENT SERVICES
Sealed proposals should be received by the Business Administrator of the Town of Morristown, in
the Town Offices located at 200 South Street, Room 239, Morristown, New Jersey 07963-0914,
by no later than 4:00 p.m. on December 5, 2024 for the following:
Requests for Proposals from vendors interested in providing Information
Technology Consulting & Management Services for the Town of Morristown
in the calendar year 2024.
Successful applicants will be required to comply with the requirements of N.J.S.A. 10:5-31, et seq.
(N.J.A.C. 17-27) (Equal Employment Opportunity.
The right is reserved to reject any or all proposals if it is deemed to be in the best interest of the
Town of Morristown to do so.
All those interested in submitting proposals should review the request for proposals and submit all
documentation requested.
2
TOWN OF MORRISTOWN
REQUEST FOR PROPOSAL
INFORMATION TECHNOLOGY
CONSULTING & MANAGEMENT SERVICES
PURPOSE OF REQUEST
The Town of Morristown (the “Town”) is seeking Requests for Proposals (RFP) for Information Technology (IT)
Consulting & Management Services at the Town of Morristown, capable of providing support and consulting
services to the Town’s computer network and equipment.
The successful proposer will demonstrate qualifications, experience, and abilities to perform the scope of services
detailed in this Request for Proposal.
TIME SCHEDULE
ACTIVITY
DATE
1. Issuance of Request for Qualifications
November 7, 2024
2. Receipt of Qualification Statements
December 5, 2024
3. Completion of Evaluation of Qualification Statements by the Review Team December 19, 2024
4. Town Review of Review Team Recommendations
December 27, 2024
5. Approval of Professional Services Resolutions by Town Council
January 14, 2025
SCOPE OF SERVICES
The successful proposer will be able to provide technical assistance and system administration related to the
Town’s network system. They will be responsible for troubleshooting computer problems, maintaining the
network to prepare for future needs, and preventing and managing technical issues.
The Scope of Work for the requested services includes, but is not limited to:
1. IT Consultant and Management Services (on-site and remote) for an average of at least 16 hours per week.
This includes assisting users with operational issues and/or emergency response (i.e. servers are down or
there is no email access) within a two (2) hour maximum response time.
2. Provide proactive system maintenance for all network devices (i.e. warranty, network and asset status),
including routine maintenance, monthly reviews and security management to prevent cyber-attacks.
Proposer must demonstrate successful experience in supporting Edmunds finance and tax applications, as
well as other NJ municipal-based computer software applications, as appropriate.
3. Provide preventative maintenance, including LAN/WAN troubleshooting, network server/workstation
maintenance, updates, upgrades, installations, configurations and troubleshooting of any and all software
and hardware for approximately 80 workstations and 6 servers, located at various locations.
4. Recommend new workstation equipment and software, when necessary, as well as set up and install
acquired items.
5. Provide structured system protection and maintenance, including but not limited to firewall, tape backup,
antivirus programs for updates, and confirm system maintenance checks are being performed.
3
6. Support and maintain data backup and recovery and e-mail archiving.
7. Troubleshoot (either remotely or on-site) hardware and software problems.
8. Maintain hardware/software inventory and license documentation.
9. Perform the repairs and necessary maintenance of the Town’s network.
10. Provide for system file backup for PC operations, which includes rebuilding the various databases in case
of system malfunction.
11. Monitor network security usage and perform necessary system “housekeeping.”
12. Document information system processes and procedures, and assist with network security.
13. Strategic planning for future system upgrades.
Proposal Requirements
1. Proposal (Initial proposal should be submitted in the form of two (2) hard copies only).
a. Statement of Interest.
b. Company information, including general information, size, number of employees, and years in
business, full name of individual of entity or person submitting the proposal and the name of the key
contact person.
c. At least three (3) references, including contact names and information.
d. Description of each individual’s qualifications, including education, licensure and years of professional
experience (please include copies of licenses held).
e. A listing of all previous Public Sector entities serviced by the proposer licensed professional including
dates of service.
f. Proposed cost of the service(s) or activities, including the Hourly Rates of individuals who will perform
the services or activities.
g. Insurance. The proposer shall provide documentation of insurance for professional liability coverage
with limits as to liability acceptable to the Town.
h. A copy of your New Jersey Business Registration Certificate.
i. A copy of Proposed Form of Contract.
j. An executed Americans with Disabilities Act of 1990 Acknowledgement Form (See APPENDIX A).
Certification Requirements
MCSE (Certified Solution Expert)
MCITP (Certified IT Professional)
MCTS (Certified Technology Specialist)
4
CCNA (Certified Cisco Network Administrator)
VCP (VMWare Certified Professional)
Evaluation
The Town’s objective in soliciting an RFP is to enable it to select a firm or organization that will provide high
quality and cost effective services to the citizens of Morristown. The Town will consider proposals only from
firms or organizations that, in the Town’s judgment, have demonstrated the capability and willingness to provide
high quality services to the citizens of the Town in the manner described in this RFP.
The Town may establish an evaluation committee to evaluate and score the proposals submitted by the vendors.
Proposals will be evaluated by the Town on the basis of the most advantageous, all relevant factors considered.
The evaluation will consider the following selection criteria:
Factor
Weight Given
1. Responsiveness:
30%
The Town will consider the materials submitted by the
proposer to determine whether the proposer is in compliance
with the RFP.
2. Price:
30%
3. Responsibility & Experience:
40%
The Town will consider the materials submitted and other
evidence it may obtain to determine the companies ability
and history of successfully completing contracts of this type,
meeting projected deadlines and experience in similar work.
Total Criteria Weight:
100%
Each proposal will be independently evaluated on factors 1 through 3.
Terms and Conditions
1. The Town reserves the right to reject any and all proposals and to waive minor irregularities in any
proposal.
2. The Town reserves the right to request clarification of information submitted and to request additional
information from any proposer.
3. The Town reserves the right to award any contract to the next most qualified vendor if the vendor does
not execute a contract within thirty (30) days after the award of the proposal.
4. Any proposal may be withdrawn up until the submittal date and time.
5. The Town reserves the right to reject any proposed agreement or contract that does not conform to the
specifications contained in this RFP and which is not approved by the Municipal Attorney.
6. The Town shall not be responsible for any costs incurred by the vendor in preparing, submitting or
presenting its response to the RFP.
5
Payment Terms
Payment by the Town will be made a monthly basis after services have been performed and an itemized billing
statement has been received. A signed voucher will be submitted in the form specified by the Town and approved
by the appropriate Town representative for signature by the vendor.
Interested applicants should submit proposals no later than 4:00pm on December 5, 2024 to:
Jillian Barrick, Business Administrator
Town of Morristown
200 South St. PO Box 914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
6
APPENDIX A
AMERICANS WITH DISABILITIES ACT OF 1990
ACKNOWLEDGEMENT FORM
This form is an agreement of the successful Vendor’s obligation to comply with the requirements of 42 U.S.C.
§121.01 et seq., referred to as the Americans Disability Act of 1990.
The undersigned Vendor hereby acknowledges receipt of the Americans with Disabilities Act of 1990 found at
Appendix B of this packet.
The undersigned Vendor hereby certifies that he/she is aware of the commitment to comply with the requirements
of 42 U.S.C. §121.01 et seq. and agrees to furnish any required forms as evidence of compliance.
The undersigned Vendor further certifies that he/she understands that his/her proposal shall be rejected as non-
responsive and any contract entered into shall be void and of no effect if said Vendor fails to comply with the
requirements of 42 U.S.C. §121.01 et seq.
COMPANY:___________________________ TITLE:______________________________
PRINT NAME: __________________________SIGNATURE:_______________________________
DATE: ______________________
--- Document: 2024 RFQ for 2025 Appraisal Services-Tax Assessments.pdf ---
NOTE: The Town of Morristown will consider proposals only from firms or organizations that have
demonstrated the capability and willingness to provide high quality services in the manner described
in this Request for Qualifications.
REQUEST FOR QUALIFICATIONS
FOR THE PROVISION OF APPRAISAL SERVICES – TAX ASSESSMENTS
ISSUE DATE: November 7, 2024
DUE DATE: December 5, 2024
Issued by:
Town of Morristown
2
GLOSSARY
The following definitions shall apply to and are used in this Request for Qualifications:
"Principals" means persons possessing an ownership interest in the Respondent. If the Respondent is a corporation,
"Principals" shall include each investor who would have any amount of operational control over the Respondent and
every stockholder having an ownership interest of ten percent (10%) or more in the firm.
"Qualification Statement" - refers to the complete responses to this RFQ submitted by the Respondents.
"Qualified Respondent" - refers to those Respondents who (in the sole judgment of the Town) have satisfied the
qualification criteria set forth in this RFQ.
"Respondent" or "Respondents" - refers to the interested firm(s) that submit a Qualification Statement.
“Review Team” – Members of the Town Administration and its legal and/or financial advisors who shall review the
Qualification Statements.
"RFQ" - refers to this Request for Qualifications, including any amendments thereof or supplements thereto.
"Town" - refers to the Town of Morristown.
3
SECTION 1
INTRODUCTION AND GENERAL INFORMATION
Section 1.1.
Introduction and Purpose.
The Town is soliciting Qualification Statements from interested persons and/or firms for the provision of Appraisal
Services for Tax Assessments, as more particularly described herein. Through a Request for Qualification process
described herein, persons and/or firms interested in assisting the Town with the provision of such services must prepare
and submit a Qualification Statement in accordance with the procedures and schedules in this RFQ. The Town will
review Qualification Statements only from those firms that submit a Qualification Statement which includes all the
information required to be included as described herein (in the sole judgment of the Town). The Town intends to
qualify person(s) and/or firm(s) that: (a) possesses the professional, financial and administrative capabilities to provide
the proposed services, and (b) will agree to work under the compensation terms and conditions determined by the Town
to provide the greatest benefit to the taxpayers of Morristown.
Section 1.2.
Procurement Process and Schedule.
The selection of Qualified Respondents is not subject to the bidding provisions of the Local Public Contracts Law,
N.J.S.A. 40A:11-1 et seq. The Town has structured a procurement process that seeks to obtain the desired results
described above, while establishing a competitive process to assure that each person and/or firm is provided with an
equal opportunity to submit a Qualification Statement in response to the RFQ. Qualification Statements will be
evaluated in accordance with the criteria set forth in Section 5 of this RFQ, which will be applied in the same manner
to each Qualification Statement received. Respondents agree to at all times abide by all requirements of New Jersey
law.
Qualification Statements will be reviewed and evaluated by the Town Administration and its legal and/or financial
advisors (collectively, the "Review Team"). The Qualification Statements will be reviewed to determine if the
Respondent has met the minimum professional, administrative and financial criteria described in this RFQ. Under no
circumstances will a member of the Review Team review responses to an RFQ for a position which they or their firm
submitted a response. Based upon the totality of the information contained in the Qualification Statement, including
information about the reputation and experience of each Respondent, the Town will (in its sole judgment) determine
which Respondents are qualified from professional, administrative and financial standpoints. Each Respondent that
meets the requirements of the RFQ (in the sole judgment of the Town) will be designated as a Qualified Respondent
and will be given the opportunity to participate in the selection process determined by the Town.
The RFQ process commences with the issuance of this RFQ. The steps involved in the process and the anticipated
completion dates are set forth in Table 1, Procurement Schedule. The Town reserves the right to, among other things,
amend, modify or alter the Procurement Schedule upon notice to all potential Respondents.
All communications concerning this RFQ or the RFQ process shall be directed to the Town’s Designated Contact
Person, in writing.
4
Designated Contact Person:
Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
Qualification Statements must be submitted to, and be received by, the Town, by hand delivery or regular mail, by 4:00
p.m. prevailing time on December 5, 2024. Qualification Statements will not be accepted by facsimile transmission
or e-mail.
Subsequent to issuance of this RFQ, the Town (through the issuance of addenda to all firms that have received a copy
of the RFQ) may modify, supplement or amend the provisions of this RFQ in order to respond to inquiries received
from prospective Respondents or as otherwise deemed necessary or appropriate by, and in the sole judgment of, the
Town.
TABLE 1
ANTICIPATED PROCUREMENT SCHEDULE
DATE
1. Issuance of Request for Qualifications
November 7, 2024
2. Receipt of Qualification Statements
December 5, 2024
3. Completion of Evaluation of Qualification Statements by the Review Team December 19, 2024
4. Town Review of Review Team Recommendations
December 27, 2024
5. Approval of Professional Services Resolutions by Town Council
January 14, 2025
Section 1.3.
Conditions Applicable to RFQ.
Upon submission of a Qualification Statement in response to this RFQ, the Respondent acknowledges and consents to
the following conditions relative to the submission and review and consideration of its Qualification Statement:
•
This document is an RFQ and does not constitute an RFP.
•
This RFQ does not commit the Town to issue an RFP.
•
All costs incurred by the Respondent in connection with responding to this RFQ shall be borne solely
by the Respondent.
•
The Town reserves the right, in its sole judgment, to reject for any reason, any and all responses and
components thereof and to eliminate any and all Respondents responding to this RFQ from further
consideration for this procurement.
•
The Town reserves the right, in its sole judgment, to reject any Respondent that submits incomplete
responses to this RFQ, or a Qualification Statement that is not responsive to the requirements of this
RFQ.
5
•
The Town reserves the right, without prior notice, to supplement, amend, or otherwise modify this
RFQ, or otherwise request additional information.
•
All Qualification Statements shall become the property of the Town and will not be returned.
•
All Qualification Statements will be made available to the public at the appropriate time, as determined
by the Town, in the exercise of its sole discretion, in accordance with applicable law.
•
The Town may request Respondents to send representatives to the Town for interviews.
•
Any and all Qualification Statements not received by the Town by 4:00 p.m. prevailing time on
December 5, 2024 will be rejected.
•
Neither the Town, its consultants or advisors, nor their respective staffs, including, but not limited to,
the Review Team, shall be liable for any claims or damages resulting from the solicitation or
preparation of the Qualification Statement, nor will there be any reimbursement to Respondents for
the cost of preparing and submitting a Qualification Statement or for participating in this procurement
process.
Section 1.4.
Rights of Town.
The Town reserves, holds and may exercise, at its sole discretion, the following rights and options with regard to this
RFQ and the procurement process in accordance with the provisions of applicable law:
•
To determine that any Qualification Statement received complies or fails to comply with the
terms of this RFQ.
•
To supplement, amend or otherwise modify the RFQ through issuance of addenda to all
prospective Respondents who have received a copy of this RFQ.
•
To waive any technical non-conformance with the terms of this RFQ.
•
To change or alter the schedule for any events called for in this RFQ upon the issuance of
notice to all prospective Respondents who have received a copy of this RFQ.
•
To conduct investigations of any or all of the Respondents, as the Town deems necessary or
convenient, to clarify the information provided as part of the Qualification Statement and to
request additional information to support the information included in any Qualification
Statement.
•
To suspend or terminate the procurement process described in this RFQ at any time in the
Town’s sole discretion. If terminated, the Town may determine to commence a new
procurement process or exercise any other rights provided under applicable law without any
obligation to the Respondents.
6
The Town shall be under no obligation to complete all or any portion of the procurement process described in this
RFQ.
Section 1.5
Addenda or Amendments to RFQ.
During the period provided for the preparation of responses to the RFQ, the Town may issue addenda, amendments or
answers to written inquiries. Those addenda will be noticed by the Town and will constitute a part of the RFQ. All
responses to the RFQ shall be prepared with full consideration of the addenda issued prior to the proposal submission
date.
Section 1.6
Cost of Proposal Preparation.
Each proposal and all information required to be submitted pursuant to the RFQ shall be prepared at the sole cost and
expense of the respondent. There shall be no claims whatsoever against the Town, its staff, its consultants or such
consultant’s staff, for reimbursement for the payment of costs or expenses incurred in the preparation of the
Qualification Statement or other information required by the RFQ.
Section 1.7
Proposal Format.
Responses should cover all information requested in the questions to be answered in this RFQ.
Responses which in the judgment of the Town fail to meet the requirements of the RFQ or which are in any way
conditional, incomplete, obscure, contain additions or deletions from requested information, or contain errors. may be
rejected.
SECTION 2
SCOPE OF SERVICES
It is the intent of the Town to solicit Qualification Statements from Respondents that have expertise in the provision of
Appraisal Services for Tax Assessments. Firms and/or persons responding to this RFQ shall be able to demonstrate
that they will have the continuing capabilities to perform these services.
SECTION 3
SUBMISSION REQUIREMENTS
Section 3.1
General Requirements.
The Qualification Statement submitted by the Respondent must meet or exceed the professional, administrative and
financial qualifications set forth in this Section 3 and shall incorporate the information requested below.
In addition to the information required as described below, a Respondent may submit supplemental information that it
believes may be useful in evaluating its Qualification Statement. Respondents are encouraged to be clear, factual, and
concise in their presentation of information.
Section 3.2
Administrative Information Requirements.
7
The Respondent shall, as part of its Qualification Statement, provide the following information:
1.
An executive summary (not to exceed two (2) pages) of the information contained in all the other parts
of the Qualification Statement.
2.
An executed Letter of Qualification (See Appendix A to this RFQ).
3.
Name, address and telephone number of the firm or firms submitting the Qualification Statement
pursuant to this RFQ, and the name of the key contact person.
4.
A description of the business organization (i.e., corporation, partnership, joint venture, etc.) of each
firm, its ownership and its organizational structure.
(a)
Provide the names and business addresses of all Principals of the firm or firms submitting the
Qualification Statement. For purposes of this RFQ, "Principals" means persons possessing an
ownership interest in the Respondent. If the Respondent is a corporation, "Principals" shall include
each investor who would have any amount of operational control over the Respondent and every
stockholder having an ownership interest of ten percent (10%) or more in the firm.
(b)
If a firm is a partially owned or a fully-owned subsidiary of another firm, identify the parent company
and describe the nature and extent of the parents' approval rights over the activities of the firm
submitting a Qualification Statement. Describe the approval process.
(c)
If the Respondent is a partnership or a joint venture or similar organization, provide comparable
information as required in (b) above for each member of the partnership, joint venture or similar
organization.
(d)
A statement that the Respondent has complied with all applicable affirmative action (or similar)
requirements with respect to its business activities, together with evidence of such compliance
5.
An executed Letter of Intent (See Appendix B).
6.
An executed Payment Conditions and Rate Schedules Form (See Appendix C).
7.
An executed Americans with Disabilities Act of 1990 Acknowledgement Form (See Appendix D).
8.
The number of years the business organization has been in business under its present name.
9.
The number of years the business organization has been under its current management.
10.
Any judgments, claims or suits within the last three (3) years in which Respondent has been
adjudicated liable for professional malpractice. If yes, please explain.
11.
Whether the business organization is now or has been involved in any bankruptcy or re-organization
proceedings in the last ten (10) years. If yes, please explain.
8
12.
Confirm appropriate federal and state licenses to perform activities. Submit a copy of the Firm’s
Business Registration Certificate.
Section 3.3
Professional Information Requirements.
1.
Respondent shall submit a description of its overall experience in providing the type of
services sought in the RFQ. At a minimum, the following information on past experience should be
included as appropriate to the RFQ:
a.
Description and scope of work by Respondent;
b.
Name, address and contact information of references; and
c.
Explanation of perceived relevance of the experience to the RFQ.
2.
Describe the services that Respondent would perform directly.
3.
Describe those portions of the Respondent’s services, if any, that are sub-contracted out.
Identify all subcontractors the Respondent anticipates using in connection with this project.
4.
Does the Respondent normally employ union or non-union employees?
5.
Resumes of key employees.
6.
A narrative statement of the Respondent’s understanding of the Town’s needs and goals.
7.
List all immediate relatives of Principal(s) of Respondent who are Town employees or elected officials
of the Town. For purposes of the above, “immediate relative” means a spouse, parent, stepparent,
brother, sister, child, stepchild, direct-line aunt or uncle, grandparent, grandchild, and in-laws by
reason of relation.
SECTION 4
INSTRUCTIONS TO RESPONDENTS
Section 4.1
Submission of Qualification Statements.
Respondents must submit an original and one (1) copy of their Qualification Statement to the Designated Contact
Person:
Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
9
Qualification Statements must be received by the Town no later than 4:00 p.m. (prevailing time) on December 5, 2024,
and must be mailed or hand-delivered. Qualification Statements forwarded by facsimile or e-mail will not be accepted.
To be responsive, Qualification Statements must provide all requested information, and must be in strict conformance
with the instructions set forth herein. Qualification Statements and all related information must be bound, and signed
and acknowledged by the Respondent.
SECTION 5
EVALUATION
The Town’s objective in soliciting Qualification Statements is to enable it to select a firm or organization that will
provide high quality and cost effective services to the citizens of Morristown. The Town will consider Qualification
Statements only from firms or organizations that, in the Town’s judgment, have demonstrated the capability and
willingness to provide high quality services to the citizens of the Town in the manner described in this RFQ.
Proposals will be evaluated by the Town on the basis of the most advantageous, all relevant factors considered. The
evaluation will consider:
1.
Experience and reputation in the field;
2.
Knowledge of the Town and the subject matter addressed under the contract;
3.
Availability to accommodate the required meetings of the Town; and
4.
Other factors demonstrated to be in the best interest of the Town.
10
APPENDIX A
LETTER OF QUALIFICATION
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned has reviewed its Qualification Statement submitted in response to the Request for Qualifications
(RFQ) issued by the Town of Morristown ("Town"), dated __________________, in connection with the Town’s need
for Appraisal Services for Tax Assessments.
We affirm that the contents of our Qualification Statement (which Qualification Statement is incorporated herein by
reference), are accurate, factual and complete to the best of our knowledge and belief and that the Qualification
Statement is submitted in good faith upon the express understanding that any false statement may result in the
disqualification of (Name of Respondent).
(Respondent shall sign and complete the spaces provided below. If a joint venture, appropriate officers of each
company shall sign.)
(Signature of Chief Executive Officer)
(Typed Name and Title )
(Type Name of Firm)
Dated: ____________________________
11
APPENDIX B
LETTER OF INTENT
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned, as Respondent, has (have) submitted the attached Qualification Statement in response to a Request for
Qualifications (RFQ), issued by the Town of Morristown ("Town"), dated __________________in connection with the
Town’s need for Appraisal Services for Tax Assessments.
(Name of Respondent) HEREBY STATES:
1.
The Qualification Statement contains accurate, factual and complete information.
2.
(Name of Respondent) agrees (agrees) to participate in good faith in the procurement process as described in the
RFQ and to adhere to the Town's procurement schedule.
3.
(Name of Respondent) acknowledges (acknowledge) that all costs incurred by it (them) in connection with the
preparation and submission of the Qualification Statement and any proposal prepared and submitted in response to the RFQ,
or any negotiation which results therefrom shall be borne exclusively by the Respondent.
4.
(Name of Respondent) hereby declares (declare) that the only persons participating in this Qualification Statement
as Principals are named herein and that no person other than those herein mentioned has any participation in this Qualification
Statement or in any contract to be entered into with respect thereto. Additional persons may subsequently be included as
participating Principals, but only if acceptable to the Town. (Name of Respondent) declares that this Qualification Statement
is made without connection with any other person, firm or parties who has submitted a Qualification Statement, except as
expressly set forth below and that it has been prepared and has been submitted in good faith and without collusion or fraud.
5.
(Name of Respondent) acknowledges and agrees that the Town may modify, amend, suspend and/or terminate the
procurement process (in its sole judgment). In any case, the Town shall not have any liability to the Respondent for any costs
incurred by the Respondent with respect to the procurement activities described in this RFQ.
6.
(Name of Respondent) acknowledges that any contract executed with respect to the provision of Appraisal Services
for Tax Assessments must comply with all applicable affirmative action and similar laws. Respondent hereby agrees to take
such actions as are required in order to comply with such applicable laws.
(Respondent shall sign and complete the space provided below. If a joint venture, appropriate officers of each
company shall sign.)
(Signature of Chief Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ________________
12
APPENDIX C
PAYMENT CONDITIONS AND RATE SCHEDULES
1.
The hourly rate for Appraisal Services for Tax Assessments shall be One Hundred Dollars. ($100.00).
2.
The Appraiser shall be reimbursed at cost for expenses incurred for duplication, filing fees and other
reasonable out-of-pocket expenses advanced and/or incurred by them. The Appraiser shall be reimbursed for direct
charges including disbursements that are actual expenses incurred by the Professional and or/their associated Firm
in connection with such appraisal services, and shall include, but not be limited to:
a.
Telegrams, faxes and long distance (Out-of-State) telephone calls;
b.
Payment of filing, application fees, review fees and similar charges;
c.
Computer expenses including time and proprietary program charges;
d.
Outside printing, reproduction, binding, collating and other graphic services;
e.
Messenger service, postage and handling of drawing and specifications, reports,
contracts and other bulky items.
3.
Monthly invoices shall be submitted detailing all services performed.
Signature: The undersigned hereby acknowledges and accepts the established payment terms.
Name of Respondent/Firm:__________________________________
Print name and title:________________________________________
Signature:________________________________________________
Date:____________________________________________________
ATTEST:
________________________________
Witness
13
APPENDIX D
AMERICANS WITH DISABILITIES ACT OF 1990
ACKNOWLEDGEMENT FORM
This form is an agreement of the successful Vendor’s obligation to comply with the requirements of 42 U.S.C.
§121.01 et seq., referred to as the Americans Disability Act of 1990.
The undersigned Vendor hereby acknowledges receipt of the Americans with Disabilities Act of 1990 found at
Appendix B of this packet.
The undersigned Vendor hereby certifies that he/she is aware of the commitment to comply with the requirements
of 42 U.S.C. §121.01 et seq. and agrees to furnish any required forms as evidence of compliance.
The undersigned Vendor further certifies that he/she understands that his/her proposal shall be rejected as non-
responsive and any contract entered into shall be void and of no effect if said Vendor fails to comply with the
requirements of 42 U.S.C. §121.01 et seq.
COMPANY:___________________________ TITLE:______________________________
PRINT NAME: __________________________SIGNATURE:_______________________________
DATE: ______________________
--- Document: 2024 RFQ for 2025 Financial Services-Municipal Auditor.pdf ---
NOTE: The Town of Morristown will consider proposals only from firms or organizations that have
demonstrated the capability and willingness to provide high quality services in the manner described
in this Request for Qualifications.
REQUEST FOR QUALIFICATIONS
FOR THE PROVISION OF FINANCIAL SERVICES – MUNICIPAL AUDITOR
ISSUE DATE: November 7, 2024
DUE DATE: December 5, 2024
Issued by:
Town of Morristown
2
GLOSSARY
The following definitions shall apply to and are used in this Request for Qualifications:
"Principals" means persons possessing an ownership interest in the Respondent. If the Respondent is a
corporation, "Principals" shall include each investor who would have any amount of operational control
over the Respondent and every stockholder having an ownership interest of ten percent (10%) or more in
the firm.
"Qualification Statement" - refers to the complete responses to this RFQ submitted by the Respondents.
"Qualified Respondent" - refers to those Respondents who (in the sole judgment of the Town) have satisfied
the qualification criteria set forth in this RFQ.
"Respondent" or "Respondents" - refers to the interested firm(s) that submit a Qualification Statement.
“Review Team” – Members of the Town Administration and its legal and/or financial advisors who shall
review the Qualification Statements.
"RFQ" - refers to this Request for Qualifications, including any amendments thereof or supplements thereto.
"Town" - refers to the Town of Morristown.
3
SECTION 1
INTRODUCTION AND GENERAL INFORMATION
Section 1.1.
Introduction and Purpose.
The Town is soliciting Qualification Statements from interested persons and/or firms for the provision of
Financial Services – Municipal Auditor, as more particularly described herein. Through a Request for
Qualification process described herein, persons and/or firms interested in assisting the Town with the
provision of such services must prepare and submit a Qualification Statement in accordance with the
procedures and schedules in this RFQ. The Town will review Qualification Statements only from those
firms that submit a Qualification Statement which includes all the information required to be included as
described herein (in the sole judgment of the Town). The Town intends to qualify person(s) and/or firm(s)
that: (a) possesses the professional, financial and administrative capabilities to provide the proposed
services, and (b) will agree to work under the compensation terms and conditions determined by the Town
to provide the greatest benefit to the taxpayers of Morristown.
Section 1.2.
Procurement Process and Schedule.
The selection of Qualified Respondents is not subject to the bidding provisions of the Local Public
Contracts Law, N.J.S.A. 40A:11-1 et seq. The Town has structured a procurement process that seeks to
obtain the desired results described above, while establishing a competitive process to assure that each
person and/or firm is provided with an equal opportunity to submit a Qualification Statement in response
to the RFQ. Qualification Statements will be evaluated in accordance with the criteria set forth in Section
5 of this RFQ, which will be applied in the same manner to each Qualification Statement received.
Respondents agree to at all times abide by all requirements of New Jersey law.
Qualification Statements will be reviewed and evaluated by the Town Administration and its legal and/or
financial advisors (collectively, the "Review Team"). The Qualification Statements will be reviewed to
determine if the Respondent has met the minimum professional, administrative and financial criteria
described in this RFQ. Under no circumstances will a member of the review team review responses to an
RFQ for a position which they or their firm submitted a response. Based upon the totality of the information
contained in the Qualification Statement, including information about the reputation and experience of each
Respondent, the Town will (in its sole judgment) determine which Respondents are qualified from
professional, administrative and financial standpoints. Each Respondent that meets the requirements of the
RFQ (in the sole judgment of the Town) will be designated as a Qualified Respondent and will be given
the opportunity to participate in the selection process determined by the Town.
The RFQ process commences with the issuance of this RFQ. The steps involved in the process and the
anticipated completion dates are set forth in Table 1, Procurement Schedule. The Town reserves the right
to, among other things, amend, modify or alter the Procurement Schedule upon notice to all potential
Respondents.
All communications concerning this RFQ or the RFQ process shall be directed to the Town’s Designated
Contact Person, in writing.
4
Designated Contact Person:
Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
Qualification Statements must be submitted to, and be received by, the Town, by hand delivery or regular
mail, by 4:00 p.m. prevailing time on December 5, 2024. Qualification Statements will not be accepted by
facsimile transmission or e-mail.
Subsequent to issuance of this RFQ, the Town (through the issuance of addenda to all firms that have
received a copy of the RFQ) may modify, supplement or amend the provisions of this RFQ in order to
respond to inquiries received from prospective Respondents or as otherwise deemed necessary or
appropriate by, and in the sole judgment of, the Town.
TABLE 1
ANTICIPATED PROCUREMENT SCHEDULE
ACTIVITY
DATE
1. Issuance of Request for Qualifications
November 7, 2024
2. Receipt of Qualification Statements
December 5, 2024
3. Completion of Evaluation of Qualification Statements by the Review Team December 19, 2024
4. Town Review of Review Team Recommendations
December 27, 2024
5. Approval of Professional Services Resolutions by Town Council
January 14, 2025
Section 1.3.
Conditions Applicable to RFQ.
Upon submission of a Qualification Statement in response to this RFQ, the Respondent acknowledges and
consents to the following conditions relative to the submission and review and consideration of its
Qualification Statement:
•
This document is an RFQ and does not constitute an RFP.
•
This RFQ does not commit the Town to issue an RFP.
•
All costs incurred by the Respondent in connection with responding to this RFQ shall be
borne solely by the Respondent.
•
The Town reserves the right, in its sole judgment, to reject for any reason, any and all
responses and components thereof and to eliminate any and all Respondents responding to
this RFQ from further consideration for this procurement.
•
The Town reserves the right, in its sole judgment, to reject any Respondent that submits
incomplete responses to this RFQ, or a Qualification Statement that is not responsive to
the requirements of this RFQ.
5
•
The Town reserves the right, without prior notice, to supplement, amend, or otherwise
modify this RFQ, or otherwise request additional information.
•
All Qualification Statements shall become the property of the Town and will not be
returned.
•
All Qualification Statements will be made available to the public at the appropriate time,
as determined by the Town, in the exercise of its sole discretion, in accordance with
applicable law.
•
The Town may request Respondents to send representatives to the Town for interviews.
•
Any and all Qualification Statements not received by the Town by 4:00 p.m. prevailing
time on December 5, 2024 will be rejected.
•
Neither the Town, its consultants or advisors, nor their respective staffs, including, but not
limited to, the Review Team, shall be liable for any claims or damages resulting from the
solicitation or preparation of the Qualification Statement, nor will there be any
reimbursement to Respondents for the cost of preparing and submitting a Qualification
Statement or for participating in this procurement process.
Section 1.4.
Rights of Town.
The Town reserves, holds and may exercise, at its sole discretion, the following rights and options with
regard to this RFQ and the procurement process in accordance with the provisions of applicable law:
•
To determine that any Qualification Statement received complies or fails to comply with
the terms of this RFQ.
•
To supplement, amend or otherwise modify the RFQ through issuance of addenda to all
prospective Respondents who have received a copy of this RFQ.
•
To waive any technical non-conformance with the terms of this RFQ.
•
To change or alter the schedule for any events called for in this RFQ upon the issuance of
notice to all prospective Respondents who have received a copy of this RFQ.
•
To conduct investigations of any or all of the Respondents, as the Town deems necessary
or convenient, to clarify the information provided as part of the Qualification Statement
and to request additional information to support the information included in any
Qualification Statement.
•
To suspend or terminate the procurement process described in this RFQ at any time in the
Town’s sole discretion. If terminated, the Town may determine to commence a new
procurement process or exercise any other rights provided under applicable law without
any obligation to the Respondents.
The Town shall be under no obligation to complete all or any portion of the procurement process described
in this RFQ.
6
Section 1.5
Addenda or Amendments to RFQ.
During the period provided for the preparation of responses to the RFQ, the Town may issue addenda,
amendments or answers to written inquiries. Those addenda will be noticed by the Town and will constitute
a part of the RFQ. All responses to the RFQ shall be prepared with full consideration of the addenda issued
prior to the proposal submission date.
Section 1.6
Cost of Proposal Preparation.
Each proposal and all information required to be submitted pursuant to the RFQ shall be prepared at the
sole cost and expense of the respondent. There shall be no claims whatsoever against the Town, its staff,
its consultants or such consultants’ staff, for reimbursement for the payment of costs or expenses incurred
in the preparation of the Qualification Statement or other information required by the RFQ.
Section 1.7
Proposal Format.
Responses should cover all information requested in the questions to be answered in this RFQ.
Responses which in the judgment of the Town fail to meet the requirements of the RFQ or which are in any
way conditional, incomplete, obscure, contain additions or deletions from requested information, or contain
errors. may be rejected.
SECTION 2
SCOPE OF SERVICES
It is the intent of the Town to solicit Qualification Statements from Respondents that have expertise in the
provision of Financial Services – Municipal Auditor. Firms and/or persons responding to this RFQ shall
be able to demonstrate that they will have the continuing capabilities to perform these services.
SECTION 3
SUBMISSION REQUIREMENTS
Section 3.1
General Requirements.
The Qualification Statement submitted by the Respondent must meet or exceed the professional,
administrative and financial qualifications set forth in this Section 3 and shall incorporate the information
requested below.
In addition to the information required as described below, a Respondent may submit supplemental
information that it believes may be useful in evaluating its Qualification Statement. Respondents are
encouraged to be clear, factual, and concise in their presentation of information.
7
Section 3.2
Administrative Information Requirements.
The Respondent shall, as part of its Qualification Statement, provide the following information:
1.
An executive summary (not to exceed two (2) pages) of the information contained in all
the other parts of the Qualification Statement.
2.
An executed Letter of Qualification (See Appendix A to this RFQ).
3.
Name, address and telephone number of the firm or firms submitting the Qualification
Statement pursuant to this RFQ, and the name of the key contact person.
4.
A description of the business organization (i.e., corporation, partnership, joint venture, etc.)
of each firm, its ownership and its organizational structure.
(a)
Provide the names and business addresses of all Principals of the firm or firms
submitting the Qualification Statement. For purposes of this RFQ, "Principals"
means persons possessing an ownership interest in the Respondent. If the
Respondent is a corporation, "Principals" shall include each investor who would
have any amount of operational control over the Respondent and every stockholder
having an ownership interest of ten percent (10%) or more in the firm.
(b)
If a firm is a partially owned or a fully-owned subsidiary of another firm, identify
the parent company and describe the nature and extent of the parents' approval
rights over the activities of the firm submitting a Qualification Statement. Describe
the approval process.
(c)
If the Respondent is a partnership or a joint venture or similar organization, provide
comparable information as required in (b) above for each member of the
partnership, joint venture or similar organization.
(d)
A statement that the Respondent has complied with all applicable affirmative
action (or similar) requirements with respect to its business activities, together with
evidence of such compliance
5.
An executed Letter of Intent (See Appendix B).
6.
An executed Payment Conditions and Rate Schedules Form (See Appendix C).
7.
An executed Americans with Disabilities Act of 1990 Acknowledgement Form (See
Appendix D).
8.
The number of years the business organization has been in business under its present name.
9.
The number of years the business organization has been under its current management.
10.
Any judgments, claims or suits within the last three (3) years in which Respondent has been adjudicated
liable for professional malpractice. If yes, please explain.
8
11.
Whether the business organization is now or has been involved in any bankruptcy or re-
organization proceedings in the last ten (10) years. If yes, please explain.
12.
Confirm appropriate federal and state licenses to perform activities. Submit a copy of the Firm’s
Business Registration Certificate.
Section 3.3
Professional Information Requirements.
1.
Respondent shall submit a description of its overall experience in providing the type of
services sought in the RFQ. At a minimum, the following information on past experience should be
included as appropriate to the RFQ:
a.
Description and scope of work by Respondent;
b.
Name, address and contact information of references; and
c.
Explanation of perceived relevance of the experience to the RFQ.
2.
Describe the services that Respondent would perform directly.
3.
Describe those portions of the Respondent’s services, if any, that are sub-
contracted out. Identify all subcontractors the Respondent anticipates using in connection
with this project.
4.
Does the Respondent normally employ union or non-union employees?
5.
Resumes of key employees.
6.
A narrative statement of the Respondent’s understanding of the Town’s needs and goals.
7.
List all immediate relatives of Principal(s) of Respondent who are Town
employees or elected officials of the Town. For purposes of the above, “immediate
relative” means a spouse, parent, stepparent, brother, sister, child, stepchild, direct-line
aunt or uncle, grandparent, grandchild, and in-laws by reason of relation.
SECTION 4
INSTRUCTIONS TO RESPONDENTS
Section 4.1
Submission of Qualification Statements.
Respondents must submit an original and one (1) copy of their Qualification Statement to the Designated
Contact Person:
Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
9
Qualification Statements must be received by the Town no later than 4:00 p.m. (prevailing time) on
December 5, 2024, and must be mailed or hand-delivered. Qualification Statements forwarded by facsimile
or e-mail will not be accepted.
To be responsive, Qualification Statements must provide all requested information, and must be in strict
conformance with the instructions set forth herein. Qualification Statements and all related information
must be bound, and signed and acknowledged by the Respondent.
SECTION 5
EVALUATION
The Town’s objective in soliciting Qualification Statements is to enable it to select a firm or organization
that will provide high quality and cost effective services to the citizens of Morristown. The Town will
consider Qualification Statements only from firms or organizations that, in the Town’s judgment, have
demonstrated the capability and willingness to provide high quality services to the citizens of the Town in
the manner described in this RFQ.
Proposals will be evaluated by the Town on the basis of the most advantageous, all relevant factors
considered. The evaluation will consider:
1.
Experience and reputation in the field;
2.
Knowledge of the Town and the subject matter addressed under the contract;
3.
Availability to accommodate the required meetings of the Town; and
4.
Other factors demonstrated to be in the best interest of the Town.
APPENDIX A
LETTER OF QUALIFICATION
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this
letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned has reviewed its Qualification Statement submitted in response to the Request for Qualifications
(RFQ) issued by the Town of Morristown ("Town"), dated __________________, in connection with the Town’s
need for Financial Services – Municipal Auditor.
We affirm that the contents of our Qualification Statement (which Qualification Statement is incorporated herein
by reference), are accurate, factual and complete to the best of our knowledge and belief and that the Qualification
Statement is submitted in good faith upon the express understanding that any false statement may result in the
disqualification of (Name of Respondent).
(Respondent shall sign and complete the spaces provided below. If a joint venture, appropriate officers
of each company shall sign.)
(Signature of Chief
Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ___________________
APPENDIX B
LETTER OF INTENT
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned, as Respondent, has (have) submitted the attached Qualification Statement in response to a
Request for Qualifications (RFQ), issued by the Town of Morristown ("Town"), dated __________________in
connection with the Town’s need for Financial Services – Municipal Auditor.
(Name of Respondent) HEREBY STATES:
1.
The Qualification Statement contains accurate, factual and complete information.
2.
(Name of Respondent) agrees (agrees) to participate in good faith in the procurement process as
described in the RFQ and to adhere to the Town's procurement schedule.
3.
(Name of Respondent) acknowledges (acknowledge) that all costs incurred by it (them) in
connection with the preparation and submission of the Qualification Statement and any proposal
prepared and submitted in response to the RFQ, or any negotiation which results therefrom shall
be borne exclusively by the Respondent.
4.
(Name of Respondent) hereby declares (declare) that the only persons participating in this
Qualification Statement as Principals are named herein and that no person other than those herein
mentioned has any participation in this Qualification Statement or in any contract to be entered
into with respect thereto. Additional persons may subsequently be included as participating
Principals, but only if acceptable to the Town. (Name of Respondent) declares that this
Qualification Statement is made without connection with any other person, firm or parties who
has submitted a Qualification Statement, except as expressly set forth below and that it has been
prepared and has been submitted in good faith and without collusion or fraud.
5.
(Name of Respondent) acknowledges and agrees that the Town may modify, amend,
suspend and/or terminate the procurement process (in its sole judgment). In any case, the Town
shall not have any liability to the Respondent for any costs incurred by the Respondent with
respect to the procurement activities described in this RFQ.
6.
(Name of Respondent) acknowledges that any contract executed with respect to the provision of
Financial Services – Municipal Auditor must comply with all applicable affirmative action and
similar laws. Respondent hereby agrees to take such actions as are required in order to comply
with such applicable laws.
(Respondent shall sign and complete the space provided below. If a joint venture, appropriate officers of each
company shall sign.)
(Signature of Chief Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ________________
APPENDIX C
PAYMENT CONDITIONS AND RATE SCHEDULES
1.
The compensation for the Municipal Auditor shall not exceed Forty Three Thousand, Five Hundred
Dollars ($43,500).
2.
The Municipal Auditor shall be reimbursed at cost for expenses incurred for duplication, filing fees and
other reasonable out-of-pocket expenses advanced and/or incurred by them. The Municipal Auditor shall be
reimbursed for direct charges including disbursements that are actual expenses incurred by the Municipal Auditor
and or/their associated Firm in connection with the following auditing services:
a.
Telegrams, faxes and long distance (Out-of-State) telephone calls;
b.
Payment of filing, application fees, review fees and similar charges;
c.
Computer expenses including time and proprietary program charges;
d.
Outside printing, reproduction, binding, collating and other graphic services;
e.
Messenger service, postage and handling of drawing and specifications, reports,
contracts and other bulky items.
3.
Monthly invoices shall be submitted detailing all services performed.
Signature: The undersigned hereby acknowledges and accepts the established payment terms.
Name of Respondent/Firm:__________________________________
Print name and title:________________________________________
Signature:________________________________________________
Date:____________________________________________________
ATTEST:
________________________________
Witness
APPENDIX D
AMERICANS WITH DISABILITIES ACT OF 1990
ACKNOWLEDGEMENT FORM
This form is an agreement of the successful Vendor’s obligation to comply with the requirements of 42 U.S.C.
§121.01 et seq., referred to as the Americans Disability Act of 1990.
The undersigned Vendor hereby acknowledges receipt of the Americans with Disabilities Act of 1990 found at
Appendix B of this packet.
The undersigned Vendor hereby certifies that he/she is aware of the commitment to comply with the requirements
of 42 U.S.C. §121.01 et seq. and agrees to furnish any required forms as evidence of compliance.
The undersigned Vendor further certifies that he/she understands that his/her proposal shall be rejected as non-
responsive and any contract entered into shall be void and of no effect if said Vendor fails to comply with the
requirements of 42 U.S.C. §121.01 et seq.
COMPANY:___________________________ TITLE:______________________________
PRINT NAME: __________________________SIGNATURE:_______________________________
DATE: ______________________
--- Document: 2024 RFQ for 2025 Financial Services-Financial Analyst.pdf ---
NOTE: The Town of Morristown will consider proposals only from firms or organizations that have
demonstrated the capability and willingness to provide high quality services in the manner described
in this Request for Qualifications.
REQUEST FOR QUALIFICATIONS
FOR THE PROVISION OF FINANCIAL SERVICES – FINANCIAL ANALYST
ISSUE DATE: November 7, 2024
DUE DATE: December 5, 2024
Issued by:
Town of Morristown
2
GLOSSARY
The following definitions shall apply to and are used in this Request for Qualifications:
"Principals" means persons possessing an ownership interest in the Respondent. If the Respondent is a
corporation, "Principals" shall include each investor who would have any amount of operational control
over the Respondent and every stockholder having an ownership interest of ten percent (10%) or more in
the firm.
"Qualification Statement" - refers to the complete responses to this RFQ submitted by the Respondents.
"Qualified Respondent" - refers to those Respondents who (in the sole judgment of the Town) have satisfied
the qualification criteria set forth in this RFQ.
"Respondent" or "Respondents" - refers to the interested firm(s) that submit a Qualification Statement.
“Review Team” – Members of the Town Administration and its legal and/or financial advisors who shall
review the Qualification Statements.
"RFQ" - refers to this Request for Qualifications, including any amendments thereof or supplements thereto.
"Town" - refers to the Town of Morristown.
3
SECTION 1
INTRODUCTION AND GENERAL INFORMATION
Section 1.1.
Introduction and Purpose.
The Town is soliciting Qualification Statements from interested persons and/or firms for the provision of
Financial Services – Financial Analyst, as more particularly described herein. Through a Request for
Qualification process described herein, persons and/or firms interested in assisting the Town with the
provision of such services must prepare and submit a Qualification Statement in accordance with the
procedures and schedules in this RFQ. The Town will review Qualification Statements only from those
firms that submit a Qualification Statement which includes all the information required to be included as
described herein (in the sole judgment of the Town). The Town intends to qualify person(s) and/or firm(s)
that: (a) possesses the professional, financial and administrative capabilities to provide the proposed
services, and (b) will agree to work under the compensation terms and conditions determined by the Town
to provide the greatest benefit to the taxpayers of Morristown.
Section 1.2.
Procurement Process and Schedule.
The selection of Qualified Respondents is not subject to the bidding provisions of the Local Public
Contracts Law, N.J.S.A. 40A:11-1 et seq. The Town has structured a procurement process that seeks to
obtain the desired results described above, while establishing a competitive process to assure that each
person and/or firm is provided with an equal opportunity to submit a Qualification Statement in response
to the RFQ. Qualification Statements will be evaluated in accordance with the criteria set forth in Section
5 of this RFQ, which will be applied in the same manner to each Qualification Statement received.
Respondents agree to at all times abide by all requirements of New Jersey law.
Qualification Statements will be reviewed and evaluated by the Town Administration and its legal and/or
financial advisors (collectively, the "Review Team"). The Qualification Statements will be reviewed to
determine if the Respondent has met the minimum professional, administrative and financial criteria
described in this RFQ. Under no circumstances will a member of the review team review responses to an
RFQ for a position which they or their firm submitted a response. Based upon the totality of the information
contained in the Qualification Statement, including information about the reputation and experience of each
Respondent, the Town will (in its sole judgment) determine which Respondents are qualified from
professional, administrative and financial standpoints. Each Respondent that meets the requirements of the
RFQ (in the sole judgment of the Town) will be designated as a Qualified Respondent and will be given
the opportunity to participate in the selection process determined by the Town.
The RFQ process commences with the issuance of this RFQ. The steps involved in the process and the
anticipated completion dates are set forth in Table 1, Procurement Schedule. The Town reserves the right
to, among other things, amend, modify or alter the Procurement Schedule upon notice to all potential
Respondents.
All communications concerning this RFQ or the RFQ process shall be directed to the Town’s Designated
Contact Person, in writing.
4
Designated Contact Person:
Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
Qualification Statements must be submitted to, and be received by, the Town, by hand delivery or regular
mail, by 4:00 p.m. prevailing time on December 5, 2024. Qualification Statements will not be accepted by
facsimile transmission or e-mail.
Subsequent to issuance of this RFQ, the Town (through the issuance of addenda to all firms that have
received a copy of the RFQ) may modify, supplement or amend the provisions of this RFQ in order to
respond to inquiries received from prospective Respondents or as otherwise deemed necessary or
appropriate by, and in the sole judgment of, the Town.
TABLE 1
ANTICIPATED PROCUREMENT SCHEDULE
ACTIVITY
DATE
1. Issuance of Request for Qualifications
November 7, 2024
2. Receipt of Qualification Statements
December 5, 2024
3. Completion of Evaluation of Qualification Statements by the Review Team December 19, 2024
4. Town Review of Review Team Recommendations
December 27, 2024
5. Approval of Professional Services Resolutions by Town Council
January 14, 2025
Section 1.3.
Conditions Applicable to RFQ.
Upon submission of a Qualification Statement in response to this RFQ, the Respondent acknowledges and
consents to the following conditions relative to the submission and review and consideration of its
Qualification Statement:
•
This document is an RFQ and does not constitute an RFP.
•
This RFQ does not commit the Town to issue an RFP.
•
All costs incurred by the Respondent in connection with responding to this RFQ shall be
borne solely by the Respondent.
•
The Town reserves the right, in its sole judgment, to reject for any reason, any and all
responses and components thereof and to eliminate any and all Respondents responding to
this RFQ from further consideration for this procurement.
•
The Town reserves the right, in its sole judgment, to reject any Respondent that submits
incomplete responses to this RFQ, or a Qualification Statement that is not responsive to
the requirements of this RFQ.
5
•
The Town reserves the right, without prior notice, to supplement, amend, or otherwise
modify this RFQ, or otherwise request additional information.
•
All Qualification Statements shall become the property of the Town and will not be
returned.
•
All Qualification Statements will be made available to the public at the appropriate time,
as determined by the Town, in the exercise of its sole discretion, in accordance with
applicable law.
•
The Town may request Respondents to send representatives to the Town for interviews.
•
Any and all Qualification Statements not received by the Town by 4:00 p.m. prevailing
time on December 5, 2024 will be rejected.
•
Neither the Town, its consultants or advisors, nor their respective staffs, including, but not
limited to, the Review Team, shall be liable for any claims or damages resulting from the
solicitation or preparation of the Qualification Statement, nor will there be any
reimbursement to Respondents for the cost of preparing and submitting a Qualification
Statement or for participating in this procurement process.
Section 1.4.
Rights of Town.
The Town reserves, holds and may exercise, at its sole discretion, the following rights and options with
regard to this RFQ and the procurement process in accordance with the provisions of applicable law:
•
To determine that any Qualification Statement received complies or fails to comply with
the terms of this RFQ.
•
To supplement, amend or otherwise modify the RFQ through issuance of addenda to all
prospective Respondents who have received a copy of this RFQ.
•
To waive any technical non-conformance with the terms of this RFQ.
•
To change or alter the schedule for any events called for in this RFQ upon the issuance of
notice to all prospective Respondents who have received a copy of this RFQ.
•
To conduct investigations of any or all of the Respondents, as the Town deems necessary
or convenient, to clarify the information provided as part of the Qualification Statement
and to request additional information to support the information included in any
Qualification Statement.
•
To suspend or terminate the procurement process described in this RFQ at any time in the
Town’s sole discretion. If terminated, the Town may determine to commence a new
procurement process or exercise any other rights provided under applicable law without
any obligation to the Respondents.
The Town shall be under no obligation to complete all or any portion of the procurement process described
in this RFQ.
6
Section 1.5
Addenda or Amendments to RFQ.
During the period provided for the preparation of responses to the RFQ, the Town may issue addenda,
amendments or answers to written inquiries. Those addenda will be noticed by the Town and will constitute
a part of the RFQ. All responses to the RFQ shall be prepared with full consideration of the addenda issued
prior to the proposal submission date.
Section 1.6
Cost of Proposal Preparation.
Each proposal and all information required to be submitted pursuant to the RFQ shall be prepared at the
sole cost and expense of the respondent. There shall be no claims whatsoever against the Town, its staff,
its consultants or such consultants’ staff, for reimbursement for the payment of costs or expenses incurred
in the preparation of the Qualification Statement or other information required by the RFQ.
Section 1.7
Proposal Format.
Responses should cover all information requested in the questions to be answered in this RFQ.
Responses which in the judgment of the Town fail to meet the requirements of the RFQ or which are in any
way conditional, incomplete, obscure, contain additions or deletions from requested information, or contain
errors. may be rejected.
SECTION 2
SCOPE OF SERVICES
It is the intent of the Town to solicit Qualification Statements from Respondents that have expertise in the
provision of Financial Services – Financial Analyst. Firms and/or persons responding to this RFQ shall
be able to demonstrate that they will have the continuing capabilities to perform these services.
SECTION 3
SUBMISSION REQUIREMENTS
Section 3.1
General Requirements.
The Qualification Statement submitted by the Respondent must meet or exceed the professional,
administrative and financial qualifications set forth in this Section 3 and shall incorporate the information
requested below.
In addition to the information required as described below, a Respondent may submit supplemental
information that it believes may be useful in evaluating its Qualification Statement. Respondents are
encouraged to be clear, factual, and concise in their presentation of information.
7
Section 3.2
Administrative Information Requirements.
The Respondent shall, as part of its Qualification Statement, provide the following information:
1.
An executive summary (not to exceed two (2) pages) of the information contained in all
the other parts of the Qualification Statement.
2.
An executed Letter of Qualification (See Appendix A to this RFQ).
3.
Name, address and telephone number of the firm or firms submitting the Qualification
Statement pursuant to this RFQ, and the name of the key contact person.
4.
A description of the business organization (i.e., corporation, partnership, joint venture, etc.)
of each firm, its ownership and its organizational structure.
(a)
Provide the names and business addresses of all Principals of the firm or firms
submitting the Qualification Statement. For purposes of this RFQ, "Principals"
means persons possessing an ownership interest in the Respondent. If the
Respondent is a corporation, "Principals" shall include each investor who would
have any amount of operational control over the Respondent and every stockholder
having an ownership interest of ten percent (10%) or more in the firm.
(b)
If a firm is a partially owned or a fully-owned subsidiary of another firm, identify
the parent company and describe the nature and extent of the parents' approval
rights over the activities of the firm submitting a Qualification Statement. Describe
the approval process.
(c)
If the Respondent is a partnership or a joint venture or similar organization, provide
comparable information as required in (b) above for each member of the
partnership, joint venture or similar organization.
(d)
A statement that the Respondent has complied with all applicable affirmative
action (or similar) requirements with respect to its business activities, together with
evidence of such compliance
5.
An executed Letter of Intent (See Appendix B).
6.
An executed Payment Conditions and Rate Schedules Form (See Appendix C).
7.
An executed Americans with Disabilities Act of 1990 Acknowledgement Form (See
Appendix D).
8.
The number of years the business organization has been in business under its present name.
9.
The number of years the business organization has been under its current management.
10.
Any judgments, claims or suits within the last three (3) years in which Respondent has been adjudicated
liable for professional malpractice. If yes, please explain.
8
11.
Whether the business organization is now or has been involved in any bankruptcy or re-
organization proceedings in the last ten (10) years. If yes, please explain.
12.
Confirm appropriate federal and state licenses to perform activities. Submit a copy of the Firm’s
Business Registration Certificate.
Section 3.3
Professional Information Requirements.
1.
Respondent shall submit a description of its overall experience in providing the type of
services sought in the RFQ. At a minimum, the following information on past experience should be
included as appropriate to the RFQ:
a.
Description and scope of work by Respondent;
b.
Name, address and contact information of references; and
c.
Explanation of perceived relevance of the experience to the RFQ.
2.
Describe the services that Respondent would perform directly.
3.
Describe those portions of the Respondent’s services, if any, that are sub-
contracted out. Identify all subcontractors the Respondent anticipates using in connection
with this project.
4.
Does the Respondent normally employ union or non-union employees?
5.
Resumes of key employees.
6.
A narrative statement of the Respondent’s understanding of the Town’s needs and goals.
7.
List all immediate relatives of Principal(s) of Respondent who are Town
employees or elected officials of the Town. For purposes of the above, “immediate
relative” means a spouse, parent, stepparent, brother, sister, child, stepchild, direct-line
aunt or uncle, grandparent, grandchild, and in-laws by reason of relation.
SECTION 4
INSTRUCTIONS TO RESPONDENTS
Section 4.1
Submission of Qualification Statements.
Respondents must submit an original and one (1) copy of their Qualification Statement to the Designated
Contact Person:
Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
9
Qualification Statements must be received by the Town no later than 4:00 p.m. (prevailing time) on
December 5, 2024, and must be mailed or hand-delivered. Qualification Statements forwarded by facsimile
or e-mail will not be accepted.
To be responsive, Qualification Statements must provide all requested information, and must be in strict
conformance with the instructions set forth herein. Qualification Statements and all related information
must be bound, and signed and acknowledged by the Respondent.
SECTION 5
EVALUATION
The Town’s objective in soliciting Qualification Statements is to enable it to select a firm or organization
that will provide high quality and cost effective services to the citizens of Morristown. The Town will
consider Qualification Statements only from firms or organizations that, in the Town’s judgment, have
demonstrated the capability and willingness to provide high quality services to the citizens of the Town in
the manner described in this RFQ.
Proposals will be evaluated by the Town on the basis of the most advantageous, all relevant factors
considered. The evaluation will consider:
1.
Experience and reputation in the field;
2.
Knowledge of the Town and the subject matter addressed under the contract;
3.
Availability to accommodate the required meetings of the Town; and
4.
Other factors demonstrated to be in the best interest of the Town.
APPENDIX A
LETTER OF QUALIFICATION
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this
letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned has reviewed its Qualification Statement submitted in response to the Request for Qualifications
(RFQ) issued by the Town of Morristown ("Town"), dated __________________, in connection with the Town’s
need for Financial Services – Financial Analyst.
We affirm that the contents of our Qualification Statement (which Qualification Statement is incorporated herein
by reference), are accurate, factual and complete to the best of our knowledge and belief and that the Qualification
Statement is submitted in good faith upon the express understanding that any false statement may result in the
disqualification of (Name of Respondent).
(Respondent shall sign and complete the spaces provided below. If a joint venture, appropriate officers
of each company shall sign.)
(Signature of Chief
Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ___________________
APPENDIX B
LETTER OF INTENT
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned, as Respondent, has (have) submitted the attached Qualification Statement in response to a
Request for Qualifications (RFQ), issued by the Town of Morristown ("Town"), dated __________________in
connection with the Town’s need for Financial Services – Financial Analyst.
(Name of Respondent) HEREBY STATES:
1.
The Qualification Statement contains accurate, factual and complete information.
2.
(Name of Respondent) agrees (agrees) to participate in good faith in the procurement process as
described in the RFQ and to adhere to the Town's procurement schedule.
3.
(Name of Respondent) acknowledges (acknowledge) that all costs incurred by it (them) in
connection with the preparation and submission of the Qualification Statement and any proposal
prepared and submitted in response to the RFQ, or any negotiation which results therefrom shall
be borne exclusively by the Respondent.
4.
(Name of Respondent) hereby declares (declare) that the only persons participating in this
Qualification Statement as Principals are named herein and that no person other than those herein
mentioned has any participation in this Qualification Statement or in any contract to be entered
into with respect thereto. Additional persons may subsequently be included as participating
Principals, but only if acceptable to the Town. (Name of Respondent) declares that this
Qualification Statement is made without connection with any other person, firm or parties who
has submitted a Qualification Statement, except as expressly set forth below and that it has been
prepared and has been submitted in good faith and without collusion or fraud.
5.
(Name of Respondent) acknowledges and agrees that the Town may modify, amend,
suspend and/or terminate the procurement process (in its sole judgment). In any case, the Town
shall not have any liability to the Respondent for any costs incurred by the Respondent with
respect to the procurement activities described in this RFQ.
6.
(Name of Respondent) acknowledges that any contract executed with respect to the provision of
Financial Services – Financial Analyst must comply with all applicable affirmative action and
similar laws. Respondent hereby agrees to take such actions as are required in order to comply
with such applicable laws.
(Respondent shall sign and complete the space provided below. If a joint venture, appropriate officers of each
company shall sign.)
(Signature of Chief Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ________________
APPENDIX C
PAYMENT CONDITIONS AND RATE SCHEDULES
1.
The compensation for the Financial Analyst shall not exceed Forty Three Thousand, Five Hundred Dollars
($43,500).
2.
The Financial Analyst shall be reimbursed at cost for expenses incurred for duplication, filing fees and
other reasonable out-of-pocket expenses advanced and/or incurred by them. The Financial Analyst shall be
reimbursed for direct charges including disbursements that are actual expenses incurred by the Financial Analyst
and or/their associated Firm in connection with the following auditing services:
a.
Telegrams, faxes and long distance (Out-of-State) telephone calls;
b.
Payment of filing, application fees, review fees and similar charges;
c.
Computer expenses including time and proprietary program charges;
d.
Outside printing, reproduction, binding, collating and other graphic services;
e.
Messenger service, postage and handling of drawing and specifications, reports,
contracts and other bulky items.
3.
Monthly invoices shall be submitted detailing all services performed.
Signature: The undersigned hereby acknowledges and accepts the established payment terms.
Name of Respondent/Firm:__________________________________
Print name and title:________________________________________
Signature:________________________________________________
Date:____________________________________________________
ATTEST:
________________________________
Witness
APPENDIX D
AMERICANS WITH DISABILITIES ACT OF 1990
ACKNOWLEDGEMENT FORM
This form is an agreement of the successful Vendor’s obligation to comply with the requirements of 42 U.S.C.
§121.01 et seq., referred to as the Americans Disability Act of 1990.
The undersigned Vendor hereby acknowledges receipt of the Americans with Disabilities Act of 1990 found at
Appendix B of this packet.
The undersigned Vendor hereby certifies that he/she is aware of the commitment to comply with the requirements
of 42 U.S.C. §121.01 et seq. and agrees to furnish any required forms as evidence of compliance.
The undersigned Vendor further certifies that he/she understands that his/her proposal shall be rejected as non-
responsive and any contract entered into shall be void and of no effect if said Vendor fails to comply with the
requirements of 42 U.S.C. §121.01 et seq.
COMPANY:___________________________ TITLE:______________________________
PRINT NAME: __________________________SIGNATURE:_______________________________
DATE: ______________________
--- Document: 2024 RFQ for 2025 Legal Services-Bond Counsel.pdf ---
NOTE: The Town of Morristown will consider proposals only from firms or organizations that have
demonstrated the capability and willingness to provide high quality services in the manner described in this
Request for Qualifications.
REQUEST FOR QUALIFICATIONS
FOR THE PROVISION OF LEGAL SERVICES – BOND COUNSEL
ISSUE DATE: November 7, 2024
DUE DATE: December 5, 2024
Issued by:
Town of Morristown
2
GLOSSARY
The following definitions shall apply to and are used in this Request for Qualifications:
"Principals" means persons possessing an ownership interest in the Respondent. If the Respondent is a corporation,
"Principals" shall include each investor who would have any amount of operational control over the Respondent and
every stockholder having an ownership interest of ten percent (10%) or more in the firm.
"Qualification Statement" - refers to the complete responses to this RFQ submitted by the Respondents.
"Qualified Respondent" - refers to those Respondents who (in the sole judgment of the Town) have satisfied the
qualification criteria set forth in this RFQ.
"Respondent" or "Respondents" - refers to the interested firm(s) that submit a Qualification Statement.
“Review Team” – Members of the Town Administration and its legal and/or financial advisors who shall review the
Qualification Statements.
"RFQ" - refers to this Request for Qualifications, including any amendments thereof or supplements thereto.
"Town" - refers to the Town of Morristown.
3
SECTION 1
INTRODUCTION AND GENERAL INFORMATION
Section 1.1.
Introduction and Purpose.
The Town is soliciting Qualification Statements from interested persons and/or firms for the provision of Legal Services-
Bond Counsel, as more particularly described herein. Through a Request for Qualification process described herein,
persons and/or firms interested in assisting the Town with the provision of such services must prepare and submit a
Qualification Statement in accordance with the procedures and schedules in this RFQ. The Town will review
Qualification Statements only from those firms that submit a Qualification Statement which includes all the information
required to be included as described herein (in the sole judgment of the Town). The Town intends to qualify person(s)
and/or firm(s) that: (a) possesses the professional, financial and administrative capabilities to provide the proposed
services, and (b) will agree to work under the compensation terms and conditions determined by the Town to provide
the greatest benefit to the taxpayers of Morristown.
Section 1.2.
Procurement Process and Schedule.
The selection of Qualified Respondents is not subject to the bidding provisions of the Local Public Contracts Law,
N.J.S.A. 40A:11-1 et seq. The Town has structured a procurement process that seeks to obtain the desired results
described above, while establishing a competitive process to assure that each person and/or firm is provided with an
equal opportunity to submit a Qualification Statement in response to the RFQ. Qualification Statements will be evaluated
in accordance with the criteria set forth in Section 5 of this RFQ, which will be applied in the same manner to each
Qualification Statement received. Respondents agree to at all times abide by all requirements of New Jersey law.
Qualification Statements will be reviewed and evaluated by the Town Administration and its legal and/or financial
advisors (collectively, the "Review Team"). The Qualification Statements will be reviewed to determine if the
Respondent has met the minimum professional, administrative and financial criteria described in this RFQ. Under no
circumstances will a member of the Review Team review responses to an RFQ for a position which they or their firm
submitted a response. Based upon the totality of the information contained in the Qualification Statement, including
information about the reputation and experience of each Respondent, the Town will (in its sole judgment) determine
which Respondents are qualified from professional, administrative and financial standpoints. Each Respondent that
meets the requirements of the RFQ (in the sole judgment of the Town) will be designated as a Qualified Respondent and
will be given the opportunity to participate in the selection process determined by the Town.
The RFQ process commences with the issuance of this RFQ. The steps involved in the process and the anticipated
completion dates are set forth in Table 1, Procurement Schedule. The Town reserves the right to, among other things,
amend, modify or alter the Procurement Schedule upon notice to all potential Respondents.
All communications concerning this RFQ or the RFQ process shall be directed to the Town’s Designated Contact Person,
in writing.
Designated Contact Person:
Jillian Barrick, Business Administrator
Town of Morristown, 200 South St. CN914
Room 239, Office of Mayor/Administration, Morristown, NJ 07963-0914
4
Qualification Statements must be submitted to, and be received by, the Town, by hand delivery or regular mail, by 4:00
p.m. prevailing time on December 5, 2024. Qualification Statements will not be accepted by facsimile transmission or
e-mail.
Subsequent to issuance of this RFQ, the Town (through the issuance of addenda to all firms that have received a copy of
the RFQ) may modify, supplement or amend the provisions of this RFQ in order to respond to inquiries received from
prospective Respondents or as otherwise deemed necessary or appropriate by, and in the sole judgment of, the Town.
TABLE 1
ANTICIPATED PROCUREMENT SCHEDULE
ACTIVITY
DATE
1. Issuance of Request for Qualifications
November 7, 2024
2. Receipt of Qualification Statements
December 5, 2024
3. Completion of Evaluation of Qualification Statements by the Review Team December 19, 2024
4. Town Review of Review Team Recommendations
December 27, 2024
5. Approval of Professional Services Resolutions by Town Council
January 14, 2025
Section 1.3.
Conditions Applicable to RFQ.
Upon submission of a Qualification Statement in response to this RFQ, the Respondent acknowledges and consents to
the following conditions relative to the submission and review and consideration of its Qualification Statement:
•
This document is an RFQ and does not constitute an RFP.
•
This RFQ does not commit the Town to issue an RFP.
•
All costs incurred by the Respondent in connection with responding to this RFQ shall be borne solely
by the Respondent.
•
The Town reserves the right, in its sole judgment, to reject for any reason, any and all responses and
components thereof and to eliminate any and all Respondents responding to this RFQ from further
consideration for this procurement.
•
The Town reserves the right, in its sole judgment, to reject any Respondent that submits incomplete
responses to this RFQ, or a Qualification Statement that is not responsive to the requirements of this
RFQ.
•
The Town reserves the right, without prior notice, to supplement, amend, or otherwise modify this RFQ,
or otherwise request additional information.
•
All Qualification Statements shall become the property of the Town and will not be returned.
5
•
All Qualification Statements will be made available to the public at the appropriate time, as determined
by the Town, in the exercise of its sole discretion, in accordance with applicable law.
•
The Town may request Respondents to send representatives to the Town for interviews.
•
Any and all Qualification Statements not received by the Town by 4:00 p.m. prevailing time on
December 5, 2024 will be rejected.
•
Neither the Town, its consultants or advisors, nor their respective staffs, including, but not limited to,
the Review Team, shall be liable for any claims or damages resulting from the solicitation or preparation
of the Qualification Statement, nor will there be any reimbursement to Respondents for the cost of
preparing and submitting a Qualification Statement or for participating in this procurement process.
Section 1.4.
Rights of Town.
The Town reserves, holds and may exercise, at its sole discretion, the following rights and options with regard to this
RFQ and the procurement process in accordance with the provisions of applicable law:
•
To determine that any Qualification Statement received complies or fails to comply with the terms of
this RFQ.
•
To supplement, amend or otherwise modify the RFQ through issuance of addenda to all prospective
Respondents who have received a copy of this RFQ.
•
To waive any technical non-conformance with the terms of this RFQ.
•
To change or alter the schedule for any events called for in this RFQ upon the issuance of notice to all
prospective Respondents who have received a copy of this RFQ.
•
To conduct investigations of any or all of the Respondents, as the Town deems necessary or convenient,
to clarify the information provided as part of the Qualification Statement and to request additional
information to support the information included in any Qualification Statement.
•
To suspend or terminate the procurement process described in this RFQ at any time in the Town’s sole
discretion. If terminated, the Town may determine to commence a new procurement process or exercise
any other rights provided under applicable law without any obligation to the Respondents.
The Town shall be under no obligation to complete all or any portion of the procurement process described in this RFQ.
Section 1.5
Addenda or Amendments to RFQ.
During the period provided for the preparation of responses to the RFQ, the Town may issue addenda, amendments or
answers to written inquiries. Those addenda will be noticed by the Town and will constitute a part of the RFQ. All
responses to the RFQ shall be prepared with full consideration of the addenda issued prior to the proposal submission
date.
6
Section 1.6
Cost of Proposal Preparation.
Each proposal and all information required to be submitted pursuant to the RFQ shall be prepared at the sole cost and
expense of the respondent. There shall be no claims whatsoever against the Town, its staff, its consultants or such
consultants’ staff, for reimbursement for the payment of costs or expenses incurred in the preparation of the Qualification
Statement or other information required by the RFQ.
Section 1.7
Proposal Format.
Responses should cover all information requested in the questions to be answered in this RFQ.
Responses which in the judgment of the Town fail to meet the requirements of the RFQ or which are in any way
conditional, incomplete, obscure, contain additions or deletions from requested information, or contain errors. may be
rejected.
SECTION 2
SCOPE OF SERVICES
It is the intent of the Town to solicit Qualification Statements from Respondents that have expertise in the provision of
Legal Services-Bond Counsel. Firms and/or persons responding to this RFQ shall be able to demonstrate that they
will have the continuing capabilities to perform these services.
SECTION 3
SUBMISSION REQUIREMENTS
Section 3.1
General Requirements.
The Qualification Statement submitted by the Respondent must meet or exceed the professional, administrative and
financial qualifications set forth in this Section 3 and shall incorporate the information requested below.
In addition to the information required as described below, a Respondent may submit supplemental information that it
believes may be useful in evaluating its Qualification Statement. Respondents are encouraged to be clear, factual, and
concise in their presentation of information.
Section 3.2
Administrative Information Requirements.
The Respondent shall, as part of its Qualification Statement, provide the following information:
1.
An executive summary (not to exceed two (2) pages) of the information contained in all the other parts
of the Qualification Statement.
2.
An executed Letter of Qualification (See Appendix A to this RFQ).
3.
Name, address and telephone number of the firm or firms submitting the Qualification Statement
pursuant to this RFQ, and the name of the key contact person.
7
4.
A description of the business organization (i.e., corporation, partnership, joint venture, etc.) of each firm,
its ownership and its organizational structure.
(a)
Provide the names and business addresses of all Principals of the firm or firms submitting the
Qualification Statement. For purposes of this RFQ, "Principals" means persons possessing an
ownership interest in the Respondent. If the Respondent is a corporation, "Principals" shall
include each investor who would have any amount of operational control over the Respondent
and every stockholder having an ownership interest of ten percent (10%) or more in the firm.
(b)
If a firm is a partially owned or a fully-owned subsidiary of another firm, identify the parent
company and describe the nature and extent of the parents' approval rights over the activities of
the firm submitting a Qualification Statement. Describe the approval process.
(c)
If the Respondent is a partnership or a joint venture or similar organization, provide comparable
information as required in (b) above for each member of the partnership, joint venture or similar
organization.
(d)
A statement that the Respondent has complied with all applicable affirmative action (or similar)
requirements with respect to its business activities, together with evidence of such compliance
5.
An executed Letter of Intent (See Appendix B).
6.
An executed Payment Conditions and Rate Schedules Form (See Appendix C).
7.
An executed Americans with Disabilities Act of 1990 Acknowledgement Form (See Appendix D).
8.
The number of years the business organization has been in business under its present name.
9.
The number of years the business organization has been under its current management.
10.
Any judgments, claims or suits within the last three (3) years in which Respondent has been adjudicated liable for
professional malpractice. If yes, please explain.
11.
Whether the business organization is now or has been involved in any bankruptcy or re-organization
proceedings in the last ten (10) years. If yes, please explain.
12.
Confirm appropriate federal and state licenses to perform activities. Submit a copy of the Firm’s Business
Registration Certificate.
Section 3.3
Professional Information Requirements.
1.
Respondent shall submit a description of its overall experience in providing the type of services sought
in the RFQ. At a minimum, the following information on past experience should be included as
appropriate to the RFQ:
a.
Description and scope of work by Respondent;
b.
Name, address and contact information of references; and
c.
Explanation of perceived relevance of the experience to the RFQ.
8
2.
Describe the services that Respondent would perform directly.
3.
Describe those portions of the Respondent’s services, if any, that are sub-contracted out.
Identify all subcontractors the Respondent anticipates using in connection with this project.
4.
Does the Respondent normally employ union or non-union employees?
5.
Resumes of key employees.
6.
A narrative statement of the Respondent’s understanding of the Town’s needs and goals.
7.
List all immediate relatives of Principal(s) of Respondent who are Town employees or elected
officials of the Town. For purposes of the above, “immediate relative” means a spouse, parent,
stepparent, brother, sister, child, stepchild, direct-line aunt or uncle, grandparent, grandchild, and in-
laws by reason of relation.
SECTION 4
INSTRUCTIONS TO RESPONDENTS
Section 4.1
Submission of Qualification Statements.
Respondents must submit an original and one (1) copy of their Qualification Statement to the Designated Contact Person:
Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
Qualification Statements must be received by the Town no later than 4:00 p.m. (prevailing time) on December 5, 2024
and must be mailed or hand-delivered. Qualification Statements forwarded by facsimile or e-mail will not be accepted.
To be responsive, Qualification Statements must provide all requested information, and must be in strict conformance
with the instructions set forth herein. Qualification Statements and all related information must be bound, and signed
and acknowledged by the Respondent.
9
SECTION 5
EVALUATION
The Town’s objective in soliciting Qualification Statements is to enable it to select a firm or organization that will
provide high quality and cost effective services to the citizens of Morristown. The Town will consider Qualification
Statements only from firms or organizations that, in the Town’s judgment, have demonstrated the capability and
willingness to provide high quality services to the citizens of the Town in the manner described in this RFQ.
Proposals will be evaluated by the Town on the basis of the most advantageous, all relevant factors considered. The
evaluation will consider:
1.
Experience and reputation in the field;
2.
Knowledge of the Town and the subject matter addressed under the contract;
3.
Availability to accommodate the required meetings of the Town; and
4.
Other factors demonstrated to be in the best interest of the Town.
10
APPENDIX A
LETTER OF QUALIFICATION
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
[INSERT DATE]
Attn: Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned has reviewed its Qualification Statement submitted in response to the Request for Qualifications (RFQ)
issued by the Town of Morristown ("Town"), dated __________________, in connection with the Town’s need for Legal
Services – Bond Counsel.
We affirm that the contents of our Qualification Statement (which Qualification Statement is incorporated herein by
reference), are accurate, factual and complete to the best of our knowledge and belief and that the Qualification Statement
is submitted in good faith upon the express understanding that any false statement may result in the disqualification of
(Name of Respondent).
(Respondent shall sign and complete the spaces provided below. If a joint venture, appropriate officers of each
company shall sign.)
(Signature of Chief
Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ___________________
APPENDIX B
LETTER OF INTENT
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
[INSERT DATE]
Attn: Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned, as Respondent, has (have) submitted the attached Qualification Statement in response to a Request for
Qualifications (RFQ), issued by the Town of Morristown ("Town"), dated __________________in connection with the
Town’s need for Legal Services–Bond Counsel.
(Name of Respondent) HEREBY STATES:
1.
The Qualification Statement contains accurate, factual and complete information.
2.
(Name of Respondent) agrees (agrees) to participate in good faith in the procurement process as described
in the RFQ and to adhere to the Town's procurement schedule.
3.
(Name of Respondent) acknowledges (acknowledge) that all costs incurred by it (them) in connection with
the preparation and submission of the Qualification Statement and any proposal prepared and submitted in response to the
RFQ, or any negotiation which results therefrom shall be borne exclusively by the Respondent.
5.
(Name of Respondent) hereby declares (declare) that the only persons participating in this Qualification
Statement as Principals are named herein and that no person other than those herein mentioned has any
participation in this Qualification Statement or in any contract to be entered into with respect thereto.
Additional persons may subsequently be included as participating Principals, but only if acceptable to the
Town. (Name of Respondent) declares that this Qualification Statement is made without connection with
any other person, firm or parties who has submitted a Qualification Statement, except as expressly set forth
below and that it has been prepared and has been submitted in good faith and without collusion or fraud.
5.
(Name of Respondent) acknowledges and agrees that the Town may modify, amend, suspend and/or
terminate the procurement process (in its sole judgment). In any case, the Town shall not have any liability to the Respondent
for any costs incurred by the Respondent with respect to the procurement activities described in this RFQ.
6.
(Name of Respondent) acknowledges that any contract executed with respect to the provision of Legal
Services – Bond Counsel must comply with all applicable affirmative action and similar laws. Respondent hereby agrees to
take such actions as are required in order to comply with such applicable laws.
(Respondent shall sign and complete the space provided below. If a joint venture, appropriate officers of each
company shall sign.)
(Signature of Chief Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ________________
APPENDIX C
PAYMENT CONDITIONS AND RATE SCHEDULES
1.
The base fee for Legal Services-Bond Counsel for approval of general obligations shall be Five
Thousand Dollars ($5,000.00) plus a fee of One Dollar ($1.00) per every One Thousand Dollars ($1,000.00) of
bonds approved. All issues of bonds shall be charged an additional One Thousand Dollars ($1,000.00) for each
series for an issue with multiple series of bonds. Bond and other capital ordinances shall be billed on the basis of
Four Hundred Dollars ($400.00) per ordinance prepared or reviewed; multipurpose ordinances shall be billed at
Seven Hundred Fifty Dollars ($750.00). Issues for notes in anticipation of the issuance of bonds shall be based
on a charge of Fifty Dollars ($50.00) per One Hundred Thousand Dollars ($100,000.00) of notes prepared, or
fraction thereof, with a minimum of Five Hundred Dollars ($500.00) for each issue of notes. Responses to
inquiries involving research on complicated questions of law, review or preparation of financing documents for
special financings, special tax counsel opinions and attendance at meetings would be charged separately at the
following hourly rates: One Hundred and Fifty ($150.00) Dollars for legal services of a partner and One Hundred
Twenty-Five Dollars ($125.00) for legal services performed by associates.
2.
Counsel shall be reimbursed at cost for expenses incurred for duplication, filing fees, court reporters and
other reasonable out-of-pocket expenses advanced and/or incurred by counsel. Counsel shall be reimbursed for
direct charges including disbursements that are actual expenses incurred by the Professional and or/their
associated Firm in connection with such legal services, and shall include, but not be limited to:
a.
Telegrams, faxes and long distance (Out-of-State) telephone calls;
b.
Payment of filing, application fees, review fees and similar charges;
c.
Computer expenses including time and proprietary program charges;
d.
Outside printing, reproduction, binding, collating and other graphic services;
e.
Messenger service, postage and handling of drawing and specifications, reports,
contracts and other bulky items.
3.
Monthly invoices shall be submitted detailing all services performed.
Signature: The undersigned hereby acknowledges and accepts the established payment terms.
Name of Respondent/Firm:__________________________________
Print name and title:________________________________________
Signature:________________________________________________ Date: ______________
ATTEST:
________________________________
Witness
APPENDIX D
AMERICANS WITH DISABILITIES ACT OF 1990
ACKNOWLEDGEMENT FORM
This form is an agreement of the successful Vendor’s obligation to comply with the requirements of 42 U.S.C.
§121.01 et seq., referred to as the Americans Disability Act of 1990.
The undersigned Vendor hereby acknowledges receipt of the Americans with Disabilities Act of 1990 found at
Appendix B of this packet.
The undersigned Vendor hereby certifies that he/she is aware of the commitment to comply with the requirements
of 42 U.S.C. §121.01 et seq. and agrees to furnish any required forms as evidence of compliance.
The undersigned Vendor further certifies that he/she understands that his/her proposal shall be rejected as non-
responsive and any contract entered into shall be void and of no effect if said Vendor fails to comply with the
requirements of 42 U.S.C. §121.01 et seq.
COMPANY:___________________________ TITLE:______________________________
PRINT NAME: __________________________SIGNATURE:_______________________________
DATE: ______________________
--- Document: 2024 RFQ for 2025 Legal Services-Conflict Public Defender.pdf ---
NOTE: The Town of Morristown will consider proposals only from firms or organizations that have
demonstrated the capability and willingness to provide high quality services in the manner described in this
Request for Qualifications.
REQUEST FOR QUALIFICATIONS
FOR THE PROVISION OF LEGAL SERVICES – CONFLICT PUBLIC DEFENDER
ISSUE DATE: November 7, 2024
DUE DATE: December 5, 2024
Issued by:
Town of Morristown
2
GLOSSARY
The following definitions shall apply to and are used in this Request for Qualifications:
"Principals" means persons possessing an ownership interest in the Respondent. If the Respondent is a corporation,
"Principals" shall include each investor who would have any amount of operational control over the Respondent and
every stockholder having an ownership interest of ten percent (10%) or more in the firm.
"Qualification Statement" - refers to the complete responses to this RFQ submitted by the Respondents.
"Qualified Respondent" - refers to those Respondents who (in the sole judgment of the Town) have satisfied the
qualification criteria set forth in this RFQ.
"Respondent" or "Respondents" - refers to the interested firm(s) that submit a Qualification Statement.
“Review Team” – Members of the Town Administration and its legal and/or financial advisors who shall review the
Qualification Statements.
"RFQ" - refers to this Request for Qualifications, including any amendments thereof or supplements thereto.
"Town" - refers to the Town of Morristown.
3
SECTION 1
INTRODUCTION AND GENERAL INFORMATION
Section 1.1.
Introduction and Purpose.
The Town is soliciting Qualification Statements from interested persons and/or firms for the provision of Legal Services-
Conflict Public Defender as more particularly described herein. Through a Request for Qualification process described
herein, persons and/or firms interested in assisting the Town with the provision of such services must prepare and submit
a Qualification Statement in accordance with the procedures and schedules in this RFQ. The Town will review
Qualification Statements only from those firms that submit a Qualification Statement which includes all the information
required to be included as described herein (in the sole judgment of the Town). The Town intends to qualify person(s)
and/or firm(s) that: (a) possesses the professional, financial and administrative capabilities to provide the proposed
services, and (b) will agree to work under the compensation terms and conditions determined by the Town to provide
the greatest benefit to the taxpayers of Morristown.
Section 1.2.
Procurement Process and Schedule.
The selection of Qualified Respondents is not subject to the bidding provisions of the Local Public Contracts Law,
N.J.S.A. 40A:11-1 et seq. The Town has structured a procurement process that seeks to obtain the desired results
described above, while establishing a competitive process to assure that each person and/or firm is provided with an
equal opportunity to submit a Qualification Statement in response to the RFQ. Qualification Statements will be evaluated
in accordance with the criteria set forth in Section 5 of this RFQ, which will be applied in the same manner to each
Qualification Statement received. Respondents agree to at all times abide by all requirements of New Jersey law.
Qualification Statements will be reviewed and evaluated by the Town Administration and its legal and/or financial
advisors (collectively, the "Review Team"). The Qualification Statements will be reviewed to determine if the
Respondent has met the minimum professional, administrative and financial criteria described in this RFQ. Under no
circumstances will a member of the Review Team review responses to an RFQ for a position which they or their firm
submitted a response. Based upon the totality of the information contained in the Qualification Statement, including
information about the reputation and experience of each Respondent, the Town will (in its sole judgment) determine
which Respondents are qualified from professional, administrative and financial standpoints. Each Respondent that
meets the requirements of the RFQ (in the sole judgment of the Town) will be designated as a Qualified Respondent and
will be given the opportunity to participate in the selection process determined by the Town.
The RFQ process commences with the issuance of this RFQ. The steps involved in the process and the anticipated
completion dates are set forth in Table 1, Procurement Schedule. The Town reserves the right to, among other things,
amend, modify or alter the Procurement Schedule upon notice to all potential Respondents.
All communications concerning this RFQ or the RFQ process shall be directed to the Town’s Designated Contact Person,
in writing.
Designated Contact Person:
Jillian Barrick, Business Administrator
Town of Morristown
200 South St. CN914, Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
4
Qualification Statements must be submitted to, and be received by, the Town, by hand delivery or regular mail, by 4:00
p.m. prevailing time on December 5, 2024. Qualification Statements will not be accepted by facsimile transmission or
e-mail.
Subsequent to issuance of this RFQ, the Town (through the issuance of addenda to all firms that have received a copy of
the RFQ) may modify, supplement or amend the provisions of this RFQ in order to respond to inquiries received from
prospective Respondents or as otherwise deemed necessary or appropriate by, and in the sole judgment of, the Town.
TABLE 1
ANTICIPATED PROCUREMENT SCHEDULE
ACTIVITY
DATE
1. Issuance of Request for Qualifications
November 7, 2024
2. Receipt of Qualification Statements
December 5, 2024
3. Completion of Evaluation of Qualification Statements by the Review Team December 19, 2024
4. Town Review of Review Team Recommendations
December 27, 2024
5. Approval of Professional Services Resolutions by Town Council
January 14, 2025
Section 1.3.
Conditions Applicable to RFQ.
Upon submission of a Qualification Statement in response to this RFQ, the Respondent acknowledges and consents to
the following conditions relative to the submission and review and consideration of its Qualification Statement:
•
This document is an RFQ and does not constitute an RFP.
•
This RFQ does not commit the Town to issue an RFP.
•
All costs incurred by the Respondent in connection with responding to this RFQ shall be borne solely
by the Respondent.
•
The Town reserves the right, in its sole judgment, to reject for any reason, any and all responses and
components thereof and to eliminate any and all Respondents responding to this RFQ from further
consideration for this procurement.
•
The Town reserves the right, in its sole judgment, to reject any Respondent that submits incomplete
responses to this RFQ, or a Qualification Statement that is not responsive to the requirements of this
RFQ.
•
The Town reserves the right, without prior notice, to supplement, amend, or otherwise modify this RFQ,
or otherwise request additional information.
•
All Qualification Statements shall become the property of the Town and will not be returned.
•
All Qualification Statements will be made available to the public at the appropriate time, as determined
by the Town, in the exercise of its sole discretion, in accordance with applicable law.
5
•
The Town may request Respondents to send representatives to the Town for interviews.
•
Any and all Qualification Statements not received by the Town by 4:00 p.m. prevailing time on
December 5, 2024 will be rejected.
•
Neither the Town, its consultants or advisors, nor their respective staffs, including, but not limited to,
the Review Team, shall be liable for any claims or damages resulting from the solicitation or preparation
of the Qualification Statement, nor will there be any reimbursement to Respondents for the cost of
preparing and submitting a Qualification Statement or for participating in this procurement process.
Section 1.4.
Rights of Town.
The Town reserves, holds and may exercise, at its sole discretion, the following rights and options with regard to this
RFQ and the procurement process in accordance with the provisions of applicable law:
•
To determine that any Qualification Statement received complies or fails to comply with the terms of
this RFQ.
•
To supplement, amend or otherwise modify the RFQ through issuance of addenda to all prospective
Respondents who have received a copy of this RFQ.
•
To waive any technical non-conformance with the terms of this RFQ.
•
To change or alter the schedule for any events called for in this RFQ upon the issuance of notice to all
prospective Respondents who have received a copy of this RFQ.
•
To conduct investigations of any or all of the Respondents, as the Town deems necessary or convenient,
to clarify the information provided as part of the Qualification Statement and to request additional
information to support the information included in any Qualification Statement.
•
To suspend or terminate the procurement process described in this RFQ at any time in the Town’s sole
discretion. If terminated, the Town may determine to commence a new procurement process or exercise
any other rights provided under applicable law without any obligation to the Respondents.
The Town shall be under no obligation to complete all or any portion of the procurement process described in this RFQ.
Section 1.5
Addenda or Amendments to RFQ.
During the period provided for the preparation of responses to the RFQ, the Town may issue addenda, amendments or
answers to written inquiries. Those addenda will be noticed by the Town and will constitute a part of the RFQ. All
responses to the RFQ shall be prepared with full consideration of the addenda issued prior to the proposal submission
date.
Section 1.6
Cost of Proposal Preparation.
Each proposal and all information required to be submitted pursuant to the RFQ shall be prepared at the sole cost and
expense of the respondent. There shall be no claims whatsoever against the Town, its staff, its consultants or such
6
consultant’s staff, for reimbursement for the payment of costs or expenses incurred in the preparation of the Qualification
Statement or other information required by the RFQ.
Section 1.7
Proposal Format.
Responses should cover all information requested in the questions to be answered in this RFQ.
Responses which in the judgment of the Town fail to meet the requirements of the RFQ or which are in any way
conditional, incomplete, obscure, contain additions or deletions from requested information, or contain errors. may be
rejected.
SECTION 2
SCOPE OF SERVICES
It is the intent of the Town to solicit Qualification Statements from Respondents that have expertise in providing Legal
Services- Conflict Public Defender. Firms and/or persons responding to this RFQ shall be able to demonstrate that
they will have the continuing capabilities to perform these services.
SECTION 3
SUBMISSION REQUIREMENTS
Section 3.1
General Requirements.
The Qualification Statement submitted by the Respondent must meet or exceed the professional, administrative and
financial qualifications set forth in this Section 3 and shall incorporate the information requested below.
In addition to the information required as described below, a Respondent may submit supplemental information that it
believes may be useful in evaluating its Qualification Statement. Respondents are encouraged to be clear, factual, and
concise in their presentation of information.
Section 3.2
Administrative Information Requirements.
The Respondent shall, as part of its Qualification Statement, provide the following information:
1.
An executive summary (not to exceed two (2) pages) of the information contained in all the other parts
of the Qualification Statement.
2.
An executed Letter of Qualification (See Appendix A to this RFQ).
3.
Name, address and telephone number of the firm or firms submitting the Qualification Statement
pursuant to this RFQ, and the name of the key contact person.
4.
A description of the business organization (i.e., corporation, partnership, joint venture, etc.) of each firm,
its ownership and its organizational structure.
7
(a)
Provide the names and business addresses of all Principals of the firm or firms submitting the
Qualification Statement. For purposes of this RFQ, "Principals" means persons possessing an
ownership interest in the Respondent. If the Respondent is a corporation, "Principals" shall
include each investor who would have any amount of operational control over the Respondent
and every stockholder having an ownership interest of ten percent (10%) or more in the firm.
(b)
If a firm is a partially owned or a fully-owned subsidiary of another firm, identify the parent
company and describe the nature and extent of the parents' approval rights over the activities of
the firm submitting a Qualification Statement. Describe the approval process.
(c)
If the Respondent is a partnership or a joint venture or similar organization, provide comparable
information as required in (b) above for each member of the partnership, joint venture or similar
organization.
(d)
A statement that the Respondent has complied with all applicable affirmative action (or similar)
requirements with respect to its business activities, together with evidence of such compliance
5.
An executed Letter of Intent (See Appendix B).
6.
An executed Payment Conditions and Rate Schedules Form (See Appendix C).
7.
An executed Americans with Disabilities Act of 1990 Acknowledgement Form (See Appendix D).
8.
The number of years the business organization has been in business under its present name.
9.
The number of years the business organization has been under its current management.
10.
Any judgments, claims or suits within the last three (3) years in which Respondent has been adjudicated
liable for professional malpractice. If yes, please explain.
11.
Whether the business organization is now or has been involved in any bankruptcy or re-organization
proceedings in the last ten (10) years. If yes, please explain.
12.
Confirm appropriate federal and state licenses to perform activities. Submit a copy of the Firm’s Business
Registration Certificate.
Section 3.3
Professional Information Requirements.
1.
Respondent shall submit a description of its overall experience in providing the type of services
sought in the RFQ. At a minimum, the following information on past experience should be included as
appropriate to the RFQ:
a.
Description and scope of work by Respondent;
b.
Name, address and contact information of references; and
c.
Explanation of perceived relevance of the experience to the RFQ.
8
2.
Describe the services that Respondent would perform directly.
3.
Describe those portions of the Respondent’s services, if any, that are sub-contracted out.
Identify all subcontractors the Respondent anticipates using in connection with this project.
4.
Does the Respondent normally employ union or non-union employees?
5.
Resumes of key employees.
6.
A narrative statement of the Respondent’s understanding of the Town’s needs and goals.
7.
List all immediate relatives of Principal(s) of Respondent who are Town employees or elected
officials of the Town. For purposes of the above, “immediate relative” means a spouse, parent,
stepparent, brother, sister, child, stepchild, direct-line aunt or uncle, grandparent, grandchild, and in-
laws by reason of relation.
SECTION 4
INSTRUCTIONS TO RESPONDENTS
Section 4.1
Submission of Qualification Statements.
Respondents must submit an original and one (1) copy of their Qualification Statement to the Designated Contact Person:
Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
Qualification Statements must be received by the Town no later than 4:00 p.m. (prevailing time) on December 5, 2024
and must be mailed or hand-delivered. Qualification Statements forwarded by facsimile or e-mail will not be accepted.
To be responsive, Qualification Statements must provide all requested information, and must be in strict conformance
with the instructions set forth herein. Qualification Statements and all related information must be bound, and signed
and acknowledged by the Respondent.
9
SECTION 5
EVALUATION
The Town’s objective in soliciting Qualification Statements is to enable it to select a firm or organization that will
provide high quality and cost effective services to the citizens of Morristown. The Town will consider Qualification
Statements only from firms or organizations that, in the Town’s judgment, have demonstrated the capability and
willingness to provide high quality services to the citizens of the Town in the manner described in this RFQ.
Proposals will be evaluated by the Town on the basis of the most advantageous, all relevant factors considered. The
evaluation will consider:
1.
Experience and reputation in the field;
2.
Knowledge of the Town and the subject matter addressed under the contract;
3.
Availability to accommodate the required meetings of the Town; and
4.
Other factors demonstrated to be in the best interest of the Town.
10
APPENDIX A
LETTER OF QUALIFICATION
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned has reviewed its Qualification Statement submitted in response to the Request for
Qualifications (RFQ) issued by the Town of Morristown ("Town"), dated __________________, in connection with the
Town’s need for Legal Services – Conflict Public Defender.
We affirm that the contents of our Qualification Statement (which Qualification Statement is incorporated herein
by reference), are accurate, factual and complete to the best of our knowledge and belief and that the Qualification
Statement is submitted in good faith upon the express understanding that any false statement may result in the
disqualification of (Name of Respondent).
(Respondent shall sign and complete the spaces provided below. If a joint venture, appropriate officers of each
company shall sign.)
(Signature of Chief
Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ___________________
11
APPENDIX B
LETTER OF INTENT
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned, as Respondent, has (have) submitted the attached Qualification Statement in response to a Request for
Qualifications (RFQ), issued by the Town of Morristown ("Town"), dated __________________in connection with the
Town’s need for Legal Services – Conflict Public Defender.
(Name of Respondent) HEREBY STATES:
1.
The Qualification Statement contains accurate, factual and complete information.
2.
(Name of Respondent) agrees (agrees) to participate in good faith in the procurement process as described
in the RFQ and to adhere to the Town's procurement schedule.
3.
(Name of Respondent) acknowledges (acknowledge) that all costs incurred by it (them) in connection with
the preparation and submission of the Qualification Statement and any proposal prepared and submitted in
response to the RFQ, or any negotiation which results therefrom shall be borne exclusively by the
Respondent.
4.
(Name of Respondent) hereby declares (declare) that the only persons participating in this Qualification
Statement as Principals are named herein and that no person other than those herein mentioned has any
participation in this Qualification Statement or in any contract to be entered into with respect thereto.
Additional persons may subsequently be included as participating Principals, but only if acceptable to the
Town. (Name of Respondent) declares that this Qualification Statement is made without connection with
any other person, firm or parties who has submitted a Qualification Statement, except as expressly set forth
below and that it has been prepared and has been submitted in good faith and without collusion or fraud.
5.
(Name of Respondent) acknowledges and agrees that the Town may modify, amend, suspend and/or
terminate the procurement process (in its sole judgment). In any case, the Town shall not have any liability
to the Respondent for any costs incurred by the Respondent with respect to the procurement activities
described in this RFQ.
6.
(Name of Respondent) acknowledges that any contract executed with respect to the provision of Legal
Services – Conflict Public Defender must comply with all applicable affirmative action and similar laws.
Respondent hereby agrees to take such actions as are required in order to comply with such applicable laws.
(Respondent shall sign and complete the space provided below. If a joint venture, appropriate officers of each company shall
sign.)
(Signature of Chief Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ________________
12
APPENDIX C
PAYMENT CONDITIONS AND RATE SCHEDULES
1.
The compensation for Legal Services- Conflict Public Defender shall be Three Hundred Dollars
($300.00) per Municipal Court Session.
2.
Counsel shall be reimbursed at cost for expenses incurred for duplication, filing fees, court reporters and
other reasonable out-of-pocket expenses advanced and/or incurred by counsel. Counsel shall be reimbursed for
direct charges including disbursements that are actual expenses incurred by the Professional and or/their
associated Firm in connection with such Legal Services- Conflict Public Defender, and shall include, but not be
limited to:
a.
Telegrams, faxes and long distance (Out-of-State) telephone calls;
b.
Payment of filing fees, application fees, review fees and similar charges;
c.
Computer expenses including time and proprietary program charges;
d.
Outside printing, reproduction, binding, collating and other graphic services;
e.
Messenger service, postage and handling of drawing and specifications, reports,
contracts and other bulky items.
3.
Monthly invoices shall be submitted detailing all services performed.
Signature: The undersigned hereby acknowledges and accepts the established payment terms.
Name of Respondent/Firm:__________________________________
Print name and title:________________________________________
Signature:________________________________________________
Date:____________________________________________________
ATTEST:
________________________________
Witness
13
APPENDIX D
AMERICANS WITH DISABILITIES ACT OF 1990
ACKNOWLEDGEMENT FORM
This form is an agreement of the successful Vendor’s obligation to comply with the requirements of 42 U.S.C.
§121.01 et seq., referred to as the Americans Disability Act of 1990.
The undersigned Vendor hereby acknowledges receipt of the Americans with Disabilities Act of 1990 found at
Appendix B of this packet.
The undersigned Vendor hereby certifies that he/she is aware of the commitment to comply with the requirements
of 42 U.S.C. §121.01 et seq. and agrees to furnish any required forms as evidence of compliance.
The undersigned Vendor further certifies that he/she understands that his/her proposal shall be rejected as non-
responsive and any contract entered into shall be void and of no effect if said Vendor fails to comply with the
requirements of 42 U.S.C. §121.01 et seq.
COMPANY:___________________________ TITLE:______________________________
PRINT NAME: __________________________SIGNATURE:_______________________________
DATE: ______________________
--- Document: 2024 RFQ for 2025 Legal Services-General Legal Services.pdf ---
NOTE: The Town of Morristown will consider proposals only from firms or organizations that have
demonstrated the capability and willingness to provide high quality services in the manner described
in this Request for Qualifications.
REQUEST FOR QUALIFICATIONS
FOR THE PROVISION OF GENERAL LEGAL SERVICES
ISSUE DATE: November 7, 2024
DUE DATE: December 5, 2024
Issued by:
Town of Morristown
2
GLOSSARY
The following definitions shall apply to and are used in this Request for Qualifications:
"Principals" means persons possessing an ownership interest in the Respondent. If the Respondent is a corporation,
"Principals" shall include each investor who would have any amount of operational control over the Respondent and
every stockholder having an ownership interest of ten percent (10%) or more in the firm.
"Qualification Statement" - refers to the complete responses to this RFQ submitted by the Respondents.
"Qualified Respondent" - refers to those Respondents who (in the sole judgment of the Town) have satisfied the
qualification criteria set forth in this RFQ.
"Respondent" or "Respondents" - refers to the interested firm(s) that submit a Qualification Statement.
“Review Team” – Members of the Town Administration and its legal and/or financial advisors who shall review the
Qualification Statements.
"RFQ" - refers to this Request for Qualifications, including any amendments thereof or supplements thereto.
"Town" - refers to the Town of Morristown.
3
SECTION 1
INTRODUCTION AND GENERAL INFORMATION
Section 1.1.
Introduction and Purpose.
The Town is soliciting Qualification Statements from interested persons and/or firms for the provision of General
Legal Services, as more particularly described herein. Through a Request for Qualification process described herein,
persons and/or firms interested in assisting the Town with the provision of such services must prepare and submit a
Qualification Statement in accordance with the procedures and schedules in this RFQ. The Town will review
Qualification Statements only from those firms that submit a Qualification Statement which includes all the information
required to be included as described herein (in the sole judgment of the Town). The Town intends to qualify person(s)
and/or firm(s) that: (a) possesses the professional, financial and administrative capabilities to provide the proposed
services, and (b) will agree to work under the compensation terms and conditions determined by the Town to provide
the greatest benefit to the taxpayers of Morristown.
Section 1.2.
Procurement Process and Schedule.
The selection of Qualified Respondents is not subject to the bidding provisions of the Local Public Contracts Law,
N.J.S.A. 40A:11-1 et seq. The Town has structured a procurement process that seeks to obtain the desired results
described above, while establishing a competitive process to assure that each person and/or firm is provided with an
equal opportunity to submit a Qualification Statement in response to the RFQ. Qualification Statements will be
evaluated in accordance with the criteria set forth in Section 5 of this RFQ, which will be applied in the same manner
to each Qualification Statement received. Respondents agree to at all times abide by all requirements of New Jersey
law.
Qualification Statements will be reviewed and evaluated by the Town Administration and its legal and/or financial
advisors (collectively, the "Review Team"). The Qualification Statements will be reviewed to determine if the
Respondent has met the minimum professional, administrative and financial criteria described in this RFQ. Under no
circumstances will a member of the Review Team review responses to an RFQ for a position which they or their firm
submitted a response. Based upon the totality of the information contained in the Qualification Statement, including
information about the reputation and experience of each Respondent, the Town will (in its sole judgment) determine
which Respondents are qualified from professional, administrative and financial standpoints. Each Respondent that
meets the requirements of the RFQ (in the sole judgment of the Town) will be designated as a Qualified Respondent
and will be given the opportunity to participate in the selection process determined by the Town.
The RFQ process commences with the issuance of this RFQ. The steps involved in the process and the anticipated
completion dates are set forth in Table 1, Procurement Schedule. The Town reserves the right to, among other things,
amend, modify or alter the Procurement Schedule upon notice to all potential Respondents.
All communications concerning this RFQ or the RFQ process shall be directed to the Town’s Designated Contact
Person, in writing.
4
Designated Contact Person:
Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
Qualification Statements must be submitted to, and be received by, the Town, by hand delivery or regular mail, by 4:00
p.m. prevailing time on December 5, 2024. Qualification Statements will not be accepted by facsimile transmission
or e-mail.
Subsequent to issuance of this RFQ, the Town (through the issuance of addenda to all firms that have received a copy
of the RFQ) may modify, supplement or amend the provisions of this RFQ in order to respond to inquiries received
from prospective Respondents or as otherwise deemed necessary or appropriate by, and in the sole judgment of, the
Town.
TABLE 1
ANTICIPATED PROCUREMENT SCHEDULE
ACTIVITY
DATE
1. Issuance of Request for Qualifications
November 7, 2024
2. Receipt of Qualification Statements
December 5, 2024
3. Completion of Evaluation of Qualification Statements by the Review Team December 19, 2024
4. Town Review of Review Team Recommendations
December 27, 2024
5. Approval of Professional Services Resolutions by Town Council
January 14, 2025
Section 1.3.
Conditions Applicable to RFQ.
Upon submission of a Qualification Statement in response to this RFQ, the Respondent acknowledges and consents to
the following conditions relative to the submission and review and consideration of its Qualification Statement:
•
This document is an RFQ and does not constitute an RFP.
•
This RFQ does not commit the Town to issue an RFP.
•
All costs incurred by the Respondent in connection with responding to this RFQ shall be borne solely
by the Respondent.
•
The Town reserves the right, in its sole judgment, to reject for any reason, any and all responses and
components thereof and to eliminate any and all Respondents responding to this RFQ from further
consideration for this procurement.
5
•
The Town reserves the right, in its sole judgment, to reject any Respondent that submits incomplete
responses to this RFQ, or a Qualification Statement that is not responsive to the requirements of this
RFQ.
•
The Town reserves the right, without prior notice, to supplement, amend, or otherwise modify this
RFQ, or otherwise request additional information.
•
All Qualification Statements shall become the property of the Town and will not be returned.
•
All Qualification Statements will be made available to the public at the appropriate time, as determined
by the Town, in the exercise of its sole discretion, in accordance with applicable law.
•
The Town may request Respondents to send representatives to the Town for interviews.
•
Any and all Qualification Statements not received by the Town by 4:00 p.m. prevailing time on
December 5, 2024 will be rejected.
•
Neither the Town, its consultants or advisors, nor their respective staffs, including, but not limited to,
the Review Team, shall be liable for any claims or damages resulting from the solicitation or
preparation of the Qualification Statement, nor will there be any reimbursement to Respondents for
the cost of preparing and submitting a Qualification Statement or for participating in this procurement
process.
Section 1.4.
Rights of Town.
The Town reserves, holds and may exercise, at its sole discretion, the following rights and options with regard to this
RFQ and the procurement process in accordance with the provisions of applicable law:
•
To determine that any Qualification Statement received complies or fails to comply with the terms of
this RFQ.
•
To supplement, amend or otherwise modify the RFQ through issuance of addenda to all prospective
Respondents who have received a copy of this RFQ.
•
To waive any technical non-conformance with the terms of this RFQ.
•
To change or alter the schedule for any events called for in this RFQ upon the issuance of notice to all
prospective Respondents who have received a copy of this RFQ.
•
To conduct investigations of any or all of the Respondents, as the Town deems necessary or
convenient, to clarify the information provided as part of the Qualification Statement and to request
additional information to support the information included in any Qualification Statement.
•
To suspend or terminate the procurement process described in this RFQ at any time in the Town’s sole
discretion. If terminated, the Town may determine to commence a new procurement process or
exercise any other rights provided under applicable law without any obligation to the Respondents.
6
The Town shall be under no obligation to complete all or any portion of the procurement process described in this
RFQ.
Section 1.5
Addenda or Amendments to RFQ.
During the period provided for the preparation of responses to the RFQ, the Town may issue addenda, amendments or
answers to written inquiries. Those addenda will be noticed by the Town and will constitute a part of the RFQ. All
responses to the RFQ shall be prepared with full consideration of the addenda issued prior to the proposal submission
date.
Section 1.6
Cost of Proposal Preparation.
Each proposal and all information required to be submitted pursuant to the RFQ shall be prepared at the sole cost and
expense of the respondent. There shall be no claims whatsoever against the Town, its staff, its consultants or such
consultants’ staff, for reimbursement for the payment of costs or expenses incurred in the preparation of the
Qualification Statement or other information required by the RFQ.
Section 1.7
Proposal Format.
Responses should cover all information requested in the questions to be answered in this RFQ.
Responses which in the judgment of the Town fail to meet the requirements of the RFQ or which are in any way
conditional, incomplete, obscure, contain additions or deletions from requested information, or contain errors. may be
rejected.
SECTION 2
SCOPE OF SERVICES
It is the intent of the Town to solicit Qualification Statements from Respondents that have expertise in the provision of
General Municipal Legal Services. Firms and/or persons responding to this RFQ shall be able to demonstrate that
they will have the continuing capabilities to perform these services.
SECTION 3
SUBMISSION REQUIREMENTS
Section 3.1
General Requirements.
The Qualification Statement submitted by the Respondent must meet or exceed the professional, administrative and
financial qualifications set forth in this Section 3 and shall incorporate the information requested below.
In addition to the information required as described below, a Respondent may submit supplemental information that it
believes may be useful in evaluating its Qualification Statement. Respondents are encouraged to be clear, factual, and
concise in their presentation of information.
7
Section 3.2
Administrative Information Requirements.
The Respondent shall, as part of its Qualification Statement, provide the following information:
1.
An executive summary (not to exceed two (2) pages) of the information contained in all the other parts
of the Qualification Statement.
2.
An executed Letter of Qualification (See Appendix A to this RFQ).
3.
Name, address and telephone number of the firm or firms submitting the Qualification Statement
pursuant to this RFQ, and the name of the key contact person.
4.
A description of the business organization (i.e., corporation, partnership, joint venture, etc.) of each
firm, its ownership and its organizational structure.
(a)
Provide the names and business addresses of all Principals of the firm or firms submitting the
Qualification Statement. For purposes of this RFQ, "Principals" means persons possessing an
ownership interest in the Respondent. If the Respondent is a corporation, "Principals" shall
include each investor who would have any amount of operational control over the Respondent
and every stockholder having an ownership interest of ten percent (10%) or more in the firm.
(b)
If a firm is a partially owned or a fully-owned subsidiary of another firm, identify the parent
company and describe the nature and extent of the parents' approval rights over the activities
of the firm submitting a Qualification Statement. Describe the approval process.
(c)
If the Respondent is a partnership or a joint venture or similar organization, provide
comparable information as required in (b) above for each member of the partnership, joint
venture or similar organization.
(d)
A statement that the Respondent has complied with all applicable affirmative action (or
similar) requirements with respect to its business activities, together with evidence of such
compliance
5.
An executed Letter of Intent (See Appendix B).
6.
An executed Payment Conditions and Rate Schedules Form (See Appendix C).
7.
An executed Americans with Disabilities Act of 1990 Acknowledgement Form (See Appendix D).
8.
The number of years the business organization has been in business under its present name.
9.
The number of years the business organization has been under its current management.
10.
Any judgments, claims or suits within the last three (3) years in which Respondent has been adjudicated liable for
professional malpractice. If yes, please explain.
11.
Whether the business organization is now or has been involved in any bankruptcy or re-organization
proceedings in the last ten (10) years. If yes, please explain.
8
12.
Confirm appropriate federal and state licenses to perform activities. Submit a copy of the Firm’s Business
Registration Certificate.
Section 3.3
Professional Information Requirements.
1.
Respondent shall submit a description of its overall experience in providing the type of services sought
in the RFQ. At a minimum, the following information on past experience should be included as
appropriate to the RFQ:
a.
Description and scope of work by Respondent;
b.
Name, address and contact information of references; and
c.
Explanation of perceived relevance of the experience to the RFQ.
2.
Describe the services that Respondent would perform directly.
3.
Describe those portions of the Respondent’s services, if any, that are sub-contracted out.
Identify all subcontractors the Respondent anticipates using in connection with this project.
4.
Does the Respondent normally employ union or non-union employees?
5.
Resumes of key employees.
6.
A narrative statement of the Respondent’s understanding of the Town’s needs and goals.
7.
List all immediate relatives of Principal(s) of Respondent who are Town employees or elected
officials of the Town. For purposes of the above, “immediate relative” means a spouse, parent,
stepparent, brother, sister, child, stepchild, direct-line aunt or uncle, grandparent, grandchild, and in-
laws by reason of relation.
SECTION 4
INSTRUCTIONS TO RESPONDENTS
Section 4.1
Submission of Qualification Statements.
Respondents must submit an original and one (1) copy of their Qualification Statement to the Designated Contact
Person:
Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
Qualification Statements must be received by the Town no later than 4:00 p.m. (prevailing time) on December 5, 2024
and must be mailed or hand-delivered. Qualification Statements forwarded by facsimile or e-mail will not be accepted.
9
To be responsive, Qualification Statements must provide all requested information, and must be in strict conformance
with the instructions set forth herein. Qualification Statements and all related information must be bound, and signed
and acknowledged by the Respondent.
SECTION 5
EVALUATION
The Town’s objective in soliciting Qualification Statements is to enable it to select a firm or organization that
will provide high quality and cost effective services to the citizens of Morristown. The Town will consider
Qualification Statements only from firms or organizations that, in the Town’s judgment, have demonstrated the
capability and willingness to provide high quality services to the citizens of the Town in the manner described in this
RFQ.
Proposals will be evaluated by the Town on the basis of the most advantageous, all relevant factors considered.
The evaluation will consider:
1.
Experience and reputation in the field;
2.
Knowledge of the Town and the subject matter addressed under the contract;
3.
Availability to accommodate the required meetings of the Town; and
4.
Other factors demonstrated to be in the best interest of the Town.
10
APPENDIX A
LETTER OF QUALIFICATION
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned has reviewed its Qualification Statement submitted in response to the Request for Qualifications
(RFQ) issued by the Town of Morristown ("Town"), dated __________________, in connection with the Town’s need
for General Legal Services.
We affirm that the contents of our Qualification Statement (which Qualification Statement is incorporated herein by
reference), are accurate, factual and complete to the best of our knowledge and belief and that the Qualification
Statement is submitted in good faith upon the express understanding that any false statement may result in the
disqualification of (Name of Respondent).
(Respondent shall sign and complete the spaces provided below. If a joint venture, appropriate officers of each
company shall sign.)
(Signature of Chief
Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ___________________
11
APPENDIX B
LETTER OF INTENT
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned, as Respondent, has (have) submitted the attached Qualification Statement in response to a Request for
Qualifications (RFQ), issued by the Town of Morristown ("Town"), dated __________________in connection with the
Town’s need for General Legal Services.
(Name of Respondent) HEREBY STATES:
1.
The Qualification Statement contains accurate, factual and complete information.
2.
(Name of Respondent) agrees (agrees) to participate in good faith in the procurement process as described
in the RFQ and to adhere to the Town's procurement schedule.
3.
(Name of Respondent) acknowledges (acknowledge) that all costs incurred by it (them) in connection with
the preparation and submission of the Qualification Statement and any proposal prepared and submitted in
response to the RFQ, or any negotiation which results therefrom shall be borne exclusively by the
Respondent.
5.
(Name of Respondent) hereby declares (declare) that the only persons participating in this Qualification
Statement as Principals are named herein and that no person other than those herein mentioned has any
participation in this Qualification Statement or in any contract to be entered into with respect thereto.
Additional persons may subsequently be included as participating Principals, but only if acceptable to the
Town. (Name of Respondent) declares that this Qualification Statement is made without connection with
any other person, firm or parties who has submitted a Qualification Statement, except as expressly set forth
below and that it has been prepared and has been submitted in good faith and without collusion or fraud.
6.
(Name of Respondent) acknowledges and agrees that the Town may modify, amend, suspend and/or
terminate the procurement process (in its sole judgment). In any case, the Town shall not have any liability
to the Respondent for any costs incurred by the Respondent with respect to the procurement activities
described in this RFQ.
7.
(Name of Respondent) acknowledges that any contract executed with respect to the provision of General
Legal Services must comply with all applicable affirmative action and similar laws. Respondent hereby
agrees to take such actions as are required in order to comply with such applicable laws.
(Respondent shall sign and complete the space provided below. If a joint venture, appropriate officers of each company shall
sign.)
(Signature of Chief Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ________________
12
APPENDIX C
PAYMENT CONDITIONS AND RATE SCHEDULES
1.
The hourly rate for General Legal Services shall be One Hundred and Fifty Dollars ($150.00) an hour
for attorneys and One Hundred Dollars ($100.00) an hour for paralegals and clerks.
2.
Counsel shall be reimbursed at cost for expenses incurred for duplication, filing fees, court reporters and
other reasonable out-of-pocket expenses advanced and/or incurred by counsel. Counsel shall be reimbursed for
direct charges including disbursements that are actual expenses incurred by the Professional and or/their
associated Firm in connection with such legal services, and shall include, but not be limited to:
a.
Telegrams, faxes and long distance (Out-of-State) telephone calls;
b.
Payment of filing fees, application fees, review fees and similar charges;
c.
Computer expenses including time and proprietary program charges;
d.
Outside printing, reproduction, binding, collating and other graphic services;
e.
Messenger service, postage and handling of drawing and specifications, reports,
contracts and other bulky items.
3.
Monthly invoices shall be submitted detailing all services performed.
Signature: The undersigned hereby acknowledges and accepts the established payment terms.
Name of Respondent/Firm:__________________________________
Print name and title:________________________________________
Signature:________________________________________________
Date:____________________________________________________
ATTEST:
________________________________
Witness
13
APPENDIX D
AMERICANS WITH DISABILITIES ACT OF 1990
ACKNOWLEDGEMENT FORM
This form is an agreement of the successful Vendor’s obligation to comply with the requirements of 42 U.S.C.
§121.01 et seq., referred to as the Americans Disability Act of 1990.
The undersigned Vendor hereby acknowledges receipt of the Americans with Disabilities Act of 1990 found at
Appendix B of this packet.
The undersigned Vendor hereby certifies that he/she is aware of the commitment to comply with the requirements
of 42 U.S.C. §121.01 et seq. and agrees to furnish any required forms as evidence of compliance.
The undersigned Vendor further certifies that he/she understands that his/her proposal shall be rejected as non-
responsive and any contract entered into shall be void and of no effect if said Vendor fails to comply with the
requirements of 42 U.S.C. §121.01 et seq.
COMPANY:___________________________ TITLE:______________________________
PRINT NAME: __________________________SIGNATURE:_______________________________
DATE: ______________________
--- Document: 2024 RFQ for 2025 Legal Services-Labor Counsel.pdf ---
NOTE: The Town of Morristown will consider proposals only from firms or organizations that have
demonstrated the capability and willingness to provide high quality services in the manner described
in this Request for Qualifications.
REQUEST FOR QUALIFICATIONS
FOR THE PROVISION OF LEGAL SERVICES – LABOR COUNSEL
ISSUE DATE: November 7, 2024
DUE DATE: December 5, 2024
Issued by:
Town of Morristown
2
GLOSSARY
The following definitions shall apply to and are used in this Request for Qualifications:
"Principals" means persons possessing an ownership interest in the Respondent. If the Respondent is a corporation,
"Principals" shall include each investor who would have any amount of operational control over the Respondent and
every stockholder having an ownership interest of ten percent (10%) or more in the firm.
"Qualification Statement" - refers to the complete responses to this RFQ submitted by the Respondents.
"Qualified Respondent" - refers to those Respondents who (in the sole judgment of the Town) have satisfied the
qualification criteria set forth in this RFQ.
"Respondent" or "Respondents" - refers to the interested firm(s) that submit a Qualification Statement.
“Review Team” – Members of the Town Administration and its legal and/or financial advisors who shall review the
Qualification Statements.
"RFQ" - refers to this Request for Qualifications, including any amendments thereof or supplements thereto.
"Town" - refers to the Town of Morristown.
3
SECTION 1
INTRODUCTION AND GENERAL INFORMATION
Section 1.1.
Introduction and Purpose.
The Town is soliciting Qualification Statements from interested persons and/or firms for the provision of Legal
Services-Labor Counsel Legal Services, as more particularly described herein. Through a Request for Qualification
process described herein, persons and/or firms interested in assisting the Town with the provision of such services must
prepare and submit a Qualification Statement in accordance with the procedures and schedules in this RFQ. The Town
will review Qualification Statements only from those firms that submit a Qualification Statement which includes all
the information required to be included as described herein (in the sole judgment of the Town). The Town intends to
qualify person(s) and/or firm(s) that: (a) possesses the professional, financial and administrative capabilities to provide
the proposed services, and (b) will agree to work under the compensation terms and conditions determined by the Town
to provide the greatest benefit to the taxpayers of Morristown.
Section 1.2.
Procurement Process and Schedule.
The selection of Qualified Respondents is not subject to the bidding provisions of the Local Public Contracts Law,
N.J.S.A. 40A:11-1 et seq. The Town has structured a procurement process that seeks to obtain the desired results
described above, while establishing a competitive process to assure that each person and/or firm is provided with an
equal opportunity to submit a Qualification Statement in response to the RFQ. Qualification Statements will be
evaluated in accordance with the criteria set forth in Section 5 of this RFQ, which will be applied in the same manner
to each Qualification Statement received. Respondents agree to at all times abide by all requirements of New Jersey
law.
Qualification Statements will be reviewed and evaluated by the Town Administration and its legal and/or financial
advisors (collectively, the "Review Team"). The Qualification Statements will be reviewed to determine if the
Respondent has met the minimum professional, administrative and financial criteria described in this RFQ. Under no
circumstances will a member of the Review Team review responses to an RFQ for a position which they or their firm
submitted a response. Based upon the totality of the information contained in the Qualification Statement, including
information about the reputation and experience of each Respondent, the Town will (in its sole judgment) determine
which Respondents are qualified from professional, administrative and financial standpoints. Each Respondent that
meets the requirements of the RFQ (in the sole judgment of the Town) will be designated as a Qualified Respondent
and will be given the opportunity to participate in the selection process determined by the Town.
The RFQ process commences with the issuance of this RFQ. The steps involved in the process and the anticipated
completion dates are set forth in Table 1, Procurement Schedule. The Town reserves the right to, among other things,
amend, modify or alter the Procurement Schedule upon notice to all potential Respondents.
All communications concerning this RFQ or the RFQ process shall be directed to the Town’s Designated Contact
Person, in writing.
4
Designated Contact Person:
Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
Qualification Statements must be submitted to, and be received by, the Town, by hand delivery or regular mail, by 4:00
p.m. prevailing time on December 5, 2024. Qualification Statements will not be accepted by facsimile transmission
or e-mail.
Subsequent to issuance of this RFQ, the Town (through the issuance of addenda to all firms that have received a copy
of the RFQ) may modify, supplement or amend the provisions of this RFQ in order to respond to inquiries received
from prospective Respondents or as otherwise deemed necessary or appropriate by, and in the sole judgment of, the
Town.
TABLE 1
ANTICIPATED PROCUREMENT SCHEDULE
ACTIVITY
DATE
1. Issuance of Request for Qualifications
November 7, 2024
2. Receipt of Qualification Statements
December 5, 2024
3. Completion of Evaluation of Qualification Statements by the Review Team December 19, 2024
4. Town Review of Review Team Recommendations
December 27, 2024
5. Approval of Professional Services Resolutions by Town Council
January 14, 2025
Section 1.3.
Conditions Applicable to RFQ.
Upon submission of a Qualification Statement in response to this RFQ, the Respondent acknowledges and consents to
the following conditions relative to the submission and review and consideration of its Qualification Statement:
•
This document is an RFQ and does not constitute an RFP.
•
This RFQ does not commit the Town to issue an RFP.
•
All costs incurred by the Respondent in connection with responding to this RFQ shall be borne solely
by the Respondent.
•
The Town reserves the right, in its sole judgment, to reject for any reason, any and all responses and
components thereof and to eliminate any and all Respondents responding to this RFQ from further
consideration for this procurement.
•
The Town reserves the right, in its sole judgment, to reject any Respondent that submits incomplete
responses to this RFQ, or a Qualification Statement that is not responsive to the requirements of this
RFQ.
5
•
The Town reserves the right, without prior notice, to supplement, amend, or otherwise modify this
RFQ, or otherwise request additional information.
•
All Qualification Statements shall become the property of the Town and will not be returned.
•
All Qualification Statements will be made available to the public at the appropriate time, as determined
by the Town, in the exercise of its sole discretion, in accordance with applicable law.
•
The Town may request Respondents to send representatives to the Town for interviews.
•
Any and all Qualification Statements not received by the Town by 4:00 p.m. prevailing time on
December 5, 2024 will be rejected.
•
Neither the Town, its consultants or advisors, nor their respective staffs, including, but not limited to,
the Review Team, shall be liable for any claims or damages resulting from the solicitation or
preparation of the Qualification Statement, nor will there be any reimbursement to Respondents for
the cost of preparing and submitting a Qualification Statement or for participating in this procurement
process.
Section 1.4.
Rights of Town.
The Town reserves, holds and may exercise, at its sole discretion, the following rights and options with regard to this
RFQ and the procurement process in accordance with the provisions of applicable law:
•
To determine that any Qualification Statement received complies or fails to comply with the terms of
this RFQ.
•
To supplement, amend or otherwise modify the RFQ through issuance of addenda to all prospective
Respondents who have received a copy of this RFQ.
•
To waive any technical non-conformance with the terms of this RFQ.
•
To change or alter the schedule for any events called for in this RFQ upon the issuance of notice to all
prospective Respondents who have received a copy of this RFQ.
•
To conduct investigations of any or all of the Respondents, as the Town deems necessary or
convenient, to clarify the information provided as part of the Qualification Statement and to request
additional information to support the information included in any Qualification Statement.
•
To suspend or terminate the procurement process described in this RFQ at any time in the Town’s sole
discretion. If terminated, the Town may determine to commence a new procurement process or
exercise any other rights provided under applicable law without any obligation to the Respondents.
The Town shall be under no obligation to complete all or any portion of the procurement process described in this
RFQ.
6
Section 1.5
Addenda or Amendments to RFQ.
During the period provided for the preparation of responses to the RFQ, the Town may issue addenda, amendments or
answers to written inquiries. Those addenda will be noticed by the Town and will constitute a part of the RFQ. All
responses to the RFQ shall be prepared with full consideration of the addenda issued prior to the proposal submission
date.
Section 1.6
Cost of Proposal Preparation.
Each proposal and all information required to be submitted pursuant to the RFQ shall be prepared at the sole cost and
expense of the respondent. There shall be no claims whatsoever against the Town, its staff, its consultants or such
consultants’ staff, for reimbursement for the payment of costs or expenses incurred in the preparation of the
Qualification Statement or other information required by the RFQ.
Section 1.7
Proposal Format.
Responses should cover all information requested in the questions to be answered in this RFQ.
Responses which in the judgment of the Town fail to meet the requirements of the RFQ or which are in any way
conditional, incomplete, obscure, contain additions or deletions from requested information, or contain errors. may be
rejected.
SECTION 2
SCOPE OF SERVICES
It is the intent of the Town to solicit Qualification Statements from Respondents that have expertise in the provision of
Legal Services-Labor Counsel. Firms and/or persons responding to this RFQ shall be able to demonstrate that they
will have the continuing capabilities to perform these services.
SECTION 3
SUBMISSION REQUIREMENTS
Section 3.1
General Requirements.
The Qualification Statement submitted by the Respondent must meet or exceed the professional, administrative and
financial qualifications set forth in this Section 3 and shall incorporate the information requested below.
In addition to the information required as described below, a Respondent may submit supplemental information that it
believes may be useful in evaluating its Qualification Statement. Respondents are encouraged to be clear, factual, and
concise in their presentation of information.
Section 3.2
Administrative Information Requirements.
The Respondent shall, as part of its Qualification Statement, provide the following information:
7
1.
An executive summary (not to exceed two (2) pages) of the information contained in all the other parts
of the Qualification Statement.
2.
An executed Letter of Qualification (See Appendix A to this RFQ).
3.
Name, address and telephone number of the firm or firms submitting the Qualification Statement
pursuant to this RFQ, and the name of the key contact person.
4.
A description of the business organization (i.e., corporation, partnership, joint venture, etc.) of each
firm, its ownership and its organizational structure.
(a)
Provide the names and business addresses of all Principals of the firm or firms submitting the
Qualification Statement. For purposes of this RFQ, "Principals" means persons possessing an
ownership interest in the Respondent. If the Respondent is a corporation, "Principals" shall
include each investor who would have any amount of operational control over the Respondent
and every stockholder having an ownership interest of ten percent (10%) or more in the firm.
(b)
If a firm is a partially owned or a fully-owned subsidiary of another firm, identify the parent
company and describe the nature and extent of the parents' approval rights over the activities
of the firm submitting a Qualification Statement. Describe the approval process.
(c)
If the Respondent is a partnership or a joint venture or similar organization, provide
comparable information as required in (b) above for each member of the partnership, joint
venture or similar organization.
(d)
A statement that the Respondent has complied with all applicable affirmative action (or
similar) requirements with respect to its business activities, together with evidence of such
compliance
5.
An executed Letter of Intent (See Appendix B).
6.
An executed Payment Conditions and Rate Schedules Form (See Appendix C).
7.
An executed Americans with Disabilities Act of 1990 Acknowledgement Form (See Appendix D).
8.
The number of years the business organization has been in business under its present name.
9.
The number of years the business organization has been under its current management.
10.
Any judgments, claims or suits within the last three (3) years in which Respondent has been
adjudicated liable for professional malpractice. If yes, please explain.
11.
Whether the business organization is now or has been involved in any bankruptcy or re-organization
proceedings in the last ten (10) years. If yes, please explain.
12.
Confirm appropriate federal and state licenses to perform activities. Submit a copy of the Firm’s
Business Registration Certificate.
8
Section 3.3
Professional Information Requirements.
1.
Respondent shall submit a description of its overall experience in providing the type of services sought
in the RFQ. At a minimum, the following information on past experience should be included as
appropriate to the RFQ:
a.
Description and scope of work by Respondent;
b.
Name, address and contact information of references; and
c.
Explanation of perceived relevance of the experience to the RFQ.
2.
Describe the services that Respondent would perform directly.
3.
Describe those portions of the Respondent’s services, if any, that are sub-contracted out.
Identify all subcontractors the Respondent anticipates using in connection with this project.
4.
Does the Respondent normally employ union or non-union employees?
5.
Resumes of key employees.
6.
A narrative statement of the Respondent’s understanding of the Town’s needs and goals.
7.
List all immediate relatives of Principal(s) of Respondent who are Town employees or elected
officials of the Town. For purposes of the above, “immediate relative” means a spouse, parent,
stepparent, brother, sister, child, stepchild, direct-line aunt or uncle, grandparent, grandchild, and in-
laws by reason of relation.
SECTION 4
INSTRUCTIONS TO RESPONDENTS
Section 4.1
Submission of Qualification Statements.
Respondents must submit an original and one (1) copy of their Qualification Statement to the Designated Contact
Person:
Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
Qualification Statements must be received by the Town no later than 4:00 p.m. (prevailing time) on December 5, 2024
and must be mailed or hand-delivered. Qualification Statements forwarded by facsimile or e-mail will not be accepted.
9
To be responsive, Qualification Statements must provide all requested information, and must be in strict conformance
with the instructions set forth herein. Qualification Statements and all related information must be bound, and signed
and acknowledged by the Respondent.
SECTION 5
EVALUATION
The Town’s objective in soliciting Qualification Statements is to enable it to select a firm or organization that will
provide high quality and cost effective services to the citizens of Morristown. The Town will consider Qualification
Statements only from firms or organizations that, in the Town’s judgment, have demonstrated the capability and
willingness to provide high quality services to the citizens of the Town in the manner described in this RFQ.
Proposals will be evaluated by the Town on the basis of the most advantageous, all relevant factors considered. The
evaluation will consider:
1.
Experience and reputation in the field;
2.
Knowledge of the Town and the subject matter addressed under the contract;
3.
Availability to accommodate the required meetings of the Town; and
4.
Other factors demonstrated to be in the best interest of the Town.
10
APPENDIX A
LETTER OF QUALIFICATION
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this
letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned has reviewed its Qualification Statement submitted in response to the Request for Qualifications
(RFQ) issued by the Town of Morristown ("Town"), dated __________________, in connection with the Town’s
need for Legal Services – Labor Counsel.
We affirm that the contents of our Qualification Statement (which Qualification Statement is incorporated herein
by reference), are accurate, factual and complete to the best of our knowledge and belief and that the Qualification
Statement is submitted in good faith upon the express understanding that any false statement may result in the
disqualification of (Name of Respondent).
(Respondent shall sign and complete the spaces provided below. If a joint venture, appropriate officers of each
company shall sign.)
(Signature of Chief
Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ___________________
11
APPENDIX B
LETTER OF INTENT
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick, Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned, as Respondent, has (have) submitted the attached Qualification Statement in response to a Request for
Qualifications (RFQ), issued by the Town of Morristown ("Town"), dated __________________in connection with the
Town’s need for Legal Services – Labor Counsel.
(Name of Respondent) HEREBY STATES:
1.
The Qualification Statement contains accurate, factual and complete information.
2.
(Name of Respondent) agrees (agrees) to participate in good faith in the procurement process as described
in the RFQ and to adhere to the Town's procurement schedule.
3.
(Name of Respondent) acknowledges (acknowledge) that all costs incurred by it (them) in connection with
the preparation and submission of the Qualification Statement and any proposal prepared and submitted in
response to the RFQ, or any negotiation which results therefrom shall be borne exclusively by the
Respondent.
4.
(Name of Respondent) hereby declares (declare) that the only persons participating in this Qualification
Statement as Principals are named herein and that no person other than those herein mentioned has any
participation in this Qualification Statement or in any contract to be entered into with respect thereto.
Additional persons may subsequently be included as participating Principals, but only if acceptable to the
Town. (Name of Respondent) declares that this Qualification Statement is made without connection with
any other person, firm or parties who has submitted a Qualification Statement, except as expressly set forth
below and that it has been prepared and has been submitted in good faith and without collusion or fraud.
5.
(Name of Respondent) acknowledges and agrees that the Town may modify, amend, suspend and/or
terminate the procurement process (in its sole judgment). In any case, the Town shall not have any liability
to the Respondent for any costs incurred by the Respondent with respect to the procurement activities
described in this RFQ.
6.
(Name of Respondent) acknowledges that any contract executed with respect to the provision of Legal
Services – Labor Counsel must comply with all applicable affirmative action and similar laws.
Respondent hereby agrees to take such actions as are required in order to comply with such applicable laws.
(Respondent shall sign and complete the space provided below. If a joint venture, appropriate officers of each company shall
sign.)
(Signature of Chief Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
12
APPENDIX C
PAYMENT CONDITIONS AND RATE SCHEDULES
1.
The hourly rate for Legal Services-Labor Counsel shall be One Hundred and Fifty Dollars ($150.00) an
hour for attorneys and One Hundred Dollars ($100.00) an hour for paralegals and clerks.
2.
Counsel shall be reimbursed at cost for expenses incurred for duplication, filing fees, court reporters and
other reasonable out-of-pocket expenses advanced and/or incurred by counsel. Counsel shall be
reimbursed for direct charges including disbursements that are actual expenses incurred by the
Professional and or/their associated Firm in connection with such Legal Services-Labor Counsel, and
shall include, but not be limited to:
a.
Telegrams, faxes and long distance (Out-of-State) telephone calls;
b.
Payment of filing, application fees, review fees and similar charges;
c.
Computer expenses including time and proprietary program charges;
d.
Outside printing, reproduction, binding, collating and other graphic services;
e.
Messenger service, postage and handling of drawing and specifications, reports,
contracts and other bulky items.
3.
Monthly invoices shall be submitted detailing all services performed.
Signature: The undersigned hereby acknowledges and accepts the established payment terms.
Name of Respondent/Firm:__________________________________
Print name and title:________________________________________
Signature:________________________________________________
Date:____________________________________________________
ATTEST:
________________________________
Witness
13
APPENDIX D
AMERICANS WITH DISABILITIES ACT OF 1990
ACKNOWLEDGEMENT FORM
This form is an agreement of the successful Vendor’s obligation to comply with the requirements of 42 U.S.C.
§121.01 et seq., referred to as the Americans Disability Act of 1990.
The undersigned Vendor hereby acknowledges receipt of the Americans with Disabilities Act of 1990 found at
Appendix B of this packet.
The undersigned Vendor hereby certifies that he/she is aware of the commitment to comply with the requirements
of 42 U.S.C. §121.01 et seq. and agrees to furnish any required forms as evidence of compliance.
The undersigned Vendor further certifies that he/she understands that his/her proposal shall be rejected as non-
responsive and any contract entered into shall be void and of no effect if said Vendor fails to comply with the
requirements of 42 U.S.C. §121.01 et seq.
COMPANY:___________________________ TITLE:______________________________
PRINT NAME: __________________________SIGNATURE:_______________________________
DATE: ______________________
--- Document: 2024 RFQ for 2025 Legal Services-Redevelopment Attorney.pdf ---
NOTE: The Town of Morristown will consider proposals only from firms or organizations that have
demonstrated the capability and willingness to provide high quality services in the manner described
in this Request for Qualifications.
REQUEST FOR QUALIFICATIONS FOR THE PROVISION OF LEGAL SERVICES-
REDEVELOPMENT ATTORNEY
ISSUE DATE: November 7, 2024
DUE DATE: December 5, 2024
Issued by:
Town of Morristown
2
GLOSSARY
The following definitions shall apply to and are used in this Request for Qualifications:
"Town" - refers to the Town of Morristown.
"Principals" means persons possessing an ownership interest in the Respondent. If the Respondent is a corporation,
"Principals" shall include each investor who would have any amount of operational control over the Respondent and
every stockholder having an ownership interest of ten percent (10%) or more in the firm.
"Qualification Statement" - refers to the complete responses to this RFQ submitted by the Respondents.
"Qualified Respondent" - refers to those Respondents who (in the sole judgment of the Town) have satisfied the
qualification criteria set forth in this RFQ.
"Respondent" or "Respondents" - refers to the interested firm(s) that submit a Qualification Statement.
“Review Team” – Members of the Town Administration and its legal and/or financial advisors who shall review the
Qualification Statements.
"RFQ" - refers to this Request for Qualifications, including any amendments thereof or supplements thereto.
3
SECTION 1
INTRODUCTION AND GENERAL INFORMATION
Section 1.1.
Introduction and Purpose.
The Town is soliciting Qualification Statements from interested persons and/or firms for the provision of Legal
Services-Redevelopment Attorney, as more particularly described herein. Through a Request for Qualification
process described herein, persons and/or firms interested in assisting the Town with the provision of such services must
prepare and submit a Qualification Statement in accordance with the procedures and schedules in this RFQ. The Town
will review Qualification Statements only from those firms that submit a Qualification Statement which includes all
the information required to be included as described herein (in the sole judgment of the Town). The Town intends to
qualify person(s) and/or firm(s) that: (a) possesses the professional, financial and administrative capabilities to provide
the proposed services, and (b) will agree to work under the compensation terms and conditions determined by the Town
to provide the greatest benefit to the taxpayers of Morristown.
Section 1.2.
Procurement Process and Schedule.
The selection of Qualified Respondents is not subject to the bidding provisions of the Local Public Contracts Law,
N.J.S.A. 40A:11-1 et seq. The Town has structured a procurement process that seeks to obtain the desired results
described above, while establishing a competitive process to assure that each person and/or firm is provided with an
equal opportunity to submit a Qualification Statement in response to the RFQ. Qualification Statements will be
evaluated in accordance with the criteria set forth in Section 5 of this RFQ, which will be applied in the same manner
to each Qualification Statement received. Respondents agree to at all times abide by all requirements of New Jersey
law.
Qualification Statements will be reviewed and evaluated by the Town Administration and its legal and/or financial
advisors (collectively, the "Review Team"). The Qualification Statements will be reviewed to determine if the
Respondent has met the minimum professional, administrative and financial criteria described in this RFQ. Under no
circumstances will a member of the Review Team review responses to an RFQ for a position which they or their firm
submitted a response. Based upon the totality of the information contained in the Qualification Statement, including
information about the reputation and experience of each Respondent, the Town will (in its sole judgment) determine
which Respondents are qualified from professional, administrative and financial standpoints. Each Respondent that
meets the requirements of the RFQ (in the sole judgment of the Town) will be designated as a Qualified Respondent
and will be given the opportunity to participate in the selection process determined by the Town.
The RFQ process commences with the issuance of this RFQ. The steps involved in the process and the anticipated
completion dates are set forth in Table 1, Procurement Schedule. The Town reserves the right to, among other things,
amend, modify or alter the Procurement Schedule upon notice to all potential Respondents.
All communications concerning this RFQ or the RFQ process shall be directed to the Town’s Designated Contact
Person, in writing.
4
Designated Contact Person:
Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
Qualification Statements must be submitted to, and be received by, the Town, by hand delivery or regular mail, by 4:00
p.m. prevailing time on December 5, 2024. Qualification Statements will not be accepted by facsimile transmission
or e-mail.
Subsequent to issuance of this RFQ, the Town (through the issuance of addenda to all firms that have received a copy
of the RFQ) may modify, supplement or amend the provisions of this RFQ in order to respond to inquiries received
from prospective Respondents or as otherwise deemed necessary or appropriate by, and in the sole judgment of, the
Town.
TABLE 1
ANTICIPATED PROCUREMENT SCHEDULE
ACTIVITY
DATE
1. Issuance of Request for Qualifications
November 7, 2024
2. Receipt of Qualification Statements
December 5, 2024
3. Completion of Evaluation of Qualification Statements by the Review Team December 19, 2024
4. Town Review of Review Team Recommendations
December 27, 2024
5. Approval of Professional Services Resolutions by Town Council
January 14, 2025
Section 1.3.
Conditions Applicable to RFQ.
Upon submission of a Qualification Statement in response to this RFQ, the Respondent acknowledges and consents to
the following conditions relative to the submission and review and consideration of its Qualification Statement:
•
This document is an RFQ and does not constitute an RFP.
•
This RFQ does not commit the Town to issue an RFP.
•
All costs incurred by the Respondent in connection with responding to this RFQ shall be borne solely
by the Respondent.
•
The Town reserves the right, in its sole judgment, to reject for any reason, any and all responses and
components thereof and to eliminate any and all Respondents responding to this RFQ from further
consideration for this procurement.
•
The Town reserves the right, in its sole judgment, to reject any Respondent that submits incomplete
responses to this RFQ, or a Qualification Statement that is not responsive to the requirements of this
RFQ.
5
•
The Town reserves the right, without prior notice, to supplement, amend, or otherwise modify this
RFQ, or otherwise request additional information.
•
All Qualification Statements shall become the property of the Town and will not be returned.
•
All Qualification Statements will be made available to the public at the appropriate time, as determined
by the Town, in the exercise of its sole discretion, in accordance with applicable law.
•
The Town may request Respondents to send representatives to the Town for interviews.
•
Any and all Qualification Statements not received by the Town by 4:00 p.m. prevailing time on
December 5, 2024 will be rejected.
•
Neither the Town, its consultants or advisors, nor their respective staffs, including, but not limited to,
the Review Team, shall be liable for any claims or damages resulting from the solicitation or
preparation of the Qualification Statement, nor will there be any reimbursement to Respondents for
the cost of preparing and submitting a Qualification Statement or for participating in this procurement
process.
Section 1.4.
Rights of Town.
The Town reserves, holds and may exercise, at its sole discretion, the following rights and options with regard to this
RFQ and the procurement process in accordance with the provisions of applicable law:
•
To determine that any Qualification Statement received complies or fails to comply with the terms of
this RFQ.
•
To supplement, amend or otherwise modify the RFQ through issuance of addenda to all prospective
Respondents who have received a copy of this RFQ.
•
To waive any technical non-conformance with the terms of this RFQ.
•
To change or alter the schedule for any events called for in this RFQ upon the issuance of notice to all
prospective Respondents who have received a copy of this RFQ.
•
To conduct investigations of any or all of the Respondents, as the Town deems necessary or
convenient, to clarify the information provided as part of the Qualification Statement and to request
additional information to support the information included in any Qualification Statement.
•
To suspend or terminate the procurement process described in this RFQ at any time in the Town’s sole
discretion. If terminated, the Town may determine to commence a new procurement process or
exercise any other rights provided under applicable law without any obligation to the Respondents.
The Town shall be under no obligation to complete all or any portion of the procurement process described in this
RFQ.
6
Section 1.5
Addenda or Amendments to RFQ.
During the period provided for the preparation of responses to the RFQ, the Town may issue addenda, amendments or
answers to written inquiries. Those addenda will be noticed by the Town and will constitute a part of the RFQ. All
responses to the RFQ shall be prepared with full consideration of the addenda issued prior to the proposal submission
date.
Section 1.6
Cost of Proposal Preparation.
Each proposal and all information required to be submitted pursuant to the RFQ shall be prepared at the sole cost and
expense of the respondent. There shall be no claims whatsoever against the Town, its staff, its consultants or such
consultants’ staff, for reimbursement for the payment of costs or expenses incurred in the preparation of the
Qualification Statement or other information required by the RFQ.
Section 1.7
Proposal Format.
Responses should cover all information requested in the questions to be answered in this RFQ.
Responses which in the judgment of the Town fail to meet the requirements of the RFQ or which are in any way
conditional, incomplete, obscure, contain additions or deletions from requested information, or contain errors. may be
rejected.
SECTION 2
SCOPE OF SERVICES
It is the intent of the Town to solicit Qualification Statements from Respondents that have expertise in the provision of
Legal Services-Redevelopment Attorney. Firms and/or persons responding to this RFQ shall be able to demonstrate
that they will have the continuing capabilities to perform these services.
SECTION 3
SUBMISSION REQUIREMENTS
Section 3.1
General Requirements.
The Qualification Statement submitted by the Respondent must meet or exceed the professional, administrative and
financial qualifications set forth in this Section 3 and shall incorporate the information requested below.
In addition to the information required as described below, a Respondent may submit supplemental information that it
believes may be useful in evaluating its Qualification Statement. Respondents are encouraged to be clear, factual, and
concise in their presentation of information.
Section 3.2
Administrative Information Requirements.
The Respondent shall, as part of its Qualification Statement, provide the following information:
7
1.
An executive summary (not to exceed two (2) pages) of the information contained in all the other parts
of the Qualification Statement.
2.
An executed Letter of Qualification (See Appendix A to this RFQ).
3.
Name, address and telephone number of the firm or firms submitting the Qualification Statement
pursuant to this RFQ, and the name of the key contact person.
4.
A description of the business organization (i.e., corporation, partnership, joint venture, etc.) of each
firm, its ownership and its organizational structure.
(a)
Provide the names and business addresses of all Principals of the firm or firms submitting the
Qualification Statement. For purposes of this RFQ, "Principals" means persons possessing an
ownership interest in the Respondent. If the Respondent is a corporation, "Principals" shall
include each investor who would have any amount of operational control over the Respondent
and every stockholder having an ownership interest of ten percent (10%) or more in the firm.
(b)
If a firm is a partially owned or a fully-owned subsidiary of another firm, identify the parent
company and describe the nature and extent of the parents' approval rights over the activities
of the firm submitting a Qualification Statement. Describe the approval process.
(c)
If the Respondent is a partnership or a joint venture or similar organization, provide
comparable information as required in (b) above for each member of the partnership, joint
venture or similar organization.
(d)
A statement that the Respondent has complied with all applicable affirmative action (or
similar) requirements with respect to its business activities, together with evidence of such
compliance
5.
An executed Letter of Intent (See Appendix B).
6.
An executed Payment Conditions and Rate Schedules Form (See Appendix C).
7.
An executed Americans with Disabilities Act of 1990 Acknowledgement Form (See Appendix D).
9.
The number of years the business organization has been in business under its present name.
10.
The number of years the business organization has been under its current management.
11.
Any judgments, claims or suits within the last three (3) years in which Respondent has been
adjudicated liable for professional malpractice. If yes, please explain.
12.
Whether the business organization is now or has been involved in any bankruptcy or re-organization
proceedings in the last ten (10) years. If yes, please explain.
13.
Confirm appropriate federal and state licenses to perform activities. Submit a copy of the Firm’s
Business Registration Certificate.
8
Section 3.3
Professional Information Requirements.
1.
Respondent shall submit a description of its overall experience in providing the type of
services sought in the RFQ. At a minimum, the following information on past experience should be
included as appropriate to the RFQ:
a.
Description and scope of work by Respondent;
b.
Name, address and contact information of references; and
c.
Explanation of perceived relevance of the experience to the RFQ.
2.
Describe the services that Respondent would perform directly.
3.
Describe those portions of the Respondent’s services, if any, that are sub-contracted out.
Identify all subcontractors the Respondent anticipates using in connection with this project.
4.
Does the Respondent normally employ union or non-union employees?
5.
Resumes of key employees.
6.
A narrative statement of the Respondent’s understanding of the Town’s needs and goals.
7.
List all immediate relatives of Principal(s) of Respondent who are Town employees or elected
officials of the Town. For purposes of the above, “immediate relative” means a spouse, parent,
stepparent, brother, sister, child, stepchild, direct-line aunt or uncle, grandparent, grandchild, and in-
laws by reason of relation.
SECTION 4
INSTRUCTIONS TO RESPONDENTS
Section 4.1
Submission of Qualification Statements.
Respondents must submit an original and one (1) copy of their Qualification Statement to the Designated Contact
Person:
Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
Qualification Statements must be received by the Town no later than 4:00 p.m. (prevailing time) on December 5, 2024
and must be mailed or hand-delivered. Qualification Statements forwarded by facsimile or e-mail will not be accepted.
9
To be responsive, Qualification Statements must provide all requested information, and must be in strict conformance
with the instructions set forth herein. Qualification Statements and all related information must be bound, and signed
and acknowledged by the Respondent.
SECTION 5
EVALUATION
The Town’s objective in soliciting Qualification Statements is to enable it to select a firm or organization that will
provide high quality and cost effective services to the citizens of Morristown. The Town will consider Qualification
Statements only from firms or organizations that, in the Town’s judgment, have demonstrated the capability and
willingness to provide high quality services to the citizens of the Town in the manner described in this RFQ.
Proposals will be evaluated by the Town on the basis of the most advantageous, all relevant factors considered. The
evaluation will consider:
1.
Experience and reputation in the field;
2.
Knowledge of the Town and the subject matter addressed under the contract;
3.
Availability to accommodate the required meetings of the Town; and
4.
Other factors demonstrated to be in the best interest of the Town.
10
APPENDIX A
LETTER OF QUALIFICATION
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned has reviewed its Qualification Statement submitted in response to the Request for Qualifications
(RFQ) issued by the Town of Morristown ("Town"), dated __________________, in connection with the Town’s need
for Legal Services-Redevelopment Attorney.
We affirm that the contents of our Qualification Statement (which Qualification Statement is incorporated herein by
reference), are accurate, factual and complete to the best of our knowledge and belief and that the Qualification
Statement is submitted in good faith upon the express understanding that any false statement may result in the
disqualification of (Name of Respondent).
(Respondent shall sign and complete the spaces provided below. If a joint venture, appropriate officers of each
company shall sign.)
(Signature of Chief
Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ___________________
11
APPENDIX B
LETTER OF INTENT
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned, as Respondent, has (have) submitted the attached Qualification Statement in response to a Request for
Qualifications (RFQ), issued by the Town of Morristown ("Town"), dated __________________in connection with the
Town’s need for Legal Services-Redevelopment Attorney.
(Name of Respondent) HEREBY STATES:
1.
The Qualification Statement contains accurate, factual and complete information.
2.
(Name of Respondent) agrees (agrees) to participate in good faith in the procurement process as described
in the RFQ and to adhere to the Town's procurement schedule.
3.
(Name of Respondent) acknowledges (acknowledge) that all costs incurred by it (them) in connection with
the preparation and submission of the Qualification Statement and any proposal prepared and submitted in
response to the RFQ, or any negotiation which results therefrom shall be borne exclusively by the
Respondent.
5.
(Name of Respondent) hereby declares (declare) that the only persons participating in this Qualification
Statement as Principals are named herein and that no person other than those herein mentioned has any
participation in this Qualification Statement or in any contract to be entered into with respect thereto.
Additional persons may subsequently be included as participating Principals, but only if acceptable to the
Town. (Name of Respondent) declares that this Qualification Statement is made without connection with
any other person, firm or parties who has submitted a Qualification Statement, except as expressly set forth
below and that it has been prepared and has been submitted in good faith and without collusion or fraud.
5.
(Name of Respondent) acknowledges and agrees that the Town may modify, amend, suspend and/or
terminate the procurement process (in its sole judgment). In any case, the Town shall not have any liability
to the Respondent for any costs incurred by the Respondent with respect to the procurement activities
described in this RFQ.
6.
(Name of Respondent) acknowledges that any contract executed with respect to the provision of Legal
Services-Redevelopment Attorney must comply with all applicable affirmative action and similar laws.
Respondent hereby agrees to take such actions as are required in order to comply with such applicable laws.
(Respondent shall sign and complete the space provided below. If a joint venture, appropriate officers of each company shall
sign.)
(Signature of Chief Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ________________
12
APPENDIX C
PAYMENT CONDITIONS AND RATE SCHEDULES
1. The Town of Morristown wishes to approve the qualifications of a law firm or firms to provide
Legal Services-Redevelopment Attorney to the Town for 2024. Upon appointment to the position
of Redevelopment Attorney, no work or compensation is guaranteed, however. This will be done
by a Resolution of the Town. By submitting a response to this RFQ, the Respondent acknowledges
that it will not propose or charge hourly rates that exceed One Hundred and Fifty Dollars ($150.00)
for attorneys and One Hundred Dollars ($100.00) an hour for paralegals and clerks..
2. Counsel shall be reimbursed at cost for expenses incurred for duplication, filing fees, court reporters
and other reasonable and approved out-of-pocket expenses advanced and/or incurred by counsel.
Counsel shall be reimbursed for direct charges including disbursements that are actual expenses
incurred by the Professional and or/their associated Firm in connection with such legal services and
approved by the Board, and shall include, but not be limited to:
a.
Telegrams, faxes and long distance (Out-of-State) telephone calls;
b.
Payment of filing, application fees, review fees and similar charges;
c.
Computer expenses including time and proprietary program charges;
d.
Outside printing, reproduction, binding, collating and other graphic services;
e.
Messenger service, postage and handling of drawing and specifications, reports, contracts
and other bulky items.
3. Monthly invoices shall be submitted detailing all services performed.
Signature: The undersigned hereby acknowledges and accepts the established payment terms.
Name of Respondent/Firm:__________________________________
Print name and title:________________________________________
Signature:________________________________________________
Date:____________________________________________________
ATTEST:
________________________________
Witness
13
APPENDIX D
AMERICANS WITH DISABILITIES ACT OF 1990
ACKNOWLEDGEMENT FORM
This form is an agreement of the successful Vendor’s obligation to comply with the requirements of 42 U.S.C.
§121.01 et seq., referred to as the Americans Disability Act of 1990.
The undersigned Vendor hereby acknowledges receipt of the Americans with Disabilities Act of 1990 found at
Appendix B of this packet.
The undersigned Vendor hereby certifies that he/she is aware of the commitment to comply with the requirements
of 42 U.S.C. §121.01 et seq. and agrees to furnish any required forms as evidence of compliance.
The undersigned Vendor further certifies that he/she understands that his/her proposal shall be rejected as non-
responsive and any contract entered into shall be void and of no effect if said Vendor fails to comply with the
requirements of 42 U.S.C. §121.01 et seq.
COMPANY:___________________________ TITLE:______________________________
PRINT NAME: __________________________SIGNATURE:_______________________________
DATE: ______________________
--- Document: 2024 RFQ for 2025 Legal Services-Conflict Redevelopment Attorney.pdf ---
NOTE: The Town of Morristown will consider proposals only from firms or organizations that have
demonstrated the capability and willingness to provide high quality services in the manner described
in this Request for Qualifications.
REQUEST FOR QUALIFICATIONS FOR THE PROVISION OF LEGAL SERVICES-
CONFLICT REDEVELOPMENT ATTORNEY
ISSUE DATE: November 7, 2024
DUE DATE: December 5, 2024
Issued by:
Town of Morristown
2
GLOSSARY
The following definitions shall apply to and are used in this Request for Qualifications:
"Town" - refers to the Town of Morristown.
"Principals" means persons possessing an ownership interest in the Respondent. If the Respondent is a corporation,
"Principals" shall include each investor who would have any amount of operational control over the Respondent and
every stockholder having an ownership interest of ten percent (10%) or more in the firm.
"Qualification Statement" - refers to the complete responses to this RFQ submitted by the Respondents.
"Qualified Respondent" - refers to those Respondents who (in the sole judgment of the Town) have satisfied the
qualification criteria set forth in this RFQ.
"Respondent" or "Respondents" - refers to the interested firm(s) that submit a Qualification Statement.
“Review Team” – Members of the Town Administration and its legal and/or financial advisors who shall review the
Qualification Statements.
"RFQ" - refers to this Request for Qualifications, including any amendments thereof or supplements thereto.
3
SECTION 1
INTRODUCTION AND GENERAL INFORMATION
Section 1.1.
Introduction and Purpose.
The Town is soliciting Qualification Statements from interested persons and/or firms for the provision of Legal
Services-Conflict Redevelopment Attorney, as more particularly described herein. Through a Request for
Qualification process described herein, persons and/or firms interested in assisting the Town with the provision of such
services must prepare and submit a Qualification Statement in accordance with the procedures and schedules in this
RFQ. The Town will review Qualification Statements only from those firms that submit a Qualification Statement
which includes all the information required to be included as described herein (in the sole judgment of the Town). The
Town intends to qualify person(s) and/or firm(s) that: (a) possesses the professional, financial and administrative
capabilities to provide the proposed services, and (b) will agree to work under the compensation terms and conditions
determined by the Town to provide the greatest benefit to the taxpayers of Morristown.
Section 1.2.
Procurement Process and Schedule.
The selection of Qualified Respondents is not subject to the bidding provisions of the Local Public Contracts Law,
N.J.S.A. 40A:11-1 et seq. The Town has structured a procurement process that seeks to obtain the desired results
described above, while establishing a competitive process to assure that each person and/or firm is provided with an
equal opportunity to submit a Qualification Statement in response to the RFQ. Qualification Statements will be
evaluated in accordance with the criteria set forth in Section 5 of this RFQ, which will be applied in the same manner
to each Qualification Statement received. Respondents agree to at all times abide by all requirements of New Jersey
law.
Qualification Statements will be reviewed and evaluated by the Town Administration and its legal and/or financial
advisors (collectively, the "Review Team"). The Qualification Statements will be reviewed to determine if the
Respondent has met the minimum professional, administrative and financial criteria described in this RFQ. Under no
circumstances will a member of the Review Team review responses to an RFQ for a position which they or their firm
submitted a response. Based upon the totality of the information contained in the Qualification Statement, including
information about the reputation and experience of each Respondent, the Town will (in its sole judgment) determine
which Respondents are qualified from professional, administrative and financial standpoints. Each Respondent that
meets the requirements of the RFQ (in the sole judgment of the Town) will be designated as a Qualified Respondent
and will be given the opportunity to participate in the selection process determined by the Town.
The RFQ process commences with the issuance of this RFQ. The steps involved in the process and the anticipated
completion dates are set forth in Table 1, Procurement Schedule. The Town reserves the right to, among other things,
amend, modify or alter the Procurement Schedule upon notice to all potential Respondents.
All communications concerning this RFQ or the RFQ process shall be directed to the Town’s Designated Contact
Person, in writing.
4
Designated Contact Person:
Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
Qualification Statements must be submitted to, and be received by, the Town, by hand delivery or regular mail, by 4:00
p.m. prevailing time on December 5, 2024. Qualification Statements will not be accepted by facsimile transmission
or e-mail.
Subsequent to issuance of this RFQ, the Town (through the issuance of addenda to all firms that have received a copy
of the RFQ) may modify, supplement or amend the provisions of this RFQ in order to respond to inquiries received
from prospective Respondents or as otherwise deemed necessary or appropriate by, and in the sole judgment of, the
Town.
TABLE 1
ANTICIPATED PROCUREMENT SCHEDULE
ACTIVITY
DATE
1. Issuance of Request for Qualifications
November 7, 2024
2. Receipt of Qualification Statements
December 5, 2024
3. Completion of Evaluation of Qualification Statements by the Review Team December 19, 2024
4. Town Review of Review Team Recommendations
December 27, 2024
5. Approval of Professional Services Resolutions by Town Council
January 14, 2025
Section 1.3.
Conditions Applicable to RFQ.
Upon submission of a Qualification Statement in response to this RFQ, the Respondent acknowledges and consents to
the following conditions relative to the submission and review and consideration of its Qualification Statement:
•
This document is an RFQ and does not constitute an RFP.
•
This RFQ does not commit the Town to issue an RFP.
•
All costs incurred by the Respondent in connection with responding to this RFQ shall be borne solely
by the Respondent.
•
The Town reserves the right, in its sole judgment, to reject for any reason, any and all responses and
components thereof and to eliminate any and all Respondents responding to this RFQ from further
consideration for this procurement.
•
The Town reserves the right, in its sole judgment, to reject any Respondent that submits incomplete
responses to this RFQ, or a Qualification Statement that is not responsive to the requirements of this
RFQ.
5
•
The Town reserves the right, without prior notice, to supplement, amend, or otherwise modify this
RFQ, or otherwise request additional information.
•
All Qualification Statements shall become the property of the Town and will not be returned.
•
All Qualification Statements will be made available to the public at the appropriate time, as determined
by the Town, in the exercise of its sole discretion, in accordance with applicable law.
•
The Town may request Respondents to send representatives to the Town for interviews.
•
Any and all Qualification Statements not received by the Town by 4:00 p.m. prevailing time on
December 5, 2024 will be rejected.
•
Neither the Town, its consultants or advisors, nor their respective staffs, including, but not limited to,
the Review Team, shall be liable for any claims or damages resulting from the solicitation or
preparation of the Qualification Statement, nor will there be any reimbursement to Respondents for
the cost of preparing and submitting a Qualification Statement or for participating in this procurement
process.
Section 1.4.
Rights of Town.
The Town reserves, holds and may exercise, at its sole discretion, the following rights and options with regard to this
RFQ and the procurement process in accordance with the provisions of applicable law:
•
To determine that any Qualification Statement received complies or fails to comply with the terms of
this RFQ.
•
To supplement, amend or otherwise modify the RFQ through issuance of addenda to all prospective
Respondents who have received a copy of this RFQ.
•
To waive any technical non-conformance with the terms of this RFQ.
•
To change or alter the schedule for any events called for in this RFQ upon the issuance of notice to all
prospective Respondents who have received a copy of this RFQ.
•
To conduct investigations of any or all of the Respondents, as the Town deems necessary or
convenient, to clarify the information provided as part of the Qualification Statement and to request
additional information to support the information included in any Qualification Statement.
•
To suspend or terminate the procurement process described in this RFQ at any time in the Town’s sole
discretion. If terminated, the Town may determine to commence a new procurement process or
exercise any other rights provided under applicable law without any obligation to the Respondents.
The Town shall be under no obligation to complete all or any portion of the procurement process described in this
RFQ.
6
Section 1.5
Addenda or Amendments to RFQ.
During the period provided for the preparation of responses to the RFQ, the Town may issue addenda, amendments or
answers to written inquiries. Those addenda will be noticed by the Town and will constitute a part of the RFQ. All
responses to the RFQ shall be prepared with full consideration of the addenda issued prior to the proposal submission
date.
Section 1.6
Cost of Proposal Preparation.
Each proposal and all information required to be submitted pursuant to the RFQ shall be prepared at the sole cost and
expense of the respondent. There shall be no claims whatsoever against the Town, its staff, its consultants or such
consultants’ staff, for reimbursement for the payment of costs or expenses incurred in the preparation of the
Qualification Statement or other information required by the RFQ.
Section 1.7
Proposal Format.
Responses should cover all information requested in the questions to be answered in this RFQ.
Responses which in the judgment of the Town fail to meet the requirements of the RFQ or which are in any way
conditional, incomplete, obscure, contain additions or deletions from requested information, or contain errors. may be
rejected.
SECTION 2
SCOPE OF SERVICES
It is the intent of the Town to solicit Qualification Statements from Respondents that have expertise in the provision of
Legal Services-Conflict Redevelopment Attorney. Firms and/or persons responding to this RFQ shall be able to
demonstrate that they will have the continuing capabilities to perform these services.
SECTION 3
SUBMISSION REQUIREMENTS
Section 3.1
General Requirements.
The Qualification Statement submitted by the Respondent must meet or exceed the professional, administrative and
financial qualifications set forth in this Section 3 and shall incorporate the information requested below.
In addition to the information required as described below, a Respondent may submit supplemental information that it
believes may be useful in evaluating its Qualification Statement. Respondents are encouraged to be clear, factual, and
concise in their presentation of information.
Section 3.2
Administrative Information Requirements.
The Respondent shall, as part of its Qualification Statement, provide the following information:
7
1.
An executive summary (not to exceed two (2) pages) of the information contained in all the other parts
of the Qualification Statement.
2.
An executed Letter of Qualification (See Appendix A to this RFQ).
3.
Name, address and telephone number of the firm or firms submitting the Qualification Statement
pursuant to this RFQ, and the name of the key contact person.
4.
A description of the business organization (i.e., corporation, partnership, joint venture, etc.) of each
firm, its ownership and its organizational structure.
(a)
Provide the names and business addresses of all Principals of the firm or firms submitting the
Qualification Statement. For purposes of this RFQ, "Principals" means persons possessing an
ownership interest in the Respondent. If the Respondent is a corporation, "Principals" shall
include each investor who would have any amount of operational control over the Respondent
and every stockholder having an ownership interest of ten percent (10%) or more in the firm.
(b)
If a firm is a partially owned or a fully-owned subsidiary of another firm, identify the parent
company and describe the nature and extent of the parents' approval rights over the activities
of the firm submitting a Qualification Statement. Describe the approval process.
(c)
If the Respondent is a partnership or a joint venture or similar organization, provide
comparable information as required in (b) above for each member of the partnership, joint
venture or similar organization.
(d)
A statement that the Respondent has complied with all applicable affirmative action (or
similar) requirements with respect to its business activities, together with evidence of such
compliance
5.
An executed Letter of Intent (See Appendix B).
6.
An executed Payment Conditions and Rate Schedules Form (See Appendix C).
7.
An executed Americans with Disabilities Act of 1990 Acknowledgement Form (See Appendix D).
9.
The number of years the business organization has been in business under its present name.
10.
The number of years the business organization has been under its current management.
11.
Any judgments, claims or suits within the last three (3) years in which Respondent has been
adjudicated liable for professional malpractice. If yes, please explain.
12.
Whether the business organization is now or has been involved in any bankruptcy or re-organization
proceedings in the last ten (10) years. If yes, please explain.
13.
Confirm appropriate federal and state licenses to perform activities. Submit a copy of the Firm’s
Business Registration Certificate.
8
Section 3.3
Professional Information Requirements.
1.
Respondent shall submit a description of its overall experience in providing the type of
services sought in the RFQ. At a minimum, the following information on past experience should be
included as appropriate to the RFQ:
a.
Description and scope of work by Respondent;
b.
Name, address and contact information of references; and
c.
Explanation of perceived relevance of the experience to the RFQ.
2.
Describe the services that Respondent would perform directly.
3.
Describe those portions of the Respondent’s services, if any, that are sub-contracted out.
Identify all subcontractors the Respondent anticipates using in connection with this project.
4.
Does the Respondent normally employ union or non-union employees?
5.
Resumes of key employees.
6.
A narrative statement of the Respondent’s understanding of the Town’s needs and goals.
7.
List all immediate relatives of Principal(s) of Respondent who are Town employees or elected
officials of the Town. For purposes of the above, “immediate relative” means a spouse, parent,
stepparent, brother, sister, child, stepchild, direct-line aunt or uncle, grandparent, grandchild, and in-
laws by reason of relation.
SECTION 4
INSTRUCTIONS TO RESPONDENTS
Section 4.1
Submission of Qualification Statements.
Respondents must submit an original and one (1) copy of their Qualification Statement to the Designated Contact
Person:
Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
Qualification Statements must be received by the Town no later than 4:00 p.m. (prevailing time) on December 5, 2024
and must be mailed or hand-delivered. Qualification Statements forwarded by facsimile or e-mail will not be accepted.
9
To be responsive, Qualification Statements must provide all requested information, and must be in strict conformance
with the instructions set forth herein. Qualification Statements and all related information must be bound, and signed
and acknowledged by the Respondent.
SECTION 5
EVALUATION
The Town’s objective in soliciting Qualification Statements is to enable it to select a firm or organization that will
provide high quality and cost effective services to the citizens of Morristown. The Town will consider Qualification
Statements only from firms or organizations that, in the Town’s judgment, have demonstrated the capability and
willingness to provide high quality services to the citizens of the Town in the manner described in this RFQ.
Proposals will be evaluated by the Town on the basis of the most advantageous, all relevant factors considered. The
evaluation will consider:
1.
Experience and reputation in the field;
2.
Knowledge of the Town and the subject matter addressed under the contract;
3.
Availability to accommodate the required meetings of the Town; and
4.
Other factors demonstrated to be in the best interest of the Town.
10
APPENDIX A
LETTER OF QUALIFICATION
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned has reviewed its Qualification Statement submitted in response to the Request for Qualifications
(RFQ) issued by the Town of Morristown ("Town"), dated __________________, in connection with the Town’s need
for Legal Services-Conflict Redevelopment Attorney.
We affirm that the contents of our Qualification Statement (which Qualification Statement is incorporated herein by
reference), are accurate, factual and complete to the best of our knowledge and belief and that the Qualification
Statement is submitted in good faith upon the express understanding that any false statement may result in the
disqualification of (Name of Respondent).
(Respondent shall sign and complete the spaces provided below. If a joint venture, appropriate officers of each
company shall sign.)
(Signature of Chief
Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ___________________
11
APPENDIX B
LETTER OF INTENT
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned, as Respondent, has (have) submitted the attached Qualification Statement in response to a Request for
Qualifications (RFQ), issued by the Town of Morristown ("Town"), dated __________________in connection with the
Town’s need for Legal Services-Conflict Redevelopment Attorney.
(Name of Respondent) HEREBY STATES:
1.
The Qualification Statement contains accurate, factual and complete information.
2.
(Name of Respondent) agrees (agrees) to participate in good faith in the procurement process as described
in the RFQ and to adhere to the Town's procurement schedule.
3.
(Name of Respondent) acknowledges (acknowledge) that all costs incurred by it (them) in connection with
the preparation and submission of the Qualification Statement and any proposal prepared and submitted in
response to the RFQ, or any negotiation which results therefrom shall be borne exclusively by the
Respondent.
5.
(Name of Respondent) hereby declares (declare) that the only persons participating in this Qualification
Statement as Principals are named herein and that no person other than those herein mentioned has any
participation in this Qualification Statement or in any contract to be entered into with respect thereto.
Additional persons may subsequently be included as participating Principals, but only if acceptable to the
Town. (Name of Respondent) declares that this Qualification Statement is made without connection with
any other person, firm or parties who has submitted a Qualification Statement, except as expressly set forth
below and that it has been prepared and has been submitted in good faith and without collusion or fraud.
5.
(Name of Respondent) acknowledges and agrees that the Town may modify, amend, suspend and/or
terminate the procurement process (in its sole judgment). In any case, the Town shall not have any liability
to the Respondent for any costs incurred by the Respondent with respect to the procurement activities
described in this RFQ.
6.
(Name of Respondent) acknowledges that any contract executed with respect to the provision of Legal
Services-Conflict Redevelopment Attorney must comply with all applicable affirmative action and
similar laws. Respondent hereby agrees to take such actions as are required in order to comply with such
applicable laws.
(Respondent shall sign and complete the space provided below. If a joint venture, appropriate officers of each company shall
sign.)
(Signature of Chief Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ________________
12
APPENDIX C
PAYMENT CONDITIONS AND RATE SCHEDULES
1. The Town of Morristown wishes to approve the qualifications of a law firm or firms to provide
Legal Services-Conflict Redevelopment Attorney to the Town for 2025. Upon appointment to
the position of Conflict Redevelopment Attorney, no work or compensation is guaranteed, however.
This will be done by a Resolution of the Town. By submitting a response to this RFQ, the
Respondent acknowledges that it will not propose or charge hourly rates that exceed One Hundred
and Fifty Dollars ($150.00) for attorneys and One Hundred Dollars ($100.00) an hour for paralegals
and clerks..
2. Counsel shall be reimbursed at cost for expenses incurred for duplication, filing fees, court reporters
and other reasonable and approved out-of-pocket expenses advanced and/or incurred by counsel.
Counsel shall be reimbursed for direct charges including disbursements that are actual expenses
incurred by the Professional and or/their associated Firm in connection with such legal services and
approved by the Board, and shall include, but not be limited to:
a.
Telegrams, faxes and long distance (Out-of-State) telephone calls;
b.
Payment of filing, application fees, review fees and similar charges;
c.
Computer expenses including time and proprietary program charges;
d.
Outside printing, reproduction, binding, collating and other graphic services;
e.
Messenger service, postage and handling of drawing and specifications, reports, contracts
and other bulky items.
3. Monthly invoices shall be submitted detailing all services performed.
Signature: The undersigned hereby acknowledges and accepts the established payment terms.
Name of Respondent/Firm:__________________________________
Print name and title:________________________________________
Signature:________________________________________________
Date:____________________________________________________
ATTEST:
________________________________
Witness
13
APPENDIX D
AMERICANS WITH DISABILITIES ACT OF 1990
ACKNOWLEDGEMENT FORM
This form is an agreement of the successful Vendor’s obligation to comply with the requirements of 42 U.S.C.
§121.01 et seq., referred to as the Americans Disability Act of 1990.
The undersigned Vendor hereby acknowledges receipt of the Americans with Disabilities Act of 1990 found at
Appendix B of this packet.
The undersigned Vendor hereby certifies that he/she is aware of the commitment to comply with the requirements
of 42 U.S.C. §121.01 et seq. and agrees to furnish any required forms as evidence of compliance.
The undersigned Vendor further certifies that he/she understands that his/her proposal shall be rejected as non-
responsive and any contract entered into shall be void and of no effect if said Vendor fails to comply with the
requirements of 42 U.S.C. §121.01 et seq.
COMPANY:___________________________ TITLE:______________________________
PRINT NAME: __________________________SIGNATURE:_______________________________
DATE: ______________________
--- Document: 2024 RFQ for 2025 Legal Services-Tax Appeal Attorney.pdf ---
1
NOTE: The Town of Morristown will consider proposals only from firms or organizations that have
demonstrated the capability and willingness to provide high quality services in the manner described in this
Request for Qualifications.
REQUEST FOR QUALIFICATIONS
FOR THE PROVISION OF LEGAL SERVICES – TAX APPEAL COUNSEL
ISSUE DATE: November 7, 2024
DUE DATE: December 5, 2024
Issued by:
Town of Morristown
2
GLOSSARY
The following definitions shall apply to and are used in this Request for Qualifications:
"Principals" means persons possessing an ownership interest in the Respondent. If the Respondent is a corporation,
"Principals" shall include each investor who would have any amount of operational control over the Respondent and
every stockholder having an ownership interest of ten percent (10%) or more in the firm.
"Qualification Statement" - refers to the complete responses to this RFQ submitted by the Respondents.
"Qualified Respondent" - refers to those Respondents who (in the sole judgment of the Town) have satisfied the
qualification criteria set forth in this RFQ.
"Respondent" or "Respondents" - refers to the interested firm(s) that submit a Qualification Statement.
“Review Team” – Members of the Town Administration and its legal and/or financial advisors who shall review the
Qualification Statements.
"RFQ" - refers to this Request for Qualifications, including any amendments thereof or supplements thereto.
"Town" - refers to the Town of Morristown.
3
SECTION 1
INTRODUCTION AND GENERAL INFORMATION
Section 1.1.
Introduction and Purpose.
The Town is soliciting Qualification Statements from interested persons and/or firms for the provision of Legal
Services -Tax Appeal Counsel, as more particularly described herein. Through a Request for Qualification process
described herein, persons and/or firms interested in assisting the Town with the provision of such services must
prepare and submit a Qualification Statement in accordance with the procedures and schedules in this RFQ. The
Town will review Qualification Statements only from those firms that submit a Qualification Statement which includes
all the information required to be included as described herein (in the sole judgment of the Town). The Town intends
to qualify person(s) and/or firm(s) that (a) possesses the professional, financial and administrative capabilities to
provide the proposed services, and (b) will agree to work under the compensation terms and conditions determined
by the Town to provide the greatest benefit to the taxpayers of Morristown.
Section 1.2.
Procurement Process and Schedule.
The selection of Qualified Respondents is not subject to the bidding provisions of the Local Public Contracts Law,
N.J.S.A. 40A:11-1 et seq. The Town has structured a procurement process that seeks to obtain the desired results
described above, while establishing a competitive process to assure that each person and/or firm is provided with an
equal opportunity to submit a Qualification Statement in response to the RFQ. Qualification Statements will be
evaluated in accordance with the criteria set forth in Section 5 of this RFQ, which will be applied in the same manner
to each Qualification Statement received. Respondents agree to at all times abide by all requirements of New Jersey
law.
Qualification Statements will be reviewed and evaluated by the Town Administration and its legal and/or financial
advisors (collectively, the "Review Team"). The Qualification Statements will be reviewed to determine if the
Respondent has met the minimum professional, administrative and financial criteria described in this RFQ. Under no
circumstances will a member of the Review Team review responses to an RFQ for a position which they or their firm
submitted a response. Based upon the totality of the information contained in the Qualification Statement, including
information about the reputation and experience of each Respondent, the Town will (in its sole judgment) determine
which Respondents are qualified from professional, administrative and financial standpoints. Each Respondent that
meets the requirements of the RFQ (in the sole judgment of the Town) will be designated as a Qualified Respondent
and will be given the opportunity to participate in the selection process determined by the Town.
The RFQ process commences with the issuance of this RFQ. The steps involved in the process and the anticipated
completion dates are set forth in Table 1, Procurement Schedule. The Town reserves the right to, among other things,
amend, modify or alter the Procurement Schedule upon notice to all potential Respondents.
All communications concerning this RFQ or the RFQ process shall be directed to the Town’s Designated Contact
Person, in writing.
Designated Contact Person:
Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
4
Qualification Statements must be submitted to, and be received by, the Town, by hand delivery or regular mail, by
4:00 p.m. prevailing time on December 5, 2024. Qualification Statements will not be accepted by facsimile
transmission or e-mail.
Subsequent to issuance of this RFQ, the Town (through the issuance of addenda to all firms that have received a copy
of the RFQ) may modify, supplement or amend the provisions of this RFQ in order to respond to inquiries received
from prospective Respondents or as otherwise deemed necessary or appropriate by, and in the sole judgment of, the
Town.
TABLE 1
ANTICIPATED PROCUREMENT SCHEDULE
ACTIVITY
DATE
1. Issuance of Request for Qualifications
November 7, 2024
2. Receipt of Qualification Statements
December 5, 2024
3. Completion of Evaluation of Qualification Statements by the Review Team December 19, 2024
4. Town Review of Review Team Recommendations
December 27, 2024
5. Approval of Professional Services Resolutions by Town Council
January 14, 2025
Section 1.3.
Conditions Applicable to RFQ.
Upon submission of a Qualification Statement in response to this RFQ, the Respondent acknowledges and consents
to the following conditions relative to the submission and review and consideration of its Qualification Statement:
•
This document is an RFQ and does not constitute an RFP.
•
This RFQ does not commit the Town to issue an RFP.
•
All costs incurred by the Respondent in connection with responding to this RFQ shall be borne
solely by the Respondent.
•
The Town reserves the right, in its sole judgment, to reject for any reason, any and all responses and
components thereof and to eliminate any and all Respondents responding to this RFQ from further
consideration for this procurement.
•
The Town reserves the right, in its sole judgment, to reject any Respondent that submits incomplete
responses to this RFQ, or a Qualification Statement that is not responsive to the requirements of this
RFQ.
•
The Town reserves the right, without prior notice, to supplement, amend, or otherwise modify this
RFQ, or otherwise request additional information.
•
All Qualification Statements shall become the property of the Town and will not be returned.
•
All Qualification Statements will be made available to the public at the appropriate time, as
determined by the Town, in the exercise of its sole discretion, in accordance with applicable law.
•
The Town may request Respondents to send representatives to the Town for interviews.
•
Any and all Qualification Statements not received by the Town by 4:00 p.m. prevailing time on
December 5, 2024 will be rejected.
5
•
Neither the Town, its consultants or advisors, nor their respective staffs, including, but not limited
to, the Review Team, shall be liable for any claims or damages resulting from the solicitation or
preparation of the Qualification Statement, nor will there be any reimbursement to Respondents for
the cost of preparing and submitting a Qualification Statement or for participating in this
procurement process.
Section 1.4.
Rights of Town.
The Town reserves, holds and may exercise, at its sole discretion, the following rights and options with regard to this
RFQ and the procurement process in accordance with the provisions of applicable law:
•
To determine that any Qualification Statement received complies or fails to comply with the terms
of this RFQ.
•
To supplement, amend or otherwise modify the RFQ through issuance of addenda to all prospective
Respondents who have received a copy of this RFQ.
•
To waive any technical non-conformance with the terms of this RFQ.
•
To change or alter the schedule for any events called for in this RFQ upon the issuance of notice to
all prospective Respondents who have received a copy of this RFQ.
•
To conduct investigations of any or all of the Respondents, as the Town deems necessary or
convenient, to clarify the information provided as part of the Qualification Statement and to request
additional information to support the information included in any Qualification Statement.
•
To suspend or terminate the procurement process described in this RFQ at any time in the Town’s
sole discretion. If terminated, the Town may determine to commence a new procurement process
or exercise any other rights provided under applicable law without any obligation to the Respondents.
The Town shall be under no obligation to complete all or any portion of the procurement process described in this
RFQ.
Section 1.5
Addenda or Amendments to RFQ.
During the period provided for the preparation of responses to the RFQ, the Town may issue addenda, amendments
or answers to written inquiries. Those addenda will be noticed by the Town and will constitute a part of the RFQ.
All responses to the RFQ shall be prepared with full consideration of the addenda issued prior to the proposal
submission date.
Section 1.6
Cost of Proposal Preparation.
Each proposal and all information required to be submitted pursuant to the RFQ shall be prepared at the sole cost
and expense of the respondent. There shall be no claims whatsoever against the Town, its staff, its consultants or
such consultant’s staff, for reimbursement for the payment of costs or expenses incurred in the preparation of the
Qualification Statement or other information required by the RFQ.
Section 1.7
Proposal Format.
Responses should cover all information requested in the questions to be answered in this RFQ.
Responses which in the judgment of the Town fail to meet the requirements of the RFQ or which are in any way
conditional, incomplete, obscure, contain additions or deletions from requested information, or contain errors. may
be rejected.
6
SECTION 2
SCOPE OF SERVICES
It is the intent of the Town to solicit Qualification Statements from Respondents that have expertise in the provision
of Legal Services-Tax Appeal Counsel. Firms and/or persons responding to this RFQ shall be able to demonstrate
that they will have the continuing capabilities to perform these services.
SECTION 3
SUBMISSION REQUIREMENTS
Section 3.1
General Requirements.
The Qualification Statement submitted by the Respondent must meet or exceed the professional, administrative and
financial qualifications set forth in this Section 3 and shall incorporate the information requested below.
In addition to the information required as described below, a Respondent may submit supplemental information that
it feels may be useful in evaluating its Qualification Statement. Respondents are encouraged to be clear, factual, and
concise in their presentation of information.
Section 3.2
Administrative Information Requirements.
The Respondent shall, as part of its Qualification Statement, provide the following information:
1.
An executive summary (not to exceed two (2) pages) of the information contained in all the other
parts of the Qualification Statement.
2.
An executed Letter of Qualification (See Appendix A to this RFQ).
3.
Name, address and telephone number of the firm or firms submitting the Qualification Statement
pursuant to this RFQ, and the name of the key contact person.
4.
A description of the business organization (i.e., corporation, partnership, joint venture, etc.) of each
firm, its ownership and its organizational structure.
(a)
Provide the names and business addresses of all Principals of the firm or firms submitting
the Qualification Statement. For purposes of this RFQ, "Principals" means persons
possessing an ownership interest in the Respondent. If the Respondent is a corporation,
"Principals" shall include each investor who would have any amount of operational control
over the Respondent and every stockholder having an ownership interest of ten percent
(10%) or more in the firm.
(b)
If a firm is a partially owned or a fully-owned subsidiary of another firm, identify the parent
company and describe the nature and extent of the parents' approval rights over the activities
of the firm submitting a Qualification Statement. Describe the approval process.
(c)
If the Respondent is a partnership or a joint venture or similar organization, provide
comparable information as required in (b) above for each member of the partnership, joint
venture or similar organization.
(d)
A statement that the Respondent has complied with all applicable affirmative action (or
similar) requirements with respect to its business activities, together with evidence of such
compliance
7
5.
An executed Letter of Intent (See Appendix B).
6.
An executed Payment Conditions and Rate Schedules Form (See Appendix C).
7.
An executed Americans with Disabilities Act of 1990 Acknowledgement Form (See Appendix D).
8.
The number of years the business organization has been in business under its present name.
9.
The number of years the business organization has been under its current management.
10.
Any judgments, claims or suits within the last three (3) years in which Respondent has been adjudicated liable for
professional malpractice. If yes, please explain.
11.
Whether the business organization is now or has been involved in any bankruptcy or re-organization
proceedings in the last ten (10) years. If yes, please explain.
12.
Confirm appropriate federal and state licenses to perform activities. Submit a copy of the Firm’s Business
Registration Certificate.
Section 3.3
Professional Information Requirements.
1.
Respondent shall submit a description of its overall experience in providing
the type of services sought in the RFQ. At a minimum, the following information on past
experience should be included as appropriate to the RFQ:
a.
Description and scope of work by Respondent;
b.
Name, address and contact information of references; and
c.
Explanation of perceived relevance of the experience to the RFQ
2.
Describe the services that Respondent would perform directly.
3.
Describe those portions of the Respondent’s services, if any, that are sub-
contracted out. Identify all subcontractors the Respondent anticipates using in connection
with this project.
4.
Does the Respondent normally employ union or non-union employees?
5.
Resumes of key employees
6.
A narrative statement of the Respondent’s understanding of the Town’s needs and goals.
7.
List all immediate relatives of Principal(s) of Respondent who are Town employees or
elected officials of the Town. For purposes of the above, “immediate relative” means a
spouse, parent, stepparent, brother, sister, child, stepchild, direct-line aunt or uncle,
grandparent, grandchild, and in-laws by reason of relation.
8
SECTION 4
INSTRUCTIONS TO RESPONDENTS
Section 4.1
Submission of Qualification Statements.
Respondents must submit an original and one (1) copy of their Qualification Statement to the Designated Contact
Person:
Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
Qualification Statements must be received by the Town no later than 4:00 p.m. prevailing time on December 5, 2024,
and must be mailed or hand-delivered. Qualification Statements forwarded by facsimile or e-mail will not be accepted.
To be responsive, Qualification Statements must provide all requested information, and must be in strict conformance
with the instructions set forth herein. Qualification Statements and all related information must be bound, and signed
and acknowledged by the Respondent.
SECTION 5
EVALUATION
The Town’s objective in soliciting Qualification Statements is to enable it to select a firm or organization that will
provide high quality and cost effective services to the citizens of Morristown. The Town will consider Qualification
Statements only from firms or organizations that, in the Town’s judgment, have demonstrated the capability and
willingness to provide high quality services to the citizens of the Town in the manner described in this RFQ.
Proposals will be evaluated by the Town on the basis of the most advantageous, all relevant factors considered. The
evaluation will consider:
1.
Experience and reputation in the field;
2.
Knowledge of the Town and the subject matter addressed under the contract;
3.
Availability to accommodate the required meetings of the Town; and
4.
Other factors demonstrated to be in the best interest of the Town.
9
APPENDIX A
LETTER OF QUALIFICATION
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this
letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned have reviewed our Qualification Statement submitted in response to the Request for Qualifications
(RFQ) issued by the Town of Morristown ("Town"), dated __________________, in connection with the Town’s
need for Legal Services – Tax Appeal Counsel.
We affirm that the contents of our Qualification Statement (which Qualification Statement is incorporated herein by
reference) are accurate, factual and complete to the best of our knowledge and belief and that the Qualification
Statement is submitted in good faith upon express understanding that any false statement may result in the
disqualification of (Name of Respondent).
(Respondent shall sign and complete the spaces provided below. If a joint venture, appropriate officers of
each company shall sign.)
(Signature of Chief
Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ___________________
10
APPENDIX B
LETTER OF INTENT
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
[INSERT DATE]
Attn: Ms.. Jillian Barrick, Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned, as Respondent, has (have) submitted the attached Qualification Statement in response to a Request for
Qualifications (RFQ), issued by the Town of Morristown ("Town"), dated __________________in connection with the Town’s
need for Legal Services – Tax Appeal Counsel.
(Name of Respondent) HEREBY STATES:
1.
The Qualification Statement contains accurate, factual and complete information.
2.
(Name of Respondent) agrees (agrees) to participate in good faith in the procurement process as described in
the RFQ and to adhere to the Town's procurement schedule.
3.
(Name of Respondent) acknowledges (acknowledge) that all costs incurred by it (them) in connection with the
preparation and submission of the Qualification Statement and any proposal prepared and submitted in
response to the RFQ, or any negotiation which results therefrom shall be borne exclusively by the Respondent.
4.
(Name of Respondent) hereby declares (declare) that the only persons participating in this Qualification
Statement as Principals are named herein and that no person other than those herein mentioned has any
participation in this Qualification Statement or in any contract to be entered into with respect thereto.
Additional persons may subsequently be included as participating Principals, but only if acceptable to the Town.
(Name of Respondent) declares that this Qualification Statement is made without connection with any other
person, firm or parties who has submitted a Qualification Statement, except as expressly set forth below and
that it has been prepared and has been submitted in good faith and without collusion or fraud.
5.
(Name of Respondent) acknowledges and agrees that the Town may modify, amend, suspend and/or terminate
the procurement process (in its sole judgment). In any case, the Town shall not have any liability to the
Respondent for any costs incurred by the Respondent with respect to the procurement activities described in
this RFQ.
6.
(Name of Respondent) acknowledges that any contract executed with respect to the provision of Tax Appeal
Counsel Services must comply with all applicable affirmative action and similar laws. Respondent hereby
agrees to take such actions as are required in order to comply with such applicable laws.
(Respondent shall sign and complete the space provided below. If a joint venture, appropriate officers of each company shall
sign.)
(Signature of Chief Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ________________
11
APPENDIX C
PAYMENT CONDITIONS AND RATE SCHEDULES
1.
The hourly rate for Legal Services-Tax Appeal Counsel shall be One Hundred and Fifty Dollars ($150.00)
an hour for attorneys and One Hundred Dollars ($100.00) an hour for paralegals and clerks.
2.
Counsel shall be reimbursed at cost for expenses incurred for duplication, filing fees, court reporters and
other including disbursements that are actual expenses incurred by the Professional and or/their associated
Firm in connection with such Legal Services-Tax Appeal Counsel, and shall include, but not be limited to:
a.
Telegrams, faxes and long distance (Out-of-State) telephone calls;
b.
Payment of filing, court costs, application fees, review fees and similar charges;
c.
Computer expenses including time and proprietary program charges;
d.
Outside printing, reproduction, binding, collating and other graphic services;
e.
Messenger service, postage and handling of drawing and specifications, reports,
contracts and other bulky items.
3.
Monthly invoices shall be submitted detailing all services performed.
Signature: The undersigned hereby acknowledges and accepts the established payment terms.
Name of Respondent/Firm:__________________________________
Print name and title:________________________________________
Signature:________________________________________________
Date:____________________________________________________
ATTEST:
________________________________
Witness
12
APPENDIX D
AMERICANS WITH DISABILITIES ACT OF 1990
ACKNOWLEDGEMENT FORM
This form is an agreement of the successful Vendor’s obligation to comply with the requirements of 42 U.S.C. §121.01
et seq., referred to as the Americans Disability Act of 1990.
The undersigned Vendor hereby acknowledges receipt of the Americans with Disabilities Act of 1990 found at
Appendix B of this packet.
The undersigned Vendor hereby certifies that he/she is aware of the commitment to comply with the requirements
of 42 U.S.C. §121.01 et seq. and agrees to furnish any required forms as evidence of compliance.
The undersigned Vendor further certifies that he/she understands that his/her proposal shall be rejected as non-
responsive and any contract entered into shall be void and of no effect if said Vendor fails to comply with the
requirements of 42 U.S.C. §121.01 et seq.
COMPANY:___________________________ TITLE:______________________________
PRINT NAME: __________________________SIGNATURE:_______________________________
DATE: ______________________
--- Document: 2024 RFQ for 2025 Legal Services-Public Defender.pdf ---
1
NOTE: The Town of Morristown will consider proposals only from firms or organizations that have
demonstrated the capability and willingness to provide high quality services in the manner described in this
Request for Qualifications.
REQUEST FOR QUALIFICATIONS
FOR THE PROVISION OF LEGAL SERVICES – PUBLIC DEFENDER
ISSUE DATE: November 7, 2024
DUE DATE: December 5, 2024
Issued by:
Town of Morristown
2
GLOSSARY
The following definitions shall apply to and are used in this Request for Qualifications:
"Principals" means persons possessing an ownership interest in the Respondent. If the Respondent is a corporation,
"Principals" shall include each investor who would have any amount of operational control over the Respondent and
every stockholder having an ownership interest of ten percent (10%) or more in the firm.
"Qualification Statement" - refers to the complete responses to this RFQ submitted by the Respondents.
"Qualified Respondent" - refers to those Respondents who (in the sole judgment of the Town) have satisfied the
qualification criteria set forth in this RFQ.
"Respondent" or "Respondents" - refers to the interested firm(s) that submit a Qualification Statement.
“Review Team” – Members of the Town Administration and its legal and/or financial advisors who shall review the
Qualification Statements.
"RFQ" - refers to this Request for Qualifications, including any amendments thereof or supplements thereto.
"Town" - refers to the Town of Morristown.
3
SECTION 1
INTRODUCTION AND GENERAL INFORMATION
Section 1.1.
Introduction and Purpose.
The Town is soliciting Qualification Statements from interested persons and/or firms for the provision of Legal
Services- Public Defender, as more particularly described herein. Through a Request for Qualification process
described herein, persons and/or firms interested in assisting the Town with the provision of such services must prepare
and submit a Qualification Statement in accordance with the procedures and schedules in this RFQ. The Town will
review Qualification Statements only from those firms that submit a Qualification Statement which includes all the
information required to be included as described herein (in the sole judgment of the Town). The Town intends to
qualify person(s) and/or firm(s) that: (a) possesses the professional, financial and administrative capabilities to provide
the proposed services, and (b) will agree to work under the compensation terms and conditions determined by the Town
to provide the greatest benefit to the taxpayers of Morristown.
Section 1.2.
Procurement Process and Schedule.
The selection of Qualified Respondents is not subject to the bidding provisions of the Local Public Contracts Law,
N.J.S.A. 40A:11-1 et seq. The selection is subject to the New Jersey Local Unit Pay-to-Play Law, N.J.S.A. 19:44A-
20.4 et seq. Morristown to Play Ordinance 2-87. The Town has structured a procurement process that seeks to obtain
the desired results described above, while establishing a competitive process to assure that each person and/or firm is
provided with an equal opportunity to submit a Qualification Statement in response to the RFQ. Qualification
Statements will be evaluated in accordance with the criteria set forth in Section 5 of this RFQ, which will be applied
in the same manner to each Qualification Statement received. Respondents agree to at all times abide by all
requirements of New Jersey law.
Qualification Statements will be reviewed and evaluated by the Town Administration and its legal and/or financial
advisors (collectively, the "Review Team"). The Qualification Statements will be reviewed to determine if the
Respondent has met the minimum professional, administrative and financial criteria described in this RFQ. Under no
circumstances will a member of the Review Team review responses to an RFQ for a position which they or their firm
submitted a response. Based upon the totality of the information contained in the Qualification Statement, including
information about the reputation and experience of each Respondent, the Town will (in its sole judgment) determine
which Respondents are qualified from professional, administrative and financial standpoints. Each Respondent that
meets the requirements of the RFQ (in the sole judgment of the Town) will be designated as a Qualified Respondent
and will be given the opportunity to participate in the selection process determined by the Town.
The RFQ process commences with the issuance of this RFQ. The steps involved in the process and the anticipated
completion dates are set forth in Table 1, Procurement Schedule. The Town reserves the right to, among other things,
amend, modify or alter the Procurement Schedule upon notice to all potential Respondents.
All communications concerning this RFQ or the RFQ process shall be directed to the Town’s Designated Contact
Person, in writing.
4
Designated Contact Person:
Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
Qualification Statements must be submitted to, and be received by, the Town, by hand delivery or regular mail, by 4:00
p.m. prevailing time on December 5, 2024. Qualification Statements will not be accepted by facsimile transmission
or e-mail.
Subsequent to issuance of this RFQ, the Town (through the issuance of addenda to all firms that have received a copy
of the RFQ) may modify, supplement or amend the provisions of this RFQ in order to respond to inquiries received
from prospective Respondents or as otherwise deemed necessary or appropriate by, and in the sole judgment of, the
Town.
TABLE 1
ANTICIPATED PROCUREMENT SCHEDULE
ACTIVITY
DATE
1. Issuance of Request for Qualifications
November 7, 2024
2. Receipt of Qualification Statements
December 5, 2024
3. Completion of Evaluation of Qualification Statements by the Review Team December 19, 2024
4. Town Review of Review Team Recommendations
December 27, 2024
5. Approval of Professional Services Resolutions by Town Council
January 14, 2025
Section 1.3.
Conditions Applicable to RFQ.
Upon submission of a Qualification Statement in response to this RFQ, the Respondent acknowledges and consents to
the following conditions relative to the submission and review and consideration of its Qualification Statement:
•
This document is an RFQ and does not constitute an RFP.
•
This RFQ does not commit the Town to issue an RFP.
•
All costs incurred by the Respondent in connection with responding to this RFQ shall be borne solely
by the Respondent.
•
The Town reserves the right, in its sole judgment, to reject for any reason, any and all responses and
components thereof and to eliminate any and all Respondents responding to this RFQ from further
consideration for this procurement.
5
•
The Town reserves the right, in its sole judgment, to reject any Respondent that submits incomplete
responses to this RFQ, or a Qualification Statement that is not responsive to the requirements of this
RFQ.
•
The Town reserves the right, without prior notice, to supplement, amend, or otherwise modify this
RFQ, or otherwise request additional information.
•
All Qualification Statements shall become the property of the Town and will not be returned.
•
All Qualification Statements will be made available to the public at the appropriate time, as determined
by the Town, in the exercise of its sole discretion, in accordance with applicable law.
•
The Town may request Respondents to send representatives to the Town for interviews.
•
Any and all Qualification Statements not received by the Town by 4:00 p.m. prevailing time on
December 5, 2024 will be rejected.
•
Neither the Town, its consultants or advisors, nor their respective staffs, including, but not limited to,
the Review Team, shall be liable for any claims or damages resulting from the solicitation or
preparation of the Qualification Statement, nor will there be any reimbursement to Respondents for
the cost of preparing and submitting a Qualification Statement or for participating in this procurement
process.
Section 1.4.
Rights of Town.
The Town reserves, holds and may exercise, at its sole discretion, the following rights and options with regard to this
RFQ and the procurement process in accordance with the provisions of applicable law:
•
To determine that any Qualification Statement received complies or fails to comply with the terms of
this RFQ.
•
To supplement, amend or otherwise modify the RFQ through issuance of addenda to all prospective
Respondents who have received a copy of this RFQ.
•
To waive any technical non-conformance with the terms of this RFQ.
•
To change or alter the schedule for any events called for in this RFQ upon the issuance of notice to all
prospective Respondents who have received a copy of this RFQ.
•
To conduct investigations of any or all of the Respondents, as the Town deems necessary or
convenient, to clarify the information provided as part of the Qualification Statement and to request
additional information to support the information included in any Qualification Statement.
•
To suspend or terminate the procurement process described in this RFQ at any time in the Town’s sole
discretion. If terminated, the Town may determine to commence a new procurement process or
exercise any other rights provided under applicable law without any obligation to the Respondents.
6
The Town shall be under no obligation to complete all or any portion of the procurement process described in this
RFQ.
Section 1.5
Addenda or Amendments to RFQ.
During the period provided for the preparation of responses to the RFQ, the Town may issue addenda, amendments or
answers to written inquiries. Those addenda will be noticed by the Town and will constitute a part of the RFQ. All
responses to the RFQ shall be prepared with full consideration of the addenda issued prior to the proposal submission
date.
Section 1.6
Cost of Proposal Preparation.
Each proposal and all information required to be submitted pursuant to the RFQ shall be prepared at the sole cost and
expense of the respondent. There shall be no claims whatsoever against the Town, its staff, its consultants or such
consultants’ staff, for reimbursement for the payment of costs or expenses incurred in the preparation of the
Qualification Statement or other information required by the RFQ.
Section 1.7
Proposal Format.
Responses should cover all information requested in the questions to be answered in this RFQ.
Responses which in the judgment of the Town fail to meet the requirements of the RFQ or which are in any way
conditional, incomplete, obscure, contain additions or deletions from requested information, or contain errors. may be
rejected.
SECTION 2
SCOPE OF SERVICES
It is the intent of the Town to solicit Qualification Statements from Respondents that have expertise in providing Legal
Services- Public Defender. Firms and/or persons responding to this RFQ shall be able to demonstrate that they will
have the continuing capabilities to perform these services.
SECTION 3
SUBMISSION REQUIREMENTS
Section 3.1
General Requirements.
The Qualification Statement submitted by the Respondent must meet or exceed the professional, administrative and
financial qualifications set forth in this Section 3 and shall incorporate the information requested below.
In addition to the information required as described below, a Respondent may submit supplemental information that it
believes may be useful in evaluating its Qualification Statement. Respondents are encouraged to be clear, factual, and
concise in their presentation of information.
7
Section 3.2
Administrative Information Requirements.
The Respondent shall, as part of its Qualification Statement, provide the following information:
1.
An executive summary (not to exceed two (2) pages) of the information contained in all the other parts
of the Qualification Statement.
2.
An executed Letter of Qualification (See Appendix A to this RFQ).
3.
Name, address and telephone number of the firm or firms submitting the Qualification Statement
pursuant to this RFQ, and the name of the key contact person.
4.
A description of the business organization (i.e., corporation, partnership, joint venture, etc.) of each
firm, its ownership and its organizational structure.
(a)
Provide the names and business addresses of all Principals of the firm or firms submitting the
Qualification Statement. For purposes of this RFQ, "Principals" means persons possessing an
ownership interest in the Respondent. If the Respondent is a corporation, "Principals" shall
include each investor who would have any amount of operational control over the Respondent
and every stockholder having an ownership interest of ten percent (10%) or more in the firm.
(b)
If a firm is a partially owned or a fully-owned subsidiary of another firm, identify the parent
company and describe the nature and extent of the parents' approval rights over the activities
of the firm submitting a Qualification Statement. Describe the approval process.
(c)
If the Respondent is a partnership or a joint venture or similar organization, provide
comparable information as required in (b) above for each member of the partnership, joint
venture or similar organization.
(d)
A statement that the Respondent has complied with all applicable affirmative action (or
similar) requirements with respect to its business activities, together with evidence of such
compliance
5.
An executed Letter of Intent (See Appendix B).
6.
An executed Payment Conditions and Rate Schedules Form (See Appendix C).
7.
An executed Americans with Disabilities Act of 1990 Acknowledgement Form (See Appendix D).
8.
The number of years the business organization has been in business under its present name.
9.
The number of years the business organization has been under its current management.
10.
Any judgments, claims or suits within the last three (3) years in which Respondent has been
adjudicated liable for professional malpractice. If yes, please explain.
11.
Whether the business organization is now or has been involved in any bankruptcy or re-organization
proceedings in the last ten (10) years. If yes, please explain.
8
12.
Confirm appropriate federal and state licenses to perform activities. Submit a copy of the Firm’s
Business Registration Certificate.
Section 3.3
Professional Information Requirements.
1.
Respondent shall submit a description of its overall experience in providing the type of services sought
in the RFQ. At a minimum, the following information on past experience should be included as
appropriate to the RFQ:
a.
Description and scope of work by Respondent;
b.
Name, address and contact information of references; and
c.
Explanation of perceived relevance of the experience to the RFQ.
2.
Describe the services that Respondent would perform directly.
3.
Describe those portions of the Respondent’s services, if any, that are sub-contracted out.
Identify all subcontractors the Respondent anticipates using in connection with this project.
4.
Does the Respondent normally employ union or non-union employees?
5.
Resumes of key employees.
6.
A narrative statement of the Respondent’s understanding of the Town’s needs and goals.
7.
List all immediate relatives of Principal(s) of Respondent who are Town employees or elected
officials of the Town. For purposes of the above, “immediate relative” means a spouse, parent,
stepparent, brother, sister, child, stepchild, direct-line aunt or uncle, grandparent, grandchild, and in-
laws by reason of relation.
SECTION 4
INSTRUCTIONS TO RESPONDENTS
Section 4.1
Submission of Qualification Statements.
Respondents must submit an original and one (1) copy of their Qualification Statement to the Designated Contact
Person:
Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
9
Qualification Statements must be received by the Town no later than 4:00 p.m. (prevailing time) on December 5, 2024,
and must be mailed or hand-delivered. Qualification Statements forwarded by facsimile or e-mail will not be accepted.
To be responsive, Qualification Statements must provide all requested information, and must be in strict conformance
with the instructions set forth herein. Qualification Statements and all related information must be bound and signed
and acknowledged by the Respondent.
SECTION 5
EVALUATION
The Town’s objective in soliciting Qualification Statements is to enable it to select a firm or organization that will
provide high quality and cost effective services to the citizens of Morristown. The Town will consider Qualification
Statements only from firms or organizations that, in the Town’s judgment, have demonstrated the capability and
willingness to provide high quality services to the citizens of the Town in the manner described in this RFQ.
Proposals will be evaluated by the Town on the basis of the most advantageous, all relevant factors considered. The
evaluation will consider:
1.
Experience and reputation in the field;
2.
Knowledge of the Town and the subject matter addressed under the contract;
3.
Availability to accommodate the required meetings of the Town; and
4.
Other factors demonstrated to be in the best interest of the Town.
10
APPENDIX A
LETTER OF QUALIFICATION
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this
letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned has reviewed its Qualification Statement submitted in response to the Request for Qualifications
(RFQ) issued by the Town of Morristown ("Town"), dated __________________, in connection with the Town’s
need for Legal Services–Public Defender.
We affirm that the contents of our Qualification Statement (which Qualification Statement is incorporated herein
by reference), are accurate, factual and complete to the best of our knowledge and belief and that the Qualification
Statement is submitted in good faith upon the express understanding that any false statement may result in the
disqualification of (Name of Respondent).
(Respondent shall sign and complete the spaces provided below. If a joint venture, appropriate officers of each
company shall sign.)
(Signature of Chief
Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ___________________
11
APPENDIX B
LETTER OF INTENT
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned, as Respondent, has (have) submitted the attached Qualification Statement in response to a Request for
Qualifications (RFQ), issued by the Town of Morristown ("Town"), dated __________________in connection with the
Town’s need for Legal Services–Public Defender.
(Name of Respondent) HEREBY STATES:
1.
The Qualification Statement contains accurate, factual and complete information.
2.
(Name of Respondent) agrees (agrees) to participate in good faith in the procurement process as described
in the RFQ and to adhere to the Town's procurement schedule.
3.
(Name of Respondent) acknowledges (acknowledge) that all costs incurred by it (them) in connection with
the preparation and submission of the Qualification Statement and any proposal prepared and submitted in
response to the RFQ, or any negotiation which results therefrom shall be borne exclusively by the
Respondent.
5.
(Name of Respondent) hereby declares (declare) that the only persons participating in this Qualification
Statement as Principals are named herein and that no person other than those herein mentioned has any
participation in this Qualification Statement or in any contract to be entered into with respect thereto.
Additional persons may subsequently be included as participating Principals, but only if acceptable to the
Town. (Name of Respondent) declares that this Qualification Statement is made without connection with
any other person, firm or parties who has submitted a Qualification Statement, except as expressly set forth
below and that it has been prepared and has been submitted in good faith and without collusion or fraud.
5.
(Name of Respondent) acknowledges and agrees that the Town may modify, amend, suspend and/or
terminate the procurement process (in its sole judgment). In any case, the Town shall not have any liability
to the Respondent for any costs incurred by the Respondent with respect to the procurement activities
described in this RFQ.
6.
(Name of Respondent) acknowledges that any contract executed with respect to the provision of Legal
Services–Public Defender must comply with all applicable affirmative action and similar laws.
Respondent hereby agrees to take such actions as are required in order to comply with such applicable laws.
(Respondent shall sign and complete the space provided below. If a joint venture, appropriate officers of each company shall
sign.)
(Signature of Chief Executive Officer)
(Typed Name and Title)
12
(Type Name of Firm)
Dated: ________________
APPENDIX C
PAYMENT CONDITIONS AND RATE SCHEDULES
1.
The compensation for Legal Services -Public Defender shall be Three Hundred Dollars ($300.00) per
Municipal Court Session.
2.
Counsel shall be reimbursed at cost for expenses incurred for duplication, filing fees, court reporters and
other reasonable out-of-pocket expenses advanced and/or incurred by counsel. Counsel shall be
reimbursed for direct charges including disbursements that are actual expenses incurred by the
Professional and or/their associated Firm in connection with such Legal Services -Public Defender, and
shall include, but not be limited to:
a.
Telegrams, faxes and long distance (Out-of-State) telephone calls;
b.
Payment of filing fees, application fees, review fees and similar charges;
c.
Computer expenses including time and proprietary program charges;
d.
Outside printing, reproduction, binding, collating and other graphic services;
e.
Messenger service, postage and handling of drawing and specifications, reports,
contracts and other bulky items.
3.
Monthly invoices shall be submitted detailing all services performed.
Signature: The undersigned hereby acknowledges and accepts the established payment terms.
Name of Respondent/Firm:__________________________________
Print name and title:________________________________________
Signature:________________________________________________
Date:____________________________________________________
ATTEST:
________________________________
Witness
13
APPENDIX D
AMERICANS WITH DISABILITIES ACT OF 1990
ACKNOWLEDGEMENT FORM
This form is an agreement of the successful Vendor’s obligation to comply with the requirements of 42 U.S.C.
§121.01 et seq., referred to as the Americans Disability Act of 1990.
The undersigned Vendor hereby acknowledges receipt of the Americans with Disabilities Act of 1990 found at
Appendix B of this packet.
The undersigned Vendor hereby certifies that he/she is aware of the commitment to comply with the requirements
of 42 U.S.C. §121.01 et seq. and agrees to furnish any required forms as evidence of compliance.
The undersigned Vendor further certifies that he/she understands that his/her proposal shall be rejected as non-
responsive and any contract entered into shall be void and of no effect if said Vendor fails to comply with the
requirements of 42 U.S.C. §121.01 et seq.
COMPANY:___________________________ TITLE:______________________________
PRINT NAME: __________________________SIGNATURE:_______________________________
DATE: ______________________
--- Document: 2024 RFQ for 2025 On-Call Planner.pdf ---
1
NOTE: The Town of Morristown Planning Town will consider proposals only from firms or
organizations that have demonstrated the capability and willingness to provide high quality services
in the manner described in this Request for Qualifications.
REQUEST FOR QUALIFICATIONS
FOR THE PROVISION OF ON-CALL TOWN PLANNER
ISSUE DATE: November 7, 2024
DUE DATE: December 5, 2024
Issued by:
Town of Morristown
2
GLOSSARY
The following definitions shall apply to and are used in this Request for Qualifications:
"Town" - refers to the Planning Town.
"Town" - refers to the Town of Morristown.
"Principals" means persons possessing an ownership interest in the Respondent. If the Respondent is a
corporation, "Principals" shall include each investor who would have any amount of operational control
over the Respondent and every stockholder having an ownership interest of ten percent (10%) or more in
the firm.
"Qualification Statement" - refers to the complete responses to this RFQ submitted by the Respondents.
"Qualified Respondent" - refers to those Respondents who have satisfied the qualification criteria set forth
in this RFQ.
"Respondent" or "Respondents" - refers to the interested firm(s) that submit a Qualification Statement.
“Review Team” – Members of the Town and its legal and/or financial advisors who shall review the
Qualification Statements.
"RFQ" - refers to this Request for Qualifications, including any amendments thereof or supplements
thereto..
3
SECTION 1
INTRODUCTION AND GENERAL INFORMATION
1.1.
Introduction and Purpose.
The Town is soliciting Qualification Statements from interested persons and/or firms for the provision of
On-Call Town Planner, as more particularly described herein. Through a Request for Qualification
process described herein, persons and/or firms interested in assisting the Town with the provision of such
services must prepare and submit a Qualification Statement in accordance with the procedures and
schedules in this RFQ. The Town will review Qualification Statements only from those firms that submit a
Qualification Statement which includes all the information required to be included as described herein (in
the sole judgment of the Town). The Town intends to qualify person(s) and/or firm(s) that: (a) possesses
the professional, financial and administrative capabilities to provide the proposed services; and (b) will
agree to work under the compensation terms and conditions determined by the Town to provide the greatest
benefit to the taxpayers of Morristown.
1.2.
Procurement Process and Schedule.
The selection of Qualified Respondents is not subject to the bidding provisions of the Local Public
Contracts Law, N.J.S.A. 40A:11-1 et seq. The Town has structured a procurement process that seeks to
obtain the desired results described above, while establishing a competitive process to assure that each
person and/or firm is provided with an equal opportunity to submit a Qualification Statement in response
to the RFQ. Qualification Statements will be evaluated in accordance with the criteria set forth in Section
5 of this RFQ, which will be applied in the same manner to each Qualification Statement received.
Respondents agree to at all times abide by all requirements of New Jersey law.
Qualification Statements will be reviewed and evaluated by the Town Administration and its legal and/or
financial advisors (collectively, the "Review Team"). The Qualification Statements will be reviewed to
determine if the Respondent has met the minimum professional, administrative and financial criteria
described in this RFQ. Under no circumstances will a member of the Review Team review responses to an
RFQ for a position which they or their firm submitted a response. Based upon the totality of the information
contained in the Qualification Statement, including information about the reputation and experience of each
Respondent, the Town will (in its sole judgment) determine which Respondents are qualified from
professional, administrative and financial standpoints. Each Respondent that meets the requirements of the
RFQ (in the sole judgment of the Town) will be designated as a Qualified Respondent and will be given
the opportunity to participate in the selection process determined by the Town.
The RFQ process commences with the issuance of this RFQ. The steps involved in the process and the
anticipated completion dates are set forth in Table 1, Procurement Schedule. The Town reserves the right
to, among other things, amend, modify or alter the Procurement Schedule upon notice to all potential
Respondents.
4
All communications concerning this RFQ or the RFQ process shall be directed to the Town’s Designated
Contact Person, in writing.
Designated Contact Person:
Jillian Barrick, Business Administrator
Town of Morristown
200 South St. CN914, Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
Qualification Statements must be submitted to, and be received by, the Town, by hand delivery or regular
mail, by 4:00pm prevailing time on December 5, 2024. Qualification Statements will not be accepted by
facsimile transmission or e-mail.
Subsequent to issuance of this RFQ, the Town (through the issuance of addenda to all firms that have
received a copy of the RFQ) may modify, supplement or amend the provisions of this RFQ in order to
respond to inquiries received from prospective Respondents or as otherwise deemed necessary or
appropriate by, and in the sole judgment of, the Town.
TABLE 1
ANTICIPATED PROCUREMENT SCHEDULE
ACTIVITY
DATE
1. Issuance of Request for Qualifications
November 7, 2024
2. Receipt of Qualification Statements
December 5, 2024
3. Completion of Evaluation of Qualification Statements by the Review Team December 19, 2024
4. Town Review of Review Team Recommendations
December 27, 2024
5. Approval of Professional Services Resolutions by Town Council
January 14, 2025
Section 1.3.
Conditions Applicable to RFQ.
Upon submission of a Qualification Statement in response to this RFQ, the Respondent acknowledges and
consents to the following conditions relative to the submission and review and consideration of its
Qualification Statement:
•
This document is an RFQ and does not constitute an RFP.
•
This RFQ does not commit the Town to issue an RFP.
•
All costs incurred by the Respondent in connection with responding to this RFQ shall be borne
solely by the Respondent.
•
The Town reserves the right, in its sole judgment, to reject for any reason, any and all responses
and components thereof and to eliminate any and all Respondents responding to this RFQ from
further consideration for this procurement.
•
The Town reserves the right, in its sole judgment, to reject any Respondent that submits incomplete
5
responses to this RFQ, or a Qualification Statement that is not responsive to the requirements of
this RFQ.
•
The Town reserves the right, without prior notice, to supplement, amend, or otherwise modify this
RFQ, or otherwise request additional information.
•
All Qualification Statements shall become the property of the Town and will not be returned.
•
All Qualification Statements will be made available to the public at the appropriate time, as
determined by the Town, in the exercise of its sole discretion, in accordance with applicable law.
•
The Town may request Respondents to send representatives to the Town for interviews.
•
Any and all Qualification Statements not received by the Town by 4:00pm prevailing time on
December 5, 2024 will be rejected.
•
Neither the Town, its consultants or advisors, nor their respective staffs, including, but not limited
to, the Review Team, shall be liable for any claims or damages resulting from the solicitation or
preparation of the Qualification Statement, nor will there be any reimbursement to Respondents for
the cost of preparing and submitting a Qualification Statement or for participating in this
procurement process.
Section 1.4.
Rights of Town.
The Town reserves, holds and may exercise, at its sole discretion, the following rights and options with
regard to this RFQ and the procurement process in accordance with the provisions of applicable law:
•
To determine that any Qualification Statement received complies or fails to comply with the terms
of this RFQ.
•
To supplement, amend or otherwise modify the RFQ through issuance of addenda to all prospective
Respondents who have received a copy of this RFQ.
•
To waive any technical non-conformance with the terms of this RFQ.
•
To change or alter the schedule for any events called for in this RFQ upon the issuance of notice to
all prospective Respondents who have received a copy of this RFQ.
•
To conduct investigations of any or all of the Respondents, as the Town deems necessary or
convenient, to clarify the information provided as part of the Qualification Statement and to request
additional information to support the information included in any Qualification Statement.
•
To suspend or terminate the procurement process described in this RFQ at any time (in its sole
discretion.) If terminated, the Town may determine to commence a new procurement process or
exercise any other rights provided under applicable law without any obligation to the Respondents.
The Town shall be under no obligation to complete all or any portion of the procurement process described
in this RFQ.
6
1.5
Addenda or Amendments to RFQ.
During the period provided for the preparation of responses to the RFQ, the Town may issue addenda,
amendments or answers to written inquiries. Those addenda will be noticed by the Town and will constitute
a part of the RFQ. All responses to the RFQ shall be prepared with full consideration of the addenda issued
prior to the proposal submission date.
1.6
Cost of Proposal Preparation.
Each proposal and all information required to be submitted pursuant to the RFQ shall be prepared at the
sole cost and expense of the respondent. There shall be no claims whatsoever against the Town, its staff,
its consultants or such consultants’ staff, for reimbursement for the payment of costs or expenses incurred
in the preparation of the Qualification Statement or other information required by the RFQ.
1.7
Proposal Format.
Responses should cover all information requested in the questions to be answered in this RFQ. Responses
which in the judgment of the Town fail to meet the requirements of the RFQ or which are in any way
conditional, incomplete, obscure, contain additions or deletions from requested information, or contain
errors may be rejected.
SECTION 2
SCOPE OF SERVICES
It is the intent of the Town to solicit Qualification Statements from Respondents that have expertise in the
provision of consulting planning services. Firms and/or persons responding to this RFQ shall be able to
demonstrate that they will have the continuing capabilities to perform these services.
SECTION 3
SUBMISSION REQUIREMENTS
Section 3.1
General Requirements.
The Qualification Statement submitted by the Respondent must meet or exceed the professional,
administrative and financial qualifications set forth in this Section 3 and shall incorporate the information
requested below.
In addition to the information required as described below, a Respondent may submit supplemental
information that it believes may be useful in evaluating its Qualification Statement. Respondents are
encouraged to be clear, factual, and concise in their presentation of information.
Section 3.2
Administrative Information Requirements.
The Respondent shall, as part of its Qualification Statement, provide the following information:
1.
An executive summary (not to exceed two (2) pages) of the information contained in all the other
parts of the Qualification Statement.
7
2.
An executed Letter of Qualification (See Appendix A to this RFQ).
3.
Name, address and telephone number of the firm or firms submitting the Qualification Statement
pursuant to this RFQ, and the name of the key contact person.
4.
A description of the business organization (i.e., corporation, partnership, joint venture, etc.) of each
firm, its ownership and its organizational structure.
(a)
Provide the names and business addresses of all Principals of the firm or firms submitting
the Qualification Statement. For purposes of this RFQ, "Principals" means persons
possessing an ownership interest in the Respondent. If the Respondent is a corporation,
"Principals" shall include each investor who would have any amount of operational control
over the Respondent and every stockholder having an ownership interest of ten percent
(10%) or more in the firm.
(b)
If a firm is a partially owned or a fully-owned subsidiary of another firm, identify the parent
company and describe the nature and extent of the parents' approval rights over the
activities of the firm submitting a Qualification Statement. Describe the approval process.
(c)
If the Respondent is a partnership or a joint venture or similar organization, provide
comparable information as required in (b) above for each member of the partnership, joint
venture or similar organization.
(d)
A statement that the Respondent has complied with all applicable affirmative action (or
similar) requirements with respect to its business activities, together with evidence of such
compliance
5.
An executed Letter of Intent (See Appendix B).
6.
An executed Payment Conditions and Rate Schedules Form (See Appendix C).
7.
An executed Americans with Disabilities Act of 1990 Acknowledgement Form (See Appendix D).
8.
The number of years the business organization has been in business under its present name.
9.
The number of years the business organization has been under its current management.
10.
Any judgments, claims or suits within the last three (3) years in which Respondent has been
adjudicated liable for professional malpractice. If yes, please explain.
11.
Whether the business organization is now or has been involved in any bankruptcy or re-
organization proceedings in the last ten (10) years. If yes, please explain.
12.
Confirm appropriate federal and state licenses to perform activities. Submit a copy of the Firm’s
Business Registration Certificate.
Section 3.3
Professional Information Requirements.
1. Respondent shall submit a description of its overall experience in providing the type of services
8
sought in the RFQ. At a minimum, the following information on past experience should be included
as appropriate to the RFQ:
a.
Description and scope of work by Respondent;
b.
Name, address and contact information of references; and
c.
Explanation of perceived relevance of the experience to the RFQ.
2.
Describe the services that Respondent would perform directly.
3. Describe those portions of the Respondent’s services, if any, that are sub-contracted out. Identify
all subcontractors the Respondent anticipates using in connection with this project.
4.
Does the Respondent normally employ union or non-union employees?
5.
Resumes of key employees.
6.
A narrative statement of the Respondent’s understanding of the Town’s needs and goals.
7. List all immediate relatives of Principal(s) of Respondent who are Town or Town employees or
elected officials of the Town or Town. For purposes of the above, “immediate relative” means a
spouse, parent, stepparent, brother, sister, child, stepchild, direct-line aunt or uncle, grandparent,
grandchild, and in- laws by reason of relation.
SECTION 4
INSTRUCTIONS TO RESPONDENTS
4.1
Submission of Qualification Statements.
Respondents must submit an original and one (1) copy of their Qualification Statement to the Designated
Contact Person:
Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
Qualification Statements must be received no later than 4:00 p.m. (prevailing time) on December 5, 2024,
and must be mailed or hand-delivered. Qualification Statements forwarded by facsimile or e-mail will not
be accepted.
To be responsive, Qualification Statements must provide all requested information, and must be in strict
conformance with the instructions set forth herein. Qualification Statements and all related information
must be bound, and signed and acknowledged by the Respondent.
9
SECTION 5
EVALUATION
The Town’s objective in soliciting Qualification Statements is to enable it to select a firm or organization
that will provide high quality and cost effective services to the citizens of Morristown. The Town will
consider Qualification Statements only from firms or organizations that, in the Town’s judgment, have
demonstrated the capability and willingness to provide high quality services to the citizens of the Town in
the manner described in this RFQ.
Proposals will be evaluated by the Town on the basis of the most advantageous, all relevant factors
considered. The evaluation will consider:
1.
Experience and reputation in the field;
2.
Knowledge of the Town and the subject matter addressed under the contract;
3.
Availability to accommodate the required meetings of the Town; and
4.
Other factors demonstrated to be in the best interest of the Town.
10
APPENDIX A
LETTER OF QUALIFICATION
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned has reviewed its Qualification Statement submitted in response to the Request for Qualifications
(RFQ) issued by the Town of Morristown ("Town"), dated __________________, in connection with the Town’s need
for On-Call Town Planner.
We affirm that the contents of our Qualification Statement (which Qualification Statement is incorporated herein by
reference), are accurate, factual and complete to the best of our knowledge and belief and that the Qualification
Statement is submitted in good faith upon the express understanding that any false statement may result in the
disqualification of (Name of Respondent).
(Respondent shall sign and complete the spaces provided below. If a joint venture, appropriate officers of each
company shall sign.)
(Signature of Chief
Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ___________________
11
APPENDIX B
LETTER OF INTENT
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
[INSERT DATE]
Jillian Barrick, Business Administrator
Town of Morristown
200 South St. CN914, Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned, as Respondent, has (have) submitted the attached Qualification Statement in response to a Request
for Qualifications (RFQ), issued by the Town of Morristown ("Town"), dated __________________in connection
with the Town’s need for On-Call Town Planner.
(Name of Respondent) HEREBY STATES:
1.
The Qualification Statement contains accurate, factual and complete information.
2.
(Name of Respondent) agrees (agrees) to participate in good faith in the procurement process as
described in the RFQ and to adhere to the Town's procurement schedule.
3.
(Name of Respondent) acknowledges (acknowledge) that all costs incurred by it (them) in
connection with the preparation and submission of the Qualification Statement and any proposal
prepared and submitted in response to the RFQ, or any negotiation which results therefrom shall be
borne exclusively by the Respondent.
4.
(Name of Respondent) hereby declares (declare) that the only persons participating in this
Qualification Statement as Principals are named herein and that no person other than those herein
mentioned has any participation in this Qualification Statement or in any contract to be entered into
with respect thereto. Additional persons may subsequently be included as participating Principals,
but only if acceptable to the Town. (Name of Respondent) declares that this Qualification Statement
is made without connection with any other person, firm or parties who has submitted a Qualification
Statement, except as expressly set forth below and that it has been prepared and has been submitted
in good faith and without collusion or frau5. (Name of Respondent) acknowledges and agrees that
the Town may modify, amend, suspend and/or terminate the procurement process (in its sole
judgment). In any case, the Town shall not have any liability to the Respondent for any costs
incurred by the Respondent with respect to the procurement activities described in this RFQ.
6.
(Name of Respondent) acknowledges that any contract executed with respect to the provision of
Planning Town -Planner must comply with all applicable affirmative action and similar laws.
Respondent hereby agrees to take such actions as are required in order to comply with such
applicable laws.
(Respondent shall sign and complete the space provided below. If a joint venture, appropriate officers of each
company shall sign.)
(Signature of Chief Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
12
Dated: ________________
APPENDIX C
PAYMENT CONDITIONS AND RATE SCHEDULES
1. On-Call Planner agrees to perform all of the necessary services as required in connection with
planning issues and shall do, perform and carry out such services in a satisfactory and proper
manner. To the extent the On-Call Planner perform services or activities as a planner on behalf
of its client, its services shall be deemed to be as an independent professional contractor under
the Professional Services Contract with Morristown. On-Call Planner will include Principal to
provide oversight of all work provided to the Town of Morristown. The On-Call Planner will
dedicate adequate staff resources as needed or directed under this agreement. Morristown will
provide a desk with standard office facilities within the Morristown Town Hall.
2. The On-Call Planner shall be compensated at a rate of $12,500 per month for General Planning
Services. General Planning Services shall include the administration of the following tasks,
duties as functions within the Morristown Planning Division:
a) Administration of municipal comprehensive and master planning;
b) Legislative drafting, including modifications to the Zoning Ordinances;
c) Coordination and engagement with related governmental organizations;
d) Consultation and advice regarding the administration of affordable housing programs
within the Town;
e) On-call expertise to related boards and commissions as may be formed by Morristown;
f) Special planning projects and initiatives as may be identified by Morristown;
g) Grant-writing and facilitation of other fundraising activities related to administration
General Planning Services as well as the implementation of identified capital projects;
h) Manage and execute community engagement and outreach initiatives on behalf of
Morristown.
i) Attendance at regular meetings of the Morristown Governing Body or informal
community workshops related to the administration of General Planning Services listed
above.
The On-Call Planner shall be compensated at an hourly rate for “Additional Planning Services” that
fall outside the scope of General Planning Services as defined above. Additional Planning Services
shall include but not be limited to Redevelopment Planning Services funded by either the
municipality or Redeveloper escrow deposits. Additional Planning Services, including
Redevelopment Planning Services, shall be billed at an hourly rate of Two Hundred Dollars ($200) if
funded by Redeveloper or developer escrow deposits and at an hourly rate of One Hundred Fifty
($150) if funded by the municipality.
The On-Call Planner shall have the authority to delegate, from time to time, work to related sub
consultants, to be compensated at the same rate and pursuant to the terms related above.
The On-Call Planner shall be reimbursed at cost for expenses incurred for duplication, filing fees,
court reporters and other reasonable out-of-pocket expenses advanced and/or incurred and shall be
reimbursed for direct charges including disbursements that are actual expenses incurred by the
Planner associated in connection with such services, and include, but are not limited to:
13
a) Telegrams, faxes and long distance (Out-of-State) telephone calls.
b) Payment of filing fees, review fees and similar charges.
c) Outside printing, reproduction, binding, collating and other graphic services.
d) Messenger service, postage and handling of drawing and specifications, reports, contracts and
other bulky items.
Travel time to and from the Town of Morristown will not be charged. The total compensation
described herein shall not exceed the amount appropriated for On-Call Planner unless authorized by
the Mayor or Morristown Council or for the performance of added emergent on-call planning
services. Consistent with current practice, monthly invoices shall be submitted which shall include a
detail of detailing all of the services that are performed on an hourly basis.
3. Monthly invoices shall be submitted detailing all services performed.
Signature: The undersigned hereby acknowledges and accepts the established payment terms.
Name of Respondent/Firm:
Print name and title:
Signature:
Date:
ATTEST:
______________________________
Witness
14
APPENDIX D
AMERICANS WITH DISABILITIES ACT OF 1990
ACKNOWLEDGEMENT FORM
This form is an agreement of the successful Vendor’s obligation to comply with the requirements of 42
U.S.C. §121.01 et seq., referred to as the Americans Disability Act of 1990.
The undersigned Vendor hereby acknowledges receipt of the Americans with Disabilities Act of 1990 found
at Appendix B of this packet.
The undersigned Vendor hereby certifies that he/she is aware of the commitment to comply with the
requirements of 42 U.S.C. §121.01 et seq. and agrees to furnish any required forms as evidence of
compliance.
The undersigned Vendor further certifies that he/she understands that his/her proposal shall be rejected as
non-responsive and any contract entered into shall be void and of no effect if said Vendor fails to comply
with the requirements of 42 U.S.C. §121.01 et seq.
COMPANY:___________________________ TITLE:______________________________
PRINT NAME: __________________________SIGNATURE:_______________________________
DATE: ______________________
--- Document: 2024 RFQ for 2025 Conflict On-Call Planner.pdf ---
NOTE: The Town of Morristown will consider proposals only from firms or organizations that have
demonstrated the capability and willingness to provide high quality services in the manner described in this
Request for Qualifications.
REQUEST FOR QUALIFICATIONS
FOR THE PROVISION OF CONFLICT ON-CALL PLANNER
ISSUE DATE: November 7, 2024
DUE DATE: December 5, 2024
Issued by:
Town of Morristown
2
GLOSSARY
The following definitions shall apply to and are used in this Request for Qualifications:
"Principals" means persons possessing an ownership interest in the Respondent. If the Respondent is a corporation,
"Principals" shall include each investor who would have any amount of operational control over the Respondent and
every stockholder having an ownership interest of ten percent (10%) or more in the firm.
"Qualification Statement" - refers to the complete responses to this RFQ submitted by the Respondents.
"Qualified Respondent" - refers to those Respondents who (in the sole judgment of the Town) have satisfied the
qualification criteria set forth in this RFQ.
"Respondent" or "Respondents" - refers to the interested firm(s) that submit a Qualification Statement.
“Review Team” – Members of the Town Administration and its legal and/or financial advisors who shall review the
Qualification Statements.
"RFQ" - refers to this Request for Qualifications, including any amendments thereof or supplements thereto.
"Town" - refers to the Town of Morristown.
3
SECTION 1
INTRODUCTION AND GENERAL INFORMATION
Section 1.1.
Introduction and Purpose.
The Town is soliciting Qualification Statements from interested persons and/or firms for the provision of Conflict On-
Call Planner as more particularly described herein. Through a Request for Qualification process described herein,
persons and/or firms interested in assisting the Town with the provision of such services must prepare and submit a
Qualification Statement in accordance with the procedures and schedules in this RFQ. The Town will review
Qualification Statements only from those firms that submit a Qualification Statement which includes all the information
required to be included as described herein (in the sole judgment of the Town). The Town intends to qualify person(s)
and/or firm(s) that: (a) possesses the professional, financial and administrative capabilities to provide the proposed
services, and (b) will agree to work under the compensation terms and conditions determined by the Town to provide
the greatest benefit to the taxpayers of Morristown.
Section 1.2.
Procurement Process and Schedule.
The selection of Qualified Respondents is not subject to the bidding provisions of the Local Public Contracts Law,
N.J.S.A. 40A:11-1 et seq. The Town has structured a procurement process that seeks to obtain the desired results
described above, while establishing a competitive process to assure that each person and/or firm is provided with an
equal opportunity to submit a Qualification Statement in response to the RFQ. Qualification Statements will be evaluated
in accordance with the criteria set forth in Section 5 of this RFQ, which will be applied in the same manner to each
Qualification Statement received. Respondents agree to at all times abide by all requirements of New Jersey law.
Qualification Statements will be reviewed and evaluated by the Town Administration and its legal and/or financial
advisors (collectively, the "Review Team"). The Qualification Statements will be reviewed to determine if the
Respondent has met the minimum professional, administrative and financial criteria described in this RFQ. Under no
circumstances will a member of the Review Team review responses to an RFQ for a position which they or their firm
submitted a response. Based upon the totality of the information contained in the Qualification Statement, including
information about the reputation and experience of each Respondent, the Town will (in its sole judgment) determine
which Respondents are qualified from professional, administrative and financial standpoints. Each Respondent that
meets the requirements of the RFQ (in the sole judgment of the Town) will be designated as a Qualified Respondent and
will be given the opportunity to participate in the selection process determined by the Town.
The RFQ process commences with the issuance of this RFQ. The steps involved in the process and the anticipated
completion dates are set forth in Table 1, Procurement Schedule. The Town reserves the right to, among other things,
amend, modify or alter the Procurement Schedule upon notice to all potential Respondents.
All communications concerning this RFQ or the RFQ process shall be directed to the Town’s Designated Contact Person,
in writing.
Designated Contact Person:
Jillian Barrick, Business Administrator
Town of Morristown
200 South St. CN914, Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
4
Qualification Statements must be submitted to, and be received by, the Town, by hand delivery or regular mail, by 4:00
p.m. prevailing time on December 5, 2024. Qualification Statements will not be accepted by facsimile transmission or
e-mail.
Subsequent to issuance of this RFQ, the Town (through the issuance of addenda to all firms that have received a copy of
the RFQ) may modify, supplement or amend the provisions of this RFQ in order to respond to inquiries received from
prospective Respondents or as otherwise deemed necessary or appropriate by, and in the sole judgment of, the Town.
TABLE 1
ANTICIPATED PROCUREMENT SCHEDULE
ACTIVITY
DATE
1. Issuance of Request for Qualifications
November 7, 2024
2. Receipt of Qualification Statements
December 5, 2024
3. Completion of Evaluation of Qualification Statements by the Review Team December 19, 2024
4. Town Review of Review Team Recommendations
December 27, 2024
5. Approval of Professional Services Resolutions by Town Council
January 14, 2025
Section 1.3.
Conditions Applicable to RFQ.
Upon submission of a Qualification Statement in response to this RFQ, the Respondent acknowledges and consents to
the following conditions relative to the submission and review and consideration of its Qualification Statement:
•
This document is an RFQ and does not constitute an RFP.
•
This RFQ does not commit the Town to issue an RFP.
•
All costs incurred by the Respondent in connection with responding to this RFQ shall be borne solely
by the Respondent.
•
The Town reserves the right, in its sole judgment, to reject for any reason, any and all responses and
components thereof and to eliminate any and all Respondents responding to this RFQ from further
consideration for this procurement.
•
The Town reserves the right, in its sole judgment, to reject any Respondent that submits incomplete
responses to this RFQ, or a Qualification Statement that is not responsive to the requirements of this
RFQ.
•
The Town reserves the right, without prior notice, to supplement, amend, or otherwise modify this RFQ,
or otherwise request additional information.
•
All Qualification Statements shall become the property of the Town and will not be returned.
•
All Qualification Statements will be made available to the public at the appropriate time, as determined
by the Town, in the exercise of its sole discretion, in accordance with applicable law.
5
•
The Town may request Respondents to send representatives to the Town for interviews.
•
Any and all Qualification Statements not received by the Town by 4:00 p.m. prevailing time on
December 5, 2024 will be rejected.
•
Neither the Town, its consultants or advisors, nor their respective staffs, including, but not limited to,
the Review Team, shall be liable for any claims or damages resulting from the solicitation or preparation
of the Qualification Statement, nor will there be any reimbursement to Respondents for the cost of
preparing and submitting a Qualification Statement or for participating in this procurement process.
Section 1.4.
Rights of Town.
The Town reserves, holds and may exercise, at its sole discretion, the following rights and options with regard to this
RFQ and the procurement process in accordance with the provisions of applicable law:
•
To determine that any Qualification Statement received complies or fails to comply with the terms of
this RFQ.
•
To supplement, amend or otherwise modify the RFQ through issuance of addenda to all prospective
Respondents who have received a copy of this RFQ.
•
To waive any technical non-conformance with the terms of this RFQ.
•
To change or alter the schedule for any events called for in this RFQ upon the issuance of notice to all
prospective Respondents who have received a copy of this RFQ.
•
To conduct investigations of any or all of the Respondents, as the Town deems necessary or convenient,
to clarify the information provided as part of the Qualification Statement and to request additional
information to support the information included in any Qualification Statement.
•
To suspend or terminate the procurement process described in this RFQ at any time in the Town’s sole
discretion. If terminated, the Town may determine to commence a new procurement process or exercise
any other rights provided under applicable law without any obligation to the Respondents.
The Town shall be under no obligation to complete all or any portion of the procurement process described in this RFQ.
Section 1.5
Addenda or Amendments to RFQ.
During the period provided for the preparation of responses to the RFQ, the Town may issue addenda, amendments or
answers to written inquiries. Those addenda will be noticed by the Town and will constitute a part of the RFQ. All
responses to the RFQ shall be prepared with full consideration of the addenda issued prior to the proposal submission
date.
Section 1.6
Cost of Proposal Preparation.
Each proposal and all information required to be submitted pursuant to the RFQ shall be prepared at the sole cost and
expense of the respondent. There shall be no claims whatsoever against the Town, its staff, its consultants or such
6
consultant’s staff, for reimbursement for the payment of costs or expenses incurred in the preparation of the Qualification
Statement or other information required by the RFQ.
Section 1.7
Proposal Format.
Responses should cover all information requested in the questions to be answered in this RFQ. Responses which in the
judgment of the Town fail to meet the requirements of the RFQ or which are in any way conditional, incomplete, obscure,
contain additions or deletions from requested information, or contain errors. may be rejected.
SECTION 2
SCOPE OF SERVICES
It is the intent of the Town to solicit Qualification Statements from Respondents that have expertise in providing Conflict
On-Call Planner. Firms and/or persons responding to this RFQ shall be able to demonstrate that they will have the
continuing capabilities to perform these services.
SECTION 3
SUBMISSION REQUIREMENTS
Section 3.1
General Requirements.
The Qualification Statement submitted by the Respondent must meet or exceed the professional, administrative and
financial qualifications set forth in this Section 3 and shall incorporate the information requested below.
In addition to the information required as described below, a Respondent may submit supplemental information that it
believes may be useful in evaluating its Qualification Statement. Respondents are encouraged to be clear, factual, and
concise in their presentation of information.
Section 3.2
Administrative Information Requirements.
The Respondent shall, as part of its Qualification Statement, provide the following information:
1.
An executive summary (not to exceed two (2) pages) of the information contained in all the other parts
of the Qualification Statement.
2.
An executed Letter of Qualification (See Appendix A to this RFQ).
3.
Name, address and telephone number of the firm or firms submitting the Qualification Statement
pursuant to this RFQ, and the name of the key contact person.
4.
A description of the business organization (i.e., corporation, partnership, joint venture, etc.) of each firm,
its ownership and its organizational structure.
(a)
Provide the names and business addresses of all Principals of the firm or firms submitting the
Qualification Statement. For purposes of this RFQ, "Principals" means persons possessing an
ownership interest in the Respondent. If the Respondent is a corporation, "Principals" shall
7
include each investor who would have any amount of operational control over the Respondent
and every stockholder having an ownership interest of ten percent (10%) or more in the firm.
(b)
If a firm is a partially owned or a fully-owned subsidiary of another firm, identify the parent
company and describe the nature and extent of the parents' approval rights over the activities of
the firm submitting a Qualification Statement. Describe the approval process.
(c)
If the Respondent is a partnership or a joint venture or similar organization, provide comparable
information as required in (b) above for each member of the partnership, joint venture or similar
organization.
(d)
A statement that the Respondent has complied with all applicable affirmative action (or similar)
requirements with respect to its business activities, together with evidence of such compliance
5.
An executed Letter of Intent (See Appendix B).
6.
An executed Payment Conditions and Rate Schedules Form (See Appendix C).
7.
An executed Americans with Disabilities Act of 1990 Acknowledgement Form (See Appendix D).
8.
The number of years the business organization has been in business under its present name.
9.
The number of years the business organization has been under its current management.
10.
Any judgments, claims or suits within the last three (3) years in which Respondent has been adjudicated
liable for professional malpractice. If yes, please explain.
11.
Whether the business organization is now or has been involved in any bankruptcy or re-organization
proceedings in the last ten (10) years. If yes, please explain.
12.
Confirm appropriate federal and state licenses to perform activities. Submit a copy of the Firm’s Business
Registration Certificate.
Section 3.3
Professional Information Requirements.
1.
Respondent shall submit a description of its overall experience in providing the type of services sought
in the RFQ. At a minimum, the following information on past experience should be included as appropriate to
the RFQ:
a.
Description and scope of work by Respondent;
b.
Name, address and contact information of references; and
c.
Explanation of perceived relevance of the experience to the RFQ.
2.
Describe the services that Respondent would perform directly.
8
3.
Describe those portions of the Respondent’s services, if any, that are sub-contracted out.
Identify all subcontractors the Respondent anticipates using in connection with this project.
4.
Does the Respondent normally employ union or non-union employees?
5.
Resumes of key employees.
6.
A narrative statement of the Respondent’s understanding of the Town’s needs and goals.
7.
List all immediate relatives of Principal(s) of Respondent who are Town employees or elected officials
of the Town. For purposes of the above, “immediate relative” means a spouse, parent, stepparent, brother, sister,
child, stepchild, direct-line aunt or uncle, grandparent, grandchild, and in-laws by reason of relation.
SECTION 4
INSTRUCTIONS TO RESPONDENTS
Section 4.1
Submission of Qualification Statements.
Respondents must submit an original and one (1) copy of their Qualification Statement to the Designated Contact Person:
Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
Qualification Statements must be received by the Town no later than 4:00 p.m. (prevailing time) on December 5, 2024
and must be mailed or hand-delivered. Qualification Statements forwarded by facsimile or e-mail will not be accepted.
To be responsive, Qualification Statements must provide all requested information, and must be in strict conformance
with the instructions set forth herein. Qualification Statements and all related information must be bound, and signed
and acknowledged by the Respondent.
9
SECTION 5
EVALUATION
The Town’s objective in soliciting Qualification Statements is to enable it to select a firm or organization that will
provide high quality and cost-effective services to the citizens of Morristown. The Town will consider Qualification
Statements only from firms or organizations that, in the Town’s judgment, have demonstrated the capability and
willingness to provide high quality services to the citizens of the Town in the manner described in this RFQ.
Proposals will be evaluated by the Town on the basis of the most advantageous, all relevant factors considered. The
evaluation will consider:
1.
Experience and reputation in the field;
2.
Knowledge of the Town and the subject matter addressed under the contract;
3.
Availability to accommodate the required meetings of the Town; and
4.
Other factors demonstrated to be in the best interest of the Town.
10
APPENDIX A
LETTER OF QUALIFICATION
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned has reviewed its Qualification Statement submitted in response to the Request for Qualifications (RFQ)
issued by the Town of Morristown ("Town"), dated __________________, in connection with the Town’s need for
Conflict On-Call Planner.
We affirm that the contents of our Qualification Statement (which Qualification Statement is incorporated herein by
reference), are accurate, factual and complete to the best of our knowledge and belief and that the Qualification Statement
is submitted in good faith upon the express understanding that any false statement may result in the disqualification of
(Name of Respondent).
(Respondent shall sign and complete the spaces provided below. If a joint venture, appropriate officers of each
company shall sign.)
(Signature of Chief
Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ___________________
11
APPENDIX B
LETTER OF INTENT
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned, as Respondent, has (have) submitted the attached Qualification Statement in response to a Request for
Qualifications (RFQ), issued by the Town of Morristown ("Town"), dated __________________in connection with the
Town’s need for Conflict On-Call Planner.
(Name of Respondent) HEREBY STATES:
1.
The Qualification Statement contains accurate, factual and complete information.
2.
(Name of Respondent) agrees (agrees) to participate in good faith in the procurement process as described
in the RFQ and to adhere to the Town's procurement schedule.
3.
(Name of Respondent) acknowledges (acknowledge) that all costs incurred by it (them) in connection with
the preparation and submission of the Qualification Statement and any proposal prepared and submitted in
response to the RFQ, or any negotiation which results therefrom shall be borne exclusively by the
Respondent.
4.
(Name of Respondent) hereby declares (declare) that the only persons participating in this Qualification
Statement as Principals are named herein and that no person other than those herein mentioned has any
participation in this Qualification Statement or in any contract to be entered into with respect thereto.
Additional persons may subsequently be included as participating Principals, but only if acceptable to the
Town. (Name of Respondent) declares that this Qualification Statement is made without connection with
any other person, firm or parties who has submitted a Qualification Statement, except as expressly set forth
below and that it has been prepared and has been submitted in good faith and without collusion or fraud.
5.
(Name of Respondent) acknowledges and agrees that the Town may modify, amend, suspend and/or
terminate the procurement process (in its sole judgment). In any case, the Town shall not have any liability
to the Respondent for any costs incurred by the Respondent with respect to the procurement activities
described in this RFQ.
6.
(Name of Respondent) acknowledges that any contract executed with respect to the provision of Conflict
On-Call Planner must comply with all applicable affirmative action and similar laws. Respondent hereby
agrees to take such actions as are required in order to comply with such applicable laws.
(Respondent shall sign and complete the space provided below. If a joint venture, appropriate officers of each company shall
sign.)
(Signature of Chief Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ________________
12
APPENDIX C
PAYMENT CONDITIONS AND RATE SCHEDULES
1.
The Town of Morristown wishes to approve the qualifications of a planning firm or firms to
provide Conflict On-Call Planner to the Town for 2025. Upon appointment to the position of
Consulting Planner, no work or compensation is guaranteed, however. Instead, the Town will approve
proposals for projects (including compensation terms) on an as needed basis. This will be done by a
Resolution of the Town Council of the Town of Morristown. By submitting a response to this RFQ, the
Respondent acknowledges that it will not propose or charge hourly rates that exceed those listed below:
Partner ............................................................................................................................... $150.00 Per Hour
Principal ............................................................................................................................ $145.00 Per Hour
Project Manager ................................................................................................................ $139.00 Per Hour
2.
The Professional shall be reimbursed at cost for expenses incurred for duplication, filing fees and
other reasonable and approved out-of-pocket expenses advanced and/or incurred by them. The
Professional shall be reimbursed for direct charges including disbursements that are actual expenses
incurred by the Professional and or/their associated Firm in connection with such engineering services
and approved by the Town, and shall include, but not be limited to:
a.
Telegrams, faxes and long distance (Out-of-State) telephone calls;
b.
Payment of filing, application fees, review fees and similar charges;
c.
Computer expenses including time and proprietary program charges;
d.
Outside printing, reproduction, binding, collating and other graphic services;
e.
Messenger service, postage and handling of drawing and specifications, reports, contracts
and other bulky items.
3. Monthly invoices shall be submitted detailing all services performed.
Signature: The undersigned hereby acknowledges and accepts the established payment terms.
Name of Respondent/Firm:
Print name and title:
Signature:
Date:
ATTEST:
______________________________
Witness
13
APPENDIX D
AMERICANS WITH DISABILITIES ACT OF 1990
ACKNOWLEDGEMENT FORM
This form is an agreement of the successful Vendor’s obligation to comply with the requirements of 42 U.S.C.
§121.01 et seq., referred to as the Americans Disability Act of 1990.
The undersigned Vendor hereby acknowledges receipt of the Americans with Disabilities Act of 1990 found at
Appendix B of this packet.
The undersigned Vendor hereby certifies that he/she is aware of the commitment to comply with the requirements
of 42 U.S.C. §121.01 et seq. and agrees to furnish any required forms as evidence of compliance.
The undersigned Vendor further certifies that he/she understands that his/her proposal shall be rejected as non-
responsive and any contract entered into shall be void and of no effect if said Vendor fails to comply with the
requirements of 42 U.S.C. §121.01 et seq.
COMPANY:___________________________ TITLE:______________________________
PRINT NAME: __________________________SIGNATURE:_______________________________
DATE: ______________________
--- Document: 2024 RFQ for 2025 Engineering Services-Consulting Engineer.pdf ---
NOTE: The Town of Morristown will consider proposals only from firms or organizations that have
demonstrated the capability and willingness to provide high quality services in the manner described
in this Request for Qualifications.
REQUEST FOR QUALIFICATIONS
FOR THE PROVISION OF ENGINEERING SERVICES – CONSULTING ENGINEER
ISSUE DATE: November 7, 2024
DUE DATE: December 5, 2024
Issued by:
Town of Morristown
2
GLOSSARY
The following definitions shall apply to and are used in this Request for Qualifications:
"Principals" means persons possessing an ownership interest in the Respondent. If the Respondent is a corporation,
"Principals" shall include each investor who would have any amount of operational control over the Respondent and
every stockholder having an ownership interest of ten percent (10%) or more in the firm.
"Qualification Statement" - refers to the complete responses to this RFQ submitted by the Respondents.
"Qualified Respondent" - refers to those Respondents who (in the sole judgment of the Town) have satisfied the
qualification criteria set forth in this RFQ.
"Respondent" or "Respondents" - refers to the interested firm(s) that submit a Qualification Statement.
“Review Team” – Members of the Town Administration and its legal and/or financial advisors who shall review the
Qualification Statements.
"RFQ" - refers to this Request for Qualifications, including any amendments thereof or supplements thereto.
"Town" - refers to the Town of Morristown.
3
SECTION 1
INTRODUCTION AND GENERAL INFORMATION
Section 1.1.
Introduction and Purpose.
The Town is soliciting Qualification Statements from interested persons and/or firms for the provision of Consulting
Engineering Services, as more particularly described herein. Through a Request for Qualification process described
herein, persons and/or firms interested in assisting the Town with the provision of such services must prepare and submit
a Qualification Statement in accordance with the procedures and schedules in this RFQ. The Town will review
Qualification Statements only from those firms that submit a Qualification Statement which includes all the information
required to be included as described herein (in the sole judgment of the Town). The Town intends to qualify person(s)
and/or firm(s) that: (a) possesses the professional, financial and administrative capabilities to provide the proposed
services, and (b) will agree to work under the compensation terms and conditions determined by the Town to provide
the greatest benefit to the taxpayers of Morristown.
Section 1.2.
Procurement Process and Schedule.
The selection of Qualified Respondents is not subject to the bidding provisions of the Local Public Contracts Law,
N.J.S.A. 40A:11-1 et seq. The Town has structured a procurement process that seeks to obtain the desired results
described above, while establishing a competitive process to assure that each person and/or firm is provided with an
equal opportunity to submit a Qualification Statement in response to the RFQ. Qualification Statements will be evaluated
in accordance with the criteria set forth in Section 5 of this RFQ, which will be applied in the same manner to each
Qualification Statement received. Respondents agree to at all times abide by all requirements of New Jersey law.
Qualification Statements will be reviewed and evaluated by the Town Administration and its legal and/or financial
advisors (collectively, the "Review Team"). The Qualification Statements will be reviewed to determine if the
Respondent has met the minimum professional, administrative and financial criteria described in this RFQ. Under no
circumstances will a member of the Review Team review responses to an RFQ for a position which they or their firm
submitted a response. Based upon the totality of the information contained in the Qualification Statement, including
information about the reputation and experience of each Respondent, the Town will (in its sole judgment) determine
which Respondents are qualified from professional, administrative and financial standpoints. Each Respondent that
meets the requirements of the RFQ (in the sole judgment of the Town) will be designated as a Qualified Respondent and
will be given the opportunity to participate in the selection process determined by the Town.
The RFQ process commences with the issuance of this RFQ. The steps involved in the process and the anticipated
completion dates are set forth in Table 1, Procurement Schedule. The Town reserves the right to, among other things,
amend, modify or alter the Procurement Schedule upon notice to all potential Respondents.
All communications concerning this RFQ or the RFQ process shall be directed to the Town’s Designated Contact Person,
in writing.
4
Designated Contact Person:
Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
Qualification Statements must be submitted to, and be received by, the Town, by hand delivery or regular mail, by 4:00
p.m. prevailing time on December 5, 2024. Qualification Statements will not be accepted by facsimile transmission or
e-mail.
Subsequent to issuance of this RFQ, the Town (through the issuance of addenda to all firms that have received a copy of
the RFQ) may modify, supplement or amend the provisions of this RFQ in order to respond to inquiries received from
prospective Respondents or as otherwise deemed necessary or appropriate by, and in the sole judgment of, the Town.
TABLE 1
ANTICIPATED PROCUREMENT SCHEDULE
ACTIVITY
DATE
1. Issuance of Request for Qualifications
November 7, 2024
2. Receipt of Qualification Statements
December 5, 2024
3. Completion of Evaluation of Qualification Statements by the Review Team December 19, 2024
4. Town Review of Review Team Recommendations
December 27, 2024
5. Approval of Professional Services Resolutions by Town Council
January 14, 2025
Section 1.3.
Conditions Applicable to RFQ.
Upon submission of a Qualification Statement in response to this RFQ, the Respondent acknowledges and consents to
the following conditions relative to the submission and review and consideration of its Qualification Statement:
•
This document is an RFQ and does not constitute an RFP.
•
This RFQ does not commit the Town to issue an RFP.
•
All costs incurred by the Respondent in connection with responding to this RFQ shall be borne solely
by the Respondent.
•
The Town reserves the right, in its sole judgment, to reject for any reason, any and all responses and
components thereof and to eliminate any and all Respondents responding to this RFQ from further
consideration for this procurement.
5
•
The Town reserves the right, in its sole judgment, to reject any Respondent that submits incomplete
responses to this RFQ, or a Qualification Statement that is not responsive to the requirements of this
RFQ.
•
The Town reserves the right, without prior notice, to supplement, amend, or otherwise modify this RFQ,
or otherwise request additional information.
•
All Qualification Statements shall become the property of the Town and will not be returned.
•
All Qualification Statements will be made available to the public at the appropriate time, as determined
by the Town, in the exercise of its sole discretion, in accordance with applicable law.
•
The Town may request Respondents to send representatives to the Town for interviews.
•
Any and all Qualification Statements not received by the Town by 4:00 p.m. prevailing time on
December 5, 2024 will be rejected.
•
Neither the Town, its consultants or advisors, nor their respective staffs, including, but not limited to,
the Review Team, shall be liable for any claims or damages resulting from the solicitation or preparation
of the Qualification Statement, nor will there be any reimbursement to Respondents for the cost of
preparing and submitting a Qualification Statement or for participating in this procurement process.
Section 1.4.
Rights of Town.
The Town reserves, holds and may exercise, at its sole discretion, the following rights and options with regard to this
RFQ and the procurement process in accordance with the provisions of applicable law:
•
To determine that any Qualification Statement received complies or fails to comply with the terms of
this RFQ.
•
To supplement, amend or otherwise modify the RFQ through issuance of addenda to all prospective
Respondents who have received a copy of this RFQ.
•
To waive any technical non-conformance with the terms of this RFQ.
•
To change or alter the schedule for any events called for in this RFQ upon the issuance of notice to all
prospective Respondents who have received a copy of this RFQ.
•
To conduct investigations of any or all of the Respondents, as the Town deems necessary or convenient,
to clarify the information provided as part of the Qualification Statement and to request additional
information to support the information included in any Qualification Statement.
•
To suspend or terminate the procurement process described in this RFQ at any time in the Town’s sole
discretion. If terminated, the Town may determine to commence a new procurement process or exercise
any other rights provided under applicable law without any obligation to the Respondents.
6
The Town shall be under no obligation to complete all or any portion of the procurement process described in this RFQ.
Section 1.5
Addenda or Amendments to RFQ.
During the period provided for the preparation of responses to the RFQ, the Town may issue addenda, amendments or
answers to written inquiries. Those addenda will be noticed by the Town and will constitute a part of the RFQ. All
responses to the RFQ shall be prepared with full consideration of the addenda issued prior to the proposal submission
date.
Section 1.6
Cost of Proposal Preparation.
Each proposal and all information required to be submitted pursuant to the RFQ shall be prepared at the sole cost and
expense of the respondent. There shall be no claims whatsoever against the Town, its staff, its consultants or such
consultants’ staff, for reimbursement for the payment of costs or expenses incurred in the preparation of the Qualification
Statement or other information required by the RFQ.
Section 1.7
Proposal Format.
Responses should cover all information requested in the questions to be answered in this RFQ.
Responses which in the judgment of the Town fail to meet the requirements of the RFQ or which are in any way
conditional, incomplete, obscure, contain additions or deletions from requested information, or contain errors. may be
rejected.
SECTION 2
SCOPE OF SERVICES
It is the intent of the Town to solicit Qualification Statements from Respondents that have expertise in the provision of
Consulting Engineering Services. Firms and/or persons responding to this RFQ shall be able to demonstrate that they
will have the continuing capabilities to perform these services.
SECTION 3
SUBMISSION REQUIREMENTS
Section 3.1
General Requirements.
The Qualification Statement submitted by the Respondent must meet or exceed the professional, administrative and
financial qualifications set forth in this Section 3 and shall incorporate the information requested below.
In addition to the information required as described below, a Respondent may submit supplemental information that it
believes may be useful in evaluating its Qualification Statement. Respondents are encouraged to be clear, factual, and
concise in their presentation of information.
Section 3.2
Administrative Information Requirements.
7
The Respondent shall, as part of its Qualification Statement, provide the following information:
1.
An executive summary (not to exceed two (2) pages) of the information contained in all the other parts
of the Qualification Statement.
2.
An executed Letter of Qualification (See Appendix A to this RFQ).
3.
Name, address and telephone number of the firm or firms submitting the Qualification Statement
pursuant to this RFQ, and the name of the key contact person.
4.
A description of the business organization (i.e., corporation, partnership, joint venture, etc.) of each firm,
its ownership and its organizational structure.
(a)
Provide the names and business addresses of all Principals of the firm or firms submitting the
Qualification Statement. For purposes of this RFQ, "Principals" means persons possessing an
ownership interest in the Respondent. If the Respondent is a corporation, "Principals" shall
include each investor who would have any amount of operational control over the Respondent
and every stockholder having an ownership interest of ten percent (10%) or more in the firm.
(b)
If a firm is a partially owned or a fully-owned subsidiary of another firm, identify the parent
company and describe the nature and extent of the parents' approval rights over the activities of
the firm submitting a Qualification Statement. Describe the approval process.
(c)
If the Respondent is a partnership or a joint venture or similar organization, provide comparable
information as required in (b) above for each member of the partnership, joint venture or similar
organization.
(d)
A statement that the Respondent has complied with all applicable affirmative action (or similar)
requirements with respect to its business activities, together with evidence of such compliance
5.
An executed Letter of Intent (See Appendix B).
6.
An executed Payment Conditions and Rate Schedules Form (See Appendix C).
7.
An executed Americans with Disabilities Act of 1990 Acknowledgement Form (See Appendix D).
8.
The number of years the business organization has been in business under its present name.
9.
The number of years the business organization has been under its current management.
10.
Any judgments, claims or suits within the last three (3) years in which Respondent has been adjudicated liable for
professional malpractice. If yes, please explain.
11.
Whether the business organization is now or has been involved in any bankruptcy or re-organization
proceedings in the last ten (10) years. If yes, please explain.
12.
Confirm appropriate federal and state licenses to perform activities. Submit a copy of the Firm’s Business
Registration Certificate.
8
Section 3.3
Professional Information Requirements.
1.
Respondent shall submit a description of its overall experience in providing the type of services
sought in the RFQ. At a minimum, the following information on past experience should be included as
appropriate to the RFQ:
a.
Description and scope of work by Respondent;
b.
Name, address and contact information of references; and
c.
Explanation of perceived relevance of the experience to the RFQ.
2.
Describe the services that Respondent would perform directly.
3.
Describe those portions of the Respondent’s services, if any, that are sub-contracted out.
Identify all subcontractors the Respondent anticipates using in connection with this project.
4.
Does the Respondent normally employ union or non-union employees?
5.
Resumes of key employees.
6.
A narrative statement of the Respondent’s understanding of the Town’s needs and goals.
7.
List all immediate relatives of Principal(s) of Respondent who are Town employees or elected
officials of the Town. For purposes of the above, “immediate relative” means a spouse, parent,
stepparent, brother, sister, child, stepchild, direct-line aunt or uncle, grandparent, grandchild, and in-
laws by reason of relation.
SECTION 4
INSTRUCTIONS TO RESPONDENTS
Section 4.1
Submission of Qualification Statements.
Respondents must submit an original and one (1) copy of their Qualification Statement to the Designated Contact Person:
Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
Qualification Statements must be received by the Town no later than 4:00 p.m. (prevailing time) on December 5, 2024
and must be mailed or hand-delivered. Qualification Statements forwarded by facsimile or e-mail will not be accepted.
9
To be responsive, Qualification Statements must provide all requested information, and must be in strict conformance
with the instructions set forth herein. Qualification Statements and all related information must be bound, and signed
and acknowledged by the Respondent.
SECTION 5
EVALUATION
The Town’s objective in soliciting Qualification Statements is to enable it to select a firm or organization that will
provide high quality and cost effective services to the citizens of Morristown. The Town will consider Qualification
Statements only from firms or organizations that, in the Town’s judgment, have demonstrated the capability and
willingness to provide high quality services to the citizens of the Town in the manner described in this RFQ.
Proposals will be evaluated by the Town on the basis of the most advantageous, all relevant factors considered. The
evaluation will consider:
1.
Experience and reputation in the field;
2.
Knowledge of the Town and the subject matter addressed under the contract;
3.
Availability to accommodate the required meetings of the Town; and
4.
Other factors demonstrated to be in the best interest of the Town.
10
APPENDIX A
LETTER OF QUALIFICATION
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned has reviewed its Qualification Statement submitted in response to the Request for Qualifications (RFQ)
issued by the Town of Morristown ("Town"), dated __________________, in connection with the Town’s need for
Engineering Services – Consulting Engineers.
We affirm that the contents of our Qualification Statement (which Qualification Statement is incorporated herein by
reference), are accurate, factual and complete to the best of our knowledge and belief and that the Qualification Statement
is submitted in good faith upon the express understanding that any false statement may result in the disqualification of
(Name of Respondent).
(Respondent shall sign and complete the spaces provided below. If a joint venture, appropriate officers of each company
shall sign.)
(Signature of Chief
Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ___________________
APPENDIX B
LETTER OF INTENT
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned, as Respondent, has (have) submitted the attached Qualification Statement in response to a Request for
Qualifications (RFQ), issued by the Town of Morristown ("Town"), dated __________________in connection with the
Town’s need for Engineering Services – Consulting Engineers.
(Name of Respondent) HEREBY STATES:
1.
The Qualification Statement contains accurate, factual and complete information.
2.
(Name of Respondent) agrees (agrees) to participate in good faith in the procurement process as described
in the RFQ and to adhere to the Town's procurement schedule.
3.
(Name of Respondent) acknowledges (acknowledge) that all costs incurred by it (them) in connection with
the preparation and submission of the Qualification Statement and any proposal prepared and submitted in
response to the RFQ, or any negotiation which results therefrom shall be borne exclusively by the
Respondent.
5.
(Name of Respondent) hereby declares (declare) that the only persons participating in this Qualification
Statement as Principals are named herein and that no person other than those herein mentioned has any
participation in this Qualification Statement or in any contract to be entered into with respect thereto.
Additional persons may subsequently be included as participating Principals, but only if acceptable to the
Town. (Name of Respondent) declares that this Qualification Statement is made without connection with
any other person, firm or parties who has submitted a Qualification Statement, except as expressly set forth
below and that it has been prepared and has been submitted in good faith and without collusion or fraud.
5.
(Name of Respondent) acknowledges and agrees that the Town may modify, amend, suspend and/or
terminate the procurement process (in its sole judgment). In any case, the Town shall not have any liability
to the Respondent for any costs incurred by the Respondent with respect to the procurement activities
described in this RFQ.
6.
(Name of Respondent) acknowledges that any contract executed with respect to the provision of
Engineering Services – Consulting Engineers must comply with all applicable affirmative action and
similar laws. Respondent hereby agrees to take such actions as are required in order to comply with such
applicable laws.
(Respondent shall sign and complete the space provided below. If a joint venture, appropriate officers of each company shall
sign.)
(Signature of Chief Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ________________
APPENDIX C
PAYMENT CONDITIONS AND RATE SCHEDULES
1.
The Town of Morristown wishes to approve the qualifications of an engineering firm or firms to provide
Consulting Engineering Services to the Town for 2025. Upon appointment to the position of Consulting
Engineer, no work or compensation is guaranteed, however. Instead, the Town will approve proposals for projects
(including compensation terms) on an as needed basis. This will be done by a Resolution of the Governing Body
and/or a Professional Services contract. By submitting a response to this RFQ, the Respondent acknowledges that
it will not propose or charge hourly rates that exceed those listed below:
Partner .................................................................................................................. $150.00 Per Hour
Principal ............................................................................................................... $145.00 Per Hour
Project Manager ................................................................................................... $139.00 Per Hour
Professional Engineer ........................................................................................... $136.00 Per Hour
Senior Project Engineer ........................................................................................ $124.00 Per Hour
Project Engineer ................................................................................................... $114.00 Per Hour
Senior Design Engineer ........................................................................................ $104.00 Per Hour
Design Engineer ................................................................................................... $ 93.00 Per Hour
Senior Engineering Technician ............................................................................ $ 90.00 Per Hour
Engineering Technician ........................................................................................ $ 84.00 Per Hour
Chief Draftsperson ............................................................................................... $ 85.00 Per Hour
Senior Draftsperson .............................................................................................. $ 79.00 Per Hour
Junior Draftsperson .............................................................................................. $ 61.00 Per Hour
Professional Land Surveyor ................................................................................. $130.00 Per Hour
Land Surveyor ...................................................................................................... $109.00 Per Hour
Land Surveyor w/Robotic Total Station ............................................................... $145.00 Per Hour
Senior Party Chief w/Robotic Total Station ......................................................... $103.00 Per Hour
Party Chief............................................................................................................ $ 82.00 Per Hour
Junior Party Chief ................................................................................................. $ 77.00 Per Hour
Survey Technician ................................................................................................ $ 76.00 Per Hour
Field Crew Member ............................................................................................. $ 66.00 Per Hour
Junior Survey Technician ..................................................................................... $ 48.00 Per Hour
Chief Construction Engineer ................................................................................ $109.00 Per Hour
Senior Construction Engineer .............................................................................. $ 93.00 Per Hour
Construction Engineer .......................................................................................... $ 87.00 Per Hour
Chief Construction Technician ............................................................................. $ 77.00 Per Hour
Senior Construction Technician ........................................................................... $ 70.00 Per Hour
Junior Construction Technician ............................................................................ $ 65.00 Per Hour
Administrative Assistant ...................................................................................... $ 70.00 Per Hour
Senior Clerical ...................................................................................................... $ 50.00 Per Hour
Management Information Systems Technician .................................................... $ 84.00 Per Hour
Senior CAD Technician ....................................................................................... $ 80.00 Per Hour
Computer Technician ........................................................................................... $ 77.00 Per Hour
Computer .............................................................................................................. $ 75.00 Per Hour
CAD System ......................................................................................................... $ 77.00 Per Hour
Licensed Landscape Architect.............................................................................. $109.00 Per Hour
Senior Landscape Designer .................................................................................. $ 98.00 Per Hour
Certified Tree Expert ............................................................................................ $ 87.00 Per Hour
Junior Landscape Designer .................................................................................. $ 77.00 Per Hour
Professional Planner ............................................................................................. $114.00 Per Hour
Planning Technician ............................................................................................. $ 82.00 Per Hour
2.
The Professional shall be reimbursed at cost for expenses incurred for duplication, filing fees and other
reasonable out-of-pocket expenses advanced and/or incurred by them. The Professional shall be reimbursed for
direct charges including disbursements that are actual expenses incurred by the Professional and or/their
associated Firm in connection with such engineering services, and shall include, but not be limited to:
a.
Telegrams, faxes and long distance (Out-of-State) telephone calls;
b.
Payment of filing, application fees, review fees and similar charges;
c.
Computer expenses including time and proprietary program charges;
d.
Outside printing, reproduction, binding, collating and other graphic services;
e.
Messenger service, postage and handling of drawing and specifications, reports,
contracts and other bulky items.
3.
Monthly invoices shall be submitted detailing all services performed.
Signature: The undersigned hereby acknowledges and accepts the established payment terms.
Name of Respondent/Firm:__________________________________
Print name and title:________________________________________
Signature:________________________________________________
Date:____________________________________________________
ATTEST:
________________________________
Witness
APPENDIX D
AMERICANS WITH DISABILITIES ACT OF 1990
ACKNOWLEDGEMENT FORM
This form is an agreement of the successful Vendor’s obligation to comply with the requirements of 42 U.S.C.
§121.01 et seq., referred to as the Americans Disability Act of 1990.
The undersigned Vendor hereby acknowledges receipt of the Americans with Disabilities Act of 1990 found at
Appendix B of this packet.
The undersigned Vendor hereby certifies that he/she is aware of the commitment to comply with the requirements
of 42 U.S.C. §121.01 et seq. and agrees to furnish any required forms as evidence of compliance.
The undersigned Vendor further certifies that he/she understands that his/her proposal shall be rejected as non-
responsive and any contract entered into shall be void and of no effect if said Vendor fails to comply with the
requirements of 42 U.S.C. §121.01 et seq.
COMPANY:___________________________
TITLE:______________________________
PRINT NAME: __________________________
SIGNATURE:_______________________________
DATE: ______________________
--- Document: 2024 RFQ for 2025 Municipal Prosecutor.pdf ---
1
NOTE: The Town of Morristown will consider proposals only from firms or organizations that have
demonstrated the capability and willingness to provide high quality services in the manner described in this
Request for Qualifications.
REQUEST FOR QUALIFICATIONS
FOR THE PROVISION OF MUNICIPAL PROSECUTOR
ISSUE DATE: November 7, 2024
DUE DATE: December 5, 2024
Issued by:
Town of Morristown
2
GLOSSARY
The following definitions shall apply to and are used in this Request for Qualifications:
"Principals" means persons possessing an ownership interest in the Respondent. If the Respondent is a corporation,
"Principals" shall include each investor who would have any amount of operational control over the Respondent and
every stockholder having an ownership interest of ten percent (10%) or more in the firm.
"Qualification Statement" - refers to the complete responses to this RFQ submitted by the Respondents.
"Qualified Respondent" - refers to those Respondents who (in the sole judgment of the Town) have satisfied the
qualification criteria set forth in this RFQ.
"Respondent" or "Respondents" - refers to the interested firm(s) that submit a Qualification Statement.
“Review Team” – Members of the Town Administration and its legal and/or financial advisors who shall review the
Qualification Statements.
"RFQ" - refers to this Request for Qualifications, including any amendments thereof or supplements thereto.
"Town" - refers to the Town of Morristown.
3
SECTION 1
INTRODUCTION AND GENERAL INFORMATION
Section 1.1.
Introduction and Purpose.
The Town is soliciting Qualification Statements from interested persons and/or firms for the provision of Municipal
Prosecutor, as more particularly described herein. Through a Request for Qualification process described herein,
persons and/or firms interested in assisting the Town with the provision of such services must prepare and submit a
Qualification Statement in accordance with the procedures and schedules in this RFQ. The Town will review
Qualification Statements only from those firms that submit a Qualification Statement which includes all the information
required to be included as described herein (in the sole judgment of the Town). The Town intends to qualify person(s)
and/or firm(s) that: (a) possesses the professional, financial and administrative capabilities to provide the proposed
services, and (b) will agree to work under the compensation terms and conditions determined by the Town to provide
the greatest benefit to the taxpayers of Morristown.
Section 1.2.
Procurement Process and Schedule.
The selection of Qualified Respondents is not subject to the bidding provisions of the Local Public Contracts Law,
N.J.S.A. 40A:11-1 et seq. The Town has structured a procurement process that seeks to obtain the desired results
described above, while establishing a competitive process to assure that each person and/or firm is provided with an
equal opportunity to submit a Qualification Statement in response to the RFQ. Qualification Statements will be
evaluated in accordance with the criteria set forth in Section 5 of this RFQ, which will be applied in the same manner
to each Qualification Statement received. Respondents agree to at all times abide by all requirements of New Jersey
law.
Qualification Statements will be reviewed and evaluated by the Town Administration and its legal and/or financial
advisors (collectively, the "Review Team"). The Qualification Statements will be reviewed to determine if the
Respondent has met the minimum professional, administrative and financial criteria described in this RFQ. Under no
circumstances will a member of the Review Team review responses to an RFQ for a position which they or their firm
submitted a response. Based upon the totality of the information contained in the Qualification Statement, including
information about the reputation and experience of each Respondent, the Town will (in its sole judgment) determine
which Respondents are qualified from professional, administrative and financial standpoints. Each Respondent that
meets the requirements of the RFQ (in the sole judgment of the Town) will be designated as a Qualified Respondent
and will be given the opportunity to participate in the selection process determined by the Town.
The RFQ process commences with the issuance of this RFQ. The steps involved in the process and the anticipated
completion dates are set forth in Table 1, Procurement Schedule. The Town reserves the right to, among other things,
amend, modify or alter the Procurement Schedule upon notice to all potential Respondents.
All communications concerning this RFQ or the RFQ process shall be directed to the Town’s Designated Contact
Person, in writing.
4
Designated Contact Person:
Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
Qualification Statements must be submitted to, and be received by, the Town, by hand delivery or regular mail, by 4:00
p.m. prevailing time on December 5, 2024. Qualification Statements will not be accepted by facsimile transmission
or e-mail.
Subsequent to issuance of this RFQ, the Town (through the issuance of addenda to all firms that have received a copy
of the RFQ) may modify, supplement or amend the provisions of this RFQ in order to respond to inquiries received
from prospective Respondents or as otherwise deemed necessary or appropriate by, and in the sole judgment of, the
Town.
TABLE 1
ANTICIPATED PROCUREMENT SCHEDULE
ACTIVITY
DATE
1. Issuance of Request for Qualifications
November 7, 2024
2. Receipt of Qualification Statements
December 5, 2024
3. Completion of Evaluation of Qualification Statements by the Review Team December 19, 2024
4. Town Review of Review Team Recommendations
December 27, 2024
5. Approval of Professional Services Resolutions by Town Council
January 14, 2025
Section 1.3.
Conditions Applicable to RFQ.
Upon submission of a Qualification Statement in response to this RFQ, the Respondent acknowledges and consents to
the following conditions relative to the submission and review and consideration of its Qualification Statement:
•
This document is an RFQ and does not constitute an RFP.
•
This RFQ does not commit the Town to issue an RFP.
•
All costs incurred by the Respondent in connection with responding to this RFQ shall be borne solely
by the Respondent.
•
The Town reserves the right, in its sole judgment, to reject for any reason, any and all responses and
components thereof and to eliminate any and all Respondents responding to this RFQ from further
consideration for this procurement.
5
•
The Town reserves the right, in its sole judgment, to reject any Respondent that submits incomplete
responses to this RFQ, or a Qualification Statement that is not responsive to the requirements of this
RFQ.
•
The Town reserves the right, without prior notice, to supplement, amend, or otherwise modify this
RFQ, or otherwise request additional information.
•
All Qualification Statements shall become the property of the Town and will not be returned.
•
All Qualification Statements will be made available to the public at the appropriate time, as determined
by the Town, in the exercise of its sole discretion, in accordance with applicable law.
•
The Town may request Respondents to send representatives to the Town for interviews.
•
Any and all Qualification Statements not received by the Town by 4:00 p.m. prevailing time on
December 5, 2024 will be rejected.
•
Neither the Town, its consultants or advisors, nor their respective staffs, including, but not limited to,
the Review Team, shall be liable for any claims or damages resulting from the solicitation or
preparation of the Qualification Statement, nor will there be any reimbursement to Respondents for
the cost of preparing and submitting a Qualification Statement or for participating in this procurement
process.
Section 1.4.
Rights of Town.
The Town reserves, holds and may exercise, at its sole discretion, the following rights and options with regard to this
RFQ and the procurement process in accordance with the provisions of applicable law:
•
To determine that any Qualification Statement received complies or fails to comply with the terms of
this RFQ.
•
To supplement, amend or otherwise modify the RFQ through issuance of addenda to all prospective
Respondents who have received a copy of this RFQ.
•
To waive any technical non-conformance with the terms of this RFQ.
•
To change or alter the schedule for any events called for in this RFQ upon the issuance of notice to all
prospective Respondents who have received a copy of this RFQ.
•
To conduct investigations of any or all of the Respondents, as the Town deems necessary or
convenient, to clarify the information provided as part of the Qualification Statement and to request
additional information to support the information included in any Qualification Statement.
•
To suspend or terminate the procurement process described in this RFQ at any time in the Town’s sole
discretion. If terminated, the Town may determine to commence a new procurement process or
exercise any other rights provided under applicable law without any obligation to the Respondents.
6
The Town shall be under no obligation to complete all or any portion of the procurement process described in this
RFQ.
Section 1.5
Addenda or Amendments to RFQ.
During the period provided for the preparation of responses to the RFQ, the Town may issue addenda, amendments or
answers to written inquiries. Those addenda will be noticed by the Town and will constitute a part of the RFQ. All
responses to the RFQ shall be prepared with full consideration of the addenda issued prior to the proposal submission
date.
Section 1.6
Cost of Proposal Preparation.
Each proposal and all information required to be submitted pursuant to the RFQ shall be prepared at the sole cost and
expense of the respondent. There shall be no claims whatsoever against the Town, its staff, its consultants or such
consultants’ staff, for reimbursement for the payment of costs or expenses incurred in the preparation of the
Qualification Statement or other information required by the RFQ.
Section 1.7
Proposal Format.
Responses should cover all information requested in the questions to be answered in this RFQ.
Responses which in the judgment of the Town fail to meet the requirements of the RFQ or which are in any way
conditional, incomplete, obscure, contain additions or deletions from requested information, or contain errors. may be
rejected.
SECTION 2
SCOPE OF SERVICES
It is the intent of the Town to solicit Qualification Statements from Respondents that have expertise in providing
Municipal Prosecutor Services. Firms and/or persons responding to this RFQ shall be able to demonstrate that they
will have the continuing capabilities to perform these services.
SECTION 3
SUBMISSION REQUIREMENTS
Section 3.1
General Requirements.
The Qualification Statement submitted by the Respondent must meet or exceed the professional, administrative and
financial qualifications set forth in this Section 3 and shall incorporate the information requested below.
In addition to the information required as described below, a Respondent may submit supplemental information that it
believes may be useful in evaluating its Qualification Statement. Respondents are encouraged to be clear, factual, and
concise in their presentation of information.
7
Section 3.2
Administrative Information Requirements.
The Respondent shall, as part of its Qualification Statement, provide the following information:
1.
An executive summary (not to exceed two (2) pages) of the information contained in all the other parts
of the Qualification Statement.
2.
An executed Letter of Qualification (See Appendix A to this RFQ).
3.
Name, address and telephone number of the firm or firms submitting the Qualification Statement
pursuant to this RFQ, and the name of the key contact person.
4.
A description of the business organization (i.e., corporation, partnership, joint venture, etc.) of each
firm, its ownership and its organizational structure.
(a)
Provide the names and business addresses of all Principals of the firm or firms submitting the
Qualification Statement. For purposes of this RFQ, "Principals" means persons possessing an
ownership interest in the Respondent. If the Respondent is a corporation, "Principals" shall
include each investor who would have any amount of operational control over the Respondent
and every stockholder having an ownership interest of ten percent (10%) or more in the firm.
(b)
If a firm is a partially owned or a fully-owned subsidiary of another firm, identify the parent
company and describe the nature and extent of the parents' approval rights over the activities
of the firm submitting a Qualification Statement. Describe the approval process.
(c)
If the Respondent is a partnership or a joint venture or similar organization, provide
comparable information as required in (b) above for each member of the partnership, joint
venture or similar organization.
(d)
A statement that the Respondent has complied with all applicable affirmative action (or
similar) requirements with respect to its business activities, together with evidence of such
compliance
5.
An executed Letter of Intent (See Appendix B).
6.
An executed Payment Conditions and Rate Schedules Form (See Appendix C).
7.
An executed Americans with Disabilities Act of 1990 Acknowledgement Form (See Appendix D).
8.
The number of years the business organization has been in business under its present name.
9.
The number of years the business organization has been under its current management.
10.
Any judgments, claims or suits within the last three (3) years in which Respondent has been
adjudicated liable for professional malpractice. If yes, please explain.
8
11.
Whether the business organization is now or has been involved in any bankruptcy or re-organization
proceedings in the last ten (10) years. If yes, please explain.
13.
Confirm appropriate federal and state licenses to perform activities. Submit a copy of the Firm’s
Business Registration Certificate.
Section 3.3
Professional Information Requirements.
1.
Respondent shall submit a description of its overall experience in providing the type of services sought
in the RFQ. At a minimum, the following information on past experience should be included as
appropriate to the RFQ:
a.
Description and scope of work by Respondent;
b.
Name, address and contact information of references; and
c.
Explanation of perceived relevance of the experience to the RFQ.
2.
Describe the services that Respondent would perform directly.
3.
Describe those portions of the Respondent’s services, if any, that are sub-contracted out.
Identify all subcontractors the Respondent anticipates using in connection with this project.
4.
Does the Respondent normally employ union or non-union employees?
5.
Resumes of key employees.
6.
A narrative statement of the Respondent’s understanding of the Town’s needs and goals.
7.
List all immediate relatives of Principal(s) of Respondent who are Town employees or elected officials
of the Town. For purposes of the above, “immediate relative” means a spouse, parent, stepparent,
brother, sister, child, stepchild, direct-line aunt or uncle, grandparent, grandchild, and in-laws by
reason of relation.
SECTION 4
INSTRUCTIONS TO RESPONDENTS
Section 4.1
Submission of Qualification Statements.
Respondents must submit an original and one (1) copy of their Qualification Statement to the Designated Contact
Person:
Jillian Barrick, Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
9
Qualification Statements must be received by the Town no later than 4:00 p.m. (prevailing time) on December 5, 2024,
and must be mailed or hand-delivered. Qualification Statements forwarded by facsimile or e-mail will not be accepted.
To be responsive, Qualification Statements must provide all requested information, and must be in strict conformance
with the instructions set forth herein. Qualification Statements and all related information must be bound, and signed
and acknowledged by the Respondent.
SECTION 5
EVALUATION
The Town’s objective in soliciting Qualification Statements is to enable it to select a firm or organization that will
provide high quality and cost effective services to the citizens of Morristown. The Town will consider Qualification
Statements only from firms or organizations that, in the Town’s judgment, have demonstrated the capability and
willingness to provide high quality services to the citizens of the Town in the manner described in this RFQ.
Proposals will be evaluated by the Town on the basis of the most advantageous, all relevant factors considered. The
evaluation will consider:
1.
Experience and reputation in the field;
2.
Knowledge of the Town and the subject matter addressed under the contract;
3.
Availability to accommodate the required meetings of the Town; and
4.
Other factors demonstrated to be in the best interest of the Town.
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APPENDIX A
LETTER OF QUALIFICATION
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this
letter)
[INSERT DATE]
Attn: Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned has reviewed its Qualification Statement submitted in response to the Request for Qualifications
(RFQ) issued by the Town of Morristown ("Town"), dated __________________, in connection with the Town’s
need for Municipal Prosecutor.
We affirm that the contents of our Qualification Statement (which Qualification Statement is incorporated herein
by reference), are accurate, factual and complete to the best of our knowledge and belief and that the Qualification
Statement is submitted in good faith upon the express understanding that any false statement may result in the
disqualification of (Name of Respondent).
(Respondent shall sign and complete the spaces provided below. If a joint venture, appropriate officers of each
company shall sign.)
(Signature of Chief
Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ___________________
APPENDIX B
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LETTER OF INTENT
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
[INSERT DATE]
Attn: Jillian Barrick, Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned, as Respondent, has (have) submitted the attached Qualification Statement in response to a Request for
Qualifications (RFQ), issued by the Town of Morristown ("Town"), dated __________________in connection with the
Town’s need for Municipal Prosecutor.
(Name of Respondent) HEREBY STATES:
1.
The Qualification Statement contains accurate, factual and complete information.
2.
(Name of Respondent) agrees (agrees) to participate in good faith in the procurement process as described
in the RFQ and to adhere to the Town's procurement schedule.
3.
(Name of Respondent) acknowledges (acknowledge) that all costs incurred by it (them) in connection with
the preparation and submission of the Qualification Statement and any proposal prepared and submitted in
response to the RFQ, or any negotiation which results therefrom shall be borne exclusively by the
Respondent.
5.
(Name of Respondent) hereby declares (declare) that the only persons participating in this Qualification
Statement as Principals are named herein and that no person other than those herein mentioned has any
participation in this Qualification Statement or in any contract to be entered into with respect thereto.
Additional persons may subsequently be included as participating Principals, but only if acceptable to the
Town. (Name of Respondent) declares that this Qualification Statement is made without connection with
any other person, firm or parties who has submitted a Qualification Statement, except as expressly set forth
below and that it has been prepared and has been submitted in good faith and without collusion or fraud.
5.
(Name of Respondent) acknowledges and agrees that the Town may modify, amend, suspend and/or
terminate the procurement process (in its sole judgment). In any case, the Town shall not have any liability
to the Respondent for any costs incurred by the Respondent with respect to the procurement activities
described in this RFQ.
6.
(Name of Respondent) acknowledges that any contract executed with respect to the provision of Municipal
Prosecutor must comply with all applicable affirmative action and similar laws. Respondent hereby agrees
to take such actions as are required in order to comply with such applicable laws.
(Respondent shall sign and complete the space provided below. If a joint venture, appropriate officers of each company shall
sign.)
(Signature of Chief Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ________________
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APPENDIX C
PAYMENT CONDITIONS AND RATE SCHEDULES
1.
The compensation for Municipal Prosecutor shall be Five Hundred Dollars ($500.00) per Municipal
Court Session.
2.
Counsel shall be reimbursed at cost for expenses incurred for duplication, filing fees, court reporters and
other reasonable out-of-pocket expenses advanced and/or incurred by counsel. Counsel shall be
reimbursed for direct charges including disbursements that are actual expenses incurred by the
Professional and or/their associated Firm in connection with such Municipal Prosecutor, and shall
include, but not be limited to:
a.
Telegrams, faxes and long distance (Out-of-State) telephone calls;
b.
Payment of filing fees, application fees, review fees and similar charges;
c.
Computer expenses including time and proprietary program charges;
d.
Outside printing, reproduction, binding, collating and other graphic services;
e.
Messenger service, postage and handling of drawing and specifications, reports,
contracts and other bulky items.
3.
Monthly invoices shall be submitted detailing all services performed.
Signature: The undersigned hereby acknowledges and accepts the established payment terms.
Name of Respondent/Firm:__________________________________
Print name and title:________________________________________
Signature:________________________________________________
Date:____________________________________________________
ATTEST:
________________________________
Witness
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APPENDIX D
AMERICANS WITH DISABILITIES ACT OF 1990
ACKNOWLEDGEMENT FORM
This form is an agreement of the successful Vendor’s obligation to comply with the requirements of 42 U.S.C.
§121.01 et seq., referred to as the Americans Disability Act of 1990.
The undersigned Vendor hereby acknowledges receipt of the Americans with Disabilities Act of 1990 found at
Appendix B of this packet.
The undersigned Vendor hereby certifies that he/she is aware of the commitment to comply with the requirements
of 42 U.S.C. §121.01 et seq. and agrees to furnish any required forms as evidence of compliance.
The undersigned Vendor further certifies that he/she understands that his/her proposal shall be rejected as non-
responsive and any contract entered into shall be void and of no effect if said Vendor fails to comply with the
requirements of 42 U.S.C. §121.01 et seq.
COMPANY:___________________________ TITLE:______________________________
PRINT NAME: __________________________SIGNATURE:_______________________________
DATE: _________________
--- Document: 2024 RFQ for 2025 Psychological Services to the Bureau's of Police and Fire Protection.pdf ---
NOTE: The Town of Morristown will consider proposals only from firms or organizations that have
demonstrated the capability and willingness to provide high quality services in the manner described
in this Request for Qualifications.
REQUEST FOR QUALIFICATIONS
FOR THE PROVISION OF PSYCHOLOGICAL SERVICES TO THE BUREAU OF POLICE
AND FIRE PROTECTION
ISSUE DATE: November 7, 2024
DUE DATE: December 5, 2024
Issued by:
Town of Morristown
2
GLOSSARY
The following definitions shall apply to and are used in this Request for Qualifications:
"Principals" shall include each investor who would have any amount of operational control over the Respondent
and every stockholder having an ownership interest of ten percent (10%) or more in the firm.
"Qualification Statement" - refers to the complete responses to this RFQ submitted by the Respondents.
"Qualified Respondent" - refers to those Respondents who (in the sole judgment of the Town) have satisfied the
qualification criteria set forth in this RFQ.
"Respondent" or "Respondents" - refers to the interested firm(s) that submit a Qualification Statement.
“Review Team” – Members of the Town Administration and its legal and/or financial advisors who shall review
the Qualification Statements.
"RFQ" - refers to this Request for Qualifications, including any amendments thereof or supplements thereto.
"Town" - refers to the Town of Morristown.
3
SECTION 1
INTRODUCTION AND GENERAL INFORMATION
Section 1.1.
Introduction and Purpose.
The Town is soliciting Qualification Statements from interested persons and/or firms for the provision of
Psychological services to the Bureau of Police and Fire Protection, as more particularly described herein.
Through a Request for Qualification process described herein, persons and/or firms interested in assisting the
Town with the provision of such services must prepare and submit a Qualification Statement in accordance with
the procedures and schedules in this RFQ. The Town will review Qualification Statements only from those firms
that submit a Qualification Statement which includes all the information required to be included as described
herein (in the sole judgment of the Town). The Town intends to qualify person(s) and/or firm(s) that (a) possesses
the professional, financial and administrative capabilities to provide the proposed services, and (b) will agree to
work under the compensation terms and conditions determined by the Town to provide the greatest benefit to the
taxpayers of Morristown.
Section 1.2.
Procurement Process and Schedule.
The selection of Qualified Respondents is not subject to the bidding provisions of the Local Public Contracts Law,
N.J.S.A. 40A:11-1 et seq. The Town has structured a procurement process that seeks to obtain the desired results
described above, while establishing a competitive process to assure that each person and/or firm is provided an
equal opportunity to submit a Qualification Statement in response to the RFQ. Qualification Statements will be
evaluated in accordance with the criteria set forth in Section 5 of this RFQ, which will be applied in the same
manner to each Qualification Statement received. Respondents agree to at all times abide by all requirements of
New Jersey law.
Qualification Statements will be reviewed and evaluated by the Town Administration and its legal and/or financial
advisors (collectively, the "Review Team"). The Qualification Statements will be reviewed to determine if the
Respondent has met the minimum professional, administrative and financial areas described in this RFQ. Under
no circumstances will a member of the Review Team review responses to an RFQ for a job which they or their
firm submitted a response. Based upon the totality of the information contained in the Qualification Statement,
including information about the reputation and experience of each Respondent, the Town will (in its sole
judgment) determine which Respondents are qualified from professional, administrative and financial standpoints.
Each Respondent that meets the requirements of the RFQ (in the sole judgment of the Town) will be designated
as a Qualified Respondent and will be given the opportunity to participate in the selection process determined by
the Town.
The RFQ process commences with the issuance of this RFQ. The steps involved in the process and the anticipated
completion dates are set forth in Table 1, Procurement Schedule. The Town reserves the right to, among other
things, amend, modify or alter the Procurement Schedule upon notice to all potential Respondents.
All communications concerning this RFQ or the RFQ process shall be directed to the Town’s Designated Contact
Person, in writing.
Designated Contact Person:
Jillian Barrick, Business Administrator
Town of Morristown
200 South St. CN914
Room 239, Office of Mayor/Administration
Morristown, NJ 07963-0914
4
Qualification Statements must be submitted to, and be received by, the Town, by hand delivery or regular mail,
by 4:00 p.m. prevailing time on December 5, 2024. Qualification Statements will not be accepted by facsimile
transmission or e-mail.
Subsequent to issuance of this RFQ, the Town (through the issuance of addenda to all firms that have received a
copy of the RFQ) may modify, supplement or amend the provisions of this RFQ in order to respond to inquiries
received from prospective Respondents or as otherwise deemed necessary or appropriate by, and in the sole
judgment of, the Town.
TABLE 1
ANTICIPATED PROCUREMENT SCHEDULE
ACTIVITY
DATE
1. Issuance of Request for Qualifications
November 7, 2024
2. Receipt of Qualification Statements
December 5, 2024
3. Completion of Evaluation of Qualification Statements by the Review Team December 19, 2024
4. Town Review of Review Team Recommendations
December 27, 2024
5. Approval of Professional Services Resolutions by Town Council
January 14, 2025
Section 1.3.
Conditions Applicable to RFQ.
Upon submission of a Qualification Statement in response to this RFQ, the Respondent acknowledges and
consents to the following conditions relative to the submission and review and consideration of its Qualification
Statement:
•
This document is an RFQ and does not constitute an RFP.
•
This RFQ does not commit the Town to issue an RFP.
•
All costs incurred by the Respondent in connection with responding to this RFQ shall be borne
solely by the Respondent.
•
The Town reserves the right, in its sole judgment, to reject for any reason, any and all responses
and components thereof and to eliminate any and all Respondents responding to this RFQ from
further consideration for this procurement.
•
The Town reserves the right, in its sole judgment, to reject any Respondent that submits
incomplete responses to this RFQ, or a Qualification Statement that is not responsive to the
requirements of this RFQ.
•
The Town reserves the right, without prior notice, to supplement, amend, or otherwise modify
this RFQ, or otherwise request additional information.
•
All Qualification Statements shall become the property of the Town and will not be returned.
•
All Qualification Statements will be made available to the public at the appropriate time, as
determined by the Town, in the exercise of its sole discretion, in accordance with applicable law.
•
The Town may request Respondents to send representatives to the Town for interviews.
5
•
Any and all Qualification Statements not received by the Town by 4:00 p.m. prevailing time on
December 5, 2024 will be rejected.
•
Neither the Town, its consultants or advisors, nor their respective staffs, including, but not limited
to, the Review Team, shall be liable for any claims or damages resulting from the solicitation or
preparation of the Qualification Statement, nor will there be any reimbursement to Respondents
for the cost of preparing and submitting a Qualification Statement or for participating in this
procurement process.
Section 1.4.
Rights of Town.
The Town reserves, holds and may exercise, at its sole discretion, the following rights and options with regard to
this RFQ and the procurement process in accordance with the provisions of applicable law:
•
To determine that any Qualification Statement received complies or fails to comply with the terms
of this RFQ.
•
To supplement, amend or otherwise modify the RFQ through issuance of addenda to all
prospective Respondents who have received a copy of this RFQ.
•
To waive any technical non-conformance with the terms of this RFQ.
•
To change or alter the schedule for any events called for in this RFQ upon the issuance of notice
to all prospective Respondents who have received a copy of this RFQ.
•
To conduct investigations of any or all of the Respondents, as the Town deems necessary or
convenient, to clarify the information provided as part of the Qualification Statement and to
request additional information to support the information included in any Qualification Statement.
•
To suspend or terminate the procurement process described in this RFQ at any time in the Town’s
sole discretion. If terminated, the Town may determine to commence a new procurement process
or exercise any other rights provided under applicable law without any obligation to the
Respondents.
The Town shall be under no obligation to complete all or any portion of the procurement process described in this
RFQ.
Section 1.5
Addenda or Amendments to RFQ.
During the period provided for the preparation of responses to the RFQ, the Town may issue addenda, amendments
or answers to written inquiries. Those addenda will be noticed by the Town and will constitute a part of the RFQ.
All responses to the RFQ shall be prepared with full consideration of the addenda issued prior to the proposal
submission date.
Section 1.6
Cost of Proposal Preparation.
Each proposal and all information required to be submitted pursuant to the RFQ shall be prepared at the sole cost
and expense of the respondent. There shall be no claims whatsoever against the Town, its staff, its consultants or
such consultants’ staff, for reimbursement for the payment of costs or expenses incurred in the preparation of the
Qualification Statement or other information required by the RFQ.
Section 1.7
Proposal Format.
6
Responses should cover all information requested in the Questions to be answered in this RFQ.
Responses which in the judgment of the Town fail to meet the requirements of the RFQ or which are in any way
conditional, incomplete, obscure, contain additions or deletions from requested information, or contain errors may
be rejected.
SECTION 2
SCOPE OF SERVICES
It is the intent of the Town to solicit Qualification Statements from Respondents that have expertise in the
provision of Psychological Services to the Bureau of Police and Fire Protection. Firms and/or persons responding
to this RFQ shall be able to demonstrate that they will have the continuing capabilities to perform these services.
SECTION 3
SUBMISSION REQUIREMENTS
Section 3.1
General Requirements.
The Qualification Statement submitted by the Respondent must meet or exceed the professional, administrative
and financial qualifications set forth in this Section 3 and shall incorporate the information requested below.
In addition to the information required as described below, a Respondent may submit supplemental information
that it believes may be useful in evaluating its Qualification Statement. Respondents are encouraged to be clear,
factual, and concise in their presentation of information.
Section 3.2
Administrative Information Requirements.
The Respondent shall, as part of its Qualification Statement, provide the following information:
1.
An executive summary (not to exceed two (2) pages) of the information contained in all the other
parts of the Qualification Statement.
2.
An executed Letter of Qualification (See Appendix A to this RFQ).
3.
Name, address and telephone number of the firm or firms submitting the Qualification Statement
pursuant to this RFQ, and the name of the key contact person.
4.
A description of the business organization (i.e., corporation, partnership, joint venture, etc.) of
each firm, its ownership and its organizational structure.
(a)
Provide the names and business addresses of all Principals of the firm or firms submitting
the Qualification Statement. For purposes of this RFQ, "Principals" means persons
possessing an ownership interest in the Respondent. If the Respondent is a corporation,
"Principals" shall include each investor who would have any amount of operational
control over the Respondent and every stockholder having an ownership interest of ten
percent (10%) or more in the firm.
(b)
If a firm is a partially owned or a fully-owned subsidiary of another firm, identify the
parent company and describe the nature and extent of the parents' approval rights over
the activities of the firm submitting a Qualification Statement. Describe the approval
process.
7
(c)
If the Respondent is a partnership or a joint venture or similar organization, provide
comparable information as required in (b) above for each member of the partnership, joint
venture or similar organization.
(d)
A statement that the Respondent has complied with all applicable affirmative action (or
similar) requirements with respect to its business activities, together with evidence of
such compliance
5.
An executed Letter of Intent (See Appendix B).
6.
An executed Payment Conditions and Rate Schedules Form (See Appendix C).
7.
A completed Americans with Disabilities Act of 1990 Acknowledgment Form (See Appendix D).
8.
The number of years the business organization has been in business under its present name.
9.
The number of years the business organization has been under its current management.
10.
Any judgments, claims or suits within the last three (3) years in which Respondent has been
adjudicated liable for professional malpractice. If yes, please explain.
11.
Whether the business organization is now or has been involved in any bankruptcy or re-
organization proceedings in the last ten (10) years. If yes, please explain.
12.
Confirm appropriate federal and state licenses to perform activities. Submit a copy of the Firm’s
Business Registration Certificate.
Section 3.3
Professional Information Requirements.
1.
Respondent shall submit a description of its overall experience in providing the type of
services sought in the RFQ. At a minimum, the following information on past experience should
be included as appropriate to the RFQ:
a.
Description and scope of work by Respondent;
b.
Name, address and contact information of references; and
c.
Explanation of perceived relevance of the experience to the RFQ.
2.
Describe the services that Respondent would perform directly.
3.
Describe those portions of the Respondent’s services, if any, that are sub-contracted out.
Identify all subcontractors the Respondent anticipates using in connection with this project.
4.
Does the Respondent normally employ union or non-union employees?
5.
Resumes of key employees.
6.
A narrative statement of the Respondent’s understanding of the Town’s needs and goals.
7.
List all immediate relatives of Principal(s) of Respondent who are Town employees or
elected officials of the Town. For purposes of the above, “immediate relative” means a spouse,
parent, stepparent, brother, sister, child, stepchild, direct-line aunt or uncle, grandparent,
grandchild, and in-laws by reason of relation.
8
SECTION 4
INSTRUCTIONS TO RESPONDENTS
Section 4.1
Submission of Qualification Statements.
Respondents must submit an original and one (1) copy of their Qualification Statement to the Designated Contact
Person:
Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Qualification Statements must be received by the Town no later than 4:00 p.m. prevailing time on December 5,
2024 and must be mailed or hand-delivered. Qualification Statements forwarded by facsimile or e-mail will not
be accepted.
To be responsive, Qualification Statements must provide all requested information, and must be in strict
conformance with the instructions set forth herein. Qualification Statements and all related information must be
bound, and signed and acknowledged by the Respondent.
SECTION 5
EVALUATION
The Town’s objective in soliciting Qualification Statements is to enable it to select a firm or organization that will
provide high quality and cost effective services to the citizens of Morristown. The Town will consider
Qualification Statements only from firms or organizations that, in the Town’s judgment, have demonstrated the
capability and willingness to provide high quality services to the citizens of the Town in the manner described in
this RFQ.
Proposals will be evaluated by the Town on the basis of the most advantageous, all relevant factors considered.
The evaluation will consider:
1.
Experience and reputation in the field;
2.
Knowledge of the Town and the subject matter addressed under the contract;
3.
Availability to accommodate the required meetings of the Town; and
4.
Other factors demonstrated to be in the best interest of the Town.
9
APPENDIX A
LETTER OF QUALIFICATION
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this
letter)
[INSERT DATE]
Attn: Ms. Jillian Barrick
Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned have reviewed our Qualification Statement submitted in response to the Request for
Qualifications (RFQ) issued by the Town of Morristown ("Town"), dated __________________, in connection
with the Town’s need for Psychological Services to the Bureau of Police and Fire Protection.
We affirm that the contents of our Qualification Statement (which Qualification Statement is incorporated herein
by reference) are accurate, factual and complete to the best of our knowledge and belief and that the Qualification
Statement is submitted in good faith upon express understanding that any false statement may result in the
disqualification of (Name of Respondent).
(Respondent shall sign and complete the spaces provided below. If a joint venture, appropriate officers of each
company shall sign.)
(Signature of Chief
Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ___________________
10
APPENDIX B
LETTER OF INTENT
(Note: To be typed on Respondent's Letterhead. No modifications may be made to this letter)
Attn: Ms. Jillian Barrick, Business Administrator
Town of Morristown
200 South St. CN914
Morristown, NJ 07963-0914
Dear Ms. Barrick:
The undersigned, as Respondent, has (have) submitted the attached Qualification Statement in response to a Request for
Qualifications (RFQ), issued by the Town of Morristown ("Town"), dated __________________ in connection with the
Town’s need for Psychological Services to the Bureau of Police and Fire Protection.
(Name of Respondent) HEREBY STATES:
1.
The Qualification Statement contains accurate, factual and complete information.
2.
(Name of Respondent) agrees (agrees) to participate in good faith in the procurement process as described
in the RFQ and to adhere to the Town's procurement schedule.
3.
(Name of Respondent) acknowledges (acknowledge) that all costs incurred by it (them) in connection with
the preparation and submission of the Qualification Statement and any proposal prepared and submitted in
response to the RFQ, or any negotiation which results therefrom shall be borne exclusively by the
Respondent.
5.
(Name of Respondent) hereby declares (declare) that the only persons participating in this Qualification
Statement as Principals are named herein and that no person other than those herein mentioned has any
participation in this Qualification Statement or in any contract to be entered into with respect thereto.
Additional persons may subsequently be included as participating Principals, but only if acceptable to the
Town. (Name of Respondent) declares that this Qualification Statement is made without connection with
any other person, firm or parties who has submitted a Qualification Statement, except as expressly set forth
below and that it has been prepared and has been submitted in good faith and without collusion or fraud.
5.
(Name of Respondent) acknowledges and agrees that the Town may modify, amend, suspend and/or
terminate the procurement process (in its sole judgment). In any case, the Town shall not have any liability
to the Respondent for any costs incurred by the Respondent with respect to the procurement activities
described in this RFQ.
6.
(Name of Respondent) acknowledges that any contract executed with respect to the provision of
Psychological services to the Bureau of Police and Fire Protection must comply with all applicable
affirmative action and similar laws. Respondent hereby agrees to take such actions as are required in order
to comply with such applicable laws.
(Respondent shall sign and complete the space provided below. If a joint venture, appropriate officers of each company shall
sign.)
(Signature of Chief Executive Officer)
(Typed Name and Title)
(Type Name of Firm)
Dated: ________________
11
APPENDIX C
PAYMENT CONDITIONS AND RATE SCHEDULES 2020
1.
The rates for Psychological Services to the Bureau of Police and Fire Protection shall be flat fees to be
billed as follows:
a.
New Hires.
$ 425.00
b.
Promotions.
i.
Police & Fire Chief:
$1,250.00
ii.
Police & Fire Captain:
$1,000.00
iii.
Police Lieutenant:
$ 850.00
iv.
Police Sergeant:
$ 550.00
c.
Fit for duty evaluations:
$1,500.00
d.
Re-evaluations:
$ 750.00
2.
The Professional shall be reimbursed at cost for expenses incurred for duplication, reports, and other
reasonable out-of-pocket expenses advanced and/or incurred by the Professional. The Professional shall
be reimbursed for direct charges including disbursements that are actual expenses incurred by the
Professional and or/their associated Firm in connection with such Psychological Services to the Bureau
of Police and Fire Protection services, and shall include, but not be limited to:
a.
Telegrams, faxes and long distance (Out-of-State) telephone calls;
b.
Computer expenses including time and proprietary program charges;
c.
Outside printing, reproduction, binding, collating and other graphic services;
d.
Messenger service, postage and handling of reports and other bulky items.
3.
Monthly invoices shall be submitted detailing all services performed.
Signature: The undersigned hereby acknowledges and accepts the established payment terms.
Name of Respondent/Firm:__________________________________
Print name and title:________________________________________
Signature:________________________________________________
Date:____________________________________________________
ATTEST:
________________________________
Witness
12
APPENDIX D
AMERICANS WITH DISABILITIES ACT OF 1990
ACKNOWLEDGEMENT FORM
This form is an agreement of the successful Vendor’s obligation to comply with the requirements of 42 U.S.C.
§121.01 et seq., referred to as the Americans Disability Act of 1990.
The undersigned Vendor hereby acknowledges receipt of the Americans with Disabilities Act of 1990 found at
Appendix B of this packet.
The undersigned Vendor hereby certifies that he/she is aware of the commitment to comply with the requirements
of 42 U.S.C. §121.01 et seq. and agrees to furnish any required forms as evidence of compliance.
The undersigned Vendor further certifies that he/she understands that his/her proposal shall be rejected as non-
responsive and any contract entered into shall be void and of no effect if said Vendor fails to comply with the
requirements of 42 U.S.C. §121.01 et seq.
COMPANY:___________________________ TITLE:______________________________
PRINT NAME: __________________________SIGNATURE:_______________________________
DATE: ______________________
--- Document: LEGAL NOTICE for 2025 Professional Services.pdf ---
TOWN OF MORRISTOWN
REQUEST FOR QUALIFICATIONS & PROPOSALS
The Town of Morristown (the “Town”) is soliciting Qualification Statements & Proposals from interested persons and/or
firms for the provision of the services listed below. Through the Request for Qualifications (“RFQ”) and Request for
Proposal (“RFP”) process, persons and/or firms interested in assisting the Town with the provision of such services must
prepare and submit a Qualification Statement or Proposal in accordance with the procedure and schedule in the RFQ’s and
RFP’s. The Town will review Qualification Statements & Proposals only from those firms that submit a Qualification
Statement or Proposal which includes all the information required to be included as described (in the sole judgment of the
Town). The Town intends to qualify (a) person(s) and/or firm(s) that (a) possess(es) the professional, financial and
administrative capabilities to provide the proposed services, and (b) agrees and meets the terms and conditions determined
by the Town that provide the greatest benefit to the taxpayers of Morristown.
The selection of qualified respondents is not subject to the bidding provisions of the Local Public Contracts Law, N.J.S.A.
40A:11-1 et seq. However, the selection is subject to the New Jersey Local Unit Pay-to-Play Law (the “Law”), N.J.S.A.
19:44A-20.4 et seq. The Town has structured a procurement process that seeks to obtain the desired results, while
establishing a “fair and open” process under the Law, to assure that each person and/or firm is provided an equal
opportunity to submit a Qualification Statement or Proposal in response to the RFQ and/or RFP.
Qualification Statements & Proposals must be submitted to, and be received by, Jillian Barrick, Business Administrator,
Town of Morristown, 200 South St. CN914, Morristown, NJ 07963-0914 on or before 4:00 p.m. on December 5, 2024.
Qualification Statements will not be accepted by facsimile transmission or e-mail.
CONTRACTS:
(1) Appraisal Services-Tax Assessments
(2) Financial Services-Municipal Auditor
(3) Financial Services-Financial Analyst
(4) Engineering Services-Consulting Engineer
(5) General Legal Services
(6) Legal Services-Bond Counsel
(7) Legal Services-Conflict Public Defender
(8) Legal Services-Labor Counsel
(9) Legal Services-Public Defender
(10) Legal Services-Tax Appeal Attorney
(11) Legal Services-Redevelopment Attorney
(12) Legal Services-Conflict Redevelopment Attorney
(13) Municipal Prosecutor
(14) On-Call Town Planner
(15) Conflict On-Call Town Planner
(16) Psychological Services to the Bureau of Police and Fire Protection
(17) Grant Consulting Services
(18) Information Technology Consulting Management Services
Qualification Statements & Proposals must be submitted in the manner designated in the Instructions, must be enclosed
in sealed envelopes bearing name and address of the bidder and the name of the work on the outside, addressed to the
Town of Morristown.
Interested respondents must continue to monitor the town website www.townofmorristown.org until 4:00 p.m. on
December 5, 2024 as the Town reserves the right to issue Addenda to the RFQ & RFP documents in this space. BY
ORDER OF THE MAYOR OF THE TOWN OF MORRISTOWN.
JILLIAN BARRICK
BUSINESS ADMINISTRATOR
TOWN OF MORRISTOWN
--- Document: LEGAL NOTICE -Part Time Arborist for 2025 Year.pdf ---
TOWN OF MORRISTOWN
REQUEST FOR PROPOSALS
The Town of Morristown (the “Town”) is soliciting Proposals from interested persons and/or firms for the
provision of the services listed below. Through the Request for Proposal (“RFP”) process, persons and/or
firms interested in assisting the Town with the provision of such services must prepare and submit a
Proposal in accordance with the procedure and schedule in the RFP. The Town will review Proposals only
from those firms that submit a Proposal which includes all the information required to be included as
described (in the sole judgment of the Town). The Town intends to select (a) person(s) and/or firm(s) that
(a) possess(es) the professional, financial and administrative capabilities to provide the proposed services,
and (b) agrees and meets the terms and conditions determined by the Town that provide the greatest benefit
to the taxpayers of Morristown.
The selection of qualified respondents is not subject to the bidding provisions of the Local Public Contracts
Law, N.J.S.A. 40A:11-1 et seq. However, the selection is subject to the New Jersey Local Unit Pay-to-Play
Law (the “Law”), N.J.S.A. 19:44A-20.4 et seq. The Town has structured a procurement process that seeks to
obtain the desired results, while establishing a “fair and open” process under the Law, to assure that each
person and/or firm is provided an equal opportunity to submit a Proposal in response to the RFP.
Proposals must be submitted to, and be received by, Jillian Barrick, Business Administrator, Town of
Morristown, 200 South St., Room 239, Morristown, NJ 07963-0914 on or before 4:00 p.m. on December
3, 2024. Proposals will not be accepted by facsimile transmission or e-mail.
CONTRACTS:
Part-Time Arborist - Consultation Services for the Town of Morristown
Proposals must be submitted in the manner designated in the Instructions, must be enclosed in sealed
envelopes bearing name and address of the bidder and the name of the work on the outside, addressed to
the Town of Morristown.
Interested respondents must continue to monitor the town website www.townofmorristown.org until 4:00
p.m. on December 3, 2024 as the Town reserves the right to issue Addenda to the RFP documents in this
space. BY ORDER OF THE MAYOR OF THE TOWN OF MORRISTOWN.
JILLIAN BARRICK
BUSINESS
ADMINISTRATOR TOWN
OF MORRISTOWN
--- Document: LEGAL NOTICE - Town, Planning Board and Board of Adjustment Traffic Engineer for 2025 Year.pdf ---
TOWN OF MORRISTOWN
REQUEST FOR QUALIFICATIONS & PROPOSALS
The Town of Morristown (the “Town”), the Board of Adjustment and the Planning Board are soliciting Qualification
Statements from interested persons and/or firms for the provision of the services listed below. Through the Request for
Qualifications (“RFQ”) process, persons and/or firms interested in assisting the Town with the provision of such services
must prepare and submit a Qualification Statement in accordance with the procedure and schedule in the RFQ. The Town
will review Qualification Statements only from those firms that submit a Qualification Statement which includes all the
information required to be included as described (in the sole judgment of the Town). The Town intends to qualify (a)
person(s) and/or firm(s) that (a) possess(es) the professional, financial and administrative capabilities to provide the
proposed services, and (b) agrees and meets the terms and conditions determined by the Town that provide the greatest
benefit to the taxpayers of Morristown.
The selection of qualified respondents is not subject to the bidding provisions of the Local Public Contracts Law, N.J.S.A.
40A:11-1 et seq. The Town has structured a procurement process that seeks to obtain the desired results, while establishing
a “fair and open” process under the Law, to assure that each person and/or firm is provided an equal opportunity to submit
a Qualification Statement in response to the RFQ.
Qualification Statements must be submitted to, and be received by, Jillian Barrick, Business Administrator, Town of
Morristown, 200 South St. CN914, Morristown, NJ 07963-0914 on or before 4:00 p.m. on December 3, 2024. Qualification
Statements will not be accepted by facsimile transmission or e-mail.
CONTRACTS:
Town Engineering Services-Traffic Engineer
Planning Board - Engineering Services-Traffic Engineer
Board of Adjustment - Engineering Services-Traffic Engineer
Qualification Statements must be submitted in the manner designated in the Instructions, must be enclosed in sealed
envelopes bearing name and address of the bidder and the name of the work on the outside, addressed to the Town of
Morristown.
Interested respondents must continue to monitor the town website www.townofmorristown.org until 4:00 p.m. on
December 3, 2024 as the Town reserves the right to issue Addenda to the RFQ & RFP documents in this space. BY
ORDER OF THE MAYOR OF THE TOWN OF MORRISTOWN.
JILLIAN BARRICK
BUSINESS ADMINISTRATOR
TOWN OF MORRISTOWN
--- Document: CONCRETE SIDEWALK GRINDING SERVICES TWO-YEAR_CONTRACT.pdf ---
LEGAL NOTICE TO BIDDERS
Sealed Bids will be received by the Town Engineer of the Town of Morristown, in the County of Morris, State of New
Jersey, Municipal Building, 200 South Street, Morristown, New Jersey, 07960, on OCTOBER 16, 2024 at 10:00 a.m.,
prevailing time for the furnishing of the following:
CONCRETE SIDEWALK GRINDING SERVICES, TWO-YEAR CONTRACT
Specifications for the above may be examined in the Office of the Town Engineer, Room 233, 200 South Street,
Morristown, New Jersey, between the hours of 8:30 am and 4:20 pm, Monday through Friday. Any person, firm, or
corporation desiring a copy of the Specification Documents may obtain such from the Office of the Town Engineer.
Any reference in the Bid specification documents to the terms “Proposal” or “Proposer” shall be construed to have
the same meaning as the terms “Bid” or “Bidder” pursuant to the Local Public Contracts Law.
Bidders must use the prepared Bid Forms. Each bid must be enclosed in a sealed envelope addressed to the Town
Engineer, Town of Morristown, marked on the outside “CONCRETE SIDEWALK GRINDING SERVICES, TWO-YEAR
CONTRACT ” and delivered on or before the hour set forth above. Bid opening will be held in Meeting Room 201, at
200 South Street, Morristown, N.J. NO BIDS WILL BE ACCEPTED AFTER THE BID OPENING HAS COMMENCED. The
Town of Morristown will not assume responsibility for bids forwarded by mail or delivery service. The Town of
Morristown reserves the right to award the contract to the lowest responsible bidder.
The successful bidder will be required to execute the contract and file a bond within (10) ten days after award of the
project and submit a Business Entity Disclosure Certification and any other necessary documentation required under
Chapter 2, Section 2-87, Public Contracting Reform Ordinance (Town of Morristown’s Local Pay to Play Ordinance).
Bids must be accompanied by a bid guarantee in the form of a certified check, bid bond or cashier’s check in the
amount of $1,000.00, made payable to the order of the Town of Morristown.
The guarantee of the successful bidder will be returned upon execution of the contract. All guarantees of the
unsuccessful bidders will be returned upon award of contract to the successful bidder.
Bidders (and Bidder’s subcontractors, if any) should submit a Business Registration Certificate issued by the New
Jersey Department of the Treasury, Division of Revenue, in accordance with the requirements of P.L. 2009, c. 315.
Bidders must be registered pursuant to The Public Works Contractor Registration Act, N.J.S.A. 34:11-56.48, et seq.,
(the “PWCRA”) at the time that the bid is made and must submit a copy of the certificate of registration with the bid
form. All subcontractors listed in the bid must also be registered pursuant to the PWCRA at the time the bid is
submitted. After the bid is made and prior to the awarding of the contract, the successful bidder must submit to the
Town copies of the certificates of registration for all subcontractors listed in the bid.
Bidding information contained in this Bid should be clear and not subject to qualifications, deletions, erasures, or other
markings that create any doubt as to its meaning. Bidders should make sure that the Bid Form is signed by a duly
authorized person on behalf of the bidder and that the bid is responsive. Bidders can determine the responsiveness
of their bid by reading “General Instructions for Bidders” and the “Bid Document Submission Checklist”.
INSTRUCTIONS MUST BE FOLLOWED EXACTLY OR THE BID MAY BE DECLARED NON-RESPONSIVE.
The right to reject any and all bids and to waive any informality in any bid is reserved if such an action is not detrimental
to the interest of the Town of Morristown.
Bidders are required to comply with the requirements of P.L. 1975, c. 127, which pertains to "non-discrimination" and
"affirmative action" and P.L. 1977, c. 33, which refers to the statement of corporation ownership.
Attention is called to the fact that the contractor must ensure that employees and applicants for employment are not
discriminated against because of their race, creed, color, sex, or national origin and to the greatest extent possible,
opportunity for training and employment shall be given to lower-income residents of the project area and that, when
possible, contracts shall be awarded to business concerns owned by area residents.
Jillian Barrick
Business Administrator
Town of Morristown
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Contacts
Jillian Barrick
Business Administrator
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Timeline
First Discovered
Apr 2, 2026
Last Info Update
Apr 2, 2026
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