Jordan Lake Rules Compliance (Existing Managed Lands)

The Town of Cary is seeking one or more qualified firm(s) with which to contract for the following services:

Cary is seeking an objective assessment of the nutrient removal that has been achieved through land development regulations since 2001 in the Jordan Lake Watershed. This is in support of Cary’s future compliance with the Jordan Lake Existing Managed Lands rules.

Task 1 – Regulatory History Review

Compile and review the Town's water quality regulatory history relevant to the Jordan Lake Watershed, including the 1994 Water Supply Watershed Protection (WSWP) development standards, the 2001 Neuse River Basin nutrient management rules, and the 2012 Jordan Lake New Development model ordinance and Land Development Ordinance (LDO) amendment.

Task 2 – Methodology and Accounting Review

Review the existing methodology for accounting for past practices and cost-per-pound-of-reduction calculations. Create a ledger and general accounting framework to track nutrient loading, treatment credit, and associated costs over time.

Task 3 – Development Practices and Loading Assessment

Review development practices and estimate nutrient loading from existing development that has occurred since 2001, for use in establishing a baseline for compliance accounting.

Task 4 – Existing Managed Lands Applicability Assessment

Evaluate how the Town's existing ordinances align with, satisfy, or provide a pathway toward compliance with the Jordan Lake Existing Managed Lands rule as currently proposed.

Task 5 – Compliance Alternatives Analysis

Identify and evaluate accounting alternatives available to the Town to apply required stormwater treatment toward compliance with the proposed rule, including but not limited to:

• Conventional compliance approach
• Individual Investment-Based Program
• Group Compliance Investment-Based Option

Task 6 – State Engagement Recommendations

Develop alternative approaches, informed by the Town's regulatory history and accounting analysis, for presentation to the State for consideration in refining or amending the proposed rule.

Task 7 – Summary Report

Prepare a written summary of findings, including regulatory timeline, loading and accounting baseline, applicability assessment, compliance alternatives, and recommended alternatives for state engagement.

**Electronic responses ONLY** will be accepted through the NC eVP website. Interested parties must be logged in to submit proposals electronically. Proposers must submit one (1) electronic version, submitted as a viewable and printable Adobe Portable Document File (PDF), on or before the submittal due date and time. Submissions that do not comply with the stated submission method will be deemed non-responsive.

This solicitation is being issued in accordance with NCGS 143-64.31, otherwise known as the Mini-Brooks Act, and therefore price cannot and will not be a determining factor in the selection of the successful contractor. One copy of the hourly rates for all proposed project personnel should be uploaded as a separate file using the same naming format described in Section 1.5 (Your Company Name 354-SW27-20 Hourly Rates).

Proposals will be reviewed after opening and will be ranked in order of choice, at which point contract negotiations will begin with the most qualified firm. If negotiations are unsuccessful, the Town will then pursue negotiations with the next most qualified firm.

Offeror must supply at least (3) three Governmental Agency or Private Company references for which services have been performed during the past (5) five years.